Who Are We Looking For?

Vestwell is expanding and we’re excited to onboard a Director of Enterprise Relationship Management to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.

What Will You Be Doing?

Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.

Day-to-Day You May Also Be Expected To:

• Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.
• Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.
• Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.
• Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.
• Collaborate with the team to ensure implementation and ongoing partnership  strategies are optimized to enable Vestwell to achieve its Enterprise goals.
• Support the timely and successful delivery of our solutions according to our partners’  needs and objectives.
• Drive program management efforts with enterprise and strategic partners, ensuring  optimal support structure is in place, identifying new revenue opportunities via
  partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).
• Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.
• Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team’s projects and initiatives.
• Drive business requirements, scope, and resource alignment for partner specific  initiatives, including project plan, workstreams, and timelines.
• Own successful delivery of partner specific initiatives, ensuring objectives are met, risks  mitigated, and expected outcomes are achieved.

Requirements

The Necessities

• 7+ years experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
• Self starter requiring minimal direction, with a “get it done” mindset.
• Strong critical thinker, able to prioritize and problem solve effectively.
• Excellent project management and organizational skills.
• Excellent written and verbal communication skills.
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.
• Strategic and outside of the box thinker.
• Proven success working with senior management, both internally and externally.
• Strong 401(k) industry experience.

The Extras

• Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.
• Ability to identify and implement solutions for process improvement.
• Ability to work independently and manage workload to achieve desired goals.

This role will be based in Vestwell’s New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $120K - $135K, plus performance based bonus. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Who Are We Looking For?

Vestwell is expanding and we’re excited to onboard a Enterprise Relationship Manager to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.

What Will You Be Doing?

Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.

Day-to-Day You May Also Be Expected To:

• Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.
• Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.
• Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.
• Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.
• Collaborate with the team to ensure implementation and ongoing partnership  strategies are optimized to enable Vestwell to achieve its Enterprise goals.
• Support the timely and successful delivery of our solutions according to our partners’  needs and objectives.
• Drive program management efforts with enterprise and strategic partners, ensuring  optimal support structure is in place, identifying new revenue opportunities via
  partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).
• Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.
• Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team’s projects and initiatives.
• Drive business requirements, scope, and resource alignment for partner specific  initiatives, including project plan, workstreams, and timelines.
• Own successful delivery of partner specific initiatives, ensuring objectives are met, risks  mitigated, and expected outcomes are achieved.

Requirements

The Necessities

• 3-5 years of experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
• Self starter requiring minimal direction, with a “get it done” mindset.
• Strong critical thinker, able to prioritize and problem solve effectively.
• Excellent project management and organizational skills.
• Excellent written and verbal communication skills.
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.
• Strategic and outside of the box thinker.
• Proven success working with senior management, both internally and externally.
• Strong 401(k) industry experience.

The Extras

• Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.
• Ability to identify and implement solutions for process improvement.
• Ability to work independently and manage workload to achieve desired goals.

This role will be based in Vestwell’s New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $85K - $100K, plus performance based bonus. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

About the Role

As a Sr. Field Marketing Manager you are the CMO for our Global business line and an essential part of the overall Go-To-Market team. You will be instrumental in defining the strategic direction of our Global sales segment (Fortune 500 companies) and be owning the marketing and demand generation efforts needed to build pipeline. You will do whatever it takes to develop a best-in-class ecosystem of security expertise to build market credibility and define the trajectory of our Global business. If you are successful in this role, your contributions will directly result in millions of dollars of pipeline created from the largest companies on the planet.

We are looking for candidates to work out of our Austin, San Mateo (HQ), Salt Lake City, or New York City offices when they are not traveling.

What You'll Do

• You are the main counterpart to sales leadership and "pipeline czar" of your aligned segment, working with the sales team to ensure we meet the pipeline goal required to hit revenue targets.
• Execute best-in-class regional and local campaigns, both direct and with partners. Verkada-hosted events, regional trade shows, local webinars and any other tactic needed to hit pipeline goals.
• Execute account based marketing programs on behalf of sales, and demonstrate to reps how they can execute program elements on their own
• Drive local, high touch, thought leadership and customer executive collaboration and community on the topic of physical security and the cloud. 
• Advise the corporate and broader demand generation hub as they develop, plan, execute, and measure supporting, highly impactful demand generation and marketing campaigns
• Work with top channel partners to develop their overall marketing and customer engagement approach
• Collaborate with Product Marketers to build the necessary positioning, messaging, customer advocacy, and assets for our Global segment.

What You Bring

• 7-12 years of B2B marketing experience with 3+ years experience in the Enterprise Marketing
• Strong ability to logistically execute on multiple concurrent events that require effective pre/during/post motions and communication among cross-functional teams
• Experience working with channel or strategic partners to plan and execute on programs that achieve excellent results
• Strong ability to qualitatively and quantitatively develop your understanding of the main personas that drive the procurement process and Verkada’s value proposition.
• Proven ability to act as an advisor and peer with sales leadership
• Entrepreneurial spirit and ability to execute in ambiguous fast-paced environments
• Proven track record executing creative or out-of-the-box event and demand generation programs.
• Willingness to travel 30-40% of the time (1-2 days a week on average)
• Inbox 0 mentality

Employee Benefits

US Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firm-wide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

As a Verkada Field Marketing Manager you are an essential member of the GTM function for our Mid-Market segment.  You will be instrumental in defining the strategic direction of our regional campaigns and event strategy needed to build pipeline and deepen relationships with our top accounts. You will do whatever it takes to develop a best-in-class ecosystem of security expertise to build market credibility and define the trajectory of our Mid-Market West business. If you are successful in this role, your contributions will directly result in millions of dollars of pipeline created.

We are looking for candidates to work out of our Phoenix, Austin, San Mateo office when they are not traveling.

What You’ll Do

• Partner with sales and channel leadership on the overall needs, strategy, focus, approach, and regular expected results from marketing specific to your region
• Execute best in class regional and local campaigns, both direct and partner led, including Verkada hosted events, regional trade shows, local webinars, and any other tactics needed to achieve pipeline goals
• Execute account based marketing programs on behalf of sales, and demonstrate to reps how they can execute program elements on their own
• Drive local, high touch, thought leadership and customer executive collaboration and community on the topic of physical security and the cloud
• Advise the corporate and broader demand generation hub as they develop, plan, execute, and measure supporting, highly impactful demand generation and marketing campaigns
• Work with top channel partners to develop their overall marketing and customer engagement approach
• Collaborate with Product Marketers to build the necessary positioning, messaging, customer advocacy, and assets

What You Bring

• 5-8 years of B2B marketing experience
• Strong ability to logistically execute on multiple concurrent events that require effective pre/during/post motions and communication among cross-functional teams
• Experience working with channel or strategic partners to plan and execute on programs that achieve excellent results
• Strong ability to qualitatively and quantitatively develop your understanding of the main personas that drive the procurement process and Verkada’s value proposition
• Proven ability to act as an advisor and peer with sales leadership
• Entrepreneurial spirit and ability to execute in ambiguous fast-paced environments
• Proven track record executing creative or out-of-the-box event and demand generation programs
• Willingness to travel 30-40% of the time (1-2 days a week on average)
• Inbox 0 mentality

US Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firm-wide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

As a Verkada Field Marketing Manager you are an essential member of the GTM function for our Mid-Market segment.  You will be instrumental in defining the strategic direction of our regional campaigns and event strategy needed to build pipeline and deepen relationships with our top accounts. You will do whatever it takes to develop a best-in-class ecosystem of security expertise to build market credibility and define the trajectory of our Mid-Market West business. If you are successful in this role, your contributions will directly result in millions of dollars of pipeline created.

We are looking for candidates to work out of our San Mateo, Austin, or Phoenix office when they are not traveling.

What You’ll Do

• Partner with sales and channel leadership on the overall needs, strategy, focus, approach, and regular expected results from marketing specific to your region
• Execute best in class regional and local campaigns, both direct and partner led, including Verkada hosted events, regional trade shows, local webinars, and any other tactics needed to achieve pipeline goals
• Execute account based marketing programs on behalf of sales, and demonstrate to reps how they can execute program elements on their own
• Drive local, high touch, thought leadership and customer executive collaboration and community on the topic of physical security and the cloud
• Advise the corporate and broader demand generation hub as they develop, plan, execute, and measure supporting, highly impactful demand generation and marketing campaigns
• Work with top channel partners to develop their overall marketing and customer engagement approach
• Collaborate with Product Marketers to build the necessary positioning, messaging, customer advocacy, and assets

What You Bring

• 5-8 years of B2B marketing experience
• Strong ability to logistically execute on multiple concurrent events that require effective pre/during/post motions and communication among cross-functional teams
• Experience working with channel or strategic partners to plan and execute on programs that achieve excellent results
• Strong ability to qualitatively and quantitatively develop your understanding of the main personas that drive the procurement process and Verkada’s value proposition
• Proven ability to act as an advisor and peer with sales leadership
• Entrepreneurial spirit and ability to execute in ambiguous fast-paced environments
• Proven track record executing creative or out-of-the-box event and demand generation programs
• Willingness to travel 30-40% of the time (1-2 days a week on average)
• Inbox 0 mentality

US Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

As a Verkada Field Marketing Manager you are an essential member of the GTM function for our Mid-Market segment.  You will be instrumental in defining the strategic direction of our regional campaigns and event strategy needed to build pipeline and deepen relationships with our top accounts. You will do whatever it takes to develop a best-in-class ecosystem of security expertise to build market credibility and define the trajectory of our Mid-Market West business. If you are successful in this role, your contributions will directly result in millions of dollars of pipeline created.

We are looking for candidates to work out of our San Mateo HQ, Phoenix, or Austin office when they are not traveling.

What You’ll Do

• Partner with sales and channel leadership on the overall needs, strategy, focus, approach, and regular expected results from marketing specific to your region
• Execute best in class regional and local campaigns, both direct and partner led, including Verkada hosted events, regional trade shows, local webinars, and any other tactics needed to achieve pipeline goals
• Execute account based marketing programs on behalf of sales, and demonstrate to reps how they can execute program elements on their own
• Drive local, high touch, thought leadership and customer executive collaboration and community on the topic of physical security and the cloud
• Advise the corporate and broader demand generation hub as they develop, plan, execute, and measure supporting, highly impactful demand generation and marketing campaigns
• Work with top channel partners to develop their overall marketing and customer engagement approach
• Collaborate with Product Marketers to build the necessary positioning, messaging, customer advocacy, and assets

What You Bring

• 5-8 years of B2B marketing experience
• Strong ability to logistically execute on multiple concurrent events that require effective pre/during/post motions and communication among cross-functional teams
• Experience working with channel or strategic partners to plan and execute on programs that achieve excellent results
• Strong ability to qualitatively and quantitatively develop your understanding of the main personas that drive the procurement process and Verkada’s value proposition
• Proven ability to act as an advisor and peer with sales leadership
• Entrepreneurial spirit and ability to execute in ambiguous fast-paced environments
• Proven track record executing creative or out-of-the-box event and demand generation programs
• Willingness to travel 30-40% of the time (1-2 days a week on average)
• Inbox 0 mentality

US Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

FT Nurse Practitioner (NP) | Austin Market
Location(s): West Lake Hills Infusion Center | Flex to: Arbor Walk Infusion Center 
Full-Time | Monday - Thursday + rotating Fridays & Saturdays, per clinic needs | 8:00 AM - 5:00 PM

Are you a skilled and compassionate Nurse Practitioner looking for an opportunity to make a meaningful impact in patient-centered infusion care? IVX Health is seeking an NP to provide high-quality, specialized infusion therapy in an outpatient setting. As a Nurse Practitioner at IVX Health, you’ll be at the forefront of delivering personalized, compassionate care to our patients. With your expertise in infusion therapy, you’ll oversee patient care, collaborate with a multi-disciplinary team, and serve as a trusted resource for patients, families, and providers. You’ll ensure every treatment is delivered with precision and care, making a real difference in patients’ lives.

