Business Development Representative

Location: Greater Philadelphia, PA | Type: Full-time | Schedule: Monday–Friday

Are you ready to combine your passion for healthcare with your talent for building relationships? At IVX Health, we are transforming the way infusion and injection therapy is delivered for patients with chronic conditions like Rheumatoid Arthritis, Crohn’s Disease, and Multiple Sclerosis. We are looking for a driven, relationship-focused Business Development Representative (BDR) to expand our presence nationwide by connecting healthcare providers and patients to a better infusion care experience.

If you’re passionate about making a real difference in the lives of patients while achieving professional success, this is the opportunity for you!

About the Role: 

The Business Development Representative is an essential part of the Sales team at IVX Health, dedicated to broadening our impact within the healthcare sector. This role centers on engaging daily with healthcare professionals such as physicians, nurses, and staff at partner hospitals and clinics. The primary aim is to introduce these providers to our ambulatory infusion services, cultivating relationships that facilitate patient referrals.

 Key Responsibilities:

• Territory Growth & Referral Development
  • Identify and engage potential referral sources to increase new patient encounters.
  • Develop and execute strategic sales plans to meet growth targets within the assigned territory.
  • Build and maintain strong relationships with medical practices, clinics, hospitals, and health systems to drive referral volume.
  • Participate in community events and local engagements to increase brand awareness and referral opportunities.
• Provider Engagement & Education
  • Conduct in-person and virtual presentations and educational sessions with healthcare providers and office staff.
  • Serve as a knowledgeable resource regarding IVX Health services, referral processes, and patient experience.
  • Act as a liaison between referring practices and IVX operations teams to ensure a positive experience for both providers and patients.
• Market Intelligence & Performance Tracking
  • Monitor competitor activity, market trends, and territory performance, providing insights to leadership.
  • Analyze sales data and market insights to identify opportunities for growth and improvement.
  • Maintain accurate, timely documentation of activities, leads, expenses, and reporting within CRM and internal systems.
• Cross-Functional Collaboration
  • Partner with Regional Operations, Prior Authorization, Intake, and other internal teams to support smooth patient onboarding.
  • Collaborate with Marketing to promote local events and territory initiatives, including social media engagement.
  • Build relationships with pharmaceutical representatives and other industry stakeholders.
• Professional Development & Compliance
  • Participate in sales meetings, training sessions, and performance reviews to strengthen skills and product knowledge.
  • Maintain current knowledge of healthcare regulations, compliance standards, and industry best practices.
  • Uphold the highest ethical standards in all interactions in alignment with IVX Health values.

Why You'll Love IVX Health

At IVX Health, we believe in taking care of our team just as much as we take care of our patients. Here’s what we offer:

• Comprehensive Healthcare: Medical, dental, and vision coverage, plus telemedicine services.
• Flexible Savings Options: Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA).
• Family Support: Fertility and family-building resources.
• Professional Development: Tuition reimbursement, CEU access, and career advancement opportunities.
• Generous Benefits: Disability coverage, life insurance, 401(k) matching, charitable giving programs, and referral bonuses.
• Work-Life Balance: Paid volunteer time and an inclusive, supportive culture.

Required Competencies and Skills:

• Working knowledge of managed care plans, insurance carriers, referral processes, and precertification workflows
• Strong communication and customer service skills with a relationship-driven approach
• Competitive mindset balanced with a patient- and provider-focused perspective
• Strong organizational skills and attention to detail
• Ability to collaborate effectively across internal teams and external partners
• Proficiency with standard office software and CRM systems
• Travel within the assigned territory is required

Education and Experience

• Bachelor’s degree in Business Management, Healthcare Management, or a related field, or equivalent relevant professional experience
• Minimum of 2 years of sales experience, preferably in healthcare or pharmaceutical sales
• Interest in or experience within healthcare, pharmaceutical, or infusion services preferred

Job Summary

The Business Development Manager (BDM) – IG Therapy will be responsible for driving growth in IVIG (Intravenous Immunoglobulin) and SCIG therapies across targeted call points and payers types. This role is therapy-specific and focused on expanding IVX Health’s footprint in the IVIG space by cultivating relationships with referring providers, identifying new IVIG opportunities, and executing strategic sales initiatives. The BDM will work closely with market BDMs & BDRs, payer access, and specialty pharmacy and operations teams to ensure seamless patient onboarding and therapy delivery.

Key Responsibilities

• Market Expansion & Referral Development
• Identify and engage net new IVIG referring providers, including specialists in neurology, immunology, and oncology.
• Expand existing IVIG accounts and develop new ones in designated territories.
• Maintain a consistent IVIG-focused presence in provider conversations to drive awareness and referrals.

• Sales Strategy & Execution
• Implement refined selling motions tailored to IVIG therapies, including therapy-agnostic order forms and product-specific initiatives (e.g., Gamunex-C).
• Collaborate with ASM and Growth leadership to align on territory goals, sales targets, and performance metrics.
• Participate in retraining programs focused on IG sales approaches and reimbursement strategies.

• Cross-Functional Collaboration
• Partner with Prior Authorization (PA) and Intake teams to deploy preferred product matrices and streamline onboarding.
• Coordinate with Clinical and Operations teams to ensure patient onboarding and provider support.
• Support market level collaboration with pharma partners (e.g., Octapharma, Takeda).

• Data & Reporting
• Utilize CRM systems (e.g., Sugar) to track referral activity, account status, and sales performance.
• Provide feedback on market trends, competitor activity, and therapy adoption to inform strategic decisions.

Qualifications

• Proven experience in specialty pharmaceutical sales, preferably in IVIG or related infusion therapies.
• Strong understanding of the IG market, including Part B and Part D dynamics, reimbursement models, and provider behaviors.
• Demonstrated success in opening new accounts and driving therapy-specific growth.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work independently and collaboratively across cross-functional teams.
• Familiarity with CRM platforms and data-driven sales reporting.

About the Role

As a Verkada Field Marketing Manager you are an essential member of the GTM function for our Mid-Market segment.  You will be instrumental in defining the strategic direction of our regional campaigns and event strategy needed to build pipeline and deepen relationships with our top accounts. You will do whatever it takes to develop a best-in-class ecosystem of security expertise to build market credibility and define the trajectory of our Mid-Market East business. If you are successful in this role, your contributions will directly result in millions of dollars of pipeline created. 

We are looking for candidates to work out of our New York City, Philadelphia, or Tampa offices when they are not traveling.

What You’ll Do

• Partner with sales and channel leadership on the overall needs, strategy, focus, approach, and regular expected results from marketing specific to your region
• Execute best in class regional and local campaigns, both direct and partner led, including Verkada hosted events, regional trade shows, local webinars, and any other tactics needed to achieve pipeline goals
• Execute account based marketing programs on behalf of sales, and demonstrate to reps how they can execute program elements on their own
• Drive local, high touch, thought leadership and customer executive collaboration and community on the topic of physical security and the cloud
• Advise the corporate and broader demand generation hub as they develop, plan, execute, and measure supporting, highly impactful demand generation and marketing campaigns
• Work with top channel partners to develop their overall marketing and customer engagement approach
• Collaborate with Product Marketers to build the necessary positioning, messaging, customer advocacy, and assets

What You Bring

• 5-8 years of B2B marketing experience
• Strong ability to logistically execute on multiple concurrent events that require effective pre/during/post motions and communication among cross-functional teams
• Experience working with channel or strategic partners to plan and execute on programs that achieve excellent results
• Strong ability to qualitatively and quantitatively develop your understanding of the main personas that drive the procurement process and Verkada’s value proposition
• Proven ability to act as an advisor and peer with sales leadership
• Entrepreneurial spirit and ability to execute in ambiguous fast-paced environments
• Proven track record executing creative or out-of-the-box event and demand generation programs
• Willingness to travel 30-40% of the time (1-2 days a week on average)
• Inbox 0 mentality

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
• 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.

Verkada is building a world-class sales organization. Our business requires highly motivated and capable sales professionals. We prioritize drive and demonstrated success in whatever sales role you’ve been in before — we care far less about fancy pedigrees, schools, or a resume with “brand name” companies. We have a fun, positive culture of success, and of course, we pay well.

What You'll Do

• Source and close new business to consistently meet or exceed quarterly sales quotas
• Build an intimate understanding of Verkada products and their place in the industry
• Manage the full sales cycle: Prospect for new customers, host online demos, create proposals, and close deals
• Maintain accurate pipeline management with expert-level forecasting 
• Aggressively exceed goals consisting of outbound phone calls, emails, online demos, and trials every quarter
• Act as a trusted advisor and subject matter expert to customers and channel partners
• Work closely with Customer Success to ensure smooth launches and fuel future product growth
• Provide market/client feedback to Verkada’s product/engineering team

What You Bring

• 5-10+ years of quota exceeding Sales experience working for a technology vendor selling Enterprise solutions into State Agencies
• Prior Experience in Government procurement processes and regulations, security standards and policies
• Experience responding to Government RFI's and RFP's
• A track record of developing a greenfield territory, adding net new logos in an Enterprise software role
• Hunter mentality with solid Sales DNA
• Strong verbal and written communications skills
• BS/BA degree strongly preferred

US Employee Benefits

About the Role

As a Verkada Field Marketing Manager you are an essential member of the GTM function for our Mid-Market segment.  You will be instrumental in defining the strategic direction of our regional campaigns and event strategy needed to build pipeline and deepen relationships with our top accounts. You will do whatever it takes to develop a best-in-class ecosystem of security expertise to build market credibility and define the trajectory of our Mid-Market East business. If you are successful in this role, your contributions will directly result in millions of dollars of pipeline created. 

We are looking for candidates to work out of our New York City or Philadelphia offices when they are not traveling.

What You’ll Do

• Partner with sales and channel leadership on the overall needs, strategy, focus, approach, and regular expected results from marketing specific to your region
• Execute best in class regional and local campaigns, both direct and partner led, including Verkada hosted events, regional trade shows, local webinars, and any other tactics needed to achieve pipeline goals
• Execute account based marketing programs on behalf of sales, and demonstrate to reps how they can execute program elements on their own
• Drive local, high touch, thought leadership and customer executive collaboration and community on the topic of physical security and the cloud
• Advise the corporate and broader demand generation hub as they develop, plan, execute, and measure supporting, highly impactful demand generation and marketing campaigns
• Work with top channel partners to develop their overall marketing and customer engagement approach
• Collaborate with Product Marketers to build the necessary positioning, messaging, customer advocacy, and assets

What You Bring

• 5-8 years of B2B marketing experience
• Strong ability to logistically execute on multiple concurrent events that require effective pre/during/post motions and communication among cross-functional teams
• Experience working with channel or strategic partners to plan and execute on programs that achieve excellent results
• Strong ability to qualitatively and quantitatively develop your understanding of the main personas that drive the procurement process and Verkada’s value proposition
• Proven ability to act as an advisor and peer with sales leadership
• Entrepreneurial spirit and ability to execute in ambiguous fast-paced environments
• Proven track record executing creative or out-of-the-box event and demand generation programs
• Willingness to travel 30-40% of the time (1-2 days a week on average)
• Inbox 0 mentality

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
• 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 The Role

As a National Channel Sales Manager - Convergint, you'll be pivotal in scaling Verkada's reach and impact by developing and managing our most strategic Physical Security Integrator nationally! You'll be responsible for driving net new business through the channel—building pipeline and executing strategic plans that result in measurable growth.

This individual contributor role requires strategic thinking and hands-on execution as you collaborate across sales, marketing, and partner teams to grow Verkada’s presence nationally.

What You’ll Do

In this role, you’ll be at the heart of Verkada’s mission, working hand-in-hand with our sales teams to drive growth and success with Convergint. You’ll be responsible for building pipeline and generating net new business through Convergint while executing a best-in-class channel strategy. Here’s what you’ll own:

• Drive Net New Pipeline: Proactively identify and generate pipeline within Convergint. Collaborate closely with field sales teams to co-sell and close high-value opportunities.
• Execute National Channel Strategy: Develop and manage a focused partner business plan for your territory that aligns with Verkada’s overall GTM objectives and quarterly sales targets.
• Empower Our Partners: Train and enable partner executives, sales teams, and technical stakeholders on Verkada’s full product portfolio, programs, and campaigns to ensure deep engagement and capability across all levels.
• Collaborate Cross-Functionally: Work closely with Verkada’s internal sales, marketing, and pre-sales teams to drive joint activities, including partner events, demand generation campaigns, and customer-facing initiatives.
• Lead with Insights: Conduct regular QBRs and ad-hoc business reviews with partners to align on priorities, track performance, celebrate wins, and identify opportunities for improvement.
• Strengthen the Channel Ecosystem: Influence partner sales teams to prioritize Verkada in key deals and business planning efforts. Leverage insights from the field to recommend improvements to Verkada’s channel tools, incentives, and partner program offerings.
• Drive Awareness and Demand: Lead and participate in regional in-person and virtual events to grow Verkada’s brand awareness, build community, and strengthen relationships with key partner contacts and stakeholders.
• Operate Strategically and Tactically: Own the full lifecycle of partner engagement in your region—from onboarding and enablement to pipeline development and revenue realization.
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration. 

What You Bring

• Experience & Success: 5+ years of physical security sales or partner management experience with physical security integrators with a strong track record of building new business. Experience with Convergint is highly preferred. Recognition, such as President’s Club, is a plus.
• Strategic & Creative Thinking: A process-driven approach, complemented by innovative thinking to create scalable, partner-focused initiatives.
• Relationship-Builder: Ability to influence and engage across all levels—from partner sales reps to executive leadership.
• Technical Fluency: Comfortable navigating product discussions and sales operations. Proficiency in Salesforce, Excel, and business intelligence tools.
• Clear Communicator: Strong verbal and written communication skills with sharp attention to detail and a professional presence.
• Local to Philly, PA is highly preferred. Must be open to at least 50%+ travel across the U.S to Convergint branch locations in PA, MA, NJ, and Greater NY Area

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 the Role

We’re looking for a detail-oriented and highly organized Tradeshow Associate to support the planning and execution of key industry tradeshows and event activations that strengthen brand awareness and drive demand. In this role, you’ll help coordinate logistics, manage pre- and post-event workflows, and ensure our presence at each show is executed flawlessly.

