Lead administration and improvement of the eMoney SQL database environment, with a focus on production availability, security, performance, and capacity. Oversee maintenance, monitoring, troubleshooting, backup and recovery, automation, and technical mentoring across the DBA team.
The VP of Growth Marketing leads strategic planning and execution of demand generation, marketing operations, and client retention initiatives to drive business growth. This role manages cross-functional teams, oversees budget allocation, and collaborates with sales leadership to optimize lead-to-revenue processes.
The Manager of Sales Enablement leads the team in equipping customer-facing staff with the necessary tools, content, and training to improve revenue performance. They partner cross-functionally to synchronize enablement initiatives with strategic priorities and manage the end-to-end lifecycle of sales collateral.
The Client Success Coach is responsible for enhancing user product knowledge and driving adoption of the eMoney platform through consultative onboarding and coaching. They will execute scalable learning initiatives, monitor advisor progress, and proactively engage users to ensure effective platform implementation and business growth.
The Client Support Specialist handles incoming customer inquiries and technical support requests via phone, chat, or email. They are responsible for resolving issues, documenting interactions, and escalating complex cases to tier two teams.
Lead the product strategy for foundational platform capabilities including data aggregation, APIs, and AI-native integrations. Partner with executive leadership to define the roadmap for AI agent connectivity while ensuring robust data governance and security.
The Director of Training defines and executes the learning strategy to drive product adoption, client satisfaction, and organizational effectiveness. This role leads a high-performing team to deliver scalable training programs while optimizing operational processes and leveraging technology-driven solutions.
The Enterprise Retention Marketing Manager develops and executes targeted strategies to drive enterprise client retention, engagement, and long-term value. This role manages communication initiatives, product releases, and cross-functional collaborations to ensure a stellar client experience.
Lead multiple software development teams, manage delivery of roadmap initiatives, and align product, architecture, and engineering strategies. Develop and retain talent, promote quality and continuous improvement, guide security and technology strategy, and contribute technically when needed.
The Senior Client Service Operations Specialist manages daily operational workflows, system administration, and reporting activities for the Client Service organization. This role also coordinates cross-functional projects, ensures data integrity, and provides guidance to team members on complex processes.
