A leading technology firm in California seeks a Director of Treasury Systems and Automation to oversee payment systems and drive automation initiatives. The ideal candidate has 15+ years of treasury experience and strong leadership abilities. This role involves managing system upgrades, integrations, and ensuring accurate transactions. Competitive salary range from $232,000 to $356,500 with a comprehensive benefits package.
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$232k-356.5k yearly 4d ago
Head of Customer Success Operations
Envoy Inc. 4.4
Associate director job in San Francisco, CA
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
Envoy is seeking a strategic, data-driven, and hands‑on leader to serve as our Head of Customer Success Operations. Reporting to the VP of Customer Success, you will own the systems, processes, insights, and operational frameworks that enable predictable, scalable customer outcomes. This is a builder/operator role-ideal for someone who can set strategy, analyze deeply, execute quickly, and collaborate cross‑functionally in a high‑growth environment.
This is an onsite position that requires four days a week (Monday-Thursday) in our San Francisco HQ.
You will
Lead and develop the CS Operations team, partnering closely with Data, EPD, Finance, and GTM leadership.
Own CS operational strategy, including financial planning, renewals forecasting, retention/churn modeling, capacity planning, and quota design.
Establish operating rhythms, forecasting frameworks, and performance processes that drive predictable revenue outcomes.
Oversee program management for key CS initiatives such as NPS, tech stack governance, product launch readiness, cross‑functional strategic initiatives, research workstreams, and special projects.
Own all post‑sales data & insights management, including churn, expansions, pipegen, product usage analytics, renewal forecasting, team performance dashboards, executive reporting, QBRs, board materials, and monthly/bi‑weekly business reviews.
Lead org design & staffing strategy for the CS organization, including compensation plan design, quarterly SPIFFs, capacity modeling, headcount planning, and long‑term org structure.
Build a deep understanding of Customer Success metrics and convert insights into strategic recommendations.
Track leading indicators of customer health, adoption, and retention; deliver clear reporting to CS leadership.
Maintain data accuracy across Salesforce, Omni, Vitally, and related systems; build routines to ensure data integrity.
Translate business requirements into technical specifications for BI teams; communicate insights across technical and non‑technical audiences.
Oversee program management for key CS initiatives such as NPS, tech stack governance, product launch readiness, cross‑functional strategic initiatives, research workstreams, and special projects.
Design and optimize GTM processes to improve customer conversion, retention, and expansion.
You have
7+ years in Revenue Operations, GTM Operations, or Sales/Customer Operations within SaaS.
2-3 years of team leadership/management experience preferred.
Experience building and scaling operations in a fast‑paced startup environment
Comfortable operating in ambiguity and creating clarity out of complexity.
Strong analytical, strategic, and process design skills.
Excellent communication and stakeholder management abilities
Passion for solving problems and driving cross‑functional alignment.
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.
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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$89k-173k yearly est. 5d ago
Director, Order Management & Billing
Menlo Ventures
Associate director job in San Francisco, CA
About Anthropic
Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.
About the role
We are seeking an experienced leader to own and scale Anthropic's order management and billing function as we continue to grow rapidly. This critical role reports to the Head of Revenue Accounting and has full accountability for building and leading the billing operations organization from contract provisioning through invoice generation. You'll be instrumental in establishing scalable processes, systems, and teams that support our global operations while maintaining the highest standards of accuracy and customer experience.
Responsibilities
Own Global Billing Operations: Take full accountability for the customer billing lifecycle from contract provisioning through invoice generation, ensuring accuracy, timeliness, and scalability across all channels
Drive Operational Excellence: Establish unified SLAs and performance standards across the billing cycle while reducing manual interventions through systematic process improvements and automation
Build Systems & Automation: Lead billing system configurations, automate workflows, and integrate billing systems in collaboration with Engineering, Sales Operations, and Finance Systems teams
Partner with Deal Desk and GTM Teams: Provide strategic consultation on billing infrastructure capabilities and deal structuring to enable seamless contract-to-billing execution
Ensure Customer Experience Excellence: Serve as escalation point for billing inquiries and disputes, maintaining exceptional customer experience throughout the billing cycle
Own Renewal Process: Take full accountability for customer renewals, driving continuous improvement in renewal operations, customer experience, and process efficiency
Lead Pre-Launch Billing Testing: Work closely with Product organization to orchestrate comprehensive end-to-end testing of the entire billing process for all new products and pricing changes before launch, including testing transactions, invoice generation, and revenue recognition
Own OM & Billing related procedures in month-end close and financial audit: Play a critical role in close and audit processes, ensuring accuracy and completeness of upstream data flowing into financial systems and ERP
Establish Controls & Compliance: Implement compliance controls, segregation of duties (SOD), and audit-ready processes supporting enterprise-grade operations
Deliver Analytics & Insights: Develop KPI dashboards and billing metrics for data-driven decision-making
Build and Lead Team: Establish, scale, and develop the billing operations organization; define OKRs, clarify priorities, drive results, and develop team members through mentorship and coaching
You may be a good fit if you have
Bachelor's degree in Business, Finance, Accounting, or related field
15+ years of progressive billing operations experience in a combination of high-growth technology companies and public companies
5+ years of leadership experience scaling teams through periods of significant growth; demonstrated success in organizational design, effective hiring, setting team priorities and OKRs, coaching and developing talent, and driving performance
Demonstrated ability to own an entire function with full accountability for strategy, execution, and results in ambiguous, fast-paced environments
Hands‑on experience with modern billing systems (CRM, CPQ, billing platforms) and integration with ERP systems
Strong analytical mindset with proven track record driving process improvements, automation, and scalable operations to support significant revenue growth
Excellence in cross‑functional collaboration and stakeholder management across technical and business teams
Strong experience with revenue accounting principles (ASC 606) and ability to support month‑end close and audit processes
Data‑savvy with proven track record working with large datasets and ensuring data accuracy and completeness for financial reporting and ERP systems
Strong candidates may also have
Expert knowledge of consumption‑based and subscription billing models with experience in complex pricing structures
Experience serving both consumers and enterprise customers
Experience with third‑party marketplace sales channels
Understanding of AI industry business models and enterprise customer needs
The expected base compensation for this position is below. Our total compensation package for full‑time employees includes equity, benefits, and may include incentive compensation.
