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<h3>Job Description</h3>
Job Description
About Capvision 
We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences.
Build your career and unlock your potential at Capvision, one of the fastest growing expert networks in the world, providing primary research and consulting services to some of the largest private equity funds, hedge funds and consulting firms across the globe. Capvision is currently looking for a Sales Associate to assist with their continued rapid expansion into the Americas regions.
In this role, you will work with the Business Development team to identify, qualify, and build meaningful relationships with clients around the world. Our Business Development team is responsible for identifying Capvision users within new and existing accounts, as well as growing the relationship alongside our research team. This person will join a growing team that works with some of the largest investment management firms and consultancies in the world, helping to discover our client's business initiatives and acting as the Capvision advocate.
In this role, you will gain direct exposure to client outreach, relationship management and strong communication skills with significant career progression opportunities at our fast growing firm.
Job Responsibilities:
<ul>
<li>Demonstrate Capvision's value proposition across our entire universe of research services</li>
<li>Grow and track existing accounts to identify additional opportunities such as new users and up-selling opportunities</li>
<li>Lead generation: Connect with prospects through strong written and verbal communication</li>
<li>Gain commitment for an initial visit or initial call with a Senior Sales Associate</li>
<li>Assist Sales Team with user acquisition and prospecting strategies</li>
</ul>
Qualifications:
<ul>
<li>Strong academic background gained in any fully accredited undergraduate bachelor's degree program with a GPA of 3.3 or higher (finance or economics preferred)</li>
<li>6-8 months of professional sales or business development experience; new grads encouraged to apply</li>
<li>Proven sales experience in any field of professional sales; Familiar with selling directly or indirectly in a competitive landscape</li>
<li>Ability to work independently as well as part of a team in a fast-paced environment</li>
<li>Strong customer service skills with the ability to build rapport and trust with clients</li>
<li>Good with ambiguity and taking initiative, with agility to make things happen</li>
<li>Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced &amp; changing environment both independently &amp; collaboratively </li>
<li>Demonstrable ability to learn quickly and adapt to a growing, fast-paced working environment</li>
<li>Positive, motivated, goal-oriented mentality</li>
<li>Eligible to work in the US, including F-1 visa holders with Optional Practical Training (OPT) status of 3 years.</li>
</ul>
Preferred Qualifications: 
<ul>
<li>Experience with financial institutions, including but not limited to Hedge Funds, PE Firms, Asset Managers, and Consulting Firms</li>
<li>Familiar with sales tools such as Salesforce, LinkedIn Sales Navigator, and Pitchbook</li>
</ul>
Benefits + Compensation:
<ul>
<li>Competitive compensation and bonus program. Base salary of $68,000 + Sign-on bonus of $3,000 + 10% first year target performance bonus</li>
<li>Very fast paced and motivated culture</li>
<li>Great office, colleagues, and growth culture!</li>
<li>Paid vacation, sick days, and company holidays</li>
<li>Healthcare, vision, and dental plans</li>
<li>Tax-free commuter benefits program</li>
<li>Monday breakfast, weekly happy hours and events, free snacks and coffee/tea</li>
<li>Mobile phone reimbursement (Annual $600)</li>
<li>Monthly commuting stipend (Annual $1,200)</li>
<li>Company sponsored meal plan - FREE lunch ($1,200 value) </li>
<li>401K plan – 3% contribution</li>
</ul>
Capvision is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We don't believe in "perfect" candidates. If you want to work hard at a fast growing company, then Capvision is a place where you can grow. 
Website: <a href="http://www.capvision.com" target="_blank">www.capvision.com</a>

