Location: Uniontown, OH
Scheduler
Location: Uniontown, OH | Full-time
Strengthening our nation’s power grid isn’t easy, but reliable electrical service is essential to everyday life.
Every time someone charges an iPhone, cranks up the A/C, or turns on a computer, we are busy behind the scenes making it happen.
Michels Power, Inc. is one of the largest, most sought-after power delivery contractors in the United States. We execute the entire spectrum of electrical infrastructure projects—including the construction of transmission lines and substations, the modernization of distribution systems, and the development of both Oil & Gas facilities and Renewable Energy initiatives. We also restore power after natural disasters strike.
Our work improves lives. Find out how a career at Michels Power, Inc. can change yours.
Position Summary
As a Scheduler, your role goes far beyond creating Gantt charts and producing reports. We are looking for someone who is passionate about construction, eager to understand how work actually gets built, and excited to work alongside project and site teams. You will develop, monitor, and maintain project schedules while applying construction knowledge to capture realistic sequencing, identify potential challenges, support forecasting, and help project teams make better decisions. Success in this role comes from combining strong scheduling skills with curiosity, critical thinking, communication, and a desire to add real value to field execution.
Why Michels Power, Inc.?
Ranked
No. 1 Electrical Transmission/Distribution Contractor
by
Engineering News‑Record
Steady, strategic growth driven by an uncompromising commitment to quality
Family‑owned and operated organization with long‑term stability
Annual investment of approximately
$5,000 per employee
in training and development
Challenging, meaningful work that positively impacts communities
A culture where
everyone shares responsibility for safety
, regardless of title
Part of the Michels family of companies—one of North America’s largest and most diversified energy and infrastructure contractors
Why You?
You’re someone who:
Thrives in fast‑paced environments and under tight deadlines
Enjoys new challenges and adapting to evolving technology
Values collaboration and clear communication
Appreciates being recognized for your contributions
Adapts easily to changing expectations and project requirements
Is a self‑starter with a high level of accuracy and organization
Believes individual commitment is critical to team success
What It Takes
Bachelor’s degree in
Project Management, Construction Management, Engineering
, or a related field
—or
an equivalent combination of education and 1–3 years of relevant experience
1 - 3 years of experience
using Primavera P6 and the Microsoft Office Suite
Valid driver’s license for the type(s) of vehicle driven, with an acceptable driving record
Ability to travel up to
25%
Join a company that powers progress. Be a part of Michels Power, Inc.—where you don’t just build projects, you build a career.
AA/EOE/M/W/Vet/Disability
https://www.michels.us/website-user-privacy-policy/
Location: Itasca, TX ; Midland, TX
Scheduler
Location: Itasca,TX / Midland,TX | Full-time
Strengthening our nation’s power grid isn’t easy, but reliable electrical service is essential to everyday life.
Every time someone charges an iPhone, cranks up the A/C, or turns on a computer, we are busy behind the scenes making it happen.
Michels Power, Inc. is one of the largest, most sought-after power delivery contractors in the United States. We execute the entire spectrum of electrical infrastructure projects—including the construction of transmission lines and substations, the modernization of distribution systems, and the development of both Oil & Gas facilities and Renewable Energy initiatives. We also restore power after natural disasters strike.
Our work improves lives. Find out how a career at Michels Power, Inc. can change yours.
Position Summary
As a Scheduler, your role goes far beyond creating Gantt charts and producing reports. We are looking for someone who is passionate about construction, eager to understand how work actually gets built, and excited to work alongside project and site teams. You will develop, monitor, and maintain project schedules while applying construction knowledge to capture realistic sequencing, identify potential challenges, support forecasting, and help project teams make better decisions. Success in this role comes from combining strong scheduling skills with curiosity, critical thinking, communication, and a desire to add real value to field execution.
Why Michels Power, Inc.?
Ranked
No. 1 Electrical Transmission/Distribution Contractor
by
Engineering News‑Record
Steady, strategic growth driven by an uncompromising commitment to quality
Family‑owned and operated organization with long‑term stability
Annual investment of approximately
$5,000 per employee
in training and development
Challenging, meaningful work that positively impacts communities
A culture where
everyone shares responsibility for safety
, regardless of title
Part of the Michels family of companies—one of North America’s largest and most diversified energy and infrastructure contractors
Why You?
