Every company needs supplies and services to operate. From laptops and rental cars to pens and pallets, all companies have procurement needs. That’s where CoreTrust comes in. CoreTrust provides a B2B marketplace that has transformed how companies buy billions of dollars’ worth of supplies and services annually. We’re on a mission to be the one place where buyers and suppliers connect, secure purchasing agreements, transact, and partner to realize savings.  

To support our growth, we’re seeking a detail-oriented Revenue Operations Specialist.  

Responsibilities

• Provide comprehensive operational and member support for an assigned sales team throughout the full member lifecycle, from onboarding through ongoing maintenance, ensuring timely, accurate, and high‑quality service
• Research and track Private Equity divestitures, mergers, and acquisitions to ensure ownership and membership records remain accurate and up to date
• Validate and manage Gross Transaction Volume (GTV), proactively identifying and resolving discrepancies prior to reporting deadlines
• Maintain, update, and ensure the accuracy and integrity of CRM data within Salesforce and related systems. 
• Own day‑to‑day case management within the Salesforce Support Console, coordinating closely with Sales, Members, Suppliers, Legal, Finance, Member Success, and other cross‑functional partners to resolve issues efficiently. 
• Troubleshoot member and supplier issues, proactively identifying risks, resolving root causes, and reducing escalations. 
• Manage member locations, including rostering, announcing, and removing locations, ensuring systems accurately reflect current member status. 
• Control and manage member access to protected supplier agreements in accordance with governance and compliance standards. 
• Manage complex membership documentation, including drafting, comparing redlines, executing, and processing participation agreements, amendments, assignments, and related documents. 
• Negotiate member NDAs in partnership with Legal
• Facilitate member onboarding and ongoing maintenance across the CoreTrust Experience Platform, Salesforce, and other internal systems, ensuring accurate data synchronization. 
• Serve as a Subject Matter Expert (SME) for assigned legal and operational processes, responsible for training team members and maintaining accurate, effective, and current process documentation. 
• Act as the primary point of contact for the Legal team on member operations matters, ensuring documentation remains compliant and legal updates are reflected accurately. 
• Partner closely with the Product team to ensure category‑specific information is accurate, current, and properly displayed within the CoreTrust Experience Platform. 
• Partner closely with a Member Success Associate to ensure sales‑village activities are coordinated, member needs are understood, and opportunities are accurately supported throughout the membership process.

Qualifications

• Bachelor’s degree or equivalent work experience, MBA preferred
• 2+ years of experience in Sales Operations, Revenue Operations, Customer Success, or a related role. 
• Experience working with legal documentation, contracts, or governance processes preferred. 
• Strong orientation toward detail, accuracy, and process discipline. 
• Demonstrated ability to manage multiple priorities and complex workflows in a fast‑paced environment. 
• Strong written and verbal communication skills, with the ability to collaborate effectively across teams. 
• Salesforce experience required; experience working across integrated platforms and systems strongly preferred. 
• Demonstrated ability to execute deliverables with urgency, consistently meeting deadlines while maintaining high standards of quality.
• Strong project management skills and a solutions‑oriented approach to problem solving.

Benefits

• Competitive compensation package 
• Free individual employee medical coverage 
• Company subsidized dental and vision coverage 
• Dollar for dollar 401(k) match up to 6% of your salary with immediate vesting 
• Company-paid Short-Term and Long-Term Disability coverage 
• Employee Assistance Program to support your wellbeing and mental health 
• $1500 annual stipend for for continuing education courses/certifications 
• Free snacks and beverages on-site
• Brand new, state-of-the-art, tech-enabled work environment in downtown Nashville
• Flexible/hybrid work culture 

Summary

At Pilot, we ingest over 7,000,000 transactions per year across more than 700 platforms — powered by a combination of expert human bookkeepers and AI agents working together. To support our fast-growing customer base, it's more important than ever to ensure that both our people and our automated systems can reliably access the data needed to produce accurate, high-quality financial reports.

We are hiring a Program Manager to support the Customer Operations teams. At Pilot, Customer Operations is responsible for delivering a high-value customer experience, producing high-quality month-end close accounting deliverables, and continuously improving processes through emerging technologies — including agentic AI.

This Program Manager is the key owner of all platform and financial data access processes at Pilot, for both human and AI-driven workflows. This person is process-oriented and thrives in problem-solving environments. You will work cross-functionally with our operations departments and with external platform partners to unblock access problems, document customer onboarding processes, and provide clear guidance to our operations team and AI systems on how to onboard customers and connect institutions to Pilot.

