We are looking for a detail-oriented, strategic, and outcomes-driven Principal Analyst to join our GTM Operations team, supporting processes and systems across our global go-to-market (GTM) organization — including Customer Success, Sales, and other customer-facing teams.

You will act as a senior thought partner to GTM leadership, owning complex, cross-functional initiatives that improve operational efficiency, drive data-informed decision making, and scale our customer lifecycle processes globally. This role requires the ability to influence senior stakeholders across functions and regions, navigate ambiguity, and turn strategy into measurable business impact.

We are looking to speak to candidates who are based in the United States for our hybrid or remote working models.

As a Principal GTM Operations Analyst, you will:

• Partner with senior leaders across Customer Success, Sales, and other GTM teams to design, optimize, and scale core processes across the customer lifecycle, including customer engagement, renewals, and account management workflows
• Own the strategy, design, and continuous improvement of global operational processes, ensuring scalability, consistency, and alignment to GTM and company priorities across regions
• Translate ambiguous business problems into clear operational and technical requirements, working closely with CRM Engineering and GTM Systems teams to deliver high-impact system and tooling improvements
• Drive material improvements in activity tracking, customer health signals, lifecycle workflows, and other key operational insights to enable better customer engagement, planning, and outcomes
• Define, instrument, and monitor key performance indicators and operational metrics to evaluate GTM initiatives and provide clear, data-driven recommendations to leadership
• Lead complex, cross-functional programs from problem definition through execution, including roadmap ownership, stakeholder alignment, risk management, and executive updates
• Establish and maintain governance frameworks, operating cadences, and documentation to ensure process clarity, adoption, and continuous improvement across global GTM teams
• Proactively identify operational gaps and inefficiencies, quantify impact, and propose data-driven solutions that improve GTM productivity, customer outcomes, and revenue performance
• Serve as a mentor and senior partner within the GTM Operations team, helping raise the bar on process design, execution, and cross-functional collaboration
• Bring forward new ideas, tools, and best practices that improve how we scale GTM operations globally

The Ideal Candidate has:

• Bachelor’s Degree in Business, Economics, Finance, Computer Science, or a related field
• 7+ years of work experience in GTM Operations, Revenue Operations, Sales Operations, Customer Success Operations, Business Operations, or a related field
• Demonstrated ability to solve complex, ambiguous problems end-to-end — from framing and analysis through recommendation, execution, and measurement
• Proven track record of designing and scaling GTM processes and driving measurable process and productivity improvements for a global GTM organization
• Experience leading cross-functional projects and programs with multiple senior stakeholders, with a strong ability to influence without direct authority
• Excellent communication skills, including the ability to synthesize complex concepts into clear narratives and influence both business and technical stakeholders, including senior leaders
• Deep experience with CRM systems, particularly Salesforce, and familiarity with GTM tooling
• Experience in a consumption/pay-as-you-go business model is a plus
• Strong organizational skills and the ability to manage multiple, competing priorities in a fast-paced, globally distributed organization
• A proactive, ownership-minded approach and the ability to operate with a high degree of autonomy and accountability for outcomes

About MongoDB

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

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

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

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

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

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

Req ID: 1273423069

The Director of Revenue Analytics will be a vital storyteller and analyst for our entire revenue engine. You will be the go-to-market navigator, using data to illuminate the path to predictable revenue growth and market leadership. Reporting to the Vice President of Revenue Analytics, you will proactively transform raw data into a strategic and actionable narrative that informs the decisions of our C-suite and every leader across Sales, Marketing, Revenue Operations, and Customer Success.  

What You'll Do:

• Be the Source of Truth: Develop and own the models and analyses that define our understanding of business performance, from top-of-funnel lead generation to customer churn and expansion. 
• Uncover Actionable Insights: Go beyond surface-level dashboards to diagnose the "why" behind our performance. You'll analyze the entire prospect journey to identify friction points, conversion opportunities, and levers for growth. 
• Provide Leadership in Sales Compensation Strategy, Plan-Building, Implementation and Performance Analytics.
• Drive Revenue Planning: Lead the annual and quarterly planning process for the Sales Organization, including territory creation, quota setting, and capacity planning, ensuring our resources are aligned with our biggest market opportunities. 
• Forecasting: Lead monthly forecasts and pipeline reviews of the global Multi-Account and Partnership businesses.
• Champion Data-Driven Culture: Establish and govern the key performance indicators (KPIs) for the entire revenue organization, ensuring that all teams are aligned and accountable to shared goals, and own/maintain incentive plans and execution.
• Own the Narrative: Prepare and present at executive-level presentations, QBRs, and strategic offsites that clearly articulate our metrics, performance, and the strategic path forward.

