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Location: United States Company introduction: Compass Pathways plc (Nasdaq: CMPS) is a biotechnology company dedicated to unlocking urgently needed new treatment options in mental health care. The Company is headquartered in London, UK, with a U.S. office in New Jersey. We believe mental health patients deserve the possibility of a better future. Our initial focus is developing COMP360 psilocybin, a proprietary, investigational, synthetic psilocybin treatment under evaluation for treatment-resistant depression (TRD) and post-traumatic stress disorder (PTSD). COMP360 is a potentially first-in-class treatment and has Breakthrough Therapy designation from the U.S. Food and Drug Administration (FDA), as well as Innovative Licensing and Access Pathway (ILAP) designation in the UK for TRD. We are leading the world’s largest classic psychedelic clinical program in TRD, and building upon that robust foundation, we are executing a late-stage trial evaluating COMP360 for PTSD, another condition with high unmet need. Our goal is to advance treatments that move the field of psychiatry towards treatment options that offer rapid onset and sustained durability with infrequent dosing. - Compass Pathways Job overview: The Medical Director, Medical Affairs will serve as a subject matter expert representing professional medical expertise within the Medical Affairs function, with an initial focus on treatment-resistant depression (TRD) and investigational psychedelic therapeutics. This individual will provide clinical perspective, medical judgment, and thought partnership to Medical Affairs leadership and functional teams. The Medical Director will contribute to the execution of Medical Affairs strategy through critical evaluation of clinical evidence, development of evidence-generation initiatives, and engagement with external medical experts. Working collaboratively with Medical Affairs and cross-functional partners, the Medical Director will help ensure that scientific initiatives are clinically relevant, evidence-based, and responsive to evolving needs in psychiatric care. The successful candidate will bring deep expertise in psychiatry, the ability to critically analyze emerging evidence, and established relationships within the medical and scientific community. This individual will be expected to proactively identify important clinical knowledge gaps, recommend approaches to addressing them, and take an active role in developing and advancing research initiatives that inform clinical practice. Location: Remote in the United States. Reports to: Executive Director, Medical Affairs. Roles and Responsibilities (include but are not limited to) : Therapeutic Area Expertise and Medical Guidance Serve as a medical subject matter expert in TRD, interventional psychiatry, and emerging psychiatric treatments Provide clinical insights and recommendations to inform Medical Affairs priorities and initiatives Critically evaluate clinical trial results, scientific literature, and evolving treatment guidelines to inform medical strategy and decision-making Partner with Scientific Communications, Medical Information, Medical Education, and Field Medical leadership to ensure clinical relevance and consistency across Medical Affairs activities Identify emerging developments and clinical practice considerations that may inform future Medical Affairs priorities Provide medical expertise to support future therapeutic indications and pipeline opportunities, as appropriate Evidence Generation and Research Lead the development of Medical Affairs research proposals and evidence-generation initiatives aligned with organizational scientific priorities Collaborate with Clinical Development, Clinical Sciences, Biostatistics, HEOR, and other stakeholders to develop rigorous research concepts, protocols, and analysis plans Provide medical oversight and direction for Medical Affairs-sponsored research, including real-world evidence studies, observational research, and other post-approval evidence-generation activities, as appropriate Support the evaluation of investigator-initiated research proposals and external research collaborations Contribute to the interpretation and dissemination of research findings through publications, congress presentations, and other appropriate channels External Scientific Engagement Lead or contribute to advisory boards, expert consultations, and other external engagements to identify unmet needs, evidence gaps, and evolving clinical practice considerations Represent Medical Affairs in scientific discussions at medical congresses, professional society meetings, and other appropriate forums Engage external experts to better understand emerging clinical evidence, treatment practices, and challenges associated with the implementation of novel psychiatric interventions Collaborate with Field Medical leadership to support scientific exchange priorities, therapeutic area education, and the interpretation of field medical insights Support external research collaborations that advance understanding of TRD and emerging treatment approaches Scientific Communications and Medical Review Provide medical expertise to support the development of publications, scientific presentations, medical education materials, and Medical Information resources Collaborate with Scientific Communications and Medical Information leadership to ensure materials accurately reflect the available evidence and address clinically meaningful questions Serve as a Medical Affairs representative on the Medical, Legal, and Regulatory (MLR) review committee, providing medical and scientific review of materials in accordance with established company procedures Evaluate scientific claims, clinical data presentations, and medical content for accuracy, balance, clinical relevance, and consistency with the available evidence Collaborate with Regulatory, Legal, Compliance, and other stakeholders to support appropriate scientific communication in accordance with applicable regulations, company policies, and review procedures Provide medical expertise to support responses to complex scientific inquiries and emerging questions from healthcare professionals Cross-Functional Collaboration Serve as a key medical partner to Clinical Development, Clinical Sciences, Regulatory, Safety, HEOR, and other functions on matters relevant to Medical Affairs Facilitate the exchange of clinical insights and perspectives between Medical Affairs and internal stakeholders Contribute to cross-functional discussions involving clinical evidence, treatment implementation, safety considerations, and future research opportunities Support alignment of Medical Affairs activities with broader clinical development and organizational priorities Collaborate with Medical Affairs functional leaders to identify needs, address emerging questions, and support effective execution of medical initiatives Candidate Profile: Required MD or DO degree from an accredited medical institution Clinical training and demonstrated expertise in psychiatry, with strong knowledge of treatment-resistant depression and contemporary psychiatric treatment approaches Experience in clinical research, academic medicine, pharmaceutical development, Medical Affairs, or a related scientific or clinical setting Demonstrated ability to critically evaluate clinical research, interpret complex data, and communicate findings to diverse medical and scientific audiences Experience contributing to clinical research, scientific publications, medical education, or other evidence-generation activities Strong understanding of clinical research methodology, evidence-based medicine, and principles of scientific communication Excellent interpersonal, communication, and collaboration skills, with the ability to engage effectively with senior medical and scientific stakeholders Demonstrated ability to manage multiple initiatives and work effectively across multidisciplinary teams Preferred Board certification in Psychiatry Experience in interventional psychiatry, including clinical or research experience with treatments such as esketamine, ketamine, transcranial magnetic stimulation, electroconvulsive therapy, or psychedelic therapeutics Prior experience in pharmaceutical or biotechnology Medical Affairs, Clinical Development, or a related industry function Experience developing research proposals, clinical protocols, real-world evidence studies, or investigator-initiated research programs Established relationships within psychiatry, particularly in TRD, interventional psychiatry, or emerging psychiatric therapeutics Experience leading scientific advisory boards, expert consensus initiatives, or other external scientific collaborations Familiarity with pharmaceutical medical review processes, MLR governance, and regulatory requirements governing scientific communications Experience supporting late-stage clinical development, product launch preparation, or early commercialization activities Key Competencies Clinical Expertise and Judgment: Strong understanding of psychiatric disorders and treatment approaches, with the ability to evaluate emerging evidence and provide sound medical recommendations Evidence Generation: Ability to identify meaningful research questions and develop feasible approaches to addressing them Cross-Functional Collaboration: Ability to influence decisions and advance initiatives across multidisciplinary teams without direct reporting authority Scientific Communication: Ability to clearly articulate complex clinical concepts and evidence to internal and external audiences External Engagement: Ability to establish credibility and build productive relationships with clinical experts and research collaborators Initiative and Adaptability: Proactive problem-solving and the ability to operate effectively in a growing organization Compensation Description (annually): Our compensation package for permanent hires includes base salary, discretionary bonus, and equity, alongside our comprehensive benefits offering. Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. 【Base salary per annum】: $270,000 — $320,000 USD Benefits: For an overview of our benefits package and compensation information, please visit  " Joins us - Our Benefits ". These include f lexibility & generous time off, parental & reproductive support, health & medical, mental health & wellbeing and Financial health. Equal opportunities: Reasonable accommodation We are committed to building a workplace where everyone’s wellbeing matters. If you need reasonable accommodation during the interview process to be at your best, please let our recruiting team know. UK applicants We are proud of our commitment to diversity and equality (pursuant to the Equality Act 2010). We do not discriminate based upon race, religion or belief, colour, nationality, ethnic or national origin, gender, pregnancy or maternity, marital or civil partner status, sexual orientation, gender reassignment, age or disability. US applicants Compass Pathways is proud to be an equal opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, and related medical conditions), ethnicity, age, disability, sexual orientation, gender identity, gender expression, military service, genetic information, familial or marital status, or any other status, category, or characteristic protected by applicable law. Sponsorship : Unfortunately, we cannot sponsor employment visas and can only accept applications if you have employment rights in the country to which you are applying. Data Privacy: All data is confidential and protected by all legal and data privacy requirements, please see our recruitment Privacy Notice to learn more about how we process personal data.

Location: New York, NY Flex is a growth-stage, NYC headquartered FinTech company that is building the payment layer for life's financial obligations, giving households one place to see, split, and pay their bills around how they live and get paid. By offering greater choice over how and when payments are made and allowing eligible on time payments to help build a positive credit history, Flex puts households back in control of their cash flow. That work brings together people with different perspectives who challenge the status quo and take ownership of solving difficult problems. For you, that means doing the best work of your career next to people who make you better, and together bringing ideas to life that make a real impact for the people we serve. About the Role We are seeking a detail-oriented and highly motivated accounting professional to join our growing finance team as Manager, Corporate Accounting . In this role, you will own key areas of the month-end close process, including debt and interest expense, fixed assets, leases, capitalized software, payroll accounting, and share-based compensation. You will partner closely with the Director, Corporate Accounting to build and maintain well-controlled, efficient accounting processes and contribute to a high-performing team that can scale with Flex's next phase of growth. The ideal candidate brings a strong technical accounting foundation, a proactive mindset, and the ability to thrive in a fast-paced, high-growth tech environment. This position will report to the Director, Corporate Accounting and will be located in our New York headquarters on a hybrid basis. What You'll Do Own the month-end close for core financial statement areas including debt and interest expense (ASC 470), fixed assets, leases (ASC 842), capitalized software (ASC 350-40), payroll, and share-based compensation (ASC 718), ensuring accuracy and timeliness across all areas Prepare and maintain balance sheet reconciliations, supporting schedules, and documentation in accordance with US GAAP Design and maintain a robust accruals process for operating expenses, ensuring completeness, accuracy, and appropriate supporting documentation across all relevant spend categories; partner with business owners to improve visibility and forecasting of accrued liabilities Identify and drive continuous improvements to close processes, including enhanced documentation, review workflows, and automation opportunities Develop and apply technical accounting conclusions in accordance with GAAP, and clearly communicate findings and outcomes to team members and cross-functional stakeholders Ensure strong internal controls across areas of ownership; support SOX readiness initiatives by designing, documenting, and operating effective controls within the financial close process Partner with cross-functional teams — including People, Legal, Treasury, and Strategic Finance — to ensure the accuracy and completeness of accounting for complex or judgmental areas Support the Director, Corporate Accounting and broader finance team in ERP implementation and financial systems initiatives, with a focus on record-to-report processes; contribute to the evolution of the company's chart of accounts and financial reporting structure to support scalability and improved decision-making Contribute to the development and enforcement of accounting policies, keeping current on relevant guidance and proactively assessing the impact of new standards Mentor and develop junior team members, fostering a culture of ownership, curiosity, and continuous improvement Roll up your sleeves and directly execute work as a preparer when needed, maintaining a hands-on approach as the team continues to scale Qualifications Bachelor's degree in Accounting, Finance, or related field Active CPA license in good standing 5+ years of relevant accounting experience, with demonstrated ownership of technical accounting areas; prior Big 4 experience is highly preferred Strong understanding and application of US GAAP, with practical experience in areas including leasing (ASC 842), debt (ASC 470), share-based compensation (ASC 718), and capitalized software (ASC 350-40) Prior experience in fintech, financial services, or a regulated industry is preferred, particularly within a high-growth environment Experience with ERP systems and financial close tooling; exposure to ERP implementation projects is a plus Solid knowledge of internal controls and SOX compliance; experience designing and operating controls within a financial close process is strongly preferred Must be comfortable navigating ambiguity and shifting priorities in a fast-paced, high-growth environment — nimble and able to pivot quickly Highly organized and detail-oriented, with strong analytical and problem-solving skills and the ability to work both independently and collaboratively AI-forward mindset with a genuine curiosity for how emerging tools and technologies — including AI assistants like Claude — can be leveraged to enhance and evolve accounting processes, reporting, and workflows; experience experimenting with or implementing AI-driven solutions in an accounting or finance context is a plus Excellent communication skills and a high degree of self-awareness, humility, and collaboration — proven ability to build relationships across functions and levels of the organization Ability to work well under pressure, prioritize effectively, and demonstrate leadership and mentorship within the accounting team Compensation Flex takes a market-based approach to pay, ensuring compensation is commensurate with a candidate's experience and our internal leveling guidelines. For candidates located in our Tier 1 (NYC/Bay Area) and Tier 3 (Salt Lake City) markets, the base salary pay range for this role is below. Flex utilizes a geographic pay differential based on a cost of labor index. If you are located outside of the cities listed below, your starting pay will be adjusted to align with the market conditions of your specific geographic zone. Please speak with your recruiter for additional information regarding the specific range for your location. Tier 1 (NYC/Bay Area) $119,000 — $149,000 USD Tier 3 (Salt Lake City) $101,150 — $126,650 USD Life at Flex Building a successful company takes a diverse team of intelligent, curious, determined, empathetic, and self-aware people. Our headquarters is in New York City, with employees across the US, Australia, Canada, and South America. We’re growing quickly and deliberately, with a focus on building an inclusive culture. We value the perspectives our people bring and take pride in being an equal opportunity workplace. Offices Roles posted in New York, San Francisco, and Salt Lake City are hybrid positions with on-site expectations of 2-3 days per week in our local offices. For candidates outside of these areas, you may be eligible for our relocation assistance program. Benefits View our benefits and more at getflex.com/careers .