As a critical member of the Events team, you’ll collaborate closely with marketing, sales, and external vendors to deliver polished, on-brand experiences across your assigned events. This is an individual contributor role reporting into the Director of Events, and is ideal for someone looking to grow their career in event and tradeshow operations.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

• Assist in planning, organizing, and executing field marketing events such workshops, executive dinners, lunch & learns and virtual events, supporting Field Marketing Managers to drive their growth against quarterly goals
• Manage event logistics end to end - from venue sourcing, contract management, stakeholder scheduling and communication to post-event follow up
• Help streamline campaign management setup and post-event follow using Marketo and Salesforce
• Negotiate and manage contracts with vendors, venues, and other partners, ensuring favorable terms and timely deliverables
• Coordinate and facilitate effective communication among cross-functional teams throughout the event process

What You Bring

• 2-4 years of experience in event planning for a technology company (ideally third-party events)
• Proven ability to execute, day in and day out, at an incredibly high level against consistent results
• Excellent communicator with proven ability to clearly convey complex ideas and data in written, presentation and spoken formats to a variety of audiences
• Entrepreneurial drive & mindset
• Salesforce.com and Marketo/Hubspot
• 0 inbox mentality
• Ability to travel up to 40%

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 the Role

As a Verkada Field Marketing Manager you are an essential member of the GTM function for our Mid-Market segment.  You will be instrumental in defining the strategic direction of our regional campaigns and event strategy needed to build pipeline and deepen relationships with our top accounts. You will do whatever it takes to develop a best-in-class ecosystem of security expertise to build market credibility and define the trajectory of our Mid-Market East business. If you are successful in this role, your contributions will directly result in millions of dollars of pipeline created. 

We are looking for candidates to work out of our New York City or Philadelphia offices when they are not traveling.

What You’ll Do

• Partner with sales and channel leadership on the overall needs, strategy, focus, approach, and regular expected results from marketing specific to your region
• Execute best in class regional and local campaigns, both direct and partner led, including Verkada hosted events, regional trade shows, local webinars, and any other tactics needed to achieve pipeline goals
• Execute account based marketing programs on behalf of sales, and demonstrate to reps how they can execute program elements on their own
• Drive local, high touch, thought leadership and customer executive collaboration and community on the topic of physical security and the cloud
• Advise the corporate and broader demand generation hub as they develop, plan, execute, and measure supporting, highly impactful demand generation and marketing campaigns
• Work with top channel partners to develop their overall marketing and customer engagement approach
• Collaborate with Product Marketers to build the necessary positioning, messaging, customer advocacy, and assets

What You Bring

• 5-8 years of B2B marketing experience
• Strong ability to logistically execute on multiple concurrent events that require effective pre/during/post motions and communication among cross-functional teams
• Experience working with channel or strategic partners to plan and execute on programs that achieve excellent results
• Strong ability to qualitatively and quantitatively develop your understanding of the main personas that drive the procurement process and Verkada’s value proposition
• Proven ability to act as an advisor and peer with sales leadership
• Entrepreneurial spirit and ability to execute in ambiguous fast-paced environments
• Proven track record executing creative or out-of-the-box event and demand generation programs
• Willingness to travel 30-40% of the time (1-2 days a week on average)
• Inbox 0 mentality

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
• 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 the Role

We’re looking for a strategic, highly organized Tradeshow and Event Marketing Manager to manage a portfolio of tradeshows and key experiential marketing activations. In this role, you will own a portfolio of high-impact third-party events—ranging from major industry tradeshows to regional conferences and sponsorship activations—and ensure Verkada shows up with a consistent, compelling, and results-driven presence.

As a core member of the Marketing organization, you’ll partner closely with field marketing, sales, product marketing, demand generation, and channel teams to create integrated event experiences that elevate our brand, drive pipeline, and support go-to-market goals. This is an individual contributor role reporting directly to our Director of Events, with significant cross-functional visibility and influence.

Our preference is for this role to be based out of our San Mateo, CA headquarters. We are also open to candidates located in any of our U.S. offices, including Phoenix, Salt Lake City, Austin, New York, Tampa, or Philadelphia.

What You'll Do

Tradeshow Strategy & Planning

• Manage a portfolio of priority tradeshows, ensuring each event supports demand generation goals, regional priorities, and industry needs.
• Identify, evaluate, and recommend events based on standardized criteria, expected ROI, audience relevance, and competitive presence.
• Partner with Field Marketing, Sales, and Product teams to define goals, messaging, staffing needs, demos, and speaking opportunities.

Event Execution & Logistics

• Lead end-to-end execution of all assigned tradeshows, including booth design and production, show services, AV, shipping, fabrication, warehousing, and on-site operations.
• Own vendor and agency relationships, negotiate contracts, manage estimates/POs, and ensure all deliverables meet brand and quality standards.
• Plan and execute on-site experiences such as meetings, executive engagements, customer activities, and ancillary events.
• Manage staff scheduling, briefing, on-site training, and run-of-show documentation to ensure operational excellence.

Pre-, During-, and Post-Show Programs

• Partner with the Demand Gen team on pre-event goals, digital campaigns, and registration strategy.
• Oversee on-site lead capture, attendee flows, giveaway strategy, booth activations, and brand presence.
• Ensure timely post-event follow-up, including lead upload, reporting, and performance analysis.

Measurement & Reporting

• Own event performance tracking, budget management, and reporting—including spend reconciliation, lead quality, and ROI.
• Recommend improvements, new opportunities, and ongoing portfolio optimization based on data and insights.

What You Bring

• 7+ years of experience managing complex trade shows or large-scale B2B events, preferably in technology or SaaS.
• Proven success managing multiple concurrent events and competing deadlines.
• Strong project management skills with experience owning budgets, timelines, and cross-functional coordination.
• Demonstrated ability to negotiate with and manage external vendors, agencies, show services, and venues.
• Experience with booth design, fabrication, shipping logistics, show services, lead capture tools, and event technology platforms.
• Analytical mindset with the ability to use data to inform event selection, forecasting, and ROI evaluation.
• Comfortable traveling up to 40% (incl. occasional weekends/extended stays).
• Bachelor’s degree or equivalent experience.

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.

Are you looking for the opportunity to make an impact?

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.

The AVP - Fund Management (“AVP, FM”) is responsible for the financial modeling, analytics and due diligence process in closing MultiFunds, Club Funds and Proprietary Fund transactions, as well as the post-close management and reporting duties through stabilization of the underlying properties.    

We Innovate to shape the future of CRE, so in this role you will:

• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
• Manage cash and GAAP journal entries, including accruals, and process wires, ACHs, and check runs.
• Coordinate and manage Fund audits, tax returns, and K-1 preparations, while supporting Corporate audit and tax return processes as needed.
• Create and maintain financial models, assist with financial planning and analysis, and collaborate with internal teams on accounting and tax-related matters.
• Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
• Manage investor due diligence workflow and Upper Tier closings.
• Prepare qualitative risk assessment and quantitative valuation for internal discussion.
• Together with VP, FM: Maintain and update master templates for Lower Tier / Upper Tier modeling.
• Support Acquisitions and Underwriting by providing tax expertise, model training and transaction-specific modifications to Lower Tier models.
• Train and review the work of junior staff, providing guidance and oversight.
• Manage investor capital to be called, based on Fund cash balances and updated project-level equity schedules.
• Analyze investor tax-basis and 704(b) basis capital account projections through the LIHTC compliance period, identifying potential risks to investor IRR and providing recommendations.
• Perform quarterly and annual updates to pre-stabilized Fund models based on actual tax returns, and review tax returns for pre-stabilized Funds, analyzing material variances and updating investor benefit schedules.
• Manage quarterly reporting obligations and conduct annual analyses of Fund reserves and sustainability.
• Calculate annual Fund cash waterfalls, process upper-tier asset management fees and overhead reimbursements, and model complex transactions, including multi/club structures, bridge lending, and special allocations.
• Coordinate Lower Tier tax return preparation memos and ensure adherence, while planning, hosting, and recording Lower Tier model training sessions.
• Annual review and revision of Upper Tier Policies and Procedures
• Provide weekly updates to VP, FM

We Stand for Excellence, so to achieve success in this role you should have:

• Experience in fund/partnership accounting and tax preparation, with LIHTC experience highly desirable; CPA designation preferred.
• Strong quantitative and analytical skills, with proficiency in financial modeling and Microsoft Office applications.
• High attention to detail and accuracy, with the ability to manage complex financial data effectively.
• Excellent communication skills, both written and verbal, to convey information clearly and professionally. 
• Master's degree preferred.
• 5+ years of experience in a similar position.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

#LI-HF1 #LI-REMOTE

How you will help

HealthVerity is seeking a seasoned and strategic leader to guide our Technology Operations teams in delivering scalable, secure, and cost-effective technology services across the company. Reporting to the CTO, you will define and execute an operations strategy that empowers our engineers with a modern cloud platform, gives our employees the corporate IT tools and access they need to do their best work, and brings disciplined financial governance to how we invest in technology. You will be the owner for the reliability, productivity, and cost of HealthVerity’s technology operations, with command over key vendors such as AWS, Databricks, and other cloud, data, and IT services.

What you will do

• Lead Technology Operations Strategy: Set and execute a unified operations vision spanning cloud infrastructure and platform, corporate IT and end-user computing, and FinOps, aligned with organizational goals and financial efficiency. Translate strategy into measurable outcomes — reliability SLAs, IT service levels, and cost-efficiency targets — and report on them to executive leadership.
• Budget Ownership and FinOps: Command vendor budgets, including AWS, Databricks, and other cloud and IT vendors, ensuring resource allocations are cost-effective and aligned with usage and performance requirements. Stand up and lead a formal FinOps practice that brings rigor and transparency to technology spend, including unit economics, forecast accuracy, commitment-based discount strategy, tagging hygiene, and showback/chargeback. Establish processes to measure, monitor, and report progress on cost-saving initiatives.
• Empower Engineering Teams: Develop and implement platform services to improve developer productivity, such as Infrastructure as a Service, CI/CD pipelines, observability, and self-service tooling, enabling engineering teams to operate more autonomously and efficiently.
• Run Corporate IT and End-User Computing: Own the employee technology experience end-to-end: device fleet, identity and access management, SaaS administration, helpdesk, and onboarding/offboarding. Establish service-level commitments for IT support and mature ticketing, escalation, and self-service so employees get unblocked quickly. Partner with Security and Compliance to ensure corporate IT controls satisfy regulatory commitments without slowing employees down.
• Team Leadership and Development: Hire, mentor, and develop a high-performing, multi-discipline organization across cloud platform, corporate IT, and FinOps, fostering a culture of innovation, reliability, and proactive problem-solving. Conduct regular 1:1s, support career development, and champion team needs with executive leadership.
• Vendor and Technology Evaluation: Assess, select, and manage partnerships with key cloud, data platform, and IT vendors to ensure HealthVerity leverages cutting-edge tools and services at optimized costs. Continually evaluate and integrate emerging technologies and platforms to improve the operations landscape.
• Reliability and Scalability Enhancement: Oversee strategies to increase system reliability, resilience, and scalability, implementing best practices in cloud architecture, observability, and performance monitoring to reduce incidents and improve SLAs. Lead disaster-recovery and business-continuity planning, including regular testing and executive-level reporting on readiness.

Required skill & experience

• 5+ years of experience in technology operations leadership, including direct ownership of large-scale AWS environments and the budgets that fund them.
• 5+ years of experience leading and managing hybrid or distributed teams across more than one operational discipline (e.g., cloud platform plus IT, FinOps, or SRE).
• Demonstrated experience in vendor management and budget optimization, particularly with AWS, Databricks, and related cloud, data, and IT providers, with measurable cost-savings outcomes.
• Experience running or formally partnering with a corporate IT / end-user computing function, including identity, SaaS, device management, and helpdesk.
• Familiarity with compliance and security standards like FedRAMP, ensuring that solutions meet necessary regulatory requirements.
• Proven track record in incident management and executing disaster recovery and business-continuity planning.
• Excellent executive communication — able to translate operational reality into business outcomes for the CEO and COO.

Base salary for the role is commensurate with experience and can range between $225,000 - 275,000 + annual bonus opportunity.

How you will help

As a Director, Real World Data Insights you will provide exceptional healthcare data expertise throughout the contract/project lifecycle. You will translate client needs into data solutions, leveraging the largest healthcare data ecosystem in the US. Your clients and colleagues will rely on you for your real world data and evidence subject matter expertise, your deep understanding of the questions life science companies are asking, your strategic and consultative decisiveness in evaluating and confidently recommending appropriate data for research needs, and your seasoned approach to helping clients get the best use out of data. 

