The Senior Financial Analyst will develop robust financial models for revenue forecasting and provide actionable insights to support the GTM organization. This role involves collaborating with senior leadership to improve forecasting accuracy and preparing financial materials for Board of Directors and investor reporting.
You will drive planning and execution across design, product, and engineering teams to ensure precise financial operations and money movement. Additionally, you will manage project roadmaps, mitigate risks, and optimize processes to support the company's strategic goals.
The Senior Manager leads and develops a team of client relationship managers to drive retention, expansion, and client success. They serve as an escalation point for complex issues and collaborate across departments to ensure clients maximize value from the retirement platform.
Manage the full sales cycle from lead generation and product demonstration to contract negotiation and closing. Maintain accurate documentation of all sales activities within Salesforce and build a robust sales pipeline.
You will be responsible for building and maintaining data sets, models, and dashboards to identify process vulnerabilities and optimization opportunities. You will collaborate with business partners, engineers, and product managers to define key metrics and provide actionable insights to drive business performance.
You will lead a team responsible for the accurate execution of financial transactions while serving as an operational bridge between Customer Success and Product teams. Your role involves managing quality control, establishing KPIs, and driving process improvements to ensure operational efficiency and compliance.
Lead and coach a team of sales activation specialists to exceed monthly quotas and drive successful plan launches. Optimize conversion workflows and collaborate cross-functionally to improve operational efficiency and customer experience.
You will manage the onboarding and activation process for new clients setting up their 401(k) plans. This involves educating customers, meeting monthly activation targets, and collaborating cross-functionally to remove operational bottlenecks.
The Inside Partner Account Manager will identify and manage new partnership opportunities with CPA and accounting firms to drive lead volume. They will execute high-volume cold outreach campaigns and manage the full sales cycle within a modern SaaS environment.
The Financial Systems Manager will own and optimize the financial systems ecosystem, including NetSuite and integrated tools like Ramp and Coupa. They will lead system implementations, automate financial workflows, and partner cross-functionally to ensure data reliability and SOX compliance.
Manage the full sales cycle from demo to close while building and maintaining a robust pipeline. Document all sales activities in Salesforce and negotiate contracts with prospective small and medium-sized business customers.
Manage full-cycle sales deals from initial demonstration to final contract closure. Research and target prospective companies while maintaining accurate records of all sales activities in Salesforce.
You will be responsible for scaling solutions that provide retirement security to employees at small and medium-sized businesses. This involves driving innovation and solving complex problems to help close the retirement gap.
You will be responsible for managing partner accounts and scaling solutions to provide retirement benefits to small and medium-sized businesses. Your role involves driving innovation and solving complex problems to help close the retirement gap.
You will be responsible for managing partner accounts and scaling solutions to help small and medium-sized businesses provide retirement benefits. This role involves driving innovation and solving complex problems to help close the retirement gap for employees nationwide.
The Regional Director will lead, coach, and mentor a team of Partner Account Managers to achieve revenue goals within a specific geographic region. They are responsible for managing the end-to-end sales process, forecasting, and driving a culture of accountability.
The Regional Director will lead, coach, and mentor a team of Partner Account Managers to achieve revenue goals and drive growth. They are responsible for managing the end-to-end sales process and fostering a culture of accountability while traveling for field rides and industry events.
Manage the full sales cycle from product demonstration to closing deals with small and medium-sized businesses. Prospect, build a pipeline, and document all sales activities within Salesforce.
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 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.
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.
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.
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.
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.