Location: London Workplace: Hybrid WHY HARVEY At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come. This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched. Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you. At Harvey, the future of professional services is being written today — and we’re just getting started. ROLE OVERVIEW We’re looking for an innovative and hands-on Senior Customer Marketing Manager to put Harvey’s EMEA customers centre stage: telling their stories, celebrating their wins, and building community around them. Harvey has an incredible base of law firm and in-house customers across the region, and they are truly innovating the practice of law. Your first job is to elevate their voices: finding the customers doing standout work, earning their trust, and producing the written, video and spoken stories that put that work in front of the industry. From there, the role expands into community programming: building the communities, programmes and moments (power user groups, customer roundtables, awards and recognition moments, customer-led content) that bring customers and the wider legal community together. You’ll sit within the EMEA Marketing team and work hand in glove with our global Customer Engagement team, who own the overarching customer marketing strategy, programmes and playbooks. Your job is to make them work for EMEA: adapting them for the region’s markets, customers and culture, building what the region needs on top, and feeding what you learn back into the global motion. You’ll also partner closely with Customer Success and Sales. As the first dedicated customer marketer in the region, you won’t inherit a finished playbook. You’ll help write it. WHAT YOU'LL DO - Localise the global motion for EMEA: take the programmes, playbooks and frameworks our Customer Engagement team builds globally and tailor them specifically for EMEA markets, customers and culture, working hand-in-hand to build a truly exceptional motion. - Build the EMEA customer story pipeline: work across customer-facing teams to find the customers doing standout work, secure their participation and approvals, and keep a steady flow of stories in production. - Tell their stories: own written stories, video stories, quotes and references end to end and to a standard the customer is proud to share. - Get the stories seen: package each story for the channels that give it reach, localised for priority EMEA markets, and make sure Sales knows what exists and how to use it. - Build the advocate bench: develop a roster of EMEA customers who can act as references, speakers, panellists and peer connectors, and track their participation so no one is over-asked and everyone gets recognised. - Build EMEA community programmes: design and run the formats that bring customers together, such as power user groups, customer roundtables, practitioner communities, awards and recognition moments, each with clear goals and structured follow-up. - Build repeatable playbooks and processes: the story production workflow, approvals process, reference tracking and community operating rhythm, so each new story and programme is faster to stand up than the last. - Measure and improve impact: track stories produced, proof usage, reference activity, community engagement and contribution to pipeline, renewals and expansion. WHAT YOU HAVE - 4-7 years of experience in customer marketing, customer advocacy, content marketing or community, ideally in B2B SaaS, technology or professional services. - Proven experience producing content end to end. Excellent writer and interviewer, with the judgement to find the real story and the credibility to earn trust with senior legal and business leaders. - Experience building or running events, customer communities and advocacy programmes. - Strong relationship instincts: you enjoy spending time with customers and build trust quickly with them, Sales and Customer Success. - Highly organised and operationally rigorous, with the ability to run multiple stories, programmes and stakeholders at once. - Comfortable working autonomously and building from scratch in a fast-moving environment. - Familiarity with using AI to scale your own work. - Experience marketing to legal, financial services, consulting, enterprise or other high-touch professional audiences is a plus. Additional European languages are a plus. DEPENDING ON YOUR LOCATION, AN APPLICANT PRIVACY NOTICE MAY APPLY TO YOU. YOU CAN FIND ALL OF OUR APPLICANT PRIVACY NOTICES HERE https://harveyai.notion.site/Harvey-Candidate-Privacy-Notices-319ac3fcdd7a803bb807d5094f249922?pvs=74. #LI-LE1 Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai

Location: Dublin, Ireland 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? We’re building Intercom’s Scaled Customer Success team to reach more customers, provide consistent high-impact outcomes, and lean even harder into what makes us unique: our AI-powered products (especially Fin) and deep domain expertise. As a Scaled Customer Success Manager, you’ll be the customer’s trusted guide—helping them adopt and embed Intercom’s suite at scale, extracting real value, and scaling processes so more businesses succeed, more reliably. If you’re excited by working at the intersection of AI, product adoption, and operational excellence—and you want to help define how scaled CS works in practice—this is your role. What will I be doing? Drive broad product adoption, with special focus on Fin and AI-powered features: helping customers understand how Fin can automate support, enhance service, and deliver self-serve experiences, alongside human support. Design, implement, and iterate on engagement strategies and playbooks that can scale across customer segments—leveraging technology, automation, digital content, and smart touchpoints. Monitor usage & health signals proactively—identifying risks, opportunities, and expansion paths; drive intervention where needed. Collaborate closely with Sales, Solution Engineering, Education, and Product to ensure a seamless customer journey from purchase through expansion. Act as the Voice of the Customer: feed insights from scaled engagements back into the product roadmap, feature improvements, messaging, and internal training. Help define what “Scaled CS” means here: you’ll be a builder—defining processes, tools, metrics, and models for what high volume, high value looks like. What skills do I need? 2–4+ years in a customer-facing role in SaaS / technology / product success or similar, with a track record of managing many customers or high-volume engagement. Strong interest in / experience