Account Maintenance jobs near me - 118 jobs

The mission of Arkose Labs is to create an online environment where all consumers are protected from online spam and abuse. Recognized by G2 as the 2025 Leader in Bot Detection and Mitigation, with the highest score in customer satisfaction and largest market presence four quarters running, Arkose Labs offers the world's first $1M warranties for credential stuffing and SMS toll fraud. With 20% of our customers being Fortune 500 companies, our AI-powered platform combines powerful risk assessments with dynamic threat response to undermine the strategy of attack, all while improving good user throughput. Headquartered in San Mateo, CA, with employees in London, Costa Rica, Australia, Spain, India, and Argentina. Arkose Labs protects enterprises from cybercrime and abuse. Position Overview The ABM Specialist/Manager will lead the development and execution of our account-based marketing strategy, creating high-quality pipeline within our Ideal Customer Profile (ICP). This role requires a strategic thinker who can align marketing and sales efforts to penetrate and expand target accounts through personalized, multi-touch campaigns. Key Responsibilities ABM Strategy Development Design and implement comprehensive ABM strategy aligned with company revenue goals and ICP criteria Define target account selection criteria and segmentation framework Develop account tiering structure (1:1, 1:few, 1:many) and appropriate engagement strategies for each tier Create ABM playbooks and best practices documentation Campaign Planning & Execution In coordination with digital marketing, field marketing, and brand marketing functions, build and execute personalized, multi-channel campaigns for target accounts including email, direct mail, paid advertising, events, and content syndication Develop account-specific value propositions and messaging frameworks Coordinate intent data monitoring and trigger-based outreach programs Design and manage account-based advertising campaigns across LinkedIn, display networks, and other platforms Sales & Marketing Alignment Partner closely with sales leadership and account executives to prioritize target accounts Establish clear processes for account handoffs, lead routing, and opportunity tracking Facilitate regular account planning sessions between marketing and sales teams Create shared account intelligence repositories and communication protocols Develop sales enablement materials specific to ABM initiatives Cross-Functional Collaboration Work with demand generation, content marketing, and field marketing teams to create cohesive account experiences Collaborate with sales development reps (SDRs) on account research and outreach sequences Partner with customer success on expansion ABM strategies for existing accounts Coordinate with product marketing on account-specific use cases and ROI stories Performance Measurement & Optimization Implement ABM-specific metrics and reporting dashboards (account engagement scores, pipeline velocity, win rates) Track campaign performance at the account level and optimize based on insights Conduct regular program reviews and present results to leadership Monitor account progression through buying stages and identify acceleration opportunities Calculate and report on ABM ROI and contribution to revenue targets Qualifications Required 6+ years of experience in B2B marketing with at least 3 years focused on account-based marketing Demonstrated success driving pipeline and revenue through ABM programs Strong understanding of B2B buying cycles and complex sale processes Experience with ABM platforms (6sense, Demandbase, Terminus, RollWorks, etc.) Proficiency with CRM systems (Salesforce preferred) and marketing automation platforms Excellent analytical skills with ability to translate data into actionable insights Strong communication and presentation skills for executive-level audiences Proven ability to build relationships and influence cross-functional stakeholders Preferred Experience in SaaS, enterprise software, or technology sectors Background in sales or sales operations Knowledge of intent data providers and account intelligence tools Experience with paid advertising platforms (LinkedIn Campaign Manager, Google Ads) Familiarity with sales engagement platforms (Outreach, SalesLoft, etc.) Project management certification or formal training Why Arkose Labs? At Arkose Labs, our technology-driven approach enables us to make a substantial impact in the industry, supported by a robust customer base consisting of global enterprise giants such as Microsoft, Roblox, and more. We're not just a company; we're a collaborative ecosystem where you will actively partner with these influential brands, tackling the most demanding technical challenges to safeguard hundreds of millions of users across the globe. Why do top tech professionals choose Arkose Labs? Cutting-Edge Technology: Our high-efficacy solutions, backed by solid warranties, attract leading, global enterprise clients. Innovation and Excellence: We foster a culture that emphasizes technological innovation and the pursuit of excellence, ensuring a balanced and thriving work environment. Experienced Leadership: Guided by seasoned executives with deep tech expertise and a history of successful growth and equity events. Ideal Size: We're structured to be agile and adaptable, large enough to provide stability, yet small enough to value your voice and ideas. Join us in shaping the future of technology. At Arkose Labs, you're not just an employee; you're part of a visionary team driving global change The most recognizable brands in the world select Arkose Labs, including Roblox, Microsoft, Adobe, Expedia, Snapchat, and Zilch. We value your unique contributions, perspectives, and experiences. Be part of a diverse and high-performing environment that prioritizes collaboration, excellence, and inclusion. We hire the best, focus on their professional development, and offer support for continuing education. We value: People: first and foremost they are our most valuable resource. Our people are independent thinkers who make data driven decisions and take ownership and accountability in all the things they do. Team Work. We demonstrate respect, trust, integrity, and communicate openly with a positive can do attitude and constructively challenge one another Customer Focus. We empathize with our customers and obsess about solving their problems Execution with precision, professionalism and urgency Security. It's the lens through which we implement our processes, procedures, and programs Benefits: Competitive salary + Equity 401k plan Robust benefits package- 85% medical, dental, vision coverage for employees and 75% for dependents Flexible PTO Life insurance coverage Short and Long Term Disability Insurance paid by the company Generous nationwide parental leave policy Amazing discounts program Wellbeing package including mental health and gym discounts Flexible working hours to support personal well-being and mental health Employee Assistance Program Arkose Labs is an Equal Opportunity Employer that makes employment decisions without regard to race, color, religious creed, national origin, ancestry, sex, pregnancy, sexual orientation, gender, gender identity, gender expression, age, mental or physical disability, medical condition, military or veteran status, citizenship, marital status, genetic information, or any other characteristic protected by applicable law. In addition, Arkose Labs will provide reasonable accommodations for qualified individuals with disabilities. The anticipated salary range for this position is $100,000.00 to $150,000.00. Equity and benefits may be provided as part of the compensation package, depending on the position offered. Not all candidates will be eligible for the upper end of the salary range. The exact salary will ultimately depend on multiple factors, which may include the successful candidate's skills, experience, and other qualifications as well as the candidate's location of residence. In addition to base salary, some roles may be eligible for a variable bonus based on a combination of company performance, employee performance, and management discretion. #LI-Remote #LI-Associate

Job Description ___________________________________________________________________________________ Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen _________________________________________________________________________________________________________________________ At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love. In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer. The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment. Position Benefits Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally Thought leadership and innovative thinking are valued and rewarded Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more Individual and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity. Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records. Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits. Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance. Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration. Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings. Position Requirements Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred. Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments. Experience with private or public fund administration strongly preferred. Wealth management or asset management experience desired. Experience in establishing new operational processes, creating procedures, and developing workflows. Proven ability to lead and communicate timelines for projects. Knowledge of alternative investment structures including private equity, real estate, and direct investments desired. Understanding of fund accounting, investor reporting, and regulatory compliance requirements. Skills and Traits Technical Skills Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas). Experience with Orion reporting platform preferred. Experience with fund administration platforms such as Carta welcomed. Ability to quickly learn industry-specific software and adapt to new systems. Professional Competencies Excellent analytical, relational, and organizational skills. Strong attention to detail with process-driven, methodical approach to operations and administration. Robust oral and written communication skills. Warm customer service orientation. Project management and vendor management experience preferred. Works well within a team-based environment while also being a self-starter. Personally accountable and responsible. Ability to identify and prioritize critical tasks. Ability to learn quickly and enjoys solving problems and finding solutions. For confidential consideration, submit your resume in PDF format only to *********************************************

