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: $185,000 - $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.

We are looking for a highly customer-obsessed, strategic, and execution-driven Product Manager to own key product areas across Workstream’s platform.

In this role, you will define your product area’s strategy, roadmap, and long-term vision—owning everything from customer discovery and hypothesis development to execution, iteration, and measurable business outcomes. You will be responsible for shaping the product story, setting north star metrics, and driving investments that improve how hourly businesses hire, manage, and retain their workforce.

This role is ideal for someone who thrives in fast-paced startup environments, loves spending time with customers, and combines strategic thinking with relentless execution. You will work cross-functionally across Engineering, Design, Sales, Customer Success, Business Development, and Leadership to identify opportunities, prioritize resources, and bring impactful products to market.

What You’ll Do

• Own product strategy, roadmap, and execution for a core Workstream product area
• Define product vision, north star metrics, and success criteria aligned with company priorities
• Spend significant time with customers, users, and customer-facing teams to identify patterns, pain points, and emerging market opportunities
• Partner closely with Sales, Customer Success, Business Development, and Operations to gather business requirements and translate them into scalable product solutions
• Build and manage relationships with strategic external partners (e.g. job boards, integrations, ecosystem partners) and continuously improve product capabilities through these partnerships
• Conduct market, competitive, and customer research to develop and validate product hypotheses
• Take a hypothesis-driven, experimentation-first approach to product discovery and iteration
• Write detailed product specifications, user stories, and UX requirements that enable high-quality execution
• Collaborate closely with Engineering and Design teams to ship products quickly while balancing speed, quality, and long-term scalability
• Be highly resourceful and pragmatic in solving customer problems—whether through automation, integrations, operational workflows, or lightweight solutions
• Drive alignment across Product, Engineering, Design, GTM, and executive stakeholders
• Present product strategy, roadmap progress, and business impact across all levels of the organization

What We’re Looking For

• 5-7+ years of Product Management experience, ideally in SaaS, growth, marketplace, or startup environments
• Experience utilizing AI to make you and your team more effective
• Understanding of AI landscape and tools
• Experience working in a fast-paced, scaling startup (typically <500 employees) or demonstrated ability to thrive in high-growth environments
• Proven track record of owning product initiatives from concept through launch (0→1) and iteration (1→N), incorporating both Go To Market and PLG motions
• Strong customer empathy and genuine enthusiasm for talking directly with users
• Excellent analytical, strategic, and hypothesis-driven problem-solving skills
• Exceptional written and verbal communication skills with the ability to influence cross-functional stakeholders
• Strong partnership skills across Engineering, Sales, Customer Success, Marketing, and Operations
• Ability to move quickly, prioritize effectively, and operate with resourcefulness in ambiguous environments
• Experience writing product specs, user stories, and translating business needs into product execution

Bonus Points

• Experience in growth product management or marketplace products
• Experience with HR tech, hiring, payroll, scheduling, workforce management, or local business software
• Familiarity with job board ecosystems, integrations, or external platform partnerships
• Experience working with offshore or distributed engineering teams
• Background in hourly work industries such as restaurants, retail, hospitality, or frontline operations
• Experience with one or more of the following product categories: HRIS, Payroll, Scheduling, Time & Attendance, or Hiring

What We Offer

• A mission-driven and value-based company dedicated to empower deskless workers and local businesses
• An early employee opportunity at a Series B hyper-growth startup; work with the founding team and industry veterans to accelerate your career
• Competitive salary and equity
• Comprehensive health coverage: medical, dental, and vision. We pay 95% of your premiums for our employees and 85% for dependents
• 401K Plan
• Pre-tax commuter benefits
• Flexible PTO

Location Requirements

While we are looking for the best talent globally, the ideal candidate will be based in the San Francisco Bay Area to collaborate closely with our HQ. We are also open to candidates in Vancouver and Utah who can effectively manage the travel requirements between our primary hubs.

Salary Range

In compliance with the California Pay Transparency Law, the base salary range for this role is between $150k to $170k base in San Francisco. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.

About your role

You’ll bring to the role a passion for delivering a seamless and engaging employee experience through operational excellence. The ideal candidate is a detail-oriented and tech-savvy HR professional with hands-on HRIS experience and a strong understanding of core HR processes. In this role, you will support key People Operations programs across the employee lifecycle, ensuring accuracy, compliance, and continuous process improvement.

