The Opportunity:

The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers. Through advanced technology and a team-based approach, we care for patients 24 hours a day, 365 days a year. Our team is united by intellectual curiosity, inclusiveness, and a powerful mission: transforming healthcare and bringing world-class primary care to everyone.

Employment type:

• Full time 40 hours including evenings and weekends

What you’ll be working on:

• Treating patients via tele-health visits, including telephonic triage calls, video visit appointments, and email follow-ups
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with both virtual and in-office teammates via daily huddles
• Utilization of your specific clinical training and opportunities to give exceptional care to patients virtually
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Completion of master’s degree in an accredited Physician Assistant program (MSPAS)  and is maintaining active NCCPA certification.
• In the past 5 years, practiced as an Advanced Practitioner for at least:
• 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) 
• Currently licensed in CA with ability to obtain additional state licenses
• Ability to work weekday and weekend shifts (every other Saturday AND or Sunday required)
• Current shifts range from (6am - 12am PST)
• Excellent clinical and communication skills 

One Medical providers also demonstrate:

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

This is a full-time virtual role. 

One Medical is committed to fair and equitable compensation practices.

The base hourly range for this role is $59.10 to $65.50 per hour (plus evening and weekend differential) based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. Additional pay may be determined for those candidates that exceed these specified qualifications and requirements. For more information, visit https://www.onemedical.com/careers/.

About the team + role

The Concierge team is expanding its capabilities to support customers with financial planning, advice, education, and long-term financial organization. This team works closely with Robinhood Asset Management. product, and compliance to deliver accurate, compliant planning experiences. You’ll play a key role in shaping how Robinhood supports customers in organizing their financial lives and understanding their options!

As an individual contributor in a Relationship Manager role, you will support customers throughout their service journey while guiding them through structured financial planning processes. You will support the full Concierge suite of services, including financial planning, tax services, estate planning, and account-related support, helping customers navigate each area through structured guidance and coordination with internal teams and external partners. You will lead conversations to understand customer goals, help organize financial information, and interpret planning outputs in a clear and accessible way. Our clients are largely self-managed or participate in Robinhood Strategies, so this role can focus on the bigger picture while providing ongoing advice and guidance. You will also coordinate across teams and service providers to ensure each interaction is timely, accurate, and aligned with regulatory standards. Your work will strengthen customer engagement, clarity, and confidence in financial decision-making.

This role is based in our Chicago, IL, Lake Mary, FL, Westlake, TX, Denver, CO, New York, NY, and Menlo Park, CA 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. Local travel may be required to meet with customers and participate in in-person events.

What you’ll do 

•  Guide customers through structured financial planning processes by reviewing, organizing financial data, defining goals, and explaining plan outputs in a clear, actionable way
• Support customers across the ever-evolving Concierge suite of services, including financial planning, tax services, estate planning, and account-related needs, coordinating with internal teams and external partners
• Provide education on financial planning topics while ensuring all interactions remain compliant and adhering to the proper policies when providing advice and guidance
• Conduct ongoing plan reviews, identify opportunities to improve customer understanding, and connect customers with appropriate specialists when needed
• Help increase customer engagement with Robinhood products by supporting asset consolidation, encouraging broader product usage, and delivering a consistent, high-quality service experience
• Maintain accurate documentation and follow firm and regulatory standards across all customer interactions
• Bring a human touch and empathy to the experience of clients engaging with our offering.

What you bring

• Clean U5 and current Series 7 and 63, or ability to acquire within 120 days.
• CFP® certification required
• Experience in financial planning, banking, wealth management, or related financial services roles
• Ability to build and explain long-term financial plans that reflect individual goals, tax considerations, and estate planning needs
• Experience supporting high-value and complex client relationships, with a focus on delivering clear, responsive, and organized service
• Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner
• Commitment to acting in the customer’s best interest while adhering to regulatory requirements
• Ability to communicate complex financial concepts clearly to a wide range of customers
• The ability to thrive in a dynamic environment, with a constant drive to increase and enhance the value of our offering.
• A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role.

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.

Delivering Customer Success is an important focus for Dataiku. As a Senior Customer Success Engineer (CSE) within our Solutions Engineering team, you’ll help Dataiku’s customers achieve meaningful outcomes with business analytics, AI/ML, and Gen AI. 

In this technical and consultative customer-facing role, you’ll focus on technical programming to increase adoption through product enablement and one-to-many user engagement. You’ll leverage your understanding of enterprise analytics, high-impact communication abilities, and hands-on data science skills to add business value. This role will also partner closely with cross-functional teams, including Account Executives, Sales Engineers, and Professional Services and Partners to accelerate end-user adoption.

How you’ll make an impact 

• Work closely with Dataiku’s customers, focusing on onboarding, increasing user adoption, retention, and satisfaction.
• Possess deep technical knowledge of the Dataiku platform to educate customers on best practices within the Dataiku platform. 
• Develop a deep understanding of customer business, use cases, and outcomes to guide their success with Dataiku's products and services.
• Execute demonstrations of new product features and conduct hands-on workshops in collaboration with the Sales Engineers. 
• Establish regular touchpoints with customers to advise users on using Dataiku for their specific business needs, including hands-on support as appropriate.
• Execute programs to create self-sustaining enablement and evangelism of Dataiku within customer accounts.
• Collaborate with Account Executives and Sales Engineers to drive customer engagements with the Dataiku platform and identify opportunities for expansion (both software and professional services) that can drive additional value for customers.
• Document and share the adoption status and key information to inform internal forecasting and renewal.
• Collaborate with other Dataiku functions (such as marketing) on capturing and sharing the customer stories publicly. 
• When identifying technical issues that block user adoption, coach administrators and users to initiate support tickets for timely resolution. 
• Stay current on Dataiku’s products, competitive landscape, and data science trends.
• Willingness to travel up to 25%.

What you’ll need to be successful

• Bachelor’s degree in Data Science, Business Analytics, Statistics, Computer Science, or a related technical field.
• Minimum of four years of experience in sales engineering, technical or solutions consulting, post-sales technical delivery, or data science roles with a proven track record of customer trust and satisfaction.
• Strong written and oral presentation skills, capable of engaging both business and technical stakeholders.
• Strong technical, analytical, and problem-solving skills.
• Experience in building and operating communities of practice.
• Ability to navigate ambiguity, build consensus, foster accountability, and work with urgency to deliver customer outcomes.
• Ability to tailor messaging to personas with varying levels of technical acumen, including no-code and high-code users
• Dataiku advanced designer, Snowflake SnowPro Core and Databricks Business Analyst certifications preferred (not required).
• Preferably located within the Northeast region of the United States. 

What will make you stand out

• Never-ending intellectual curiosity, detail-oriented, and analytical.
• Hands-on experience with data storage and computing infrastructure (SQL, Kubernetes, etc.) and proficiency with Python, R, SQL
• Knack for public speaking with appreciation for engaging with all levels of customer teams, from individual contributors to leadership.
• Passion for technology, the data and analytics space, and enjoyment learning new solutions, features, and functionalities, translating these into business value for customers.
• Experience in Analytics/AI or other enterprise software (preferred but not required).

The Opportunity

As a One Medical Medical Assistant, internally knowns as a Lab Services Specialist, at one of our offices presently focused on our Senior Health member population (age 65+), you’ll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. Reporting to the Operations Manager and collaborating closely with our diverse team of providers and administrative assistants, you’ll be an integral part of our patient’s primary care team both on a local office level and as a part of your larger district. You’ll utilize the highest quality standards to perform specimen collections and processing, while providing a personalized and calming experience for our patients. You will use a growth mindset to navigate the rapidly changing technology and workflows that keep us on the forefront of modern day healthcare, all while providing best in class, human-centered care to our patients. 

You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect.

What you’ll work on:

• Provide best in class venipuncture services
• Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs
• Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization 
• Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting
• Master our technology suite including, but not limited to Slack, G-suite, Zoom, and our Electronic Medical Record System 1Life, in order to interact with team members and complete daily work

These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management.

What you’ll need:

• At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment
• Strong written and verbal communication skills 
• A High School Diploma or equivalent 
• Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously
• Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) 
• A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care 
• A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks
• Phlebotomy experience and/or certification preferred
• Experience with extended scope care including but not limited to non-blood specimen collection and processing, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs preferred

One Medical is committed to fair and equitable compensation practices

The range for this role is $21.50-$23.50 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit https://www.onemedical.com/careers/

This is a full-time role, working 40 hours per week, based in-person with our team and patients at offices in Aurora, CO, working Monday-Friday, 8:00am-5:00pm, at one of our offices presently focused on our Senior Health member population (age 65+).

The Opportunity

As a Float Phlebotomist/Administrative Assistant, internally known as a Flex One Medical Lab Services Specialist/ Member Support Specialist, at one of our offices, you’ll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinators, Operations Manager, or providers.  Our Flex Lab Services Specialist/Member Support Specialist support multiple offices in a Market. 

You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect.

What you’ll likely work on:

• Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative,  and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary
• Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location
• Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, (stop here for NYC) ear lavages, vaccines, PPD tests, and swabs
• Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization
• Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting
• All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc
• Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. 
• Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization
• Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work

These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification.  They are not to be construed as an exhaustive list of job duties performed by personnel in this classification.  Other job related duties may be assigned by management.

What you’ll need:

• At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment
• Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions
• Strong written and verbal communication skills 
• A High School Diploma or equivalent 
• Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously
• Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) 
• A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care 
• A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks

Competitive salary: starts at $23.00 per hour based on a full time schedule

One Medical is committed to fair and equitable compensation practices

The range for this role is $23.00-$25.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit https://www.onemedical.com/careers/

This is a full time role (40 hrs/week) with 8 hr shifts generally taking place between 7am-5pm, Monday-Saturday, based in Littleton, CO and Englewood, CO. Flex Lab Services Specialists/Member Support Specialists lend support to multiple One Medical locations in a market and location and schedule are subject to change. 

The Opportunity

As a Float Medical Assistant, internally known as a Flex One Medical Lab Services Specialist/ Member Support Specialist, at one of our offices, you’ll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinators, Operations Manager, or providers.  Our Flex Lab Services Specialist/Member Support Specialist support multiple offices in a Market. 

You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect.

