About the role

Why this role is exciting

Why you'll love it here:

• 💰 Competitive Compensation. For this role our salary is targeted at $105-$140k USD per year. Final offer amounts are determined by factors such as experience and expertise. We take a geo neutral approach to compensation within the US, meaning that we pay based on job function and level, not location. 
• 🏆  Syndio Equity. So you can share in Syndio’s success.
• 🏝  Flexible Vacation Policy. We encourage our team to recharge when they need to, plus paid sick & safe time, compassion leave, parental leave, and voting leave. 
• 🩺  Medical, Dental, Vision. Syndio pays 90% of employee premiums, and 50% for dependents.
• 🏥  Life Insurance & Disability. Syndio covers the full premium.
• 🏦 401(k). To help you save for your future
• 📍 Remote-first in the following approved U.S. states: AZ, CA, CO, CT, DC, FL, GA, ID, IL, IA, MD, MA, MN, NE, NJ, NY, OH, OR, PA, RI, SC, SD, TX, UT, VT, VA, WA, and WI #LI-Remote

Role Progression:

In the 1st Month:

• Complete onboarding on the Syndio platform and the "Decision Intelligence" vision.
• Master the new Integration Platform and current data loading artifacts.
• Shadow 2-3 strategic client implementations and identify potential automation opportunities.
• Contribute to a pilot migration of an existing client’s data into the new platform.

At 3 Months:

• Independently lead technical implementations for new clients.
• Execute data migrations for a segment of the existing client base into the new Integration platform.
• Build reusable "Implementation Artifacts" (scripts, prompts, templates) that reduce time-to-value for the whole team.
• Contribute to the design of our new Platform’s Implementation process, identifying automation and other artifacts to minimize the client’s time to value.

By 6 Months:

• Manage a portfolio of high-complexity implementations for Syndio’s most strategic accounts utilizing automation and other artifacts to maximize client’s value in minimum time.
• Help achieve the goal of migrating 70% of the client base to the new Integration platform solution.
• Serve as a subject matter expert for "Process Embedding," ensuring clients are fully adopting the platform’s advanced setup features.

The interview overview

Below you'll find an outline of the interview plan for our Forward Deployed Engineer position. Please note that this is what we expect the process to look like; we may ask you for supplemental information or require an additional step before making a final decision.

1. 30 min phone call with a member of our Talent Team.
2. 45-60 min Zoom deep dive with the Hiring Manager (Director of Forward Deployed Engineering).
3. 75 min hands-on technical interview with a Senior Engineer.
4. 2-3 video interviews with key members of the Customer Success and Product teams.
5. 30 min interview with the SVP of Engineering - Data Strategy.

SUMMARY

The Ready to Work Professional will deliver high-quality, specialized support services to suppliers by resolving complex issues, managing proactive service workflows, assist with country specific safety manual reviews and ensuring compliance with internal standards and external requirements. This position requires being fluent in both French and English.

If within a commutable distance to one of our offices, this role would require a hybrid schedule (Tues-Thur in office, Mon/Fri work from home).  

Pay rate: $16.50/hour USD

This position will start on June 8, 2026, and requires 100% attendance for 8 weeks of training (Mon-Fri, 9 am-6 pm Mountain time).

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Serve as a subject matter expert across Avetta platforms including but not limited to Connect and Salesforce.
• Manage and resolve advanced supplier inquiries related to billing, compliance, audit, and onboarding with a focus on accuracy and timeliness.
• Collaborate with internal teams (e.g., Supplier Services, Risk, Billing, QHSE) to streamline processes and resolve cross-functional issues.
• Maintain up-to-date knowledge of platform changes, service offerings, audit, and compliance requirements
• Support onboarding and training of new RTW reps, including mentoring and shadowing.
• Participate in special projects, including process improvement initiatives and pilot programs.
• Collaborate with third parties (e.g., insurance agents or audit professionals) to collect and verify supplier compliance data.
• Participate in proactive compliance-focused campaigns and new client onboarding initiatives.
• Track and meet performance metrics including CSAT scores, service levels, quality, and campaign-specific KPIs.
• Contribute to company initiatives by participating in projects and tasks that enhance customer service excellence.
• Reliable and predictive attendance.