How you will make a difference day to day

• Manage HRIS transactions throughout the employee lifecycle, including onboarding, job changes, promotions, compensation updates, and offboarding

• Support the administration of company benefits programs, including new hire enrollment and qualifying life event changes

• Ensure new hires are enrolled in required training plans; support rollout, tracking, and reporting of annual compliance training

• Support and help drive People Operations initiatives and cross-functional projects, including process improvements and system enhancements

• Assist in administering performance review cycles, including assessment kick-off, progress monitoring, and completion reporting

• Monitor the HR email inbox and Slack channels to provide timely and accurate responses to employee inquiries

• Develop proficiency and become a subject-matter expert in HR systems, processes, and communication platforms

• Help ensure adherence to established HR policies, procedures, and best practices

• Support payroll processing by verifying data accuracy and compliance with internal requirements

• Maintain and update process documentation and refresh HR content on the company Intranet

• Utilize Google Workspace tools (Gmail, Calendar, Docs, Slides, and basic Sheets) to support daily operations and reporting

What you´ll need

• 3–5 years of HR Operations experience with hands-on HRIS work

• Experience working for a tech company, with the ability to thrive in a fast-paced environment and effectively manage competing priorities

• Experience supporting a range of People Operations projects and initiatives

• Strong organizational skills with sharp attention to detail

• Service-oriented mindset with strong written and verbal communication skills

• Ability to manage sensitive information with discretion and professionalism

• Exposure to HRIS configuration, implementation, or system integrations a plus

Not sure if you meet all the qualifications? Apply anyway! We value diverse experiences and encourage you to bring your unique talents to our team!

Benefits & Perks

• Comprehensive health plans (including Medical, Dental, and Vision insurance for full-time employees)
• Unlimited PTO
• Competitive salary packages
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates 

Interview Process

• Recruiter Phone Screen
• Role Assessment(s)
• Hiring Manager Interview
• Panel Interviews
• Final Interview

About your role

You’ll bring to the role a passion for building relationships, generating new business opportunities, and driving the growth of Rocket Lawyer’s Legal Benefits Sales Division. The ideal candidate will be a high-energy sales professional with experience in lead generation, cold calling, and thriving in goal-oriented environments. In addition to managing your territory and pipeline, you will engage with senior executives and decision-makers to position Rocket Lawyer as a game-changing HR benefit.

How you will make a difference day to day

• Innovate and generate fresh business opportunities, propelling our SaaS B2B Legal Benefits pipeline forward

• Collaborate closely with managers and account managers to strategize targeted lists, call approaches, and compelling messaging to cultivate new business avenues

• Engage in high-level discussions with senior executives at our target accounts

• Identify and connect with crucial decision-makers within potential client organizations, laying the cornerstone for robust, enduring partnerships

• Help build a robust pipeline for our Legal Benefits product

• Articulate the value that Rocket Lawyer seamlessly integrates into the company’s benefits package

• Consistently meet or surpass monthly quotas for qualified opportunities

What You´ll Need

• Experience with sales, cold-calling, or prospecting

• A genuine passion for customer success, helping legal benefit sponsors deliver a highly valuable service to their employees and members

• Demonstrated history of exceeding sales targets, particularly in high-volume scenarios, and a proven record of thriving in goal-oriented environments

The ideal candidate will also have

• Bachelor’s degree

• 1+ years of experience in lead generation, sales, and/or marketing

• Prior exposure to IT or SaaS companies

• Proficiency in Salesforce.com, Word, Excel, and PowerPoint

Benefits & Perks

• Comprehensive health plans (including Medical, Dental, and Vision insurance for full-time employees)
• Unlimited PTO
• Competitive salary packages
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates 

Interview Process

• Recruiter Phone Screen
• Role Assessment(s)
• Hiring Manager Interview
• Panel Interviews
• Final Interview

Not sure if you meet all the qualifications? Apply anyway! We value diverse experiences and encourage you to bring your unique talents to our team!

About the Role

What You'll Do

• Develop and implement a comprehensive territory plan
• Manage the entire sales process to ensure delivery against key performance metrics and quota, with a strong emphasis on generating net new business sales. This includes prospecting and outreach, providing product demos and trials, and engaging in strategic negotiations with customers and channel partners
• Meet or exceed individual targets and contribute to the overall team and the company. This includes proactively penetrating greenfield accounts and achieving a quarterly quota of at least 2-3 qualified net new logos
• Initiate and manage expansion discussions to drive customer retention. This includes identifying customers’ goals and requirements, including budgetary constraints and key decision makers
• Devise a comprehensive customer acquisition strategy and partner with Verkada’s channel partner sales organization to establish channel partner initiatives that result in a minimum of 5 deal registrations each quarter
• Drive business growth and enhance market presence, and help enterprise organizations modernize their physical security solutions through a combination of customer engagements, marketing campaigns, executive briefings, industry conferences, events, and physical security market knowledge/intelligence
• Gain an in-depth and detailed understanding of Verkada’s business and products, as well as the physical security market, and sell to C-level executives within Enterprise organizations
• Create effective presentations and proposals; create urgency to drive deal closure, negotiate pricing, and contractual agreements
• Provide account analysis, conduct quarterly business reviews, and generate accurate revenue forecasts
• 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