What you’ll likely work on:

• Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative,  and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary
• Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location
• Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, (stop here for NYC) ear lavages, vaccines, PPD tests, and swabs
• Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization
• Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting
• All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc
• Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. 
• Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization
• Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work

These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification.  They are not to be construed as an exhaustive list of job duties performed by personnel in this classification.  Other job related duties may be assigned by management.

What you’ll need:

• At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment
• Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions
• Strong written and verbal communication skills 
• A High School Diploma or equivalent 
• Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously
• Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) 
• A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care 
• A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks

Competitive salary: starts at $23.00 per hour based on a full time schedule

One Medical is committed to fair and equitable compensation practices

The range for this role is $23.00-$25.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit https://www.onemedical.com/careers/

This is a full time role (40 hrs/week) with 8 hr shifts generally taking place between 7am-5pm, Monday-Saturday, based in Littleton, CO and Englewood, CO. Flex Lab Services Specialists/Member Support Specialists lend support to multiple One Medical locations in a market and location and schedule are subject to change. 

The Opportunity

As a One Medical Phlebotomist, internally knowns as a Lab Services Specialist, at one of our offices presently focused on our Senior Health member population (age 65+), you’ll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. Reporting to the Operations Manager and collaborating closely with our diverse team of providers and administrative assistants, you’ll be an integral part of our patient’s primary care team both on a local office level and as a part of your larger district. You’ll utilize the highest quality standards to perform specimen collections and processing, while providing a personalized and calming experience for our patients. You will use a growth mindset to navigate the rapidly changing technology and workflows that keep us on the forefront of modern day healthcare, all while providing best in class, human-centered care to our patients. 

You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect.

What you’ll work on:

• Provide best in class venipuncture services
• Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs
• Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization 
• Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting
• Master our technology suite including, but not limited to Slack, G-suite, Zoom, and our Electronic Medical Record System 1Life, in order to interact with team members and complete daily work

These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management.

What you’ll need:

• At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment
• Strong written and verbal communication skills 
• A High School Diploma or equivalent 
• Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously
• Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) 
• A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care 
• A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks
• Phlebotomy experience and/or certification preferred
• Experience with extended scope care including but not limited to non-blood specimen collection and processing, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs preferred

One Medical is committed to fair and equitable compensation practices

The range for this role is $21.50-$23.50 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit https://www.onemedical.com/careers/

This is a full-time role, working 40 hours per week, based in-person with our team and patients at offices in Aurora, CO, working Monday-Friday, 8:00am-5:00pm, at one of our offices presently focused on our Senior Health member population (age 65+).

EverPass is seeking a Technical Partner Manager to own the build-out of our Approved Developer ecosystem for AV control systems. This role is the primary driver for enabling AV control system partners to develop high-quality integrations with EverPass — and for getting those integrations published and available to customers through official vendor storefronts, or key product platform features. You will manage the full lifecycle from partner intake through storefront launch, coordinating across Product, Solutions Engineering, Legal, and Marketing to hit hard external deadlines.

This is a senior, cross-functional ownership role. You will be the point person for relationships with enterprise AV vendors (i.e. Crestron, RTI, SAVI, and others) and their developer and partnership programs, and you will drive the legal, marketing, and technical workstreams required to place EverPass on each platform's official store, or within their platform. You will own all key partner relationships and create an EverPass developer ecosystem. 

Key Responsibilities 

• Own end-to-end partner lifecycle for Approved Developers — intake and qualification, commercial paperwork (SOWs, NDAs, TPP agreements), technical onboarding, and production launch 
• Lead storefront submission for all platforms including developer program enrollment, certification coordination, and fulfillment of each platform's specific legal and asset requirements
• Drive legal workstreams in partnership with Legal — including third-party partner agreements, API terms of service, and storefront-specific paper — ensuring alignment to production API and launch deadlines
• Coordinate with Marketing on listing assets (copy, icon/logo, screenshots, demo video, keywords) to each platform's spec, and on launch sequencing and co-marketing motions
• Manage technical relationships with driver development partners and software-led API partners.
• Evaluate partner technical capabilities and integration approach; validate that partner-built drivers meet EverPass quality standards
• Provide hands-on guidance and support through sandbox, validation, and production phases
• Lead cross-functional coordination across Legal, Marketing, Solutions Engineering, and Product.
• Surface integration patterns and partner feedback to Product to improve APIs over time
• Work with Product and other cross-functional stakeholders to develop a roadmap for key capabilities for the EverPass AV Ecosystem. 
• Solicit feedback from all consumers of the API and help to draft new requirements and key functionality to be offered to the ecosystem. 

Qualifications 

• 4–7 years in Technical Partner Management, Solutions Engineering, Developer Relations, or Platform Ecosystem roles 
• Demonstrated experience owning developer or partner program submissions — app stores, vendor storefronts, or similar certification-gated ecosystems 
• Comfortable driving commercial and legal workstreams (SOWs, NDAs, partner agreements) in coordination with Legal, without needing hand-holding 
• Experience managing relationships with enterprise vendors or large technology partners at a peer level 
• Strong working knowledge of APIs (REST, auth, payload debugging) and the ability to engage credibly with engineers on both sides 
• Proven ability to coordinate cross-functional teams — Legal, Marketing, Engineering — under hard external deadlines 
• AV industry experience required or strongly preferred (Crestron, Q-SYS, RTI, and others) 
• Comfortable operating in an early-stage environment with incomplete processes and high ownership expectations 

Nice-to-Have 

• Experience supporting or building AV control system integrations 
• Familiarity with league-calendar-driven product timelines (sports, media, or venue technology) 
• Basic scripting or API debugging skills 

Expected Compensation: The anticipated range for a new hire into this position is $115,000 - $130,000. In compliance with local law, the range above reflects the current hiring range for this position. EverPass takes into consideration the qualifications, skills, and experience of the candidate, expected quality and quantity of work, and internal pay alignment when determining the salary level for potential new employees. EverPass expects to hire for this position at the mid-range salary, with the possibility of considering a higher salary only in rare cases when EverPass determines an external candidate possesses exceptional qualifications significantly exceeding the job requirements. 

About Us: 
EverPass Media is a comprehensive media platform dedicated to commercial businesses, that aggregates, distributes and enables streaming of live sports and entertainment content, and offers a wide array of consumer engagement and performance marketing tools for bars, restaurants, hotels and other commercial venues. Launched initially as the exclusive distributor of NFL Sunday Ticket to commercial establishments in the United States, EverPass partners with rightsholders, distribution partners and business owners to unlock greater access to premium live events and drive business growth. EverPass was founded in 2023 in partnership with RedBird Capital Partners and 32 Equity, the strategic investment arm of the National Football League. TKO Group Holdings, parent company of UFC and WWE, joined as an investor in 2024. 
  
Benefits and Perks:  
•    Competitive Compensation  
•    Medical, dental, vision, life, and long-term and short-term disability insurance 
•    Professional Development Programs 
•    Access to senior management and mentoring opportunities 
•    Employee Recognition Program 
•    Paid Parental Leave 
•    Mental Health and Recharge Days  
•    401k Match 
•    Pre-tax Transportation 
•    Employee Assistance Program 
•    In-person and Virtual Social Events including: Team Wins and Highlights from the Month, Cultural and Diversity Spotlights, and Happy Hours 
  
This is a chance for you to join a challenging and inspiring environment where you will have the possibility to make a daily impact. Every day you will work alongside helpful and down-to-earth colleagues who are dedicated and ambitious. Together we create an innovative environment that drives EverPass forward. If you are the right person for the role you will be part of a fantastic journey in a dynamic, high-growth business. We look forward to your application. 

EverPass is an equal opportunity workplace and an affirmative-action employer. We are always committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Discrimination is not welcome on the basis of any other status protected by the laws or regulations in the locations where we work. 

Job Summary:

We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.  We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager  has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

Essential Job Functions will include:

• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
• Create quarterly estimates and projections.
• Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
• Perform tax research
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Work with tax staff to respond to tax notices and review of correspondence
• Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
• Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
• All other duties as assigned

Required Knowledge, Skills, and Abilities:

• Minimum 5+ years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or related field

• Strong tax code knowledge and general accounting skills

• CPA and/or EA required
• Master’s degree in Tax a plus
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
• Highly organized and tax-oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills

Work Schedule:  This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

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 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

About the Role

The Verkada Team is seeking a Fulfillment Specialist to join our Fulfillment team remotely! We are looking for a self-starter to support our global Operations and Sales teams. This opportunity requires an experienced individual with excellent problem-solving abilities, high attention to detail, and a can-do attitude!

What You'll Do

• Communicate order and return status updates to customers and internal stakeholders via email, phone, and in person.
• Process incoming orders, validate purchase order contents are accurate, and engage with our warehouses to ensure timely dispatch.
• Process incoming returns from our customers and the warehouse. This includes receiving, categorizing, and initiating the refurbishment process.
• Work with the larger operations (Global Operations, Supply Chain) team to support inbound and outbound shipments, escalations and exceptions.
• Collaborate with Finance on various returns / orders issues.
• Take on other projects and tasks to help support Verkada operations

What You Bring

• +2 years minimum experience in a call center setting
• Email handling and order entry experience in high volume environment
• Proficient with both written and verbal communication (email and phone). Knowledge of email etiquette is required
• Ability to complete tasks and projects independently with minimal supervision, requiring self-discipline, self-motivation, and the ability to manage time effectively
• Strong attention to detail, comfortable working in a fast-paced startup environment, and a team player with a positive attitude
• Must be able to pass a customer service assessment
• NetSuite and Salesforce experience (not required, but a plus)
• Bachelor's Degree preferred
• Located in MST or CST timezone 

US Employee Benefits

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

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

Additional Information

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

About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done. 

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions - virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets. 

If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary 

SRS Acquiom is a recognized thought leader in M&A space and an emerging thought leader in other adjacent spaces, with proprietary insights and data-driven content that differentiates us in the market. As we expand our brand, we are seeking a Director, Content Strategy to lead and evolve our thought leadership engine.

This role sits at the intersection of strategy and execution. The Director will own the end-to-end lifecycle of thought leadership: from identifying high-impact opportunities, to shaping editorial direction through collaboration with other marketing colleagues (brand, demand gen, SEO, etc.), managing production and publishing of designed and web-based content, and managing the vast content library. The right candidate will have meaningful experience and passion for creating short and long-form thought leadership, leveraging both data and subject matter expertise to drive impact for the business. This individual will partner closely with subject matter experts and manage third parties vendors to identify and translate complex insights into compelling, business-driven narratives that support marketing, sales, and brand authority.

