Staff Finance Associate, Corporate

Redwood Materials is currently seeking a Staff Finance Associate to join our FP&A team. Our finance function combines rigorous financial planning and analysis with direct strategic decision support for executive leadership and the board. The right candidate is a senior individual contributor who operates independently, manages complex modeling and reporting workstreams end-to-end, and produces outputs that reach the most senior levels of the organization.

Responsibilities will include:  

Consolidation & Financial Reporting 

• Own the monthly consolidated financial outlook, integrating operational forecasts, corporate assumptions, and key risk factors into a unified view for leadership. 
• Lead monthly close reporting cycles, including detailed variance analysis with clear narrative on drivers and implications. 
• Develop and maintain management reporting packages distributed to the executive team and board of directors. 
• Continuously improve the accuracy, timeliness, and clarity of consolidated financial reporting processes. 

Long-Range Modeling & Scenario Planning 

• Support maintenance and refresh of the long-range financial model, incorporating updated operating assumptions, strategic initiatives, and market conditions on a quarterly basis. 
• Build and run scenario analyses, sensitivities, and stress tests to support capital allocation and investment decisions. 
• Develop analytical frameworks to evaluate strategic alternatives, new business opportunities, and trade-offs across the corporate portfolio. 
• Partner with senior finance leadership to translate strategic priorities into quantified financial projections. 

Cash Flow Management & Planning 

• Support consolidated cash flow forecasting by integrating actuals, purchase order activity, payment terms, and operational inputs into a reliable short- and long-range liquidity view. 
• Drive working capital analysis and support initiatives to optimize receivables, payables, and inventory dynamics. 
• Partner cross-functionally to ensure cash-relevant assumptions are accurate and consistently reflected across models. 

Actuals Tracking & Financial Controls 

• Oversee accurate classification and reconciliation of financial actuals across revenue, cost, and investment categories. 
• Conduct comprehensive monthly review and analysis of spend actuals, with variance commentary relative to plan and forecast. 
• Identify and drive improvements in financial systems and tools to enhance reporting accuracy and efficiency. 

Board & Investor Communications 

• Support preparation of board of directors financial materials, ensuring content is accurate, well-structured, and delivered on time. 
• Support development of quarterly investor communications that clearly convey operational and financial performance and strategic progress. 
• Translate complex financial data into concise, executive-ready narratives for board and investor audiences. 

Ad Hoc Analysis & Strategic Support 

• Provide deep-dive analysis on high-impact financial and corporate decisions, including capital structure, liquidity, and organizational growth. 
• Scope and structure ambiguous problems independently, delivering well-reasoned recommendations under tight timelines. 
• Evaluate and recommend tools or process improvements that enhance the efficiency and quality of FP&A outputs. 

Desired Qualifications:

• 5–8 years of increasingly complex experience in financial planning, analysis, and corporate-level modeling. 
• Demonstrated ability to execute complex modeling and reporting workstreams with a high degree of independence and strong attention to detail. 
• Strong background in consolidation, cash flow forecasting, and long-range financial modeling. 
• Experience preparing materials for board of directors or C-suite audiences. 
• Advanced Excel skills; able to build, adapt, and audit large financial models efficiently. 
• Familiarity with ERP and financial planning systems; experience linking actuals data to forecast models a plus. 
• Strong cross-functional partnership skills; able to influence and communicate clearly at all levels of management. 
• Ability to develop structured frameworks and clear recommendations on ambiguous, high-stakes questions. 
• Experience in manufacturing, energy, clean technology, or other capital-intensive industries a plus. 
• Bachelor's degree in finance, accounting, engineering, or related field; Master's or CFA preferred. 

Our Strategic Account Executives target and close new business with Datadog’s largest, most strategic customers and prospects. In this role you’ll be focused on uncovering the pain points organizations face as they operate in or migrate to a cloud environment at scale as well as delivering the appropriate Datadog solution.

At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them.

