Associate - Wealth Management - Position Available June 2026
Aspiriant LLC 4.3
Aspiriant LLC job in Milwaukee, WI
This job is available in June of 2026
The Associate assists a team of Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections. The Associate is expected to have direct client contact as well as provide ongoing project support to the firm's Wealth Management group and directly participate in Business Development efforts.
We are Aspiriant , a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative work environment - Together, We Achieve More
Environment supportive to learning and growing your career
Continuing education assistance program
401(k) with company match
Bonus program
Company contribution up to 95% for health insurance
Hybrid work arrangement
How you will contribute:
Help gather financial information and prepare net worth, cash flow, investment planning and investment policy statements, and other tools for use in wealth planning engagements
Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and email messages
Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner with prior consultation with a Wealth Management Manager or Director
Proactively recognize client issues, propose solutions and add insight to analysis
Participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions
Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively
Work individually and alongside the team, to develop new business opportunities and cultivate new client relationships
Recommend appropriate trades for monthly rebalancing of client portfolios, and other needs, as required
Other duties as assigned
Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to “a cocker spaniel”. We like the comparison. Our relationships with clients are professional first and foremost. They're also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Knowledge:
Strong understanding of personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation
Proficiency in Microsoft Suite (Excel, Word, Outlook) required. PowerPoint helpful.
Proficiency in Advisor View and iRebal, and other investment management and/or financial planning applications such as eMoney and Naviplan helpful. Salesforce is used for Customer Relationship Management
Familiarity with managing investments, including concepts of portfolio design and diversification
Working knowledge of mutual funds, including research techniques and selection criteria
Skills:
OUTSTANDING communication skills - both written and verbal
MUST be a self-starting person who takes responsibility for his/her work and sees projects through to successful conclusion while maintaining a high level of communication with team members
Abilities:
EXTREMELY detail oriented - must have proven ability to juggle multiple priorities
Impeccable ability to maintain confidentiality
A team player who will thrive in a fast-paced environment
Ability to effectively report to Managers and Directors on a large variety of tasks and manage priorities amid an occasionally heavy volume of work
Desire to cultivate new client relationships
Excellent personal and professional references
Experience and Education:
We will consider any combination of experience and education which provides the necessary knowledge, skills and abilities to perform the job. A typical way to acquire the requirements would be:
Bachelor's degree required
Interest in pursuing CFP designation required
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
*****************
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
$58k-103k yearly est. Auto-Apply 60d+ ago
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Associate - Fund Administration
Aspiriant LLC 4.3
Aspiriant LLC job in Milwaukee, WI
The Aspiriant affiliated funds (“Aspiriant Funds”) consists of registered mutual and interval funds. As a member of the Investment Strategy & Research team, the Associate - Fund Administration is responsible for coordinating the operations of the Aspiriant Funds, including but not limited to compliance monitoring, preparing and/or reviewing valuations, financial statements and expense payments, aiding in the audit process and board reporting, replying to client requests and contributing to client communications, overseeing the process of adding new investors and redeeming existing investors. The Associate - Fund Administration will have a limited amount of direct client contact.
We are Aspiriant
, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Collaborative work environment -
Together, We Achieve More
Environment supportive of learning and growing your career
Continuing education assistance program
401(k) with company match
Bonus program
Company contribution up to 95% for health insurance
Hybrid work arrangement
How you will contribute:
Track cash flows to sub-advisors using Global Custody system. Provide cash projection reports to the portfolio management team to manage investment allocations in our funds.
Coordinate information flows to the mutual funds' and interval funds' administrator, including trades, expenses, cash flows, tax information for the preparation of tax provisions.
Review tasks performed by the mutual funds' and interval funds' administrator, including but not limited to, daily and quarterly reporting packages, financial statements, compliance reporting, SEC filings, check/wire requests and subscription and redemption reports.
Coordinate with the Funds' legal counsel, initiating updates of the funds' regulatory filings.
Prepare materials and organize reports provided by vendors into a quarterly Board Book for the mutual fund trustees. Present operational reports to the mutual fund board of trustees. Prepare reports for the interval fund trustees.
Analyze data to establish benchmarks for valuations.
Prepare fair value calculations based on set benchmarks.
Explain manager under- and over-performance using attribution analysis.
Coordinate manager data from multiple sources for analysis and monitoring which are used in fact sheets, board materials, and other marketing materials.
Collaborate with your team and vendors to resolve daily mutual fund and quarterly interval fund issues, such as pricing and compliance exceptions.
Develop solutions to identify issues as well as proposing new ways of working efficiently and effectively.
Prepare and review subscription agreements for new investments in the mutual fund and interval funds. Work with our investment operations team to place trades in our funds.