SummaryAs an Ultrasound Sales Representative, you will be responsible for developing and executing a strategic, results-driven sales plan for GE HealthCare's ultrasound products and services. This role focuses on managing existing accounts and driving new business opportunities through a consultative approach, leveraging deep account intelligence and understanding of capital budgeting cycles. GE HealthCare is committed to delivering advanced imaging solutions that empower clinicians to make critical, life-changing decisions. Our ultrasound platforms, transducer portfolio, and software solutions are designed to visualize anatomy and pathology, guide interventions, and improve patient outcomes. Our mission is to elevate the standard of care with real-time imaging that supports confident decision-making.Job DescriptionRoles and Responsibilities Develop in-depth knowledge of accounts, hospitals, customer groups, and economic drivers within your territory. Use procedural and market data to identify high-potential accounts and prioritize opportunities. Achieve annual, quarterly, and monthly sales targets by maintaining an accurate Salesforce pipeline with detailed account information. Provide the Regional Sales Director with timely forecasts, including a rolling 6-12 month outlook. Ensure CRM compliance with accurate opportunity staging, estimated order dates, budget amounts, quoting, forecasting, win/loss analysis, and updated customer contacts. Create and execute action plans to drive product and service sales. Prospect new accounts and manage existing customers, positioning upgrades and additional ultrasound solutions. Prepare proposals, quotations, and conduct product demonstrations to showcase ultrasound capabilities. Continuously analyze territory performance and communicate market intelligence, pricing trends, competitive insights, and customer requirements through appropriate channels. Build long-term customer relationships and identify opportunities to meet immediate needs and drive future growth. Maintain positive post-sale relationships to enable upselling and ensure customer satisfaction. Proactively resolve customer issues by coordinating internal resources and delivering a best-in-class experience aligned with GE HealthCare values. Prepare reports summarizing monthly sales results, contacts made, hospitals visited, and new opportunities initiated. Manage and track demo equipment inventory. Participate in sales training and planning meetings to stay informed on new products and marketing initiatives. Required Qualifications Bachelor's degree or equivalent experience. 3 years of experience selling capital equipment or imaging technologies; prior ultrasound sales experience strongly preferred. Proven success in medical device sales within hospital or healthcare environments. Ability to build rapport and influence stakeholders at all organizational levels. Strong analytical skills to develop financially sound proposals and solutions. Excellent communication skills-both oral and written-with the ability to simplify complex concepts for diverse audiences. Outstanding organizational and problem-solving skills; ability to manage multiple priorities in a fast-paced environment. Self-motivated, proactive, and able to work independently. Clean driving record and ability to travel up to 75%, primarily local travel Desired Characteristics Previous experience selling ultrasound solutions to managed care or hospital organizations. #LI-VS2 We will not sponsor individuals for employment visas, now or in the future, for this job opening. For U.S. based positions only, the pay range for this position is $60,000.00-$90,000.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.Additional Information GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees. Relocation Assistance Provided: No

Salesforce Administrator (Remote) Type: Charter Job ID: 131555 County: East Maricopa Contact Information: ASU Preparatory Academy 1130 E University Dr. #230 Tempe, Arizona 85044 District Website Contact: Kathy Piippo Phone: ************ Fax: District Email : Salary Range: $70,000.00 - $79,000.00 USD annually. As part of Arizona State University's charter to provide access and excellence, ASU Preparatory Academy (ASU Prep) shares this commitment by demonstrating all students can achieve at the highest levels, regardless of their background. To scale our current impact, ASU Prep is advancing a major expansion program taking fundamental responsibility for the communities we serve. The Salesforce Administrator will lead the continuous development and optimization of our Salesforce platform. They will have a record of success in improving processes and adoption using the Salesforce platform. This position will work closely with cross-functional teams and organizational units to identify, develop and implement new business processes. This multifaceted role combines the responsibilities of a technical project manager, administrator and Salesforce analyst. The Salesforce Administrator will oversee the platform's daily configuration, provide support, perform maintenance and drive enhancements to maximize the effectiveness of and efficiency of our CRM system. QUALIFICATIONS: * Bachelor's degree in related field, preferred. * Experience with design and implement new processes and facilitate user adoption. * Experience working in a SCRUM or agile environment, preferred. * Experience successfully driving projects to completion. * Active AZ Department of Public Safety (DPS) IVP Fingerprint Clearance Card. * Any equivalent combination of experience, training and/or education from which comparable knowledge, skills and abilities may be considered. DUTIES AND RESPONSIBILITIES: * Administrator for the Salesforce environment at ASU Prep. * Manage and prioritize all initiatives related to Salesforce, ensuring alignment with strategic plan. * Administrator for user account maintenance, reports and dashboards, workflows and other routine tasks. * Creation and maintenance of reports to drive usage of Salesforce across the organization. * Conduct regular internal system audits to ensure data integrity and platform efficiency, and prepare for system upgrades. * Manage Salesforce data feeds and integrations with other systems to maintain seamless data flow and connectivity. . * Lead the configuration, customization, and administration of Salesforce to support the organization. * Coordinate the evaluation, scope and completion of new development requests. * Collaborate with our institutional management team to establish suitable processes to support administrative, development, and change management activities. * Facilitate training of new users, and grow the Salesforce skill set across the organization. * Service as the liaison between users, vendors and leadership, ensuring clear communication and alignment on priorities. . * Collaborate independently with members of the user community to identify, define and document development requirements. * Additional duties may be assigned as necessary. KNOWLEDGE, SKILLS AND ABILITIES: * Excellent project management skills and a positive attitude. * Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards. * Demonstrated experience with writing SQL queries and ad hoc reporting. * Creative and analytical thinker with strong problem-solving skills. * Exceptional verbal and written communication skills. * Proven ability to communicate effectively across all levels of the organization. * Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. * Ability to assess the impact of new requirements on Salesforce and all upstream and downstream applications, systems and processes. * Experience with platform functionality, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity. * Proven understanding of Salesforce best practices and platform functionality. * Strong expertise in data management and optimization.. * Demonstrated ability to comprehend and clearly communicate complex requirements. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand and talk or hear and sometimes walk and sit. The employee must use hands, arms and fingers to input data, handle, feel or reach. While performing the duties of this job, the employee may occasionally push or lift up to 20 lbs such as boxes, supplies, etc. Specific vision abilities required by this job include close vision such as to read handwritten or typed material, and the ability to adjust focus, close vision, distance vision, color vision, peripheral vision and depth perception. LOCATION: UCENT - Local residents will be expected to work a Hybrid schedule. TRAVEL: Occasional travel may be required for site visits, meetings, trainings and/or conferences. Locations may vary and may require overnight stays. This job description is subject to change at any time. Other: What about learning drives us to do more than deliver the lesson? Maybe we're overachievers. Or maybe we just know what real impact looks like. Each one of us has seen passion win over fear, vision become relentless focus and belief in human potential make it all the way to the finish line. Our mission is to design new models for educational success and raise academic achievement for all learners. Are you ready to find a career with a company whose mission, vision, and values align with yours? Can you see yourself fitting into this mission with us? For more information please visit: ********************************

