Location: San Jose, California, United States
Who We Are
At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.
OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves.
Across our multiple offices globally, we are united by our core principles:
We Before Me
,
Do the Right Thing
, and
Get Things Done
. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more.
About the Team
OKX Internal Audit is the organization's independent third line of defense, reporting to the Board and the Group Audit and Risk Committee on the design and effectiveness of governance, risk management, and internal controls across a global, multi-entity crypto exchange. The function executes a risk-based annual audit plan covering financial, operational, technology, security, and regulatory risk, and operates with full, unrestricted access to systems, records, and personnel.
Within Internal Audit, the Platform & Infrastructure team sits inside the Global Platform & Engineering (GP&E) team and owns assurance over the technology foundation that keeps the exchange running: network administration, cloud infrastructure and infrastructure-as-code, containerization and orchestration, middleware services, site reliability and disaster recovery, and the data pipelines feeding OKX's financial and operational systems. Reflecting a multi-cloud environment (AWS, Alibaba Cloud, GCP) supporting live trading, custody, and customer-facing operations on a global scale.
About the Role
As Senior Manager, Platform & Infrastructure Audit, you'll be a hands-on, deeply technical individual-contributor auditor who owns critical assurance projects spanning the cloud infrastructure and DevOps lifecycle, from platform build and configuration through CI/CD pipelines and hands-on ITGC validation. You'll bring subject matter expertise to both dimensions of AI in scope: auditing AI (assessing how OKX's AI/ML systems are built, governed, and monitored) and auditing with AI (applying AI tools to your own scoping, testing, and reporting) while also flexing into adjacent domains such as cloud security and identity, resilience engineering, secure SDLC, and data engineering. You'll help shape the risk-based audit plan by identifying emerging infrastructure risks, and partner closely with Engineering, SRE, and Security stakeholders to deliver findings and recommendations that hold up in a fast-moving, high-technology crypto environment.
What You'll be Doing
Cloud Infrastructure & Platform Engineering Audit (SME):
Deep, hands-on expertise auditing cloud platforms (Alibaba Cloud, AWS), containerization and orchestration (Docker, Kubernetes), CI/CD pipelines, and infrastructure-as-code (Terraform, Helm).
AI Use, Adoption & Governance:
Two dimensions, both required.
Auditing AI:
Assessing how AI/ML systems are built, deployed, and monitored — model and data lineage, training-data provenance and quality, access to models and prompts, human-in-the-loop and approval controls, evaluation and drift monitoring, and alignment to emerging AI governance and regulatory expectations.
Auditing with AI:
A demonstrated bias toward using AI in your own audit work — scoping, evidence review, control testing, script generation, and reporting — and an interest in helping the function build reusable AI-enabled audit tooling.
What We Look For in You
Crypto & Blockchain Acumen:
Prior experience at a crypto exchange or with a crypto product is preferred.
Critical Thinking for Complex Environments:
A proven capacity to analyze novel technical and control environments unique to crypto, identify intricate root causes, and propose effective, context-specific remediation that engineering teams will actually adopt.
Breadth Across Adjacent Platform Domains:
Demonstrable experience auditing control design and operating effectiveness in several of the following:
Cloud security and identity — IAM, network segmentation, secrets management, encryption and key management
Site reliability and resilience — observability, incident and problem management, capacity, backup and disaster recovery
Software development lifecycle — code review, branch protection, artifact integrity, secure SDLC, third-party and open-source dependency risk
Data engineering and analytics — integrity and quality of data pipelines and ETL processes
AI/ML platform and MLOps — model registries, feature stores, inference infrastructure, and the data feeding them
Nice to Haves
Cloud or Security Certifications:
AWS or GCP professional-level certification, Certified Kubernetes Administrator (CKA), CISA, CISSP, or CCSK/CCSP.
Crypto and blockchain literacy:
regulated financial-services, fintech, or crypto experience.
Mandarin speaking
Perks &
Benefits
Competitive total compensation package
Various team building programs and company events
Wellness and meal allowances
Comprehensive healthcare schemes for employees and dependants
More that we love to tell you along the process!
OKX Statement:
OKX is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, and non-job related physical or mental disability, or protected veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
The salary range for this position is $171,000 - $257,000
The salary offered depends on a variety of factors, including job-related knowledge, skills, experience, and market location. In addition to the salary, a performance bonus and long-term incentives may be provided as part of the compensation package, as well as a full range of medical, financial, and/or other benefits, dependent on the position offered. Applicants should apply via OKX internal or external careers site.
Notice:
All official
OKX
vacancies are published on this website.
While roles may appear on selected third-party platforms from time to time, information on other sites may be inaccurate or outdated.
If in doubt, please apply directly through our official careers website.
Information collected and processed as part of the recruitment process of any job application you choose to submit is subject to
OKX
's
Candidate Privacy Notice
.
Location: Stockholm
Workplace: Remote
WHY HARVEY
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
ROLE OVERVIEW
Harvey’s Legal Engineer - Product Specialists are experienced lawyers from top-tier firms who leverage their legal expertise to help customers seamlessly integrate Harvey into their daily workflows—driving adoption, increasing utilization, and supporting long-term expansion and renewal. Legal Engineer - Product Specialists collaborate closely with Harvey’s Customer Success Managers and Account Executives to drive all facets of the post-sales strategy. They develop consultative relationships with law firm partners, associates, innovation teams, and in-house counsel at private equity firms and Fortune 500 companies—serving as trusted advisors on how Harvey’s AI solutions can enhance legal effectiveness and efficiency.
Legal Engineer - Product Specialists draw on their legal training and practice experience to ask thoughtful questions, uncover adoption barriers, and develop tailored strategies that build credibility with customers. They partner with Customer Success Managers and Account Executives to communicate Harvey’s value through a mix of large group sessions, small workshops, and one-on-one conversations.
WHAT YOU’LL DO
- Build trusted relationships with law firm and in-house legal teams by understanding their unique workflows and offering tailored guidance on how to incorporate Harvey’s AI into their daily practice.
- Design and lead onboarding sessions, training workshops, and ongoing enablement programs that drive adoption and maximize the value of Harvey’s platform.
- Act as a strategic partner to Customer Success Managers and Account Executives to identify expansion opportunities and support renewal efforts through demonstrated impact and engagement.
- Proactively surface obstacles to adoption by engaging users with thoughtful questions and legal empathy, then develop and implement strategies to overcome them.
- Translate legal practice needs into actionable feedback for the product and engineering teams, helping to shape product development through a lawyer’s lens.
- Monitor usage trends and identify at-risk accounts or untapped opportunities, working cross-functionally to re-engage users and showcase new or underutilized capabilities.
- Contribute to customer-facing content (e.g., training materials, use case guides, FAQ resources) to ensure continued customer success across a range of practice areas.
- Support the credibility and brand of Harvey as the leading AI platform for lawyers by delivering high-quality, domain-specific guidance that meets the expectations of top-tier legal professionals.
- Travel may be required from time to time, including visits to customer office locations and company offices.
WHAT YOU HAVE
- Fluent in the Swedish language.
- JD or equivalent legal qualification.
- At least 3 years of experience practicing law within at a top in-house team.
- Executive engagement skills and presence, with an ability to establish strong relationships with key decision makers and build credibility at all levels.
- Outstanding presentation skills to both legal and executive audiences, whether impromptu on a whiteboard or using presentations and demos.
- Strong understanding of legal processes and challenges faced by legal professionals.
- Curiosity about AI’s potential to transform the legal industry.
- Sales or customer-facing experience, including law firm business development and/or secondment, is a plus, as is experience directly managing law firm client matters and client relationships.
DEPENDING ON YOUR LOCATION, AN APPLICANT PRIVACY NOTICE MAY APPLY TO YOU. YOU CAN FIND ALL OF OUR APPLICANT PRIVACY NOTICES [HERE https://www.notion.so/harveyai/Harvey-Candidate-Privacy-Policies-319ac3fcdd7a803bb807d5094f249922].
#LI-JM1
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
Location: Estonia
Workplace: fully
About the Client
Our client is a digital banking platform serving businesses and individual users. It offers payment accounts, cards and digital tools for managing money internationally.
Role Overview
Take ownership of a developing card scheme compliance function with a direct impact on card operations. You will turn changing scheme rules into practical requirements, coordinate implementation across skilled teams and help deliver changes on time.
Key Responsibilities
Monitor Visa and Mastercard rules, mandates and bulletins. Assess their impact on card issuing and acquiring beyond traditional AML compliance.
Review technical and business processes to identify gaps against current scheme requirements.
Manage scheme-driven changes from impact assessment to go-live within required deadlines, including changes to transaction message fields.
Translate scheme requirements into clear technical tasks for IT, Reconciliation and other teams.
Serve as the main contact for payment schemes and card processors on requirements, clarifications and implementation.
