Overview

As a member of our Sales Strategy and Operations team, you will have an integral role in driving the insights, operations, and strategy that enables Sales to run better, faster, and smarter. Sales Strategy and Operations is an excellent platform to learn how a business really runs. 

You will be joining the Sales Strategy and Operations team as a high impact contributor, gaining exposure to a wide variety of challenges, processes, and data that makes the engine of this Sales organization hum. As a Division Lead on the team, you will lead cross-functional initiatives from ideation to analytics to recommendations to drive impact across the sales organization.

Responsibilities

• Overall:
• Serve as the strategy and operations partner with our SLC sales leadership
• Our mandate is to make the sales motion run more effectively, efficiently, and ultimately drive higher bookings at sustainable cost
• This requires a mix of analytical skills, nose for value, operational chops, and communication when operating with significant autonomy in a fast-paced environment
• What this role entails:
• Strategy & ops partnership with leadership
• Be the strategy and operational partner with sales leaders
• Help the sales leaders to develop their strategies, as well as the tactics that underpin these strategies
• Partner with sales leaders to operationalize the strategy on a daily basis 
• Workflow improvement:  
• Identify pain points in the sales motion and workflows could be improved
• Scope out solutions and implement directly or serve as a product manager with our team's software engineers on automation solutions
• Analytical asset-building
• Develop analytical tools that help the sales team to sell strategically and better-understand their business
• Scope and execute analytical special projects that help us better understand our business and what drives success.  Apply these learnings to drive operational changes in the business
• Be the glue that connects sales reps to the rest of the business
• Understand how the sales team workflows connect with other parts of the business (marketing, product, supply chain, finance, etc.)
• Relay insights from the sales team to other parts of the org, provide the sales perspective to these other stakeholders, and make connections between the sales team and other teams

Requirements

• High-impact self-starter: you take initiative to move projects forward and can operate well with little guidance. You’re excited by the possibility of leading cross-functional workstreams and generating buy-in among senior leadership. 
• Raw smarts: we are looking for people who can look at complex problems and solve them start to finish.
• Strong analytical skills: you nerd out about data, can quickly structure analyses to answer key business questions to drive decision-making, and will also have perspectives on building the right data architecture. Excel skills are a must; SQL / Tableau / Looker experience a plus.
• Process and operational thinking: you can tackle a problem independently and quickly iterate to a solution, and then also document it in a way that's easy to understand for all audiences. Previous Salesforce experience is a plus.
• Communication and stakeholder management: you'll need to be able to connect with sales reps and hardware engineers alike to figure out how we build the right processes and workflows to drive efficiency while also giving us the data to measure how we're doing. Strong written and verbal communication skills are a must.
• Flexibility and hustle: you manage change and ambiguity well, and have no problems juggling multiple priorities while executing in a fast-paced environment. You’re comfortable pivoting quickly and often.
• 3+ years of professional experience, ideally in consulting, banking, private equity, corporate strategy, or a startup. Bachelors or masters from a top school preferred.
• Previous Sales, Sales Operations, or Strategy experience is a plus.

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

• We do sponsor and take over sponsorship of employment visas for this role. If we make you an offer, we will make every reasonable effort to get you a visa.

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.

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 Channel Partners & Technical Support to ensure smooth launches and fuel future product growth
• Provide market/client feedback to Verkada’s product/engineering team

What You Bring

• At least 2+ years of sales experience in a quota-carrying capacity 
• Highly effective communication skills, with ability to build rapport, nurture relationships, and strong presentation skills
• Thrive in a dynamic, competitive, and fast-paced startup environment
• Bachelors degree preferred but not required 
• Experience in Salesforce is a plus 
• Tenacity, drive to learn, and self-motivated
• Must be willing and able to work onsite five days per week

US Employee Benefits

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.

Verkada is building a world class sales organization and is seeking highly motivated, results-driven Sales professionals to join our Mid-Market Select team. The Mid-Market Select team will play a crucial role in driving new business acquisition for the largest, most strategic segment of Mid-Market.

What You'll Do

• Source and Cultivate Opportunities:
• Proactively identify and pursue new strategic business opportunities within Select Named Accounts.
• Conduct strategic outbound prospecting through phone calls, emails, in-person field events, and online outreach to generate leads.
• Sales Cycle Management:
• Manage the complete sales cycle, from initial contact to close, with a focus on meeting or exceeding quarterly sales quotas.
• Conduct online demos, create compelling proposals, and actively participate in demos & trials / proof of concepts to showcase Verkada's value proposition.
• Create effective presentations and proposals; create urgency to drive deal closure, negotiate pricing and contractual agreements.
• Territory Planning and Forecasting:
• Develop and implement a strategic territory plan to maximize opportunities within the Select segment.
• Maintain accurate pipeline management and contribute to forecasting efforts to ensure goal alignment.
• Customer Engagement and Consultation:
• Act as a trusted advisor to customers within the Select segment, understanding their needs and recommending Verkada solutions.
• Collaborate closely with channel partners to enhance customer relationships and drive successful launches.
• Initiate and manage expansion discussions to drive customer retention. This includes identifying customers’ goals and requirements, including budgetary constraints and key decision makers.

What You Bring

• Minimum of 4-9 years of sales experience, with a track record of success in a quota-carrying capacity.
• Possess a hunter sales mentality with a strong desire to be successful, and have a proven track record of prospecting, closing new logos, and landing accounts against incumbents.
• Effective communication skills, including the ability to build rapport, nurture relationships, and deliver compelling presentations.
• Ability to thrive in a dynamic, competitive, and fast-paced startup environment.
• Tenacity, drive to learn, and a self-motivated attitude.
• Bachelor's degree preferred but not required.
• Experience with Salesforce, LinkedIn, ZoomInfo & Outreach is a plus.
• Knowledge and execution of MEDDPICC is preferred.
• Ability to work collaboratively with internal teams: Channel, Sales Engineering and Marketing.
• Willingness to travel for customer meetings, presentations, and team collaborations.

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

As a Regional Sales Manager (People Leader), you’ll play a critical role in scaling Verkada’s regional channel business by leading and developing a high-performing team of Regional Channel Sales Managers (CSMs). You’ll be responsible for driving consistent, above-quota performance through strategic partner engagement, pipeline discipline, and strong executive relationships across Verkada’s Regional Partner ecosystem across the West.

This is a first-line manager leadership role that blends strategy with hands-on execution. You’ll work closely with senior sales leadership, cross-functional teams, and key partners to accelerate growth in a fast-paced, high-impact environment.

What You’ll Do

You’ll lead from the front, empowering your team to build pipeline, close complex deals, and deepen strategic partner relationships. Here’s what you’ll own:

• Lead & Develop a High-Performing Team:
  Lead, mentor, and coach a team of around 6–8 Regional Channel Sales Managers to achieve individual and team quotas. Recruit, hire, onboard, and develop top channel talent while supporting underperformers through to success across the West region.
• Drive Pipeline & Forecast Excellence:
  Support and coach CSMs in building pipeline daily, maintaining strong pipeline hygiene, and delivering accurate forecasts. Conduct weekly forecast calls and pipeline reviews to ensure consistent execution and visibility.
• Execute National Channel Strategy:
  Partner with the Head of National Channel Sales to execute Verkada’s national channel strategy, ensuring alignment between partner initiatives, regional execution, and company-wide GTM priorities.
• Support Complex, High-Value Deals:
  Assist CSMs in closing highly complex transactions by developing executive-level relationships with key national and regional partners. Provide deal strategy, escalation support, and executive alignment when needed.
• Operational Rigor & Reporting:
  Monitor sales activity, pipelines, forecasts, and closed deals across the team. Report on performance, trends, and risks to senior leadership with clear insights and recommendations.
• Enable Continuous Improvement:
  Coordinate and lead weekly and monthly one-on-one meetings, team trainings, and pipeline reviews to drive skill development, best-practice sharing, and ongoing performance improvement.
• Collaborate Cross-Functionally:
  Work closely with Sales, Marketing, Enablement, and Operations to support partner initiatives, drive demand generation, and ensure your team has the tools and support needed to win.
• Lead in a Fast-Paced Environment:
  Deliver results in a high-growth, high-expectation sales culture while modeling accountability, resilience, and customer-first leadership.
• 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

• Proven Sales Leadership (5yrs+):
  Demonstrated success leading high-performing sales teams, with channel sales leadership experience strongly preferred.
• Consistent Sales Success:
  Strong personal and team track record of sales achievement; President’s Club or similar recognition is a plus.
• Operational & Forecasting Strength:
  Proven ability to manage high-volume transaction environments and accurately forecast results.
• Executive Presence:
  Excellent presentation, listening, and communication skills with the ability to influence executive-level stakeholders internally and externally.
• Strategic Mindset:
  Ability to develop and execute top-down and bottom-up strategies with national partner leadership that drive measurable business outcomes.
• Talent Builder:
  Proven success hiring, training, and developing sales talent while coaching teams through change and growth.
• Channel Expertise is a huge plus:
  Existing relationships and/or prior leadership experience within SaaS, physical security, or partner-led sales organizations is a plus.
• Location & Travel:
  Based in or near a major city in the Salt Lake City, Utah. Expected to work in-office with flexibility and travel approximately 50% across the West region.

