The Opportunity

Shift has earned its place as an industry innovator. Now it's time for the world to know it. We are looking for a high-impact Strategic Communications Director to dramatically elevate Shift's profile across tier-1 business and technology media, position our CEO as a preeminent voice in AI and insurtech, and ensure Shift punches well above its weight in market awareness.

This is not a traditional PR role. We want a strategist, storyteller, and execution oriented leader who knows how to move markets—someone who has the media relationships, executive presence, and creative instincts to break through the noise and put Shift on the map alongside the most recognized names in AI and enterprise technology.  We believe Shift’s story is a powerful one worth telling, and we’re looking for someone who can make it happen.

What You'll Do

Drive Tier-1 Media Coverage

• Build and maintain deep relationships with senior journalists, editors, and producers at leading business and technology outlets—including print, digital, and broadcast—across the Wall Street Journal, Financial Times, Bloomberg, Forbes, Fortune, CNBC, and sector-specific technology and insurtech media.
• Pitch and land feature articles, executive interviews, bylines, and well-placed quotes that position Shift as an essential voice in the AI and insurance transformation narrative.
• Develop compelling, news-driven story angles that resonate beyond the insurance vertical and into mainstream business and technology conversations.
• Manage all aspects of media relations, including rapid-response to breaking news, proactive pitching, and crisis communications preparedness.

Elevate CEO Visibility & Thought Leadership

• Own the CEO's communications platform end-to-end: develop speeches, keynote presentations, talking points, op-eds, and LinkedIn content that establish a distinct, compelling executive voice.
• Secure high-profile speaking opportunities at premier AI, insurtech, and investor conferences—including Davos-tier business forums, major technology summits, and industry flagship events.
• Prepare the CEO for media appearances, panel discussions, podcast interviews, and analyst briefings, ensuring every interaction reinforces Shift's strategic narrative.
• Build and manage relationships with event organizers, conference program committees, and industry organizations to ensure Shift's leadership is consistently represented on the most prestigious stages.

Shape Shift's Strategic Narrative

• Develop and continuously refine Shift's corporate communications strategy, messaging architecture, and brand narrative in close partnership with the CMO and CEO.
• Translate complex AI and insurance technology concepts into accessible, persuasive stories for diverse audiences—including business press, investors, partners, and customers.
• Collaborate across marketing, product, sales, and leadership to ensure a consistent, differentiated voice across all external channels.
• Monitor the competitive communications landscape and identify opportunities to seize narrative ground and inject Shift into key industry conversations.

Operate at the Executive Level

• Engage comfortably and credibly with Shift's Board of Directors, C-suite, strategic customers, and investor community—advising on communications strategy and representing the company externally when appropriate.
• Partner directly with the CMO on enterprise-wide communications priorities, budget, agency relationships, and team development.
• Serve as a trusted advisor and communications counselor to senior leadership on high-stakes announcements, market positioning, and reputational matters.

What We're Looking For

Required Qualifications

• 12+ years of progressive communications experience, with meaningful time in senior roles at a high-growth technology company, global PR agency serving tech clients, or both.
• A verifiable track record of securing feature coverage and prominent placement in tier-1 business and technology media—not just industry trade press.
• Proven ability to develop CEOs and senior executives as media figures and thought leaders, including speech and presentation development, media training, and conference positioning.
• A robust, active network of journalist, editor, and producer relationships at top-tier media outlets.
• Demonstrated success securing executive speaking slots at leading, high-profile industry conferences in AI, enterprise technology, financial services, or insurance.
• Exceptional writing skills—the ability to craft compelling narratives, speeches, op-eds, briefing documents, and messaging frameworks with minimal direction.
• Experience operating at the executive level, including advising C-suite and Board stakeholders and managing sensitive communications with discretion.

Strongly Preferred

• Background in or deep familiarity with AI, machine learning, insurtech, or enterprise SaaS—enough to credibly represent Shift's technology and market position.
• Experience navigating international or multi-market communications, given Shift's global footprint.
• Track record working with companies at scale-up or growth stage—motivated, entrepreneurial , resourceful, and adept at driving outsized impact with focused resources.
•  Existing relationships with organizers of marquee AI and insurtech conferences (e.g., Money20/20, InsureTech Connect, AI Summit, Davos forums).

What It Takes to Succeed

You are a hands-on communications leader who knows how to make things happen. You combine strategic vision with a willingness to jump in —developing narratives, driving media outreach, preparing executives, and managing high-priority opportunities from start to finish with a urgency and sound judgement. You are proactive, adaptable, and execution-focused, with the ability to operate effectively in a fast-paced global environment where priorities evolve quickly. You bring creativity, persistence, and strong judgment to every interaction and are motivated by elevating meaningful stories and delivering tangible results.

We are seeking a data-driven Senior Financial Analyst to lead the financial analysis of our customer lifecycle. Your mission is to provide deep visibility into why customers stay, why they grow, and why they leave. You will own the reporting and forecasting for Gross Revenue Retention (GRR) and Net Revenue Retention (NRR), serving as the strategic advisor to our Customer Success leadership.

What You'll Do:

Retention & Churn Analytics

• Metric Ownership: Own the calculation and reporting of core retention metrics, including Customer Churn, Gross Revenue Retention (GRR), and Net Revenue Retention (NRR).
• Cohort Analysis: Build and maintain monthly/quarterly cohort models to track how different customer segments (by size, industry, or product) perform over time.
• Churn Root-Cause Analysis: Partner with the CS & Product Growth team to categorize churn drivers and quantify the financial impact of specific product gaps or service issues.

Revenue Growth & Expansion

• Expansion Modeling: Analyze upsell and cross-sell trends to help CS & Product Growth leadership identify "white space" opportunities within the existing customer base.
• Unit Economics: Calculate and track Customer Lifetime Value (LTV) and the LTV:CAC ratio to ensure sustainable growth.
• Downsell/Contraction Monitoring: Identify early warning signs of "at-risk" customers by analyzing usage data and billing trends.

Strategic Planning & Forecasting

• Rolling Forecasts: Develop and maintain the renewals forecast, incorporating probability-weighted pipelines and historical churn rates.
• Board Reporting: Prepare materials for Board of Directors meetings and quarterly business reviews (QBRs) regarding revenue health.
• Incentive Alignment: Analyze the impact of CS compensation plans on retention outcomes to ensure financial goals align with team behavior.

Cross-Functional Partnership

• Act as the primary Finance liaison for the Chief Customer Officer and VPs of Customer Success and Product Growth.
• Collaborate cross-functionally to support monthly and quarterly readouts of revenue retention performance.

Who You Are:

• A highly collaborative and detail-oriented professional with 5-7 years of experience in a Finance, Accounting, or similar analytical role.
• Adept with revenue planning systems and possess strong foundational knowledge of profit and loss statements.
• Experience building and managing high-volume financial models, with a focus on detailed cohort analysis that focuses on revenue retention.
• Proficient with Microsoft Excel and skilled in data analysis and financial modeling.
• Familiar with Salesforce or similar CRM systems.
• Excited about leveraging technology to drive efficiency and accuracy. You have the ability to use AI to build predictive models for revenue forecasting and are keen to explore and utilize new tools to enhance your work.

We are looking for a high-energy, detail-oriented Financial Analyst to join our Revenue organization with a primary focus on Deal Desk operations. In this role, you will be the strategic partner to our Sales team, helping to structure complex deals, optimize pricing strategies, and ensure all contracts align with our financial and legal guardrails.

You aren't just a "gatekeeper"; you are a deal architect. You will balance the need for aggressive growth with the necessity of maintaining healthy margins and scalable revenue practices.

What You'll Do

• Serve as the primary point of contact for the GTM team for deal structuring, pricing, and commercial terms.
• Review and approve quotes and order forms, ensuring accuracy in pricing, discounts, and billing terms.
• Build and maintain financial models to evaluate deal profitability, Customer Lifetime Value (CLV), and Customer Acquisition Cost (CAC).
• Analyze historical deal data to identify pricing trends and provide recommendations for optimizing "floor," "target," and "list" pricing.
• Perform impact analysis on various discount structures to protect gross margins.
• Assist in the tracking and reporting of operational KPIs and key business metrics, providing timely and accurate information to stakeholders.
• Develop and track Deal Desk KPIs (e.g., average discount rates, approval turnaround time, and deal velocity).
• Own end to end reporting for International Revenue Initiatives.
• Collaborate with the Director of Revenue Analytics to support various ad-hoc financial projects and analyses as needed.

Who You Are

• A highly collaborative and detail-oriented professional with 3-5 years of experience in a Finance, Accounting, or similar analytical role.
• Adept with revenue planning systems and possess strong foundational knowledge of profit and loss statements.
• Experience building and managing financial models, with a focus on detailed variance analyses that drive actionable insights.
• Proficient with Microsoft Excel and skilled in data analysis and financial modeling.
• Familiar with Salesforce or similar CRM systems.
• Excited about leveraging technology to drive efficiency and accuracy. You have the ability to use AI to build predictive models for revenue forecasting and are keen to explore and utilize new tools to enhance your work.

POSITION SUMMARY:

Seeking a detail oriented Senior Compliance Analyst/Compliance Counsel for a newly created position supporting all aspects of Audax Private Equity’s compliance program.  Reporting directly to the CCO, the Senior Compliance Analyst will work closely with members of the Audax Private Equity investor relations, accounting, and investment teams.  The Senior Compliance Analyst will be an integral part of the Audax compliance team, based in Boston and New York.

RESPONSIBILITIES:

• Assist with implementation of Audax Private Equity’s compliance program
• Actively participate in annual reviews and risk assessments
• Perform periodic compliance testing and monitoring across the program
• Administer and enforce compliance policies and procedures, including maintaining compliance records and evidence requirements
• Track regulatory developments impacting private equity advisers
• Assist with developing new policies, procedures, and technological upgrades to meet increasing regulatory demands and growth in the business
• Work with various business unit representatives to incorporate compliance requirements into business processes
• Assist with oversight of service providers, support Reg S-P privacy and data protection controls and participate in incident response and escalation as needed
• Assist with Form ADV Parts 1 and 2, Form PF, and other filings
• Support SEC examinations and regulatory enquiries, including document production and response coordination
• Work closely with the Audax Private Equity investor relations team to create, review, and approve marketing materials and investor communications for multiple product lines
• Other ad hoc projects and special tasks related to compliance matters, as needed

REQUIREMENTS/QUALIFICATIONS:

• BA or BS degree required/JD Preferred
• 3 to 5 years of compliance experience within the financial services space, preferably with private fund advisor experience
• Professional maturity and ability to engage effectively at all levels, including with senior management
• Experience with compliance testing, monitoring and marketing material review preferred
• Ability to work independently and as part of a team, while effectively collaborating and communicating to coordinate workload, priorities, initiatives, and regulatory interpretations
• Sound judgment in a fast-paced, deadline driven environment, with the ability to prioritize time sensitive projects
• Detail oriented, organized, and analytical, with strong issue spotting and execution skills
• Motivated self-starter with a willingness to “roll up your sleeves” and identify opportunities for enhancement
• Clear and effective written and oral communicator
• Consensus builder with demonstrated self-awareness, humility, and ability to learn and adapt
• Pragmatic approach that balances regulatory and policy standards with business practice
• Relationship builder with partners throughout the organization and external to the organization
• Flexibility and a willingness to take on new, varied and cross functional projects
• Ability to be in office 4 days per week, with some flexibility as needed.

OTHER DUTIES: 

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Location: Boston, MA with 4 days a week in the office

The base salary range for this position is $100,000 - $150,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. 

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

ABOUT THE TEAM:
The Corporate Technical team is responsible for building and optimizing the many systems and internal technologies that enable Anduril to accomplish its mission. Anduril’s supply chain, accounting, sales & growth, field maintenance, manufacturing, and many more teams rely on the technology built and maintained by us. We call this system-of-systems “CorpOS”. Within CorpOS lies a suite of digital software solutions aimed at solving the problems for our growth, finance, people teams that interplays heavily with our ArsenalOS solutions that enable Anduril’s engineering, production and sustainment departments.

ABOUT THE JOB:
We are seeking a highly skilled Order to Cash (OTC) Product Manager to join our team. You will be responsible for designing, developing, implementing, and driving adoption of our ERP’s capabilities to ensure Anduril is successful for the near and long term. You will collaborate with cross-functional teams spanning engineering, supply chain, operations, manufacturing, accounting, finance, and more to understand the business needs, design solutions, and ensure our systems are aligned with the company's goals and objectives.

WHAT YOU'LL DO:

• Empower Order to Cash (Customer Inquiries/Quotes, Pricing, Order Mgmt & Fulfillment, Invoice Mgmt & Payment Processing) processes across the enterprise and enable growth through differentiated products.
• Understand E2E business processes and enabling business systems products to set roadmap strategy for continuous improvement and changing customer needs.
• Act as an advocate for our OTC stakeholders and leverage customer insights to build out product vision, strategy and roadmap.
• Translate your OTC roadmap into actionable plans by crafting comprehensive capability/feature descriptions and user stories that are digestible by business and tech teams.
• Influence and negotiate prioritized delivery across various technology product teams to deliver continuous improvement/next gen products to our Order to Cash value stream.
• Act as a business systems product evangelist and thought leader by understanding product capabilities across our ecosystem, aligning our business partners around best practices and delivering fit for purpose value stream solutions.
• Analyze quantitative and qualitative data to identify root cause of issues to determine the opportunity size and business impact.
• Partner with vendors and third-party service providers to integrate system tools and product solutions into the company's ecosystem.
• Collaborate with internal product development teams to build out custom solutions if we decide to build rather than buy.
• Develop total cost of ownership (TCO) for each product/tool, drive cost-benefit, return on investment, and NPV analyses to support decision making.
• Contribute to business systems product or technical knowledge assets by documenting all existing/new features, capabilities of our value-stream solutions.
• Support and deliver enterprise model product training to SMEs as needed.

REQUIRED QUALIFICATIONS:

• 10+ years of experience in designing, developing, and implementing business processes ERP solutions at manufacturing companies (Aerospace & Defense industry preferred).
• Structured Communication – our product manager must communicate across a broad range of functions and within several levels in the organization.
• Business Acumen – our product manager must have a deep understanding of Order to Cash, Logistics as well as a fundamental understanding of, Manufacturing, Operations and Finance/Accounting functions.
• Problem Solving – our product manager will formulate recommendations and strategies using fact-based analysis and proven methodologies, such as systems thinking, five whys, decision trees, etc.
• Proven track record of partnering with stakeholders while employing a high degree of collaboration and influence.
• Excellent business and technical communication skills, both written and oral, and the ability to convey messages in a persuasive manner and at the appropriate level of detail.
• Deep and broad expertise with cloud-based ERPs and CRMs (Oracle Fusion, SAP S4 Hana, NetSuite, Salesforce)
• U.S. Person status is required as this position needs to access export-controlled data.
• Ability to be in-office full time and willingness to travel up to 25-50% to visit other sites.

ABOUT THE TEAM

Anduril's Detection and Response team is looking for a Security Operations Analyst to be the watchtower for Anduril's critical defense technologies. As a SecOps Analyst on the detection and response team, you'll be responsible for monitoring and responding to adversarial activity while helping incorporate key detection feedback loops with the detection engineering team. As a Senior SecOps Analyst, you will serve as an incident commander alongside other senior analysts. When not responding to threats, you'll be asking questions of our data sets, conducting threat hunting and data normalization operations across the organization to understand user behavior and identify anomalies. 

WHAT YOU'LL DO

• Triage and respond to alerts / incidents covering multiple disciplines including, but not limited to, phishing, endpoints, cloud infrastructure and services, and SaaS applications
• Build and optimize tailored detection signatures, response playbooks, and response automation using detection-as-code principles
• As the frontline of DNR, you will lead the feedback loop for detections, ensuring alerts are fine tuned to reduce false positives
• Participate in threat modeling scenarios with cross-functional partners to understand weaknesses across Cloud, Mobile, Endpoints, and other environments incorporating findings into security controls and/or detection signatures
• Organize and conduct threat hunting and data baselines to identify anomalous patterns in data
• Participate in an on-call rotation responding to security events and conducting incident response investigations while effectively communicating findings to key stakeholders. As a Senior SecOps Analyst, you will serve as an incident commander as necessary.
• Proactively collaborate with a wide range of stakeholders, guiding detection and response maturity of key worlds, leading incidents and large-scale data baselines, and being responsible with mentoring and guiding junior analysts.

REQUIRED QUALIFICATIONS

• Experience in security monitoring, log analysis, and detection engineering within large data sets across endpoint, network, and a wide variety of application log sources
• Experience in Python development, specifically contributing to a shared codebase used for automating SOC operations
• Must have experience with one or more SIEM languages (SPL, KQL, SQL)
• Experience conducting analysis in a data lake environment
• Broad range of practical security knowledge across the spectrum of endpoint, network, identity, application, and cloud infrastructure
• Knowledge of attacker tactics, techniques, and procedures (TTPs) across Windows, Linux, MacOS, AWS/Azure, etc.
• Strong communication skills and experience collaborating with internal and external stakeholders
• Must be able to obtain and hold a U.S. Top Secret security clearance

PREFERRED QUALIFICATIONS

• Experience conducting incident response in the Cloud (AWS, Azure, GCP)
• Digital Forensics and/or reverse engineering experience is a plus!