• 5-10+ years quota carrying B2B software/hardware technology sales with a focus on building a greenfield territory and landing new business within an Enterprise organization; 3+ years of Enterprise sales is highly preferred
• Proven track record of success in a sales-driven organization selling a highly complex technical solution (with the awards and references to prove it)
• 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 major accounts against incumbents
• Willingness to have a strong field presence multiple days per week; Must live in the territory & be willing to travel up to 50%
• A demonstrable track record of success managing longer, complex sales cycles and engaging with all levels from end users to business champions to C-level executives (Experience selling to CIO/CTO/CISO/CFO leaders at Fortune 1000 companies is highly preferred)
• Experience collaborating with internal and external channel partner teams to sell through and with channel partners is a plus
• Proven experience running a process-driven sales cycle 
• Relevant software or hardware industry experience in any of the following domains: security software, physical security, or hardware, computer networking, and “how the internet works”, subscription, SaaS, or Cloud software is a plus
• Strong knowledge and execution of MEDDIC is highly preferred
• Self-motivated, tenacious, confident, with a willingness to engage in prospecting to maintain individual funnels as expected
• Intellectually curious, High IQ, EQ, and self-awareness
• Excellent communication skills (verbal and written) with peers, customers, and partners
• Thrive working in a fast-paced dynamic environment with a strong sense of urgency
• BS/BA degree is strongly preferred
• Must live in San Francisco or the Salt Lake City area

Employee Benefits

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

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

Additional Information

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

About the Role

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 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.

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.

Why We Have This Role

How You’ll Find Success

• Ownership: You don't just identify issues; you build the solutions. You will take full responsibility for maintaining our global entities and supporting our real estate team’s initiatives, and will be a critical partner to the business on a wide-range of supplier agreements.  
• High-Stakes Navigation: You thrive in ambiguity. You provide clear, actionable paths forward that balance legal risk with business velocity.
• Becoming a Go-To Expert: You will quickly become a highly proficient and go-to resource for the company.
• Pragmatic and Trusted Partnership: You will build deep trust across the organization by being a responsive, helpful, and solutions-oriented partner. With a high EQ, you will translate complex legal requirements into actionable business guidance. Success means you are consistently sought out by internal clients who value your pragmatic advice and enjoy working with you.
• Strategic Business Acumen: You will move beyond purely legal advice by developing a sophisticated understanding of our company's products, organization, and risk tolerance. Your counsel will be not just legally sound but commercially astute, helping the business navigate challenges and achieve its goals in a rapidly evolving tech landscape.
• Mentorship and Team Collaboration: As a key member of the team, you will contribute to a positive and inclusive environment. You will become a helpful mentor to more junior members of the Legal team and a respected advisor to colleagues across the business.

How You’ll Grow

• You are the company’s go-to expert, autonomously managing complex transactional and entity-related matters.
• You translate complex legal matters into clear, actionable advice that empowers confident business decisions.
• You are a trusted, pragmatic partner, proactively sought out by teams across the business to help them navigate challenges.

Things You’ll Do

• Draft and negotiate a range of supplier agreements, including inbound SaaS licenses, and technology and implementation partnership agreements, working closely with procurement and business owners from all departments.
• Primary responsibility for international expansion efforts, including maintenance of global corporate entities and related corporate governance matters, working closely with finance and tax teams.
• Own other general corporate matters, intercompany agreements, and strategic reorgs.
• Primary responsibility for real estate matters, working closely with the real estate team.
• Acting as a mentor to team paralegals.
• Identify and implement methods for improving and streamlining existing processes.

What We’re Looking For On Your Resume

• Juris Doctor (JD) degree.
• Licensed to practice in at least one U.S. state.
• 4-9 years of experience in a similar or relevant role at a top law firm or company.
• Significant transactional legal experience and/or corporate governance experience (prior public company / securities experience a plus).
• Excellent written and oral communication skills and attention to detail.
• Solution-oriented mindset able to work with cross-functional teams to ensure they are able to accomplish their objectives while still meeting standards.
• Ownership, ownership, ownership.

What You Should Know About This Team

Our Team’s Favorite Perks and Benefits

• Team cohesion is deeply important to us - we have frequent office events and regular team activities
• Qualtrics Experience Program - $1,800 for an experience of your choosing (eligible after a year)
• We take pride in our office design aimed at fostering creativity, in an open and collaborative workspace
• 30 paid days off - 15 Vacation Days + 5 Personal Days + 10 Holiday Closures (additional after a year)
• On top of standard benefits package (medical employees and their families, dental, vision, life insurance, etc), we provide free lunches every work day, snacks, and drinks

Breeze is hiring- join us!