Why Join IVX Health

• Make a Meaningful Impact – Deliver high-quality care that directly improves patients' lives and supports their families.
• Collaborative & Supportive Team – Work alongside a dedicated, multidisciplinary team in a positive and patient-focused environment.
• Grow Your Career – Access Continuing Education Units (CEUs), tuition reimbursement, and professional development opportunities. We cover the cost of CRNI (Certified Registered Nurse Infusion) and ONCC (Oncology Nursing Certification Corporation) certifications to support your career advancement.
• Advanced Clinical Training – Receive ultrasound IV skills training to enhance your expertise in infusion therapy.
• Prioritize Work-Life Balance – Enjoy flexible scheduling, ample PTO, and the ability to truly disconnect and recharge during holidays.
• Innovative Outpatient Care – Be part of a cutting-edge healthcare model that prioritizes patient comfort, seamless care coordination, and specialized infusion therapies.

What You Will Do

• Provide Direct Patient Care – Deliver on-site and virtual supervision while administering infusions and injections with precision.
• Conduct Patient Assessments – Perform evaluations, document SOAP notes, and monitor treatment responses.
• Educate and Support Patients – Guide patients and families through treatment expectations, potential side effects, and disease management.
• Ensure Compliance and Quality – Maintain accurate records in the Electronic Health Record (EHR) system, review nursing documentation, and uphold HIPAA and OSHA standards.
• Optimize Clinical Workflows – Assist with chart preparation and treatment planning to streamline patient visits.
• Collaborate with Healthcare Teams – Work closely with referring providers and cross-functional teams to enhance care coordination.
• Support Operations and Training – Assist in inventory management, prior authorizations, and regulatory adherence.
• Flexibility and Adaptability – Work at multiple facilities within a designated market as needed.
• Perform Additional Duties – Take on other responsibilities as assigned to support patient care and organizational objectives.

What We're Looking For

• Active and Unrestricted Licenses – Nurse Practitioner (NP) license and Registered Nurse (RN) license (if required by the state).
• Board Certification – AANP or ANCC certification required.
• Life Support Certifications – BLS certification required; PALS certification preferred.
• Clinical Experience – Background in an ambulatory infusion center, outpatient specialty clinic, or similar setting is a plus.
• Ability to Treat a Diverse Patient Population – Must be able to care for both adults and pediatrics—Family Nurse Practitioner (FNP) preferred.
• Strong IV and Infusion Therapy Skills – Experience with specialty biologics, medication management, and emergency response protocols.
• Proficiency in Clinical Documentation – Experience with EHR systems and a strong understanding of HIPAA and regulatory compliance.
• Exceptional Communication & Collaboration – Ability to work effectively with patients, families, and multidisciplinary teams.

FT Registered Nurse (RN) | Austin Market
Location(s): South Austin Infusion Center 
Full-Time | Monday - Thursday + rotating Fridays & Saturdays | 8:00 AM - 5:00 PM 

Are you a skilled and compassionate Registered Nurse (RN) looking for an opportunity to make a meaningful impact in patient-centered infusion care? IVX Health is seeking an RN to provide high-quality, specialized infusion therapy in an outpatient setting. As a Registered Nurse at IVX Health, you’ll be at the forefront of delivering personalized, compassionate care to our patients. With your expertise in infusion therapy, you’ll administer treatments, monitor patient responses, and collaborate with a multi-disciplinary team to ensure the highest standard of care. Every treatment you deliver will help improve patients’ lives and provide them with the support they need.

Why Join IVX Health

• Make a Meaningful Impact – Deliver high-quality care that directly improves patients' lives and supports their families.
• Collaborative & Supportive Team – Work alongside a dedicated, multidisciplinary team in a positive and patient-focused environment.
• Grow Your Career – Access Continuing Education Units (CEUs), tuition reimbursement, and professional development opportunities. We cover the cost of CRNI (Certified Registered Nurse Infusion) and ONCC (Oncology Nursing Certification Corporation) certifications to support your career advancement.
• Advanced Clinical Training – Receive ultrasound IV skills training to enhance your expertise in infusion therapy.
• Prioritize Work-Life Balance – Enjoy flexible scheduling, ample PTO, and the ability to truly disconnect and recharge during holidays.
• Innovative Outpatient Care – Be part of a cutting-edge healthcare model that prioritizes patient comfort, seamless care coordination, and specialized infusion therapies.

What You Will Do

• Provide Direct Patient Care – Deliver on-site and virtual supervision while administering infusions and injections with precision.
• Conduct Patient Assessments – Conduct patient assessments, document observations, and monitor treatment responses.
• Educate and Support Patients – Guide patients and families through treatment expectations, potential side effects, and disease management.
• Ensure Compliance and Quality – Maintain accurate records in the Electronic Health Record (EHR) system, review nursing documentation, and uphold HIPAA and OSHA standards.
• Optimize Clinical Workflows – Assist with chart preparation and treatment planning to streamline patient visits.
• Collaborate with Healthcare Teams – Work closely with referring providers and cross-functional teams to enhance care coordination.
• Support Operations and Training – Assist in inventory management, prior authorizations, and regulatory adherence.
• Flexibility and Adaptability – Work at multiple facilities within a designated market as needed.
• Perform Additional Duties – Take on other responsibilities as assigned to support patient care and organizational objectives.

What We Are Looking For

• Active and Unrestricted Registered Nurse (RN) license
• Life Support Certifications – BLS certification required; PALS certification preferred.
• Clinical Experience – Background in an ambulatory infusion center, outpatient specialty clinic, or similar setting is a plus.
• Strong IV and Infusion Therapy Skills – Experience with specialty biologics, medication management, and emergency response protocols.
• Proficiency in Clinical Documentation – Experience with EHR systems and a strong understanding of HIPAA and regulatory compliance.
• Exceptional Communication & Collaboration – Ability to work effectively with patients, families, and multidisciplinary teams.

Employment type:

• Full time 

What you'll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams 
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Supervising one or more NP or PA colleagues
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Enrolled in, or have completed, an accredited Family Medicine residency program
• Practiced at least 2 of the last 5 years in an outpatient primary care setting
• Board Certified in Family Medicine, or Board Eligible with plans to obtain board certification within 1 year of your One Medical start date 
• State licensed in Texas, obtained before your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Austin, TX.

Employment type:

• Full time 

What you'll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams 
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Supervising one or more NP or PA colleagues
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Enrolled in, or have completed, an accredited Family Medicine residency program
• Practiced at least 2 of the last 5 years in an outpatient primary care setting
• Board Certified in Family Medicine, or Board Eligible with plans to obtain board certification within 1 year of your One Medical start date 
• State licensed in Texas, obtained before your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Austin, TX. More information about our Congress Avenue location HERE.

Employment type:

• Full time 

What you’ll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams 
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Supervising one or more NP or PA colleagues
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Enrolled in, or have completed, an accredited Family Medicine or Medicine/Pediatrics residency program
• Practiced at least 2 of the last 5 years in an outpatient primary care setting seeing all ages (0+)
• Board certified in Family Medicine or Medicine/Pediatrics, or Board Eligible with plans to obtain board certification within 1 year of your One Medical start date 
• State licensed in TX, obtained before your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Austin, TX. More information about our Aldrich Street Office HERE.

Relocation assistance may be available for this role.

Employment type:

• Full time 

What you’ll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams 
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Supervising one or more NP or PA colleagues
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Enrolled in, or have completed, an accredited Family Medicine or Medicine/Pediatrics residency program
• Practiced at least 2 of the last 5 years in an outpatient primary care setting seeing all ages (0+)
• Board certified in Family Medicine or Medicine/Pediatrics, or Board Eligible with plans to obtain board certification within 1 year of your One Medical start date 
• State licensed in TX, obtained before your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Austin, TX. More information about our South Austin Office HERE.

Relocation assistance may be available for this role.

Employment type:

• “Casual Employee” (per diem, hourly clinician role)
• 8-23 patient care hours per week
• Shifts: Saturday and extended hours 6pm-9pm

Location:

• Seeing patients across multiple offices in Austin, TX.
• Weekly schedule will include hours at several clinics in Austin, TX

What you'll be working on:

• Seeing patients with a broad array of patient needs; conducting a mix of acute, chronic, and well visits (not a panel-building role)
• Treating patients in-office as well as conducting occasional tele-health visits
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams 
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• At least 2 years of primary care experience required.
• Currently licensed or ability to obtain licensure in the state of Texas.
• The ability to build successful relationships with team members and communicate effectively both 1-on-1 and in groups.
• Can thrive in a fast-growing, mission driven organization focused on using data to improve patient outcomes.
• Board Certification in Family Medicine or MedPeds.

 One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

Casual/Per Diem/Locums Providers receive

• Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%
• UpToDate Subscription - An evidence-based clinical research tool
• One Medical Issued laptop (to allow for secure access to our EHR)
• Sick Time PTO eligible in accordance with local requirement

This is an hourly role with openings across Austin, TX.

One Medical is committed to fair and equitable compensation practices.

Employment type:

• Full time 

What you’ll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams 
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Supervising one or more NP or PA colleagues
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Enrolled in, or have completed, an accredited Family Medicine or Medicine/Pediatrics residency program
• Practiced at least 2 of the last 5 years in an outpatient primary care setting seeing all ages (0+)
• Board certified in Family Medicine or Medicine/Pediatrics, or Board Eligible with plans to obtain board certification within 1 year of your One Medical start date 
• State licensed in TX, obtained before your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Austin, TX.

Relocation assistance may be available for this role.

Employment type:

• Full-time 

What you’ll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Completed an accredited FNP or PA program with a national certification 
• In the past 5 years, practiced as an Advanced Practitioner for at least:
• 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+)
• State licensed in Texas, obtained by your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Austin, TX.

Relocation assistance may be available for this role.

Employment type:

• Full time or part time

What you’ll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams 
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Supervising one or more NP or PA colleagues
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Enrolled in, or have completed, an accredited Family Medicine or Medicine/Pediatrics residency program
• Practiced at least 2 of the last 5 years in an outpatient primary care setting seeing all ages (0+)
• Board certified in Family Medicine or Medicine/Pediatrics, or Board Eligible with plans to obtain board certification within 1 year of your One Medical start date 
• State licensed in TX, obtained before your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Austin, TX. More information about our Domain Northside Office HERE.

Relocation assistance may be available for this role.

We are seeking a skilled and detail-oriented U.S. International Tax Manager to join our global tax team. In this role, you will oversee the company’s U.S. international tax planning, compliance, and reporting, ensuring alignment with business objectives while navigating complex tax laws. Working closely with internal and external stakeholders, you will drive the delivery of effective tax strategies and maintain compliance within an ever-evolving international tax landscape.

This role can be based out of our Austin office or remotely in the United States.