You’re someone who:
Thrives in fast‑paced environments and under tight deadlines
Enjoys new challenges and adapting to evolving technology
Values collaboration and clear communication
Appreciates being recognized for your contributions
Adapts easily to changing expectations and project requirements
Is a self‑starter with a high level of accuracy and organization
Believes individual commitment is critical to team success
What It Takes
Bachelor’s degree in
Project Management, Construction Management, Engineering
, or a related field
—or
an equivalent combination of education and 1–3 years of relevant experience
1 - 3 years of experience
using Primavera P6 and the Microsoft Office Suite
Valid driver’s license for the type(s) of vehicle driven, with an acceptable driving record
Ability to travel up to
25%
Join a company that powers progress. Be a part of Michels Power, Inc.—where you don’t just build projects, you build a career.
AA/EOE/M/W/Vet/Disability
https://www.michels.us/website-user-privacy-policy/
Location: Milwaukee, WI
Scheduler
Location: Milwaukee, WI | Full-time
Strengthening our nation’s power grid isn’t easy, but reliable electrical service is essential to everyday life.
Every time someone charges an iPhone, cranks up the A/C, or turns on a computer, we are busy behind the scenes making it happen.
Michels Power, Inc. is one of the largest, most sought-after power delivery contractors in the United States. We execute the entire spectrum of electrical infrastructure projects—including the construction of transmission lines and substations, the modernization of distribution systems, and the development of both Oil & Gas facilities and Renewable Energy initiatives. We also restore power after natural disasters strike.
Our work improves lives. Find out how a career at Michels Power, Inc. can change yours.
Position Summary
As a Scheduler, your role goes far beyond creating Gantt charts and producing reports. We are looking for someone who is passionate about construction, eager to understand how work actually gets built, and excited to work alongside project and site teams. You will develop, monitor, and maintain project schedules while applying construction knowledge to capture realistic sequencing, identify potential challenges, support forecasting, and help project teams make better decisions. Success in this role comes from combining strong scheduling skills with curiosity, critical thinking, communication, and a desire to add real value to field execution.
Why Michels Power, Inc.?
Ranked
No. 1 Electrical Transmission/Distribution Contractor
by
Engineering News‑Record
Steady, strategic growth driven by an uncompromising commitment to quality
Family‑owned and operated organization with long‑term stability
Annual investment of approximately
$5,000 per employee
in training and development
Challenging, meaningful work that positively impacts communities
A culture where
everyone shares responsibility for safety
, regardless of title
Part of the Michels family of companies—one of North America’s largest and most diversified energy and infrastructure contractors
Why You?
You’re someone who:
Thrives in fast‑paced environments and under tight deadlines
Enjoys new challenges and adapting to evolving technology
Values collaboration and clear communication
Appreciates being recognized for your contributions
Adapts easily to changing expectations and project requirements
Is a self‑starter with a high level of accuracy and organization
Believes individual commitment is critical to team success
What It Takes
Bachelor’s degree in
Project Management, Construction Management, Engineering
, or a related field
—or
an equivalent combination of education and 1–3 years of relevant experience
1 - 3 years of experience
using Primavera P6 and the Microsoft Office Suite
Valid driver’s license for the type(s) of vehicle driven, with an acceptable driving record
Ability to travel up to
25%
Join a company that powers progress. Be a part of Michels Power, Inc.—where you don’t just build projects, you build a career.
AA/EOE/M/W/Vet/Disability
https://www.michels.us/website-user-privacy-policy/
Location: Neenah, WI
Scheduler
Location: Neenah, WI | Full-time
Strengthening our nation’s power grid isn’t easy, but reliable electrical service is essential to everyday life.
Every time someone charges an iPhone, cranks up the A/C, or turns on a computer, we are busy behind the scenes making it happen.
Michels Power, Inc. is one of the largest, most sought-after power delivery contractors in the United States. We execute the entire spectrum of electrical infrastructure projects—including the construction of transmission lines and substations, the modernization of distribution systems, and the development of both Oil & Gas facilities and Renewable Energy initiatives. We also restore power after natural disasters strike.
