Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients

• Ensures adherence to compliance and regulatory policies as well as company standards of client care

• Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

• 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Experience utilizing financial planning software
• Expert at collaboration and willing to help others
• Sales aptitude and experience is preferred
• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

#LI-Hybrid

Job Summary:

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. 

Essential Job Functions for the Wealth Advisor will include:

• Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
• Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
• Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
• Managing client communications and follow-up with clients’ other advisors
• Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
• Attending company workshops or lectures and speak to groups of potential clients when called upon
• Implementing company policies and procedure
• Other duties as needed

Required Knowledge, Skills and Abilities:

Competencies:

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

#LI-Hybrid

Your role
As an AVP, AI Ecosystem & Marketplace you’ll own formalizing our ISV and Strategic Technology Alliance motion. With Marketplace v2 nearing launch and a growing base of pre-existing ISV influence across the customer base, we are hiring an AVP to own the commercial strategy, partner ecosystem, and revenue motion for ISVs across Dialpad’s Contact Center, UC, Collaboration, and Agentic AI portfolio. This is a highly visible, founding-style senior role. You will be the single accountable leader for designing and scaling three distinct revenue motions — (1) OEM / Embed, (2) Marketplace Resell, and (3) Referral / ISV-Influenced — and for establishing Dialpad’s position in the Google Cloud Marketplace and wider technology alliance ecosystem.

This position reports to our SVP, Channel Sales, and has the opportunity to be based remotely. This role requires travel.

What you’ll do

• OEM / Embed: Define the commercial model, pricing, and deal-desk process to embed Dialpad into third-party products.
• Marketplace Resell: Build take-rate, listing, and co-sell motions across Google Cloud Marketplace and Dialpad’s marketplace with Product.
• Referral / Influenced: Turn ISV-influenced pipeline into a measurable, repeatable motion with clear attribution, incentives, and SLAs.
• Partner Strategy: Define and prioritize the ISV target map across CCaaS, UCaaS, collaboration, and agentic AI adjacencies.
• Partner Lifecycle: Recruit, onboard, and activate strategic ISVs—from category leaders to high-growth AI-native players.
• Alliances: Own executive relationships with hyperscalers (e.g., Google Cloud), aligning GTM with co-sell programs.
• Product Alignment: Translate commercial needs into roadmap priorities with the CPO and marketplace product teams.
• Financial Model: Partner with Finance on take-rate, rev-share, and OEM margin structures that withstand Board scrutiny.
• GTM Alignment: Co-design attribution, comp, and deal registration with RevOps and CRO org to align channel and direct sales.
• Governance: Partner with Legal on agreements, data terms, and commercial guardrails.
• Revenue Delivery: Hit multi-million ARR targets for net-new ISV revenue using a staged investment model.
• Channel Impact: Grow ISV-influenced bookings into a durable share of channel revenue.
• Operating Cadence: Establish QBRs, pipeline reviews, and exec sponsor rhythms to ensure accountability.
• Team Build: Develop the business case and hiring plan for ISV Partner, Alliance, and Program Ops teams as the motion scales.

Skills you’ll bring

• 10+ years in enterprise SaaS with at least 5 years focused on ISV, OEM, cloud marketplace, or strategic technology alliances.
• Proven experience building or scaling a commercial motion on Google Cloud Marketplace, AWS Marketplace, or Azure Marketplace — including listing, co-sell, and take-rate economics.
• Track record designing and closing OEM, embed, or rev-share agreements with measurable ARR contribution.
• Demonstrated success partnering with Product and Engineering leadership to shape platform and marketplace roadmap.
• Experience in Contact Center, Unified Communications, Collaboration, or Agentic AI / conversational AI categories strongly preferred.
• Background in a Gartner Magic Quadrant or Canalys-tracked vendor environment, with fluency in analyst-driven category narratives.

At Career Team, our mission is to empower one person, start one career, and serve one family at a time. We do this through innovative software solutions and high-touch services.

Lead Business Analyst — Workforce Development Software

Summary: Own discovery and requirements for a workforce development SaaS platform (WIOA case management, labor exchange, services, outcomes, reporting). Translate program and policy needs into build-ready user stories and support delivery through UAT and go-live.

Responsibilities

• Lead client workshops to document workflows (intake/eligibility, enrollment, services, case notes, exits/follow-up).
• Write clear user stories, acceptance criteria, process maps, and configuration/business rules.
• Partner with Product/Engineering/QA to design solutions, clarify scope, and manage requirements changes.
• Support integrations and data mapping (imports/exports, APIs) and reporting requirements.
• Plan and execute UAT with customers; triage defects and validate fixes.
• Manage and mentor other business analysts and systems staff, supporting their growth and elevating the quality of work across the team.
• Lead cross-functionally across a variety of contexts — partnering with product, engineering, operations, client-facing teams, and external stakeholders to drive outcomes.

Requirements

• Workforce program domain knowledge (WIOA, one-stop operations, labor exchange).
• PIRL familiarity (data elements, validations, reporting impacts).
• 3+ years as a Business Analyst delivering software (SaaS preferred).
• Strong facilitation and documentation skills; can turn complex processes into testable requirements.
• Experience working cross-functionally with technical teams and external stakeholders.

Why Join Us

• We change lives.
• We're growing quickly and need leaders who want real ownership and real impact.
• We're serious about the outcomes but have fun making them happen.
• Big enough to be interesting, small enough that your work changes the company.

Who You Are

• You're fluent in the numbers and comfortable with the messy middle of scaling fast.
• You can move from deep analysis to executive conversation without missing a beat.
• You're hands-on when needed, but you're always building people, processes, and tools.
• You simplify complicated things and build systems to keep them simple.
• You anticipate the communication before it's needed and always know your audience.
• You're calm, direct, and you follow through.

How We Work

• High trust, high accountability
• We obsess about our customers
• We value action over perfection, and iterate to get better every day

About the Team:

The Unified Service Platform (USP) product team serves as Gusto’s architectural backbone, responsible for engineering the intelligent, AI-driven ecosystem that brings GTM and Service operations into alignment. Our mission is to replace fragmented point solutions with a singular System of Intelligence—a digital exoskeleton that strips away administrative friction so our teams can focus on what matters most: our customers. Through our commitment to a #OneGusto experience, we provide the platform that ensures every internal interaction is backed by the full context of the customer journey.

We are an AI-native team building "agentic" solutions that transform how work happens. By mastering the AI-Human-AI loop, we own the delivery of a seamless, cross-channel journey across voice, chat, and email. Our goal is to ensure that our internal technical excellence creates an instant, easy and effortless experience for every business Gusto serves.

Here's what you'll do day-to-day:

• Drive Platform Excellence: Lead system improvements through effective requirements elicitation, configuration, administration, development, and application support for our Salesforce platform — ensuring it scales with Gusto's growth.
• Lead Cross-Functional Delivery: Manage projects and partner closely with cross-functional teams to roll out new systems, reduce process inefficiencies, and deliver measurable impact across the organization.
• Own the Integration Ecosystem: Manage integrated applications and third-party suppliers — including NICE CXOne, Qualtrics, Gong, Chili Piper, Outreach, RingLead, Catalyst, and more — ensuring seamless connectivity across the GTM tech stack.
• Be a Technology Strategist: Partner with stakeholders to take ownership of the roadmap and tools they depend on, driving efficiency and enabling Gusto to scale with confidence.
• Build Exceptional Gustie Experiences: Design and maintain best-in-class experiences using Salesforce Service and Sales Clouds, with a focus on usability and adoption.
• Own Lead-to-Cash: Be accountable for the vision, strategy, and roadmap of our lead-to-cash capabilities — ensuring end-to-end process integrity across the revenue lifecycle.
• Champion Change Communication: Own the communication of platform changes to end users and stakeholders, driving clarity and adoption at every stage.

Here's what we're looking for:

• Revenue Systems Veteran: 7+ years of experience as a Business Systems Analyst supporting Revenue organizations, with a proven track record of designing and supporting large-scale, technically complex Salesforce solutions.
• Salesforce Strategist: 4+ years of strategic Salesforce ownership, including defining the platform's vision, roadmap, and prioritization — with deep knowledge of best practices for Salesforce architecture and governance.
• GTM Tool Expert: Comprehensive knowledge of GTM tools (e.g., Salesforce, NICE CXOne, Chili Piper, RingLead, ZoomInfo, CPQ, or related technologies) and the ability to manage integrated third-party applications end-to-end.
• AI Builder & Fast Learner: Demonstrated comfort using AI tools (e.g., Claude, Copilot, or similar) to accelerate development, generate code, and write requirements — and a genuine eagerness to upskill in an AI-native, fast-paced environment.
• Analytical Problem-Solver: Demonstrated ability to analyze processes and data to deliver impactful, scalable solutions that reduce inefficiencies and support Gusto's growth.
• Communicator & Collaborator: Strong interpersonal skills with experience working across diverse teams and functions, including training and enabling end users to drive platform adoption.
• Certified (Preferred, Not Required): Salesforce certifications (e.g., Administrator, Platform App Builder, Advanced Administrator, Business Analyst, Sales Cloud Consultant) are a plus.

Our cash compensation amount for this role is targeted at $129,000-160,000 in Denver & most remote locations, and $154,000-193,000 for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

About the Role:

We're looking for a Senior Sales Compensation Analyst to join our Revenue Operations team. As a senior individual contributor, you will serve as a hands-on operator, subject matter expert, and strategic partner to our sales organization — owning end-to-end compensation administration while independently shaping the compensation programs and operational frameworks that drive Gusto's growth.

This is a high-visibility role at the intersection of Sales, Finance, and Revenue Operations. You'll bring deep expertise in sales compensation administration, advanced analytical capabilities, and a track record of building scalable programs that are fair, accurate, and motivating. You'll operate with a high degree of autonomy alongside the Head of Sales Compensation — driving plan administration, contributing to plan design for assigned segments, and setting the operational and analytical standard for the team. You'll leverage AI tools to push the boundaries of what our team can deliver.

About the Team:

The Sales Compensation team at Gusto sits within the Revenue Operations organization and serves as the backbone of how Gusto's sales force is motivated, rewarded, and aligned to company growth. We are a small, high-impact team with outsized visibility — our work touches every quota-carrying role across the company and directly influences how Gusto attracts, retains, and drives performance from top sales talent.