Sales Associate

<h3>Job Description</h3>
Job Description
Who We Are:
Founded in 2009, Reformation is a revolutionary lifestyle brand that proves fashion and sustainability can coexist. We combine stylish, vintage-inspired designs with sustainable practices, releasing limited-edition collections for individuals who want to look beautiful and live sustainably. Setting an example for the industry, Reformation remains at the forefront of innovation in sustainable fashion—running the first sustainable factory in Los Angeles, using deadstock and eco fabrics, tracking and sharing the environmental impact of every product, and investing in the people who make this revolution possible. The brand has also established itself as a pioneer in retail innovation, developing an in-store tech concept that brings the best of its online experience to its physical doors.
We are a future focused organization committed to the belief that the problems facing our planet and society can be solved through innovation, common sense and education. Being naked is the #1 most sustainable option. We're #2.
Here at Ref, we put people first. We know that you can't innovate and do cool stuff without having everyone on board. So we work to create a culture where everyone feels like they belong and where their voices are truly valued. We build an inclusive culture together and make a real impact along the way.
Sales Associate:
No position at Reformation is about the status quo, every team member is passionate about building a company rooted in excellence. Obsessed with customers and sustainability we use tech to create a unique interaction between our customers, employees, and the Reformation brand. The Associate will execute all efforts required to achieve individual sales goals.
Reporting to the Store Manager, essential responsibilities include but are not limited to:
What You'll Do:
<ul>
<li>Consistently meet and exceed sales goals.</li>
<li>Assist in clientele generation through customer engagement.</li>
<li>Contribute to an in-store experience for customers that both surprises and delights them. </li>
<li>Deliver and foster a culture of an excellent client experience through a customer first mindset to build long term loyal client relationships.</li>
<li>Deliver an elevated client experience acting as a brand ambassador - embody brand values, engage customers on the brand and share the stories of Reformation with a focus on educating on sustainability. </li>
<li>Maintain extraordinary customer experience feedback and scoring on service evaluation through NPS.</li>
<li>Understand the need for consistent inventory accuracy and controls in store. </li>
<li>Contribute to Loss Prevention in all areas of the business.</li>
<li>Uphold time and attendance policy.</li>
<li>Ensure the selling floor reflects the brand and concept standards at all times.</li>
<li>Share your deep knowledge about our product with genuine enthusiasm.</li>
<li>Communicate product feedback based on customer feedback so we can continuously make our product and merchandising better.</li>
<li>Help ensure that the store environment is inspiring and our product is easily accessible.</li>
<li>Understand the core values and culture of Reformation and reflect these in all efforts.</li>
<li>Maintain and uphold a professional, healthy, and productive work environment. </li>
</ul>
What you'll bring:
<ul>
<li>Experience working with a sales or retail organization and/or operationally intensive business.</li>
<li>Ability to work in a fast-paced setting.</li>
<li>Strong interpersonal skills and the ability to interact effectively with diverse personalities </li>
<li>Driven approach to take on new challenges with the self-motivation for your work and career </li>
</ul>
Part Time, Hourly
<ul>
<li>Available to work a minimum of 20 hours per week</li>
<li>Available to work a minimum of 3 days per week, weekends included</li>
<li>Able to work flexible schedule (days, nights, weekends, &amp; holidays if required to meet the needs of the business)</li>
</ul>
The Reformation is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or protected veteran status
Notice at Collection- Privacy Notice for California Candidates