Key Responsibilities

• Manage admin console accounts and platform credentials, ensuring seamless access for both human operators and AI agents
• Work with external platforms to resolve access and integration issues across manual and automated workflows
• Produce and maintain accurate onboarding instructions for our customers
• Create and update internal documentation covering access provisioning, sync processes, and risk mitigation
• Maintain access- and platform-related ticketing queues, identifying patterns that could be resolved through automation
• Develop workflows and guardrails for accessing new institutions in compliance with Pilot guidelines
• Support and expand automation for platform onboarding, partnering with engineering and AI teams to reduce manual steps over time

About You

• Bachelor's degree or equivalent experience and 5+ years of relevant work experience in accounting/finance platform management, customer success, customer onboarding, or program management
• Systems thinker who can independently carry out rigorous, actionable analysis — and translate findings into processes that work for humans and machines alike
• Research-focused, with the ability to dive deep into complex platform access and integration problems
• Exceptional communication skills, with the ability to create clear, easy-to-follow processes for customers, internal users, and technical teams building AI tooling
• Genuine curiosity about AI and automation, with a willingness to actively experiment with agentic workflows — not just observe them
• Comfortable navigating ambiguity in a fast-paced, rapidly evolving environment where the line between human and AI work is shifting

About Pilot

Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.

Pilot has over 3,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.  Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene.  Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.

Why Pilot?

• We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
• The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
• Flexible vacation/time-off policy
• All federal holidays are observed
• Competitive benefits package including wellness benefits such as Modern Health, Headspace, One Medical, Aaptiv and Rightway
• Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
• 401(k) plan

The base pay range target for the role seniority described in this job description is $62,000- $84,000 in Nashville, TN. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.

Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, information about requesting a reasonable accommodation in the job application process, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.

Position Summary

We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.

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

Primary Responsibilities

• Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
• Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
• Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
• Manage trade execution, client allocations, and performance reporting processes.
• Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
• Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
• Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
• Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
• Generate performance reports and contribute to post-trade analysis and strategy improvement.
• Stay up to date on market developments, trading regulations, and industry best practices.
• Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
• Communicate to stakeholders, including firm advisors and clients (as needed).

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
• 3+ years of trading experience, preferably with individual equities and listed options.
• Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
• Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
• Ability to communicate clearly and collaborate across teams in a fast-paced environment.
• Excellent risk management discipline and ability to make decisions under pressure.
• Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.

The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

#LI-KT1

Position Summary

We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.

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

Primary Responsibilities

• Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
• Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
• Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
• Manage trade execution, client allocations, and performance reporting processes.
• Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
• Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
• Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
• Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
• Generate performance reports and contribute to post-trade analysis and strategy improvement.
• Stay up to date on market developments, trading regulations, and industry best practices.
• Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
• Communicate to stakeholders, including firm advisors and clients (as needed).

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
• 3+ years of trading experience, preferably with individual equities and listed options.
• Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
• Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
• Ability to communicate clearly and collaborate across teams in a fast-paced environment.
• Excellent risk management discipline and ability to make decisions under pressure.
• Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.

The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

#LI-KT1

About Us

Come join the Trella team as a Senior Customer Success Manager, where you will be the main point of contact for our customers, working closely with their champions and growth-minded leaders to ensure they fully understand and gain value from our solutions. This role combines the responsibilities of managing solution adoption and renewals with offering strategic advice that drives growth for our clients. Your expertise will play a crucial role in helping customers leverage our offerings effectively, fostering lasting partnerships along the way. 

As a member of the Customer Success team, you will partner across all functions to bring the Voice of the Customer to the business and ensuring We Never Stop Improving as We Strive for Better Healthcare. 

Reports to: Vice President, Customer Success 

Location: Atlanta, GA; Nashville, TN or Philadelphia, PA regions strongly preferred; other regions considered. 

As a Senior CSM at Trella, you will: 

• Own the post-sale lifecycle for a portfolio of accounts—onboarding, adoption, renewal, and expansion.
• Serve as the primary customer contact, driving engagement cadence and customer health reporting.
• Deliver ongoing best-practice enablement to accelerate adoption and value realization.
• Lead business reviews, sharing product updates and aligning on priorities and outcomes.
• Maintain accurate account data, activity tracking, and renewal forecasts.
• Build and execute success plans to achieve KPIs (e.g., references and NPS targets).
• Invest in continuous learning to strengthen product expertise and customer impact.
• Develop and maintain strong healthcare domain knowledge to advise with credibility.
• Monitor engagement, usage, and outcomes to shape account strategy and prioritize actions.
• Translate product capabilities into customer-specific value, outcomes, and ROI.
• Apply industry context to solution positioning, adoption strategy, and value realization. 
• Use data and customer feedback to guide conversations, mitigate risk, and refine success plans. 

