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: Riga, Latvia
Workplace: hybrid
Are you ready to join our digital revolution journey?
At Aleph, we’re not just part of the digital advertising landscape—we’re shaping its future. Representing the world’s leading platforms, including TikTok, Amazon, Google, and nearly 55 others, we operate in 130+ markets across new and existing geographies.
Our mission is to empower advertisers and brands to unlock the full potential of these platforms' advertising capabilities. By fostering long-lasting partnerships, we create limitless opportunities for people and businesses to advertise effectively at both local and global levels.
With a presence spanning continents, Aleph offers you the chance to be part of a fast-growing, innovative team where your work makes a direct impact. If you’re ambitious, forward-thinking, and eager to thrive in a dynamic, global environment, Aleph is the perfect place to build your career.
We are looking for a Regional Marketing Professional – Europe to join our European marketing team in Riga. In this role, you will be a dedicated marketing leader shaping regional growth across Europe. You will own the strategy, execution and localized marketing activations across key European markets, collaborating closely with Regional Directors and local sales teams.
You will work with cross-functional teams across sales, communications and global marketing to build brand presence and drive business growth across the European region. You will adapt global marketing strategies to local European market needs and drive co-branded activations with our partners in priority countries.
What you'll do:
Drive the regional marketing strategy for Europe, aligning activations with business targets and sales goals across key European countries.
Manage and allocate regional marketing budgets across European markets, tracking spend and maximizing marketing ROI.
Plan, produce and oversee end-to-end execution of events, including owned formats (breakfasts, launch events and more), C-level events and sponsorships of industry events.
Coordinate the production of branded merchandise (swag), branded materials and sales collateral, ensuring all co-branded Aleph partner assets are consistent and on-brand.
Create and share regular reports on activations, budget and performance with internal teams and partners.
Measure the ROI and results of marketing activations, turning data into learnings that inform future plans.
Work with the cross-functional team and partners to develop precise, persuasive and locally relevant messaging, including PR and communications support.
Coordinate market research, competitor analysis and impact measurement with third-party providers and internal teams.
What you need for this role:
Bachelor’s degree (bakalaura grāds) in Business, Marketing, Advertising or Communication.
4+ years of experience in marketing.
Budget management: proven ability to plan, allocate and track marketing budgets across European countries and key regional projects.
Event and project management: experience planning and executing events (virtual and in-person), including webinars, and following them through from concept to post-event follow-up.
Data-driven marketing and measurement: demonstrated ability to analyze campaign performance, identify key metrics, and use data to optimize marketing strategies and demonstrate ROI.
Understanding of the advertising and media industry and its audiences: familiarity with the sector and its key players, with a focus on the audiences Aleph serves.
Regional marketing and localization: proven ability to adapt marketing campaigns to diverse European markets, cultural nuances and localized business requirements.
Presentation and communication: ability to communicate complex concepts to internal and external stakeholders, including presenting to country leadership teams.
Willingness to travel (approximately 20%).
Proficiency in English is a must.
Relevant experience, with progressively increasing responsibility.
Experience with related software, such as Salesforce Marketing Cloud, Figma and Splash.
Excellent stakeholder management, presence and interpersonal skills, with the ability to engage directly with stakeholders at all levels.
Outstanding execution and problem-solving skills, resourcefulness and attention to detail.
A demonstrated track record of working across complex, fast-moving, cross-functional environments.
What will make us really love you:
You have a creative mindset and a passion for storytelling that captivates audiences.
You excel at turning complex messages into engaging, clear content for diverse audiences.
You’re a natural relationship-builder, fostering trust with stakeholders at all levels.
You bring strategic thinking and can pivot quickly in a fast-changing landscape.
You love analyzing trends, insights, and data to continuously optimize communication efforts.
You’re a proactive problem solver who thrives in high-pressure situations.
What you'll love about us:
We care about your individuality by giving you freedom to grow and create within the company, regardless of your position
Learn from the best: Our state of the art workshops guarantee the latest insights into digital advertising
Be part of a company with a truly global footprint, working with leading brands, platforms, and publishers across 90+ markets.
We foster a dynamic environment where creativity, collaboration, and bold ideas are encouraged and celebrated.
Join a diverse, multicultural team that values and embraces different perspectives, experiences, and talents.
At Aleph, your work directly contributes to connecting brands and consumers in meaningful ways, shaping the future of digital advertising.
In line with the EU Pay Transparency Directive, we are committed to fair and open compensation practices. For this role, the minimum gross annual base salary is EUR 28,000. In addition to base salary, this role includes a variable component, paid annually. The final offer will reflect your experience, skills, and the scope of the role.
#ALEPH
Why Join Us?
Aleph is a place of many cultures, perspectives, and talents. We support each other, creating an environment of giving and receiving. We value partnership and communication because we believe it takes a group of people to achieve great things. We are energized by our ever-changing industry, our curiosity keeps us learning and seeking out new opportunities.
We stay flexible and adaptable, and believe in moving with the speed of change. We encourage everyone to strive for more, providing our internal talent with growth opportunities and the ability to learn together.
#ALEPH
Location: San Francisco, California
Fin
, now part of Salesforce, is on a mission to help businesses provide perfect customer experiences.
Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey, from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk, giving modern support teams one single system.
Together with Salesforce, the #1 AI CRM, where humans with agents drive customer success, we're building the future of customer experience. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword, it's a way of life. The world of work as we know it is changing, and we're looking for Trailblazers who are passionate about bettering business and the world through AI.
Ready to level up your career at the company leading workforce transformation in the agentic era? You're in the right place. Agentforce is the future of AI, and you are the future of Salesforce.
What's the opportunity?
The role will lead Fin’s New Business organization in North America, a team of Account Executives and their front-line managers responsible for new logo and new revenue growth across the SMB and Mid-Market segments. Reporting to the VP, NAMER Sales, this person owns the new business strategy, operating plan, and results for the region, and is accountable for building and running a high-performing, multi-layered sales organization.
We are looking for a seasoned second-line leader who excels at hiring and developing sales managers, inspiring a large team, and partnering cross-functionally to build efficient, repeatable, and customer-centric sales processes. This leader will play a central role in shaping and executing our value-led sales strategy and in scaling the NAMER new business engine.