Sales Associate, Part-Time - Westchester

<h3>Job Description</h3>
Job Description
Title: Audit Manager, Financial Services 
Department: Audit, Financial Services 
Supervises: Supervisors and below staff 
Role Type: Full-time 
Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)
ABOUT THE COMPANY:
Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
The Audit Manager in the Financial Services group here at Anchin will lead audit engagements for a diverse portfolio of financial services clients, including private equity, hedge funds, broker-dealers, and other investment firms. This role involves managing all phases of the audit process, ensuring compliance with relevant regulations and standards, and providing strategic insights to clients. The Audit Manager will also mentor staff and contribute to the growth and development of the audit practice.
RESPONSIBILITIES:
<ul>
<li>Lead and manage audit engagements from planning to completion for financial services clients.</li>
<li>Develop audit plans, including risk assessments and audit strategy.</li>
<li>Oversee the execution of audit procedures and ensure timely delivery of audit reports.</li>
<li>Review audit workpapers and ensure documentation complies with professional standards.</li>
<li>Build and maintain strong client relationships through regular communication and excellent service delivery.</li>
<li>Provide clients with strategic insights and recommendations for improving financial reporting and internal controls.</li>
<li>Address and resolve client issues promptly and effectively.</li>
<li>Stay abreast of regulatory changes and ensure audits are conducted in accordance with applicable laws and standards.</li>
<li>Advise clients on regulatory matters and best practices in financial reporting.</li>
<li>Supervise and mentor audit professionals while promoting a culture of continuous improvement and high performance within the audit team.</li>
</ul>
Qualifications:
Education:
<ul>
<li>Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.</li>
<li>CPA preferred. </li>
</ul>
Experience:
<ul>
<li>5+ years of experience in the financial services industry with private equity, hedge fund, and broker-dealer background.</li>
<li>Strong knowledge of auditing standards, financial reporting, and regulatory requirements specific to the financial services industry.</li>
<li>Leadership experience, with the ability to manage and motivate a team.</li>
<li>Great analytical and problem-solving skills.</li>
<li>Excellent communication and client relationship skills.</li>
<li>Proficient in using tax software and Microsoft Office applications.</li>
</ul>
Compensation:
<ul>
<li>Competitive annual salary in the range of $130,000 to $180,000 based on individual's experience level.</li>
</ul>
Anchin provides comprehensive benefits, which you can view here. 
Attributes:
<ul>
<li>Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.</li>
<li>Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.</li>
<li>Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.</li>
<li>Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.</li>
<li>Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.</li>
<li>Technologically Proficient: Ability to apply technology solutions to work.</li>
<li>Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.</li>
<li>Action Oriented: Proactively seeks out new and challenging work.</li>
<li>Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.</li>
</ul>
Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at <a href="mailto:recruit@anchin.com" target="_blank">recruit@anchin.com</a>

Audit Manager, Financial Services

<h3>Job Description</h3>
Job DescriptionPosition Summary:We are seeking a skilled and servant-leader minded Scrum Master to facilitate and guide our Agile teams in delivering high-quality products. The ideal candidate is passionate about Agile principles, experienced in coaching teams, and adept at removing impediments to ensure team success.Key Responsibilities:
<ul>
<li>Act as a servant leader and coach for one or more Agile teams.</li>
<li>Facilitate all Scrum ceremonies (Sprint Planning, Daily Standups, Sprint Reviews, Retrospectives).</li>
<li>Remove team impediments and foster an environment of continuous improvement.</li>
<li>Guide teams to higher levels of Agile maturity, at a pace that is sustainable and comfortable for them.</li>
<li>Shield the team from outside distractions and interruptions.</li>
<li>Ensure the team adheres to Agile values, principles, and practices.</li>
<li>Work with Product Owners to ensure a well-prepared and prioritized backlog.</li>
<li>Promote transparency, inspection, and adaptation within the team and with stakeholders.</li>
<li>Collect, analyse, and present metrics that help the team and organization improve delivery.</li>
</ul>
Qualifications:
<ul>
<li>Bachelor's degree in Computer Science, Business, or related field.</li>
<li>5+ years of experience as a Scrum Master, Agile Coach, or similar role in an Agile environment.</li>
<li>Scrum Master certification (CSM, PSM I, or equivalent) required.</li>
<li>Strong understanding of Agile frameworks (Scrum, Kanban, SAFe, LeSS, etc.) and their underlying principles.</li>
<li>Excellent facilitation, conflict resolution, and servant leadership skills.</li>
<li>Experience working with distributed and cross-functional teams.</li>
<li>Familiarity with Agile tools (Jira, Rally, VersionOne, etc.) is a plus.</li>
</ul>
Preferred Skills:
<ul>
<li>Advanced Scrum Master or Agile Coach certification (PSM II, CSP-SM, SAFe SPC, etc.).</li>
<li>Experience in scaled Agile environments.</li>
</ul>
Remote Pay Range$70—$75 USD