IDEAL QUALIFICATIONS:

• Fluency in French and English is required.
• 3-5 years of experience in supplier support, customer service, or compliance operations, preferably in a SaaS or risk management environment.
• Demonstrated expertise in customer support and document review workflows.
• Completion of skill based routing certifications and microlearning modules (e.g., Case Management, Country Specific Audits, Supplier Engagement) through our onboarding and training programs.
• Strong communication skills and ability to manage multiple priorities independently.
• Experience mentoring or training peers is a plus.
• Reliable and predictive attendance.

SUMMARY

The Supplier Readiness Professional will deliver high-quality, specialized support services to suppliers by resolving complex issues, managing proactive service workflows, assist with country specific safety manual reviews and ensuring compliance with internal standards and external requirements. This position requires being fluent in both French and English.

If within a commutable distance to one of our offices, this role would require a hybrid schedule (Tues-Thur in office, Mon/Fri work from home).  

Pay rate: $20.50/hour CAD

This position will start on June 8, 2026, and requires 100% attendance for 8 weeks of training (Mon-Fri 9 am-6 pm Mountain time).

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Serve as a subject matter expert across Avetta platforms including but not limited to Connect and Salesforce.
• Manage and resolve advanced supplier inquiries related to billing, compliance, audit, and onboarding with a focus on accuracy and timeliness.
• Collaborate with internal teams (e.g., Supplier Services, Risk, Billing, QHSE) to streamline processes and resolve cross-functional issues.
• Maintain up-to-date knowledge of platform changes, service offerings, audit, and compliance requirements
• Support onboarding and training of new RTW reps, including mentoring and shadowing.
• Participate in special projects, including process improvement initiatives and pilot programs.
• Collaborate with third parties (e.g., insurance agents or audit professionals) to collect and verify supplier compliance data.
• Participate in proactive compliance-focused campaigns and new client onboarding initiatives.
• Track and meet performance metrics including CSAT scores, service levels, quality, and campaign-specific KPIs.
• Contribute to company initiatives by participating in projects and tasks that enhance customer service excellence.
• Reliable and predictive attendance.

IDEAL QUALIFICATIONS:

• Fluency in French and English is required.
• 3-5 years of experience in supplier support, customer service, or compliance operations, preferably in a SaaS or risk management environment.
• Demonstrated expertise in customer support and document review workflows.
• Completion of skill based routing certifications and microlearning modules (e.g., Case Management, Country Specific Audits, Supplier Engagement) through our onboarding and training programs.
• Strong communication skills and ability to manage multiple priorities independently.
• Experience mentoring or training peers is a plus.
• Reliable and predictive attendance.

SUMMARY

The Supplier Readiness Professional will deliver high-quality, specialized support services to suppliers by resolving complex issues, managing proactive service workflows, assist with country specific safety manual reviews and ensuring compliance with internal standards and external requirements.

If within a commutable distance to one of our offices, this role would require a hybrid schedule (Tues-Thur in office, Mon/Fri work from home).  

Pay rate: $16.00/hour USD

This position will start on June 8, 2026, and requires 100% attendance for 8 weeks of training (Mon-Fri 9 am-6 pm Mountain time).

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Serve as a subject matter expert across Avetta platforms including but not limited to Connect and Salesforce.
• Manage and resolve advanced supplier inquiries related to billing, compliance, audit, and onboarding with a focus on accuracy and timeliness.
• Collaborate with internal teams (e.g., Supplier Services, Risk, Billing, QHSE) to streamline processes and resolve cross-functional issues.
• Maintain up-to-date knowledge of platform changes, service offerings, audit, and compliance requirements
• Support onboarding and training of new RTW reps, including mentoring and shadowing.
• Participate in special projects, including process improvement initiatives and pilot programs.
• Collaborate with third parties (e.g., insurance agents or audit professionals) to collect and verify supplier compliance data.
• Participate in proactive compliance-focused campaigns and new client onboarding initiatives.
• Track and meet performance metrics including CSAT scores, service levels, quality, and campaign-specific KPIs.
• Contribute to company initiatives by participating in projects and tasks that enhance customer service excellence.
• Reliable and predictive attendance.