Position Summary

The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines. 

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
• Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
• Provide support for advisors crafting an investment policy statement for a client
• Help update and maintain investment strategy collateral
• Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
• Support Focus Partners’ thought leaders through data collection and independent research
• Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
• Demonstrate an understanding of our investment strategies, policies, and procedures 

Qualifications

• 3+ Years of work experience in an investment-related position 

Education/Training 

• B.S. Accounting, Economics, Engineering, Finance, or Math
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred 

Knowledge, Skills, and Abilities 

• Proficient in Microsoft Office applications; excellent Excel skills
• Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
• Bloomberg and/or Morningstar Direct experience preferred
• Excellent quantitative and analytical skills
• Ability to communicate complicated financial topics clearly and simply
• Ability to manage multiple priorities and meet deadlines
• Committed to superb client service  
• Professional attitude and demeanor 

This position is an Exempt position. The annualized base pay range for this role is expected to be between $90,000 - $100,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Position Summary

The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines. 

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
• Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
• Provide support for advisors crafting an investment policy statement for a client
• Help update and maintain investment strategy collateral
• Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
• Support Focus Partners’ thought leaders through data collection and independent research
• Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
• Demonstrate an understanding of our investment strategies, policies, and procedures 

Qualifications

• 3+ Years of work experience in an investment-related position 

Education/Training 

• B.S. Accounting, Economics, Engineering, Finance, or Math
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred 

Knowledge, Skills, and Abilities 

• Proficient in Microsoft Office applications; excellent Excel skills
• Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
• Bloomberg and/or Morningstar Direct experience preferred
• Excellent quantitative and analytical skills
• Ability to communicate complicated financial topics clearly and simply
• Ability to manage multiple priorities and meet deadlines
• Committed to superb client service  
• Professional attitude and demeanor 

This position is an Exempt position. The annualized base pay range for this role is expected to be between $90,000 - $100,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Position Summary

We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform.

This role is located in Boston, MA.

Primary Responsibilities

• Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities.
• Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk.
• Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets.
• Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes.
• Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making.
• Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment.
• Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices.

Qualifications

Required

• Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field.
• Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management.
• Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications.
• Strong programming skills with experience building analytical workflows, models, and data pipelines.
• Experience working with modern data infrastructure, including Snowflake or similar environments.
• Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts.
• Excellent communication skills and the ability to explain complex analyses and technical concepts clearly.

Preferred

• Experience with business intelligence and data visualization platforms such as Power BI.
• Familiarity with cloud environments such as AWS, Azure, or GCP.
• Experience applying machine learning or AI tools in production or business workflows.
• Experience with agentic workflows using tools such as Copilot Studio or Claude.
• Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling.
• Exposure to investment manager research, underwriting, or portfolio analytics is a plus.

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

#LI-SF1

Position Summary

We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform.

This role is located in Boston, MA.

Primary Responsibilities

• Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities.
• Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk.
• Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets.
• Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes.
• Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making.
• Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment.
• Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices.

Qualifications

Required

• Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field.
• Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management.
• Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications.
• Strong programming skills with experience building analytical workflows, models, and data pipelines.
• Experience working with modern data infrastructure, including Snowflake or similar environments.
• Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts.
• Excellent communication skills and the ability to explain complex analyses and technical concepts clearly.

Preferred

• Experience with business intelligence and data visualization platforms such as Power BI.
• Familiarity with cloud environments such as AWS, Azure, or GCP.
• Experience applying machine learning or AI tools in production or business workflows.
• Experience with agentic workflows using tools such as Copilot Studio or Claude.
• Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling.
• Exposure to investment manager research, underwriting, or portfolio analytics is a plus.

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-SF1

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.

This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.

What You’ll Be Doing:

• Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
• Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
• Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
• Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
• Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
• Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.

What We’ll Expect From You:

• High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
• Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
• 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
• Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
• Proactive communicator with excellent verbal and written skills.
• Strong Excel and Google Sheets skills.
• Experience with Salesforce, Hubspot or other CRM tools desired.
• Experience with data analysis programs like Looker and Tableau is a plus.
• Bachelor’s degree required.

Compensation Range: 

• $93,600.00 - $117,000.00

*This is a remote role

JR: 2026-7739

#LI-Remote

We want people who are passionate, high performing team players who can take new challenges and go the extra mile.

The Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed and that our financial results are properly accounted for. We provide financial analysis to determine key operational decisions within a rapidly growing organization. We only hire the best to these teams, and your work will have a huge impact on the future success of this rapidly growing company.

We are seeking a high-caliber finance professional to serve as a key architect of our corporate financial strategy. This role requires a unique blend of technical modeling mastery and strategic foresight, as you will directly own the company’s cash forecasting, equity dilution models, and long-range planning integration. The ideal candidate is a "three-statement expert" who thrives in a high-growth, fluid environment and possesses the analytical rigor to manage complex balance sheet and liquidity workstreams. You must be a proactive problem-solver, capable of translating intricate financial data into clear, actionable insights. Beyond maintaining the status quo, you will be a champion for scaling our FP&A processes and leveraging tools like Adaptive Insights to enhance the sophistication of our global finance function.

What You’ll Be Doing:

• Own the cash forecast during each monthly forecast cycle, including the annual planning cycle
• Maintain and evolve the WASO (Weighted Average Shares Outstanding) and EPS (Earnings per Share) model, including equity roll-forward schedules and dilution forecasting 
• Architect and update the Balance Sheet forecast, proactively monitoring leverage ratios and capital structure health
• Analyze interest expense trends and the impact of debt instruments on the overall P&L and cash position.
• Manage the Long-Range Planning (LRP) model, translating multi-year strategic initiatives into a cohesive financial outlook for various scenario analyses
• Act as the primary FP&A lead for Treasury support, providing data-driven insights for debt servicing, interest expense forecasting, and overall cash management.
• Support development of integrated modeling for CapEx and equipment lease forecasts in close collaboration with the COGS and Operations teams 
• Drive accountability for cash performance metrics, specifically owning the tracking and reporting of Adjusted FCF, Unlevered FCF, and Cash Generated metrics.
• Drive end-of-quarter Cash Flow analysis with Accounts Payable and Accounting to ensure accuracy, control over final pay runs, and weekly liquidity management. 
• Provide monthly, quarterly, and annual support for internal reporting and external earnings requirements related to equity, debt, and cash flow movements.
• Support the advancement of FP&A processes, Adaptive Insights planning system and related IT tools, and financial modeling to enhance the overall finance function
• Work closely with the accounting team to ensure timely and accurate financial closes on a monthly basis
• Prepare presentations and key reporting to the Board of Directors and Executive Team
• Develop business cases and analysis to inform and support business and financial decisions
• Collaborate cross functionally to understand the financial impact of, and help prioritize, new business initiatives and investments

What We’ll Expect From You:

• Strong analytical, financial modeling, and problem-solving skills with the ability to quickly grasp and apply analytical concepts
• 2-3 years of investment banking experience (Tier 1 banks preferred)
• Foundational knowledge of GAAP, specifically as it relates to Cash Flow Statement classification
• Demonstrated ability to consistently work within fixed timeframes and meet deadlines
• Proactive communicator with excellent verbal and written skills
• Maintain the highest standards of accuracy and precision; detail-oriented, highly-organized and resourceful
• Must have strong work ethic, team mentality, positive attitude, be highly-driven, self-motivated, have excellent business partnering skills and demonstrate internal stakeholder orientation
• Passion for technology and genuine desire to make meaningful contributions on a team with big aspirations
• Proactive, self-directed operator who demonstrates strong ownership mindset; comfortable working autonomously to drive initiatives and deliver results.
• Proficiency in Google Sheets and Microsoft Excel
• Bachelor’s degree required
• Final candidates will be required to complete a case study analysis during the final rounds.

Nice to have:

• Proficiency in, or an aptitude to learn, Adaptive Insights including building models and reports
• Experience in financial forecasting, planning and analysis and operational budget management, preferably in a business partner facing role
• Experience in other tools/programming languages (Looker, SQL, VBA, Netsuite, Oracle, etc.)
• MBA is a plus

Compensation Range: 

• $93,000 - $140,000

*This is a remote role

JR: 2026-7580

#LI-Remote

We are seeking a Global Lease Sr. Analyst that is strategic and detail oriented to oversee the leasing lifecycle of infrastructure equipment across our global cloud platform. The ideal candidate will have experience managing and leasing data center equipment, expertise in negotiating with vendors along with deep knowledge of underlying financial and operational processes.

What You’ll Do:

• Develop and execute leasing strategies aligned with infrastructure growth planLead the end-to-end equipment leasing program and strategy, including the decision framework for buy vs. lease and the selection of third-party capital partners.
• Act as the main contact for financing partners, track financing terms across lenders (rates, fees, covenants), support negotiations for new leases and refinancing, compare financing options and recommend the lowest-cost structure.
• Manage all facets of the lease portfolio, including maintaining a centralized register, tracking key financial terms (principal, interest, payment schedules, maturity), and monitoring for variances and refinancing needs.
• Coordinate and liaise equipment needs / orders between the Infrastructure, Engineering, Procurement teams and the appropriate capital partner throughout the procurement process.
• Coordinate the operational execution of new leases, including required documentation, timing, validating lease contracts against vendor invoices and funding with financing partners and internal teams.
• Provide financial forecasting support including producing monthly/quarterly lease schedules, forward-looking cash flow projections, delivering structured inputs for budgeting and long-range planning and ad-hoc analysis.
• Establish and maintain processes, including standard templates for tracking and creating clear workflows for new lease intake, contract approval, payment tracking, and handoff to accounting teams.
• Serve as the primary liaison and escalation point for all internal and external program stakeholders, including financing partners, Infrastructure, Legal, and Accounting teams.

What You’ll Add to DigitalOcean: 

• Bachelor's degree in a business, technical, or analytical field (e.g., Business Administration or Economics).
• Experience in financial modeling and forecasting and familiarity with accounting and finance concepts, such as cash flow management.
• Proven experience managing and leasing data center equipment, demonstrating deep knowledge of underlying financial and operational processes.
• Strong organizational, negotiation, and analytical skills to manage a large portfolio of leases, track detailed financial terms, and support lender negotiations.
• Strong communication skills and ability to communicate effectively with capital partners, senior leadership and other program stakeholders.
• We recognize that talent comes in many forms. If you’re excited about this role but your past experience doesn’t align perfectly with every qualifications listed, we still encourage you to apply. You may be just the right candidate for this or other roles.

Compensation Range: 

• $93,600.00 - $125,000.00

*This is a remote role

JR: 2026-7691

#LI-Remote

Job Summary

Real Chemistry has a newly created role on our growing Treasury Team and we are seeking an experienced Treasury Analyst to join as we expand our department to support company growth.  This role will provide operational support on all treasury matters for the company, including such areas as Bank Account Management and Cash Management, reporting to the Manager of Treasury – Cash Operations.  The Treasury Analyst role requires the ability to establish and maintain strong working relationships within a collaborative team and serve as a liaison to business units and external banking partners.

Responsibilities –

Responsibilities include, but are not limited to, the following:

• Cash & Liquidity Management
  • Prepare daily cash reports of worldwide cash balances on a weekly basis for distribution to appropriate parties
  • Monitor daily cash positioning of respective accounts and communicate cash liquidity or any potential liquidity needs based on current cash flow forecasting models and actual transaction activity
  • Assist in effective cash management strategies with short-term investment/redemption recommendations for cash coverage purposes as well as cash consolidation analysis to the Manager of Treasury
• Bank Account Management
  • Maintain the Master bank account database and tracking of current bank requests
  • Manage and execute all requests relating to authorized signer updates, opening and/or closing of bank accounts
  • Liaise with our banking partners to follow up and ensure proper bank account setups, products & services related to accounts are added, and servicing any other banking needs or troubleshooting for the various business units.
  • Work closely with banking institutions to mitigate fraud risk, settle discrepancies and assist with banking integrations
  • Ensure banking institutions are provided with any required documentation as requested including KYC
  • Serve as additional Security Administrator on banking platforms
• Treasury Operations
  • Assist in transition of the banking relationships and implementation of banking infrastructures, as needed, related to the integration of newly acquired companies and/or global expansion initiatives
  • Support the implementation of any Treasury related systems and/or platforms
  • Participate in post-acquisition integration projects, internally and externally, for Treasury functions
  • Complete administrative tasks in conjunction with the Manager of Treasury for existing Debt Facilities such as committed loan notices, rate reset continuation letters, as well as any associated tracking and/or calculations.
  • Adhere to and aid in the documentation of appropriate Internal controls for Treasury processes
  • Additional duties, special projects, and ad hoc analyses as necessary

Required Knowledge & Skills –

• Strong analytical and problem-solving skills
• Detailed oriented, strong attention to accuracy, and self-motivated
• Hard-working, reliable team player and fast learner
• Excellent verbal and written communication skills

Required Education & Experience -

• Bachelor’s degree in finance, accounting, business, or another related field
• MBA, CTP strongly preferred
• Minimum 3-5 years of prior work experience, preferably in a Treasury, Banking, or Finance role
• Experience with banking and e-commerce software and websites (including JPM ACCESS, CIBC, Citi, HSBC, First Merchants, State Street FundConnect, Morgan Money)
• Microsoft Windows and Office proficiency
• Advanced Microsoft Excel skills
• TMS/ERP  preferred (Trovata/NetSuite)
• Solid understanding of Accounting, Finance, and Business principles

Pay Range: $60,000-$70,000

This is the pay range the Company believes it will pay for this position at the time of this posting.  Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time

Compliance is critical to Klaviyo’s success. Our mission is to provide a reliable sending platform for customers by serving as an integral part of Klaviyo’s abuse prevention, detection, and response ecosystem. We balance risk mitigation with customer experience through proactive abuse detection and policy adherence with an educational mindset. The Compliance Operations Analyst plays a key role in reducing risk of abuse on the Klaviyo platform while enabling an optimal customer experience.

In this role, you’ll monitor and investigate compliance operations and abuse issues, partner with industry players and vendors, and work cross-functionally with R&D, Deliverability, and Customer teams to improve long-term outcomes across Klaviyo’s sending footprint.

Ideal candidates are deeply curious, data-driven, and excited to contribute to systems that scale. You thrive in ambiguous environments and know how to balance short-term incident response with long-term process improvement.

How You'll Make a Difference:

Monitoring & Incident Response

• Monitor anti-abuse signals, logs, and alerts to identify likely abuse and separate it from normal behavior; recommend mitigations within established guardrails.
• Investigate and address compliance and deliverability-impacting abuse events, engaging and escalating for timely response and mitigation.
• Perform customer-impacting incident triage to determine scope, urgency, and potential impact; document timelines, key facts, and execute assigned tasks with high follow-through.
• Generate and review reporting related to threat alerts and user log behavior (e.g., unwanted mail rate, time to detection, response time).

Systems & Signal Ownership

• Monitor the health of assigned signals (noise levels, failure modes) and raise issues when behavior deviates from expectations.
• Partner with Engineering and Security to test and implement signal tuning; develop in-depth knowledge of Klaviyo’s sending infrastructure and compliance policies.

Process & Operational Improvement

• Follow standard compliance workflows reliably; flag recurring pain points, failure modes, and opportunities for incremental improvement (e.g., playbook updates, dashboard filters, macro refinements).
• Enhance techniques, workflows, and tools to drive compliance team operations and support strategic growth.
• Contribute to cross-functional projects and initiatives, representing the operational voice of compliance in incident response and program design.
• Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.

Cross-Functional Collaboration & Ecosystem Engagement

• Collaborate with R&D, Deliverability, Security, Customer Success, Support, and Sales; share clear summaries, route work to the right partners, and keep stakeholders informed.
• Coordinate with external vendors (e.g., Sift, aggregators, inbox providers) on day-to-day issues using established channels; document outcomes and surface recurring patterns to senior owners.
• Represent Klaviyo in the anti-abuse community by participating in conferences, forums, and mailing lists (e.g., M3AAWG).
• Stay current on industry trends and emerging threats; bring insights back to influence Klaviyo’s infrastructure strategy.

Knowledge Sharing & Team Contribution

• Write clear case notes, runbook steps, and dashboard annotations; contribute to internal guides and training content.
• Share observations from alerts and incidents with Specialists and peers; participate actively in team reviews and standups.
• Drive knowledge-sharing through documentation, cross-functional training, and thought leadership (e.g., blogs, whitepapers, internal guides).

Who You Are

• Thoughtful communicator—skilled at explaining technical processes clearly in both written and verbal channels, including to non-technical audiences.
• Self-motivated and curious—eager to dive deep into data and infrastructure to understand and solve root causes.
• Calm under pressure—with a track record of navigating fast-paced, ambiguous environments with changing priorities.
• Structured problem-solver—known for technical investigation skills and a logical approach to triage and resolution.
• Process-oriented—constantly thinking about how to improve, automate, or streamline repetitive work.
• Collaborative by nature—thriving on cross-functional partnerships and comfortable engaging directly with customers, internal stakeholders, and technical vendors.
• Growth-oriented—actively seeks feedback, practices new tools and techniques, and applies lessons learned to subsequent work.