What you will do

• Collaborate and consult with internal stakeholders and provide expertise on data assets that will support client’s research questions
• Leverage medical and pharmacy claims, EMR, lab, chargemaster, SDOH, and other emerging data assets to address your clients research questions
• Co-lead discovery conversations with clients and provide consultative expertise related to real-world data strategy, study design, cohort select and other project specific needs
• Translate complex needs and methodologies into clear, actionable guidance for clients’ cross-functional stakeholders
• Use your healthcare and industry knowledge to speak to the strengths and suitability of HealthVerity’s data assets compared to industry offerings
• Develop and execute on a comprehensive data strategy tailored to specific research and business needs
• Guide clients in appropriately selecting and maximizing the value of integrated, disparate data sources
• Serve as a trusted thought leader by providing strategic insights and recommendations beyond transactional data procurement
• Educate clients by hosting post-sale training sessions to impart your expertise and recommendations on the effective use of healthcare data
• Offer forward-thinking guidance on emerging data trends, novel analytic approaches, and best practices in real-world evidence generation
• Prepare and deliver study specific presentations, data feasibility assessments and proposals in the pre-sales phase
• Identify potential limitations or gaps early in the project lifecycle and propose mitigation strategies or solutions to enhance usability and client satisfaction
• Develop internal project specification and supporting materials, including market definitions, business rules and requirements documents
• Mine HealthVerity's vast data assets, using SQL or Python, in search of unique insights

How success is defined

• Serves as a strategic partner to sales leadership throughout the opportunity lifecycle
• Provides thought leadership to the broader RWD/RWE industry through publishing, presenting, and evangelizing the work HealthVerity is doing with government and life science clients
• Executes use case-specific training and educational events for clients and users of HealthVerity data
• Creatively and strategically positions HealthVerity to win against the competition by building trust and credibility as a subject matter expert (SME)

Required skills and experience

• Master’s degree in epidemiology, public health, public policy, statistics, math, health economics, life sciences, or clinical practice (e.g. RN, PharmD, Lab technologist, etc)
• At least 3 years experience in a consultative, client-facing role with participation as a core team member participating in RFI/RFP response, and prospective client meetings, with preference for customers in the government and life sciences industries 
• At least 5 years experience designing and executing research projects in RWD, epidemiology/ pharmacoepidemiology, HEOR, and/or real world evidence generation (RWE)
• Experienced in applying real-world data to specific healthcare and life-science related research questions and use cases in a variety of therapeutic areas
• Proficient in programming with experience in SQL or Python and experience coaching others in the use of standard code/scripts for healthcare use cases 
• Subject matter expertise across various healthcare data types (e.g. claims, EMR, labs, patient-reported outcomes, etc) and coding standards (e.g. ICD, CPT, HCPCS, CVX, LOINC, NUCC taxonomy, etc)
• Exceptional attention to detail and ability to identify and mitigate risk to a project or proposal outcome

Desired skills and experience

• Knowledge and passion for improving the healthcare systems and clinical outcomes by leveraging the largest data ecosystem in the US
• Experience planning and executing training and development programs against a long-term roadmap, preferably within the scope of a large enterprise life sciences contract
• Strong communicator, both written and oral, with the ability to translate client needs into actionable data solutions
• Team player, working collaboratively with colleagues, management, and staff across all levels of a cohesive organization
• Highly organized, consultative, and proactive critical thinking
• Thrives in a rapidly changing, fast paced environment
• Ability to travel for client meetings as needed (up to 10%)

Base salary for the role is commensurate with experience and can range between $165,000 - 190,000 + annual bonus opportunity.

How you will help

As a Rebate Analyst at HealthVerity, you will contribute your skills to support clients using our contract management platform empowering them to efficiently negotiate, execute and manage the increasing complexity of traditional rebate agreements while introducing enhanced capabilities to facilitate next generation medical rebate and value-based contract designs. You will communicate between our clients and our engineering teams on queries and requests for enhancements.

What you will do

• Plan and schedule the necessary activities for supporting client utilization of the Smart Contracts rebate technology
• Analyze manufacturer contract terms to ensure compatibility with rebate technology
• Perform contract set up support as required for each rebate period
• Assist with the coordination, analysis and validation of rebate reports and distribution of invoices for the rebate period
• Assess, implement and communicate critical information for maintenance of rebate modules; including, contract amendments and other changes that impact the rebate process
• Analyze and support contract disputes working with clients to ensure timely payment of rebates and admin fees
• Research and analyze client questions related to invoiced products and corresponding rates and qualification, and provide explanation, information and interpretation within area of expertise
• Prioritize and manage multiple projects and deliverables across various stakeholders 
• Maintain proper records and reports to track progress of client deliverables
• Ensure Smart Contract rebate technology user manuals and other client support resources are up to date

How success will be defined 

• Percent of completed and on-time projects and client deliverables 
• Number of complete and open client trouble tickets
• Turnaround time for correcting contract or invoice related processing mistakes/errors or change requests
• Accuracy and completeness of control records and contract analyses
• Client satisfaction score measured through “Stop Light Surveys” 

Required skills and experience

• Experience working within a PBM, pharmaceutical manufacturer or managed care organization; preferably PBM background, with pharmacy claims data, drug formularies, reimbursement, and pharmaceutical rebate contract experience
• Strong understanding of the claims adjudication process and pharmaceutical manufacturer rebate contract language and terms and conditions
• Familiarity with NCPDP field formats, 340B and payor contract reimbursement terms
• Knowledge of pharmacy claims reimbursement (ex. WAC, ASP, AWP, discounts, rebates, admin fees, etc.)

Desired skills and experience 

• Proficient in Microsoft products including Excel and Word
• Strong analytical skills
• Comfortable working with large datasets, including different healthcare data types such as: claims, enrollment, clinical, medical, pharmacy, contract and financial data from payers/providers
• Experience with Medispan data and medical coding (ex. HCPCs)
• Understanding of data sent to payers/providers and how to utilize it for benchmarking and measuring value-based contract performance
• Experience building dashboards around rebates, cost, and utilization metrics of patient populations
• Ability to assess, interpret and translate client needs into business requirements
• Working experience with relational databases and a data visualization tool (i.e., Tableau, PowerBI, Amazon QuickSight), plus knowledge of query tools

Base salary for the role is commensurate with experience and can range between $60,000 - 80,000 + annual bonus opportunity.

How You Will Help 

As a Senior Solutions Engineer, you’ll be pivotal in driving innovation and success by partnering with sales, product, and engineering teams to design tailored technical solutions for our customers, with a focus on supporting our media measurement and audience business. You'll facilitate decision-making and alignment across teams, removing barriers to close new business opportunities. By solving critical business needs, you'll ensure long-term customer success and inform our product roadmap and business strategy to meet evolving market demands efficiently.

What You Will Do

• Own the pre-sales development and documentation of SaaS configurations and technical solutions 
• Build relationships with clients as their primary technical resource throughout the sales cycle
• Understand the customer’s business needs and use case to develop creative solutions that drive satisfaction and lead to long term engagements
• Support clients with internal decisions regarding their technology stack and configuration for the use of HealthVerity products
• Scope solutions to fit within a customer’s budget and timeline
• Inform strategic decisions on new product/feature development and commitment of internal resources 
• Work with internal teams to determine level of effort and and feasibility of novel workflows and configurations 
• Develop technical workflow diagrams 
• Initiate process improvement initiatives to speed up the sales process and ensure seamless transitions to post-sale customer teams
• Support the media sales team by supporting existing customers utilizing HealthVerity Audiences and Media Measurement solutions, explain our methodology and solutions to prospective customers, and solution for new clients onboarding to either product offering

How success is defined

• High customer satisfaction: Consistently deliver solutions accurately and on time, scoring well internally
• Timely solution delivery: Meet or exceed turnaround times for clients and internal stakeholders
• Expertise in HealthVerity tools: Operate independently with solid knowledge of HealthVerity's tools and procedures
• Technical solution creation: conduct in-depth requirements analysis to fully assess client needs, design the solutions to meet those needs, and effectively convey HealthVerity's vision to the clients
• HeathVerity offering expertise: fully understand the client value of all HealthVerity’s technical and data offering
• Professional representation: Professionally showcase HealthVerity's solutions to clients and internal stakeholders, while taking the lead in opportunity management processes
• Collaborative team player: Actively contribute to teamwork and collaboration across HealthVerity, fostering a cohesive and supportive work environment

Required skills and experience

• 5+ experience in a technical pre-sales role (e.g. sales engineering, solutions architect), preferably in the SaaS B2B space or equivalent experience in product or data workflow design
• 3+ years work in a client facing role and project management experience in a complex technical environment
• 3+ years of experience using SaaS products in the workplace (e.g. Salesforce, JIRA, Confluence, and LucidChart or similar software)
• 1+ year of experience building AI-enabled internal and/or client-facing solutions using low code or no code tooling (LLM, workflow automation, agents)
• Strong written and verbal communication skills and experience collaborating across varying levels of stakeholders

Desired skills and experience

• Familiarity with the healthcare industry and data ecosystem; direct experience working with large healthcare datasets a plus.
• Familiarity with SQL, Python, Databricks, ETL processes, and AWS environments
• Knowledge and experience in a regulated industry (e.g. HIPAA)
• Knowledge and experience in digital & tv advertising, media audience targeting, and advertising campaign measurement
• Familiarity with media technology: media and website pixeling, activating programmatic campaigns via DSPs

Base salary for the role is commensurate with experience and can range between $120,000 - 140,000 + annual bonus opportunity.

What You’ll Do: 

The Employment team, within Legal and Government Affairs (LGA), partners closely with the People team and business leaders to support CoreWeave’s global workforce by delivering practical employment law guidance and building scalable, compliant employment frameworks across the jurisdictions in which we operate. In this role, you will advise on a broad range of U.S. and international employment law issues and help operationalize employment programs, policies, and practices that support a rapidly expanding organization.

About the role:

We are seeking a dynamic Senior Counsel, Employment, who will report to the Associate General Counsel, Employment, to advise on a broad range of employment law issues affecting CoreWeave’s global workforce. You will partner closely with the People team, and collaborate frequently with other key stakeholders, including Accounting, Payroll, Tax, Corporate Development, and Securities, to address workforce issues, manage legal risk, and support consistent employment practices as CoreWeave continues to scale. 

The ideal candidate will have experience supporting employment law issues in a multi-jurisdictional environment, preferably in a high-growth, technology environment. If hired, you will help support and implement CoreWeave’s employment strategy, programs, and policies while complying with applicable law in multiple jurisdictions in which CoreWeave operates. You will also help oversee litigation strategy and dispute resolution for the company across various substantive areas.

In this role, you will:

• Provide day-to-day legal advice and support under the direction of the Associate General Counsel, Employment on a variety of U.S. and global employment law matters, including recruiting, hiring, and terminations, employment and separation documentation, EORs and PEOs, compensation and benefits, leaves of absence, reasonable accommodations, performance management, restrictive covenants, employee classifications, employment disputes, organizational restructures, and transactional-related employment matters.
• Support and help manage the company’s litigation and pre-litigation matters across substantive areas (including employment, commercial, and regulatory disputes); partner with outside counsel on case strategy, discovery, settlement, and trial preparation; and coordinate with internal stakeholders on litigation holds, document preservation, and reporting.
• Provide timely, business-focused advice and counseling in support of CoreWeave’s workforce strategies and policies, including identifying jurisdiction-specific risks and escalating issues as appropriate, in accordance with evolving laws and regulations.
• Rapidly build trusted and inclusive partnerships with our People team and provide clear insights to address concerns and reach best outcomes.
• Review, interpret, draft, and update company policies and procedures.
• Monitor legislation, regulations, case law and government enforcement activities relating to relevant employment law areas, and surface key developments, trends, and risks to relevant Legal, People, and business partners.
• Help build a robust corporate compliance program, including assisting with enhancing and maintaining employment policies, processes, and training programs with scalable frameworks.
• Conduct legal research on U.S. and international employment law issues and prepare summaries and recommendations for review by senior team members.
• Work collaboratively to prioritize business objectives and support overall company success in a fast-paced, global operating environment.
• Support the management of outside counsel—including local counsel in non-U.S. jurisdictions—by coordinating requests, reviewing work product, and escalating recommendations as appropriate.
• Support other projects, as needed.

Minimum Qualifications:

• 5+ years of relevant employment law and litigation experience, including advising on U.S. and global workforce matters.
• Required experience supporting employment matters in a multi-jurisdictional environment, including working with EORs and/or PEOs, local counsel, or regional People teams outside the U.S. 
• Demonstrated litigation experience, including managing pre-litigation disputes, agency charges, internal investigations, arbitrations, and single-plaintiff and class/collective actions, and overseeing outside counsel through discovery, settlement, and trial.
• Experience gained through a combination of law firm and/or in-house roles, preferably at a global, high-growth, tech and/or publicly-traded company.
• Strong foundational knowledge of employment law and experience applying legal principles across jurisdictions.
• Ability to independently handle routine and moderately complex employment law matters, while exercising sound judgment regarding escalation.
• Strong interpersonal skills, including the ability to communicate effectively with a wide variety of people, collaborate with diverse business groups, and build strong working relationships. 
• Ability to receive feedback and demonstrate continuous growth within the role. 
• Strong problem-solving skills to digest issues, evaluate solutions, and recommend practical approaches.
• Excellent drafting, written, verbal communication, legal interpretation, and research skills.
• A commitment to professional conduct, excellence, and meticulous attention to detail, sometimes under time pressure.
• Ability to balance legal risk mitigation against business objectives with guidance from senior leaders.
• Experience working with or coordinating outside counsel, including non-U.S. counsel, preferred.
• J.D. degree & membership in at least one state bar. 

Wondering if you’re a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we’ve found compatible with our team. If some of this describes you, we’d love to talk. 

• Practical, solution-oriented and ready to roll up your sleeves.
• Excellent communication skills and a demonstrated ability to work collaboratively in a fast-paced environment.
• You’re curious about how AI, cloud, and digital infrastructure are reshaping the global economy.

Why CoreWeave?

At CoreWeave, we work hard, have fun, and move fast!  We’re in an exciting stage of hyper-growth that you will not want to miss out on. We’re not afraid of a little chaos, and we’re constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: 

• Be Curious at Your Core
• Act Like an Owner
• Empower Employees
• Deliver Best-in-Class Client Experiences
• Achieve More Together

We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us!  

The base salary range for this role is $143,000 to $210,000. The starting salary will be determined by job-related knowledge, skills, experience, and the market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility).

Please note:  This is a hybrid role requiring 3 days in office at our Philadelphia HQ - 1818 Market Street.

How you will help

As the Senior Director of Accounting, your role will be a strategic thought partner to the SVP, Finance, and other business leaders, driving financial excellence across the organization. You will ensure compliance with GAAP, adhering to deadlines, and promoting the continuous improvement of the related processes and systems. Your responsibilities include developing and implementing financial policies, ensuring compliance with financial regulations, performing financial risk assessments, and preparing financial reports and documents.