Key Responsibilities

• Compliance and Reporting: Manage and oversee U.S. international tax compliance, including forms such as Form 5471, Form 8858, Form 8865, and foreign tax credit calculations, ensuring accurate and timely filings
• Tax Planning: Provide technical expertise in the analysis, implementation, and optimization of U.S. international tax strategies, including GILTI, Subpart F, FDII, BEAT, and foreign tax credits
• Global Tax Operations: Support the preparation and review of quarterly and annual tax provisions, specifically focusing on international tax components of ASC 740 reporting
• Tax Research: Conduct detailed research on U.S. international tax laws, treaty benefits, and implications of legislative changes (e.g., OECD BEPS, U.S. Tax Reform), and provide actionable guidance to leadership
• Cross-Functional Collaboration: Partner with finance, legal, accounting, and other teams to advise on tax-efficient strategies for cross-border transactions, acquisitions, and expansions
• Tax Technology: Support process improvement initiatives related to tax automation, efficiency, and the use of tax software tools
• Audit Support: Assist with tax audits and reviews conducted by U.S. or foreign tax authorities, including preparing documentation and managing information requests

Minimum Qualifications

• Bachelor’s Degree in Accounting, Finance, Taxation, or a related field. CPA, JD, or advanced degree in Taxation (e.g., MST) strongly preferred
• 5-7 years of relevant experience in U.S. international tax within public accounting, a corporate tax department, or consulting
• Strong technical knowledge of U.S. international tax laws, including GILTI, Subpart F, FDII, BEAT, foreign tax credits, and treaty applications
• Proficiency in ASC 740 (accounting for income taxes), particularly for international tax provisions
• Working experience with U.S. compliance software such as Corptax, OneSource, or similar tools
• Excellent research and analytical skills with the ability to synthesize complex concepts and communicate recommendations
• Proven ability to manage multiple projects simultaneously in a deadline-driven environment

About MongoDB

MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the database for the AI era, enabling innovators to create, transform, and disrupt industries with software. MongoDB’s unified database platform, the most widely available, globally distributed database on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available across AWS, Google Cloud, and Microsoft Azure.

With offices worldwide and over 60,000 customers, including 75% of the Fortune 100 and AI-native startups, relying on MongoDB for their most important applications, we’re powering the next era of software.

Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. 

To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world!

MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

MongoDB, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type and makes all hiring decisions without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Req ID: 1273385023

The International Tax Director will execute all aspects of international tax including compliance, transfer pricing, and planning. The International Tax Director will manage a team of tax professionals, collaborate with external advisors, and work closely with finance, legal, and business units to support global tax initiatives.

We are looking to speak to candidates who are based in Austin, TX for our hybrid working model.

Key Responsibilities:

• Support IP and tax structure planning to maximize tax efficiency 
• Direct global tax compliance 
• Direct international quarterly and year-end accounting for income taxes (ASC 740).  Direct international tax provisions for foreign statutory financials
• Execute the Company's global transfer pricing strategy and policy including monitoring controlled transactions, transfer prices and adjustments
• Prepare and maintain intercompany agreements and allocations
• Review the tax components of certain customer agreements
• Review business initiatives to determine the tax impact  
• Direct corporate international tax research and interpretation
• Manage international tax audits 
• Direct post-acquisition integrations
• Work closely with Treasury in managing cash globally
• Coordinate with outside tax consultants and contractors for various tax projects 

Qualifications:

Education:

• Bachelor’s degree in Accounting, Finance, or a related field (CPA, MST or LLM (Taxation) preferred)

Experience:

• 10+ years of progressive experience in corporate tax, with at least 5 years in a leadership role
• Strong compliance and planning experience in a multi-national, multi-entity environment including the areas of: BEAT, GILTI, FDII, Subpart F, OECD Pillar Two, Check the Box Principles, U.S. Tax Treaty Research and Interpretation, Intellectual and Intangible Property Planning, and Transfer Pricing
• Working knowledge of international taxation in Europe and Asia

Skills:

• Understanding of SEC and GAAP reporting requirements
• Significant project management skills required
• Ability to navigate complex tax issues and provide strategic solutions
• Excellent communication and stakeholder management abilities

About MongoDB

MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the database for the AI era, enabling innovators to create, transform, and disrupt industries with software. MongoDB’s unified database platform, the most widely available, globally distributed database on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available across AWS, Google Cloud, and Microsoft Azure.

With offices worldwide and over 60,000 customers, including 75% of the Fortune 100 and AI-native startups, relying on MongoDB for their most important applications, we’re powering the next era of software.

Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. 

To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world!

MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

MongoDB, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type and makes all hiring decisions without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Req ID: 1273419615

The Travel Manager Americas is accountable for the strategy, operations, and optimization of the company’s corporate travel program across the Americas region, while also providing support for the regional leads. This role requires a consistent, cost‑effective, and employee‑centric travel experience while maintaining compliance with global travel & expense (T&E) policy and regional regulatory requirements. The role partners closely with Finance, HR, Procurement, Security, and regional business leaders to support business growth, traveler safety, and operational excellence.

We are looking to speak to candidates who are based in Austin, TX for our hybrid working model.

Key Responsibilities

Travel Program Strategy & Governance

• Own the Americas travel program, aligned to global T&E policy and mobility strategy
• Localize global travel policies for regional requirements (tax, labor, safety, visa, and regulatory)
• Act as the primary regional escalation point for travel‑related issues
• Supplier & Vendor Management

Manage regional relationships with:

• Travel Management Company (TMC)- Navan, Airlines, hotel chains, car rental providers
• Support sourcing, RFPs, and contract renewals in partnership with Procurement
• Track supplier performance against SLAs, cost targets, and traveler satisfaction metrics

Financial & Cost Management

• Drive cost optimization through preferred supplier adoption and traveler behavior change
• Partner with Finance on budgeting, forecasting, and savings initiatives
• Monitor leakage, out‑of‑policy spend, and compliance trends

Traveler Experience & Support

• Ensure a seamless, inclusive, and regionally relevant traveler experience
• Define traveler communications, guidance, and self‑service resources
• Oversee issue resolution related to disruptions, escalations, or complex bookings

Risk, Duty of Care & Compliance

• Partner with Security and Legal to support duty of care obligations
• Ensure regional alignment with traveler tracking, emergency response, and travel risk management
• Support audits and internal controls related to travel and expense programs

Stakeholder Management

• Serve as the regional point of contact for business leaders and HR partners
• Collaborate with Meetings & Events, Mobility, and People Ops teams
• Contribute to global travel governance forums and working groups

Skills & Experience Required

• 6–10+ years of experience in corporate travel, mobility, or T&E management
• Experience managing a multi‑country travel program, ideally across the Americas
• Strong vendor management and stakeholder communication skills
• Proven ability to manage cost, compliance, and traveler experience simultaneously
• Experience working in a global or matrixed organization
• Familiarity with travel booking tools, expense platforms, and travel data analytics
• Knowledge of regional tax, employment, and travel regulations (especially LATAM)
• Strong experience in developing processes, documentation, and standard operating procedures from the ground up
• Highly articulate with excellent verbal and written communication skills
• Strong organizational and problem-solving skills
• Experience with Navan, Concur, NetSuite, Brex , Amex and Google Sheets is a plus

Success Metrics (KPIs)

• Travel cost savings vs. baseline
• Policy compliance rate (booking and expense)
• Preferred supplier adoption
• Traveler satisfaction (CSAT/NPS or survey scores)
• Reduction in travel disruptions and escalations
• On‑time delivery of regional initiatives

About MongoDB

MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the database for the AI era, enabling innovators to create, transform, and disrupt industries with software. MongoDB’s unified database platform, the most widely available, globally distributed database on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available across AWS, Google Cloud, and Microsoft Azure.

With offices worldwide and over 60,000 customers, including 75% of the Fortune 100 and AI-native startups, relying on MongoDB for their most important applications, we’re powering the next era of software.

Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. 

To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world!

MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

MongoDB, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type and makes all hiring decisions without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Req ID: 1273418012

Do you want to be a part of the clean energy movement? Are you passionate about improving our environment for this generation and those to follow? Are you ready to take on new challenges and collaborate with a future-focused team leading the way into new markets? Join Nexamp! 

This is where you can learn from industry leaders and become one yourself. It's fast-paced, mission-based work that challenges the status quo. Be on the team that's changing the world. 

What we’re looking for: 

Nexamp is looking to hire a Senior Utility-Scale Development Finance Associate. You will be responsible to support Nexamp’s utility-scale development efforts by serving as a bridge between the Utility-Scale Development and Capital Markets teams. The Senior Associate helps ensure project assumptions, diligence materials, and operational insights are accurately reflected in financial analyses, financing activities, and ongoing facility management. By improving coordination across development and financing workstreams, this role helps advance financeable projects, support efficient capital deployment, and strengthen management of existing financing relationships.

We are accepting candidates across our hub offices of Chicago, IL, Boston, MA, and Austin, TX, where you will be hybrid. You will report to the Senior Vice President, Utility-Scale. 

What you’ll do:  

• Serve as the analytical cross-functional partner and primary point of contact between the Utility-Scale Development team and Capital Markets, translating project-level development updates (schedule, permitting, commercial terms, budget) into financial and strategic inputs that drive project prioritization, financing, and decision-making. 
• Maintain and update project-level and portfolio-level financial models for the evaluation of utility-scale project opportunities. 
• Coordinate internal workstreams and track deliverables during the execution of debt, tax equity, tax credit transfer, and other structed financing transactions and ensuring materials are delivered on time throughout the transaction lifecycle. 
• Prepare and update utility-scale financing facilities, including lender reporting, covenant compliance tracking, consent and waiver requests, and coordinate inputs with internal teams and financing counterparties. 
• Monitor and analyze market trends, financing structures, and investor activity across renewable energy capital markets, preparing internal materials to support PPA origination, tax credit monetization, M&A opportunities, and other capital deployment decisions. 
• Prepare presentations, transaction summaries, and internal approval materials used by senior management, investment committees, and financing counterparties to support utility-scale project decision-making.

What you’ll bring: 

• Bachelor’s degree in Finance, Economics, Business, Engineering, Accounting, or a related field or equivalent combination of education and relevant work experience.   
• 2+ years of relevant experience in renewable energy, project finance, development finance, capital markets, investment banking, consulting, or a related analytical role.  
• Proficiency in Excel and PowerPoint with strong financial modeling and analytical skills, with the ability to interpret project economics and support scenario analysis.   
• Strong organizational and project management skills, with attention to detail and ability to manage multiple workstreams and deadlines while working in a fast-paced environment.  
• Ability to gather, synthesize, and clearly communicate project-level information through presentations, memos, and approval materials that support diligence, reporting, and decision-making. 
• Experience supporting financial analysis, budgeting, forecasting, or valuation work, preferably in energy or infrastructure.  
• Exposure to utility-scale solar, storage, or broader renewable energy development is preferred.
• Familiarity with project finance concepts, including debt, tax equity, tax credit transfer, or other structured financing solutions, is preferred.
• Experience supporting due diligence, transaction execution, or management of financing or investment processes is a plus.  
• Understanding of key project development inputs such as schedule, budget, commercial assumptions, and milestone tracking is preferred.  
• Commitment to Nexamp's mission and have a passion for solving tomorrow's climate crisis today.
• Demonstrated experience in effectively communicating information, ideas, and perspectives with people inside and beyond your organization.   
• Experience in showcasing initiative to make improvements to current work, processes, products, and services across the organization. We value accountability and an ownership mentality. 
• Ability to ask appropriate questions, analyze data, identify the root causes of problems, and present creative solutions. 
• Expertise in building strong internal and external relationships with customers and stakeholders, instilling trust and loyalty across the industry. 
• Eagerness to develop a fundamental understanding of how Nexamp operates and then apply that knowledge effectively to inform business decisions.  