Here’s what you’ll do day-to-day:

• Own sales compensation administration for assigned teams — execute accurate, on-time commission calculations, payment processing, crediting, draws, clawbacks, and dispute resolution each pay cycle; Serve as the team's Xactly platform owner and subject matter expert, defining configuration standards, driving platform decisions, and maintaining data integrity across plan setup, participant management, and workflow automation 
• Own monthly reporting & analytics for assigned segments — deliver attainment summaries and payout forecasts to Sales, Finance/Accounting, and Rev Ops; maintain KPI dashboards and perform ad hoc analysis on performance trends and budget adherence.
• Contribute to plan design for assigned segments — Support and, where designated, independently own compensation plan inputs for assigned sales segments, including rate validation, accelerator analysis, and rules of engagement; build financial models and scenario analyses that inform quota-setting and plan design decisions; connect compensation mechanics to broader outcomes across Finance, HR, and Sales Strategy
• Define and improve processes and compliance — document and continuously improve comp processes; maintain adherence to internal compliance standards and accounting rules; ensure role changes, new hires, and terminations are reflected accurately across Xactly and downstream systems
• Lead assigned cross-functional initiatives - Drive projects spanning Sales, Finance, HR, and Rev Ops; use data and structured analysis to influence stakeholders and build alignment across functions
• Leverage AI to elevate comp operations — actively incorporate AI tools to automate repetitive tasks, accelerate reporting, and surface insights; partner with the Head of Sales Compensation to identify and scale AI-driven improvements across the team 

Here’s what we're looking for:

• 8+ years of hands-on sales compensation administration experience with demonstrated end-to-end ownership of commission processes in a high-growth environment 
• Experience in full-cycle comp administration — calculations, crediting, draws, clawbacks, and dispute resolution. 
• Xactly platform expertise - intermediate-to-advanced admin required (certification preferred); proven ability to own system configuration, data integrity, and workflow design; Salesforce and Tableau/Looker/Power BI proficiency; other ICM platforms a plus
• Advanced analytical skills - compensation modeling, scenario analysis, and reporting; solid understanding of quota-setting methodologies, GTM motions, and sales roles (AE, AM, SDR, overlay) 
• Cross-functional influence — track record of leading initiatives and driving alignment across Sales, Finance, HR, and Operations without direct authority  
• AI competency — actively uses AI tools to automate tasks, accelerate analysis, and improve accuracy with a habit of exploring and applying new tools practically 
• Attributes — detail-oriented, proactive, and highly organized; clear communicator who can simplify complex comp mechanics for reps, managers, and cross-functional partners
• Bachelor's degree in Finance, Business, Mathematics, or related field — or equivalent experience

Our cash compensation amount for this role is $113,880 to $139,500 for Denver, Atlanta & Las Vegas. $138,365 to $169,500 for San Francisco & New York. $106,940 to $131,000 for Phoenix. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.

The Role: 

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you’ll serve as the bridge between business operations and technology. You’ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:
• Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams. 
• Translate business needs into functional specifications, system workflows, and configuration design. 
• Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools). 
• Lead system upgrades, new implementations, and integration projects; manage vendor relationships. 
• Develop and execute test plans, including user acceptance testing (UAT), to validate system changes. 
• Train end users, create documentation (user guides, SOPs), and provide post-implementation support. 
• Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements. 
• Ensure compliance with regulatory and internal controls relating to financial systems.

Qualifications:
• Bachelor’s degree in Business, Information Systems, Finance, or a related field. 
• 3–6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.
• Strong understanding of financial operations, accounting principles, and regulatory requirements. 
• Proficiency with system configuration, user management, and role-based permissions.
• Hands-on experience with system testing, UAT, and issue resolution.
• Excellent communication skills — able to translate technical concepts to non-technical stakeholders and vice versa. 
• Analytical mindset with strong problem-solving and process-improvement skills.

Preferred Skills (Nice-to-Have)
• Experience administering SaaS platforms (e.g., Zendesk, Hubspot) 
• Experience working in a high-growth or startup environment.
• Prior exposure to financial reporting, accounting automations, or transactional systems.

For residents of Denver, CO the annual salary range for this role is $110,000 - $140,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you’ll serve as the bridge between business operations and technology. You’ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities:
• Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams. 
• Translate business needs into functional specifications, system workflows, and configuration design. 
• Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools). 
• Lead system upgrades, new implementations, and integration projects; manage vendor relationships. 
• Develop and execute test plans, including user acceptance testing (UAT), to validate system changes. 
• Train end users, create documentation (user guides, SOPs), and provide post-implementation support. 
• Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements. 
• Ensure compliance with regulatory and internal controls relating to financial systems.

Qualifications:
• Bachelor’s degree in Business, Information Systems, Finance, or a related field. 
• 3–6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.
• Strong understanding of financial operations, accounting principles, and regulatory requirements. 
• Proficiency with system configuration, user management, and role-based permissions.
• Hands-on experience with system testing, UAT, and issue resolution.
• Excellent communication skills — able to translate technical concepts to non-technical stakeholders and vice versa. 
• Analytical mindset with strong problem-solving and process-improvement skills.

Preferred Skills (Nice-to-Have)
• Experience administering SaaS platforms (e.g., Zendesk, Hubspot) 
• Experience working in a high-growth or startup environment.
• Prior exposure to financial reporting, accounting automations, or transactional systems.

For residents of San Francisco, CA the annual salary range for this role is $122,000 - $150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role: 

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you’ll serve as the bridge between business operations and technology. You’ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities:
• Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams. 
• Translate business needs into functional specifications, system workflows, and configuration design. 
• Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools). 
• Lead system upgrades, new implementations, and integration projects; manage vendor relationships. 
• Develop and execute test plans, including user acceptance testing (UAT), to validate system changes. 
• Train end users, create documentation (user guides, SOPs), and provide post-implementation support. 
• Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements. 
• Ensure compliance with regulatory and internal controls relating to financial systems.

Qualifications:
• Bachelor’s degree in Business, Information Systems, Finance, or a related field. 
• 3–6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.
• Strong understanding of financial operations, accounting principles, and regulatory requirements. 
• Proficiency with system configuration, user management, and role-based permissions.
• Hands-on experience with system testing, UAT, and issue resolution.
• Excellent communication skills — able to translate technical concepts to non-technical stakeholders and vice versa. 
• Analytical mindset with strong problem-solving and process-improvement skills.

Preferred Skills (Nice-to-Have)
• Experience administering SaaS platforms (e.g., Zendesk, Hubspot) 
• Experience working in a high-growth or startup environment.
• Prior exposure to financial reporting, accounting automations, or transactional systems.

For residents of New York, New York the annual salary range for this role is $122,000 - $150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:  

A critical role on a central team at Forge, the Fund Administration Operations Analyst’s primary function would be to support all areas of Fund Administration on the Forge platform, taking holistic ownership of the fund lifecycle process.

Success in this role would require being adaptable to an evolving workplace, eager and willing to learn and determined to add value through high-quality work and thoughtful insights.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

• Develop a thorough understanding of workflows and existing processes to identify areas of improvement
• Work cross-functionally with Forge’s internal teams, including Marketplace Operations, Sales, Legal, Compliance and Product.
• Gain a deep knowledge of the operational needs and high-level objectives of each project.
• Conduct detailed analysis and valuation of secondary market securities.
• Execute liquidity distributions, ensuring accurate allocation and client satisfaction.
• Support tax reporting processes to ensure compliance with applicable deadlines.
• Perform data validation and quality checks on financial inputs to ensure accuracy; supporting integrity across reporting systems.
• Respond to client inquiries including trade, tax, reporting, and valuations.
• Maintain comprehensive, up-to-date internal documentation.
• Ability to identify key areas where there is opportunity to automate or improve workflows.

Requirements:

• 1-2 years of prior experience in a professional setting - operations, consulting, finance, accounting, fund management and/or law experience is ideal
• Superior critical thinking skills and demonstrated success working in an entrepreneurial environment is ideal.
• Excellent attention to detail and verbal/written communication skills.
• Comfort performing in fast, high-pressure situations
• Desire to create efficient, scalable and efficient process workflows from scratch
• Comfortable approaching issues at both a detailed and high level

For residents of Denver, Colorado the annual salary range for this role is $65,000 - $75,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

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

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

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

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

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

At Career Team, our mission is to empower one person, start one career, and serve one family at a time. We do this through innovative software solutions and high-touch services. 

Senior Business Analyst — Workforce Development Software

Summary: Own discovery and requirements for a workforce development SaaS platform (WIOA case management, labor exchange, services, outcomes, reporting). Translate program and policy needs into build-ready user stories and support delivery through UAT and go-live.

Responsibilities

• Lead client workshops to document workflows (intake/eligibility, enrollment, services, case notes, exits/follow-up).

• Write clear user stories, acceptance criteria, process maps, and configuration/business rules.

• Partner with Product/Engineering/QA to design solutions, clarify scope, and manage requirements changes.

• Support integrations and data mapping (imports/exports, APIs) and reporting requirements.

• Plan and execute UAT with customers; triage defects and validate fixes.

Requirements

• Workforce program domain knowledge (WIOA, one-stop operations, labor exchange).
• PIRL familiarity (data elements, validations, reporting impacts).
• 3+ years as a Business Analyst delivering software (SaaS preferred).
• Strong facilitation and documentation skills; can turn complex processes into testable requirements.
• Experience working cross-functionally with technical teams and external stakeholders.
• Project and grant performance: Build a repeatable financial operating model for complex, compliance-heavy projects, including budget-to-actual comparisons, burn rates, cost allocation, and overall fiscal performance metrics.
• Client-facing deliverables: Partner with our Quality Assurance team to deliver accurate, timely, audit-ready financials that we’re proud to put our name on.
• Finance cadence that builds confidence: Lead monthly close and quarterly reporting activities, creating predictable outcomes with a clear narrative.
• Controls that support momentum: Strengthen controls and compliance while keeping the business moving fast.
• Strategy and Planning: Translate tradeoffs into decisions - forecasting, scenarios, and recommendations that help us pick the right direction together.
• Cross-functional problem-solving: Work hand in hand with the operations and client- facing teams when financial issues arise, before they become escalations.
• Scale the team; build the machine: Help position us for growth and the exciting chapters ahead!

Salary: $100k - $130k

Why Join Us

• We change lives.
• We’re growing quickly and need leaders who want real ownership and real impact.
• We’re serious about the outcomes but have fun making them happen.
• Big enough to be interesting, small enough that your work changes the company.

Who You Are

• You’re fluent in the numbers and comfortable with the messy middle of scaling fast.
• You can move from deep analysis to executive conversation without missing a beat.
• You’re hands-on when needed, but you’re always building people, processes, and tools.
• You simplify complicated things and build systems to keep them simple.
• You anticipate the communication before it's needed and always know your audience.
• You’re calm, direct, and you follow through.