Annual Salary: $230,000 - $300,000 USD
Logistics
Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience.
Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.
Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.
We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team.
How we're different
We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large‑scale research efforts. And we value impact - advancing our long‑term goals of steerable, trustworthy AI - rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We are an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.
The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT‑3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Come work with us
Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process
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$230k-300k yearly 1d ago
Head of Enablement
Numeric 4.5
Associate director job in San Francisco, CA
About the Role
As our product velocity, GTM teams, and geographies keep expanding, we're looking to formally build out our enablement function to ensure our teams are set up for success.
As a first step, you will have the opportunity to go through our current onboarding curriculum yourself, take it apart, scrap what isn't working, and build upon it. After that, it's taking full ownership of our enablement strategy and programs, working with revenue operations, GTM leadership, solutions engineering, and product marketing.
Most critically, we expect you to reach a level of fluency on our buyer and product (similar depth to a sales rep), listen to/influence/up-level our GTM teams, and build out enablement programs that help our teams communicate what is special and unique about Numeric.
Core Responsibilities 1. GTM Enablement Strategy & Ownership
Own the end-to-end GTM enablement strategy across Sales, BDRs, and post-sales teams.
Translate company strategy, ICP evolution, and product roadmap into clear enablement priorities.
Define what “greatโรงจ” looks like at each stage of the funnel and ensure teams are equipped to execute it.
용 2. Sales & CS Onboarding
Design and run scalable onboarding programs (30-60-90 day plans) for AEs, BDRs, CSMs, and AMs.
Ensure new hires ramp quickly with strong command of:
Segmentation, ICP & buyer personas
Core use cases and value narratives
Sales process, qualification standards, and deal mechanics
Continuously improve onboarding based on ramp time, early performance, and feedback.
3. Playbooks, Talk Tracks, & Field Readiness
Build and maintain GTM playbooks covering:
Discovery frameworks
Qualification (e.g., MEDDPICC-like rigor, adapted to company motion)
Objection handling and competitive positioning
Deal progression
Partner with Product Marketing to turn launches into field-ready assets (talk tracks, demos, FAQ, competitive intel).
4. Continuous Enablement & Methodology Adoption
Own ongoing enablement programs: certifications, role-based training, deal reviews, and skill development.
Drive consistent adoption of sales methodology, process and tooling across the GTM org.
Enable managers with coaching frameworks and resources to reinforce behaviors in the field.
Sal River & Impact (with revops)
Define and track enablement success metrics, including:
Time to first deal / full ramp
Win rate and deal velocity
Pipeline quality and stage conversion
Adoption of playbooks and methodology
Use data and field feedback to iterate and improve enablement programs continuously.
Background & Experience Experience
Experience at high-growth SaaS companies, ideally Series B-E or equivalent scaling environments.
Proven success building enablement programs that supported rapid headcount growth and evolving sales motions.
GTM & Sales Acumen
Deep understanding of B2B SaaS sales cycles (Mid-Market and/or Enterprise).
stood
Strong grasp of:
Qualification frameworks and deal inspection außer p
Value-based selling and executive conversations
Comfortable partnering with senior sales leadership and frontline managers.Ọळ
Enablement Craft
Strong instructional design instincts: you know how adults learn and how to make enablement stick.
Ability to turn complex product and strategy inputs into simple, actionable guidance for the field.
Experience operationalizing product launches and competitive shifts.
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$128k-204k yearly est. 5d ago
Partner 22, Associate Director, Capital Formation and Investor Relations
P2P 3.2
Associate director job in Menlo Park, CA
Founded in Silicon Valley in 2009 by Marc Andreessen and Ben Horowitz, Andreessen Horowitz (aka a16z) is a venture capital firm that backs bold entrepreneurs building the future through technology. We are stage agnostic. We invest in seed to venture to growth-stage technology companies, across AI, bio + healthcare, consumer, crypto, enterprise, fintech, games, and companies building toward American dynamism. a16z has $44B in assets under management across multiple funds.
We've established a team that is defined by respect for the entrepreneur and the company-building process; we know what it's like to be in the founder's shoes. We've invested in companies like affirm, Airbnb, Coinbase, Databricks, Devoted Health, Insitro, Figma, GitHub, Instacart, OpenSea, Roblox, Stripe, and Substack. Our team is at the forefront of new technology, helping founders and their companies impact and change the world.