If you don’t meet 100% of the above qualifications, but see yourself contributing, please apply.

 At Nexamp, our mission is to build the future of energy so it is clean, simple, and accessible for all. We are committed to providing a work environment free from discrimination. We are proud to be an equal opportunity employer. We do not discriminate against applicants on the basis of race, ethnicity, religion, sex, gender, sexual orientation, gender identity, disability status, veteran status, or any other basis protected by law. By encouraging a culture where ideas and decisions come from all people, we believe it will help us grow, innovate, and be a part of environmental and social change.

You’ll love working here because:  

Not only will you get to take part in meaningful work and have the chance to change the world alongside innovative, dedicated, and motivated peers, but you will also have access to all the benefits that Nexamp offers! This includes our competitive compensation package; a 401(k) employer-match; health, dental, and vision insurance starting day one; flexible paid time off and holiday PTO; commuter benefits, and cell phone reimbursement. We have headquarters in Boston, MA and Chicago, IL, in addition to growing offices nationwide. We provide healthy snacks, coffee, service days and other volunteer opportunities, company outings, and more!  

Compensation   

The reasonably estimated salary for this role at Nexamp ranges from $84,000 - $105,000. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual bonus programs based on individual and company performance, non-annual sales incentive plans, or other non-annual incentive plans). Additionally, you may be eligible to participate in the Company’s stock option plan. Actual base salary may vary based upon, but is not limited to, skills and qualifications, internal equity, performance, and geographic location. 

Nexamp's People team manages all aspects of recruitment and hiring within our organization. We want to inform third-party recruiters, staffing firms, and related agencies that Nexamp does not accept unsolicited resumes. Resumes will only be considered from these entities if a signed agreement is in place and the People team explicitly authorizes external recruiting assistance for a specific position. Any unsolicited resumes received will be deemed the property of Nexamp. We want to emphasize that Nexamp is not liable for any fees associated with unsolicited resumes. 

Verkada is building a world-class sales organization. Our business requires highly motivated and capable sales professionals. We prioritize drive and demonstrated success in whatever sales role you’ve been in before — we care far less about fancy pedigrees, schools, or a resume with “brand name” companies. We have a fun, positive culture of success, and of course, we pay well.

What You’ll Do

• Source and close new business to consistently meet or exceed quarterly sales quotas
• Build an intimate understanding of Verkada products and their place in the industry
• Manage the full sales cycle: Prospect for new customers, host online demos, create proposals, and close deals
• Maintain accurate pipeline management with expert-level forecasting 
• Aggressively exceed goals consisting of outbound phone calls, emails, online demos, and trials every quarter
• Act as a trusted advisor and subject matter expert to customers and channel partners
• Work closely with Channel Partners & Technical Support to ensure smooth launches and fuel future product growth
• Provide market/client feedback to Verkada’s product/engineering team

What You Bring

• At least 2+ years of sales experience in a quota-carrying capacity 
• Highly effective communication skills, with ability to build rapport, nurture relationships, and strong presentation skills
• Thrive in a dynamic, competitive,  and fast-paced startup environment
• Bachelors degree preferred but not required 
• Experience in Salesforce is a plus 
• Tenacity, drive to learn, and self-motivated
• Must be willing and able to work onsite five days per week

US Employee Benefits

About the Role

We’re looking for a detail-oriented and highly organized Tradeshow Associate to support the planning and execution of key industry tradeshows and event activations that strengthen brand awareness and drive demand. In this role, you’ll help coordinate logistics, manage pre- and post-event workflows, and ensure our presence at each show is executed flawlessly.

As a critical member of the Events team, you’ll collaborate closely with marketing, sales, and external vendors to deliver polished, on-brand experiences across your assigned events. This is an individual contributor role reporting into the Director of Events, and is ideal for someone looking to grow their career in event and tradeshow operations.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

• Assist in planning, organizing, and executing field marketing events such workshops, executive dinners, lunch & learns and virtual events, supporting Field Marketing Managers to drive their growth against quarterly goals
• Manage event logistics end to end - from venue sourcing, contract management, stakeholder scheduling and communication to post-event follow up
• Help streamline campaign management setup and post-event follow using Marketo and Salesforce
• Negotiate and manage contracts with vendors, venues, and other partners, ensuring favorable terms and timely deliverables
• Coordinate and facilitate effective communication among cross-functional teams throughout the event process

What You Bring

• 2-4 years of experience in event planning for a technology company (ideally third-party events)
• Proven ability to execute, day in and day out, at an incredibly high level against consistent results
• Excellent communicator with proven ability to clearly convey complex ideas and data in written, presentation and spoken formats to a variety of audiences
• Entrepreneurial drive & mindset
• Salesforce.com and Marketo/Hubspot
• 0 inbox mentality
• Ability to travel up to 40%

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

Verkada is building a world class sales organization and is seeking highly motivated, results-driven Sales professionals to join our Mid-Market Select team. The Mid-Market Select team will play a crucial role in driving new business acquisition for the largest, most strategic segment of Mid-Market.

What You’ll Do

• Source and Cultivate Opportunities:
• Proactively identify and pursue new strategic business opportunities within Select Named Accounts.
• Conduct strategic outbound prospecting through phone calls, emails, in-person field events, and online outreach to generate leads.
• Sales Cycle Management:
• Manage the complete sales cycle, from initial contact to close, with a focus on meeting or exceeding quarterly sales quotas.
• Conduct online demos, create compelling proposals, and actively participate in demos & trials / proof of concepts to showcase Verkada's value proposition.
• Create effective presentations and proposals; create urgency to drive deal closure, negotiate pricing and contractual agreements.
• Territory Planning and Forecasting:
• Develop and implement a strategic territory plan to maximize opportunities within the Select segment.
• Maintain accurate pipeline management and contribute to forecasting efforts to ensure goal alignment.
• Customer Engagement and Consultation:
• Act as a trusted advisor to customers within the Select segment, understanding their needs and recommending Verkada solutions.
• Collaborate closely with channel partners to enhance customer relationships and drive successful launches.
• Initiate and manage expansion discussions to drive customer retention. This includes identifying customers’ goals and requirements, including budgetary constraints and key decision makers.

What You Bring

• Minimum of 4-9 years of sales experience, with a track record of success in a quota-carrying capacity.
• Possess a hunter sales mentality with a strong desire to be successful, and have a proven track record of prospecting, closing new logos, and landing accounts against incumbents.
• Effective communication skills, including the ability to build rapport, nurture relationships, and deliver compelling presentations.
• Ability to thrive in a dynamic, competitive, and fast-paced startup environment.
• Tenacity, drive to learn, and a self-motivated attitude.
• Bachelor's degree preferred but not required.
• Experience with Salesforce, LinkedIn, ZoomInfo & Outreach is a plus.
• Knowledge and execution of MEDDPICC is preferred.
• Ability to work collaboratively with internal teams: Channel, Sales Engineering and Marketing.
• Willingness to travel for customer meetings, presentations, and team collaborations.
• Must be willing and able to work onsite five days per week.

US Employee Benefits

• Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

  • Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans.
  • Nationwide medical, vision and dental coverage.
  • Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options.
  • Expanded mental health support.
  • Paid parental leave policy & fertility benefits.
  • Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time.
  • Professional development stipend.
  • Fertility Stipend.
  • Wellness/fitness benefits.
  • Healthy lunches provided daily.
  • Commuter benefits.

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

We’re looking for a detail-oriented and highly organized Tradeshow Associate to support the planning and execution of key industry tradeshows and event activations that strengthen brand awareness and drive demand. In this role, you’ll help coordinate logistics, manage pre- and post-event workflows, and ensure our presence at each show is executed flawlessly.

As a critical member of the Events team, you’ll collaborate closely with marketing, sales, and external vendors to deliver polished, on-brand experiences across your assigned events. This is an individual contributor role reporting into the Director of Events, and is ideal for someone looking to grow their career in event and tradeshow operations.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

• Assist in planning, organizing, and executing field marketing events such workshops, executive dinners, lunch & learns and virtual events, supporting Field Marketing Managers to drive their growth against quarterly goals
• Manage event logistics end to end - from venue sourcing, contract management, stakeholder scheduling and communication to post-event follow up
• Help streamline campaign management setup and post-event follow using Marketo and Salesforce
• Negotiate and manage contracts with vendors, venues, and other partners, ensuring favorable terms and timely deliverables
• Coordinate and facilitate effective communication among cross-functional teams throughout the event process

What You Bring

• 2-4 years of experience in event planning for a technology company (ideally third-party events)
• Proven ability to execute, day in and day out, at an incredibly high level against consistent results
• Excellent communicator with proven ability to clearly convey complex ideas and data in written, presentation and spoken formats to a variety of audiences
• Entrepreneurial drive & mindset
• Salesforce.com and Marketo/Hubspot
• 0 inbox mentality
• Ability to travel up to 40%

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About The Role

We are seeking a Senior Project Engineer in the Global Services division with expert experience in Cloud Security, IoT Systems, Networking, Linux systems, Security Surveillance, and Access Control. You will partner with the Global Services Manager and Territory Account Executives to service large and strategic customers within the Verkada footprint. In this role, you will interface with customers and partners on post-sales deployment project management, assisting with technical issues and providing expert-level configuration and training on Verkada Products. We need someone who will be highly motivated, able to learn quickly, and work independently while making an impact on the success of our Global deployments. 

We are committed to a thriving in-office culture. This role requires that you be on-site 5 days per week in New York City, NY.

What You'll Do

• Be the subject matter authority on the full Verkada suite of products and offerings and provide expert-level service to customers during the post-sales process
• Serve as the project management arm for customer accounts, ensuring successful deployments of Verkada products in the customer’s environment
• Magnify the value of Verkada products for customers through configuring and fine-tuning product features, use cases, and analytics; provide vendor-led training to customers
• Effectively serve as the technical voice to all levels of customer, from C-level executives to loss prevention managers and directors of IT
• Work directly with your Global Services Manager and Sales Account Executives to develop services strategies and workflows for the customer, as well as participate in cross-selling and up-selling opportunities
• Be a Product Technical Evangelist in training/educating partners, customers, and internal employees on the latest Verkada product offerings

What You Bring

• 4+ years of experience as a Sales Engineer, Technical Account Manager, Network Engineer, or Professional Services Consultant with a proven track record of working with Fortune 500 companies
• Bachelor's degree in Computer Science, Computer Engineering, Information Technology, Information and Computer Technology, Networking, IT Security, or similar field 
• Ability to gain FedRAMP Compliance: Must be a U.S. Citizen or Permanent Resident (Green Card) 
• Strong background in Computer Networking: HTTPS/SSL, VLANs, TCP/IP, DNS, NAT devices, DHCP servers, firewalls, and software systems
• Outstanding written & verbal communication skills to efficiently articulate technical matters with customers and partners
• Entrepreneurial and positive attitude with a strong desire to learn
• Ability to adapt to an ever evolving workplace and company
• Genuine excitement for software/hardware products, Cloud Security, and IoT devices
• Travel up to 25%

Preferred Qualifications

• Industry certifications such as AWS, CCNA, CCDA, CCNP, MCSE, CEH, Security+, A+, Network+
• Experience working with Linux systems 
• Previous startup experience

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

We are looking for a rockstar product lawyer who has a knack for creative problem solving and a desire to make an impact. You will be a cornerstone member of the Product Legal team and will be joining Verkada’s fast growing Legal team. This role reports into Verkada’s AGC for Product.