What you will do

• Primary ownership for company-wide accounting practices, processes and procedures
• Lead the month-end closing process and preparation of Board reporting packages
• Manage a team of accountants to ensure timely and accurate accounting entries along with cash flow management via accounts receivable/accounts payable
• Work collaboratively across the organization to track software development efforts and ensure accurate enforcement of capitalization policies
• Lead the year-end financial audit with our outside accounting firm
• Manage all tax compliance activities including the submission of federal, state and local reports – ensuring timely and accurate filing of tax returns
• Recommend and track benchmarks that are used to measure company performance
• Maintain a deep understanding of financial performance and communicate insights to senior management, including leading initiatives to improve management reporting. Introduce and enhance internal cost accounting reporting to enable better informed decision making across the organization
• Responsible for developing team members and providing professional guidance and coaching to ensure proper succession planning
• Responsible for remaining current with emerging accounting literature and developments. Also, responsible for researching and monitoring complex accounting issues that impact the company and developing any new accounting positions for the Company

How Success is Defined

• Establish complete confidence in financial accuracy and compliance by delivering consistent, accurate and timely financials
• Deliver actionable financial insights to improve decision-making across the business as a strategic partner
• Develop a high-performing team by strengthening the team’s capabilities, clarifying roles, and building succession depth
• Improve the speed and efficiency of financial operations including month end close, audit completion, tax filings and control processes

Desired Skills and Experience

• Bachelor’s Degree with Accounting or Finance Concentration
• 9+ years of Accounting experience, Big 4 and SAAS industry experience is a plus
• Hands on experience with NetSuite as well as other large ERP / accounting systems
• CPA strongly preferred
• Experience in the review and implementation of financial controls and procedures
• Demonstrated prior success supervising staff
• Excellent communication skills
• Must be detail-oriented and analytical
• Possessing a high sense of urgency, ability to interact with multiple levels within the organization and be an effective team player
• Highly Proficient in Microsoft Excel

Base salary for the role is commensurate with experience and can range between $150,000 - 187,000 + annual bonus opportunity.

Lead Risk Advisor

Location: New York, NY, Philadelphia

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. 

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

We’re looking for a Lead Risk Advisor to own client relationships end-to-end and help scale a risk vertical. You’ll work directly with business leaders to assess exposures, lead Risk Analyses, and deliver tailored solutions that drive measurable impact.

What You’ll Do:

• Own and manage a portfolio of client accounts end-to-end, driving strong relationships and delivering exceptional service.
• Lead client-facing Risk Analyses with senior executives, diagnosing coverage gaps and presenting tailored insurance solutions.
• Build and refine playbooks for your vertical to create repeatable, scalable best practices for future advisors.
• Collaborate closely with the Growth, Product, and Ops teams to ensure seamless execution and a differentiated client experience.
• Translate client needs into actionable insights for underwriting, operations, and product improvements.
• Track and report key client metrics to identify opportunities for expansion, efficiency, and impact.
• Contribute to the culture of excellence, curiosity, and accountability that defines our team.

Who You Are:

• 4–7 years into your career, ideally with experience in commercial insurance, risk management, or client advisory roles.
• Confident leading high-stakes client conversations and comfortable presenting analyses or proposals.
• Deeply curious about how businesses operate and motivated to become a trusted advisor to their leaders.
• Strong communicator who thrives in fast-moving, collaborative environments.
• Highly detail-oriented and accountable — you own outcomes, not just tasks.
• Coachable and eager to learn; open to feedback and committed to growth.
• Drawn to environments where performance is rewarded with real upside and autonomy.
• Hardworking, kind, and humble — the type of teammate others want to work with.

For candidates based in the United States, the expected OTE pay range for this position at the start of employment is $140,000 – $190,000/year. Actual compensation will vary based on individual factors, including market location, relevant experience, and role scope. In addition to base salary, this role is eligible for variable compensation tied to performance or quota attainment, where applicable. WithCoverage’s Total Rewards package for full-time employees also includes equity participation and comprehensive benefits.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

Recruiter (Founding Talent team member)

Location: Preference for this team member to be based near one of our hubs in New York, NY, Chicago, or Philadelphia, but open to considering a remote US-based hire.

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. 

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.

Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

As our early joiner End-to-End Recruiter, you will play a critical role in building the teams that power WithCoverage’s growth. You’ll own the full recruiting lifecycle—partnering closely with leadership to attract, engage, and hire top-tier talent across Sales, Growth, Product, Engineering, Risk, and other critical functions.

This is an exciting opportunity as a founding Talent team member to join a fast-growing startup where your work will have a direct impact on the company’s success. You’ll help shape hiring strategy, build scalable recruiting processes, and act as a trusted advisor to hiring managers as we grow.

What You’ll Do: 

• Own the end-to-end recruiting lifecycle for roles across Sales, Growth, Product, Engineering, Risk, and other business-critical teams, from intake through offer and close
• Partner closely with the Head of Talent and hiring managers to define hiring needs, role requirements, and ideal candidate profiles
• Proactively source and engage candidates using LinkedIn Recruiter, Juicebox, and other creative sourcing strategies
• Manage and optimize candidate pipelines in Greenhouse, ensuring an excellent candidate experience
• Coordinate and drive interview processes, including scheduling, feedback collection, and decision-making
• Act as a brand ambassador for WithCoverage, clearly communicating our mission, culture, and value proposition to candidates
• Use Slack to collaborate cross-functionally and keep stakeholders informed throughout the hiring process
• Track recruiting metrics and continuously improve hiring efficiency, quality, and speed
• Support the evolution of recruiting processes and best practices as the company scales

Who You Are: 

• 3-5+ years of experience as an end-to-end recruiter, with a strong focus on outbound sourcing for roles across Sales, Growth, Product, Engineering, Risk, and similar functions. Ideally, having a blend of high volume (agency) and internal corporate recruiting experience.
• Proven experience sourcing and hiring in a startup or high-growth environment
• Hands-on experience with LinkedIn Recruiter, Greenhouse, Juicebox, and Slack (or similar tools)
• Comfortable managing multiple roles and priorities in a fast-paced environment
• Strong stakeholder management skills -- you know how to partner with leaders and influence hiring decisions
• Data-driven, organized, and process-oriented, while still being flexible and scrappy
• Passionate about building diverse, high-performing teams
• Excited to work within a startup company and help build recruiting foundations from the ground up

For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $70,000 – $120,000/year. Your exact offer may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Total compensation for this position may also include equity, a performance tied annual bonus, and employee benefits.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

The Managing Director of Accounting Advisory position has primary responsibility of assisting with oversight over a service line and engagement team. As a leader of the firm, the Managing Director will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities:

• Assist in leading the growth of the Advisory practice by partnering with Leadership in developing and implementing strategic and tactical plans in accordance with the firm’s mission and vision and the commitment to always act as a trusted partner to our clients.
• Elevate the Centri Brand by demonstrating thought leadership and embracing our marketing and sales programs.
• Building national relationships to further expand the Centri Brand in developing business and revenue for the Firm. 
• Lead and manage multiple concurrent engagements within the Accounting Advisory practice to provide technical accounting and financial or business advisory guidance to clients.
• Demonstrate advanced knowledge of complex accounting concepts to support Firm initiatives and development opportunities with internal knowledge sharing and panel discussions.
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables.
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Responsible for ensuring the engagement team has an in-depth understanding of the client’s business.
• Assist in other duties and projects as assigned.

Required Skills/Abilities:

• Strong working knowledge of the Generally Accepted Accounting Principles.
• Thrives in an environment of changing priorities.
• Ability to work towards enhancing technical and project management skills through on the job feedback and performance evaluations.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Above average written and verbal communication skills.
• Have an understanding of the services offered by the Firm, look for opportunities to represent the Firm, grow the client base and increase brand recognition.
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become and expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• Active CPA
• 12+ years of relative accounting experience; public accounting or professional services experience highly preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.

This position is an exempt position as it relates to the fair labor standards Act.  Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

This Director will provide accounting advisory services including, but not limited to, IPO and M&A Readiness, SEC Compliance & Financial Reporting, CFO Advisory, Transaction Advisory, Technical Accounting Research, and addressing the need for continuous improvement and optimization of the finance and accounting functions. In addition, the ideal candidate has a strong desire to build and maintain a book of business. To succeed in this role, you should also have strong coaching and team management skills, as well as the desire to mentor staff

Responsibilities:

• Delegate the preparation of the financial statements and technical accounting position papers to the engagement team members for both public and private companies, as well as other required support materials
• Review accounting memos, financial statements, and other client deliverables prepared by engagement team members, ensuring general accounting standards are applied appropriately
• Independently provide conclusions and recommendations on application of complex accounting guidance to clients and external parties
• Independently facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals
• Assist engagement partners in developing budget plans, communicate those budgets to the engagement team and monitor team progress
• Take ownership engagements while managing upward and downward expectations to ensure deadlines are met and project stays on budget
• Lead multiple engagement teams simultaneously to further the Firm’s goals and objectives

Qualifications:

• Bachelor's degree in relevant discipline (e.g. Accounting, Finance or Business Related Field) required
• Twelve plus years of relative accounting experience; public accounting or professional services experience highly preferred.
• CPA license is required
• Strong working knowledge/expertise with any of the following:
• Preparation of SEC filings including Form 10-K, 10-Q, S-1 and 8-K/A
• Addressing SEC Comment Letters
• Technical Accounting Research & Position Papers
• IPO Readiness & Reporting
• Carve-out Financial Reporting

Salary Statement:

The salary range(s) displayed is/are specifically for those potential hires who will perform work in or reside in the location(s) listed below, if selected for the role. Any offered salary is determined based on internal salary ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. CPA), for example.

New York City Salary Range: Low: $175,000 - High: $215,000 (NYC)

Client Service Manager

Location: Philadelphia, PA or Salt Lake City, UT

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners.

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

Partner with Risk Advisors on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience.

What You’ll Do:

• Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. 
• Facilitates the timely and accurate flow of information between clients, and Risk team members, keeping all parties informed. 
• Handles client open items lists and responds to client ad-hoc requests. 
• Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
• Actively supports and monitors the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down binders, policies, and endorsements.
• Receives and handles routine and sophisticated coverage inquiries.
• Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
• Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems. 
• Ensures tools are understood and used. Performs related duties as assigned.

Who You Are:

• 2+ years of commercial insurance experience required (preferably in an Account Management role)
• Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
• High school diploma or equivalent required 
• Associates degree preferred 
• Experience supporting complex clients is preferred

For candidates based in the United States, the expected pay range for this position at the start of employment is $100,000 – $140,000/year. Actual compensation will be determined based on factors such as market location, job-related skills, experience, and qualifications. This role may also be eligible for additional variable compensation, including quota-based incentives where applicable. WithCoverage offers a comprehensive Total Rewards package for full-time employees, which includes equity grants and a robust suite of benefits.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

The Director of Maintenance (DOM) is responsible for overseeing and maintaining the upkeep of the building facilities and amenities according to brand standards while also contributing to resident satisfaction. The DOM leads a team of Maintenance Technicians and Porters while working side by side with the property management team to schedule unit turnovers, building inspections, work orders and all other maintenance needs.

This is a live-in position; the selected candidate will be required to reside on-site.

Responsibilities

Compliance

• Ensuring the facilities meets safety codes according to municipality and state requirements including but not limited to fire protection systems, waste, and recycling removal
• Elevators - manage and ensure third party vendor is maintaining systems per contractual requirements

Management

• Oversee porters & maintenance teams + schedules and ensure all job tasks and responsibilities are being completed up to expectations and timelines
• Process, track, and effectively submit department payroll on a biweekly basis
• Conduct regular building walk throughs and inspections with management, including all grounds and MEP equipment rooms
• Development a full understanding of the building blueprints and schematics
• Utilize asset tracking system, Entrata, to ensure maintenance team is completing work orders and maintenance requests timely to help drive resident satisfaction.
• Accurately utilize Make Ready Board in Entrata including schedules of pre-move out inspections and scheduled dates of work to be completed
• Ensure all move-in procedures including make ready and inspections are up to brand standards and expectations of resident experience
• Maintain all public spaces/amenity areas + back of house areas per Urby standards
• Ensure all maintenance service agreements are being scheduled accordingly with contractors (Landscaping, Generator, HVAC, etc.)
• Oversee all preparations for reopening and closing of pool including vendor contracts and FFE
• Acts as a liaison to ensure all commercial retail is abiding to all community guidelines related to repairs + maintenance
• On call availability in the event of all building related emergencies

Financial

• Ability to understand monthly finance reporting compared to budget and keep expenses in line with budget
• Work directly with General Manager and Area Director of Maintenance in managing capital expenditures
• Look for areas of opportunity to reduce expenses and supplies to increase efficiency of spends

Attributes

• Ability to communicate clearly and pleasantly with residents and co-workers.
• Enthusiasm – Great employees are enthusiastic about their jobs allowing them to provide the best experience to the residents.
• Exemplifies leadership qualities
• Organized - Comfortable working in fast paced environments with the ability to manage multiple projects simultaneously
• Strong time management skills, ability to delegate work tasks, and an acute attention to detail

Employee Benefits

Time away

• Generous PTO policy + EOY rollover
• 10 paid company holidays
• Paid parental leave

More than just your salary

• 401k + company match
• Discounted employee rent program
• Free parking + pre-tax commuter benefits
• Monthly spot bonus programs
• Employee referral incentive
• Discounts at all in-house cafes 

Health + Wellness

• Gym + pool access at any of our Urby locations
• 80% employer sponsored Cigna medical, dental, vision plans
• HSA + FSA with up to $2,500 company match
• Mental health support available through Ginger

Culture

• Social work environment with fast paced start-up energy
• Company outings including a beach party day!
• Complimentary snacks and monthly team lunches
• Casual but cool dress code

Growth + Development

• Networking events
• Cross-training programs
• Tuition reimbursement

Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters.
Among other strengths, Sterlington is the ultimate law firm for founders, senior executives, and UHNWIs as well as their related businesses.

Learn more at: www.sterlingtonlaw.com/

The Role:

Working with a leading Corporate/M&A partner, you will ideally have 4-8 years’ general corporate law experience. We are particularly keen to speak to Attorneys with experience of working on a variety of transactions, including joint ventures.

Deal-making is our core competency, with an active practice representing buyers and sellers in a variety of industries. Our team is commercially minded, creative, and practical.

We regularly act for buyers and sellers in middle market transactions valued between $50m and $1b and advise founders and significant investors in $1b + transactions. We regularly represent investment managers and wealth management platforms on spinouts and rollups.

In the Corporate group, we also work in Investment Management, Finance, Crypto and fintech, Cyber security and data privacy, and Tax.

QUALIFICATIONS AND ATTRIBUTES:

• 4-8 years of experience in Corporate and M&A/joint ventures law at an AM Law 100 firm, ideally with experience in a variety of transaction structures, including joint ventures.

Full-time employees are eligible for enrollment in our Medical, Dental, and Vision insurance plans, as well as our 401(k)-retirement program.

Sterlington uses E-Verify to confirm employees’ work authorization.