Who You Are:

• Experience: 10+ years in a highly analytical and strategic role such as Revenue Operations, Sales Operations, Sales Compensation, Business Intelligence, with at least 4 years in a leadership capacity within a high-growth B2B SaaS environment.
• Technical Acumen: Expert-level proficiency with Salesforce, advanced data analysis in Excel, and hands-on experience with BI tools (e.g., Tableau Developer). Experience with SQL and data warehousing (e.g., BigQuery, Snowflake) is a major plus.
• Quantitative Mindset: A deep understanding of statistical analysis, forecasting models, and SaaS metrics (e.g., ARR, NRR, LTV:CAC, Churn).
• Strategic Thinker: You are intellectually curious and can move seamlessly from the tactical details to the big-picture strategy
• Exceptional Communicator: You are a "data-driven storyteller" with a rare ability to translate complex data into a clear, compelling narrative for an executive audience.
• Collaborative Partner: You build trust and influence across the organization, working as a true partner to your peers in the revenue leadership team.

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.

We’re seeking a transformational Vice President, Professional Services to serve as a core member of Hootsuite’s Global Customer Leadership Team. This role is not a traditional services delivery role - it is a business-building mandate. Reporting to the Chief Customer Officer, you’ll be accountable for defining the vision, owning the strategy, and scaling Professional Services as a high impact, revenue-generating growth engine.

The VP, Professional Services will own the end-to-end services P&L, architect the long-range vision for how services accelerate IQRR and GRR. As a key member of the Customer Office, this role will serve as a strategic partner in shaping Hootsuite’s go-to-market strategy, influencing product investment priorities, and strengthening Hootsuite’s overall retention model. You will be expected to influence at the board level, represent Hootsuite externally as an industry thought leader, and build the next generation of Professional Services talent and capability.

WHAT YOU’LL DO:

• Define the multi-year services portfolio strategy: modernize  existing offerings, identify whitespace, and build new service lines that expand Hootsuite’s commercial footprint and deepen customer reliance on the Hootsuite platform.
• Establish Professional Services as a measurable revenue growth driver, directly tied to business outcomes, by creating commercial linkages between services investment and ARR expansion, renewal uplift, and NRR improvement.
• Lead initiatives that structurally improve PS margins through automation, AI-assisted delivery, scaled onboarding programs, and partner leverage, while protecting the premium customer experience.
• Drive a metrics-first operating culture: define leading indicators of delivery success and customer health, build dashboards that create real-time visibility, and hold the organization accountable to outcomes.
• Partner with RevOps and Finance to build robust, reliable PS forecasting models and ensure PS performance metrics are aligned with company-level revenue targets, investor reporting, and board narratives.
• As the executive leader accountable for Professional Services strategy, drive the first-year retention, designing services engagement models that accelerate time-to-value while structurally eliminating early churn risk.
• Build predictive churn models and retention frameworks informed by implementation health, adoption signals, and services consumption analytics - and leverage these insights to proactively influence the company-wide retention strategy.
• Establish services attach benchmarks, consumption thresholds, and outcome-based delivery standards that create replicable retention outcomes across segments and geographies.
• Translate services performance data into actionable insights for the ELT, influencing product roadmap decisions, CS motion design, and growth strategy.
• Serve as a strategic partner and peer to Sales, Customer Success, Support, and Product leaders - not merely a cross-functional collaborator, but a co-owner of the post-sale revenue motion.
• Drive services-to-sales alignment by designing pre-sales PS engagement models, enhancing solution design capabilities, and developing commercial packaging that accelerates deal velocity and improves deal quality.
• Champion services innovation, including partner-led models, standardized  service offerings, and AI-enabled execution - to scale PS capacity without proportional headcount growth.
• Represent Hootsuite externally as a professional services thought leader; at industry events, with strategic customers, and with analyst and investor audiences,  elevating Hootsuite’s brand in the services market.
• Define the long term Professional Services talent model, including the skills, structure, and leadership capabilities required to deliver at scale across global markets and customer segments.
• Hire, develop, and retain exceptional PS leaders, cultivating a culture of customer obsession, commercial accountability, continuous learning, and inclusive excellence.
• Drive organizational design decisions that optimize for delivery quality, margin, and scalability, including span of control, specialization models, and geo-based resource allocation.