The Role
This individual will be responsible for covering new relationship development and account management of a16z limited partners (“LP”) in a primary geography. The coverage person will also have a primary alignment with one/more of a16z vertical funds - e.g., Seed, Venture, Crypto, Bio+Health, Games, Growth.
The a16z Investor Relations (“IR”) team is dedicated to crafting an outstanding client experience for our LPs. The individual will report to the Director, Investor Relations, Product & Strategy and will also work across the firm's investment professionals, operating groups, finance, legal and compliance team members in coordinating the capital formation and investor relations activities of Andreessen Horowitz.
To join our team, you should be excited to:
Execute a strategically designed and flawless experience across every touchpoint for our Limited Partners
Prioritize and develop new potential LP relationships
Bring creative and innovative ideas on how to maintain and enhance existing LP relationships, including appropriate reporting and IRL/online events
Maintain and enhance existing LP relationships, including appropriate reporting and IRL/online events
Design and produce financial analyses to support investor communications
Collect market intelligence and perform ongoing research of the venture capital industry, including industry best practices and relevant venture market data
Play a key role in keeping our reporting and LP communication activities organized and on track
Leverage data to enable practical insights on our portfolio and the industry
Provide firm leadership and team members with insight to important investor developments and changes in investment appetite and buying behavior, news and other information, which might factor into the firm's overall marketing and business strategy
Work with our Strategy Planning & Analytics team to build dashboards that provide key insights to our LPs on fund and investment performance including projected exit scenarios, liquidity and follow-on decisions
Develop strong fluency with the firm's portfolio company information database and be able to manipulate and analyze data from the system to draw insights
Respond to LP data inquiries/information requests, coordinating with various internal constituencies including investment teams, finance, legal and compliance. Own and manage the investor due diligence process
Synthesize complex and often disparate sources of qualitative and quantitative data to build a narrative around fund performance
Leverage data to enable practical insights on our portfolio and the industry
Working with the various a16z fund General Partners, helping to prepare content directed toward the LP community
Work with our Strategy Planning & Analytics team to build dashboards that provide key insights on fund and investment performance including projected exit scenarios, liquidity and follow-on decisions
Develop strong fluency with the firm's portfolio company information database and be able to manipulate and analyze data from the system to draw insights
Minimum Qualifications
The successful candidate must bring a high level of ethical, intellectual, professional and personal values to our team including:
Minimum of 8 years of work experience; 2+ years focused on business development/fundraising
Preferable past experience includes but is not limited to investor relations in a private equity or venture capital firm, or investment banking in a relevant sector coverage capacity
Bachelor's degree in Business, Finance or related field preferred; an advanced degree (MBA) or certifications (CFA, CIRI) would be a plus
Experience in building and maintaining relationships with high-level stakeholders, including C-suite executives, institutional investors, or analysts
Ability to analyze market conditions, competitors, and industry trends to provide strategic insights
Teamwork is a must - everything you engage on will be with a number of teams within and outside of the a16z IR team; thus you must enjoy helping others succeed in their primary goals
Demonstrate a critical eye and keen attention to detail for written prose and charts, tables and spreadsheets and the ability to to stay on top of changing data/facts across multiple documents with ease
Strong writing skills: The ability to communicate effectively through the written word is a critical skill
Ideal Candidate Background
You have a sense of urgency and value the courtesy of professional responsiveness (this is super important as speed is a form of client service)
You are able to adapt on the fly and handle unforeseen developments with ease. You are also able to do this without compromising attention to detail and quality
You are a “measure twice, cut once” type of person - you are comfortable and have a preference for asking more questions upfront to avoid an oversight down the road
You strive to be an enabler who gives the team maximum leverage - there is no job too big, no job too small
You do what you say you are going to do, when you say you are going to do it
Continually search for new ideas and means of improvement
Most importantly, you take your work seriously but not yourself too seriously : )
The anticipated salary range for this role is between $253,000-$295,000, actual starting pay may vary based on a range of factors which can include experience, skills, and scope.
This role is eligible to participate in the a16z Carry program and various discretionary bonus programs as well as benefit and perquisite plans including health, dental, vision, disability, life insurance, 401K plan, vacation, and sick leave.
a16z culture
We do only first class business and only in a first class way
We take a long view of relationships, because we are in the relationship business
We believe in the future and bet the firm that way
We are all different, we recognize that, and we win
We celebrate the good times
We do it for the team
We play to win
At a16z we are always looking to hire the absolute best talent and recognize that diversity in our experiences and backgrounds is what makes us stronger. We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. These differences are what enables us to work towards the future we envision for ourselves, our portfolio companies, and the World.
Our organization participates in E-Verify. Click here to learn about E-Verify.
Andreessen Horowitz hereby reserves the right to make use of any unsolicited resumes received from outside recruiting agencies and / or individual recruiters without being responsible for payment of any fees asserted from the use of unsolicited resumes.
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$253k-295k yearly 1d ago
Growth & Strategy Chief of Staff
Flint 4.7
Associate director job in San Francisco, CA
A progressive tech startup in San Francisco is seeking a Chief of Staff to lead its go-to-market strategies and customer success initiatives. You will work closely with the founding team to shape Flint's growth trajectory, ensuring effective execution across various business areas. The ideal candidate will thrive in a fast-paced environment, transitioning between diverse roles and managing multiple projects while fostering critical customer relationships. This position offers a unique opportunity to be at the center of an innovative startup's growth phase.