Assist the Chief Investment Officer and Director of Fund Administration in creation and refinement of various policies and procedures.
Other duties as assigned.
Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They're also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Knowledge:
Proficiency in Word, Excel, and PowerPoint.
Skills:
Excellent communication and organizational skills.
Strategic thinker.
A self-starter who takes responsibility for his/her work.
A team player who will mentor and coach others as well as thrive in a small company environment.
Abilities:
Must be detail oriented with a high degree of accuracy.
Impeccable ability to maintain confidentiality.
Ability to set priorities among a variety of tasks and an occasionally heavy volume of work.
Experience and Education:
We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:
Bachelor's degree in business, accounting, finance, economics, or related field required. CPA, CFA, and/or JD encouraged.
Two to three years of experience working in investment management and/or financial advisory services is required.
Experience preparing financial statements and knowledge of generally accepted accounting principles is preferred.
Experience working with regulated investment companies is preferred.
Experience working with 1940 Act registered funds, private equity and/or private real estate fund of funds is preferred.
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to
diversity, inclusion and belonging
.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
*****************
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
$22k-32k yearly est. Auto-Apply 53d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Pasadena, CA job
Client Service Director - Water/Wastewater Job Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work‑life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
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$160k-235k yearly 1d ago
Remote Business Solutions & Sales Recruiting Lead - SF
Roth Staffing 4.1
Remote or San Francisco, CA job
A leading staffing firm is seeking a Business Solutions Manager in San Francisco, California. This role focuses on driving business development and recruitment for legal workforce solutions. Candidates should have strong B2B sales experience and a passion for creating remarkable client experiences. The position offers flexibility to work fully remote with competitive salary ranging from $60,000 to $90,000 plus bonuses.
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Locations : Chicago | Dallas Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As an Analyst - BCG Vantage within BCG's Transactions & Integrations (T&I) practice, you will work in a growing global team, delivering value to clients via individual expertise and/or institutionalized knowledge assets (products, tools, data, workshops, frameworks, surveys, domain-specific data and related expertise, etc.) on Partnerships such as Joint Ventures & Alliances as well as M&A, business integrations and separations. Additionally, you will support your topic in developing existing & new intellectual property and knowledge assets. You will work on commercialization efforts for the topic/sector, with business leaders, supporting marketing efforts, conferences and publications. As an Analyst - BCG Vantage you will assist with on-boarding, training and guiding junior colleagues and share best practices within the team. The Transactions & Integrations business is one of BCG's largest topics and fastest growing practices. With more than 300 M&A, transactions, JV&A, carve-out and post-merger integration professionals worldwide, we help both corporate and private equity clients execute deals efficiently and, more important, maximize value creation. Over the past ten years, we have supported more than 7,000 transactions with a value of more than $5 trillion. Our practice supports businesses with end-to-end transaction processes, including strategic decision making in mergers and acquisitions, preparing, and executing divestitures and joint ventures, supporting IPOs and spinoffs, and creating winning strategies for post-merger integration and carve outs. We support our clients to create value from transactions, from beginning to the end. T&I interfaces closely with industry and other functional practices and has an important mandate with respect to content development, go-to-market, team building, and marketing. YOU'RE GOOD AT * Solving complex client problems through relevant analytical approaches and customized solutions in your area of expertise (esp. Joint Ventures & Alliances, M&A, Integrations/PMI, Business Separations/Carve-outs, or similar topics) * Understanding of the buy-side and sell-side M&A and JV processes, including key steps, timelines, documents etc. * Applying Transaction and Corporate Finance expertise when contributing to projects, product/tool development and deployment, taking different client contexts into account * Working collaboratively and effectively in a group dynamic often virtual, proficient in agile ways of working * Communicating with senior stakeholders, being credible and proactive * Framing, structuring, and sharing intellectual property, with the ability to write clearly and concisely * Working creatively and analytically in a time-limited, problem-solving environment and derive insights and answers to client questions * Flexibility and bring a curious and creative mindset, open for new things and able to propose innovative ideas * Ability to navigate complexity and ambiguity * Interacting with internal and external stakeholders while working in a global collaborative team environment What You'll Bring * Bachelor's or master's degree relevant to Joint Ventures/ Alliances/ Partnerships, PMI and Carve-outs or broader M&A/Transactions * Minimum 1+ year consulting experience or 2+ years of relevant industry work experience in Joint Ventures & Alliances, Integrations/PMI, Separations/Carve-outs, Transactions/M&A, Corporate Finance, Deal Advisory, and/or similar topics required * Strong written and verbal communication skills to interact with internal and external stakeholder while working in a global collaborative team environment * Advanced knowledge and experience of working with Excel (business and financial modeling) and proficiency with financial and company databases are beneficial, experience with project management tools are beneficial * Fluency in English * Strong business acumen and problem-solving capabilities * Will not require employer sponsorship to work legally in the United States of America Who You'll Work With As an Analyst - BCG Vantage you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of BCG Vantage positions that allow us to pursue exciting, innovative BCG Vantage careers. Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) * Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) * Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights) * Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data. *** For US locations only *** In the US, we have a compensation transparency approach. Total compensation for this role includes base salary, annual discretionary performance bonus, retirement contribution, and a market leading benefits package described below. - The base salary for this role in Chicago is $ 85,400 . This is an estimated range, however, specific base salaries within the range depend on various factors such as experience and skill set. It is not common for new BCG employees to be hired at the high-end of the salary range. BCG regularly reviews its ranges to ensure market competitiveness. In addition to your base salary, your total compensation will include a bonus of up to 16% and a generous retirement contribution that starts at 5% and moves to 10% after 2 years. All of our plans provide best in class coverage: - Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children - Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs - Dental coverage, including up to $5,000 in orthodontia benefits - Vision insurance with coverage for both glasses and contact lenses annually - Reimbursement for gym memberships and other fitness activities - Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan - Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement - Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here (******************************************* for more information on E-Verify.