Affinity is the relationship intelligence CRM platform trusted by private equity, venture capital, and investment banking professionals to unlock the power of their network. We help the world's most sophisticated dealmakers turn relationships into results. The Role We're seeking a VP of Demand Generation to drive our pipeline strategy as we scale efficiently. This player/coach role leads demand generation, paid media, SEO/AEO, field and events, ecosystem marketing, and lifecycle marketing with a primary mandate of efficient pipeline generation fueling predictable revenue growth. You'll partner deeply with our VP of Product Marketing, Director of Brand, Director of Marketing Operations, and Sales and Customer Success leaders to drive both new logo acquisition and expansion revenue. This role demands an AI-forward leader who leverages emerging technologies to scale personalization, accelerate testing, and drive operational efficiency. What You'll Do Architect and execute comprehensive demand generation strategy driving efficient pipeline growth Deploy AI and automation to deliver hyper-personalized campaigns at scale across multiple channels Leverage predictive analytics and account scoring and industry data to identify high-value opportunities and optimize resource allocation Partner with Sales leaders to establish account planning playbooks driving coordinated land-and-expand motions Oversee integrated campaigns across paid media, SEO/AEO, field events, ecosystem partnerships, and lifecycle programs Drive sophisticated ABM using trigger-based messaging, and account-level personalization, and truly custom strategies for our largest potential accounts Build predictable pipeline models with clear accountability to marketing-sourced pipeline and revenue Lead, mentor, and scale a team of seven, coaching on AI tool adoption and modern demand generation practices Develop and manage budget with rigorous focus on spend-to-pipeline and CAC efficiency What You Bring Experience & Track Record 10-15 years in B2B SaaS demand generation with proven track record scaling beyond $100M ARR Demonstrated success exceeding pipeline targets in complex sales environments with long sales cycles Experience marketing to sophisticated buyers in financial services, private capital, or enterprise software preferred Technical Expertise Deep expertise in modern demand generation: ABM, intent-based targeting, trigger-based messaging, predictive analytics, and dynamic personalization Proficiency with marketing automation platforms (Pardot), Salesforce, and analytics tools Strong command of paid media channels with AI-enhanced targeting, bidding optimization, and audience segmentation Experience with intent data platforms, account intelligence tools, and AI-powered marketing technologies Working knowledge of marketing attribution models, pipeline reporting, and revenue forecasting Leadership & Mindset Highly analytical and data-driven-use metrics to guide strategy, forecast performance, and optimize programs AI-forward mindset: Actively leverage automation to scale quality, reduce manual work, and accelerate execution Player/coach mentality with ability to build, coach, and retain high-performing teams Established frameworks for account planning in partnership with Sales to drive coordinated expansion strategies Excellent communication skills with ability to influence cross-functional stakeholders and executive leadership Why Join Affinity Report directly to the CMO with significant influence on our growth trajectory. Work at the intersection of relationship intelligence and AI, powering the platform trusted by the world's leading investment firms. Join a team that values data, experimentation, and continuous learning as we scale through critical inflection points. Work Location: Remote, San Francisco or New York For those located in San Francisco or New York, for this role we're embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2-3 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team. What you'll enjoy at Affinity: We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients. Health Benefits: We cover both you and your dependents' healthcare, dental, and optical insurance premiums and offer flexible personal & sick days to support your well-being. Retirement Planning: We offer a pension plan through SmartPension to help you plan for your future. Learning & Development: We provide an annual education budget and a comprehensive L&D program. Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness. Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success. A reasonable estimate of the current range is $235,000.00 - $260,000.00 USD Base. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. About Affinity With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit *********************

HCM Unlockeds difference is our people. Our culture thrives on trust, accountability, and empowering consultants to be autonomous, nimble, and client focused. The Tax Services Consultant manages a diverse, multi-jurisdictional client portfolio, balancing priorities across tax registrations, notice resolution, audits, and special projects. Consultants are trusted advisors who engage effectively with all levels of client leadership, including the C-suite, by translating complex tax issues into clear, actionable business terms. Success in this role requires delivering proactive updates, anticipating risks, and driving accurate, timely outcomes in a fast-paced, multi-client environment. Consultants are measured on utilization and realization goals, service level agreements, and client satisfaction, ensuring both quality and profitability in service delivery. Essential Duties and Responsibilities: * Portfolio Management: Own assigned client portfolios, prioritize SLA and deadlines, maintain accurate timelines and status updates. * Client Engagement: Build strong client relationships across all levels, lead tax meetings, communicate proactively, and manage expectations. Educate by translating complex tax issues into clear, actionable business terms. * Registrations & Account Maintenance: Register and maintain federal, state, and local tax accounts; manage deactivations/reactivations; enroll clients in portals, manage withholding, state unemployment, paid leave and disability, and local tax registrations, while maintaining accurate account records and maximizing HCM system. * Notice Resolution: Research and resolve tax notices end-to-end, prepare agency responses, secure abatements, and coordinate payments/amendments all while providing timely and effective updates to the client. * Audits & Reconciliations: Conduct payroll tax audits, validate account numbers and SUI rates, review jurisdiction exposure, and support examinations. * Collaboration: Partner with internal resources to coordinate dependencies, ensure accuracy, and deliver excellent client service. Anticipate and prevent breakdowns between teams. * Special Projects: Support mergers, acquisitions, restructurings, FEIN/entity changes, and historical research projects. * Process & Documentation: Follow standard procedures, maintain client files and trackers, update SOPs, and ensure audit readiness and drive process improvement when needed. * Time & Performance Management: Accurately track billable time daily, maintain 7585% utilization and =90% realization, and support margin goals through efficient delivery. Required Qualifications: * 4+ years of payroll tax compliance experience (registrations, notice resolution, audits) * Strong understanding of federal, state, and local payroll tax rules and filing calendars, and stays current as regulations change * Client-facing experience with HR and executive leadership. * Proven ability to manage multiple client accounts and competing deadlines with strong organizational skills, collaboration efforts, and critical thinking. * Experience with one or more payroll platforms (ADP, UKG, Paylocity, Dayforce etc.) and with state and federal agency portals * Intermediate to advanced Excel skills (pivots, lookups, reconciliations Preferred Qualifications: * Prior experience in a multi-client services environment. * Familiarity with analytics/BI tools (e.g., Power BI) * Experience with ticketing/shared inbox tools and queue management. Core Competencies: * Client Communication & Presence: Leads client updates and translates tax into business terms. * Ownership & Accountability (BRAVE): Takes responsibility for portfolio outcomes; escalates risks early. * Agility & Change Management: Adapts quickly to regulatory, system, or client changes. * Value Creation (BRAVE): Goes beyond compliance to deliver measurable client impact (e.g., abatements, process improvements). * Excellence in Service (BRAVE): Consistently professional, proactive, and trusted by clients. Compensation & Benefits: The hourly range for this position is $36.06 - $39.42. This range is based on relevant experience, skills, qualifications, and market data, and represents our good faith estimate at the time of posting. We offer a comprehensive benefits package including health insurance (medical, dental, vision, and life), voluntary benefits, pet insurance, retirement plan, and PTO. Our Commitment to Inclusion HCM Unlocked is an Equal Opportunity Employer, committed to a workplace free from harassment and discrimination. We celebrate the unique differences of our employees, which drive innovation and success. Accommodations are available for applicants with disabilities. HCM Unlocked participates in the E-Verify Employment Verification Program.