At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply

How you will help

Accelerate customer and partner needs into clear, reliable, and scalable data and AI solutions, while strengthening HealthVerity’s engineering framework through real-world application and feedback.

As an AI Staff Engineer at HealthVerity, you will embed with customers and cross-functional teams to rapidly translate complex business problems into well-designed data flows, AI-enabled capabilities, and production-ready systems. You will help turn fragmented or bespoke customer requirements into smooth, repeatable data processes that align with our platform strategy.

Through hands-on delivery, you will also advance HealthVerity’s engineering and AI frameworks; validating patterns, surfacing gaps, and shaping standards that make it easier for teams to build, deploy, and operate intelligent data products at scale.

What you will do

• Lead technical discovery engagements with customers or internal partners to deeply understand business workflows, constraints, data realities, and success criteria.
• Rapidly prototype and iterate on pragmatic solutions; often using AI/ML, data pipelines, and backend services to validate value early and reduce delivery risk.
• Design and deliver production ready systems, including APIs, data pipelines, ML workflows, and cloud-native services, aligned with HealthVerity’s architecture and security standards.
• Own deployments and scaling efforts, troubleshooting complex issues across data, infrastructure, and application layers in real customer environments.
• Translate field learnings into leverage, feeding actionable insights back into product strategy, platform roadmap decisions, and reusable engineering patterns.

How success will be defined

• Successfully deliver multiple high-impact customer or partner engagements, translating ambiguous business needs into production-ready technical solutions.
• Drive adoption and demonstrated the value of HealthVerity platform capabilities within real customer environments.
• Build strong, trusted relationships with customers and internal stakeholders, reflected in consistently positive feedback on technical delivery and collaboration.
• Influence product and platform direction by bringing concrete, field-driven insights into roadmap, architecture, and prioritization discussions.
• Leave behind durable, maintainable solutions and reusable patterns that scale beyond individual engagements.

Required skills and experience

• 8+ years of software engineering experience, delivering production systems in Python, and/or JavaScript/TypeScript.
• Experience building data-intensive, distributed systems, including APIs, data pipelines, and cloud-native services (AWS or similar).
• Demonstrated experience owning and productionizing AI/ML solutions—taking them beyond experimentation into reliable, monitored workflows and systems
• Strong ability to operate in ambiguous, customer-driven problem spaces and make sound technical decisions.
• Clear communicator with the ability to work effectively across engineering, product, and customer teams.

Desired skills and experience

• Experience working in regulated or compliance-driven environments (e.g., healthcare, life sciences, financial services).
• Background in customer-facing or domain-embedded engineering roles (e.g., forward-deployed, solutions, or consulting).
• Familiarity with modern data platforms and analytical workloads (e.g., Databricks, Spark, Snowflake).
• Experience influencing product or platform direction through real-world delivery or field-driven insights.

Base salary for the role is commensurate with experience and can range between $170,000 - 220,000 + annual bonus opportunity.

Are you looking for the opportunity to make an impact?

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.

The Fund Manager provides analytical and administrative support to the AVP Fund Managers from inception through stabilization of LIHTC Funds and their underlying properties.  Thereafter, the Fund Manager is responsible for investor reporting, client servicing and aggregation of Berkadia’s portfolio data. 

We Innovate to shape the future of CRE, so in this role you will:

• Perform quarterly updates to property level and Fund level projections based on actual events and annual tax returns, with specific attention to capital contribution adjusters, capital accounts and investor IRR.
• Manage quarterly Fund financial statements and assist with the preparation and review of monthly Corporate financial statements, maintaining related workbooks and schedules.
• Review Fund and Partnership operating agreements, record transactions, and monitor capital contributions received from investors and paid to Partnerships, ensuring all capital accounts are up to date.
• Ensure compliance with Fund level operating agreements, analyze post-close waiver requests submitted by Asset Management and make recommendations to VP Fund Management. Coordinate and manage Fund audits, tax returns, and investor K-1 preparations.
• Manage quarterly reporting obligations, investor requests, and annual analyses of Fund reserves.
• Collect, maintain and analyze data for annual Syndicator Assessment reports.
• Collaborate with Asset Management department and manage workflow with support from Berkadia’s Global Production team (remote office in Hyderabad, India). 

We Stand for Excellence, so to achieve success in this role you should have:

• Experience in fund/partnership accounting and tax preparation, with LIHTC experience highly desirable; CPA designation preferred.
• Strong quantitative and analytical skills, with proficiency in financial modeling and Microsoft Office applications.
• High attention to detail and accuracy, with the ability to manage complex financial data effectively.
• Excellent communication skills, both written and verbal, to convey information clearly and professionally. 
• 3+ years of experience in a similar position.
• Bachelor's degree or equivalent.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

#LI-HF1 #LI-REMOTE

• Coordinate real estate listings and transactions
• Document tracking for a large volume of real estate transactions from contract to close, ensuring compliance with brokerage and legal requirements
• Communicate with clients, agents, lenders, attorneys, and inspectors.
• Ability to digest detailed contracts and make informed decisions based on content, with a focus on the details
• Managing and tracking contract deadlines to ensure all timelines are met
• Responsible for recruiting new agents to the program and retaining existing agent clients
• Ensure titles are clear to make it to settlement
• Order tax liens, payoffs, fee sheets, and all the behind the scenes work that has everything to do with the title
• Careful attention to file review requirements
• May be accountable for specialized and/or functions with transaction conveyancing
• Drives agent participation in full-service conveyancing and contract-to-close offering
• Provides compliance and full-service support and central point of contact for agents during the conveyancing/CTC process
• Communicates effectively with agents and outside parties and provides excellent customer service
• Can be the lead point of contact for high-touch agents

• B.A. or B.S. degree preferred
• 3+ years of real estate experience preferred (Conveyancing & Contract to Close)
• Strong written and verbal communication and presentation skills
• Real estate license 
• Title Licensure or Title Experience a +
• Customer service-oriented personality and positive attitude
• Impeccable attention to detail and problem-solving skills
• In-depth knowledge of Real Estate Transaction Coordination from listing to close.
• Strong knowledge of the real estate laws in PA/DE/NJ
• In-depth knowledge of Real Estate Transaction Coordination and Compliance - DocuSign, Google suite, experience with tcDocs a plus
• Experience with best practices in real estate transactions

The base pay range for this position is $29.00 - $32.00/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonuses may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.

Risk Team Lead / Director

Location: New York, NY or Philadelphia, PA

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. 

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

As the Director of Risk Management, you’ll lead our strategy and execution for client risk advisory, helping clients understand, mitigate, and transfer risk across their portfolios. You’ll partner closely with advisors, service teams, and executive leadership to deliver world-class risk solutions that drive retention, growth, and operational excellence.

What You’ll Do:

• Directly responsible for client retention, client servicing, and oversight on new client placements across WithCoverage’s Risk Advisory Team
• Manage a growing team of Risk Advisors to ensure all conversion, execution, and servicing timelines are met
• Monitor and address performance metrics with Risk Team to ensure performance expectations are met across a rapidly growing client base.
• Maintain a culture of excellence across the Risk Team as it pertains to day to day work, client engagement, and internal operational execution.
• Lead the design and implementation of client risk management programs across multiple industries and lines of business (P&C, Workers Comp, Auto, Cyber, etc.)
• Partner with Risk Advisors to deliver comprehensive renewal and risk mitigation strategies
• Partner with Risk Advisors to oversee loss analysis, benchmarking, and claims trends to guide client decision-making and carrier negotiations
• Partner with Risk Advisors to evaluate client operations, exposures, and contractual risks to propose proactive solutions
• Support internal education and development of best practices across the risk team
• Collaborate with leadership to enhance processes, tools, and technology for risk advisory delivery

Who You Are:

• 8–12 years of experience in commercial insurance or risk management, ideally within a brokerage or consulting environment
• 2+ years of quota carrying-people management experience, ideally in a fast paced and high ownership environment
• Deep understanding of commercial lines (GL, Property, Auto, WC, Umbrella, and Specialty)
• Proven ability to communicate complex insurance concepts to executive-level clients in a clear, advisory tone
• Strong analytical and strategic thinker, comfortable working across clients and industries
• Leadership mindset with a desire to mentor others and build scalable systems for growth
• Designations (CPCU, ARM, CIC, CRM) preferred but not required

For candidates based in the United States, the expected pay range for this position at the start of employment is $200,000 – $300,000/year. Actual compensation will be determined based on factors such as market location, job-related skills, experience, and qualifications. This role may also be eligible for additional variable compensation, including quota-based incentives where applicable. WithCoverage offers a comprehensive Total Rewards package for full-time employees, which includes equity grants and a robust suite of benefits.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

Risk Advisor

Location: New York, NY or Philadelphia, PA

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners.

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

We’re looking for a Risk Advisor to own client relationships end-to-end and help scale a risk vertical. You’ll work directly with business leaders to assess exposures, partake in Risk Analyses, and deliver tailored solutions that drive measurable impact.

What You’ll Do:

• Own and manage a portfolio of client accounts end-to-end, driving strong relationships and delivering exceptional service.
• Build and refine playbooks for your vertical to create repeatable, scalable best practices for future advisors.
• Collaborate closely with the Growth, Product, and Ops teams to ensure seamless execution and a differentiated client experience.
• Translate client needs into actionable insights for underwriting, operations, and product improvements.
• Track and report key client metrics to identify opportunities for expansion, efficiency, and impact.
• Contribute to the culture of excellence, curiosity, and accountability that defines our team.

Who You Are:

• 2+ years into your career, ideally with experience in commercial insurance, risk management, or client advisory roles.
• Confident leading high-stakes client conversations and comfortable presenting analyses or proposals.
• Strong critical thinking skills, with experience evaluating complex coverage programs, synthesizing risk, coverage, and cost considerations, and translating analysis into actionable strategies.
• Deeply curious about how businesses operate and motivated to become a trusted advisor to their leaders.
• Strong communicator who thrives in fast-moving, collaborative environments.
• Highly detail-oriented and accountable — you own outcomes, not just tasks.
• Coachable and eager to learn; open to feedback and committed to growth.
• Drawn to environments where performance is rewarded with real upside and autonomy.
• Hardworking, kind, and humble — the type of teammate others want to work with.

For candidates based in the United States, the expected pay range for this position at the start of employment is $85,000 – $125,000/year. Actual compensation will be determined based on factors such as market location, job-related skills, experience, and qualifications. This role may also be eligible for additional variable compensation, including quota-based incentives where applicable. WithCoverage offers a comprehensive Total Rewards package for full-time employees, which includes equity grants and a robust suite of benefits.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

Growth Lead

Location: New York, NY

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. 

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

Join With Coverage as a Growth Lead on the Growth team - you’ll own and scale one of our fastest-growing verticals end-to-end. This is a sales-driven leadership role where you’ll drive growth of the vertical across the full conversion cycle, build deep industry relationships, and lead all aspects of deal execution.

We’re looking for someone who wants ownership, thrives in high-performance environments, and is eager to accelerate their career by building something meaningful. You’re motivated by results, comfortable operating with autonomy, and willing to put in the work required to achieve outsized outcomes as you directly shape the growth of one of our key business verticals.

What You’ll Do:

• Own the vertical’s growth. Become the true owner of a key business line as the Vertical Lead responsible for pipeline generation, relationship development, and deal execution.
• Drive execution. Generate demand through targeted outreach, manage the pipeline, and guide prospects through the full conversion cycle with clear communication and follow-through.
• Develop industry relationships. Develop a deep understanding of your vertical and build deep relationships with industry C-suite leaders, associations, and connectors.
• Shape the GTM playbook. Shape the sales playbook in partnership with an Insurance Lead and give product feedback to address the needs of your customers
• Build pipeline. Expand referral networks and identify new go-to-market opportunities to consistently grow qualified opportunities.

Who You Are:

• 4+ years in relevant fields (high-growth startups, management consulting, or investment banking/PE/VC)
• Expert relationship manager and networker, with capacity to excel in B2B sales closing 6-7 figure deals
• Excellent communication and executive presence – you will represent the brand
• Quick learner

For candidates based in the United States, the expected OTE pay range for this position at the start of employment is $200,000 – $250,000/year. Actual compensation will vary based on individual factors, including market location, relevant experience, and role scope. In addition to base salary, this role is eligible for variable compensation tied to performance or quota attainment, where applicable. WithCoverage’s Total Rewards package for full-time employees also includes equity participation and comprehensive benefits.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

Delivering Customer Success is an important focus for Dataiku. As a 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).

This position is based in Philadelphia, PA and will require 3 days in-office per week. Preference is for Tuesday, Wednesday and Thursday.

How you will help

This enterprise-wide function is responsible for evolving our company’s capabilities; for strategically planning and leading project and program management; and to drive decision-making and execution of the company’s portfolio of critical work. This includes development and consistent improvement to the processes by which strategic programs and projects are scoped, prioritized, planned and resourced as well as leadership of execution around our most important day-to-day programs through a centralized program management function in partnership with functional-level project managers.  The Vice President ensures strict adherence to company operational and quality processes to ensure on time and absolute client satisfaction.   In addition, the VP interacts with our key clients to ensure company services are provided in a quality manner.  This role will coordinate all reporting mechanisms to ensure a clear and coordinated single source of truth to measure performance.  Functional areas of influence include Engineering, Data Warehouse, Service Delivery, Sales (client-facing) and our leadership team. 

What you will do

• You will be responsible for influencing organizational thinking for how we should manage technology implementations for continuous improvements; and drive consistency throughout our organization in how we implement and deliver our technology processes, programs, and projects. 
• In addition, you will be expected to build and demonstrate a strong competency and business knowledge on assigned initiatives. 
• Lead and grow a team of experienced project management professionals that strive for excellence and consistency across HealthVerity. These professionals are assigned to specific clients, teams, software and data verticals or assigned as needed to strategic projects. You are to provide coaching and performance feedback continuously.
• Focus engagement teams to define and deliver business outcomes (get results through others, transparent and clear delegation, provide coaching and feedback). This is an opportunity to manage up and influence leaders with candid, professional communication and guidance.
• Lead the prioritization, identification and implementation of project management processes, methodologies, tools, guidelines and standards in order to establish a best in class framework that supports all project teams and stakeholders to improve the probability of successful project delivery. 
• Set a weekly, monthly and quarterly reporting rhythm to support on-time delivery and high quality assurance across our software, data and services.  
• Establish and communicate key KPIs to demonstrate operational performance.  
• Drive the implementation of the latest methodologies in PMO processes to ensure continuous improvement.
• Serve as “ the glue” between company functions ensuring adherence to agreed upon processes, standards and management reporting, and be able to communicate and collaborate where there are gaps so that we can close them
• Manage and upskill the careers of a talented team of project managers to maximize retention and personal growth.