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

Verkada is excited to announce our Account Executive Development Program, “Verkademy”! As an Associate Account Executive, you’ll be a part of the fastest growing company in Silicon Valley/SF with a short promotion path into a closing role! Ideal candidates should be passionate, high energy and a self-starter with the ability to adapt in a fast-paced sales organization.

About Verkademy

What You'll Do

About the Role

iCapital is launching a new, dedicated line of business to provide a comprehensive, end-to-end solution for a sophisticated and rapidly growing fund structure, the '34 Act Registered Fund’. This innovative structure allows the General Partner (GP) clients to access the high-net-worth market at scale, and the service model allows them to do so efficiently by relying on operational expertise.

The Fund Finance team is the operational engine at the heart of this new business line. iCapital is seeking a meticulous and driven Assistant Vice President to execute the critical accounting, valuation, and reporting functions for these funds. This individual will be responsible for the integrity of the fund's financial data, including the daily review of its portfolio.

This role offers a unique opportunity to gain deep expertise in a complex, high-growth product, work directly with public reporting and be a key part of the team that ensures the accuracy and timeliness of the information we provide to clients and their investors.

Responsibilities

• Perform detailed reviews of the monthly NAV packages prepared by third-party fund administrators.
• Reconcile cash, positions, and activity between the administrator and custodian.
• Validate portfolio valuations to ensure they align with data provided by the GP and their independent valuation advisor.
• Recalculate management and incentive fees to verify accuracy.
• Review and approve fund-level expense payments and accruals.
• Assist in the preparation and review of financial statements and schedules for quarterly (Form 10-Q) and annual (Form 10-K) SEC filings.
• Act as a key liaison with the fund's external auditors, managing the end-to-end annual audit process.
• Support the drafting and review of current reports (Form 8-K) for events such as monthly subscriptions.
• Leverage iCapital technology to create and publish monthly NAV statements and fact cards for investors and distribution partners.
• Contribute to the oversight of the third-party tax provider to ensure timely and accurate delivery of investor K-1s.
• Calculate proration factors for oversubscribed quarterly tender offers.
• Assist in the development and maintenance of internal controls over financial reporting to comply with regulatory requirements.
• Contribute to the maintenance of our SOC-1 report to include the '34 Act fund servicing model.
• Identify and implement process improvements to enhance the efficiency and accuracy of the fund finance function.

Qualifications

• 5+ years of experience in fund accounting or public accounting (with a focus on alternative investment management clients)
• Strong knowledge of investment company accounting under US GAAP is required
• Experience with registered funds ('40 Act and '34 Act) and familiarity with SEC reporting requirements (Form 10-K, 10-Q)
• Able to manage complex financial data with a commitment to being accurate and meticulous
• Demonstrated ability to work in a team and work effectively with internal partners and external service providers
• CPA is preferred

Benefits

The base salary range for this role is $85,000 to $110,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on onboarding services. The Transactional Operations team plays a critical role in supporting the firm’s growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle. The role centers on providing comprehensive operational support for feeder funds, including subscription processing, close management, document remediation, transfers and remediations, as well as oversight of these transactions for direct funds. This individual will collaborate with a broad range of stakeholders within a fast-paced, collaborative, and entrepreneurial environment. The team supports investors, financial advisors, home office personnel, administrators, and numerous internal parties.

Responsibilities

• Provide dedicated support throughout initial onboarding and subsequent transactional processing for feeder funds.
• Work closely with fund administrators to ensure seamless client experience; ensure SLAs are met.
• Support high-profile fund managers and distributors in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
• Provide oversight on all transaction types for direct funds.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

Qualifications

• Bachelor’s degree in a related field
• 1-5 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry
• Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
• A basic understanding of industry standard AML, tax, and CRS documentation and requirements
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skills
• Able to meet deadlines and work effectively under pressure
• Proven ability to multi-task and work both independently and as a team player
• Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
• Interest or knowledge in technology

Benefits

The base salary range for this role is $60,000 to $80,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.

The ideal candidate will build out legal documents workflows and become a strategic problem solver together with Associates and Assistant Vice Presidents. This role is highly collaborative, with a strong focus on understanding legal documents and improving operational processes as a team.

Responsibilities

• Structure legal documents into iCapital’s software using the company's proprietary tool.
• Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces.
• Identify which questions in legal documents are applicable to investor types and apply necessary logic.
• Communicate with the team on advancements and areas for improvement within internal systems and processes.
• Develop an in-depth understanding of all interfaces on the Onboarding Solutions team, ensuring the seamless transition of clients from internal-facing to external-facing team members.
• Execute end-to-end technical and operations deliverables, manage daily workflows to ensure consistent, high-quality delivery.
• Act as a subject matter expert on subscription document onboarding.
• Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution.
• Infer client needs from multiple external groups such as Fund Administrators, Legal, Tax, etc.
• Ensure that final client product contains consumer-grade grammar, logic, syntax, and accuracy.
• Peer review the team's work to guarantee operational standards are met.
• Partner closely with the Product team to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies.
• Enhance and maintain product documentation and internal resources.
• Meet and exceed service level agreements and performance targets through effective task delegation.

Qualifications

• 2-6 years of experience in a legal role drafting, researching, and comprehending complex legal documents
• Bachelor’s degree is required
• Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
• Self-starter and self-motivated to hit deadlines without micromanagement
• Proactive team member who seeks ways to improve operational efficiency, contributing positively to team culture and client success
• Experience with a large caseload, working alongside multiple attorneys and legal teams, or across multiple legal fields
• Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic
• Able to convey complex concepts clearly and concisely to a diverse audience
• High attention to detail with the ability to manage complex workflows, identify discrepancies, and ensure accuracy across platform operations and client deliverables
• Self-starter with a strong sense of ownership and able to work independently, prioritize effectively, and proactively drive issues through resolution
• Strong technical aptitude, including comfort working “under the hood” of platforms to understand system behavior, workflows, and dependencies
• Proven ability to analyze technical and operational issues using structured problem-solving, including reviewing data or system outputs to identify root causes
• Comfort translating technical concepts and platform behavior into clear, actionable explanations for both clients and non-technical internal partners
• Background in editing with a strong understanding of grammar mechanics and reviewing peer work to find errors, being comfortable receiving and giving constructive feedback
• Prior legal experience in the alternative investment space (i.e. venture capital, private equity, hedge funds, etc.) is a plus

Benefits

The base salary range for this role is $65,000 to $80,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

The financial industry is growing at a record pace, but our data providers are still stuck in the past — with cumbersome onboarding processes, complicated APIs, slow infrastructure, and expensive licensing costs.

Databento is the next generation market data provider — with the radical idea that you should only pay for the data that you use. We power the world's largest finance and fintech institutions and lower the barrier of entry for small startups, gaining over 4,000 users during our first year of launch. Our team brings former experience at the world's leading quantitative firms, including Two Sigma, Flow Traders, Tower Research, PDT Partners, SIG, and more.

We're looking for our first VP of Finance to build and own the finance function at Databento. This is a hands-on, zero-to-one role: there's no team to inherit, no processes to maintain, and no playbook to follow.

In terms of scope, you'll establish the accounting and reporting foundation we need to scale, own compliance across tax jurisdictions, and help steer the business with accurate metrics. You'll also mentor and eventually build out the accounting function as we expand.

As VP of Finance at Databento, you will:

• Ensure correct accounting and bookkeeping practices are followed consistently, and identify gaps in our current processes
• Get us on top of tax obligations at the state and country level as we expand across markets
• Own financial metrics used to steer business decisions, ensuring they are accurately defined, computed, and reported
• Produce financial documentation for fundraising, board reporting, and investor relations
• Oversee procurement integrity — confirming that received hardware and services match against purchase orders and payments
• Audit server hardware, colocation, and software license billing to ensure we're being billed correctly
• Confirm commissions and other incentive compensation are calculated accurately
• Identify and drive improvements to billing cycle complexity and other operational inefficiencies

We're looking for:

• 5+ years of finance experience, with meaningful time as a controller, VP of Finance, or CFO
• Hands-on experience with accounting, bookkeeping, and financial reporting — not just oversight
• Track record of managing multi-jurisdiction tax compliance (US state + international)
• Experience building or formalizing finance operations at a startup or high-growth company
• Strong analytical skills and comfort owning the metrics and models leadership relies on
• Willingness to work at a scrappy pace and do things yourself before delegating
  

Nice to have:

• Experience with usage-based billing models or SaaS revenue recognition
• CPA, CFA, or MBA, or similar
• Prior experience in fintech, trading, or a high-growth tech startup
• Experience preparing materials for fundraising rounds

We offer health, dental, disability, and life insurance benefits, as well as 401(k) matching for full-time employees. We accommodate 100% remote work, with teammates living around the globe and paid in their local currency.

