Outdoorsy jobs in Austin, TX - 11897 jobs

About the Outdoorsy Group and Wheelbase Pro Founded in 2015, the Outdoorsy Group pioneered access to the outdoors by creating the world's leading outdoor travel ecosystem. Millions of guests trust the Outdoorsy.com RV rental marketplace to help them create lifelong family memories, while host partners are empowered to grow their businesses. Wheelbase, the Group's industry-leading fleet management platform, underpins the professional RV rental ecosystem, serving as the essential, cloud-based software that enables professional operators to streamline operations, maximize revenue, and manage fleets across multiple channels. This transformative tool handles everything from online bookings and payment processing to real-time inventory synchronization with Outdoorsy.com. The Role Outdoorsy is seeking a Specialty Booking Coordinator to join our team in Austin, TX. This person will own and scale our high-value, complex booking channels: one-way rentals, long-term bookings, and group reservations. Currently, these specialized bookings require significant manual coordination, creating operational bottlenecks while representing substantial untapped revenue across our Wheelbase platform. By facilitating just 8-12 specialty bookings per month (conservative estimate), this position will generate $150K-300K+ in annual revenue while delivering significant lifetime value to our professional rental operators. The Opportunity We're at an inflection point. Guests are asking for one-way rentals, long-term bookings, and group/event reservations-but we lack the infrastructure and dedicated resources to capture this demand efficiently. You'll build the playbook, own the relationships, and prove out these revenue channels. Group event bookings are particularly important, as we look to expand our relationship with different industries to support events. Requirements Who You Are You're a logistics thinker who loves solving puzzles. You thrive on making impossible bookings happen, get energized by building relationships with operators, and understand how to balance customer delight with operational efficiency. You're comfortable in ambiguity and excited to build something from scratch. You are personally invested in the experience of our customers. Revenue-Driven: You understand that every booking you facilitate directly impacts both our business and our pros' success. Relationship Builder: You can quickly build trust with rental operators and become their go-to person for complex bookings. Operationally Savvy: You think in systems and processes, documenting what works so it can scale. Problem Solver: When there are 5 obstacles to a booking, you figure out creative solutions to all 5. Startup Mentality: Comfortable with rapid iteration, shifting priorities, and lean operations. Community builder: Excels in building strong relationships with new and existing partners. Key Responsibilities Direct Booking Facilitation Own end-to-end coordination of one-way, long-term, and group bookings from inquiry to completion. Work directly with rental operators (pros) or p2p owners to match supply with specialized demand. Navigate logistics challenges: positioning fees, vehicle transfers, multi-location coordination, and custom pricing. Serve as a white-glove concierge for high-value bookings that require extra attention. Respond to specialty booking inquiries within 2 hours during business hours. Relationship & Network Building Develop trusted relationships with 20-30 core pros across key markets who can reliably fulfill specialty bookings and cancellations. Understand each operator's fleet, geographic coverage, and appetite for different booking types. Create informal "networks" of pros who can support each other with vehicle positioning and transfers. Host quarterly check-ins with top specialty booking partners. Process Development & Scaling Document successful booking patterns and create playbooks for each specialty booking type. Identify product/tech requirements to reduce manual work and scale operations. Build pricing frameworks for one-way fees, long-term discounts, and group bookings. Develop understanding of competitor landscape and identify opportunities to partner and/or improve. Track metrics on inquiry-to-booking conversion, average booking value, and operator satisfaction. Collaborate with Product and Engineering teams to prioritize features that enable self-service for specialty bookings. Revenue Optimization Maximize conversion rates on specialty booking inquiries (target: 60%+). Identify and pursue high-value corporate/long-term booking opportunities. Create upsell opportunities within specialty bookings (insurance, add-ons, etc.). Build relationships with corporate travel coordinators, event planners, and relocation services. Qualifications Required: 3+ years in operations, logistics, sales operations, or account coordination. Track record of revenue generation or quota achievement. Exceptional communication skills-both written and verbal. Highly organized with the ability to manage multiple complex transactions simultaneously. Comfortable with data and metrics to drive decisions. Startup or high-growth company experience. Able to work in-person from the Austin office 5 days/week. Preferred: Experience in the rental, hospitality, travel, or logistics industries. Familiarity with fleet management, vehicle rentals, or marketplace dynamics. Previous role involving B2B relationship management. Knowledge of RV or automotive rental operations. Nice-to-Haves: Experience with SaaS platforms or dual-sided marketplaces. Background in sales or business development. Understanding of insurance/protection products in rentals. Success Metrics (KPIs): Primary: Specialty bookings closed per month (one-way, long-term, group). Total booking value facilitated monthly/quarterly. Conversion rate on specialty booking inquiries. Secondary: Number of active "network pros" participating in specialty bookings. Average days to close specialty bookings. Customer satisfaction scores from both renters and pros. Percentage of repeat specialty bookings from same pros. ROI Target: Generate minimum $150K annual commission revenue (3x+ loaded compensation) within 6 months. Benefits Why You'll Love Working Here Competitive Salary: The base salary for this position is $50,000, with an On-Target Earnings (OTE) of $65,000 - $80,000 due to earned commission. Growth Opportunity: Join a company in its early stages and help build its foundation for success. Equity: Opportunity to earn equity compensation. Comprehensive Benefits: We offer a full health and welfare benefits package, a 401(k) match, and flexible Paid Time Off. Fun Office Atmosphere: Lively office, stocked with endless snacks, regular Happy Hours, catered lunches, and team building events. Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Service (Corporate Trust - CLO/Structured Finance/Loans) to join our Structured Debt Client Platform team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY. Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem-solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base. Provides key individuals at assigned clients information related to BNY products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader BNY services and offerings. Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY. Resolves the most complex or non-routine client issues or inquires, as needed. Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses broad understanding of BNY products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and BNY client needs to help develop process improvements. Provides guidance to less experienced team members. Supports multiple, complex client accounts. To be successful in this role, we're seeking the following: Bachelor's degree in Business, Finance, or a related field. Advanced degree or professional certification preferred. Typically 7-12 years of experience. Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions. Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams. Proficiency in client service operations and a thorough understanding of industry regulations and standards. Client Service/Operations experience within financial services is strongly preferred. Corporate Trust background strongly preferred. CLO/CDO background strongly preferred. SOLVAS background preferred. Finance/accounting, compliance/reporting, reconciliation background experience strongly preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Associate, Fund Administration At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Fund Administration - IC1 to join our Fund Administration team. This role location is based in Lake Mary FL. In this role, you'll make an impact in the following ways: • Perform a variety of fund administration activities, including expense allocation, budgeting, cash allocation, analysis of fund metrics and compliance • Calculate daily fund position and cash reconciliations, resolve discrepancies and escalate issues to more senior colleagues • Synthesize, report and assist in analyzing fund revenues, expenses, profitability and other key metrics • Work with clients to communicate fund expense and performance information, and answer straightforward questions about funds • Review fund data and monitor compliance with all regulatory, BNY Mellon and client specifications • Work with internal and external auditors to provide requested information • Compile and assist in analyzing fund performance data for inclusion in Board of Directors report materials • Review fund expense budgeting conducted by support staff • Contribute to the achievement of team objectives To be successful in this role, we're seeking the following: • Bachelor's degree in accounting or the equivalent combination of education and experience • 0-3 years of total work experience preferred • Experience in accounting or fund administration preferred • No direct reports At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: • America's Most Innovative Companies, Fortune, 2025 • World's Most Admired Companies, Fortune 2025 • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Processing to join our Client Processing team. This role is located in Lake Mary, FL (4days in the office per week). In this role, you'll make an impact in the following ways: Interaction with Fund Manager and Fund's staff Interaction with the Fund's Investors & prospective Investors Review of Investor subscription documents Obtaining complete trade and AML documentation from prospective Investors Inputting Investor profile, documentation and trades into Praeeo / Internal System Maintaining Investor records across various internal systems Production of Investor confirmations, statements, ad hoc reporting (including ERISA holdings reports & audit requests) and general correspondence Processing Client and Investor requests for web access Oversee operational processes or a small team Review submitted work and hold regular meetings with staff Additional duties and projects as assigned To be successful in this role, we're seeking the following: BS or BA in a business-related field preferred 1-3 years experience in Financial Services, preferably Investor Relations in a complex industry such as alternative investments Strong Microsoft Office skills, with a focus on Excel Proven customer service skills At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Vice President, Client Processing At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Processing - IC4 to join our Client Processing team. This role location is Lake Mary FL. In this role, you'll make an impact in the following ways: • Provide complex analytics and reporting services, working to improve and automate Client Processing systems • Manage complex external client issues including ongoing client servicing, post-sales support, resolving operational issues, and product implementations • Assist in communicating