$85.4k yearly 1d ago
Strategic Legal Billing Specialist - Hybrid (SF)
Farella Braun + Martel LLP 3.9
Remote or San Francisco, CA job
A leading law firm in San Francisco is seeking a Billing Coordinator to support its monthly billing processes. Responsibilities include preparing client invoices, coordinating collections, and managing billing software. Candidates should have at least two years of billing experience, proficiency in accounting concepts, and excellent communication skills. The firm offers competitive salary and comprehensive benefits. Pay range is $75,000 to $90,000 depending on experience.
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Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As a Senior Analyst - BCG Vantage on our Client Focus path within BCG's Zero-Based Transformation (ZBT) topic, you will work in a growing global team, providing functional expertise and insights, working together with BCG case and proposal teams to deliver expert Zero-Based Transformation advisory to our clients. This will also include case delivery support and the creation of customized knowledge assets. You'll be deployed in client engagements with core consulting teams, actively engaging with clients to understand their needs, developing tailored solutions, and presenting insights and recommendations with clarity and confidence. In addition, you will support business development, go-to-market efforts and development of intellectual property & knowledge assets of the ZBT business, as opportunities arise, contributing to research and analysis & marketing efforts. ZBT is a fast-growing sub-unit within CFS that supports CEOs, CFO's and leaders to win the "next game"- and how to maximize value creation while doing it. ZBT provides the visibility needed to rigorously review and challenge ways of working and ultimately resetting the cost base in a way that guarantees the business is kept lean for a long-term. YOU'RE GOOD AT * Detailed cost baselining and spend analysis with strong understanding of cost categories at a granular level * Analysing large datasets of client financial and non-financial data utilizing advanced data analysis techniques to generate high value insights * Understanding and optimizing Chart of Accounts (CoA), general ledger systems and cost centers, providing insights to support cost management * Conducting internal and external benchmarking of costs to develop initial savings hypothesis * Identifying cost optimization levers to quantify savings potential and determining reinvestment opportunities * Conducting stakeholder interviews and facilitating challenger workshops with clients, supported with high quality analyses and your knowledge of optimization levers * Adapting the planning & budgeting process to sustainably incorporate the ZBT ways-of-working and savings ambitions * Defining governance policies for steering a ZBT program and implementing optimization initiatives * Monitoring savings realization and developing change management and communication for organization wide alignment * Working collaboratively and contributing effectively to team discussions; often leading discussions on alternative approaches and deliverables What You'll Bring * 3+ years of relevant work experience in cost restructuring required; candidates with consulting experience preferred * Minimum 2+ years of consulting experience strongly preferred, and 2-4+ years of industry experience in lieu of consulting experience * Master's degree in business administration, corporate finance, accounting, mathematics etc. with very good academic achievements and / or Qualified Chartered Accountant and / or ACCA and / or CMA, with a management consulting background * Outstanding analytical skills / comfortable working with large data sets to distill data driven insights * Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment * Knowledge of data analysis and visualization tools (e.g., Alteryx and Tableau) will be an added advantage * Fluency in English Who You'll Work With Core Consulting Teams * Staffed as topic champion along with core consulting teams in client engagements by bringing in core domain expertise * Own and drive successful completion of a module in client projects * Provide insight generation expertise during team discussions to frame and structure client issues * Provide problem solving and solutioning to drive improvements across client organization * Enhance client deliverables by conducting high-quality analyses and applying business judgement * Suggests alternative or additional analyses to expand original scope and provide new insight * Demonstrate good slide-writing and story-lining skills to generate client ready materials * Concise, synthesized and confident during discussions with project teams, running workshops with client teams and presenting analysis & findings to clients * Develop effective relationships with senior project leadership to build strong demand as a topic champion for repeat staffing * Demonstrating adaptability and resilience, quickly adjusting to changing priorities and maintaining composure under pressure * Support proposal development by guiding consulting teams on transformation approach, BCG capabilities, past case credentials and experts Topic Teams * Build and update new topic-related customized knowledge products * Control the consistency of knowledge management databases * Reviews knowledge products and ensures they are current and relevant and updates when appropriate * Writes abstracts and indexes for projects and practice documents * Assisting in Practice Area intellectual capital development projects (studies, articles and other publications Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) * Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) * Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights) * Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data. *** For US locations only *** In the US, we have a compensation transparency approach. Total compensation for this role includes base salary, annual discretionary performance bonus, retirement contribution, and a market leading benefits package described below. The base salary range for this role in Dallas is $124,800 - $129,000. This is an estimated range, however, specific base salaries within the range depend on various factors such as experience and skill set. It is not common for new BCG employees to be hired at the high-end of the salary range. BCG regularly reviews its ranges to ensure market competitiveness. In addition to your base salary, your total compensation will include a bonus of up to 24% and a generous retirement contribution that starts at 5% and moves to 10% after 2 years. All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here (******************************************* for more information on E-Verify.