Our work improves lives. Find out how a career at Michels Power, Inc. can change yours.
Position Summary
As a Scheduler, your role goes far beyond creating Gantt charts and producing reports. We are looking for someone who is passionate about construction, eager to understand how work actually gets built, and excited to work alongside project and site teams. You will develop, monitor, and maintain project schedules while applying construction knowledge to capture realistic sequencing, identify potential challenges, support forecasting, and help project teams make better decisions. Success in this role comes from combining strong scheduling skills with curiosity, critical thinking, communication, and a desire to add real value to field execution.
Why Michels Power, Inc.?
Ranked
No. 1 Electrical Transmission/Distribution Contractor
by
Engineering News‑Record
Steady, strategic growth driven by an uncompromising commitment to quality
Family‑owned and operated organization with long‑term stability
Annual investment of approximately
$5,000 per employee
in training and development
Challenging, meaningful work that positively impacts communities
A culture where
everyone shares responsibility for safety
, regardless of title
Part of the Michels family of companies—one of North America’s largest and most diversified energy and infrastructure contractors
Why You?
You’re someone who:
Thrives in fast‑paced environments and under tight deadlines
Enjoys new challenges and adapting to evolving technology
Values collaboration and clear communication
Appreciates being recognized for your contributions
Adapts easily to changing expectations and project requirements
Is a self‑starter with a high level of accuracy and organization
Believes individual commitment is critical to team success
What It Takes
Bachelor’s degree in
Project Management, Construction Management, Engineering
, or a related field
—or
an equivalent combination of education and 1–3 years of relevant experience
1 - 3 years of experience
using Primavera P6 and the Microsoft Office Suite
Valid driver’s license for the type(s) of vehicle driven, with an acceptable driving record
Ability to travel up to
25%
Join a company that powers progress. Be a part of Michels Power, Inc.—where you don’t just build projects, you build a career.
AA/EOE/M/W/Vet/Disability
https://www.michels.us/website-user-privacy-policy/
Location: Remote-Maryland; Remote-Virginia; Remote-Washington, D.C.
Workplace: Remote
LIFE AT UIPATH
The people at UiPath believe in the transformative power of automation to change how the world works. We’re committed to creating category-leading enterprise software that unleashes that power.
To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose.
Could that be you?
Your mission
UiPath is seeking an Associate Representative (ASR) to join our growing Public Sector team. In this role, you'll collaborate with an Emerging Account Executive to retain and expand our current customer base within an assigned customer focus - leveraging AI, vertical plays, and cross-functional partnerships.
What you'll do at UiPath
- Operate within assigned current-customer focus.
- Mitigate renewal risk and churn in every account, every quarter
- Earn expanded responsibilities and at-bats through performance
- Execute UiPath Sales Process end-to-end and drive deals
- Find, run, close: AI, Test Suite, Agentic, Subsidiaries, SAP
- Co-sell with vertical specialists and marketing on plays
- Build and deliver proposals and business cases
- Engage CSM, SE, and Partners for deal support and velocity
What you'll bring to the team
- A competitive track record of demonstrating an acquisition first mindset
- 1+ years of DOD and/or Intel Account Management and / or Account Executive experience
- Curious about AI and emerging technology and can explain complex concepts in a clear, practical way.
- Strong account planning discipline, take a research-driven approach to your target customers and proactively identify opportunities through business-led conversations.
- Confident navigating complex customer organizations, building relationships across functions and seniority levels, and collaborating effectively with internal teams and partners.
- Strong problem-solving skills and a self-starter mentality
- Candidates must be authorized to work in the United States for this role
#LI-BS1
Maybe you don’t tick all the boxes above—but still think you’d be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes—and passion can’t be learned.
Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.
We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy https://www.uipath.com/legal/trust-and-security/privacy-policy.
Location: Remote-Maryland; Remote-Virginia; Remote-Washington, D.C.
Workplace: Remote
LIFE AT UIPATH
The people at UiPath believe in the transformative power of automation to change how the world works. We’re committed to creating category-leading enterprise software that unleashes that power.
