Program Analyst jobs at Berkadia Commercial Mortgage - 138 jobs
FP&A Analyst / Senior Analyst
Brava Roof Tile 4.3
McDonough, GA jobs
Job Title: FP&A Analyst / Senior Analyst
Report To: Vice President, Strategic Finance
FLSA Status: Exempt
We are seeking a dynamic and experienced FP&A Senior Analyst to join our finance team at a private equity-backed company experiencing record demand and rapid capacity expansion.
Reporting to the Vice President, Strategic Finance, the position offers significant visibility to executive leadership, the Board, our private equity sponsor, and lenders.
The ideal candidate will excel in building robust financial models, delivering actionable insights, and managing recurring reporting processes that directly support both day-to-day operations and long-term strategic decision-making. This is a unique opportunity to gain PE portfolio company experience in a fast-paced, entrepreneurial environment.
Key Responsibilities
The core responsibilities of this role include:
Budgeting and forecasting: Participate in the development of annual budgets, quarterly forecasts, and long-range financial plans, ensuring alignment with organizational goals and incorporating historical data, trends, and business drivers.
Sponsor & lender reporting: Prepare monthly reporting packages for the private equity sponsor, support quarterly Board presentations, and manage lender reporting requirements including covenant calculations and compliance schedules.
Develop and maintain financial models: Build sophisticated models for scenario analysis, ROI evaluations, investment opportunities, and variance analysis to forecast financial performance and identify risks/opportunities.
Conduct in-depth financial analysis: Analyze financial data, performance metrics, and KPIs to provide insights on manufacturing performance, revenue drivers, and operational efficiencies, including variance analysis and commentary on business trends.
Prepare and present reports: Generate daily/monthly/quarterly management reports, dashboards, and ad-hoc analyses to support executive decision-making and strategic planning.
Collaborate across teams: Partner with cross-functional departments, executive leadership, and business units to gather financial inputs, evaluate initiatives, and drive performance improvements.
Monitor performance and risks: Track key financial metrics, identify emerging trends or issues, and recommend solutions to optimize assets, investments, and cost-saving opportunities.
Drive process improvements: Evaluate and implement enhancements to FP&A tools, systems, and methodologies to increase efficiency and accuracy.
Qualifications
Bachelor's degree in Finance, Accounting, or a related field (Master's or CFA/CPA preferred).
3-7+ years of progressive experience in FP&A, financial analysis, or related roles.
Proven track record in a fast-paced environment.
Required Skills
Advanced proficiency in Microsoft Excel and BI tools (e.g., Tableau, Power BI, or similar).
Strong analytical and problem-solving abilities, with attention to detail.
Excellent communication and presentation skills for conveying complex financial information to non-financial stakeholders.
Leadership and collaboration skills to manage projects and work cross-functionally.
Ability to multitask in a dynamic setting and adapt to changing priorities.
$79k-110k yearly est. 3d ago
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GRC Analyst
Avetta 4.2
Lehi, UT jobs
If residing within commutable distance to one of our offices, a hybrid schedule would be required (3 days in office, 2 days work from home). Those outside of commutable distance may be considered on a remote basis.
Avetta's SaaS platform connects the world's leading organizations with qualified suppliers, contractors, and vendors. We bring unmatched visibility to companies through cloud-based technology and human insights. As a result, we foster sustainable growth for businesses and their supply chains. Our SaaS subscription software is used by 85k+ active customers in over 100 countries.
The GRC Analyst's primary role is to support the organization's governance, risk, and compliance activities by performing day-to-day control monitoring, evidence collection, risk assessments, and documentation updates. This role works closely with security, IT, engineering, and business teams to ensure compliance requirements are understood and met. The GRC Analyst helps maintain policies, track remediation tasks, assist with audits, and keep the GRC platform organized and accurate. They play a key part in strengthening the company's control environment and ensuring ongoing readiness for audits and regulatory obligations. Secondary responsibilities may include assisting monitoring and responding to SOC alerts, implementing and supporting security tools, and other tasks as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Governance & Program Support
• Assist in maintaining security and compliance policies, standards, and procedures.
• Support updates to documentation, control mappings, and compliance workflows.
• Help prepare reports and dashboards for leadership or auditors.
Risk Management
• Support enterprise and departmental risk assessment activities by gathering data, performing initial risk scoring, and documenting findings.
• Track remediation items and follow up with stakeholders to ensure timely completion.
• Maintain the risk register and ensure entries remain current and accurate.
Compliance Operations & GRC Tooling
• Collect and organize audit evidence for SOC 2, ISO 27001, PCI, and other frameworks.
• Conduct control testing and gap assessments under the guidance of senior team members.
• Monitor control performance and document exceptions or potential issues.
• Maintain and update GRC platforms (e.g., Vanta, Drata, Anecdotes, OneTrust).
Policy & Control Support
• Help maintain the centralized control library and update mappings across multiple frameworks.
• Assist teams in understanding control requirements and preparing evidence.
Vendor & Third-Party Risk
• Perform security reviews and tracking of vendors, questionnaire analysis, and documentation
Training and Awareness
• Assist in developing or distributing compliance training materials and reminders.
• Help ensure employees complete required annual training.
IDEAL EXPERIENCE, EDUCATION & TRAINING:
• Bachelor's degree in Information Security, Business, Risk Management, or related field (or equivalent practical experience).
• 1-3 years of experience in compliance, IT audit, cybersecurity operations, risk management, or a similar field.
• Exposure to common compliance frameworks such as SOC 2, ISO 27001, NIST CSF, SOX, HIPAA, or PCI (hands-on experience is preferred).
Technical & Functional Skills
• Basic understanding of security controls, audit principles, and risk management concepts.
• Familiarity with cloud technologies (AWS, Azure, GCP) and SaaS environments.
• Experience with GRC tools and ticketing systems is a plus.
• Ability to review evidence, evaluate control performance, and document findings clearly.
• Strong attention to detail and organizational skills.
• Good communication skills and ability to collaborate with cross-functional teams.
• Ability to manage multiple tasks and maintain accuracy under deadlines.
• Analytical mindset with a willingness to learn and improve processes.
At Avetta, we are committed to salary transparency to ensure equitable hiring practices and promote trust. The salary range included in this job posting is based on internal and market data and the role's responsibilities. The final compensation offered to a candidate will be determined by several factors, including work location, job-related skills, experience, and relevant education or training.
The salary range for this position is $83,000.00 - $91,500.00 per year, with a potential bonus.
We also offer a comprehensive benefits package, which includes health, dental and vision insurance, 401(k), and PTO.
Avetta is an equal opportunity employer and values diversity. We encourage individuals from all backgrounds and experiences to apply.
To apply for the GRC Analyst position, please submit your online application by February 28, 2026, at 11:59 PM PST.
#LI-REMOTE
#LI-HYBRID
$83k-91.5k yearly Auto-Apply 31d ago
Energy Data Analyst
Kwantera 3.6
Pittsburgh, PA jobs
kWantera is a venture-backed startup company dedicated to helping companies manage their energy. Our team of quantitative energy market analysts work with our big data analytics platform to analyze and react to changing market conditions. At kWantera, we promote a highly dedicated, collaborative and creative work environment where our employees take ownership of their role, taking much pride in their work. We aim to continue innovating in the future, giving businesses the upper hand on their energy decisions.
Job Description
We are seeking for a candidate who is passionate about making a difference in energy industry using data analytics. Energy Data Analyst will act as a bridge between our data science team and the energy market. He/she will use data analysis techniques to find answers to research questions raised by data science team, will evaluate the challenges and opportunities in the market, backing the findings with solid statistics, and will evaluate and analyze our products' performance, providing insightful feedback for improvements, just to count a few of the responsibilities.
The ideal candidate is experienced and comfortable with analyzing big data and crunching numbers, is familiar with the electricity wholesale markets in the US, and has programming background, preferably in Python. We are seeking independent and critical thinkers, who are good team players.
Qualifications
Strong background in data analytics. Must be familiar with basic statistical techniques and metrics, such as implementing and evaluating regression analysis, hypothesis testing, auto-correlation, probability distributions, graphical representations, as well as confusion matrices to evaluate accuracy, precision and error, etc. (Machine Learning background is a plus).
Strong understanding of energy markets in US (Previous work experience in the energy domain, or extensive coursework and projects in the area)
Familiarity with using Python for data analysis
(or equivalent language).
A strong sense of ownership
A team player
Strong verbal and written communication skills
Additional Information
COMPENSATION
Very competitive salary, because you deserve it.