with AI & automation support tools; ability to explain AI/Fin features and use cases to customers, and help them build workflows around them. Comfortable discussing technical topics such as APIs, integrations, and workflows—not an expert, but confident engaging with customers on technical questions and guiding them to resources. Excellent communication skills: can break down complex product and technical topics clearly for different audiences (executives, operations, support leaders). Data-driven mindset: able to monitor usage metrics, define success metrics, analyse what is / isn’t working, and adapt strategy based on results. Self-starter, entrepreneurial, comfortable in ambiguity; able to build processes from scratch and consistently improve them. Strong relationship builder: you can maintain trust even with many customers, manage expectations, and partner with internal stakeholders. Bonus skills & attributes Interest in consumption or usage-based SaaS models. Exposure to Generative AI, chatbots, virtual agents, or AI-assisted support tools. Experience in operations, scaling CS / onboarding / customer education / digital engagement programs. 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: Texas, Illinois At Reltio®, an SAP Company, we believe data should fuel your success in the enterprise AI era. Our  Context Intelligence Platform turns fragmented data into a trusted, connected context so AI agents and systems can act with expert-level judgement at enterprise scale. Reltio’s cloud-native SaaS platform harmonizes, unifies, and governs data across sources and formats—including unstructured data—in real time, turning them into data assets that can be mobilized in milliseconds to any application, user, or AI agent. Trusted by more than 200 of the world’s largest brands across industries such as life sciences, financial services, healthcare, and technology, we fuel frictionless operations and help enterprises accelerate innovation and reduce risk. At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our “Customer First”, we strive to ensure their success. We embrace our differences and are “Better Together” as One Reltio. We are always looking to “Simplify and Share” our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We “Own It”. Every day, we innovate and evolve, so that today is “Always Better Than Yesterday”. If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence. Reltio has earned numerous awards and industry and analyst recognition for our technology, our culture, and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you’re ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let’s talk! Job Summary: The Associate Customer Engineer provides expert technical support to high-value customers, and partners resolving complex issues and proactively ensuring system health. They also play a key role in mentoring customer engineers and sharing knowledge to enhance overall customer satisfaction and product improvement. Job Duties and Responsibilities: Handle highly complex technical problems for our customers that include technical configuration, workflow compilation, lambda code debug, integration and JSON knowledge. Primarily aligned for concierge and premier success plans customers. Resolve customer technical issues through diligent research, reproduction, and troubleshooting. Provide alternate solutions and exercise independent judgment in developing methods, techniques, and evaluation criteria that lead to prompt resolution of issues. Provide high-quality customer engineering assistance that results in high customer satisfaction. Serve as a subject matter expert in multiple product features for supporting, enhancing, and fixing solutions that support a rapidly growing business at a massive scale. Attend meetings with clients to analyze, troubleshoot, and diagnose problems Resolve customer issues and ensure appropriate ticket investigation and resolution quality. Share and develop best practices with team members to enhance the quality and efficiency of technical support and contribute to the knowledge base. Participate in rapid response teams that include engineering and DevOps to be the face of the customer in communications and feedback Actively monitor tenant-level alerting tools and participate in collaborative communications for escalation prevention. Provide input on product and service-related enhancement requests back to Engineering, Product Management, Sales, and Marketing teams. that will improve our customers' successful use of our products and drive adoption. Understand and keep up-to-date on the latest product functionality, its dependencies, the underlying architecture, and its operational impact. Participate in a 24/7 on-call rotation, providing after-hours support for critical issues. Enhance the quality and efficiency of technical support and contribute to the knowledge base. Proactively communicate to avoid escalations and negative customer satisfaction. Author technical documents on common issues and solutions to build the knowledge base and participate in communities. Support weekend shifts on a rotational/as-needed basis if requested. Other duties and responsibilities as assigned. Skills You Must Have: Bachelor's degree in Computer Science or equivalent field of study. Programming (Python, Java) and solid understanding of cloud technologies. Have completed two or more Internships during the undergraduate or graduate studies. Motivated to learn and adopt new technologies demonstrated by having taken certifications Troubleshooting and debugging skills demonstrated by curiosity in determining solutions and workarounds for problems in hand. Problem solving and analytical skills. Skills That Are Nice to Have: MS in computer science or equivalent experience preferred. Experience with NoSQL databases (Cassandra, Elastic Search, DynamoDB preferred), and distributed indexes is a plus. Object oriented programming and designs, Data Structures and Algorithms Experience in data management, master data management, analytics, and big data platforms and technologies. At Reltio, we carefully consider a wide range of compensation factors to determine your personal top of market. We rely on market indicators to determine compensation and your specific job family, background, skills, and experience to get it right. These considerations can cause your compensation to vary and will also be dependent on your location. Overall Market Range $61,000 — $114,000 USD Reltio is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Reltio is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities.