WHAT YOU’LL NEED:

• 15+ years of progressive leadership experience in technology services, including 10+ years in SaaS with deep expertise in professional services delivery, customer onboarding, and retention strategy.
• Demonstrated success driving IQRR, GRR, and customer health metrics through strategic services design and execution.
• Proven experience leading a services organization, with accountability for revenue, margin, utilization, and investment decisions.
• Expertise in building global service delivery teams at scale, with focus on margin optimization, utilization management, and service innovation.
• Deep experience partnering with Sales and Customer Success teams to align service delivery with commercial outcomes and account strategy.
• Strong operational acumen, with experience owning and optimizing complex project portfolios across multiple geographies and segments. Ability to translate operational data into strategic narrative - for internal ELT audiences, board presentations, and external customer and partner stakeholders.
• Executive presence and influence: proven ability to drive cross-functional alignment, manage senior stakeholders, and act as a key voice in revenue planning.
• High EQ, inclusive leadership mindset, and a track record of building and scaling high-performing, diverse teams.
• Passion for customer value and continuous improvement, balanced with strong business acumen and commercial rigor.
• Commitment to Results: consistently achieves results, demonstrating high performance, and challenging self and others to deliver results
• Customer Focus: demonstrates a desire to proactively help and serve internal/external customers to meet their needs
• Resilience & Adaptability: can effectively cope with change, finding ways to advance work and projects
• Inclusive Leadership: Builds inclusive, cohesive teams which apply diversity to achieve common goals
• Play to Win: Capably delivers results through others, is good at establishing clear direction, helping others achieve their best work
• Long Range Planning: Identifies key issues and relationships relevant to achieving a long-range goal or vision; Builds an integrated plan for course of action to accomplish this vision
• Enablement: Challenges and supports others to create results but also develop new capabilities. Successfully develops the capacity and capability of team and individuals on the team

WHO YOU ARE:

• Solution seeker: You’re focused on tackling new challenges, solving problems, and moving the business forward—and you don’t wait to be asked.
• Lifelong learner: You have a growth mindset – you’re here to learn, experiment, seek, apply, and provide feedback, share what works with your team, and move on from what doesn’t.
• Resilient adapter: In the face of change and challenges, you bring a thoughtful, calm approach, and a focus on finding the new opportunity.
• Intentional collaborator. You build positive working relationships across the business, bringing people together to foster new opportunities and to facilitate the efficient flow of information.
• Critical challenger: You have the trust in your team to ask difficult questions in order to get to the best end result.
• Active communicator: You listen actively and communicate ideas and information clearly, inclusively, and proactively.
• Integrated thinker: You look beyond your role and responsibilities to understand how your team’s work drives broader organizational goals.
• Accountable owner: You take pride in the work you’re responsible for with a mindset of ultimate accountability and reliability for the outcomes.
• Bar-raiser: You step up to help your team grow and succeed, even when that means going beyond what might be expected.

In all we do, our six guiding principles light the way:

Step Up: Dare to go beyond the expected to achieve greatness. #StepUp

One Team: Make Hootsuite a place we soar together by respecting each other's individuality, building trust, and showing up for the team. #OneTeam #FreeToBeMe

Customer Obsessed: Focus relentlessly on helping our customers succeed. #CustomerObsessed

Go Fast, Be Agile: Widen our competitive advantage by committing to speed and simplicity over perfection and complexity. #GoFastBeAgile

Play to Win: Commit to building an incredible, profitable company for our customers, our employees, and our stakeholders. #PlayToWin #NoExcuses

Neighbours & Allies: Give back to our communities and be an ally. #SocialForGood #Allies

Accommodations will be provided as requested by candidates taking part in all aspects of the selection process.

#LI-IA #LI-Hybrid

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!

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.

As a Senior Collection Analyst, you will collaborate with business partners to ensure that the collections process function is smooth and efficient. This role will be instrumental in the collections of outstanding accounts receivable and all other aspects of collections. You will be responsible for resolving customer billing issues and for reducing accounts receivable delinquency, along with other collection management functions.

We are looking for a highly organized, self-motivated individual who has a proven capability of prioritizing multiple responsibilities while meeting goals and deadlines. This role will be a key contributor to an exciting, fast-paced, high growth organization. We are looking for someone with a positive attitude and a desire to help strengthen our collection process to scale with the company’s long-term goals.

Location: 4 days a week (Tuesday-Friday) in office at Axon Hub Location (Seattle, San Fran, Scottsdale, Denver, Atlanta, Boston, Sterling, NYC)

WHAT YOU'LL DO:

• Perform outbound collections in a professional manner with a focus on customer service while adhering to Company Policy
• Analyze and research accounts to be fully prepared to work with customers, drive meetings with customers
• Work with our internal sales team and other cross functional teams as well as outside customers to resolve collection issues
• Analyze delinquent accounts, prepare bi-weekly/monthly reports on high-risk accounts and make resolution recommendations
• Prepare and analyze reports for bad debt- assist with invoices, credit memos and other adjustments as necessary
• Participate in and support systems improvements and focus on streamlining the collection process, perform analysis of collection practices and develop process improvements
• Develop, implement, and maintain desktop procedures for ongoing collection activities, and leverage reporting tools to build repeatable analysis and research tools
• Work with cross-functional teams to identify problems, process gaps and propose reasonable and creative solutions to improve processes including opportunities for automating manual processes or activities within a process