Notice about phishing scams

Be cautious of phishing scams impersonating Databento that offer fake job interviews and request purchases. Official emails come only from @databento.com or us.greenhouse-mail.io (our ATS). Any other domains (e.g., databento-careers.com, databento.online) are fraudulent.

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Databento, Inc. provides equal employment opportunities to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, veteran status, or genetics. We comply with federal, state, and local nondiscrimination laws in every location where we operate. This policy applies to all terms and conditions of employment, including recruiting, hiring, promotion, termination, layoff, recall, transfer, leave, compensation, and training. Pursuant to applicable laws, we consider qualified applicants with arrest or conviction records. If you need an accommodation, please let us know.

Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000 companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. For more information, visit www.gong.io.

At Gong, you will join a company built on innovative products, ambitious goals, and passionate people. We are shaping the future of revenue intelligence and we want people who are excited to build what comes next. You will work with a team that dreams big, moves fast, and cares deeply about the craft and about each other. Here, transparency and trust are core to how we operate, and every person has the opportunity to make a visible impact. If you want to grow, stretch, and do work that truly matters, Gong is the place to do the best work of your career.

We are seeking a highly experienced and strategic Senior Manager, Equity Administration to lead Gong’s global equity programs through a critical growth phase, including IPO readiness and execution.  This role will own the end-to-end equity administration function, ensuring compliance, scalability, and operational excellence across all employee equity plans.

This individual will be a key cross-functional partner to Legal, Finance, HR, Payroll, and external advisors, and will play a pivotal role in designing and executing equity strategies aligned with public company standards.

RESPONSIBILITIES

• Lead the global equity administration function, including stock options, RSUs, and other equity-based compensation programs
• Manage and optimize equity administration systems 
• Drive IPO readiness for equity processes, including:
  • Supporting S-1 preparation and disclosures
  • Ensuring compliance with public company reporting requirements (ASC 718, SEC disclosures)
  • Establishing scalable processes and internal controls (SOX readiness)
• Partner closely with Technical Accounting to ensure accurate accounting treatment and reporting of equity compensation
• Collaborate with Legal on equity plan design, board approvals, and regulatory compliance
• Work with HR and People teams on equity grant strategies, employee communications, and education programs
• Oversee cap table management and maintain accurate records of all equity transactions
• Coordinate with Payroll and Finance to ensure accurate tax withholding, reporting, and global compliance
• Manage external vendors, auditors, and consultants related to equity administration
• Support due diligence, audits, and valuation processes (409A and other valuations)
• Develop and document policies, procedures, and controls for equity administration
• Provide leadership, mentorship, and development for equity administration team members (as applicable)

QUALIFICATIONS 

• 8+ years of experience in equity administration, including leadership responsibilities
• Proven experience supporting a company through IPO readiness and/or public company equity administration
• Deep knowledge of equity compensation accounting (ASC 718) and SEC reporting requirements
• Hands-on experience with equity management platforms (Carta, Shareworks, etc.)
• Strong understanding of cap table management, equity plan design, and global equity compliance
• Experience collaborating cross-functionally with Legal, Finance, HR, and Payroll
• Excellent project management and process improvement skills
• High attention to detail and ability to manage complex, high-volume workflows
• Strong communication skills, with the ability to explain complex equity topics to diverse audiences 
• CPA, CEP (Certified Equity Professional), or equivalent certification
• Experience in high-growth, late-stage private companies (pre-IPO) 
• Preference for experience with Israeli equity awards and related tax/regulatory frameworks (e.g., Section 102)

PERKS & BENEFITS 

• We offer Gongsters a variety of medical, dental, and vision plans, designed to fit you and your family’s needs.
• Wellbeing Fund - flexible wellness stipend to support a healthy lifestyle.
• Mental Health benefits with covered therapy and coaching.
• 401(k) program to help you invest in your future.
• Education & learning stipend for personal growth and development.
• Flexible vacation time to promote a healthy work-life blend.
• Paid parental leave to support you and your family.
• Company-wide recharge days each quarter.
• Work from home stipend to help you succeed in a remote environment.

The annual salary hiring range for this position is $128k - $195k USD. 

Compensation is based on factors unique to each candidate, including, but not limited to, job-related skills, qualification, education, experience, and location. At Gong, we have a location-based compensation structure, which means there may be a different range for candidates in other locations. The total compensation package for this position, in addition to base compensation, may include incentive compensation, bonus, equity, and benefits. Some of our sales compensation programs also offer the potential to achieve above targeted earnings for those who exceed their sales targets. 

We are always looking for outstanding Gongsters! So if this sounds like something that interests you regardless of compensation, please reach out. We may have more roles for you to consider and would love to connect.

We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Gong recruiting email communications will always come from the @gong.io domain. Any outreach claiming to be from Gong via other sources should be ignored.

Gong is an equal-opportunity employer. We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, military status, genetic information, or any other basis protected by applicable law.

To review Gong's privacy policy, visit https://www.gong.io/gong-io-job-candidates-privacy-notice/ for more details.

<<#LI-KG1>>

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

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Interacts professionally and timely with internal and external clients via email, phone and in-person
• Financial Strategy
  • Leads complex technical work and strategic financial consulting regarding employee benefit plans
  • Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
  • Drives local process improvements and supports innovation
• Marketing/RFPs
  • Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
  • Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
  • Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
• Renewals
  • Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
  • Leads recommendations to client regarding renewal analysis
  • Utilizes actuarial models to assess changes to risk and plan structure
• Partnership & Negotiation
  • Negotiates with carriers based on client’s targeted goals
  • Maintains ongoing relationships with carrier and vendor partners
• Underwriting & Analysis
  • Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
  • Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
  • Develops and communicates self-funded IBNP analysis to client
  • Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
• Reporting
  • With minimal guidance, analyzes data for inconsistencies and trends
  • Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
  • Builds and customizes reports to fit client needs
• Presentation
  • Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
• Training & Mentorship
  • Provides mentorship to analysts and performs technical review of work
  • Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
  • Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 6+ years of similar or related experience
• Prefer college graduate, 4-year degree or equivalent experience
• Proficiency with MS Office Suites
• Attains Life and Health license & maintains through continuing education requirements
• Limited travel required (less than 25%)
• Understands concepts of underwriting and actuarial computations
• Analyzes and interprets data
• Effectively manages multiple projects while meeting timelines
• Ability to be firm and persuasive when needed, while maintaining good relationships
• Handles confidential information with tact and discretion

#LI-JS1

As the Sr Manager of Treasury, you will be the primary driver of Gong’s Treasury operations, responsible for both the day-to-day execution and collaborate on the long-term scaling of the function. This is a high-visibility role within Finance where you will have independence to manage our liquidity, investment portfolio, and global risk management program in collaboration with the VP. You will be a critical cross-functional partner to FP&A, Accounting, Legal, Tax, Facilities, CISO, and others, ensuring our financial infrastructure supports Gong’s global trajectory.

RESPONSIBILITIES

• Act as the primary lead for daily treasury operations, including cash positioning, liquidity management, and global bank account administration across all entities
• Define and own the liquidity framework, maintaining rolling 13-week cash flow forecasts and partnering with FP&A to align quarterly Free Cash Flow projections with corporate goals
• Partner with the VP to manage the company’s investment portfolio, assisting in the monitoring of manager performance and ensuring all activity remains aligned with the corporate Investment Policy and liquidity requirements
• Drive capital efficiency by ensuring adequate funding across global bank accounts and identifying opportunities to invest excess daily cashLead the design and implementation of FX risk management, including the evaluation and execution of hedging programs to manage P&L volatility
• Champion treasury technology and automation, identifying and implementing tools to replace manual workflows and improve reporting scalability
• Establish and maintain a rigorous control environment, ensuring all banking portals, user permissions, and reporting follow SOX-compliant protocols
• Manage the corporate insurance and risk management program, leading the annual renewal process, data verification, and benchmarking to protect Gong as it scales
• Partner cross-functionally with Legal and Sales to review insurance provisions in commercial contracts and ensure compliance with customer and vendor requirements
• Serve as the primary day-to-day contact with the bank, managing information requests while assisting the VP in broader relationship strategy
• Define and report on Treasury KPIs, providing the Finance leadership team with visibility into investment returns, bank fees, and other important metrics

QUALIFICATIONS 

• 5-7+ years of experience in corporate treasury, with a proven track record in high-growth technology environments
• Expertise in cash management and liquidity forecasting, with a strong command of financial modeling and the ability to operate independently with high data integrity
• Strong analytical and financial modeling skills, with a proven ability to build complex, dynamic models in Excel to support liquidity, investment, and FX analysis
• Solid understanding of investment products and the mechanics of managing a corporate portfolio and its direct impact on Free Cash Flow
• Knowledge in FX risk management, including the execution of hedges and an understanding of currency impact on consolidated financial statements
• Experience managing corporate insurance renewals and reviewing complex contract provisions is highly desirable
• Self-starter mindset with the ability to multitask and prioritize competing priorities in an ambiguous, fast-paced environment
• Strong bias for action and execution, with the detail-orientation required to manage complex global banking and insurance workstreams
• Excellent communication and stakeholder management skills, capable of presenting complex treasury topics to senior leaders and cross-functional partners with ease
• Bachelors Degree in Finance, Economics, or Accounting; Master’s Degree or CTP designation a plus

PERKS & BENEFITS 

• We offer Gongsters a variety of medical, dental, and vision plans, designed to fit you and your family’s needs.
• Wellbeing Fund - flexible wellness stipend to support a healthy lifestyle.
• Mental Health benefits with covered therapy and coaching.
• 401(k) program to help you invest in your future.
• Education & learning stipend for personal growth and development.
• Flexible vacation time to promote a healthy work-life blend.
• Paid parental leave to support you and your family.
• Company-wide recharge days each quarter.
• Work from home stipend to help you succeed in a remote environment.