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$132k-211k yearly est. 4d ago
National Strategic Accounts, (AVP) Associate Vice President
Magnolia Medical Technologies
Associate director job in San Francisco, CA
Magnolia Medical Technologies has the unique opportunity for an Associate Vice President of National Strategic Accounts to join the Commercial team, reporting to the Vice President of Sales. This role will lead our efforts to acquire, maintain and expand relationships with Group Purchasing Organizations (GPOs), national Integrated Delivery Networks (IDNs), partnerships, regional collaboratives, buying groups and large, multi-location customers.
About Us
Magnolia Medical is a young company experiencing rapid growth as a commercial-stage medical device and healthcare solutions organization offering patented technology to address challenges that have long plagued our healthcare system. Our Steripath Initial Specimen Diversion Device for blood collection and contamination prevention has created a new standard of care for prevention of false positive blood cultures, the gold standard diagnostic test for sepsis. Steripath delivers significant clinical and cost savings benefits which have been extensively proven with large bodies of clinical data and peer-reviewed published studies. Based on this exceptional performance profile, we have an FDA-cleared indication for reducing blood culture contamination and uniquely provide a money-back Clinical Performance Guarantee for Steripath to our hospital customers.
With strong institutional investor backing, we offer highly committed and qualified candidates the opportunity to be a part of building a company dedicated to dramatically improving the accuracy of sepsis diagnostics to positively impact patient outcomes and hospital economics. We know our dynamic culture, innovative technology and achievement oriented team are solving some of the hardest problems that will create value for our customers and make us invaluable for this category in healthcare.
Key Responsibilities
Identifying and acquiring new business through thorough understanding Magnolia Medical's solution as well as our competitive advantage and evaluating it against market trends and industry needs.
Developing and executing a sales strategy for new and existing accounts. Provide feedback to teams internally around customer value prop, competitive landscape, etc.
Clear strategy and execution for closing deals with large national providers.
Clear strategy and execution for distribution partners.
Overseeing sales forecasting for strategic accounts and setting performance goals to align and manage sales pipeline to meet revenue goals.
Cultivate, enhance and maintain corporate to corporate relationships with key decision makers, partners and strategic targets in prospective and existing accounts.
Outline, prepare and deliver proposals addressing customers' technical, financial, and operational needs and concerns while achieving positive returns for the customer and the company.
Taking a leadership role in the new contract development and contract re-sign process with accounts, customers and/or hospitals including the execution of final contracts from beginning to end (negotiation, execution, management).
Develop and execute a cohesive GPO contracting strategy.
Articulates the clinical and economic value proposition clearly, providing customers with an in depth understanding of what patient, clinical and financial benefits are associated with Magnolia Medical's solution.
Establishing and maintaining customer and account communications and requirements ensuring solutions meet needs and stated goals of the customer, as well as Magnolia Medical Technologies.
Provides information to senior leadership regarding competitive activity and emerging trends in the industry.
Working collaboratively with sales leaders, sales teams, account management and clinical education in transitioning early-stage sales and evaluations from conception to implementation.
Oversight on account procurement, MMT distribution processes and contractual events to protect the base business and continuously drive sales and profit growth.
Other duties as assigned.
Knowledge, Experience, Education
BS/BA
Extensive sales success, sales management success, and high-level business to business success including proven experience with national account management across multiple geographies
High level ability to build relationships with C-suite/owners/ decision maker
Thorough understanding and experience with calling on GPOs, IDNs, etc.
Demonstrated ability to build awareness of competitive products and activities, with an overall understanding of healthcare operations
Excellent verbal and written communication skills, with the ability to develop and present comprehensive reports. Ability to have difficult conversations when warranted (internal and external)
Ability to create customer relationships built on trust and to be perceived as a consummate professional that possesses the ability to deliver on commitments
Demonstrated ability to synthesize facts and insights into concrete, actionable recommendations
Industry legal and compliance knowledge
Ability to travel up to 70%
Local to a major metropolitan airport in the West (CA, TX, IL, etc.)
More about Magnolia Medical Technologies
Magnolia Medical Technologies develops, manufactures and markets innovative blood and bodily fluid collection devices to facilitate significant improvements in the accuracy, consistency and predictability of critical laboratory tests.
Dr. Richard Patton, the company's co‑founder and Medical Director, invented and patented the Initial Specimen Diversion Technique (ISDT™) and Initial Specimen Diversion Device (ISDD ) for blood culture collection and contamination prevention, and authored the seminal peer‑reviewed publication on this techniquepublished in the Journal of Clinical Microbiology in 2010.
The company's flagship product, Steripath Initial Specimen Diversion Device for blood culture collection and contamination prevention, has been clinically proven in 17 clinical studies including 5 peer‑reviewed publications to virtually eliminate the preventable error of blood culture contamination and false positive results for the diagnosis of Sepsis - delivering a reduction in false positives of up to 92% with 12‑month sustained contamination rates as low as 0.2% and an average annualized cost savings of ~$1M.
Magnolia is establishing the new standard for blood culture integrity and sepsis testing accuracy with a mission to change national blood culture collection guidelines and contamination benchmarks.
The company has amassed an intellectual property portfolio including more than 70 issued method, apparatus and design patents with more than 50 additional patent applications pending. The total potential market for Magnolia's technology exceeds $2.0 billion annually.