A Staff Accountant at Breeze Airways will prepare and maintain financial records to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial activities. 

Here's what you'll do

• Assist in the daily activities and month-end close process 
• Key member of the month-end close team – prepare journal entries, perform account reconciliations, and perform flux analysis
• Work closely with the accounting team to drive process improvement
• Assist in the preparation and planning for the annual financial statement audit
• Development of policies and processes that will scale with company growth
• Work collaboratively across teams, providing actionable insights to help drive optimal business decisions
• Complete ad-hoc tasks and project work as needed
• 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'll need to be successful

Minimum Qualifications

• 4-year degree with a concentration in Accounting 
• 0-3 years of overall accounting experience
• Proficiency in Microsoft Excel
• An energetic and positive attitude with a hands-on mentality
• Ability to understand and articulate data and financial results
• Strong attention to detail, organization, and time management skills
• Complete projects on time with minimal supervision, ability to work varied hours when necessary to meet deadlines 

Preferred Qualifications

• Exposure to fixed assets and inventory accounting  
• Experience in ERP’s like Oracle, SAP, or Microsoft Dynamics 

Skills/Talents

• Exemplifies Breeze’s safety culture, values, and mission 
• Excellent oral and written communication skills
• Excellent problem-solving skills
• 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!

Customer Support Specialist - Tier 1

Canopy, Utah

About Us

Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. 

Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. 

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

The Opportunity

As a member of the Customer Support team, you will provide top-tier service and support primarily to users of our software via email, in-app chat, and phone channels. 

Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest desire to learn and progress, you will build upon this reputation. This is not a role in which you simply answer phones and read from a script. You will think critically to help to create new pathways for our customers, outline solutions, and form the foundation of a rapidly-growing company and team.

What You'll Do 

• Anticipate and resolve customer issues in a professional and timely manner
• Provide superior customer service and remote troubleshooting assistance
• Take ownership of customer issues and advocate for their needs, adjusting urgency and escalation based on customer context and issue severity
• Develop sound understanding of Canopy’s current and upcoming features
• Identify opportunities to answer questions, even before they are asked
• Explain step-by-step instructions and assist users in navigation through software
• Drive value to customers by informing them of new resources and products that will make an impact on their businesses 
• Maintain a positive and patient attitude with all customers
• Coordinate within the organization for technical and account level issues
• Help improve and perfect processes across the support organization

What we’re Looking For

• A self-starter with desire to take ownership of the role and above responsibilities
• Tech-savvy with the ability to learn software and new tools quickly
• Organizational skills, creativity, and a solution-oriented focus
• Willingness to learn about tax resolution industry and IRS forms as they relate to the software and its functions
• Excellent written and verbal communication skills in the English language
• Ability to pivot with a growing company and accept new challenges
• Be able to type at 50 wpm or faster
• Excitement about implementing and utilizing AI in day to day work flows 

Essential Functions

• Work a consistent and reliable full-time schedule, including adherence to assigned shifts, breaks, and attendance expectations.
• Schedule: Typically 40 hours per week, Monday through Friday. In-office, MWF. Individual schedules may vary slightly based on team needs and role responsibilities. May require evening or weekend coverage depending on team rotation and seasonality.
• Ability to sit or stand at a desk for extended periods of time, while using a computer for extended periods.
• Ability to operate a computer throughout the day.
• Ability to communicate clearly and professionally in writing and verbally, with external customers and internal employees, via phone and computer systems (with or without reasonable accommodations).
• Ability to use sales tools such as Salesforce, Intercom, Google Suite, Slack.

• Maintain focus and professionalism in high-pressure situations.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Bonus Points If You Have:

• Experience in support ticketing systems
• Previous customer service and support experience
• 2-3 years experience in a call center environment
• Experience in the accounting & tax software space

Why You Want to Work Here:

🌴 Flexible Paid Time Off - that you’re actually encouraged to use plus 10 company holidays! 

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.

💰 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

🧠 Mental Health -  all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

👶 Paid New Parent Leave & Birthing Parent Leave - so you’re able to care for your little ones.

➕ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.

🌟 Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!

🥳 Company Events - including monthly company-wide meetings, summer parties, and more.

💡 DEIB Committee - to plan initiatives around continuing education, community  outreach, recruiting, onboarding, and more.

☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.

Our Values:

We approach our work every day with a few things in mind:

🔑 Own - we own this place! We focus on outcomes, holding ourselves & each other accountable.