The annual salary hiring range for this position is $124,000 - $195,000 USD. 

Compensation is based on factors unique to each candidate, including, but not limited to, job-related skills, qualification, education, experience, and location. At Gong, we have a location-based compensation structure, which means there may be a different range for candidates in other locations. The total compensation package for this position, in addition to base compensation, may include incentive compensation, bonus, equity, and benefits. Some of our sales compensation programs also offer the potential to achieve above targeted earnings for those who exceed their sales targets. 

We are always looking for outstanding Gongsters! So if this sounds like something that interests you regardless of compensation, please reach out. We may have more roles for you to consider and would love to connect.

We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Gong recruiting email communications will always come from the @gong.io domain. Any outreach claiming to be from Gong via other sources should be ignored.

Gong is an equal-opportunity employer. We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, military status, genetic information, or any other basis protected by applicable law.

To review Gong's privacy policy, visit https://www.gong.io/gong-io-job-candidates-privacy-notice/ for more details.

<<#LI-KG1>>

At IMA, we don’t just hire for today, we hire for the future. The Certificate Technician role is an entry point into a lifelong career, offering structured development, exposure to the insurance business, and clear pathways for advancement. You’ll be introduced to IMA’s culture, clients, and service teams while building the skills needed to move into a service role. If you’re motivated, detail‑oriented, and ready to grow, this role is built for you.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Is comfortable working in a structured, learning‑focused environment with guidance, coaching, and regular feedback as skills are developed
• Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions
• Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed
• Gradually builds the skills to process certificates with increasing independence over time
• Assists with special projects and reports as requested
• Assists with renewal processes, as requested
• Maintains accurate account documentation in EPIC, with training and support
• Learns how to identify necessary coverages and limits by reviewing policies and working closely with the Service Team
• Is trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standards

REQUIRED EXPERIENCE & SKILLS include but are not limited to:

• No prior insurance experience required; training will be provided
• Previous office, administrative, customer service, or detail‑oriented work experience helpful but not required
• 2‑year college degree preferred
• Basic to intermediate skill with MS Office products (Outlook, Word, Excel) preferred
• Comfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI)
• Ability to work collaboratively as part of a team
• Strong attention to detail and willingness to learn
• Clear written and verbal communication skills
• Problem solving and critical thinking skills

#LI-AG1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

The anticipated posting timeline for this opportunity is 4/28/2026-5/28/2026.

IMA's National Real Estate group is seeking an Account Specialist to join our growing team! This is a great opportunity for anyone to looking begin their career in insurance brokerage by providing support to Account Managers and Account Executives on large and complex construction accounts by preparing coverage comparisons, submissions, premium and rate comparisons, submissions, process audits on expired and non-renewed policies and other special requests.

Responsibilities include, but are not limited to: 

• Interact with clients regarding special program needs and new assignments
• Understand and deliver on unique client expectations within book of business
• Temporarily back up Account Manager as needed
• Problem-solve and suggest proactive solutions to Account Manager and Account Executive 
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property
• Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Control industry specific reporting (well reporting, builder's risk, etc.)
• Review certificate of insurance requests and provide direction to Center of Excellence team related to invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client specific instructions for customized Auto ID cards, billings, etc.
• Endorsement processing and billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested
• Support as needed in special client projects
• Support and demonstrate IMA’s core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Required skills and experiences:

• 3+ years of applicable experience required
• Achieved general insurance designation. Pursuing other insurance designation - preferred
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 10%)

The anticipated timeline of this posting is 04/27/2026-05/27/2026.

#LI-AG1

Business Development Representative

Location: These roles will be work-from-home, with a preference for Salt Lake City, UT, and Denver, CO, as we build out hubs in these cities. As these hubs grow, we plan to have our teams operate on a hybrid in-office structure as we open office spaces in the future.

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 a Business Development Representative (BDR), your primary responsibility is to drive top-of-funnel activity by booking calls with qualified prospects. You'll be the first voice many of our future clients hear, reaching out via cold calls to introduce WithCoverage and spark interest. This is a high-output, high-impact role where success is measured by conversations started and meetings set. You’ll be equipped with a strong list of pre-qualified leads and supported by a collaborative growth team that’s focused on results. High performers in this role will have the opportunity to advance into closing or managerial positions over time. Schedule: Monday to Friday, 9am – 5pm EST (weekends off).

What You’ll Do:

• Make high-volume cold calls daily to pre-qualified prospects to schedule intro calls with potential clients.
• Own the outreach process end-to-end, including script execution, objection handling, and call coordination with the Growth team.
• Use quick, live research to find meaningful angles that connect with each prospect during calls.
• Collaborate with team members to refine messaging, targeting strategies, and outreach best practices.
• Participate in weekly reviews to track progress against meeting goals and improve performance.

Who You Are:

• Confident, clear phone communicator: you enjoy being on the phone and know how to keep people engaged.
• Prior experience in cold calling, outbound sales, or appointment setting is highly preferred.
• High energy, self-motivated, and comfortable working independently in a remote environment.
• Coachable, resilient, and eager to succeed in a performance-driven role.

For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $65,000 – $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, quota incentives (for sales roles), 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

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Under moderate guidance, receives initial international Employee Benefits and Property & Casualty requests from all IMA market offices; assigns request to appropriate IMA Global team member or internal stakeholder
• Under direct guidance, assists Global AE and Global Practice Lead with marketing and data collection process for new and existing lines of coverage
• Under direct guidance, creates client-facing sales materials and internal training documents and/or presentations
• Assists with scheduling and logistics for training opportunities for all market offices
• Creates comparison spreadsheets for AE and/or Practice Lead to review policy documents for all sold and bound coverages
• Assists with communicating binding instructions for international EB and P&C programs
• Responsibility for EPIC account review and data entry for accounts
• Responsibility for content creation and updates on Global Risk & Benefits SharePoint site
• Responsibility for policy and information entry of reverse flow accounts for partner data systems

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Required: strong project management skills
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Attains and maintains the appropriate insurance agent/broker licensing required in state of domicile
• Limited travel required (less than 10%)
• Associate’s or Bachelor’s degree preferred or equivalent experience

#LI-JS1

Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country’s 500,000 commercial fleets, 40 million commercial vehicles, and many million commercial drivers. The incumbent technologies that cater to these customers are decades old, and drivers, fleets, and the merchants that serve them all increasingly demand modern digital experiences and affordable and transparent financial services products. Coast's mission is to deliver them at a transformational scale, and to improve working lives in one of the country’s biggest industry sectors. The company is backed by top fintech and mobility venture funds.

As a Coast AE hire in Salt Lake City, you will roll up your sleeves to do the critical work of selling Coast’s product. Coast is built to help businesses with fleets save time and money, and you will identify, develop, and close relationships with prospective clients. At the same time, you’ll help build out the sales strategy and vision for our customer-first sales organization.  Your contributions will directly drive revenue for Coast, while enabling the long term success of our future sales colleagues.

Responsibilities

• Own the entire customer sales cycle from prospect to close for businesses that operate between 50 and 1,000 vehicles
• Drive revenue for Coast through consultative, customer-first, selling 
• Develop a sales pipeline through strategic outbound prospecting and closing large inbound leads
• Articulate the Coast value proposition to qualified decision makers, finance teams, and C-level executives
• Collaborate with marketing to create a holistic customer engagement strategy 
• Share customer feedback with Coast colleagues in product, finance, and risk to improve the user experience
• Achieve and exceed sales targets and projected revenue goals
• Provide input into the sales organization strategy to help us scale exponentially
• Proactively develop recommendations to improve and optimize our sales engine 

Requirements

• Bachelor’s degree from a four year university
• Minimum of 5+ years experience in B2B sales with 3+ years of full sales cycle experience as an AE
• Familiarity with Fleet and Trade organizations is a bonus
• Outstanding communication skills
• Experience with outbound sales and lead generation using Salesforce, Outreach, and other key tools
• Ability to identify and engage decision makers within a prospective client organization 
• Capable of demonstrating value and handling objections for a financial technology product 
• Comfort performing fast-paced, transactional, outbound and inbound sales
• Proven track record at meeting and exceeding sales quotas
• Strong sales toolkit: you can prospect, qualify, demonstrate, negotiate, and close deals
• Willingness to build the ship and sail it at the same time as one of our very first sales hires
• Positive attitude with a focus on having a growth mindset

Critically, you must be practical and business-minded, smart and creative, and excited about the rewards and volatility of an early-stage venture-backed startup.