*Downtown Los Angeles* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. * Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.* This person will support internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with. WHAT WILL YOU DO? * Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities. In addition, supports, develops, motivates, and coaches banking office sales/service colleagues. Is one of the experts in risk management and loss prevention. Partners with the CM in completing, monitoring and auditing branch certifications and operational reviews. Utilizes an organized approach to manage and prioritize daily activities to meet all deadlines. * Acts as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients. * Promotes and facilitates cross-selling of bank services to existing and potential clients in order to meet established branch sales and referral goals. Works with business partners to deliver solutions in order to maintain and grow client relationships. Recognizes and recommends cross-selling opportunities to maximize banking office profitability. * Supports and partners with the CM to proactively develop colleagues to achieve results and accurately assess strengths. Provides feedback, mentoring, and opportunities for development to help colleagues achieve their full potential. Provides instructions and information to colleagues on regulatory procedures, bank policies, legal requirements and other banking standards. * Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years of direct sales experience required. * Minimum 2 years experience in a banking environment required. * Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required. *Additional Qualifications* * Good knowledge of Bank policies and procedures and regulatory compliance. * Working knowledge of Bank products and services. * General knowledge of Bank audit procedures. * Strong interpersonal, verbal and written communication skills. * Ability to organize and prioritize work. * Good problem solving skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-MD \#CA-MD

*This position is fully remote/home based. Applications will be accepted from candidates based in the UK and the following US states: FL, IL, MA, MD, NY, PA, TX, VA In the US, this is a union represented position as part of the Pacific Media Workers Guild, Local 39521 of the NewsGuild-Communication Workers of America. PLOS is a nonprofit, Open Access publisher empowering researchers to accelerate progress in science and medicine by leading a transformation in research communication. The Application Analyst - Business Productivity will enhance how PLOS internal teams collaborate and work efficiently by optimizing and integrating key productivity tools. This role will focus on maximizing Slack workflows, improving the employee experience in Confluence, and expanding Zoom's advanced features. The analyst will also maintain an accurate application catalog, streamline Office and Google Suite interoperability, and support GDPR compliance and identity access management best practices. The Application Analyst has a strong understanding of enterprise level applications, understands both their current configurations and our business objectives, and is responsible for supporting and implementing scalable solutions proactively and effectively. The Application Analyst is responsible for working closely with stakeholders, other Digital team members, and end-users to refine and prioritise user demands, to support a robust ecosystem of solutions, and to ultimately help the organisation achieve its business goals. Responsibilities Administer and maintain various environments within your designated enterprise applications (e.g. Slack, Salesforce, Confluence, Zoom, Google Suite, O365) including data management, system configuration and security practices Perform routine maintenance tasks (i.e. monitoring usage and archiving data as needed) Advise business users on application usage and best practices. Proactively monitor usage and identify and propose improvements Facilitate collaboration among stakeholders to translate business requirements into technical specifications and estimates Communicate policies and outages, bugs, workarounds and solutions to internal and external users. Provide end-user support and administration for all user needs: including user account maintenance, reports, and dashboards. Act as a subject matter expert for internal stakeholders, participating in chartered and team programs and communicating stakeholder needs within the Platforms team. Partner with the Technology Services team to establish and enhance application integrations and uphold security best practices Create and maintain technical documentation on policies, procedures, and workflows and deployed configurations. Troubleshoot and work with staff and/or vendors to resolve reported issues, escalating technical issues to the vendor for resolution as necessary. Maintain and enhance relationships with system vendors. Uphold a high standard of customer service to all as a representative of the Digital team. Ensure compliance with relevant standards, regulations and PLOS's internal policies. Manage data in accordance with our Information Governance policy and other legal frameworks, such as GDPR Ensure systems and data are secure in accordance with our cybersecurity policy Monitor and evaluate incoming issues, ensure timely follow-up, and foster a culture of support. Strong written and verbal communication skills to translate complex problems using non-technical terms (e.g. writes proposals clearly and succinctly, presents ideas to stakeholders effectively) Excellent time management skills and the ability to work towards meeting multiple deadlines simultaneously Results-driven, capable of balancing multiple high priorities and quickly determining priority Customer-oriented, with the ability to develop and maintain excellent relationships externally and internally Excellent troubleshooting, problem-solving, and analytical skills Adept at queries, report writing and presenting findings Knowledge and Skills Experienced with administering enterprise systems or platforms. Enterprise application certification(s) a plus Experience with administering business productivity platforms, including Slack, Confluence, Zoom, Office 365, and Google Workspace. Experience with application integrations, workflow automation, and optimizing user experiences across enterprise tools. Familiarity with data privacy and security best practices, including GDPR compliance and identity access management (IAM). Excellent analytical, problem-solving, and communication skills with the ability to translate technical concepts into practical business solutions. Business analysis background with additional focus on business process management Strong analytical skills with the ability to collect, organise, analyse, and disseminate significant amounts of information with attention to detail and accuracy Strong understanding of typical operational workflows spanning multiple business functions and systems (e.g. Sales, Marketing, Customer Service, Finance, etc.) Excellent communication skills, both verbal and written. Must be able to clearly articulate and present findings and recommendations to both technical and non-technical team members Results driven, capable of balancing multiple high priorities and quickly determining priority Ability to multitask, prioritising multiple assignments to meet deadlines Self-directed and capable of working under minimal supervision. Familiar with Agile development methodologies Excellent troubleshooting skills Positive approach to problem-solving Qualifications Bachelor's degree in a technical or scientific field or equivalent experience Administrator certification for applications which offer them Experience with scientific research publishing is desirable. Experience working with Publication Management Systems (Aries Editorial Manager) or similar submission tracking systems highly desirable. Physical Requirements and Work Environment Prolonged periods stationary at a desk and working on a computer. Some domestic and/or international travel may be required Rare, but occasional after-hours (evening or weekend) work. The base salary range we've established for these positions is US: $75,000 - $100,000. PLOS also offers a comprehensive benefits package summarized below. BENEFITS: US: 401k with employer match Employee sponsored health, dental and vision insurance (Dental and Vision 100% employer paid) Paid Vacation, 11 public holidays and sick leave Parental leave Birthday and three winter holidays days off Short term and long term disability insurance 2 days paid time off for volunteering per year Fully remote work environment with stipend on joining for home office About PLOS Building on a strong legacy of pioneering innovation, PLOS continues to be a catalyst in open science, reimagining models to meet open science principles, removing barriers and promoting inclusion in knowledge creation and sharing, and publishing research outputs that enable everyone to learn from, reuse and build upon scientific knowledge. Our work is supported by a highly skilled global in-house team, partnerships with local scholarly organizations, and the valued contributions of a diverse, international community of scientific researchers. We're committed to equal opportunity We're working to create a more equitable system of scientific knowledge and understanding. Removing barriers to inclusion and facilitating broad participation of voices is core to our success, inside and out. Beyond accepting distinct perspectives, we seek and support divergent backgrounds among our colleagues because we know differences strengthen our teams, our work, and our communities. We strongly encourage applicants of all identities to join us as we work towards a future where science is open to all, for all. Visit plos.org/careers to learn more. To learn more about how PLOS protects your privacy, see our Employee Privacy Notice.