How We Work

• High trust, high accountability
• We obsess about our customers
• We value action over perfection, and iterate to get better every day

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.

Location: Remote (For Non-Local) or Hybrid (Local to NYC area or Denver, CO)

Position Summary:

As a member of the Enterprise Solutions team, you will play a critical role in contributing to the success of Judi Health’s customers leveraging Judi, our Enterprise Health Platform, to service their own pharmacy administrative needs. The Enterprise Solutions team seeks individuals who are passionate to change the landscape of claims processing while providing superior service. This individual will hold responsibility for the setup and ongoing maintenance of accumulator, claims and override data in Judi.

Position Responsibilities:

• Accountable for configuration, load, and maintenance of data from previous adjudication systems into Judi.
• Provide customers with subject matter expertise in Judi’s capabilities, ensuring successful migration to the adjudication platform, with parity of all logic and initiatives.
• Devise a repeatable process for implementing data in Judi, establishing key milestones, and maintaining up to date project plan.
• Build and maintain trusting relationships with customers through superior customer service, meeting or exceeded service level metrics.
• Perform QA and claims testing to validate that data loads yield appropriate adjudication results.
• Partner with Analytics colleagues to author automated/manual test cases and monitoring processes for configurations and data loads.
• Proactively identify execution risks around build status and defects, partnering with internal Product teams and clients to surface mitigation strategies.
• Contribute to playbooks/templates that scale configurations for future client onboardings.
• Take charge of critical issues or problems to key stakeholders, ensuring swift resolution and communication within service level agreements.
• Certain times of year may require meeting participation, travel, service support or other requirements outside of standard business hours, including weekends.
• Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.

Minimum Qualifications:

• 1+ years of experience in an Analyst role, Software Engineering role or related work experience
• 1+ year of PBM or Health Plan operations experience handling adjudication configurations.
• Experience performing complex analyses on large sets of data
• Knowledge of data management, statistics, modeling
• Experience working with structured and unstructured data
• Proficient in SQL, JSON, Java, R, Excel, and other data visualization tools
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables.
• Exceptional project / time management, prioritization, and organizational skills to ensure customer satisfaction.
• Ability to shift between competing priorities and meet organizational goals.
• Excellent verbal, written, interpersonal and presentation skills.
• Ability to work effectively with virtual teams.
• Ability to travel 5-10%.

Preferred Qualifications:

• Bachelor's Degree preferred, or equivalent combination of education, training, and experience.

• Experience working with AWS Redshift

Location: Remote (For Non-Local) or Hybrid (Local to NYC, Denver, or Charlotte)

Position Responsibilities:

• Support RFP/RFI opportunities for new and renewal PBM opportunities with low to moderate complexity.
• Comply fully with Capital Rx’s policies and procedures for proposal development.
• Support the creation and maintenance of consultant templates for assigned channel partners.
• Create and refine SOPs to support RFP response development and submission working in collaboration with proposal managers and directors.
• Within 9-12 months following hire date, demonstrate mastery of Capital Rx’s products, services, and financial model to complete assignments with minimal oversight.
• Comply with Capital Rx’s time and attendance policies for all salaried employees, including working a base of 40 hours per week.
• Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.
• Support the management of the RFP response database by returning new and revised responses to the RFP Content Manager.
• Assist in the creation and ongoing updates/edits to new RFP content.
• Help obtain and catalog ancillary RFP samples and attachments.
• Assist Content Manager with day-to-day maintenance of RFP library content (Qvidian).
• Assist Content Manager with maintenance of SME list.
• Contribute ideas for improvement across proposal & underwriting department including content management processes or tools.

Minimum Qualifications:

• Undergraduate bachelor’s degree, with record of strong academic performance in English, Journalism, Marketing or Communications
• 1+ years of proven experience in proposal writing, project management, or benefits consulting
• Attention to detail & commitment to delivering high quality work product
• Extremely flexible, highly organized, and able to shift priorities easily
• Ability to lead multiple projects simultaneously and balance a range of key internal and external stakeholders
• Track record of supporting multiple projects simultaneously, driving high performance, meeting deadlines, and executing on deliverables
• Proficient in Microsoft Office, Adobe, and other editing software
• Experience with RFP library software such as Qvidian, Loopio, Responsive, Expedience, etc. preferred
• Knowledge of healthcare industry trends and best practices
• Ability to write in plain language
• Exceptional written and verbal communication skills, including technical copy editing
• Passion for learning, including intricacies of pharmacy benefits products

Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Remote, US Salary Range
$75,000.00 - $87,000.00 USD  
New York, NY Salary Range
$74,000.00 - $92,500.00 USD  
Denver, CO Salary Range
$67,600.00 - $84,500.00 USD  

Benefits

Judi Health provides all full-time and part-time benefit-eligible employees with the ability to elect medical and pharmacy coverage, dental insurance, vision insurance, accidental injury insurance, critical illness insurance, hospital indemnity insurance, and flexible spending accounts. Full-time employees also have access to a health savings account, voluntary life insurance, and voluntary accidental death and dismemberment insurance for themselves and their eligible dependents.

About Judi Health

Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:

• Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
• Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
• Judi®, the industry’s leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.

Together with our clients, we’re rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve.

Capital Rx values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Position Summary

The Manager of Client Experience Resolution & Optimization (CERO) leads the intake, triage, and resolution process for client-impacting issues within Client Services. This role establishes governance for intake workflows, ensures issues are accurately validated and routed, and drives consistency in how Client Services manages and resolves operational challenges. The Manager partners across the organization to streamline processes, reduce manual work, and improve end-to-end client experience, while providing coaching for the CERO Analyst.

Position Responsibilities:

• Build and manage a standardized intake and routing process for Client Services issues.
• Govern issue of triage, prioritization, and cross-functional coordination.
• Serve as the primary point of contact for inquiries related to intake, validation, and routing.
• Develop and maintain SOPs, workflows, and documentation supporting Client Services operations.
• Establish and monitor high‑level performance indicators (e.g., intake volumes, turnaround times, quality measures) in partnership with internal analytics teams.
• Lead continuous improvement initiatives aimed at simplifying workflows and reducing recurring issues.
• Partner with functional teams to identify process gaps and support implementation of improvements.
• Coach, mentor, and support ongoing development of the CERO Analyst.

Required Qualifications:

• Bachelor’s degree is required
• 5+ years of experience in client services, operations, or workflow/process management.
• Demonstrated success in establishing governance structures or managing intake of workflows.
• Strong collaboration, communication, and organizational skills.
• Ability to manage complexity and problem-solve in a fast-paced environment.

Position Summary:

As an individual contributor on the Product team, you will pay a critical role in contributing to the success of Capital Rx. The Capital Rx Product team seeks individuals who are passionate about improving the landscape of pharmacy prior authorizations, while providing superior service. The expectations for growth in this role are to push beyond the core data and reporting and to serve as an expert across all domains of Judi, our Enterprise Health Platform.

Position Responsibilities:

• Provide subject matter expertise support on Judi’s function and reporting capabilities related to prior authorization
• Take accountability for accurate translation of reporting requirements for Capital Rx’s customers 
• Support analytics and reporting needs for the prior authorization team and related groups
• Own swift resolution and clear communication of critical reporting issues
• Present analysis results clearly
• Assist in testing of new Judi functionality to ensure enhancements are functioning as expected and accurately processing claims transactions
• Build key cross-functional relationships with other internal teams
• Provide virtual and in person product demonstrations
• Note: Role may periodically require meeting participation, service support or other requirements outside of standard business hours

Minimum Qualifications:

• Bachelor’s degree, with record of strong academic performance in Computer Science, Actuarial Science, Statistics, or Economics or equivalent work experience strongly preferred
• 2+ years of proven experience in data analytics and reporting required
• 2+ years of experience in Structured Query Language (SQL) required
• 2+ years of experience with ETL or ELT preferred
• 2+ years of PBM, pharmacy, health plan, or related experience preferred
• 1+ years working with JSON or other data-exchange format tools preferred
• 1+ year of Python, R, or similar programming experience preferred
• Experience presenting analysis to clients and/or management preferred
• Proficient in Microsoft Excel
• Extremely organized, detail-oriented, and able to easily pivot priorities
• Ability to work effectively with virtual teams
• Ability to travel 5-10%

Position Summary

We are seeking a highly analytical and detail‑oriented Analyst to join our team. This role plays a key part in validating and coding audit deliverables, developing performance monitoring reporting, quantifying financial impact, and driving efficiency through automation and advanced analytics. The ideal candidate brings experience with internal controls, audit testing, and risk assessment, along with a proven ability to deliver high‑quality results in a fast‑paced, collaborative environment.

Position Responsibilities:

• Research and analyze pharmacy claims to ensure accuracy and contractual compliance across benefit setup, pricing, and guarantees
• Perform audit risk assessments, annual logic reviews and ongoing monitoring activities
• Analyze, reconcile and validate large datasets across multiple internal systems; develop and maintain SQL/Python queries for audit reporting and performance monitoring
• Create audit deliverable reporting, quantify financial impact of potential and confirmed audit findings, and build dashboards to identify trends and risks
• Identify and implement automation and process improvements across audit, reporting, and reconciliation workflows
• Maintain and enhance code, reporting tools, and dashboards to improve reliability, efficiency, and scalability
• Define and document technical requirements, data specifications, and methodologies to support transparency and repeatability
• Collaborate with internal and technology teams to improve data quality, workflows, and controls
• Provide ad-hoc analysis to support evolving business and audit needs
• Responsible for the adherence to the Capital Rx Code of Conduct including reporting of noncompliance

Required Qualifications:

• Bachelor’s degree in a quantitative or business-related field (e.g., Actuarial Science, Statistics, Economics, Finance, Data Analytics, or Business Administration)
• 2+ years of of experience in data analytics, audit, or a related role
• Experience in healthcare, PBM, or pharmacy claims; knowledge of pharmacy benefits, pricing, guarantees, and pharmacy claims analysis preferred
• Proficiency with SQL (Snowflake preferred), Excel, Tableau
• Familiarity with Python and project management/version control tools (e.g., Jira, Confluence, GitHub)
• Strong attention to detail with an intellectual and professional curiosity along with a passion for continuous improvement
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
• Effective communicator with both technical and non-technical stakeholders
• Extremely flexible, highly organized, and able to shift priorities easily

Position Summary

As the Total Rewards Analyst in a fast-paced, high-growth, health tech environment, you will be key in ensuring seamless benefits, compensation, payroll and HRIS administrative processes. This position manages job descriptions, enhances internal workflows, maintains compliance, analyzes and manages employee contributions, and supports company culture through effective people-centered practices.  The ideal candidate is detail-oriented, process-driven, and passionate about creating a smooth employee experience. This role provides administrative and analytical support to the human resource function as needed, including record-keeping, file maintenance, and HRIS entry.