Scrum Master

<h3>Job Description</h3>
Job Description
The Company: 
At impact.com our culture is our soul. We are passionate about our people, our technology, and are obsessed with customer success. Working together enables us to grow rapidly, win, and serve the largest brands in the world. We use cutting edge technology to solve real-world problems for our clients and continue to pull ahead of the pack as the leading SaaS platform for businesses to automate their partnerships and grow their revenue like never before. We have an entrepreneurial spirit and a culture where ambition and curiosity is rewarded. If you are looking to join a team where your opinion is valued, your contributions are noticed, and enjoy working with fun and talented people from all over the world, then this is the place for you!
impact.com, the world's leading partnership management platform, is transforming the way businesses manage and optimize all types of partnerships—including traditional rewards affiliates, influencers, commerce content publishers, B2B, and more. The company's powerful, purpose-built platform makes it easy for businesses to create, manage, and scale an ecosystem of partnerships with the brands and communities that customers trust to make purchases, get information, and entertain themselves at home, at work, or on the go. To learn more about how impact.com's technology platform and partnerships marketplace is driving revenue growth for global enterprise brands such as Walmart, Uber, Shopify, Lenovo, L'Oreal, and Fanatics visit <a href="http://www.impact.com" target="_blank">www.impact.com</a>.
Your Role at impact.com:
We are seeking a results-driven Publisher Business Development Executive to join our team and play a key role in expanding our Growth Package solutions to publishers. In this role, you will be responsible for identifying, closing, and nurturing partnerships with digital publishers, aligning our Growth offerings to their business needs. The ideal candidate has a strong background in sales, digital media, or mar tech, with a passion for building relationships and delivering value-driven solutions.
What You'll Do:
Prospecting and Lead Generation: 
<ul>
<li>
<ul>
<li>Identify and target potential publishers through market research, outreach, industry events, and networking to generate new leads.</li>
<li>Establish and maintain relationships with key stakeholders within the publishing industry.</li>
</ul>
</li>
</ul>
Sales and Revenue Generation:
<ul>
<li>
<ul>
<li>Offer and sell premium services and solutions that align with publishers' needs, demonstrating a deep understanding of the platform's capabilities.Own the full sales cycle from prospecting to closing. </li>
<li>Lead tailored product demonstrations and presentations that clearly articulate the value proposition of the offering to publisher decision-makers. </li>
<li>Work closely with legal and finance teams to finalize contracts, ensuring favorable terms and a smooth handoff to customer success or onboarding teams.</li>
<li>Develop customized revenue generation strategies for publishers to increase their earnings.</li>
</ul>
</li>
</ul>
Pipeline and CRM Management:
<ul>
<li>
<ul>
<li>Maintain accurate and up-to-date records of sales activities, deal stages, and forecasts in Salesforce to ensure visibility and accountability</li>
</ul>
</li>
</ul>
Cross-functional Collaboration:
<ul>
<li>
<ul>
<li>Partner with publisher development teams to ensure smooth onboarding, effective campaign execution, and feedback loops that refine our offering based on publisher needs and market trends.</li>
</ul>
</li>
</ul>
Renewals and Upselling:
<ul>
<li>
<ul>
<li>Monitor account health and proactively engage clients to secure renewals, introduce new solutions, and drive incremental revenue.</li>
</ul>
</li>
</ul>
What You Have:
<ul>
<li>Bachelor's degree in Business, Marketing, or a related field. MBA is a plus or equivalent experience</li>
<li>Proven track record in publisher business development within the digital media or affiliate marketing industry.</li>
<li>Exceptional communication and negotiation abilities.</li>
<li>Experience succeeding in a goal-driven environment</li>
<li>Team-oriented, coachable, self-starter</li>
<li>Analytical mindset with the ability to translate data into actionable insights.</li>
<li>Strategic thinker with the ability to drive initiatives that contribute to overall business growth.</li>
</ul>
Salary Range: $175,000- $200,000 per year, plus 25% Variable Commission Plan and generous stock (RSU) award.
*This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.
Benefits (Perks)
<ul>
<li>Medical, Dental and Vision insurance</li>
<li>Unlimited responsible PTO</li>
<li>Flexible work hours</li>
<li>Parental Leave</li>
<li>Technology Stipend </li>
<li>Continued access to Affiliate &amp; Partnerships Industry Fundamentals Certification by PXA</li>
<li>Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled. </li>
<li>Flexible spending accounts and 401(k)</li>
<li>An employee-led culture team that plans inclusive events- meaning time together and other events to celebrate our many successes!</li>
<li>An established company with a cool, high-velocity work ethos, where each person can make a difference!</li>
</ul>
impact.com is proud to be an equal-opportunity workplace. All employees and applicants for employment shall be given fair treatment and equal employment opportunity regardless of their race, ethnicity or ancestry, color or caste, religion or belief, age, sex (including gender identity, gender reassignment, sexual orientation, pregnancy/maternity), national origin, weight, neurodivergence, disability, marital and civil partnership status, caregiving status, veteran status, genetic information, political affiliation, or other prohibited non-merit factors.
#LI_NewYork_NewYork