You might be a fit for this role if you have: 

• 2-5 years of experience in a Customer Success or Account Management role, preferably within a B2B SaaS environment.
• Must be tech-savvy to be able to understand technical concepts around our product.
• Strong strategic, analytical, and relationship skills; able to manage conflicting priorities effectively.
• Ability to effectively manage customer relationships at various levels and use data driven discussions to build trusted partnerships, navigating conflicting perspectives appropriately.
• Demonstrated success that shows your ability to be professionally assertive and a customer focused problem solver.
• Come prepared and ready for customer facing work and open to travel up to 20% 

Preferred by not required: 

• Experience within the healthcare tech industry.
• Familiarity with Post-Acute Provider (Home Health, Hospice, SNF).
• Experience with healthcare claims data analysis.
• Exposure to data integrations.

The Role

As a Strategist, you contribute to shaping strategy across clients and projects. You help turn research into insight, insight into strategy, and strategy into clear direction for teams and clients. This is a role where you build your craft through active contribution. You analyze, question, and connect ideas—helping translate complex business and healthcare challenges into focused, actionable strategy. You bring curiosity, attention to detail, and a willingness to engage. You’re eager to learn how strategy works in practice—how to structure complex problems, uncover meaningful insights, collaborate with and inspire creative teams, and contribute to work that drives real outcomes. Over time, you build confidence in your perspective and your ability to contribute to the work. You ask questions, push your thinking further, and look for what others might miss.

You Will

• Support the development of strategies that address client business challenges through research, analysis, and insight generation
• Analyze competitors, client landscapes, and market dynamics to identify patterns, challenges, and opportunities
• Conduct qualitative and quantitative research, helping uncover the human needs behind business problems and translating findings into insight
• Translate insights into strategic outputs, such as personas, journey maps, and frameworks that clarify challenges and opportunities
• Contribute to the development of creative briefs that drive clear, focused execution while simplifying complex ideas and inspiring teams
• Help structure and develop presentations, turning complex information into clear, organized thinking
• Present work internally and, at times, support client-facing conversations
• Participate in measurement and analytics discussions, connecting strategy to performance and outcomes
• Own defined portions of projects, while collaborating with team members and seeking guidance when needed
  
  

You Have

• 2–4 years of experience in strategy, marketing, consulting, research, or a related field
• Agency experience preferred
• Strong analytical and critical thinking skills, with the ability to identify patterns and draw connections
• Ability to communicate ideas clearly and simply
• Experience contributing to briefs, research, or strategic deliverables
• Comfort working in ambiguity, managing multiple priorities, and asking for support when needed

Perks and Benefits

• Competitive Salary
• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Paid Parental Leave
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
• Employee Referral Program

Equality Opportunity Employer Statement 
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Position Summary:

The Tax Manager/Senior Manager is responsible for all phases of client engagements including primary client relationship maintenance, highly proactive management of tax compliance, tax advisory services, and developing and coaching professional staff. The Tax Manager/Senior Manager is expected to deliver exceptional client service, develop and maintain strong client relationships, participate in the firm’s practice development efforts by assisting with attracting and serving new clients, expand services to existing clients, and help recruit and retain additional team members. Candidates need to understand and manage firm risk on tax services performed, review various types of complex tax returns, continuously grow their technical knowledge, and deliver value-added tax planning ideas to clients.

Seeking Candidates with expertise in the areas listed below:

• High net worth individuals, their personal tax returns, trust returns, and gift & estate planning
• Privately held businesses, including partnerships, S Corporations, and/or C Corporations
• Private equity backed portfolio companies

Requirements:

• Minimum of 5 years of relevant tax experience including technical tax consulting, research, and implementation of planning strategies.
• Minimum of 2 years of experience supervising multiple direct reports and reviewing their work product.
• Bachelor’s or Master’s degree in accounting.
• Active CPA license.
• Strong project management, organizational, and time management skills.
• Excellent verbal and written communication skills.

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

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NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.