What You’ll Do:

• Prospect into large Fortune 1000 companies while running an efficient sales process
• Maintain, build and own specific relationship maps for your territory including existing relationships and aspirational contacts
• Develop a deep comprehension of customer's business
• Negotiate favorable pricing and business terms with large commercial enterprises by selling value and ROI
• Handle existing customer expectations while expanding reach and depth into assigned territory
• Demonstrate resourcefulness when faced with challenges that defy easy solution
• Have intuitive sense of necessary steps to close business and gain customer validation
• Identify robust set of business drivers behind all opportunities
• Ensure high forecasting accuracy and consistency

Who You Are: 

• Someone with 5+ years closing experience (mix of field selling within mid-market and enterprise)
• Driven and have met/exceeded direct sales goals of 1M+ and operated with an average deal size of $100k+
• Able to demonstrate methodology to prospect and build pipeline on your own
• Experienced in working for an innovative tech company (SaaS, IT infrastructure or similar preferred)
• Experienced in selling into large Fortune 1000 companies with the ability to win new logos
• Role requires regular travel to client sites, within your area and other regions, using various modes of transportation (car, train, air), depending on business needs

Datadog values people from all walks of life. We understand not everyone will meet all the above qualifications on day one. That's okay. If you’re passionate about technology and want to grow your skills, we encourage you to apply.

Benefits and Growth: 

• High income earning opportunities based on self performance
• New hire stock equity (RSU) and employee stock purchase plan (ESPP)
• Continuous professional development, product training, and career pathing 
• Sales training in MEDDIC and Command of the Message 
• Intra-departmental mentor and buddy program for in-house networking 
• An inclusive company culture, opportunity to join our Community Guilds
• Generous and competitive medical benefits package
• Retirement savings match
• Pet adoption and insurance program

Benefits and Growth listed above may vary based on the country of your employment and the nature of your employment with Datadog.

#LI-Remote

Breeze is hiring- join us!

Under the general direction of the Materials Operations Supervisors, the Materials Specialist maintains the warehouse inventory, shipping, receiving, and transportation of materials. This person will be working with the Maintenance Department at the station to ensure adequate supply of materiel for aircraft maintenance and ensure material needs are met throughout the organization. Material Specialists work with others to execute logistics in a detail-oriented, dynamic, and safe environment.

Starting pay is $18.50

*$2.00 shift differential added when working from 9:00PM - 7:30AM 

Here’s what you’ll do

• Responsible for daily oversight of Material Stores and Line Material operations
• Oversee and problem-solve issues associated with inventory accuracy, parts issuing, shipping, receiving, stocking, material handling, and equipment
• Responsible for warehouse operations of Technical and Non-Technical inventory
• Perform data entry into the company inventory system to include locating, issuing, receiving, shipping of materials, warehousing of supplies, tools, and materials
• Collaborate with Maintenance Operations Control (MOC) for movement of inventory, tooling, and special equipment for Aircraft on Ground (AOG) recovery
• Monitor and update stock items, minimum and maximum stock levels, and coordinate stock level adjustments with Maintenance, Purchasing, and/or other departments within the company
• Perform inventory audits, inspections, inventory reconciliations, and maintain compliance with the General Maintenance Manual (GMM)
• Conduct physical inventory, ensuring adherence to minimum and maximum stock levels
• Work in conjunction with Maintenance and Quality departments to complete calibrated tooling, Shelf-Life audits, and replacements for monthly regulatory compliance
• Perform periodic receiving inspection functions as assigned to by Quality Control
• Prepare Hazmat material shipments in accordance with International Air Transport Association (IATA) regulations
• Coordinate with Engineering and Maintenance Planning to prepare fleet modification kits
• Other duties as assigned by the Manager of Materials
• Achieve performance measures and adhere to established standards in conjunction with Breeze Aviation Group Values of Safety, Kindness, Integrity, Ingenuity and Excellence

Here’s what you need to be successful

Minimum Qualifications

• High school diploma or equivalent educational achievement
• 1 yr minimum experience with data entry or inventory management
• Strong technical and analytical background to provide TRAX, Excel, and other reports
• Must possess a valid Driver’s License and a driving record that meets Breeze Airways standards
• Ability to drive company vehicles, trucks, forklifts, and other Ground Service Equipment (GSE)
• Pass Materials and the General Maintenance Manual (GMM) training courses
• Pass and ship Dangerous Goods (DG) International Air Transport Association (IATA) and ground course and maintain recurrent training for both certifications
• Must have authorization to work in the U.S. as defined by the Immigration Reform Act of 1986
• Operate 5K & 15K forklifts to coordinate shipping and handling of aircraft engines and GSE equipment
• Pass a ten (10) year background check and criminal history records check (CHRC)
• Valid Passport with no restrictions to travel outside of the United States
• Must be able to obtain and maintain a SIDA badge in accordance with TSA requirements
• Must be able to secure appropriate airport authority and / or US Customs security badges.
• Must be fluent in English
• Must be at least 18 years of age
• Organizational fit for the Breeze culture, that is, exhibit the Breeze values of Safety, Kindness, Integrity, Ingenuity and Excellence
• Self-starter must have a positive attitude and strong desire for success