As an ideal candidate, you will be both a strategist and a hands-on operator: someone who can define where we should lead or add to the conversation on timely topics, while also rolling up their sleeves to write, edit, refine, and guide content through approval cycles to completion. You are highly agile, self-directed, and comfortable managing multiple workstreams while maintaining a clear connection between content and business outcomes. You adeptly foster connections at all business levels, collaborating to create, while simultaneously guiding decisions through thoughtful executive communication.

Salary: $150k and $160k, depending on level of experience.

Location: This is a remote role for candidates located within the Continental United States and requires a minimum of one week (25%) of each month traveling to and working from our headquarters in Denver, CO 

Primary Responsibilities

Thought Leadership Strategy & Opportunity Identification

• Develop strategy for thought leadership content leveraging deep knowledge of business goals, campaign strategies, SEO/SEM, and earned media strategies.
• Ability to proactively identify high-value content opportunities based on market trends, news cycles, proprietary data, and business priorities—and translate them into a clear, differentiated editorial strategy that aligns with business and marketing goals.
• Understand audience behaviors, content needs, and consumption patterns by staying in tune with the market and competitive activity. Strong knowledge of evolving content consumption by channel and the impact of content form.
• Develop thought leadership content with legs, ensuring that we can maximize the impact of a single piece and leverage the existing library in new and innovative ways while creating reader journeys that drive the business.

End-to-End Content Orchestration & Project Management

• Responsible for managing by influence to deliver content on time, on budget, and aligned with key stakeholders and strategic objectives.
• Strong ability to work with subject matter experts to uncover, shape, and elevate insights into compelling narratives without losing accuracy or authority.
• Work cross-functionally with the web and campaigns teams to publish content.
• Work with internal SME and external writing resources. Managing freelancers or agencies as needed. Strong budget management skills.

Editorial Leadership & Content Quality Control

• Content governance, managing and guiding content ensuring consistency and alignment with brand voice and identity.
• Exceptional editing and storytelling skills, with the ability to both produce written  content outlines and web copy directly and act as editor and coach, guiding writers to ensure clarity, consistency, and strategic alignment.

Content Lifecycle Optimization & Performance Mindset

• Manage and evolve our content library: refreshing, repackaging, and optimizing assets based on performance, SEO, and changing market relevance.
• Collaborate with the web and SEO teams to continually update content and test new strategies to drive SEO, manage reader journeys and find new opportunities for organic lead generation.

Required Qualifications & Skills

• 8+ years’ B2B content marketing experience, with a majority of the time focused on thought leadership content
• BA or BS degree from a four-year college/university
• Strong research skills, superior attention to detail and a proven ability to translate data into actionable strategic recommendations
• Collaborative, team-player, natural relationship builder
• Highly flexible, curious problem-solver, able to move quickly and think creatively
• Self-starter who thrives in a dynamic, fast-paced environment
• Proven ability to lead the creation and ongoing implementation of a content strategic plan and execution
• Exceptional written and executive level verbal communication skills. Demonstrated ability to think strategically and communicate complex ideas
• Strong understanding of how content is tied to campaign strategy and lead generation.
• Able to lead by influence, bringing strategy to the forefront and providing impact at every stage of development.
• Strong understanding of B2B marketing best practices, and a deep curiosity for staying on top of the latest trends in content strategy.
• Working knowledge of SEO/SEM best practices and their impact on content and content strategy.
• Experience managing external vendors and partners
• Exceptional project management skills. Proven ability to successfully manage multiple, concurrent projects. Experience using tools like Asana and/or Smartsheet area is a plus.

Preferred Qualifications

• Experience with agile development processes, including the use of Asana and Smartsheet for project management
• Experience producing content across multiple form factors: short form content, long form content, web content, social media, video, etc.

Desired Characteristics

• Innovative, has the willingness to experiment
• Innately curious
• Self-starter, organized and highly detail-oriented 
• Exhibit a strong sense of ownership, urgency and drive
• Has a passion for leveraging data to understand trends and make metric-based decisions to optimize programs and positively impact the business
• Must be comfortable with continual change in the environment of a fast-paced, high-growth, company
• Highly collaborative with a solution-focused mindset and positive attitude. Must be a team player
• Operates with the highest integrity
• Team player with solid interpersonal skills, and the ability to deliver effective oral and written communications
• Strong executive presence

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

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

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Required Qualities

This position requires a candidate with an entrepreneurial spirit who excels in a highly collaborative and innovative boutique work environment. Candidates with a demonstrated interest in continued personal and professional growth would best fit the firm’s culture. Specifically, a strong candidate demonstrates Syntrinsic’s Core Values below:

• Empower all People
• Serve with Intensity
• Take Initiative
• Innovate
• Prove ourselves dependable

Key Responsibilities

The Associate Consultant would support the firm’s Consulting Group by managing the logistics involved in carrying out the client service model. These responsibilities are varied and include at least the following:

• Maintain accurate client records, documents, and correspondence within CRM and performance reporting systems.
• Execute and monitor trade instructions and coordinate with custodians to ensure proper settlement.
• Process money movements including contributions, withdrawals, and capital calls, ensuring compliance with client authorizations and internal controls.
• Prepare and deliver quarterly performance reports.
• Liaise with custodians, investment managers, and vendors to confirm data accuracy and resolve discrepancies.
• Review and manage subscription and redemption documents for investment managers, ensuring accuracy and timely submission, owning back-end execution.
• Assist with onboarding new clients, including data collection, account set-up, and operational workflow implementation.
• Participate in process improvement initiatives to streamline reporting, data reconciliation, and compliance tracking.
• Support project management efforts related to investment research, client transitions, and technology upgrades.

Required Qualifications

• Must be a Registered Investment Advisor Representative. If not already registered, expected to pass the Series 65 or other qualifying certification in the first 90 days of employment
• Strong quantitative analysis skills in Microsoft Excel; Salesforce experience a plus
• Fluent in Microsoft Office a plus

The anticipated posting timeline for this opportunity is 5/7/2026-6/7/2026.

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

EverPass Media is redefining the role of TVs in businesses by blending premium sports content with powerful marketing and analytics capabilities. As we scale, our internal systems are just as critical as the experiences we deliver to customers. We’re looking for a NetSuite Administrator to own and evolve our core financial and revenue systems infrastructure. This role sits at the intersection of Finance, Sales, and Operations, ensuring our systems are accurate, scalable, and built to support high-growth execution. 

Reporting into the Enterprise Application function, this individual will be responsible for day-to-day NetSuite administration, system optimization, and cross-functional initiatives that improve how we quote, sell, bill, and recognize revenue. This role will also partner closely with Salesforce stakeholders to ensure seamless data flow across the revenue stack. This is a hands-on role for someone who thrives in a fast-moving environment and wants to build systems that directly power business outcomes. 

Key Responsibilities 

NetSuite Administration & System Ownership 

• Serve as the primary administrator for NetSuite, including user management, roles/permissions, workflows, and system configurations
• Maintain and optimize core financial modules (Order-to-Cash, Billing, Revenue Recognition, etc.)  
• Manage system integrity, ensuring accurate and reliable financial and operational data  
• Own release management, testing, and deployment of NetSuite updates and enhancements  

Order-to-Cash & Revenue Operations Support 

• Partner with Finance and Sales Ops to support the full quote-to-cash lifecycle 
• Ensure accurate flow of data from deal creation through invoicing and revenue recognition  
• Troubleshoot and resolve system issues impacting billing, contracts, or revenue reporting  
• Support complex deal structures, pricing models, and contract configurations  

Systems Integration & Cross-Functional Alignment 

• Collaborate with Salesforce admins and RevOps to ensure clean and reliable system integrations  
• Maintain and improve data sync between Salesforce and NetSuite  
• Identify gaps, redundancies, or inefficiencies across the revenue tech stack  
• Support implementation of new tools or system enhancements as the business scales  

Process Optimization & Automation 

• Identify opportunities to streamline workflows and reduce manual effort across Finance and Sales processes  
• Build and maintain saved searches, reports, dashboards, and automation workflows  
• Drive continuous improvement initiatives that increase speed, accuracy, and scalability  

Data Integrity, Reporting & Support 

• Ensure data accuracy across transactions, customers, and financial records  
• Support ad-hoc reporting and analysis for Finance, Sales, and Leadership  
• Act as a key point of contact for NetSuite-related questions, troubleshooting, and training  

What We’re Looking For 

• 3–6+ years of experience administering NetSuite in a high-growth or complex environment  
• Strong understanding of Order-to-Cash processes (quote, contract, billing, revenue recognition)  
• Experience working cross-functionally with Finance, Sales Ops, and/or RevOps teams  
• Familiarity with Salesforce and system integrations between CRM and ERP platforms  
• Hands-on experience with workflows, saved searches, reporting, and system configuration  
• Strong problem-solving skills with a focus on execution and detail  
• Comfortable operating in a fast-paced, evolving environment  

Bonus Points 

• Experience with NetSuite Advanced Revenue Management (ARM)  
• Familiarity with SaaS, subscription, or usage-based billing models  
• Experience with middleware/integration tools (e.g., Celigo, Boomi, Workato)  
• Background in media, streaming, or high-growth startup environments 

Why This Role Matters 

At EverPass, systems are not back-office—they are a competitive advantage. This role is critical in ensuring we can scale efficiently, launch new products quickly, and deliver a seamless experience from sale to revenue. You’ll play a key role in building the infrastructure that powers how we sell, bill, and grow. 

Expected Compensation 

The anticipated base salary range for this position is $90,000 – $120,000, depending on experience, skillset, and alignment with the needs of the role. EverPass considers internal equity, scope, and candidate qualifications when determining final compensation. 

Location: Only SF, Denver, NYC

About the Role:

We’re hiring seasoned engineers to join our teams that work on core platform capabilities, improving our existing systems for extensibility and scalability, and building the future of Gusto's Payroll and Tax systems. As a Gusto Software Engineer at this level, you’ll be guiding projects end-to-end by influencing initial feature specs, understanding how to take existing systems closer to desired end states, executing on projects, and maintaining code that powers core experiences. If you’re interested in building elegant software with far-reaching effects in our modern economy, join us!