For this big challenge, we are looking for an innovative, agile, and resilient Sales Leader to help us write the next chapter in the AI-first customer support space.
What will I be doing?
Sales Strategy & Planning:
Partner with the VP, NAMER Sales and senior leadership to define the new business strategy for North America across SMB and Mid-Market.
Own segment planning: territory and capacity design, headcount plans, quota setting, and resource allocation across teams.
Translate company goals into regional operating plans and tactics that reflect market dynamics and the Fin opportunity.
Leading Leaders:
Hire, coach, and develop a team of front-line Sales Managers; raise the bar on how they recruit, ramp, and manage their Account Executives.
Build a strong leadership bench and a culture of accountability, rigor, and continuous improvement.
Pipeline, Forecasting & Execution:
Own the regional new business forecast; drive forecast accuracy and pipeline discipline across all teams.
Inspect pipeline health, deal progression, and conversion, and intervene on strategic deals where needed.
Analyze sales metrics to identify trends, optimize process, and improve productivity and win rates.
Cross-Functional Collaboration:
Partner with Marketing, SDR, Product, Sales Engineering, Enablement, RevOps, and Customer Success on go-to-market strategy, pipeline generation, and a seamless customer experience.
Represent NAMER New Business in company planning and ensure alignment on goals, budgets, and investments.
Customer Focus:
Maintain a deep understanding of customer needs, the competitive landscape, and market trends to help teams win.
Ensure customers are handed off to the Relationship Management team thoughtfully, always keeping the customer experience top of mind.
What skills do I need?
5+ years in a quota-carrying new business IC role with proven success. Must demonstrate direct experience running strategic deals 6 and 7 figure deals (involving procurement, legal, security, executive selling)
5+ years of sales management experience. (2 years in second-line leadership)
Track record of building and scaling new business organizations across multiple segments with a mix of velocity and strategic selling (SMB and/or Mid-Market)
Demonstrated success developing and executing outbound sales strategies, ideally within a product overlay or co-prime selling environment.
Exemplary new business sales acumen; experience with Command of the Message and MEDDPICC a plus
Strong command of forecasting principles and a track record of accurate revenue forecasting at the regional level
Experience developing GTM strategy and building and executing operational plans (capacity, territory, quota, headcount)
Excellent communication skills across a variety of mediums (written, verbal, presentation, interpersonal), including executive-level communication
*Proof of eligibility to work in the United States is required.
The OTE salary range for candidates within the San Francisco Bay Area is $414,000-$494,500 Actual base pay will depend on a variety of factors such as education, skills, experience, location, etc. The base pay range is subject to change and may be modified in the future. All regular employees may also be eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock in the form of Restricted Stock Units (RSUs).
#LI-Hybrid
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. At Fin, we want to give people what they need to do the best work of their careers. Our benefits and programs are designed to support your health and wellbeing, your family, your time away from work, and your financial future. Offerings vary by location in line with local practices and requirements. Learn more about working at Fin and the benefits we offer at
fin.ai/careers
. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.
Policies
Fin has a hybrid working policy. We believe that working in person helps us stay connected, collaborate easier and create a great culture while still providing flexibility to work from home. We expect employees to be in the office at least three days per week.
We have a radically open and accepting culture at Fin. We avoid spending time on divisive subjects to foster a safe and cohesive work environment for everyone. As an organization, our policy is to not advocate on behalf of the company or our employees on any social or political topics out of our internal or external communications. We respect personal opinion and expression on these topics on personal social platforms on personal time, and do not challenge or confront anyone for their views on non-work related topics. Our goal is to focus on doing incredible work to achieve our goals and unite the company through our
core values
.
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination.
Know your rights: workplace discrimination is illegal.
Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
Location: New York, New York, United States
Join the Team!
Is technology your passion? Do you want to work with smart, forward-thinking individuals? Do you want to grow in a career you love?
At Align, our professionals are the key to our success. We don’t just hire talent, we invest in exceptional people who are forward-thinking, results-driven, and passionate about what they do. We’re a group of tech-savvy professionals who are motivated by making an impact. Our culture is one of unbounded opportunity that celebrates the passions, skills and ideas of our team—work hard, play hard, be smart!
We believe great communities lead to great companies. That’s why we offer a dynamic workplace where you feel inspired, engaged and innovative. We offer professionals opportunities to train in the leading technologies, make an impact within the industry and acquire valuable new skills whether on client sites or in one of our regional offices.
Position Overview
Align is seeking an experienced, client-focused
Desktop Engineer
to join our Managed Services team. This role is ideal for a technical professional who combines strong desktop and end-user support expertise with exceptional customer service and communication skills.
The Desktop Engineer will provide hands-on technical support within a corporate environment, with a particular focus on supporting
executives, VIPs, and other high-touch users
. The successful candidate will be proactive, professional, responsive, and comfortable troubleshooting issues in a fast-paced environment where the quality of the client experience is just as important as the technical resolution.
Previous experience supporting clients within the
Hedge Fund, Alternative Investment, or broader Financial Services industry
is strongly preferred.
This is a hybrid role that requires being onsite at our NYC office three days per week
You will be required to participate in a rotational on-call schedule that includes overnights and weekends
This is a full-time position offering full benefits, a salary in the $70K to $80K range.
Key Responsibilities
Provide onsite deskside and end-user technical support at a key Managed Services client location.
Deliver a high level of customer service and technical support, with particular attention to executive and VIP users.
Own technical issues through resolution, maintaining clear communication and timely follow-up with clients throughout the support process.
Work effectively with users across varying levels of technical knowledge, translating technical concepts into clear, client-friendly language.
Troubleshoot desktop, laptop, connectivity, IP phone, printing, and application-related issues.
Support Microsoft 365 applications and services, including common desktop and productivity-related issues.
Install, configure, upgrade, and remove desktop applications, hardware, and user workstations.
Troubleshoot general workstation and infrastructure-related issues and help ensure end-user technology remains operational and reliable.
Escalate complex technical issues appropriately while maintaining ownership of the client experience and communication.
Accurately document troubleshooting steps, resolutions, and relevant client information in accordance with Managed Services processes.