The ideal candidate will have experience advising product and hardware engineering teams on legal issues arising throughout the product development lifecycle, especially those relating to regulatory compliance, government procurement requirements, and marketing. You will also have expertise in one or more of the following areas: (1) domestic and international regulatory compliance for connected devices; (2) licensing and regulatory issues related to commercial alarm products and monitoring services, including fire safety systems; and/or (3) federal regulatory requirements for government contractor supply chain and dual use technologies. 

If you enjoy building from the ground up, this role is for you! We are committed to a thriving in-office culture. This role requires that you be on-site at our office in Austin, TX 5 days a week.

What You'll Do

• Be a legal go-to for the product, engineering, supply chain, and marketing teams, advising them on all legal aspects related to Verkada’s product offerings, including their development, marketing, sale, and compliance with applicable laws
• Advise company leadership about legal issues involving Verkada’s product offerings, help design and implement compliance programs, and provide practical legal risk mitigation strategies across multiple jurisdictions
• Simplify and distill complex, evolving legal frameworks into guidance that accelerates—not slows—product delivery
• Uplevel our product launch process and protocols to ensure new product offerings are adequately protected by and compliant with applicable laws and regulations
• Serve as a subject matter expert on product-related regulatory issues, including in relevant import/export and government procurement laws (e.g., NDAA/TAA/BAA), and support systematic documentation of our ongoing compliance with those laws
• Develop global internal controls, risk monitoring, and audit frameworks for OFAC, ITAR and emerging AI-related export controls that scale with the business
• Monitor new and emerging developments in applicable worldwide regulations and laws, and identify potential impacts on current and future Verkada product offerings

What You Bring

• J.D. degree from an ABA-approved law school or equivalent and a member of at least one state bar association in good standing
• 6+ years of legal experience comprising a combination of regulatory, IP, product counseling, marketing, and general transactional work (preferably with at least 2 years of in house experience)
• Experience advising multinational, complex fast-growing global companies, preferably with respect to both hardware and software product offerings
• Experience developing and implementing compliance programs and policies for hardware and software products, including alarms products
• Expertise in one or more of the following areas: (1) Federal procurement requirements for hardware and software (e.g. FedRAMP, FIPs, NDAA); (2) licensing and regulatory compliance for alarm products, including fire alarms; and/or (3) domestic and EU regulatory compliance for connected devices 
• Excellent legal and business judgment with the ability to provide practical, concise advice
• Proven ability to manage multiple projects, prioritize and meet deadlines

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits
  

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time

About the Role

We’re looking for a detail-oriented and highly organized Tradeshow Associate to support the planning and execution of key industry tradeshows and event activations that strengthen brand awareness and drive demand. In this role, you’ll help coordinate logistics, manage pre- and post-event workflows, and ensure our presence at each show is executed flawlessly.

As a critical member of the Events team, you’ll collaborate closely with marketing, sales, and external vendors to deliver polished, on-brand experiences across your assigned events. This is an individual contributor role reporting into the Director of Events, and is ideal for someone looking to grow their career in event and tradeshow operations.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

• Assist in planning, organizing, and executing field marketing events such workshops, executive dinners, lunch & learns and virtual events, supporting Field Marketing Managers to drive their growth against quarterly goals
• Manage event logistics end to end - from venue sourcing, contract management, stakeholder scheduling and communication to post-event follow up
• Help streamline campaign management setup and post-event follow using Marketo and Salesforce
• Negotiate and manage contracts with vendors, venues, and other partners, ensuring favorable terms and timely deliverables
• Coordinate and facilitate effective communication among cross-functional teams throughout the event process

What You Bring

• 2-4 years of experience in event planning for a technology company (ideally third-party events)
• Proven ability to execute, day in and day out, at an incredibly high level against consistent results
• Excellent communicator with proven ability to clearly convey complex ideas and data in written, presentation and spoken formats to a variety of audiences
• Entrepreneurial drive & mindset
• Salesforce.com and Marketo/Hubspot
• 0 inbox mentality
• Ability to travel up to 40%

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

We’re looking for a detail-oriented and highly organized Tradeshow Associate to support the planning and execution of key industry tradeshows and event activations that strengthen brand awareness and drive demand. In this role, you’ll help coordinate logistics, manage pre- and post-event workflows, and ensure our presence at each show is executed flawlessly.

As a critical member of the Events team, you’ll collaborate closely with marketing, sales, and external vendors to deliver polished, on-brand experiences across your assigned events. This is an individual contributor role reporting into the Director of Events, and is ideal for someone looking to grow their career in event and tradeshow operations.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

• Assist in planning, organizing, and executing field marketing events such workshops, executive dinners, lunch & learns and virtual events, supporting Field Marketing Managers to drive their growth against quarterly goals
• Manage event logistics end to end - from venue sourcing, contract management, stakeholder scheduling and communication to post-event follow up
• Help streamline campaign management setup and post-event follow using Marketo and Salesforce
• Negotiate and manage contracts with vendors, venues, and other partners, ensuring favorable terms and timely deliverables
• Coordinate and facilitate effective communication among cross-functional teams throughout the event process

What You Bring

• 2-4 years of experience in event planning for a technology company (ideally third-party events)
• Proven ability to execute, day in and day out, at an incredibly high level against consistent results
• Excellent communicator with proven ability to clearly convey complex ideas and data in written, presentation and spoken formats to a variety of audiences
• Entrepreneurial drive & mindset
• Salesforce.com and Marketo/Hubspot
• 0 inbox mentality
• Ability to travel up to 40%

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

We’re looking for a detail-oriented and highly organized Tradeshow Associate to support the planning and execution of key industry tradeshows and event activations that strengthen brand awareness and drive demand. In this role, you’ll help coordinate logistics, manage pre- and post-event workflows, and ensure our presence at each show is executed flawlessly.

As a critical member of the Events team, you’ll collaborate closely with marketing, sales, and external vendors to deliver polished, on-brand experiences across your assigned events. This is an individual contributor role reporting into the Director of Events, and is ideal for someone looking to grow their career in event and tradeshow operations.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

• Assist in planning, organizing, and executing field marketing events such workshops, executive dinners, lunch & learns and virtual events, supporting Field Marketing Managers to drive their growth against quarterly goals
• Manage event logistics end to end - from venue sourcing, contract management, stakeholder scheduling and communication to post-event follow up
• Help streamline campaign management setup and post-event follow using Marketo and Salesforce
• Negotiate and manage contracts with vendors, venues, and other partners, ensuring favorable terms and timely deliverables
• Coordinate and facilitate effective communication among cross-functional teams throughout the event process

What You Bring

• 2-4 years of experience in event planning for a technology company (ideally third-party events)
• Proven ability to execute, day in and day out, at an incredibly high level against consistent results
• Excellent communicator with proven ability to clearly convey complex ideas and data in written, presentation and spoken formats to a variety of audiences
• Entrepreneurial drive & mindset
• Salesforce.com and Marketo/Hubspot
• 0 inbox mentality
• Ability to travel up to 40%

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

We are looking for a rockstar product lawyer who has a knack for creative problem solving and a desire to make an impact. You will be a cornerstone member of the Product Legal team and will be joining Verkada’s fast growing Legal team. This role reports into Verkada’s AGC for Product.

The ideal candidate will have experience advising product and hardware engineering teams on legal issues arising throughout the product development lifecycle, especially those relating to regulatory compliance, government procurement requirements, and marketing. You will also have expertise in one or more of the following areas: (1) domestic and international regulatory compliance for connected devices; (2) licensing and regulatory issues related to commercial alarm products and monitoring services, including fire safety systems; and/or (3) federal regulatory requirements for government contractor supply chain and dual use technologies. 

If you enjoy building from the ground up, this role is for you! We are committed to a thriving in-office culture. This role requires that you be on-site at our office in San Mateo, CA 5 days a week.

What You'll Do

• Be a legal go-to for the product, engineering, supply chain, and marketing teams, advising them on all legal aspects related to Verkada’s product offerings, including their development, marketing, sale, and compliance with applicable laws
• Advise company leadership about legal issues involving Verkada’s product offerings, help design and implement compliance programs, and provide practical legal risk mitigation strategies across multiple jurisdictions
• Simplify and distill complex, evolving legal frameworks into guidance that accelerates—not slows—product delivery
• Uplevel our product launch process and protocols to ensure new product offerings are adequately protected by and compliant with applicable laws and regulations
• Serve as a subject matter expert on product-related regulatory issues, including in relevant import/export and government procurement laws (e.g., NDAA/TAA/BAA), and support systematic documentation of our ongoing compliance with those laws
• Develop global internal controls, risk monitoring, and audit frameworks for OFAC, ITAR and emerging AI-related export controls that scale with the business
• Monitor new and emerging developments in applicable worldwide regulations and laws, and identify potential impacts on current and future Verkada product offerings

What You Bring

• J.D. degree from an ABA-approved law school or equivalent and a member of at least one state bar association in good standing
• 6+ years of legal experience comprising a combination of regulatory, IP, product counseling, marketing, and general transactional work (preferably with at least 2 years of in house experience)
• Experience advising multinational, complex fast-growing global companies, preferably with respect to both hardware and software product offerings
• Experience developing and implementing compliance programs and policies for hardware and software products, including alarms products
• Expertise in one or more of the following areas: (1) Federal procurement requirements for hardware and software (e.g. FedRAMP, FIPs, NDAA); (2) licensing and regulatory compliance for alarm products, including fire alarms; and/or (3) domestic and EU regulatory compliance for connected devices 
• Excellent legal and business judgment with the ability to provide practical, concise advice
• Proven ability to manage multiple projects, prioritize and meet deadlines

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits
  

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time

About the Role 

Verkada is seeking an Enterprise Field Solution Engineer in the Central US Region with expert experience in Cloud Security, IoT Systems, Networking, Linux systems, Security Surveillance and Access Control. This individual will partner directly with their territory account executives to expand the Verkada footprint upmarket into Fortune 500 companies.  Responsibilities include directly interfacing with customers/partners throughout the sales process, overcoming technical objections, assisting customers in designing deployments with Verkada Products and providing technical assistance to territory account reps. The ideal candidate will be highly motivated, able to learn quickly and work independently while making impactful results for the company remotely.

What You'll Do

• Technical Leader: Be the subject matter authority on the full Verkada suite of products and offerings and articulate the value added benefits to customers throughout the sales process.
• Objection Handler: Overcome objections and defuse landmines while securing the technical win for Verkada.
• Evangelist: Effectively present the Verkada solution to all levels of customer, from C-level executives to loss prevention managers and directors of IT. Be a Product Technical Evangelist in training/educating partners, customers, and internal employees on the latest Verkada product offerings.
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration. 