About the Team:

Payroll is the beating heart of Gusto’s business. Pay Group (payroll and tax) teams are responsible for the product, ops, and service components Gusto uses to onboard customers, process payrolls, calculate taxes and deductions, pay and file with tax agencies, and maintain compliance on behalf of the customers. The domain is highly complex and offers the opportunity to engage in system design that simplifies this for customers, both internal and external.

Sub- Teams:

• Tax Accuracy: The Tax Accuracy group is responsible for gathering and maintaining the necessary information for us to pay and file taxes accurately and on time for our customers, and consists of multiple teams that cover various parts of the process.
• Ledger: This team is building a payroll ledger to track accrual accounting for payroll-related money movement. This team is starting to support the payroll domain, risk, payments, and accounting. 
• Engine: This team works closely with the payroll compliance team to ensure enablement of compliant pay, such as minimum wage adjustments, regular rate of pay, etc. We enable end-to-end success of payroll processing and working with various domain teams such as tax calculations, tax setup, payments, and more.
• Platform: This team is developing a new platform to be the common interface for interacting with payroll and tax data. The payroll and tax domain is highly complex; our team exists to make it easier for other application teams to interact with the payroll and tax system. We enable application and experience teams to deliver customer value faster by providing a scalable, flexible, performant, and highly understandable platform to integrate with. 

Here’s what you’ll do day-to-day:

• Function as a Technical Lead across multiple teams in Payroll Services, helping us keep engineers unblocked and deliver high-quality work supporting our long-term goals
• Design, build, and test the foundation that supports compliant payroll for millions of people
• Help scale one of the largest Ruby/Rails and TypeScript/React applications in the world
• Collaborate on complex and ambiguous problems with partnerships from Engineering, Product Management, Design, Data Science, Compliance, Operations, and other cross-functional teams
• Mentor and grow fellow engineers working to create holistic and scalable solutions
• Drive the product development process from concept to launch, delivering delightful products that make payroll, taxes, and compliance simple and easy
• Improve the productivity and happiness of our teams with the services, tools, and APIs you build.
• Engage in a highly supportive environment working with others to drive productivity and innovation
• Continuously stay up-to-date with advancements in AI and Machine Learning, applying this knowledge to our projects.

Here’s what we're looking for:

• Successful applicants typically have at least 15+ years of experience
• Able to build maintainable, structured, well-documented code 
• Strong knowledge of data structures, data modeling, and system design
• Experience working across 3+ teams, influencing both product and team direction
• Experience working on platform products which are depended upon throughout the company
• Experience engineering, designing, building and supporting large scale systems in production
• An aptitude in bringing clarity and simplicity to complex problems, communicating technical complexity and facilitating informed tradeoffs to major stakeholders
• Experience operationalizing and scaling large interconnected production systems
• Enthusiasm for a collaborative, test-driven environment
• Experience in complex highly regulated domains
• Examples: HR, Payroll, Taxes, or Compliance 
• Experience using AI tools to build, test, and iterate on products quickly.
• Understanding of how to evaluate AI-driven outputs using clear success criteria.
• A commitment to staying current on emerging backend technologies and AI frameworks and patterns, regularly experimenting with new approaches.
• Willingness to contribute to shared tools or templates that enhance the speed and safety of AI experimentation.

Our cash compensation amount for this role is targeted at $215,000/yr to $252,000/yr in Denver & most remote locations, and $251,000/yr to $295,000/yr for San Francisco, Seattle & New York. Stock equity is additional. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

#LI-DNI

We are seeking a highly motivated and results-driven technology or digital media sales account executive to join our team. This role is responsible for driving revenue growth through the sale of digital and television media solutions, including streaming and broadcast television, digital advertising, and content partnerships. The ideal candidate will have a proven track record in digital sales, business development with a deep understanding of media and marketing trends, and the ability to build and maintain strong client relationships. This role requires a strategic approach to identifying opportunities, pitching solutions, and delivering measurable results for clients.

Key Responsibilities:

• Sales & Revenue Generation: Drive sales by identifying and securing new business opportunities across multiple digital channels, including streaming, online video and display, and content marketing solutions.
• Client Relationship Management: Develop and nurture long-term relationships with clients, ensuring their marketing needs are met and identifying areas for upselling and cross-selling additional services.
• Consultative Selling: Provide consultative solutions to clients by understanding their business goals, analyzing market trends, and recommending tailored marketing strategies that drive results.
• Market Research & Lead Generation: Research industry trends and competitor offerings to develop a robust pipeline of prospective clients and stay ahead of market shifts.
• Proposal Development & Pitching: Craft compelling sales presentations and proposals that showcase the value of our media offerings, using data and insights to communicate potential ROI.
• Campaign Management & Optimization: Collaborate with internal teams to ensure successful campaign execution, monitoring performance, and optimizing for maximum effectiveness and client satisfaction.
• Reporting & Analytics: Regularly review and report on sales targets, campaign performance, and key metrics to clients and internal stakeholders.
• Collaboration: Work closely with the account management, and product teams to align on campaign strategies, creative assets, and ad placements that meet clients’ needs.
• Performance Management: Strategically use CRM and prospecting tools to manage and achieve quotas as it pertains to activity metrics and revenue goals.

Qualifications:

• 3+ years of experience in digital media sales, advertising, or a related industry
• Proven track record of meeting or exceeding sales targets in a competitive environment
• Strong understanding of digital marketing channels and industry trends, including programmatic, streaming media, display, video, social, and content marketing
• Excellent communication, negotiation, and presentation skills
• Ability to interpret data and analytics to provide actionable insights
• Self-motivated, with a passion for sales and digital media
• Proficient in CRM software and Microsoft Office Suite; familiarity with ad management tools a plus

Preferred Skills:

• Experience in working with business owners and/or agency clients
• Knowledge of streaming and digital media
• Familiarity with tools like Google Analytics, DSPs, and SSPs.

Why Join Us? We offer a collaborative, high-energy environment where your contributions make an immediate impact. Join a forward-thinking team and drive the future of media sales with access to cutting-edge tools and resources.

Job Type: Full-Time
Location: Denver, CO
Salary: Competitive base + commission

Overview

Katalyst is seeking a highly capable, hands-on Director of Finance own the company’s full finance operating rhythm across monthly close, budgeting and forecasting, cash management, accounts payable, accounts receivable, financial reporting, internal controls, and strategic finance support. 

This leader will be expected to operate as both a player and a builder: personally driving core accounting and finance processes in the near term while designing the systems, controls, and team structure needed to scale the business over time. The Director of Finance will serve as a key thought partner to leadership team, ensuring the company has accurate financials, strong operating discipline, and forward-looking financial visibility. 

This role is especially well suited for a finance leader who thrives in early-stage environments, can move fluidly between detail and strategy, and is excited to build a finance function that will support the company through its next phase of growth. 

Reporting Structure 

This role will report to the VP of Operations and work closely with department leaders across the company. 

What You’ll Do 

Build and lead the finance function

1. Establish the foundation of the finance organization
2. Design and implement scalable finance processes, controls, policies, and reporting cadences
3. Build the finance roadmap, including team design, systems architecture, and outsourcing strategy where appropriate
4. Hire, develop, and lead future finance team members across accounting, FP&A, and AP/AR as the company grows
5. Establish clear ownership, documentation, and standard operating procedures across all core finance activities 

Own the monthly, quarterly, and annual finance operating cadence

1. Lead the monthly close process, including reconciliations, journal entries, accruals, prepaids, revenue recognition considerations, and financial statement preparation
2. Ensure accurate and timely monthly, quarterly, and annual financial reporting
3. Maintain budget-to-actual reporting and variance analysis across departments
4. Support quarterly reforecasts and annual planning processes
5. Prepare management reporting packages and support board-level reporting
6. Translate financial results into actionable insights, risks, and recommendations 

Lead accounting operations and controllership activities 

1. Own day-to-day accounting operations in a hands-on manner until team scale supports greater delegation
2. Oversee and improve accounts payable, procurement controls, accounts receivable, invoicing, and collections
3. Maintain balance sheet integrity through timely reconciliations
4. Ensure disciplined expense classification, cutoff, and period-end accruals
5. Develop and maintain internal controls appropriate for a scaling venture-backed business
6. Prepare the company for increasing audit, diligence, tax, and investor reporting 

Drive budgeting, forecasting, and strategic finance 

1. Develop monthly cash flow forecasts, including a rolling detailed cash forecast and long-term runway model
2. Partner with the leadership team on hiring plans, expense decisions, and resource allocation
3. Support pricing, vendor, customer, and investment decisions with financial analysis and scenario modeling
4. Support fundraising readiness by ensuring the company’s financial story, metrics, and supporting schedules are credible and consistent 

Cash management and working capital ownership 

1. Monitor daily and weekly cash position and ensure strong visibility into liquidity
2. Manage payment timing, collections, and cash conversion discipline to preserve runway
3. Build and maintain clear reporting on burn rate, runway, and key cash drivers
4. Identify risks and opportunities related to working capital, customer receivables, vendor obligations, and large spend commitments 

Systems, controls, and GAAP readiness 

1. Lead the migration from the company’s current accounting environment to a GAAP-compliant accounting system and finance infrastructure capable of supporting scale, investor expectations, and future audit requirements
2. Assess and improve the current accounting systems, close processes, chart of accounts, and reporting architecture
3. Implement systems and workflows that improve data integrity, auditability, and reporting efficiency
4. Establish accounting policies and procedures aligned with U.S. GAAP and the needs of a venture-backed business 

Compliance and government contracting support 

1. Partner with internal and external stakeholders to support tax, compliance, and regulatory requirements
2. Help ensure finance processes and records are maintained in a manner consistent with applicable government contracting expectations, including familiarity with DCAA/DCMA-related accounting environments, cost structures, and documentation disciplines 

What We're Looking For

1. You’re a hands-on builder with strong judgment for balancing accuracy and efficiency
2. You have meticulous attention to detail and enjoy producing financial and cost data that stands up to scrutiny
3. You like owning the numbers end-to-end and understand how they impact programs, contracts, and business decisions
4. You enjoy digging into cost structures and variances and turning them into clear, useful insights for leadership and program teams
5. You’re comfortable working in ambiguity and building frameworks, systems, and processes as the organization grows and matures
6. You enjoy working closely with engineering, operations, and program teams and helping finance enable execution 

Your Ideal Background

Required

• Bachelor’s degree in Accounting, Finance, or related field
• 8+ years of experience across accounting, controllership, or a related finance role
• Prior experience in public accounting at a major firm
• Strong foundation in accounting, financial reporting, close processes, reconciliations, and internal controls
• Experience owning or materially contributing to budgeting, forecasting, cash management, and executive reporting
• Demonstrated ability to operate in a highly hands-on role with limited infrastructure and build processes from scratch
• Experience implementing, upgrading, or migrating accounting systems and improving finance tooling
• Strong knowledge of U.S. GAAP and the practical application of GAAP in a scaling company environment
• Excellent modeling, analytical, and communication skills
• Ability to synthesize detailed financial information into clear business recommendations 

Preferred 

• CPA preferred
• Prior experience in aerospace, defense, or another regulated hardware manufacturing industry
• Experience preparing a company for audit, due diligence, or institutional investor reporting
• Experience working in venture-funded companies, ideally in early-stage or high-growth environments
• Experience building and managing small, high-performing finance teams
• Familiarity with DCAA/DCMA accounting practices, government contract cost structures, documentation expectations, and compliance-oriented financial processes
• Proficiency in Excel 

Additional Requirements: Must be willing to work extended hours and weekends as needed.