Location: Remote, Canada; Remote, United States GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. Co-create the future with us as we build technology that transforms how the world develops software. * Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. An overview of this role As a Senior Ecosystem Operations Manager at GitLab, you'll own the technology, processes, and operational infrastructure behind our channel, distribution, original equipment manufacturer (OEM), global systems integrator (GSI), and managed service provider (MSP) partnerships. You'll shape how our partners go to market, serving as the primary process owner for deal registration, partner programs, partner quote-to-cash, and partner attribution. You'll combine operational strategy with hands-on execution, using artificial intelligence (AI) to automate workflows and help ecosystem operations scale. What you'll do Design and govern end-to-end partner processes, including deal and referral registration, service attach, two-tier distribution, rules of engagement, and quote-to-cash. Partner with Deal Desk and Billing on resale, distribution, OEM, GSI, and MSP transaction workflows, and resolve complex registration, quoting, and billing escalations. Own operational execution of partner tiering, onboarding, certification compliance, not-for-resale (NFR) licenses, rebates, and incentives, including eligibility tracking, approval routing, and payments. Own and administer the partner technology ecosystem, including Impartner partner relationship management (PRM), Salesforce customer relationship management (CRM) partner objects, deal registration, and partner portals. Maintain system health and data integrity, and co-manage vendor roadmaps, renewals, and service-level accountability. Partner with Revenue Technologies and Systems to maintain integrations across partner platforms, Salesforce, enterprise resource planning (ERP), quoting, billing, and financial systems, including partner attribution and compensation data flows. Lead prioritization and user acceptance testing (UAT) for implementations, migrations, and platform enhancements with IT and Enterprise Applications. Own the ecosystem data model and work toward one standard partner attribution record across the customer lifecycle. Serve as a resource for Ecosystem Sales, partners, and internal teams on attribution, territory, and compensation-impacting data, and maintain reporting and dashboards as a single source of truth for partner pipeline, registration activity, and program performance. Lead ecosystem month-end close with Deal Desk, Compensation, Accounts Receivable, and Finance, covering opportunity corrections, partner splits, territory review, and reconciliation. Identify, build, and deploy AI agents to automate workflows such as deal registration routing, NFR provisioning, partner data quality checks, and reporting. Evaluate processes for opportunities to reduce manual effort, improve consistency, and shorten cycle times. Maintain the authoritative ecosystem process map, runbooks, and training materials. Support tool configuration, testing, and end-user training. Own channel price files and partner quoting for product launches and stock keeping unit (SKU) changes. Coordinate improvements with operational peers, IT, Finance, Product, and Legal through GitLab Work Items. What you'll bring Experience in business-to-business software-as-a-service channel or partner operations, with direct ownership of ecosystem workflows and the ability to work independently in a remote environment. Hands-on experience with Impartner or an equivalent PRM platform, including deal registration and partner portal administration. Strong working knowledge of Salesforce CRM, including partner objects, opportunity management, Flow, validation rules, reports, and dashboards. Deep familiarity with resale, two-tier distribution, deal registration, rules of engagement, partner discounting, and partner quote-to-cash, plus an understanding of OEM, GSI, and MSP transaction structures and operational requirements. Direct experience operating partner programs, including tiering, certification compliance, rebates, and incentives, with responsibility for execution and compliance. Experience designing and documenting complex operational processes for distributed teams, translating business needs into detailed system requirements and configuration, and leading user acceptance testing through release. Hands-on experience using AI tools and building agents to automate operational workflows, from evaluating opportunities to delivering working solutions. Experience resolving ambiguous operational escalations across systems, teams, and partner relationships, and aligning Deal Desk, IT, Finance, Compensation, Legal, and Sales around operational changes. About the team Our Ecosystem Operations team works closely with Systems, Revenue Technologies, Deal Desk, Ecosystem Programs, Enablement, Finance, Compensation, and Legal. We enable consistent execution across Ecosystem Operations Specialists and cross-functional partners. You'll also partner with the Senior Hyperscaler Operations Manager, who owns Amazon Web Services and Google Cloud operations, on shared systems, the ecosystem data model, and month-end close. The base salary range for this role’s listed level is currently for residents of the United States only. This range is intended to reflect the role's base salary rate in locations throughout the US. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, alignment with market data, and geographic location. The base salary range does not include any bonuses, equity, or benefits. See more information on our benefits and equity . Sales roles are also eligible for incentive pay targeted at up to 100% of the offered base salary. United States Salary Range $104,800 — $176,400 USD How GitLab Supports Full-Time Employees Benefits to support your health, finances, and well-being Flexible Paid Time Off Team Member Resource Groups Equity Compensation & Employee Stock Purchase Plan Growth and Development Fund Parental Leave Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from underrepresented groups are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application. Country Hiring Guidelines: GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process. Privacy Policy: Please review our Recruitment Privacy Policy. Your privacy is important to us. GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab’s policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also GitLab’s EEO Policy and EEO is the Law . If you have a disability or special need that requires accommodation , please let us know during the recruiting process .

Location: United States (Remote) Workplace: Remote ABOUT ONEPAY OnePay is the consumer fintech trusted by millions of Americans to make money better. Our financial system is broken. High fees, low rates, and too few ways to actually grow your money. We’re fixing it. And we’re moving fast. We’re an all-in-one financial services platform that brings together banking, high-yield savings, credit cards, point-of-sale lending, investing, and crypto in one place. We also partner with employers, HCM providers, gig platforms, and others to deliver embedded financial services to millions of employees and frontline workers. We’re backed by Walmart, the world’s largest retailer, and Ribbit Capital, one of fintech’s most respected investors, giving us rare scale, distribution, and the opportunity to build something truly category-defining. But what really sets OnePay apart is how we move. Our customers don’t have time to wait… and neither do we. This place moves fast, and we’re looking for people who are: - Ready to run - Hungry and driven by urgency - Exceptional at what they do, with low ego - Comfortable operating in motion THE ROLE Our growth stack has a lot of moving parts. The app and the website send events through a customer data platform to the ad platforms, our mobile measurement partners and the data warehouse. Most launches touch several of those systems and a few different teams. You'll own the growth roadmap and work day to day with the MarTech and growth engineers who build and maintain all of this. Your job is to keep launches moving, make sure they get properly tested, and make sure the numbers on the other side can be trusted. WHAT YOU'LL DO - Own the growth roadmap. Turn requests from marketing, paid media and product into scoped tickets with clear owners and dates. Keep the roadmap, runbooks and data flow docs current, and automate the repetitive parts with scripts or AI tools. - Lead testing and QA with the MarTech and growth engineers. Write test plans, check changes in staging and on test devices before they ship, and confirm they worked after launch. - Keep data flowing into paid media. Manage customer data platform destinations, audience syncs, reverse ETL and server-side events. Watch for dropped events, low match rates and schema drift, and write or tweak simple scripts when a setting isn't enough. - Own our relationship with the mobile measurement partners. Debug attribution problems, keep SDK and ad network integrations healthy, and handle support escalations, renewals and roadmap requests. - Keep tracking specs consistent across the app, the website, the customer data platform and web analytics, and dig in when numbers from different sources don't match. - Run SDK upgrades, attribution migrations and new vendor onboarding from evaluation through cutover, with a rollback plan. - Support paid and acquisition work across search, social, app-install networks, app store search ads and affiliates, including click ID plumbing, exclusion lists and test setup. - Bring Privacy and Legal in early, so consent, data-sharing limits and data subject requests are part of the plan and not a surprise at launch. YOU BRING - 8+ years in technical program management, supporting growth, performance marketing, martech or data teams. - Hands-on time with a customer data platform. You've connected it to several ad platforms, mapped and filtered events, and synced audiences with consent rules applied. You can read a tracking plan or a destination config and spot where a launch will break. - Experience with a mobile measurement partner and a good grasp of attribution: click IDs, ATT and SKAdNetwork, view-through versus click-through, and platform-reported versus first-party conversions. You've debugged discrepancies and dealt with the vendor directly. - Experience doing testing and QA with engineers on tracking or integration launches: test plans, staging checks, debug tools, test devices, and regression checks after SDK or release changes. - You write SQL and pull your own numbers. - A track record of running programs across engineering, design, data and marketing, with clear specs, honest status updates and a written record of decisions. - Good judgment on priorities, and comfort saying no. You're fine with ambiguity and with working asynchronously on a remote-first team. NICE TO HAVE - Experience at a consumer fintech or another regulated company. - Reverse ETL into paid media (conversion APIs, offline conversions, audience uploads) and keeping it healthy: match rates, deduplication, delays and dropped events. - Reading and writing simple scripts in JavaScript or Liquid, for example to transform an event payload or build a template. - Experience with a cloud data warehouse. - A working understanding of marketing privacy rules: consent, CCPA and similar state laws, GLBA, and limits on sharing customer data with ad platforms. You know when to ask Legal. WHAT WE OFFER - Competitive base salary, stock options, and health benefits from Day 1 - 401(k) plan with company match - Remote-friendly (US), flexible time off (FTO), and opportunities for growth - A high-growth, mission-driven, inclusive culture where your work has real impact STANDARD INTERVIEW PROCESS Our process varies by role. Most candidates go through: - AI-assisted initial screen - Interview with Talent Partner - Technical or Hiring Manager Interview - Team Interview - Executive Interview - Offer! EQUAL EMPLOYMENT OPPORTUNITY To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us at talent@onepay.com.

