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.
Act as the primary point of contact for plan sponsors, providing superior customer service and ensuring timely issue resolution. Manage plan administration tasks including compliance reporting, annual testing, and coordination with IRS and Department of Labor regulations.
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 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 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 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 build, inspire, and guide a team of Partner Account Managers to achieve and exceed revenue goals within the Carolinas. Responsibilities include managing the end-to-end sales process, coaching team members, and driving a culture of accountability.
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 participant distributions from 401(k) accounts while ensuring accuracy and compliance with internal standards. Collaborate with teams to troubleshoot system issues, optimize workflows, and maintain reliable data for reporting.
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.
The Senior Employment Counsel will serve as the primary legal advisor to the People team, managing the full employment lifecycle and employment-related disputes. The role also involves providing proactive compliance guidance and expanding into adjacent legal areas such as privacy, ERISA, and commercial contracting.
Design and facilitate modern learning programs, including e-learning modules and workshops, to drive employee growth and a high-performance culture. Collaborate cross-functionally to manage talent development projects and provide administrative support for the Learning Management System.
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.
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.
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.
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.
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.
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 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.
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.