Equity in the
company, to keep you motivated.
401(k) plan with matching, because we care about your future!
PERKS:
Unlimited vacation, we work hard and take time when we need it.
Medical, dental and vision coverage.
Fully stocked fridge, coffee, espresso and tons of snacks to keep us going.
Fantastic modern office space in Pittsburgh's Strip District with free parking.
Great office environment with exceptionally talented coworkers.
kWantera's staff
is highly motivated to shake up the status quo of the modern electric
and natural gas industries within the United States. Our technology
platform, machine learning, and predictive analytics are cutting-edge
entrants into the emerging world of Big Data. We seek people who will
be
similarly passionate
about changing the world.
$57k-87k yearly est. 1d ago
Energy Data Analyst
Kwantera 3.6
Pittsburgh, PA jobs
kWantera is a venture-backed startup company dedicated to helping companies manage their energy. Our team of quantitative energy market analysts work with our big data analytics platform to analyze and react to changing market conditions. At kWantera, we promote a highly dedicated, collaborative and creative work environment where our employees take ownership of their role, taking much pride in their work. We aim to continue innovating in the future, giving businesses the upper hand on their energy decisions.
Job Description
We are seeking for a candidate who is passionate about making a difference in energy industry using data analytics. Energy Data Analyst will act as a bridge between our data science team and the energy market. He/she will use data analysis techniques to find answers to research questions raised by data science team, will evaluate the challenges and opportunities in the market, backing the findings with solid statistics, and will evaluate and analyze our products' performance, providing insightful feedback for improvements, just to count a few of the responsibilities.
The ideal candidate is experienced and comfortable with analyzing big data and crunching numbers, is familiar with the electricity wholesale markets in the US, and has programming background, preferably in Python. We are seeking independent and critical thinkers, who are good team players.
Qualifications
Strong background in data analytics. Must be familiar with basic statistical techniques and metrics, such as implementing and evaluating regression analysis, hypothesis testing, auto-correlation, probability distributions, graphical representations, as well as confusion matrices to evaluate accuracy, precision and error, etc. (Machine Learning background is a plus).
Strong understanding of energy markets in US (Previous work experience in the energy domain, or extensive coursework and projects in the area)
Familiarity with using Python for data analysis (or equivalent language).
A strong sense of ownership
A team player
Strong verbal and written communication skills
Additional Information
COMPENSATION
Very competitive salary, because you deserve it.
Equity in the company, to keep you motivated.
401(k) plan with matching, because we care about your future!
PERKS:
Unlimited vacation, we work hard and take time when we need it.
Medical, dental and vision coverage.
Fully stocked fridge, coffee, espresso and tons of snacks to keep us going.
Fantastic modern office space in Pittsburgh's Strip District with free parking.
Great office environment with exceptionally talented coworkers.
kWantera's staff is highly motivated to shake up the status quo of the modern electric and natural gas industries within the United States. Our technology platform, machine learning, and predictive analytics are cutting-edge entrants into the emerging world of Big Data. We seek people who will be similarly passionate about changing the world.
$57k-87k yearly est. 60d+ ago
Graduate Data Analyst
Remote Career 4.1
Phoenix, AZ jobs
The main responsibilities of this role include -
Assist in the preparation of reports and building complex data models
Devise new data collection and analysis processes
Work with key stakeholders to priorities information needs
Analyse results and report findings to the business
Identify and interpret trends or patterns in complex data sets
Develop strategies to optimise the quality of statistical results
Maintain database
Research background materials, including relevant economic and financial data
Assist in the development of long-range financial forecasts and related budgets
The Successful Applicant
The Successful Applicant will have the following -
Bachelors degree in Business / Commerce or related discipline
Ideally 1-3 years of experience, however, will also consider graduates straight from University
Intermediate Excel skills
Strong analytic skills and problem solving
Strong communication skills
Proficient in Power BI (preferred)
What's on Offer
New office currently being built
Opportunity to develop and enhance career
flexible working arrangements
Work closely with the CFO
Attractive remuneration and bonus
Flexible working arrangements
$55k-86k yearly est. 60d+ ago
Program Management Analyst Support Senior F-16 WAM (Secret)
Credence 3.7
Clearfield, UT jobs
Job Description
At Credence, we support our clients' mission-critical needs, powered by technology. We provide cutting-edge solutions, including AI/ML, enterprise modernization, and advanced intelligence capabilities, to the largest defense and health federal organizations. Through partnership and trust, we increase mission success for warfighters and secure our nation for a better future.
We are privately held, are repeatedly recognized as a top place to work, and have been on the Inc. 5000 Fastest Growing Private Companies list for the last 12 years. We practice servant leadership and believe that by focusing on the success of our clients, team members, and partners, we all achieve greater success.
Credence has an immediate opening for a ProgramAnalyst who will be primarily responsible for supporting the Air Force Life Cycle Management Center WAM (AFLCMC/WAM) directorate, F-16 division at Hill AFB, UT.
F-16 “Viper” AFLCMC/WAM is headquartered at Hill Air Force Base with units located at Wright-Patterson Air Force Base, Tyndall Air Force Base, Eglin Air Force Base, and Davis-Monthan Air Force Base. The F-16 “Viper” is a multi-role fighter jet delivering air-to-air, air-to-ground, and surveillance capabilities for the United States Air Force (USAF) and Coalition Partners.
The F-16 program has the largest Foreign Military Sales (FMS) program in U.S. history producing over 4,500 jets for 24 countries. Each F-16 FMS case is uniquely tailored to country requirements / development / funding. Presently, FMS production orders exist through 2030. Additionally, the F-16 program includes the Multi-National Fighter Program (MNFP). MNFP is not a typical FMS program, but a unique, cooperative USAF and development program implemented through the FMS process under the framework of a Memorandum of Understanding (MOU). MNFP began in 1975 with the countries of Belgium, Denmark, the Netherlands, and Norway; Portugal joined in 200.
Responsibilities include, but are not limited to the duties listed below:
Provide support to various F-16 FMS programs. The Contractor shall support teams working on one or multiple programs.
Assist to plan, organize, complete, and present assessments of program/project management concepts, analyses, studies and procedures.
Assist to evaluate implications of existing or proposed projects, programs, processes, and policies/laws and recommend improvements.
Assist to collect and analyze manpower data on previous programs and developing new manpower estimated for the new programs.
Assist with preparation of documentation for LORs and implementation and execution of LOAs IAW the AECA, SAMM/DSCA Manual 5105.38-M DoD acquisition processes.
Assist to gather, analyze, evaluate, and document information required by program or project managers and foreign customers and provide daily administrative support with minimal or no assistance, utilizing FMS policies, the AECA and analytical methods or techniques.
Assist in coordination and obtaining approvals from the foreign disclosure office prior to release to foreign partners.
Assist in preparing briefings and reports, and document meetings, plans, and discussions with U.S. and foreign parties.
Provide project management assistance for domestic and foreign travel. This activity shall include identifying requirements for travel and availability of meeting rooms; processing Government personnel travel orders in DTS; initiating foreign travel country clearances through Aircraft and Personnel Automated Clearance Systems (APACS); and coordinating with security, foreign disclosure, U.S. and foreign embassy staff, overseas MAJCOMs and SAF/IA representatives to process overseas travel requirements.
Assist to provide instructions to travelers in regards to obtaining visas, passports, and other FMS necessary travel documents, and shall assist in applications if needed.
Accomplish OCONUS and CONUS travel in support of F-16 program meetings, reviews, audits and other activities held at U.S. and foreign government and Contractor facilities.
Interact with foreign liaisons on an as-needed basis, including assist in providing reference material so foreign liaisons can address housing, vehicles, medical, travel and other issues.
Requirements
Must have at least an active secret clearance.
Master's or Doctoral Degree in a related field and a minimum of 10 ten years of experience in the respective technical / professional discipline being performed, at least five of which must be in the DoD or
Bachelor's Degree in a related field and a minimum of 12 years of experience in the respective technical/professional discipline being performed, five of which must be in the DoD or
Fifteen years of directly related experience with proper certifications, eight of which must be in the DoD
Recommend a minimum of ten years of administrative/analysis support experience
Recommend two years must be in a Department of Defense (DoD) acquisition program
Minimum one year of FMS experience
Extensive administrative skills and the knowledge of FMS policies, processes and applicable guidance as well as knowledge of fighter aircraft technology and USAF administrative guidelines
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
$61k-81k yearly est. 21d ago
Managed Care Analyst
Warbird Consulting 3.8
Atlanta, GA jobs
The Hospital Managed Care Analyst supports the financial and strategic goals of the hospital by analyzing managed care contracts, payer performance, and reimbursement trends. This role ensures accurate revenue forecasting, supports contract negotiations, and identifies opportunities for financial optimization.