Preferred Qualifications

• 4-year degree in Business, Aerospace, or other relevant field/ or received a certificate from an acceptable trade/technical school.
• TRAX (M&E) Inventory system
• Warehousing or experience in a stockroom environment

Skills/Talents

• Excellent communications skills, both verbal and written
• Strong presentation skills with the ability to communicate to Leadership
• Must be able to handle high-stress situations
• Microsoft Office Suite (Outlook, Excel, Word)
• 24- hour operation may require holiday, weekend, overtime, or late-night work
• Well-groomed and able to maintain a professional appearance
• Ability to comply and maintain Occupation Safety and Health Administration (OSHA) standards
• Ability to lift, carry, and move medium to heavy weights of 50 pounds or more
• Must be able to climb, bend, kneel, crawl, and stoop frequently in relatively confined spaces
• Exemplifies Breeze’s safety culture, values, and mission
• Ability to work with individuals and teams at all levels in the organization

Perks of the Job

• Health, Vision and Dental
• Health Savings Account with Breeze Employee Match
• 401K with Breeze Employee Match
• PTO
• Travel on Breeze and other Airlines too!

Role Objective 

The Sales Associate works to achieve store sales goals by setting the ALO experience & Brand Mission standard. Creating an authentic, organic experience of excellence for every guest through genuine connection, product education and educating customers about our community and culture. This individual is an expert in all facets of product knowledge, including features, benefits, fabric, usage, design, and care. The Sales Associate thrives working on a team and relishes a culture of feedback and excellence.  

Key Job Responsibilities 

• Impacts the business and store environment in a positive manner aligning with store leadership and company goals. 
• Drive and exceed sales goals by leading ALO’s Flow initiatives, while optimizing productivity and efficiency
• Ensure engagement with customers and provide a friendly and easy to shop environment
• Continue to build the client relationship daily with our customers
• In partnership with leadership team, analyze reports to strategize and deliver results; support achieving action plans focusing on deficient areas and highlight growth opportunities
• Ensure effective sales floor coverage through the development of workforce solutions and leading selling initiatives throughout the store as needed
• Knowledge of store goals, company communication, initiatives, new product launches and any additional information required by the Store Leadership Team; educate on guest-facing initiatives on the floor
• Confidently introduces all facets of the ALO business model (Retail, Yoga, Café) through personal testimony and knowledge of all aspects and details
• Leverages company tools, incentives, and strategies to support meeting store goals
• Resolve client needs quickly & effectively ensuring customer satisfaction
• Educates guests and staff on our product, community and culture
• Understand and protect the daily schedule that prioritizes the best business strategy, in partnership with the Store Leadership
• Assists in processing shipment and ensuring product flow including but not limited to visual merchandising placement and daily replenishment excellence
• Ensure all front and back of house procedures are executed in accordance with company Policy & Procedures
• Duties require constant movement in and around the store, including the sales floor and back of house. When not actively assisting guests, this position takes initiative to perform other tasks, as needed, to keep store clean, safe, inviting and operating efficiently. 

Sales Associate Qualifications 

• Preferred 1+ years prior work experience in a client-centric, sales environment
• Passion for customer service and delivering exceptional experiences
• Aligns with and embodies ALO’s Guiding Principles
• Self-motivated with a desire to achieve results and excel individually, and as a team
• Requires constant movement in and around all areas of store
• Ability to lift, push, carry or otherwise move up to 50 pounds
• Ability to lift, bend, kneel, climb, crawl and/or twist, and safely climb up/down a ladder
• Ability to stand and move for an entire shift 

Sales Associate Schedule 

Part-Time non-exempt associates are expected to work up to 30 hours per week, based on the needs of the business, for a shift minimum of 4 hours. Full-Time non-exempt associates are expected to have open availability, 7 days a week, between 32 - 40 hours. All employees without exception are expected to be able to work during the company’s Blackout period, from the week of American Thanksgiving (including Black Friday and Thanksgiving weekend) through the end of the holiday season (the 1st week of January). 