🏆 Win - we win by delighting our customers with the very best products and services.

👍 Do Good - we work hard to be good people!

💡 Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

🚀 Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.

To learn more about us & our values, click here.

Interviewing @ Canopy:

We know application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit! 
• 20 minute phone call with the People Team
• 45-60 minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role specific overview of the process during your first phone call. 

Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end! 

Canopy is an equal opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.

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

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.

About your role

We are seeking an innovative, analytical Lifecycle Marketing leader to lead a high-performing team and support continued business growth. In this highly visible role, you will own the execution and evolution of critical product notification, nurture and engagement programs that are the lifeblood of the Rocket Lawyer business.  

This leader is the embodiment of a modern lifecycle marketing team's "flow state," demonstrating a signature combination of audience strategy, data management, technology, flawless execution, and continuous optimization.

You are comfortable navigating a matrixed organization,  actively collaborating across Marketing, Product, Engineering, Data, and Finance/BI functions informing strategies and campaigns, and utilizing all elements of customer behavioral data to optimize  program outcomes. 

You are a skilled people manager, focused in equal measure on execution and sharing your expertise and experience to further develop and mentor your talented team members. 

How you will make a difference day to day

• Lead the diverse, global team of lifecycle marketing specialists responsible for campaign and program delivery / optimization in email, push and SMS. Ensure appropriate resourcing and the development necessary for career growth and to meet evolving business needs.
• Design, build and optimize the notification, nurture and awareness programs to engage customers where they are and bring them back into the product experience
• Be the business owner for the data and critical technologies necessary for lifecycle marketing program delivery today and ensure future readiness: customer data, audience creation, behavioral events, dynamic content.  Stay up to date with the pace of change in the lifecycle marketing technologies, bringing relevant insights and requirements back to the business for continuous experimentation and innovation.
• Actively collaborate with Marketing, Product, Technology, Data Eng and BI team members to communicate lifecycle marketing requirements and launch/optimize programs aligned to established business launch cycles
• Leverage customer data and program insights to deeply understand audience behavior, interests and intentions to fuel shared audience creation for consistent messaging for omni channel program execution
• Participate in quarterly and annual planning, bringing insights to inform strategies and prioritization for necessary innovations of the technologies and data needed for program execution and business impact
• Deliver the weekly, monthly, quarterly reporting and insights into program performance. Actively and creatively addressing challenges in order to meet/exceed established targets

What you’ll need

• 10+ years of relevant lifecycle marketing experience within a high velocity, marketing driven online business: Consumer/ProSumer, PLG, SaaS preferred 
• Familiarity with Segment CDP and Iterable preferred
• Track record of driving measurable increases in program efficacy and process efficiency within high volume programs
• Track record of global team management and development  

Not sure if you meet all the qualifications? Apply anyway! We value diverse experiences and encourage you to bring your unique talents to our team!

Benefits & Perks

• Comprehensive health plans (including Medical, Dental and Vision insurance for full-time employees)
• Unlimited PTO
• Competitive salary packages
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates 

Interview Process

• Recruiter Phone Screen
• Role Assessment(s)
• Hiring Manager Interview
• Panel Interviews
• Final Interview

About your role

Have a passion for helping people through technology - especially AI? Come help Rocket Lawyer disrupt the legal industry and live up to our mission to make the law affordable and simple. You'll work at the forefront of agentic AI product development to build and launch cutting-edge products for millions of customers. Sounds exciting? We’d love for you to join us!

How you will make a difference day to day

Create Insight-to-Action Product Experiences

You must have a proven track record of translating complex data and AI-generated outputs into intuitive, actionable product capabilities and experiences. These products don’t just display data; they are surfacing insights and workflows that prompt users to take the next best action, directly increasing product stickiness and daily utility.

Drive Engagement-Centric Roadmap Strategy

Drive the product roadmap by identifying opportunities where AI can proactively solve user pain points. You will prioritize features based on their ability to drive retention-focused metrics (e.g., reducing time-to-value, increasing session frequency) rather than technical novelty.

Develop AI-Powered UX Benchmarking

Continuously monitor the SaaS landscape to identify emerging patterns in AI-driven engagement. You should have a pulse on how top-tier products use personalized insights, automated summaries, and proactive nudges to create habit-forming experiences that differentiate the product from traditional, static competitors.

Data Driven Product Development

Define and analyze the specific behavioral metrics that prove AI-generated insights are driving business impact. You will prioritize the Rocket Copilot roadmap by balancing "mature judgment" with hard data, focusing on features that don't just deliver data, but measurably increase user session frequency and reduce churn. You must be able to draw a straight line between an AI-driven product decision and its direct implication on recurring revenue and LTV.