IDEAL QUALIFICATIONS:

• 3-5 years of experience in supplier support, customer service, or compliance operations, preferably in a SaaS or risk management environment.
• Demonstrated expertise in customer support and document review workflows.
• Completion of skill based routing certifications and microlearning modules (e.g., Case Management, Country Specific Audits, Supplier Engagement) through our onboarding and training programs.
• Strong communication skills and ability to manage multiple priorities independently.
• Experience mentoring or training peers is a plus.
• Reliable and predictive attendance.

SUMMARY

The Supplier Readiness Professional will deliver high-quality, specialized support services to suppliers by resolving complex issues, managing proactive service workflows, assist with country specific safety manual reviews and ensuring compliance with internal standards and external requirements.

If within a commutable distance to one of our offices, this role would require a hybrid schedule (Tues-Thur in office, Mon/Fri work from home).  

Pay rate: $20.00/hour CAD

This position will start on June 8, 2026, and requires 100% attendance for 8 weeks of training (Mon-Fri 9 am-6 pm Mountain time).

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Serve as a subject matter expert across Avetta platforms including but not limited to Connect and Salesforce.
• Manage and resolve advanced supplier inquiries related to billing, compliance, audit, and onboarding with a focus on accuracy and timeliness.
• Collaborate with internal teams (e.g., Supplier Services, Risk, Billing, QHSE) to streamline processes and resolve cross-functional issues.
• Maintain up-to-date knowledge of platform changes, service offerings, audit, and compliance requirements
• Support onboarding and training of new RTW reps, including mentoring and shadowing.
• Participate in special projects, including process improvement initiatives and pilot programs.
• Collaborate with third parties (e.g., insurance agents or audit professionals) to collect and verify supplier compliance data.
• Participate in proactive compliance-focused campaigns and new client onboarding initiatives.
• Track and meet performance metrics including CSAT scores, service levels, quality, and campaign-specific KPIs.
• Contribute to company initiatives by participating in projects and tasks that enhance customer service excellence.
• Reliable and predictive attendance.

IDEAL QUALIFICATIONS:

• 3-5 years of experience in supplier support, customer service, or compliance operations, preferably in a SaaS or risk management environment.
• Demonstrated expertise in customer support and document review workflows.
• Completion of skill based routing certifications and microlearning modules (e.g., Case Management, Country Specific Audits, Supplier Engagement) through our onboarding and training programs.
• Strong communication skills and ability to manage multiple priorities independently.
• Experience mentoring or training peers is a plus.
• Reliable and predictive attendance.

About the role

Why this role is exciting

Why you'll love it here:

• 💰 Competitive Compensation. For this role our salary is targeted at $150-175k USD per year. Final offer amounts are determined by factors such as experience and expertise. We take a geo neutral approach to compensation within the US, meaning that we pay based on job function and level, not location. 
• 🏆  Syndio Equity. So you can share in Syndio’s success.
• 🏝 Generous vacation policy.
• 🩺  Medical, Dental, Vision.
• 📍Remote-first in the following approved U.S. states: AZ, CA, CO, CT, DC, FL, GA, ID, IL, IA, MD, MA, MN, NE, NJ, NY, OH, OR, PA, RI, SC, SD, TX, UT, VT, VA, WA, and WI.

Role Progression:

In the 1st Month:

• Complete onboarding on the Syndio platform and the "Decision Intelligence" vision.
• Master the new Integration Platform and current data loading artifacts.
• Shadow 2-3 strategic client implementations and identify potential automation opportunities.
• Contribute to a pilot migration of an existing client’s data into the new platform.

