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Manage and deepen client relationships for large institutional clients, ensuring accurate reporting, operational performance, and service delivery. Oversee client health and delivery metrics, mentor analysts, provide client training, resolve inquiries, drive product adoption, collaborate with sales, and relay client feedback to improve operations and product offerings.

The Marketing Director will develop and execute marketing strategies, drive demand generation, and enhance brand presence, collaborating across teams.

Guide loan applications through origination by analyzing bank statements, validating documentation to KYC/CIP standards, identifying missing information, coordinating with underwriters and internal teams, and maintaining high data accuracy and integrity throughout the lending lifecycle.

Manage and maintain acquisition media plan, forecasting, and measurement infrastructure across channels. Ensure consistent tagging, UTMs, and pixels; build acquisition reporting and forecasts; partner with Data & Analytics on attribution, incrementality testing, and CAC/LTV reporting; support go-to-market planning and cross-functional alignment to drive performance against CAC and growth targets.

Lead end-to-end development of full-stack AI features on a Ruby on Rails backend and React frontend. Build and optimize AI infrastructure for production LLM inference, implement RAG and AI agents, design and run experiments and A/B tests, improve tooling and processes for scale, collaborate with designers and leaders, and iterate quickly while maintaining high code quality and user experience.

The role involves handling a high volume of client communications regarding retirement and investment accounts, ensuring client satisfaction through service and problem-solving.

Execute contract administration and order processing, audit renewals for accuracy, handle inbound chat and calls, triage escalations, and partner with Sales, Customer Success, and Revenue Operations while using AI tools to flag issues and draft responses.

Own provider activation, caseload growth, retention, and engagement. Diagnose funnel friction, design and run experiments, build cohort tracking and messaging systems, and scale successful interventions to grow and retain providers.

Lead provider-facing marketing and community initiatives to recruit, engage, and retain pediatric therapists. Create campaigns, content, local programs, and online/offline community experiences while collaborating across marketing, operations, product, and design.

Build and maintain mobile and web features using React Native, React and JVM backends. Collaborate with designers and product to deliver secure, high-availability, performant experiences, debug and optimize apps, write clean testable code, and ship end-to-end integrations (e.g., Workday).

Design and build AI-centric full‑stack TypeScript web applications (SPAs and APIs). Collaborate on product and architecture, own technical decisions, mentor peers, perform code reviews, and manage project priorities and deliverables.