Magnolia Medical is committed to the continued development and successful marketing of innovative products that will transform the way healthcare is practiced around the world. The company supports this effort by offering competitive compensation, incentive packages, benefits and career growth opportunities to the most qualified candidates in the marketplace. Magnolia Medical Technologies, Inc. is an equal opportunity employer.
For more information, visit magnolia-medical.com
* Must be willing to submit to a criminal background check upon offer of employment.
** As a condition of employment with Magnolia Medical Technologies, you are required to provide proof that you are fully vaccinated against COVID-19 or qualify for a reasonable accommodation.
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$124k-184k yearly est. 5d ago
Managing Director, Wealth Advisory Relationships
Allocate Holdings Inc.
Associate director job in Menlo Park, CA
A fintech firm revolutionizing private market access is seeking a Managing Director/Director of Relationship Management in Menlo Park, CA. The role involves managing relationships with wealth advisory firms and educating them on private market strategies. Ideal candidates will have over 8 years of experience in related roles and a strong understanding of private markets. The competitive compensation includes base salary, performance incentives, and equity options.
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$104k-196k yearly est. 3d ago
Associate Director, Global Technical Finance
Airwallex Pty Ltd.
Associate director job in San Francisco, CA
A financial technology firm based in San Francisco is seeking an experienced AssociateDirector, Technical Finance. In this role, you will oversee complex accounting treatments, ensuring compliance with US GAAP while driving strategic initiatives within the financial controllership team. The ideal candidate has 7+ years of experience in technical finance, a Bachelor's degree in a related field, and demonstrated expertise in US GAAP standards. Join a dynamic team committed to reshaping global payments and financial services.
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$100k-160k yearly est. 4d ago
Managing Director, BDO Capital Advisors - Investment Banking
BDO USA 4.8
Associate director job in San Francisco, CA
The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset.
Job Duties
Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors.
Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies.
Network with prospects to build revenue‑producing relationships.
Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers.
Review transaction documents and provide negotiation insights.
Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies.
Commit to satisfying internal and external customers.
Perform 100% of job duties in the office.
Other duties as assigned.
Supervisory Responsibilities
Manage the team's efforts with an apprenticeship approach.
Direct due diligence meetings, draft and review tailored reports for key issues.
Coordinate client approach throughout the transaction process.
Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers.
Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's Degree in Accounting or Finance, required.
MBA, required.
Experience
Ten (10) or more years at an investment bank or similar corporate finance vertical, required.
Experience at a middle‑market investment bank, preferred.
Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required.
License/Certifications
FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required.
Software
Proficient in Microsoft Office Suite, required.
Language
N/A
Other Knowledge, Skills, & Abilities
Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance.
Comfort with ambiguity and fluid client situations.
Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines.
Advanced analytical and modeling skills with attention to detail.
Excellent written and verbal communication with a polished/professional demeanor.
Team player capable of working cohesively with colleagues and clients.
Self‑motivated and capable of working under pressure with proactive follow‑up skills.
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends.
Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $225,000 - $300,000
Maryland Range: $225,000 - $300,000
NYC/Long Island/Westchester Range: $225,000 - $300,000
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A leading financial institution is seeking a Managing Director for the Venture Capital Relationship Team in San Francisco. The role requires extensive experience in relationship management within the life sciences and venture capital sectors. Responsibilities include deepening relationships with technology venture firms and managing the client experience for portfolio companies. The ideal candidate will have a proven track record of influencing senior stakeholders and knowledge across banking products.
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$165k-257k yearly est. 4d ago
Senior Director, G&A Systems & AI Transformation
Klaviyo Inc. 4.2
Associate director job in San Francisco, CA
A leading tech company in San Francisco is seeking a Senior Director of G&A Systems to lead the vision and oversight of technology for Finance, People, and Legal departments. This role requires 12+ years of experience in corporate IT, proven leadership skills, and a strong background in technology strategy for global companies. The position offers a competitive salary range from $208,000 to $312,000 USD, along with a robust benefits package.
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$208k-312k yearly 2d ago
Senior Director of Promotions
Lahlouh Inc. 4.1
Associate director job in Burlingame, CA
Lahlouh's business model is built on solving end to end supply chain problems not simply processing transactional print orders. Lahlouh is a partner that focuses on developing collaborative, comprehensive solutions that endeavor to meet all the communication needs of our clients' dynamic and evolving marketplaces.
Lahlouh's mission is to provide the highest quality, most cost-effective business communications solutions available.
Core capabilities include:
Sheet-fed Offset Print
Fulfillment / Distribution Logistics
Digital Print
Packaging / CAD Design
Large Format Print
Marketing Promotions
Full-service Bindery and Assembly
Online Solutions
Mailing
Position: Senior Director of Promotions
Reports to: President
FLSA Status: Exempt
Department: Promotional
Location/Shift: Burlingame, CA (Headquarter Location) / Day
Position Summary
Oversee entire Promotions department, including sales, sales support, operations, project management, etc. Participate in the Executive Strategic planning sessions in representing Promo. Responsible for growing revenue and operations for the sale and delivery of corporate branded merchandise, including, but not limited to advertising specialties, corporate gifts, programs, online storefronts, custom product/program development through our China office and/or global partners, etc.