Senior Publisher Business Development Executive

<h3>Job Description</h3>
Job DescriptionCHEF-IN-TRAINING
[Restaurant Team Member]
$16.50 - $18 / hour depending on experience + $2-3/hour in tips + MORE BENEFITS!
ABOUT THE ROLE:
The next generation of chefs are evolving in DIG restaurants.
Our scratch based kitchens are built around people with a true passion for real good food. We teach individuals who are excited to share their enthusiasm for food and transform them into skilled chefs. You will advance and gain the ability to work with food, develop leadership skills, and stay sharp in our fast-pace culinary environment. If you are seeking a community where education, purpose, and taste matter, we encourage you to join our fa(r)m.
YOU WILL: 
<ul>
<li>Prep, mix, and cook vegetables, proteins, grains etc using recipes as a guide and taste buds for validation. </li>
<li>Gain exposure to different stations within the DIG kitchen including but not limited to garde manger, grill, roast, market line, guest concierge and delivery/packout.</li>
<li>Speak to current menu offerings, seasonality, and ingredients with guests - making their day as you provide them with a delicious scratch-made meal (aka: marketbowl).</li>
<li>Work to support the team during peak and off peak service, by pitching in wherever and whenever necessary.</li>
<li>Multi-task and move in the kitchen for extended periods of time. These physical requirements may be accomplished with or without reasonable accommodations.</li>
<li>Help to maintain the "A" lettergrade by following Department of Health and DIG food safety standards. </li>
<li>Demonstrate professional maturity and strictly uphold DIG's anti-discrimination &amp; anti-harassment policies. </li>
<li>Go home feeling fulfilled knowing you are a part of a bigger mission to rebuild the food system.</li>
</ul>
YOU HAVE: 
<ul>
<li>A passion for real, good food and a desire to learn culinary practices and skills. </li>
<li>The ability to demonstrate and execute a strong work ethic.</li>
<li>The ability to perform physical requirements of the position (frequently lifting up to 25 pounds, occasionally lifting up to 50 pounds). These physical requirements may be accomplished with or without reasonable accommodations.</li>
<li>The ability to perform other physical requirements such as seeing, hearing, speaking, reaching, bending, and moving intermittently during working hours. These physical requirements may be accomplished with or without reasonable accommodations.</li>
<li>A team-oriented focus. You have a deep appreciation for the people you work with and help to support the restaurant's success. </li>
<li>Excellent communication skills, both verbal and written.</li>
<li>A desire to create exceptional employee &amp; guest experiences.</li>
<li>An eye for detail and solving challenges. </li>
<li>A desire for growth in our brigade.</li>
</ul>
WORK PERKS: 
Aside from the standard job description fare (competitive pay) we also offer:
<ul>
<li>Opportunities for GROWTH in a TEAM environment</li>
<li>Competitive Pay &amp; potential to earn tips</li>
<li>Paid Time Off</li>
<li>401K programming</li>
<li>Parental leave</li>
<li>Thanksgiving, Christmas and other Holidays Off</li>
<li>Flexible Scheduling: Part Time and Full Time Hours</li>
<li>Complimentary DIG lunch everyday</li>
<li>Commuter Benefits</li>
</ul>
ABOUT US: To learn more about our mission and food please visit our website at: <a href="https://www.diginn.com/mission" target="_blank">https://www.diginn.com/mission</a>
NOTE: DIG believes in the power of a shared table to bring people together as we are committed to building a culturally inclusive team. Female, LGBTQ+, BIPOC, and diverse candidates are encouraged to apply
Additional Role Note: 
The duties of this position may change from time to time. DIG reserves the right to add or delete duties and responsibilities at the discretion of Dig or its managers. This job description is intended to describe the general level of work being performed. It is not intended to be all-inclusive.
DIG is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, age, ancestry, creed, color, religion, gender, sexual orientation, pregnancy, childbirth, breastfeeding or related condition, unemployment status, gender identity or expression, transgender status or gender dysphoria, marital status, domestic violence, sexual violence or stalking victim status, national origin, citizenship, disability, covered veteran and/or military status, genetic information or predisposing genetic characteristic, familial status as that term is described under the New York State Human Rights Law, caregiver or partnership status as those terms are defined under the New York City Human Rights Law (if you are employed in New York City) or other protected status or any other characteristic as protected under applicable federal, state and local law ("Protected Status").