Required

• 3+ years in a technical SaaS company, anti-abuse, trust & safety, or compliance operations role—preferably at an ESP or high-volume marketing communications provider.
• Data analysis proficiency—comfortable working with infrastructure-level and behavioral data (e.g., unwanted mail rates, time-to-detection, log behavior); able to pull and review dashboards, spot anomalies, and summarize findings into clear observations and recommendations. SQL or equivalent query experience is strongly preferred.
• AI fluency—understands how AI and automation are used in detection systems and operational workflows; comfortable using approved AI tools (e.g., LLMs, AI-assisted log analysis) to accelerate investigation, summarize incidents, or draft communications, while maintaining human judgment in the loop.
• Anti-abuse and fraud prevention tools—proven experience with platforms such as Sift, Stripe Radar, eHawk, or similar.
• Strong understanding of fraud and abuse landscapes, security protocols, and messaging compliance (email, SMS, privacy standards, and global regulations).
• Monitoring & alerting systems—familiarity with log analysis, signal monitoring, or SIEM-style tools (e.g., Splunk, Datadog, or equivalent); able to read and interpret system logs and alert outputs.
• Familiarity with APIs, email and text message marketing platforms, and e-commerce ecosystems.
• Proficiency with Google Workspace, Zendesk (or equivalent case management), Salesforce, and ticketing systems.
• You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast. You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.

Bonus

• Presence or active participation in anti-abuse industry groups (M3AAWG, etc.).
• Experience with SMS/MMS technologies, technical writing, training, or web development.
• Python, pandas, or BI tool experience (e.g., Looker, Tableau) for deeper data analysis.
• Familiarity with workflow automation tools (e.g., Zapier, internal scripting) for building repeatable, scalable processes.

Compliance is critical to Klaviyo’s success. Our mission is to provide a reliable sending platform for customers by serving as an integral part of Klaviyo’s abuse prevention, detection, and response ecosystem. We balance risk mitigation with customer experience through proactive abuse detection and policy adherence with an educational mindset. The Compliance Operations Analyst plays a key role in reducing risk of abuse on the Klaviyo platform while enabling an optimal customer experience.

In this role, you’ll monitor and investigate compliance operations and abuse issues, partner with industry players and vendors, and work cross-functionally with R&D, Deliverability, and Customer teams to improve long-term outcomes across Klaviyo’s sending footprint.

Ideal candidates are deeply curious, data-driven, and excited to contribute to systems that scale. You thrive in ambiguous environments and know how to balance short-term incident response with long-term process improvement.

How You'll Make a Difference:

Monitoring & Incident Response

• Monitor anti-abuse signals, logs, and alerts to identify likely abuse and separate it from normal behavior; recommend mitigations within established guardrails.
• Investigate and address compliance and deliverability-impacting abuse events, engaging and escalating for timely response and mitigation.
• Perform customer-impacting incident triage to determine scope, urgency, and potential impact; document timelines, key facts, and execute assigned tasks with high follow-through.
• Generate and review reporting related to threat alerts and user log behavior (e.g., unwanted mail rate, time to detection, response time).

Systems & Signal Ownership

• Monitor the health of assigned signals (noise levels, failure modes) and raise issues when behavior deviates from expectations.
• Partner with Engineering and Security to test and implement signal tuning; develop in-depth knowledge of Klaviyo’s sending infrastructure and compliance policies.

Process & Operational Improvement

• Follow standard compliance workflows reliably; flag recurring pain points, failure modes, and opportunities for incremental improvement (e.g., playbook updates, dashboard filters, macro refinements).
• Enhance techniques, workflows, and tools to drive compliance team operations and support strategic growth.
• Contribute to cross-functional projects and initiatives, representing the operational voice of compliance in incident response and program design.
• Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.

Cross-Functional Collaboration & Ecosystem Engagement

• Collaborate with R&D, Deliverability, Security, Customer Success, Support, and Sales; share clear summaries, route work to the right partners, and keep stakeholders informed.
• Coordinate with external vendors (e.g., Sift, aggregators, inbox providers) on day-to-day issues using established channels; document outcomes and surface recurring patterns to senior owners.
• Represent Klaviyo in the anti-abuse community by participating in conferences, forums, and mailing lists (e.g., M3AAWG).
• Stay current on industry trends and emerging threats; bring insights back to influence Klaviyo’s infrastructure strategy.

Knowledge Sharing & Team Contribution

• Write clear case notes, runbook steps, and dashboard annotations; contribute to internal guides and training content.
• Share observations from alerts and incidents with Specialists and peers; participate actively in team reviews and standups.
• Drive knowledge-sharing through documentation, cross-functional training, and thought leadership (e.g., blogs, whitepapers, internal guides).

Who You Are

• Thoughtful communicator—skilled at explaining technical processes clearly in both written and verbal channels, including to non-technical audiences.
• Self-motivated and curious—eager to dive deep into data and infrastructure to understand and solve root causes.
• Calm under pressure—with a track record of navigating fast-paced, ambiguous environments with changing priorities.
• Structured problem-solver—known for technical investigation skills and a logical approach to triage and resolution.
• Process-oriented—constantly thinking about how to improve, automate, or streamline repetitive work.
• Collaborative by nature—thriving on cross-functional partnerships and comfortable engaging directly with customers, internal stakeholders, and technical vendors.
• Growth-oriented—actively seeks feedback, practices new tools and techniques, and applies lessons learned to subsequent work.

Required

• 3+ years in a technical SaaS company, anti-abuse, trust & safety, or compliance operations role—preferably at an ESP or high-volume marketing communications provider.
• Data analysis proficiency—comfortable working with infrastructure-level and behavioral data (e.g., unwanted mail rates, time-to-detection, log behavior); able to pull and review dashboards, spot anomalies, and summarize findings into clear observations and recommendations. SQL or equivalent query experience is strongly preferred.
• AI fluency—understands how AI and automation are used in detection systems and operational workflows; comfortable using approved AI tools (e.g., LLMs, AI-assisted log analysis) to accelerate investigation, summarize incidents, or draft communications, while maintaining human judgment in the loop.
• Anti-abuse and fraud prevention tools—proven experience with platforms such as Sift, Stripe Radar, eHawk, or similar.
• Strong understanding of fraud and abuse landscapes, security protocols, and messaging compliance (email, SMS, privacy standards, and global regulations).
• Monitoring & alerting systems—familiarity with log analysis, signal monitoring, or SIEM-style tools (e.g., Splunk, Datadog, or equivalent); able to read and interpret system logs and alert outputs.
• Familiarity with APIs, email and text message marketing platforms, and e-commerce ecosystems.
• Proficiency with Google Workspace, Zendesk (or equivalent case management), Salesforce, and ticketing systems.
• You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast. You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.

Bonus

• Presence or active participation in anti-abuse industry groups (M3AAWG, etc.).
• Experience with SMS/MMS technologies, technical writing, training, or web development.
• Python, pandas, or BI tool experience (e.g., Looker, Tableau) for deeper data analysis.
• Familiarity with workflow automation tools (e.g., Zapier, internal scripting) for building repeatable, scalable processes.

Compliance is critical to Klaviyo’s success. Our mission is to provide a reliable sending platform for customers by serving as an integral part of Klaviyo’s abuse prevention, detection, and response ecosystem. We balance risk mitigation with customer experience through proactive abuse detection and policy adherence with an educational mindset. The Compliance Operations Analyst plays a key role in reducing risk of abuse on the Klaviyo platform while enabling an optimal customer experience.

In this role, you’ll monitor and investigate compliance operations and abuse issues, partner with industry players and vendors, and work cross-functionally with R&D, Deliverability, and Customer teams to improve long-term outcomes across Klaviyo’s sending footprint.

Ideal candidates are deeply curious, data-driven, and excited to contribute to systems that scale. You thrive in ambiguous environments and know how to balance short-term incident response with long-term process improvement.

How You'll Make a Difference:

Monitoring & Incident Response

• Monitor anti-abuse signals, logs, and alerts to identify likely abuse and separate it from normal behavior; recommend mitigations within established guardrails.
• Investigate and address compliance and deliverability-impacting abuse events, engaging and escalating for timely response and mitigation.
• Perform customer-impacting incident triage to determine scope, urgency, and potential impact; document timelines, key facts, and execute assigned tasks with high follow-through.
• Generate and review reporting related to threat alerts and user log behavior (e.g., unwanted mail rate, time to detection, response time).

Systems & Signal Ownership

• Monitor the health of assigned signals (noise levels, failure modes) and raise issues when behavior deviates from expectations.
• Partner with Engineering and Security to test and implement signal tuning; develop in-depth knowledge of Klaviyo’s sending infrastructure and compliance policies.

Process & Operational Improvement

• Follow standard compliance workflows reliably; flag recurring pain points, failure modes, and opportunities for incremental improvement (e.g., playbook updates, dashboard filters, macro refinements).
• Enhance techniques, workflows, and tools to drive compliance team operations and support strategic growth.
• Contribute to cross-functional projects and initiatives, representing the operational voice of compliance in incident response and program design.
• Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.

Cross-Functional Collaboration & Ecosystem Engagement

• Collaborate with R&D, Deliverability, Security, Customer Success, Support, and Sales; share clear summaries, route work to the right partners, and keep stakeholders informed.
• Coordinate with external vendors (e.g., Sift, aggregators, inbox providers) on day-to-day issues using established channels; document outcomes and surface recurring patterns to senior owners.
• Represent Klaviyo in the anti-abuse community by participating in conferences, forums, and mailing lists (e.g., M3AAWG).
• Stay current on industry trends and emerging threats; bring insights back to influence Klaviyo’s infrastructure strategy.

Knowledge Sharing & Team Contribution

• Write clear case notes, runbook steps, and dashboard annotations; contribute to internal guides and training content.
• Share observations from alerts and incidents with Specialists and peers; participate actively in team reviews and standups.
• Drive knowledge-sharing through documentation, cross-functional training, and thought leadership (e.g., blogs, whitepapers, internal guides).

Who You Are

• Thoughtful communicator—skilled at explaining technical processes clearly in both written and verbal channels, including to non-technical audiences.
• Self-motivated and curious—eager to dive deep into data and infrastructure to understand and solve root causes.
• Calm under pressure—with a track record of navigating fast-paced, ambiguous environments with changing priorities.
• Structured problem-solver—known for technical investigation skills and a logical approach to triage and resolution.
• Process-oriented—constantly thinking about how to improve, automate, or streamline repetitive work.
• Collaborative by nature—thriving on cross-functional partnerships and comfortable engaging directly with customers, internal stakeholders, and technical vendors.
• Growth-oriented—actively seeks feedback, practices new tools and techniques, and applies lessons learned to subsequent work.

Required

• 3+ years in a technical SaaS company, anti-abuse, trust & safety, or compliance operations role—preferably at an ESP or high-volume marketing communications provider.
• Data analysis proficiency—comfortable working with infrastructure-level and behavioral data (e.g., unwanted mail rates, time-to-detection, log behavior); able to pull and review dashboards, spot anomalies, and summarize findings into clear observations and recommendations. SQL or equivalent query experience is strongly preferred.
• AI fluency—understands how AI and automation are used in detection systems and operational workflows; comfortable using approved AI tools (e.g., LLMs, AI-assisted log analysis) to accelerate investigation, summarize incidents, or draft communications, while maintaining human judgment in the loop.
• Anti-abuse and fraud prevention tools—proven experience with platforms such as Sift, Stripe Radar, eHawk, or similar.
• Strong understanding of fraud and abuse landscapes, security protocols, and messaging compliance (email, SMS, privacy standards, and global regulations).
• Monitoring & alerting systems—familiarity with log analysis, signal monitoring, or SIEM-style tools (e.g., Splunk, Datadog, or equivalent); able to read and interpret system logs and alert outputs.
• Familiarity with APIs, email and text message marketing platforms, and e-commerce ecosystems.
• Proficiency with Google Workspace, Zendesk (or equivalent case management), Salesforce, and ticketing systems.
• You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast. You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.

Bonus

• Presence or active participation in anti-abuse industry groups (M3AAWG, etc.).
• Experience with SMS/MMS technologies, technical writing, training, or web development.
• Python, pandas, or BI tool experience (e.g., Looker, Tableau) for deeper data analysis.
• Familiarity with workflow automation tools (e.g., Zapier, internal scripting) for building repeatable, scalable processes.

Why This Role, Why Now

GTM Data Strategy & Operations stood up from scratch with no predecessor. Today the function runs on three offshore contractors and zero FTEs, managed by a single leader who is simultaneously building the agentic infrastructure, operating it in production, and driving major initiatives (hierarchy redesign, data quality assessment, vendor optimization).

The operating model is deliberately agentic AI–first: a multi-agent pipeline (Cartographer, Sentinel, Resolver, Reporting) handles detection, enrichment, hierarchy mapping, and conflict resolution at scale. This is not a future-state vision, these agents are live and processing enterprise account families in production today.

The problem: one person cannot build, operate, and extend this system while also managing strategic workstreams. The function currently covers only core Tier‑1 fields. Dozens of account, contact, and lead signals remain unaddressed. Every pipeline run, every failure diagnosis, and every offshore handoff flows through a single point of failure.

This role is the first onshore execution hire for an agent operator who can keep the system running, improve it, and extend detection and resolution coverage as GTM leadership prioritizes new data elements.

Role Summary

Sit between AI systems and GTM data. Operate, tune, and extend our agentic data quality pipeline (detection, enrichment, hierarchy mapping, conflict resolution) so it runs reliably, improves continuously, and expands to cover more of the data landscape. Own the handoff between automated output and human review, managing quality and throughput with our offshore team. You don’t build agents from scratch, but you run them, evaluate their output with GTM data judgment, and make them better.

Core Responsibilities

Agent Pipeline Operations

• Run and monitor production pipeline sessions (Cartographer, Sentinel, Resolver) across scheduled cadences; diagnose and resolve failures (API errors, session timeouts, data anomalies) without escalating to the function lead.
• Execute pipeline runs in Claude Claude and tmux; manage long-running batch processes; interpret logs and output to confirm data integrity before downstream handoff.
• Maintain pipeline orchestration scripts and configuration; extend agent coverage as new data elements are prioritized by GTM leadership.

Agent Tuning & Improvement

• Refine detection rules, prompt logic, and confidence thresholds based on output analysis and false-positive/negative patterns.
• Evaluate agent accuracy by segment (Enterprise vs. MM/SMB) and recommend rule or workflow changes backed by evidence.
• Run bake-offs (vendor vs. AI enrichment) to optimize cost, coverage, and accuracy; document results for decision-making.

Sentinel → Offshore Resolution Loop

• Own the handoff between Sentinel detection output and Concentrix triage queues; define queue structure, priority tiers, and resolution instructions.
• Monitor offshore resolution quality and throughput; refine detection rules based on patterns surfaced through triage.
• Close the feedback loop: track resolution outcomes back to agent configuration to reduce recurring false positives and improve detection precision.

Data Quality & Enrichment Operations

• Maintain ops-only staging fields; manage the promote-to-production flow with audit controls.
• Design and run AI-assisted enrichment workflows (Clay + LLM prompts) with evidence links and confidence thresholds.
• Monitor fill-rate, sampled accuracy, freshness, and cost-per-record by source and segment; surface vendor performance issues and recommend changes.
• Keep data dictionaries, SOPs, and runbooks current as agents and processes evolve.

Cross-Functional Partnership

• GTM Systems (SFDC): field configuration, permission sets, automation, flows.
• Data Engineering: source availability, ID mapping, lineage (no pipeline coding).
• Reporting: define metrics and acceptance criteria; partner on dashboard requirements.

What to Expect

This is a triage environment, not a steady-state one. The function is young, the data has known gaps, and the work is to stabilize and extend, not maintain and optimize. You’ll be building the plane while flying it, alongside a small team that operates with high autonomy and a bias toward measurable outcomes. If ambiguity and mess energize you, this is the right fit.

Success Metrics (6–12 Months)

Pipeline Reliability

• Scheduled pipeline runs execute without function-lead intervention; failure-to-resolution cycle time under 24 hours for non-blocking issues.
• Agent coverage extended to new data elements as prioritized (measured by number of signals under active detection).

Detection & Resolution Quality

• Sentinel detection precision and recall improve quarter over quarter, tracked by segment.
• Concentrix resolution queue throughput and accuracy meet defined acceptance thresholds.
• False-positive rate decreases through feedback-loop refinement.

Data Quality Outcomes

• Tier-1 field fill-rates: Country ≥95%; Vertical ≥90% at ≥85% sampled accuracy; Revenue bands ≥90%.
• Hierarchy coverage 65–80%+ across target segments.
• Enterprise cost-per-record reduction of 30–40% via AI-first + selective vendor usage.

Qualifications

Required

• 3–6 years in Data Ops, Sales Ops, or GTM Ops with hands-on data quality ownership for account and contact data.
• Proficiency with Snowflake (SQL for querying, analysis, validation) and SFDC (object model, field configuration, data flows).
• Working experience with Claude Code or comparable LLM-based tooling in an operational (not just experimental) context.
• Experience designing and running AI-assisted enrichment workflows (e.g., Clay + LLM prompts) and evaluating accuracy/coverage.
• Comfort operating in a command-line environment: tmux, shell scripts, log analysis, batch process monitoring.
• Process design mindset with a bias toward measurable outcomes; strong written communication.