Compensation and Benefits: Your 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, and experience. The anticipated salary range for this role is $170,000 - $220,000 annually.

Base salary is just one part of your total rewards package at Katalyst. You will also be eligible for long-term incentives, in the form of the Employee Stock Option and Equity Plan, as well as a relocation bonus and other discretionary bonuses. You will also receive access to comprehensive medical, vision, and dental coverage, and unlimited Paid Time Off.

At Katalyst our work on projects involving the U.S. Department of Defense requires adherence to International Traffic in Arms Regulations (ITAR), 22 C.F.R. Parts 120-130, which requires compliance with U.S. export laws before allowing employees to perform certain positions. Currently, our available roles necessitate access to ITAR-controlled information, and as a result, Katalyst would have to ensure any non-US person is authorized access to ITAR information before the commencement of employment. We are committed to equal employment opportunities and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

What you'll be doing:

Client Partnership & Implementation

• Own and manage an enterprise client portfolio as primary technical advisor
• Deliver seamless implementations from kickoff through go-live, coordinating internal teams and ensuring timely deployment
• Develop deep knowledge of each client's goals and translate them into actionable plans with measurable results
• Engage clients regularly via Zoom, email, phone, and on-site visits to strengthen relationships and ensure alignment

Adoption & Value Realization

• Drive product adoption with measurable improvements in usage metrics and client health scores
• Conduct technical assessments of API implementations and lead quarterly optimization sessions
• Guide clients on product integrations and troubleshooting in collaboration with Implementation Engineer and Support
• Serve as the first technical point of contact for enterprise clients during implementation and post–go-live, owning technical triage and driving resolution with Implementation and Support.
• Educate clients on best practices to maximize value from Symmetry's solutions

Client Health & Retention

• Monitor client health scores, usage metrics, and interaction to identify risks early and implement mitigation plans
• Provide prompt, professional responses to inquiries ensuring fast resolution and strong confidence
• Support renewal readiness and risk mitigation in partnership with Account Manager

Operational Excellence

• Identify process improvements that reduce implementation time and increase team capacity
• Leverage AI tools and automation to streamline reporting, communication, and coordination
• Maintain thorough documentation in CRM and ticketing systems
• Collaborate with Sales, Product, Engineering, and Support to address issues and drive continuous improvement

Experience & Requirements:

Required Background:

• Bachelor's degree or equivalent combination of education and experience
• 5+ years in Client Success, Account Management, or Implementation Management in B2B SaaS
• Proven track record managing enterprise portfolios and guiding retention, adoption, and satisfaction
• Experience project managing complex software implementations from kickoff through go-live
• Technical aptitude to understand API/SDK integrations, conduct assessments, and troubleshoot issues
• Track record leveraging data and metrics to drive client outcomes and operational efficiency
• Experience in payroll, HR tech, or compliance technology strongly preferred

Core Skills & Attributes:

• Proven technical acumen with ability to translate capabilities into business value
• Extraordinary relationship-building skills to advise enterprise stakeholders on technical and business outcomes
• Outstanding communication skills with ability to simplify complex technical concepts
• Proactive, ownership-driven mindset with accountability for results
• Keen analytical and critical thinking with comfort in qualitative and quantitative analysis
• Great organizational and project management skills managing multiple priorities
• Client-first orientation committed to delivering measurable value
• Collaborative team player thriving in cross-functional partnerships
• Demonstrated ability to leverage AI and automation for efficiency
• Continuous learning mindset staying current on product innovations

Technology Experience:

• Comprehension of API/SDK architecture, RESTful APIs, and integration concepts
• Ability to read API documentation and guide clients through technical implementation
• Experience with API testing tools (Postman or similar) for client troubleshooting
• Proficiency with CRM systems (NetSuite, Salesforce, or comparable)
• Experience with customer success platforms (Catalyst, Gainsight, ChurnZero, or similar)
• Working knowledge of project management and ticketing systems (Jira, Asana, Zendesk, or comparable)
• Proficiency with Google Workspace (Slides and Sheets including formulas and data analysis)
• Experience with virtual meeting platforms (Zoom, Microsoft Teams, or similar)
• Experience with generative AI tools (ChatGPT, Gemini, or comparable) and building AI agents
• Project management certification (PMP, CAPM, Google Project Management) is a plus
• API fundamentals certification (Postman Student Expert or equivalent) is a plus

Compensation Details

Our cash compensation amount for this role is targeted at $121,000/yr- $149,000/yr in Scottsdale. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. 

About the Role:

The Corporate Tax Manager will be responsible for managing all aspects of the Company's tax compliance and planning. This role involves managing tax provisions, preparing and reviewing tax returns, and ensuring adherence to all relevant tax laws and regulations. The ideal candidate will be a highly motivated and detail-oriented individual with a strong understanding of tax principles and a commitment to accuracy.

Here’s what you’ll do day-to-day:

• Manage the preparation and review of federal, state, and local income tax returns, sales tax returns, and other tax filings.
• Manage the quarterly and annual tax provision process in accordance with ASC 740.
• Conduct tax research and analysis to ensure compliance with current tax laws and identify potential tax planning opportunities.
• Liaise with external auditors and tax advisors.
• Develop and implement domestic and international tax strategies to minimize tax liabilities.
• Manage tax audits and inquiries from tax authorities.
• Stay informed of changes in tax legislation and regulations and assess their impact on the Company.
• Prepare executive summaries of tax reports and presentations for senior management.
• Ensure accurate and timely payment of all tax obligations.
• Explore and leverage AI tax solutions.

Here’s what we're looking for:

• Bachelor's degree in Accounting, Finance, or a related field.
• Master's degree in Taxation or Accounting preferred.
• CPA certification required.
• Minimum of 5-7 years of progressive experience in corporate tax, with at least 2 years in a managerial role.
• Public accounting experience is a plus.
• Excellent knowledge of federal, state, and local tax laws and regulations.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Ability to communicate complex tax concepts clearly and concisely to non-tax professionals.
• Proven ability to manage multiple projects and meet deadlines.
• Strong leadership and team management skills.
• Strong proficiency with tax software and ERP systems.
• Proficiency in Microsoft Office Suite, especially Excel.
• Comfortable working in a fast-paced environment and collaborating with cross-functional and diversified teams.
• Agility with technology and automation / AI.
• Experience with Alteryx and PowerBI preferred

Our cash compensation amount for this role is between $113,190 - $139,601/year in Denver, between $137,020 - $168,991/year for New York and San Francisco. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.

Symmetry Software is part of Gusto. Symmetry is the payroll infrastructure for software & payroll platforms powering the paychecks of over 64 million workers each year. Our fully integrated suite of payroll tax APIs and software tools allows companies to solve tax compliance issues and build applications across the entirety of the payroll process.

What Product Management is like at Symmetry:

• Our Product team is lean, which means you’ll have a high degree of impact and ownership. We believe in smaller, empowered teams that move quickly with less overhead. You’ll pair sharp product judgment with fluency in AI tools — automating what slows teams down and amplifying what makes them creative and high-performing.
• We’re builders. Lines between roles are intentionally blurred, and our PMs do whatever it takes to deliver outcomes. You’ll prototype, automate, design, and ship — using AI as your co-builder to turn problems into durable solutions that deliver customer value with urgency and care.
• We’re here to serve the payroll industry. Our technology impacts over 64 million paychecks in the US each year. We’re driven by deep customer empathy and a relentless desire to innovate.
• We’re comfortable with change. Our environment moves fast, and PMs here thrive in ambiguity — blending curiosity, experimentation, and AI-native craft to shape how products (and work itself) are built at Symmetry.

About the Role:

We’re  looking for a product leader to own the development of new business lines for payroll tax products. This 0 to 1 focused role will have broad autonomy to lead discovery, strategy, and execution for new products in payroll tax. This role will be expected to deliver durable business outcomes such as new revenue and existing revenue retention.

The right person will be an activator who couples strength in execution with a strong sense of ownership to delivering market success. You will work directly with a new product development engineering team and focus on AI-powered solutions that redefine our market.

Here’s what you’ll do day-to-day:

• Ownership: Lead long-term strategy. This includes spearheading research, defining customer and market positioning, shaping product direction, and identifying the investments and internal capabilities required for success. You’ll translate this strategy into actionable guidance that informs company-wide planning and execution.
• North Star: Focus the organization on what matters most. Identify the highest-leverage investments and decisions across functions that will unlock long-term success, reduce ambiguity, and ensure that Symmetry is building toward a market-winning payroll tax offering.
• Collaborate: Partner across Product, Engineering, Compliance, Legal, CX, Marketing, Sales, and Operations to uncover insights, validate assumptions, and build alignment. You’ll help create shared context and ensure cross-functional teams are set up to deliver.
• Accelerate Execution: Step into the highest-priority gaps that stand in the way of success. Whether it’s clarifying requirements, kicking off strategic initiatives, or embedding with a team to drive execution, you’ll help advance the work by creating clarity, building momentum, and enabling others to succeed.

