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Fintech • HR Tech • Social Impact • Software • Financial Services
Manage and reconcile 401(k) transactions, participant account data, securities trades, corporate actions, distributions, and cash and fund activity. Resolve complex recordkeeping errors and escalations, maintain accurate ledgers, document procedures, support Operations teams, and improve scalable workflows. The role requires 2–3 years of 401(k) operations experience, strong attention to detail, communication skills, and familiarity with Excel or SQL for data reconciliation.
Fintech • HR Tech • Social Impact • Software • Financial Services
Handle inbound customer inquiries via phone, chat, and email; diagnose and resolve issues in one contact when possible; document cases thoroughly; collaborate cross-functionally; manage follow-ups; meet performance standards and workforce schedule; provide empathetic, high-quality customer service in a fast-paced environment.
Fintech • HR Tech • Social Impact • Software • Financial Services
Provide on-site Tier 2/3 IT support, troubleshoot and resolve technical incidents, administer internal applications and identity systems, manage Mac devices and MDM/RMM tools, support conference rooms and printers, procure applications, document processes, and architect scalable IT solutions.
Fintech • HR Tech • Social Impact • Software • Financial Services
Leads managers and enterprise client relationships to drive retention, expansion, satisfaction, and successful adoption of a retirement savings platform. Responsibilities include coaching teams, monitoring KPIs, resolving escalations, collaborating cross-functionally, implementing account-management processes, developing client success plans, and improving operational systems. The role requires strong people leadership, analytical problem-solving, SaaS account management, client advocacy, and experience with CRM or customer success platforms.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage full-cycle sales from prospecting and product demonstrations through contract negotiation and close. Build and manage pipelines, research target companies, provide technical assistance, document sales activities in Salesforce, and use sales technology tools effectively. The role requires exceeding quotas, supporting small-business customers, handling objections, and maintaining resilient, accountable, solutions-oriented relationships.
Fintech • HR Tech • Social Impact • Software • Financial Services
Uses analytics to identify process vulnerabilities, optimize sales operations, and turn large datasets into actionable recommendations. Builds and maintains datasets, models, dashboards, and reports in Hex, Salesforce, and Google Sheets; improves Salesforce processes and flows; establishes metric tracking; collaborates with engineers, product managers, and business partners; and presents insights to drive operational and customer outcomes.
Fintech • HR Tech • Social Impact • Software • Financial Services
Leads a team processing financial transactions and money movements in a regulated retirement-services environment. Responsibilities include people management, quality control, SLA and KPI oversight, process improvement, SOP development, escalations, capacity planning, and cross-functional collaboration with Customer Success, Product, Engineering, and Compliance. The role emphasizes transaction accuracy, regulatory compliance, automation, operational scalability, and customer-focused execution.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage and coach an inside sales team responsible for partner acquisition, lead generation, pipeline development, and referral relationships. Optimize outreach messaging, sales sequences, funnel conversion, appointment show rates, forecasting, and follow-up processes. Collaborate with Revenue Operations and Partnerships to improve lead routing and operational performance. Use Salesforce, Outreach, Gong, and performance data to coach representatives, forecast results, enforce quotas, and develop scalable sales playbooks.
Fintech • HR Tech • Social Impact • Software • Financial Services
Build and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory firms serving SMBs. Develop strategic partner networks, generate leads, resolve partnership issues cross-functionally, and collaborate with marketing on events and demand-generation initiatives. Establish partner goals, performance metrics, and go-to-market strategies while managing sales activities in a quota-driven environment. The role requires field work three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Lead and scale customer support operations, overseeing senior support managers and high-volume call center teams. Develop support frameworks, KPIs, playbooks, staffing plans, and continuous improvement initiatives to increase resolution efficiency and customer satisfaction. Partner cross-functionally with Product, Sales, Onboarding, and Operations; implement support technologies; manage budgets and resources; oversee training, quality, workforce scheduling, escalations, and omnichannel support performance.
Fintech • HR Tech • Social Impact • Software • Financial Services
Build and grow referral partnerships with technology, HCM, benefits, accounting, and financial advisor partners serving SMBs. Develop strategic referral networks, generate partnership opportunities, resolve operational issues cross-functionally, and execute partner marketing initiatives. Establish partner goals, track pipeline and revenue metrics, and drive go-to-market and demand-generation strategies in a quota-driven sales environment.
Fintech • HR Tech • Social Impact • Software • Financial Services
Develop and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Build strategic referral networks, generate leads, resolve partnership issues cross-functionally, coordinate partner marketing initiatives, and establish goals, metrics, and go-to-market strategies. The role is quota-driven, relationship-focused, and requires field work three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Develop and expand referral relationships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Build strategic networks, generate partnership opportunities, resolve issues cross-functionally, collaborate on partner marketing initiatives, and establish performance goals and go-to-market strategies. The role requires quota-driven sales experience, strong communication, independent judgment, Salesforce familiarity, and field presence three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Generate and manage CPA and accountant partnerships through high-volume prospecting, cold outreach, nurture campaigns, partner training, and referral-account development. Maintain sales funnels and detailed Salesforce and Outreach records while meeting bookings, ACV, partnership, lead-volume, and meeting targets. Collaborate with marketing, leadership, product, and legal teams to scale partner demand generation and optimize messaging.
Fintech • HR Tech • Social Impact • Software • Financial Services
Develop and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Build strategic networks, generate leads, establish performance metrics, execute go-to-market initiatives, and resolve partnership issues cross-functionally with Sales, Product, Marketing, Legal, and Finance. The role is quota-driven, relationship-focused, and requires field work three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Own and optimize NetSuite and the broader finance technology stack, including integrations, workflows, controls, reporting, and automation. Partner with Accounting, FP&A, Procurement, Engineering, and Data teams to improve close processes, deliver system enhancements, manage requests, support SOX readiness, and scale finance systems. Lead implementations, UAT, documentation, change management, and AI-driven automation initiatives in a high-growth fintech environment.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage full-cycle sales from demonstrations through contract close, including prospecting, pipeline development, product demonstrations, negotiation, and sales activity documentation in Salesforce. The role requires exceeding quotas, supporting small-business customers, navigating high-velocity sales cycles, using sales technology, and communicating product value effectively.
Fintech • HR Tech • Social Impact • Software • Financial Services
Own full-cycle sales from prospecting and product demonstrations through negotiation and close. Build and manage pipelines, target small and medium-sized businesses, exceed sales quotas, document activities in Salesforce, and use sales technology effectively. The role requires strong communication, resilience, solution-oriented selling, comfort with high-velocity sales cycles, and the ability to learn and apply technology basics.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage and grow referral partnerships with technology, HCM, benefits, accounting, and financial advisor partners serving SMBs. Build strategic networks, generate leads, establish performance metrics, develop go-to-market strategies, resolve partnership issues, and collaborate with Sales, Product, Marketing, Legal, and Finance. The role is quota-driven, relationship-focused, and requires field presence three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage full-cycle sales from demonstrations through contract close. Research and prospect target companies, build pipelines, demonstrate the retirement platform, negotiate contracts, and document activities in Salesforce. The role requires exceeding quotas, managing high-velocity small-business sales cycles, handling objections, using sales technology, and communicating the product’s value effectively.