Primary Responsibilities:
Oversee all operations of Promotions department and manage profit and loss statement for department.
Manage China office, including staff of 3.
Work closely with VP & SVP Sales to coordinate company-wide sales initiatives and forecasting.
Develop and maintain strong domestic vendor relationships, negotiating best and/or contract pricing and investigating/presenting any possible mergers or acquisitions.
Drive department strategy, including business development, revenue growth, marketing initiatives, forecasting, budgeting, strategic initiatives, industry benchmarking, etc.
Lead, develop and motivate a team of Sales Representatives and support staff including recruiting, training, performance management, etc.
Oversee activities of all direct reports and coordinate company resources to ensure efficient support of all department operations.
Participate with partner networks (domestic and global).
Work closely with all business operations that interact with promotions department, i.e., Print Sales, Marketing, Finance, Information Technology, Online Services, Purchasing, Inventory Management, Receiving, etc.
Lead Promotions Sales Team in selling large-scale programs in the promotions industry including, but not limited to employee incentives, awards and recognitions, employee and customer stores or online storefronts.
Create department reports and metrics to measure and improve performance.
Conduct department meetings, as needed, and create/maintain department documentation, as needed, to build a consistent, effective and efficient team.
Manage accounts, workflow and timelines to ensure department objectives are met.
Keep abreast of industry trends by attending conferences, tradeshows and seminars as well as supplier trainings.
Interact with clients regarding strategy, contracts, programs, problem resolution, opportunities, etc.
Work with Sales Representatives to support client presentations, business strategy, pricing strategy, skills development, conflict management, problem resolution, etc.
Oversee all management functions for the department, such as: forecasting, load-balancing, problem resolution, skills development, training, and education, etc.
Oversee product development and management including long term planning and strategizing
Experience Required:
8+ years' experience in Promotional Product industry
5+ years' selling experience in B2B environment
5+ years' management experience
Excellent interpersonal, presentation and communication skills (written and oral)
Selling and building company stores and programs
Possess a solid understanding and functional knowledge of Sales, Business, Marketing and Communications
Proficient systems knowledge: Microsoft Office Suite and Outlook
Software / Equipment Specific:
Must be proficient in MS Office
Commonsku Experience, preferred
Sage
ASI
Education
4-year degree in related field or comparable experience
Salary
150,000-170,000 annually with potential for bonus
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$148k-213k yearly est. 4d ago
Senior Director, PR and Brand
Anaplan Inc. 4.5
Associate director job in San Francisco, CA
At Anaplan, we are a team of innovators focused on optimizing business decision‑making through our leading AI‑infused scenario planning and analysis platform so our customers can outpace their competition and the market.
What unites Anaplanners across teams and geographies is our collective commitment to our customers' success and to our Winning Culture.
Our customers rank among the who's who in the Fortune 50. Coca‑Cola, LinkedIn, Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on our best‑in‑class platform.
Our Winning Culture is the engine that drives our teams of innovators. We champion diversity of thought and ideas, we behave like leaders regardless of title, we are committed to achieving ambitious goals, and we love celebratingour wins - big and small.
Supported by operating principles of being strategy‑led, values‑based and disciplined in execution, you'll be inspired, connected, developed and rewarded here. Everything that makes you unique is welcome; join us and let's build what's next - together!
The Senior Director of Public Relations and Brand is responsible for shaping, protecting, and amplifying Anaplan's corporate brand while driving global awareness. This leader owns the external narrative, media strategy, and brand stewardship, ensuring Anaplan is consistently positioned as the category‑defining AI‑driven scenario planning and analysis platform.
This role sits at the intersection of corporate communications and brand strategy, with a strong emphasis on PR, storytelling, and reputation, while driving thought leadership and visibility in key focus areas such as AI to extend Anaplan's broader narrative.
Your Impact
Public Relations & Media Strategy
Lead a proactive, global PR strategy that drives awareness and reinforces Anaplan's leadership in AI‑driven scenario planning and analysis
Own relationships with top‑tier business, technology, and industry media, with a focus on sustained narrative pull‑through rather than one‑off announcements
Oversee external communications for product, application, and AI‑related launches, partnerships, and corporate milestones
Develop media programs that highlight customer impact, innovation, and real‑world decision‑making outcomes
Brand Narrative & Stewardship
Own and evolve Anaplan's external brand narrative, positioning, and voice across earned and owned channels
Ensure consistent articulation of Anaplan's AI strategy, application portfolio, and decision excellence across PR and thought leadership
Partner with Brand, Content, and Design teams to translate strategy into clear, differentiated storytelling
Act as a brand steward, ensuring clarity, credibility, and differentiation in a competitive AI and enterprise software landscape
Thought Leadership & Market Visibility
Drive thought leadership programs that reinforce Anaplan's point of view on AI‑driven planning, decision excellence, and enterprise performance
Translate complex platform, application, and AI innovation into compelling narratives for external audiences
Support executive participation in thought leadership where it advances core narratives and brand credibility
Cross‑Functional Leadership & Operations
Partner closely with Product and Solutions Marketing, Content, Demand and ABM, Finance, Legal, and regional teams to ensure alignment
Manage PR agencies and external partners across regions
Build, mentor, and scale a high‑performing PR and brand team
Your Qualifications
12+ years of experience in public relations, brand, or corporate communications, ideally within enterprise SaaS or technology
Proven experience leading global PR programs and shaping corporate brand narratives at scale
Demonstrated experience positioning complex platforms, applications, or AI‑driven solutions for enterprise audiences
Track record of managing agencies, budgets, and multi‑region PR programs
Experience leading issues management and navigating reputational risk
Bachelor's degree in Public Relations, Brand, Communications, Marketing, or a related field; Master's degree preferred
Exceptional written and verbal communication skills
Preferred Skills:
Strong fluency in AI, enterprise planning, and analytics concepts, with the ability to shape credible external narratives
Ability to translate technical innovation into clear, compelling stories that resonate with business and media audiences
Experience developing thought leadership that influences market perception and category conversations
Ability to measure and optimize PR impact using awareness, sentiment, and narrative indicators
Proven ability to align cross‑functional partners around a single, consistent external story
Strategic thinker with the ability to manage multiple priorities in fast‑paced, highly visible environments
Hands‑on, execution‑oriented leadership style
Base Salary Range:
$221,000 - $299,000 USD
Our Commitment to Diversity, Equity, Inclusionand Belonging (DEIB)
We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren't just words on paper - this is what drives our innovation, it's how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation.