WHAT YOU'LL NEED:

• 5-7+ years of collections experience, preferably with high-tech industry experience
• Bachelor’s in Accounting or Business, or equivalent work experience
• Order-to-cash business process experience a plus, experience with quoting, order management and billing
• Excellent communication skills, both written and verbal, and strong customer service approach
• Self-motivated, flexible and be able to change priorities in a challenging and fast-paced environment within minimal supervision
• Strong Excel skills, experience with ERP solutions (Microsoft Dynamics, Oracle, SAP, Workday etc. ), and Salesforce
• Ability to build strong cross-functional relationships and work collaboratively
• Proactive, problem-solving attitude and ability to think outside the box.
• Adapts quickly to changes in a dynamic organizational structure and business processes
• Ability to work independently and a strong team player

Work Location

This role is based out of any of our offices and follows a hybrid schedule. We rely on in-person collaboration and ask that team members work onsite Tuesdays through Fridays, with the flexibility to work remotely on Mondays, unless there is an approved workplace accommodation. We believe that connection fuels innovation, and our in-office culture is designed to foster meaningful teamwork, mentorship, and shared success.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

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

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

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

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.

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

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

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.

Armis is seeking a visionary Head of Product Marketing to lead the global strategy for our industry-leading Asset Intelligence and Security platform. In this role, you will architect our market narrative, ensuring Armis’s ability to see, protect, and manage every asset—from IT and cloud to IoT and OT—is clearly communicated to the world.

You will oversee global growth plans for the Armis portfolio, defining our positioning in the Cyber Exposure Management category and developing a differentiated narrative around our AI-powered innovation. As a strategic partner to the executive leadership team, you will identify untapped market opportunities and leverage a deep understanding of the CISO’s pain points. Furthermore, you will lead our Analyst Relations strategy, ensuring Armis maintains a dominant "Leader" position across all relevant Gartner Magic Quadrants, Forrester Waves, and IDC MarketScapes.

What you will do:

• Strategic Growth: Identify expansion opportunities within the Armis portfolio, specifically targeting the convergence of IT, OT, IoT, and Medical IoT (IoMT).

• Differentiated Messaging: Develop high-impact messaging that articulates the Armis value proposition across the entire asset attack surface, ensuring resonance with both technical buyers and C-suite executives.

• Analyst Relations Leadership: Own the strategic relationship with industry analysts (Gartner, Forrester, IDC, etc.). Drive the briefing calendar, manage evaluation cycles, and ensure Armis’s innovation roadmap is accurately reflected in influential market reports.

• Market Intelligence: Oversee deep-dive research into market requirements, macroeconomic trends, and the competitive landscape to keep Armis two steps ahead of legacy security vendors.

• Cross-Functional Synergy: Partner with Product Management, Business Unit leaders, and Sales to design the "Go-to-Market" strategies and resource alignment necessary to exceed corporate ARR objectives.

• Thought Leadership & Brand: Collaborate with brand and editorial teams to elevate Armis’s storytelling, positioning the company as the definitive authority in Asset Intelligence and Cyber Exposure Management.

• Content & Campaign Architecture: Design the global content strategy for product launches, demand generation, and website presence, ensuring a consistent and compelling voice.

• Sales & Partner Enablement: Lead the creation of world-class enablement materials, equipping our global sales force and channel partners to win in complex, competitive environments.

• Team Leadership: Provide world-class mentorship to the Product Marketing and AR teams, managing the hiring, development, and retention of top-tier marketing talent.

• Executive Influence: Reporting to the CMO, act as a key member of the Marketing Executive team, bringing a product-centric lens to quarterly reviews and long-term strategic planning.

What we expect:

• Experience: 15+ years of relevant marketing experience, with a heavy focus on B2B cybersecurity or high-scale SaaS.

• Education: BSc/MSc or MBA in Marketing, Communications, or a related technical field.

• Cybersecurity: Deep expertise in the cybersecurity landscape, specifically in asset management, vulnerability management, or OT/IoT security.

• Analyst Relations: Proven track record of successfully managing or collaborating with Analyst Relations and influencing "Leader" placements in major industry reports.

• Growth Mindset: Demonstrated success in building and scaling marketing functions within hyper-growth, "Unicorn" environments.

• Master Storyteller: The ability to distill complex, technical AI and networking concepts into memorable, "human-centric" narratives.

