Top Tech Jobs & Startup Jobs

Reviews transaction processing, shareholder services, and wealth management operations to maintain quality and reduce risk. Develops QA strategies, methodologies, test plans, documentation, and reports; executes testing and analyzes results. Monitors regulatory changes affecting wealth operations and systems, supports process improvements, and resolves straightforward quality assurance issues. The role requires financial services experience, FINRA Series 7 licensure, strong analytical and communication skills, and in-office work during training.

Originates, structures, and manages securities-based lines of credit for high-net-worth clients. Analyzes collateral eligibility, advance rates, concentration limits, and lending risks while coordinating applications through funding. Partners with financial advisors, product teams, and operations to deliver liquidity solutions, resolve issues, educate stakeholders, and maintain compliance with risk guidelines and service standards.

Performs independent quality assurance and quality control testing across mortgage servicing activities. Interprets investor and regulatory guidelines, identifies errors and risks, maintains QA/QC procedures, supports calibration and change control, and owns dashboards and reporting. Partners with leadership, Risk, Audit, and business lines on findings, remediation, training, and process improvements. Serves as a subject matter expert and escalation point while communicating regulatory findings clearly and professionally.

Provides mortgage guidance from application through funding, develops member and referral relationships, generates new lending business, structures loan solutions, reviews applications, and supports compliance. The role also coaches branch teams, partners with real estate and community professionals, resolves complex member concerns, and maintains expertise in mortgage products, underwriting, lending regulations, and local market trends.

Support regional B2B sales by generating net-new opportunities, conducting outreach and discovery, delivering demos and presentations, managing CRM pipeline hygiene, and coordinating with Account Executives and cross-functional teams. The role develops client relationships, supports proposals and deal handoffs, monitors sales metrics, and advances qualified prospects through the sales process. Regional travel and four days per week in the office are required.

Build AI-augmented BI dashboards, semantic layers, and AI-ready metadata. Use AI-assisted tools to accelerate SQL and dashboard development, productionize ML outputs into BI, enforce data quality and governance, and present insights to business stakeholders including C-suite.

Manage Tasker operations across assigned metropolitan areas, using supply and marketplace data to improve activation, booking conversion, quality, retention, and revenue. Coach Taskers, lead lifecycle and community programs, design experiments, communicate insights, validate product issues, and collaborate cross-functionally with Product, Support, Marketing, Legal, and Partnerships. The role requires English and Spanish fluency, strong data skills, and up to 10% travel.

Own and scale enterprise healthcare accounts, focusing on proactive pipeline generation, consultative sales, and closing large provider deals. Manage relationship mapping, diagnostics, pricing strategy, executive alignment, and market presence. Continue owning client relationships through pilot implementations and full rollouts, coordinating cross-functional teams and ensuring customer adoption. The role requires strong healthcare private equity, RCM or clinical operations knowledge and a relationship-driven, full-cycle sales approach.

Own the full-cycle sales process from prospecting and cold calling through software demonstrations, pipeline management, and closing. Identify new business opportunities, qualify prospects, understand customer needs, articulate product value, handle objections, create urgency, and maintain strong relationships. Collaborate with sales leadership and enablement on proposals and collateral while tracking KPIs using sales technology.

Own monthly close activities, including journal entries, reconciliations, schedules, expense analysis, and variance reviews. Review staff accountant work, mentor team members, lead accounting process improvements and system initiatives, and partner cross-functionally with FP&A, HR, IT, and Business Intelligence. Support audits, internal controls, SOX compliance, reporting, policy updates, and adoption of AI-assisted accounting tools.

Own the enrollment operating system and team, including funnel architecture, CRM and workflows, conversion analytics, dashboards, automation, partner handoffs, and continuous process improvement. Lead enrollment staff, optimize conversion rates, improve data and reporting, develop partner relationships, and collaborate with Marketing, Product, and Service to create efficient, empathetic caregiver enrollment experiences.

Own the company’s metric registry and canonical definitions, resolve conflicting metrics, enforce definitions in semantic and catalog systems, and retire redundant reporting assets. Build data quality checks, route failures to accountable owners, and evaluate AI agents against ground truth. Enable trustworthy self-service analytics through governed data. The role requires strong SQL, production ownership of a semantic or metrics layer, data catalog or lineage experience, clear documentation, and cross-functional decision-making.