Location: San Francisco fal is the generative media ecosystem powering the next generation of AI products. We build the infrastructure, tools, and model access that teams need to move from idea to production, and do it at scale without compromise. For developers and enterprises, fal is the foundation that makes generative media not just possible, but practical: a unified platform where high-performance inference, orchestration, and observability come together to unlock new categories of AI-native products. As generative media reshapes industries across a market projected to grow by hundreds of billions over the next decade, fal is becoming the ecosystem that ambitious teams build on. About The Role You are a seasoned Account Executive with a proven track record of driving significant revenue growth in AI, SaaS, or technology startups. You excel at navigating complex sales cycles, building long-term relationships with enterprise customers, and leading strategic negotiations. By leveraging your deep understanding of AI infrastructure, you will help innovative organizations adopt fal's platform, amplify their capabilities, and shape the future of AI-powered media on a global scale. WHAT YOU'LL DO: - Own and optimize the entire sales cycle—from high-level prospecting to enterprise-level contracting—while effectively articulating fal's AI infrastructure benefits. - Develop and implement advanced sales strategies to break into new markets, manage executive-level relationships, and consistently exceed revenue targets. - Lead detailed product demonstrations and complex contract negotiations, ensuring alignment with both technical and business stakeholders. - Provide strategic market insights and champion customer feedback to influence product roadmaps and priority features. - Mentor junior members of the sales team, fostering a culture of knowledge sharing and consistent performance improvement. REQUIREMENTS/NICE TO HAVE: - 5+ years of B2B sales experience in AI, SaaS, or technology startups, with a strong track record of exceeding quotas. - Proficiency in engaging and selling to C-suite or other high-level decision-makers within complex organizational structures. - Exceptional negotiation skills, including the ability to navigate multi-stakeholder deals with technical, legal, and financial components. - Outstanding communication and presentation abilities, capable of addressing both technical and non-technical audiences effectively. - A growth mindset with a passion for generative AI and a drive to pioneer cutting-edge solutions in a fast-paced environment. WHAT WE OFFER AT FAL - Interesting and challenging work - Competitive salary and equity - A lot of learning and growth opportunities - We are currently hiring in downtown San Francisco. - We offer visa sponsorship and will help you relocate to San Francisco. - Health, dental, and vision insurance (US) - Regular team events and offsites COMPENSATION: - $290,000-$325,000 OTE + equity + comprehensive benefits package   U.S. EQUAL EMPLOYMENT OPPORTUNITY INFORMATION: fal provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other classification protected by applicable law.

Location: Chicago, Illinois 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 Greater Chicago Area is $372,600-$445,050. 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: Cyprus Workplace: onsite About the Client Our client is a multi-licensed fintech enabling companies to operate across borders and currencies. It brings together a complete banking platform, payment gateway with local payment methods, and crypto services in one place, with a focus on businesses in medium- to high-risk sectors. Role Overview This role gives you full ownership of the company’s brand, content, and market presence across the channels and events where finance leaders spend their time, as well as social and cultural events that the company sponsors. You will define how the company is perceived, keep every touchpoint consistent, and work closely with the sales, product, and compliance teams to turn attention into qualified conversations. The role is based on-site in Limassol, Cyprus. Key Responsibilities Maintain consistent voice and visual identity across touchpoints; refine product messaging for the business. Produce targeted content (posts, articles, case studies, reports) helping finance leaders navigate cross-border currency management. Manage end-to-end brand partnerships, sponsorships, and industry event activations with external vendors and agencies. Build media relationships, manage announcements, and secure trade press coverage to strengthen market reputation. Own social channels, content calendar, and visual collaboration to grow audience engagement. Track multi-channel performance, report on engagement drivers, and allocate budget for maximum ROI. Requirements 3+ years of proven experience as a Marketing Manager, ideally within fintech, payments, EMI, or related financial services/products. Track record of meeting or exceeding marketing goals and KPIs. Strong grasp of digital and offline marketing tactics. Experience in a B2B environment targeting business customers in payments or financial services. Hands-on experience in event marketing, including industry conferences and B2B marketing events, as well as sponsorships and brand activations, from planning and partner management to on-site delivery and follow-up. Solid budget management and ROI analysis skills. Be based in Limassol, Cyprus, and open to on-site work in the office. Languages: English (B2+) Bonus: experience marketing regulated financial products, with an understanding of the regulatory context of EMI and payments businesses. Key Soft Skills Self-directed, able to set priorities and deliver without close supervision. Commercially minded, measuring marketing by the pipeline it creates. Creative and brand-minded, with high standards for craft and detail. Hands-on with an ability to combine speed with precision, moving fast without compromising on quality or compliance. Persistence and patience combined with the flexibility to thrive in a fast-moving environment. What We Offer Competitive salary aligned with experience Official employment contract in Cyprus Direct work with the founders & C-level with no bureaucracy Clear career growth as the company expands into new markets Collaborative and transparent team culture High-impact role in a scaling fintech company with a strong local presence and network ● Recognition of personal milestones and achievements Social benefits

TBC Uzbekistan is a digital financial services ecosystem powering some of Uzbekistan's most innovative financial experiences. Languages required: English (C1), Russian (B2). Work format: On-site in Tashkent, Uzbekistan.