Product-Led Growth Strategy

Lead the strategy and execution for Rocket Copilot by identifying "magic moments" where AI can proactively surface value to a user. You will use a mix of quantitative data and qualitative customer empathy to ensure our AI portfolio isn't just a collection of features, but a cohesive engine that guides users from their first "Aha!" moment to long-term, habitual usage. You will act as the "Voice of the Customer" to ensure AI outputs are tailored to solve the specific friction points uncovered in your research.

What you’ll need

• 8-10 years of software Product Development experience ideally with B2B or B2C SaaS products.
• At least 4 years focused on how to optimize AI-driven user engagement
• Ability to combine a strong product sense with business acumen to deliver positive outcomes to customers and the business
• Passionate about our mission
• Demonstrated ability to think critically and problem-solve
• Excellent communication skills
• Ownership mentality
• Ability to engage in respectful debate and arrive at “win-win” decisions
• Bias for action
• Excited to celebrate and win
• Self-aware with a growth mindset
• Bachelor’s degree in Computer Science, Engineering, Data Science, Business, or a related field, or relevant job experience.

A bonus if you have

• Experience building or launching products that leverage agentic AI systems
• Experience in legal tech industry

Not sure if you meet all the qualifications? Apply anyway! We value diverse experiences and encourage you to bring your unique talents to our team!

Benefits & Perks

• Comprehensive health plans (including Medical, Dental and Vision insurance for full-time employees)
• Unlimited PTO
• Competitive salary packages
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates 

Interview Process

• Recruiter Phone Screen
• Role Assessment(s)
• Hiring Manager Interview
• Panel Interviews
• Final Interview

About your role

The Senior Vice President of Product is the strategic and operational leader responsible for defining our product vision, accelerating market adoption, and delivering exceptional business performance. This role will help drive the transition of our trusted legacy platform to our next-generation AI experiences, ensuring a modern, intuitive UX for our entire ecosystem - from the SMBs and families Rocket Lawyer serves to the legal professionals who support them.

The ideal candidate possesses deep experience in PLG, and subscription-based / marketplace business models across both consumer and SMB markets. The candidate must have a proven ability to leverage customer insights to create compelling experiences that accelerate user acquisition, upsell, and long-term retention. This leader will be instrumental in bringing clarity, cohesion, and disciplined execution to a fast-moving, cross-functional organization.

How you will make a difference day to day

1. Strategic Vision & Execution

• Define, articulate, and relentlessly champion an ambitious, long-term product strategy.
• Leverage the Product Operating Model to deliver a product roadmap focused on innovative, AI-led experiences that drive value across the entire product lifecycle while simultaneously optimizing the current platform.
• Lead the harmonization of legacy platform features and new AI-driven products into a single, intuitive, customer experience.
• Build partner facing solutions that support new member acquisition.
• Cultivate an innovative product culture that skillfully balances speed, agility, and disciplined prioritization.

2. Growth & Business Performance

• Own the Product-Led Growth (PLG) experiences designed to engage, upsell, and retain all customer segments.
• Own product-driven revenue drivers, including activation, engagement, conversion and retention.
• Partner closely with Growth, Operations, and Finance on pricing, packaging, and go-to-market strategies to maximize new member growth, retention, and Customer Lifetime Value (LTV).
• Instill a culture of operational rigor for roadmap planning and delivery (focusing on speed, consistency, quality, and customer-informed decisions). Own scoping and resource planning.
• Oversee product migrations, transitions, and adoption strategies to minimize friction and maximize customer value realization.

3. Leadership & Customer Focus

• Build, mentor, and scale a high-performing Product organization, including Product Managers, Design, and Product Operations.
• Create strong alignment across Product, Engineering, Data, Growth, and Operations to ensure coordinated, high-velocity execution.
• Serve as a senior executive voice across the company, influencing strategy and effectively representing the product direction to internal and external stakeholders.
• Direct qualitative and quantitative UX research and customer surveys to ground all product experience decisions in a deep understanding of customer needs, barriers, and motivations.

What you’ll need

• 15+ years of progressive product management experience, including 8+ years in executive leadership roles, with at least 5 years leading product teams through large-scale transformation.
• Demonstrated success in driving strategy, adoption, and performance within high-growth, subscription-based businesses (Consumer and SMB).
• Proven track record of delivering measurable, material growth in customer acquisition, expansion, and retention.
• Extensive experience managing product portfolios that include both established, legacy systems and new platform innovations.
• Strong understanding of AI-enabled products, data-driven decision-making, and modern product development practices.
• Exceptional leadership, communication, and stakeholder-management abilities at the executive level.
• Deep business acumen with the ability to connect customer needs, product capabilities, and financial outcomes.