As part of the Fiduciary team, the Trust & Estate Manager will be responsible for reviewing and managing the preparation of estate tax returns,gift tax returns, fiduciary tax returns and accountings for estates and trusts. Research & Planning and tax projections and other duties are part of this exciting role. Further duties: (Private Client Services Group) • Manages internal family office for large client (net worth in excess of $500MM); services include preparation of investment partnerships, financial statements for quarterly performance on investments, monthly record keeping for 30 entities (partnerships, trusts and individuals), maintenance of basis schedules, responsible for coordinating communications between client and financial, legal and banking teams and management of quarterly tax payments • Prepares /reviews business, family related trust and individual tax returns for high net-worth clients • Specializing in investment and real estate partnerships, S Corporations, Corporations, Trust and Gift Tax Returns • Calculation of quarterly estimates • 704(b) and 704(c) allocations, Section 754 Basis Calculations, Capital account maintenance (inside and outside basis calculations) • Manage relationships with clients, family members, home office staff, attorneys, brokers and other accounting firms • Manages book of business in excess of $3.2MM • Prepares and reviews compiled and reviewed financial statements • Responsible for the training, supervising and management of staff Send resume to: taxstaffing@gmail.com

Job DescriptionBenefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Paid time off Training & development Tuition assistance Vision insurance OVERVIEW: SILTT is in search of a Computer & Information Systems Administrator to build and administer the internal network and information systems of a small, fast growing, up-and-coming technology and construction management firm. With this rare opportunity, be on the ground-floor to support a companys information systems and technology choices and enable all facets of business processes. Work directly with all colleagues to improve productivity and collaborate on digital transformation initiatives; be the technology advocate that assists in all aspects of internal IT operations. WHO WE ARE: At SILTT were pushing the limits of infrastructure innovation in the Telecommunications and Information Technology industry. From delivering world-class modular data center facilities to all-hours, 365-day operational response and disaster recovery, our multi-functional team of experts are force multipliers across the infrastructure landscape. We pride ourselves in leading from the front to advise, assist, and accompany our clients through their toughest technological and operational challenges. We always deliver results ( we spell it re-SILTTs )! WHY SILTT? At SILTT, objective-driven means first being people-driven. As a growing business we know that the ability to achieve our mission demands we take care of our own by providing our team members with a variety of benefits that allow them to live fulfilling, healthy, balanced, meaningful lives. Thats why we believe in offering paid healthcare, ultra-competitive 401K matching, accrued paid time off and fixed holiday leave, continuous learning and professional development incentives, and promote a sustainable work-life balance. A DAY IN THE LIFE: As a Computer & Information Systems Administrator you will generally be the first point of contact for all internal IT inquiries and for troubleshooting any reported problems. You will also spend a significant amount of time being proactive in keeping our end point devices up to date with deployment, patching and working with teammates across all departments to improve productivity. You will stay on top of innovations and best practices within the IT sector and apply this knowledge to keep our systems and skillsets on the bleeding-edge.In the role of a Computer & Information Systems Administrator, you will serve as the initial point of contact for internal IT inquiries and troubleshooting. A significant portion of your time will also be dedicated to proactively maintaining up-to-date endpoint devices through the whole end point device life cycle. You will collaborate with colleagues across departments to enhance productivity. Furthermore, you will continuously monitor IT sector innovations and best practices, applying this knowledge to ensure our systems and skillsets remain cutting-edge. I. Technical Troubleshooting and Maintenance Oversee the entire lifecycle of all end-user devices, including laptops, tablets, and mobile devices (Chrome OS and Android). This includes provisioning, deployment, maintenance, and secure decommissioning. Serve as an escalation point for complex endpoint issues, providing expert-level support to resolve technical challenges related to device performance, software conflicts, and policy enforcement. Utilize modern device management platforms to deploy operating systems and software packages efficiently and at scale. Automate application updates and ensure a standardized, consistent user experience. Ensure the feasibility, scalability, and reliability of new systems within corporate technology Enforce development and security standards and best practices Conduct technical evaluations of vendor solutions II. Project Management Work with stakeholders to define program scope, objectives, and deliverables. You'll be responsible for creating and maintaining a clear technical roadmap on end drive growth and deployment that aligns with company goals. Track project progress and report on status, risks, and issues Ensure projects are completed on time and within budget Identify and mitigate potential project risks and issues Document project outcomes and lessons learned Coordinate with cross-functional teams to integrate new capabilities into existing systems III. Research & Innovation Evaluate new technologies, tools, and methodologies within the Information Technology Field Conduct and present research demonstrations. These demonstrations are crucial for showcasing findings, methodologies, and progress to various stakeholders, including colleagues, management, and external partners. Assess the potential impact of new technologies on the organization's infrastructure Share knowledge and insights about new technologies with the team Drive the adoption of innovative solutions to improve efficiency and capabilities BASIC QUALIFICATIONS: 5+ years of experience in IT support services 5+ years of end device administration experience in a cloud-based infrastructure environment with a focus on Unified Endpoint Management 5+ years Experience with server and desktop virtualization, including all aspects of virtualization. GSuite services: Google Workspace, Google Admin Console Mobile Device Management (Android Operating Systems) Information Technology Equipment installation and management (printers, laptops, servers, switches, routers) Remote and on-site IT support Hardware selection and refresh planning Data storage, backup, restores, and disaster recovery for critical corporate systems Deployment, maintenance, and upgrades of virtual cloud-based infrastructure Network monitoring IT training and how-to guide documentation Continuous improvement in corporate tooling and common processes Analysis of operational data and logs Minimizing lost-time due to IT outages PREFERRED QUALIFICATIONS: Experience in developing business infrastructure from scratch Proficiency in data storage, backup, restores, and disaster recovery Applying software updates, anti-virus/anti-spyware updates, and patch updates Account maintenance and SSO experience Linux Operating System Experience Knowledge of Endpoint Detection and Response (EDR) and other cybersecurity tools Security+ Certification ABILITY TO WORK REMOTE: Periodically remote. The work associated with this role is expected to be performed mostly onsite, though may require periodic travel for onsite support to our offices and customers.