Location: Remote - Colombia Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to remote-first work , and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. . Hiring and how we work We use Artificial Intelligence (AI) to help make our hiring process efficient. That said, every hiring decision is made by real Twilions! Also, while we are a remote-first company, you may be asked to report in person on an ad-hoc basis for team gatherings, functional off-sites or customer meetings. . See yourself at Twilio Join the team as Twilio’s next Technical Support Expert 2 About the job This position is needed for you to join the Support team and provide excellent technical support to users of the Email platform. Wearing the customer’s shoes is one of the core values of our company, and excellent Support is what our customers have come to expect and love about Twilio. If you are a technically savvy individual who enjoys mentoring and raising the bar, and is also customer-focused with excellent communication skills, keep reading! Responsibilities In this role, you’ll: Provide product support for a wide range of customer inquiries received via telephone, email, social media and chat. Assess the nature of product or service issues and resolve a variety of complex support problems. Log customer interactions and tag/categorize issues accordingly. Resolve a monthly volume of tickets consistent Be the point of escalation for middle complex issues within support, and escalate to Product and Engineering teams as necessary. Identify ways to improve existing processes and procedures. Mentor newer members of the Customer Support team with customer issues. Contribute content to knowledge base to support team and customer enablement Ensure Support SLAs and CSAT goals are consistently met, and ticket queues are well managed Incident report and Oncall Qualifications Twilio values diverse experiences from all kinds of industries, and we encourage everyone who meets the required qualifications to apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio. We are always looking for people who will bring something new to the table! *Required: 3-4 years experience in a client-facing customer/technical support role, supporting Email, Communications, SaaS or related technologies A demonstrated history of customer focus, empathy, active listening, and the ability to diplomatically address customer concerns and provide feedback Experience communicating complex technical issues to both technical and non-technical audiences via phone or email Strong, creative problem solving skills Quick learner, willing to take initiative, and has great follow through A demonstrated ability to remain calm and effective at higher workloads as well as excelling at prioritization and evaluation of situational urgency A high-energy, optimistic outlook and positive attitude An empathetic approach to troubleshooting and customer service A demonstrated attention to detail, with the ability to quickly ramp up on new products, new technologies, and evolving customer or business needs Accountability - Being willing to answer for the outcomes resulting from their own choices, behaviors, and actions. Take ownership of situations that they're involved in Self Motivation - Motivated to do or achieve something because of one's own enthusiasm or interest, without needing pressure from others Focus - Achieve what they set out to do before launching new initiatives. Complete company-linked goals and tasks, not simply to be busy and active Experience with incident communication and on-call. Experience with the following: Supporting Email (or similar) REST API’s ; Email Deliverability ; JIRA/Confluence Experience (a plus) ; Snowflake ; Terminals  (command prompt) Desired: Reading/Debugging HTML (a plus) SQL  (a plus) Snowflake & Splunk (a plus) Experience with SFDC, QuickBooks, Zuora or other financial management software and financial principles a plus for some roles (Billing) Postman or other APIs client Zendesk is preferable Location This role will be remote, and based in Colombia Travel We prioritize connection and opportunities to build relationships with our customers and each other. For this role, you may be required to travel occasionally to participate in project or team in-person meetings. What We Offer Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location. Twilio thinks big. Do you? We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That's why we seek out colleagues who embody our values — something we call Twilio Magic . Additionally, we empower employees to build positive change in their communities by supporting their volunteering and donation efforts. So, if you're ready to unleash your full potential, do your best work, and be the best version of yourself, apply now! If this role isn't what you're looking for, please consider other open positions. . Stay alert to recruitment fraud We care about your safety. Scammers sometimes impersonate Twilio recruiters through fake job postings, emails, websites, or messages. Please ensure you are engaging with an official @ twilio.com email address. We will never ask for payment, gift cards, cryptocurrency, or banking information during the recruiting process. We do not make job offers without a formal interview process or conduct interviews exclusively through text-based messaging apps. . Twilio is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Additionally, Twilio participates in the E-Verify program in certain locations, as required by law.