• Systemic Thinker: A relationship builder who can connect the dots between Product, Sales, and Customer Success to create a unified market front.

• Global Leader: Experience managing large, distributed teams across multiple time zones with a focus on high-velocity execution and detail.

• C-Level Presence: Exceptional communication skills with the confidence to influence and advise C-level executives both internally and externally.

We know there is a lot to consider when applying for a new job, and quite often job descriptions provide a lot of detail for candidates… but here at Armis, we strongly encourage you to try to avoid the ​​confidence gap​.​​ We don’t expect you to meet each of the listed requirements perfectly to be considered for any of our roles.

Salary range guidance for this position is: $220,000-280,000 per year.

The salary range listed does not include other forms of compensation or benefits (e.g. i.e. bonuses, commissions, stocks, health insurance benefits, etc.) offered to candidates. Visit our careers site for more information on benefits at Armis. 

We are looking for a strategic and highly analytical Senior Marketing Analyst to support the measurement framework for our marketing funnel. In this role, you will move beyond single-channel attribution to analyze a holistic view of how our media investment drives growth—from top-of-funnel brand awareness to bottom-funnel conversion.

You will be the strategic partner to our Growth and Brand teams, using advanced measurement techniques (MMM, Incrementality) to determine the true value of our marketing mix. If you are passionate about connecting the dots between brand health metrics and hard sales data, this is the role for you.

Key Responsibilities:

1. Full-Funnel Measurement Strategy

• Support the development of a unified measurement framework that evaluates paid, earned, and owned performance across all stages of the customer journey (Awareness, Consideration, Conversion, Retention).
• Analyze the interplay between Upper Funnel (TV, CTV, Audio, OOH) and Lower Funnel (Search, Social, Affiliate) media to optimize investment for total portfolio growth.
• Move the organization beyond "last-click" thinking by championing holistic measurement methodologies.

1. Advanced Modeling & Testing (MMM & Incrementality)

• Lead the execution and interpretation of Marketing Mix Models (MMM). You will either manage external vendor relationships or run in-house models to forecast the impact of budget changes.
• Design and execute a robust Incrementality Testing roadmap (e.g., Geo-lift tests, holdout groups, matched market tests) to validate MMM findings and calibrate channel ROI.
• Translate complex statistical outputs into clear, actionable media buying recommendations for the leadership team.

1. Brand Health & Performance Tracking

• Brand Scorecard Development: Design and manage a comprehensive Brand Scorecard or Brand Index that synthesizes survey data with behavioral & site data to track brand health over time.
• Develop and execute measurement plans for specific brand programs like content, events, and social channels, including tracking and instrumentation recommendations.
• Correlate brand lift metrics (Awareness, Ad Recall) with downstream performance metrics (CAC, CPA, ROAS) to quantify the long-term value of brand media.

1. Strategic Optimization & Reporting

• Partner with the Growth team to allocate budgets based on incremental ROI and diminishing returns analysis.
• Create automated dashboards that provide real-time visibility into full-funnel KPIs.

Qualifications:

Must-Have Skills:

• • Experience: 5-8 years of experience in Marketing Analytics, Data Science, or Marketing Strategy.
  • Full-Funnel Fluency: Deep understanding of the channels and specific KPIs relevant to different funnel stages (e.g., Reach/Frequency vs. ROAS/CAC) and how they influence one another.
  • Methodology Expertise: Proven experience applying Marketing Mix Modeling (MMM) and designing Incrementality/Lift Tests. You understand the math behind the models and the "why" behind the results.
  • Technical Stack: Proficiency in SQL is required. Experience with Python or R for statistical analysis is optional.
  • Communication: Ability to tell a story with data. You can explain complex concepts like "incremental lift" to non-technical stakeholders without jargon.

Preferred Qualifications (The "Nice-to-Haves"):

• • Brand Indexing: Specific experience building custom Brand Scorecards or composite indexes that weight various brand health metrics into a single KPI.
  • Media Agency Experience: Background working at a media agency or within a heavily media-driven organization.
  • Advanced Attribution: Familiarity with Multi-Touch Attribution (MTA) tools and their limitations in a privacy-first world (iOS14+, cookie deprecation).

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).

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.

Role Overview 

The Sales Commissions team is looking to hire an experienced, highly motivated Senior Commission Systems and Data Analyst, to help shape the future of the CarGurus commission team. This role will partner with the commission team in driving decision-making and results through detailed analysis and data modeling. Reporting to the Director of Sales Incentives, this specialized role will closely collaborate with the Go-To-Market (GTM) team, along with other departments, to support the company’s strategic objectives while maintaining accurate and predictable commission processes. 