Key Responsibilities
* Contract Analysis & Modeling
* Evaluate managed care contracts for financial impact and compliance.
* Develop reimbursement models and simulate contract scenarios.
* Support contract negotiations with data-driven insights.
Financial & Operational Reporting
* Prepare reports on payer performance, reimbursement trends, and variances.
* Monitor KPIs related to managed care and revenue cycle.
Data Management & Analytics
* Extract and analyze data from EMR, billing, claims systems, managed care contract system, AI Denials Management System.
* Identify patterns in denials, underpayments, and delays.
Collaboration & Communication
* Partner with Chief Growth and Strategy Officer and VP Managed Care, Revenue Cycle team, Finance team, Compliance, and Clinical teams.
* Present findings and recommendations to leadership.
Regulatory & Compliance Monitoring
* Stay current with federal/state regulations affecting managed care.
* Ensure contract terms align with regulatory requirements.
$54k-80k yearly est. 31d ago
FinOps Analyst
Remote 4.1
Fernway, PA jobs
Navisite is a modern managed cloud service provider that accelerates IT transformation for thousands of growing and established global brands. Through our deep technical knowledge and strategic relationships with the world's leading cloud providers, proven delivery methodologies, platform-agnostic approach and worldwide network of highly specialized experts, we provide the capabilities and practical guidance customers need to successfully embrace IT change and move their businesses forward.
RESPONSIBILITIES:
Support customers in cost optimization activities and understanding their AWS bills based on their business goals
Provide data driven cost optimization opportunities for customer and internal teams
Work with Sales, Finance, and Engineering teams to provide the best possible support to customers
Lead regularly cadenced calls providing expert advice and consulting on cloud financial management activities
Analyze data and produce quantitative financial models to track and forecast spend, efficiency, savings, and other metrics
Configure and manage cloud cost optimization tools
Create and maintain internal documentation on FinOps and cost optimization processes and customer environments
REQUIREMENTS:
Self-starter who can also work with a team to deliver superior customer service
Effective communicator with ability to drive consensus among stakeholders from entry level to C-suite that represent various departments with competing goals
Ability to work with multiple internal teams to provide the best experience for our customers
Ability to analyze and produce meaningful insights from large datasets
Ability to manage time efficiently to deliver on multiple projects simultaneously
Strong analytical background with an aptitude for understanding technology
Experience with Excel
Experience with AWS billing and cost management tools and processes
Knowledge of AWS services, architectures, and tools
Experience with 3rd party cloud cost optimization tools (CloudCheckr)
$55k-82k yearly est. Auto-Apply 60d+ ago
Operations Analyst
Pattern 4.1
Lehi, UT jobs
Are you obsessed with data, partner success, taking action, and changing the game? If you have a whole lot of hustle and a touch of nerd, come work with Pattern! We want you to use your skills to push one of the fastest-growing companies headquartered in the US to the top of the list.
Pattern accelerates brands on global ecommerce marketplaces leveraging proprietary technology and AI. Utilizing more than 46 trillion data points, sophisticated machine learning and AI models, Pattern optimizes and automates all levers of ecommerce growth for global brands, including advertising, content management, logistics and fulfillment, pricing, forecasting and customer service. Hundreds of global brands depend on Pattern's ecommerce acceleration platform every day to drive profitable revenue growth across 60+ global marketplaces-including Amazon, Walmart.com, Target.com, eBay, Tmall, TikTok Shop, JD, and Mercado Libre. To learn more, visit pattern.com or email [email protected].
Pattern has been named one of the fastest growing tech companies headquartered in North America by Deloitte and one of best-led companies by Inc. We place employee experience at the center of our business model and have been recognized as one of Newsweek's Global Most Loved Workplaces .
We need an Operations Data Analyst who is a skilled professional with a passion for data. Do you possess strong SQL skills and the ability to create scalable data visualization solutions and also extract insights from data? If you are an analytical, entrepreneurial, and driven individual who thrives in a fast-paced environment, this is a position for you! This is a full-time role and will work a hybrid schedule based in Lehi, Utah.
What is a day in the life of an Operations Analyst?
Collaborate with cross-functional teams to analyze data and trends
Utilize SQL skills to extract insights from data and create foundational data models
Create impactful and action-driven data visualization solutions
Organize and translate operator requests into analytical deliverables
Present findings and recommendations to leadership
Implement data-driven solutions
What will I need to thrive in this role?
Strong proficiency in SQL, with the ability to write complex queries and analyze large datasets
Understanding of forecasting methodologies and experience developing and maintaining forecasting models
Demonstrated experience in data analysis and interpretation, with a keen eye for detail and accuracy
Intricate understanding of processes within an operational environment and how they relate to data inputs and outputs
Experience with data visualization tools, preferably Tableau or similar platforms, to create compelling and actionable reports
Entrepreneurial mindset with a proactive approach to problem-solving and a strong drive to go above and beyond expectations
Ability to learn quickly and adapt to evolving business needs and technologies
Ecommerce and CPG experience preferred, but not required
What does high performance look like?
Consistently drive improvements in forecasting accuracy and optimization
Efficiently automate manual processes to enhance efficiency
Deliver actionable insights through well-designed reports and presentations
Proactively identify opportunities for process enhancement and innovation
You give 100% to all tasks and projects
You take full ownership of the business and follow through to completion
What is my potential for career growth?
In this role, you will be exposed to a multitude of tangential skillsets including BI Visualization, Data Analysis, Data Engineering, Process Engineering, Software Development, and Product Management. As Pattern grows, so will the need for positions that utilize these skills. Additionally, similar opportunities may exist in the future outside of the Operations umbrella that focus on different areas of our business.
What does success look like in the first 30, 60, 90 days?
30 Days:
Ability to understand and complete stakeholder requests related to edits and/or improvements to Tableau visualizations
General familiarity with our team's previously created Tableau dashboards and how they related to the operation
General understanding of Warehouse/Inventory Management operations including processes, procedures, stakeholders, and tools.
60 Days:
Ability to understand and complete stakeholder requests related to the net-new creation of Tableau Dashboards/Visualizations
Ability to perform basic/general Snowflake SQL queries sourced through ad hoc requests
Establishment of relationships with key operational stakeholders
90 Days:
Ability to see a request/idea through from its inception to the completion of a deliverable; This includes partnering with stakeholders for user stories, process understanding, and validation of the deliverable
Familiarity with previous tools/data models to the point of being able to proficiently troubleshoot issues
Ability to create a net-new data model based upon stakeholder feedback/business needs while adhering to our team's Data Engineering standards
What is the team like?
As an Operations Data Analyst, you will collaborate closely with cross-functional teams, including data analysts, supply chain experts, and business leaders. You'll work together to develop data-driven strategies and solutions that optimize inventory management and contribute to the overall success of the company. You'll report to the Director of Operations Planning, Analytics, & Strategy and have mentoring opportunities with the VP of Operations. This team is data driven and results oriented. You will collaborate regularly with members of your team to implement actionable solutions. Ideas and input are encouraged from all members.
Sounds great! What's the company culture?
Game Changers- A game changer is someone who looks at problems with an open mind and shares new ideas with team members, regularly reassesses existing plans and attaches a realistic timeline to goals, makes profitable, productive, and innovative contributions, and actively pursues improvements to Pattern's processes and outcomes.
Data Fanatics- A data fanatic is someone who recognizes problems and seeks to understand them through data, draws unbiased conclusions based on data that lead to actionable solutions, and continues to track the effects of the solutions using data.
Partner Obsessed- An individual who is partner obsessed clearly explains the status of projects to partners and relies on constructive feedback, actively listens to partner's expectations, and delivers results that exceed them, prioritizes the needs of your partners, and takes the time to create a personable experience for those interacting with Pattern.
Team of Doers- Someone who is a part of a team of doers uplifts team members and recognizes their specific contributions, takes initiative to help in any circumstance, actively contributes to supporting improvements, and holds themselves accountable to the team as well as to partners.
What is the hiring process?
Initial phone interview with Pattern's talent acquisition team
Video interview with a hiring manager
Onsite interview with a panel of team members
Professional reference checks
Executive review
Offer
How can I stand out as an applicant?