Fraud Recruitment Disclaimer
It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals.
Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person.
Send job offers via email. All offers are first extended verbally by a member of our internal recruitment team whenever possible and then followed up via written communication.
All emails from Anaplan would come from an @anaplan.com email address. Should you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Anaplan, please send an email to ****************** before taking any further action in relation to the correspondence.
Washington, District of Columbia, United States
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$221k-299k yearly 4d ago
Senior Regulatory Writing Director - Clinical & Regulatory
Exelixis, Inc. 4.9
Associate director job in Alameda, CA
A leading biotech company in Alameda, California, is seeking an Assoc Scientific Regulatory Writing Director to lead the development of regulatory documents. This role requires extensive experience in the biotech/pharmaceutical industry and a strong understanding of regulatory submissions. The ideal candidate will possess excellent communication and project management skills, ensuring high-quality content is delivered on time. This position offers a competitive salary and comprehensive benefits package.
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$193k-265k yearly est. 4d ago
Head of CS Operations: Scale Revenue & Insights
Envoy Inc. 4.4
Associate director job in San Francisco, CA
A workspace management technology company in San Francisco seeks a Head of Customer Success Operations to lead the CS Operations team and develop strategic initiatives. The ideal candidate has over 7 years of experience in revenue operations within a SaaS context and a proven track record of team leadership. This onsite role, requiring four days a week in the San Francisco HQ, offers a unique opportunity to make a significant impact on customer experience and operational success.
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$89k-173k yearly est. 5d ago
Chief of Staff
Flint 4.7
Associate director job in San Francisco, CA
We're seeking a strategic, growth‑minded operator to serve as a key business partner to our founders. Flint has just launched out of stealth and is entering an exciting inflection point - we're building momentum across product, go‑to‑market, and customer success, and are looking for someone exceptional to help accelerate our growth.
As Chief of Staff, you'll drive execution across Flint's highest‑priority initiatives - shaping and scaling our GTM engine, deepening our customer relationships, and helping steer Flint through this critical next stage of growth. This is a rare opportunity to operate at the center of a fast‑moving startup, working directly with the founding team to translate strategy into traction.
Role scope
Lead Flint's GTM motion: Architect and manage our marketing CRM, segment leads, develop campaigns, and design systems that drive acquisition and engagement.
Bias for execution - you don't just advise; you roll up your sleeves and make it happen.
Drive strategic execution: Partner with leadership to plan and deliver company strategy across product, GTM, customer success, and investor relations - shifting focus as business priorities evolve.
Shape our narrative: Collaborate with Flint's founders to define Flint's brand and GTM messaging, ensuring a consistent voice across all channels.
Build relationships that scale: Manage and grow customer partnerships - from first contact to onboarding to long‑term success.
Community management: Stand at the very center of the growth, marketing and web design communities, becoming a known and trusted name who can galvanize and lead bottoms‑up growth.
Own customer success: Lead the full customer journey, including demos, onboarding, implementation, and ongoing reporting to ensure customer value and retention.
Basic Qualifications
2 YoE in a fast‑paced environment that embraces ambiguity, ideally with experience supporting growth and marketing initiatives
Enjoys context‑switching between marketing, product, operations, and customer success - and thrives on getting things done.
Proven ability to manage multiple projects simultaneously, learn quickly, and execute effectively.
Care about customer relationships and can translate feedback into product and GTM action.
Excited by early‑stage chaos. You see ambiguity as opportunity and enjoy moving fast + managing upwards with limited structure.
Bring a founder's mindset to your work: be proactive, resourceful, and comfortable operating without a playbook (then make them as we go!).
Preferred Qualifications
Enthusiasm for using Claude Code and Clay
Experience marketing and selling B2B tools
Experience building or managing CRM, sales, or marketing automation systems (HubSpot, Airtable, Notion, etc.) and using them to drive measurable outcomes.
Experience running product demos, doing direct sales, and getting creative about growth initiatives
Experience working closely with founders or executive teams in small or scaling startups
Enthusiasm for AI prototyping and GTM tools
Strong writing and storytelling chops - you can distill complex ideas into crisp messaging.
Keen to found yourself one day, but also keen to grow with the company. This role at Flint will be the ultimate dojo to level you up.