$124.8k-129k yearly 1d ago
AI-Driven Customer Growth Manager
Two Dots Inc. 3.7
San Francisco, CA job
A financial technology company in San Francisco is seeking a Customer Success & Growth Manager to enhance AI-driven consumer underwriting solutions. The role involves building strong customer relationships, tracking account health, and guiding the customer journey from onboarding to renewal. Candidates should have 2+ years in high-performance environments with experience managing complex projects. Competitive compensation includes a salary of $150K - $200K plus equity and benefits.
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$150k-200k yearly 3d ago
Accounting Manager: AP & Audit Lead at SF HQ (On-site)
Envoy Inc. 4.4
San Francisco, CA job
A technology firm in San Francisco is seeking an Accounting Manager to manage its accounting operations. The role focuses on accounts payable, financial audit preparation, and team leadership. Ideal candidates will have a bachelor's degree in accounting, CPA certification, and over 7 years of experience, including supervisory roles. This opportunity includes significant day-to-day involvement and the chance to lead a dedicated team while ensuring compliance with accounting standards.
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$45k-63k yearly est. 3d ago
Hybrid FP&A Analyst - Strategic Corporate Finance
International Executive Service Corps 3.7
Remote or San Francisco, CA job
A non-profit organization is seeking a Corporate Senior Financial Analyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California.
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$71k-104k yearly est. 2d ago
Customer Success & Growth Manager
Two Dots Inc. 3.7
San Francisco, CA job
Join Two Dots to build a stronger financial system.
Every time someone applies for a mortgage, car loan, or apartment lease, they submit financial documents that humans use to build a financial profile about them. The quality of these financial profiles is a key input that regulates the body temperature of the economy.
Two Dots is building a better system to evaluate consumers consistently and fairly. We prevent fraud that humans can't see, and we surface value in atypical applications that would otherwise be discarded.
Please note that we require all full-time employees to work from our office in San Francisco, CA.
Role Overview
Two Dots is looking for a Customer Success & Growth Manager to drive the next phase of our AI-driven underwriting solutions. You will play a pivotal role in ensuring our customers realize the full value of our solution. The ideal candidate will be organized, ambitious, and a strategic thought partner as we continue to build technology to improve the consumer underwriting experience.
Key Responsibilities
Build and nurture strategic relationships with our largest customers - from day-to-day business users to executive stakeholders - to understand their goals, workflows, and definitions of success
Champion customer outcomes by tracking account health, leading quarterly business reviews, and creating success plans for our highest priority customers
Own the end-to-end customer journey including onboarding, adoption, expansion, and renewal, ensuring customers realize ongoing value from Two Dots at every stage
Proactively identify upsell opportunities, partnering with the Sales team to expand our footprint within customer portfolios
Serve as a front-line voice of the customer, gathering product feedback, surfacing high-impact needs, and working closely with Product and Engineering to shape our product roadmap
Who You Are
2+ years of experience at a top-tier consulting firm (McKinsey, Bain, BCG) or equivalent high-performance environment with structured problem-solving experience
Track record of managing complex, ambiguous projects that require synthesis of qualitative customer insights and quantitative business metrics
Thrives in an agile, fast-paced environment where products and processes change rapidly
Self-starter with bias for action
What you get in return
An opportunity to shape the future of AI-driven consumer underwriting and make a tangible industry impact
High agency role with opportunity to lead at a rapidly growing company in a massive market
Competitive salary, comprehensive equity package, and substantial benefits
Closing
Two Dots is an equal opportunity employer. We aim to build a workforce of individuals from different backgrounds, with different abilities, identities, and mindsets. Even if you do not meet all of the qualifications listed above, we encourage you to apply!