Required Qualifications
2–5 years of experience working within a
Managed Services Provider (MSP)
or similar client-facing IT support environment.
Bachelor’s degree in Information Technology, Computer Science, or a related discipline, or equivalent professional experience and technical certifications.
Strong understanding of structured and systematic troubleshooting methodologies.
Experience supporting
hybrid and cloud-based environments
.
Hands-on experience with
Microsoft 365, Exchange, Microsoft Intune, and Microsoft Entra ID (Azure AD)
.
Working knowledge of remote-access technologies, including
VPN, virtual machines, Azure Virtual Desktop (AVD), and Remote Desktop
.
Familiarity with
Active Directory and Group Policy
.
Working knowledge of networking fundamentals, including TCP/IP, DNS, DHCP, and basic connectivity troubleshooting.
Experience supporting users within the
Hedge Fund, Alternative Investment, or Financial Services industry
is strongly preferred.
Preferred Qualifications
Minimum of four years of desktop, deskside, or end-user technical support experience.
Demonstrated ability to provide professional, high-touch support to executives, VIPs, and demanding client environments.
Strong commitment to customer service, issue ownership, follow-through, and timely resolution.
Excellent verbal and written communication skills with the ability to communicate professionally and courteously with clients.
Strong attention to detail with the ability to manage multiple priorities simultaneously.
Ability to work effectively both independently and as part of a collaborative support team.
Comfortable working in a fast-paced, dynamic environment where priorities may shift throughout the day.
Strong judgment and professionalism when handling sensitive client information and high-impact technical issues.
To support a fair, consistent, and high-quality hiring experience, some interviews may be recorded. These recordings help our team focus fully on the conversation at hand, rather than note-taking, and allow us to better evaluate and improve our recruitment process. Recordings are used solely for internal purposes such as training, quality assurance, and process improvement. Candidates will be informed in advance and asked to provide consent before any recording takes place.
Tier 2
Benefits and Perks:
At Align, we believe that supporting our employees both personally and professionally is key to our success. We offer a competitive benefits package designed to promote health, wellness, financial security, and work-life balance, including:
Comprehensive Medical, Dental, and Vision coverage
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
401(k) plan with a dollar-for-dollar company match at 3% up to an annual maximum of $5k.
Complimentary ClassPass membership to support your health and wellness goals
Generous Paid Time Off (PTO)
Company-paid holidays
Cellphone Reimbursement Program
Floating Holiday to celebrate a day that is meaningful to you
Pre-tax commuter benefits, where applicable
Employee wellness programs, events, and team-building activities
Employee referral program
Align is a premier global provider of technology infrastructure solutions.
Align specializes in designing and deploying technology infrastructure solutions from the data center to the desktop as well as providing managed IT services for clients.
Our professional services team, which includes
Data Center Solutions
, provide strategic consulting, design, project management, engineering, implementation and support. Our best-in-class
Managed Services
team provides IT services and cybersecurity advisory for clients within the Alternative Investment industry. Align is a Microsoft Tier 1 Cloud Solutions Provider (CSP) and Gold Partner.
Our client centric approach and passion for driving IT innovation has enabled us to provide tailored solutions and business transformations for over three decades. Leading firms have relied on Align to provide forward-thinking technology strategies that support their current and future business needs.
Our teams have flawless track records of delivering technical solutions and have established long-standing relationships with an impressive client list of both Global 1000 and SMB clients. We work across a diverse list of industries including financial services, life sciences (pharmaceutical and health care), retail, technology, media and telecommunications.
For more information, visit:
www.align.com
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.
Location: Espoo; Valencia; Warsaw
Workplace: Hybrid
ICEYE ENGINEERING INTERN LAB 2027
Get paid to build the future of space.
Join ICEYE, the company operating the world’s largest Synthetic Aperture Radar (SAR) satellite constellation, for a fully paid, onsite internship where AI meets real-world engineering. The ICEYE Engineering Internship Program (“The ICEYE Intern Lab”) is designed for talented students in computer science, engineering, hardware, data science, and AI who want to apply their skills to meaningful challenges in earth observation, sensor technology, and intelligent systems.
With a flexible term of 3–6 months, interns work onsite at ICEYE’s engineering offices (Finland, Spain or Poland), collaborating directly with hardware, software, and operations teams on mission-driven projects. We seek Master’s and Bachelor’s students with strong AI tool fluency, curiosity, and a hands-on builder mindset.
You’ll be embedded in one of ICEYE’s engineering teams as a contributing team member for the duration of the program, contributing to real satellite and analytics projects (not simulations) that advance ICEYE’s mission to make the world safer and more resilient through persistent monitoring.
This second cohort officially launches in May 2027, with opportunities for early placement available.
Application Deadline: December 21, 2026
Decision Timeline: Offers to be made on a rolling basis with final decisions made by February 15, 2027
Cohort start date: May 2027
Qualifications:
Education
- Currently enrolled as a Bachelor's student (3rd year or later) or Master's student in Computer Science, Computer Engineering, Artificial Intelligence, Data Science, Electrical Engineering, Mechanical Engineering, Aerospace, or a closely related field.
- Recent university graduates are also eligible.
- Must be eligible to work onsite in Finland, Spain or Poland (EU/EEA citizen, or able to secure an appropriate visa with the support of ICEYE).
Technical Skills
Our teams and projects span many different disciplines, but they are all highly technical and hands-on. Here is an example of technical skills needed in certain areas:
- For software engineering roles: strong programming proficiency in Python, Go, Rust, and/or C++
- For data science roles: computer vision, LLM, and/or classical machine learning experience. Python as a key programming language; data processing, analysis, or visualization tools (e.g., NumPy, Pandas, Matplotlib)
- All: Deep experience using AI coding assistants (e.g., Claude Code, Devin, Cursor, etc.) to enhance productivity, especially learning how to use agentic workflows.
- All: Understanding of software development practices: version control (Git), testing, debugging, and documentation.
AI Mindset
- AI development tool literacy (e.g. AI IDE or coding agents)
- Demonstrated curiosity about how AI can accelerate real-world engineering.
- Comfortable experimenting with AI-first workflows and prompt-based problem solving.