Position Responsibilities:

• Support the Head of Benefits and Compensation with creating project plans for the team, defining milestones, and coordinating with stakeholders to deliver initiatives.
• Support team members by mapping, documenting and standardizing current workflows.
• Analyze current HR workflows to identify bottlenecks, redundancies, and opportunities for automation or improvement.
• Tracks and analyzes employee contributions, monitors deductions against payroll register, and identifies and documents adjustments to resolve discrepancies.
• Identify primary duties and responsibilities of current jobs, assess the nature of work, and research and map them to an occupational classification.
• Manage the Benefits inbox by addressing employee inquiries regarding compensation, benefits, and payroll and escalate complex issues to the designated subject matter expert.
• Conduct regular audits of payroll, benefits or other HR programs to ensure data accuracy, compliance with regulations, and recommend corrective action.
• Maintain, organize, and ensure the confidentiality of documents related to benefits, compensation and payroll.
• Ensure HR processes meet both organizational goals and health regulatory requirements.
• Collaborate with cross-functional teams to ensure consistent human resource practices.
• Monitor state and local employment laws, including minimum wage adjustment, pay transparency, leave programs, determine their impact on company policy, distribute updates, and revise process workflow.
• Maintain HRIS by ensuring employee information such as benefit, equity, job titles, address, and bonuses is correct before each pay cycle.
• Responsible for adherence to the Judi Health Code of Conduct, including reporting of non-compliance.
• Performs other related duties as assigned.

Required Qualifications:

• Bachelor’s degree required.
• 2+ years of experience in Human Resources.
• High level of integrity and discretion when handling confidential information.
• Knowledge of employment law and HR compliance standards.
• Exceptional attention to detail, with the ability to manage multiple priorities and deadlines.
• Experience working in HRIS or HCM systems is strongly preferred. Previous experience with UKG is a plus.
• Ability to work independently and take on increasing responsibilities over time.
• Strict adherence to confidentiality and professionalism.
• Strong problem-solving skills and sound judgment.
• Strong communication and organizational skills with a customer service mindset.
• Strong ability to use MS Office products.
• Flexibility to adapt to shifting priorities in a fast-paced environment.

Position Summary

The Drug Pricing Surveillance Senior Analyst will play a key role in advancing Capital Rx’s pharmaceutical pricing strategy by collecting, analyzing, and interpreting market data across diverse reimbursement and distribution channels. This role partners closely with cross‑functional teams—including Analytics, Legal, Network Management, and Audit—to compare market pricing to Judi Health’s contracted rates, surface pricing variability, and identify opportunities for improved value for client plans and their members. The specialist will design integrated, user‑friendly reporting that enables data‑driven decision‑making and supports operational workflows across the organization. Additionally, this role contributes to safeguarding fiduciary responsibilities by helping stakeholders understand evolving industry dynamics and compliance expectations. The ideal candidate brings strong analytical skills, experience with pharmaceutical or healthcare data, exceptional communication abilities, and the capacity to manage multiple complex projects in a fast‑paced environment.

Position Responsibilities:

• Pharmaceutical Market Data Collection: Collect data on available prices to end users for pharmaceuticals across distribution and reimbursement channels, including traditional insurance reimbursement, direct-to-patient, and direct-to-employer models
• Pricing Comparison and Analytics: Use available reporting and analytics tools (and collaborate with our dedicated Analytics team) to compare available market pricing to Judi Health’s contracted pricing for pharmaceuticals; facilitate executive understanding of pricing variability
• Opportunity Analyses: Identify and investigate opportunities for pricing improvement, working with other teams and departments to scope initiatives aimed at achieving more favorable pricing for client plans and their members
• Integrated Report Design: Design and implement pricing variability data reporting for consumption by users across teams and levels that can be integrated into workflows of relevant teams (for example, audit, network management, etc.)
• Fiduciary Duty Protection: Use industry news and direction from our Legal team to facilitate understanding among key stakeholders of health plan sponsor fiduciary duty and our strategies to fulfill our responsibilities as dedicated administrators

Required Qualifications:

• Bachelor’s Degree required
• 2+ years of experience with significant data analytics responsibilities applicable to pharmaceutical pricing, such as in a health plan, PBM, value-based care, or managed care environment; consulting, advising, or tech enablement focused on the preceding areas also considered applicable
• Ability to balance multiple complex projects simultaneously with minimal direction
• Great time-management and organizational skills to manage multiple active projects simultaneously
• Exceptional written, verbal, and presentation skills
• Experience working with data reporting tools, conducting data analyses, and effectively consuming/interpreting data reports and visualizations
• Proficient in Microsoft Office Suite with emphasis on Microsoft Excel and PowerPoint
• Experience with programming languages relevant to data analytics, such as SQL or Python

Preferred Qualifications:

• Master’s Degree in relevant field (Management, Accounting, Healthcare Administration, Health Policy, Data Science, etc.)
• Experience with prescription drug channels and payment workflows (pharmacy reimbursement, rebate administration and GPO relations, regulatory requirements, etc.)
• Experience with health insurance or health benefits administration (pharmacy benefits in particular)
• Experience producing reporting that facilitates data-driven decisions and workflows for stakeholders across functions and levels
• Ability to think strategically and identify inefficiencies, develop long-term solutions, and challenge and improve existing processes through automation and redesign
• Highly detail-oriented and analytical
• Ability to travel occasionally as needed for internal, client, and vendor/partner meetings

Location: Denver, CO

Work Environment: Hybrid, periodic travel required   

Target Compensation Range: $100,000 to $130,000

Role Summary: Support client engagements by bringing structure to complex business problems, analyzing systems and processes, and translating needs into practical, lasting solutions, with the technical acumen to work effectively across systems, data, and delivery teams.

Who We Are 

At The Gunter Group, we are a people-first management consulting firm and proud 20-time workplace award winner. We build trusted partnerships with our clients by working alongside their teams. Together, we deliver practical solutions and lasting impact across strategy, execution, people, and technology. We show up ready to roll up our sleeves, solve complex problems, and make a real difference together.

Your Impact at The Gunter Group

As a Consultant – Business Systems Analyst at The Gunter Group, you help bring clarity to complex systems and data. Through analysis, documentation, and collaboration with consulting teams and client stakeholders, you support structured progress within ambiguous and evolving client engagements.

Deliver Structured Analysis & System Solutions

• Execute and support the analysis, design, and implementation of business systems within defined workstreams
• Bring clarity to ambiguous challenges by helping define scope, requirements, and solution approaches
• Translate business needs into clear technical requirements, user stories, and system designs
• Develop and maintain documentation such as process maps, requirements, system specifications, and data/interface definitions

Business Process & Systems Enablement

• Analyze current-state processes and systems to identify gaps, inefficiencies, and opportunities for improvement
• Support the design of future-state processes aligned with business goals and system capabilities
• Use data to validate assumptions, identify trends, and inform decision-making
• Write and execute SQL queries (or similar) to explore, validate, and troubleshoot data across systems
• Analyze and document how data moves across systems, including integrations, transformations, and dependencies

Support Solution Delivery

• Partner closely with technical teams to design and implement solutions aligned with business needs
• Contribute to solution design discussions, including system architecture, data models, and integration approaches
• Support debugging, testing, and deployment of solutions, including participation in UAT, code quality processes, and issue triage across systems
• Assist in troubleshooting system and data issues by working across business and technical teams
• Ensure solutions are practical, usable, and aligned with intended outcomes

Collaborate Across Stakeholders and Teams

• Work closely with client stakeholders ranging from individual contributors to senior executives
• Facilitate communication and alignment between business and technical teams
• Communicate complex concepts clearly to non-technical audiences
• Operate effectively within consulting engagements, balancing client needs, timelines, and evolving priorities
• Build trusted relationships with client stakeholders through reliable delivery, clear communication, and follow-through
• Collaborate with TGG consultants and leadership to deliver exceptional quality client service

What You Bring 

• 4+ years of experience in business systems analysis or a related field, including 2+ years in a consulting or client-facing environment
• Strong ability to bring structure to complex, unstructured problems
• Experience gathering and documenting business and system requirements and supporting solution implementation
• Strong process analysis and problem-solving skills
• Proficiency in SQL (or similar) for data analysis and troubleshooting
• Ability to understand and engage in discussions on system architecture, integrations, and data flows
• Experience working closely with engineers to deliver technical solutions and troubleshoot issues across systems
• Strong communication skills, including translating technical concepts for business stakeholders
• Ability to collaborate effectively across technical and non-technical teams
• Familiarity with tools such as data visualization platforms, cloud environments, or scripting languages is a plus
• Bachelor’s degree or equivalent combination of education and experience

Working at The Gunter Group

Salary and Benefits

Supporting the well-being of our team is a priority at TGG. Our benefits package includes competitive health coverage, wellness programs, flexible PTO, professional development and work-from-home stipends, as well as team offsites, social events, and volunteer opportunities.

The total expected compensation range for this role is $100,000 to $130,000, consisting of a base salary and variable billing bonus component. Additional compensation may be earned through contributions to account leadership and business development. We discuss compensation and bonus opportunities openly throughout the hiring process.

Why TGG

The Gunter Group is headquartered in Portland, Oregon, with team members primarily located in our three core geographies: Portland, Nashville, and Denver. Our consultants work across remote, hybrid, and onsite environments depending on client needs, with travel expectations varying by engagement and aligned collaboratively with both clients and team members.

We partner with organizations across industries including retail, apparel, government, education, insurance, and Fortune 100 companies, working alongside client teams to solve complex problems and deliver practical solutions that drive lasting results. Our work is rooted in strong relationships, thoughtful execution, and a shared commitment to doing quality work.

At TGG, we believe people do their best work when they feel respected, supported, and included. We are committed to fostering an engaging, fair, and authentic environment where diverse backgrounds and perspectives are valued. Our culture is guided by non‑negotiable values—including integrity, curiosity, emotional intelligence, collaboration, confidence, and the ability to thrive in ambiguity—and by a high standard of excellence in how we show up for our clients and each other.

The Gunter Group LLC is an equal opportunity employer.

Pay Range: $74,000 - $90,800

Remote Eligible: Hybrid

We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings.