Strong Plus

• Experience with account/contact data vendors (D&B, ZoomInfo, Clearbit, StoreLeads) and waterfall enrichment logic.
• Python for QA scripting, sampling, or light automation.
• Familiarity with prompt engineering, confidence scoring, and AI guardrails (evidence capture, versioned prompts, QA sampling gates).

Tool Stack

• Core: Snowflake (SQL), SFDC, Claude Code, Clay
• Pipeline: Shell orchestration, Cartographer / Sentinel / Resolver agents
• Enrichment: D&B, ZoomInfo, Clearbit, StoreLeads, LLM prompts
• Nice to Have: Python, SOQL, prompt engineering frameworks
• AI Guardrails (Expected Practice): Confidence floors, evidence capture, versioned prompts, 10% QA sampling gates, audit-on-promote, drift alerts, and privacy/compliance checks. This role is expected to uphold and improve these practices, not just follow them.

Why This Role, Why Now

GTM Data Strategy & Operations stood up from scratch with no predecessor. Today the function runs on three offshore contractors and zero FTEs, managed by a single leader who is simultaneously building the agentic infrastructure, operating it in production, and driving major initiatives (hierarchy redesign, data quality assessment, vendor optimization).

The operating model is deliberately agentic AI–first: a multi-agent pipeline (Cartographer, Sentinel, Resolver, Reporting) handles detection, enrichment, hierarchy mapping, and conflict resolution at scale. This is not a future-state vision, these agents are live and processing enterprise account families in production today.

The problem: one person cannot build, operate, and extend this system while also managing strategic workstreams. The function currently covers only core Tier‑1 fields. Dozens of account, contact, and lead signals remain unaddressed. Every pipeline run, every failure diagnosis, and every offshore handoff flows through a single point of failure.

This role is the first onshore execution hire for an agent operator who can keep the system running, improve it, and extend detection and resolution coverage as GTM leadership prioritizes new data elements.

Role Summary

Sit between AI systems and GTM data. Operate, tune, and extend our agentic data quality pipeline (detection, enrichment, hierarchy mapping, conflict resolution) so it runs reliably, improves continuously, and expands to cover more of the data landscape. Own the handoff between automated output and human review, managing quality and throughput with our offshore team. You don’t build agents from scratch, but you run them, evaluate their output with GTM data judgment, and make them better.

Core Responsibilities

Agent Pipeline Operations

• Run and monitor production pipeline sessions (Cartographer, Sentinel, Resolver) across scheduled cadences; diagnose and resolve failures (API errors, session timeouts, data anomalies) without escalating to the function lead.
• Execute pipeline runs in Claude Claude and tmux; manage long-running batch processes; interpret logs and output to confirm data integrity before downstream handoff.
• Maintain pipeline orchestration scripts and configuration; extend agent coverage as new data elements are prioritized by GTM leadership.

Agent Tuning & Improvement

• Refine detection rules, prompt logic, and confidence thresholds based on output analysis and false-positive/negative patterns.
• Evaluate agent accuracy by segment (Enterprise vs. MM/SMB) and recommend rule or workflow changes backed by evidence.
• Run bake-offs (vendor vs. AI enrichment) to optimize cost, coverage, and accuracy; document results for decision-making.

Sentinel → Offshore Resolution Loop

• Own the handoff between Sentinel detection output and Concentrix triage queues; define queue structure, priority tiers, and resolution instructions.
• Monitor offshore resolution quality and throughput; refine detection rules based on patterns surfaced through triage.
• Close the feedback loop: track resolution outcomes back to agent configuration to reduce recurring false positives and improve detection precision.

Data Quality & Enrichment Operations

• Maintain ops-only staging fields; manage the promote-to-production flow with audit controls.
• Design and run AI-assisted enrichment workflows (Clay + LLM prompts) with evidence links and confidence thresholds.
• Monitor fill-rate, sampled accuracy, freshness, and cost-per-record by source and segment; surface vendor performance issues and recommend changes.
• Keep data dictionaries, SOPs, and runbooks current as agents and processes evolve.

Cross-Functional Partnership

• GTM Systems (SFDC): field configuration, permission sets, automation, flows.
• Data Engineering: source availability, ID mapping, lineage (no pipeline coding).
• Reporting: define metrics and acceptance criteria; partner on dashboard requirements.

What to Expect

This is a triage environment, not a steady-state one. The function is young, the data has known gaps, and the work is to stabilize and extend, not maintain and optimize. You’ll be building the plane while flying it, alongside a small team that operates with high autonomy and a bias toward measurable outcomes. If ambiguity and mess energize you, this is the right fit.

Success Metrics (6–12 Months)

Pipeline Reliability

• Scheduled pipeline runs execute without function-lead intervention; failure-to-resolution cycle time under 24 hours for non-blocking issues.
• Agent coverage extended to new data elements as prioritized (measured by number of signals under active detection).

Detection & Resolution Quality

• Sentinel detection precision and recall improve quarter over quarter, tracked by segment.
• Concentrix resolution queue throughput and accuracy meet defined acceptance thresholds.
• False-positive rate decreases through feedback-loop refinement.

Data Quality Outcomes

• Tier-1 field fill-rates: Country ≥95%; Vertical ≥90% at ≥85% sampled accuracy; Revenue bands ≥90%.
• Hierarchy coverage 65–80%+ across target segments.
• Enterprise cost-per-record reduction of 30–40% via AI-first + selective vendor usage.

Qualifications

Required

• 3–6 years in Data Ops, Sales Ops, or GTM Ops with hands-on data quality ownership for account and contact data.
• Proficiency with Snowflake (SQL for querying, analysis, validation) and SFDC (object model, field configuration, data flows).
• Working experience with Claude Code or comparable LLM-based tooling in an operational (not just experimental) context.
• Experience designing and running AI-assisted enrichment workflows (e.g., Clay + LLM prompts) and evaluating accuracy/coverage.
• Comfort operating in a command-line environment: tmux, shell scripts, log analysis, batch process monitoring.
• Process design mindset with a bias toward measurable outcomes; strong written communication.

Strong Plus

• Experience with account/contact data vendors (D&B, ZoomInfo, Clearbit, StoreLeads) and waterfall enrichment logic.
• Python for QA scripting, sampling, or light automation.
• Familiarity with prompt engineering, confidence scoring, and AI guardrails (evidence capture, versioned prompts, QA sampling gates).

Tool Stack

• Core: Snowflake (SQL), SFDC, Claude Code, Clay
• Pipeline: Shell orchestration, Cartographer / Sentinel / Resolver agents
• Enrichment: D&B, ZoomInfo, Clearbit, StoreLeads, LLM prompts
• Nice to Have: Python, SOQL, prompt engineering frameworks
• AI Guardrails (Expected Practice): Confidence floors, evidence capture, versioned prompts, 10% QA sampling gates, audit-on-promote, drift alerts, and privacy/compliance checks. This role is expected to uphold and improve these practices, not just follow them.

Why This Role, Why Now

GTM Data Strategy & Operations stood up from scratch with no predecessor. Today the function runs on three offshore contractors and zero FTEs, managed by a single leader who is simultaneously building the agentic infrastructure, operating it in production, and driving major initiatives (hierarchy redesign, data quality assessment, vendor optimization).

The operating model is deliberately agentic AI–first: a multi-agent pipeline (Cartographer, Sentinel, Resolver, Reporting) handles detection, enrichment, hierarchy mapping, and conflict resolution at scale. This is not a future-state vision, these agents are live and processing enterprise account families in production today.

The problem: one person cannot build, operate, and extend this system while also managing strategic workstreams. The function currently covers only core Tier‑1 fields. Dozens of account, contact, and lead signals remain unaddressed. Every pipeline run, every failure diagnosis, and every offshore handoff flows through a single point of failure.

This role is the first onshore execution hire for an agent operator who can keep the system running, improve it, and extend detection and resolution coverage as GTM leadership prioritizes new data elements.

Role Summary

Sit between AI systems and GTM data. Operate, tune, and extend our agentic data quality pipeline (detection, enrichment, hierarchy mapping, conflict resolution) so it runs reliably, improves continuously, and expands to cover more of the data landscape. Own the handoff between automated output and human review, managing quality and throughput with our offshore team. You don’t build agents from scratch, but you run them, evaluate their output with GTM data judgment, and make them better.

Core Responsibilities

Agent Pipeline Operations

• Run and monitor production pipeline sessions (Cartographer, Sentinel, Resolver) across scheduled cadences; diagnose and resolve failures (API errors, session timeouts, data anomalies) without escalating to the function lead.
• Execute pipeline runs in Claude Claude and tmux; manage long-running batch processes; interpret logs and output to confirm data integrity before downstream handoff.
• Maintain pipeline orchestration scripts and configuration; extend agent coverage as new data elements are prioritized by GTM leadership.

Agent Tuning & Improvement

• Refine detection rules, prompt logic, and confidence thresholds based on output analysis and false-positive/negative patterns.
• Evaluate agent accuracy by segment (Enterprise vs. MM/SMB) and recommend rule or workflow changes backed by evidence.
• Run bake-offs (vendor vs. AI enrichment) to optimize cost, coverage, and accuracy; document results for decision-making.

Sentinel → Offshore Resolution Loop

• Own the handoff between Sentinel detection output and Concentrix triage queues; define queue structure, priority tiers, and resolution instructions.
• Monitor offshore resolution quality and throughput; refine detection rules based on patterns surfaced through triage.
• Close the feedback loop: track resolution outcomes back to agent configuration to reduce recurring false positives and improve detection precision.

Data Quality & Enrichment Operations

• Maintain ops-only staging fields; manage the promote-to-production flow with audit controls.
• Design and run AI-assisted enrichment workflows (Clay + LLM prompts) with evidence links and confidence thresholds.
• Monitor fill-rate, sampled accuracy, freshness, and cost-per-record by source and segment; surface vendor performance issues and recommend changes.
• Keep data dictionaries, SOPs, and runbooks current as agents and processes evolve.

Cross-Functional Partnership

• GTM Systems (SFDC): field configuration, permission sets, automation, flows.
• Data Engineering: source availability, ID mapping, lineage (no pipeline coding).
• Reporting: define metrics and acceptance criteria; partner on dashboard requirements.

What to Expect

This is a triage environment, not a steady-state one. The function is young, the data has known gaps, and the work is to stabilize and extend, not maintain and optimize. You’ll be building the plane while flying it, alongside a small team that operates with high autonomy and a bias toward measurable outcomes. If ambiguity and mess energize you, this is the right fit.

Success Metrics (6–12 Months)

Pipeline Reliability

• Scheduled pipeline runs execute without function-lead intervention; failure-to-resolution cycle time under 24 hours for non-blocking issues.
• Agent coverage extended to new data elements as prioritized (measured by number of signals under active detection).

Detection & Resolution Quality

• Sentinel detection precision and recall improve quarter over quarter, tracked by segment.
• Concentrix resolution queue throughput and accuracy meet defined acceptance thresholds.
• False-positive rate decreases through feedback-loop refinement.

Data Quality Outcomes

• Tier-1 field fill-rates: Country ≥95%; Vertical ≥90% at ≥85% sampled accuracy; Revenue bands ≥90%.
• Hierarchy coverage 65–80%+ across target segments.
• Enterprise cost-per-record reduction of 30–40% via AI-first + selective vendor usage.

Qualifications

Required

• 3–6 years in Data Ops, Sales Ops, or GTM Ops with hands-on data quality ownership for account and contact data.
• Proficiency with Snowflake (SQL for querying, analysis, validation) and SFDC (object model, field configuration, data flows).
• Working experience with Claude Code or comparable LLM-based tooling in an operational (not just experimental) context.
• Experience designing and running AI-assisted enrichment workflows (e.g., Clay + LLM prompts) and evaluating accuracy/coverage.
• Comfort operating in a command-line environment: tmux, shell scripts, log analysis, batch process monitoring.
• Process design mindset with a bias toward measurable outcomes; strong written communication.

Strong Plus

• Experience with account/contact data vendors (D&B, ZoomInfo, Clearbit, StoreLeads) and waterfall enrichment logic.
• Python for QA scripting, sampling, or light automation.
• Familiarity with prompt engineering, confidence scoring, and AI guardrails (evidence capture, versioned prompts, QA sampling gates).

Tool Stack

• Core: Snowflake (SQL), SFDC, Claude Code, Clay
• Pipeline: Shell orchestration, Cartographer / Sentinel / Resolver agents
• Enrichment: D&B, ZoomInfo, Clearbit, StoreLeads, LLM prompts
• Nice to Have: Python, SOQL, prompt engineering frameworks
• AI Guardrails (Expected Practice): Confidence floors, evidence capture, versioned prompts, 10% QA sampling gates, audit-on-promote, drift alerts, and privacy/compliance checks. This role is expected to uphold and improve these practices, not just follow them.

Please note: This position is not eligible for immigration sponsorship. 

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

Junior Technology Project Manager

The Junior Technology Project Manager (Analyst) will support the delivery of technology initiatives within Accordion’s Global Technology organization. This individual will operate under the guidance of the Senior Project Manager and will take ownership of small to medium-sized projects—ranging from internal process improvements to the deployment of small-scale enterprise applications. The role requires strong organizational skills, attention to detail, and the ability to coordinate effectively across teams in a fast-paced, professional services environment.

This is an excellent opportunity for an emerging project management professional to gain hands-on experience leading technology initiatives and to build a career in technology project and program management.

This role will ideally be based in our NYC, Boston, Charlotte, Chicago, or Dallas offices and is a hybrid role with the flexibility to work remotely 2 days per week.

This position is not eligible for immigration sponsorship.

What You’ll Do:

• Lead small-scale Global Technology projects from initiation through closeout, ensuring timelines, deliverables, and quality standards are met
• Support the Senior Project Manager on larger, cross-functional projects and assist with project documentation, reporting, and coordination
• Develop and maintain project plans, risk registers, and issue logs; ensure dependencies are tracked and communicated
• Coordinate project meetings, track action items, and ensure follow-up with stakeholders
• Prepare status updates and progress reports for internal leadership
• Collaborate with business and technical teams to document project requirements and validate outcomes
• Ensure adherence to established project management processes and frameworks within Global Technology
• Identify opportunities for process improvement and assist in implementing new tools or methods for efficient project delivery

You Have:

• Bachelor’s degree in Information Systems, Business Administration, or a related field
• 1–3 years of project coordination or project management experience in a technology environment; experience in a business analyst role also preferred
• Strong organizational, communication, and problem-solving skills
• Working knowledge of project management methodologies (Waterfall, Agile, or Hybrid)
• Proficiency in Microsoft Office (Excel) and project management tools such as ClickUp, Asana, or Microsoft Project
• Proficiency in ticket management systems (Jira or Azure DevOps)
• High-level understanding of coding platforms and system integrations
• Experience in test case creation and QA/UAT testing and experience in process mapping
• Ability to manage multiple tasks and priorities simultaneously with attention to detail; comfortable in a dynamic, high-performance environment
• Experience interacting with cross-functional teams including IT, business stakeholders, and vendors; must have strong interpersonal skills with a collaborative, team-oriented approach
• Eagerness and self-motivation to learn PM best practices and gain an understanding in technology systems, integration, and flow, with a strong interest in AI tools and technology development
• PMP or CAPM certification (or progress toward certification) is a plus

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $65,000 to $85,000 + benefits + bonus (overtime eligible). Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-HA1

Please note: This position is not eligible for immigration sponsorship. 

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

AI Support Analyst

The AI Support Admin plays a critical role in ensuring the smooth operation and adoption of AI tools across Accordion. Acting as the first line of specialized support for AI-related escalations, this individual bridges day-to-day technical assistance with long-term enablement initiatives. Reporting to the AI Enablement Lead, the Analyst will partner closely with both AI system readiness and AI training to resolve user issues, maintain system readiness, and enhance firmwide confidence in AI-driven tools.

This role combines hands-on technical troubleshooting with process and training support—making it ideal for someone who is equally comfortable solving technical challenges, documenting best practices, and assisting in the rollout of new AI capabilities.