The successful candidate will specifically demonstrate a strong aptitude for interpreting, analyzing, and optimizing complex commission systems, and independently identifying opportunities for system enhancements. Technical problem-solving, prioritization, and attention to detail are critical.  This position offers multiple opportunities to showcase systems analysis and technical skills.

As a core member of the Commission team, this person will be responsible for supporting our commission administration, processes and reporting deliverables.

What You'll Do

• Manage and maintain Captivate IQ software, overseeing the commission team’s operations, processes, and related procedures.
• Ensure timely and accurate calculation and distribution of commission payments with an analytical mentality and close attention to detail.  
• Utilize Captivate to streamline processes and improve accuracy.
• Develop and automate dashboards, stack rank, plan health, and other reports using best-practice reporting processes.
• Assist with modeling and reporting for all commission deliverables.
• Ensure SOX compliance and manage SOX and accrual reporting.
• Respond to ad hoc analyses, special projects, and other similar or related duties as required or requested.
• Manage commission cases, ensuring timely resolution and communication.
• Provide Captivate IQ technical support and training to all stakeholders
• Create, develop, and implement repeatable business, operational, and financial processes, partnering closely with the commission team, to identify key areas of improvement for maximum efficiency.
• Own end-to-end Customer Growth and Retention (CGR) operations in Salesforce, including monitoring the SO CGR queue, validating and updating CGR records (existence, negative deltas, cancellations, ownership), performing weekly and quarter-open/close audits, and ensuring CGR data is accurate and complete for payouts.
• Serve as the CGR policy and process point of contact for Sales, reviewing CGR-related inquiries, applying CGR policy across Accounts/Opportunities/CGR objects, communicating rationale to reps and managers, and escalating complex issues to Sales Operations/EA as needed.

What You'll Bring

• Bachelor’s degree in finance, accounting, business administration, or a related major required.
• Minimum 4-5 years of relevant experience, ideally working closely with commission management, sales operations, or finance, preferably in a global context.
• Technical experience with Captivate IQ or a similar commission tool is strongly preferred.
• Hands-on Salesforce experience (accounts, opportunities, and custom objects), including data updates, queue management, and basic audits.
• Experience supporting sales incentive/commission or quota-crediting processes, including interpreting and applying policy in rep-facing communications.
• Proficiency in Excel, Google Sheets, Salesforce, or similar tools.
• Ability to project manage multiple tasks and priorities in a fast-paced environment.
• Consistently demonstrate behaviors that reflect initiative, intelligence, strong attention to detail, and integrity in striving for continuous improvement.
• Excellent written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively.
• Ability to work independently.

Join us as a Senior Analyst in our thriving Marketing Analytics team, where you'll unleash the power of data to fuel innovation. Collaboration is at the heart of what we do, bridging Marketing, Analytics, Data Engineering, Customer Service, and Product teams. You'll be the trusted partner of a skilled peer group, playing a pivotal role in surmounting complex analytical challenges that fortify our go-to-market strategies. This role isn't just about data; it's about driving innovation and making a tangible impact. 

Here, you'll shape our customer strategy using cutting-edge marketing tech. Data is our compass, guiding every decision, especially within our marketing endeavors. If you're passionate about pioneering retention strategies, amplifying performance measurement, establishing impactful reporting, conducting A/B tests, and quantifying the influence of our marketing initiatives on customer order activity, we're excited to connect with you. Your journey to shaping the future starts here!

What You'll Do: 

• Collaborate closely with senior leaders on exciting business problems, actively shaping the team's strategic direction and focus
• Elevate customer personas and segmentation for personalized marketing, deepening our understanding of target audiences
• Analyze retention and ezRewards Loyalty Program performance, identifying growth opportunities and implementing action plans with cross-functional teams
• Develop insights through in-depth analysis, models, and reports, uncovering new marketing growth opportunities and informing business performance strategies
• Lead the evolution of our Marketing team's experimentation process and documentation, fostering a structured framework for innovation
• Enhance data visualization tools for informed decision-making and empower Marketing teammates
• Utilize data-driven analyses, A/B tests, and statistical models to uncover customer behavior insights and optimize marketing strategies
• Share marketing domain expertise, acting as a thought leader and mentor to peers for collaborative growth

What You Have: 

• 3+ years of relevant quantitative or technical analysis experience, preferably in marketing or e-commerce
• Strong SQL skills for data manipulation and analysis, coupled with experience in statistical modeling (R or Python preferred)
• Proficiency in marketing attribution methods, return on ad spend, and experimental test design (A/B testing)
• Familiarity with diverse marketing tactics including optimizing customer retention through strategies such as Email, SMS, Push, SEO/SEM, Direct Mail, and more
• Knowledge of modern data exploration and visualization tools like Snowflake, Tableau, Looker, Google Data Studio, or PowerBI, and proficiency in Google Analytics or similar digital analytics platforms
• Effective communication skills to convey data insights across different audiences
• Independent worker with cross-functional collaboration ability and adeptness in presenting insights to stakeholders
• Strong organizational skills, time management, and multitasking capability
• 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 $119,670-$145,743 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).

