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Owns expansion revenue across existing enterprise partnerships through cross-sell, upsell, new use cases, and broader business-line adoption. The role manages opportunities from discovery through negotiation and close, builds relationships with senior stakeholders, maintains pipeline forecasts, and partners with Customer Success and internal teams on account growth strategies. Ideal candidates have extensive enterprise sales or account management experience, particularly with complex financial institutions, wealth management firms, or Wirehouses.

Own the full enterprise sales cycle for new wealth management clients, from executive outreach and discovery through technical evaluation, compliance, procurement, contract execution, and onboarding. Build relationships with wirehouses, private banks, RIAs, and wealth platforms; develop account strategies, ROI-based proposals, forecasts, and pipeline. The role requires an established wealth management network, strong executive presence, complex B2B SaaS sales expertise, and the ability to close large, multiyear contracts.

Supports compliance operations through regulatory reviews, monitoring, testing, investigations, control-gap remediation, audits, reporting, policy updates, and customer due diligence. Manages vendor compliance intake, questionnaires, policy version control, training coordination, and AI governance documentation. Partners with Legal and Security while monitoring developments in financial services, tax, privacy, and regulatory requirements.

Guide clients through pre-sales solution design, technical demonstrations, onboarding, integrations, testing, launch, and post-launch optimization. Serve as the primary technical advisor for partner implementations, troubleshoot data flows and configurations, create technical documentation, and collaborate with Product and Engineering to influence roadmap priorities. The role requires strong REST API, webhook, JSON, SQL, data integration, communication, and consultative problem-solving skills.

The Staff Full Stack Engineer will lead engineering initiatives, design and build scalable systems, promote best practices, and collaborate with cross-functional teams to improve user experiences.

Lead full-cycle projects impacting millions and collaborate with product and UX teams to define requirements and execute development plans.

Lead full-cycle projects, design system architectures, build cloud-native microservices, and mentor teams while developing web applications.

The Tax Analyst will support tax product accuracy, expand e-file capabilities, and ensure compliance with tax regulations through data analysis.

Lead the SRE/DevOps team, ensuring the reliability and security of GCP-based platforms, managing IT functions, and collaborating with engineering and compliance for incident response and observability.

Lead a team to develop AI-driven products, manage engineering processes, analyze product data, and improve AI performance and outcomes.