Discuss professional accomplishments with specific data to quantify examples
Provide insights on how you can add value and be the best addition to the team
Focus on mentioning how you would be partner obsessed at Pattern
Share experience on any side projects related to data and analytics
Why should I work at Pattern?
Pattern offers big opportunities to make a difference in the ecommerce industry! We are a company full of talented people that evolves quickly and often. We set big goals, work tirelessly to achieve them, and we love our Pattern community. We also believe in having fun and balancing our lives, so we offer awesome benefits that include:
- Unlimited PTO- Paid Holidays- Onsite Fitness Center- Company Paid Life Insurance- Casual Dress Code- Competitive Pay- Health, Vision, and Dental Insurance- 401(k) match. Pattern matches 100% of the first 3% in eligible compensation deferred and 50% of the next 2% in eligible compensation deferred.
Pattern provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$42k-66k yearly est. Auto-Apply 60d+ ago
Operations Analyst
Pattern 4.1
Lehi, UT jobs
Job DescriptionAre you obsessed with data, partner success, taking action, and changing the game? If you have a whole lot of hustle and a touch of nerd, come work with Pattern! We want you to use your skills to push one of the fastest-growing companies headquartered in the US to the top of the list.
Pattern accelerates brands on global ecommerce marketplaces leveraging proprietary technology and AI. Utilizing more than 46 trillion data points, sophisticated machine learning and AI models, Pattern optimizes and automates all levers of ecommerce growth for global brands, including advertising, content management, logistics and fulfillment, pricing, forecasting and customer service. Hundreds of global brands depend on Pattern's ecommerce acceleration platform every day to drive profitable revenue growth across 60+ global marketplaces-including Amazon, Walmart.com, Target.com, eBay, Tmall, TikTok Shop, JD, and Mercado Libre. To learn more, visit pattern.com or email *****************.
Pattern has been named one of the fastest growing tech companies headquartered in North America by Deloitte and one of best-led companies by Inc. We place employee experience at the center of our business model and have been recognized as one of Newsweek's Global Most Loved Workplaces .
We need an Operations Data Analyst who is a skilled professional with a passion for data. Do you possess strong SQL skills and the ability to create scalable data visualization solutions and also extract insights from data? If you are an analytical, entrepreneurial, and driven individual who thrives in a fast-paced environment, this is a position for you! This is a full-time role and will work a hybrid schedule based in Lehi, Utah.
What is a day in the life of an Operations Analyst?
Collaborate with cross-functional teams to analyze data and trends
Utilize SQL skills to extract insights from data and create foundational data models
Create impactful and action-driven data visualization solutions
Organize and translate operator requests into analytical deliverables
Present findings and recommendations to leadership
Implement data-driven solutions
What will I need to thrive in this role?
Strong proficiency in SQL, with the ability to write complex queries and analyze large datasets
Understanding of forecasting methodologies and experience developing and maintaining forecasting models
Demonstrated experience in data analysis and interpretation, with a keen eye for detail and accuracy
Intricate understanding of processes within an operational environment and how they relate to data inputs and outputs
Experience with data visualization tools, preferably Tableau or similar platforms, to create compelling and actionable reports
Entrepreneurial mindset with a proactive approach to problem-solving and a strong drive to go above and beyond expectations
Ability to learn quickly and adapt to evolving business needs and technologies
Ecommerce and CPG experience preferred, but not required
What does high performance look like?
Consistently drive improvements in forecasting accuracy and optimization
Efficiently automate manual processes to enhance efficiency
Deliver actionable insights through well-designed reports and presentations
Proactively identify opportunities for process enhancement and innovation
You give 100% to all tasks and projects
You take full ownership of the business and follow through to completion
What is my potential for career growth?
In this role, you will be exposed to a multitude of tangential skillsets including BI Visualization, Data Analysis, Data Engineering, Process Engineering, Software Development, and Product Management. As Pattern grows, so will the need for positions that utilize these skills. Additionally, similar opportunities may exist in the future outside of the Operations umbrella that focus on different areas of our business.
What does success look like in the first 30, 60, 90 days?
30 Days:
Ability to understand and complete stakeholder requests related to edits and/or improvements to Tableau visualizations
General familiarity with our team's previously created Tableau dashboards and how they related to the operation
General understanding of Warehouse/Inventory Management operations including processes, procedures, stakeholders, and tools.
60 Days:
Ability to understand and complete stakeholder requests related to the net-new creation of Tableau Dashboards/Visualizations
Ability to perform basic/general Snowflake SQL queries sourced through ad hoc requests
Establishment of relationships with key operational stakeholders
90 Days:
Ability to see a request/idea through from its inception to the completion of a deliverable; This includes partnering with stakeholders for user stories, process understanding, and validation of the deliverable
Familiarity with previous tools/data models to the point of being able to proficiently troubleshoot issues
Ability to create a net-new data model based upon stakeholder feedback/business needs while adhering to our team's Data Engineering standards
What is the team like?
As an Operations Data Analyst, you will collaborate closely with cross-functional teams, including data analysts, supply chain experts, and business leaders. You'll work together to develop data-driven strategies and solutions that optimize inventory management and contribute to the overall success of the company. You'll report to the Director of Operations Planning, Analytics, & Strategy and have mentoring opportunities with the VP of Operations. This team is data driven and results oriented. You will collaborate regularly with members of your team to implement actionable solutions. Ideas and input are encouraged from all members.
Sounds great! What's the company culture?
Game Changers- A game changer is someone who looks at problems with an open mind and shares new ideas with team members, regularly reassesses existing plans and attaches a realistic timeline to goals, makes profitable, productive, and innovative contributions, and actively pursues improvements to Pattern's processes and outcomes.
Data Fanatics- A data fanatic is someone who recognizes problems and seeks to understand them through data, draws unbiased conclusions based on data that lead to actionable solutions, and continues to track the effects of the solutions using data.
Partner Obsessed- An individual who is partner obsessed clearly explains the status of projects to partners and relies on constructive feedback, actively listens to partner's expectations, and delivers results that exceed them, prioritizes the needs of your partners, and takes the time to create a personable experience for those interacting with Pattern.
Team of Doers- Someone who is a part of a team of doers uplifts team members and recognizes their specific contributions, takes initiative to help in any circumstance, actively contributes to supporting improvements, and holds themselves accountable to the team as well as to partners.
What is the hiring process?
Initial phone interview with Pattern's talent acquisition team
Video interview with a hiring manager
Onsite interview with a panel of team members
Professional reference checks
Executive review
Offer
How can I stand out as an applicant?
Discuss professional accomplishments with specific data to quantify examples
Provide insights on how you can add value and be the best addition to the team
Focus on mentioning how you would be partner obsessed at Pattern
Share experience on any side projects related to data and analytics
Why should I work at Pattern?
Pattern offers big opportunities to make a difference in the ecommerce industry! We are a company full of talented people that evolves quickly and often. We set big goals, work tirelessly to achieve them, and we love our Pattern community. We also believe in having fun and balancing our lives, so we offer awesome benefits that include:
- Unlimited PTO- Paid Holidays- Onsite Fitness Center- Company Paid Life Insurance- Casual Dress Code- Competitive Pay- Health, Vision, and Dental Insurance- 401(k) match. Pattern matches 100% of the first 3% in eligible compensation deferred and 50% of the next 2% in eligible compensation deferred.
Pattern provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$42k-66k yearly est. Easy Apply 11d ago
Aircraft Maintenance Planning Analyst
Aero Technologies 4.1
Allentown, PA jobs
ABOUT AERO Aero is on a mission to elevate air travel-inspired by the golden age of aviation, designed for modern life. Direct, premium flights via private terminals offer guests the comfort of low-contact travel and the effortlessness of flying private. We pride ourselves on being dedicated hosts and expect the same commitment from every team member. That means: We prioritize safety above all else, personalize every experience, always assume best intentions, and act decisively.
ABOUT THIS ROLE
As an Aircraft Maintenance Planning Analyst at Aero, you will assist in the development and implementation of aircraft maintenance schedules and plans. This is an entry-level position, reporting to the Inventory and Compliance Manager, with the opportunity to learn more about the aviation industry. In this role, you will learn how to analyze maintenance records, reports, and performance data to identify trends, spot potential issues, and develop maintenance plans. You will also learn how to use an aircraft maintenance tracking program to forecast upcoming inspections. You will perform your duties in accordance with Aero's Continuous Airworthiness Maintenance Program (CAMP), General Maintenance Manual (GMM) and other essential manuals.