Compensation is variable and is subject to a candidate's personal qualifications and expectations. For this role, we offer the following base salary range, in addition to an equity package and full benefits: $150 - $200K per year.
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$150k-200k yearly 3d ago
Data Annotators
Teksystems 4.4
Austin, TX job
TEKsystems is seeking a Level 1 Data Annotators for a 12-month assignment, with the potential for extension based on performance. 12 month contract but likely extending based on performance. Pay rate? $21.58/hr + 15 days PTO (Accrued over 12 months) Hours? PST/EST hours depending on where you sit.
Remote but must sit in North America when working.
Job Description
TEKsystems Global Services is seeking meticulous and detail-oriented Data Annotators to support our AI and machine learning teams in developing and optimizing Artificial Intelligence solutions for diverse real-world problems. As a Data Annotator, you will play a crucial role in improving the performance and accuracy of our AI models by providing high-quality annotated data.
What You Will Be Doing:
Annotate large datasets with accurate labels that will be used to train and validate AI models.
Review data inputs and outputs to ensure consistency and quality of annotations.
Work closely with AI Engineers and Data Scientists to understand requirements and guidelines for data annotation.
Use annotation tools to mark up text, images, or other data according to specific guidelines.
Participate in the validation and quality assurance of annotated data to ensure it meets the required standards.
Assist in the development and refinement of annotation guidelines to improve data quality and annotation efficiency.
Provide feedback to improve the annotation tools and processes.
What We Need To See:
BA/BS degree; further education or certification in a relevant field is a plus.
Strong attention to detail and ability to work with large sets of data.
Relevant domain expertise.
Basic understanding of data annotation tools and processes.
Good communication skills and the ability to work effectively in a team.
Ability to follow complex instructions and adhere to specific data annotation guidelines.
Basic computer skills and familiarity with common software tools.
Ways To Stand Out From The Crowd:
Experience in data annotation or a related field.
Familiarity with AI and machine learning concepts.
Additional language skills, which are beneficial for multilingual data annotation projects.
Proven track record of handling confidential and sensitive information with integrity.
This role is ideal for individuals who are methodical, detail-oriented, and interested in contributing to the development of cutting-edge AI technologies. Join our team and help shape the future of AI applications across various industries.
Thank you,
$21.6 hourly 19h ago
Global CMC Regulatory Consultant, Small Molecule
Pharmatech Associates 3.6
San Francisco, CA job
A pharmaceutical consultancy is seeking a Regulatory Consultant/CMC in San Francisco, CA, to lead regulatory strategies for small molecule drug development. The ideal candidate will have a bachelor's degree in Chemistry and at least 10 years of experience in regulatory affairs. Key responsibilities include developing global regulatory strategies, managing submissions, and ensuring compliance with regulations. Excellent communication and collaborative skills are essential for success in this role.
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$45k-64k yearly est. 3d ago
Sponsorship Fulfillment Manager(Event Manager)
Us Tech Solutions 4.4
Glendale, CA job
Duration: 8 Months Contract
Additional Information
Role will Start Date: February 1. From Feb - April: 25 - 30 hours per week. Then the hours will increase between May - August: 40 hours per week. Assignment End Date: August 29. Will need to be onsite for meetings as required.
Description/Comment:
The Sponsorship Fulfillment Manager plays a key role in supporting the Sponsorship Sales Team in providing account management, operational support and white glove service to our sponsors and licensee who are the backbone of D23 - The Ultimate Fan Event. This position serves as a critical liaison between client, the sponsor/licensee teams and the show management team-ensuring clear communication, creative problem solving, accurate documentation, and on-time execution of all operational related milestones.
The ideal candidate is detail-oriented, thrives in a fast-paced environment, and a trade show expert. This role will help ensure the satisfaction and repeated participation of these key stakeholders. This role will directly support the Sponsorship Fulfillment Lead and Sponsorship Sales team, partnering closely with show management, and key event logistic teams.
Responsibilities:
Assigned to lead up to 25 accounts.
Responsible for populating and managing the Sponsor Portal with Coordinator support
Work on Sponsor newsletters and Know before you go document.
Develops sponsor information sheet with key dates
Handles reach out to all sponsors related to Media Bag gifts
Sets up 2-3 Freeman webinars with all sponsor contacts to review the Exhibitor Services kit including a Q and A
Relating to Account Management
Weekly update call with Sponsorship sales team
Weekly update call with Sponsorship fulfillment Lead
Set up initial call with each assigned sponsor to discuss timelines
Relay booth numbers to Sponsors with an introduction note
Review Exhibitor Kit with Freeman
Manage all logistics as it relates to assigned sponsors.