needs and issues with internal and external clients • Participate in innovative product development, product enhancement, and system testing to ensure accurate and efficient processing of high-value transactions • Solve complex problems using in-depth system knowledge and apply creativity to determine permanent resolutions • Provide technical assistance and support to lower level client processing roles • Supervise a small Client Processing team and contribute to the achievement of team objectives To be successful in this role, we're seeking the following: • Bachelor's degree or equivalent combination of education and experience required; advanced/graduate degree preferred • 7-10 years of total work experience preferred • Experience in brokerage processing preferred • Applicable local/regional licenses or certifications as required by the business • People leadership experience supervising a small team At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: • America's Most Innovative Companies, Fortune, 2025 • World's Most Admired Companies, Fortune 2025 • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Associate, Fund Reporting At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Fund Reporting - IC2 to join our Fund Accounting team. This role is located in Lake Mary FL In this role, you'll make an impact in the following ways: • Prepares and reviews accounting statements on behalf of clients. • Assists in working with auditors and clients to ensure statements are accurately produced and verified on a timely basis. • Reviews fund balance sheet, income statement, statement of cash flows, and statement of shareholders equity to ensure reported numbers are reconciled. • Drafts accounting statements and reports, incorporating fund calculations, for clients to review fund performance. • Ensures completeness and accuracy of disclosure and that financial reports meet Corporate and applicable regulatory standards. • Assists in collaborating with auditors and clients to make changes to financial reports and ensure they accurately depict fund performance. • Assists in developing materials for presentation to Board of Directors. • Escalates more complex accounting discrepancies to senior team members. • Provides guidance to less experienced team members and may have people management responsibilities in some geographies. • Contributes to the achievement of team objectives. To be successful in this role, we're seeking the following: • Bachelor's degree in accounting or the equivalent combination of education and experience. • 3-5 years of total work experience preferred. • Experience in accounting preferred. • Ability to collaborate effectively with auditors, clients, and internal teams. • People leadership experience (if applicable) or willingness to provide guidance to junior team members. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: • America's Most Innovative Companies, Fortune, 2025 • World's Most Admired Companies, Fortune 2025 • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Core Clearing Client Processing Representative I to join our Global Clearing Operations team. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: Provide complex analytics and reporting services, working to improve and automate Core Clearing systems Handle complex external client issues including servicing various programs, resolving operational issues, and product implementations Responsible for the cashiering of securities and the processing of new issues, wire transfers, and security exchanges Review and approve transactions through various workflows Solve complex problems based on an understanding and knowledge of the intricacies of the system Participate in innovative product development, product enhancement, and system testing to ensure that Global Clearing products continue to accurately and efficiently process high value transactions To be successful in this role, we're seeking the following: High school/secondary school diploma or the equivalent combination of education and experience is required; Bachelor's degree preferred. 5-7 years of total work experience preferred. Series 7 and Series 24 FINRA licenses preferred Experience in DTC, Fed, or Non-US Market clearance and settlements operations preferred Prior hands-on experience with AI prompting and automation projects highly preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Associate, Client Operations Representative At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Service - S4 to join our Client Service team. This role is located in Lake Mary FL In this role, you'll make an impact in the following ways: • Serve as the technical expert for complex transactions and processes on a daily basis and provide work direction for the team. • Independently assist clients by responding to complex phone, email, and other inquiries regarding company products, services, and procedures. • Research and resolve complex operational or client issues, providing status updates on problem resolution and outstanding issues to other teams. • Assist with process improvement by contributing ideas to improve team efficiency and coordinate implementation of resulting process changes. To be successful in this role, we're seeking the following: • High school/secondary school diploma or equivalent combination of education and experience required; Bachelor's degree preferred. • 3-5 years of total work experience preferred. • Experience in financial services preferred. • Ability to provide guidance to less experienced staff and potentially serve as team leader. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: • America's Most Innovative Companies, Fortune, 2025 • World's Most Admired Companies, Fortune 2025 • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