Hi, we're Oscar. We're hiring an Analyst II, Actuarial to join our Actuarial.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Analyst II, Actuarial maintains Oscar's forecasting, valuation, and pricing processes for several Affordable Care Act (ACA) markets. You will oversee regularly maintaining and reviewing actuarial models used to develop pricing, forecasting, trend analytics, Incurred but not Reported (IBNR) projections and risk adjustment accruals.

You will report into the Manager, Actuarial.

Work Location: This is a remote position, open to candidates who reside in: Boston, MA. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $65,520 - $85,995 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Maintain core pricing and plan design models. Ensure consistency and standardization across team users.
• Important contributor in developing and submitting regulatory filings, and developing a viewpoint and recommendation for strategic pricing decisions.
• Develop and provide recommendations for the accrual setting process with respect to IBNR claims, Risk adjustment and Shared Savings deals.
• Identify and triages meaningful observations of experience across plan designs, providers, vendors, and markets.
• Promote and shape Oscar actuarial best practices concerning automation and documentation.
• Maintain relationships, rapport, and lines of communication with all partners.
• Aid in the onboarding of analysts by collaborating and integrating them into existing processes.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Requirements:

• Bachelor's degree in a STEM field.
• Passed a minimum of two actuarial exams.
• 2+ years of experience in a related field.

Bonus points:

• Experience with health insurance concepts and nuances.
• Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models.
• Proficient in coding

Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Senior Analyst, Actuarial will play a key role in Oscar’s valuation function, focusing specifically on risk adjustment across all Affordable Care Act (ACA) markets. This role will own the maintenance and review of actuarial models used to develop risk adjustment accrual estimates, forecasting estimates, and various other analyses.  This is a very dynamic space, which makes this a great opportunity to work on interesting projects and have a BIG impact.

You will report into the Director, Actuarial.

Work Location: This is a remote position, open to candidates who reside in:  Boston, MA. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $91,659 - $120,303 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Model Management: Maintain and enhance core risk adjustment reporting and forecasting models, ensuring consistency and standardization across all team users.
• Infrastructure & Design: Serve as a key contributor in improving modeling infrastructure; develop recommendations for model design decisions, best practices, and automation/documentation standards.
• Financial Strategy: Develop recommendations for the risk adjustment accrual setting process and provide data-driven insights for the financial planning process.
• Trend Analysis: Identify, triage, and investigate core drivers of observed trends across plan designs, providers, vendors, and markets.
• Stakeholder Engagement: Maintain strong relationships and clear lines of communication with internal and external stakeholders.
• Team Development: Aid in the onboarding of new analysts by collaborating and integrating them into existing processes.
• Governance: Compliance with all applicable laws and regulations.
• Other duties as assigned.
•  

Requirements:

• Bachelor's degree in a STEM field.
• Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one.
• 3+ years of experience in a related field.

Bonus points:

• Strong knowledge of core health insurance concepts and experience with actuarial applications.
• Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models.

POSITION OVERVIEW 

The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below:

• Develop a broad understanding of all asset classes invested in by Global Atlantic
• Support day-to-day reviews of investment guideline compliance reports
• Assist with ongoing automation efforts
• Launch of new sidecar compliance processes
• Help respond to client inquires
• Run ad-hoc analysis / scenario-based testing for our Investments Team

 QUALIFICATIONS

• Bachelor’s degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor’s degree in Economics, Finance, Accounting, or a related field)
• Understanding of Fixed Income asset
• Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments.
• Strong analytical and problem solving skill set
• Ability to work with Portfolio Managers and senior management
• Excellent communication and interpersonal skills to work in a fast paced, team environment

Groma is blending real estate and technology to unlock a new real estate asset class while making it easier for everyone, from institutional investors to the residents in our buildings, to participate in ownership. Our property technology platform uses AI to bring new efficiencies to the small unit count multifamily sector, enabling us to efficiently acquire, upgrade, and operate these 2-20 unit multifamily buildings and bring institutional performance to this massive but historically overlooked sector. Our investor technology platform makes owning these assets accessible to a broad array of investors, with bespoke vehicles available to institutional and family office investors and our flagship vehicle, the blockchain-powered GromaREIT, available to everyone, with a special focus on enabling ownership for the residents in our buildings. Visit www.groma.com to learn more about us.