The ideal candidate is a problem-solver who thrives at the intersection of technology and people. They bring curiosity about AI, patience in helping users, and the technical acumen to keep systems running smoothly. This person takes initiative, communicates clearly, and sees AI not just as a set of tools—but as a transformational force to make work more intelligent, efficient, and collaborative.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

AI Support and Troubleshooting

• Serve as the Help Desk escalation point for all AI-related issues, including tool access, performance, and integration challenges
• Troubleshoot and resolve incidents involving platforms such as Glean, CoPilot, ChatGPT, Zoom AI, and future AI applications
• Maintain documentation of known issues, resolutions, and best practices to improve first-line Help Desk response efficiency
• Monitor AI system health, escalate platform-level outages, and communicate impacts to stakeholders as appropriate

Collaboration and Enablement Support

• Work with AI system readiness to test new configurations, validate system integrations, and ensure readiness for production use
• Support AI training in maintaining learning materials, managing AI knowledge articles, and coordinating firmwide training sessions
• Participate in rollout activities for new AI tools and enhancements, providing hands-on user assistance and feedback for improvement
• Assist in building and maintaining AI usage dashboards and adoption reports in collaboration with the BI and Data Analytics teams

Continuous Improvement and Governance

• Identify recurring support patterns and propose solutions to improve user experience and system performance
• Maintain compliance with Accordion’s AI governance, security, and data management standards
• Document AI support procedures, ensuring alignment with internal IT and internal People Team standards

You Have:

• 2–4 years of experience in IT support, systems administration, or AI/automation tool management
• Strong understanding of enterprise AI tools such as Microsoft CoPilot, Glean, ChatGPT, Zoom AI, or similar
• Excellent troubleshooting, communication, and documentation skills
• Demonstrated ability to collaborate across teams, prioritize effectively, and manage multiple concurrent tasks
• Familiarity with Power BI, SQL, or other reporting tools is a plus
• Bachelor’s degree in Information Technology, Computer Science, or related field (or equivalent experience)

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $70,000 to $90,000 + benefits + bonus.

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-HA1

Role overview

The Corporate Strategy team is seeking a highly analytical, intellectually rigorous, and self-directed Principal Strategy Analyst to help shape the future direction of CarGurus.

This individual will operate as a senior individual contributor within Corporate Strategy, leading high-impact, enterprise-level strategic initiatives alongside Strategy team leadership and serving as a trusted thought partner to senior leadership. The Principal Strategy Analyst will work across functions to define complex business problems, develop structured recommendations, and translate strategic insights into actionable plans that drive measurable outcomes. This person is expected to be an operator and a strategist; someone that understands the implications of the work they drive at all levels.  

In addition to leading critical initiatives, this role serves as an internal strategy consultant - partnering with business leaders across the company to clarify priorities, evaluate trade-offs, and elevate the quality of strategic decision-making. 

This position reports into the Corporate Strategy function and works closely with executive leadership and cross-functional partners across the organization

What You’ll Do

Strategic Initiatives: Lead high-impact, enterprise-level problem solving

• Scope and lead complex strategic initiatives aligned to company-wide priorities with input from strategy team leadership
• Structure ambiguous business questions into clear hypotheses, analytical frameworks, and execution plans
• Develop rigorous business cases, financial models, and scenario analyses to inform investment and resource allocation decisions
• Synthesize insights into executive-ready materials that clearly articulate recommendations, risks, and trade-offs
• Drive initiatives beyond recommendation — partnering with stakeholders to translate strategy into implementation roadmaps

Thought Partnership & Internal Consulting

• Serve as a trusted thought partner to leaders across the organization
• Act as an internal strategy consultant, supporting business units in evaluating growth opportunities, operational trade-offs, and strategic direction
• Lead structured problem-solving sessions with cross-functional teams to align on priorities and unlock progress
• Pressure-test assumptions, challenge conventional thinking, and improve decision quality through analytical rigor and intellectual honesty
• Provide strategic guidance that balances long-term positioning with near-term execution realities

Competitive & Business Intelligence

• Develop a deep understanding of the automotive and marketplace landscape, including competitive dynamics and emerging trends
• Aggregate and synthesize insights from internal data, market research, and external sources
• Deliver clear, actionable insights that inform company strategy and market-level responses
• Support development of perspectives on new business opportunities, adjacencies, and potential investments

Company Strategy

• Partner with senior leadership to support annual and multi-year strategic planning processes
• Evaluate strategic priorities and ensure alignment between corporate resources and long-term objectives
• Contribute to leadership off-sites and key decision forums with structured analysis and clear recommendations
• Support evaluation of inorganic growth opportunities and major investment decisions as needed

Team Development & Analytical Leadership

• Raise the analytical and problem-solving bar across the Corporate Strategy team
• Mentor junior team members on structured thinking, modeling, and executive communication
• Develop reusable frameworks and best practices that improve team efficiency and impact
• Contribute to a collaborative, high-performance culture grounded in rigor, accountability, and trust

What You’ll Bring

• 5–7+ years of relevant professional experience, including strategy consulting, corporate strategy, investment analysis, or equivalent experience
• Remarkably high bias for action in all aspects of your work with a notably low ego 
• Demonstrated ability to independently lead complex, ambiguous strategic initiatives from framing through recommendation and implementation
• Strong business judgment and structured problem-solving capabilities
• Advanced analytical skills and proficiency in Microsoft Excel and PowerPoint
• Exceptional written and verbal communication skills, with the ability to influence senior stakeholders
• Experience working closely with executive leadership and influencing without direct authority
• Ability to manage multiple high-priority initiatives in a fast-paced, evolving environment

Preferred Qualifications

• Experience in marketplaces, technology, automotive, or related industries
• Exposure to M&A, partnerships, or corporate development
• MBA or equivalent advanced degree

About Man Numeric 

Man Numeric is a fundamentally-driven systematic investment manager. It takes a bottom-up approach to research and security selection and distils its findings into systematic processes that are applied across regions, styles and capitalisations. It offers long-only and alternative investment strategies that invest in both equity and credit markets.

The firm’s research-driven culture, which is underpinned by advanced technology and data science techniques, focuses on innovation and enhancement across alpha generation, risk management, portfolio construction and implementation.

Man Numeric has capabilities in systematic responsible investing, offering dedicated quantitative strategies and incorporating proprietary ESG and Climate alpha signals across a diverse range of strategies.

Founded in 1989 and becoming part of Man Group in 2014, Man Numeric’s funds under management were $32.0 billion at 30 June 2022. Further information can be found at www.man.com/numeric.

Role Overview

• Take ownership of day-to-day portfolio management workflows, including validating the implementation of the investment strategies
• Analyze the output of our portfolio construction process to ensure the integrity of our investment philosophy and improve the outcomes
• Identify and champion new alpha and risk management ideas from concept through to implementation
• Design tools for evaluating and improving portfolio implementation and performance
• Drive signal enhancement initiatives in partnership with research teams, and develop independent research ideas with a clear path to production
• Own the analytical narrative for client communications and presentations
• Work across teams within Man Group to solve investment, technical, and operational challenges

• Undergraduate and/or graduate coursework in accounting, finance, statistics, computer science, economics, or mathematics
• Coding experience required, Python preferred
• Solid understanding of accounting and financial statement analysis
• Deep interest in investing and the financial markets
• Ability to communicate complex quantitative concepts clearly to both technical and non-technical audiences
• Demonstrated track record of self-directed projects or research
• Strong sense of integrity

• Exposure to live systematic investment processes managing significant AUM
• Direct interaction and mentorship from senior PMs and the research team
• A culture that rewards initiative and offers strong career development opportunities

About Man Numeric 

Man Numeric is a fundamentally-driven systematic investment manager. It takes a bottom-up approach to research and security selection and distils its findings into systematic processes that are applied across regions, styles and capitalisations. It offers long-only and alternative investment strategies that invest in both equity and credit markets.

The firm’s research-driven culture, which is underpinned by advanced technology and data science techniques, focuses on innovation and enhancement across alpha generation, risk management, portfolio construction and implementation.

Man Numeric has capabilities in systematic responsible investing, offering dedicated quantitative strategies and incorporating proprietary ESG and Climate alpha signals across a diverse range of strategies.

Founded in 1989 and becoming part of Man Group in 2014, Man Numeric’s assets under management were $39.4 billion at 30 September 2023. Further information can be found at www.man.com/numeric.

Purpose of the role

Develop and improve quantitative investment strategies in financial markets within the Strategic Alpha Research team (SAR). Support all equity and fixed income strategies from alpha generation through to trade execution and implementation and work closely with other team members to create new and support existing strategies by identifying new investment ideas or innovative data sources; gathering and refining complex data for modeling; coding and performing statistical analysis to build and refine models; and interpreting, presenting, and implementing the results. Will also conduct research on various implementation aspects of investment strategies such as trading cost models, risk models, optimization, and portfolio construction.

Key competencies

• Bachelor’s degree in finance, mathematics, statistics, computer science, economics, or engineering
• Passion in investment research with strong intuition and the ability to think-out-of-the-box
• Strong record of original research and demonstrated problem solving ability.
• Excellent quantitative skills from training in econometrics or statistics, and extensive experience in utilizing those skills in empirical research.
• Strong programming skills analyzing large and complex data with statistical tools (Python preferred)
• Ability to communicate complex ideas clearly.
• Prior experience in the investment field, especially in credit markets, is a plus but not required.

Purpose of the Role

The Investment Operations team provides operational services to the AHL, GLG, and Numeric fund managers, covering all securities across all markets. As a Trade Operations Analyst you will ensures that all trades booked by these fund managers are true and accurate, while maintaining strong risk management standards.

Key Responsibilities

Trade Confirmation & Settlement

• Confirm and match all trades in a timely manner
• Monitor inbox to mitigate risk on potential settlement issues
• Resolve trade settlement issues promptly
• Monitor unconfirmed and failing trades
• Investigate and clear all nostro breaks in securities transactions
• Improve STP rates at Custodians and Prime Brokers
• Perform monthly CSDR investigation and reimbursements as needed

Trade Lifecycle & Data Management

• Trade amendments, event processing, and reference data maintenance to ensure accurate representation of positions, P&L, and exposures in risk management systems
• Perform daily reconciliation of trade activity for cash and positions
• Continually improve data quality and consistency
• Ensure security data integrity across multiple internal systems
• Maintain integrity of financial and confidential data

Stakeholder Management

• Act as central point of contact for all broker queries
• Act as subject matter expert for Equity, Bond, and OTC products across Man Group
• Manage queries from internal and external clients efficiently
• Build and maintain third-party relationships with Prime Brokers, Custodians, and Counterparties

Process Improvement & Governance

• Continually review and improve working practices/processes; automate end-to-end processes where possible
• Liaise with global Tech & Ops counterparts on strategic initiatives, provide expertise for processes & systems, assist in testing technology rollouts, and drive enhancements
• Implement and execute processes within a control infrastructure that mitigates operational risk
• Collate and present key governance metrics to the business regularly
• Ensure all functions performed are in line with Man Group's growth or contraction

Compliance & Risk

• Ensure all processes meet minimum Audit and Internal Control framework requirements
• Maintain awareness of compliance and regulatory data requirements; manage impacts appropriately
• Assist with periodic compliance and regulatory projects
• Identify actual or potential instances of non-compliance with regulations
• Identify complex events and communicate to team members

Collaboration

• Work alongside other Ops teams to provide cover and product knowledge
• Represent the Equity, Bond, OTC Derivatives Confirmations/Settlement team across Man Group

Key Skills & Experience

Product Knowledge

• Full understanding of financial instruments, specifically Equity, Bonds, and OTC (Swaps)
• Broad understanding of settlement intricacies across multiple regions

Technical Skills

• Strong Excel and Microsoft Office skills
• Broad application skills across multiple platforms
• Experience with Bloomberg, Salerio, DTCC CTM, ALERT, Traiana, ICE (desirable but not essential)

Core Competencies

• Strong analytical skills to understand a broad set of products and complex end-to-end workflows
• Detail-oriented with a control mindset
• Accuracy with strong attention to detail
• Ability to multi-task and prioritize in a fast-paced environment
• Excellent communication skills; ability to partner with Front Office, Tech, and Operations teams globally
• Strong prioritization and planning skills
• Ability to articulate operational needs
• Teamwork approach
• Efficient and ethical
• Willingness to work flexible hours as needed

Bracebridge is currently seeking a financial markets professional with security and derivative pricing expertise in the global securitized markets, including subprime RMBS, agency and non-agency CMBS, structured bonds and other fixed and floating ABS. The Junior Valuation Analyst will work closely with the Valuation Manager as well as the firm’s traders and analysts throughout the valuation process.

Responsibilities:

• Evaluate the market prices used in securitized benchmark indices and other fixed income products and services on a daily, weekly and monthly basis. Analyze internally sourced pricing as well as externally sourced pricing for accuracy
• Research and resolve pricing discrepancies through modeling and analysis and working with third party vendors
• Work with Valuation Manager and other analysts to enhance pricing models. Conduct tolerance testing of results
• Assist with the preparation of documentation for month-end reporting and regulatory audits

Requirements:

• Bachelors degree in finance, mathematics or a related field with top academic credentials 
• Up to 2 years of “hands on” experience in a fixed income security valuation role
• Knowledge of fixed income securities such as corporate bonds, RMBS, CMBS and ABS as well as of single name derivatives and indices
• General understanding of traditional mortgage financing, yield curves and spread movements
• Experience working with third party vendors such as Bloomberg, Markit, ICE, Intex and Pricing Direct
• Excellent Excel skills
• VBA, SQL and Python preferred
• Ability to manage multiple tasks, prioritize effectively, meet deadlines and deliver high quality, error-free work in a fast-paced environment
• Strong oral and written communication skills are essential
• CFA, or in pursuit of a CFA, a plus

Current anticipated annual base salary range: $75,000 - $85,000

Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.

Who you are:

Search is our highest-intent, highest-volume customer acquisition channel, and we’re looking for the person to take it to its next level. As Senior Manager, Search Marketing, you’ll own Hometap’s paid search program end-to-end across Google and Bing, managing a program in the $10–30M range with a clear mandate to scale efficiently and responsibly.

You are a hands-on paid search expert who thrives on ownership — you’re in the platforms, you drive the strategy, and you hold yourself personally accountable for performance. You combine deep technical fluency with strong analytical instincts, and you know how to turn data into decisions that improve CPL, conversion rate, and business outcomes.

Hometap is in many ways still a category-building exercise — most homeowners don’t know a home equity investment exists yet, and search is a key part of how we introduce the concept and create demand. You’ll need to think simultaneously like a performance marketer (efficiency, measurement, scale) and a category architect (how do we capture and create demand for something consumers are still learning about?).

You're energized by the opportunity to build. You work well across Growth, Brand/Creative, and Product, communicate performance clearly to leadership, and show up to cross-functional conversations with a real perspective to share.

What you'll do:

• Own day-to-day strategy and execution across paid search programs on Google Ads and Microsoft Advertising, from campaign architecture to bidding logic to ad copy strategy
• Manage a $10–30M annual search budget with full accountability for CPL, conversion rate, and contribution to capital deployment targets
• Build and maintain keyword architecture, match type strategy, ad group structure, and negative keyword management
• Write and test ad copy in collaboration with creative; own the ongoing A/B testing and optimization cadence
• Scale the program intelligently: find efficiency where others haven’t looked, and build a case for incremental investment when the data supports it
• Build and maintain measurement frameworks that account for Hometap’s longer, offline-influenced conversion cycle — from click to completed investment — and use lagged conversion data to inform real-time optimization decisions
• Partner with Analytics, and other teams to integrate downfunnel performance signals into search bidding, budgeting, and channel strategy
• Stay ahead of platform changes — Smart Bidding, Performance Max, audience layering, automation — and translate emerging capabilities into actionable strategy
• Consider the use of AI-based tools to identify optimizations, enhancements, and patterns in the data that could power gains in search campaigns
• Manage and hold accountable agency partners and platform relationships (Google, Microsoft, and key SEM tooling vendors), setting clear expectations and measuring against them

What you'll bring:

• 7+ years of hands-on paid search experience, including at least 3 years managing programs of $5M+ in annual spend — ideally with experience scaling a program toward the $10–30M range
• A demonstrated track record of scaling a paid search program (ideally during a build phase), including the ability to identify and capture new pockets of growth
• Deep hands-on expertise across Google Ads and Microsoft Advertising: campaign structure, Smart Bidding, SA360 (or equivalent), Performance Max, audience signal layering, and ad copy testing
• Deep experience working with lagged or downfunnel conversion data: long consideration cycles, offline conversion events, multi-touch attribution, or any environment where the click-to-close journey is complex and the feedback loop is slow
• Experience in categories where consumer education is part of the search challenge — products or services where you’re meeting searchers mid-consideration, not just capturing bottom-of-funnel demand
• A data-first mindset paired with the judgment to act under uncertainty; you build your own measurement frameworks, pressure-test assumptions, pull your own data, and know the difference between signal and noise
• Strong cross-functional communication: equally comfortable presenting channel strategy to senior leadership and digging into query-level data with an analyst
• Comfort working autonomously in a remote-first environment — setting your own direction, managing time and priorities, and delivering with a high degree of accountability
• A bias toward ownership — you thrive in environments where you hold both autonomy and accountability 

Bonus points:

• Experience building or scaling in-house paid search capability 
• Fintech, financial services, or other high-consideration consumer category experience 

The salary range for this role is $140,000 - $155,000, depending on your experience, skills, location, and other factors. You’ll also receive meaningful equity, so you can share in our growth and success. We offer generous medical, dental, and vision coverage, a work-from-home stipend, parental leave, and plenty of paid time off to recharge.

Senior Strategic Analyst (Remote)

At Wellist, we help employers support their people through every life moment—while ensuring HR and benefits leaders get the greatest possible value from their investments.

As our Senior Strategic Analyst, you will be the person who builds, executes, and delivers the high-impact analyses that drive client strategy and internal decision-making. This is a senior individual contributor role for someone who can frame analytical problems, work directly with raw data, produce zero-defect outputs, and turn those outputs into clear recommendations that influence executive stakeholders.