At 3 Months:

• Independently lead technical implementations for new clients.
• Execute data migrations for a segment of the existing client base into the new Integration platform.
• Build reusable "Implementation Artifacts" (scripts, prompts, templates) that reduce time-to-value for the whole team.
• Contribute to the design of our new Platform’s Implementation process, identifying automation and other artifacts to minimize the client’s time to value.

By 6 Months:

• Manage a portfolio of high-complexity implementations for Syndio’s most strategic accounts utilizing automation and other artifacts to maximize client’s value in minimum time.
• Help achieve the goal of migrating 70% of the client base to the new Integration platform solution.
• Serve as a subject matter expert for "Process Embedding," ensuring clients are fully adopting the platform’s advanced setup features.

The interview overview

Below you'll find an outline of the interview plan for our Senior Forward Deployed Engineer position. Please note that this is what we expect the process to look like; we may ask you for supplemental information or require an additional step before making a final decision.

1. 30 min phone call with a member of our Talent Team.
2. 45-60 min Zoom deep dive with the Hiring Manager (Director of Forward Deployed Engineering).
3. 45 min technical interview with a Senior Engineer to walk through your code or logic.
4. 2-3 video interviews with key members of the Customer Success and Product teams.
5. 30 min interview with the SVP of Engineering - Data Strategy.

About the role

Why this role is exciting

Why you'll love it here:

• 💰 Competitive Compensation. For this role our base salary is targeted at $99-133k CAD. Final offer amounts are determined by factors such as experience and expertise.
• 🏆 Syndio Equity. So you can share in Syndio’s success.
• 🏝 20 days annually. We encourage our team to recharge when they need to, plus paid sick & safe time, compassion leave, and voting leave. 
• 💊 Private Medical Coverage
• 🔌 Monthly Electronics Reimbursement
• 🏠 WFH Stipend
• 📍 Remote-First (within commuting distance of Calgary) #LI-Remote 

Role Progression:

In the 1st Month:

• Complete onboarding on the Syndio platform and the "Decision Intelligence" vision.
• Master the new Integration Platform and current data loading artifacts.
• Shadow 2-3 strategic client implementations and identify potential automation opportunities.
• Contribute to a pilot migration of an existing client’s data into the new platform.

At 3 Months:

• Independently lead technical implementations for new clients.
• Execute data migrations for a segment of the existing client base into the new Integration platform.
• Build reusable "Implementation Artifacts" (scripts, prompts, templates) that reduce time-to-value for the whole team.
• Contribute to the design of our new Platform’s Implementation process, identifying automation and other artifacts to minimize the client’s time to value.

By 6 Months:

• Manage a portfolio of high-complexity implementations for Syndio’s most strategic accounts utilizing automation and other artifacts to maximize client’s value in minimum time.
• Help achieve the goal of migrating 70% of the client base to the new Integration platform solution.
• Serve as a subject matter expert for "Process Embedding," ensuring clients are fully adopting the platform’s advanced setup features.

The interview overview

Below you'll find an outline of the interview plan for our Forward Deployed Engineering position. Please note that this is what we expect the process to look like; we may ask you for supplemental information or require an additional step before making a final decision.

1. 30 min phone call with a member of our Talent Team.
2. 45-60 min Zoom deep dive with the Hiring Manager (Director of Forward Deployed Engineering).
3. Technical/Strategic Evaluation: A take-home or live case study focusing on:
• Designing a data ingestion plan for a complex client.
• Demonstrating how you leverage AI prompting to solve an implementation exception.
• Creating a "theoretical" plan for group setup and user adoption.
4. 45 min technical interview with a Senior Engineer to walk through your code or logic.
5. 2-3 video interviews with key members of the Customer Success and Product teams.
6. 30 min interview with the SVP of Engineering - Data Strategy.