Here’s what we're looking for:

• 6+ years of hands-on product management experience, with 3+ years of success building 0 to 1 products
• Proven track record of building 0 to 1 products with demonstrable evidence of:
  • Deep product discovery skills with the ability to navigate a high degree of ambiguity
  • Building 0 to 1 products in highly regulated categories
  • Experience building personalized products or optimized workflows using Gen AI/ ML
  • Extraordinary cross-functional collaborator and leader
• Ability to identify emerging opportunities and industry trends, build business cases, define product vision and strategy, and create a supporting roadmap that rapidly iterates into delivering on your vision
• Entrepreneurial, passionate about our mission, and have deep empathy for our customers
• Built products at scale with good UX that users love
• Bonus points for experience with payroll / payroll tax

Compensation Details

Our cash compensation amount for this role is targeted at $143,000/yr to $179,000/yr in Scottsdale & most remote locations, and $184,000/yr to $230,000/yr 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.

What Product Management is like at Symmetry:

• Our Product team is lean, which means you’ll have a high degree of impact and ownership. We believe in smaller, empowered teams that move quickly with less overhead. You’ll pair sharp product judgment with fluency in AI tools — automating what slows teams down and amplifying what makes them creative and high-performing.
• We’re builders. Lines between roles are intentionally blurred, and our PMs do whatever it takes to deliver outcomes. You’ll prototype, automate, design, and ship — using AI as your co-builder to turn problems into durable solutions that deliver customer value with urgency and care.
• We’re here to serve the payroll industry. Our technology impacts over 64 million paychecks in the US each year. We’re driven by deep customer empathy and a relentless desire to innovate.
• We’re comfortable with change. Our environment moves fast, and PMs here thrive in ambiguity — blending curiosity, experimentation, and AI-native craft to shape how products (and work itself) are built at Symmetry.

About the Role:

We’re  looking for a product leader to own the development of new business lines for payroll tax products. This 0 to 1 focused role will have broad autonomy to lead discovery, strategy, and execution for new products in payroll tax. This role will be expected to deliver durable business outcomes such as new revenue and existing revenue retention.

The right person will be an activator who couples strength in execution with a strong sense of ownership to delivering market success. You will work directly with a new product development engineering team and focus on AI-powered solutions that redefine our market.

Here’s what you’ll do day-to-day:

• Ownership: Lead long-term strategy. This includes spearheading research, defining customer and market positioning, shaping product direction, and identifying the investments and internal capabilities required for success. You’ll translate this strategy into actionable guidance that informs company-wide planning and execution.
• North Star: Focus the organization on what matters most. Identify the highest-leverage investments and decisions across functions that will unlock long-term success, reduce ambiguity, and ensure that Symmetry is building toward a market-winning payroll tax offering.
• Collaborate: Partner across Product, Engineering, Compliance, Legal, CX, Marketing, Sales, and Operations to uncover insights, validate assumptions, and build alignment. You’ll help create shared context and ensure cross-functional teams are set up to deliver.
• Accelerate Execution: Step into the highest-priority gaps that stand in the way of success. Whether it’s clarifying requirements, kicking off strategic initiatives, or embedding with a team to drive execution, you’ll help advance the work by creating clarity, building momentum, and enabling others to succeed.

Here’s what we're looking for:

• 6+ years of hands-on product management experience, with 3+ years of success building 0 to 1 products
• Proven track record of building 0 to 1 products with demonstrable evidence of:
  • Deep product discovery skills with the ability to navigate a high degree of ambiguity
  • Building 0 to 1 products in highly regulated categories
  • Experience building personalized products or optimized workflows using Gen AI/ ML
  • Extraordinary cross-functional collaborator and leader
• Ability to identify emerging opportunities and industry trends, build business cases, define product vision and strategy, and create a supporting roadmap that rapidly iterates into delivering on your vision
• Entrepreneurial, passionate about our mission, and have deep empathy for our customers
• Built products at scale with good UX that users love
• Bonus points for experience with payroll / payroll tax

Compensation Details

Our cash compensation amount for this role is targeted at $143,000/yr to $179,000/yr in Scottsdale & most remote locations, and $184,000/yr to $230,000/yr 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 hiring a Principal Engineer to serve as a Technical Lead across multiple teams in the Money Group – Gusto's fastest-growing organization and a cornerstone of the company's transformation into the Small Business Finance Platform. 

You'll define the long-term technical vision for systems that power cash flow management, lending, expense controls, invoicing, payments, and tax optimization (something about consumer financial health?)– ensuring the architecture scales as we grow. This role spans strategy and execution: setting architectural direction across 5+ teams, vetting external partners, prototyping new product lines to unblock product decisions, extracting services from our monolith, and mentoring the engineers around you. You'll be the person who fills whatever role the group needs to hit its goals – from hands-on coding to strategic planning to unblocking other teams.

If you're excited about building financial infrastructure with real impact on the people and businesses that power the modern economy, we'd love for you to join us.

About the Team:

Money is Gusto's fastest-growing group, building financial products for both sides of the employment relationship. For small businesses, we're extending the category of employer-facing financial services – bill pay, invoicing, working capital, expense cards, and cash flow insights that help SMBs get paid faster and pay others with confidence. For employees, we build tools that reduce financial stress: on-demand pay, high-yield cash accounts, automated savings, and credit-building features. This is a deeply technical domain spanning payments infrastructure, lending, multi-party integrations, and mobile-first experiences – with the complexity and scale to match.

Together, these teams are building toward a unified financial operating system for small businesses – accounting, banking, payments, lending, and tax – all connected to Gusto's payroll and people platform.

Our unique advantage is Gusto's authority over payroll data, which we leverage to build a payroll-confidence engine no standalone fintech can replicate.

Here’s what you’ll do day-to-day:

• Serve as a Technical Lead across multiple teams in the Money Group – setting architectural direction, unblocking engineers, and ensuring high-quality delivery aligned with long-term goals.
• Define the north-star architectural vision for the Money Group and continuously identify shorter-term projects that move us toward it.
• Architect the convergence of Gusto's People Stack (payroll, HR, benefits) and Finance Stack (banking, accounting, payments, lending) into a unified platform for small businesses.
• Lead service migration from a large Ruby-on-Rails monolith into a service-oriented architecture, defining clean domain boundaries across money movement, lending, and tax.
• Lead technical due diligence – evaluating codebases, data models, and engineering teams for compatibility with Gusto's platform.
• Manage a complex partner ecosystem.
• Build prototypes and proofs-of-concept to de-risk new ideas and unblock product decisions quickly.
• Tackle complex, ambiguous problems in close partnership with Product Management, Design, Data Science, Compliance, and Operations.
• Drive AI-native architecture decisions – from LLM-powered transaction categorization and tax optimization to conversational financial management experiences.
• Act as a technical consultant across all Money sub-teams – Consumer, Business, Tax Credits, Payments – ensuring architectural coherence across the group.
• Set the bar for technical excellence – through code, design reviews, and the standards you hold the group to.
• Mentor fellow engineers, contribute to the growth of senior and staff engineers, and help build healthy, high-performing teams.

Here’s what we're looking for:

• 15+ years of software engineering experience (successful applicants typically meet or exceed this).
• Deep expertise in distributed systems, particularly in payments or fintech – including data modeling for financial systems, consistency guarantees for money movement, and compliance-aware architecture.
• Proven track record of engineering, scaling, and operating large, interconnected production systems.
• Experience setting long-term technical vision and driving multi-year architectural transformations – not just executing migrations, but identifying the right boundaries, sequencing the work across teams, and ensuring strong technical stewards drive execution.
• Experience working across multiple teams, influencing both technical direction and product strategy. Demonstrated ability to own group-level OKRs and be accountable for the technical strategy that delivers them.
• Experience navigating decisions for core infrastructure, particularly in fintech – evaluating APIs, negotiating technical contracts, and leading integration from evaluation through production.
• Ability to bring clarity to complex problems – communicating technical tradeoffs to non-technical stakeholders, identifying significant risks or opportunities before others, and driving decisions.
• A track record of raising the technical bar – through code quality, design rigor, testing and security best practices, and the standards you set for those around you.
• A track record of filling whatever role the group needs – from hands-on prototyping to strategic planning to firefighting – with a bias toward action.
• Experience in complex, highly regulated domains (e.g., fintech, payments, banking, lending,

Our cash compensation for this role is $214,000-$260,000yr in Denver & most major metro locations, and $250,000-$300,000yr in San Francisco & New York. Final offer amounts are determined by multiple factors, including candidate location, experience, and expertise, and may vary from the amounts listed above.

About Design at Gusto:

Design at Gusto is made up of over 80 creative, collaborative people who care deeply about our mission to empower small businesses and their employees. We're a cross-functional group that is always looking for opportunities to build understanding and empathy for the people who use Gusto. We don't care much about swim lanes and though we care deeply about quality and craft, we are never precious about it. We work closely with cross-functional partners in Product, Engineering, Data, and Marketing to design, build, and ship experiences that make a real difference. We believe great design can make hard things possible, even delightful.

We are building an AI-native design organization — and we mean that seriously. We're looking for designers who are already working this way: using AI to prototype ideas quickly, shorten customer feedback loops, and ship quality UX directly to customers. This isn't a future aspiration — it's how we work now, and it's changing what the design role looks like at Gusto and across the industry.

About the Team:

The Retirement team at Gusto builds financial products and services that help bridge the retirement gap for small business owners and their employees. With 401(k) plans designed to be affordable, easy to manage, and easy to understand, Gusto is working to make retirement accessible to small businesses and teams that have historically been underserved by the 401(k) market.

We’re a collaborative group that values creativity, transparency, and a deep respect for our craft. We hold ourselves to a high bar and actively support one another so that we can do our best work. Our process incorporates using AI in our daily workflows to move faster, explore ideas, and increase our impact. From building tools that help individuals navigate their financial future to new retirement offerings, the Retirement team plays a central role in contributing to Gusto’s mission. 