Compensation

Our salary ranges are based on paying competitively for our size and industry, and are one part of our total compensation package that also includes benefits, signing bonus, and equity. Pay decisions are based on a number of factors, including scope and qualifications for the role, experience level, skillset, and balancing internal equity relative to other Coast employees. We expect the majority of the candidates who are offered roles at Coast to fall healthily within the range based on these factors.

• OTE: $200,000 - $222,000 annually
• Equity grant: commensurate with level determined at the discretion of the company, with meaningful potential upside given the company’s early stage
• Benefits overview:
  • Medical, dental and vision insurance
  • Flexible paid time off (vacation, personal well being, paid holidays)
  • Tools to help manage your financial wellness, including webinars, access to an equity tax advisory service, and company-sponsored 401(k)
  • Paid parental leave
  • $400 accessories allowance (a keyboard, mouse, headphones, etc.)
  • Education stipend
  • Free lunch every Friday

About Coast

Coast is founded and led by Daniel Simon, who previously cofounded Bread (breadpayments.com), a leading payments and credit technology firm backed by some of the world’s top VCs which was acquired for $500MM+ in 2020.

Coast has raised $165M in total funding — our recent $40M Series B equity round was led by ICONIQ Growth with participation from Thomvest, and Synchrony. We're also backed by top fintech and mobility venture funds – including Accel, Insight Partners, Better Tomorrow Ventures, Avid Ventures, Bessemer Venture Partners, BoxGroup, Foundation Capital, Greycroft, Colle – and premier angel investors – including Max Levchin (Affirm), Josh Abramowitz (Bread), Jason Gardner (Marqeta), William Hockey (Plaid), Ryan Petersen (Flexport), and many others.

Check out our CEO's recent podcast interview with Primary Venture Partners and last year’s product/market deep dive on Fintech Layer Cake with Coast Founder Daniel Simon!

Coast is committed to diversity, equity, and inclusion. We are building a diverse and inclusive environment, so we encourage people of all backgrounds to apply. We’re an Equal Opportunity Employer and do not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal, state, or local law.

About Salt Lake City, UT

Salt Lake City, Utah has emerged as one of the fastest-growing technology hubs in the Mountain West, anchored by the broader “Silicon Slopes” ecosystem that includes major tech companies, startups, and research institutions, and attracting strong demand for technology professionals across AI, cloud, and software roles. The region benefits from competitive salaries and a business-friendly environment that supports continued innovation and job growth, with projections indicating continued expansion in tech occupations. While the cost of living in Salt Lake City is moderately above the national average, driven largely by housing, it remains more affordable than many coastal tech centers and is balanced by quality of life, natural amenities, and lower tax rates. These factors make Salt Lake City a compelling location for career development in technology within a vibrant, rapidly evolving community.

Position Overview

The Data Center Deployment Technician II is a mid-level role requiring 2–3 years of hands-on data center experience. This position is responsible for the full lifecycle of structured cabling tasks, including labeling, bundling, dressing, porting, and Quality Control / Quality Assurance for fiber optic and copper cabling.

Data Center Deployment Technician II team members are expected to work independently, follow client standards, and support project leadership by ensuring work is completed accurately and efficiently. This role also supports and mentors Level I technicians as needed.

Key Responsibilities

• Perform end-to-end labeling of fiber optic and copper cables in accordance with client standards and drawings.
• Bundle, dress, and route cables to meet data center best practices and client specifications.
• Port and connect cables to panels, switches, and hardware per design documentation.
• Ensure proper cable management, bend radius, slack, and overall presentation.
• Perform QC/QA checks on assigned work to confirm:
• Accurate and consistent labeling at both ends.
• Correct port placement per documentation.
• Proper cable dressing, routing, and bundling.
• No visible cable damage, breaks, or compromised jackets.
• Identify, document, and report discrepancies or issues to project leadership.
• Work independently or as part of a team to meet project schedules.
• Provide guidance and on-the-job support to Level I technicians.
• Maintain a clean, organized work area that meets client and safety standards.
• Follow all site safety protocols and PPE requirements

Qualifications

• High school diploma or equivalent.
• 2–3 years of hands-on data center experience.
• Proven experience with fiber optic and copper structured cabling.
• Experience labeling, bundling, dressing, and porting cables in live or production data center environments.
• Ability to read and follow drawings, scope documents, and labeling standards.
• Strong attention to detail and commitment to quality workmanship.
• Ability to lift up to 50 lbs and work in data center environments (raised floors, equipment aisles).

Preferred (Not Required):

• OSHA 10 certification.
• Experience working in large-scale or enterprise data centers.
• Prior experience mentoring junior technicians.
• Military, trade school, or technical training background.

Why Join TDS?

• Mid-level role with hands-on technical ownership., and increased responsibility
• Clear growth path within deployment and project teams.
• On-the-job training and mentorship.
• Opportunity to work on large-scale, enterprise data center projects.

Job Type: PROJECT BASED - W2

Schedule: 8 AM - 5 PM, Monday through Friday. Please note that the schedule may fluctuate depending on client needs.

Ability to Commute:

• Salt Lake City, UT

Work Location: In-person

What is Coast

Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country’s 500,000 commercial fleets, 40 million commercial vehicles, and many millions of commercial drivers. The incumbent technologies that cater to these customers are decades old, and businesses with fleets increasingly demand modern digital experiences and transparent financial services products. Coast’s mission is to deliver this at a transformational scale, beginning with the Coast Fleet and Fuel Card built on a cutting-edge spend management platform.

About the Role

We’re looking for a Manager, Customer Service & Operations to lead and grow one of the most customer-critical teams at Coast. You’ll own the day-to-day operations of our Customer Service function and partner closely on Customer Operations ensuring our customers get fast, high-quality support while we build the systems and team needed to scale.

This is a role for someone who can lead people and build process at the same time be a true player-coach who isn’t above jumping into tickets, but who also knows how to develop talent, set standards, and build a team that runs well without them in every decision.

We want someone who brings an AI-native mindset to operations: actively looking for ways to use tools, automation, and smart workflows to make the team more efficient and the customer experience better. You’ll be joining at an inflection point, and you’ll have real influence over how this function is built.

What You’ll Do

• Team Leadership & Development
• Directly manage and grow a team of Customer Service and Operations ICs
• Coach, develop, and retain top performers; run regular 1:1s, set clear expectations, and hold the team accountable to high standards
• Partner with Recruiting and People Ops to build hiring pipelines and onboard new team members as the function scales
• Build a team culture defined by responsiveness, ownership, and continuous improvement
• Customer Service Operations
• Own the end-to-end customer service experience for Coast customers across phone and Zendesk channels
• Drive performance against key metrics: missed call rate, Zendesk first reply rate, and customer NPS
• Build and continuously improve workflows, escalation paths, and playbooks. Nothing is too sacred to revisit
• Customer Operations
• Oversee or partner closely on Customer Operations workflows including chargebacks, manual payments, and deal desk processes
• Ensure accuracy and speed in time-sensitive operational tasks, especially those with direct financial impact
• Identify inefficiencies as volume grows and build scalable solutions before problems compound
• AI & Process Innovation
• Act as an AI-native operator: actively identify and implement tools, automations, and AI-assisted workflows that make the team faster and the customer experience better
• Build and maintain SOPs, playbooks, and operational documentation that outlast any individual on the team
• Continuously look for work that should be automated and then go automate it
• Cross-Functional Collaboration
• Serve as the one of the voices of the customer internally. You will need to surface themes, escalations, and product feedback to Product, Engineering, and GTM teams
• Partner with Finance and Operations leadership on reporting, headcount planning, and quarterly goal-setting.
• Represent your team’s needs clearly and advocate for resources, tooling, and process changes that drive results

What Success Looks Like

In your first year, you’ll be successful if you:

1. Build and scale a high-performing team. You will need to hire well, onboard fast, develop the people already here, and maintain team cohesion through a period of significant growth.
2. Hit the metrics that matter. Coast has consistently provided world-class customer service and that should not change as the team continues to grow and scale.
3. Drive operational efficiency — you’ve meaningfully reduced manual work through AI tools, automation, and process redesign, and the team is operating with more leverage than when you arrived.
4. Expand scope confidently — you’ve proven yourself on Customer Service and taken on Customer Operations ownership in a way that makes the hand-off feel seamless to customers and stakeholders.