VICE PRESIDENT, OPS CLIENT SERVICE MANAGER At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, OPS Client Service Manager to join our team. The position is located in Lake Mary, Florida (4 days in office per week). In this role, you'll make an impact in the following ways: Lead the client operations and reporting team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles. Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions. Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting. Serve as the primary point of contact for key clients, addressing their needs and concerns with professionalism and expertise. Monitor and analyze performance metrics to identify areas for improvement and implement corrective actions to enhance client satisfaction. Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management. To be successful in this role, we're seeking the following: Bachelor's degree in Business Administration, Finance, or a related field. Advanced degree or relevant certifications are a plus. Typically 4-7 years of experience and 0-1 years of management experience. Experience in an operational area and/or client services is preferred. Strong leadership and team management skills. Excellent analytical and problem-solving abilities. Effective communication and interpersonal skills for client interaction and collaboration across teams. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Analyst, Derivatives, Middle Office II At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Analyst to join our Middle Office team. This role is located in Pittsburgh, PA / Lake Mary, FL (4 days in office per week). In this role, you'll make an impact in the following ways: Under minimal supervision, provides accounting and trading support activities for funds of moderate complexity. Performs reviews of moderately complex documents processed from across the Bank to confirm compliance with established processes and procedures. Reviews moderate volume of documents to ensure processors followed established procedures and took on minimal risk. Leverages some knowledge of processes of procedures to confirm findings. Tracks fund data and trades. Maintains records of moderate complexity in accordance with department policies and procedures. Searches for fail points in processes and drafts error reports to be provided to clients. Has some knowledge of compliance rules and service level agreements. To be successful in this role, we're seeking the following: Basic Qualifications: 1-3 years of experience Financial Services or Banking Ability to learn new processes Business communication with internal and client stakeholders Preferred: 1-3 years of experience in Middle Office Operations Derivatives Operations and/or Corporate Actions Operations Advanced Excel Skills Some experience with Data Analysis and Visualization tools (for ex: Power BI) At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Cash Management Team Lead to join our Global Payments & Trade team. This role is located in Lake Mary, FL or Pittsburgh, PA. In this role, you'll make an impact in the following ways: Lead and execute daily liquidity and funds control activities - ensuring accuracy, control, and timely settlement across global payment flows. Partner with Technology, Treasury, and Operations to enhance real-time liquidity visibility, forecasting accuracy, and intraday funding efficiency. Use data to tell the story - uncover trends, highlight risks, and drive automation and standardization initiatives. Oversee reconciliations, cash forecasting, exception management, and intraday liquidity monitoring across the Americas Embed governance, risk, and compliance standards into every process, ensuring audit readiness and robust controls. Develop and mentor talent, fostering an accountable, high-performance culture that thrives under pressure. To be successful in this role, we're seeking the following: High school/secondary school or the equivalent combination of education and experience is required. Bachelor's degree preferred. 12 plus years of technical and management experience preferred. Deep experience in Liquidity Operations, Funds Control, or Treasury Operations within an investment banking or global payments environment. Strong knowledge of Liquidity Direct, Indirect flows, CFC, and GFC frameworks. Proven ability to lead teams AND roll up your sleeves to tackle operational challenges head-on. Expertise in payment flows, Nostro accounts, intraday liquidity, cash forecasting, and reconciliation systems (TLM, SWIFT, etc.). Analytical mindset with the ability to translate data into actionable insights. Risk awareness, ownership mentality, and ability to thrive in a high-volume, fast-paced environment. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Associate, Client Processing I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Processing I to join our Global Clearing Operations team. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues. Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues. Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues. Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients. Performs complex operational tasks in a product or functional area. Contributes to the achievement of team objectives To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 0-3 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Client Service Officer At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Service Officer (CSO) to join our US Transfer Agency team. This role is located in Lake Mary FL. In this role, you'll make an impact in the following ways: • Oversee service levels across operating and systems areas, identifying and addressing weaknesses. • Provide management reporting to clients and facilitate ongoing client review sessions and operational meetings. • Act as the client's advocate within BNY, ensuring satisfaction and escalating issues to senior management as needed. • Partner with Operations to eliminate non-value-added processes and drive client initiatives such as fund mergers, liquidations, and conversions. To be successful in this role, we're seeking the following: • Strong background in operations, systems, and company policies. • Proven ability to resolve client issues effectively. • Experience in financial management, contract negotiation, and project leadership. • Excellent communication, teamwork, and problem-solving skills. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: • America's Most Innovative Companies, Fortune, 2025 • World's Most Admired Companies, Fortune 2025 • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Senior Associate, Client Processing - Liquidity & Financing Platform Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Processing - Liquidity & Financing Platform Operations to join our Middle Office team. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: Multiple shift times with a 6 am & 10 am EST start time Management consulting objectives to include leading multi-workstream engagements, resourcing, and day-to-day client relationships. Translate business objectives into engagement scope, approach, and deliverables. Drive consensus across senior stakeholders; manage risks and ensure value realization. Provide complex analytics. reporting & consulting services, working to improve and automate Client Processing systems Manage moderate to complex external client issues and directly advise other organizational units/teams to ensure timely delivery of service or resolution of issues Meet with organizational units/teams to ensure problems and accounting & reporting issues are addressed appropriately and resolved in a timely manner Participate in product development, product enhancement, management consulting with internal constituents and system testing to ensure accurate and efficient processing of high value transactions To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience 5-7 years of total work experience preferred Experience across Fixed Income Clearing Corporation (FICC) products, with knowledge of fixed income and repo/securities lending markets Practical exposure to trade lifecycle and controls for FICC and secured loans: pre‑trade checks, booking, confirmations, settlements, reconciliations, fails management Experience in brokerage processing preferred Applicable local/regional licenses or certifications as required by the business At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Processing I to join our GSS Enablement Operations team. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: Manage primary dealer relationship by facilitating products, such as overnight/term triparty repurchase (repos) agreements, and general collateral finance repos, utilizing collateral management tools and collaborating with other functional teams. Perform routine and non-routine client service and transactional support functions Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues Process account related transactions per scheduled events/client authenticated direction Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 0-3 years of total work experience is preferred Experience in brokerage processing is preferred Prior loan operations experience in a financial service setting preferred Detail oriented Excellent verbal and written communication abilities Ability to self-manage, prioritize, and execute workload Familiarity with technical applications to include, but not limited to, Microsoft Office applications At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate to join our Corporate Actions team. This role is located in Lake Mary, Florida ( 4 days in office per week) In this role, you'll make an impact in the following ways: Perform mandatory and voluntary corporate action-related custody and accounting processing requirements, such as dividend payments, reorganizations/proxy, bond redemptions, and more. Manage and control high levels of risk and liability inherent in various functions, including reconciliation activities, client reporting, and proration on transactions. Proactively recognize, research, and process moderately intricate mandatory and voluntary corporate action events, including daily interpretation, monitoring, scrubbing, and notification of complex global market events. Balance entitlements, process liability notices, dividend and interest payments, class action suits, and determine the impact of events while disseminating information to investors and client accounts. To be successful in this role, we're seeking the following: Bachelor's degree in a related discipline or the equivalent combination of education and experience. 3-5 years of total work experience preferred. Experience in financial services or corporate actions preferred. Applicable local/regional licenses or certifications as required by the business. No direct reports but may provide guidance to less experienced team members; may have people management responsibilities in some geographies. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Service Management to join our Wealth Services Client Service team. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: Serves as a point of contact to clients on service issues and assists in developing strategy to deliver world-class client service across multiple products. Collaborates with clients and internal stakeholders to align client needs with BNY's commercial strategy. Proactively partners with Client Service Data, Insights & Analytics to improve service by identifying trends, themes, and suggesting opportunities. Provides exceptional service to meet client expectations across all products and services. Serves as primary point of contact and delivers end to end client service and monitors client satisfaction. Work with clients to resolve complex issues across multiple products; manage issues / incidents (reactive) and collaborates with internal partners to resolve issues, as needed (Operations, Client Coverage, Product, and Technology). Execute service commitments and help evolve the client service model in partnership with key counterparts (e.g., SLA evolution and changes). Gain a solid understanding of client's business which will help identify possible opportunities to make it easier for clients to engage with us. In conjunction, help identify possible opportunities for continuous service improvement, including digital adoption to foster the overall culture. Contribute to client growth by helping to identify possible opportunities for their success - resulting in protecting revenue of existing clients and identifying possible opportunities to support Client Coverage via service-led sales. Partners with internal business partners throughout the organization in support of achieving intended outcomes. May engage in client service activities related to client service or sales support, including creation of RFPs, KPIs or client documents. May attend conferences, seminars, industry events and client meetings. Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required with an MBA preferred 7-10 years of total work experience with at least 0-1 years of management experience preferred. Experience in an operational area and/or client services preferred. Licensing preferred - SIE (Securities Industries Essentials), Series 7, FINRA Client Service experience preferred Financial Services experience preferred Retirement account expertise preferred Strong analytical and communication skills The ideal person should be well organized, as you will be client facing, providing excellent client service through professionalism, and personable traits of extraverted/outgoing, with a driven mentality. Problem solving, and motivated. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

VP, Fund Accounting Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President to join our alternative operations Real estate team. This role is located in Lake Mary, Florida (4 days in office per week). In this role, you'll make an impact in the following ways: Direct multiple Fund Accounting teams responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Manage financial and human resources for the unit, ensuring assigned teams operate effectively to meet unit goals and objectives. Oversee processes and resource allocation in determining the net asset value (NAV) for assigned funds in multiple sectors for each measurement cycle. Manage relationships with a broad set of clients, resolving unique escalated issues related to fund calculations and accounting. Direct and prioritize processes that verify completeness and accuracy of disclosure in financial statements. Provide guidance to teams to ensure accounting records comply with departmental policies and procedures, resolving complex escalated issues. Evaluate GAAP and/or IFRS rules to determine the impact of new regulations on BNY Mellon fund accounting practices and develop strategies for implementation. Implement and assist in setting guidelines, policies, and priorities for drafting financial reports for clients to review fund performance, communicating complex accounting intricacies. Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork. Oversee relationships with auditors and clients to update financial reports ensuring accurate depiction of fund performance. Manage multiple Fund/Client Accounting teams primarily through subordinate managers and contribute to achieving multiple team objectives. To be successful in this role, we're seeking the following: • Bachelor's degree in accounting or the equivalent combination of education and experience • Minimum 5 years of of commercial real estate fund accounting and financial statement preparation • Knowledge of GAAP, Investment Company, IFRS, and SEC rules applicable to commercial real estate investment funds • Ability to effectively lead collaborative teams, where team members may be located in different cities or countries • Working knowledge of joint venture waterfalls and partnership structures, including investor allocation • REIT experience • Yardi/Investran/WDesk experience preferred At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

OTE Range: $80,000 - $150,000 About Roamly Roamly Insurance Group (Roamly), a wholly-owned subsidiary of Outdoorsy Holdings, Inc., is the first full-stack Insurtech for travel enthusiasts. Roamly is where the insurance industry and technology intersect to enhance the customer experience. As a disruptor in the specialty insurance space, Roamly removes traditional technology and coverage barriers by providing innovative protection for underserved markets across recreation lines and global mobility markets. For more information, visit roamly.com. About the Role As an Insurance Account Executive at Roamly, you will be a front-line hero for our adventurous community. Working in our exciting new office on South Lamar in Austin, TX, you will serve as a trusted advisor, assisting both prospective and existing clients in obtaining insurance coverage for homeowners, auto, RV, and various other products. With uncapped commissions and amazing Front Line Leaders to support you throughout your onboarding and beyond, you are truly set up to absolutely crush your OTE and grow your career! Key Responsibilities Customer Engagement & Consultative Sales * Engage customers using a consultative sales approach to understand their insurance needs and recommend personalized solutions across property, casualty, and personal lines. * Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate. * Clearly explain coverage options, policy terms, and insurance processes in a way that's easy for customers to understand. Lead Conversion & Sales Execution * Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries. * Manage the complete sales process-from quoting insurance products using Roamly's proprietary tools, to gathering underwriting information, and guiding customers through to policy purchase and binding. Tools, Documentation & Compliance * Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI. * Stay current on all available insurance products, systems, and carrier platforms to deliver informed, high-quality service and support.