Customer Service Team Leader, Lenox Hill

<h3>Job Description</h3>
Job Description
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. 
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
WHO ARE WE LOOKING FOR?
We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. 
Our mission-driven Client Success team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Client Success Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.
WHAT WILL YOU BE DOING?
Day-to-day you will be expected to:
<ul>
<li>Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.</li>
<li>Help manage client expectations to avoid any disconnects with process and timing standards.</li>
<li>Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction.</li>
<li>Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools.</li>
<li>Share data-driven insights with our product teams to improve our platform and planning roadmap.</li>
<li>Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.</li>
<li>Being the friendly, knowledgeable first point of contact for inbound inquiries. </li>
<li>Conducting appropriate and timely follow up to ensure the highest level of service. </li>
<li>Communicating in a relatable, humanized way to promote trust and allegiance.</li>
<li>Creating tickets and providing follow-up as required.</li>
<li>Adhering to client-facing and internal Service Level requirements.</li>
<li>Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.</li>
<li>Posting interaction within our tooling to document updates to client accounts.</li>
</ul>
REQUIREMENTS
The Necessities:
<ul>
<li>Team mentality and the ability to multitask while attending to a high volume of incoming inquiries </li>
<li>Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications</li>
<li>Strong commitment to superior customer service</li>
<li>Positive and proactive attitude</li>
<li>Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office</li>
<li>Excellent attention to detail and accuracy, proficient with numbers and basic calculations</li>
<li>Must be willing to work 9am ET to 6pm ET</li>
</ul>
The Extras:
<ul>
<li>Retirement industry experience</li>
<li>Series 6, 7, 63, 65, 66</li>
<li>QKA, QKC</li>
</ul>
This role will be based in our New York City HQ, Austin, TX, or King of Prussia PA, and will be part of Vestwell's hybrid in-office operation (4x per week)
The expected base salary range for this position is $50K - $55K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from <a href="mailto:recruiting@vestwell.com" target="_blank">recruiting@vestwell.com</a> any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Coordinator, Client Services