You will own the end-to-end analytics behind client deep dives, ROI assessments, portfolio evaluations, and monthly/quarterly reporting. Internally, you will ship analyses that shape product direction, resource prioritization, and Wellist’s marketplace and ecosystem strategy. This role requires exceptional analytical rigor, attention to detail, and the ability to communicate findings clearly to CHROs, CFOs, Wellist leadership, and cross-functional partners.

Core Responsibilities & What You Will Deliver

Client Analytics, Deep Dives & Portfolio Optimization

You will lead analytical work that identifies near-term cost savings, program performance gaps, and strategic opportunities within our client’s wellbeing portfolios. Your deliverables will include:

• Comprehensive portfolio analyses integrating Wellist platform usage and “ecommerce” behavioral data, claims-like datasets, and employer-provided inputs.
• Strategic ROI assessments for existing client accounts, quantifying value realized and pinpointing areas for higher-impact investment.
• Cost-savings opportunity models that map specific benefit adjustments, resource shifts, or product recommendations to measurable financial outcomes.
• Monthly and quarterly reporting packages that translate raw utilization data into clear insights, strategic recommendations, and prioritized next steps for clients.
• Executive-ready insights that help clients optimize their benefits spend, enhance employee engagement, and close gaps in high-need populations.
• Board-level reporting and advanced analytics narratives for client leadership teams.

You will be accountable for ensuring every analysis leads to actions that improve wellbeing support and maximize ROI for clients.

Data-Driven Product & Service Enhancement

You will use analytics to shape Wellist’s product roadmap and service offerings. Key responsibilities include:

• Turning the platform’s “ecommerce” behavioral data into recommendations to expand, refine, or rebalance Wellist’s product and resource portfolio.
• Partnering with Product, Engineering, and Operations to integrate and interpret multi-source data (e.g., internal systems, Support CRM, Sigma).
• Identifying platform features, workflows, and interventions that can drive higher adoption, engagement, and client value.
• Developing repeatable analytic frameworks, benchmarks, and scoring models that improve how we assess programs and recommend interventions.
• Leading internal insights that inform go-to-market strategy and cross-functional decision-making.

You will be responsible for the analytic foundation that drives product evolution and enhances the value Wellist delivers to employers.

Executive Communication, Client Success & Advisory Leadership

You will serve as a senior advisor to enterprise clients, ensuring analytics drive strategic action. You will:

• Present findings and recommendations to CHROs, CFOs, clinical leaders, and boards.
• Build executive-ready presentations, strategic briefs, and ROI narratives that influence high-stakes decisions.
• Lead conversations that translate complex data into compelling business cases for portfolio changes or new investments.
• Partner with Client Success leadership to ensure analytics are central to account strategy, retention, and expansion.
• Represent Wellist's analytic insights in external meetings, presentations, and thought leadership opportunities.

You are accountable for ensuring insights translate into impact—and that clients clearly understand the value Wellist creates.

What Success Looks Like
3 months: You are leading deep-dive analyses for priority accounts, producing executive-ready deliverables, and raising the standard for monthly and quarterly reporting.

6 months: Your ROI models, cost-savings analyses, and portfolio assessments are embedded in client strategy and influencing product decisions across Wellist.

12 months: You are recognized as the strategic analytical leader whose work drives measurable savings for employers, improves employee wellbeing outcomes, and guides the next generation of Wellist’s platform and services.

What You Bring

• 5-10+ years of experience in analytics, consulting, strategy, or population health; employer benefits or healthcare preferred.
• Demonstrated experience producing ROI models, cost-savings analyses, and strategic portfolio recommendations for enterprise clients.
• Proven ability to turn complex datasets into clear, actionable insights for senior executives.
• Expertise with analytics tools, including Excel and Sigma; experience integrating multiple data sources (CRMs, ecommerce data) strongly preferred.
• Exceptional storytelling skills—able to craft board-level narratives that connect data to business impact.
• Strong cross-functional leadership experience, especially partnering with product, engineering, and operations teams.
• A demonstrated track record of using analytics to drive measurable value and influence organizational strategy.
• A bias toward action, meticulous attention to detail, and a mission-driven mindset.

Why Work Here
A meaningful mission – Join a team that’s redefining how employers support employees and their families.
Outstanding benefits – Excellent medical, dental, and life insurance; generous PTO and 401(k) contribution.
Opportunity to grow – Play a critical role in building Wellist’s next-generation analytics and optimization solutions.
Award-winning culture – Recognized by Fast Company, MassTLC, Rock Health, and more.

At this time, Wellist is unable to sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).

Real Chemistry is looking for a Client Accounting Analyst join our growing team!  

Boston - Massachusetts; Carmel - Indiana; Chicago - Illinois; Lambertville - New Jersey; North Carolina 

The Client Accounting Analyst is responsible for the facilitation of the billing process, financial analysis, and reporting for assigned accounts. The Client Accounting Analyst is part of the Finance Department and works closely with other members of the department. This is a great opportunity to join a dynamic, fast-growing $550M+ global agency!

This position is classified as non-exempt in accordance with the Fair Labor Standards Act (FLSA).

What you’ll do: 

• Process invoices and resolve client accounting/billing discrepancies with internal team and clients.
• Process purchase orders upon request.
• Manage and track accounts receivables statuses Participate in monthly financial review meetings with account teams (creation/review of budget trackers) and run financial queries as needed.
• Assist with client reporting, audit requests and data collection for assigned accounts as needed.
• Review monthly fee and expense details; pull back up documentation/files as needed to ensure proper coding of expenses.
• Reconcile charges within internal financial system
• Provide time and expense details incurred on assigned accounts to Project Managers.
• Support the department by maintaining files, contracts and other relevant documentation. 
• Complete assigned accounting/billing work as well as assist across the business when necessary.
• Liaise with and review work of our external billing team.

This position is a perfect fit for you if: 

• ​Our Company values – Best Together, Impact-Obsessed, Excellence Expected, Evolve Always and Accountability with an “I” – really speak to you. 

• You are adaptable, resilient, and OK with adjusting your scope, responsibilities, and focus as we grow. When things change, so do we. We’re always evolving. 
• You are proactive, driven, and resourceful with strong prioritization skills and a desire to dive into the data. 
• You are highly organized self-starter, able to work independently and under tight deadlines. 

What you should have:  

• Bachelor’s Degree in Accounting, Finance, or related field. 
• Intermediate to advanced knowledge of Microsoft Excel, including Pivot Tables and VLOOKUPs; interview may include virtual Excel test.
• Professional communication manner and ability to triage messages when appropriate.
• Ability to maintain security of confidential information/conversations that impact the business. 
• 3+ years’ experience in Billing Associate or Client Accounting Associate role; experience working in an Advertising or PR firm necessary.
• Experience with financial systems; familiarity with NetSuite a plus.

Pay Range: $50,000 - $60,000
his is the pay range the Company believes it will pay for this position at the time of this posting.  Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time.

Data is at the heart of every decision at Klaviyo. Our Analytics Engineering team sits within a hub-and-spoke model, partnering closely with Go-To-Market (GTM), Product, Engineering, and Business Intelligence teams to build scalable, trusted data systems. You’ll work at the intersection of business and engineering, owning core data models, enabling self-service analytics, and ensuring our data ecosystem is reliable, scalable, and compliant.

About the Role

We’re looking for a Senior Analytics Engineer to own end-to-end data pipelines and modeling across GTM (Sales) and Product domains. You’ll build and maintain the source of truth for operational and product data, enabling leadership, analysts, and product teams to answer complex questions with confidence. This role combines deep technical execution with high-impact business partnership, requiring you to translate ambiguous needs into scalable data products. You will operate as a trusted, embedded partner to stakeholders while leveraging the broader Data Engineering organization’s standards, tooling, and best practices. You’ll help build the foundation that powers everything from forecasting and compensation to product insights and experimentation. Please note that this is a hybrid role that requires 3 days/week in our Boston office. Fully remote candidates will not be considered at this time. 

How You’ll Make a Difference

• Own and deliver end-to-end data pipelines and models that power Sales and Product analytics
• Build curated, governed data marts that enable fast, reliable decision-making
• Design dimensional data models (dbt) for core entities such as accounts, pipeline, performance, and product usage
• Partner with Sales, Product, and Analytics teams to create holistic views of the customer and product lifecycle
• Raise the bar on data quality, testing, monitoring, and documentation
• Enable reverse ETL workflows to operationalize insights into business systems
• Act as a data ambassador across Product, Engineering, BI, and Legal, ensuring alignment on data contracts and governance
• Lead and mentor others through design reviews, best practices, and technical guidance
• Evolve internal tooling and infrastructure to improve developer and analyst productivity

What You’ll Do

• Data Modeling & Pipelines: Build and maintain production-grade dbt models in Snowflake
• Integrations & Ingestion: Own ingestion from systems like Salesforce, ERP, and product data sources
• Reverse ETL: Push high-value data models into downstream tools and workflows
• Data Quality & Governance: Implement testing frameworks, monitoring, and documentation to ensure trust and compliance
• Cross-Functional Partnership: Work closely with Sales Ops, Product Managers, Engineering, Finance, and GTM teams
• Repository Stewardship: Maintain dbt codebase, enforce best practices, and ensure scalability
• Tooling & Infrastructure: Contribute to Airflow, Terraform, AWS, and other platform tools as needed

Who You Are

• 5+ years of experience in analytics or data engineering in a modern data stack (Snowflake, BigQuery, or Redshift)
• Strong expertise in SQL and dbt, with a focus on building scalable, production-grade data models
• Proficiency in Python (or similar) for orchestration or tooling
• Experience owning end-to-end data workflows, from ingestion to business impact
• Ability to translate ambiguous business needs into structured data solutions
• Strong communication skills with the ability to partner with non-technical stakeholders
• Experience implementing data testing, monitoring, and governance frameworks
• Proven ability to lead cross-functional projects with minimal guidance

Nice to Have

• Experience with Sales Operations, compensation, or GTM analytics
• Familiarity with reverse ETL tools and workflows
• Experience with Airflow, Fivetran, Workato, or similar tools
• AWS experience (S3, EC2, Lambda) and infrastructure-as-code (Terraform)
• Exposure to experimentation frameworks or product analytics systems
• Experience with data privacy controls (masking, role-based access, compliance)

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny.

We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

Please see the independent bias audit report covering our use of Covey here

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

We deliver data and analytical solutions designed to streamline reporting capabilities and enhance business insights across vast and complex data sets ranging from Sales, Operations, Marketing, Pricing, Customer Strategies, and more.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

About the Role and You

We're looking for a rare combination: a data scientist who thinks like a strategist and a strategist who speaks fluent data. You fall in love with problems and quantify complex situations using math. This isn't a role about building models in isolation—it's about transforming how a business makes decisions, identifies opportunities, and drives growth. You'll be equal parts analyst, advisor, and architect of our strategic direction.

What You'll Do

You'll sit at the intersection of data and strategy, turning complex business challenges into quantifiable opportunities. This means diving deep into our numbers to surface insights that others miss, then translating those insights into actionable growth strategies. You'll work directly with leadership to shape major business decisions, from market expansion and pricing strategy to resource allocation and competitive positioning.
Your day-to-day will involve identifying the right questions to ask before anyone else thinks to ask them, building the analytical frameworks to answer those questions, and presenting recommendations that fundamentally shift how we operate. You'll own strategic initiatives from conception through execution, measuring impact and iterating as you go. You’ll travel to client sites as needed, leading AI assessment and Strategy Engagements.

What We're Looking For

The Strategic Mindset: You naturally think several moves ahead. You understand business models, competitive dynamics, and growth levers. You can walk into a room with executives and hold your own in discussions about market strategy, unit economics, and long-term planning. You've seen how businesses succeed and fail, and you know how to spot the difference.
The Technical Depth: You're genuinely strong in quantitative methods—statistics, predictive modeling, optimization, experimental design. You can wrangle messy data, build robust analyses, and know when a sophisticated model is needed versus when a simple calculation will do. Python, R, SQL are still in your wheelhouse.
The Translation Layer: You can explain complex analytical concepts to non-technical stakeholders without dumbing them down. You know how to build conviction around data-driven recommendations and can defend your methodology when challenged. You make the quantitative accessible and actionable.
The Business Acumen: You understand P&Ls, growth metrics, customer economics, and operational levers. You've worked closely enough with business teams to know what keeps them up at night and how your analyses can help them sleep better.

Requirements

• 5+ years of experience in analytical roles with increasing strategic responsibility
• Strong foundation in statistics, machine learning, and quantitative analysis
• Demonstrated experience influencing business strategy through data
• Track record of identifying and driving growth opportunities
• Excellent communication skills with technical and executive audiences
• Proficiency in modern data science tools and languages
• Understanding of business finance and growth frameworks

Ideal Background

You might come from management consulting with deep analytical chops, strategic roles at high-growth companies, corporate strategy teams with hands-on data work, or data science roles where you've grown into strategic advisory. What matters most is that you've successfully used data to change how businesses operate and grow.

What Success Looks Like

In your first year, you'll have identified three major strategic opportunities we weren't seeing before, built the analytical infrastructure to evaluate them rigorously, and driven at least one to implementation with measurable business impact. You'll have become a trusted advisor to leadership and the person they turn to when facing the company's thorniest strategic questions.

The annual salary for this role ranges from: $145,000 to $195,000 USD + bonus + benefits. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-BS1

Summary:

The Fixed Income Portfolio & Data Analyst supports the firm's Municipal and Taxable Fixed Income investment teams through strategy attribution, portfolio positioning and characteristics analysis, and risk controls reporting. As a member of the Enterprise Data & Analytics (ED&A) team, this role serves as the primary analytical bridge between the fixed income investment professionals and the firm's broader reporting and data infrastructure. The analyst will manage recurring weekly and monthly deliverables, respond to daily ad-hoc requests from portfolio managers, and support the broader ED&A team with custom client requests, marketing material production, and RFP/DDQ responses.

Responsibilities:

• Produce and maintain fixed income reporting (attribution, positioning, characteristics, and risk) on a recurring and ad hoc basis
• Develop and enhance Bloomberg PORT Enterprise views, groupings, and reports to support portfolio analysis and investment decisions
• Utilize BQL and BQuant to extract, analyze, and improve portfolio and market data workflows
• Act as the primary analytics partner to fixed income investment teams, delivering insights and addressing ad hoc requests
• Support creation and review of client-facing materials, including marketing content, factsheets, pitchbooks, RFPs, and DDQs
• Assist with custom analyses and deliverables for clients, including portfolio comparisons and investment illustrations
• Lead or contribute to initiatives that improve reporting efficiency, automation, and analytics capabilities (e.g., SQL, Power BI, Power Automate, generative AI tools)
• Ensure accuracy and integrity of portfolio, benchmark, performance, and attribution data across all outputs

Qualifications:

• Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or a related field.
• 3–5 years of experience in fixed income analytics, portfolio analysis, or investment performance within asset management or financial services.
• Strong knowledge of fixed income concepts including yield curves, duration, convexity, spreads, credit, sector allocation, attribution.
• Proficiency with Bloomberg PORT Enterprise including experience with BQL and BQuant.
• Advanced Excel skills (formulas, pivot tables, data modeling, charting).
• Ability to analyze and clearly communicate attribution results to both technical and non-technical audiences.
• Strong analytical, problem-solving, and organizational skills; able to manage multiple deadlines in a fast-paced environment.
• Collaborative team player with experience working across investment, marketing, compliance, and client service teams.
• CFA charterholder or progress towards designation preferred.
• Experience with Python, VBA, SQL, Power BI, Power Automate, or similar tools preferred.
• Familiarity with generative AI tools for analytics or workflow enhancement.

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. 

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range

$90,000-$130,000 USD

At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities, and each other.

Life at Axon is fast-paced, challenging, and meaningful. Here, you'll take ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter.

Your Impact

As Axon's Senior D365 F&O Solutions Analyst, you will be the connective tissue between our enterprise systems, financial operations, and the next generation of AI-powered automation. You'll leverage Microsoft Dynamics 365 F&O to drive supply chain excellence while bringing deep finance and accounting knowledge to optimize end-to-end business processes. This role is for someone who doesn't just use technology — they push it forward, actively deploying AI agents, Power Platform solutions, and MCP integrations to multiply the impact of every process they touch. If you're excited by the idea of building agentic workflows that help Axon's mission scale, this is your seat at the table.

What You'll Do

Location: 4 days in the office (Tuesday-Friday) Hybrid from Axon HQ locations - Scottsdale, Seattle, Boston, Atlanta and New York.