- Willingness to learn new tools quickly and apply them to open-ended technical challenges
You …
- have strong communication skills and ability to work in multidisciplinary teams (hardware, software, operations).
- are not afraid to ask a lot of questions.
- are proactive, resourceful, and a hands-on problem solver.
- are able to manage time effectively in a fast-paced, high-impact environment.
- are comfortable giving and receiving feedback, and presenting work during weekly reviews and demo days.
ICEYE Gives …
- Salary 1 000 - 3 300€ /month based on location and years of study
- Flights/transportation to your ICEYE office location
- Housing
- Work visa (if needed)
Recruitment process
1. Application: Submit your CV and answer a few short questions instead of a cover letter (about 30 minutes).
2. Peer Interview (30 min): A conversation with a former ICEYE intern about how you work, learn and collaborate.
3. Team matching: We match you with the engineering team that best fits your skills and interests.
4. Technical Interview with your future team (60 min): A short problem-solving exercise and a conversation with the team lead. We care more about how you approach the problem than about getting a perfect answer.
5. Decisions and offer
Location: Tel Aviv-Yafo, Tel Aviv District, Israel
About Aidoc
Aidoc is the market leader in healthcare AI and has developed the world's largest clinical frontier model, supporting nearly 50 million patients each year.
Aidoc is deployed in more than 2,000 medical centers worldwide. Since our founding in 2016, Aidoc has raised over $500 million and achieved a record number of FDA-cleared solutions.
Medical diagnosis is hitting a breaking point, where the number of physicians hasn't kept up with the rapidly growing patient load. This leads to misdiagnosis and treatment delays that result in hundreds of thousands of deaths every year. Aidoc assists clinicians by precisely highlighting diseases directly on medical images, preventing misdiagnosis and ensuring that urgent patients receive the immediate attention they need.
About this role
Aidoc’s Enterprise Decision Intelligence (EDI) team is the company’s in-house strategy and analytics
function. We help leadership make better, faster decisions in two ways: deep-dive analyses of the
company’s biggest strategic questions (entering a new market, pricing, the ROI of a major initiative), and
the company-wide KPIs and “single source of truth” that everyone relies on. Our work is used by the C-
suite and the Board.
We’re looking for an Information Delivery & Visualization Engineer, a BI-minded builder, to be the face of
our data. Today, much of our reporting lives in manually built slide decks; you’ll lead the shift to something
live, polished, and trusted across the company.
This is a role with real ownership and visibility. You’ll set the standard for how data is presented at Aidoc,
work directly with senior stakeholders, and learn from a small, senior team of data engineering, data
science, and BI experts. The scope is intentionally broad, so you’ll grow across the data stack. As the
function evolves, there are several paths forward, and we’ll shape the direction with you.
Responsibilities
Dashboards & self-service analytics: Design, build, and maintain interactive dashboards (
Databricks) that make KPIs and deep-dive findings available to executives and teams across the
company. This is bespoke work, not template charts: custom visuals, tailored layouts, and purpose-
built interactive views (drill-downs, scenario toggles, and the like) designed around each audience’s
decisions.
From slide decks to live insights: Upgrade and replace recurring manual KPI decks for the C-
suite and Board with automated, always-up-to-date dashboards.
Enablement: Train and support stakeholders in Sales, Marketing, Finance, People, Clinical, and
R&D to answer their own questions, and track adoption to keep improving.
Own the foundations
KPI dictionary: Lead the creation and upkeep of the company’s KPI dictionary / data catalog :
clear definitions, owners, and calculation logic, adopted across teams.
Data quality: Own improving our data integrity as Aidoc scales, holding our numbers to an
enterprise-grade level of rigor, so people can trust the numbers.
New KPIs: From time to time, work with stakeholders to define new KPIs, together with our data
engineer and data scientist.
Requirements
Over 5 years of experience in BI development, data visualization, analytics engineering, or a similar
role.
Hands-on experience building dashboards in a modern BI tool (Databricks, Tableau, Power BI,
Looker, or similar), including custom-built work that goes beyond default templates and standard
chart types.
A strong eye for design: you turn complex data into clear visuals that executives can read in
seconds.
Business understanding: the drive to ask why a KPI matters, not just how to chart it.
Clear communicator with both technical and executive audiences; full professional English.
Great collaboration skills: you build trust and partner easily with many teams across Aidoc (Sales,
Marketing, Finance, People, Clinical, R&D, and more), and you gather requirements, align on
definitions, and handle competing priorities with patience and good judgment.
Ownership mindset: a self-starter who is comfortable with ambiguity and building from scratch,
under guidance.
Versatile and curious: you enjoy variety (building, documenting, cleaning data, working with
stakeholders) and take pride in the behind-the-scenes work that makes data trustworthy.
Nice to have:
Databricks experience.
Strong SQL, and a solid understanding of data modeling and data warehousing.
Working proficiency in Python for data manipulation.
Experience with ETL pipelines and a cloud data platform (AWS, Azure, or GCP).
Experience with SaaS or healthcare metrics (e.g., ARR, ACV, clinical KPIs).
Front-end or UX/UI design experience (e.g., custom visualization libraries such as D3, Plotly, or
similar).
Basic statistics for KPI and metric development.
Working at Aidoc
Our Perks:
Be part of something big - using cutting-edge technologies to transform the Healthcare industry (while saving patients’ lives)
We work in a hybrid model, with our new offices located at 34 HaMasger Street in Tel Aviv and parking for employees.
Amazing and healthy breakfasts and lunches prepared daily by our personal chef!
Stocked up kitchen & meal card
Wellness: Aidoc employees-only gym, plus Pilates, Yoga, and functional workouts classes.
Amazing culture - collaborative, transparent & fun!
Attractive compensation package & benefits
Aidoc is deeply committed to creating an inclusive workplace, and to the principle of equal opportunity for all individuals. We prohibit discrimination and harassment based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by law.
Location: New York Office
Workplace: Hybrid
About Taktile
Taktile enables financial institutions to transform into AI-native organizations that are increasingly powered by autonomous agents. With our modular Agentic Decision Platform, customers combine AI agents, rules, relevant context, and human oversight to safely automate and optimize their decisions—approving more customers, reimbursing claims instantly, stopping fraud before it spreads, and financing every business worth funding. Founded in 2020, Taktile powers millions of decisions daily for institutions including Mercury, Monzo, Faire, and Pleo. With offices in New York, Berlin, London, São Paulo, and Iași, the company has raised $184M from Growth Equity at Goldman Sachs Alternatives, Index Ventures, Tiger Global, Balderton Capital, and Y Combinator.