This role will be 100% remote. Be a part of the fast-paced Non-Acute pharmaceutical sales team- responsible for winning, maintaining and growing customer relationships. This direct sales and customer account management role is responsible for day-to-day activities like order resolution, placement, and account maintenance as well customer initiatives, sales presentations and more. Responsibilities: Wins and retains new business in assigned sales region. Responsible for cultivating and maintaining on-going customer relationships with an assigned set of customers and strategic accounts. Provides new and existing customers with the best possible service and recommendations in relation to billing inquiries, service requests, improvements to internal and external processes, and other areas of opportunity. Provides product service information to customers and identifies upselling opportunities to maintain and increase income streams from customer relationships. Qualifications: Bachelor's degree in related field, or equivalent work experience, preferred 2-4 years of account management or sales experience, preferred Strong communication and organizational skills Strong working knowledge of Microsoft Excel and Outlook Experience using Salesforce or other CRM systems, preferred Anticipated pay range: $57,000 - $81,600 Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being starting on day one of employment. Medical, dental and vision coverage Paid time off plan Health savings account (HSA) 401k savings plan & employer match Access to wages before pay day with my FlexPay Flexible spending accounts (FSAs) Short- and long-term disability coverage Work-Life resources Paid parental leave Healthy lifestyle programs Application window anticipated to close: 12/29/2025 and may close sooner depending on the number of applicants. If interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. #LI-JC1 Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies. Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST Shift differential: 10% This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

The Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance. We've grown from a small local company in 2011 to a major national firm with a wide range of expertise, serving two million customers across the United States. The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations. We're known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States. As a key member of our business development team, the Business Development Associate assumes primary responsibility for cultivating connections, attracting talented brokers and agencies, and orchestrating the successful execution of contracts that formalize their partnership with our organization as a preferred FMO. Job Duties The appointed candidate will function under the direct supervision of the Business Development Manager providing necessary instruction and guidance for optimum training and professional development. The Business Development Associates will engage in outbound communication via phone to target markets to leverage supplied lists to identify and establish valuable business relationships with prospective insurance producers (recruitment). These professionals are expected to specialize in their defined markets utilizing critical information resources and independent research. The Business Development Associates will diligently onboard and manage recently recruited insurance partners and offer them requisite training and guidance to ensure optimal account management. The incumbents will manage and respond to inbound leads from email marketing campaigns and extend administrative support when needed, in particular, for training exercises and for expedient account maintenance. Occasional travel may be required for team training or to ignite new partner relationships. The ideal candidate must meet the following criteria: A minimum of a high school diploma or GED is required. An existing insurance license is mandatory. Experience working with FMOs is required. Possession of computer skills, including proficiency in Microsoft Office, Excel, and Outlook, with high-speed internet connectivity, is essential. Basic office equipment and a laptop will be supplied. Experience with sales, customer service, or general people skills is preferred. Additionally, the individual must possess the ability to carry out repetitive tasks skillfully, cheerfully, and generate commendable outcome. The ideal candidate should have a likable personality and possess the ability to work productively under pressure. Being a self-starter is critical when working remotely. Ability to initiate and maintain cordial and professional relationships with leads in a virtual environment (through phone, zoom, or teams) is vital. A willingness to learn, communicate effectively, and aspire to achieve set goals while advancing within the company is essential. Strong verbal abilities and a likable personality that conveys goodwill and enthusiasm, while making new friends promptly. Finally, the applicant must demonstrate a keen interest in cultivating long-term and productive relationships with clients. Perks of working at The Baldwin Group Open PTO policy, plus up to 12 federal holidays Complete health benefits package 401K with company matching Stock options And more… #LI-KC1 IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Ascension Search Partners is exclusively engaged to hire an experienced and hands-on Fund Controller to own the end to end fund accounting and reporting function. This individual be part of a small but mighty team and will manage the external fund administrator, oversee all financial and operational aspects of the investment funds, and serve as a key partner to the CFO and broader investment and operations team. This is a fully remote opportunity for an internally motivated, highly skilled fund accounting professional who thrives in an entrepreneurial environment where everyone wears multiple hats and where attention to detail, initiative, and autonomy are essential. The Fund Controller will play a central role in institutionalizing processes and ensuring excellence in fund operations as the firm scales and reports to the CFO. Key Responsibilities Fund Accounting & Reporting Own the end-to-end fund accounting process, ensuring accuracy, timeliness, and compliance across all investment entities. Oversee quarterly and annual financial statement preparation, partner capital statements, and reporting packages. Manage and review all work prepared by the external fund administrator, ensuring accuracy of NAVs, allocations, footnotes, and reporting. Perform independent calculations of management fees, carried interest, waterfalls, incentive allocations, and preferred returns. Maintain and refine internal fund performance metrics, dashboards, and KPIs. Cash Management & Operations Lead pipeline tracking, cash management, and short-term cash forecasting. Coordinate and execute capital calls, distributions, and related investor communications. Oversee compliance and reporting related to credit facilities, including borrowing bases and bank covenants. Ensure adherence to fund governing documents including limited partnership agreements, side letters, and internal policies. Audits, Tax, and Compliance Serve as the primary point of contact for external auditors and tax advisors. Coordinate annual audits, interim reviews, and tax filings across fund entities. Ensure strong internal controls and proactively review and improve operational processes. Support regulatory compliance requirements and best practices within fund finance. Investment Support Partner cross-functionally with the CFO and investment team on deal closings, transaction structuring, and ongoing asset-level support. Participate in quarterly valuation processes, including preparation of supporting models and materials for the valuation committee. Assist with ad hoc analysis, scenario modeling, and portfolio monitoring. Investor Relations Support Respond to investor inquiries regarding capital accounts, financial reporting, and fund performance. Assist with preparation and review of investor communications, quarterly letters, and reporting materials. Maintain investor records and support new LP onboarding processes. Strategic Projects & Scaling Develop scalable fund accounting workflows, documentation, and operational improvements. Support special projects such as new fund launches, entity formation, internal system selection, and process modernization. Contribute to building a best-in-class finance function within a lean and collaborative team. Skills & Qualifications Bachelor's degree in Accounting; CPA required. 8-12+ years of progressive experience in: Venture capital or hedge fund accounting Fund administration Or public accounting with a financial services / asset management focus Strong understanding of fund structures, waterfalls, management fee mechanics, and capital account maintenance. Proven ability to manage and hold accountable third-party service providers. Exceptional attention to detail, accuracy, and control orientation. Excellent time-management skills with the ability to manage multiple priorities in a lean, fast-moving environment. Strong communication skills and a service-oriented approach with investors and internal stakeholders. Experience in building or improving fund accounting processes and systems. High integrity, sound judgment, and the ability to work independently in a remote environment. What Makes This Opportunity Unique Fully remote role within a collaborative, low-ego culture. High autonomy and broad scope - ideal for someone who enjoys being a true owner of the fund accounting function. Direct, daily exposure to senior leadership. Opportunity to build and scale processes as the firm grows. Working within a high-performing environment.