How success is defined

• Establish a scalable and effective project management framework that enhances cross-functional collaboration and program execution.
• Build strong relationships with key stakeholders across Engineering, Data, Service Delivery, and Sales to drive alignment and efficiency.
• Implement a structured reporting system with clear KPIs to track program performance and support data-driven decision-making.
• Optimize processes to achieve operational excellence and improve project delivery success.
• Foster a culture of continuous learning and professional development, ensuring team growth and high engagement.

Required skills and experience

• 10+ years experience leading a Program Management function preferably in a data, technical, healthcare, pharmaceutical, financial services or military function.  
• College degree required and master's degree preferred.
• Certified PMP.
• Strong business acumen, deep understanding of, and experience in the operations of the firm's business practices
• Strong analytical, problem solving, and critical thinking skills
• Ability to design and take initiatives from abstract to concrete
• Can think strategically but also execute operationally with an attention to detail
• Excellent communication and presentation skills, with the ability to translate quantitative and qualitative analyses into clear messages and informed responses to leadership
• Proven experience in complex project or program management, product ownership and Agile methodology
• Proficiency in project management software and tools

Base salary for the role is commensurate with experience and can range between $170,000 - 205,000 + annual bonus opportunity.

Welcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings.  

Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. We are seeking big thinkers to lead us into the future and explore the career of a lifetime. 

• Ranked the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees) 

• An Inc. 5000 fastest growing private company in America every year since 2007! 

Description:  

This role is responsible for generating sales, increasing revenue and profitability.  This position establishes and develops client relationships as well as works with one or more recruiters to fulfill open job orders. The position will collaborate with business stakeholders, business leaders and subject matter experts to plan and deliver projects effectively and timely. 

Essential Job Functions: 

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. 

Duties and Responsibilities: 

• Establish and maintain target list developing client relationships.    

• Conduct prospecting activities including phone calls, “ad calls,” skills marketing, email, social media, in-person meetings, and other methods.    

• Generate new job orders weekly in line with performance objectives. 

• Manage new and open job orders from intake to fulfillment.    

• Utilize Bullhorn to log all activity, notes, and information vital to managing and growing a book of business as well as planning daily activities.    

• Collaborate with teammates to cross-sell and/or fulfill open positions across other lines of business and/or national practices as appropriate.    

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. 
 

Desired Competencies:  

• Customer/Candidate Focus - Builds strong customer relationships and delivers customer-centric solutions. 

• Results Oriented - Consistently achieves results, even under tough circumstances. 

• Communicates Effectively - Develops and delivers written and verbal communication that conveys clear understanding of different audiences and their levels of comprehension. Active listener to ensure clear understanding. 

• Planning Forethought and Alignment - Plans and prioritizes work to meet commitments aligned with organizational goals. 

• Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity. 

• Decision Quality -  Makes good and timely decisions that keep the organization moving forward. 

• Collaborative - Partners and connects with others to achieve shared goals or objectives, seeking input and inspiring others to value the same, building trust with each collaborative interaction. 

Education and Experience:  

• Bachelor’s Degree required.  

• 12-24 months selling accounting/financial project solutions or comparable client relations experience in audit, tax, and/or public accounting. 

• CPA, CFA, MBA or other professional designation a plus.  

About Rewards Network

For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs.

Our Culture 

At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential.

Job Overview

As an outside Account Executive, you will drive the company’s growth while building your career and earning lasting rewards. We need your sales expertise and drive to help us grow local restaurants in your territory.

Join our Team.

This is a field sales opportunity within the Philadelphia, PA territory. Candidates MUST live locally to this area.

Responsibilities

• Prospect and acquire new customers through cold calling, door-to-door sales (25+ daily), and additional outreach to meet and exceed sales quotas. 
• Develop and grow a robust pipeline, scheduling in-person meetings with decision-makers and advancing sales through the process. 
• Build lasting relationships with new leads and existing customers, ensuring high engagement and awareness of new product offerings. 
• Meet and exceed weekly and monthly sales goals, including cold calls, in-person meetings, presentations, and closing deals. 
• Collaborate with internal teams, such as account managers and revenue operations, to ensure both individual and company-wide goals are met. 
• Maintain comprehensive sales records and follow-up activity in our CRM system (Salesforce). 

Qualifications

• 4+ years of proven success in outside sales, preferably with experience with high volume sales in financial services, marketing, restaurant or related industry. 
• Prospector mentality with a persistent, self-motivated approach to new business development in a field sales environment. 
• Strong financial acumen, with the aptitude to confidently discuss fees, acceptance, and financials with customers. 
• Excellent communication, both verbal and written, with the aptitude to present to prospective customers and influence meetings. 
• Experience using CRM systems, ideally Salesforce, and familiarity with MS Office/Outlook. 
• High school diploma or equivalent.  

What you’ll love about us

• Competitive base salary and uncapped monthly commissions
• Auto allowance and eligibility for additional prizes, including our annual President’s Club trip. 
• Sales Academy: In-depth training to help you build confidence and a thorough understanding of our products.

Comprehensive benefits including: 

• Generous dining reimbursement when you dine with our restaurant customers.  
• Promotion opportunities based on defined metrics and career path to Management. 
• Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave.
• 401(k) plan with a company match
• Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
• Partnership with Rx n Go, offering certain prescriptions for free.
• Two dental plan options and a vision plan
• Flexible Spending Accounts and a pre-tax commuter benefit program
• Accident, Critical Illness, and Hospital Indemnity Insurance Plans
• Short Term and Long-Term disability  
• Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
• Employee Life Assistance Program 

 Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity. 

How you will help

We are seeking a Vice President - Marketing with extensive B2B, account-based marketing and direct to Pharma experience to build and creatively communicate our real-world data value proposition to Pharmaceutical Manufacturers, Government health agencies, Health systems, Insurance carriers and Analytics companies that serve those market segments.  In this senior role, you will own the strategic build out and execution of our digital, PR and trade show marketing strategies as we evangelize our approach to key stakeholders across the healthcare landscape . This includes responsibility for evolving our positioning, competitive differentiation, messaging and customer engagement around our identity, privacy, governance and data exchange solutions that support HealthVerity Marketplace, the nation’s largest healthcare and consumer data ecosystem.

You will work collaboratively with our executive team and will report directly to our Chief Operating Officer. 

What you will do

• Become our chief storyteller - demonstrate the ability to quickly understand our products and value add so as to meaningfully evangelize our unique selling proposition to clients and employees.
• Market Positioning and Product Strategy
• Collaborate with our Product and Sales Teams to develop a provocative product positioning and messaging strategy that will resonate with our target client personas
• Refine client personas types – who they are, how they buy, and what key criteria guides their buying decision process based on each buyer persona
• Identify customer successes and pain points
• Determine how HealthVerity can solve those pain points translating use cases and workflows into customer solutions (benefits) while highlighting our successes
• Evolve our sales and marketing processes including working tightly with our product team to:
• Share insights from prospects and customers
• Plan the launches of new products and releases for existing products
• Refine product positioning and differentiation guidance for the sales team
• Become a thought leader on customer needs, market dynamics, company capabilities, competitive landscape, and product differentiation
• Strategic Planning and Execution
• Develop a strategic marketing plan for our key products including HealthVerity Marketplace, Taxonomy, Identity Manager and new product launches 
• Develop the arc of a story to create a meaningful and long-term dialogue with customers through digital, trade show and PR efforts
• Manage to KPIs and develop a comprehensive closed-loop marketing program to measure and monitor key metrics and ROI from marketing programs including marketing qualified leads
• Optimize and recommend improvements to marketing campaigns based on results
• Build marketing models and playbooks which allow us to scale and automate manual tasks so that the team is focused on strategic problem solving
• Retain, recruit and harmonize an amazing team by hiring, nurturing, and managing great marketers
• Brand Awareness
• Provide strategic direction, prioritization, and oversight of our branding and awareness efforts as it relates to our public relations strategy, our complete digital footprint (web, social media, email campaigns etc.), and physical presence at events or conferences
• Evangelize our strategic direction for content creation (e.g. sales presentations and documentation, sell sheets, product videos, case studies, website copy, landing pages, social media, etc.) that clearly articulates the use cases and differentiation of our products 
• Source and manage internal and external third-party resources to execute digital marketing campaigns, content ideas, and strategies
• Promote our company culture as a best place to work and strategize campaigns to attract the best talent to our team
• Sales Support
• Demonstrate a strong connection by partnering with Sales to deliver on revenue targets by executing and refining the current strategy and program for marketing qualified lead generation 
• Guide and support our Sales team on the problems we solve for our buyers and users by crafting internal tools and external collateral

Required skills and experience

• 15+ years of experience across corporate and product marketing including at least 10 years crafting marketing efforts to Pharmaceutical Manufacturers; SaaS experience preferred
• 10+ years of experience in managing teams and developing talented personnel
• Proven experience building and integrating marketing teams with demonstrated track record for launching new products and services
• Proven experience working with direct marketing and sales executives to deliver business outcomes
• Demonstrated ability to gather and synthesize key inputs to drive business planning and strategy
• Excellent communication skills (written, verbal, visual), both for internal audiences and customer-facing messages

Desired skills and experience

• An MBA is not mandatory but would be considered a strong plus

Base salary for the role is commensurate with experience and can range between $150,000 - 225,000 + annual bonus opportunity.

About the Role:  

Veeam, following its acquisition of Securiti AI - the leader in AI-powered data security posture management (DSPM) - is seeking a Senior Sales Engineer to drive technical leadership in our sales team, focusing on the Securiti AI portfolio. 

You will guide customers from needs assessment to solution design, delivering hands-on demos and proof-of-concepts to showcase value. Success in this role requires strong technical skills and the ability to build trust with clients.

You’re already a technical leader trusted at executive levels when the conversation shifts from “we need to secure our data” to “we need to enable safe, compliant AI at scale.” 

You’re already an expert on data/AI security and a proven enterprise sales engineer. Now it’s time to join the home of Data and AI Trust. 

You’ve already seen our new release of Agent Commander, but you haven’t seen what’s coming next. After the acquisition of Securiti AI, Veeam is even further into the forefront of data resilience, protection, trust, and the acceleration of safe AI at scale.

Are you ready for an exciting new challenge at enterprise scale?

What You’ll Do: 

• Act as the primary technical contact for Securiti AI solutions during the sales cycleServe as the primary technical data protection expert for Securiti AI and Veeam solutions throughout the pre-sales cycle.
  
• Lead discovery to translate risk, architecture, and business goals into a practical solution approach.
  
• Design and deliver tailored demos and hands-on proof-of-concepts that prove value in the customer’s environment.
  
• Drive technical conversations on AI Trust, Data Discovery, DSPM, Data Access & Governance, and Compliance (including GDPR, HIPAA, PCI-DSS).
  
• Provide solution guidance across AWS, Azure, and GCP, including cloud security best practices and identity/access concepts.
  
• Partner cross-functionally with sales, product, engineering, and customer success to ensure clean technical handoff and customer confidence post-sale.
  
• Hone your professional development through hands-on experimentation, team collaboration, robust onboarding, and more.
  
• Work ~80% remote, with client-facing travel usually 1-2 short trips per month.

What You’ll Bring (required): 

• Extensive enterprise sales experience in data protection, cloud security, networks, and AI.
  
• Proven ability to quickly develop trust and credibility with both technical and business stakeholders.
  
• Strong technical leadership foundation in enterprise data protection, cloud security, networks, and AI.
  
• Hands-on experience with AWS, Azure, or GCP (multi-cloud exposure strongly valued).
  
• Deep working knowledge of data privacy/security and compliance programs, especially GDPR, HIPAA, and PCI-DSS, plus data governance and access controls.
  
• Ability to build and run compelling demos and POCs while earning trust as a customer-facing technical lead.
  
• Practical technical fluency with areas such as Linux, Kubernetes/containerized environments, and modern cloud/data architectures.
  
• Strong expertise with DSPM, DLP, data discovery approaches (e.g., patterns/keywords/dictionaries/regex/exact matching) and with common cloud/data systems (e.g., object storage and enterprise databases/warehouses).

         Preferred (strong differentiators): 

• Experience applying or discussing GenAI security in real enterprise contexts, including RAG (Retrieval-Augmented Generation) concepts and vector databases / indexing approaches.
  
• Exposure to CASB / SASE / DLP technologies and how customers operationalize them.
  
• Relevant certifications (CISSP, CISM, AWS/Azure/GCP).
  

#LI-JC3

How you will help
HealthVerity’s Partners vertical develops strategic and commercial relationships with industry-leading and early-stage consulting, analytics, and technology firms that serve life sciences and healthcare clients across the value chain (R&D, RWE, commercial). Essentially, any organization that is not a biopharmaceutical company, government agency, or payer falls under our remit.

As Senior Director of Business Development & Commercial Partnerships, you will leverage your deep understanding of healthcare data and analytics, and the commercial functional area of the biopharmaceutical industry (e.g., Marketing, Sales, Medical Affairs) to shape and drive mutually beneficial channel partnerships and “direct” commercial relationships with both existing and new partners.

In addition to owning key accounts and strategic initiatives, you will serve as a player-coach, leading and developing a small team of business development professionals while continuing to directly drive high-impact opportunities.