About the Role
As a Senior Business Development Representative at Taktile, you'll drive AI adoption in Financial Services by engaging future customers in their very first interactions with us and identifying new market opportunities. It’s a pivotal role that enables our sales team to focus on high-value, revenue-generating activities and is powered by leveraging your creativity, charm, grit, and strategic thinking.
You will:
- Own pipeline-generating activities in your territory and outreach to strategic prospects to generate high-intent opportunities with Mid-Market and Enterprise companies
- Support the development and execution of strategic outbound initiatives
- Lead our attendance at major conferences and host dinners to meet industry leaders across the world
- Collaborate with the marketing, growth, and sales teams, and bring in leads applying qualification frameworks such as PACTT.
- Be supported by an ever-developing AI toolstack to automate the busywork and focus on using your brain
- Conduct initial qualifications for high-potential leads
Joining us will be a great decision if you:
- You are creative and proactive, always looking for ways to stand out with prospects and to improve the way we do things
- You are customer-focused and convincing in live conversations (phone, video, face-to-face)
- You are a problem solver and find joy in handling complexity
- You are resilient. It can be a tough role, with lots of rejection, but the wins make it worth it!
You will make our decision easy if you have:
- 2-3+ years of experience in a fast-growing startup, preferably in lead management and project management roles or 2-3+ years of experience in a field like finance & investment banking, consulting or software engineering
- Proven ability to meet or exceed activity and pipeline targets.
- Familiarity with outbound tools such as HubSpot, Aircall, lemlist or LinkedIn Sales Navigator.
- Strong communication, organization, and time management skills.
- Ability to work in a fast-paced, dynamic environment
- A growth mindset, genuine curiosity about AI and financial services, as well as a willingness to learn.
Our Offer
- Receive a top-of-market equity and cash compensation package
- Get access to a self-development budget that you can use to e.g. attend conferences, buy books or take classes
- Join us onsite in our inspiring office spaces in Berlin, NY, or London and travel to quarterly team meetings around the world
- Make an impact and meaningfully shape an early-stage company by creating new opportunities
- Experience a truly flat hierarchy. Interact with and learn directly from founding team members. Having an opinion and voicing your ideas is not only welcome but encouraged, especially when they challenge the status quo
- Get to know and learn from experienced mentors such as the founders of Looker, GitHub, Mulesoft, Datadog, and UiPath
- Use the equipment of your choice including meaningful home office set-up.
- Benefit from an onboarding and training path supported by best-in-class coaches to become a true expert in your field
Our Stance
- Work with colleagues who lift you, challenge you, celebrate you, and help you grow. We come from many different backgrounds, but what we have in common is the desire to operate at the very top of our fields. If you are similarly capable, caring, and driven, you'll find yourself at home here.
- We're eager to meet talented and driven candidates regardless of whether they tick all the boxes. We're looking for someone who will add to our culture, not just fit within it. We strongly encourage individuals from groups traditionally underestimated and underrepresented in tech to apply.
- We seek to actively recognize and combat racism, sexism, ableism, and ageism. We embrace and support all gender identities and expressions and celebrate love in its many forms. We won't inquire about how you identify, or if you've experienced discrimination, but if you want to tell your story, we are all ears.
About Your Employment. Taktile operates through regional entities worldwide. Depending on the location of this role, your employment or engagement will be with Taktile LLC (US), Taktile GmbH (Germany), Taktile Ltd (UK), or Taktile SRL (Romania). The applicable entity will be confirmed during the offer process.
Your Privacy. Taktile (“we” or “us”) is the controller of the personal data you provide during this application process. We collect and process your name, contact details, resume/CV, work history, education, and any other information you submit or that we obtain from publicly available sources or references.
How we use your data: We process your personal data to evaluate your candidacy, communicate with you about the recruitment process, comply with legal obligations (such as right-to-work verification), and, with your consent, to consider you for future opportunities.
Legal basis (EU/UK applicants): We rely on (i) pre-contractual steps at your request (GDPR/UK GDPR Art. 6(1)(b)), (ii) legal obligations (Art. 6(1)(c)), and (iii) our legitimate interest in evaluating candidates (Art. 6(1)(f)).
Retention: If your application is unsuccessful, we retain your data for 12 months after the recruitment process concludes, unless you consent to longer retention. Successful candidates’ data becomes part of their employment records.
Your rights: Depending on your location, you may have the right to access, correct, delete, or restrict the processing of your personal data, to data portability, and to withdraw consent. California residents have additional rights under the CCPA, including the right to know, delete, and correct personal information.
Automated decision-making: We use automated tools to assist in screening applications. No hiring decision is made solely by automated means without human review.
International transfers: Your data may be transferred to and processed in the United States, Germany, the United Kingdom, or Romania. Where required, transfers are protected by Standard Contractual Clauses or other approved mechanisms.
By submitting your application, you acknowledge that you have read and understood Taktile’s Applicant Privacy Policy https://taktile.com/applicant-privacy-policy. To exercise your rights or ask questions, contact privacy@taktile.com
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
San Francisco, CA
Denver, CO
Seattle, WA
Role Summary
We are looking for a Financial Analyst to join our R&D Finance team and help explain what it costs to build, deliver and scale Cloudflare’s products. You will partner with Product, Engineering, Infrastructure Finance and Pricing to turn technical resource usage and infrastructure investment into clear product unit economics and actionable financial insights.
This is a hands-on individual contributor role for someone who enjoys moving between financial models, operational data and cross-functional problem solving. You will help improve the data and processes behind our analysis, using automation and AI thoughtfully to make recurring work more reliable and scalable. As the work evolves, there is an opportunity to deepen your ownership of Developer and self-serve product economics.
Role Responsibilities
Build and maintain product cost models
that translate compute, storage, bandwidth and AI / inference resource consumption into unit cost-to-serve, with transparent assumptions and documented methodologies.