About the Role

We’re looking for a Real Estate Acquisitions Operations and Market Analyst to join our growing team. This role bridges operations, market intelligence, and technology to strengthen our acquisitions platform. You’ll build tools and workflows that make our team more efficient, while also digging into market data to help guide investment decisions. 

Job Functions 

• Operations & Transaction Support
• Maintain acquisitions databases, playbooks, CRM systems, and reporting dashboards to provide visibility to senior leadership.
• Assist with due diligence management, including data requests, third-party reports, and compliance checklists.
• Work with internal teams (legal, asset management, property operations, construction, capital raising, etc.) and external stakeholders (brokers, lenders, sellers) to keep deals on track.
• Workflow & Tools Development
• Create and improve acquisitions workflows to streamline sourcing, underwriting, due diligence, and closing. Build repeatable systems to ensure acquisitions processes are scalable and consistent.
• Build custom tools and automations (using Google Apps Script, SQL, AI-powered coding tools) to increase efficiency.
• Build dashboards and reporting systems to centralize data such as from MLS, CRM, and financial models.
• Market Research & Analysis
• Conduct ongoing research on multifamily markets, submarkets, and asset classes, with a focus on both small-unit and mid-market opportunities.
• Compile and analyze data from MLS, CoStar, and public sources to identify trends in rents, occupancy, cap rates, and transaction activity.
• Prepare market presentations, heat maps, and research memos to inform investment committee discussions.
• Financial & Strategic Support
• Partner with acquisitions associates and analysts to refine underwriting assumptions with market-driven data.
• Monitor and track capital flows, demographic shifts, and regulatory changes that may impact investment strategies.
• Develop periodic reporting for investors, highlighting acquisitions pipeline, closed transactions, and market outlook.

Qualifications 

• Bachelor’s degree with a preference in real estate, finance, economics, computer science, engineering, or related field.
• 1–3 years of experience with a preference in real estate acquisitions, operations, analytics, and/or a technology/process-focused role.
• Curious and entrepreneurial, with an interest in shaping the growth of an innovative real estate platform.
• Process- and systems-oriented thinker who enjoys solving problems with technology.
• Highly detail-oriented and analytical with a strong sense of ownership and accountability.
• Strong team player and communicator with ability to collaborate across departments.
• Strong technical skills: Excel / Google Sheets (advanced), Google Apps Script automation, SQL/database management, Familiarity with AI-enabled coding and analysis tools
• Experience with CRM systems (e.g., HubSpot) and real estate software is a plus.
• Comfortable bridging real estate business needs with technical solutions.

About our Culture

At Groma, we’re looking to build something big and are on a fast growth trajectory. While a healthy work-life balance is important to our team, we want to be upfront that there may be times when we expect commitments outside of the standard 9-5. We strive to respect individuals and their needs while also acknowledging the reality that we have a small team that is trying to accomplish some very ambitious goals in a short time period.  

We are also focused on maintaining our dynamic in-office culture at Groma’s headquarters in beautiful downtown Boston, Massachusetts. We believe that in-person collaboration and spontaneous interpersonal interaction is critical to the company’s success at this stage. Also, our office is great. We own the whole building and have made it very much our own space. We’ve got a gym, shower/locker rooms, a game room, a rooftop garden, and all the normal stuff to make an office a comfortable work environment and a fun place to be. We understand that everyone will need flexibility from time to time, but want to be transparent with this expectation.

We have an ever-evolving list of values and conventions that guide how we operate as a company, but here are some of our core ones:

• We approach our work with pragmatic idealism that enables us to focus on our desire to make the world a better place in ways big and small while also being open to intelligent compromises that accelerate us on our path to serve our broader societal goals.
• Our whole team believes strongly that the challenges we are trying to solve require effective teams, not individual heroes.
• We have complex conversations well. We sit at the intersection of housing and blockchain policy, both nuanced topics with real-world impacts. We pride ourselves on being thoughtful, seeking the best solutions to real-world challenges, and implementing them effectively in the real world.

Benefits & Perks

• Competitive salary for the Boston area
• Eligibility for early stage equity in a quickly growing startup
• 5% 401k match
• Fully covered high-quality health and dental insurance plans
• Fully covered commuter passes for bus, subway, boat, or commuter rail
• Unlimited PTO
• 13 official company holidays
• 1 floating holiday: We recognize that there are lots of holidays that are meaningful to different people in different ways and we want to celebrate that by enabling team members to have the time/space to commemorate those days however is appropriate, and using it as an opportunity - if they’d like to - to share the meaning of that day with the broader team
• A beautiful office in downtown Boston with a gym, locker rooms, game room, rooftop garden, and several catered lunches a week