Build the platform that will power every type of financial institution onboarding Prelim is seeking a Software Engineer, Product to join our rapidly growing and fully remote US team. You'll have the opportunity to architect and build the platform that handles every conceivable type of financial institution onboarding, from simple deposit accounts to complex treasury services for millions of people. If you're passionate about solving massive-scale engineering challenges and eager to be part of a fast-paced remote startup culture, we encourage you to apply to join our team today! As a Software Engineer, Product at Prelim, you will own critical parts of the platform that powers digital onboarding for financial institutions across the world. You'll work directly with our customers, product team, and engineering leadership to build systems that handle everything from online deposit account opening to in-branch experiences, account maintenance, treasury services onboarding, credit card applications, and every other type of financial institution onboarding imaginable. This isn't just another full-stack role, it's the chance to build the infrastructure that millions depend on. Key Responsibilities: Architect and build features across our entire stack handling massive scale and complexity. Build, enhance and fix the systems that seamlessly integrate with legacy bank infrastructure, core banking systems, and third-party compliance providers. Solve complex technical challenges around multi-tenant architecture, real-time data processing, and bank-grade reliability requirements. Work directly with major banks to understand their unique onboarding requirements and translate complex business logic into elegant technical solutions. Own the performance, scalability, and reliability of systems processing millions of applications across hundreds of different banking products. Qualifications: Experience with modern web technologies (React, Node.js, PostgreSQL preferred). Whether you're a new graduate with impressive projects or an experienced engineer, we want to hear from you. Strong system design skills and experience with scalable architectures, you'll be building systems that immediately help millions. You thrive on solving complex technical problems with business context. You can break down complicated banking requirements and build elegant solutions. You care about business impact and can balance technical excellence with shipping features that move the business forward. You think deeply about user experience, whether you're building for every day people opening accounts or bank employees processing applications. You're excited about working directly with customers, understanding their complex needs, and iterating quickly based on feedback. You want to own significant parts of the product and help shape technical decisions as we scale. Legally authorized to work in the United States and located within the continental United States Why Prelim? At Prelim, you'll join a remote-first company experiencing explosive growth, doubling revenue year-over-year while maintaining profitability. This is a dynamic environment where you'll need to be comfortable with ambiguity and rapid change. You'll be part of a small but mighty engineering team that punches above its weight. While the workload can be intense, you'll have the opportunity to make a real impact and grow your career quickly. We promote from within and invest in our people's development. Most importantly, you'll help democratize access to banking services. Your work ensures that financial institutions can effectively serve their communities through modern, accessible technology. We create the bedrock financial infrastructure that supports all people. Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

ABOUT THE JOB Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none - a commitment reflected in all aspects of our work. We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. Opportunity: As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. As all training is provided by our expert leadership, no prior financial industry experience is required. We favor those who have demonstrated experience in serving others as educators, military personnel or public servants, and are willing to grow their skillset. A strong entrepreneurial or leadership focus is a plus, as we do not believe in micromanagement and empower our agents to take initiative. You will engage with clients, providing financial education and support needed in a timely, professional and courteous manner. Agents provide financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings and estate planning to help clients and business owners tailor-make their ideal futures. We are in the most highly compensated field, where your hard work, dedication and commitment to serving others will be rewarded. Your earnings will be directly tied to your performance and effort. Compensation and advancement opportunities are tailored to your career goals. Please keep in mind, no prior financial skills or experience is required-we are strongly committed to finding good-hearted leaders who are willing to be trained and coached to execute this position successfully. Responsibilities: Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life. Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements Must have: Ambition & drive to make a positive impact in the community Customer service and/or management experience Ability to pass a background check Ability to pass a state licensing exam Age 18 or older and U.S. citizenship Computer with a camera We provide: Study materials and preparation support to pass your exam within 1 week Remote & hybrid work options In-house online tools and training Personalized scheduling to accommodate your lifestyle Weekly training and coaching by top industry leaders A proven system that will lead to your success, if followed Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Relationship Building Prospecting Referral Identification Referral Management Hours per week: Minimum of 8 hours; no maximum

Ready to shape the future of work? At Genpact, we don't just adapt to change-we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how we're scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies' most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment. Genpact (NYSE\: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions - we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook. Inviting applications for the role of Senior Process Associate for US institutional Retirement Contact Centre In this role, you will be responsible for talking to customer and helping them with queries related to retirement, benefits which typically includes the following responsibilities. Responsibilities · Handling customer queries regarding their benefits via phone - Requires to take at least ~ 40 - 60 calls in a day · Demonstrate a solid understanding of various retirement plans such as 401(k), 403(b), 457, and stay updated on relevant regulations affecting the retirement business · Respond to participant inquiries via phone (Primally) and chat regarding their retirement plans, including plan details, investment options, contributions, distributions, and rollovers. · Assist participants with account maintenance, beneficiary updates, and plan enrollments. Ensure all transactions comply with plan provisions and regulatory requirements. · Provide participants with information on plan features, benefits, and investment options. Help them understand their statements and the impact of their investment choices. · Identify and resolve participant issues in a timely and efficient manner. Escalate complex cases to senior team members or supervisors as necessary. · Assist plan sponsors with the administration of their retirement plans, including tasks such as contribution calculation, non-standard trading, participant financial activity, and other complex record-keeping functions · Ensure that retirement plans adhere to all regulatory requirements, including IRS regulations, ERISA guidelines, and plan documents. · Address participant inquiries regarding contribution limits, eligibility requirements, and retirement planning resources · Assist with investment management activities, such as fund transfers, rebalancing, and implementing investment changes. · Communicate with plan participants, and other stakeholders to address inquiries, resolve issues, and provide updates as needed. · Maintain positive relationships with clients and ensure high levels of satisfaction with services provided Qualifications we seek in you! Minimum Qualifications · Relevant retirement call center experience · Minimum internet connectivity of 25MBPS+ and a quiet workspace free of distractions for call center Work from Home Role · Flexibility to work shifts assigned by business based on call center hours of business operation. Preferred Qualifications/ Skills · Any Graduate · Ability to be flexible and adapt to constantly changing priorities · Proficiency in retirement plan record-keeping systems and Microsoft Office applications. · Strong understanding of retirement plans, IRS regulations, and ERISA requirements. · Microsoft Office proficiency, especially Excel · Quality Lean/Process Improvement knowledge · Ability to work under pressure in a dynamic environment · Thirst for learning! Analytical thinking and ability to learn fast · Ability to be pro-active and to think “creatively” · Cultural Awareness in a diverse and international environment Why join Genpact? · Be a transformation leader - Work at the cutting edge of AI, automation, and digital innovation · Make an impact - Drive change for global enterprises and solve business challenges that matter · Accelerate your career - Get hands-on experience, mentorship, and continuous learning opportunities · Work with the best - Join 140,000+ bold thinkers and problem-solvers who push boundaries every day · Thrive in a values-driven culture - Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters\: Up. Let's build tomorrow together. The approximate annual base compensation range for this position is $22.00 to $24.00 per hour. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity Work-from-Anywhere Roles - “Los Angeles California-based candidates are not eligible for this role” Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell, CA. We are very interested in you if you desire a career in Wealth Management. The Relationship Manager plays a key role in supporting financial advisors by helping them manage their books of business and ensuring seamless operational execution. This role is responsible for handling the operational tasks that allow advisors to focus on client relationship-building and financial planning. The Relationship Manager will take ownership of preliminary financial plan development, client onboarding, account maintenance, and coordination across teams to deliver exceptional client service, ensuring a smooth, efficient, and client-centric experience. This position is permanently remote and is open to candidates in Pacific and Mountain time zones. Benefits: Starting salary of $90,000 - $110,000 based on experience and credentials with a full benefit package including Life insurance 100% company paid employee only premiums for Health, Dental & Vision Coverage 4% company 401(k) match, 100% vested Mentorship and learning opportunities Great working environment with professional growth opportunities. You will have access to a great team of professionals & back-office support. Primary Duties: Prepare financial plans in coordination with Lead Advisors and participate in client meetings for financial plan delivery and execution Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner. Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards. Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery. Cultivate and maintain strong relationships with clients. Understand clients' financial goals and preferences. Identify opportunities for client growth and new business. Stay informed on financial market trends and regulatory changes. Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures. Qualifications: Bachelor's degree in finance, economics, business administration, or a related field is typically required. CFP designation and 1-3 years experience working as an advisor/planner Ability to juggle multiple projects successfully. Ability to learn new concepts and software packages quickly. Independently motivated, have excellent communication skills and have a strong work ethic. Strong educational credentials and analytical background. Ability to identify, meet, and follow through with client's needs and requirements. Must interact effectively with office staff and be a goal-oriented team player Strong attention to detail. Must demonstrate excellence in organizational and time management skills. Exceptional phone and client service skills, positive and upbeat attitude at all times. Experience/ability to work from home while maintaining a professional setting Technical skills: Basic/Intermediate knowledge of Microsoft Excel. Experience with Salesforce (or other CRM software), financial planning software, Orion, and Microsoft Office tools a plus but not required. Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.