Requirements

• 4–6 years of experience in customer service, customer operations, or a related operational role
• 1–2 years of direct people management experience; experience managing through a period of significant team growth is a strong plus
• AI-native mindset: you’re already using AI tools in your daily work and you’re excited to push further
• Proficiency with customer service platforms; Zendesk experience strongly preferred
• Strong analytical instincts: comfortable pulling metrics, spotting trends, and translating data into operational decisions
• Excellent written and verbal communication — clear with your team, credible with leadership, and professional with customers
• Bias toward action and process-building; you don’t wait for someone to hand you a playbook
• Comfortable in ambiguity; you can build structure where none exists without losing momentum
• Experience in fintech, payments, B2B SaaS, or financial services preferred
• Salt Lake City based; able to be in-office 3–4 days per week

Compensation and Benefits

Our salary ranges are based on paying competitively for our size and industry, and are one part of our total compensation package that also includes benefits, signing bonus, and equity. Pay decisions are based on a number of factors, including scope and qualifications for the role, experience level, skillset, and balancing internal equity relative to other Coast employees. We expect the majority of candidates who are offered roles at Coast to fall healthily within the range based on these factors.

Salary range: $90,000 – $105,000 annually

Equity Grant: Meaningful potential upside given Coast’s early-stage trajectory

Benefits Overview:

• Medical, dental and vision insurance
• Flexible paid time off (vacation, personal well being, paid holidays)
• Tools to help manage your financial wellness, including webinars, access to an equity tax advisory service, and company-sponsored 401(k)
• Paid parental leave
• $400 accessories allowance (a keyboard, mouse, headphones, etc.)
• Education stipend
• Free lunch every Friday

Coast is committed to diversity, equity, and inclusion. We are building a diverse and inclusive environment, so we encourage people of all backgrounds to apply. We’re an Equal Opportunity Employer and do not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal, state, or local law.

Position Summary:

We’re looking for a Senior Manager who understands complex accounting, reporting risk, and internal controls—and approaches the role as a trusted advisor and problem solver. You effectively translate complex guidance into practical solutions, help teams structure transactions the right way, design scalable and defensible accounting positions, and proactively surface issues timely. 

You’ll be an individual contributor, initially, but an effective influencer partnering closely with business, finance, and technology leaders to build a technical accounting and reporting function that partners with and supports the rest of the organizational stakeholders.

RESPONSIBILITIES

• Serve as a technical accounting and reporting subject matter expert, providing practical guidance on complex accounting matters including stock-based compensation (ASC 718), business combinations, debt and equity instruments, leases, and non-routine transactions
• Research, interpret, and document accounting conclusions under US GAAP, including preparation of technical accounting memos and support for significant judgments
• Partner cross-functionally with FP&A, Legal, Tax, People, and Product to evaluate accounting implications of new products, contracts, and strategic initiatives
• Support external financial reporting, including preparation and review of disclosures, footnotes, and tie-outs for quarterly and annual financial statements
• Play a key role in IPO readiness activities, including S-1 preparation, SEC comment responses, and coordination with external advisors
• Liaise with external auditors on technical accounting positions, ensuring issues are identified early and resolved efficiently
• Design, implement, and maintain scalable accounting policies, procedures, and internal controls to support a public-company operating model
• Identify accounting and reporting risks proactively and recommend solutions that balance technical compliance with business practicality
• Provide review, coaching, and mentorship to junior team members, elevating overall team capability and execution quality
• Support ongoing SOX readiness and control documentation related to technical accounting and financial reporting processes
• Stay current on emerging accounting standards and SEC developments, assessing impact and leading implementation efforts as needed

QUALIFICATIONS

• Bachelor’s or Master’s degree in accounting, finance, or business administration 
• Certified Public Accountant (CPA)
• 10+ years of combined experience in public accounting, including experience auditing publicly traded global corporations or corporate experience at global, publicly traded growth companies in technical accounting/reporting roles
• Highly skilled and current knowledge of  US GAAP
• Excellent written and verbal communication skills
• Strong analytical skills
• A proven ability to communicate effectively with all levels of the organization and to build strong working relationships
• Demonstrable leadership ability and experience building and working with high performing teams
• Experience with financial systems including NetSuite, Workiva, Shareworks  and/or similar systems

YOU ARE

• A business-first mindset with excellent problem-solving skills
• Ability to navigate ambiguity, multitask, and handle non-routine requests
• Clear, confident communicator who can influence without authority
• Hands-on, self-starting approach with strong ownership mentality
• Experience with SaaS business models strongly preferred

PERKS & BENEFITS 

• We offer Gongsters a variety of medical, dental, and vision plans, designed to fit you and your family’s needs.
• Wellbeing Fund - flexible wellness stipend to support a healthy lifestyle.
• Mental Health benefits with covered therapy and coaching.
• 401(k) program to help you invest in your future.
• Education & learning stipend for personal growth and development.
• Flexible vacation time to promote a healthy work-life blend.
• Paid parental leave to support you and your family.
• Company-wide recharge days each quarter.
• Work from home stipend to help you succeed in a remote environment.

The annual salary hiring range for this position is $124,000 - $195,000 USD. 

Compensation is based on factors unique to each candidate, including, but not limited to, job-related skills, qualification, education, experience, and location. At Gong, we have a location-based compensation structure, which means there may be a different range for candidates in other locations. The total compensation package for this position, in addition to base compensation, may include incentive compensation, bonus, equity, and benefits. Some of our sales compensation programs also offer the potential to achieve above targeted earnings for those who exceed their sales targets. 

We are always looking for outstanding Gongsters! So if this sounds like something that interests you regardless of compensation, please reach out. We may have more roles for you to consider and would love to connect.

We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Gong recruiting email communications will always come from the @gong.io domain. Any outreach claiming to be from Gong via other sources should be ignored.

Gong is an equal-opportunity employer. We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, military status, genetic information, or any other basis protected by applicable law.

To review Gong's privacy policy, visit https://www.gong.io/gong-io-job-candidates-privacy-notice/ for more details.

<<#LI-KG1>>

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Responsibility for design and implementation of International Programs and CMPs
• Under minimal guidance, prepares and markets global renewal submissions, including gathering information and markets and/or delivers submissions to underwriters
• Coordinates strategy meetings and participates in client account review meetings, marketing meetings, and/or client proposal presentations
• Responsibility for completing the Global Risk Insurance Manuals on specified accounts
• Provides input in the development and implementation of department policies and procedures, as well as operating and strategic plans within area of specialty
• Manages the Global Account Coordinator and/or the Account Manager to input client data in the WBNet3.0 system or other partner systems for select international reverse flow accounts
• Manages Global Account Manager and/or Account Coordinator regarding the account review information and the bind coverage information in conjunction with workflow standards
• Responds to and finalizes RFP requests
• Researches and understands international industry trends, product development, and government regulations globally
• Assists Director of Global Risk & Benefits in training, mentoring of IMA associates, and department projects and initiatives

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 5 to 10 years of similar or related experience
• Bachelor’s degree preferred or equivalent experience
• Attains and/or maintains professional designation or license: CIC and/or CPCU required
• Preferred: intermediate EPIC Applied Systems experience
• Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word and Excel)
• Moderate travel required (25-50%)
• Required: strong written and oral communication skills
• Required: strong analytical and insurance interpretation skills

COMPETENCIES & TRAITS:

• Business Acumen
• Professionalism
• Building relationships
• Problem Solving
• Communicating

#LI-JS1

Provide and maintain service to clients, and support Employee Benefits Producer in processing all lines of employee benefits insurance in accordance with the objectives and guidelines outlined by the Employee Benefits Department.

Essential Duties and Responsibilities

Other duties may be assigned.

• Responsible for assigned book of business.
• Process renewals and incidental new business, cancellations and policy changes.
• Responsible for accuracy of your work product and that of others assisting you.
• Maintain and be responsible for expiration log and renewal list.
• Market renewal policies, as requested by Producer.
• Provide Producer with accurate new and renewal proposals, coverage summaries and client check lists for presentation to clients.
• Check policy coverages, changes and amendments for accuracy and relevance.
• Respond to or refer insured's and underwriter's questions or requests.
• Input/amend client policy, coverage, premium and billing information into computer system and keep current at all times.
• Verify commission schedules with carrier and accounting department for each account.
• Assist Producer and Client in the reconciliation of client accounts, as necessary.
• Maintain Applied computer system documentation as required by the Employee Benefits Department.
• Maintain and be responsible for upkeep of client technology tools.
• Generate client open enrollment materials and conduct open enrollment meetings, as needed.
• Present marketing results and strategies with decision makers.
• Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.
• Adhere to policies and procedures set forth for the Department and Bolton & Company.
• Pursue a program for personal and professional development, including educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language, and other classes as recommended by leaders.

Supervisory Responsibilities 

This job has no supervisory responsibilities.

Job Specifications 

• 4 year college degree preferred. 5-7 years related experience and/or training; or equivalent combination of education and experience.
• Active Life/Health License.
• Experience conducting open enrollment benefits meetings.
• Excellent oral and written communication skills.
• Possesses time management and problem solving skills.
• Ability to build and grow professional relationships with clients.

#LI-JS1

About Care.com  

Care.com is a consumer tech company with heart. We’re on a mission to solve a human challenge we all face: finding great care for the ones we love. We’re moms and dads and pet parents. We have parents and grandparents so we understand that everyone, at some point in their lives, could use a helping hand. Our culture and our products reflect that.  