Embed scheme requirements in internal processes and keep documentation current.
Track changes across teams and report progress and risks to management.
Requirements
Proven technical business analysis experience in card payments, or comparable experience working with card schemes.
Hands-on experience tracking and implementing Visa and Mastercard rules and mandates.
Practical technical and business knowledge of card issuing and acquiring.
Experience working directly with payment schemes, card processors and internal IT teams to deliver changes.
Experience writing technical requirements and task specifications for IT and Reconciliation teams.
Working knowledge of card transaction data and message fields, such as ISO 8583.
Compliance experience is a plus.
Languages: English , Russian .
Key Soft Skills
Independence and ownership when navigating unfamiliar processes.
A structured approach and attention to detail.
Clear communication and stakeholder management across technical and business teams.
Strong coordination, prioritisation and follow-up.
The ability to balance scheme requirements with business objectives.
What We Offer
Competitive salary aligned with experience
Collaborative and transparent team culture
High-impact role in a scaling fintech company
Recognition of personal milestones and achievements
Social benefits
Location: Poland
Workplace: fully
About the Client
Our client is a digital banking platform serving businesses and individual users. It offers payment accounts, cards and digital tools for managing money internationally.
Role Overview
Take ownership of a developing card scheme compliance function with a direct impact on card operations. You will turn changing scheme rules into practical requirements, coordinate implementation across skilled teams and help deliver changes on time.
Key Responsibilities
Monitor Visa and Mastercard rules, mandates and bulletins. Assess their impact on card issuing and acquiring beyond traditional AML compliance.
Review technical and business processes to identify gaps against current scheme requirements.
Manage scheme-driven changes from impact assessment to go-live within required deadlines, including changes to transaction message fields.
Translate scheme requirements into clear technical tasks for IT, Reconciliation and other teams.
Serve as the main contact for payment schemes and card processors on requirements, clarifications and implementation.
Embed scheme requirements in internal processes and keep documentation current.
Track changes across teams and report progress and risks to management.
Requirements
Proven technical business analysis experience in card payments, or comparable experience working with card schemes.
Hands-on experience tracking and implementing Visa and Mastercard rules and mandates.
Practical technical and business knowledge of card issuing and acquiring.
Experience working directly with payment schemes, card processors and internal IT teams to deliver changes.
Experience writing technical requirements and task specifications for IT and Reconciliation teams.
Working knowledge of card transaction data and message fields, such as ISO 8583.
Compliance experience is a plus.
Languages: English , Russian .
Key Soft Skills
Independence and ownership when navigating unfamiliar processes.
A structured approach and attention to detail.
Clear communication and stakeholder management across technical and business teams.
Strong coordination, prioritisation and follow-up.
The ability to balance scheme requirements with business objectives.
What We Offer
Competitive salary aligned with experience
Collaborative and transparent team culture
High-impact role in a scaling fintech company
Recognition of personal milestones and achievements
Social benefits
Location: Lithuania
Workplace: fully
About the Client
Our client is a digital banking platform serving businesses and individual users. It offers payment accounts, cards and digital tools for managing money internationally.
Role Overview
Take ownership of a developing card scheme compliance function with a direct impact on card operations. You will turn changing scheme rules into practical requirements, coordinate implementation across skilled teams and help deliver changes on time.
Key Responsibilities
Monitor Visa and Mastercard rules, mandates and bulletins. Assess their impact on card issuing and acquiring beyond traditional AML compliance.
Review technical and business processes to identify gaps against current scheme requirements.
Manage scheme-driven changes from impact assessment to go-live within required deadlines, including changes to transaction message fields.
Translate scheme requirements into clear technical tasks for IT, Reconciliation and other teams.
Serve as the main contact for payment schemes and card processors on requirements, clarifications and implementation.
Embed scheme requirements in internal processes and keep documentation current.
Track changes across teams and report progress and risks to management.
Requirements
Proven technical business analysis experience in card payments, or comparable experience working with card schemes.
Hands-on experience tracking and implementing Visa and Mastercard rules and mandates.
Practical technical and business knowledge of card issuing and acquiring.
Experience working directly with payment schemes, card processors and internal IT teams to deliver changes.
Experience writing technical requirements and task specifications for IT and Reconciliation teams.
Working knowledge of card transaction data and message fields, such as ISO 8583.
Compliance experience is a plus.
Languages: English , Russian .
Key Soft Skills
Independence and ownership when navigating unfamiliar processes.
A structured approach and attention to detail.
Clear communication and stakeholder management across technical and business teams.
Strong coordination, prioritisation and follow-up.
The ability to balance scheme requirements with business objectives.
What We Offer
Competitive salary aligned with experience
Collaborative and transparent team culture
High-impact role in a scaling fintech company
Recognition of personal milestones and achievements
Social benefits
Location: Cyprus
Workplace: fully
About the Client
Our client is a digital banking platform serving businesses and individual users. It offers payment accounts, cards and digital tools for managing money internationally.
Role Overview
Take ownership of a developing card scheme compliance function with a direct impact on card operations. You will turn changing scheme rules into practical requirements, coordinate implementation across skilled teams and help deliver changes on time.
Key Responsibilities
Monitor Visa and Mastercard rules, mandates and bulletins. Assess their impact on card issuing and acquiring beyond traditional AML compliance.
Review technical and business processes to identify gaps against current scheme requirements.
Manage scheme-driven changes from impact assessment to go-live within required deadlines, including changes to transaction message fields.
Translate scheme requirements into clear technical tasks for IT, Reconciliation and other teams.
Serve as the main contact for payment schemes and card processors on requirements, clarifications and implementation.
Embed scheme requirements in internal processes and keep documentation current.
Track changes across teams and report progress and risks to management.
Requirements
Proven technical business analysis experience in card payments, or comparable experience working with card schemes.
Hands-on experience tracking and implementing Visa and Mastercard rules and mandates.
Practical technical and business knowledge of card issuing and acquiring.
Experience working directly with payment schemes, card processors and internal IT teams to deliver changes.
Experience writing technical requirements and task specifications for IT and Reconciliation teams.
Working knowledge of card transaction data and message fields, such as ISO 8583.
Compliance experience is a plus.
Languages: English , Russian .
Key Soft Skills
Independence and ownership when navigating unfamiliar processes.
A structured approach and attention to detail.
Clear communication and stakeholder management across technical and business teams.
Strong coordination, prioritisation and follow-up.
The ability to balance scheme requirements with business objectives.
What We Offer
Competitive salary aligned with experience
Collaborative and transparent team culture
High-impact role in a scaling fintech company
Recognition of personal milestones and achievements
Social benefits
Location: Riga, Latvia
Workplace: fully
About the Client
Our client is a digital banking platform serving businesses and individual users. It offers payment accounts, cards and digital tools for managing money internationally.
Role Overview
Take ownership of a developing card scheme compliance function with a direct impact on card operations. You will turn changing scheme rules into practical requirements, coordinate implementation across skilled teams and help deliver changes on time.
Key Responsibilities
Monitor Visa and Mastercard rules, mandates and bulletins. Assess their impact on card issuing and acquiring beyond traditional AML compliance.
Review technical and business processes to identify gaps against current scheme requirements.
Manage scheme-driven changes from impact assessment to go-live within required deadlines, including changes to transaction message fields.
Translate scheme requirements into clear technical tasks for IT, Reconciliation and other teams.
Serve as the main contact for payment schemes and card processors on requirements, clarifications and implementation.
Embed scheme requirements in internal processes and keep documentation current.
Track changes across teams and report progress and risks to management.
Requirements
Proven technical business analysis experience in card payments, or comparable experience working with card schemes.
Hands-on experience tracking and implementing Visa and Mastercard rules and mandates.
Practical technical and business knowledge of card issuing and acquiring.
Experience working directly with payment schemes, card processors and internal IT teams to deliver changes.
Experience writing technical requirements and task specifications for IT and Reconciliation teams.
Working knowledge of card transaction data and message fields, such as ISO 8583.
Compliance experience is a plus.
Languages: English , Russian .
Key Soft Skills
Independence and ownership when navigating unfamiliar processes.
A structured approach and attention to detail.
Clear communication and stakeholder management across technical and business teams.
Strong coordination, prioritisation and follow-up.
The ability to balance scheme requirements with business objectives.
What We Offer
Competitive salary aligned with experience
Collaborative and transparent team culture
High-impact role in a scaling fintech company
Recognition of personal milestones and achievements
Social benefits
Location: Munich
Workplace: Hybrid
WHY HARVEY
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
ROLE OVERVIEW
Harvey’s Legal Engineer - Product Specialists are experienced lawyers from top-tier firms who leverage their legal expertise to help customers seamlessly integrate Harvey into their daily workflows—driving adoption, increasing utilization, and supporting long-term expansion and renewal. Legal Engineer - Product Specialists collaborate closely with Harvey’s Customer Success Managers and Account Executives to drive all facets of the post-sales strategy. They develop consultative relationships with law firm partners, associates, innovation teams, and in-house counsel at private equity firms and Fortune 500 companies—serving as trusted advisors on how Harvey’s AI solutions can enhance legal effectiveness and efficiency.