To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose.
Could that be you?
Your mission
UiPath is seeking an Associate Representative (ASR) to join our growing Public Sector team. In this role, you'll collaborate with an Emerging Account Executive to retain and expand our current customer base within an assigned customer - leveraging AI, vertical plays, and cross-functional partnerships.
What you'll do at UiPath
- Operate within assigned current-customer focus.
- Mitigate renewal risk and churn in every account, every quarter
- Earn expanded responsibilities and at-bats through performance
- Execute UiPath Sales Process end-to-end and drive deals
- Find, run, close: AI, Test Suite, Agentic, Subsidiaries, SAP
- Co-sell with vertical specialists and marketing on plays
- Build and deliver proposals and business cases
- Engage CSM, SE, and Partners for deal support and velocity
What you'll bring to the team
- A competitive track record of demonstrating an acquisition first mindset
- 1+ years of Public Sector Account Management and / or Account Executive experience.
- Curious about AI and emerging technology and can explain complex concepts in a clear, practical way.
- Strong account planning discipline, take a research-driven approach to your territory, and proactively identify opportunities through business-led conversations.
- Confident navigating complex customer organizations, building relationships across functions and seniority levels, and collaborating effectively with internal teams and partners.
- Strong problem-solving skills and a self-starter mentality
- Candidates must be authorized to work in the United States for this role
#LI-BS1
Maybe you don’t tick all the boxes above—but still think you’d be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes—and passion can’t be learned.
Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.
We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy https://www.uipath.com/legal/trust-and-security/privacy-policy.
Location: Remote-Maryland; Remote-Virginia; Remote-Washington, D.C.
Workplace: Remote
LIFE AT UIPATH
The people at UiPath believe in the transformative power of automation to change how the world works. We’re committed to creating category-leading enterprise software that unleashes that power.
To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose.
Could that be you?
Your mission
UiPath is seeking a Public Sector - Federal Civilian focused Associate Sales Representative (ASR) to join our growing team. In this role, you'll collaborate with an Emerging Account Executive to retain and expand our current customer base within an assigned territory - leveraging AI, vertical plays, and cross-functional partnerships.
What you'll do at UiPath
- Operate within assigned current-customer focus
- Mitigate renewal risk and churn in every account, every quarter
- Earn expanded responsibilities and at-bats through performance
- Execute UiPath Sales Process end-to-end and drive deals
- Find, run, close: AI, Test Suite, Agentic, Subsidiaries, SAP
- Co-sell with vertical specialists and marketing on plays
- Build and deliver proposals and business cases
- Engage CSM, SE, and Partners for deal support and velocity
What you'll bring to the team
- A competitive track record of demonstrating an acquisition first mindset
- 1+ years of Account Management and / or Account Executive experience within the Federal Civilian client focus.
- Curious about AI and emerging technology and can explain complex concepts in a clear, practical way.
- Strong account planning discipline, take a research-driven approach to your client focus, and proactively identify opportunities through business-led conversations.
- Confident navigating complex customer organizations, building relationships across functions and seniority levels, and collaborating effectively with internal teams and partners.
- Strong problem-solving skills and a self-starter mentality
- Candidates must be authorized to work in the United States for this role
#LI-BS1
Maybe you don’t tick all the boxes above—but still think you’d be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes—and passion can’t be learned.
Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.
We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy https://www.uipath.com/legal/trust-and-security/privacy-policy.
Location: San Francisco; Toronto; New York; Montreal; Seattle
Workplace: Hybrid
ABOUT BASETEN
Baseten powers mission-critical inference for the world's most dynamic AI companies, like Cursor, Notion, OpenEvidence, Abridge, Clay, Gamma, and Writer. By uniting applied AI research, flexible infrastructure, and seamless developer tooling, we enable companies operating at the frontier of AI to bring cutting-edge models into production. We're growing quickly and recently raised our $1.5B Series F https://www.baseten.co/blog/announcing-our-series-f/, led by Altimeter Capital, Conviction Partners, and Spark Capital. Join us and help build the platform engineers turn to ship AI products.
THE ROLE
As a Software Engineer at Baseten, you will own one of the most critical surfaces of our business: pricing, billing, and revenue infrastructure.