RESPONSIBILITIES
* Assist in creating and updating aircraft maintenance plans, including scheduled inspections and routine maintenance tasks
* Send maintenance work orders to stations and contracted vendors for planned maintenance events
* Meet daily with our Inventory and Compliance Manager to discuss maintenance schedules, review progress, and make any required changes
* Help answer technical questions for the Aero Team and external customers, by researching, obtaining, and supplying technical data
* Review progress of work orders with the Aircraft Maintenance Lead or Repair Station aircraft supervisors
* Ensure compliance with applicable aviation regulations, manufacturer guidelines, and internal maintenance policies and procedures
* Collaborate with various team members, including maintenance technicians, maintenance control, and inventory personnel to coordinate maintenance activities
* Maintain current and accurate aircraft maintenance status in company maintenance databases (Flightdocs)
* Place maintenance blocks in the Company's scheduling system for planned maintenance events
* Other projects as assigned
REQUIREMENTS
* Proficiency with company operating systems, including strong skills in Google Suite (Docs, Sheets, and Slides preferred).
* Ability to learn and work with Maintenance Tracking Programs (e.g., Veryon).
* Ability to interpret and apply technical data, including Maintenance Manual Programs, Aircraft Maintenance Manuals, and Supplemental Type Certificate (STC) requirements.
* Commitment to performing all tasks in compliance with Federal Aviation Administration (FAA) regulations, company manuals, and internal policies/procedures.
* Knowledge of aircraft maintenance principles, procedures, and regulations preferred.
* Strong verbal and written communication skills.
* Associate's degree or higher in Aviation Administration preferred.
BENEFITS & PAY
* Pay Range: $23.00 - $25.00 [per hour] in Allentown, PA [exact compensation may vary based on skills, experience, and location.]
* Time Off: accrued PTO and sick time, bereavement, and paid holidays.
* Benefits: medical, dental, vision, life, disability, 401k, dependent care FSA, health FSA.
$23-25 hourly 35d ago
Revenue Operations Analyst
Kenect 3.8
Pleasant Grove, UT jobs
About us Kenect is on a mission to revolutionize customer communication and engagement for businesses across North America. Founded with a deep understanding of the challenges businesses face in connecting with their customers, Kenect helps companies streamline communication, enhance customer satisfaction, and drive growth through its innovative messaging and reputation platform. Trusted by thousands of businesses, our passionate team is committed to building technology that fosters closer connections and helps businesses thrive in a digital-first world.
About this role
As a Revenue Operations Analyst, you'll transform complex data into insights that drive growth and strategy. You'll own critical reporting tools, support data pipelines, and partner with Sales and Marketing to uncover trends, identify opportunities, and guide business decisions. This role blends technical expertise with the ability to tell a clear story through data-turning numbers into actions that align teams and accelerate performance.
You'll work hands-on with Power BI, SQL, APIs, and Salesforce data while contributing to broader RevOps initiatives such as pipeline health analysis, forecasting, and process optimization.
This position is onsite at our Pleasant Grove, UT office- we're looking for someone excited to collaborate in person with our team.
What you will be doing
Build, maintain, and optimize dashboards and reports in Power BI.
Design and manage data models that support executive and operational reporting.
Work with ETL processes to move, clean, and transform data from multiple sources.
Write SQL queries (joins, schemas, relationships) to pull and validate data.
Use Python to connect with APIs and automate recurring data pulls or processes.
Partner with Sales and Marketing leadership to analyze funnel performance, conversion rates, and pipeline health.
Translate complex data into clear, actionable insights and present findings to stakeholders.
Ensure accuracy and consistency of revenue reporting across systems.
Collaborate with RevOps teammates to improve data structures and governance.
Provide support for Salesforce reporting and analysis, with an understanding of objects, fields, and relationships.
Document reporting processes and share best practices across the team.
Stay current on analytics trends, new BI features, and RevOps best practices.
Prepare clear, visually compelling PowerPoint presentations that summarize data insights and recommendations for executive audiences.
Skills & qualifications
3-5 years of experience in a data or revenue operations role.
Strong Power BI skills, including building and maintaining complex dashboards.
Working knowledge of ETL pipelines and data transformation best practices.
Solid SQL fundamentals: joins, schemas, relationships, and database design concepts.
Experience with Python, especially for API integration and data manipulation.
Ability to analyze data and create compelling, story-driven presentations for leadership.
Familiarity with Salesforce reporting and data structures (objects, relationships, fields).
Strong problem-solving and troubleshooting mindset.
Excellent communication and collaboration skills across technical and non-technical teams.
Proficiency in creating executive-ready PowerPoint presentations that clearly communicate complex data insights and recommendations.
Our company values we hope you showcase
See it, Solve it, Get it Done
Build, Adapt, Win
Unwavering Customer Obsession
What Kenect offers
Health, Dental, Vision, Life & Disability Insurance
Your birthday is a paid day off
Onsite gym
Breakroom full of snacks and drinks
Convenient location next to freeway entrance/exit
We believe in hiring self-motivated team members who can run alongside us without needing to be “managed” along the way. Yes, we have managers and 1:1s. Yes, we believe in giving open two-way feedback. We also believe in having team members who can run without the daily guidance that some companies prefer.
Kenect is an equal opportunity employer. We are an organization comprised of people of all kinds of backgrounds, and we believe this mix is precisely what makes us strong. All employment decisions at Kenect are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, family or parental status, or any other status protected under federal, state, or local law.
$42k-65k yearly est. Auto-Apply 60d+ ago
Product Operations Analyst
Upgrade 4.0
Phoenix, AZ jobs
Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we've helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We're backed by some of the most prominent technology investors and were most recently valued at $7.3B.
We're consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World's Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America's Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.
We're looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.
About the Role:
In this role, you'll act as the key link between operations, product, and customer experience teams-investigating root causes of customer pain points, monitoring system performance, and driving improvements across our internal platform. You'll manage incident escalations, gather insights from data and frontline teams, and help shape product enhancements through close cross-functional collaboration. This role will be based in our Phoenix office in a hybrid capacity.
What You'll Do:
Identifying root cause of issues and customer pain points through our platform's core services
Monitor key systems for Upgrade across operational areas including verifications, servicing, and customer support
Gather anecdotal and quantitative data across Upgrade's proprietary back-end tools and third party system integrations
Work closely with the operations and product teams to identify, troubleshoot and route issues across different product domains
Collaborate with customer experience teams to understand and create user stories to provide work scopes and feedback to product teams
Act as the operational subject matter expert for Upgrade's proprietary back-end tools
Responsible for incident management and escalation of issues related to our internal platform
Communicate in person with customer-facing teams regarding improvement opportunities and incident response
What We Look For:
Strong understanding and applied use of SQL
Experience with Web Analytics tools such as Heap, Full Story, Adobe, Google Analytics
Strong passion for delivering customer-centric outcomes
Critical thinking skills to recommend original and productive ideas
Ability to synthesize complex data into actionable goals
Ability to discern system, user error, procedural and product-related issues
Ability to field product related questions across Operations
Ability to learn data and system tools for troubleshooting
Nice to Have:
Product management experience
Experience working in a customer support center or similar domain experience
Experience working with loan products
Experience with third party APIs & solutions integration
Familiar with Atlassian products (Jira, Confluence, OpsGenie)
What We Offer You:
Competitive salary and stock option plan
100% paid coverage of medical, dental and vision insurance
Flexible PTO
Competitive 401(k) and RRSP program
Opportunities for professional growth and development
Paid parental leave
Health & wellness initiatives
#LI-Hybrid
For California residents:
Upgrade's California Notice at Collection and Privacy Policy
describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement
. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.
$47k-71k yearly est. Auto-Apply 60d+ ago
Revenue Operations Analyst, CX
Canopy 4.1
South Jordan, UT jobs
Job Description
Revenue Operations Analyst, CX
Canopy, South Jordan, UT
About Us
Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.
We aim to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. And we just secured $70M in Series C funding to help us fulfill that mission.
Click here to see why our clients (and investors) love Canopy.
Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!
The Opportunity
We are hiring a Revenue Operations Analyst, CX to support and scale our Customer Experience organization through systems ownership, data integrity, and operational excellence. This role sits at the intersection of Customer Success, Support, and Revenue Operations and plays a critical part in ensuring our post-sales teams have the tools, insights, and processes they need to drive customer value, retention, and growth.
As a Revenue Operations Analyst, CX, you will own and administer the core Customer Success technology stack, partner closely with CX leaders and frontline teams, and translate real-world workflows into scalable, reliable systems. If you enjoy digging into systems, improving processes, and enabling teams through clean data and smart automation, we'd love to hear from you
.