What You Bring

• 3+ years of experience as a Sales Engineer, with a proven track record of working with Fortune 500 companies.
• Outstanding written and verbal English communication skills in order to clearly and efficiently articulate technical matters with customers and partners.
• Bachelor's degree in relevant technical or security field  from an accredited university.
• Strong background in Networking: HTTPS, VLANs, TCP/IP, DNS, NAT devices, DHCP and Firewalls.
• Bonus:
  • Industry certifications: AWS, CCNA, CCDA, CCNP, MCSE, CEH, Security+, A+, Network+, Microsoft Azure, CISSP, CSP.
  • Experience working with Active Directory, SAML/SCIM, API's, Python, and other coding languages is a plus.
  • Startup experience.

US Employee Benefits

About the Role

We’re looking for a strategic, highly organized Tradeshow and Event Marketing Manager to manage a portfolio of tradeshows and key experiential marketing activations. In this role, you will own a portfolio of high-impact third-party events—ranging from major industry tradeshows to regional conferences and sponsorship activations—and ensure Verkada shows up with a consistent, compelling, and results-driven presence.

As a core member of the Marketing organization, you’ll partner closely with field marketing, sales, product marketing, demand generation, and channel teams to create integrated event experiences that elevate our brand, drive pipeline, and support go-to-market goals. This is an individual contributor role reporting directly to our Director of Events, with significant cross-functional visibility and influence.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

Tradeshow Strategy & Planning

• Manage a portfolio of priority tradeshows, ensuring each event supports demand generation goals, regional priorities, and industry needs.
• Identify, evaluate, and recommend events based on standardized criteria, expected ROI, audience relevance, and competitive presence.
• Partner with Field Marketing, Sales, and Product teams to define goals, messaging, staffing needs, demos, and speaking opportunities.

Event Execution & Logistics

• Lead end-to-end execution of all assigned tradeshows, including booth design and production, show services, AV, shipping, fabrication, warehousing, and on-site operations.
• Own vendor and agency relationships, negotiate contracts, manage estimates/POs, and ensure all deliverables meet brand and quality standards.
• Plan and execute on-site experiences such as meetings, executive engagements, customer activities, and ancillary events.
• Manage staff scheduling, briefing, on-site training, and run-of-show documentation to ensure operational excellence.

Pre-, During-, and Post-Show Programs

• Partner with the Demand Gen team on pre-event goals, digital campaigns, and registration strategy.
• Oversee on-site lead capture, attendee flows, giveaway strategy, booth activations, and brand presence.
• Ensure timely post-event follow-up, including lead upload, reporting, and performance analysis.

Measurement & Reporting

• Own event performance tracking, budget management, and reporting—including spend reconciliation, lead quality, and ROI.
• Recommend improvements, new opportunities, and ongoing portfolio optimization based on data and insights.

What You Bring

• 7+ years of experience managing complex trade shows or large-scale B2B events, preferably in technology or SaaS.
• Proven success managing multiple concurrent events and competing deadlines.
• Strong project management skills with experience owning budgets, timelines, and cross-functional coordination.
• Demonstrated ability to negotiate with and manage external vendors, agencies, show services, and venues.
• Experience with booth design, fabrication, shipping logistics, show services, lead capture tools, and event technology platforms.
• Analytical mindset with the ability to use data to inform event selection, forecasting, and ROI evaluation.
• Comfortable traveling up to 40% (incl. occasional weekends/extended stays).
• Bachelor’s degree or equivalent experience.

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

We’re looking for a detail-oriented and highly organized Tradeshow Associate to support the planning and execution of key industry tradeshows and event activations that strengthen brand awareness and drive demand. In this role, you’ll help coordinate logistics, manage pre- and post-event workflows, and ensure our presence at each show is executed flawlessly.

As a critical member of the Events team, you’ll collaborate closely with marketing, sales, and external vendors to deliver polished, on-brand experiences across your assigned events. This is an individual contributor role reporting into the Director of Events, and is ideal for someone looking to grow their career in event and tradeshow operations.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

• Assist in planning, organizing, and executing field marketing events such workshops, executive dinners, lunch & learns and virtual events, supporting Field Marketing Managers to drive their growth against quarterly goals
• Manage event logistics end to end - from venue sourcing, contract management, stakeholder scheduling and communication to post-event follow up
• Help streamline campaign management setup and post-event follow using Marketo and Salesforce
• Negotiate and manage contracts with vendors, venues, and other partners, ensuring favorable terms and timely deliverables
• Coordinate and facilitate effective communication among cross-functional teams throughout the event process

What You Bring

• 2-4 years of experience in event planning for a technology company (ideally third-party events)
• Proven ability to execute, day in and day out, at an incredibly high level against consistent results
• Excellent communicator with proven ability to clearly convey complex ideas and data in written, presentation and spoken formats to a variety of audiences
• Entrepreneurial drive & mindset
• Salesforce.com and Marketo/Hubspot
• 0 inbox mentality
• Ability to travel up to 40%

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

We’re looking for a detail-oriented and highly organized Tradeshow Associate to support the planning and execution of key industry tradeshows and event activations that strengthen brand awareness and drive demand. In this role, you’ll help coordinate logistics, manage pre- and post-event workflows, and ensure our presence at each show is executed flawlessly.

As a critical member of the Events team, you’ll collaborate closely with marketing, sales, and external vendors to deliver polished, on-brand experiences across your assigned events. This is an individual contributor role reporting into the Director of Events, and is ideal for someone looking to grow their career in event and tradeshow operations.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

• Assist in planning, organizing, and executing field marketing events such workshops, executive dinners, lunch & learns and virtual events, supporting Field Marketing Managers to drive their growth against quarterly goals
• Manage event logistics end to end - from venue sourcing, contract management, stakeholder scheduling and communication to post-event follow up
• Help streamline campaign management setup and post-event follow using Marketo and Salesforce
• Negotiate and manage contracts with vendors, venues, and other partners, ensuring favorable terms and timely deliverables
• Coordinate and facilitate effective communication among cross-functional teams throughout the event process

What You Bring

• 2-4 years of experience in event planning for a technology company (ideally third-party events)
• Proven ability to execute, day in and day out, at an incredibly high level against consistent results
• Excellent communicator with proven ability to clearly convey complex ideas and data in written, presentation and spoken formats to a variety of audiences
• Entrepreneurial drive & mindset
• Salesforce.com and Marketo/Hubspot
• 0 inbox mentality
• Ability to travel up to 40%

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

The Role

• Leverage Pilot software to produce high quality books and financial reports
• Develop scalable and accurate accounting workflows to record a customer’s financial activity accurately and efficiently
• Build strong relationships with and provide exceptional experience to a portfolio of customers
• Mentor and develop newer team members\
• Manage complex client portfolios with high efficiency and minimal manager support
• Handle client escalations independently and make sound judgment calls on client issues
• Mentor and coach junior team members through knowledge sharing and feedback

Driving accuracy. Supporting strong financial operations. — Join Velocity Electronics as our next ACCOUNTANT in Austin, TX.

We are looking for an ACCOUNTANT in AUSTIN, TX to perform a variety of accounting functions to deliver exceptional experiences and outcomes. The functions include month-end close processes, financial statement preparation, balance sheet reconciliations, fixed asset accounting, compiling data for tax filings and other responsibilities. Activities will be carried out in multiple countries.

If you are detail-oriented and enjoy working in a collaborative finance environment that supports the business through reliable financial processes — we want to meet you.

What can you expect to do?

• Month-End Close: Perform month-end close duties while ensuring adherence to internal deadlines, company policies, and applicable accounting standards.
• Tax Filings: Complete activities associated with tax filings as assigned.
• Financial Operations Support: Support accounts receivable, accounts payable, and expense report processes.
• Team Training: Assist in training team members as needed.
• Financial Reporting: Assist in the preparation of timely and accurate monthly accrual-based financial statements and support schedules.
• Account Reconciliations: Prepare account reconciliations, including identification and resolution of discrepancies.
• Audit Support: Assist in responding to year-end external audit inquiries.
• Accounting Compliance: Seek management guidance to ensure all transactions are recorded appropriately in accordance with accounting standards and accurately reflect the activity and purpose of each account.
• Credit Management Support: Provide assistance with tasks related to establishing credit limits for new and existing business partners.

What is the experience and knowledge needed to be successful in this role?

• Bachelor’s degree in accounting or a related field; an advanced degree and/or active CPA license is preferred.
• 3+ years of experience in general ledger accounting and financial reporting.
• Experience in operational accounting and accounting services (AR, AP, etc.).
• Ability to handle sensitive and confidential information with discretion.
• Strong computer skills; experience with complex ERP systems is preferred.

Why Join Us:

At Velocity Electronics, our core values—Be Amazing Today, Demonstrate Mutual Respect and Trust, Act Courageously, and Own Your Outcomes—drive our success. Are you someone who thrives in a fast-paced environment and is driven to exceed goals? At Velocity, you’ll be empowered to take ownership of your success, build meaningful relationships, and drive growth through innovative solutions.  

Join a top independent electronic components distributor serving the world’s leading contract manufacturers and OEMs!  

ABOUT THE ROLE:

As Commercial Counsel at xAI, you'll provide legal support for the development of data centers by executing on some of the world’s largest and most interesting physical infrastructure transactions. You will tackle complex agreements, bring creative ideas and solutions to key business initiatives and streamline processes in a ludicrously fast-paced environment.  Expect to dive into strategic negotiations, balance legal, business and engineering priorities, and support xAI’s mission to advance AI-driven human scientific discovery.  This job will have global impact but will be  based in Palo Alto, California or Austin, Texas.

RESPONSIBILITIES:

• Lead negotiation and structuring of data center development deals, real estate transactions, capital equipment purchases, hardware and raw material procurement and much much more.
• Negotiate and manage power-related contracts: interconnection agreements, electricity service agreements, solar project deployments, sustainable storage system transactions, power purchase agreements (PPAs), behind-the-meter generation structures, gas supply / transport, water rights, and ERCOT/regulatory matters critical to hyperscale data center deployments.
• Draft, review, and negotiate construction contracts, engineering services for design-build, and related project documents for facilities involving insane amounts of power, absurd cooling systems, and advanced cabling and fiber get-ups, all in support of the world’s largest integrated GPU clusters .
• Support financing structures, tax incentives, complex lease arrangements, permitting activities, easement and land use transactions, and project finance elements that enable multi-billion-dollar-scale infrastructure investments.
• Partner closely with engineering, procurement, business development, and finance teams to align legal terms with technical and commercial requirements .
• Coordinate effectively with specialized outside counsel on complex matters while maintaining in-house strategic oversight and risk judgment.
• Contribute to broader commercial and procurement initiatives as our data center footprint grows.
• Be extremely versatile, highly responsive, ability to roll your sleeves up and pitch in for anything and everything needed in the Legal department, even if it’s unfamiliar or not in your lane.
• Sense of humor, humility and team based mentality is a must.

BASIC QUALIFICATIONS:

•  8+ years of legal experience–ideally through a combination of experience at innovative technology or development companies, and/or excellent law firms.
• Deep experience in commercial contracting, with a focus on large scale infrastructure projects.
• Proven track record of effectively managing a heavy workload and ability to prioritize correctly to close transactions according to aggressive business timelines 
• Tech-savvy-ish with an understanding or interest in datacenters and emerging AI technologies
• Have a strong sense of ownership and accountability, be inquisitive and enthusiastic about technology, enjoy being continually challenged, and can demonstrate sound judgment in high-stakes and ambiguous situations.
• Have a lot of charge in the battery!
• Creative solution oriented problem solver.
• JD from an accredited law school and active bar membership in at least one U.S. state.

COMPENSATION AND BENEFITS:

$240,000 - $285,000 USD

Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks.

