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Professional Services • Consulting • Financial Services
Analyzes large business datasets using Python, SQL, machine learning, and NLP to classify companies by NAICS codes, identify market opportunities, and support lead generation. Develops automated classification processes, predictive models, data quality improvements, dashboards, and reports. Collaborates with sales, marketing, business development, and leadership teams to deliver actionable insights.
Professional Services • Consulting • Financial Services
Leads relationships with CPA firm partners, oversees audit-related service delivery, expands accounts, drives cross-sell and upsell revenue, supports business development, and coordinates U.S. and offshore teams. The role translates client needs into deliverables, ensures satisfaction and retention, manages revenue targets, and collaborates with product, technology, sales, marketing, and delivery teams.
Professional Services • Consulting • Financial Services
Chief of Staff serves as a trusted advisor and strategic partner to the CEO, driving enterprise priorities, executive alignment, accountability, governance, and organizational execution. The role coordinates leadership meetings, tracks strategic initiatives, develops board and executive materials, manages high-stakes projects, identifies growth opportunities, and surfaces organizational risks. It requires strong business, financial, strategic, communication, and judgment skills, along with experience supporting senior executives in consulting, investment banking, corporate strategy, or high-growth technology environments.
Professional Services • Consulting • Financial Services
Manage and optimize an enterprise Salesforce environment, including configuration, security, data integrity, automation, integrations, reports, dashboards, and sandbox lifecycle management. Provide user support, troubleshoot issues, administer sales technology applications, perform data imports and deduplication, gather business requirements, and deliver end-user training. The role supports go-to-market teams and drives Salesforce adoption while maintaining compliance and reliable data flows.
Professional Services • Consulting • Financial Services
Manage the end-to-end technology apprenticeship program, including workforce planning, recruiting coordination, onboarding, mentorship, project assignments, status tracking, presentations, documentation, reporting, and continuous improvement. Partner with technology leaders, recruiters, mentors, universities, and apprentices to ensure strong program outcomes, professional development, and business value. Organize semester-end showcases and provide leadership updates on program health, staffing, risks, and results.
Professional Services • Consulting • Financial Services
Leads the architecture, modernization, security, and lifecycle management of large-scale enterprise networks across LAN, WAN, wireless, data center, cloud, voice, and hybrid environments. Designs secure network standards, roadmaps, firewalls, connectivity, segmentation, automation, and Zero Trust solutions; provides senior technical leadership, supports complex implementations, documents architectures, partners with technical teams and service providers, mentors engineers, and coordinates maintenance activities.
Professional Services • Consulting • Financial Services
Develops enterprise AI and digital transformation sales opportunities through outbound prospecting, account research, lead qualification, discovery support, executive outreach, and pipeline development. The role positions AI, automation, managed services, and transformation consulting as strategic business solutions, supports senior sellers through the revenue cycle, and contributes to conferences and executive networking events.
Professional Services • Consulting • Financial Services
Supports R&D tax incentive consulting by analyzing client projects, financials, and documentation; conducting interviews and technical research; preparing reports; identifying eligible credits; and consulting with CPAs and executives. Coordinates with internal teams to ensure accurate analysis, deadlines, and client satisfaction. The role requires strong communication, analytical, organizational, and multitasking skills, along with 20–30% domestic travel and Houston-area residency or connection.
Professional Services • Consulting • Financial Services
Own and grow strategic partnerships, maintaining executive relationships, developing engagement plans, and launching new collaborations. Create partner events, programming, content, and thought leadership initiatives; coordinate with marketing, sales, and consulting teams to generate qualified business opportunities. Manage partnership strategy, budgets, pipelines, performance metrics, and leadership reporting while expanding relationships across innovation, science, investing, education, and social impact.
Professional Services • Consulting • Financial Services
Manages community relationships, partnerships, outreach initiatives, public and media relations, community events, volunteer programs, and corporate events. Represents the organization at civic and industry functions, coordinates media engagement, maintains partnership records, negotiates agreements, oversees event logistics, and creates newsletters, announcements, social media content, and community updates. Builds brand visibility and communicates organizational impact across local communities.