As we launch more and more products— billing is no longer just operational plumbing. It is a strategic lever for growth. This role will establish clear ownership of billing as a function and create leverage for Finance, Sales, and GTM teams while maintaining a seamless customer experience.
RESPONSIBILITIES
- Own Baseten’s end-to-end billing and revenue infrastructure, including pricing, invoicing, metering, and reporting foundations.
- Build and evolve our billing platform and integrations (including Orb), ensuring correctness, auditability, and a high-trust experience for customers and internal teams.
- Partner closely with Finance, Sales, GTM, and Forward Deployed Engineering to turn real-world workflows into reliable internal tooling and automation (quoting, approvals, renewals, usage reconciliation, revenue reporting).
- Design systems that scale with new products, packaging, and go-to-market motions, making billing a strategic lever for growth.
- Drive reliability and operational excellence for revenue-critical workflows: monitoring, alerting, incident response, backfills, and clear runbooks.
- Lead from the front on high-impact projects: clarify requirements, propose crisp technical approaches, ship iteratively, and raise the bar on quality and velocity.
- Debug and resolve production issues with urgency, communicating clearly with stakeholders and closing the loop with durable fixes.
REQUIREMENTS
- Bachelor's degree or higher in Computer Science or related field
- Experience with billing systems or building internal tools
- Deep knowledge of the web stack & databases
- Strong collaboration and communication skills
BENEFITS
- Competitive compensation, including meaningful equity
- (U.S. only) 100% coverage of medical, dental, and vision insurance for employee and dependents
- Flexible PTO policy including company wide Winter Break (our offices are closed from Christmas Eve to New Year's Day!)
- Paid parental leave
- Fertility and family-building stipend through Carrot
- (U.S. only) Company-facilitated 401(k)
- Exposure to a variety of ML startups, offering unparalleled learning and networking opportunities.
Apply now to embark on a rewarding journey in shaping the future of AI! If you are a motivated individual with a passion for machine learning and a desire to be part of a collaborative and forward-thinking team, we would love to hear from you.
At Baseten, we are committed to fostering a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
We are an Equal Opportunity Employer and will consider qualified applicants with criminal histories in a manner consistent with applicable law (by example, the requirements of the San Francisco Fair Chance Ordinance, where applicable).
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: Yerevan, Armenia; Vienna, Austria; Brussels, Belgium; Sofia, Bulgaria; Zagreb, Croatia; Praha 114, Czechia; Paris, France; Nicosia, Cyprus; Tallinn, Estonia; Tbilisi, Georgia; Berlin, Germany; Athens, Greece; Budapest, Hungary; Rome, Italy; Dublin, Ireland; Riga, Latvia; Valletta, Malta; Vilnius, Lithuania; Podgorica, Montenegro; Oslo, Norway; Amsterdam, Netherlands; Chișinău, Moldova; Warsaw, Poland; Lisbon, Portugal; Bucharest, Romania; Bratislava, Slovakia; Madrid, Spain; Ljubljana, Slovenia; Ankara, Türkiye; Kyiv, Ukraine; London, United Kingdom
Workplace: fully
About Replika
In 2017, no one knew what AI was supposed to be. We built the world's first consumer AI app. Two million people showed up in two months. Today it's over 40 million, and the thing they keep telling us hasn't changed: it helped. It made their life better, steadier, a little less alone.
Most AI is built for tasks, not for people. It gives you answers, but it doesn't care what you do with them. AI doesn't just need intelligence. It needs intention. Because the real question isn't just what AI can do. It's what AI is for.
When the world's leading researchers wanted to understand whether AI could actually change someone's life, they studied Replika, because there was nothing else to study. What they found at Stanford, at Harvard, across years of research, was that Replika doesn't replace human connection. It deepens it. People become more social, more confident, more themselves. Not in theory. In their actual lives.
Every major AI company talks about their mission for humanity. None of them has ever clearly said what they're trying to do for a single person. We will. We want to help you flourish in real life. Not become a better version of yourself, just more yourself. Strong relationships. Better health. Meaning. Momentum. A life that feels worth living while you're living it.