ITAR REQUIREMENTS:

• To conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158, or be eligible to obtain the required authorizations from the U.S. Department of State. Learn more about the ITAR here.

Position Overview:

As the Director of Monetization Strategy, you will be the primary architect of Iterable’s economic engine. You aren't just managing a price list; you are defining how we capture value in a rapidly evolving MarTech ecosystem. You will sit at the intersection of Product, Sales, Finance, and Marketing to design and execute pricing and packaging strategies that drive sustainable growth, expand Net Revenue Retention (NRR), and align our success with our customers' success.

Responsibilities:

• • Strategic Vision: Lead the long-term monetization roadmap. You’ll evolve our current models from usage-based pricing toward value-based frameworks that reflect the power of our AI-driven orchestration.
  • Cross-Functional Leadership: Act as the "connective tissue" between Product (to price new features, and ensure our roadmap is optimized for capturing value), Marketing (to position value), and Sales (to ensure deal velocity).
  • Market Intelligence: Conduct deep-dive competitive analysis and buyer research to identify gaps in our current monetization strategy and capitalize on emerging market trends.
  • Packaging & Tiering: Design and optimize product bundles and editions that simplify the buying process for mid-market and enterprise customers alike.
  • Operational Excellence: Partner with RevOps to implement pricing changes within our systems (CPQ, billing) and develop the discounting frameworks and "guardrails" for the field.
  • Change Management: Lead the internal enablement for global sales teams, ensuring they can confidently articulate the "why" behind our pricing.

Qualifications:

• You have 10+ years of experience in SaaS monetization, management consulting, or strategic finance. You think in systems and understand the downstream impacts of a single pricing lever.
• You have direct experience in SaaS monetization, with a particular focus on monetizing AI
• You are comfortable navigating complex datasets to find the "signal" in the noise. You use data to prove your hypotheses about price elasticity and expansion paths.
• You can distill complex economic theories into simple, persuasive narratives for the Executive Leadership Team (ELT).
• You don't just want a seat at the table; you want to build the table. You enjoy creating processes where none existed.

Bonus Points

• Experience building and productionizing LLM based, agentic or autonomous systems that handle complex orchestration and evaluation.
• Experience establishing shared AI platforms or internal developer enablement capabilities
• Familiarity with analytics systems, experimentation workflows, or decisioning frameworks

Perks & Benefits:

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $172,000 - $260,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000 companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. For more information, visit www.gong.io.

At Gong, you will join a company built on innovative products, ambitious goals, and passionate people. We are shaping the future of revenue intelligence and we want people who are excited to build what comes next. You will work with a team that dreams big, moves fast, and cares deeply about the craft and about each other. Here, transparency and trust are core to how we operate, and every person has the opportunity to make a visible impact. If you want to grow, stretch, and do work that truly matters, Gong is the place to do the best work of your career.

We are seeking a highly experienced and strategic Senior Manager, Equity Administration to lead Gong’s global equity programs through a critical growth phase, including IPO readiness and execution.  This role will own the end-to-end equity administration function, ensuring compliance, scalability, and operational excellence across all employee equity plans.

This individual will be a key cross-functional partner to Legal, Finance, HR, Payroll, and external advisors, and will play a pivotal role in designing and executing equity strategies aligned with public company standards.

RESPONSIBILITIES

• Lead the global equity administration function, including stock options, RSUs, and other equity-based compensation programs
• Manage and optimize equity administration systems 
• Drive IPO readiness for equity processes, including:
  • Supporting S-1 preparation and disclosures
  • Ensuring compliance with public company reporting requirements (ASC 718, SEC disclosures)
  • Establishing scalable processes and internal controls (SOX readiness)
• Partner closely with Technical Accounting to ensure accurate accounting treatment and reporting of equity compensation
• Collaborate with Legal on equity plan design, board approvals, and regulatory compliance
• Work with HR and People teams on equity grant strategies, employee communications, and education programs
• Oversee cap table management and maintain accurate records of all equity transactions
• Coordinate with Payroll and Finance to ensure accurate tax withholding, reporting, and global compliance
• Manage external vendors, auditors, and consultants related to equity administration
• Support due diligence, audits, and valuation processes (409A and other valuations)
• Develop and document policies, procedures, and controls for equity administration
• Provide leadership, mentorship, and development for equity administration team members (as applicable)

QUALIFICATIONS 

• 8+ years of experience in equity administration, including leadership responsibilities
• Proven experience supporting a company through IPO readiness and/or public company equity administration
• Deep knowledge of equity compensation accounting (ASC 718) and SEC reporting requirements
• Hands-on experience with equity management platforms (Carta, Shareworks, etc.)
• Strong understanding of cap table management, equity plan design, and global equity compliance
• Experience collaborating cross-functionally with Legal, Finance, HR, and Payroll
• Excellent project management and process improvement skills
• High attention to detail and ability to manage complex, high-volume workflows
• Strong communication skills, with the ability to explain complex equity topics to diverse audiences 
• CPA, CEP (Certified Equity Professional), or equivalent certification
• Experience in high-growth, late-stage private companies (pre-IPO) 
• Preference for experience with Israeli equity awards and related tax/regulatory frameworks (e.g., Section 102)

PERKS & BENEFITS 

• We offer Gongsters a variety of medical, dental, and vision plans, designed to fit you and your family’s needs.
• Wellbeing Fund - flexible wellness stipend to support a healthy lifestyle.
• Mental Health benefits with covered therapy and coaching.
• 401(k) program to help you invest in your future.
• Education & learning stipend for personal growth and development.
• Flexible vacation time to promote a healthy work-life blend.
• Paid parental leave to support you and your family.
• Company-wide recharge days each quarter.
• Work from home stipend to help you succeed in a remote environment.

The annual salary hiring range for this position is $128k - $195k USD. 

Compensation is based on factors unique to each candidate, including, but not limited to, job-related skills, qualification, education, experience, and location. At Gong, we have a location-based compensation structure, which means there may be a different range for candidates in other locations. The total compensation package for this position, in addition to base compensation, may include incentive compensation, bonus, equity, and benefits. Some of our sales compensation programs also offer the potential to achieve above targeted earnings for those who exceed their sales targets. 

We are always looking for outstanding Gongsters! So if this sounds like something that interests you regardless of compensation, please reach out. We may have more roles for you to consider and would love to connect.

We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Gong recruiting email communications will always come from the @gong.io domain. Any outreach claiming to be from Gong via other sources should be ignored.

Gong is an equal-opportunity employer. We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, military status, genetic information, or any other basis protected by applicable law.

To review Gong's privacy policy, visit https://www.gong.io/gong-io-job-candidates-privacy-notice/ for more details.

<<#LI-KG1>>

Who Are We Looking For?

At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re seeking a qualified sales development representative (SDR) to find and screen potential customers who could benefit from our range of financial wellness products and services. As the first line of communication with a prospect, the ideal SDR has a strong understanding of the sales methodology and excels at:

• Engaging new clients through high volume calls and call cadences 

• Driving qualification, urgency and intent

• Creating effective sales meetings for sales closers that optimize prospect conversion

Vestwell SDRs should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way. SDRs are generally in this role between 6-9 months. After month 9, successful SDRs are eligible for promotion into full cycle, closing roles.

What Will You Be Doing?

• Represent the company’s products and services & deliver Vestwell’s value proposition to new prospects, including both financial advisors and business owners. 
• Qualify prospects, build intent & generate new meetings for sales through outbound calling. 
• Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps.
• Own your personal growth and development as a Vestwell sales representative by learning the financial services industry, Vestwell’s range of financial wellness solutions, and the mechanics of a modern sales process.
• Ability to utilize Salesforce & Salesloft to manage lead lists.
• Understanding the Vestwell partnerships.
• Understanding the products and services Vestwell offers.
• Master talk tracks and ability to qualify prospects.
  • Identify the needs of prospects, and suggest appropriate products or services.
• Set up meetings for prospects with field sales representatives.
• Report to sales manager with weekly, monthly, and quarterly results.

Requirements

The Necessities

• 1 or more years of experience in sales, with a track record of exceeding lead targets.
• Strong communication skills via phone and email.
• Proven, creative problem-solving approach and strong analytical skills.
• Displays self-motivation for sales coaching and development.
• Strong desire and ability to move up within a sales organization.

The Extras

• Bachelor’s degree (or equivalent) or at least five years of relevant work experience.
• Experience as a sales development representative, with a track record of achieving & exceeding sales quotas.
• Proficiency with Salesforce, Salesloft, or other CRM software.
• Financial services &/or small business sales experience. 

This role will be based in our Austin, TX office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $55K - $60K, plus performance based variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

#LI-Hybrid

Company Background: 

Ownwell has developed a leading end-to-end property tax solution that is purpose-built for SFR and CRE investors, operators, and property managers. We have brought Data Science and Machine Learning to a space that is ripe for disruption. We combine a best-in-class technology stack with local market expertise to reduce expenses, increase Net Operating Income, and drive operational efficiency for both our institutional clients and individual homeowners. Ownwell’s solution ensures you have the necessary tools, resources, and information to confidently manage your property taxes.

Ownwell has been recognized both in Austin and Nationally, as a top workplace by the likes of Fortune, BuiltIn, Inc, and Best Places To Work. We are well-funded and venture-backed by some of the best investors in the world such as First Round Capital and Bessemer Venture Partners. Our customer base has grown by more than 300% year-over-year with exceptional feedback demonstrating clear product market fit. We are looking for driven and passionate team members who thrive in a collaborative, positive culture where we all win together. If this sounds like the place for you, come help us change the way everyday homeowners manage their real estate across the country.

Our Culture

People are our superpower! Centered in everything we do is a true sense of team. We listen and we learn from each other. We are on this rocketship together and embrace a fast-paced, truly collaborative environment. We are here to win as a team and as a company.

We’ve brought together General Appraisers, Certified Public Accountants, Property Tax Consultants, Data Scientists, PhDs, best-in-class customer support representatives, and more to deliver top results for our customers.

Our core values are our guiding principles in everything we do

• Customer Obsession

• Take Ownership

• Do The Right Thing

• Go Far Together
• Accelerate Innovation

Role overview 

As a Recruiter, you will be responsible for managing full-cycle recruiting processes for multiple positions (Tech + Non Tech) at Ownwell. We will look to you to coach hiring managers and interviewers, source future team members, and build stage-appropriate hiring processes to ensure a robust and delightful recruiting process.

Requirements:

• 1-3 Years of recruiting experience, with proven success recruiting for high volume positions
• Proficiency with Applicant Tracking Systems and Recruiting Tools (Greenhouse, Ashby, LinkedIn Recruiter, and Gem experience preferred). 
• Strong interpersonal, written and oral communication skills
• Availability to work 5x per week in our Austin HQ.
• Previous experience at a startup or in a hyper-growth environment preferred

Responsibilities:

• Partner with hiring managers to determine staffing needs and develop interview plans to effectively assess candidates
• Source candidates using a variety of tools and best practices including Greenhouse, job boards, social media, and LinkedIn
• Take actions that build a talent pipeline for future open positions
• Conduct phone-screens and manage the entire interview process
• Process offers and conduct pre-employment screening of candidates
• Successfully meet or exceed recruiting metrics/goals

Ownwell offerings

• Entrepreneurial culture. Own your career; we are here to support you in the journey.
• Access to First Round Network to build your community outside of Ownwell.
• Flexible PTO. We believe in giving you the flexibility to own your time off. In addition to flexible time off, you will get 11 company holidays. We offer the last week of the year to recharge and reset.
• Competitive health benefits. We care for you and your family's health, as reflected in our benefits coverage.
• Learning support through a $1,000 stipend per year to enable investing in your individual learning needs.
• Supporting parental journey. We offer up to 16 weeks of fully paid parental and bonding leave to support your journey as a new parent.
• As applicable complimentary real estate and tax consulting licensing and renewal

Ownwell's vision is to democratize access to real estate expertise. When we say we want to provide access, we mean providing access to everyone. To do that well, we need a team that's broadly representative. We welcome people from all backgrounds, ethnicities, cultures, and experiences. Ownwell is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other status.