About the Role:

We’re hiring a Staff Product Designer to partner with Product, Engineering, Data (and Research) to shape strategy, align partner teams, and create a cohesive, high-trust retirement experience across the employer and employee journey. You’ll operate as the design lead for your projects—co-owning priorities, success metrics and driving alignment across Retirement and key partner teams (Payroll, Benefits, Support/Ops). Your scope will include:

• Improving both setup and account management to boost confidence, adoption, and retention to reduce contact rate and confusion.
• Creating a more connected journey between payroll and retirement by designing across the seams of product, operations, and support—where the hardest and most interesting problems live.
• Designing flexible, scalable patterns across Retirement, integrating seamlessly with adjacent payroll and benefits touchpoints. Apply discerning design judgment to determine when and how to effectively incorporate AI to enhance the experience.

If you’re energized by ambiguous problem spaces, high-trust financial experiences, and designing workflows that make complex decisions feel clear and confident—this role is for you.

Here’s what you’ll do day-to-day:

• Strategic Vision & Partnership: Partner with Product Management to define the customer problems to solve, the strategy to solve them, and the measurable outcomes that matter—across activation, engagement, and retention.
• Data and research informed iteration: Collaborate with Data and Research to understand funnel drop-offs, behavior over time, retention drivers as well as define success metrics and iterate based on what you learn.
• Design Leadership & Ownership: Drive the full design process for shipped experiences—scoping and sequencing work, prototyping, testing, and delivering MVP → iteration → longer-term improvements.
• Trust + compliance design: Translate regulatory/tax-driven requirements into clear flows, content, and UI patterns that build trust without overwhelming customers.
• Communication & Storytelling: Craft compelling product narratives that align cross-functional stakeholders around the problem, strategic options, and tradeoffs, clearly explaining the reasoning behind design decisions and outcomes.
• Elevating Craft & Mentorship: Provide thoughtful critique and mentorship to design peers; raise the quality bar across the organization. Be an innovation driver with using and designing for AI.
• System Advocacy & Evolution: Champion the design system and contribute patterns/components that improve cohesion and quality.
• AI-Accelerated Prototyping & Learning: Use AI to move quickly from concept to customer-tested artifact — building clickable, high-fidelity prototypes that generate real signal faster than traditional methods allow. Bring a clear point of view on where AI enhances the customer experience, not just your workflow, and help raise the team's fluency through your example.

Here’s what we're looking for:

We’ve found that a low ego, a growth mindset, and a bias for action go a long way here. 

• 8+ years in product design, with a portfolio showing end-to-end shipped work and the impact it drove
• High bar for craft across interaction design, information architecture, and visual design—especially for complex, form-heavy workflows
• Bonus: Experience in regulated/high-trust domains (fintech, taxes, insurance, healthcare, benefits/retirement)
• Demonstrable AI fluency in your design practice — not just familiarity with tools, but evidence of AI changing how you prototype, test, and ship. We'll ask you to show this, not just describe it.
• Comfort moving between design and code — whether that means shipping UI improvements directly, working closely in the codebase with engineers, or using AI-assisted tools to close the gap between prototype and production.
• Comfortable operating in ambiguity and shaping messy inputs into clear goals, tradeoffs, and shipped outcomes
• Bonus: Comfortable tackling content design aspects (making complex concepts understandable)
• Building strong partnerships with Product, Engineering, and Data to prioritize, execute, and iterate
• Systems thinker who designs solutions that scale beyond one-off screens and hold up across a product ecosystem
• Bonus: Have contributed to growing a Design system with components or patterns
• Bring a clear point of view, engage in constructive feedback, and help teams align quickly by clarifying tradeoffs and driving decisions forward
• Track record leading multi-workstream initiatives across teams—setting direction, unblocking partners, and shipping measurable improvements

At Gusto, we strive to provide rewards that empower employees to achieve their financial and personal goals. We offer competitive compensation packages with a strong emphasis on equity based compensation (ownership in Gusto). To learn more about Gusto’s compensation philosophy and benefits offerings please view our Total Rewards Approach page. 

Our cash compensation range for this role is $146,000/yr to $183,000/yr in Denver & most remote locations, and $177,000/yr to $222,000/yr in San Francisco, Seattle & New York. Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above.

Application Deadline: The initial deadline for applications is 5/11/2026. 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-Onsite

By the Numbers:

• Named #1 best software for small business of 2024 by G2
• 2,700+ employees in the United States, Canada, Mexico, and Turkiye and growing 
• Over $500M in annual revenue 
• The SMB market is large (and growing!) with huge opportunities for Gusto to make an incredible impact for SMBs 
• There are 6.2M employers in the US, 98% have fewer than 100 employees (1) 
• 550,000 new businesses are created each year in the US (1) 

What Product Management is like at Gusto:

• We’re looking for high-autonomy, entrepreneurial Product Managers to come build high-impact solutions for small businesses and their employees. We believe in high-ownership Product Managers who operate like business owners - owning an entire roadmap end to end, and shaping the product from strategy setting through the nitty gritty execution details.
• Our Product team is lean, which means you’ll have a high degree of impact and ownership. 
• We’re here to serve small and medium businesses. Gusto has a strong mission-driven culture, and we care deeply about lifting up these business owners. 

About the Team:

Tax is a critical pillar of Gusto’s platform. The Tax Platform team owns the core systems that determine how tax liabilities are calculated, tracked, paid, reconciled, and filed for more than 400,000 small businesses.

These systems sit at the intersection of money movement, regulatory compliance, and customer trust. The Tax Platform provides shared capabilities used across Tax, Compliance, and R&D, shaping how tax data flows through the company and how other teams build safely on top of Gusto’s tax foundation.

This is high-leverage, system-level work. The team is actively modernizing tightly coupled legacy systems, improving correctness and traceability, and creating durable platform capabilities that reduce risk and unlock faster product development across the company. We partner closely with Engineering, Compliance, Legal, CX, Data Science, and Operations to ensure Gusto’s tax platform remains accurate, scalable, and resilient as the business grows.

Here’s what you’ll do day-to-day:

• Ownership: Own the strategy, roadmap, and execution for foundational Tax Platform systems, with responsibility for shaping platform direction across multiple quarters and years.
• North Star: Define and evolve a clear Tax Platform strategy that ladders into Gusto’s broader Tax strategy, bringing clarity to ambiguous problem spaces and guiding day-to-day decisions around prioritization, sequencing, and tradeoffs.
• Collaborate & Evangelize: Partner closely with Engineering, Compliance, Legal, CX, Data Science, and Product teams to align priorities, unblock dependencies, and drive adoption of shared platform capabilities. Translate between platform work and customer and business outcomes to help engineering teams understand impact and help stakeholders understand the value and tradeoffs of platform investments.
• Customer Impact: Tie platform initiatives to customer outcomes by using data, domain expertise, and partner input to prioritize work that improves accuracy, timeliness, trust, and operational reliability.
• Execution Excellence: Advocate for durable, correct, and scalable solutions while maintaining momentum through incremental delivery, thoughtful sequencing, and clear success metrics.

Here’s what we're looking for:

• 8+ years of product management experience, including meaningful ownership of platform teams, strategy and multi-year initiatives that created leverage across multiple teams or product areas.
• Demonstrated success operating in complex, multi-product environments with cross-team dependencies and internal platform customers.
• Strong system-level thinking and product judgment, with the ability to navigate ambiguity, make hard tradeoffs, and drive clarity without relying on consensus.
• Experience evolving or modernizing critical systems over time, balancing short-term delivery with long-term platform health and risk reduction.
• Comfort working in regulated or compliance-sensitive domains such as payroll tax, fintech, HR, or legal tech, with a deep appreciation for accuracy, auditability, and customer trust.
• Proven ability to partner closely with engineering teams and translate between platform decisions, customer impact, and business outcomes.
• A strong POV on building products in the age of AI; experience building AI-driven features is a big bonus

If you don't think you meet all of the criteria above but still are interested in the job, please apply. Nobody checks every box, and we're looking for someone excited to join the team.

Our cash compensation amount for this role is targeted at $180,000 to $224,000/yr in Denver & most major metro locations, and $210,000 to $263,000/yr for San Francisco, New York, & Seattle. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above

Where do PMs at Gusto work?

We have offices in Denver, San Francisco, and New York and have remote team members across the US and Canada. We are actively hiring for the following Hubs: Toronto, Canada and Seattle, WA. Our open roles will specify on the careers page and in the job description where the position is eligible for work. 

 (1) Business Applications with Planned Wages (www.census.gov)

Position Overview:

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

Responsibilities:

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

Qualifications:

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

Bonus Points

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

Perks & Benefits:

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

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

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

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

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

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

SRS Acquiom is currently searching for a Shareholder Representative Imports Analyst who will be responsible for interpreting complicated post-closing payments allocation spreadsheets, creating guidelines, and manipulating data for import into the system of record. This function will drive the creation of standard procedures and perform the duties outlined below. Specific functional responsibility includes interpreting complex spreadsheets and analyzing the same against merger and agreement documentation, ensuring that all data imported to the system of record matches the source documents for each deal and that VIP holders receive confirmation. 

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $72k, depending on experience level.

Primary Responsibilities    

• Interpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of record 
• Manage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forward.
• Import and export files for use in the system of record (NetSuite)
• Confirming that the data is imported accurately for reporting to shareholders
• Work with other teams to ensure the data received meets all requirements for import into the system of record
• Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations
• Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
• Complete recurring daily and weekly responsibilities on a rotation basis
• Provide updates and information to clients and colleagues in writing and on calls

 Required Qualifications & Skills  

• A bachelor’s degree in business or a related field, or an equivalent combination of education, training, and experience
• 2-3 years financial operations analyst
• Advanced knowledge of Microsoft Excel and formula writing, and interpretation required; VBA experience a plus
• Experience with sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirement
• Experience working within a cross-functional and cross-geographical environment
• High awareness of operational risk, critical timelines, and of the complex nature of a financial operations environment, with an ability to work under pressure and to meet tight deadlines
• Knowledge of the M&A process a plus
• Proven ability to manage competing priorities with strong time management and organizational skills
• Ability to work outside of business hours on an as-needed basis

Desired Characteristics    

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends.
• If Remote, travel to the Denver office may be necessary up to three times per year.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

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

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

What The Role Is

Reporting to the Sr. Director, Project Development, the Manager, Project Development is responsible for the development of wind, solar, and energy storage projects in the Central region as a key member of a regional team charged with the development and execution into construction of Clearway Energy Group’s solar, wind, and storage project pipeline across the region. The position will lead the development of a portfolio of projects and will work with the Origination, Engineering, Project Finance, and Construction teams across the full project lifecycle required to bring projects to successful commercial operation. 