A plus if you have

• Experience in legal tech, fintech, SaaS, or other highly regulated or trust-driven industries.
• Experience building marketplace product experiences.
• Extensive background operating in a Product-Led Growth (PLG) environment.

What Success Looks Like

• Achieving a unified and cohesive product experience that accelerates customer value and simplifies migration from legacy to AI-powered experiences.
• Material growth in subscription acquisition, expansion, retention, and overall Customer Lifetime Value (LTV).
• A measurable lift in adoption and revenue contribution from new AI products and capabilities.
• High organizational alignment and execution velocity across Product, Engineering, GTM, and Operations.
• A thriving, empowered, and high-performance Product organization.

Not sure if you meet all the qualifications? Apply anyway! We value diverse experiences and encourage you to bring your unique talents to our team!

Benefits & Perks

• Comprehensive health plans (including Medical, Dental and Vision insurance for full-time employees)
• Unlimited PTO
• Competitive salary packages
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates 

Interview Process

• Recruiter Phone Screen
• Role Assessment(s)
• Hiring Manager Interview
• Panel Interviews
• Final Interview

About your role

Rocket Lawyer is seeking an experienced, passionate AI/ML software engineer for Rocket Copilot, our new AI assistant launched in December 2023. In this role, you will help our team deeply embed AI features across our platform. You will work in an agile, cross-functional team, working with multiple product teams as we build out AI features across Rocket Lawyer. You will design, implement, test, release and maintain new AI features, working closely with product managers, UX designers, data engineers, QA engineers, and others.

We value a fun, collaborative, team-oriented work environment, where we celebrate our accomplishments. 

How you will make a difference day to day

• Build, train, fine-tune, deploy and maintain ML models for AI features
• Create, monitor and troubleshoot backend API services to allow Rocket Lawyer product frontends to interact with ML models
• Work closely with multiple product teams and cross-functional teammates to quickly integrate AI into existing and new Rocket Lawyer products
• Keep up-to-date with industry trends around generative AI and machine learning
• Rapidly prototype product features to explore new AI capabilities, while writing clean, understandable code

What you’ll need

• 5+ years of Experience writing ML code for launched products
• Understanding of the state of the art in generative AI, including RAG, LoRA, RLHF and others
• Experience creating data sets from proprietary anonymized data, and using them to train and fine-tune ML models
• Experience with machine learning frameworks like TensorFlow, PyTorch and Scikit-Learn
• Strong programming skills in Python and SQL
• BS, MS, or PhD in Computer Science, Mathematics, Statistics, or other quantitative fields, or related work experience

Benefits & Perks

• Comprehensive health plans (including Medical, Dental and Vision insurance for full-time employees)
• Unlimited PTO
• Competitive salary packages
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Fertility Assistance and Planning options
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates 

Interview Process:

• Recruiter Phone Screen
• Role Assessment(s)
• Hiring Manager Interview
• Panel Interviews
• Final Interview

Grow With Us

We’re looking for a creative, social-first Content Marketing Manager to lead our content strategy across YouTube and Instagram. This person will be responsible for growing our audience of restaurant owners and operators by writing and executing on scripts that educate, entertain, and build a loyal following.
You don’t need to be a video editor (we have a team for that), but having an eye for edits, pacing, and trends is a plus. What matters most is a deep sense of what makes content go viral, what restaurant operators care about, and how to turn ideas into high-performing posts.

This role will also work directly with our Founder and CEO, ghostwriting scripts, shaping narratives, producing during filming sessions, and capturing customer case studies that bring our product impact to life.

This is a full-time, office-based role requiring presence 5 days a week to foster close collaboration with cross-functional teams — Monday, Tuesday, and Friday at the Menlo office, and Wednesday and Thursday at the San Francisco office.

We’re open to applicants nationwide — especially ambitious, early-career marketers eager to relocate to Silicon Valley and immerse themselves in a fast-paced startup environment.