<h3>Job Description</h3>
Job DescriptionPinwheel - Building the future of financial services in partnership with the biggest brands
"I love my banking app!" said no one, ever.
Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Chime, Cash App, Credit Karma, American Express, Discover, Intuit, Acorns, Visa and more. 
If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. 
If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. 
If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! 
Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more.
What are we looking for?
Build. Scale. Drive Impact.
At Pinwheel, we're not just building products—we're redefining what's possible in fintech. On the Customer Success team, you'll be the driving force behind our customers' success, working with everyone from trailblazing Enterprise fintechs to ambitious Credit Unions. Your mission? Help them crush their goals using our powerful API-driven platform.
This isn't your average CS role. You'll be hands-on from Day 1—leading onboarding with precision, optimizing usage for max impact, and uncovering expansion opportunities that nobody else saw coming. You'll learn the ins and outs of our API, mastering everything from implementation to troubleshooting, while crafting onboarding processes that scale as we do.
Once customers are live, you're the go-to—an extension of their team. You'll analyze performance metrics, strategize optimizations, and bring fresh ideas to the table that transform "good enough" into "game-changing." Through strong, authentic relationships with decision-makers, you'll spot new use cases, pitch compelling solutions, and work side-by-side with Sales to unlock growth.
If you thrive in fast-paced, zero-to-one environments where your impact is massive and your hustle is noticed, Pinwheel is where you want to be.
What will you be doing?
You will be a key factor in driving Pinwheel's next stage of growth. More concretely, you will:
<ul>
<li>Own the overall relationship for assigned customers, often organizing multiple projects concurrently with customers.</li>
<li>Support customers throughout their entire Pinwheel lifecycle, including implementation, renewal and growth. </li>
<li>Provide technical guidance for customers during implementation and when rolling out new products.</li>
<li>Identify expansion opportunities by focusing on growing usage and partnering with Account Managers to uncover additional upsell sales opportunities.</li>
<li>Execute against Account plans you develop in collaboration with Account Managers and the Head of Success.</li>
<li>Contribute to department process and documentation.</li>
<li>Deliver superior, proactive customer success services to Pinwheel customers.</li>
</ul>
Timeline for a successful CSM at Pinwheel.
With the support of the existing Success Team, you will achieve the following:
<ul>
<li>In the first 30 days, you will be able to give a demo of how Pinwheel works in preparation for onboarding your first customer.</li>
<li>In the first 45 days, assume ownership of 5-10 customer accounts</li>
<li>In the first 60 days, deliver your first account review (QBR)</li>
<li>In the first 90 days, own 20+ customer accounts</li>
<li>In the first 120 days, identify and help close your first upsell.</li>
</ul>
What skills are necessary?
<ul>
<li>5-7 years experience in Customer Success or Account Manager role</li>
<li>Proven experience in technical role supporting technical product or API based product</li>
<li>Experience working with large and/or Enterprise customers (ARR $1m+)</li>
<li>Passion and demonstrated experience in understanding complex systems (APIs, database,etc), and finding solutions to technical problems.</li>
<li>Experience building and executing against Account Plans, including coordinating multiple roles on both sides of relationship</li>
<li>Demonstrable track record of being scrappy, and finding creative solutions to tough, and oftentimes ambiguous problems</li>
<li>Early-stage startup experience is highly valued, but not required</li>
<li>Attention to detail and adherence to plans developed in conjunction with customers for events like onboarding, new product launch, Proof of Concepts, etc.</li>
</ul>
Why join Pinwheel?
Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company.
Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey.
Build something revolutionary - Help build the products on the bleeding edge of financial services!
Benefits included:
<ul>
<li>Great compensation &amp; equity packages</li>
<li>Full medical, dental, and vision benefits</li>
<li>Life &amp; short-term disability insurance</li>
<li>Unlimited vacation</li>
<li>Paid parental leave</li>
<li>401K for retirement planning</li>
<li>Mentorship opportunities</li>
<li>Free Citibike membership</li>
<li>Pet friendly offices and Zoom spaces</li>
</ul>
This role is based in New York City and involves occasional travel (10-20%).
At Pinwheel, total compensation is made up of salary + equity + benefits. We recruit motivated and high performing talent, and work to compensate people in line with the value they can bring to the organization in delivering outsized results. The talent market is competitive, and maintaining our ability to recruit and retain the best team possible is a top priority for Pinwheel. When creating an offer, we consider interview performance, candidate experience, external market competitiveness, and internal equity in thoughtfully assessing compensation. The base cash salary range for this role is $144,000 - $156,000 base with on track total earnings (OTE) of $160,000 - $180,000.
Diversity &amp; Inclusion at Pinwheel
At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