Collect High Level Experience Plan for Operations review
Attend booth review (1) and relay feedback to assigned sponsor
Collect Detailed Experience Plan
Collect all COI's and send them to legal for review
Collect Draft Electrical diagrams and pass along to teams
Collect Draft Internet diagrams and pass along to teams
Collect Final Electrical diagrams and pass along to teams
Collect Final Internet diagrams and pass along to teams
Work with assigned sponsors on lead retrieval strategy
Get information for credentials to input into registration tool
Review any in booth talent, activations or signings and all related logistics (ie crowd control, security)
Advise and source all items that need to be produced (and paid for by sponsors) relating to assigned account activations
Provide all related signage copy for all assigned sponsor activations.
POC to TUDFE event producers for collaboration, information and all physical event activations by assigned sponsors that take place during the event.
Main “execution” contact for assigned sponsors.
Event week - key contact for load-in/event days/load-out for assigned sponsors, EAC wrist banding execution, sponsor activation fulfillment.
Responsible for input into post-event feedback report
Basic Qualifications
5-7+ years of experience working in a sponsorship environment or trade show environment.
Proven experience managing multiple complex stakeholders.
Understanding of the Trade Show related workflows
Strong organizational and documentation skills.
Excellent written and verbal communication skills.
Ability to represent The Company to our key partners, sponsors, licensees.
Ability to work cross-functionally and manage multiple priorities in a high-pressure environment.
Familiarity with client brand standards, processes, and culture preferred.
Experience working with sponsors or licensees for The Company is a plus.
Required Education
BA/BS Degree or equivalent experience
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Mayur Jaiswal
Email: *****************************
Internal Id: 26-00653
$93k-137k yearly est. 4d ago
CSO Central (AL, AR, IL, IN, IA, KS, KY, LA, MI, MN, MS, MO, NE, ND, OH, OK, SD, TN, TX, WI)
Chief Outsiders 3.8
Houston, TX job
Is your love for leading a company based on the market dynamics coming into conflict with the realization that you are tired of working full time for one company? Would you love the idea of hands on working as part of the management team of 2 or 3 companies at once, supported by 125 other world class fractional executives? If you have held the position of VP of Sales or CSO at one or more Operating Companies for 10 or more years, but don't want to go back and do it again, you may be a fit for what we do. Chief Outsiders, *********************** is a national company that is growing very quickly and is looking to add CSOs in multiple US markets.
What We Do
Our focus is on helping midsize companies with the leadership they need for major initiatives in strategy, marketing, and sales management to drive top-line growth long after we are gone. We are specifically looking for qualified sales executives who would love the opportunity to work for two or three companies at once.
What We Look For
We want sales executives who can help a CEO or business owner understand where and how to grow and then apply the tools needed to take sales to the next level. If you have a minimum of 10 years' experience in multiple VP of Sales roles reporting to the CEO then please apply.
What It Takes To Succeed
Inquisitiveness, resilience, and knowledge. With no canned approach, we match our fractional executives to the client and they determine how to address the situation. To succeed, you must help the CEO and leadership team understand the real issues and develop and implement a plan that fits the company, opportunity, and competitive situation.
Compensation
This is not an “eat what you kill” environment, but we use a revenue share compensation model. You are paid a percentage of the billings for the projects that you work on. You get a bigger share of the revenue if you bring in the lead, but there are company funded programs to help you bring in leads. Most of our CMOs target taking home over $200,000 a year, with some making double that amount.
To Be Considered
To Be Considered, You Must Have Proven Success
Developing and executing sales strategies
Managing sales teams, both hunters and farmers of 10+ years
Coaching sales teams that consistently achieve goals
We seek CSO's from a variety of industries and business segments. Ideally, candidates have worked in several industries, both B2B and B2C, for large and small companies.
CSOs who love to use their sales leadership expertise to make big things happen, enjoy a variety of challenges, and quickly grasp how to find solutions.
People who love to learn from every assignment and others in the Chief Outsiders Tribe.
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$37k-44k yearly est. 5d ago
Analyst, Management-Jr.
International Executive Service Corps 3.7
San Diego, CA job
SEA 21, NAVSEA's Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's existing organization, personnel, knowledge, and processes.
SEA 21 integrates sustainment and maintenance strategies, modernization plans, training needs, and technical, logistics, and programmatic efforts to best manage the lifecycle of U.S. and partner Navy surface ships and systems from fleet introduction through transfer or disposal.
SEA 21 is the dedicated life cycle management organization for the Navy's in-service surface ships and is responsible for managing critical modernization, maintenance, training, and inactivation programs.