Location: Remote - USA The Clover Care Services organization delivers proactive support and care to our members through our clinical Clover Home Care teams, and quality improvement services to our aligned providers through our practice engagement team. Clover has built one of the most proactive, data-driven health care services platforms and is excited about how technology impacts our ability to bring transformative results to both patients and providers. Clover Care Services is entering a significant period of clinical growth. As we scale our Clover Care Visit (CCV) team, we need a dedicated leader who can turn an ambitious hiring plan into a reliable, repeatable workforce engine—from recruiting pipeline and onboarding capacity through clinician readiness, productivity, and performance. As the Director, Workforce Management , you will connect workforce planning, recruiting, onboarding, leadership capacity, and performance management into one operating system, giving the organization clear visibility into whether we are on pace and what needs to change when we are not. As Director, Workforce Management, you will: Own the CCV workforce plan end to end. Build and run the staffing strategy required to scale the clinician organization, translating long-range growth targets into weekly and monthly hiring, onboarding, and readiness goals. Create visibility from candidate pipeline to “ready to visit.” Establish the operating metrics, forecasting, and reporting needed to understand recruiting conversion, onboarding lead times, attrition, training capacity, and clinician readiness—and surface risks early enough to act. Build a scalable clinician onboarding model. Partner across Clinical, Talent, IT, Operations, and other teams to evolve today’s high-touch onboarding journey into a structured model that can support significantly larger hiring cohorts without sacrificing clinical quality. Build the leadership capacity required to scale. Determine the right model for preceptors, clinical leads, onboarding cohorts, and frontline management so that rapid growth does not create an unsustainable burden on existing clinical leaders. Own workforce performance management. Establish clear, actionable standards and operating rhythms across areas such as attendance, cancellation rates, Clover Assistant Touch, productivity, and normalized performance measures. Make quality and productivity work together. Build performance expectations that reflect accurate, sustainable clinical performance—not simply higher activity—and partner with clinical leaders to ensure workforce decisions support both member experience and quality of care. Turn workforce data into decisions. Build the dashboards, forecasts, and management routines leaders need to understand capacity, identify constraints, allocate resources, and stay ahead of hiring or performance gaps. Create repeatable workforce-management capabilities for CCS. Use the CCV ramp as the first proving ground for processes, tools, and operating models that can later support In-Home Care and other Clover Care Services programs. Operate as a cross-functional leader. Bring together Clinical Activation, clinical leadership, Talent, Operations, Finance, analytics, and other partners around one integrated workforce plan with clear owners, milestones, and escalation paths. Success in this role looks like: In your first 90 days, you will: Build a clear baseline of the CCV workforce funnel and translate the 2027 growth target into a measurable workforce plan spanning recruiting, onboarding, training capacity, clinician readiness, and attrition. Identify the biggest risks and bottlenecks in the ramp and establish the metrics, operating cadence, and accountability needed to address them. Within your first 6 months, you will: Establish a predictable recruiting-to-readiness operating model, including scalable onboarding cohorts, preceptor capacity, and clinical leadership support. Launch workforce dashboards and performance-management routines that enable leaders to anticipate capacity gaps, manage performance, and increase clinician onboarding volume without sacrificing quality. Over time, you will: Help CCV reach its clinician-capacity goals ahead of the 2027 AEP cycle through a sustainable, data-driven approach to hiring, onboarding, and performance. Build repeatable workforce-management capabilities that can extend beyond CCV to support In-Home Care and other Clover Care Services programs. You should get in touch if: You have built or led workforce planning, capacity management, clinical operations, field operations, or another complex people-scaling function where success depended on turning ambitious growth targets into an executable operating plan. You are comfortable owning the full workforce funnel—from recruiting demand and hiring pace through onboarding, readiness, productivity, performance, and attrition. You know how to scale a high-touch operating model without sacrificing the quality, judgment, and human support that made it successful. You are highly analytical and can turn workforce data into useful forecasts, metrics, dashboards, and decisions. You know how to balance productivity with quality, accuracy, and member experience when defining and managing performance. You are an effective cross-functional operator who can create alignment and accountability across clinical leaders, recruiters, operators, analysts, and executives. You are comfortable moving between strategy and execution and thrive in environments where the operating model is still being built. You bring experience scaling distributed clinicians, field teams, home-based care, or another operationally complex healthcare workforce. Benefits Overview : Financial Well-Being : Our commitment to attracting and retaining top talent begins with a competitive base salary and equity opportunities. Additionally, we offer a performance-based bonus program, 401k matching, and regular compensation reviews to recognize and reward exceptional contributions. Physical Well-Being : We prioritize the health and well-being of our employees and their families by providing comprehensive medical, dental, and vision coverage. Your health matters to us, and we invest in ensuring you have access to quality healthcare. Mental Well-Being : We understand the importance of mental health in fostering productivity and maintaining work-life balance. To support this, we offer initiatives such as No-Meeting Fridays, monthly company holidays, access to mental health resources, and a generous flexible time-off policy. Additionally, we embrace a remote-first culture that supports collaboration and flexibility, allowing our team members to thrive from any location. Professional Development : Developing internal talent is a priority for Clover. We offer learning programs, mentorship, professional development funding, and regular performance feedback and reviews. Additional Perks: Employee Stock Purchase Plan (ESPP) offering discounted equity opportunities Reimbursement for office setup expenses Monthly cell phone & internet stipend Remote-first culture, enabling collaboration with global teams Paid parental leave for all new parents And much more! About Clover: We are reinventing health insurance by combining the power of data with human empathy to keep our members healthier. We believe the healthcare system is broken, so we've created custom software and analytics to empower our clinical staff to intervene and provide personalized care to the people who need it most. We always put our members first, and our success as a team is measured by the quality of life of the people we serve. Those who work at Clover are passionate and mission-driven individuals with diverse areas of expertise, working together to solve the most complicated problem in the world: healthcare. From Clover’s inception, Diversity & Inclusion have always been key to our success. We are an Equal Opportunity Employer and our employees are people with different strengths, experiences, perspectives, opinions, and backgrounds, who share a passion for improving people's lives. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion and many other parts of one’s identity. All of our employee’s points of view are key to our success, and inclusion is everyone's responsibility. #LI-REMOTE Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We are an E-Verify company. Final pay is based on several factors including but not limited to internal equity, market data, and the applicant’s education, work experience, certifications, etc. A reasonable estimate of the base salary range for this role is: $161,500 — $210,000 USD

Location: Greenwich, Connecticut, United States About the Role iCapital is looking to hire a Compliance Officer to support the relevant investment advisers serving the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will assist with the implementation and administration of compliance programs for the firm’s SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities involving these products or entities. Responsibilities Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11. Support the administration of the funds’ compliance and governance framework. Assist in monitoring compliance with fund governing documents. Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact. Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions. Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders. Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution. Support trading oversight frameworks, including best execution governance and related compliance practices. Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues. Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors. Qualifications Bachelor’s degree is required 6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA Experience evaluating risk and mapping risks and controls across business practices Able to collaborate with and provide guidance to colleagues across functions and levels Able to operate effectively in a fast-paced environment Detail-oriented, with the ability to assess and prioritize multiple projects Benefits The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is looking to hire a Compliance Officer to support the relevant investment advisers serving the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will assist with the implementation and administration of compliance programs for the firm’s SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities involving these products or entities. Responsibilities Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11. Support the administration of the funds’ compliance and governance framework. Assist in monitoring compliance with fund governing documents. Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact. Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions. Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders. Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution. Support trading oversight frameworks, including best execution governance and related compliance practices. Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues. Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors. Qualifications Bachelor’s degree is required 6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA Experience evaluating risk and mapping risks and controls across business practices Able to collaborate with and provide guidance to colleagues across functions and levels Able to operate effectively in a fast-paced environment Detail-oriented, with the ability to assess and prioritize multiple projects Benefits The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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