This is a hybrid position in South Jordan, Utah (M, W, F in-office).
What You'll Do
Own and administer the core Customer Success technology stack, primarily Gainsight and Salesforce, ensuring data accuracy, reliability, and usability.
Partner closely with Customer Success leadership, CSMs, and Support to understand workflows and translate them into scalable system processes.
Configure and maintain Gainsight functionality, including health scores, CTAs, success plans, and reporting.
Support Customer Success operations across key lifecycle moments such as onboarding, adoption, renewals, and churn.
Build and maintain dashboards and reports that provide actionable insights into CX performance and customer health.
Identify opportunities to improve data quality, reduce manual work, and streamline post-sales processes.
Serve as a trusted operational partner for CX teams, helping them work more efficiently and effectively.
What We're Looking For
1-2+ years of hands-on experience administering or supporting Salesforce (post-sales or Customer Success use cases preferred)
1-2+ years of experience with Gainsight, including health scores, CTAs, success plans, and reporting
Strong understanding of Customer Success metrics and workflows, including onboarding, adoption, renewals, and churn
Ability to translate business needs into system requirements and scalable solutions
Strong analytical and problem-solving skills with attention to detail
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
Bonus Points If You Have
Experience working closely with Support or Revenue Operations teams
Familiarity with SaaS retention metrics such as NRR, GRR, and churn analysis
Experience documenting processes or creating enablement materials for CX teams
Exposure to additional CX or RevOps tools beyond Salesforce and Gainsight
Why You Want to Work Here
🌴 Flexible Paid Time Off -
you're actually encouraged to use, plus 10 company holidays!
❤️️ 🩹 Health Benefits -
including Medical, Dental, and Vision and an HSA Match.
💰 401(k) -
we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
🧠 Mental Health -
all employees have access to Impact Suite & to our Employee Assistance Program (EAP).
👶 Paid New Parent Leave & Birthing Parent Leave -
so you're able to care for your little ones.
➕ Supplemental Benefits -
including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
🌟 Nectar -
our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!
🥳 Company Events
- including monthly company-wide meetings, summer parties, and more.
💡 ERG Committees
- to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
☕ Fully-stocked kitchen -
Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.
Our Values
We approach our work every day with a few things in mind:
🔑 Own -
we own this place! We focus on outcomes, holding ourselves & each other accountable.
🏆 Win -
we win by delighting our customers with the very best products and services.
👍 Do Good -
we work hard to be good people!
💡 Embrace Curiosity & Candor -
we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.
To learn more about us & our values, click here.
Interviewing @ Canopy
Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:
Once your application is received, we will review it and get back to you if we feel like it's a mutual fit!
20-minute phone call with the People Team
45-60-minute video or in-person interview with the Hiring Manager
1-3 rounds of interviews, depending on the role
Final Interview
Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call.
Remember
:
This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews-our hiring teams will always make sure to save time for questions at the end!
Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.
$42k-66k yearly est. 13d ago
Revenue Operations Analyst, CX
Canopy 4.1
South Jordan, UT jobs
Canopy, South Jordan, UT
About Us
Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.
We aim to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. And we just secured $70M in Series C funding to help us fulfill that mission.
Click here to see why our clients (and investors) love Canopy.
Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!
The Opportunity
We are hiring a Revenue Operations Analyst, CX to support and scale our Customer Experience organization through systems ownership, data integrity, and operational excellence. This role sits at the intersection of Customer Success, Support, and Revenue Operations and plays a critical part in ensuring our post-sales teams have the tools, insights, and processes they need to drive customer value, retention, and growth.
As a Revenue Operations Analyst, CX, you will own and administer the core Customer Success technology stack, partner closely with CX leaders and frontline teams, and translate real-world workflows into scalable, reliable systems. If you enjoy digging into systems, improving processes, and enabling teams through clean data and smart automation, we'd love to hear from you
.
This is a hybrid position in South Jordan, Utah (M, W, F in-office).
What You'll Do
Own and administer the core Customer Success technology stack, primarily Gainsight and Salesforce, ensuring data accuracy, reliability, and usability.
Partner closely with Customer Success leadership, CSMs, and Support to understand workflows and translate them into scalable system processes.
Configure and maintain Gainsight functionality, including health scores, CTAs, success plans, and reporting.
Support Customer Success operations across key lifecycle moments such as onboarding, adoption, renewals, and churn.
Build and maintain dashboards and reports that provide actionable insights into CX performance and customer health.
Identify opportunities to improve data quality, reduce manual work, and streamline post-sales processes.
Serve as a trusted operational partner for CX teams, helping them work more efficiently and effectively.
What We're Looking For
1-2+ years of hands-on experience administering or supporting Salesforce (post-sales or Customer Success use cases preferred)
1-2+ years of experience with Gainsight, including health scores, CTAs, success plans, and reporting
Strong understanding of Customer Success metrics and workflows, including onboarding, adoption, renewals, and churn
Ability to translate business needs into system requirements and scalable solutions
Strong analytical and problem-solving skills with attention to detail
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
Bonus Points If You Have
Experience working closely with Support or Revenue Operations teams
Familiarity with SaaS retention metrics such as NRR, GRR, and churn analysis
Experience documenting processes or creating enablement materials for CX teams
Exposure to additional CX or RevOps tools beyond Salesforce and Gainsight
Why You Want to Work Here
🌴 Flexible Paid Time Off -
you're actually encouraged to use, plus 10 company holidays!
❤️ 🩹 Health Benefits -
including Medical, Dental, and Vision and an HSA Match.
💰 401(k) -
we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
🧠 Mental Health -
all employees have access to Impact Suite & to our Employee Assistance Program (EAP).
👶 Paid New Parent Leave & Birthing Parent Leave -
so you're able to care for your little ones.
➕ Supplemental Benefits -
including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
🌟 Nectar -
our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!
🥳 Company Events
- including monthly company-wide meetings, summer parties, and more.
💡 ERG Committees
- to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
☕ Fully-stocked kitchen -
Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.
Our Values
We approach our work every day with a few things in mind:
🔑 Own -
we own this place! We focus on outcomes, holding ourselves & each other accountable.
🏆 Win -
we win by delighting our customers with the very best products and services.
👍 Do Good -
we work hard to be good people!
💡 Embrace Curiosity & Candor -
we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.
To learn more about us & our values, click here.
Interviewing @ Canopy
Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:
Once your application is received, we will review it and get back to you if we feel like it's a mutual fit!
20-minute phone call with the People Team
45-60-minute video or in-person interview with the Hiring Manager
1-3 rounds of interviews, depending on the role
Final Interview
Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call.
Remember
:
This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews-our hiring teams will always make sure to save time for questions at the end!
Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.
$42k-66k yearly est. Auto-Apply 13d ago
Credit Operations Analyst
Stripe 4.5
Atlanta, GA jobs
Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career.
About The Team:
The Risk Operations team is looking for a seasoned Credit Operations Analyst to join our industry-leading global credit operations team. As a Credit Analyst, you will lead complex operational processes, drive strategic programs, and architect growth-friendly solutions that reduce Stripe's credit risk at scale.
Did you know that only around 4% of the world's GDP comes from internet commerce? At Stripe, we believe that this represents a future with almost limitless potential for innovation, creativity and global prosperity. While the promise of a global online economy is palpable, it doesn't come without significant risk. Billions of dollars are processed by Stripe each year and the Credit Operations team works to ensure that exposure is minimized while facilitating company growth.
We are looking for someone with deep expertise in commercial credit, the payments ecosystem, and a strong track record of working collaboratively with peers and partners in the credit space while building and enhancing processes at scale. This person will work alongside a global team of analysts and lead cross-functional partnerships with engineering, strategy, sales, vendor management and more.
The right candidate for this role should have advanced understanding of general credit principals, risk management, and credit modeling. Successful candidates for the role will have a minimum of 6+ years experience in credit operations within the payments, fintech, or financial service spaces.
You Will:
Work with merchants from successful venture-backed startups to well established institutions, handling the most complex and high-value accounts
Lead in-depth credit reviews on high-risk and strategic merchants throughout their life cycle to identify credit concerns
Investigate and action/triage complex escalations across multiple channels while providing accurate and timely responses
Own critical operational processes that the team performs such as complex credit reviews and handling urgent risk-related escalations whilst upholding a strong commitment to process excellence and clear documentation
Identify risk factors & trends and lead the reporting of said trends to the wider risk team with strategic recommendations
Lead the use of analytics to optimize strategies which can be enforced across the portfolio
Maintain regular communication with cross-functional stakeholders and serve as a key point of contact for credit operations
Identify gaps in current systems, policies and strategies, and drive enhancements and process improvements
Lead and own team work streams related to credit decisioning & accuracy, providing updates in team and org wide business reviews
Who You Are:
We're looking for someone that meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.