SEA 21 provides wholeness to the fleet by serving as the primary technical interface, ensuring surface ships are modernized with the latest technologies and remain mission relevant throughout each ship's service life. The organization also maintains inactive ships for future disposal, donation, or transfer, to include follow-on technical support to our partner navies.
Salary for this position is $24.76/Hr.-$27.93/Hr.
Duties include
Collect, review, and analyze information in order to make recommendations to the Government.
Define the nature and extent of problems.
Analyze relevant data, which may include annual revenues, employment, cost performance, schedule or expenditures.
Interview managers and employees while observing their operations.
Develop solutions to problems. In the course of preparing recommendations, understand the nature of the organization, the relationship it has with others in the Government, and its internal organization and culture.
Prepare and solve mathematical models.
Report findings and recommendations to the Government.
Reports are usually submitted in writing, but oral presentations regarding findings also are common.
For some projects, management analysts are retained to help implement the suggestions they have made.
Required Skills and Experiences
Minimum of 1 year professional experience related to labor category
Preferred Skills and Experiences
4 years professional experience related to labor category. Experience supporting a DoD component.
Degree Requirements
None
Preferred Degree Requirements
Bachelor's degree in any field
Must be a U.S. citizen
A secret security clearance.
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$24.8-27.9 hourly 5d ago
Senior Brand & Creative Manager - Remote
RSA Conference 4.7
Remote or San Francisco, CA job
A leading cybersecurity event company is seeking a creative leader to design impactful marketing materials for their conference and membership products. The ideal candidate will have over 8 years of experience in B2B and technology sectors, and a strong portfolio in both print and digital media. This remote position requires expertise in Adobe Creative Suite and Microsoft PowerPoint, along with strong storytelling and communication skills. Join a passionate team that values diversity and innovation.
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$118k-162k yearly est. 5d ago
District Manager
International Executive Service Corps 3.7
San Francisco, CA job
Shift: Monday- Friday, 4:00am - 1:00pm (Must be flexible with schedule) Role:
Provides day-to-day supervision of collection services and related operations of all or part of a subsidiary. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Essential Responsibilities:
Assures rates are applied accurately, directly or through subordinate supervisors. Continually audits and evaluates standards for collection activities. Applies apartment, commercial, and residential rates to ensure appropriate customer billing.
Adjusts routes to ensure that workload and weights are evenly distributed. Observes collection practices on the routes and enforces safety policies and procedures; conducts accident, injury, and workplace investigations.
Ensures all employees are properly trained and licensed (if applicable) to operate and/or maintain all equipment.
Assists with collection of delinquent accounts, as needed.
Ensures compliance with environmental regulations, employee safety standards, other applicable regulations, and corporate policies.
Ensures compliance with collective bargaining agreements. Deals with employee representative regarding questions or disputes. Identifies all potential rule infractions and implements corrective actions and/or processes to avoid future infractions.
Maintains and generates records of operations and submits reports as directed.
Investigates and resolves customer inquiries and complaints not resolved by subordinates. Adjusts rate and billing disputes as necessary.
Prepares or assists in preparing budgets and plans for equipment and staffing.
Assists General Manager in planning operations.
Represents the company in community activities, with public contacts, and Company activities.
Other duties as assigned.
Qualifications:
Possession of a high school diploma or GED.
Bachelor's degree preferred.
Related management experience in resource recovery and in supervisory capacity.
Principles of employee training, supervision, and evaluation.
Supervisory techniques, resource allocation, planning and budgeting.
Valid Class “B” Commercial Driver's License preferred upon hire or within six months of hire
Recology Offers:
An ecologically innovative company that finds and mentors people committed to protecting the environment and sustaining our communities.
The largest employee-owned resource recovery company in the industry with terrific benefits to help you prosper.
A creative and caring culture that values community, diversity, altruism, accountability, collaboration, and learning by doing.
An inspired company mission driven to use and return resources to their best and highest use through the practice of the 4R's: Reduce, Re-use, Recycle, and Recologize.
Distinct professional challenges to connect with, care for, and grow community that sees a world without waste.
Recology Benefits May Include:
Paid time off and paid holidays.
Health and wellness benefits including medical, dental, and vision.
Retirement plans (Employee Stock Ownership Plan, 401(k) with match).
Annual wellness incentives.
Employee Assistance Program (EAP).
Educational assistance.
Commuting benefits.
Employee referral program.
Supplemental Information:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job; and pursuant to applicable law, we will consider for employment qualified applicants with criminal records. It is important that you provide accurate information on the job application, inaccurate information may cause delays in the processing of your application and/or may disqualify you as a candidate.