As an Equal Opportunity Employer, ALO does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law. 

JUST SOME OF THE PERKS 

• Generous employee discount for ALO, and free membership to ALO Wellness Club, with access to hundreds of streaming fitness and yoga classes with top instructors
• Competitive medical, dental and vision plan options, and enhanced additional benefits such as free virtual access to mental health providers and new parent support for employees and dependents (Full-Time Employees)
• Monthly Store Incentives
• Clothing Allowance
• Free yoga classes at any of our Sanctuaries (select cities)

#LI-JJ1

#LI-2

#li-onsite

OVERVIEW

The Operations Associate is critical in the store team and is responsible for driving profitability and efficiency. The Operations Associate will work closely with the Operations & Visual Management team in initiating, completing work, and providing feedback to the team to achieve optimal results supporting total store operations.  

Key Job Responsibilities 

• Execute inventory management processes effectively with a focus om maximizing inventory accuracy and reducing shrink
• Investigate and root cause inventory accuracy issues, partnering with the General/Store Manager to escalate process or system gaps
• Support execution of key operational functions including shipment, receiving and processing, reverse transfers, sales floor recovery, intra-day sales floor replenishment, floor set updates, and supply management
• Maintain and champion strong visual standards for the sales floor
• Work closely with reporting, budgets, expenses, inventory control, supplies, vendor relationships, technology, and facilities to ensure maintained and maximized
• Support a safe work environment and efficient operation through strong stockroom standards and processes
• Move dynamically on the retail floor to assess and fulfill the needs of the business, team and guests
• Execute company-level operations-focused directives, projects and initiates, in partnership with the Operations & Visual Management team.  
• Assists in processing shipment and ensuring product flow; including but not limited to visual merchandising placement and daily replenishment excellence
• Demonstrate strong business acumen by leveraging metrics to support business-driving strategies
• Resolve client needs quickly & effectively ensuring customer satisfaction
• Identify product concerns and communicate inventory needs to support the business goals
• Duties require constant movement in and around the store, including the sales floor and back of house. When not actively assisting guests, this position takes initiative to perform other tasks, as needed, to keep store clean, safe, inviting and operating efficiently. 

Operations Associate Qualifications 

• 1+ years prior work experience in a client-centric, sales & operational environment
• Requires constant movement in and around all areas of store
• Ability to lift, push, carry or otherwise move up to 50 pounds
• Ability to lift, bend, kneel, climb, crawl and/or twist, and safely climb up/down a ladder
• Ability to stand and move for an entire shift
• Passion for customer service and delivering exceptional experiences
• Self-motivated with a desire to achieve results and excel individually, and as a team
• Aligns with and embodies ALO’s Guiding Principles  

 Operations Associate Schedule 

Part-Time non-exempt associates are expected to work up to 30 hours per week, based on the needs of the business, for a shift minimum of 4 hours. Full-Time non-exempt associates are expected to have open availability, 7 days a week, between 32 - 40 hours. All employees without exception are expected to be able to work during the company’s Blackout period, from the week of American Thanksgiving (including Black Friday and Thanksgiving weekend) through the end of the holiday season (the 1st week of January). 

As an Equal Opportunity Employer, ALO does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law. 

JUST SOME OF THE PERKS 

• Generous employee discount for ALO, and free membership to ALO Wellness Club, with access to hundreds of streaming fitness and yoga classes with top instructors
• Competitive medical, dental and vision plan options, and enhanced additional benefits such as free virtual access to mental health providers and new parent support for employees and dependents (Full-Time Employees)
• Monthly Store Incentives
• Clothing Allowance
• Free yoga classes at any of our Sanctuaries (select cities)

#LI-JJ1

#LI-2

#li-onsite

Our SLED sales team works with a best-of-breed product that solves real problems for our customers. Sellers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. Whether you're looking to learn from the best or be the best, the Datadog sales team is dedicated to furthering personal development and team success.

We are searching for an experienced SLED Sales Executive that has a real passion for technology and can deliver on bold revenue targets. As we continue to enter into bigger markets, and formalize our support for the Public Sector enterprise segment, this division within Datadog will blaze the path for organizational growth. This is a lucrative opportunity to break into new State, Local, and Education accounts within a rich territory, as well work with accounts who are in a hybrid state and transitioning to the cloud. 