What you will do

• Develop and strengthen relationships with channel partners where there is potential to bring HealthVerity real-world data and technology to market.
• Identify and close “direct” enterprise licensing opportunities with key accounts.
• Understand the complexity and dynamics at key partners and work to develop strategies that drive larger opportunities and innovative go-to-market approaches.
• Confidently and credibly present healthcare data and technology solutions by leading product presentations, demonstrations, technical due diligence, and executive discussions.
• Directly own or oversee (depending on the opportunity) all stages of opportunity development, from coordinating proposals to contract negotiations and execution.
• Work closely and cross-functionally with Real-World Data and Analytics, Product, Marketing, Solutions, Pricing, and Legal to develop solutions that solve internal and client challenges.
• Lead, mentor, and develop a small team of business development and partnership managers, providing coaching, guidance, and performance feedback.
• Establish team goals and ensure operational excellence across pipeline generation, forecasting, proposal quality, and cross-functional partnership.
• Support the VP in longer-range strategy development, including partner ecosystem expansion and evaluation of new commercial models.
  
  

How success will be defined

• Performance against commercial targets for net new sales and renewals (individual and team).
• Efficiency and independence with which commercial performance is achieved.
• Ability to manage and elevate senior-level relationships with key accounts and partners.
• Ability to lay the groundwork for longer-term commercial attainment and strategic partnerships.
• Strength of collaboration across internal functions and contributions to culture.
• Effectiveness as a people leader, including talent development, team engagement, and operational discipline.
  
  

Required skills and experience

• Deep familiarity across the healthcare real-world data and SaaS technology ecosystem, particularly with respect to consulting, analytics, and technology organizations.
• Extensive functional experience in business development as well as the formation and ongoing management of strategic partnerships.
• Demonstrated leadership experience—formal or informal—coaching, developing, or guiding others in a commercial environment.
• Overachiever with a consistent track record of achievement of goals as a result of finding, developing, and sustaining strong client relationships.
• Ability to translate HealthVerity offerings into an innovative value proposition, gain buy-in from senior-level stakeholders (internal and external), and then execute.
• Ability to balance individual contributor excellence with leadership responsibilities in a player-coach model.

Base salary for the role is commensurate with experience and can range between $110,000 - 190,000 + incentive compensation plan.

How you will help

As a VP, Strategic Accounts, you will be responsible for the strategic engagement focused on our top 20 pharmaceutical clients. You’ll be reporting directly to our Chief Commercial Officer and will have responsibility for developing and executing a strategic plan to sell HealthVerity’s capabilities within R&D, RWE and commercial audiences. You will oversee the entire sales process from prospecting,  generating qualified opportunities, winning new business to managing relationships with key customers. You will successfully expand our presence in assigned accounts by continuously creating value to meet our clients’ needs. With your healthcare data and analytics background, you will deliver the most innovative data and technology solutions to answer key executive stakeholders’ most pressing business and research questions.

What you will do

• Develop a strategy and account plan to position HealthVerity as a preferred technology and data provider in R&D, RWE and commercial audiences within assigned accounts 
• Develop and close large multi-million strategic deals within assigned accounts
• Drive all stages of opportunity development from coordinating product proposals, RFIs, RFPs to contract negotiations and execution
• Creatively connect customer’s business needs to HealthVerity’s solutions and create solutions that solve the clients business needs
• Engage and build relationships with senior stakeholders in R&D, RWE and commercial 
• Effectively and credibly present healthcare data and licensing solutions by delivering product presentations, demonstrations, conference calls, technical discussions/due diligence, executive discussions, web seminars and related activities
• Work closely and cross-functionally with Pre-Sales, Product Development, Marketing, Strategy & Innovation teams to develop solutions that solve for client business needs
•  Build, maintain and manage a sales pipeline and forecast to achieve individual revenue goals

Required Skills and Experience

• You have 5+ years of  extensive experience selling healthcare data research assets (medical claims, prescription claims, EMR, etc.), related analytic applications (e.g. commercial analytics, real-world evidence/HEOR, Clinical operations and trials) and SaaS based technology solutions
• You are a seasoned consultative seller successful at uncovering and developing sales opportunities within commercial, RWE and R&D of with top 20 Pharmaceutical Manufacturers
• You are passionate about solving your client’s most pressing business questions with data or technology 
• You have the ability to operate effectively in a complex white-space, concept-oriented environment
• You have engaged senior audiences and sold large strategic engagements
• You are an overachiever with a consistent track record of annual sales quota/revenue achievement
• You excel in the ability to manage the client relationship from lead through implementation
• You desire to work in an innovative, fast-growing company with an entrepreneurial environment

Desired Skills and Experience

• Familiar with the R&D, RWE, and commercial pharmaceutical SaaS environment and a working understanding of  how and why different types of healthcare data are created to support pharmaceutical clients through the product lifecycle from Clinical trials through Commercialization
• Ability to translate software, technology, and data into a resonating value proposition from c-suite to end users at all levels across the enterprise
• Willingness to travel up to 40% (post covid) 

Base salary for the role is commensurate with experience and can range between $100,000 - 190,000 + incentive compensation plan.

Centri is not a traditional accounting firm. We are a forward-thinking advisory and accounting consulting firm helping innovative companies navigate complexity and scale intelligently.

Marketing plays a critical role in that growth — and this position sits at the center of it.

We are looking for a Marketing Analyst who wants to do more than generate reports. This is a role for someone who enjoys measuring performance, identifying trends, strengthening data integrity, and helping leadership clearly understand what’s driving marketing impact.

If you’re energized by turning campaign data into insight — and insight into action — this role was built for you.

The Marketing Analyst supports the firm’s marketing and sales efforts through data-driven analysis, campaign reporting, market research, and performance insights. This role is responsible for measuring the effectiveness of marketing initiatives, identifying trends in client behavior, and delivering recommendations that help grow the firm’s visibility, pipeline, and client relationships. 

The ideal candidate brings strong analytical skills, experience with marketing performance metrics, hands-on management of HubSpot CRM, and familiarity with the professional services environment (accounting, advisory, legal, or consulting). 

Core Responsibilities

Marketing Campaign & Performance Analysis

• Track, analyze, and report on marketing campaign performance across digital marketing efforts, email campaigns, event attendance, and conference activity using HubSpot and Google Analytics.
• Develop dashboards and deliver regular KPI reporting to leadership on lead generation, engagement, conversion, and ROI.
• Monitor website traffic, SEO performance, and online behavior trends through HubSpot and Google Analytics.
• Evaluate the effectiveness of thought leadership, content performance, webinars, sponsorships, conferences, and firm events.

Strategic Growth & Marketing Support

• Partner with marketing and sales teams to support strategic initiatives and growth campaigns that drive revenue, new client acquisition, and brand awareness.
• Provide insights on target industries, client segments, and service-line opportunities.
• Translate marketing and client data into actionable insights for the Chief Marketing Officer and firm leadership.
• Support annual marketing planning through trend analysis and campaign performance learnings.
• Recommend improvements to targeting, messaging, channel strategy, and overall marketing efficiency based on insights derived from HubSpot and Google Analytics.

Market & Industry Research

• Conduct research on market trends, client needs, competitor activity, and industry benchmarks.
• Research and provide data to support emerging service opportunities within accounting and advisory markets.

Audience Segmentation & CRM Management (HubSpot)

• Drive client and prospect profiling through data analysis and create audience segmentation at the firm, industry, and service-line levels.
• Maintain accurate marketing contacts, tagging, audience creation, and pipeline tracking within HubSpot.
• Manage data integrity, list management, and marketing outreach reporting in HubSpot to ensure information remains accurate and up to date.

Attribution, Forecasting, & Collaboration

• Collaborate with industry and service practice leaders to provide marketing attribution and forecasting for digital marketing, social media, event participation, and conferences.
• Support Firm initiatives and development opportunities.
• Beginning to build in person connections with the team and peers in the Firm.
• Work to build relationships and promote collaboration in a hybrid environment.

Agency Partnership Support

• Serve as a key contact with Tower Marketing (Digital Marketing Agency) to support digital marketing campaigns, including SEO, GEO, and paid efforts.

 Required Skills/Abilities:

• Thinks like a strategist but operates like an analyst
• Enjoys building structure in a growing, evolving environment
• Energized by influencing decisions at the leadership level
• Works comfortably where relationships and reputation matter
• Strong knowledge of marketing principles, campaigns, and design concepts.
• Demonstrable ability to multi-task and adhere to deadlines.
• Attention to detail and well organized to analyze plans and campaigns.
• Good knowledge of market research techniques and databases
• Excellent knowledge of MS Office (particularly Word, Powerpoint and Excel), marketing computer software and online applications (CRM tools, Online analytics, Google Adwords etc.)
• Excellent communication and people skills.

 Education and Experience

• 3–5 years of experience in marketing analytics or business intelligence.
• Experience in professional services (accounting, consulting, legal, advisory) preferred.
• Strong proficiency in HubSpot and Google Analytics.
• Strong Excel skills and working knowledge of data visualization platforms, specifically PowerBI.
• Familiarity with SEO, GEO, paid search, digital advertising metrics, LinkedIn engagement, and email performance reporting.

Why Join Centri?

• Work in a modern, entrepreneurial professional services firm
• Be part of a collaborative, people-first culture
• Have direct exposure to senior leadership
• Influence real growth decisions
• Grow your career in a firm that values innovation and forward thinking

At Centri, marketing is not a support function — it is a growth driver. This role plays a key part in shaping how we scale.

What Success Looks Like

Success in this role means delivering accurate and insightful reporting that drives smarter marketing decisions, improves visibility into campaign ROI and audience development, strengthens alignment between marketing activity and firm growth priorities, and provides reliable analytics support for marketing impact and client acquisition efforts.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Travel will be 5% of the time when necessary.

This Senior Associate will work with our hiring managers to develop and implement creative, proactive and effective recruiting strategies related to short and long term recruitment needs.  Also, you will work with a variety of our teams in emerging industries such as Cannabis, Life Sciences, Technology, Digital Assets. 

Responsibilities:

• Hiring full-time candidates to fulfill the hiring needs of the firm, including but not limited to, interacting with and developing relationships with candidates, screening applicants, reviewing resumes for interview selection and managing the offer process
• Work with the hiring managers to develop and implement creative, proactive and effective recruiting strategies related to short and long term recruitment needs; this includes competitive intelligence, researched-based candidate pipeline development and proactive network generation
• Responsible for driving and managing the recruiting pipeline and reporting on results to leadership
• Working with hiring managers and firm leadership to determine hiring strategy for filling positions in designated offices and service lines
• Collaborate with other Talent Acquisition team members as necessary to execute a consistent strategy; collaborate with other HR functions and resource management in designated offices

Qualifications:

• Minimum two years of experience in talent acquisition or similar role; preferably within a professional services environment
• Bachelor’s degree from an accredited college or university or equivalent preferred
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook), strong attention to detail and excellent organizational skills with an ability to coordinate multiple projects and processes
• Excellent communication skills, detail oriented, time and project management and presentation skills and the ability to build strong relationships with internal and external colleagues

Physical Requirements: 

• Prolonged periods sitting at a desk and working on a computer. 
• Must be able to lift items up to 30 pounds at times. 
• Must be able to travel up to 25%. 

What you will do

HealthVerity is looking for a Senior Product Manager to define, design, and execute a strategy and roadmap that achieves success in HealthVerity’s Media business. This role combines strategic planning and day-to-day execution across existing and new product lines. The Senior Product Manager will report to the VP of Product. 

How you will drive success

• Own data and analytics products that enable pharmaceutical marketing organizations to focus campaigns on the right audiences and measure their effectiveness. 
• Engage customers, partners, and HealthVerity’s team to forge a roadmap that identifies, prioritizes, and addresses the highest impact opportunities to drive customer and business success. 
• Develop and maintain an understanding of the market and competitive landscape to inform key plans and decisions. 
• Define business, functional, and workflow requirements in collaboration with internal teams and customers. 
• Partner with engineering, operations and other stakeholders to plan, design, develop, launch, measure, and iterate new capabilities in an Agile environment.
• Partner with the go-to-market team to define positioning and develop impactful sales and marketing collateral. 
• Help support key enterprise customers and partners. 

How success is defined

• Product strategy and roadmap are aligned with the go-to-market strategy and plan
• Product offerings and releases reflect buyer and user needs
• New products/capabilities/enhancements are readily adopted by users and the expected customer value is achieved 

Required skills and experience

• 5+ years of enterprise Product Management experience with Data, Analytics, and/or software products or technology enabled service offerings.
• Deep experience with the pharmaceutical consumer marketing/media space. Specifically both in media measurement and consumer audience activation.
• Strong understanding of how healthcare and consumer data are used for pharmaceutical campaigns in a highly secure, privacy-compliant way.
• Experience in all aspects of Product Management, including discovery, definition and requirements, collaboration with development team, Go-To-Market enablement, pricing, strategy, and market research. 
• Excellent skills for capturing, analyzing, and applying quantitative and qualitative data. 
• Team focus—cares about teammates, values collaboration and input, does what needs to be done, and can commit to a direction with which they disagree.
• Ability to combine quantitative and qualitative data with learned judgment, instinct, and pragmatism to make the best decisions for the product and the business. 

Base salary for the role is commensurate with experience and can range between $145,000 - $175,000 + annual bonus opportunity.

Location:   Philadelphia | 50 South 16th Street, Suite 2925 Philadelphia, PA 19102

Contract: Full-time, Permanent

Practice Group: Private Wealth 

Work type: Hybrid. This role offers flexibility to work remotely two days per week, with three days in the office to support the team members you work closely with.

Compensation: Competitive and aligned with experience. 

Our Firm:

Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters.
Among other strengths, Sterlington is the ultimate law firm for founders, senior executives, and UHNWIs as well as their related businesses.

Learn more at: www.sterlingtonlaw.com/

The Opportunity 

We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice.  

This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. 

 Our Private Wealth group is led by attorneys who previously practiced at a nationally recognized Am Law 100 firm and are now expanding a highly personalized, client-focused platform within a growing firm environment.

What You'll Do:

• Prepare and revise estate planning documents with precision and attention to detail
• Manage complex calendars, schedule appointments, and coordinate travel arrangements
• Oversee all aspects of new client intake and implementation
• Maintain document retention systems, including vault documents and digital filing
• Handle billing processes and client distributions
• Support time tracking 
• Build and maintain strong relationships with clients, demonstrating professionalism and discretion
• Managing communications with internal and external stakeholders 

Estate & Fiduciary Administration Support: 

• Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709)
• Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements
• Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations
• Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties
• Other ad-hoc work as required 

What We're Looking For:

• Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning
• Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable
• Experience working with high-net-worth clientele
• Experience supporting C-suite executives or senior professionals in client-facing environments
• Exceptional organizational skills with proven ability to manage multiple priorities and deadlines
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Outstanding written and verbal communication skills
• Absolute discretion and ability to handle highly confidential information 

Full-time employees are eligible for enrollment in our Medical, Dental, and Vision insurance plans, as well as our 401(k)-retirement program.