PLOS is a nonprofit, Open Access publisher empowering researchers to accelerate progress in science and medicine by leading a transformation in research communication. The Application Analyst - Data will focus on improving how PLOS manages, connects, and understands data across its application ecosystem. This role will center on integrating systems, ensuring data consistency and accuracy across platforms such as Tableau, SQL, and other reporting tools, while learning and supporting Editorial Manager (EM) as needed. The analyst will act as a data steward for the applications team-monitoring data quality, maintaining field mappings, and ensuring seamless data flow between systems. The Application Analyst has a strong understanding of enterprise level applications, understands both their current configurations and our business objectives, and is responsible for supporting and implementing scalable solutions proactively and effectively. The Application Analyst is responsible for working closely with stakeholders, other Digital team members, and end-users to refine and prioritise user demands, to support a robust ecosystem of solutions, and to ultimately help the organisation achieve its business goals. This position demands an understanding of information technology concepts as well as strong communication skills, with an eye for agile process optimization, continuous improvement, and excellent customer service. Responsibilities Administer and maintain various environments within your designated enterprise applications (e.g. Tableau, JIRA, Confluence, Alchemer, NetSuite, HubSpot) including data management, system configuration and security practices Perform routine maintenance tasks (i.e. monitoring usage and archiving data as needed) Advise business users on application usage and best practices. Proactively monitor usage and identify and propose improvements Facilitate collaboration among stakeholders to translate business requirements into technical specifications and estimates Communicate policies and outages, bugs, workarounds and solutions to internal and external users. Provide end-user support and administration for all user needs: including user account maintenance, reports, and dashboards. Act as a subject matter expert for internal stakeholders, participating in chartered and team programs and communicating stakeholder needs within the Platforms team. Partner with the Technology Services team to establish and enhance application integrations and uphold security best practices Create and maintain technical documentation on policies, procedures, and workflows and deployed configurations. Troubleshoot and work with staff and/or vendors to resolve reported issues, escalating technical issues to the vendor for resolution as necessary. Maintain and enhance relationships with system vendors. Uphold a high standard of customer service to all as a representative of the Digital team. Ensure compliance with relevant standards, regulations and PLOS's internal policies. Manage data in accordance with our Information Governance policy and other legal frameworks, such as GDPR Ensure systems and data are secure in accordance with our cybersecurity policy Monitor and evaluate incoming issues, ensure timely follow-up, and foster a culture of support. Functional knowledge of business systems Experience administering large, enterprise-wide applications Results-driven, capable of balancing multiple high priorities and quickly determining priority Customer-oriented, with the ability to develop and maintain excellent relationships externally and internally Excellent troubleshooting, problem-solving, and analytical skills Adept at queries, report writing and presenting findings Knowledge and Skills Proficiency with data and reporting tools such as Tableau, SQL, and related data visualization or analytics platforms. Understanding of system integrations, data mapping, and ensuring data quality and consistency across applications. Strong analytical and collaboration skills, with the ability to partner effectively with engineering and other teams to support data-driven initiatives. Experienced with administering enterprise systems or platforms. Enterprise application certification(s) a plus Business analysis background with additional focus on business process management Strong analytical skills with the ability to collect, organise, analyse, and disseminate significant amounts of information with attention to detail and accuracy Strong understanding of typical operational workflows spanning multiple business functions and systems (e.g. Sales, Marketing, Customer Service, Finance, etc.) Excellent communication skills, both verbal and written. Must be able to clearly articulate and present findings and recommendations to both technical and non-technical team members Results driven, capable of balancing multiple high priorities and quickly determining priority Ability to multitask, prioritising multiple assignments to meet deadlines Self-directed and capable of working under minimal supervision. Familiar with Agile development methodologies Excellent troubleshooting skills Positive approach to problem-solving Qualifications Bachelor's degree in a technical or scientific field or equivalent experience Administrator certification for applications which offer them Experience with scientific research publishing is desirable. Experience working with Publication Management Systems (Aries Editorial Manager) or similar submission tracking systems highly desirable. Physical Requirements and Work Environment Prolonged periods stationary at a desk and working on a computer. Some domestic and/or international travel may be required Rare, but occasional after-hours (evening or weekend) work. The base salary range we've established for these positions is (US): $75,000 - $100,000. PLOS also offers a comprehensive benefits package summarized below. BENEFITS: US: 401k with employer match Employee sponsored health, dental and vision insurance (Dental and Vision 100% employer paid) Paid Vacation, 11 public holidays and sick leave Parental leave Birthday and three winter holidays days off Short term and long term disability insurance 2 days paid time off for volunteering per year Fully remote work environment with stipend on joining for home office About PLOS Building on a strong legacy of pioneering innovation, PLOS continues to be a catalyst in open science, reimagining models to meet open science principles, removing barriers and promoting inclusion in knowledge creation and sharing, and publishing research outputs that enable everyone to learn from, reuse and build upon scientific knowledge. Our work is supported by a highly skilled global in-house team, partnerships with local scholarly organizations, and the valued contributions of a diverse, international community of scientific researchers. We're committed to equal opportunity We're working to create a more equitable system of scientific knowledge and understanding. Removing barriers to inclusion and facilitating broad participation of voices is core to our success, inside and out. Beyond accepting distinct perspectives, we seek and support divergent backgrounds among our staff because we know differences strengthen our teams, our work, and our communities. We strongly encourage applicants of all identities to join us as we work towards a future where science is open to all, for all. Visit plos.org/careers to learn more. To learn more about how PLOS protects your privacy, see our Employee Privacy Notice.