Legal Engineer - Product Specialists draw on their legal training and practice experience to ask thoughtful questions, uncover adoption barriers, and develop tailored strategies that build credibility with customers. They partner with Customer Success Managers and Account Executives to communicate Harvey’s value through a mix of large group sessions, small workshops, and one-on-one conversations.
WHAT YOU’LL DO
- Build trusted relationships with law firm and in-house legal teams by understanding their unique workflows and offering tailored guidance on how to incorporate Harvey’s AI into their daily practice.
- Design and lead onboarding sessions, training workshops, and ongoing enablement programs that drive adoption and maximize the value of Harvey’s platform.
- Act as a strategic partner to Customer Success Managers and Account Executives to identify expansion opportunities and support renewal efforts through demonstrated impact and engagement.
- Proactively surface obstacles to adoption by engaging users with thoughtful questions and legal empathy, then develop and implement strategies to overcome them.
- Translate legal practice needs into actionable feedback for the product and engineering teams, helping to shape product development through a lawyer’s lens.
- Monitor usage trends and identify at-risk accounts or untapped opportunities, working cross-functionally to re-engage users and showcase new or underutilized capabilities.
- Contribute to customer-facing content (e.g., training materials, use case guides, FAQ resources) to ensure continued customer success across a range of practice areas.
- Support the credibility and brand of Harvey as the leading AI platform for lawyers by delivering high-quality, domain-specific guidance that meets the expectations of top-tier legal professionals.
- Travel may be required from time to time, including visits to customer office locations and company offices.
WHAT YOU HAVE
- JD or equivalent legal qualification.
- At least 3 years of experience practicing law within at a top in-house team.
- Executive engagement skills and presence, with an ability to establish strong relationships with key decision makers and build credibility at all levels.
- Outstanding presentation skills to both legal and executive audiences, whether impromptu on a whiteboard or using presentations and demos.
- Strong understanding of legal processes and challenges faced by legal professionals.
- Curiosity about AI’s potential to transform the legal industry.
- Sales or customer-facing experience, including law firm business development and/or secondment, is a plus, as is experience directly managing law firm client matters and client relationships.
DEPENDING ON YOUR LOCATION, AN APPLICANT PRIVACY NOTICE MAY APPLY TO YOU. YOU CAN FIND ALL OF OUR APPLICANT PRIVACY NOTICES [HERE https://www.notion.so/harveyai/Harvey-Candidate-Privacy-Policies-319ac3fcdd7a803bb807d5094f249922].
#LI-JM1
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
Location: London
Workplace: Hybrid
WHY HARVEY
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
ROLE OVERVIEW
As Harvey scales its post-sales function across EMEA, we are hiring a Legal Engineer Manager - Product Specialist to lead and grow the Product Specialist team in London. This role was created to provide senior leadership and strategic direction to a team of Product Specialists who support existing customers in maximising their use of the Harvey platform.
Harvey’s Legal Engineer - Product Specialists are experienced lawyers from top-tier firms who leverage their legal expertise to help customers seamlessly integrate Harvey into their daily workflows - driving adoption, increasing utilisation, and supporting long-term expansion and renewal. Legal Engineer - Product Specialists collaborate closely with Harvey’s Customer Success Managers to drive all facets of the post-sales strategy. They develop consultative relationships with law firm partners, associates, innovation teams, and in-house counsel, serving as trusted advisors on how Harvey’s AI solutions can enhance legal effectiveness and efficiency.
Legal Engineer - Product Specialists draw on their legal training and practice experience to ask thoughtful questions, uncover adoption barriers, and develop tailored strategies that build credibility with customers. They partner with Customer Success Managers to communicate Harvey’s value through a mix of large group sessions, small workshops, and one-on-one conversations.
WHAT YOU'LL DO
- Lead and develop a team of Legal Engineers - Product Specialists in the UK, providing coaching, performance management, and career development support.
- Own the post-implementation customer relationship from a legal engineering perspective, ensuring law firm and in-house clients are effectively onboarded, trained, and supported on an ongoing basis
- Act as the senior escalation point for complex or strategic customer engagements, bringing deep product and legal expertise
- Partner with Account Management and Sales to identify expansion opportunities, support renewals, and contribute to retention strategy
- Collaborate with the Product team to surface customer feedback, advocate for platform improvements, and keep the team informed of new features and roadmap developments
- Define and iterate on team processes, playbooks, and frameworks to build a scalable and high-performing function
WHAT YOU HAVE
- Qualified lawyer with 7+ PQE, with experience in a law firm or in-house legal environment
- Prior experience managing or mentoring a team, with a track record of developing talent and driving performance
- Deep familiarity with legal technology and AI tools, with an ability to quickly develop and demonstrate platform expertise
- Strong commercial instincts and the ability to engage credibly with senior stakeholders at law firms and in-house legal teams
- Excellent communication and presentation skills, with experience running training, workshops, or client-facing product sessions
- Comfort operating in a fast-paced, high-growth environment with a pragmatic, solutions-oriented approach
DEPENDING ON YOUR LOCATION, AN APPLICANT PRIVACY NOTICE MAY APPLY TO YOU. YOU CAN FIND ALL OF OUR APPLICANT PRIVACY NOTICES [HERE https://www.notion.so/harveyai/Harvey-Candidate-Privacy-Policies-319ac3fcdd7a803bb807d5094f249922].
#LI-LM1
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
Location: USA
Workplace: remote
Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. With a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA.We’re proud to be recognized by top industry analysts as a Leader and Strong Performer in multiple Gartner and Forrester reports. In 2025, Creatio was named to Inc.’s Best Workplaces list, recognizing our commitment to employee wellbeing and a strong workplace culture.Who We're Looking For:We are looking for an Enterprise Customer Success Manager who will be working with strategic customers across the North American market. The candidate should be based on the U.S. East Coast, with candidates in the Central Time Zone potentially considered. This role will focus on strategic customers with a strong emphasis on banks, credit unions, and other financial services organizations.Responsibilities:Maintain and develop long-term relationships with strategic customers of the Corporate & Enterprise segment across the USA region.Act as a trusted advisor of assigned accounts and communicate with them on different levels including C-level executives.Control and audit delivery processes in implementation projects for Corporate & Enterprise customers, identify early red flags to prevent delivery and launch-related issues.Help customers achieve their desired outcomes, value realization, and high ROI.Grow customer's portfolio through zero churn and active cross and up-sales.Maintain higher than industry average NPS score.Requirements:Minimum 3+ years of B2B account management or project management experience working with Enterprise accounts in USAExperience working with CRM, BPM, LC/NC solutions will be a preference.English language skills and executive level communication.Desire to learn and adapt fast according to a changing market environment.Customer-centric expert with a track record in delivering customer success. What to expect from us:Growth & Development: Clear career paths, mentorship opportunities, and access to continuous learning to help you reach your full potential.Flexibility & Well-Being: We provide flexible work arrangements and initiatives that empower you to manage your schedule effectively, stay productive, and thrive both personally and professionally.Recognition & Impact: A culture that celebrates achievements, values your ideas, and empowers you to make real contributions from day one.Innovative Culture: Be part of a company that embraces new ideas, modern technologies, and bold thinking to stay ahead of the curve.Benefits & Rewards Package: We provide competitive compensation and benefits designed to support you and your family. Our rewards approach goes beyond salary, recognizing your contributions and commitment. The exact package may vary depending on your country of residence and employment type
Location: Remote (United States)
Thank you for considering Tailscale. If this job description resonates with you, please apply.
Frequently cited statistics show that people who identify with historically marginalized groups are likely to apply to jobs only if they meet 100% of the qualifications.
We encourage you to help us break that statistic!
About Tailscale
Tailscale is making safe connection effortless by delivering software that makes it easy to securely interconnect people and their devices, no matter where they are. From hobbyists to multinational corporations, teams of every size use Tailscale each day to protect their networks, share access to internal tools, and more. We're building a future for the Internet that's easy, sensible, and safe, like it used to be. Founded in 2019 and fully distributed, we're backed by Accel, CRV, Insight, Heavybit, and Uncork Capital.
About the Role
The Community Programs team creates the spaces, programs, and opportunities that help our community thrive. We're looking for a Community Engagement and Advocacy Manager to help us strengthen relationships with the people who use, build with, and advocate for Tailscale.
In this role, you'll own and grow three important areas of our community: the Tailscale Insiders advocacy program, our digital communities, specifically Discord and Reddit, and our Community Projects program.