Professional Services • Consulting • Financial Services
Leads complex software, data, AI, cloud, and enterprise integration projects from planning through delivery. Coordinates distributed technical teams, manages roadmaps, schedules, resources, risks, dependencies, Agile ceremonies, estimates, releases, and architecture decisions. Partners with engineering, product, data, AI, infrastructure, security, and business stakeholders to deliver scalable, secure technology solutions. Requires strong software engineering and architecture experience, Azure expertise, technical communication skills, and onsite availability in Houston five days per week.
Professional Services • Consulting • Financial Services
Manage full-cycle technical recruiting for software engineering, technical program management, and related roles. Source and engage candidates, build talent pipelines, conduct initial interviews, coordinate hiring processes, negotiate offers, maintain ATS records, track recruiting metrics, support onboarding, and improve hiring efficiency and candidate experience. Partner closely with hiring managers and HR while ensuring compliant handling of sensitive information.
Professional Services • Consulting • Financial Services
Lead complex software and technology initiatives from planning through delivery. Manage scope, schedules, resources, dependencies, risks, roadmaps, Agile processes, and stakeholder communication. Provide technical leadership across cloud, data, AI, APIs, architecture, and enterprise integrations. Coordinate distributed engineering and product teams, guide solution decisions, and ensure scalable, secure, high-quality delivery of AI and data-focused products.
Professional Services • Consulting • Financial Services
Leads market intelligence research, quantitative and qualitative analysis, forecasting, regulatory monitoring, visualization, and executive-level report writing. Evaluates market trends, competition, economic indicators, and policy developments to produce actionable client insights. Establishes research methodologies and quality standards while mentoring Market Analyst Writers, reviewing deliverables, and managing research priorities. Requires onsite work in Houston five days per week and collaboration with distributed technology teams.
Professional Services • Consulting • Financial Services
Designs, develops, tests, deploys, and supports scalable enterprise software across web, native, and mobile platforms. Responsibilities include system architecture, cloud applications, APIs, integrations, data systems, security, performance optimization, technical documentation, Agile delivery, and production support. The role collaborates with distributed engineering and cross-functional teams, translates requirements into technical solutions, evaluates architectural tradeoffs, mentors engineers, and supports technologies including Salesforce, Azure DevOps, generative AI, and mobile frameworks.
Professional Services • Consulting • Financial Services
Supports IT initiatives by gathering requirements, documenting workflows, analyzing data, identifying business efficiencies, coordinating technical and business teams, testing processes, and building reports and dashboards. The role also includes maintaining database accuracy, assisting with solution migrations, developing training materials, and supporting end users. It requires strong analytical, communication, documentation, project coordination, and problem-solving skills, with preferred experience in Power BI, SQL, reporting, implementation, and training.
Professional Services • Consulting • Financial Services
Leads software product strategy from market and client analysis through requirements, UI concepts, roadmap development, Agile delivery, release planning, and product improvement. Translates business and customer needs into actionable requirements, user stories, acceptance criteria, and measurable outcomes. Collaborates with engineering, UX/UI, QA, clients, and executives across distributed U.S. and India teams while managing priorities, dependencies, tradeoffs, and stakeholder communications.
Professional Services • Consulting • Financial Services
Designs, develops, deploys, and supports scalable enterprise applications, cloud platforms, APIs, and AI-powered solutions. Responsibilities include software architecture, system integrations, data pipelines, generative AI implementation, performance and security optimization, technical documentation, and collaboration with distributed teams. The role also mentors engineers and contributes to Agile delivery. Candidates must have extensive software engineering experience, strong architecture skills, and be available onsite in Houston five days per week.
Professional Services • Consulting • Financial Services
Represents business clients in federal and state incentive examinations, mediations, and appellate reviews. Evaluates evidence, assesses case merits, researches legal issues, drafts memoranda and agency responses, analyzes business incentives, prepares clients and witnesses, and manages agency communications. Builds client relationships while collaborating with technical and industry experts. Requires an active law license, strong legal writing and communication skills, and willingness to travel 15–25% and reside in or relocate to Houston.
Professional Services • Consulting • Financial Services
Supports R&D tax incentive consulting by analyzing client projects, financials, and documentation; conducting interviews and technical research; preparing reports; identifying additional credits; and coordinating with CPAs, executives, accounting, quality control, and client relations teams. The role requires meeting deadlines, managing multiple tasks, maintaining confidentiality, and traveling 20–30% within the United States.