General Purpose of the Position 

Provides business analysis expertise for organizational initiatives, strategies, innovative solutions, and process improvements through development of business requirements, collaboration with business owners and other stakeholders, and coordination with vendor partners in support of business unit and member service needs. The Business Analyst will work with all areas of the organization to develop, document, and communicate detailed business requirements that describe the business need and solution scope in addition to providing quality analysis and testing expertise. This position will interact and drive consultative conversations across all areas of the organization. This is an operational role, requiring attention to detail, stakeholder interactions, and management of expectations within business and technical teams. 

ESSENTIAL DUTIES AND RESPONSIBILITIES (including the following). May perform other duties as requested or assigned. 

• Accountable for developing, defining, and documenting business requirements that describe the business need and solution scope, and communicate them effectively to organizational stakeholders, vendors, and Project Managers as needed  

• Collaborate with technical and business experts, adhering to enterprise architectural frameworks and roadmaps to design processes, systems, and information/data architectures 

• Responsible for writing comprehensive functional specifications that can be used by solutions/systems engineers to support the creation of technical designs and delivery of business and technical requirements 

• Build and maintain an in-depth knowledge of the processes, systems, and data in a defined capability/service delivery area 

• Provide process expertise to others to understand the impact of system enhancements on the company’s processes and how system functions and processes will generate the intended outcomes for business 

• Remain up to date on technology trends, opportunities, compliance, and regulatory requirements within a defined capability/service delivery area 

• Responsible for communicating documented findings to technical team members, creating, and validating proposed resolutions, ensuring the initial issues were corrected, and that impacts are understood.  

• Coordinate user acceptance testing (UAT) to ensure business requirements are satisfied and ensure proper UAT documentation is produced (based on use cases and test requirements) 

• Support proper training, transition, change management, and cutover plans are developed and executed to ensure proper user adoption and minimize business disruption 

• Provide project management support for small/medium size projects. For example, project planning and execution, issue management and status reporting 

• Support and organize research on financial, product, market, operational, and other relevant areas to assist in strategic and business planning across the organization 

• Own and develop relationship with key stakeholders and vender partners, working with them to optimize and enhance our integration efforts 

• Contributes to developing organizational skills and fostering teamwork to support and execute strategic initiatives. Collaborates with business leaders to define, communicate, and evaluate initiatives aligned with organizational objectives. Aligns all project work with membership needs, organizational strategic areas of focus, and credit union core competencies. 

• Adhere to all Federal and State laws and regulations applicable to the Credit Union, including the Bank Secrecy Act and OFAC. Adheres to all regulatory requirements, both within the Credit Union industry and in general. Maintain an understanding of regulations and other external drivers that may affect the organization. 

• Responsible for compliance with the Fair and Accurate Credit Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti Money Laundering Act, including monitoring for such illegal activity as it applies to this position. 

Requirements 

EDUCATION AND EXPERIENCE 

A bachelor's degree in finance, Business Administration, Marketing, Information Systems Management, Computer Science, or a related field, or an equivalent combination of education and experience, is required. Candidates should have at least four (4) years of relevant work experience with progressively increasing responsibilities. Certification from IIBA, PMI, or other industry-recognized organizations is preferred, or candidates should be able to obtain such certification within one (1) year of hire.  

A solid understanding of financial services and the technologies relevant to the service delivery area is necessary. Proficiency in the Microsoft Office Suite, including Visio or similar applications, is required. Experience in creating key business analysis deliverables, such as functional specifications and test cases, is essential. Demonstrated experience with process analysis methodologies, including process flow definition, data flow diagramming, and use case development is required. A working knowledge of project management methodologies, such as Agile and Waterfall, as well as familiarity with the ITIL framework is preferred. 

OTHER SKILLS AND ABILITIES 

• Strong written and verbal communication skills. 

• Ability to collaborate with team members and stakeholders. 

• Understanding of organizational data flow and its use in decision-making. 

• Ability to perform basic cost/benefit analysis and assist in business case development. 

• Strong analytical, critical thinking, and problem-solving skills. 

• Ability to adapt to fast-paced, matrix environments and work on multiple tasks simultaneously. 

PHYSICAL DEMANDS 

While performing the duties of this job, the employee is typically required to sit for long periods.  The employee continually is required to talk or hear. The employee is occasionally required to stand, walk, stoop, and reach with hands and arms. The employee will occasionally lift and/or move up to [10] pounds.  Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Core Competencies 

Every position at Credit Union of Colorado is grounded in our organizational Values and Core Competencies. These skills and behaviors guide how we work, collaborate, and deliver results. Click here to view our Values and Core Competencies on Atlas. 

Credit Union of Colorado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws. 

Please note applicants can redact any information that identifies their age, birth date, or dates of schooling on either their resume or any additional materials provided.

Kyo is a leading provider of Applied Behavior Analysis (ABA) therapy, dedicated to empowering children with autism and their families to achieve meaningful outcomes. Since 2005, we have partnered with thousands of families across 11 states, delivering effective, convenient, and child-centric ABA therapy designed around each child’s unique strengths, needs and goals. At Kyo, our mission is rooted in a commitment to making every moment count for the children and families we support.

Kyo is expanding in the Denver area and is seeking a BCBA committed to delivering high-quality, ethical ABA, supported by a collaborative and experienced clinical team. This is a hybrid remote position.

Part-Time & Full-Time Opportunities Available

Pay Range: $90,000 - $100,000

$10,000 Sign On Bonus

BCBAs AT KYO: 

• Lead individualized ABA programs across home, school, and community settings, supported by Kyo’s proprietary care application and data systems.
• Support the development of Behavior Therapists and BCBA Trainees.

WHY CHOOSE US?

• Flexibility: Hybrid delivery model combining telehealth and in-person services, with flexible scheduling options for full-time and part-time roles.
• Professional Development: Company-supported access to required CEUs through internal resources and ongoing training.
• Mentorship: Frequent 1:1 check-ins to support clinical, professional, and operational development, with opportunities to connect with BCBAs and Clinical Directors nationwide.
• Clinical Autonomy: Flexibility within evidence-based practices, including the ability to select appropriate assessments and treatment approaches based on client needs.
• Comprehensive Benefits: Competitive compensation package including quarterly bonuses, medical, dental, and vision coverage, 401(k) with company match, 19 days of PTO (with an additional day earned each year of service up to 24 days), 11 paid holidays, life insurance, short-term disability, employee assistance program (EAP), and a company-provided laptop.
• Administrative Support: Dedicated support designed to reduce non-clinical workload and prioritize client care.
• Career Pathways: Opportunities for advancement into clinical leadership roles, with potential pathways to senior or corporate positions.

JOB REQUIREMENTS:

• Education and Skills: Master’s degree in Psychology, Special Education, or a related field. Active BCBA certification. 
• Transportation: Reliable transportation and willingness to travel between client and business sites.
• Availability: Ability to provide client support within our service hours of 8:00am–7:00pm, Monday–Friday, with schedules determined based on your client needs
• Physical Ability: This job requires extensive standing, walking, reaching, bending, kneeling, and crouching. Must be able to lift a minimum of 50 pounds. Must have the ability to communicate clearly and participate in physical and play-based therapies.

ABOUT THIS OPPORTUNITY

onX is seeking a Business Intelligence Analyst with a passion for marketing analytics and a strong ability to translate data into actionable insights. In this role, you will support marketing measurement efforts by analyzing performance, identifying trends, and helping stakeholders make informed decisions.

You will work closely with marketing, product, and analytics partners to deliver high-quality reporting and analysis. This role is expected to operate independently on defined workstreams, contribute to team priorities, and help improve how data is used across the organization.

The ideal candidate is comfortable working with data, curious about uncovering insights, and motivated to improve business outcomes through analysis. They should be able to navigate ambiguity within their scope, communicate clearly with stakeholders, and deliver reliable, high-quality outputs. This person will report to the Business Intelligence Manager.

WHAT YOU'LL DO
^{Essential Job Duties & Functions}

Marketing Measurement Support

• Support the development and application of marketing measurement frameworks (e.g., attribution, incrementality testing) through analysis and execution
• Partner across marketing functions (e.g., brand, growth, lifecycle) to understand campaign objectives, tactics, and measurement needs
• Contribute insights that help evaluate marketing effectiveness across channels
• Partner with senior analysts to refine approaches and improve measurement over time

Top-of-Funnel & Acquisition Analytics

• Partner with brand and digital acquisition teams to support analysis that informs day-to-day decision-making, rather than owning channel performance directly
• Apply a strong understanding of top-of-funnel metrics (e.g., impressions, reach, CTR, CAC, conversion rates) to help stakeholders interpret performance and make informed trade-offs
• Translate business questions from marketing partners into structured analyses, helping clarify what is happening and whyProvide insights on audience behavior, channel dynamics, and funnel progression, enabling marketers to optimize campaigns and investments
• Connect top-of-funnel activity to downstream outcomes (e.g., activation, engagement, conversion), helping teams understand impact without owning execution
• Support testing and learning efforts by helping design analysis, interpret results, and communicate clear takeaways to stakeholders

Collaboration & Execution

• Navigate ambiguous problem spaces by asking the right questions, defining scope, and proposing a clear analytical approach
• Communicate findings clearly to stakeholders, adapting level of detail to the audience
• Share learnings, document work, and contribute to improving team processes and outputs
• Proactively identify trends or opportunities in marketing performance and bring forward insights that inform stakeholder decisions
• Ensure accuracy and reliability of data used in analysis, validating assumptions and investigating discrepancies when they arise
• Develop a strong understanding of underlying data sources and definitions to ensure consistency in reporting and insights
• Look for opportunities to embed AI as a repeatable co-pilot in daily workflows by integrating experimentation into real work, and continuously refining its use with sound judgment and validation.

WHAT YOU’LL BRING

• 3–5 years in marketing analytics, business intelligence, or related field
• Demonstrated ability to deliver insights that support business decisions
• Experience working with stakeholders to answer business questions using data
• Bachelor’s degree in Marketing, Statistics, Data Science, Business, or related field
• Ability to travel bi-annually for multiple days to a corporate office or other onX strategic location, such as a Basecamp. 

ADDED BONUSES

Though not required, we would be thrilled to consider candidates with any of the following:

• Technical Skills: Proficiency in analytics tools such as Tableau, Excel, SQL, Python, or similar. Experience with A/B testing platforms and statistical modeling is a must.
• Analytical skills:Strong quantitative and analytical skills to translate complex data, identify trends, and make data-driven recommendations.
• Communication Skills: Strong written and verbal communication skills with the ability to explain technical concepts to non-technical stakeholders. Enthusiastic collaborator with Finance, Product Management, and  Executive teams
• Marketing Acumen: Experience working with multiple types of marketing data, such as MMP and SKAd Attribution data and models, GA4, Offline/Endemic Marketing Tactics, Market Research and Sentiment, and other organic and non-organic marketing data. Relevant experience building and leveraging marketing frameworks for decision making. 
• Project Management: Advanced organizational skills with the ability to manage large, complex projects and prioritize competing demands.
• Statistical Knowledge: Understanding of statistical techniques for A/B testing, incrementally testing, regression analysis, and forecasting.