At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them.

What You’ll Do:

• Prospect into large State, Local, and Education organizations while running an efficient sales process
• Maintain, build and own specific relationship maps for your territory including existing relationships and aspirational contacts
• Develop a deep comprehension of customer's business
• Negotiate favorable pricing and business terms with large SLED enterprises by selling value and ROI
• Handle existing customer expectations while expanding reach and depth into assigned territory
• Demonstrate resourcefulness when faced with challenges that defy easy solution
• Have intuitive sense of necessary steps to close business and gain customer validation
• Identify robust set of value drivers behind all opportunities
• Ensure high forecasting accuracy and consistency

Who You Are: 

• Someone with 5+ years closing experience (mix of field selling within assigned SLED region)
• Someone with 2-3+ years of SLED/Gov sales experience
• Driven and have met/exceeded direct sales goals of 1M+ and operated with an average deal size of $100k+
• Able to demonstrate methodology to prospect and build pipeline on your own
• Experienced in working for an innovative tech company (SaaS, IT infrastructure or similar preferred)
• Experienced in selling into large SLED organizations with the ability to win new logos
• Role requires regular travel to client sites, within your area and other regions, using various modes of transportation (car, train, air), depending on business needs

Datadog values people from all walks of life. We understand not everyone will meet all the above qualifications on day one. That's okay. If you’re passionate about technology and want to grow your skills, we encourage you to apply.

Benefits and Growth: 

• High income earning opportunities based on self performance
• New hire stock equity (RSU) and employee stock purchase plan (ESPP)
• Continuous professional development, product training, and career pathing 
• Sales training in MEDDIC and Command of the Message 
• Intra-departmental mentor and buddy program for in-house networking 
• An inclusive company culture, opportunity to join our Community Guilds
• Generous and competitive medical benefits package
• Retirement savings match
• Pet adoption and insurance program

Benefits and Growth listed above may vary based on the country of your employment and the nature of your employment with Datadog.

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Summary

We are seeking a qualified Legal Assistant to join our team. As a Legal Assistant, you will be responsible for managing the law firm's day-to-day operations, including carrying out administrative services and supporting the legal team. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and comfortable working in a fast-paced dynamic workplace.

Responsibilities

• Perform administrative duties (scheduling calendar hearings and deadlines, organize case files, manage logistics).
• Maintain pleadings and discovery indexes.
• Organize exhibits, documents, evidence, briefs, and appendices.
• Implement and improve upon administrative processes for more efficient workflow.
• Collect, examine, and organize evidence and other legal documents for attorney review and case preparation.
• Draft and proofread correspondence and legal documents, such as pleadings and contracts.
• Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice.
• Manage client billing by preparing, finalizing, and sending out bills, as well as resolving billing issues in cooperation with the billing attorney.
• Communicate with clients and witnesses to schedule meetings, interviews, and depositions.
• Manage, organize, and maintain documents in paper or electronic filing systems.
• Performs other related duties as assigned to meet the needs of the business.
   

Qualification

• High school diploma or general education degree (GED) required.
• Associates degree in paralegal studies, a paralegal certificate, or a bachelor's degree is preferred.
• At least 1 year of experience as an administrative assistant (preferably in a law firm or in a corporate legal department), legal assistant, legal secretary, or paralegal.
• Experience in Social Security, Personal Injury, Workers Compensation, Premises Liability, or other injury related practice areas. (preferred)
• Must possess the ability to multi-task, prioritize, handle a fast-paced environment, and manage workload with a great attitude and minimal supervision.
• Great written and communication skills, be proficient in calendar depositions, mediation, and hearings.
• Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc.
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment.
• Strong writing and communication skills along with attention to detail.
• Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm.
• This role is on-site, which gives you the chance to be fully immersed in the work and gain direct experience alongside the team. We’ve found that being in the office helps new team members get up to speed quickly and feel more connected.

#LI-EM1

Summary

We are seeking a qualified Legal Assistant to join our team. As a Legal Assistant, you will be responsible for managing the law firm's day-to-day operations, including carrying out administrative services and supporting the legal team. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and comfortable working in a fast-paced dynamic workplace.