We're building the kind of AI that follows up. That knows the people in your life and nudges you to reach out when it matters. That sends you a poem, just because. The goal is conversations that lead somewhere real. Maybe it's a text you send to a long lost friend. A hobby you pick up again. A moment you show up for yourself.
Everyone else is building AI that thinks. We're building AI that cares.
Lifecycle & CRM Specialist
About this role
Millions of people have already met Replika: free users who haven't upgraded yet, subscribers who've lapsed, and people who signed up years ago and drifted away. Almost none of them hear from us in a way that's worth opening. That's the biggest untapped channel we have, and you'll own it.
You'll build our lifecycle program from the ground up. Email first, then in-app messages, push and any other channel that gets the right message to the right person at the right moment. Onboarding, free-to-paid conversion, renewals, win-back, product launches. The goal is revenue and retention, not open rates.
This is a hands-on role. You'll help set the lifecycle strategy and build it yourself: the segments, the flows, the copy, the tests and the reporting.
Our users are in almost every country, so you'll work within consent and privacy rules for a global audience, and you'll know how to design a program that is both compliant and effective.
What You’ll Be Doing
Build the core lifecycle flows: onboarding, free-to-paid conversion, intro offers ending, renewals, cancellation saves and win-back.
Convert free users. Work with product on in-app messages and offers that move people to paid at the right moment.
Reactivate our base. Plan and run campaigns to lapsed users and our long-dormant email list, cleanly and within consent.
Segment and personalize with product and subscription data, so each person gets the message that fits where they are.
Test everything: timing, subject lines, offers, channels. Keep what wins and kill what doesn't.
Own deliverability, list health and the reporting that ties every flow to revenue.
What We’re Looking For
Hands-on lifecycle or CRM experience at a consumer subscription app, with revenue results you can show.
You've built flows yourself in a modern messaging platform like Braze, Customer.io, Iterable or Klaviyo.
Strong with data. You build your own segments and read your own results without waiting for an analyst.
You understand compliant communication for a global audience: consent, unsubscribes, GDPR, CAN-SPAM and their equivalents.
You write good copy, or know exactly how to brief and edit it.
You shape the strategy and do the implementation yourself.
Excellent written English.
Bonus Points
In-app messaging and push experience on iOS and Android.
Deliverability experience: domain reputation, warming, and bringing a large dormant list back safely.
Experience with web and app subscription billing and the events it sends.
You've worked on a product where trust and tone really matter.
What You’ll Get
Flexible job schedule and generous vacation policy.
Direct impact on millions of worldwide users within months.
Push the boundaries of applied AI in a consumer setting.
Fully remote, able to work CET hours.
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: London
Workplace: Hybrid
Synthesia is the world’s leading AI video platform for business, used by over 90% of the Fortune 100. Founded in 2017, the company is headquartered in London, with offices and teams across Europe and the US.
As AI continues to shape the way we live and work, Synthesia develops products to enhance visual communication and enterprise skill development, helping people work better and stay at the center of successful organizations.
Following our recent Series E funding round, where we raised $200 million, our valuation stands at $4 billion. Our total funding exceeds $530 million from premier investors including Accel, NVentures (Nvidia's VC arm), Kleiner Perkins, GV, and Evantic Capital, alongside the founders and operators of Stripe, Datadog, Miro, and Webflow.
Location: Europe remote or London hybrid
THE ROLE:
Synthesia is used by over 90% of the Fortune 100. The largest deployments now run thousands of creators across dozens of markets, languages, and compliance regimes. What decides whether those accounts expand or stall is not another avatar - it's whether admins, legal teams, and programme owners can actually stay in control.
We're looking for a Staff (L6) Product Designer to own that layer end-to-end: workspace setup and governance, the content lifecycle, and the analytics and integrations that close the loop. This is the work that turns a proof of concept into a seven-figure renewal, and right now it is wide open.
You'll operate as a senior IC: setting direction, influencing roadmap decisions (not just contributing), shaping bets with Product and Engineering leaders, and raising the bar on how we think about enterprise design problems.
WHAT YOU'LL BE DOING:
- Own the Enterprise surface end-to-end, from problem framing to shipped outcomes and iteration - often dealing with ambiguity. You'll reach out to the right stakeholders, get the right eyes in the room, and make decisions independently.
