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Fintech • Financial Services
Manage the day-to-day operations and client relationships for a wealth advisor serving high-net-worth clients. Handle client requests, account reviews, trading and cash checks, asset transfers, RMDs, Roth conversions, meeting preparation, CRM documentation, follow-up coordination, referrals, client events, budgets, and centers-of-influence relationships. The role requires an active Series 65 license, wealth management experience, familiarity with portfolio and CRM tools, and strong judgment and communication skills.
Top Skills:
Black DiamondCRMFarther AppHubspot
Artificial Intelligence • Cloud • Legal Tech • Professional Services • Software
Leads the investor relations function, including quarterly earnings, financial communications, analyst and shareholder engagement, investor targeting, disclosure governance, executive and board support, and market intelligence. Develops investor narratives and materials, monitors peer and market sentiment, tracks IR performance metrics, and uses AI and analytics to improve insights and workflows. Partners closely with executive leadership, finance, accounting, legal, and the disclosure committee.
Top Skills:
13F Ownership DataAi ToolsFinancial ModelingGaapNon-Gaap Reporting
Marketing Tech
Owns the SaaS product vision, enhancement backlog, requirements, user stories, prioritization, and roadmap execution. Partners with stakeholders, clients, product managers, designers, developers, and Scrum teams to translate business needs into technical solutions and maximize business value. Guides Agile delivery, manages trade-offs, maintains product knowledge, and ensures high-quality outcomes across software features and integrations.
Top Skills:
AgileETLJwtKafkaKanbanMessage QueuesMicroservicesMS OfficeOauthRestScrumSdlcSoapSQL
Beauty • Healthtech • Software • Telehealth
People Operations Manager supporting managers and employees across care delivery and business teams during rapid company growth. Owns HR systems, payroll, benefits, compliance, employee relations, performance processes, leveling, compensation infrastructure, audits, and multi-state policies. The role advises leaders, coaches managers, leads cross-functional people initiatives, supports employee experience, and builds scalable processes for a distributed workforce.
Top Skills:
AIHrisJustworksPeo Systems
Social Impact
Supports fundraising and development through grant writing, prospect research, annual giving strategy, donor and prospect data management, reporting, and workflow improvement. The role researches funding opportunities, prepares grant materials, maintains development systems, analyzes donor information, develops prospect profiles, and coordinates deadlines across teams. It requires strong writing, research, analytical, organizational, and communication skills, with discretion when handling sensitive information.
Top Skills:
CandidCharity NavigatorCrm SystemsDevelopment SystemsGoogle WorkspaceNotionWealth Screening Tools
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Real Estate
Own portfolio-wide revenue strategy and pricing for a multifamily residential portfolio. Analyze market and leasing data, forecast occupancy and rental revenue, configure and govern revenue-management systems, and recommend pricing, concessions, lease-term, and renewal actions. Lead revenue reviews, support budgets and business plans, ensure compliance with Fair Housing and antitrust requirements, train operating teams, and influence cross-functional stakeholders across Operations, Asset Management, Marketing, Finance, and Technology.
Top Skills:
Entrata Revenue IntelligenceExcelPower BIProperty Management Systems (Pms)Revenue Management Platforms
Cloud • Information Technology • Security • Software
Leads global HR operations, systems, compensation, benefits, policies, employee relations, compliance, and process improvement. Owns the HR operations roadmap, optimizes HR technology and processes, manages performance and compensation reviews, supports talent development, and advises executives on HR strategy. The role partners across Finance, IT, and HR to scale operations, ensure regulatory compliance, improve data and reporting, and maintain a strong company culture.
Top Skills:
AtsGdprHr AnalyticsHrisLms
Artificial Intelligence • Healthtech • Other • Productivity • Telehealth • Conversational AI • Generative AI
Support and improve VoIP and telephony systems powering AI-driven customer experiences. Diagnose SIP, RTP, PBX, routing, codec, registration, and audio issues using traces, packet captures, logs, and provider diagnostics. Collaborate with customers, PBX administrators, engineering teams, and telecom providers to resolve integrations and recommend configurations. Improve monitoring, observability, documentation, runbooks, and recurring issue resolution across the voice platform.
Top Skills:
3CxAsteriskBashCiscoCpaasFirewallsFreepbxGenesysNat TraversalPbxPythonRtpSbcsSdpSignalwireSipTcpdumpTwilioWireshark
Software • Big Data Analytics
Partner with sales teams to deliver technical presentations, customized demos, solution architectures, and proofs of concept for PhoenixAI’s Agentic Database. Guide prospects through evaluations, troubleshoot technical challenges, document outcomes, address objections, and support technical wins. Collaborate with product and engineering on customer insights, while contributing to webinars, conferences, user groups, and technical thought leadership.
Top Skills:
AWSAzureDistributed Data ProcessingGCPKafkaLakehouse AnalyticsLookerOlapRedpandaSQLTableauVectorized Query Engines
Software • Cybersecurity
Lead the technical direction and architecture for Windows and macOS client software and its cloud integrations. Own synchronization, local state, reliability, secure protocols, enterprise identity, encrypted search, performance, diagnostics, testing, and release standards. Drive multi-team initiatives, make organization-wide architectural decisions, mentor senior engineers, represent engineering with customers and executives, and remain hands-on with critical software development.
Top Skills:
Active DirectoryC++End-To-End EncryptionGomacOSOidcOktaPkiPythonRole-Based Access ControlSAMLScimSQLSqliteSsoSwiftWebauthnWindows
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