Candidates should have prior professional renewable energy project development experience with the ability across project siting, land and real estate, regulatory and environmental permitting, interconnection, transmission, and power marketing. Candidates should also have experience with engineering, procurement, and construction (EPC) engagement and have been through one or more successful project financing processes. Preferred experience developing projects in multiple technologies and experience in MISO, ERCOT, SPP, or similar markets.*This job posting is open to multiple locations, but represents one available position*

Pay Range by Location:
Scottsdale, Denver, Houston - $134,000 - $158,000
San Diego, Princeton - $147,000 - $174,000
San Francisco - $161,000 - $190,000

If you don’t meet 100% of the qualifications but see yourself contributing, please submit your resume.

What You'll Be Doing

• Maintain industry relationships/contacts and current knowledge of market drivers, industry trends, and competitive dynamics to facilitate proactive development posture and early-mover positioning as opportunities materialize
• Manage and execute the development of complex large-scale renewable energy projects from initial project proposal and siting, through to permitting, design, interconnection, approval, contracting, financing, and handover to construction
• Identify, propose, and implement creative or alternative project development approaches that reduce exposure to permitting risks, optimize development schedules, or create additional project value
• Direct and conduct due diligence on development-stage projects and portfolio acquisitions, including comparison and prioritization of multiple opportunities based on common siting, permitting, interconnection, power-marketing, and other project metrics
• Manage and administer development services agreements with local/regional development partners; manage network of local project stakeholders (e.g., technical consultants, surveyors, land persons, etc.)
• Collaborate with the engineering team and external consultants to evaluate site layouts and constraints, technology options, schedule implications, interconnection applications, and studies
• Coordinate and provide input to project interconnection requests, load-flow and congestion studies, and other necessary aspects of securing project transmission
• Lead or support the negotiation and diligence of critical project contracts and agreements, including PPAs, GIAs, equipment supply agreements, and EPC contracts
• Conduct a critical review of project pro forma models
• Lead projects through financing diligence efforts to support obtaining cash equity, tax equity, and/or project debt commitments prior to the start of construction, and at term conversion
• Market development-stage projects for new power purchase and offtake agreements, including submitting responses to Request for Proposals (RFPs) in coordination with the origination team
• Create and manage project budgets and schedules, including navigating internal project stage-gate reviews and investment decisions

What You'll Bring

• A bachelor’s degree in engineering, business, economics, finance, environmental science, or a related field is required.
• Minimum of 5 years of experience in the renewable energy industry in the U.S., with direct experience in full life-cycle development of utility-scale solar and/or wind projects.
• Experience and familiarity with all facets of land development: landowner engagement and negotiation/contracting, title resolution, subdivision, agricultural land use/water restrictions, land (ALTA) surveys, GIS, and other real estate elements as required.
• Experience managing project schedules and project budgets, as well as an understanding of key project value levers (commercial, financial, etc.).
• Experience managing cross-functional employee groups (i.e., project teams) and external stakeholders/agencies to execute on a project development strategy. An understanding of the development life cycle of wind, solar, and storage projects is preferred, along with exposure to the benefits and concerns of renewable energy.
• Knowledge of governmental mandates, environmental regulations, or customer/market signals that impact or facilitate new development of renewable projects in MISO, and/or ERCOT and SPP.
• Strong interpersonal and communication skills with the ability to successfully communicate in all situations with internal and external stakeholders.
• Ability to manage simultaneous projects/work streams, set priorities, and exercise independent judgment
• Ability to travel as required (>25%).

What Would Be Nice

• Advanced study in business, finance, law, environmental science, or public policy is highly preferred.
• Battery storage experience a plus.

Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).

#LI-Hybrid

What The Role Is

Reporting to the Sr. Director, Project Development, the Manager, Project Development is responsible for the development of wind, solar, and energy storage projects in the Central region as a key member of a regional team charged with the development and execution into construction of Clearway Energy Group’s solar, wind, and storage project pipeline across the region. The position will lead the development of a portfolio of projects and will work with the Origination, Engineering, Project Finance, and Construction teams across the full project lifecycle required to bring projects to successful commercial operation. 

Candidates should have prior professional renewable energy project development experience with the ability across project siting, land and real estate, regulatory and environmental permitting, interconnection, transmission, and power marketing. Candidates should also have experience with engineering, procurement, and construction (EPC) engagement and have been through one or more successful project financing processes. Preferred experience developing projects in multiple technologies and experience in MISO, ERCOT, SPP, or similar markets.*This job posting is open to multiple locations, but represents one available position*

Pay Range by Location:
Scottsdale, Denver, Houston - $134,000 - $158,000
San Diego, Princeton - $147,000 - $174,000
San Francisco - $161,000 - $190,000

If you don’t meet 100% of the qualifications but see yourself contributing, please submit your resume.

What You'll Be Doing

• Maintain industry relationships/contacts and current knowledge of market drivers, industry trends, and competitive dynamics to facilitate proactive development posture and early-mover positioning as opportunities materialize
• Manage and execute the development of complex large-scale renewable energy projects from initial project proposal and siting, through to permitting, design, interconnection, approval, contracting, financing, and handover to construction
• Identify, propose, and implement creative or alternative project development approaches that reduce exposure to permitting risks, optimize development schedules, or create additional project value
• Direct and conduct due diligence on development-stage projects and portfolio acquisitions, including comparison and prioritization of multiple opportunities based on common siting, permitting, interconnection, power-marketing, and other project metrics
• Manage and administer development services agreements with local/regional development partners; manage network of local project stakeholders (e.g., technical consultants, surveyors, land persons, etc.)
• Collaborate with the engineering team and external consultants to evaluate site layouts and constraints, technology options, schedule implications, interconnection applications, and studies
• Coordinate and provide input to project interconnection requests, load-flow and congestion studies, and other necessary aspects of securing project transmission
• Lead or support the negotiation and diligence of critical project contracts and agreements, including PPAs, GIAs, equipment supply agreements, and EPC contracts
• Conduct a critical review of project pro forma models
• Lead projects through financing diligence efforts to support obtaining cash equity, tax equity, and/or project debt commitments prior to the start of construction, and at term conversion
• Market development-stage projects for new power purchase and offtake agreements, including submitting responses to Request for Proposals (RFPs) in coordination with the origination team
• Create and manage project budgets and schedules, including navigating internal project stage-gate reviews and investment decisions

What You'll Bring

• A bachelor’s degree in engineering, business, economics, finance, environmental science, or a related field is required.
• Minimum of 5 years of experience in the renewable energy industry in the U.S., with direct experience in full life-cycle development of utility-scale solar and/or wind projects.
• Experience and familiarity with all facets of land development: landowner engagement and negotiation/contracting, title resolution, subdivision, agricultural land use/water restrictions, land (ALTA) surveys, GIS, and other real estate elements as required.
• Experience managing project schedules and project budgets, as well as an understanding of key project value levers (commercial, financial, etc.).
• Experience managing cross-functional employee groups (i.e., project teams) and external stakeholders/agencies to execute on a project development strategy. An understanding of the development life cycle of wind, solar, and storage projects is preferred, along with exposure to the benefits and concerns of renewable energy.
• Knowledge of governmental mandates, environmental regulations, or customer/market signals that impact or facilitate new development of renewable projects in MISO, and/or ERCOT and SPP.
• Strong interpersonal and communication skills with the ability to successfully communicate in all situations with internal and external stakeholders.
• Ability to manage simultaneous projects/work streams, set priorities, and exercise independent judgment
• Ability to travel as required (>25%).

What Would Be Nice

• Advanced study in business, finance, law, environmental science, or public policy is highly preferred.
• Battery storage experience a plus.

Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).

#LI-Hybrid

We are seeking a highly motivated and results-driven technology or digital media sales account executive to join our team. This role is responsible for driving revenue growth through the sale of digital and television media solutions, including streaming and broadcast television, digital advertising, and content partnerships. The ideal candidate will have a proven track record in digital sales, business development with a deep understanding of media and marketing trends, and the ability to build and maintain strong client relationships. This role requires a strategic approach to identifying opportunities, pitching solutions, and delivering measurable results for clients.

Responsibilities:

• Sales & Revenue Generation: Drive sales by identifying and securing new business opportunities across multiple digital channels, including streaming, online video and display, and content marketing solutions.
• Client Relationship Management: Develop and nurture long-term relationships with clients, ensuring their marketing needs are met and identifying areas for upselling and cross-selling additional services.
• Consultative Selling: Provide consultative solutions to clients by understanding their business goals, analyzing market trends, and recommending tailored marketing strategies that drive results.
• Market Research & Lead Generation: Research industry trends and competitor offerings to develop a robust pipeline of prospective clients and stay ahead of market shifts.
• Proposal Development & Pitching: Craft compelling sales presentations and proposals that showcase the value of our media offerings, using data and insights to communicate potential ROI.
• Campaign Management & Optimization: Collaborate with internal teams to ensure successful campaign execution, monitoring performance, and optimizing for maximum effectiveness and client satisfaction.
• Reporting & Analytics: Regularly review and report on sales targets, campaign performance, and key metrics to clients and internal stakeholders.
• Collaboration: Work closely with the account management, and product teams to align on campaign strategies, creative assets, and ad placements that meet clients’ needs.
• Performance Management: Strategically use CRM and prospecting tools to manage and achieve quotas as it pertains to activity metrics and revenue goals.

Requirements:

• 1-3 years of experience in digital media sales, advertising, or a related industry
• Proven track record of meeting or exceeding sales targets in a competitive environment
• Strong understanding of digital marketing channels and industry trends, including programmatic, streaming media, display, video, social, and content marketing
• Excellent communication, negotiation, and presentation skills
• Ability to interpret data and analytics to provide actionable insights
• Self-motivated, with a passion for sales and digital media
• Proficient in CRM software and Microsoft Office Suite; familiarity with ad management tools a plus

Preferred Skills:

• Experience in working with business owners and/or agency clients
• Knowledge of streaming and digital media
• Familiarity with tools like Google Analytics, DSPs, and SSPs.

Why Join Us? We offer a collaborative, high-energy environment where your contributions make an immediate impact. Join a forward-thinking team and drive the future of media sales with access to cutting-edge tools and resources.