Recology is an equal opportunity employer committed to supporting an inclusive work environment where employees are valued, heard, and provided development opportunities. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship, disability, protected veteran status, or any other basis that is prohibited by law.
This description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, effort, work conditions, and benefits associated with the job.
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$86k-132k yearly est. 3d ago
Billing Coordinator
Envoy Inc. 4.4
San Francisco, CA job
Envoy builds workspace management technology that makes it simple to run secure, compliant, and connected workplaces across every location. Over 16,000 workplaces and properties around the world rely on Envoy to create great experiences for employees and visitors while meeting safety, security, and compliance needs at scale. From corporate headquarters and labs to manufacturing sites, Envoy powers the places where people work best together.
Learn more at envoy.com
About the role
This is an individual contributor role and requires a hands‑on, detail‑minded, critical thinking approach to the quote to cash operations of the Company, and excellent communication skills to resolve questions about accounts receivable.
Onsite position that requires four days a week (Monday-Thursday) in our San Francisco HQ.
You will
Administer the quote to the cash cycle, including provisioning, invoicing, communications, and cash receipt deposits.
Become familiar with the intricacies of the ChargeBee Billing tool and Salesforce for better efficiency and accuracy.
Day‑to‑day includes billing account management, turning executed contracts into subscriptions, helping streamline invoice automation, resolving billing issues while maintaining a high level of customer service, and collaborating with various teams in the quote‑to‑cash process.
Be a responsive, collaborative partner with all departments across the company. Respond to questions from internal and external parties regarding customer/invoice/payment and orders in a professional and timely manner.
Assist with accurately processing orders, including but not limited to confirming contact and billing information, pricing and discount approvals, as well as the purchasing order terms and conditions.
Assist with filling out Vendor Forms.
Participate in developing and documenting controls and procedures surrounding our multiple process flows.
Build strong relationships across the organization with Sales, SalesOps, and Customer Success, Finance, etc.
Assist other teams in the cross‑functional department with ad hoc projects and initiatives.
Assist with account management procedures, such as responding to invoicing questions, helping with customer onboarding forms, and managing the licenses within customer accounts.
Maintain and follow department processes and procedures, and actively look for opportunities to implement improvements and efficiencies.
You have
3+ years of experience in quote to cash responsibilities or at a technology company in a similar role (SaaS experience preferred). Some experience with general accounting is a plus.
Work with minimal supervision and exercise sound judgment within the scope of authority.
Bachelor's degree in Accounting or related field.
Strong organizational and time‑management skills, with excellent attention to detail.
Customer billing and collections experience.
Proficiency in Microsoft Excel.
Experience with Chargebee strongly recommended.
Experience with Salesforce, Jira, and Intercom is a bonus.
Ability to prioritize daily tasks to meet deadlines through open communication and collaboration in a highly dynamic and fast‑paced environment.
You Are
An exceptional writer and spoken communicator.
Highly organized & autonomous.
Comfortable and energized operating in a fast‑moving organization.
Passionate about our product and working with enterprise‑sized businesses.
Entrepreneurial and self‑motivated.
Consultative with demonstrable experience.
Enthusiastic about learning and growing at Envoy.
Intellectually curious and ambitious.
You'll get
A high degree of trust in your ideas and execution.
An opportunity to partner and collaborate with other talented people.
An inclusive community where you feel welcomed and cared for as a person.
The ability to make an immediate impact in helping customers create a great workplace experience.
Support for your personal and professional growth.
If you have any questions related to compensation, please get in touch with Recruiting after you apply.
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By applying for this position, you acknowledge that you have fully read and understand the job requirements and received the Envoy Privacy Notice for applicants, which is linked here. Completing this application requires you to provide personal data, such as your name and contact information, which is mandatory for Envoy to process your application. Envoy is an EEO Employer and does not discriminate on the basis of any characteristic protected by local, state or federal law.
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$43k-61k yearly est. 3d ago
Remote 505(b)(2) NDA Regulatory Strategist
Pharmatech Associates 3.6
Remote or San Francisco, CA job
A leading regulatory consultancy seeks a highly experienced Regulatory Consultant to guide strategy and manage 505(b)(2) NDA submissions. The role requires at least 10 years of experience in regulatory affairs, specifically with FDA regulations and regulatory strategy development. This fully remote position is ideal for individuals with a strong background in global regulatory applications and excellent communication skills. Join a professional and inclusive team dedicated to ensuring successful product approvals for the pharmaceutical industry.
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Zippia gives an in-depth look into the details of Aspiriant, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Aspiriant. The employee data is based on information from people who have self-reported their past or current employments at Aspiriant. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Aspiriant. The data presented on this page does not represent the view of Aspiriant and its employees or that of Zippia.
Aspiriant may also be known as or be related to Aspiriant and Aspiriant, LLC.