THE ONX EXPERIENCE

onX is a distributed company with more than 400 employees across the country. We come together regularly to work in person and stay connected through regional basecamps and a culture that balances individual ownership with deep collaboration.

While we move quickly, we’re not a scrappy start-up. We operate with clear goals, structure, and frameworks that guide how we prioritize and execute. Priorities matter. While they may shift, data shapes how we evolve as our business, products, and the world around us change.

Clear priorities and structure don’t limit ownership - they make it possible. You’ll have the autonomy to define your work and make meaningful decisions within clear strategic boundaries. You’ll partner closely with others to solve complex problems and build solutions that scale across teams and platforms. Along the way, you’ll be supported with feedback, tools, and opportunities to grow your craft as you take on new challenges.

WHERE YOU CAN WORK

onX has created a thriving distributed workforce designed to foster connection, collaboration, and shared experience across several US locations. We have two HQ locations in Bozeman and Missoula, MT and established virtual workforce Basecamps in Austin, TX; Denver, CO; Kalispell, MT; Minneapolis, MN; Portland, OR; Salt Lake City, UT; and Seattle, WA.

HOW YOU’LL BE COMPENSATED

 onX is committed to compensating all employees fairly and equitably for their contributions. For this position, applicants can expect to make between $100,000 and $117,000 upon hire. The pay range will vary based upon experience, skills, certifications, education among other factors as required in the job description. In addition, full-time onX employees are eligible for a grant of common share options with a vesting schedule and an annual bonus of 10% based on company performance.

WHAT WE’RE OFFERING YOU

• Competitive salaries, annual bonuses, equity, and opportunities for growth
• Comprehensive health benefits, including a no-monthly-cost medical plan
• Paid parental leave of 13 weeks for birthing parents and 5 weeks for non-birthing parents
• 401k matching at 100% for the first 3% you save and 50% from 3-5%
• Company-wide outdoor adventures and amazing outdoor industry perks
• Annual “Get Out, Get Active” funds to fuel your active lifestyle
• Flexible time away package that includes PTO, STO, VTO, and paid holidays

PERFORMANCE ESSENTIALS

In this role, success is driven by cognitive abilities such as concentration and problem-solving, essential for our computer-centric tasks. onX will explore reasonable accommodations to ensure that individuals with diverse abilities can fully engage in and contribute to the essential physical and mental functions of the job. If you need assistance or accommodation, please contact us at PC@onxmaps.com. 

Position open until filled. 

#LI-Remote

ABOUT THIS OPPORTUNITY

onX is seeking a Senior Geospatial Analyst to support the Offroad vertical, you will play a critical role in ensuring that Offroad-related geospatial content moves reliably through onX systems and into customers’ hands. You will collaborate closely with Offroad Product Managers, a Geospatial Project Manager, as well as with developers to execute geospatial work that supports the Offroad product roadmap.

This role is focused on implementation and delivery. You will apply strong technical judgment to build, maintain, and validate geospatial datasets and pipelines that are performant, scalable, and trustworthy.

This role lives within the Content domain, which is responsible for cartography, data processing, data analysis, and data sourcing across onX. You will be part of a broader team of Geospatial Analysts, Geospatial Project Managers, and Engineers supporting multiple verticals across the organization. This role reports to a Geospatial Manager.

This is a unique opportunity to lead mapping innovation at a company passionate about outdoor recreation and technical excellence.

WHAT YOU'LL DO
^{Essential Job Duties & Functions}

• Serve as the Senior Geospatial Analyst supporting the Offroad vertical, owning the technical approach, sequencing, and delivery of geospatial work defined by the Offroad Geospatial Project Manager.
• Execute geospatial work that supports connected content initiatives by implementing datasets and workflows that enable Offroad content to be used consistently across multiple product features and experiences.
• Support content trust initiatives by executing audits, refreshes, and cleanup of high-impact Offroad datasets, applying technical judgment to ensure content is accurate, maintainable, and fit for long-term use, including identifying dataset candidates for update, replacement, or retirement.
• Leverage existing geospatial pipelines and contribute to the improvement and development of new processes as needed, ensuring reliable delivery of data from source systems into customer-facing products and services.
• Lead complex geospatial processing and analysis such as multi-source data integration, conflation, and large-scale QA/QC, applying expert judgment to resolve ambiguity and edge cases.
• Use Claude Code and other AI tools to generate, optimize, and automate geospatial workflows, including feature extraction, segmentation, classification, conflation, and QA.
• Proactively identify data quality risks, pipeline gaps, or platform limitations and surface recommendations to the Offroad Geospatial Project Manager.
• Analyze data, create dashboards, and monitor data health metrics to provide insights that inform business decisions and support overall product health.
• Research and evaluate geospatial data sources, making recommendations for new sources or improvements to existing ones.
• Partner closely with engineers to ensure geospatial solutions are performant, maintainable, and aligned with platform best practices.
• Own the end-to-end execution quality of assigned initiatives, from intake through production release and post-launch validation.
• Use version control (Git) and collaborative workflows to drive consistency and repeatability across the broader Geospatial team.
• Provide technical guidance and informal mentorship to other Geospatial Analysts as needed.
• Communicate clearly and confidently about technical decisions, risks, and progress to cross-functional partners.
• Other ad hoc duties as assigned by the Supervisor.Look for opportunities to embed AI as a repeatable co-pilot in daily workflows by integrating experimentation into real work, and continuously refining its use with sound judgment and validation.

WHAT YOU’LL BRING

• Bachelor’s degree in Geospatial, Geospatial Engineering, Computer Science, Hydrology, Geography, or related field; or equivalent technical experience.
• 8+ years of geospatial industry experience, including dataset sourcing, development, transformation, and deployment.
• Expert-level proficiency in QGIS and advanced geoprocessing techniques.
• Expert with SQL, cloud-based analytical databases (e.g., BigQuery), PostGIS, spatial indexing, and performance optimization.
• Strong Python skills, including experience with GDAL, geopandas, PyQGIS, and automation frameworks.
• Demonstrated ability to operate within complex spatial data pipelines, using version control (Git), and collaborative workflows to deliver reliable, maintainable solutions.
• Proven ability to use Claude Code or other AI coding assistants to generate scripts, automate tasks, and accelerate spatial workflows.
• Familiarity with Offroad-relevant datasets such as trail networks, road and route conditions, terrain data, land ownership, or other location-based content used in off-road recreation and land-access contexts.
• Familiarity with trail data sources, vendors, and key players in that space.
• Proven ability to work autonomously on complex, ill-defined projects, bringing structure, clarity, and execution rigor to ambiguous problem spaces.
• Ability to clearly communicate technical concepts to non-technical partners.
• Ability to travel bi-annually for multiple days to a corporate office or other onX strategic location, such as a Basecamp. 

ADDED BONUSES

Though not required, we would be thrilled to consider candidates with any of the following:

• Master's degree in Geospatial, Geography, Computer Science, or a related field.
• Experience with graph-based data systems, including knowledge graphs or hierarchical spatial data stores.
• Experience working with modern geospatial data formats such as GeoParquet for scalable storage and processing.
• Experience building micro-services or distributed workflows for spatial data.
• Familiarity with cloud-based storage, Airflow, and Docker.
• Interest in off-road recreation, trail and route planning, terrain navigation, or related outdoor recreation products.
• Experience with distributed or remote teams.

THE ONX EXPERIENCE

onX is a distributed company with more than 400 employees across the country. We come together regularly to work in person and stay connected through regional basecamps and a culture that balances individual ownership with deep collaboration.

While we move quickly, we’re not a scrappy start-up. We operate with clear goals, structure, and frameworks that guide how we prioritize and execute. Priorities matter. While they may shift, data shapes how we evolve as our business, products, and the world around us change.

Clear priorities and structure don’t limit ownership - they make it possible. You’ll have the autonomy to define your work and make meaningful decisions within clear strategic boundaries. You’ll partner closely with others to solve complex problems and build solutions that scale across teams and platforms. Along the way, you’ll be supported with feedback, tools, and opportunities to grow your craft as you take on new challenges.

WHERE YOU CAN WORK

onX has created a thriving distributed workforce designed to foster connection, collaboration, and shared experience across several US locations. We have two HQ locations in Bozeman and Missoula, MT and established virtual workforce Basecamps in Austin, TX; Denver, CO; Kalispell, MT; Minneapolis, MN; Portland, OR; Salt Lake City, UT; and Seattle, WA.

HOW YOU’LL BE COMPENSATED

 onX is committed to compensating all employees fairly and equitably for their contributions. For this position, applicants can expect to make between $94,000 and $118,000 upon hire. The pay range will vary based upon experience, skills, certifications, education among other factors as required in the job description. In addition, full-time onX employees are eligible for a grant of common share options with a vesting schedule and an annual bonus of 10% based on company performance.

WHAT WE’RE OFFERING YOU

• Competitive salaries, annual bonuses, equity, and opportunities for growth
• Comprehensive health benefits, including a no-monthly-cost medical plan
• Paid parental leave of 13 weeks for birthing parents and 5 weeks for non-birthing parents
• 401k matching at 100% for the first 3% you save and 50% from 3-5%
• Company-wide outdoor adventures and amazing outdoor industry perks
• Annual “Get Out, Get Active” funds to fuel your active lifestyle
• Flexible time away package that includes PTO, STO, VTO, and paid holidays

PERFORMANCE ESSENTIALS

In this role, success is driven by cognitive abilities such as concentration and problem-solving, essential for our computer-centric tasks. onX will explore reasonable accommodations to ensure that individuals with diverse abilities can fully engage in and contribute to the essential physical and mental functions of the job. If you need assistance or accommodation, please contact us at PC@onxmaps.com. 

Position open until filled. 

#LI-Remote

Application Deadline: The initial deadline for applications is 5/13/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

The Market Risk team’s mission is to assess prevailing risk conditions across multiple asset classes and ensure Robinhood’s customers and margin book are positioned for success in a dynamic risk landscape. We analyze information in real time to optimize risk across multiple dimensions, and partner cross-functionally to improve monitoring systems, build a best-in-class margin product offering, and identify evolving risks.