Vestwell’s Summer Non-Tech Internship Program

Now in its fifth year, our Summer Internship Program is a 10-week experience (June 8 to August 10, 2026) offering hands-on exposure across teams including Finance, Conversion Operations, Document Compliance, Partner Success, Retirement Plan Services, Enterprise Relationship Management, Payroll Operations, and National Sales.

Interns work on real projects alongside cross-functional teams, contributing through research, data analysis, and execution on key initiatives. Each intern is supported by a manager and mentor, with regular feedback and guidance. By the end of the program, interns are expected to contribute to a defined deliverable, operate independently within team workflows, and build a strong understanding of Vestwell’s business.


Who Are We Looking For?

We’re looking for curious, motivated individuals who want to learn and contribute in a fast-paced, collaborative environment. The ideal candidate is proactive, detail-oriented, and comfortable working across teams.

You have a strong sense of ownership, take initiative, and are interested in fintech and improving how people save and plan for their future. We’re especially excited about candidates interested in emerging technologies, including AI, who can identify opportunities to improve workflows and drive more efficient ways of working.

Through the program, you’ll gain exposure across the business and contribute to work that drives real impact.


What Will You Be Doing?

Day-to-day responsibilities may include:

• Support day-to-day team operations and contribute to active projects from day one
• Assist with data entry, analysis, reporting, and documentation across team workflows
• Contribute to AI workflow, process automation, or operational improvement initiatives (varies by team)
• Communicate clearly with internal stakeholders and, where applicable, external partners or clients
• Participate in weekly team meetings, recurring 1:1s with your manager, and cross-functional check-ins
• Document work, maintain internal resources, and contribute to team knowledge bases
• Process documentation, workflow mapping, and operational improvement initiatives
• Data analysis, reporting, and sales or billing operations support
• AI-assisted workflow and automation projects (select teams)
• Client and partner-facing relationship management support (select teams)
• Compliance, amendment, and documentation projects (select teams)

Requirements

The Necessities

• Rising or current seniors, or recent graduates (including boot camps or similar programs)
• Based in or able to work in a hybrid capacity in New York City, Austin, or King of Prussia
• Available for the full 10-week program (June 8 to August 10, 2026)
• Clear written and verbal communication skills
• Strong attention to detail and organizational ability
• Analytical thinking and problem-solving mindset
• Ability to manage multiple tasks and priorities simultaneously
• Collaborative, team-oriented, and proactive working style
• Proficiency with Microsoft Office Suite or Google Workspace
• Professional demeanor and coachable attitude

The Extras

• Experience with CRM platforms (e.g. Salesforce, HubSpot)
• Familiarity with project management tools (e.g. Asana, Jira, Notion, Monday.com)
• Exposure to AI tools or workflow automation platforms (e.g. Claude Cowork)
• Prior internship, work, or relevant project experience
• Knowledge of financial services, fintech, or retirement industry concepts

Program Benefits

• Competitive Pay: $35/hour up to 24 hours per week
• Curated Learning & Development: Build key skills through tailored programming, including time management, presentations, and fintech fundamentals
• Vestwell Swag: Receive a personalized swag package to feel part of the team from day one
• Weekly Meals & Snacks: Enjoy in-office breakfast and lunch options that keep the team connected
• Networking & Community: Participate in intern events and Employee Resource Group programming
• Performance Bonus: Earn a bonus based on your impact and overall program performance
• Portfolio-Ready Experience: Complete a final project that showcases your work and contributions
• Path to Full-Time: Top performers may be invited to interview for future full-time opportunities

Work Authorization and Visa Sponsorship

Applicants must be legally authorized to work in the United States for the full duration of the internship without employer sponsorship now or in the future. This internship is in person at our offices in New York, NY; Austin, TX; or King of Prussia, PA. We do not sponsor visas for this position, and candidates who require sponsorship now or in the future will not be eligible for consideration.

Candidates on F-1 or J-1 visas must have valid work authorization that allows for full-time internship participation, such as CPT, OPT, or J-1 Intern authorization through a designated sponsor (e.g., Cultural Vistas, InterExchange, Intrax, or similar programs).

Employment is contingent upon verification of work authorization and completion of any applicable background checks in accordance with company policies and applicable law. Candidates requiring visa-based work authorization must provide complete and verifiable documentation confirming eligibility to work in the United States for the full duration of the program (June 8 to August 10, 2026) prior to receiving an offer or beginning employment.

Application Window

Please note, we will no longer be accepting applications to our 2026 Summer Internship Program after May 11, 2026.

Who Are We Looking For?

We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.

A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams.

As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re a growth stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit.

What Will You Be Doing?

You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That’s just the base-line.

Day-to-Day, You May Also Be Expected To:

• Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate.
• Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory. 
• Develop repeat regional relationships with new financial advisor prospects.
• Maintain a robust retirement plan sales pipeline in your region. 
• Convert plan opportunities into closed won opportunities through a repeatable, scalable process. 
• Practice a proven and successful sales methodology (MEDDPICC). 
• Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM.
• Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc. 
• Support the regional RVP on any prospecting needs.

Requirements

The Necessities

• 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry.
• Ability to carry a plan sale over the entire sales cycle from prospecting to conversion.
• Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.).
• Strong attention to detail and a passion for creating a top-notch selling environment and process.
• A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline.
• Self-starter who can operate well in a collaborative team environment. 
• Good knowledge of Salesforce, comfort level with other Sales technology.
• Excellent written and verbal communication skills are a must.
• Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!

The Extras

• Startup and/or financial services experience
• Understanding of the defined contribution space a plus!

This role will be based in our New York City or Austin office, and will be part of Vestwell's hybrid in-office operation.

The expected OTE for this position is approximately $82K ($65K base + up to $17K variable). Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Who Are We Looking For?

We’re looking for a systems-minded operator who can own the feedback loop between our service channels and our knowledge ecosystem. You’ll ensure our external help center, agent knowledge, and AI training content stay tightly aligned to our highest volume tickets, channels, and categories, so both AI enabled automated and human agents resolve issues quickly and consistently. You will ultimately own the operational knowledge layer that powers both human and AI service resolution.

The ideal candidate thrives on bringing structure to complex operational challenges.You are both detail oriented and execution-focused, someone who can see the big picture while managing the day-to-day mechanics that move work forward. You will work within the operational rhythm and workflows, leveraging the AI feedback to improve the performance, identify and implement knowledge system improvements. 

This role owns the operational feedback loop between service demand signals (tickets, calls, AI conversations) and the knowledge systems that power both automated and human issue resolution. This role reports to the Director of Business Operations.

What Will You Be Doing?

As a Senior Associate, Knowledge Systems & Management, you will serve as an individual contributor responsible for driving operational initiatives from intake through implementation, while continuously improving the systems and documentation that support our internal teams.

Your responsibilities will include, but are not limited to:

• Build the infrastructure to monitor service channel trends and partner with the marketing team to create and optimize AI training content, agent knowledge resources, and customer facing support content.
• Ensure accurate knowledge is surfaced effectively within the agent workspace to support fast and accurate resolution of customer issues and utilized as part of automations that drive operational efficiency.
• Own the creation, maintenance, and governance of operational documentation, including workflow guides and internal knowledge resources.
• Collaborate with Marketing when internal knowledge informs customer-facing content to ensure alignment between internal processes and external guidance.
• Identify and implement changes that improve agent productivity, including increasing tickets resolved per day, reducing average handle time, and improving first-touch resolution rates. Ultimately, you’ll be expected to set targets for some of the following operational KPIs and ensure they are achieved:
  • First Touch Resolution
  • AI Containment Rate
  • Agent Handle Time
  • Tickets per Agent per Day
  • Help Center Deflection Rate
• Continuously review AI-handled conversations, agent interactions, and operational signals to identify gaps in the knowledge corpus.
• Analyze the effectiveness of the knowledge ecosystem by comparing the content surfaced to customers with the types of issues appearing in service channels. 
• Collaborate with marketing to refine external support content while maintaining ownership of the operational knowledge structure and accuracy. 
• Partner with AI and Business Systems teams by providing operational input and recommendations based on knowledge system performance and service outcome goals.
• Partner with Service leadership to align content improvements with operational needs while maintaining clear ownership of execution decisions.
• Track progress, identify risks and blockers, and proactively escalate issues to ensure successful and timely delivery.
• Translate system updates, process changes, and technical concepts into clear, actionable guidance for internal stakeholders.
• Support the BizOps team with operational changes to empower quick turnaround on the roadmap improvements

Requirements

The Necessities

• Ability to independently drive operational improvements from problem identification through implementation.
• Design and run small operational experiments to improve AI resolution rates, agent workflows, and knowledge effectiveness.
• Exceptional attention to detail and a commitment to operational accuracy.
• Excellent written and verbal communication skills, particularly in cross-functional environments.
• Demonstrated experience (2+ years preferred) in operations, process improvement, project coordination, or a related function.
• Proven ability to bring structure to ambiguity and execute with minimal oversight.
• Highly organized, proactive, and solutions-oriented mindset.
• Experience working with a help center or knowledge base (e.g Zendesk, Salesforce, Confluence) or similar. 
• Comfortable using ticket and channel data (exports, dashboards, or basic queries) to decide what to build or improve. 
• Familiarity with customer support concepts and metrics (CSAT, ASA, handle time, etc)

The Extras

• Experience in fintech, financial services, or a regulated operational environment.
• Familiarity with Jira, Confluence, Zendesk, Asana, AWS tools such as Connect or similar workflow and documentation tools.
• Experience writing customer facing help content, 
• Experience working in or alongside service centers. 
• Hands on experience with AI support tools (chatbots, virtual agents, or similar)

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $70K - $85K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Who Are We Looking For?

We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. 

Our mission-driven Client Success team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences  with an ability to make quick and accurate decisions. As a Client Success Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.

What Will You Be Doing?

• Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
• Help manage client expectations to avoid any disconnects with process and timing standards.
• Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction.
• Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools.
• Share data-driven insights with our product teams to improve our platform and planning roadmap.
• Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
• Being the friendly, knowledgeable first point of contact for inbound inquiries. 
• Conducting appropriate and timely follow up to ensure the highest level of service. 
• Communicating in a relatable, humanized way to promote trust and allegiance.
• Creating tickets and providing follow-up as required.
• Adhering to client-facing and internal Service Level requirements.
• Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.
• Posting interaction within our tooling to document updates to client accounts.

Requirements

The Necessities

• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.
• Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications.
• Strong commitment to superior customer service.
• Positive and proactive attitude.
• Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office.
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
• Must be willing to work 9am ET to 6pm ET.

The Extras

• Retirement industry experience
• Series 6, 7, 63, 65, 66
• QKA, QKC

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $50K - $55K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.