Partner with Product and Engineering
to evaluate new product introductions, architecture changes and shifts in resource usage; quantify cost and margin implications across connected workloads.
Develop and validate shared-cost allocation analyses
with Infrastructure Finance and finance data partners, using relevant consumption and capacity drivers. Distinguish direct costs, shared costs and unused capacity, and reconcile product views to underlying financial totals.
Support Pricing with reliable cost inputs and scenario analysis
for commercial decisions and quoting workflows. Translate changes in hardware generations, bandwidth rates and product architecture into updated assumptions.
Connect capital investment to product economics
by analyzing server costs, deployment timing, useful-life and depreciation assumptions, utilization and capacity across edge, core and accelerated-computing infrastructure, in partnership with Infrastructure Finance and Accounting.
Contribute to capital and capacity planning
through demand-versus-capacity scenarios, investment trade-offs and forecast updates. Explain how deployment timing and workload mix affect near-term costs and longer-term unit economics.
Produce decision-ready reporting
on product costs, unit economics and relevant margin drivers. Explain actual-versus-plan changes and separate volume, mix, rate, utilization and allocation effects.
Improve finance data and repeatable workflows
with finance programs, data and engineering partners. Help validate operational inputs, establish reconciliation checks, and automate recurring analyses to support more frequent forecasting and a faster, more reliable close.
Translate analysis into recommendations
that technical and non-technical partners can act on, balancing detail, financial judgment and the needs of a growing product portfolio.
Role Requirements
Must-Have Skills
5+ Years experience in FP&A, strategic finance, cost analysis, business analytics or a related analytical field, with evidence of building financial models and translating data into business recommendations.
Advanced Excel or Google Sheets skills, including the ability to build flexible, driver-based models and test assumptions through sensitivity and scenario analysis.
Ability to work with large or imperfect datasets, investigate discrepancies, reconcile financial and operational views, and document assumptions and controls.
Understanding of financial statements, cost drivers, gross margin and unit economics, with familiarity with capital expenditures and depreciation.
Ability to learn technical business models and connect resource usage, infrastructure capacity and product architecture to financial outcomes.
Strong cross-functional collaboration and clear written and verbal communication; comfortable asking questions, challenging assumptions constructively and explaining analysis to different audiences.
Evidence of ongoing AI skill development, including prompt and context engineering; ability to evaluate emerging tools and apply them to practical finance problems.
Bachelor’s degree in Finance, Accounting, Economics, a related quantitative field, or equivalent practical experience.
Nice-to-Have Skills
Experience with cloud infrastructure, developer platforms, usage-based businesses, product costing or shared-cost allocations.
Hands-on SQL skills and experience with business intelligence tools; Python or another analytical scripting language for repeatable analysis.
Familiarity with infrastructure and/or data-center operations and the financial drivers of capacity expansion, such as hardware, power, cooling and deployment lead times; exposure to construction or build-out economics is a plus.
Exposure to server or network capital planning, hardware lifecycle economics, utilization analysis or fixed-asset reporting.
Demonstrated ability to integrate AI tools into finance or analytical workflows—such as data preparation, reconciliation, cost-model updates or variance analysis—with measurable improvements in cycle time, accuracy or review quality.
Experience applying responsible AI practices to financial analysis, including assessing data-privacy and decision risks, checking for bias or misleading assumptions, validating outputs against source data, and maintaining human review and an auditable record.
Experience improving financial systems, allocation processes, data pipelines or forecasting workflows in a matrixed organization.
Familiarity with planning and enterprise systems such as Anaplan, Oracle or Workday.
Application Deadline: January 19, 2027
Compensation
Compensation may be adjusted depending on work location.
For San Francisco Bay Area based hires: Estimated annual salary of $126,000 - $174,000.
For Seattle, WA based hires: Estimated annual salary of $121,000 - $166,000.
For Colorado based hires: Estimated annual salary of $110,000 - $151,000.
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: London, United Kingdom
Workplace: hybrid
About InvestEngine
We’re a UK investment platform built for long-term, calm and sensible investing.
We think too many investment platforms either overwhelm people with risky investments, encourage them to trade, or charge complicated and high fees.
We don’t do any of those things. We’re all about good practice investing – keeping fees low or zero, offering a curated range of ETFs, and making it easy to invest regularly over the long run.
With over £3.5 billion invested, 150,000 customers, an award-winning service and a passionate team, we’re just getting started.
About the role
We’re looking for a Content Marketing Executive/Marketing Campaign Manager/Growth Marketing Executive to turn our products, features and customer benefits into clear, compelling content – and get that content made, approved and live.
This is a hands-on delivery role for someone who takes pride in turning ideas into well-executed content & campaigns: writing copy, building pages, adapting assets, coordinating contributors, publishing content and checking the details. You’ll help people understand what InvestEngine offers, how it works and why it could be relevant to them, supporting acquisition, activation and ongoing engagement.
You’ll get to know our products in depth – from ISAs and pensions to business accounts and managed investing – and stay close to what’s coming next. You’ll use that knowledge to explain the benefits clearly, answer customer questions and help people take the next step with confidence. You’ll work closely with product colleagues to understand new features and changes, then help translate agreed positioning into practical content across the customer journey.
Your work could cover product landing pages or comparison tables, launch campaigns or work with influencers. You’ll tailor the angle, format and call to action to the audience and channel rather than simply copying the same message everywhere.
Working with content, CRM, acquisition, design, product and compliance colleagues, you’ll take ownership of agreed deliverables from brief through approval, publication and reporting. You’ll bring ideas and flag opportunities, with support from senior colleagues on strategy, positioning and prioritisation.
What you’ll be doing
Creating clear, customer-focused product and growth content and campaigns across web, influencers, email, social, paid advertising, video and in-app channels.
Supporting senior colleagues in shaping product messaging frameworks and turning agreed messaging into useful, reusable copy.
Supporting product and feature launches with coordinated, channel-ready content tailored to different audiences and customer journeys.
Writing, updating and publishing product pages and landing pages in the CMS.
Keeping priority evergreen content useful and current, using SEO and GEO to build visibility and authority for our products across search engines and AI-powered answers.
Briefing designers, video producers and other contributors, with clear requirements, deadlines and feedback.