As a Market Risk Senior Analyst, you will operate at the forefront of margin risk policy, development, and implementation. You will serve as a risk expert at the intersection of traditional and evolving trading products, developing both proactive and reactive risk analyses and the controls that support them.

This role is based in our Chicago, IL, Denver, CO, Lake Mary, FL, and New York, NY office(s), with in-person attendance expected at least 3 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

Applications for this role will be accepted through March 31st, 2026. Please connect with your recruiter for more information about this role’s application window.

What you’ll do

• Assess emerging market conditions and provide actionable insights and recommendations on the margin risk profile.
• Research volatility catalysts, including earnings, regulatory announcements, geopolitical events, and broader market trends.
• Monitor market risk dashboards to identify significant exposures or shifts in customer behavior.
• Analyze data to identify risks and opportunities to improve the customer experience related to margin products.
• Partner on cross-functional initiatives to enhance the firm’s margin products, drive revenue, and improve the overall customer experience.
• Embrace evolving technologies and analytical tools to continuously improve personal and team workflows.

What you bring

• Bachelor’s degree in Finance, Economics, or a related field.
• 8+ years of experience at a brokerage or trading firm.
• Strong SQL skills, with the ability to query complex datasets and perform statistical analysis.
• Strong analytical and problem-solving skills, particularly related to market risk and financial products.
• Familiarity with financial markets, sector trends, and risk management tools.
• Curiosity and a willingness to learn new approaches for working with complex datasets and analyses.

What we offer

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

The Fraud Investigator (Customer Protection Team) is responsible for handling inbound customer calls for customers with an active fraud alert and account restriction. The team investigates fraud alerts, determining fraud or no fraud utilizing tools and investigative skills, and helping identify emerging fraud trends through data analysis. The team works directly with the customer via phone to gather additional information to help make a fraud determination on their account. 

This role is based in our Denver, CO or Westlake, TX office(s), with in-person attendance expected at least 3 days per week.

This role may be required to work a weekday (M-F) or weekend (Sat-Sun) shift during hours of operation which is 7am - 9pm EST. 

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

What you’ll do

• Handling inbound phone calls from Robinhood customers with active fraud alerts and account restrictions and taking those fraud cases to the finish line by applying investigative techniques according to the internal procedures and policies
• Conduct in-depth and timely investigations on accounts flagged for fraud, across a range of payment vehicles including ACH, Debit Card, Cryptocurrency and Wire Transfers
• Using critical thinking and pattern detection to discover proactive ways to identify emerging fraud
• Documenting the rationale and determination for each alert and referring to other teams where necessary
• Gathering key information from the customer regarding their account as well as applicable documentation. 
• Communicating with customers next steps and setting expectations. 

What you bring

• Prior fraud or investigative experience preferred, including knowledge of various fraud activities such as Account Takeovers, Identity Theft and Money Movement Fraud, among others; or, equivalent experience adjacent to fraud investigations.
• Ability to work closely with customers verbally to address concerns related to fraud while maintaining a high level of customer service
• Proactively identify problems and come up with solutions (ability to think outside-the-box)
• Ability to operate in a fast paced environment
• Good written and verbal communication, analytical skills, and strong attention to detail
• Strong interpersonal skills. Experience working with cross-functional teams. 

What we offer

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

The Workforce Management team focuses on forecasting customer demand, aligning staffing to business needs, and ensuring consistent service delivery across contact center operations. The team partners closely with operations, analytics, and vendor teams to maintain reliable service levels while adapting to changing customer behavior and business priorities. You’ll contribute to improving forecasting accuracy and workforce efficiency across a blended employee and BPO environment!

As a Workforce Management Forecasting and Capacity Planning Analyst, you will develop forecasts, build capacity plans, and analyze performance data to support staffing decisions. You will work across short- and long-term planning horizons, using data to identify trends and recommend adjustments. This role partners with cross-functional teams to address service level challenges and improve operational outcomes through clear, data-driven insights.

This role is based in our Westlake, TX or Denver, CO offices, with in-person attendance expected at least 3 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

Applications for this role will be accepted through April 21st, 2026. Please connect with your recruiter for more information about this role’s application window.

What you’ll do

• Build and maintain forecasting models to predict customer demand, contact volumes, and workload using statistical methods
• Analyze historical data to identify trends and run scenario analyses to support planning decisions
• Create capacity plans across short-, medium-, and long-term timeframes to align staffing with expected demand
• Monitor performance metrics such as service levels, productivity, and resource utilization, and recommend adjustments
• Partner with operations, HR, and other teams to align workforce plans with business goals
• Prepare reports and present forecasting results, capacity plans, and recommendations to leadership
• Support planning for peak periods, campaigns, and unexpected changes in demand
• Contribute to projects that improve workforce planning processes and service outcomes

What you bring

•  You have a bachelor’s degree or equivalent experience in business, analytics, statistics, or a related field
• You have 5+ years of experience in workforce management or contact center forecasting
• You have 3+ years of experience in data analysis and project-based work
• You have experience using workforce management tools such as Assembled, Aspect, Calabrio, or NICE
• You can clearly present data insights and recommendations to stakeholders
• You are comfortable working with forecasting, scheduling concepts, and performance reporting
• You have experience optimizing staffing in contact center environments
• You have experience using AI tools to support forecasting, analysis, or planning work

What we offer

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces

Your Mission 

We are seeking a driven and detail-oriented Enterprise Risk Analyst to support two distinct but interconnected lines of effort: Enterprise Risk Management (ERM) and Third-Party Vendor Risk Management (TPVRM). Reporting to the Senior Enterprise Risk Manager, you will play a hands-on role in executing risk assessments, maintaining program documentation, tracking remediation activities, and building the data foundation that powers executive-level risk decision-making. 

This role is ideal for a mid-career risk professional who is fluent in frameworks such as NIST RMF and CMMC, is developing practical experience with risk quantification methodologies like FAIR and OCTAVE, and is eager to grow within a fast-paced aerospace and defense SaaS environment. You will work closely with engineering, security, legal, compliance, and operations teams to help identify, document, and track risk across the enterprise and its third-party supply chain. 

Responsibilities:

Enterprise Risk Management 

• Support the design, execution, and continuous improvement of the enterprise risk management program under the direction of the Senior Enterprise Risk Manager. 

• Assist in conducting structured risk assessments using OCTAVE or similar threat-and-asset-centric methodologies, documenting findings, threat profiles, and recommended mitigations. 

• Support the application of FAIR methodology to help quantify risks in financial terms and contribute to risk prioritization analyses for leadership. 

• Maintain and update the enterprise risk register, ensuring accuracy of risk ratings, ownership assignments, remediation status, and residual risk tracking. 

• Build and maintain program dashboards, KPI/KRI reports, and status tracking using tools such as Jira, Confluence, enterprise GRC platforms, and MS Project. 

• Assist with audit readiness activities including evidence collection, pre-assessment preparation, control documentation, and post-audit remediation tracking. 

• Support POA&M management for IL5 and IL6 environments, tracking open items to closure and escalating blockers to the Enterprise Risk Manager. 

• Contribute to the development and maintenance of risk policies, standards, and guidelines aligned to NIST SP 800-53 Rev. 5, NIST SP 800-171, RMF, and CMMC Level 3. 

• Coordinate and track internal audit schedules, findings, and corrective action plans across business units. 

Third-Party Vendor Risk Management 

• Execute vendor risk assessments as part of the onboarding and periodic review lifecycle, including security questionnaire administration, documentation review, and risk scoring. 

• Maintain the vendor risk inventory and lifecycle tracking records, ensuring all vendors are appropriately tiered and assessed on schedule. 

• Monitor vendor risk signals including cybersecurity advisories, regulatory actions, and contractual compliance status, escalating material changes to the Enterprise Risk Manager. 

• Support contract and procurement teams by providing vendor risk assessment findings and recommended risk mitigation language. 

• Assist in ensuring TPVRM program alignment with CMMC supply chain requirements, DFARS clauses, and ITAR/export control considerations for critical suppliers. 

• Develop and maintain vendor risk reporting inputs and dashboard content to support executive-level visibility into third-party risk exposure. 

Cross-Functional Collaboration 

• Serve as a reliable day-to-day point of contact for risk-related inquiries from internal stakeholders across engineering, security, operations, and legal teams. 

• Track program milestones, action items, and deliverables, proactively communicating status and flagging risks or dependencies to the Enterprise Risk Manager. 

• Continuously improve risk program workflows, documentation templates, and reporting processes to support scalable and repeatable execution. 

• Support the preparation of materials for internal leadership briefings, external assessor interactions, and government partner reviews. 

Qualifications 

• 5+ years of experience in enterprise risk management, GRC, cybersecurity risk, compliance, or a closely related discipline. 

• Working knowledge of NIST SP 800-53, NIST SP 800-171, DoD RMF (IL5/IL6), and CMMC, with direct experience supporting assessments or audits under one or more of these frameworks. 

• Familiarity with risk assessment methodologies including FAIR and/or OCTAVE, with a desire to deepen applied expertise in risk quantification. 

• Experience supporting or executing third-party/vendor risk assessments, including questionnaire administration, documentation review, and risk tracking. 

• Hands-on experience with program management and GRC documentation tools including Jira, Confluence (Atlassian suite), MS Project, enterprise GRC platforms, and MS Visio or Lucidchart. 

• Strong written and verbal communication skills, with the ability to clearly document findings and translate risk concepts for both technical and non-technical audiences. 

• Highly organized, self-directed, and comfortable managing multiple workstreams simultaneously in a fast-paced, regulated environment. 

• Active or ability to obtain SECRET, TS/SCI security clearance. 

• Must be a U.S. citizen, lawful permanent resident, or protected individual per ITAR requirements (8 U.S.C. 1324b(a)(3)). 

Preferred Qualifications 

• Background in startup, aerospace, defense technology, or SaaS companies operating in regulated government markets. 

• Industry certifications such as:  

• Certified in Risk and Information Systems Control (CRISC) 

• Certified Information Systems Auditor (CISA) 

• Open FAIR Certification (The Open Group) 

• CompTIA Security+ or equivalent 

• Certified ScrumMaster (CSM) or similar Agile certification 

• Experience with cloud environments, particularly Azure Government and/or AWS GovCloud. 

• Familiarity with POA&M management, SSP documentation, and audit evidence collection in DoD authorization contexts. 

• Working knowledge of ITAR, EAR, DFARS, and export control considerations as they relate to vendor and supply chain risk. 

• Familiarity with Agile/Scrum and hybrid project delivery models. 