At Robots & Pencils, we build meaningful, scalable digital products that solve real business problems. We are looking for a Staff Product Manager who combines deep Generative and Agentic AI fluency with hands-on building ability to own AI product outcomes end-to-end. As a Staff PM, you're accountable for initiative-level outcomes, stakeholder satisfaction, and contributing to R&P's AI product practice. You think in systems, work backwards from the customer problem, and stay relentlessly curious about what's next in AI

Enterprise clients want to deploy Agents -  moving from a promising demo to a production system that works at scale, meets security and compliance requirements, and delivers measurable business value is hard. This role owns that problem. You'll be part of a GenAI initiative within the AWS ecosystem, building the evals, tools, patterns, and reference architectures that make AI deployment repeatable.  The mindset: prove it works, test assumptions early, and document while building.

Key Responsibilities

Product Strategy & AI Vision

• Define and drive the product vision, strategy, and roadmap for GenAI solutions - with agentic AI (agent orchestration, tool use, multi-step workflows) as the primary focus - connecting AI capabilities to enterprise business outcomes
• Translate enterprise problems into structured product requirements; reframe feature requests into outcome-driven priorities with explicit tradeoffs on invest in vs. defer
• Balance near-term deployment milestones with long-term platform scalability and sustainability
• Monitor the competitive GenAI landscape and emerging agentic patterns to inform roadmap and technology decisions

Discovery & Validation

• Research how enterprise users interact with AI agents and where they lose trust; frame the riskiest assumptions as testable hypotheses and de-risk them first
• Design and run experiments - POCs, pilot deployments, scenario-based testing of multi-step workflows, edge cases, and failure recovery - to validate agentic solutions where non-deterministic output makes traditional QA insufficient
• Distill research, experiments, and competitive intelligence into clear insights that pave the path for a successful product
• Agent Design, Prototyping & Production
• Define agent behavior and prototype system prompts and tool schemas; partner with engineering on context management - summarization, working memory, and information flow across multi-step tasks
• Drive multi-model architecture tradeoffs with engineering - define the quality, cost, and latency targets that determine which model serves each step in the agent workflow
• Build AI prototypes to validate hypotheses; define human-in-the-loop boundaries and guardrails - when the agent acts autonomously, when it escalates, and how to handle non-deterministic output
• Establish agent evaluation frameworks - task completion, reasoning quality, tool selection, failure recovery, safety - and partner with engineering on production readiness (observability, drift, responsible AI, prompt versioning)
• Define success metrics at the agent level - task completion rate, cost per task (not per inference), escalation rate, time to resolution, and customer trust alongside business KPIs
• Delivery & Execution
• Own the end-to-end product lifecycle from discovery through phased rollouts; establish the metrics framework (north star, input, guardrail metrics) and report product impact to leadership
• Manage the product backlog, scope, dependencies, and risks; drive agile ceremonies and produce high-quality PRDs, product briefs, and decision logs
• Evaluate technology and platform decisions from a product perspective; create deployment playbooks, reference architectures, and knowledge transfer materials so teams sustain solutions independently
• Use AI to accelerate product work - research, analysis, prototyping, documentation - with judgment on when it needs human oversight; onboard rapidly to new domains and support team members across the initiative

Stakeholder Management

• Build trusted relationships with stakeholders and executives; serve as the go-to product advisor and primary contact for AI product direction and deployment strategy
• Partner with AWS Solution Architects and account teams to align on technical approach, service selection, and go-to-market for GenAI solutions
• Manage expectations on scope, timelines, and tradeoffs; facilitate decisions across competing priorities using data, alternatives, and clear rationale
• Frame AI capabilities and limitations for non-technical stakeholders - manage hype cycles, set realistic expectations; surface unmet needs that deepen relationships and grow the account