Minimum Requirements:
7+ years of relevant experience with a deep understanding of general commercial credit principals
3+ years of experience leading risk related projects or initiatives working closely with cross-functional stakeholders
Proven track record of using data to propose creative solutions to both tactical and strategic problems
Creativity, a team-focused mentality, and highly effective problem solving skills
The ability and desire to question the status quo and drive meaningful change
The ability to approach challenges from a user perspective while being pragmatic and solutions oriented
Deep empathy for entrepreneurs running a business and are motivated to solve problems to empower them
Strong business judgment and demonstrated ability to navigate complexity independently
Strong proficiency using SQL to analyze data, drive insights, and create dashboards and visualizations
Nice to Have:
Credit experience in payments, e-commerce, or fintechs
Experience designing credit/risk workflows, analyst tooling, and processes/procedural workflows
$53k-75k yearly est. Auto-Apply 1d ago
Epic Certified Tapestry Analyst
E4Health 3.8
Pittsburgh, PA jobs
Description:
ABOUT US
At e4health, we Empower Better Health. The e4health Team is on a relentless mission to care for those teams who care for others. We bring our passion, ingenuity, and expertise to every engagement. In joining our Team, we want your help to provide our customers with powerful solutions in the pursuit of quality, integrity, clinical and financial value across healthcare.
Our People make the difference. Serving more than 400 hospitals and health systems nationwide for nearly two decades, e4health provides solutions to tackle the toughest problems in healthcare with unmatched technology, mid-revenue cycle, and operational expertise. e4health solutions streamline clinical, financial, and health information data and workflows, optimize coding, quality, and clinical documentation integrity processes, and address health IT operational challenges to deliver material results for healthcare organizations across the country. Learn more about us at **************
JOB SUMMARY/ESSENTIAL DUTIES AND RESPONSIBILITIES:
Guide clients through current workflows, upgrades, system changes and enhancements and ongoing system maintenance
Act as primary consultant for the client's solution troubleshooting, consultation and knowledge transfer
Cultivate and sustain relationships with clients to provide appropriate escalation of issues, solution knowledge and engagement support
Resolve escalated problems and issues using solution knowledge and expertise
Resolve complex client concerns raised during installation, operation, maintenance or solution application
Collaborate with business owners and key stakeholders to define requirements and solutions
Works with key project team members to define requirements, design the functional solution, identify and resolve project issues, and ensure the IT solution meets requirements
Builds positive relationships with business operations, ITS leadership, and vendors
Provide routine support and maintenance support to current production, and non-production, applications as assigned
Documents requirements defines scope and objectives, and formulates systems to parallel overall business strategies
Strong interpersonal skills and proven leadership skills working with complex projects and cross-functional teams
Provide knowledge transfer and mentoring to team members as necessary
REQUIRED QUALIFICATIONS:
Bachelors in Computer Science, Information Systems, Business, or other Health Care related field or equivalent experience
Relevant experience of 5+ years within a healthcare environment
Epic Tapestry Certification
Experience in one or more of the following: EDI, Hello World, Enrollment, Claims, Benefits, Contracts
Relevant Information Systems analyst experience of 5+ years
Able to establish and meet delivery dates
Ability to manage multiple projects and issues adjusting priorities as needed
Strong analytical and technical skills with ability to analyze issues, assess technical risks, and recommend sound solutions in a timely manner
Adeptness to learn new assignments, technologies, and applications quickly and manage multiple assignments simultaneously
Strong problem and issue resolution experience and create quality deliverables
KEY SUCCESS ATTRIBUTES:
Integrity, passion, and ethics are required
Demonstrates strong collaboration skills
Has strong analytic and problem-solving abilities and techniques
Exhibit consistent initiative with strong drive for results and success
Demonstrate commitment to a team environment?
Well-developed written, verbal, and presentation communication skills including deep listening and attention to detail
Ability to self-motivate and self-direct
Possess strong time management and organizational skills
Commitment and adherence to company Core Values
CORE COMPETENCIES:
High level of integrity & ethical judgement
Communication
Consistency and Reliability
Meeting Standards
401(k) ELIGIBILITY
e4health offers a retirement benefits package including 401(k) with company match.
Full-time employees will be eligible to contribute to a 401(k)-retirement account after successfully completing 90 days of employment.
Part-time employees will be eligible to contribute to a 401(k)-retirement account after completing 250 hours of worktime.
The items listed below pertain to Full-Time Employees only
BENEFITS:
We offer an excellent salary, medical, dental, vision, life, short/long term disability insurance, and PTO policy.
PHYSICAL DEMANDS OF THE ESSENTIAL FUNCTIONS:
Sitting, talking, hearing and near vision are required over 90% of the time. Feeling is required over 90% of the time and reaching is required about 50% of the time. The ability to travel to field sites may be required up to 15% of the time.
WORKING CONDITIONS WHILE PERFORMING ESSENTIAL FUNCTIONS:
Over 90% of the time is spent indoors, with protection from weather conditions. Exposure to noise levels that may be distracting or uncomfortable is present in only unusual situations.
PAY RANGE
Pay range for this position is $75-95hr.
e4health is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
At our organization, we believe in the principles of pay transparency to foster a fair and equitable workplace for all employees. In alignment with this commitment, we openly communicate salary ranges, bonus structures, and additional financial benefits associated with each position. We believe that transparency in compensation not only promotes trust and accountability but also helps mitigate wage gaps and biases. By providing clear and comprehensive information about compensation in our job descriptions, we aim to create a transparent and inclusive environment where all employees feel valued and respected. Join us in building a culture of fairness and transparency as we strive for excellence together.
Requirements:
$53k-79k yearly est. 5d ago
Senior Analyst, Platform Underwriting
Checkout.com 4.7
Atlanta, GA jobs
We're Checkout.com - you might not know our name, but companies like eBay, ASOS, Klarna, Uber Eats, and Sony do. That moment when you check out online? We make it happen. Checkout.com is where the world checks out. Our global network powers billions of transactions every year, making money move without making a fuss. We spent years perfecting a service most people will never notice. Because when digital payments just work, businesses grow, customers stay, and no one stops to think about why.
With 19 offices spanning six continents, we feel at home everywhere - but London is our HQ. Wherever our people work their magic, they're fast-moving, performance-obsessed, and driven by being better every day. Ideal. Because a role here isn't just another job; it's a career-defining opportunity to build the future of fintech.
Job Description
We are looking for a seasoned underwriter with a background in payments, due diligence, and financial analysis to join our Platforms Underwriting team in Atlanta.
You will be part of a team that is responsible for underwriting applications for customers utilizing Checkout.com's solution for platforms, primarily Payment Facilitators, Marketplaces, and Staged Digital Wallet Operators. This team focuses on analysis relevant to Customer Due Diligence, Enhanced Due Diligence, Business Model, Credit, and Financial Analysis.
This role offers unique exposure to our core business areas, collaborating closely with our key internal players (Commercial, Compliance, Risk, Legal teams and Senior Management) and our high-value merchants and partners.
How you'll make an impact
* Conduct business model analysis and a holistic assessment of a customer's risk profile, leveraging your proficient-level understanding of the risks and requirements of different Platform models (ISVs, Payfacs, Marketplaces, Staged Digital Wallets, MORs).
* Conduct customer due diligence and enhanced due diligence analysis on prospective customers including KYC, KYB, PEP, Sanctions, and Adverse Media screening.
* Conduct expert-level analysis of P&L, balance sheet, and cash flow statements of Platform models and other high-risk sectors.
* Prepare persuasive summaries to internal stakeholders and risk committees, identifying mitigants and making balanced recommendations for each deal.
* Represent the Platform Underwriting team in leading and attending customer calls and meetings alongside Sales or Account Managers.
* Approve individual credit submissions in line with approval authority.
* Identify operational issues and areas for improvement, and make detailed recommendations on how to improve the merchant onboarding experience.
* Act as a mentor to new or junior team members through training initiatives and credit approvals.
* Foster a culture of collaboration with key internal stakeholders, in particular Sales/Account Managers, and first and second line Risk and Compliance personnel and Legal.
* Contribute to department and cross-functional projects/initiatives as required.