Sterlington uses E-Verify to confirm employees’ work authorization.

At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

Please note:  This is a hybrid role requiring 3 days in office at our Philadelphia HQ - 1818 Market Street.

How you will help

The Level III Project Manager leads complex, cross-team software development and data delivery initiatives that are critical to business performance. You operate independently, anticipate risks, and influence stakeholders to ensure alignment with strategic objectives.

You apply structured project management and Agile practices to ensure predictable delivery, strong stakeholder alignment, and consistent execution discipline. You demonstrate Advanced proficiency in designated project management skill competencies that contribute to improving execution standards beyond your own projects.

As part of the PMO, you will reinforce a culture of accountability, transparency, responsiveness, and continuous improvement.

What you will do

• Lead complex cross-functional initiatives and multiple concurrent projects
• Define scope, estimates, schedules, and resource requirements
• Proactively manage dependencies, risks, and trade-offs across teams
• Facilitate executive-level updates and decision forums
• Implement mitigation strategies using structured planning techniques
• Improve execution practices within and across teams
• Mentor Level I and II PMs
• Drive process enhancements that improve delivery performance

How success is defined

To be successful in this role you will demonstrate proficiency consistent with Project Manager III expectations as defined in the PMO's PM Skill Expectations framework, including Advanced proficiency in designated competencies and consistent Standard proficiency across core skill areas.. Proficiency will be evaluated based on your ability to:

• Deliver complex initiatives predictably and transparently
• Anticipate and mitigate risks before escalation
• Influence stakeholders to align around priorities
• Elevate execution standards across teams
• Develop junior PMs
• Strengthen the PMO’s credibility and effectiveness
  
  

Required skills and experience

• Bachelor’s degree in a technology, business, or health-related discipline, or equivalent experience. Professional certification such as PMP and PSM or CSM preferred.
• 5+ years of practical experience in software or data project management
• Experience leading complex cross-team initiatives through the full project lifecycle applying a variety of well-known and proven frameworks and methodologies
• Strong risk management, stakeholder engagement, and problem-solving skills
• Demonstrated ability to influence decision-making across teams
• Advanced proficiency with Jira, Confluence, Smartsheet, and related tools
• Experience mentoring or coaching team members
• Ability to manage competing priorities and deliver predictable outcomes

Base salary for the role is commensurate with experience and can range between $85,000 - 130,000 + annual bonus opportunity.

The M&A Tax Director has the primary responsibility of oversight over the Tax Advisory and Technical Accounting engagement work plans. As a leader of the firm, the M&A Tax Director will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities: 

• Advise clients within private and publicly traded companies on corporate tax services including tax implications on business objectives, planning, researching, evaluating alternative actions, and other mergers and acquisitions activities.
• Lead projects and assist clients on current issues including bankruptcy, emergence planning, out of court workouts, debt restructurings, tax basis, earning and profits, section 382 studies, and transaction cost analysis.
• Support and collaborate with other team members of the M&A Tax practice by providing subject matter expertise on delivering due diligence and tax structuring services, as well as various technical tax issues including consolidating returns, S Corps, Partnerships, LLCs, and LLPs.

• Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director.
• Lead client calls to build and develop quality relationships with clients to ensure exceptional client service. Manage project status, develop project plans for accurate completion at the deliverable level.
• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc. to meet time restraints and deadlines.
• Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.
• Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.
• Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level.
• Assist a managed book of $1,500,000 in revenue.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Proficient knowledge of corporate, partnership tax regulations and code sections, specifically around transactions and other transaction-related topics (Sec. 382, debt, transaction costs, etc.)
• Thrives in an environment of changing priorities.
• Strong selling skills; can communicate the value proposition of the services offered.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Excellent written and verbal communication skills.
• Understand the services offered by the Firm, proactively look for opportunities to represent the Firm, rapidly grow the client base, and increase brand recognition across multiple markets.
• Recognize opportunities for learning by pursuing challenging assignments and an insatiable desire to become an expert.
• Experience with U.S. GAAP (SEC 10-K/10Q, ASC 740, FIN 48) and related tax accounting guidance a plus.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.; tax software skills such as Thomson Reuters ONESOURCE or Corptax, a plus.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• Professional Designation (CPA, EA, or JD/LLM) required. Any individual who does not possess at least one of the approved designations has one year from their date of hire to obtain at least one of the approved designations. CPA highly preferred.
• 8+ years of relative accounting experience; federal tax and/or mergers and acquisitions in a public accounting firm, corporate tax departments, or law firm.

The Tax Advisory Manager has the primary responsibility of oversight over the Tax Advisory and Technical Accounting engagement work plans. As a leader of the firm, the Tax Advisory Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities:

• Advise clients within private and publicly traded companies on tax implications of business objectives, evaluate alternative actions, and identify appropriate methods of complying with tax laws and regulations as well as the accounting requirements of ASC 740.
• Provide tax provision calculations for global or domestic interim and year-end income tax provisions.
• Identify complex tax issues that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring the issues along with possible solutions to the Director.
• Maintain industry knowledge of tax policy and law changes to ensure the tax provision model reflects the appropriate tax provision calculation.
• Prepare tax account reconciliations and assist in the validation of deferred taxes and tax payable balances.
• Research complex tax and technical accounting topics to write and review basic tax technical memos and be able to write more complex tax technical accounting memos to support key tax accounting positions and the tax accounting implications of significant transactions.
• Support internal teams by providing subject matter expertise as well as financial statement auditors.
• Lead client calls to build and develop quality relationships with clients to ensure exceptional client service. Manage project status, develop project plans for accurate completion at the deliverable level.

• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc. to meet time restraints and deadlines.
• Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.
• Oversee a managed book of $1,200,000 in revenue.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Strong tax technical knowledge including ASC 740/FIN 48
• Experience with Federal R&D credits preferred.
• Thrives in an environment of changing priorities.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Excellent written and verbal communication skills.
• Understand the services offered by the Firm, proactively look for opportunities to represent the Firm, rapidly grow the client base, and increase brand recognition across multiple markets.
• Recognize opportunities for learning by pursuing challenging assignments and an insatiable desire to become an expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills and tax software skills.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• Close to obtaining CPA Certification.
• 6+ years of relative accounting experience; public accounting, a mixture of public and corporate tax, or professional services experience is highly preferred.
• 3+ years of supervisory experience preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Must be able to travel up to 25%.

This position is an exempt position as it relates to the fair labor standards Act.  Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The IT Systems Administrator is responsible for managing and optimizing Centri’s entire technology ecosystem, ensuring security, reliability, and performance across all platforms. This includes Microsoft 365 and Azure environments, Check Point security infrastructure, and a diverse set of business-critical applications. The role also focuses on integrating modern productivity tools such as Microsoft Copilot and Power Platform (Power Apps, Dataverse, Copilot Studio) into the Microsoft 365 and Azure environments to drive automation and efficiency. The ideal candidate will have hands-on experience with enterprise systems administration, security best practices, and automation, while supporting a hybrid workforce and collaborating across departments.

Core Responsibilities

Microsoft 365 & Azure Administration

• Administer and optimize Microsoft 365 services (Exchange Online, OneDrive, Teams, Teams Phone, SharePoint) and Microsoft Azure resources (VMs, Storage, Networking).
• Integrate Microsoft Copilot, Power Apps, Dataverse, and Copilot Studio into Microsoft 365 and Azure environments to enhance automation, workflows, and business intelligence.
• Oversee roadmap releases for Microsoft 365 and Azure, ensuring proper testing, deployment, and documentation.

Security & Network Infrastructure

• Manage SASE solutions, including FWaaS, ZTNA, CASB, SWG, and VPN/SDP technologies to ensure secure cloud access and robust protection against external threats.
• Manage identity protection and management solutions (Passwordless authentication, MFA, Conditional Access, DLP) and maintain compliance with security standards (SOC 2, ISO 27001).
• Collaborate with Information Security to enforce security policies and respond to incidents.

Enterprise Applications & Business Systems

• Administer and support company-wide systems including:

• Finance & Accounting: FloQast, QuickBooks, Bill.com, NetSuite
• CRM & Marketing: HubSpot
• Audit & Compliance: DataSnipper, Intelligize, Trullion
• Security & Training: Bitwarden, KnowBe4
• Reservation & Scheduling: Skedda

• Ensure integration, uptime, and performance of these platforms while coordinating with vendors and internal stakeholders.

Automation & Optimization

• Develop PowerShell scripts for automation of administrative tasks and reporting.
• Build workflows and apps using Power Apps, Dataverse, and Copilot Studio to streamline business processes.
• Optimize system performance through proactive monitoring and capacity planning.

Disaster Recovery & Business Continuity

• Manage backup and recovery strategies for Microsoft 365, Azure, and critical business systems.
• Support Azure Site Recovery and business continuity planning initiatives.

Endpoint & Device Management

• Administer Microsoft Intune for device compliance, mobile device management, and endpoint security.

Collaboration & Support

• Provide advanced technical support for Microsoft 365, Azure, Windows operating systems, and SaaS applications.
• Train end-users on new features and best practices.
• Maintain confidentiality of all client and employee information.
• Promote collaboration and relationship-building in a hybrid work environment.

• Support Firm initiatives and development opportunities.

 Required Skills/Abilities:

Candidates must have extensive hands-on experience with all of the following:

• Microsoft 365 and Azure administration (Exchange, OneDrive, Teams, SharePoint, VMs, Storage, Networking).
• Integration and administration of Microsoft Copilot, Power Apps, Dataverse, and Copilot Studio within Microsoft 365 and Azure environments.
• Check Point security services (FWaaS, VPN/SDP).
• Identity protection and management (MFA, Conditional Access, DLP).
• PowerShell scripting for automation.
• Experience in API configuration, integration, and troubleshooting.
• Endpoint management via Microsoft Intune and RMM.
• Administration of enterprise SaaS platforms (FloQast, QuickBooks, Bill.com, NetSuite, HubSpot, DataSnipper, Intelligize, Trullion, Bitwarden, KnowBe4, Skedda).
• Strong knowledge of network and SASE solutions infrastructure design and maintenance.
• Excellent problem-solving, troubleshooting, and communication skills.

 Education and Experience

• Bachelor’s degree in Computer Science or related field.
• Minimum of 7 years of experience in IT systems administration.
• Preferred Certifications:

• • Microsoft 365 Certified: Enterprise Administrator Expert
  • Microsoft Certified: Azure Administrator Associate
  • Microsoft Certified: Azure Security Engineer Associate
  • Microsoft Certified: Power Platform Functional Consultant Associate
  • Check Point Certified Security Administrator (CCSA)
  • Microsoft Certified: Security, Compliance, and Identity Fundamentals

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Travel will be 25% of the time when necessary.

How you will help

As a Director / Senior Director, Oncology Real-World Data at HealthVerity, we are hiring an experienced oncology-focused sales professional to help drive commercial growth for HealthVerity’s oncology real-world data and real-world evidence (RWE) solutions. This role will work closely with the VP of Sales, Oncology, while also partnering tightly with the broader HealthVerity sales organization to bring integrated data solutions to pharmaceutical and biotechnology customers.

This is a hands-on, high-impact role ideal for someone who understands oncology drug development, enjoys selling complex data products, and can operate effectively within both a focused oncology team and a scaled enterprise sales environment.

What you will do

Drive Oncology Sales

• Own a portfolio of pharmaceutical and biotech accounts with a focus on oncology.
• Sell oncology real-world data and evidence solutions supporting:
• Drug safety and pharmacovigilance
• Epidemiology and observational research
• Clinical development and R&D use cases
• Manage full sales cycles from prospecting through close, including complex, multi-stakeholder enterprise deals.
• Build strong relationships with oncology stakeholders across Safety, Epidemiology, Clinical Development, Medical Affairs, and Data Science.

Collaborate Across HealthVerity Sales

• Work closely with the broader HealthVerity sales team to:
• Coordinate account strategy and avoid duplication or conflict across product lines
• Support joint selling efforts where oncology RWD is part of a broader HealthVerity data solution
• Leverage existing HealthVerity customer relationships to accelerate oncology growth
• Act as an oncology subject-matter expert within the HealthVerity commercial organization.
• Partner with account executives, customer success, and leadership to align messaging, pricing, and deal structure across offerings.

Partner Cross-Functionally

• Work closely with the VP of Sales, Product, and Data teams to:
• Translate customer needs into clear oncology use cases and scoped engagements
• Provide structured feedback to inform product roadmap and data enhancements
• Help refine messaging, positioning, and customer-facing materials
• Serve as a trusted commercial and scientific partner to customers.

Help Build the Commercial Engine

• Contribute to oncology-specific sales processes, pipeline management, and account planning.
• Support the development of pricing approaches, proposals, and deal structures that align with HealthVerity’s broader commercial framework.
• Help establish best practices for selling oncology RWD/RWE within a growing organization.

Who you are 

• A credible oncology seller who understands how pharma teams buy data and evidence.
• Collaborative and comfortable partnering across teams and functions.
• Consultative, organized, and disciplined with pipeline management.
• Energized by building something new within a larger, established organization

Required skills and experience

• 5–10+ years of experience in sales, business development, or account management with a strong oncology focus.
• Demonstrated success selling oncology-related solutions to pharmaceutical or biotechnology companies.
• Working knowledge of oncology drug development and real-world data use cases, especially:
• Safety / pharmacovigilance
• Epidemiology / observational research
• Clinical development and R&D
• Comfortable selling complex, consultative data solutions with long sales cycles.
• Ability to communicate credibly with scientific, clinical, and technical stakeholders.
• Experience collaborating within matrixed or multi-product sales organizations.

Desired skills and experience 

• Experience selling oncology real-world data, real-world evidence, analytics, or HEOR solutions.
• Familiarity with regulatory and evidence expectations for oncology RWE.
• Experience working within a scaled data or analytics company while supporting a focused product area.

Base salary for the role is commensurate with experience and can range between $90,000 - 190,000 + incentive compensation plan.