You'll focus on creating meaningful opportunities for community members to connect, contribute, share their expertise, and be recognized for the work they do. Whether that's helping an Insider find their next speaking opportunity, bringing Tailscale staff into conversations on Discord, or showcasing an exciting community-built project, you'll help turn community participation into lasting relationships and advocacy.
You'll work closely with teams across Tailscale, including Developer Relations, Product, Engineering, Marketing, and Support, to connect community members with the right people, resources, and opportunities.
We're looking for someone who genuinely enjoys working with people, understands what makes communities thrive, and can turn ideas into thoughtful, well-run programs. You don't need to be deeply technical, but you should be curious about technology and excited to learn from the people building with it.
Key Responsibilities
Insiders Advocacy Program
Own the strategy, day-to-day operations, engagement, and ongoing growth of the Tailscale Insiders advocacy program.
Build and maintain meaningful relationships with Insiders, understanding their interests, expertise, motivations, and how they want to participate in the Tailscale community.
Develop recurring engagement opportunities that help Insiders connect with one another and with teams across Tailscale.
Identify opportunities for Insiders to contribute through speaking engagements, technical content, community events, product feedback, testing, and other initiatives.
Partner with internal teams to create clear pathways for Insiders to participate in company initiatives, ensuring opportunities are relevant and mutually beneficial.
Identify and nurture emerging advocates across the Tailscale community, creating pathways for deeper participation and potential involvement in the Insiders program.
Own the recruitment, onboarding, recognition, and ongoing engagement of Insiders, ensuring participants feel valued, supported, and connected.
Gather feedback from program members and continuously improve the Insider experience.
Track program participation, contributions, engagement, and outcomes to understand and communicate the impact of the program.
Digital Communities: Discord & Reddit
Own the strategy, day-to-day engagement, and overall community experience across Tailscale's Discord and Reddit communities, fostering welcoming, active, and inclusive spaces.
Develop and execute engagement initiatives, including community events, AMAs, discussions, and member spotlights that encourage participation and connection.
Partner with teams across Tailscale to bring staff into community conversations and create opportunities for meaningful engagement.
Partner with Product, Marketing, and Developer Relations to plan and lead Discord and Reddit engagement around product launches, announcements, and key company initiatives.
Own day-to-day community moderation, including enforcing guidelines, managing moderation tools and bots, coordinating volunteer moderators, and escalating sensitive issues to appropriate internal teams.
Identify opportunities to improve community engagement, structures, and experiences based on member feedback and participation.
Recognize and celebrate active members and contributors, creating opportunities for deeper involvement and advocacy.
Monitor community conversations, feedback, and engagement metrics to identify emerging themes, share actionable insights with internal teams, and inform community strategy, product decisions, and program improvements.
Community Projects
Own the strategy, operations, and continued growth of Tailscale's Community Projects program, recognizing and amplifying projects built by our community.
Develop and maintain a clear, repeatable process for discovering, submitting, reviewing, tracking, and showcasing community projects.
Build relationships with project creators, understanding what they've built, their motivations, and how Tailscale can support and recognize their work.
Partner with Developer Relations, Marketing, Product, and Engineering to identify opportunities to turn community projects into technical content, demos, documentation, social content, and community showcases.
Create opportunities for project creators to share their work through community events, presentations, blog posts, videos, and other channels.
Identify projects that demonstrate creative or emerging uses of Tailscale and help surface those examples to relevant internal teams.
Develop thoughtful ways to recognize and reward contributors, ensuring builders receive visibility and credit for their work.
Track program activity, project contributions, and outcomes to help demonstrate how community projects support advocacy, learning, and broader awareness of Tailscale as a platform.
What We Are Looking For
3–5+ years of experience in community management, advocacy, community programs, developer communities, or related roles.
Experience owning and growing community programs, including developing initiatives, coordinating stakeholders, and driving engagement.
Proven ability to build meaningful relationships with community members, advocates, contributors, and internal teams.
Experience managing and moderating online communities, including community guidelines, moderation tools, and maintaining healthy, inclusive environments.
Strong written and verbal communication skills, with the ability to engage authentically and collaborate across teams.
Excellent organizational and program management skills, with the ability to manage multiple priorities, work independently, and navigate ambiguity.
Strong understanding of community engagement and advocacy, with the ability to identify opportunities, recognize contributors, and turn feedback into meaningful improvements.
Genuine curiosity about technology and an eagerness to learn about Tailscale's products and community.
Nice to Have
Experience managing advocacy, ambassador, champion, or contributor recognition programs.
Hands-on experience managing Discord, Reddit, or similar community platforms, including moderation bots and automation tools.
Experience working with developers, open source, infrastructure, networking, security, or other technology-focused communities.
Familiarity with community engagement and intelligence tools such as Common Room.
Experience developing community programming such as AMAs, virtual events, member spotlights, and recurring engagement initiatives.
Experience identifying and amplifying community stories, projects, or contributor achievements.
Experience collaborating with Product, Developer Relations, Engineering, Marketing, or Support teams.
Willingness and ability to travel occasionally to support community events, meetups, and other initiatives.
As a company, we strive to maintain fair and equitable compensation practices within our team across all roles and all levels. Tailscale's compensation package includes base salary, equity, and comprehensive benefits. The salary range displayed on each job posting represents the target range for a new hire's base salary. Individual offers may vary based on experience and skill set.
US Pay Range
$144,000
—
$177,000 USD
What We Offer
An inclusive, flexible environment where you can be your authentic self.
We recognize the impact of diverse voices and backgrounds on the growth of our people, product, and company. And that flexibility in how and when you work empowers our team to integrate work and life.
A competitive total compensation package.
This includes a base salary, an equity incentive plan and variable commission (for quota-based roles).
Comprehensive group benefits with no waiting period.
Take advantage of coverage for health, vision, dental, and more for you and your family!
Remote first company
—most of our teams work fully remotely. Enjoy a change of scenery wherever you can get wifi, participate in virtual and in-person social events, and leverage our corporate co-working program to visit WeWork (or other similar spaces near you). Some roles require in-office collaboration depending on team needs, which will be clearly noted in the job description.
Employer-funded retirement contributions.
Tailscale will match your retirement contributions dollar-for-dollar, up to a maximum annual employer contribution equal to 0.75% of your eligible compensation.
Connect with other Tailscalars IRL.
Attend our annual company retreat, participate in team off-sites, and collaborate in person with teammates across Canada, the United States, the United Kingdom, and Singapore. We support intentional in-person connection through team travel and distributed collaboration.
Support for your personal and professional development.
Grow your career thoughtfully with $1500 USD annually for professional development, or take advantage of mentorship, coaching, and internal promotion opportunities.
Paid time off and a healthy work-life integration.
Our flexible, paid time off program supports you for any situation life throws your way, whether moving homes or travelling the world!
A build-your-own home office setup.
You choose your own company-owned laptop (Mac or PC), receive a monthly home internet reimbursement, and $500 USD to customize your workstation to make it your own.
Paid parental leave program
. We care about your life outside of work and encourage new parents to take advantage of parental leave top-ups (20 weeks for birthing parents, 16 weeks for non-birthing parents).
Tailscale is committed to providing an accessible and inclusive hiring process. If you require an accommodation at any stage of the recruitment process or related to any aspect of this role, please contact your recruiter.
Our hiring process uses AI-assisted tools to help screen and assess candidates. All hiring decisions are made by people.
Please be aware that legitimate emails from Tailscale's talent team will only originate from @tailscale.com, @greenhouse.io, and @interviews.modernloop.io email addresses. For more information about protecting yourself from impersonators and scams, please visit
https://tailscale.com/scam-awareness
.
Location: Remote (Canada)
Thank you for considering Tailscale. If this job description resonates with you, please apply.
Frequently cited statistics show that people who identify with historically marginalized groups are likely to apply to jobs only if they meet 100% of the qualifications.
We encourage you to help us break that statistic!
About Tailscale
Tailscale is making safe connection effortless by delivering software that makes it easy to securely interconnect people and their devices, no matter where they are. From hobbyists to multinational corporations, teams of every size use Tailscale each day to protect their networks, share access to internal tools, and more. We're building a future for the Internet that's easy, sensible, and safe, like it used to be. Founded in 2019 and fully distributed, we're backed by Accel, CRV, Insight, Heavybit, and Uncork Capital.
About the Role
The Community Programs team creates the spaces, programs, and opportunities that help our community thrive. We're looking for a Community Engagement and Advocacy Manager to help us strengthen relationships with the people who use, build with, and advocate for Tailscale.
In this role, you'll own and grow three important areas of our community: the Tailscale Insiders advocacy program, our digital communities, specifically Discord and Reddit, and our Community Projects program.
You'll focus on creating meaningful opportunities for community members to connect, contribute, share their expertise, and be recognized for the work they do. Whether that's helping an Insider find their next speaking opportunity, bringing Tailscale staff into conversations on Discord, or showcasing an exciting community-built project, you'll help turn community participation into lasting relationships and advocacy.