Responsibilities

• Perform administrative duties (scheduling calendar hearings and deadlines, organize case files, manage logistics).
• Maintain pleadings and discovery indexes.
• Organize exhibits, documents, evidence, briefs, and appendices.
• Implement and improve upon administrative processes for more efficient workflow.
• Collect, examine, and organize evidence and other legal documents for attorney review and case preparation.
• Draft and proofread correspondence and legal documents, such as pleadings and contracts.
• Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice.
• Manage client billing by preparing, finalizing, and sending out bills, as well as resolving billing issues in cooperation with the billing attorney.
• Communicate with clients and witnesses to schedule meetings, interviews, and depositions.
• Manage, organize, and maintain documents in paper or electronic filing systems.
• Performs other related duties as assigned to meet the needs of the business.
   

Qualification

• High school diploma or general education degree (GED) required.
• Associates degree in paralegal studies, a paralegal certificate, or a bachelor's degree is preferred.
• At least 1 year of experience as an administrative assistant (preferably in a law firm or in a corporate legal department), legal assistant, legal secretary, or paralegal.
• Experience in Social Security, Personal Injury, Workers Compensation, Premises Liability, or other injury related practice areas. (preferred)
• Must possess the ability to multi-task, prioritize, handle a fast-paced environment, and manage workload with a great attitude and minimal supervision.
• Great written and communication skills, be proficient in calendar depositions, mediation, and hearings.
• Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc.
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment.
• Strong writing and communication skills along with attention to detail.
• Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm.
• This role is on-site, which gives you the chance to be fully immersed in the work and gain direct experience alongside the team. We’ve found that being in the office helps new team members get up to speed quickly and feel more connected.

#LI-EM1

This is an entry level position responsible for processing all release of information (ROI), specifically medical record requests, in a timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. Associates must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations.

Position Highlights

This is a Onsite Role in Mt. Pleasant

• Full Time: Monday through Friday, 8:00 AM to 5 PM EST
• Provide support for Release Of Information processing
• Handling front desk tasks
• Assisting with patient walk-ins
• Ability working in a high-volume environment.
• Processing medical record requests such as: Insurance requests, DDS Requests, Workers Comp Request, Subpoenas 
• Documenting information in multiple platforms using two computer monitors. 
• Proficient in Microsoft office (including Word and Excel)

Preferred Skills

• Knowledge of HIPAA and medical terminology 
• Familiar with different EHR and Billing Systems 
• Experience working with subpoenas 

We offer: 

• Comprehensive onsite/virtual training program followed by job shadowing with an assigned mentor
• Company equipment will be provided to you (including computer, monitor, virtual phone, etc.) 
• Full Benefits: PTO, Health, Vision, and Dental Insurance and 401k Savings Plan and tuition Assistance 

You will:

• Receive and process requests for patient health information in accordance with Company and Facility policies and procedures.
• Maintain confidentiality and security with all privileged information.
• Maintain working knowledge of Company and facility software.
• Adhere to the Company's and Customer facilities Code of Conduct and policies.
• Inform manager of work, site difficulties, and/or fluctuating volumes.
• Assist with additional work duties or responsibilities as evident or required.
• Consistent application of medical privacy regulations to guard against unauthorized disclosure.
• Responsible for managing patient health records.
• Responsible for safeguarding patient records and ensuring compliance with HIPAA standards.
• Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record.
• Ensures medical records are assembled in standard order and are accurate and complete.
• Creates digital images of paperwork to be stored in the electronic medical record.
• Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately.
• Answering of inbound/outbound calls.
• May assist with patient walk-ins.
• May assist with administrative duties such as handling faxes, opening mail, and data entry.
• Must meet productivity expectations as outlined at specific site.
• May schedules pick-ups.
• Other duties as assigned.

What you will bring to the table: 

• High School Diploma or GED.
• Ability to commute between locations as needed.
• Able to work overtime during peak seasons when required.
• Basic computer proficiency.
• Comfortable utilizing phones, fax machine, printers, and other general office equipment on a regular basis.
• Professional verbal and written communication skills in the English language.
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Strong data entry skills.
• Must be able to work with minimum supervision responding to changing priorities and role needs.
• Ability to organize and manage multiple tasks.
• Able to respond to requests in a fast-paced environment.

Bonus points if:

• Experience in a healthcare environment.
• Previous production/metric-based work experience.
• In-person customer service experience.
• Ability to build relationships with on-site clients and customers.
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.