Required Skills

• 8-12+ years in product management, forward deployment, or solutions engineering; must have shipped AI products from prototype through production at scale
• Strong product sense - ability to identify what matters to users and the business, make prioritization calls with incomplete information, and shape products that deliver real outcomes
• Deep GenAI fluency - LLMs, RAG, fine-tuning, prompt engineering, context engineering, evals - with hands-on experience building or shipping agentic systems (planning, tool use, HITL, guardrails)
• Proven ability to prototype AI solutions using AI tools (Cursor, Claude, Copilot) to validate hypotheses and de-risk product decisions
• Experience deploying AI solutions in enterprise environments with strong technical fluency - can read code, evaluate architectures, make product tradeoffs on technical constraints, and drive scalable deployment patterns
• Exceptional communicator - clear PRDs, technical specs, and decision logs; has led AI products through full lifecycle and driven alignment with Directors, VPs, and C-level
• Comfortable operating in ambiguous, fast-moving environments where the AI landscape evolves weekly
• PM-level fluency across the AWS AI ecosystem - Bedrock, AgentCore, SageMaker, Strands, Kendra, OpenSearch, Lambda, Step Functions - to make informed product and architecture decisions

Preferred Qualifications

• Software engineering or coding background (Python, JavaScript, TypeScript)
• Agency or consulting delivery experience
• Experience in Financial Services, Healthcare, or Life Sciences industries
• Familiarity with open-source LLM ecosystem (Llama, Mistral) for flexibility and cost optimization
• Prior experience leading time-boxed discovery initiatives or technical spikes with rapid validation cycles

Why Join R&P?

You'll work at the intersection of cutting-edge AI and real enterprise impact - helping clients deploy Generative and Agentic AI solutions that change how their businesses operate. R&P gives you the variety of consulting (new problems, new industries, new tech) with the depth of a product role - you'll build, ship, and measure, not just advise. The team is collaborative, technically sharp, and genuinely invested in doing great work for clients.

We are looking for a Senior Revenue Operations Manager to lead and define Revenue Operations at OneVest. Reporting to the Sr. Director of Operations, you will be the primary manager of our revenue engine. This is a high-visibility, systems-oriented role where you will design the infrastructure that powers both our Small and Medium Business (SMB) and our Enterprise B2B funnels.

This isn't just about maintenance; it’s about building the playbook. Player-coaches thrive at OneVest and we’re looking for a builder profile: someone who can establish world-class standards in Salesforce today and pioneer low-code/AI-driven solutions for tomorrow. You will ensure that Sales and Marketing are perfectly aligned in execution, reporting, and strategy as we continue to scale.

High-performers in this role will have an opportunity to lead and own the Revenue Operations function as a whole.

What you’ll be doing:

• Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high-volume PLG users.
• Design and optimize the "Lead-to-Revenue" process around two distinct channels: a self-serve SMB funnel and a traditional B2B Enterprise sales cycle.
• Partner with Marketing to track ad-spend efficiency and with Sales to drive adoption of adjacent tools, ensuring every part of the revenue team is pulling in the same direction.
• Build and maintain the forecasting models that Finance and Leadership rely on, with a solid understanding of core revenue metrics
• Identify manual bottlenecks and pilot low-code/AI-driven solutions to automate manual tasks and add value at key points in the process.
• Manage operations for the revenue function both laterally and upwards, setting clear expectations and acting as a strategic advisor to leadership, including VPs and C-suite.

Must-haves:

• 8+ years of experience in Revenue, Sales or Marketing Operations functions, preferably within a high-growth SaaS or fintech environment.
• You have a deep experience with Salesforce, and understand how to build scalable flows, objects, and reporting structures.
• You enjoy the 0 to 1 phase of taking a baseline setup and evolving it into a sophisticated, automated system.
• Experience managing operations for both a Product-Led Growth (PLG) motion and an Enterprise Sales motion.
• You understand the "why" behind the numbers, from revenue recognition principles to GTM efficiency metrics. OKRs are table stakes.
• You have an appetite for using low-code tools and AI and are excited by the prospect of automating your own workflows as you scale. You go beyond just using AI as a chat partner and have achieved real outcomes through embedding it.

Location: This remote role is open to candidates across Canada and the United States, with a preference for candidates located near one of our offices in Toronto or Calgary.