Manage relationships with small to medium clients, drive SaaS adoption, ensure client satisfaction, and coordinate resources for issue resolution.

As a Senior Tax Planning Sales Engineer, lead technical validation and demonstrate the Wealth.com platform's capabilities for tax planning and automation. Engage with clients to improve workflows and represent market needs to the product team.

Design inclusive experiences, own the design system, collaborate across teams, mentor teammates, and advocate for accessibility in product design.

Seeking Applied Scientist to build scalable AI systems for estate planning, focusing on production-grade applications and document understanding using advanced AI models.

The QA Analyst is responsible for planning, executing, and monitoring various testing types, documenting findings, and collaborating with teams to ensure quality assurance processes are met.

The Product Manager will drive product development and strategy, focusing on user needs and competitive landscape, overseeing product launches, and collaborating across divisions to meet business goals.

Lead the product strategy for Ester, an AI product. Manage product development, collaborate with engineering, enhance user experience, and drive product launches while analyzing data to refine offerings.

Lead the Private Wealth team, interface with key clients, enhance software products, and drive market innovation in estate planning.

Lead full-cycle recruiting with aggressive outbound sourcing, build and optimize hiring processes and ATS workflows, partner with hiring managers, own recruiting metrics, and ensure a seamless candidate experience through offer to onboarding.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.

The Applied Scientist AI/ML Intern will work on building data pipelines, finetuning LLMs, and deploying AI models in a collaborative team environment.

The Private Wealth Counsel will create estate plan reports, develop estate planning software, provide legal expertise to teams, and assist in customer training utilizing proprietary technology.

The Director of Product Marketing drives customer understanding and adoption of the platform, embeds with product teams, and leads marketing strategies aimed at growth throughout the customer lifecycle.