You'll work closely with teams across Tailscale, including Developer Relations, Product, Engineering, Marketing, and Support, to connect community members with the right people, resources, and opportunities.
We're looking for someone who genuinely enjoys working with people, understands what makes communities thrive, and can turn ideas into thoughtful, well-run programs. You don't need to be deeply technical, but you should be curious about technology and excited to learn from the people building with it.
Key Responsibilities
Insiders Advocacy Program
Own the strategy, day-to-day operations, engagement, and ongoing growth of the Tailscale Insiders advocacy program.
Build and maintain meaningful relationships with Insiders, understanding their interests, expertise, motivations, and how they want to participate in the Tailscale community.
Develop recurring engagement opportunities that help Insiders connect with one another and with teams across Tailscale.
Identify opportunities for Insiders to contribute through speaking engagements, technical content, community events, product feedback, testing, and other initiatives.
Partner with internal teams to create clear pathways for Insiders to participate in company initiatives, ensuring opportunities are relevant and mutually beneficial.
Identify and nurture emerging advocates across the Tailscale community, creating pathways for deeper participation and potential involvement in the Insiders program.
Own the recruitment, onboarding, recognition, and ongoing engagement of Insiders, ensuring participants feel valued, supported, and connected.
Gather feedback from program members and continuously improve the Insider experience.
Track program participation, contributions, engagement, and outcomes to understand and communicate the impact of the program.
Digital Communities: Discord & Reddit
Own the strategy, day-to-day engagement, and overall community experience across Tailscale's Discord and Reddit communities, fostering welcoming, active, and inclusive spaces.
Develop and execute engagement initiatives, including community events, AMAs, discussions, and member spotlights that encourage participation and connection.
Partner with teams across Tailscale to bring staff into community conversations and create opportunities for meaningful engagement.
Partner with Product, Marketing, and Developer Relations to plan and lead Discord and Reddit engagement around product launches, announcements, and key company initiatives.
Own day-to-day community moderation, including enforcing guidelines, managing moderation tools and bots, coordinating volunteer moderators, and escalating sensitive issues to appropriate internal teams.
Identify opportunities to improve community engagement, structures, and experiences based on member feedback and participation.
Recognize and celebrate active members and contributors, creating opportunities for deeper involvement and advocacy.
Monitor community conversations, feedback, and engagement metrics to identify emerging themes, share actionable insights with internal teams, and inform community strategy, product decisions, and program improvements.
Community Projects
Own the strategy, operations, and continued growth of Tailscale's Community Projects program, recognizing and amplifying projects built by our community.
Develop and maintain a clear, repeatable process for discovering, submitting, reviewing, tracking, and showcasing community projects.
Build relationships with project creators, understanding what they've built, their motivations, and how Tailscale can support and recognize their work.
Partner with Developer Relations, Marketing, Product, and Engineering to identify opportunities to turn community projects into technical content, demos, documentation, social content, and community showcases.
Create opportunities for project creators to share their work through community events, presentations, blog posts, videos, and other channels.
Identify projects that demonstrate creative or emerging uses of Tailscale and help surface those examples to relevant internal teams.
Develop thoughtful ways to recognize and reward contributors, ensuring builders receive visibility and credit for their work.
Track program activity, project contributions, and outcomes to help demonstrate how community projects support advocacy, learning, and broader awareness of Tailscale as a platform.
What We Are Looking For
3–5+ years of experience in community management, advocacy, community programs, developer communities, or related roles.
Experience owning and growing community programs, including developing initiatives, coordinating stakeholders, and driving engagement.
Proven ability to build meaningful relationships with community members, advocates, contributors, and internal teams.
Experience managing and moderating online communities, including community guidelines, moderation tools, and maintaining healthy, inclusive environments.
Strong written and verbal communication skills, with the ability to engage authentically and collaborate across teams.
Excellent organizational and program management skills, with the ability to manage multiple priorities, work independently, and navigate ambiguity.
Strong understanding of community engagement and advocacy, with the ability to identify opportunities, recognize contributors, and turn feedback into meaningful improvements.
Genuine curiosity about technology and an eagerness to learn about Tailscale's products and community.
Nice to Have
Experience managing advocacy, ambassador, champion, or contributor recognition programs.
Hands-on experience managing Discord, Reddit, or similar community platforms, including moderation bots and automation tools.
Experience working with developers, open source, infrastructure, networking, security, or other technology-focused communities.
Familiarity with community engagement and intelligence tools such as Common Room.
Experience developing community programming such as AMAs, virtual events, member spotlights, and recurring engagement initiatives.
Experience identifying and amplifying community stories, projects, or contributor achievements.
Experience collaborating with Product, Developer Relations, Engineering, Marketing, or Support teams.
Willingness and ability to travel occasionally to support community events, meetups, and other initiatives.
As a company, we strive to maintain fair and equitable compensation practices within our team across all roles and all levels. Tailscale's compensation package includes base salary, equity, and comprehensive benefits. The salary range displayed on each job posting represents the target range for a new hire's base salary. Individual offers may vary based on experience and skill set.
CAN Pay Range
$192,960
—
$237,180 CAD
What We Offer
An inclusive, flexible environment where you can be your authentic self.
We recognize the impact of diverse voices and backgrounds on the growth of our people, product, and company. And that flexibility in how and when you work empowers our team to integrate work and life.
A competitive total compensation package.
This includes a base salary, an equity incentive plan and variable commission (for quota-based roles).
Comprehensive group benefits with no waiting period.
Take advantage of coverage for health, vision, dental, and more for you and your family!
Remote first company
—most of our teams work fully remotely. Enjoy a change of scenery wherever you can get wifi, participate in virtual and in-person social events, and leverage our corporate co-working program to visit WeWork (or other similar spaces near you). Some roles require in-office collaboration depending on team needs, which will be clearly noted in the job description.
Employer-funded retirement contributions.
Tailscale will match your retirement contributions dollar-for-dollar, up to a maximum annual employer contribution equal to 0.75% of your eligible compensation.
Connect with other Tailscalars IRL.
Attend our annual company retreat, participate in team off-sites, and collaborate in person with teammates across Canada, the United States, the United Kingdom, and Singapore. We support intentional in-person connection through team travel and distributed collaboration.
Support for your personal and professional development.
Grow your career thoughtfully with $1500 USD annually for professional development, or take advantage of mentorship, coaching, and internal promotion opportunities.
Paid time off and a healthy work-life integration.
Our flexible, paid time off program supports you for any situation life throws your way, whether moving homes or travelling the world!
A build-your-own home office setup.
You choose your own company-owned laptop (Mac or PC), receive a monthly home internet reimbursement, and $500 USD to customize your workstation to make it your own.
Paid parental leave program
. We care about your life outside of work and encourage new parents to take advantage of parental leave top-ups (20 weeks for birthing parents, 16 weeks for non-birthing parents).
Tailscale is committed to providing an accessible and inclusive hiring process. If you require an accommodation at any stage of the recruitment process or related to any aspect of this role, please contact your recruiter.
Our hiring process uses AI-assisted tools to help screen and assess candidates. All hiring decisions are made by people.
Please be aware that legitimate emails from Tailscale's talent team will only originate from @tailscale.com, @greenhouse.io, and @interviews.modernloop.io email addresses. For more information about protecting yourself from impersonators and scams, please visit
https://tailscale.com/scam-awareness
.
Location: New York, New York; Manhattan, New York; Brooklyn, New York; Trenton, New Jersey; Yonkers, New york; New York City Metropolitan Area; Newark, New Jersey
Workplace: remote
Provectus is an AI consultancy founded in 2010 and led by its founders. As an AWS Premier Partner and an Anthropic Preferred Partner, we help Financial Services & Insurance and Healthcare & Life Sciences companies design, build, and operate production AI systems. With offices across North America, LATAM, and EMEA, we work with clients worldwide.
We are hiring an Account Executive to turn incoming enterprise leads into signed consulting engagements. Clients buy multi-month consulting engagements. You won't build pipeline from scratch. Anthropic and AWS share qualified enterprise leads with us.
Your job has four parts:
Qualify those leads quickly.
Run discovery with buyers at banks, insurers and life sciences companies.
Scope the work with our architects.
Close.
What you'll do:
Pick up new leads as they arrive, decide which to pursue, and be able to explain why.
Run discovery calls with business and technology leaders. Map their process, data, regulatory constraints, budget and decision path.
Work with delivery leads and architects to scope proposals and SOWs that we can deliver. You are selling consulting engagements, not software licenses.
Negotiate and close to a signed SOW, with the Chief Commercial Officer joining larger deals.
Run the full sales cycle: discovery, solution scoping, proposal, negotiation, close.
Translate Anthropic's product roadmap and partnership incentives into the client propositions.