Care.com offers an array of services that enable families to find, manage and pay for care and provide employment opportunities for caregivers. Our engineering organization is reimagining our tech stacks and consolidating to a single cloud native platform so we can test and learn faster. The new platform is composed of gRPC microservices and Lambdas in Go, Kafka streams, DynamoDB, Elasticsearch, GraphQL, and micro-frontends on Node and React. We're utilizing industry best practices and tools like OpenTelemetry, Splunk, Github, SignalFX, Figma, and others to make our lives easier.  

Here, entrepreneurs, self-starters, team players, and big thinkers unite behind a common cause. Here, we’re applying data analytics, AI, and the latest technologies to solve universal problems and connect people in new ways. If you like having autonomy, if you thrive on collaboration and building new things, and if you’re all about using your talent for good, Care.com is the place for you.  

What You'll Be Working On:  

We are seeking a highly motivated individual to join the Technology team as an Architect. The candidate would join a small, agile team responsible for building our fulfillment platform. The candidate will be responsible for the analysis, design, programming, testing, documentation, and implementation of new product features. 

• Design and develop an extremely high-volume, fault-tolerant, scalable distributed system that uses technologies such as:
• Java and J2EE technologies 
• Golang microservices deployed on Kubernetes with an Istio service mesh 
• gRPC and GraphQL APIs 
• AWS Lambdas 
• AWS Step Functions & Express Workflows 
• Amazon EventBridge 
• AWS DynamoDB 
• Postgres 
• AWS Cloud Development Kit  
• Kafka 
• Elasticsearch  
• Work with stakeholders in product management to understand business requirements 
• Work with other disciplines to drive cross-functional efforts 
• Shape development processes to promote a high-quality output while continuing to iterate quickly 
• Own and review deliverables for accuracy, quality, performance, and completeness 
• Work with team to create architecture and design documents, project timeline, and user stories 
• Ability to lead and manage a globally distributed development team 
• Mentor and guide the professional and technical development of members of the team 

What You’ll Need to Succeed: 

• 10+ years of professional engineering experience
• 8+ years of deep experience designing and building high-volume, fault-tolerant, scalable distributed systems, with significant expertise in Java, Golang, or comparable backend technologies.
• BS or MS in Computer Science or a similar engineering discipline
• Experience with Microservices architecture is required.
• AWS experience is required, including knowledge of serverless technologies (Lambdas, DynamoDB, EventBridge) and container orchestration (Kubernetes/Istio).
• Experience leading a team (team/tech lead) and acting as a design authority or system architect for large-scale production projects.
• Ability to thrive as part of a multi-site development team

For a list of our Perks + Benefits, click here! 

Work Environment: Hybrid – We are in the office Monday, Wednesday & Thursday

Our office locations:
Austin – 816 Congress Ave. #800, Austin, TX 78701
Dallas – 2801 North Central Expressway, 11th Floor, Dallas, TX 75204
Salt Lake City – 1850 Ashton Blvd, Suite 500, Lehi, UT 84043

____________________________________________________________________________

Company Overview: 

Available in more than 20 countries, Care.com is the world's leading platform for finding and managing high-quality family care. Care.com is designed to meet the evolving needs of today's families and caregivers, offering everything from household tax and payroll services and customized corporate benefits packages covering the care needs of working families, to innovating new ways for caregivers to be paid and obtain professional benefits. Since 2007, families have relied on Care.com's industry-leading products—from child and elder care to pet care and home care. Care.com is an IAC company (NASDAQ: IAC). 

Salary Range:  $180,000 to $200,000. The base salary range above represents the anticipated low and high end of the national salary range for this position. Actual salaries may vary and may be above or below the range based on various factors including but not limited to work location, experience, and performance. The range listed is just one component of Care.com’s total compensation package for employees. Other rewards may include annual bonuses and short- and long-term incentives. In addition, Care.com provides a variety of benefits to employees, including health insurance coverage, life, and disability insurance, a generous 401K employer matching program, paid holidays, and paid time off (PTO).

#LI-Hybrid

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Possesses comfort with high degree of oversight & accountability for quality & efficiency of work product
• Essential job responsibilities:
• Interacts professionally and timely in support of Account Managers, Account Executives and Producers via AMS, email, phone, and in-person
• Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
• Learns and supports the Account Service Cycle
• Assists Account Managers in addressing client needs
• Directly or through shared services manages, produces, or performs: Auto ID Cards and Certificates of Insurance, Claims Reporting and Instructions, Loss Runs and Claims Summaries, Summaries of Insurance and Coverage Towers, Policy and Endorsement Processing, Invoicing and Accounting, Applications, and Audits, Special Projects as Needed

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Up to six months of similar or related experience preferred
• Strong computer proficiency required, including experience with MS Office Suite required (specifically Outlook, Word, and Excel)
• Basic understanding of insurance preferred, experience with Epic a plus
• Attains and maintains professional designation or license
• Limited travel required (less than 25%)
• High School diploma required
• Bachelor’s degree preferred or equivalent experience

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

#LI-AG1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:  

• Supports and demonstrates IMA’s core values  

• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.  

• Provide exceptional customer service, streamlining the manufacturer assistance process or enrolling in international shipping, ensuring a seamless transition over to our pharmacy programs.  

• Provides assistance to pharmacy advocate staff and patients to complete and submit all necessary forms and program applications. 

• Completes and submits all necessary forms in a timely manner. Tracks and follows up on status of applications. 

• Frequently works in Excel spreadsheets to create and analyze enrollment, use and revenue tracking.  

• Communicates effectively with patients, healthcare providers, and third party representatives 

• Maintains frequent phone contact with provider representatives, third party customer service representatives, and pharmacy staff. 

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:  

• High School, Diploma, or GED required 

• Pharmacy tech preferred or experience in a retail pharmacy or health care field. 

• Ability to communicate effectively both orally and in writing. 

• Ability to build productive internal/external working relationships. 

• Strong interpersonal skills. 

• Strong organizational skills; attention to detail. 

• General knowledge of pharmacy benefits. 

• Ability to proficiently use Microsoft Excel, Outlook and Word. 

• Ability and initiative to work independently or as a team member. 

• Ability to problem solve. 

• Strong time management skills. 

• Customer satisfaction focused. 

#LI-AG1

The National Healthcare Practice Leader is responsible for advancing IMA’s national presence, growth, and expertise across the healthcare industry. This leader brings deep technical knowledge of healthcare risk, sophisticated carrier relationships, and a strategic mindset oriented around complex healthcare delivery models and regulatory environments. They serve as a highly visible resource across geographies.

Essential Responsibilities:

Growth, Production & Market Impact

• Drive national new business growth within hospitals, physician groups, senior living, behavioral health, healthcare staffing, managed care organizations, and other care‑delivery sectors.
• Actively support producers on complex healthcare opportunities, including underwriting strategy, program structure, clinical risk insights, and differentiating IMA in competitive RFP environments.
• Provide direct involvement on high‑value pursuits, including large health systems, multi‑state operators, and organizations with sophisticated risk financing needs.
• Participate in internal business reviews, prospect meetings, and client presentations, representing IMA’s national healthcare expertise.
• Bring forward timely insights on healthcare industry trends—such as consolidation, regulatory changes, professional liability climate, staffing challenges, and reimbursement pressures—and apply them to client strategy.

Healthcare Specialty Strategy & National Alignment

• Develop and execute the national strategic plan for the Healthcare & Social Services Practice, ensuring alignment with IMA’s enterprise goals.
• Align service standards, technical expectations, and client delivery models across all IMA markets to ensure consistency for healthcare clients nationwide.
• Identify emerging risks (e.g., cyber, EPL, medical professional liability, managed‑care E&O, regulatory fines/penalties) and build practice capabilities to address them.
• Represent IMA in healthcare associations, national groups, and specialty forums involving hospital leadership, senior living executives, physician enterprise leaders, and nonprofit providers.

Carrier and Market Relationships

• Build and maintain deep relationships with healthcare‑specialized carriers—particularly medical professional liability carriers, alternative risk partners, programs/MGUs, and managed‑care insurers.
• Lead national carrier strategy for healthcare placements, program design, alternative risk financing, and market‑facing positioning.
• Collaborate with key carrier partners to develop innovative solutions in response to industry shifts such as staffing shortages, litigation trends, senior living acuity levels, or physician practice consolidation.
• Facilitate carrier engagement to bring new programs, benchmarking data, and thought leadership to IMA’s clients and internal teams.

Talent Development & Team Leadership

• Mentor and develop healthcare‑specialized talent across production, account management, analytics, and claims—ensuring deep vertical expertise throughout the practice.
• Oversee healthcare‑specific training programs, including MPL fundamentals, loss‑sensitive program structures, captive and RRG strategies, regulatory compliance exposures, and post‑acute risk trends.
• Partner with Market Presidents on specialty‑focused hiring, promotions, and team alignment.
• Build a sustainable national bench of healthcare experts and maintain a succession plan for healthcare leadership roles.