- Design complex governance and compliance systems that give admins, legal teams, and compliance officers genuine control and transparency. Examples include:
- Permission models and role hierarchies that scale across thousands of creators without collapsing into chaos.
- Audit log experiences that make compliance auditable - not just for the system, but for the humans who need to understand what happened.
- Workspace setup and identity workflows that integrate with real enterprise infrastructure (SSO, SCIM, MCP).
- License and billing models that admins can actually understand and manage at scale.
- Analytics and reporting that tell admins whether their deployment is working as intended.
- Work with technical constraints and possibilities. You'll develop fluency in APIs, widget architectures, developer hub patterns, and how backend systems shape what's actually achievable in the UX. You're not designing in isolation from engineering - you're designing in partnership with it.
- Drive pragmatic iteration. You'll scope ruthlessly, build POCs to get signal early, and iterate based on what you learn from enterprise customers.
- Set a design vision for our Enterprise surface and influence adjacent product areas to stay coherent. As things scale across SSO, compliance, analytics, and billing, you're keeping the mental model consistent.
YOU SHOULD APPLY IF YOU BRING:
- Significant experience designing complex, large-scale product surfaces - ideally admin dashboards, governance layers, analytics platforms, or other domains where system thinking matters.
- Technical fluency. You understand APIs, integrations, how services communicate, how widgets and developer hubs work. You can read a technical architecture doc and understand the constraints it creates for design. You don't need to be an engineer, but you think like one.
- Systems thinking: not just about interaction flows, but about enterprise systems. You understand how identity systems, compliance regimes, and scale constraints shape what's actually possible in the UX. You think in mental models and multi-step workflows, not single screens.
- Comfort operating in ambiguity: you can turn unclear and fast-moving problem spaces into crisp direction, and you do not wait for perfect clarity.
- Excellent communication in design reviews and cross-functional decision-making contexts.
- Experience designing workflows where trust, transparency, and user control are central - helping users feel confident in AI-driven outputs rather than confused or excluded.
- The ability to leverage feedback from users and customers to ensure the product continues to meet real needs - including enterprise users with high stakes around quality, compliance, and scale.
AT SYNTHESIA WE EXPECT EVERYONE TO:
- Put the Customer First
- Own it & Go Direct
- Be Fast & Experimental
- Make the Journey Fun
You can read more about this in this public Notion page: https://synthesia.notion.site/How-we-work-at-Synthesia-f794caa72f8446efb6be22b551ce0fa2
BENEFITS
- A flexible, remote friendly role based out of Europe or one of our hubs in London, Copenhagen, Munich, or Zurich.
- 25 days of annual leave + public holidays in the country where you are based.
- A generous referral scheme.
- Work from home set up.
- At Synthesia, you can work from anywhere (within reason) in the world for up to 60 days per year!
- A huge opportunity for career growth as you’ll help shape a market-defining product.
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/
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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
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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.
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Itasca, TX ; Midland, TX
Milwaukee, WI
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ГибридSan Francisco; Toronto; New York; Montreal; Seattle
ГибридseniorLondon
Yerevan, Armenia; Vienna, Austria; Brussels, Belgium; Sofia, Bulgaria; Zagreb, Croatia; Praha 114, Czechia; Paris, France; Nicosia, Cyprus; Tallinn, Estonia; Tbilisi, Georgia; Berlin, Germany; Athens, Greece; Budapest, Hungary; Rome, Italy; Dublin, Ireland; Riga, Latvia; Valletta, Malta; Vilnius, Lithuania; Podgorica, Montenegro; Oslo, Norway; Amsterdam, Netherlands; Chișinău, Moldova; Warsaw, Poland; Lisbon, Portugal; Bucharest, Romania; Bratislava, Slovakia; Madrid, Spain; Ljubljana, Slovenia; Ankara, Türkiye; Kyiv, Ukraine; London, United Kingdom
УдалённоseniorRemote, Canada; Remote, United States; The base salary range for this role’s listed level is currently for residents of the United States only
УдалённоUnited States (Remote); 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