Compensation 

• Base Salary: Denver - $115,000 to $155,000, Long Beach - $120,000 to $165,000, Washington, DC - $120,000 to $165,000 

• Equity + Benefits including Health, Dental, Vision, HRA/HSA options, PTO and paid holidays, 401K, Parental Leave 

Your actual level and base salary will be determined on a case-by-case basis and may vary based on the following considerations: job-related knowledge and skills, education, location, and experience. 

Additional Requirements 

• Work Location: This role will be onsite at one of our office locations: Centennial, CO, Long Beach, CA, or Washington, DC  #LI-Onsite 

• Work Environment: Standard office setting, working at a desk or in a production factory environment 

• Physical Demands: May include frequent standing, sitting, walking, bending, and lifting or carrying items up to 20 lbs. 

This position will be open until it is successfully filled. 

To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), you must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State. 

We value diversity of experience, knowledge, backgrounds, and perspectives and harness these qualities to create extraordinary impact. True Anomaly is committed to equal employment opportunity regardless of sex, race, religion or belief, ethnic or national origin, disability, age, citizenship, marital, domestic or civil partnership status, sexual orientation, gender identity, pregnancy, maternity or related condition (including breastfeeding) or any other basis as protected by applicable law. If you have a disability or additional need that requires accommodation, please do not hesitate to let us know. 

What You’ll Do 

The main function of this role will be to review data received from Strive clients and determine if the data is complete and accurate. If the data is not complete and accurate, the Senior Analyst will quantify the impact of imperfect data and work with the client to resolve the issues. The role will include the benefit of an actuarial study program designed to motivate and support you through your exams. This role will report to the Sr. Director, Actuarial. 

The Day to Day 

• Review contracts to find instances of client non-compliance, and quantify the value of said non-compliance
• Audit the data we receive for our risk partnerships and ensure completeness and accuracy
• Review material changes impacting risk settlements and quantify the impact 
• Communicate instances of non-compliance to internal and external stakeholders
• Partner with key stakeholders across Strive’s Finance, Client Success, and Growth functions to identify data-driven opportunities to add value to existing and potential partners.
• Present models and delivers insights/expertise to a diverse audience and communicates analyses and results to internal and external partners. 

Minimum Qualifications 

• Bachelor’s degree in Mathematics, Statistics, or related field.
• 2+ years experience in Actuarial services, Healthcare Economics, or related field.
• Minimum three completed actuarial exams
• Internet Connectivity - Min Speeds: 3.8Mbps/3.0Mbps (up/down): Latency <60 ms.  
• Ability to travel and be onsite to meet business needs. 

Preferred Qualifications 

• Experience applying or reviewing medical claim grouper logic
• Strong oral and written communication skills.
• Experience in value-based care preferred.
• Experience with CMS shared savings programs strongly preferred.
• Experience in Commercial, Medicaid or Medicare analysis.
• Experience using advanced Microsoft Excel functions and SQL.

Annual Salary Range: $85,500 - $104,000.  This position is also eligible for a target annual bonus of 10%

The Role

We are looking for a hyper-organized and process-driven Marketing Operations Analyst to serve as the financial backbone of our marketing department.

This is not a creative marketing role; it is an operational role designed for someone who thrives in spreadsheets, loves solving discrepancies, and believes that accuracy is paramount. You will be the primary bridge between Marketing and Finance, ensuring our budget is tracked to the penny.

Key Responsibilities

1. Budget Management & PO Processing

• Budget Reporting: Prepare and distribute regular budget pacing, variance reports, planned spend vs. actual spend.
• End-to-End PO Management: Own the creation, submission, and tracking of all Marketing Purchase Orders (POs). You will ensure POs are opened accurately and in a timely manner. 
• Budget Tracking: Maintain and update master budget trackers in real-time. You will monitor spend against allocated budgets for various teams (Events, Digital, Content) and ensure they have visibility into what is committed.
• Accruals & Variance Analysis: Assist in identifying monthly accruals and flagging budget variances immediately.

1. Finance Reconciliation

• Month-End Close: Partner closely with the Finance team during the month-end close process. You will act as the liaison in marketing to resolve resolve any discrepancies in the General Ledger.
• Monthly forecasting: Meet with all marketing budget owners to lock in monthly forecasts and ensure Finance has the information they need to ensure an accurate lock.

1. Process Optimization

• Identify bottlenecks in the procurement or commission process and suggest improvements to streamline workflows.
• Maintain documentation for all financial processes and operational playbooks.

What You Bring (Qualifications)

• Location: You are based in Denver, CO and able to work [On-site/Hybrid].
• Experience: 2+ years of experience in Marketing Operations, Sales Operations, or a Finance-adjacent role.
• Extreme Attention to Detail: You spot typos in spreadsheets that others miss. You are meticulous about numbers and data integrity.
• Financial Literacy: You understand basic financial concepts (Opex, Accruals, POs, Invoicing).
• Technical Skills:
• Advanced proficiency in Excel/Google Sheets (VLOOKUP, Pivot Tables, and formulas are second nature to you).
• Experience with CRM platforms (e.g., Salesforce) and Procurement software (e.g., Coupa, NetSuite, or similar) is highly preferred.
• Familiarity with reporting tools like Tableau
• Communication: Ability to explain complex budget constraints to creative marketers and operational details to Finance partners.

Why This Role Matters

You will be the guardian of our marketing efficiency. By ensuring our budget is accurate and our SDRs are paid correctly, you enable the wider team to focus on driving growth without operational friction.

Base Hiring Range: $60,000 - $70,000

In accordance with Colorado’s Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.

Financial Analyst

We're looking for a Go-to-Market Financial Analyst to be a dedicated partner for our global Sales teams. In this role, you'll be the go-to expert for managing sales expenses, headcount, and helping us make smart, data-driven decisions that fuel company growth. You'll work closely with Sales leadership to provide the financial insights they need to enable Ping Identity’s maximum top-line impact.

The Right Fit

This role is for someone who loves the details but also sees the bigger picture. You're a proactive problem-solver who jumps in to help teams find solutions. You thrive in a fast-paced environment and genuinely enjoy collaborating with others. The role is based out of our downtown Denver headquarters with an expectation of being in the office one day per week.

On our team, you'll find a group of people who are curious, accountable, and always working to make things better. We're looking for someone who shares that positive, roll-up-your-sleeves attitude. If you're looking for a place where you can make a real impact alongside a team of bright, motivated peers, this is it. Join us and help shape the future of Ping Identity!

What You'll Do

• Manage expenses: Being integral part of the sales expense accrual process, collaborating directly with the team to ensure costs are captured accurately.

• Own the sales budget: Lead the forecasting and budgeting processes for all global sales teams and initiatives.

• Reconcile with precision: Dive into the details, meticulously reconciling budget vs. actuals and providing clear insights into spending trends.

• Process Improvement: Drive reporting consistency and simplification, streamlining how we track sales performance metrics and operational spend.

• Leverage Anaplan: Use Anaplan for all reporting, tracking, and analysis, helping to build a single source of truth for sales headcount and financials.

What You'll Bring

• 3+ years of experience in financial analysis, with a focus on expenses and headcount.

• A strong accounting foundation, with hands-on experience in managing accruals and expense recognition.

• Strong experience with budget vs. actual reconciliation, financial reporting, and forecasting.

• Direct experience with Anaplan for financial reporting and planning.

• You are an expert with Excel and comfortable building robust financial models.

• You have a bachelor’s degree in finance or a related field, or equivalent experience.

Salary Range: $80,000-$90,000

In accordance with Colorado’s Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.

Job Summary

The Product Analyst, Commercial Insurance supports the Sr. Commercial Product Leader across all product development, pricing, research, and filing activities. This role is ideal for an early-career insurance professional with strong analytical and technical skills who is excited to learn, innovate, and contribute to building modern commercial insurance products.

The Product Analyst will play a key role in product development projects, actuarial and competitive research, regulatory filings, data analysis, pricing model support, and development of forms and coverage structures. This role is highly cross-functional, partnering with underwriting, actuarial, claims, compliance, engineering, and data teams.

Key Responsibilities

Product Development Support

• Assist in developing and enhancing commercial P&C products across multiple lines of business.
• Support the Sr. Commercial Product Leader in drafting product requirements, preparing product documentation, and coordinating cross-functional workstreams.
• Participate in the research, planning, and evaluation of new product initiatives.

Analytics & Pricing

• Conduct data analysis to support pricing, product design, risk segmentation, and rate adequacy.
• Build and maintain analytical models using SQL, Python, R, SAS, or other statistical tools.
• Assist in monitoring product performance, including loss trends, underwriting patterns, and competitive benchmarks.
• Support the development of rating structures and pricing models for new and existing products.

Regulatory Filing Support

• Assist with state filing activities, including preparing components of filings, compiling exhibits, and supporting responses to regulator questions.
• Help maintain organized documentation and filing artifacts for tracking and compliance.

Market Research & Competitive Analysis

• Conduct research on competitor forms, rates, rules, and market trends to inform product decisions.
• Support competitive analysis that informs coverage design, pricing, and product positioning.

Cross-Functional Collaboration

• Work closely with underwriting, actuarial, claims, compliance, and engineering teams to support product implementation and updates.
• Assist with product testing and validation during system implementations or upgrades.
• Work on projects and initiatives supporting the Sr. Commercial Product Leader across product strategy, enhancement, and modernization efforts.

Additional Responsibilities

• Help create dashboards, reports, and insights using tools such as Power BI or other visualization platforms.
• Support documentation, training materials, and product communications.
• Contribute to automation and workflow improvements using AI tools, including OpenAI platforms (a plus).

Qualifications

Experience

• 3+ years of experience in the insurance industry, including roles in underwriting, claims, product, actuarial support, or data analytics.
• Experience working in an analytical capacity preferred (pricing, analytics, modeling, or quantitative problem-solving).
• Hands-on experience with SQL, Python, R, SAS, or similar tools.
• Experience with visualization tools (Power BI preferred).
• Experience with insurance product management or product development processes is a plus.
• Experience working with AI tools (including OpenAI platforms) is a bonus.

Education

• Bachelor’s degree required, ideally in Business, Math, Statistics, Economics, Finance, Insurance, Data Science, Actuarial Science, or related fields.
• Master’s degree is a plus.
• Insurance certifications (CPCU, AINS, ARM, etc.) are a plus.

Knowledge & Skills

• Strong analytical and quantitative skills; ability to manipulate and interpret data.
• Curiosity and a desire to learn commercial insurance product development.
• Excellent problem-solving skills with attention to detail.
• Effective communication skills, both written and verbal.
• Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment.
• Basic understanding of commercial P&C insurance products, coverage concepts, or rating principles preferred.