Collaboration & Internal Integration

• Coordinate closely with Market Presidents, Commercial Lines Leaders, producers, claims teams, and analytics resources to ensure seamless delivery for healthcare clients
• Lead national healthcare practice calls and cross‑market collaboration, uniting healthcare experts across IMA’s footprint.
• Promote knowledge sharing, including emerging case law, medical professional trends, carrier appetite changes, and risk‑management best practices.
• Partner with Marketing to elevate IMA’s brand in the healthcare space through conferences, association involvement, and thought leadership.
• Identify and support M&A opportunities that expand IMA’s healthcare capabilities or geographic reach.

Required Experience & Skills

• Extensive healthcare‑related brokerage, underwriting, or risk‑management experience, with deep technical mastery of healthcare exposures.
• Strong knowledge across key healthcare verticals such as hospitals, senior living, behavioral health, physician groups, ambulatory surgery centers, managed care organizations, and social services.
• Demonstrated excellence in developing and maintaining senior‑level relationships with healthcare executives, carrier leaders, and strategic partners.
• Proven ability to lead national pursuits, design complex insurance programs, and support sales initiatives.
• Experience managing or advising on large healthcare books of business, including loss‑sensitive and alternative risk structures.

#LI-JS1

Essential Job Responsibilities:

• Supports and demonstrates IMA’s core values
• Maintains overall responsibility of the entire renewal with the Producer (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
• Supports in winning new business and set up of new accounts
• Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
• Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough reviews of the policies and all relevant documents
• Prepares for and facilitates meetings with key IMA stakeholders and clients
• Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
• Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
• Develops & maintains carrier relationships
• Manages a book of business with $900k - 2 Million in revenue
• Plays a lead role on three or more large/complex client accounts

Required Experience and Skills:

• 7 + years Experience within the insurance industry, including at least 2 years in an Account Executive of equivalent role
• Expertise in construction, real estate, and health services verticals preferred
• Ability to think strategically based on client’s priorities and marketplace cycle
• Strong communication skills both written and verbal
• Experience leading and developing people
• Ability to delegate and hold team & partners accountable
• Experience working within Applied Epic preferred
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Travel may be required when necessary
• Maintains increased technical knowledge both insurance industry and book of client’s industry
• Holds at least one general insurance designation

#LI-AG1

Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country’s 500,000 commercial fleets, 40 million commercial vehicles, and many million commercial drivers. The incumbent technologies that cater to these customers are decades old, and drivers and fleets increasingly demand modern digital experiences and affordable and transparent financial services products. Coast's mission is to deliver them at a transformational scale, beginning with the Coast Fleet and Fuel Card built on a cutting-edge spend management platform. 

As a member of our founding BDR team in our new Utah office, you will play the most crucial part of the sales lifecycle, being the first point of contact for prospective customers. Armed with a suite of business-critical SaaS tools, you will proactively engage with new prospects - sparking interest, uncovering pain points and qualifying if Coast is a fit for their business (on most occasions we are an ideal fit!).

We are hiring for our newest west coast office in Draper, UT.

What you'll do:

• Prospect for, generate and qualify leads to create sales-ready opportunities.
• Make outbound (cold) calls and emails daily. 
• Research and prospect ideal customers and gather key lead information through open-ended questions and thoughtful conversations
• Exceed monthly quotas of qualified appointments/demos scheduled and deals closed.
• Work closely with the Account Executives and the rest of the sales team to accelerate the sales cycle
• Pipeline management: enter and maintain data in Salesforce.
• Represent Coast with integrity and professionalism at all times in all written and oral communications while highlighting Coast’s value proposition and key selling points to raise interest

What you'll bring:

• 1+ years of experience is sales or a customer facing role, B2B experience preferred.
• Bachelor’s degree from a 4 years college or university
• Strong communication skills - written and verbal.
• You are confident, well-spoken and driven.
• Attention to detail, organizational skills, and fantastic with time management.
• Experience carrying and exceeding KPI’s and targets.
• You have experience in customer facing roles such as retail, hospitality or customer service and are keen to explore a career in tech sales. 
• An enthusiasm for entrepreneurship and creativity! This might be the single most important point.

Critically, you must be practical and business-minded, smart and creative, and excited about the rewards and volatility of an early-stage venture-backed startup.

What we'll bring:

• Real growth and career development opportunities, we’re still young in Utah with plenty of room to grow.
• A unique product that makes an actual impact on the businesses we serve.
• Attractive base and commissions package - uncapped earnings.
• Medical, dental and vision insurance
• Flexible paid time off (vacation, personal well being, paid holidays)
• Tools to help manage your financial wellness, including webinars, access to an equity tax advisory service, and company-sponsored 401(k)
• Paid parental leave
• $400 accessories allowance (a keyboard, mouse, headphones, etc.)
• Education stipend
• Free lunch every Friday
• Coast will not sponsorship to work in the United States for this role

About Coast

Coast is co-founded and led by Daniel Simon, who previously cofounded Bread (breadpayments.com), a leading payments and credit technology firm backed by some of the world’s top VCs which was acquired for $500MM+ in 2020.

Coast has raised $165M in total funding — our recent $40M Series B equity round was led by ICONIQ Growth with participation from Thomvest, and Synchrony. We're also backed by top fintech and mobility venture funds – including Accel, Insight Partners, Better Tomorrow Ventures, Avid Ventures, Bessemer Venture Partners, BoxGroup, Foundation Capital, Greycroft, Colle – and premier angel investors – including Max Levchin (Affirm), Josh Abramowitz (Bread), Jason Gardner (Marqeta), William Hockey (Plaid), Ryan Petersen (Flexport), and many others.

Check out the latest podcast interview on Fintech Layer Cake with Coast Founder Daniel Simon!

Coast is committed to diversity, equity, and inclusion. We are building a diverse and inclusive environment, so we encourage people of all backgrounds to apply. We’re an Equal Opportunity Employer and do not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal, state, or local law.

About Care.com:

Care.com is a consumer tech company with heart. We’re on a mission to solve a human challenge we all face: finding great care for the ones we love. We’re moms and dads and pet parents. We have parents and grandparents so we understand that everyone, at some point in their lives, could use a helping hand. Our culture and our products reflect that.

What is CareBenefits by Care.com?

CareBenefits, by Care.com, is the fastest-growing provider of Backup Child Care. We work with the world's most innovative companies to help their employees when their regular child care coverage falls through. We connect families and our amazing caregivers with meaningful job opportunities every day. We do the hard work of ensuring you are booked with families that are a match when it comes to your designated travel areas, childcare experience, and availability. All you need to focus on is providing wonderful and engaging childcare!

Benefits of Working with CareBenefits:

• Weekly pay with competitive monthly bonusing based directly on your individual contributions
• A full-service team to support your part-time schedule. We bring the work to you!
• Accrued Sick time and Vacation time 
• Flexible schedule 
• Mileage Reimbursement (over 40 mi)

What Your Days Will be Like:

As a Caregiver within our CareBenefits team, you will have the opportunity to care for children of multiple families in your area! You will be responsible for creating a safe, nurturing, and stimulating environment for the children under your care. Our team will automatically place you in jobs based on your experience, location, and availability!

• Conduct Intro Calls with each family you're booked with
• Care for children in their homes, typically an 8-hour day
• Abide by and follow the schedule and rules set forth by parents
• Perform household duties relating to the care you provide; i.e. cleaning up after meals, doing dishes, and cleaning up after activities

What You’ll Need to Succeed:

• Must be 18 years or older 
• Minimum of 1 weekday availability to work (at least 8 consecutive hours between 6am-8pm)
• Related childcare experience
• Reliable transportation to reach families’ homes and ability to travel up to 15 miles from your home
• Adult, Infant, and Pediatric CPR/First Aid Required prior to start date (will provide reimbursement for certification)
• Familiarity and ability to use app-based products and electronic devices
• Authorized to work in the United States

Physical Requirements:

• Prolonged periods of standing and frequent bending
• Must be able to lift up to 50 lbs at one time
• Exposure to mildly sick children

Compensation Range:  $20 to $22 hourly. The base compensation range above represents the anticipated low and high end of the national salary range for this position. Actual compensation may vary and may be above or below the range based on various factors including but not limited to work location, experience, and performance. The range listed is just one component of Care.com’s total compensation package for employees. Other rewards may include annual bonuses and short- and long-term incentives. In addition, Care.com provides a variety of benefits to employees, including health insurance coverage, life, and disability insurance, a generous 401K employer matching program, paid holidays, and paid time off (PTO).

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Company Overview:

Available in more than 20 countries, Care.com is the world's leading platform for finding and managing high-quality family care. Care.com is designed to meet the evolving needs of today's families and caregivers, offering everything from household tax and payroll services and customized corporate benefits packages covering the care needs of working families, to innovating new ways for caregivers to be paid and obtain professional benefits. Since 2007, families have relied on Care.com's industry-leading products—from child and elder care to pet care and home care. Care.com is an IAC company (NASDAQ: IAC).