What we're looking for
* Proficient-level understanding of Checkout's Platform product offering, including features and limitations, and the ability to independently classify different Platform models.
* Expert-level financial statement analysis and credit exposure assessment ability.
* Demonstrated ability to make sound judgments, balancing risk and reward.
* Competent escalation management, acting with urgency to ensure escalations are prioritized, owned, and resolved effectively.
* Ability to continually monitor and independently manage competing priorities and adjust accordingly without impact to SLA attainment.
* Excellent written and interpersonal communication skills, with concise presentation skills and the ability to deliver complex messages clearly.
* A passion for operational improvement initiatives and the ability to contribute to broader department initiatives and projects.
* Possess a 'customer first' approach to delivering creative solutions.
Experience you'll bring to the role
* 6+ years of direct experience related to financial analysis or merchant underwriting.
* 5+ years of work experience related to due diligence, merchant underwriting, or equivalent underwriting work.
* Demonstrable experience related to customer due diligence, enhanced due diligence, merchant underwriting, credit insurance, and/or commercial lending.
* Subject matter expertise in AML/CTF and/or underwriting and financial analysis.
* Domain expertise within the payments or Fintech industry will be preferable.
* Previous experience coaching or mentoring is desirable.
Bring all of you to work
We create the conditions for high performers to thrive - through real ownership, fewer blockers, and work that makes a difference from day one.
Here, you'll move fast, take on meaningful challenges, and be recognized for the impact you deliver. It's a place where ambition gets met with opportunity - and where your growth is in your hands.
We work as one team, and we back each other to succeed. So whatever your background or identity, if you're ready to grow and make a difference, you'll be right at home here.
It's important we set you up for success and make our process as accessible as possible. So let us know in your application, or tell your recruiter directly, if you need anything to make your experience or working environment more comfortable.
Life at Checkout.com
We understand that work is just one part of your life. Our hybrid working model offers flexibility, with three days per week in the office to support collaboration and connection.
Curious about what it's like to be part of our team? Visit our Careers Page to learn more about our culture, open roles, and what drives us.
For a closer look at daily life at Checkout.com, follow us on LinkedIn and Instagram
$80k-110k yearly est. Auto-Apply 28d ago
Senior Analyst, Platform Underwriting
Checkout.com 4.7
Atlanta, GA jobs
We're Checkout.com - you might not know our name, but companies like eBay, ASOS, Klarna, Uber Eats, and Sony do. That moment when you check out online? We make it happen.
Checkout.com is where the world checks out. Our global network powers billions of transactions every year, making money move without making a fuss. We spent years perfecting a service most people will never notice. Because when digital payments just work, businesses grow, customers stay, and no one stops to think about why.
With 19 offices spanning six continents, we feel at home everywhere - but London is our HQ. Wherever our people work their magic, they're fast-moving, performance-obsessed, and driven by being better every day. Ideal. Because a role here isn't just another job; it's a career-defining opportunity to build the future of fintech.
Job Description
We are looking for a seasoned underwriter with a background in payments, due diligence, and financial analysis to join our Platforms Underwriting team in Atlanta.
You will be part of a team that is responsible for underwriting applications for customers utilizing Checkout.com's solution for platforms, primarily Payment Facilitators, Marketplaces, and Staged Digital Wallet Operators. This team focuses on analysis relevant to Customer Due Diligence, Enhanced Due Diligence, Business Model, Credit, and Financial Analysis.
This role offers unique exposure to our core business areas, collaborating closely with our key internal players (Commercial, Compliance, Risk, Legal teams and Senior Management) and our high-value merchants and partners.
How you'll make an impact
Conduct business model analysis and a holistic assessment of a customer's risk profile, leveraging your proficient-level understanding of the risks and requirements of different Platform models (ISVs, Payfacs, Marketplaces, Staged Digital Wallets, MORs).
Conduct customer due diligence and enhanced due diligence analysis on prospective customers including KYC, KYB, PEP, Sanctions, and Adverse Media screening.
Conduct expert-level analysis of P&L, balance sheet, and cash flow statements of Platform models and other high-risk sectors.
Prepare persuasive summaries to internal stakeholders and risk committees, identifying mitigants and making balanced recommendations for each deal.
Represent the Platform Underwriting team in leading and attending customer calls and meetings alongside Sales or Account Managers.
Approve individual credit submissions in line with approval authority.
Identify operational issues and areas for improvement, and make detailed recommendations on how to improve the merchant onboarding experience.
Act as a mentor to new or junior team members through training initiatives and credit approvals.
Foster a culture of collaboration with key internal stakeholders, in particular Sales/Account Managers, and first and second line Risk and Compliance personnel and Legal.
Contribute to department and cross-functional projects/initiatives as required.
What we're looking for
Proficient-level understanding of Checkout's Platform product offering, including features and limitations, and the ability to independently classify different Platform models.
Expert-level financial statement analysis and credit exposure assessment ability.
Demonstrated ability to make sound judgments, balancing risk and reward.
Competent escalation management, acting with urgency to ensure escalations are prioritized, owned, and resolved effectively.
Ability to continually monitor and independently manage competing priorities and adjust accordingly without impact to SLA attainment.
Excellent written and interpersonal communication skills, with concise presentation skills and the ability to deliver complex messages clearly.
A passion for operational improvement initiatives and the ability to contribute to broader department initiatives and projects.
Possess a ‘customer first' approach to delivering creative solutions.
Experience you'll bring to the role
6+ years of direct experience related to financial analysis or merchant underwriting.
5+ years of work experience related to due diligence, merchant underwriting, or equivalent underwriting work.
Demonstrable experience related to customer due diligence, enhanced due diligence, merchant underwriting, credit insurance, and/or commercial lending.
Subject matter expertise in AML/CTF and/or underwriting and financial analysis.
Domain expertise within the payments or Fintech industry will be preferable.
Previous experience coaching or mentoring is desirable.
Bring all of you to work
We create the conditions for high performers to thrive - through real ownership, fewer blockers, and work that makes a difference from day one.
Here, you'll move fast, take on meaningful challenges, and be recognized for the impact you deliver. It's a place where ambition gets met with opportunity - and where your growth is in your hands.
We work as one team, and we back each other to succeed. So whatever your background or identity, if you're ready to grow and make a difference, you'll be right at home here.
It's important we set you up for success and make our process as accessible as possible. So let us know in your application, or tell your recruiter directly, if you need anything to make your experience or working environment more comfortable.
Life at Checkout.com
We understand that work is just one part of your life. Our hybrid working model offers flexibility, with three days per week in the office to support collaboration and connection.
Curious about what it's like to be part of our team? Visit our Careers Page to learn more about our culture, open roles, and what drives us.
For a closer look at daily life at Checkout.com, follow us on LinkedIn and Instagram
$80k-110k yearly est. Auto-Apply 30d ago
Underwriting Analyst
Forward Financing 4.2
Salt Lake City, UT jobs
Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work , Forward is investing in its employees, technology, and customer experience - with long-term success in mind every step of the way.
As an Underwriting Analyst, you will evaluate business data to assess financing eligibility and determine risk-adjusted pricing decisions.
In this role you will:
Learn and follow Forward Financing's process and guidelines to confidently issue profitable underwriting decisions.
Analyze and interpret small business data related to financing applications to determine the appropriate amount of capital that the business can afford.
Gauge risk profile while understanding customers' business needs, opportunities and challenges.
Advise internal sales reps to offer appealing small business financing options.
Work with other members of the Underwriting department on initiatives to improve processes.
Why you should apply:
Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that's from home, in the office, or a combination of both) with flexible hours.
Role Requirements:
(Even if you don't check every box, but see yourself contributing, please apply.)
Bachelor's degree.
Ability to pick up on patterns in data and make good decisions based on these patterns.
Analytical and self-motivated professional with a track record of exercising good judgment when making business decisions.
Proficient in reviewing data and making decisions in situations that contain some level of ambiguity.
Compensation:
Annual Targeted Salary: $60,000-$65,000 USD
Monthly Variable: You have the potential to earn an additional $2,000 USD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.
At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.
Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.
Total Rewards:
Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.
When we aren't collaborating to drive business and support our customers, we're finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!
Forward Financing Core Values:
Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday's best.
About Us:
Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing - delivering an upfront sum of working capital in exchange for a set amount of the business's future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver funds same day - giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.
Since 2012, Forward has expanded access to capital by providing over $4.1 billion in funding to more than 80,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work , Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.
US Equal Opportunity Employment Information
Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we're able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.
California Employee Privacy Policy
$60k-65k yearly Auto-Apply 48d ago
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