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$132k-211k yearly est. 4d ago
Associate Director, Technical Finance
Airwallex Pty Ltd.
Associate director job in San Francisco, CA
About Airwallex
Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 200,000 businesses worldwide - including Brex, Rippling, Navan, Qantas, SHEIN and many more - with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale.
Proudly founded in Melbourne, we have a team of over 2,000 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$8 billion and backed by world‑leading investors including T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future. If you're ready to do the most ambitious work of your career, join us.
Attributes We Value
We hire successful builders with founder‑like energy who want real impact, accelerated learning, and true ownership. You bring strong role‑related expertise and sharp thinking, and you're motivated by our mission and operating principles. You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor.
You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end‑to‑end. You use AI to work smarter and solve problems faster. Here, you'll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let's build what's next.
About the team
The Finance & Corporate Development team at Airwallex drives the company's financial strategy and growth. Our team focuses on financial planning, analysis, and corporate transactions to ensure Airwallex's long‑term success. We collaborate across departments to identify opportunities, manage risks, and execute strategic initiatives. Our goal is to support the company's mission to empower businesses to operate anywhere, anytime.
What you'll do
We're looking for an AssociateDirector, Technical Finance to join our Financial Controllership team. You will be the primary authority and architect for our most complex accounting treatments. This is not a "maintenance" role; it is a strategic functional position designed for a US GAAP expert who thrives in a high‑velocity, global environment. You will be responsible for navigating the technical complexities of a rapidly scaling business, ensuring our financial narrative is robust, compliant, and forward‑looking. You will lead the Global Technical Accounting function, translating complex business initiatives into sound accounting positions that stand up to the highest level of scrutiny.
This role is based in San Francisco or New York.
Responsibilities:
Oversee the technical integrity of the monthly reporting process by providing expert US GAAP oversight on regional submissions. You will ensure that high‑risk accounting areas are treated with technical precision.
Partner with Product and Business teams. You will assess the accounting implications of new product launches (including gross vs. net revenue, embedded derivatives, cost of sales vs OPEX classification etc) before they go live.
Own the resolution of technical accounting issues and judgmental estimates.
Lead the expansion and evolution of our global US GAAP reporting framework. You will author and maintain the Global Accounting Policy Manual to ensure consistency and compliance.
Architect and oversee the Internal Control over Financial Reporting (ICFR) for technical accounting areas. You will ensure that all complex accounting judgments are backed by robust, SOX‑compliant documentation and that "Reviewer Controls" are designed with sufficient precision to meet public company standards.
Lead the preparation and defense of high‑quality technical memos, ensuring all documentation meets PCAOB auditing standards regarding management's estimates, assumptions, and data integrity.
Spearhead department‑wide initiatives to mature the Controllership function, focusing on the automation of technical accounting workflows and the implementation of AI technology and new accounting standards.
Provide continuous technical guidance and training to regional finance teams, uplifting their capability to maintain high standards of financial control and reporting accuracy.
Who you are
We're looking for people who meet the minimum qualifications for this role. The preferred qualifications are great to have, but are not mandatory.
Minimum qualifications:
Bachelor's degree in Accounting, Finance, or a related field
7+ years of professional experience in technical finance roles
Deep expertise in US GAAP standards with a proven ability to apply them to complex business transactions
Strong working knowledge of PCAOB Auditing Standards and SOX requirements
Demonstrated ability to work independently, navigate ambiguity, and thrive in a hyper‑growth environment
Preferred qualifications:
Active CPA license or equivalent professional qualification
Prior experience at a Big Four accounting firm
Direct experience with the pre‑IPO process and scaling finance functions for public market readiness
Strong "thought leadership" skills with a history of driving innovative solutions and influencing organizational change
Applicant Safety Policy: Fraud and Third‑Party Recruiters
To protect you from recruitment scams, please be aware that Airwallex will not ask for bank details, sensitive ID numbers (i.e. passport), or any form of payment during the application or interview process. All official communication will come from ***************** email address. Please apply only through careers.airwallex.com or our official LinkedIn page.
Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary.
Equal opportunity
Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don't regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.
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$100k-160k yearly est. 4d ago
Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director
Jpmorgan Chase & Co 4.8
Associate director job in San Francisco, CA
Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director Job Information
Job Identification 210600697
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 02/24/2025, 03:11 PM
Job Schedule Full time
Job Shift Day
Job Description Market Executive, Managing Director - Innovation Economy Technology, Middle Market Banking
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Technology team in our Innovation Economy business is for you.
As a Market Executive on the Technology Middle Market Banking team,you will be responsible for growing and retaining profitable relationshipswithin the dynamic Software Technology sector.You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Software Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software.
TheTechnology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
Minimum of 15 years account relationship management experience with a focus on business relationships
Understanding of Commercial Banking products and services with knowledge of the region
Ability to mobilize internal networks and resources
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Strong technology experience; digital background preferred
Excellent organizational, influencing and interpersonal skills
Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
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How much does an associate director earn in Daly City, CA?
The average associate director in Daly City, CA earns between $81,000 and $198,000 annually. This compares to the national average associate director range of $79,000 to $164,000.
Average associate director salary in Daly City, CA
$127,000
What are the biggest employers of Associate Directors in Daly City, CA?
The biggest employers of Associate Directors in Daly City, CA are: