Location: Philippines
Workstream is a mission-driven company building the all-in-one HR, payroll, and hiring platform for managing the hourly workforce. There are 2.7 billion hourly workers, making up 80% of the global workforce, but this market has been heavily underserved by technology and deserves better. Workstream has been purpose-built for the hourly workforce from day one so that these businesses and their employees can thrive.
Our customers include leading brands from multiple sectors, including Burger King, Carl's Jr./Hardee's, IHOP, KFC, and Culvers. We are a high growth series B company and quickly expanding our product portfolio to deliver on our vision. We are backed by legendary VCs and industry experts like Founders Fund, BOND, and Coatue.
Values
Here are our
Company Values
and we’d love to have individuals who can be a culture add to our team!
What We Offer
Permanently Remote
Pay wired directly to your bank account
$50 Monthly Stipend
Annual Bonus
Flexible PTO
Enjoy company time off during some of the major US and PH Holidays
Career fast track for performers and internal mobility
Learn from a team of Stanford, MIT, Google, and Harvard alumni
Grow With Us
We are building an AI-native Service organization that delivers accurate, timely, and customer-centric Payroll support. As a
Payroll Managed Services Representative,
you will help customers navigate their payroll needs while leveraging AI-powered tools and automation to enhance the quality, speed, and consistency of our service.
In this role, you'll combine payroll expertise with strong customer service skills, sound judgment, and a passion for continuous improvement. You'll collaborate closely with teammates and our Engineering, Product, and Design (EPD) teams to identify opportunities to streamline workflows, improve the customer experience, and scale our operations through thoughtful use of AI.
We're looking for someone who is dependable, detail-oriented, and customer-focused. You take ownership of issues from start to finish, communicate clearly, and adapt quickly to new tools and processes. You are excited by the potential of AI and automation while understanding that payroll requires accuracy, confidentiality, compliance, and careful human oversight.
Day In The Life
Respond
to customer questions, investigate issues, and provide clear, helpful resolutions.
Prepare
regular payrolls using customer-provided data points and recurring items
Review
payroll data, identify discrepancies, and follow established controls and procedures.
Deliver
accurate and timely Payroll services to customers.
Handle
sensitive payroll and employee information with a high degree of confidentiality.
Use
AI-enabled tools and automated workflows to improve speed, quality, and consistency.
Apply
human judgment to review, validate, and escalate AI-generated recommendations or outputs.
Identify
recurring customer issues and manual processes that could be improved through automation.
Share
customer feedback and operational insights with team leaders and the EPD team.
Participate
in testing, rollout, and adoption of new AI-powered tools and processes.
Maintain
accurate documentation and contribute to knowledge-base improvements.
Meet
service, quality, productivity, and customer-experience goals.
Support
a collaborative team environment through knowledge sharing, coaching, and continuous improvement.
Who You Are
Experience
: 2+ years in payroll, customer service, operations, HR technology, finance operations, or a related field.
Attention to detail
and commitment to accuracy.
Communication
: Excellent written and verbal communication skills.
Prioritization
: Ability to manage multiple priorities and meet time-sensitive deadlines.
Problem-solving
and critical-thinking skills.
Software Proficiency
: Comfort working with software, data, and digital workflows.
AI Adoption
: Willingness to learn and use AI-powered tools responsibly.
Confidentiality
: Ability to handle confidential information with discretion.
Customer-focused
mindset and demonstrated ownership of issues through resolution.
Nice To Have
Payroll Processing
: Experience processing payroll or supporting payroll-related customer inquiries.
Systems Knowledge
: Familiarity with payroll systems, HRIS platforms, timekeeping systems, or financial software.
Certification
: Payroll certification such as FPC or CPP.
Automation
: Experience with workflow automation, AI-assisted tools, quality assurance, or process improvement.
Fast-paced Environment
: Experience working in a fast-paced technology or service environment.
Success in This Role
Success will be measured by:
Completion
: Accurate and timely completion of Payroll services.
Quality
: High-quality, empathetic, and effective customer support.
Compliance
: Consistent adherence to service controls, policies, and compliance requirements.
AI Utility
: Productive and responsible use of AI-powered tools.
Process Improvement
: Meaningful contributions to process and automation improvements.
Collaboration
: Strong collaboration with teammates and the EPD organization.
Skill Development
: Continued development of payroll, service, and technology skills.
Know More About Workstream
https://www.workstream.us/blog/funding-series-b
https://techcrunch.com/2021/08/26/workstreams-text-based-recruitment-tool-gets-a-48m-bet-from-bond-and-beyond/
https://techbuzz.news/buzzworthy-august-27-2021/
Additional Information
Workstream provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We are committed to the full inclusion of all qualified individuals.
Location: Prague, Czechia
We are looking for a
Transformation & Change Manager
to join our IT organization and support initiatives that help us continuously improve how we work, collaborate and deliver value.
This is a multidisciplinary role for someone who enjoys working across
project management, organizational change, communication and continuous improvement
rather than focusing on only one area.
You will work with different teams and stakeholders to turn ideas into structured initiatives, support organizational and operational change, improve ways of working, and help make transformation understandable and engaging for the people affected by it.
We are looking for someone who combines
structure with creativity
: a person who can organize an initiative, facilitate collaboration, communicate clearly, challenge existing ways of working and identify opportunities to simplify or automate them.
Key Responsibilities:
Depending on the initiative, you may work across several areas:
Project & Initiative Management
Coordinate and support transformation, improvement and internal IT initiatives from idea through implementation.
Help define objectives, scope, activities, milestones, dependencies and expected outcomes.
Coordinate stakeholders and ensure actions, decisions, risks and dependencies are followed up.
Facilitate workshops, working sessions and cross-functional collaboration.
Create appropriate project documentation, presentations and management updates.
Support the development and continuous improvement of project and transformation methodologies.
Organizational Change
Support organizational and operational changes, helping teams successfully transition to new processes, structures, tools or ways of working.
Identify stakeholders and assess how changes may affect different groups.
Support change readiness, engagement and adoption activities.
Work closely with leaders, subject matter experts and employees to turn transformation goals into practical actions.
Help identify resistance, risks or adoption gaps and coordinate appropriate responses.
Communication & Engagement
Translate complex initiatives into
clear, engaging and understandable communication
.
Develop presentations, announcements, guides, campaigns and other communication materials.
Support communication planning for transformation initiatives.
Help create compelling stories around change, improvement and new ways of working.
Bring creativity into how information and ideas are communicated to different audiences.
Process Improvement, Automation & AI
Analyze existing ways of working and identify opportunities for
simplification, standardization and optimization
.
Challenge unnecessary complexity and help teams design more efficient processes.
Identify opportunities where automation can reduce manual or repetitive work.
Explore practical opportunities to use
AI and Generative AI
to support productivity, communication, knowledge management, analysis or process improvement.
Support small improvement experiments or proofs of concept and help translate successful ideas into scalable ways of working.
Requirements
We are interested in people with experience in
one or several
of the following areas:
Project Management, PMO or project coordination
Organizational Change Management
Service Delivery or operational coordination
Business or IT transformation
Communication, engagement or content development
Process improvement and optimization
You will probably enjoy this role if you:
Are highly organized but comfortable working in changing environments.
Can bring structure to topics that are not yet fully defined.
Enjoy working with people across different teams, functions and seniority levels.
Have strong stakeholder management and facilitation skills.
Communicate clearly and can adapt information to different audiences.
Are comfortable creating presentations, documentation and communication materials.
Like improving how things work instead of simply following existing processes.
Are curious about new technologies and how they can improve everyday work.
Combine an
analytical mindset with creativity
.
Can work independently while actively collaborating with others.
Feel comfortable working in an international environment.
Good to have
These aren't mandatory, but we'd be happy to see experience with:
Change management frameworks or transformation programs
PMO, governance or service management environments
Process optimization or continuous improvement
Workflow or process automation
AI or Generative AI tools and their practical application in a business environment
Knowledge management or training/enablement initiatives
Internal communication or employee engagement
Creation of management presentations and visual communication
Project/service management methodologies such as
PRINCE2, ITIL, Agile or comparable approaches
International or cross-functional teams
Benefits
Broad range of activities, tasks, and projects
Flexible working conditions
Paid sick days
Vouchers (B-day voucher, wedding, and new born surprise)
Contributions to wellness programs (multisport card)
Fishing for Friends program – our referral program
Further development and professional advancement
Friendly and international working environment
Company-sponsored events
Competitive salary and various benefits
Is
IT
in your DNA?
Location: Poland; Armenia; Azerbaijan; Georgia; Serbia; Estonia
Intetics Inc.
, a global technology company providing custom software application development, distributed professional teams, software product quality assessment, and “all-things-digital” solutions, is seeking a highly skilled and experienced
Python Team Lead
to join our dynamic team on a full-time basis.
About the Client
Our client is an international provider of intellectual property services and technology solutions, helping businesses protect and manage innovations through patent translation, international filing, patent research, and renewal services.
About the Project
The project focuses on replacing complex, labour-intensive backend business processes with Python-based automation and LLM-powered solutions.
You will join as the first engineer and Team Lead of a growing contractor team, establishing the technical foundations and helping shape how the team works and delivers. You will collaborate closely with an AI & Automation Product Manager with experience at Meta, turning business challenges into practical solutions.
This is a hands-on leadership role requiring strong Python expertise, excellent communication skills, and the confidence to take ownership of problems from discovery through production.
Responsibilities
Lead the technical delivery of automation initiatives, taking responsibility for solution quality and delivery outcomes.
Work closely with the Product Manager and business stakeholders to understand existing workflows, clarify requirements, and define priorities.
Translate complex business problems into actionable technical plans and clearly scoped tasks.
Design and develop Python services, automated workflows, and integrations with existing systems and APIs.
Apply LLM capabilities where they provide measurable value, with appropriate validation and human review.
Establish engineering standards, development practices, and a collaborative team culture.
Guide and mentor engineers, delegate responsibilities, and provide constructive feedback and code reviews as the team grows.
Proactively identify risks, resolve blockers, and communicate progress and trade-offs clearly.
Lead technical discussions, handle disagreements constructively, and help stakeholders reach informed decisions.
Ensure solutions include appropriate testing, monitoring, error handling, and production support.
Requirements
Strong commercial experience building and maintaining production systems with Python.
Proven experience leading an engineering team while remaining actively involved in technical design and development.
Excellent interpersonal and communication skills, including active listening, constructive feedback, and effective conflict resolution.
Strong ownership: the ability to independently drive problems from initial investigation to a working production solution.
Experience collaborating directly with Product Managers and business stakeholders, translating business goals into technical delivery.
Ability to organise team workloads, delegate effectively, support engineers, and maintain accountability for commitments.
Experience delivering backend automation, system integrations, or solutions that replace manual business processes.
Practical experience integrating LLMs into applications or automated workflows.
Strong backend engineering fundamentals, including APIs, databases, data processing, and reliable error handling.
Experience with automated testing, Git, and production deployment practices.
Ability to work effectively with evolving requirements, make pragmatic decisions, and explain technical trade-offs.
Strong spoken and written English, sufficient to lead discussions, clarify complex requirements, and confidently challenge assumptions.
Nice to Have
Experience building a new engineering team or establishing delivery processes from scratch.
Experience interviewing and onboarding engineers.
Experience with document processing, information extraction, or document-heavy workflows.
Experience evaluating LLM outputs for accuracy, reliability, latency, and cost.
Experience with workflow orchestration, background jobs, and asynchronous processing.
Location: US - Culver City, California, United States; US - United States
Scopely is looking for a Senior Finance Manager to join our Finance team, supporting Central & Shared Services in Culver City on a hybrid basis, working 3 days per week from our hub.
At Scopely, we care deeply about what we do and want to inspire play, every day - whether in our work environments alongside our talented colleagues, or through our deep connections with our communities of players. We are a global team of game lovers who are developing, publishing and innovating the mobile games industry, connecting millions of people around the world daily.
Show us the money! As the Finance team, we’re number crunchers with top-notch analytical and reporting skills. As a shared service, we get to work with all of Scopely's talented studios.
As Senior Finance Manager, Central & Shared Services Finance, you will lead financial planning, analysis, and reporting across a broad portfolio of Scopely's corporate functions.
You'll serve as a trusted finance partner to senior leaders across the COO, CPO, CRO, CLO, and CFO organizations, supporting a global organization of more than 600 employees and an annual expense budget exceeding $200 million.
A key part of your role will be managing and improving the allocation of more than $160 million in shared services costs across our game teams, ensuring financial transparency, accuracy, and a clear understanding of costs.
Beyond managing existing processes, you'll help build scalable financial tools, improve planning and reporting workflows, and develop a team of two finance professionals.
What You Will Do:
Lead Central & Shared Services FP&A:
Manage financial planning, budgeting, forecasting, and reporting across corporate functions, including COO/CPO, Business Development, Corporate Development, IT & Facilities, Legal, and other G&A teams.
Manage shared-cost allocations:
Design, maintain, and continuously improve methodologies for allocating more than $160 million in annual shared services costs across game verticals, balancing accuracy, fairness, and transparency.
Partner with senior leadership:
Serve as a trusted finance partner to functional leaders across the COO, CPO, CRO, CLO, and CFO organizations, providing actionable financial insights and recommendations.
Collaborate across game teams:
Work closely with Game team FP&A partners to ensure shared-cost allocations are clearly understood, consistently applied, and supported by reliable financial data.
Lead and develop your team:
Manage two finance professionals, establish priorities, delegate responsibilities, and support their professional growth and development.
Improve financial processes:
Partner with central FinOps and Accounting to strengthen the accuracy, consistency, and efficiency of financial close, reporting, forecasting, and allocation processes.
Build scalable tools and automation:
Identify opportunities to replace manual workflows with repeatable financial models, reporting tools, and automated processes.
Drive financial clarity and alignment:
Communicate complex financial information clearly, proactively identify risks, and build consensus across stakeholders with competing priorities.
What We're Looking For:
6+ years of experience in FP&A, corporate finance, consulting, investment banking, or a related field, including some people management experience.
Experience working within large, complex organizations and managing financial priorities across multiple functions and senior stakeholders.
Strong financial modeling, planning, forecasting, and analytical skills, with experience improving financial tools, models, or reporting processes.
Demonstrated ability to develop scalable financial processes and introduce automation that reduces repetitive manual work.
Proven experience partnering with senior executives, influencing decisions, and building consensus across teams without direct reporting authority.
Experience managing, coaching, and developing finance professionals.
Excellent written and verbal communication skills, with the ability to translate complex financial information into clear, actionable recommendations.
Strong judgment, proactive stakeholder management, and the ability to balance competing priorities while maintaining financial accuracy and accountability.
Bonus Points
MBA or equivalent advanced degree.
Experience with Workday Adaptive Planning, Oracle, or similar enterprise financial systems.
Prior experience supporting Legal, IT, or Corporate Development functions from a finance seat.
Familiarity with AI tools to accelerate modeling, reporting, or analysis.
Experience in gaming, tech, or other high-growth industries.
Please ensure that the résumé/CV you attach is written in English.
At Scopely, we create games for everyone - and want to ensure that the people behind our games reflect that! We are committed to creating a diverse, supportive work environment where everyone is treated with respect. We are committed to providing equal employment opportunities and welcome individuals from all backgrounds to join us & embrace the adventure!
For candidates in CA, CO, NJ, NY, and WA, the annual salary range is provided below. In addition to base pay, employees may be eligible for equity, bonuses, and a comprehensive benefits package, including healthcare benefits, retirement benefits, pet insurance, paid holidays, paid Scopely free days, and unlimited paid time off. Base pay offered may vary depending on job-related knowledge, skills, and experience.
CA, CO, NJ, NY, and WA Annual Salary Range
$137,000
—
$202,000 USD
About Scopely
Scopely is a leading video game and global interactive entertainment company, home to many of the world’s most beloved and enduring experiences, including two of the most successful mobile games of all-time “MONOPOLY GO!” and “Pokémon GO,” along with “Stumble Guys,” “Star Trek™ Fleet Command,” “MARVEL Strike Force,” “WWE Champions,” the Scrabble® franchise, “Yahtzee® With Buddies,” and many others. Across mobile, web, PC, and console, Scopely creates, develops, publishes, and live-operates one of the most diversified and award-winning portfolios in the games industry — bringing hundreds of millions of players together through a shared love of play.
Founded in 2011, Scopely is powered by its exceptional team — including thousands of world-class gamemakers around the globe, a distinctive tenet-driven culture, and its proprietary technology platform, Playgami. Together, these strengths have fueled Scopely’s position as the #1 mobile games company in the U.S. and #2 globally, generating more than $10 billion in lifetime revenue. Whether building global sensations like “MONOPOLY GO!” from the ground up, or expanding through strategic acquisitions, including the FoxNext, GSN, and Scopely Explore games businesses — Scopely consistently delivers experiences players love today and return to for years to come.
Recognized multiple times as one of the "100 Most Influential Companies in the World" by TIME magazine and one of Fast Company's "World's Most Innovative Companies" and “Best Workplaces for Innovators,” Scopely believes that video games can be a force for good — creating meaningful connections, vibrant communities, and making life better through play.
Scopely has global operations and partners across four continents in more than a dozen countries worldwide. For more information, visit:
https://www.scopely.com/
.
Notice to Candidates: Scopely will never request payment or financial information during the application or hiring process. Please apply only through our official
website
and verify that all Talent Partner communications come from an email address ending in @
scopely.com
.
Should you have any questions or encounter any fraudulent requests/emails/websites, please immediately contact recruiting@scopely.com. Our job applicant privacy policies are available here:
California Privacy Notice
and
EEA/UK Privacy Notice
.
Employment at Scopely is based solely on a person's merit and qualifications. Scopely does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis protected by law. We also consider qualified applicants with arrest or conviction records, consistent with applicable federal, state and local law.
Location: United States; Canada (BC & ON only)
Workplace: Remote
Webflow is the agentic web marketing platform for modern marketing teams, helping organizations build, manage, and optimize high-performing web experiences that drive predictable growth and strengthen brand trust. Building at Webflow will need grit, because we move fast, without ever sacrificing craft or quality.
We’re looking for a Financial Analyst, GTM to serve as the primary finance partner to our Sales, Marketing, and Customer Success leadership. This is a high-visibility, high-impact role sitting right at the center of GTM decisions, helping leadership decide where to invest, improve productivity, and drive predictable ARR growth.
ABOUT THE ROLE:
- Location: Remote-first (United States; BC & ON, Canada)
- Full-time
- Permanent
- Exemption status: Exempt (US Only)
- The cash compensation for this role is tailored to align with the cost of labor in different geographic markets. We've structured the base pay ranges for this role into zones for our geographic markets, and the specific base pay within the range will be determined by the candidate’s geographic location, job-related experience, knowledge, qualifications, and skills.
- United States (all figures cited below are in USD and pertain to workers in the United States)
- Zone A: $112,000 - $135,000
- Zone B: $105,000 - $126,000
- Zone C: $98,300 - $118,000
- Canada (figures cited below are in CAD and pertain to workers in ON & BC, Canada)
- $123,000 - $147,000
This role is also eligible to participate in Webflow's company-wide bonus program. Target amounts are a percentage of base salary and vary by career level. Payouts are based on company performance against established financial and operational goals.
Please visit our Careers page https://webflow.com/careers#pay-zones for more information on which locations are included in each of our geographic pay zones. However, please confirm the zone for your specific location with your recruiter.
- Application Information:
- Application deadline: applications accepted on an ongoing basis until position is closed and filled
- This posting is for an existing vacancy
- Reporting to the Director of Corporate Finance
As a Financial Analyst, GTM, you’ll:
- Own the GTM expense plan and forecast, covering headcount and non-headcount spend, and turn it into executive-ready commentary for Sales, Marketing, and Customer Success leaders on variances, risks, and investment tradeoffs
- Manage GTM headcount planning and capacity, including hiring plans, ratios such as quota-carrying reps to sales support, and attrition, and flag drift from targets before it affects the forecast
- Reduce manual effort in planning by improving Workday and Adaptive Planning workflows, removing manual tagging, and setting materiality thresholds so non-headcount forecast updates focus on spend that moves the outlook
- Own the single source of truth for ARR and ATR across our Sales and Self-Serve models, auditing the ARR in Salesforce and the data warehouse, documenting metric definitions, and resolving breaks with Revenue Operations, Data and/or Accounting
- Run the monthly churn, renewal, and write-off review with GTM partners, preparing the analysis, root-cause commentary, and forecast implications leaders use to make decisions
- Synthesize multi-source data from Salesforce, the data warehouse, Workday, and NetSuite into clear metrics, KPIs, and business narratives that inform GTM leadership decisions
- Build working relationships across Finance, Accounting, Procurement, and GTM to drive alignment without formal authority, and automate recurring reporting with SQL, spreadsheets, and AI tools
ABOUT YOU:
Requirements:
- BS / BA college degree in Finance, Accounting, Economics, or a related field, or relevant experience
- 3+ years of experience in FP&A, corporate finance, investment banking, consulting, or public accounting; experience in SaaS or a subscription business is preferred
- Strong proficiency in Excel or Google Sheets, including building models from raw data
You’ll thrive as a Financial Analyst, GTM if you:
- Have a working understanding of SaaS metrics such as ARR, NRR, GRR, churn, and renewals, and can trace them back to source data in Salesforce and the data warehouse
- Enjoy partnering with Sales, Marketing, and Customer Success leaders and can explain financial results in plain terms to non-finance audiences
- Notice manual work and fix it, whether with SQL, spreadsheet automation, or AI tools
- Bring accounting fluency, including accruals and the monthly close; a CPA and a Big 4 background is preferred
- Stay curious and open to growth — demonstrating a proactive embrace of AI, and actively building and applying fluency in emerging technologies to elevate how we work, drive faster outcomes, and expand collective impact.
OUR CORE BEHAVIORS
- Build lasting customer trust. We build trust by taking action that puts customer trust first.
- Win together. We play to win, and we win as one team. Success at Webflow isn't a solo act.
- Reinvent ourselves. We don't just improve what exists, we imagine what's possible.
- Own it all the way. We move fast because the moment demands it, and we hold ourselves accountable to deliver outcomes — for each other, and for customers.
BENEFITS
- Ownership in what you help build. Every permanent Webflower receives equity (RSUs) in our growing, privately held company.
- Health coverage that actually covers you. Comprehensive medical, dental, and vision plans for full-time employees and their dependents, with Webflow covering most premiums.
- Support for every stage of family life. 12 weeks of paid parental leave for all parents and 6+ weeks of additional paid leave for birthing parents. Plus inclusive care for family planning, menopause, and midlife transitions.
- Time off that’s actually off. Flexible vacation, paid holidays, and a sabbatical program to help you recharge and come back inspired.
- Wellness for the whole you. Access to mental health resources, therapy and coaching.
- Invest in your future. A 401(k) with 100% employer match (up to $6,000/year) in the U.S., and support for retirement savings globally.
- Stipends to support our distributed team. Localized support for cell, Wi-Fi, and WFH expenses to help you settle into your best remote life.
- Bonus for building together. All full-time, permanent, non-commission employees are eligible for our annual WIN bonus program.
Temporary employees may be eligible for paid holiday and time off, statutory leaves of absence, and company-sponsored medical benefits depending on their Fixed Term Contract and their country/state of employment.
BE YOU, WITH US
At Webflow, equality is a core tenet of our culture. We are an Equal Opportunity (EEO)/Veterans/Disabled Employer and are committed https://webflow.com/diversity-equity-inclusion to building an inclusive global team that represents a variety of backgrounds, perspectives, beliefs, and experiences. Employment decisions are made on the basis of job-related criteria without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by applicable law. Pursuant to the San Francisco Fair Chance Ordinance, Webflow will consider for employment qualified applicants with arrest and conviction records.
STAY CONNECTED
Not ready to apply, but want to be part of the Webflow community? Consider following our story on our Webflow Blog https://webflow.com/blog, LinkedIn https://www.linkedin.com/company/webflow-inc-/, X (Twitter) https://twitter.com/webflow, and/or Glassdoor https://www.glassdoor.com/Reviews/Webflow-Reviews-E890506.htm.
PLEASE NOTE:
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Upon interview scheduling, instructions for accommodation requests will be administered.
To join Webflow, you'll need a valid right to work authorization depending on the country of employment.
If you are extended an offer, that offer may be contingent upon your successful completion of a background check, which will be conducted in accordance with applicable laws. We may obtain one or more background screening reports about you, solely for employment purposes.
Webflow uses AI tools to assist in screening and evaluating applications. AI does not make final hiring decisions. For details on how we process your personal information, see Webflow’s Applicant Privacy Notice https://webflow.com/legal/applicant-privacy-notice.
Location: Hybrid
About Us
At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine’s Top Company Cultures list and ranked among the World’s Most Innovative Companies by Fast Company.
At Cloudflare, we’re not looking for people who wait for a polished roadmap; we’re looking for the builders who see the cracks in the Internet that everyone else has simply learned to live with. We value candidates who have the instinct to spot a "normalized" problem and the AI-native curiosity to create a solution using the latest tools. Our culture is built on iteration, leveraging AI to ship faster today to make it better tomorrow, while ensuring that every improvement, no matter how small, is shared across the team to lift everyone up. If you’re the type of person who values curiosity over bureaucracy, and that AI is a partner in solving tough problems to keep the Internet moving forward, you’ll fit right in.
Available Locations:
Austin, TX; New York City
About the team
You will join the Customer Compliance Team, which is focused on building trust with customers through sharing information about Cloudflare’s security program and policies. We assist our Customers, Sales teams, and Legal teams in understanding Cloudflare’s security posture. In this role, you will develop into an SME across Cloudflare’s products, infrastructure, and controls.
As part of this mission, you will actively build with and leverage Cloudflare’s proprietary, in-house AI platforms and developer tooling to eliminate manual bottlenecks, scale compliance operations, and dramatically accelerate our response times to customer inquiries.
What you'll do
Security Questionnaires & RFPs:
Take ownership of filling out complex customer security questionnaires, RFPs, and technical assessments. You will do this by orchestrating our internal AI generation pipelines to draft responses, paired with your own expert human-in-the-loop validation to ensure high accuracy.
Engage with Customers on Security Topics:
Act as a trusted security advisor by engaging directly with enterprise customers on security topics. You will meet with customer security teams to resolve deep architectural inquiries, answer specific security questions, and assist legal teams with security terms in contract negotiations.
Facilitate Customer Audits:
Host, coordinate, and facilitate both on-site and virtual customer audits when customers execute their right to audit, guiding them through our security controls, processes, and compliance evidence.
Build with In-House AI Tools:
Design, configure, and iterate on custom workflows and compliance assistants using Cloudflare’s internally built AI platforms to automate questionnaire triage and security evidence retrieval.
Curate AI-Ready Ground Truth Data:
Structure, audit, and maintain authoritative knowledge repositories covering SOC 2, PCI DSS, ISO 27001, and global security regulations, ensuring our in-house AI models retrieve verified, up-to-date compliance data.
Public Enablement & Trust Portal:
Collaborate with marketing and engineering to mature our customer Trust Portal and self-service resources, making it easy for prospects and enterprise customers to evaluate our security posture independently.
Author Public Security Content:
Research, write, and maintain public-facing white papers, security blogs, and compliance mappings aligned with Cloudflare’s evolving product suite and global regulatory shifts.
Desirable Skills, Knowledge, and Experience:
5–10 years of experience
in security compliance, GRC, technical audit management, IT risk consulting, or customer-facing security assurance.
Demonstrated ability to build with AI:
A hands-on builder mindset with proven experience experimenting with, building on, or configuring AI workflows (e.g., prompt engineering, retrieval-augmented generation concepts, API-based automations, or internal agent configurations) rather than relying solely on packaged third-party software.
Control frameworks:
Solid understanding of security risk and compliance frameworks such as PCI DSS, ISO 27001, SOC 2, and NIST SP 800-53
Technical writing & translation:
Strong written communication skills with the ability to translate complex networking, infrastructure, and cryptographic concepts into clear, plain-language customer responses and white papers.
Customer-facing communication:
Highly comfortable and articulate when presenting to or answering questions from external customers, sales executives, and legal counsel.
Cross-functional leadership:
Comfort partnering across Sales, Product, Legal, and internal Platform/AI Engineering teams to drive projects forward.
Technical curiosity:
Familiarity with data structures, markdown, APIs, or basic scripting (e.g., Python, SQL, or shell) to prototype solutions and inspect model outputs effectively.
Bonus points:
Practical cloud/network engineering experience, deep familiarity with global privacy regulations (GDPR, CCPA), or experience establishing automated operational metrics.
Compensation
Compensation may be adjusted depending on work location.
For New York City based hires: estimated annual salary of $125,000 - $172,000
Equity
This role is eligible to participate in Cloudflare’s equity plan.
Benefits
Cloudflare offers a complete package of benefits and programs to support you and your family. Our benefits programs can help you pay health care expenses, support caregiving, build capital for the future and make life a little easier and fun! The below is a description of our benefits for employees in the United States, and benefits may vary for employees based outside the U.S.
Health & Welfare Benefits
Medical/Rx Insurance
Dental Insurance
Vision Insurance
Flexible Spending Accounts
Commuter Spending Accounts
Fertility & Family Forming Benefits
On-demand mental health support and Employee Assistance Program
Global Travel Medical Insurance
Financial Benefits
Short and Long Term Disability Insurance
Life & Accident Insurance
401(k) Retirement Savings Plan
Employee Stock Participation Plan
Time Off
Flexible paid time off covering vacation and sick leave
Leave programs, including parental, pregnancy health, medical, and bereavement leave
What Makes Cloudflare Special?
We’re not just a highly ambitious, large-scale technology company. We’re a highly ambitious, large-scale technology company with a soul. Fundamental to our mission to help build a better Internet is protecting the free and open Internet.
Project Galileo
: Since 2014, we've equipped more than 2,400 journalism and civil society organizations in 111 countries with powerful tools to defend themselves against attacks that would otherwise censor their work, technology already used by Cloudflare’s enterprise customers--at no cost.
Athenian Project
: In 2017, we created the Athenian Project to ensure that state and local governments have the highest level of protection and reliability for free, so that their constituents have access to election information and voter registration. Since the project, we've provided services to more than 425 local government election websites in 33 states.
1.1.1.1
: We released
1.1.1.1
to help fix the foundation of the Internet by building a faster, more secure and privacy-centric public DNS resolver. This is available publicly for everyone to use - it is the first consumer-focused service Cloudflare has ever released. Here’s the deal - we don’t store client IP addresses never, ever. We will continue to abide by our
privacy commitment
and ensure that no user data is sold to advertisers or used to target consumers.
Sound like something you’d like to be a part of? We’d love to hear from you!
Please note that applicants who progress to the offer stage of the interview process may be asked to attend an in-person interview within one of the Cloudflare Offices or Cloudflare Hubs. More details about this will be available at that stage of the interview process.
This position may require access to information protected under U.S. export control laws, including the U.S. Export Administration Regulations. Please note that any offer of employment may be conditioned on your authorization to receive software or technology controlled under these U.S. export laws without sponsorship for an export license.
Cloudflare is proud to be an equal opportunity employer. We are committed to providing equal employment opportunity for all people and place great value in both diversity and inclusiveness. All qualified applicants will be considered for employment without regard to their, or any other person's, perceived or actual
race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, family care status, or any other basis protected by law.
We are an AA/Veterans/Disabled Employer.
Cloudflare provides reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job. Examples of reasonable accommodations include, but are not limited to, changing the application process, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you require a reasonable accommodation to apply for a job, please contact us via e-mail at
hr@cloudflare.com
or via mail at 101 Townsend St. San Francisco, CA 94107.
Location: Remote (Canada)
Workplace: Remote
BUILD SOMETHING PEOPLE LOVE
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.
About the team
Over 30,000 Canadian businesses already trust Wealthsimple Business to spend, invest, and help their employees save, all in one place. But most Canadian SMBs still don't know we offer business banking at all. Our team owns the growth engine that closes that gap: getting Wealthsimple Business in front of the millions of small businesses in Canada who haven't heard of it yet, and building the pipeline that lets us compete directly for a market that isn't ours yet. We work closely with the broader Marketing org but stay focused on this segment specifically. This isn't general brand awareness — it's demand for a product category most SMBs haven't considered us for.
ABOUT THE ROLE
You'll own net-new customer acquisition for the SMB segment: running the paid and experimental channels that create demand where none currently exists. This is a build-from-scratch role in a real sense. The acquisition engine for this segment doesn't exist yet, so you'll be defining it, testing what moves the needle, and scaling what works, rather than optimizing something already in motion.
WHAT YOU'LL DO
- Own SMB-specific acquisition: explore and test across channel types, paid media, partnerships, content, community, and anything else that could move the needle. No one's handing you a channel mix. Figuring that out is the job
- Run the team's growth experimentation cadence: CAC/LTV analysis and funnel experiments that turn into repeatable, scalable campaigns, not one-off tests, measured through to pipeline handed to Sales
- Test positioning and messaging that gets this segment to notice us for the first time
- Own growth-motivated webinars and other programs aimed at reaching new audiences, not nurturing ones we already have
- Partner with the Demand Gen Specialist so acquisition experiments feed nurture, and nurture insights inform where acquisition effort goes next
- Embed AI into your day-to-day, creative and copy iteration, audience research, campaign experimentation, to move faster and test more
WHAT YOU BRING
- 4–6+ years in growth or performance marketing, with a track record of generating demand and measuring it through to downstream pipeline value
- Experience building and running growth experiments: channel tests, funnel optimization, CAC/LTV analysis. You don't just execute a media plan someone else designed
- Comfort operating in a segment or product with limited brand awareness. You understand how messaging, channel mix, and creative have to work differently when you're introducing a category to someone who doesn't know it exists yet, not comparing features for someone who already does
- Experience running net-new-audience programs (webinars, partnerships, co-marketing) aimed at reaching new audiences, not nurturing existing ones
- An analytical mindset: you use data to diagnose funnel problems, prioritize opportunities, and recommend what to do next, not just report on results
- Clear written communication: able to translate test results and positioning ideas into something a cross-functional team can act on
- A demonstrated habit of using AI to accelerate your work: building lead enrichment workflows, generating and testing creative at scale, or surfacing insights from data faster. You treat AI as a core part of how you work
NICE TO HAVE
- Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.
- Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.
- Experience marketing specifically to small and medium-sized businesses, understanding how SMB buyers discover, evaluate, and choose financial products
WHO YOU ARE
- You're motivated by ambiguity and building from scratch, not maintaining an existing channel
- You think like an owner. You don't wait to be told which experiment to run next
- You're comfortable being judged on outcomes you can't fully control yet, because the category itself is new
- You partner well. You know acquisition and nurture only work if the handoff between them is good
- You're competitive in a healthy way. "Let's go win this" is a mindset, not just a talking point
- You're as comfortable in the numbers as you are in the creative. This role needs both
WHY WEALTHSIMPLE?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
ICYMI
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Location: Utah | Remote
Please Note: This is a remote position available in the state listed on this job. Additionally, employment with BambooHR is contingent on passing both a background and credit check.
AI at BambooHR
At BambooHR, we're all about setting people free to do great work, and we believe AI is a powerful partner in that mission. We're leaning into intelligent tools to streamline our workflows, giving us more time for high-impact innovation. We look for curious, forward-thinking people who are ready to explore how AI can elevate their work and help us reimagine the future of HR.
Essential Job Duties
We're looking for a Sr. Product Manager to own the systems payroll runs on: data sync, calculation, payment operations tools, and the data model underneath them. You'll make sure payroll builds on BambooHR's shared platform services: canonical data entities, a permission service, an event bus, and an observability stack. You hold payroll to the contracts those services publish.
On a typical day you might sequence a migration step so no client's payday is ever the test case, agree on the direction of the payroll data model with payroll engineering leadership, or work out what it costs to keep an old system alive one more quarter. A new platform is still maturing while the old system carries production load.
You will:
Own payroll platform modernization: decide what moves from old operational tools to their replacement, and when, and sequence each step so payroll is never at risk.
Price the cost of keeping old systems running, including support escalations, manual fixes, and the risk of a missed pay date.
Own the product half of the payroll data-model redesign, weighing event-driven streaming against the current full-resync approach, jointly with payroll engineering leadership. Validate it against the company's canonical entity models using real client examples.
Own access and audit discipline on payroll systems: permission granularity, audit posture, least-privilege carve-outs, deny-by-default rollouts, and feature-flag discipline. Coordinate with the security organization and build on the platform's existing ways of recording who did what.
Own compliance and retention for payroll: data retention positions, regulatory changes that affect payroll systems, and the audit interface with governance, risk, and compliance, documented as decisions rather than tribal knowledge.
Test long-held assumptions about what payroll systems can and cannot do, publish the real limits and latency curves, and write them up so leadership can act on them.
Run a payroll roadmap review cadence: a quarterly plan with dates, a weekly written status for leadership, and coordination with payroll services on operational readiness.
Success in the First 180 Days
Deliver a dated plan for retiring the old systems with the cost of keeping each one priced, and retire at least one without a payroll incident.
Land the payroll data-model direction as a written decision agreed with engineering.
Make payroll's permission and audit setup the reference example other internal tools copy.
Complete canonical-model validation for each payroll domain so payroll builds against platform contracts by default.
What You Need to Get the Job Done
You feel aligned with the BambooHR values.
5+ years of product management experience. HCM, payroll, or payroll-adjacent platform experience is strongly preferred.
You have coordinated with downstream consumers at scale: dozens of teams reading one system's contracts.
Rollout discipline is a reflex for you: parallel runs, instant rollback, user acceptance testing, and release trains.
You're technical enough to discuss database schemas, APIs, and migration mechanics with engineers as a peer.
You're comfortable in regulated, sensitive-data domains and treat compliance counterparts as partners.
You hold evidence standards in a domain full of inherited assumptions: you measure before you assert, and you write decisions down.
You flag risks before deadlines.
What Will Make Us REALLY Love You
Experience stewarding a legacy enterprise platform through a successor migration.
Payments, money-movement, or banking-file operational experience.
Familiarity with event-driven data architectures that replace batch and resync patterns.
A developer background.
What You'll Love About Us
A
Great Company Culture
that has been recognized by multiple organizations like
Inc
, and
Salt Lake Tribune
Comprehensive health, life, and disability insurance
Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life
401k plans with up to 6% company match
$2000 Paid-Paid Vacation bonus
EAP through Headspace
Check out all our
benefits that benefit you
About Us
At BambooHR, we're building something different: we're building a people intelligence platform that transforms HR and sets people free to do great work! We're a proven market leader driving innovation while building lasting success through thoughtful, sustainable growth. Here, you'll find a place that champions growth: both professional and personal, both individual and collective.
We invest in potential, giving you the space to stretch your capabilities and turn good ideas into reality while providing the safety net of a supportive, values-driven culture. Our approach combines meaningful work with meaningful lives, offering competitive benefits, professional development, and the flexibility to thrive both in and outside the office.
What sets us apart isn't just what we do, but how we do it: with openness, integrity, and a shared commitment to doing the right thing. Join us in creating HR software that makes work better for everyone, while we make work better for you.
BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process. If you would like to request accommodations, please let your recruiter know.
BambooHR is An Equal Opportunity Employer--M/F/D/V
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.
For information on California Privacy Policy,
click here
.
Our process utilizes AI as an assistant to efficiently process and analyze candidate data. Recruiters and hiring managers maintain full oversight and accountability, ensuring that all final selection and rejection decisions are human-made and based solely on objective job qualifications. Please see our
General Privacy Notice
and
California Privacy Notice
for more details.
See our
AI Guidelines for Candidates
for details on how BambooHR uses AI in recruiting, how we expect candidates to use AI, and what is not allowed.
Location: Remote (Canada)
Workplace: Remote
BUILD SOMETHING PEOPLE LOVE
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.
About the team:
At Wealthsimple, we aren't just managing portfolios; we're rewriting the rules of how Canadians interact with credit. The Credit Analytics team own’s Wealthsimple's lending ecosystem, operating at the intersection of high-growth tech and data-driven underwriting.
We believe that being “credit-worthy” should mean more than just a traditional score. Our mission is to challenge the status quo, building inclusive products that empower millions of Canadians and the businesses they run to lead better financial lives. We’re growing fast, moving from small data to massive scale through iteration and experimentation.
We are extending our consumer credit expertise into business lending built for Canadian small and medium-sized businesses (SMBs). This is a true green-field build — new adjudication policy, new underwriting signals, and new risk infrastructure, informed by everything we've learned scaling our consumer card portfolio.
About the role:
We are looking for a Senior Associate to own credit policy for our business lending products, starting with a business credit card — from adjudication through the full account lifecycle. You will design and implement the underwriting framework that determines who qualifies and at what limit, build the line management strategies that govern how those limits evolve, and partner closely with collections to manage risk once accounts are on book.
Small business cards can be underwritten on the owner, or on the business as it grows. You’ll be working with cash flow, seasonality, industry, and business bureau data, which is usually thinner and messier than consumer bureau data. We need someone who has worked across that range and can turn it into automated policy instead of file-by-file decisions.
You will collaborate cross-functionally with Engineering, Product, Data Science, Fraud, and Client Experience to translate policy into shippable adjudication and monitoring systems, and you will have significant ownership over how this portfolio’s risk appetite is defined from day one.
In this role, you will have the opportunity to:
- Build a new lending program from the ground up with the breadth to see every part of it, from policy to funding, and the runway to grow into leading a lending line of business.
- Design and own the adjudication policy for a new business credit card, including entity-level underwriting criteria, principal/guarantor assessment, joint-liability, initial limit-setting, and approval decisioning.
- Own line management strategy for business credit products: credit limit increases and decreases, pricing, authorization rules, and active exposure management driven by cash-flow and balance monitoring.
- Partner with the collections team to design risk-managed treatment strategies specific to business accounts, and to build lifecycle monitoring that catches emerging risk early.
- Evaluate the performance of the business lending portfolio and your policies, using vintage analysis, cohort tracking, and champion/challenger testing to validate and refine underwriting decisions.
- Propose policy enhancements that improve marginal profitability while keeping risk within appetite, informed by rigorous root-cause analysis rather than surface-level metrics.
- Help define the data and underwriting infrastructure needed for SMB lending — including how to source, validate, and weigh business financial data alongside traditional bureau signals.
- Influence roadmaps across partner teams (Engineering, Product, Data Science, Fraud, and Client Experience) and implement policy that drives measurable impact.
We're looking for someone who:
- Has direct experience underwriting or setting credit policy for small and medium-sized businesses, this is a must-have for this role. Card experience isn't required; we'd love to hear from you if your background is in instalment loans or lines of credit.
- Writes SQL hands-on to self-serve data and build monitoring and analytics.
- Brings credit discipline to a ship-and-iterate environment, and is comfortable shaping policy while the product itself is still being defined.
- Can turn analysis into a clear recommendation for technical and non-technical audiences, weigh incomplete or noisy information and still reach well-grounded decisions.
- Is intellectually curious, passionate about their work, and wants ownership over their projects.
Preferred qualifications:
- 5+ years of experience in small business lending
- Knowledge of Canadian consumer credit bureau data (Equifax, TransUnion)
- Working knowledge of how business credit risk differs from consumer credit risk: entity vs. personal guarantor assessment, business bureau data (e.g., business credit bureaus), cash-flow-based underwriting, industry/sector risk, and revenue seasonality.
- Experience across the credit lifecycle: adjudication policy, line management, pricing, and collections strategy.
- Experience with statistical/quantitative analysis: experimental design, champion/challenger (or A/B) testing, model accuracy validation, constrained optimization, decision trees, discounted cash flows, financial modeling.
- Experience with Python, and GitHub. Airflow, AWS Redshift, and dbt are a plus.
WHY WEALTHSIMPLE?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
ICYMI
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Location: San Francisco, CA
Workplace: OnSite
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
We are looking for a Compensation Partner to join our Compensation team. In this role, you'll play a critical part in supporting and evolving our global compensation programs through robust analysis, scalable processes, AI-native workflows, and cross-functional collaboration. You will serve as a trusted compensation subject matter expert to stakeholders and employees as we continue to grow.
- Conduct detailed compensation analysis and modeling, leveraging AI and automation to support program design and decision-making.
- Lead market benchmarking efforts globally, building scalable workflows for market reviews and ongoing evaluation of internal equity and external competitiveness.
- Manage the execution of our compensation planning cycles, with a focus on data accuracy, analysis, and process optimization.
- Partner with the Recruiting team to optimize offer processes, providing market intelligence and internal equity insights.
- Support stock plan administration, partnering with Legal to manage equity grant processes and improve the accuracy and employee experience of equity operations.
- Develop and maintain compensation tools, dashboards, and self-service experiences that enable Recruiting, People, and business leaders to access compensation insights.
- Champion AI-native workflows by integrating AI tools and automation into compensation processes to improve operational efficiency and surface sharper insights.
WHAT YOU’LL BRING
- 5+ years of compensation or total rewards experience in high-growth technology environments.
- Proven experience developing and maintaining compensation bands, including sales OTE and equity frameworks, and job architectures at scale.
- Strong understanding of global compensation practices, with experience supporting international markets.
- Hands-on experience with equity compensation, including RSUs and stock options, and comfort navigating equity administration processes and platforms such as Carta.
- Highly collaborative, with a track record of building strong cross-functional partnerships, particularly with Recruiting, Legal, and People teams.
- Skilled in leveraging compensation data platforms such as Pave, Radford, and Levels.FYI http://Levels.FYI, and HRIS platforms such as Workday to generate insights and inform decision-making.
- An AI-native operating mindset: you instinctively look for ways to use AI, automation, and technology to improve how work gets done rather than defaulting to manual processes.
EVEN BETTER…
- You've supported compensation programs spanning multiple geographies, including navigating local pay regulations, statutory requirements, and regional market data.
- You have experience at a large or high-growth technology company and understand how to design scalable compensation programs and processes.
- You’ve built AI-powered or automated workflows that replaced manual operational processes or created new self-service capabilities.
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: Remote, Canada; Remote, United States
GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster.
The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems.
Co-create the future with us
as we build technology that transforms how the world develops software.
*
Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab.
An overview of this role
As a Senior Ecosystem Operations Manager at GitLab, you'll own the technology, processes, and operational infrastructure behind our channel, distribution, original equipment manufacturer (OEM), global systems integrator (GSI), and managed service provider (MSP) partnerships. You'll shape how our partners go to market, serving as the primary process owner for deal registration, partner programs, partner quote-to-cash, and partner attribution. You'll combine operational strategy with hands-on execution, using artificial intelligence (AI) to automate workflows and help ecosystem operations scale.
What you'll do
Design and govern end-to-end partner processes, including deal and referral registration, service attach, two-tier distribution, rules of engagement, and quote-to-cash. Partner with Deal Desk and Billing on resale, distribution, OEM, GSI, and MSP transaction workflows, and resolve complex registration, quoting, and billing escalations.
Own operational execution of partner tiering, onboarding, certification compliance, not-for-resale (NFR) licenses, rebates, and incentives, including eligibility tracking, approval routing, and payments.
Own and administer the partner technology ecosystem, including Impartner partner relationship management (PRM), Salesforce customer relationship management (CRM) partner objects, deal registration, and partner portals. Maintain system health and data integrity, and co-manage vendor roadmaps, renewals, and service-level accountability.
Partner with Revenue Technologies and Systems to maintain integrations across partner platforms, Salesforce, enterprise resource planning (ERP), quoting, billing, and financial systems, including partner attribution and compensation data flows. Lead prioritization and user acceptance testing (UAT) for implementations, migrations, and platform enhancements with IT and Enterprise Applications.
Own the ecosystem data model and work toward one standard partner attribution record across the customer lifecycle. Serve as a resource for Ecosystem Sales, partners, and internal teams on attribution, territory, and compensation-impacting data, and maintain reporting and dashboards as a single source of truth for partner pipeline, registration activity, and program performance.
Lead ecosystem month-end close with Deal Desk, Compensation, Accounts Receivable, and Finance, covering opportunity corrections, partner splits, territory review, and reconciliation.
Identify, build, and deploy AI agents to automate workflows such as deal registration routing, NFR provisioning, partner data quality checks, and reporting. Evaluate processes for opportunities to reduce manual effort, improve consistency, and shorten cycle times.
Maintain the authoritative ecosystem process map, runbooks, and training materials. Support tool configuration, testing, and end-user training. Own channel price files and partner quoting for product launches and stock keeping unit (SKU) changes. Coordinate improvements with operational peers, IT, Finance, Product, and Legal through GitLab Work Items.
What you'll bring
Experience in business-to-business software-as-a-service channel or partner operations, with direct ownership of ecosystem workflows and the ability to work independently in a remote environment.
Hands-on experience with Impartner or an equivalent PRM platform, including deal registration and partner portal administration.
Strong working knowledge of Salesforce CRM, including partner objects, opportunity management, Flow, validation rules, reports, and dashboards.
Deep familiarity with resale, two-tier distribution, deal registration, rules of engagement, partner discounting, and partner quote-to-cash, plus an understanding of OEM, GSI, and MSP transaction structures and operational requirements.
Direct experience operating partner programs, including tiering, certification compliance, rebates, and incentives, with responsibility for execution and compliance.
Experience designing and documenting complex operational processes for distributed teams, translating business needs into detailed system requirements and configuration, and leading user acceptance testing through release.
Hands-on experience using AI tools and building agents to automate operational workflows, from evaluating opportunities to delivering working solutions.
Experience resolving ambiguous operational escalations across systems, teams, and partner relationships, and aligning Deal Desk, IT, Finance, Compensation, Legal, and Sales around operational changes.
About the team
Our Ecosystem Operations team works closely with Systems, Revenue Technologies, Deal Desk, Ecosystem Programs, Enablement, Finance, Compensation, and Legal. We enable consistent execution across Ecosystem Operations Specialists and cross-functional partners. You'll also partner with the Senior Hyperscaler Operations Manager, who owns Amazon Web Services and Google Cloud operations, on shared systems, the ecosystem data model, and month-end close.
The base salary range for this role’s listed level is currently for residents of the United States only. This range is intended to reflect the role's base salary rate in locations throughout the US. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, alignment with market data, and geographic location. The base salary range does not include any bonuses, equity, or benefits. See more information on our
benefits
and
equity
. Sales roles are also eligible for incentive pay targeted at up to 100% of the offered base salary.
United States Salary Range
$104,800
—
$176,400 USD
How GitLab Supports Full-Time Employees
Benefits to support your health, finances, and well-being
Flexible Paid Time Off
Team Member Resource Groups
Equity Compensation & Employee Stock Purchase Plan
Growth and Development Fund
Parental Leave
Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from
underrepresented groups
are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application.
Country Hiring Guidelines:
GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process.
Privacy Policy:
Please review our
Recruitment Privacy Policy.
Your privacy is important to us.
GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab’s policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also
GitLab’s EEO Policy
and
EEO is the Law
. If you have a disability or special need that requires
accommodation
, please let us know during the
recruiting process
.
Location: 6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 1390 Willow Pass Road Suite 800, Concord, CA 94520
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: Remote - Europe
About Nebius:
Nebius is leading a new era in cloud infrastructure for the global AI economy. We are building a full-stack AI cloud platform that supports developers and enterprises from data and model training through to production deployment, without the cost and complexity of building large in-house AI/ML infrastructure.
Built by engineers, for engineers. From large-scale GPU orchestration to inference optimization, we own the hard problems across compute, storage, networking and applied AI.
Listed on Nasdaq (NBIS) and headquartered in Amsterdam, we have a global footprint with R&D hubs across Europe, the UK, North America and Israel. Our team of 1,500+ includes hundreds of engineers with deep expertise across hardware, software and AI R&D.
The role
We run a large-scale GPU cloud and AI infrastructure platform. Fraud and abuse — stolen payment cards, fake sign-ups, compute mining, credential abuse, and coordinated free-tier exploitation — directly threaten platform economics, capacity availability for legitimate customers, and our standing with payment providers and cloud partners.
As Product Manager, Anti-Fraud, you own the product roadmap for the systems that detect, prevent, and respond to fraud and abuse across the customer lifecycle — from onboarding and payment through to ongoing consumption. You sit at the intersection of Trust & Safety, Payments/Billing, Risk, Data Science, and Product Engineering, and you balance two goals in constant tension: stop bad actors and keep friction near zero for real customers.
Your responsibilities will include:
Own the end-to-end anti-fraud product roadmap: signup/KYC checks, payment fraud detection, account takeover protection, and compute-abuse (e.g., crypto mining, resource reselling) prevention.
Own the rules and risk-scoring surfaces — the tooling that lets analysts and data scientists define, test, and deploy detection rules and ML models with clear guardrails and audit trails.
Own the manual review and case-management experience for the Trust & Safety operations team, including queues, evidence views, and action workflows (block, limit, step-up verification, release).
Own customer-facing friction points — verification flows, step-up challenges, and appeals — designed to minimize false positives and protect the legitimate user experience.
Identify fraud and abuse incidents early — define the signals, alerts, and thresholds that surface incidents before they scale, and own the detection surface that flags them.
Participate in incident reviews and post-mortems, capturing root causes and turning each finding into concrete improvements to detection rules, models, and the roadmap.
Ensure timely response to active incidents — drive fast triage, clear ownership, and mitigation, working alongside Trust & Safety, Engineering, and Data Science to contain impact.
Write clear PRDs and specs that translate fuzzy risk problems into shippable engineering and data-science work.
Partner with
Analytics team
on detection models — defining the problem, labels, and success criteria, and deciding where rules vs. ML are the right tool.
Run experiments and monitor rollouts, watching both fraud-catch metrics and false-positive / customer-friction impact.
Work with Legal/Compliance to keep detection and enforcement aligned with payment-network rules, KYC/AML expectations, and data-privacy requirements.
Track and report on fraud loss, chargeback rate, false-positive rate, review throughput, and time-to-detection.
We expect you to have:
Proven
product management experience in fraud, risk, trust & safety, or payments.
Strong analytical skills — comfortable with data, SQL or equivalent, and reasoning about precision/recall trade-offs and metrics.
Ability to make decisions under ambiguity and to balance security, business, and customer-experience priorities.
Solid collaboration with engineering and data science; you can hold a technical conversation about signals, features, and model behavior.
Exposure to cloud, SaaS, marketplace, fintech, or infrastructure products.
Understanding payment fraud, chargebacks, KYC/AML, or device/network signals (fingerprinting, velocity, IP reputation).
It would be an added bonus if you have:
Familiarity with ML-based detection systems and their operational lifecycle (drift, retraining, monitoring).
Experience with abuse patterns specific to compute or GPU platforms (mining, credential stuffing, free-tier farming).
Benefits & Perks:
Competitive compensation
Career growth and learning opportunities
Flexibility and ownership
Collaborative and innovative culture
Opportunity to work on impactful AI projects
International environment and talented teams
What's it like to work at Nebius:
Fast moving - Bold thinking - Constant growth - Meaningful impact - Trust and real ownership - Opportunity to shape the future of AI
Equal Opportunity Statement:
Nebius is an equal opportunity employer. We are committed to fostering an inclusive and diverse workplace and to providing equal employment opportunities in all aspects of employment. We do not discriminate on the basis of race, color, religion, sex (including pregnancy), national origin, ancestry, age, disability, genetic information, marital status, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable law.
Applicants must be authorized to work in the country in which they apply and will be required to provide proof of employment eligibility as a condition of hire.
If you need accommodations during the application process, please let us know.
Location: Paris, France
Workplace: Hybrid
About Ledger
We’re a team of experts pushing the limits of what’s possible, united by our common goal to unlock true freedom through digital ownership, making technology accessible for all. We believe in a world where users, creators and enterprises manage their value with ownership and freedom. Our curiosity drives us to innovate, empowering individuals on a global scale. We believe change is constant and our team moves forward as one, with a culture of problem-solving where every employee is empowered and supported to challenge tradition and create solutions. Our mission is simple: to make self-custody accessible and give people the keys to their own financial futures. If you want to make a true impact, we want you to join us at Ledger.
At Ledger, we’re proud to be the global platform for digital assets and Web3, with over 20% of the world’s crypto assets secured through our Ledger devices. With our headquarters in Paris, and offices in Vierzon, Grenoble, Montpellier, London, Portland, Geneva, Zurich and Central Singapore, we have a team of around 600 professionals developing a variety of products and services to enable individuals and companies to securely buy, store, swap, grow and manage crypto assets – including the Ledger hardware wallets line with more than 7.5 millions units already sold in 200 countries.
The team:
Amazon brings Ledger to a broader audience of crypto-curious buyers on every continent, making it a key growth driver for the business. The Marketplaces team owns the Amazon channel end to end, from catalogue and inventory management to ads campaign management. You’ll lead our ads performance and bring a builder’s mindset to the whole channel: using data and AI to scale what works and automate our Amazon processes, from ads to operations.
What you’ll be doing:
- Amazon advertising management: own and optimize Sponsored Products, Sponsored Brands, Sponsored Display and DSP campaigns across our markets, with one goal: prove and drive incremental revenue, not just efficient spend; use Amazon Marketing Cloud (AMC) to understand our audiences and buyers and measure what our ads really bring.
- Process automation: rebuild our largely manual Amazon workflows (bid management, reporting, budget pacing, promo checks) into automated, scalable processes, leveraging AI tools and scripting rather than spreadsheets.
- Data & reporting: collaborate closely with the data team to build and maintain dashboards and trackers monitoring ads performance and promotional impact, turning raw data into clear recommendations for leadership.
- Promotions: manage promotional calendars across marketplaces to maximize conversion and defend competitive position.
- Tooling & partner evaluation: continuously benchmark and test third party tools, agencies and tech partners (audiences analytics, competitive intelligence, etc.) to identify the best stack for scale.
- Cross functional collaboration: work closely with the operations/catalog team, brand, and finance teams to align ads strategy with inventory, listings, and budget realities.
What we’re looking for:
- 2+ years of experience in performance marketing or data analysis, or, with a strong analytical mindset (Amazon Ads experience is a plus, not a requirement)
- Strong appetite for AI is a must, with dashboards, reportings or automated processes you’ve built using AI tools
- Comfortable owning manual workflows and turning them into repeatable systems
- Excellent organizational skills
- Fluent in English; the role is based in Paris, and English is a prerequisite for both social and work life in our office
Nice to have:
- Hands on experience with Amazon Ads console / Seller Central / Vendor Central
- Interest in Web3/crypto
At Ledger, we are dedicated to continually investing in our employees which is why we offer more than just salaries; we provide comprehensive compensation packages that include a wide range of benefits. Here are some of the benefits you can look forward to:
- Flexible work options - Our hybrid policy allows employees to work from home up to 3 times per week
- Health & Wellness support - Health and Life Insurance.
- Financial growth opportunities - Employees can become shareholders in Ledger as well as other financial benefits depending on your country of work.
- Commuter allowance - Ledger offers a commuter allowance to contribute to your preferred means of transportation.
- Learning & Development - A comprehensive suite of training solutions providing a personalised learning experience for every employee.
For regionally specific benefits, your Talent Acquisition contact will be able to provide you with more information.
We’re committed to building an inclusive hiring process. If you need any adjustments or accommodations, just let us know, we’ll do our best to support you.
Prague, Czechia
УдалённоleadPoland; Armenia; Azerbaijan; Georgia; Serbia; Estonia
Не хотите искать каждый день?
Настройте подбор один раз, и подходящие вакансии будут сами приходить в Telegram.
Настройте подбор, и подходящие вакансии будут приходить в Telegram.
seniorUS - Culver City, California, United States; US - United States; For candidates in CA, CO, NJ, NY, and WA, the annual salary range is provided below
УдалённоseniorRemote, Canada; Remote, United States; The base salary range for this role’s listed level is currently for residents of the United States only
Canada - Remote; United States - Remote; Work closely with teammates across time zones (primarily US/Canada, with close collaboration across EU and India-based colleagues on adjacent squads); Strong communication skills: ability to write clear technical documents, work autonomously, and collaborate across teams and time zones