Managing content from brief to publication, coordinating reviews and approvals, keeping stakeholders informed and checking live assets.
Working with product, investment specialists and compliance to keep content accurate, current and appropriately approved.
Reviewing results with channel owners and using the findings to improve messaging, formats and calls to action.
What we’re looking for
Relevant experience producing and delivering marketing content, with examples of work you personally took from brief to publication.
Strong writing and editing skills: you make a product easy to understand and give the audience a clear next step.
A practical interest in products and customer journeys – you ask how something works, who it is for and what might stop someone using it.
The ability to translate features into benefits without exaggerating, losing important detail or making unsupported claims.
Experience adapting content across different channels and formats, with a good feel for brand messaging and tone of voice.
Strong organisation and attention to detail: you manage deadlines, feedback and approvals, and check the finished work.
A proactive, collaborative approach – you move agreed work forward, flag blockers early and respond constructively to feedback.
A passion for understanding content measurement and the confidence to use results to improve your work.
Curiosity about investing and a willingness to learn our products, financial promotions requirements and approval processes.
Nice to have
Experience in fintech, financial services or another regulated environment.
Experience supporting product launches or producing product-led content.
Practical experience with a CMS, email tools, social scheduling platforms or analytics.
Experience working with designers, video producers, CRM or performance marketing teams.
Familiarity with SEO, GEO, conversion-focused copy or customer onboarding content.
Our Hiring Process
Introductory call with our Talent team
Gamified cognitive assessment to understand how you think and problem-solve
Competency interview focused on your experience in operational risk and controls (may include a short task or case study)
Senior leadership interview to explore alignment with our culture, values, and strategic direction
Location: Remote - European Region
Workplace: hybrid
Coinspaid Dev is the engineering brand behind the technology, infrastructure, and R&D expertise built within Coinspaid. With more than 120 engineersand over 11 years of industry experience, Coinspaid Dev brings together software engineering, infrastructure, security and R&D teams with experience building distributed systems and blockchain infrastructure operating across more than 20 blockchain networks.
Coinspaid Dev emerges as an independent engineering brand with a straightforward mission: to advance blockchain infrastructure engineering and contribute practical expertise back to the industry. The structure is new. The experience behind it is not.
Responsibilities:
Write robust, scalable, and reusable Golang code according to requirements
Cover code with unit tests.
Work together with QA engineers to ensure high, consistent code quality
Perform code reviews, help teammates with solving technical problems
Troubleshoot issues where needed
Participate in requirements and implementation discussions
Ensure stable operation of the product through monitoring, alerts and metrics
Develop applications to work in an isolated infrastructure, complying with security standards
Work only with the backend, solve complex business problems related to fintech
Communicate clearly with the team about technical directions and product goals
Promote knowledge sharing across the team
Requirements:
3+ years of experience with Golang as a primary working language and 5+ of overall development experience
Experience with queues Kafka/NSQ/NATS/Rabbit
Comfortable working with Docker, Kubernetes, good understanding of CI/CD (we use ArgoCD and Gitlab)
Experience with MySQL or similar DBs
Experience with event sourcing architecture pattern
Experience with software engineering best practices (e.g. unit testing, code reviews, design documentation)
Experience with ScrumUnderstanding of software observability tools - Prometheus, Grafana, ELK, Opsgenie
Skilled in assessing technical skills and knowledge via code reviews, peer evaluations
Good level of spoken and written English and Russian
Nice to have:
Experience in training and onboarding engineers
Experience mentoring junior and mid-level developers, offering coaching, feedback, and support for their career growth.
Understanding crypto industry
Take part in interviews
Why join CryptoProcessing by Coinspaid
You’ll be joining a company that is actively shaping its space – with enough scale to matter and enough room to make an impact.
At Coinspaid, people are expected to think, contribute, and take ownership – and are supported in doing so.
We focus on flexibility, wellbeing, and long-term growth – without overcomplicating how benefits work.
Flexible Benefits
Benefit Bar – up to €230/monthA flexible monthly budget you can use for what matters most to you – from sports and mental health to coworking, home office, or medical-related expenses.
Work & Flexibility
Fully remote work from almost anywhere
Optional offices and relocation support
Flexible, async-friendly environment
Growth & Learning
Budget for courses, certifications, and professional development
Language learning support
Cross-team learning and knowledge sharing
Wellbeing & Support
Medical insurance or reimbursement depending on location
Access to mental health support
Financial support for important life events
Extras
Merch shop with rewards system
Team offsites and company events
Sounds good? Well then, we can’t wait to see your resume!
To learn more please visit: https://coinspaid.com/about-us/ & https://coinspaid.com/careers/
Location: Paris; Madrid; Warsaw; Tallinn; Karkiv; Malta; Helsinki; Stockholm; Istanbul; Lisboa; Berlin; Tbilisi; Milan; Krakow; Bucharest; London; Barcelona
Workplace: Remote
ABOUT VOODOO
Voodoo is a consumer tech company founded in Paris in 2013, with one mission: entertain the world. Today we are 1,000 people, generating $1b+ in annual revenue, profitably. Our games and apps have passed 7 billion downloads and reach 200 million+ active users every month, making Voodoo the #3 mobile publisher worldwide in downloads, after Google and Meta. We were backed by Goldman Sachs, Tencent and GBL along the way.
TEAM
Our Gaming team is made up of hybrid-casual, casual, and mid-core experts. Our 'Core' games team supports internal and external studios worldwide in creating, developing, and launching new hit games, whilst our 'Live' games team focuses on delivering higher engagement on our existing and successful games.
Joining our Live games team means collaborating with gaming industry experts on globally renowned, enduring games while embracing exciting new entrepreneurial ventures. With over seven billion downloads worldwide and a portfolio of more than 10 resilient hybrid games generating more than $20m per year, we are the world's largest and most successful hybrid publisher.
You will be joining one of our Live Studios, working on Paper.io2 https://play.google.com/store/apps/details?id=io.voodoo.paper2&hl=en.
ROLE
Paper Party is the multiplayer mode of Paper.io 2. We are looking for a dedicated Game Designer to improve the modes we already have and create new ones from scratch.