Director of Success

Who Connecteam Is:

Connecteam is a TLV-based startup that’s on a mission to change the work experience for 80% of the world’s global workforce - the deskless employees. Our business management platform helps thousands of businesses thrive by taking away the daily hustle and complexities of managing teams, so they can have the peace of mind to grow and run their business.

Role Overview:

The Director of Success will own the post-onboarding stage for our mid-market enterprise and strategic accounts, focusing on driving long-term retention, product adoption, and customer satisfaction. This individual will lead three specialized teams, ensuring that Connecteam’s product is successfully implemented across all levels of large organizations – from the C-suite to frontline employees. The Director will play a critical role in managing customer relationships, optimizing success outcomes, and improving overall customer experience.

Key Responsibilities:

• Ownership of Post-Onboarding Stage: Take full responsibility for customer success post-onboarding, driving adoption, retention, and engagement across mid-market and strategic accounts.
  
  
• Team Leadership: Manage and mentor three teams focused on ensuring smooth product implementation and customer success across key accounts. Foster a high-performing team environment through clear communication, empowerment, and development.
  
  
• Customer Retention & Expansion: Focus on driving retention, gross retention, and expanding customer relationships through strategic and tailored engagement.
  
  
• Product Adoption & Implementation: Leverage deep expertise in large-scale product implementation to guide organizations from the C-suite level to the end-user, ensuring seamless integration of Connecteam’s platform into their workflows.
  
  
• Customer Journey Management: Own the customer journey post-onboarding to ensure a smooth transition into long-term success, making sure customers are continuously seeing value from Connecteam.
  
  
• KPI Monitoring: Track and report on key success metrics, including retention rates, gross retention, and product adoption rates. Proactively address issues that may affect customer satisfaction or retention.
  
  
• Cross-Functional Collaboration: Collaborate with Sales, Marketing, and Product teams to ensure customer feedback and insights are integrated into future product improvements and customer strategies.
  
  
• Process Optimization: Drive continuous improvement in customer success processes, ensuring efficiency, scalability, and alignment with broader company goals.
  
  
• Customer Advocacy: Build strong relationships with key customer stakeholders, becoming a trusted advisor who can effectively advocate for customer needs within Connecteam.
  
  
• Market Knowledge: Stay deeply knowledgeable about the market by visiting customers, attending industry events, and maintaining regular engagement with key customer stakeholders to understand their needs and provide insights that influence product and service offerings.
  
  

Key Performance Indicators (KPIs):

• Retention Rates: Maintain a high level of customer retention by proactively addressing challenges and optimizing customer experiences.
  
  
• Gross Retention: Ensure clients renew and stay engaged with Connecteam, driving long-term partnership success.
  
  
• Adoption Rates: Drive successful product adoption across various levels within large organizations, ensuring high usage and satisfaction from C-suite to frontline employees.
  
  

Required Experience:

• 5 years in managing Customer Success teams, preferably in a SaaS environment with strong experience in enterprise customer success roles.
  
  
• Extensive experience in implementing products in large organizations, with a clear understanding of how to successfully onboard and drive product adoption from C-suite executives to frontline employees.
  
  
• Proven success in managing large, complex customer relationships and improving customer retention and product adoption.
  
  
• Strong leadership skills, with a focus on mentoring and developing team members to achieve high performance.
  
  
• A strategic mindset with the ability to solve problems at scale, while focusing on customer outcomes.
  
  
• Ability to build strong relationships and have direct customer interactions, including visits and engagement to better understand their needs.
  
  
• Proven experience in managing managers and leading through leadership layers is required.

Skills & Competencies:

• Strong communication skills with the ability to engage with stakeholders at all levels, from the C-suite to end-users.
  
  
• Data-driven approach to tracking success metrics and improving processes.
  
  
• Expertise in scaling customer success operations and managing cross-functional initiatives.
  
  
• Ability to think strategically while managing the day-to-day operational needs of customer success teams.
  
  
• High emotional intelligence and the ability to build lasting relationships with customers and internal teams.
  
  

Hiring process with us:

At Connecteam, we aim to complete our hiring processes at lightning speed, keeping the time between when we receive your CV until you (hopefully) sign with us super short, communicative and transparent.

Benefits:

• Medical coverage.
• Insurance plan.
• Paid time off for vacation, sick days.
• 401(k)
  
  Salary range: 170-200K

We are accepting applications from employees working in the following states: Texas, New York, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia. 