Keep Anthropic and AWS partner reps informed on the leads they share, and take part in joint pipeline reviews.
Keep the CRM current and forecast your deals accurately.
Bring buyer objections and patterns from each industry back to leadership and marketing.
Travel for client meetings, up to 30% of your time.
What You Need to Succeed:
2–4 years in a client-facing commercial role in a consulting or IT services firm where you closed deals yourself, such as account executive, account manager, or consultant who owned client sales. Be ready to share the specifics: what you closed, at what size, and how long each deal took.
OR experience with banks, insurers, or pharma/biotech companies in one of these roles: selling services or technology to them (including smaller deals you closed yourself or larger deals where you supported the lead); working on client projects at a consulting firm, including proposals or scoping; or working inside one of these companies on projects where you helped evaluate and select outside vendors.
Working knowledge of Financial Services (banking, insurance, capital markets) or Life Sciences (pharma, biotech). You have worked in the industry or sold into it, and you can discuss a buyer's process and regulatory constraints in their terms.
Experience selling services engagements or complex B2B deals with several stakeholders.
Clear written and spoken communication with director-, VP- and C-level buyers.
Comfort handling a steady volume of leads and choosing where to spend your time.
Strong plus
Experience selling AI/ML, data or cloud services.
Experience working partner-referred leads from Anthropic, AWS, GCP or Azure.
About Provectus:
Provectus is an Artificial Intelligence consultancy and solutions provider, helping businesses achieve their objectives through AI and data-driven innovation organization-wide in such industries as Financial Services, Insurance, Healthcare & Life Sciences, Retail & CPG, Media & Entertainment, and Manufacturing.
We are recognized by industry analysts as a leading provider of AI solutions across key business domains.
At Provectus, we value innovation, ownership, and collaboration — and we are looking for people who want to grow with us and make an impact.
Why Join Us:
Leads arrive every day, so your time goes into closing rather than prospecting.
You learn enterprise AI consulting sales in two regulated industries.
You close with support: our architects scope the work with you, and the Chief Commercial Officer joins larger negotiations.
The delivery team can execute what you sell: 350+ people, 150+ certified architects, and 100+ customers in production.
Work at the intersection of two AI partnerships: Anthropic and AWS.
High-impact role with direct visibility to leadership.
Compensation and benefits
Base $90–120K + commission, OTE range $140–170K. The salary range is determined through interviews and a review of the education, experience, knowledge, skills, and abilities of the applicant, and alignment with market data.
B2B contract model or full-time model.
Unlimited vacation policy.
Generous health, vision, and dental insurance, and life insurance.
401(k) matching plan.
Location: San Francisco, California
Fin
, now part of Salesforce, is on a mission to help businesses provide perfect customer experiences.
Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey, from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk, giving modern support teams one single system.
Together with Salesforce, the #1 AI CRM, where humans with agents drive customer success, we're building the future of customer experience. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword, it's a way of life. The world of work as we know it is changing, and we're looking for Trailblazers who are passionate about bettering business and the world through AI.
Ready to level up your career at the company leading workforce transformation in the agentic era? You're in the right place. Agentforce is the future of AI, and you are the future of Salesforce.
What's the opportunity?
Implementation is an activity every Fin customer experiences, whether they're buying Fin for the first time, expanding Fin to a new team, or adopting new features. More and more of those deployments are delivered by our partners, including the Salesforce partner community now ramping up on Fin. A partner-led deployment is only as good as the partner delivering it.
As a Partner Services Manager focused on Enablement, you'll own how our partners get certified and stay current. Your work runs from a partner's first day with Fin, through to the moment they're ready to lead customer deployments, and then every product release after that. Your primary responsibility is making sure every partner who works with a Fin customer has the knowledge, skills and readiness to deliver real value.
Partner Services Managers have an outsized impact on the company. If you want to help make business personal for our customers and you want to work with an ever growing and changing team, you're in the right place!
What will I be doing?
You will own partner enablement end to end: how partners get certified, and how they stay current as Fin evolves
You will onboard new partners with structured onboarding plans that take them from signed agreement to first deployment, covering Fin's product, our deployment methodology and our delivery standards
You will run partner certification, including bootcamps, assessments and scenario-based testing. You'll certify named consultants individually, not just partner firms
You will run Fin Deployment Partner Bootcamps, both in person and virtually, including joint bootcamps with Salesforce for its partner community
You will build and maintain enablement content, including curricula, online courses, playbooks, hands-on labs and demo environments, and keep it up to date as new features ship
You will check partner readiness before partners are assigned customer work. That means running readiness assessments, organising shadow and reverse-shadow on live deployments, and confirming that a partner has certified people and capacity in place
You will track each partner's progress from enabled (delivering under Fin's oversight) to certified (delivering independently), and keep partner and consultant certification records accurate
You will keep partners current through recertification, release briefings and regular partner office hours
You will use delivery data, such as Partner CSAT, Fin outcomes, escalations and QA findings, to spot skill gaps and turn them into targeted enablement
You will own enablement KPIs, including time to certification, certification pass rate, time to first deployment and post-certification delivery quality
You will work closely with the rest of the Deployment Services team, especially fellow Partner Services Managers and AI Deployment Consultants, to turn lessons from the field into better enablement
You'll collaborate with our Product, R&D and Education teams to get early access to new features and enable partners on them ahead of launch
You will cover enablement progress, certification status and skill gaps in each partner's Quarterly Business Review
What skills do I need?
4+ years of work experience, with 2+ years in implementation, partner enablement or technical training roles
Enablement Design: experience building training or certification programmes, ideally for partners, consultants or other technical audiences
Facilitation: confident leading workshops and multi-day bootcamps for technical audiences, both in person and virtually
Content Creation: the ability to turn complex product and deployment practices into clear courses, guides and hands-on exercises
Assessment: the judgement to tell whether someone can actually do the work, not just pass a quiz, and the confidence to give direct feedback
Technical Fluency: comfortable with core SaaS and AI concepts (APIs, integrations, LLM basics, automation logic), enough to speak credibly with technical partner teams
Programme Management: organised and detail-oriented, able to run several partner cohorts and certification tracks at once
Positivity and Engagement: a genuine interest in the work you do and a positive attitude!
Curiosity: a passion for learning, for technology and for solving problems
Adaptability: change is constant, and the Deployment Services Team values experimentation to find the best processes and solutions
Demonstrate the Fin Values: Customer Obsessed, Success First, Incredibly High Standards, Open Mindedness, Resilience, Impatience, Positive and Optimistic
Bonus skills & attributes
Experience running a partner enablement or certification programme at a SaaS company or systems integrator
Experience with learning management systems and course authoring tools
Experience with the Salesforce partner ecosystem
Experience training on SaaS products or, specifically, experience with Fin
Experience with AI Agents and / or Large Language Models
Hands-on experience delivering SaaS implementations yourself, as a consultant or implementation manager
Great examples of self-started projects with measurable success
Experience with RESTful API Integrations
*Proof of eligibility to work in the United States is required.
The base salary range for candidates within the San Francisco Bay Area is $157,500-$188,150. Actual base pay will depend on a variety of factors such as education, skills, experience, location, etc. The base pay range is subject to change and may be modified in the future. All regular employees may also be eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock in the form of Restricted Stock Units (RSUs).
#LI-Hybrid
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. At Fin, we want to give people what they need to do the best work of their careers. Our benefits and programs are designed to support your health and wellbeing, your family, your time away from work, and your financial future. Offerings vary by location in line with local practices and requirements. Learn more about working at Fin and the benefits we offer at
fin.ai/careers
. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.
Policies
Fin has a hybrid working policy. We believe that working in person helps us stay connected, collaborate easier and create a great culture while still providing flexibility to work from home. We expect employees to be in the office at least three days per week.
We have a radically open and accepting culture at Fin. We avoid spending time on divisive subjects to foster a safe and cohesive work environment for everyone. As an organization, our policy is to not advocate on behalf of the company or our employees on any social or political topics out of our internal or external communications. We respect personal opinion and expression on these topics on personal social platforms on personal time, and do not challenge or confront anyone for their views on non-work related topics. Our goal is to focus on doing incredible work to achieve our goals and unite the company through our
core values
.
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination.
Know your rights: workplace discrimination is illegal.
Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
Location: Madrid
Workplace: Hybrid
WHY HARVEY
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
ROLE OVERVIEW
Harvey’s Legal Engineer - Product Specialists are experienced lawyers from top-tier firms who leverage their legal expertise to help customers seamlessly integrate Harvey into their daily workflows—driving adoption, increasing utilization, and supporting long-term expansion and renewal. Legal Engineer - Product Specialists collaborate closely with Harvey’s Customer Success Managers and Account Executives to drive all facets of the post-sales strategy. They develop consultative relationships with law firm partners, associates, innovation teams, and in-house counsel at private equity firms and Fortune 500 companies—serving as trusted advisors on how Harvey’s AI solutions can enhance legal effectiveness and efficiency.
Legal Engineer - Product Specialists draw on their legal training and practice experience to ask thoughtful questions, uncover adoption barriers, and develop tailored strategies that build credibility with customers. They partner with Customer Success Managers and Account Executives to communicate Harvey’s value through a mix of large group sessions, small workshops, and one-on-one conversations.
WHAT YOU’LL DO
- Build trusted relationships with law firm and in-house legal teams by understanding their unique workflows and offering tailored guidance on how to incorporate Harvey’s AI into their daily practice.
- Design and lead onboarding sessions, training workshops, and ongoing enablement programs that drive adoption and maximize the value of Harvey’s platform.
- Act as a strategic partner to Customer Success Managers and Account Executives to identify expansion opportunities and support renewal efforts through demonstrated impact and engagement.
- Proactively surface obstacles to adoption by engaging users with thoughtful questions and legal empathy, then develop and implement strategies to overcome them.
- Translate legal practice needs into actionable feedback for the product and engineering teams, helping to shape product development through a lawyer’s lens.
- Monitor usage trends and identify at-risk accounts or untapped opportunities, working cross-functionally to re-engage users and showcase new or underutilized capabilities.
- Contribute to customer-facing content (e.g., training materials, use case guides, FAQ resources) to ensure continued customer success across a range of practice areas.
- Support the credibility and brand of Harvey as the leading AI platform for lawyers by delivering high-quality, domain-specific guidance that meets the expectations of top-tier legal professionals.
- Travel may be required from time to time, including visits to customer office locations and company offices.
WHAT YOU HAVE
- JD or equivalent legal qualification
- At least 3 years of experience practicing law within at a top in-house team.
- Executive engagement skills and presence, with an ability to establish strong relationships with key decision makers and build credibility at all levels.
- Outstanding presentation skills to both legal and executive audiences, whether impromptu on a whiteboard or using presentations and demos.
- Strong understanding of legal processes and challenges faced by legal professionals.
- Curiosity about AI’s potential to transform the legal industry.
- Sales or customer-facing experience, including law firm business development and/or secondment, is a plus, as is experience directly managing law firm client matters and client relationships.
DEPENDING ON YOUR LOCATION, AN APPLICANT PRIVACY NOTICE MAY APPLY TO YOU. YOU CAN FIND ALL OF OUR APPLICANT PRIVACY NOTICES [HERE https://www.notion.so/harveyai/Harvey-Candidate-Privacy-Policies-319ac3fcdd7a803bb807d5094f249922].
#LI-RC1
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
Location: Amsterdam
Workplace: Remote
ABOUT US
Sierra is the leading platform for customer-facing AI agents, working with many of the world's biggest brands — including The GAP, Rocket Mortgage, SoFi, Sutter Health, and SoftBank — to transform how they serve customers and grow their businesses. We are primarily an in-person company based in San Francisco, with growing offices across North America, Europe, and Asia.
We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and a commitment to balancing Family along the way. These values are the foundation of our work, and we are committed to upholding them in everything we do.
Sierra was co-founded by Bret Taylor https://www.linkedin.com/in/brettaylor/ and Clay Bavor https://www.linkedin.com/in/claybavor/ who first met while working together at Google over 20 years ago. Bret currently serves as Chairman of the Board of Open AI. Previously, he was co-CEO of Salesforce and CTO of Facebook. Clay spent 18 years at Google, where he most recently led Google Labs.
WHAT YOU'LL DO
- Prospecting & lead generation: Identify and target potential customers through research, networking, and cold calling. Build new relationships with our enterprise customers and prospects to drive revenue, pipeline, and deployment capacity.
- Manage relationships: Build and maintain strong relationships with key decision-makers and stakeholders with our largest customers. Serve as their primary point of contact and exceed their expectations.
- Negotiating & closing complex deal cycles: Lead negotiations with existing and prospective customers, addressing objections and closing deals. Navigate contracts and agreements quickly and effectively, working closely with legal and finance stakeholders.
- Sales strategy & planning: Develop and execute sales strategies to meet or exceed sales targets. Craft tailored sales presentations and proposals that meet our enterprise customers needs. Collaborate with our marketing team to implement effective sales campaigns and presentations.
- Help define our sales motion: You'll be the first Sales person in region, and your work will directly impact how our GTM function operates and succeeds in the Benelux.
- Collaborate cross-functionally: Work closely with our broader GTM team, as well as our product, technical and operations orgs to deliver our industry-leading product.
WHAT YOU'LL BRING
- 10+ years of experience in an enterprise customer-facing sales role, identifying and closing large accounts.
- Strong communication skills: Exceptional verbal and written communication abilities. Professional fluency in Dutch and English.
- Enterprise experience: Experience managing a $1M+ quota, and running end-to-end complex deals.
- Analytical mindset: Ability to analyze market trends, identify opportunities, and make data-driven decisions.
- Prospecting & lead generation: Proven track record of identifying and targeting potential enterprise clients through research, networking, and cold calling.
EVEN BETTER...
- Industry knowledge: Familiarity with the AI landscape, key players, and emerging trends.
- Experience building GTM strategies: Building sales teams and sales motions from scratch, or from early stage growth.
OUR VALUES
- Trust: We build trust with our customers with our accountability, empathy, quality, and responsiveness. We build trust in AI by making it more accessible, safe, and useful. We build trust with each other by showing up for each other professionally and personally, creating an environment that enables all of us to do our best work.
- Customer Obsession: We deeply understand our customers’ business goals and relentlessly focus on driving outcomes, not just technical milestones. Everyone at the company knows and spends time with our customers. When our customer is having an issue, we drop everything and fix it.
- Craftsmanship: We get the details right, from the words on the page to the system architecture. We have good taste. When we notice something isn’t right, we take the time to fix it. We are proud of the products we produce. We continuously self-reflect to continuously self-improve.
- Intensity: We know we don’t have the luxury of patience. We play to win. We care about our product being the best, and when it isn’t, we fix it. When we fail, we talk about it openly and without blame so we succeed the next time.
- Family: We know that balance and intensity are compatible, and we model it in our actions and processes. We are the best technology company for parents. We support and respect each other and celebrate each other’s personal and professional achievements.
WHAT WE OFFER
We want our benefits to reflect our values and offer the following to full-time employees:
- Flexible (unlimited) paid time off
- Medical, dental, and vision benefits for you and your family
- Life insurance and disability benefits
- Retirement plan dependent on country of employment
- Parental leave
- Fertility and family building benefits
- Lunch, as well as delicious snacks and coffee to keep you energized when working onsite
- Discretionary benefit stipend giving people the ability to spend where it matters most
- Free alphorn lessons
These benefits are further detailed in Sierra's policies, may vary by region and employment type, and are subject to change at any time, consistent with the terms of any applicable compensation or benefits plans. Eligible full-time employees can participate in Sierra's equity plans subject to the terms of the applicable plans and policies.
BE YOU, WITH US
We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply through the link on this page even if your experience doesn't precisely match the job description.
Sierra is a proud equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state or local laws, including veteran status and disability status. Hiring decisions are made by people, based on merit. If you need a reasonable accommodation for a disability, a religious practice, pregnancy or any related condition at any point in the application or interview process, contact us at accommodations@sierra.ai. Requests are handled confidentially and do not affect your candidacy.
We will consider qualified applicants with arrest and conviction records in accordance with applicable fair chance laws.
Location: Madrid
Workplace: Hybrid
WHY HARVEY
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
ROLE OVERVIEW
As Harvey scales its pre-sales function across EMEA, we are hiring a Legal Engineer Manager to lead and grow the team in Madrid. This role exists to provide senior leadership and strategic direction to a team of Legal Engineers who sit at the heart of Harvey's commercial motion - bringing legal credibility, product expertise, and consultative support to law firm and in-house prospects.
Harvey’s Legal Engineers are skilled lawyers from top-tier law firms who apply their legal experience to ensure that current and prospective customers understand how Harvey’s solutions enhance specific day-to-day workflows, working alongside Harvey’s Account Executives to support all aspects of our sales strategy. Legal Engineers build consultative relationships with law firm partners and associates and in-house attorneys at private equity firms and Fortune 500 companies, becoming trusted advisors on how Harvey’s AI solutions can make them more effective.
Similar to the way Solutions Architects secure the “technical win” in the sales process, Legal Engineers secure the “legal win” by performing in-depth customer discovery and education on Harvey’s solutions through targeted meetings and demos that resonate with the customer’s day-to-day workflows specific to their legal practice area.
Legal Engineers utilize their experience practicing law and their legal mindset to ask thoughtful questions to understand the needs of law firm and in-house attorneys, develop credibility, and then partner with Account Executives to educate them on Harvey’s value via large and small group sessions as well as one-to-one conversations.