Reports to: Director, D365 Enterprise Applications

Direct Reports: None (Individual Contributor with strong cross-functional influence)

• Own and optimize D365 F&O modules spanning Supply Chain Management (procurement, inventory, warehouse management, supply planning) and Finance (general ledger, accounts payable/receivable, fixed assets, cost accounting) — ensuring system configuration aligns with evolving business needs and financial controls.
• Drive AI-first process improvement by designing and deploying agentic workflows using Microsoft Copilot Studio, Power Automate, and MCP integrations that reduce manual effort across finance and supply chain operations.
• Partner with Finance leadership to ensure accurate financial reporting, month-end close support, cost variance analysis, and compliance with GAAP — translating accounting requirements into D365 configurations and automation solutions.
• Build and maintain Power Platform solutions (Power Apps, Power Automate, Power BI) that surface real-time supply chain and financial KPIs to business stakeholders, enabling data-driven decisions at every level.
• Lead cross-functional discovery and requirements gathering with Finance, Operations, Procurement, and IT teams — translating business needs into functional D365 specifications, user stories, and solution designs.
• Implement and manage agentic AI experiences — using tools such as Azure AI Foundry, Copilot Studio, or third-party LLM integrations via MCP.
• Serve as a subject matter expert on D365 F&O data models, supporting integrations with external systems (EDI, Salesforce, etc.) and ensuring data integrity across the enterprise technology stack.
• Champion a culture of continuous improvement and AI literacy within the Finance and Supply Chain teams — conducting enablement sessions, documenting processes, and identifying the next wave of automation opportunities.
• Support system upgrades, new module rollouts, and D365 release wave evaluations — assessing impact, coordinating testing, and communicating changes to business users.

What You Bring

• 7+ years of hands-on experience with Microsoft Dynamics 365 F&O in a functional or techno-functional capacity, with deep expertise in: Supply Chain Management, Procurement & Sourcing, Inventory Management, Finance/GL, or Cost Accounting.
• Solid foundation in Finance & Accounting principles — you can hold your own in a conversation about month-end close, cost variance, AP/AR workflows, or financial controls, and you understand how those requirements translate into D365 configuration.
• Demonstrated experience building agentic or AI-powered solutions — whether through Microsoft Copilot Studio, Power Automate with AI Builder, Azure AI services, LLM integrations via MCP, or equivalent platforms. You actively use AI in your day-to-day work, not just talk about it.
• Proficiency in the Microsoft Power Platform (Power Apps, Power Automate, Power BI) with a track record of delivering production solutions that solved real business problems.
• Strong analytical and problem-solving skills — able to diagnose process gaps, design elegant solutions, and communicate trade-offs clearly to both technical and non-technical audiences.
• Experience working in a fast-paced, high-growth technology or manufacturing environment, ideally supporting global finance or supply chain operations.
• Bonus: Familiarity with D365 F&O technical concepts (X++ basics, data entities, LCS, Azure DevOps ALM), or experience integrating D365 with MCP-enabled AI agents or external LLM tooling.

About the Role 

IANS is building an innovative new data product for security leaders. The Research Interviewer is the frontline of our data collection effort — conducting structured phone interviews with CISOs and senior security practitioners to capture detailed, verified quantitative and qualitative data on their experience with certain security-related operational tasks. 

This is not a call center role. You will be having substantive technical conversations with senior security professionals about their real-world experience with key security operational tasks. You need enough cybersecurity domain knowledge to ask intelligent follow-up questions, recognize when an answer needs probing, and capture nuanced insights that go beyond surface-level satisfaction scores. 

You will also serve as the key liaison between the Research team and IANS’ account management team, coordinating client outreach, scheduling, and ensuring we hit our target response rates across all markets and firmographic segments. 

Core Responsibilities 

Interview Coordination & Scheduling (~25% of time) 

• Work with sales account managers to identify the best interview contacts at each client — the person with the most hands-on experience with a given topic, not necessarily the CISO.
• Persistently follow up with AMs to get introductions made and interviews scheduled; track and escalate when outreach stalls.
• Maintain a master tracker of interviews completed vs. needed by market, product, client, industry, and revenue band to identify coverage gaps.
• Coordinate scheduling directly with practitioners once introductions are made; accommodate busy executive calendars with flexibility. 

Conducting CATI Interviews (~40% of time) 

• Conduct 60-minute structured phone interviews with verified security practitioners using the IANS CATI survey instrument.
• Cover all survey sections during interview (survey questions will be provided by product and research team).
• Ask intelligent, probing follow-up questions when responses are vague, surface-level, or inconsistent — the goal is detailed, usable data & insights, not checkbox completion.
• Vet any quantitative data points required from the user to ensure data is fact-based and high-quality.
• Record all interviews (with consent) and capture real-time notes during the call to supplement the recording.
• Target throughput: ~7-10 completed interviews per week (accounting for scheduling, cancellations, and rescheduling) 

Data Processing & Quality (~25% of time) 

• Enter all structured data from each interview into the survey platform (Qualtrics) accurately and completely.
• Edit and process verbatim quotes from interview recordings: remove filler words (“um,” “you know,” “like”), fix grammar, and ensure quotes are fully coherent and attributable — while preserving the practitioner’s authentic voice.
• Flag data quality issues: inconsistent responses, potential conflicts of interest, respondents who lack sufficient product experience to provide reliable data.
• Ensure all interviews are properly tagged with firmographic metadata (industry, revenue band, team size) for downstream filtering 

Coverage Tracking & Reporting (~10% of time) 

• Maintain a real-time dashboard of interview completions by market, product, industry, and revenue band vs. target sample sizes.
• Identify gaps in firmographic coverage (e.g., “we have 15 financial services respondents but only 3 for healthcare”) and work with AMs to fill them.
• Provide weekly status reports to the Research PM on throughput, coverage gaps, scheduling pipeline, and AM responsiveness.
• Flag early if target response rates are at risk and recommend corrective actions (e.g., different outreach approach, incentive adjustments, alternative contacts) 

Requirements: 

• 1+ years of experience conducting structured research interviews, CATI surveys, or qualitative research with senior professionals (B2B context strongly preferred).
• Familiarity with cybersecurity concepts and terminology — you don’t need to be a practitioner, but you need to understand the basics and be able to facilitate a technical conversation about implementation challenges.
• Strong interpersonal skills: ability to build rapport quickly with senior executives, keep conversations on track, and ask tough follow-up questions diplomatically.
• Meticulous data entry and editing skills — comfort processing interview recordings into clean, quotable verbatim text.
• Organized and persistent: able to manage a pipeline of 30–50 scheduled and pending interviews simultaneously across multiple markets.
• Comfort working with Qualtrics or similar survey platforms for data entry.
• Based in the US (onshore requirement for data quality with technical audience) 

Nice to Have 

• Background in cybersecurity, IT, or adjacent technical field (even in a non-practitioner capacity — e.g., analyst, sales engineer, product marketing).
• Experience with market research firms (Gartner, Forrester, IDC, KLAS) or B2B research agencies.
• Familiarity with CATI methodology, sample management, and quota tracking.
• Experience with Bayesian modeling concepts or statistical analysis (for collaboration with our modeling contractor) 

Why This Role Matters 

The data you collect is the moat. Without high-quality, structured interview data from verified practitioners, this new product has no differentiation. Every interview you conduct feeds a proprietary data asset that compounds over time, cannot be replicated by competitors or LLMs, and directly drives IANS’ revenue growth. This is not a support function — it is the core engine of a new product line projected to generate significant incremental revenue. 

Compensation & Benefits 

• Base salary: $60,000–$75,000 depending on experience (plus bonus)
• Opportunity to grow into a senior research or research management role as the data collection function scales 

Senior Strategic Analyst (Hybrid)

At Wellist, we help employers support their people through every life moment—while ensuring HR and benefits leaders get the greatest possible value from their investments.

As our Senior Strategic Analyst, you will be the person who builds, executes, and delivers the high-impact analyses that drive client strategy and internal decision-making. This is a senior individual contributor role for someone who can frame analytical problems, work directly with raw data, produce zero-defect outputs, and turn those outputs into clear recommendations that influence executive stakeholders.

You will own the end-to-end analytics behind client deep dives, ROI assessments, portfolio evaluations, and monthly/quarterly reporting. Internally, you will ship analyses that shape product direction, resource prioritization, and Wellist’s marketplace and ecosystem strategy. This role requires exceptional analytical rigor, attention to detail, and the ability to communicate findings clearly to CHROs, CFOs, Wellist leadership, and cross-functional partners.

Core Responsibilities & What You Will Deliver

Client Analytics, Deep Dives & Portfolio Optimization

You will lead analytical work that identifies near-term cost savings, program performance gaps, and strategic opportunities within our client’s wellbeing portfolios. Your deliverables will include:

• Comprehensive portfolio analyses integrating Wellist platform usage and “ecommerce” behavioral data, claims-like datasets, and employer-provided inputs.
• Strategic ROI assessments for existing client accounts, quantifying value realized and pinpointing areas for higher-impact investment.
• Cost-savings opportunity models that map specific benefit adjustments, resource shifts, or product recommendations to measurable financial outcomes.
• Monthly and quarterly reporting packages that translate raw utilization data into clear insights, strategic recommendations, and prioritized next steps for clients.
• Executive-ready insights that help clients optimize their benefits spend, enhance employee engagement, and close gaps in high-need populations.
• Board-level reporting and advanced analytics narratives for client leadership teams.

You will be accountable for ensuring every analysis leads to actions that improve wellbeing support and maximize ROI for clients.

Data-Driven Product & Service Enhancement

You will use analytics to shape Wellist’s product roadmap and service offerings. Key responsibilities include:

• Turning the platform’s “ecommerce” behavioral data into recommendations to expand, refine, or rebalance Wellist’s product and resource portfolio.
• Partnering with Product, Engineering, and Operations to integrate and interpret multi-source data (e.g., internal systems, Support CRM, Sigma).
• Identifying platform features, workflows, and interventions that can drive higher adoption, engagement, and client value.
• Developing repeatable analytic frameworks, benchmarks, and scoring models that improve how we assess programs and recommend interventions.
• Leading internal insights that inform go-to-market strategy and cross-functional decision-making.

You will be responsible for the analytic foundation that drives product evolution and enhances the value Wellist delivers to employers.

Executive Communication, Client Success & Advisory Leadership

You will serve as a senior advisor to enterprise clients, ensuring analytics drive strategic action. You will:

• Present findings and recommendations to CHROs, CFOs, clinical leaders, and boards.
• Build executive-ready presentations, strategic briefs, and ROI narratives that influence high-stakes decisions.
• Lead conversations that translate complex data into compelling business cases for portfolio changes or new investments.
• Partner with Client Success leadership to ensure analytics are central to account strategy, retention, and expansion.
• Represent Wellist's analytic insights in external meetings, presentations, and thought leadership opportunities.

You are accountable for ensuring insights translate into impact—and that clients clearly understand the value Wellist creates.

What Success Looks Like
3 months: You are leading deep-dive analyses for priority accounts, producing executive-ready deliverables, and raising the standard for monthly and quarterly reporting.

6 months: Your ROI models, cost-savings analyses, and portfolio assessments are embedded in client strategy and influencing product decisions across Wellist.

12 months: You are recognized as the strategic analytical leader whose work drives measurable savings for employers, improves employee wellbeing outcomes, and guides the next generation of Wellist’s platform and services.

What You Bring

• 5-10+ years of experience in analytics, consulting, strategy, or population health; employer benefits or healthcare preferred.
• Demonstrated experience producing ROI models, cost-savings analyses, and strategic portfolio recommendations for enterprise clients.
• Proven ability to turn complex datasets into clear, actionable insights for senior executives.
• Expertise with analytics tools, including Excel and Sigma; experience integrating multiple data sources (CRMs, ecommerce data) strongly preferred.
• Exceptional storytelling skills—able to craft board-level narratives that connect data to business impact.
• Strong cross-functional leadership experience, especially partnering with product, engineering, and operations teams.
• A demonstrated track record of using analytics to drive measurable value and influence organizational strategy.
• A bias toward action, meticulous attention to detail, and a mission-driven mindset.

Why Work Here
A meaningful mission – Join a team that’s redefining how employers support employees and their families.
Outstanding benefits – Excellent medical, dental, and life insurance; generous PTO and 401(k) contribution.
Opportunity to grow – Play a critical role in building Wellist’s next-generation analytics and optimization solutions.
Award-winning culture – Recognized by Fast Company, MassTLC, Rock Health, and more.

At this time, Wellist is unable to sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).

Now, more than ever, the Toast team is committed to our customers. We’re taking steps to help restaurants navigate these unprecedented times with technology, resources, and community. Our focus is on building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love. And because our technology is purpose-built for restaurants, by restaurant people, restaurants can trust that we’ll deliver on their needs for today while investing in experiences that will power their restaurant of the future.

Bready* to make a change?

The Fintech Risk team at Toast is responsible for driving risk informed growth for the rapidly expanding Toast Fintech line of business. We are seeking a Principal Credit Risk Analyst to lead the evaluation, monitoring, and optimization of credit risk across our lending portfolio. This role will be critical in balancing growth opportunities with prudent risk management, ensuring sustainable performance of both existing and new lending products. You’ll leverage data, advanced analytics, and cross-functional collaboration to shape how Toast assesses and manages credit risk. Your work will directly influence product design, portfolio performance, and the financial health of our merchant partners.

About this roll* (Responsibilities) 

Credit Risk Strategy & Portfolio Management

• Lead the design and execution of Toast’s credit risk strategy across multiple lending products and lifecycle stages.
• Develop and refine risk frameworks, policies, and performance metrics that balance growth and credit quality.
• Monitor and interpret portfolio performance, identifying emerging risks, opportunities, and portfolio optimization levers.

Product Growth & Innovation

• Partner with Product, Finance, Data Science, and Operations to launch and scale new lending products responsibly
• Define credit strategies that align with growth targets while maintaining risk appetite
• Support pricing, underwriting, and account management strategies to optimize customer acquisition and retention

Analytics & Decisioning

• Build and enhance risk models (scorecards, forecasting, loss models) leveraging advanced analytics
• Perform deep-dive portfolio analyses to support data-driven decision-making
• Evaluate external data sources, credit bureaus, and alternative data providers to strengthen risk assessment

Governance & Reporting & Leadership

• Ensure alignment with regulatory requirements and internal risk management frameworks
• Deliver clear, actionable insights to senior leadership and governance committees.
• Represent the Fintech Risk team as a thought leader, mentoring analysts and influencing decision-making across the organization.

Do you have the right ingredients*? (Requirements)

• • 8+ years of experience in credit risk strategy, analytics, or portfolio management, ideally within fintech, SMB lending, or financial services.
  • Masters Degree or higher in a quantitative field (Mathematics / Statistics / Economics / Finance / Operations Research, etc)
  • Proven track record in managing and scaling lending products across lifecycle stages
  • Strong proficiency in statistical/analytical tools (SQL, Python, R, SAS, or similar) and data visualization tools (Tableau, Hex, or similar)
  • Experience with credit risk analytics/modeling, stress testing, and portfolio management
  • Proficient verbal and written communication skills for interpreting analytic results to technical and non-technical audiences
  • Exceptional problem-solving and critical-thinking ability
  • Strong communication skills with the ability to influence stakeholders across all levels
  • Leadership presence with experience mentoring analysts or leading cross-functional initiatives

AI at Toast

At Toast we’re Hungry to Build and Learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it’s a core part of our culture.

Our Spread* of Total Rewards
We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits.

Lincoln Property Company is seeking a Senior Associate Financial Analyst to join our growing team and support our acquisition and development efforts across New England. This role will be in-office and based out of our Boston office.

In this critical role, you will play a vital part in identifying, underwriting, and executing on real estate acquisitions and developments across various product types. You will collaborate closely with the regional partner and acquisition team throughout the entire deal lifecycle, from sourcing new opportunities to due diligence, closing, and some asset management. Additionally, you will contribute to the daily operations of the deal.

Responsibilities:

• Manage Associate level members of the Acquisitions and Development team.
• Oversee the underwriting of all new acquisition and development opportunities across various product types (office, residential, mixed-use, industrial, retail, medical office, data center) and submarkets.
• Tour potential acquisition or development opportunities and communicate directly with brokers and/or sellers.
• Assist acquisition team with sourcing new deals, overseeing the production of IC memos, quarterbacking the Due Diligence/Closing process.
• Conduct quarterly financial reviews of the region’s portfolio and prepare to present status updates on the financial performance of acquired assets.
• Assist with disposition strategies and activities for assets approaching the end of their investment hold period.
• Pitch opportunities directly to existing and new equity partners and lenders.
• Assist the development team in underwriting opportunities.
• Maintain expert level understanding of market conditions.
• Prepare financial models, presentations, and reports to support investment decisions.

Desired Competency, Experience and Skills:

• Bachelor's degree in Finance, Real Estate, or related field preferred, but not required.
• Ideally 3-5 years of experience in real estate financial analysis or a similar role
• Strong analytical skills with excellent financial modeling skills (e.g., Excel, Argus).
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong work ethic and a commitment to excellence.

Lincoln Property Company is seeking an Associate Financial Analyst to join our growing team and support our acquisition and development efforts across New England. This role will be in-office and based out of our Boston office.

In this critical role, you will play a vital part in identifying, underwriting, and executing on real estate acquisitions and developments across various product types. You will collaborate closely with the regional partner and acquisition team throughout the entire deal lifecycle, from sourcing new opportunities to due diligence, closing, and some asset management. Additionally, you will contribute to the daily operations of the deal.

