You will own a rotating portfolio of 0-to-1 initiatives, building business cases and translating strategic ideas into real products. You will lead the end-to-end process from discovery and research to commercial structuring and go-to-market execution.
Manage the full sales cycle from lead generation and product demonstration to contract negotiation and closing. Document all sales activities in Salesforce and maintain a robust pipeline to meet sales goals.
Lead and mentor a team of Payroll Connection Specialists to drive efficiency and meet performance metrics. Identify operational blockers and partner cross-functionally to implement long-term solutions for payroll integrations.
You will design, build, and maintain foundational services and user experiences while collaborating with domain experts to ensure system reliability and scalability. Additionally, you will leverage AI agents and tooling to automate repetitive tasks and improve code quality across the development lifecycle.
The Compliance Administrator will perform compliance testing, prepare annual IRS forms, and consult on 401(k) plan designs. They will also collaborate cross-functionally with onboarding, support, and relationship management teams to ensure a high-quality customer experience.
The Associate Director of Advisor Sales will lead and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisor partnerships. They are responsible for managing the end-to-end sales process, forecasting, and executing distribution strategies to meet revenue goals.
You will manage the setup and launch of 401(k) plans for new clients while maintaining high engagement and meeting monthly activation targets. Additionally, you will collaborate cross-functionally to resolve operational blockers and improve the overall customer onboarding experience.
The Partner Support Specialist will act as a relationship manager providing end-to-end support to payroll and CPA partners. They will facilitate internal solutions, manage escalations, and proactively ensure a high-quality service experience.
You will drive advisor success by providing expert guidance on plan design and regulatory documentation while managing high-volume inquiries. Additionally, you will orchestrate complex problem resolution and collaborate with internal teams to implement scalable process improvements.
The Corporate Counsel will manage corporate governance, securities matters, and equity administration while supporting commercial contracting and strategic transactions. This role involves building legal playbooks and processes to help the company scale effectively.
The Senior Financial Analyst will develop financial reporting and forecasting processes while collaborating with leadership to provide actionable insights. They will also build financial models, track key performance indicators, and support cross-functional initiatives to improve operational efficiency.
You will lead a multi-team organization of Operations Managers to ensure accurate and compliant execution of financial money movement flows. The role involves translating organizational strategy into actionable plans while driving continuous improvement and cross-functional collaboration.
The Sales Strategy and Operations Director will design, scale, and optimize the operational engine for sales and partner channels. They will own the business systems strategy, data pipelines, and process design to ensure efficient revenue operations.
Design and maintain sophisticated financial models for GTM operating expenses and lead variance analysis to provide actionable insights for leadership. Serve as a strategic business partner to GTM leaders to manage budgets, headcount planning, and optimize sales and marketing efficiency.
Lead and develop a team of Salesforce administrators and developers to support GTM and CS&O organizations. Establish technical strategy and roadmaps while integrating AI capabilities like Agentforce to improve operational efficiency.
Act as the strategic FP&A lead for Product, Engineering, and Customer Support teams by building forward-looking models and interactive dashboards. Lead forecasting, budget-vs-actual analysis, and the execution of Monthly Business Reviews to optimize customer retention and operational efficiency.
The Head of Strategic Partnerships is responsible for sourcing and closing complex, multi-year agreements with payroll providers, brokers, and financial institutions to expand the company's growth ecosystem. This role involves shaping partnership strategy, leading commercial negotiations, and collaborating cross-functionally to operationalize partner-sourced demand.
Manage and optimize real-time staffing and service levels across Customer Success teams to ensure operational efficiency. Create workload forecasts, manage schedules, and develop performance dashboards to drive SLA attainment.
Own the end-to-end vision and strategy for a specific product area, leading a dedicated engineering team to deliver scalable retirement solutions. Utilize AI tools to prototype ideas, analyze data, and integrate intelligent automation into the customer experience.
Ensure all startup and conversion plans are in compliance by auditing benefit analyses and plan documents. Work with prospective clients and internal sales teams to align plan design features with product capabilities.
The Account Executive will architect and scale solutions to provide retirement benefits to small and medium-sized businesses. The role focuses on driving innovation and growth to close the retirement gap for employees nationwide.
Build and own the infrastructure for reliable, well-governed data powering products and business metrics. Lead the evolution of the data platform toward an AI-first architecture and manage the full data stack from ingestion to delivery.
Lead the Shared Services platform team to deliver reusable capabilities like AI services, authentication, and shared libraries. Partner with cross-functional teams to set the technical vision, drive AI adoption, and ensure high reliability and developer experience.
Manage full-cycle sales deals from demonstration to closing, including researching and targeting prospective customers. Build and maintain a sales pipeline while documenting all activities within Salesforce.
Support the setup and launch of new client 401(k) plans while managing the sales activation process to ensure high volume and customer satisfaction. Collaborate cross-functionally to resolve escalations and identify process improvements to scale onboarding velocity.
Manage full-cycle sales deals from demonstration to close, including prospecting and pipeline management. Demonstrate the platform to prospective customers and negotiate contracts while documenting all activities in Salesforce.
Oversee the accuracy and integrity of monthly, quarterly, and annual financial closes while managing key accounting functions like accrued expenses and sales commissions. Lead AI automation projects to optimize workflows and collaborate cross-functionally to implement accounting standards and SOX controls.
Manage full-cycle sales deals from initial demo to final close while building and maintaining a robust sales pipeline. Document all sales activities in Salesforce and utilize various sales technology tools to achieve quota targets.
Manage the full sales cycle from demo to close while building and maintaining a robust pipeline. Document all sales activities in Salesforce and utilize various sales technology tools to achieve targets.
Lead the design, development, and maintenance of complex, custom solutions on the Salesforce platform to drive operational efficiency. Collaborate with cross-functional teams to build robust integrations and ensure the platform remains scalable and secure.