About Connecteam

Connecteam is a fast-growing tech company used by 80,000+ businesses to manage their deskless teams across industries like Hospitality, Construction, Retail, Services, Home Care, Education, and Children’s Activities. 

More than 1.8 million employees rely on Connecteam to run their daily operations and stay connected with their teams. Our platform replaces messy spreadsheets, siloed apps, and outdated tools with an all-in-one modern, mobile-first experience that actually fits the way deskless teams work.

About the role

This isn’t your standard BDR role. 

The Strategic Accounts team operates like a small startup inside Connecteam, focusing on the verticals, use cases, and brands that have the strongest long-term impact on our growth. We work in small, focused pods - each one building deep expertise in its space and partnering closely with key brands to drive meaningful adoption and expansion.

As a BDR here, you’ll learn faster than almost anywhere else. You’ll build the research and targeting that shape our approach, initiate relationships inside sophisticated organizations, and regularly bring your insights to senior leadership (yes, including the C-suite). 

If you want a high-autonomy seat where your curiosity, thinking, and execution directly contribute to company-wide initiatives, this role is for you.

Responsibilities:

Your primary responsibilities will include:

• Build the GTM strategy and pipeline: Own the research, targeting, and prospect lists that shape who we go after first and why.
• Lead outbound for strategic accounts: Drive high-quality outreach across calls, email, and LinkedIn to open doors with the right operators and decision-makers.
• Learn fast and go deep: Work closely with the AE to map each brand’s org structure, workflows, and pain points, based on real conversations with customers, prospects, and ecosystem partners.
• Win: Hit and exceed meeting targets, create early traction inside key brands, and help your pod build momentum every sprint.

Requirements:

To be successful in this role, you should meet the following requirements:

• 1–2 years of experience in outbound BDR, sales, or business development at a SaaS company preferred.
• Enjoy working in a fast-paced, high-growth startup dynamic environment.
• Confident, clear communicator who’s comfortable speaking with owners, operators, and decision-makers.
• Track record of beating quotas in a fast-moving environment.
• A strong will-to-win mindset: competitive, hungry, and motivated by beating targets.
• Execution-driven: you move fast, take ownership, and don’t wait for perfect instructions
• Resourceful and analytical: able to break down problems and find angles that open doors.
• Thrives in a high-autonomy, high-accountability role.
• Curious and quick to learn how different verticals and workflows actually operate.

• Benefits:
• Medical coverage.
• Insurance plan.
• Paid time off for vacation, sick days
• 401k

What You Do:

Territory: Southeast

Manage and grow revenue and market share at designated agencies to maximize customer satisfaction and achieve strategic objectives

• Develop and maintain client relationships to ultimately drive revenue growth
• Develop and execute account strategy by collaborating with account team to deliver stronger, more relevant value propositions
• Track customer activity in internal systems in order to execute on account strategy and identify additional opportunities
• Cultivate customer relationships and ensure effective service delivery to accounts
• Focus on customer's satisfaction, know the customer's business and workflows, develop proper contact network within accounts
• Work with and bring in experts/specialists where required
• Oversee and know all account activities for your book of business
• Own account relationship and drive overall customer satisfaction for assigned accounts
• Responsible for forecasting, keep management in touch with accounts in a timely fashion, gather intelligence on competitor activity, and give feedback to marketing
• May provide customer product training as necessary
• Accountable for individual expense budget management

What You Bring:

• Minimum of 5 years of demonstrated successful customer facing Software (SaaS / Cloud) Sales Experience
• Minimum of 3 years’ experience managing a book of business of Major Accounts
• Solution or consultative sales experience working within complex sales processes
• Data management experience using Salesforce (preferred) or similar CRM
• Strong understanding of Cloud and SaaS
• Able to travel 70% + (3-4 days a week on the road) including overnight travel
• Able to clearly and directly articulate complex solution offerings across technical and non-technical audiences
• Startup experience & some vertical experience
• Law Enforcement / Public Safety experience
• Team Player: collaborate with various team members regularly
• Ready to own & drive the territory

Compensation and Benefits

• Competitive On-Target Earnings and 401K with employer match
• Uncapped commissions
• Discretionary paid time off
• A supportive parental leave policy
• Ride along with real police officers in real life situations, see them use technology, get inspired
• And more...