WHAT YOU'LL DO
- Lead, coach, and develop a team of Legal Engineers, setting clear performance expectations and building a high-trust, high-output team culture
- Own the quality and consistency of Harvey's pre-sales legal engineering function, ensuring demos, discovery conversations, and deal support are delivered to the highest standard
- Partner closely with Account Executives and GTM leadership to prioritise pipeline, develop deal strategy, and support conversion on complex or strategic opportunities
- Engage with lawyers at prospective customers to understand and address their workflow challenges
- Collaborate with Product and Marketing to ensure the team's field insights are feeding into positioning, roadmap, and go-to-market strategy
- Lead product demonstrations tailored to the context of various law firm practice groups and in-house legal teams, asking questions to validate how Harvey can add value and then showcasing Harvey’s features and benefits relevant to each prospective client’s potential use cases.
- Act as the “Voice of the Customer,” using your legal perspective to help the broader sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a legal lens.
- Travel may be required from time to time, including visits to customer office locations and company offices.
WHAT YOU HAVE
- Qualified lawyer with 7+ PQE, with experience in a law firm or in-house legal environment
- Must have prior experience managing a team, with a track record of developing talent and driving performance
- Deep familiarity with legal technology and AI tools, with an ability to quickly develop and demonstrate platform expertise
- Strong commercial instincts and the ability to engage credibly with senior stakeholders at law firms and in-house legal teams
- Excellent communication and presentation skills, with experience running training, workshops, or client-facing product sessions
- Comfort operating in a fast-paced, high-growth environment with a pragmatic, solutions-oriented approach
DEPENDING ON YOUR LOCATION, AN APPLICANT PRIVACY NOTICE MAY APPLY TO YOU. YOU CAN FIND ALL OF OUR APPLICANT PRIVACY NOTICES [HERE https://www.notion.so/harveyai/Harvey-Candidate-Privacy-Policies-319ac3fcdd7a803bb807d5094f249922].
#LI-LM1
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
Location: Worldwide
APPLICATION INSTRUCTIONS:
If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the
20four7VA Team Portal
for faster processing.
Log in using your 20four7VA-issued email address to access the portal.
If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.
💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!
If you're interested in this opportunity, click APPLY TO POSITION to proceed.
********************************************************************
Title
REAL ESTATE TRANSACTION COORDINATOR VIRTUAL ASSISTANT
Overview
20four7VA is building a dedicated talent pool of experienced
Real Estate Transaction Coordinator Virtual Assistants
to support U.S.-based real estate agents, teams, brokerages, and other real estate businesses.
We are specifically looking for candidates who already understand the transaction coordination process and have hands-on experience helping manage real estate transactions from contract to close.
Depending on the client engagement, Transaction Coordinator VAs may support residential or commercial transactions, maintain transaction timelines, monitor contingencies and deadlines, coordinate documentation and signatures, communicate with parties throughout the transaction, maintain brokerage files, and provide related listing and administrative support.
This is an
ongoing talent pool opportunity rather than one specific client opening
. Qualified candidates will be evaluated and added to 20four7VA's pool of Transaction Coordinator talent so they can be considered for current and future client opportunities based on their experience, software knowledge, availability, location, and communication skills.
Scope of Services
Transaction Coordination — Contract to Close
Support real estate transactions from executed contract through closing
Maintain transaction timelines, contingency dates, and critical deadlines
Track outstanding requirements and ensure transaction milestones remain on schedule
Coordinate routine communication with agents, clients, lenders, title/escrow companies, inspectors, and other transaction parties
Follow up on missing documents, signatures, approvals, and outstanding action items
Keep agents and other appropriate parties informed of transaction status and upcoming deadlines
Escalate contractual questions, negotiations, and matters requiring a licensed real estate professional
Contracts, Documents & Compliance
Prepare transaction documents using agent-provided terms, brokerage-approved templates, and established procedures
Send documents for electronic signature and monitor completion
Review files for missing signatures, initials, dates, fields, and required documentation
Maintain organized and complete transaction files
Follow brokerage transaction checklists and compliance procedures
Flag missing, inconsistent, or incomplete documentation for agent or broker review
Listing & MLS Support
Assist with listing intake and organization of required property information
Enter and update approved listing information in the MLS when permitted by the client and applicable procedures
Maintain accurate property and transaction records
Assist with listing documentation and status updates
Support other transaction-related listing coordination responsibilities as needed
Transaction Communication & Administrative Support
Maintain consistent communication and follow-up throughout the transaction
Manage transaction-related email, scheduling, and reminders
Update transaction management systems, CRMs, and task-management platforms
Provide transaction status updates and reports
Maintain organized checklists and workflows across multiple active files
Help improve transaction processes, checklists, and handoff procedures when appropriate
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
IDEAL CANDIDATE PROFILE
Has
direct, hands-on real estate transaction coordination experience
Understands the U.S. contract-to-close process and common transaction milestones
Extremely detail-oriented and capable of catching missing information before it becomes a problem
Strong at managing deadlines, contingencies, documentation, and multiple active transactions
Comfortable working in a team environment
Clear and professional communicator with agents, clients, vendors, and transaction partners
Proactive with follow-up rather than waiting for deadlines to become urgent
Comfortable working from established brokerage procedures and checklists
Knows when an issue can be handled administratively and when it must be escalated to a licensed agent or broker
Comfortable learning different state-specific forms, brokerage processes, and client software
Interested in long-term virtual opportunities supporting U.S. real estate businesses
QUALIFICATIONS
Prior hands-on real estate transaction coordination experience required
Experience supporting U.S.-based real estate transactions strongly preferred
Working knowledge of real estate contracts, disclosures, contingencies, transaction timelines, and closing processes required
Strong document review and transaction file-management skills required
Excellent written and spoken English required
Strong organization, attention to detail, and deadline-management skills required
Experience managing multiple transactions simultaneously strongly preferred
Experience communicating with agents, lenders, title/escrow companies, clients, and other transaction parties strongly preferred
MLS experience preferred
Residential real estate transaction experience strongly preferred
Commercial real estate transaction experience is a plus
Spanish-English bilingual ability is a plus
Ability to quickly learn state-specific forms and brokerage procedures required
APPLICATION SOFTWARE KNOWLEDGEABLE / PREFERRED
Experience with one or more of the following is highly valuable:
Transaction Management:
SkySlope, Dotloop, BoldTrail, Brokermint, or comparable platforms
Electronic Signature:
DocuSign, Dotloop, Authentisign, or comparable tools
Forms:
ZipForms or state-specific real estate forms platforms
MLS:
Experience with one or more U.S. MLS platforms
Real Estate CRM:
Follow Up Boss, Lofty, kvCORE, or comparable systems
Productivity:
Microsoft Office / Google Workspace
Project / Task Management:
ClickUp, Trello, Asana, or comparable tools
WORK SCHEDULE
Part-time and full-time client opportunities may be available
Most engagements require availability during U.S. business hours
Exact working hours and time zone requirements will depend on the client
Candidates should clearly indicate their weekly availability and preferred U.S. working hours during the application process
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
Terms of Engagement
Contractors will operate under a Master Services Agreement and a Statement of Work
This is not an offer of employment; contractors are not employees of 20four7VA or any client
All compensation is processed through 20four7VA according to the terms of the engagement
Role Summary & Requirements
REQUIRED SERVICE:
Real Estate VA
REQUESTED EXPERIENCE TIER LEVEL:
Junior to Advanced Level
HOURS/WEEK:
Part-Time and Full-Time Opportunities Available
SHIFT TIME ZONE:
U.S. Time Zones
SHIFT HOURS:
U.S. Business Hours – Exact Schedule Based on Client Engagement
SHIFT DAYS:
Primarily Monday–Friday
NUMBER OF VAs:
Multiple – Ongoing Talent Pool
GENDER PREFERENCE:
None
LANGUAGES SPOKEN/PREFERENCE:
English Required; Spanish-English Bilingual Candidates Strongly Encouraged
ACCENT PREFERENCE:
Level A–B (Native or Near-Native English Accent Required)
REGION PREFERENCE:
Philippines / Latin America
CLIENT INDUSTRY:
U.S. Real Estate
What we offer
Competitive rates
Weekly payments
Various open roles are available
Free training and upskilling
Constant support and guidance
A vibrant community always ready to support you
And more!
УдалённоStockholm
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УдалённоUSA; East Coast, with candidates in the Central Time Zone potentially considered
УдалённоRemote (United States)
УдалённоRemote (Canada)
УдалённоNew York, New York; Manhattan, New York; Brooklyn, New York; Trenton, New Jersey; Yonkers, New york; New York City Metropolitan Area; Newark, New Jersey
San Francisco, California
ГибридMadrid
УдалённоAmsterdam
ГибридMadrid
УдалённоExact working hours and time zone requirements will depend on the client; However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW; SHIFT TIME ZONE:; Time Zones