All modes will keep the Paper universe, camera and controls. Beyond that, there is a lot of creative freedom. You will explore new rules, objectives, win conditions, pacing and team setups to create a broad range of fun and replayable multiplayer experiences.
You will:
- Design and prototype new gameplay modes
- Improve existing Paper Party modes
- Define simple, readable rules for one-finger controls
- Iterate quickly through testing, feedback and playtests
- Balance accessibility, competition, pacing and replayability
- Identify weak ideas early and confidently cut or reshape them
- Work closely with the Paper.io 2 team to turn concepts into playable experiences
- Document your designs clearly
- Fine-tune modes directly in Unity whenever possible
This is a hands-on role for someone who enjoys moving quickly from an idea to a playable prototype, testing it and improving it.
PROFILE
- 5+ years of experience in mobile F2P games, designing new games, gameplay modes or prototypes from scratch
- Experience shipping player-facing content, ideally in mobile games
- A strong understanding of multiplayer and competitive gameplay
- A good sense of pacing, clarity and player motivation
- A pragmatic and iterative approach: prototype, test, cut and retry
- The ability to work independently and take full ownership
- Strong English communication and collaboration skills
- AI-first mindset: Comfortable using AI daily and building custom agents or reusable automations to speed up your work
NICE TO HAVE
- Strong Unity experience
- Ability to prototype directly in the engine
- Experience with mobile controls, multiplayer or party games
- Experience working on live games or live content
Location: Manchester, United Kingdom
Our Global Structure
Deliveroo is now part of DoorDash, bringing together teams with even greater reach, scale, and ambition. Depending on your role, you may collaborate with teammates, systems, and leaders across DoorDash and Wolt. Together, we’re unlocking new possibilities as one global team.
Sales Development Representative - Mandarin Speaker (UK Market)
Are you looking for your next growth opportunity where you can develop your skills in a fast paced role as part of a dynamic team.
We are looking for Sales Development Representatives to join our well-established outbound sales team in Manchester City Centre. We are open to backgrounds, no previous sales experience is required, just a willingness to learn, with the customer's best interest at heart and the want to succeed in sales.
This will be an office-based position during your probation, following this, you will have the autonomy of hybrid working. You will work as part of the SMB (Small Medium Business) team to promote and sell B2B (Business to Business) products and create new business for the Deliveroo platform and you will report to your Sales Team Leader.
The base salary is £27,700, plus monthly commission for achieving targets.
Start Date - 17th November 2026.
What your role will include?
Acquire new business by phone and email
Pipeline management
Build daily plans
Work towards monthly targets
Collaborate with our Regional Sales Teams
Requirements
Fluency in both English and Mandarin
required
. The role will be for the UK market but supporting our Mandarin speaking partners.
Commitment to succeed in a sales environment with a high earning potential
One year of commercial experience
A phone-based background
The confidence to make regular cold calls
IT literate (including a range of Microsoft software)
Ability to work individually and as part of a team
An eagerness to develop professionally - at Deliveroo we want you to succeed and offers professional development
Passionate about our customers and being the definitive food partner of choice
Employee Perks
Access to Deliveroo Plus (offering unlimited free delivery)
Discounted Gym membership
Buzz Days & Incentives
Tonnes of free food
Quarterly sales off-sites and training days
Interview Process
Step 1: Apply
– Apply for any role you’d like to be considered for. We’re looking forward to hearing from you!
Step 2: Recruiter Screen
– You’ll have a 15-30 minute conversation with someone from Deliveroo to talk through your experience in more detail, learn more about the role, and get guidance on how to prepare for the next stages.
Step 3: Interview & Case Study
– You’ll be invited to interview with one of our Managers, which may include a case study where you’ll present your findings (online or onsite).
Step 4: Outcome
– We’ll get back to you after your interview to let you know the result!
Life at Deliveroo
The culture at Deliveroo is crucial to the success of the business, Manchester is home to Deliveroo's UK SMB Team and hosts the only SMB SDR team in the UK! The office is an open plan and modern workspace, making it a great environment to learn and enjoy working. You will be surrounded by a friendly, supportive, and rigorous work culture and are exposed to the decision-making process with management and like-minded individuals. Trust is the ultimate foundation of Deliveroo. Employees are trusted with accountability and are given opportunities to share ideas and collaborate. Individual freedom is an important success factor at Deliveroo, providing a safe space for creativity and new ideas. We promote this positive culture with a focus on health and well-being of employees where everyone can be their authentic self.
Benefits and Diversity
At Deliveroo we know that people are the heart of the business and we prioritise their welfare. We offer a range of great benefits in areas including health, family, finance, community, convenience, growth, time away and relocation.
We believe a great workplace is one that represents the world we live in and how beautifully diverse it can be. That means we have no judgement when it comes to any one of the things that make you who you are - your gender, race, sexuality, religion or a secret aversion to coriander. All you need is a passion for (most) food and a desire to be part of one of the fastest growing startups in an exciting space.
Diversity, Equity and Inclusion
At Deliveroo, we know that a great workplace reflects the world around us and that true diversity and inclusion make us stronger, more creative, and better at what we do. We’re committed to fostering an environment where everyone can do their best work and feel they belong.
We believe in equality of opportunity and welcome candidates from all backgrounds regardless of age, gender, ethnicity, disability, sexual orientation, gender identity, socio-economic background, religion, or belief.
If you have a disability or long-term health condition and need support to apply for one of our roles, or require any reasonable adjustments during the recruitment process, you’ll have the opportunity to let us know once you’ve submitted your application. We’ll share details on how to request support so we can ensure you have a fair and equitable experience.
If you’re excited about making a real impact in a fast-moving marketplace and growing your career alongside ambitious, supportive teams, we’d love to hear from you!
Beware of recruitment scams: DASH Brands will never ask you to pay money or share sensitive financial information during hiring — learn more about DASH Brands' legitimate recruiting process at
careersatdoordash.com/recruitment-scam-awareness
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Manchester, United Kingdom; We offer a range of great benefits in areas including health, family, finance, community, convenience, growth, time away and relocation; We believe in equality of opportunity and welcome candidates from all backgrounds regardless of age, gender, ethnicity, disability, sexual orientation, gender identity, socio-economic background, religion, or belief