Day in the Life

• Own our YouTube Shorts and Instagram content strategy, from ideation to publishing
• Research, script, and storyboard short-form videos that resonate with restaurant owners and operators
• Ghostwrite scripts and prep content for our CEO Desmond Lim, working closely with him to bring ideas to life on camera
• Act as producer during filming — coordinating shoots, guiding delivery, and ensuring content quality
• Film case studies with customers, turning their experiences into powerful storytelling content
• Monitor industry trends, social conversations, and competitor content to spot opportunities for growth
• Lead and coordinate designers, editors, and leadership to bring stories to life
• Analyze content performance, iterate on what works, and double down on proven formats
• Experiment with hooks, captions, and thumbnails to maximize reach and retention
• Build a playbook of repeatable content formats that can scale into a full content engine

Who You Are

• Experience in social media or content marketing, ideally with YouTube Shorts, Instagram Reels, or TikTok
• A strong sense of storytelling and understanding of viral hooks, pacing, and retention strategies
• Proven track record of growing a social audience and driving engagement
• Experience ghostwriting or producing content for executives, thought leaders, or influencers
• Comfort with data, able to look at YT/IG data and translate analytics into actionable insights
• Passion for restaurants, hospitality, or small business entrepreneurship (bonus if you’ve worked in or around restaurants)
• Video editing skills (nice to have, but not required)
• Strong work ethic and willingness to be based in our Bay Area offices 5 days per week
• Please include content samples and/or a link to your portfolio

Why Join Us

• Work directly with our CEO to create engaging, industry-shaping content
• Capture real customer stories and case studies that showcase how restaurants thrive with us
• Be at the forefront of building a restaurant-first brand on social media
• Help shape the voice and community for thousands of restaurant owners
• Join a team that values creativity, speed, and bold ideas
• Nationwide applicants welcome — if you’re looking to break into Silicon Valley, this is an incredible opportunity to relocate, grow, and accelerate your career

What We Offer

• A mission-driven and value-based company dedicated to empower deskless workers and local businesses
• An early employee opportunity at a Series B hyper-growth startup; work with the founding team and industry veterans to accelerate your career
• Competitive salary and equity
• Comprehensive health coverage: medical, dental, and vision. We pay 95% of your premiums for our employees and 85% for dependents
• In office amenities and stocked kitchen
• 401K Plan 
• Pre-tax commuter benefits
• Learning/development stipend
• Flexible PTO

Salary Range

In compliance with the California Pay Transparency Law, the base salary range for this role is between $90,000 - $115,000 in San Francisco. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.

Grow with Us

Are you passionate about connecting businesses with game-changing technology? Do you thrive in a high-growth, fast-paced environment where you can lead by example while driving impactful results? We are looking for an Account Executive to spearhead our sales efforts, focusing on small and medium-sized businesses (SMBs). You will play a crucial role in Workstream’s sales strategy by booking partner meetings, prospecting new franchisee clients, conducting new franchisee sales presentations and demonstrations, negotiating new franchisee contracts, and closing new franchisee deals.

Work Environment

• Fully onsite, office-based role (5 days a week), designed to support close collaboration with the sales team and cross-functional partners. Being in the office enables faster decision-making, stronger team alignment, and real-time collaboration essential for building and scaling our sales motion.
• Fast-paced, collaborative sales floor environment
• Daily in-person interaction with Sales, Marketing, and Leadership teams

Day in the Life

• Account Development: Build and maintain strong relationships with prospects and customers, understanding their business needs to position our SaaS solutions effectively
• Pipeline Management: Drive the end-to-end sales process, from lead generation and qualification to negotiation and closing deals, ensuring an accurate and healthy pipeline
• Performance Tracking: Monitor sales KPIs and deliver regular performance updates, using data to drive decision-making and continuous improvement
• Market Insights: Stay informed about industry trends, competitor activities, and SMB market challenges to adapt strategies and position our offerings as the preferred choice
• Cross-Functional Collaboration: Work closely with Marketing, Product, and Customer Success teams to align on goals, share feedback, and deliver exceptional customer experiences
• Team Building: Assist in recruiting, training, and onboarding new sales team members to cultivate a high-performing sales culture

Who You Are

• 2+ years of SaaS sales experience, with a proven track record in SMB markets and sales
• Demonstrated ability to achieve and exceed targets
• Strong business acumen and understanding of SMB challenges and needs
• Excellent communication, negotiation, and presentation skills
• Data-driven mindset with proficiency in CRM tools (e.g., Salesforce, HubSpot) and sales analytics
• Self-starter with a growth mindset and the ability to thrive in a fast-paced, entrepreneurial environment
• Able and committed to working onsite in the office five days a week

What We Offer

• A mission-driven and value-based company dedicated to empower deskless workers and local businesses
• An early employee opportunity at a Series B hyper-growth startup; work with the founding team and industry veterans to accelerate your career
• Competitive salary and equity
• Comprehensive health coverage: medical, dental, and vision. We pay 95% of your premiums for our employees and 75% for dependents.
• In office amenities and stocked kitchen
• 401K Plan
• Pre-tax commuter benefits
• Learning/development stipend
• Flexible PTO

Salary Range

In compliance with the California Pay Transparency Law, the salary for this role is $100,000 to $150,000 OTE with a 50/50 base/commission in Utah. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.

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.