Responsibilities:

• Underwrite new acquisition and development opportunities across various product types (office, residential, mixed-use, industrial, retail, medical office, data center) and submarkets.
• Assist acquisition team with sourcing new deals, preparing IC memos, working through Due Diligence/Closing.
• Conduct quarterly financial reviews of the region’s portfolio.
• Assist with disposition strategies and activities for assets approaching the end of their investment hold period.
• Assist the development team in underwriting opportunities and tracking deal costs for partners and lenders.
• Conduct market research and analysis to stay current on market trends and economic conditions, including tracking and reporting on existing assets on the market.
• Prepare financial models, presentations, and reports to support investment decisions.

Desired Competency, Experience and Skills:

• Bachelor's degree in Finance, Real Estate, or related field preferred, but not required.
• Ideally 1-2 years of experience in real estate financial analysis or a similar role (including summer internships).
• Strong analytical skills with proficiency in financial modeling (e.g., Excel, Argus).
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong work ethic and a commitment to excellence.

Summary

Klaviyo is looking for a Lead Data Science Analyst to join our GTM Strategic Analytics & Insights team. In this role, you will serve as a senior individual contributor at the intersection of advanced data science, AI/LLM-driven innovation, and Go-to-Market strategy. You will build and maintain sophisticated predictive and inferential models, conduct deep-dive statistical analyses, and develop AI-first solutions that unlock meaningful insights across the pre and post Sales Customer lifecycle.

The successful candidate will partner closely with GTM leadership to shape how Klaviyo understands, measures, and accelerates new business and customer outcomes; from pre-sales motion through onboarding, expansion and retention. You will operate with a strong bias toward AI-augmented workflows and bring a modern, LLM-aware approach to every analytical challenge.

The ideal candidate is intellectually curious, strategically minded, and energized by hard problems. They bring deep technical fluency across the full data science stack, a demonstrated ability to influence senior stakeholders through clear storytelling, and a genuine commitment to building AI-first solutions in a fast-moving SaaS environment.

How You Will Make a Difference

• Build and maintain advanced models: Build and maintain advanced predictive and time-series models: design, train, deploy, and monitor models across use cases such as demand forecasting, capacity planning, deal scoring, and customer propensity; incorporate seasonality, exogenous drivers, and backtesting frameworks to ensure accuracy and robustness
• Apply statistical rigor: lead deep-dive analyses leveraging regression, causal inference, hypothesis testing, correlation analysis, and other statistical methods to surface actionable signals from complex, large-scale datasets
• Develop AI/LLM-powered solutions: architect and implement AI-first analyses and tooling using large language models, prompt engineering, retrieval-augmented generation (RAG), and related techniques to automate insight generation, surface qualitative signals at scale, and augment team capabilities
• Own forecasting and decision systems: Own end-to-end forecasting and operational decision systems, including time-series demand forecasting, capacity planning models (e.g., Erlang-based staffing), and production pipelines that power GTM and Support planning workflows; ensure reliability, scalability, and business adoption of outputs
• Drive customer intelligence: develop and maintain prospect, deal health, archetype, and capacity models that inform GTM strategy, planning, and growth initiatives
• Define the measurement framework: identify, create, and steward benchmarks and metrics that meaningfully represent growth, engagement, and success outcomes
• Communicate with impact: distill complex analyses into clear, cohesive narratives with executive-ready materials that drive decisions at the senior leadership level
• Collaborate cross-functionally: partner with Systems & Engineering, GTM Operations, Rev Ops & Planning, Product, Business Intelligence, Data Science, and Finance to ensure analytical solutions are integrated, scalable, and trusted

Who You Are

• 6+ years of professional experience in an advanced analytics or data science role; SaaS experience strongly preferred
• Deep expertise in statistical inference and modeling, including supervised techniques (regression, classification, gradient boosting, decision trees) and unsupervised techniques (clustering, PCA, anomaly detection, topic modeling)
• Hands-on experience designing and deploying AI/LLM-based solutions, including prompt engineering, fine-tuning, RAG pipelines, or LLM-integrated analytics workflows; you approach new problems with an AI-first mindset
• Familiarity and experience with distributed coding projects, including using Git for code management.
• Advanced proficiency in Python (pandas, numpy, scikit-learn, xgboost, statsmodels, and LLM/AI libraries such as LangChain, OpenAI SDK, or HuggingFace) and SQL; working knowledge of DBT
• Own and scale end-to-end data pipelines, including orchestration with Airflow and transformation/modeling with dbt; design reliable, testable, and modular workflows that support production-grade analytics and machine learning use cases, with a focus on performance, data quality, and maintainability.
• Develop and iterate on time-series forecasting frameworks using approaches such as ARIMA/SARIMAX, ETS, MSTL, and machine learning-based models; evaluate performance through rigorous backtesting and continuously improve model accuracy and business applicability
• Experience building data visualizations and dashboards across platforms such as Tableau, ThoughtSpot, matplotlib, seaborn, plotly, or similar tooling.
• Strong project ownership: experienced operating to a roadmap, managing milestones and deliverables, and delivering high-quality work product in a timely manner
• Comfortable with autonomy and ambiguity, with a proactive orientation toward identifying and solving problems before they're fully defined
• Excellent written and verbal communication skills, including experience preparing materials for executive audiences

Summary

Klaviyo is looking for a Lead Data Science Analyst to join our GTM Strategic Analytics & Insights team. In this role, you will serve as a senior individual contributor at the intersection of advanced data science, AI/LLM-driven innovation, and Go-to-Market strategy. You will build and maintain sophisticated predictive and inferential models, conduct deep-dive statistical analyses, and develop AI-first solutions that unlock meaningful insights across the pre and post Sales Customer lifecycle.

The successful candidate will partner closely with GTM leadership to shape how Klaviyo understands, measures, and accelerates new business and customer outcomes; from pre-sales motion through onboarding, expansion and retention. You will operate with a strong bias toward AI-augmented workflows and bring a modern, LLM-aware approach to every analytical challenge.

The ideal candidate is intellectually curious, strategically minded, and energized by hard problems. They bring deep technical fluency across the full data science stack, a demonstrated ability to influence senior stakeholders through clear storytelling, and a genuine commitment to building AI-first solutions in a fast-moving SaaS environment.

How You Will Make a Difference

• Build and maintain advanced models: Build and maintain advanced predictive and time-series models: design, train, deploy, and monitor models across use cases such as demand forecasting, capacity planning, deal scoring, and customer propensity; incorporate seasonality, exogenous drivers, and backtesting frameworks to ensure accuracy and robustness
• Apply statistical rigor: lead deep-dive analyses leveraging regression, causal inference, hypothesis testing, correlation analysis, and other statistical methods to surface actionable signals from complex, large-scale datasets
• Develop AI/LLM-powered solutions: architect and implement AI-first analyses and tooling using large language models, prompt engineering, retrieval-augmented generation (RAG), and related techniques to automate insight generation, surface qualitative signals at scale, and augment team capabilities
• Own forecasting and decision systems: Own end-to-end forecasting and operational decision systems, including time-series demand forecasting, capacity planning models (e.g., Erlang-based staffing), and production pipelines that power GTM and Support planning workflows; ensure reliability, scalability, and business adoption of outputs
• Drive customer intelligence: develop and maintain prospect, deal health, archetype, and capacity models that inform GTM strategy, planning, and growth initiatives
• Define the measurement framework: identify, create, and steward benchmarks and metrics that meaningfully represent growth, engagement, and success outcomes
• Communicate with impact: distill complex analyses into clear, cohesive narratives with executive-ready materials that drive decisions at the senior leadership level
• Collaborate cross-functionally: partner with Systems & Engineering, GTM Operations, Rev Ops & Planning, Product, Business Intelligence, Data Science, and Finance to ensure analytical solutions are integrated, scalable, and trusted

Who You Are

• 6+ years of professional experience in an advanced analytics or data science role; SaaS experience strongly preferred
• Deep expertise in statistical inference and modeling, including supervised techniques (regression, classification, gradient boosting, decision trees) and unsupervised techniques (clustering, PCA, anomaly detection, topic modeling)
• Hands-on experience designing and deploying AI/LLM-based solutions, including prompt engineering, fine-tuning, RAG pipelines, or LLM-integrated analytics workflows; you approach new problems with an AI-first mindset
• Familiarity and experience with distributed coding projects, including using Git for code management.
• Advanced proficiency in Python (pandas, numpy, scikit-learn, xgboost, statsmodels, and LLM/AI libraries such as LangChain, OpenAI SDK, or HuggingFace) and SQL; working knowledge of DBT
• Own and scale end-to-end data pipelines, including orchestration with Airflow and transformation/modeling with dbt; design reliable, testable, and modular workflows that support production-grade analytics and machine learning use cases, with a focus on performance, data quality, and maintainability.
• Develop and iterate on time-series forecasting frameworks using approaches such as ARIMA/SARIMAX, ETS, MSTL, and machine learning-based models; evaluate performance through rigorous backtesting and continuously improve model accuracy and business applicability
• Experience building data visualizations and dashboards across platforms such as Tableau, ThoughtSpot, matplotlib, seaborn, plotly, or similar tooling.
• Strong project ownership: experienced operating to a roadmap, managing milestones and deliverables, and delivering high-quality work product in a timely manner
• Comfortable with autonomy and ambiguity, with a proactive orientation toward identifying and solving problems before they're fully defined
• Excellent written and verbal communication skills, including experience preparing materials for executive audiences

The Senior Sales Operations Reporting & Insights Analyst is a key member of the Sales Operations team, responsible for driving accuracy, consistency, and insight in sales reporting across teams and internal systems. This role combines strong analytical skills with a deep understanding of sales KPIs, territory and account design, and sales compensation.

You will own and improve core sales reporting, operationalize account and territory assignments, and provide actionable insights to stakeholders across Sales, Finance, and Marketing. You will also partner closely with our CRM administration and Analytics/FP&A teams to ensure our data, dashboards, and compensation-related reporting are reliable and scalable.

What You'll Do: 

• Analyze sales performance data to identify trends, forecast outcomes, and surface actionable insights for Sales, Finance, and leadership.
• Design, build, and maintain sales dashboards and reports for reps, managers, and executives (e.g., bookings, pipeline, attainment, productivity).
• Own and operationalize account and territory assignments, including rules of engagement and book-of-business changes, ensuring data integrity and fairness across the sales organization.
• Support annual and in-year sales planning, including quotas, territory changes, and goal-setting inputs.
• Partner with FP&A and Analytics to build data models, SQL transformations, and commission-related datasets.
• Collaborate with the CRM administration team (Salesforce, HubSpot) to translate business requirements into data structures, fields, and workflows; monitor and improve data quality.
• Assist in sales forecasting by providing clean data sets, scenario analysis, and clear views of trends vs. targets.
• Monitor key sales KPIs (conversion, pipeline coverage, win rates, productivity, attainment, etc.) and identify opportunities to improve performance and process efficiency.
• Troubleshoot and improve data connectors, ETL logic, and BI assets (e.g., Sigma/Tableau dashboards and underlying models) in partnership with Analytics/Data teams.
• Prepare clear, executive-ready presentations and summaries that translate complex analyses into concise recommendations for senior leadership.
• Build strong cross-functional partnerships with Sales, Finance, Marketing, and other GTM teams to ensure alignment on definitions, reports, and operating rhythms.

What You Have: 

• 5+ years of experience in Sales Operations, Revenue Operations, data analysis, or a closely related role.
• Strong analytical and problem-solving skills; comfortable working with large, complex data sets and ambiguous problems.
• Proficiency with CRM platforms (Salesforce required; HubSpot a plus), including reporting and basic configuration concepts.
• Proficiency with SQL for querying and validating data across multiple sources.
• Experience with business intelligence / data visualization tools (e.g., Sigma, Tableau, Power BI); able to build and iterate on dashboards and reports.
• Solid understanding of sales processes and sales performance metrics, including territory or book-of-business design, pipeline and forecasting metrics, and sales compensation concepts.
• High attention to detail with a strong bias toward data quality, governance, and reproducible reporting.
• Excellent communication skills, with the ability to translate technical or analytical findings into clear, business-focused narratives.
• Proven ability to manage multiple priorities and stakeholders in a fast-paced, cross-functional environment.
• Experience working closely with FP&A, Analytics, and/or Data teams on shared models, dashboards, and financial reporting is strongly preferred.
• Ability to travel up to 5 days per quarter for Together Weeks, team gatherings and other events, when applicable.

The national total target cash compensation range for this position, including base salary and bonus target, is $103,000 – $145,000 annually.*

*Please note: Final offer amounts are determined by multiple factors, including prior experience, expertise and region & may vary from the amount above. This range does not represent additional compensation benefits (such as equity, 401K or medical, dental or vision insurance).

RA is seeking a detail-oriented Business Analyst to join our Information Technology team and play a critical role in the development and enhancement of our business systems, those internally developed as well as 3rd party. The successful candidate will be responsible for gathering, analyzing, and documenting business requirements while serving as a key liaison between stakeholders and development teams.

Key Responsibilities:

• Collaborate with stakeholders to elicit, analyze, and document detailed business requirements for system enhancements and new features
• Create comprehensive functional specifications, user stories, and acceptance criteria
• Develop and maintain business process documentation, workflows, and system documentation
• Conduct requirements gathering sessions, training sessions, stakeholder interviews, and workshops
• Analyze current business processes and identify opportunities for improvement through system enhancements
• Work closely with teams across the operations department to ensure requirements are clearly understood and properly implemented
• Support user training, acceptance testing by creating test scenarios and validating deliverables against requirements
• Maintain requirements traceability throughout the project lifecycle
• Assist with change management activities and communicate impacts of system changes to stakeholders

Required Qualifications:

• Bachelor's degree in Business Administration, Information Systems, or related field
• 3+ years of experience as a Business Analyst, preferably in software development environments
• Experience in financial services, investment management, etc. preferred
• Strong analytical and problem-solving skills with attention to detail
• Excellent written and verbal communication skills
• Experience with requirements gathering techniques and documentation tools
• Proficiency in creating process flows, use cases, and functional specifications
• Familiarity with Agile/Scrum methodologies
• Experience with project management and collaboration tools
• Proficient in platforms such as CRM and Notion, and data visualization tools like Tableau and Sigma. 
• Must be based in Boston with the ability to work in our downtown office on a hybrid schedule
• Must be authorized to work in the United States without sponsorship now or in the future

Preferred Qualifications:

• Experience working with research management or academic systems
• Knowledge of database concepts and SQL
• Familiarity with enterprise platforms such as CRM, Notion, Slack etc. 
• Experience with requirements management tools (e.g. Jira, Confluence)
• Understanding of UX/UI principles and user-centered design

The Role

As a Product Marketing Manager at Iterable, you will be the connective tissue between market opportunity, product innovation, and go-to-market strategy. You'll own specific product areas within our platform (Enterprise/Ecosystem: APIs/SDKs, Integrations, Governance, Data Infrastructure), translating customer needs into strategy and strategy into action. This role combines deep technical product knowledge with sharp business acumen to drive adoption, expansion, and competitive advantage.

Key Responsibilities

Content & Messaging 

• Craft strategic, audience-first messaging and positioning for your product portfolio
• Develop compelling narratives that cut through market noise, power sales conversations, and accelerate customer journeys
• Test and validate messaging with customers and prospects to ensure resonance, clarity, and differentiation

Launch & Go-to-Market

• Lead product launch planning and execution from concept to market
• Define launch tiering and coordinate cross-functional teams for maximum impact
• Establish clear launch success metrics and analyze performance to inform future GTM strategies

Enable Internal Teams

• Drive launch readiness by equipping sales, CS, and partner teams with the tools, training, and messaging they need to win
• Partner with sales engineering to develop technical narratives aligned to business outcomes
• Support customer success with adoption messaging and expansion playbooks
• Work with the enablement team to create objection-handling frameworks and discovery questions to support prospect conversations

Adoption & Customer Success

• Drive customer engagement through lifecycle programs and in-product messaging
• Identify expansion opportunities and develop targeted cross-sell/upsell campaigns
• Partner with customer marketing to build reference programs and case studies

Relationships & Market Intelligence

• Conduct customer research, market research, and competitive differentiation
• Collaborate with product management to influence the roadmap based on market insights
• Support analyst relations and thought leadership initiatives

What We're Looking For

Experience & Background

• 3-5 years in product marketing at a B2B SaaS company, preferably with technical products
• Experience in positioning products to both technical users and business decision-makers
• Strong technical depth with the ability to learn quickly, balanced with business acumen
• Demonstrated success in driving pipeline generation and deal velocity
• Previous work experience in consumer apps and tech, or media and publishing industries is highly valued.

Skills & Competencies

• Excellent written and verbal communication skills with the ability to distill complex technical concepts
• Experience with customer research methodologies and market analysis
• Strong project management skills and ability to coordinate cross-functional initiatives
• Knowledge of marketing technology landscape and customer data platforms preferred

Personal Attributes

• Customer-centric mindset with passion for solving real business problems
• Data-driven approach to decision making and campaign optimization
• Collaborative team player comfortable working with engineering, product, sales, and marketing
• Self-starter who thrives in a fast-paced, high-growth environment

Success Metrics

• Product adoption rates and feature utilization
• Pipeline generation and influence on new business
• Win rates in competitive deals
• Customer expansion and cross-sell success
• Sales enablement effectiveness (rep ramp time, message consistency)

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 $112,000 - $175,000. 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.