Sr. Customer Success Manager

<h3>Job Description</h3>
Job Description
MetTel is a global communications solutions provider with the most complete suite of fully managed services that focus on secure connectivity, and network and mobility services. We simplify communications and networking for business and government agencies. Our customers include many of the Fortune 500, and Gartner recognizes us as an industry leader. We have the broadest portfolio of technology and integrated partnerships, as well as our private network, which we use to create tailored solutions design, deployment, and ongoing management, driving cost savings, efficiency, innovation, and the ability to focus on core objectives.
We believe that each team member is a key to the success and sustainability of the group. In order to achieve this, we offer an environment where all professionals can grow and develop their skills and competencies, collaborate with diverse professionals, share knowledge and enjoy a rewarding career. 
We are seeking a highly motivated and detail-oriented Executive Project Manager to join our team! The ideal candidate is a recent college graduate with a passion for technology and project management. You will work closely with cross-functional teams to ensure projects are delivered on time, within scope, and aligned with business goals. This role requires excellent communication skills, a proactive approach, and the ability to manage multiple tasks efficiently.
Key Responsibilities:
Strategic Planning &amp; Execution • Partner with theVP of Mobility to develop and implement business strategies. • Track and drive execution of strategic initiatives, ensuring alignment with company goals. • Identify and address key business challenges, providing data-driven recommendations. Leadership &amp; Decision Support • Serve as a strategic advisor and sounding board to theVP of Mobility on critical business decisions. • Assist in prioritizing and managing key mobility initiatives. • Prepare reports, presentations, and analysis to support executive decision-making. Project &amp; Program Management • Oversee and coordinate high-priority projects within the mobility division. • Manage cross-functional teams, ensuring seamless collaboration between departments. • Monitor key performance metrics and report progress to leadership. Operational Efficiency &amp; Process Improvement • Streamline workflows, processes, and internal operations to enhance productivity. • Implement best practices for reporting, tracking, and accountability. • Identify inefficiencies and drive continuous improvement initiatives. Communication &amp; Stakeholder Engagement • Act as a liaison between the VP of Mobility and internal/external stakeholders. • Ensure clear and effective communication across teams and leadership. • Facilitate executive meetings, prepare briefings, and track follow-ups.
Desires Skills &amp; Experience:
<ul>
<li>Bachelor's degree in Business, Telecommunications, or a related field (MBA preferred).</li>
<li>7+ years of experience in strategic planning, operations, or leadership roles, preferably within telecom or technology sectors.</li>
<li>Strong understanding of the mobility/telecommunications industry, including trends and competitive landscape.</li>
<li>Exceptional problem-solving, analytical, and decision-making skills.</li>
<li> Excellent communication, presentation, and interpersonal abilities.</li>
<li> Ability to manage multiple priorities, work under pressure, and drive execution.</li>
<li>Experience with financial analysis, forecasting, and performance tracking.</li>
</ul>
*The salary range reflected is a good faith estimate of base pay for the primary location of the position. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay for this position is up to $175,000 annually. Pay varies by work location and may also depend on job -related knowledge, skills, experience and abilities of the successful candidate. Your recruiter can share more about the specific salary range for the job location during the hiring process.
Keywords: #Project Management, #Operations, #Mobility 
MetTel is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. 
To learn more about our company visit us at <a href="http://www.mettel.net" target="_blank">www.mettel.net</a>

Chief of Staff - Executive Project Manager - Mobility

<h3>Job Description</h3>
Job Description
About Us
One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive.
Employment type:
<ul>
<li>Per diem, hourly clinician role</li>
<li>Considered Casual employment</li>
<li>8-23 patient care hours per week</li>
</ul>
What you'll be working on:
<ul>
<li>Seeing patients with a broad array of patient needs; conducting a mix of acute, chronic, and well visits (not a panel-building role)</li>
<li>Treating patients in-office as well as conducting occasional tele-health visits</li>
<li>Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams </li>
<li>Utilization of your specific clinical training and opportunities to perform in-office procedures </li>
</ul>
One Medical providers also demonstrate:
<ul>
<li>A passion for human-centered primary care </li>
<li>The ability to successfully communicate with and provide care to individuals of all backgrounds </li>
<li>The ability to effectively use technology to deliver high quality care</li>
<li>Clinical proficiency in evidence-based primary care</li>
<li>The desire to be an integral part of a team dedicated to changing healthcare delivery</li>
<li>An openness to feedback and reflection to gain productive insight into strengths and weaknesses</li>
<li>The ability to confidently navigate uncertain situations with both patients and colleagues</li>
<li>Readiness to adapt personal and interpersonal behavior to meet the needs of our patients</li>
</ul>
Education, licenses, and experiences required for this role:
<ul>
<li>Completed an accredited NP program with a national certification </li>
<li>In the past 5 years, practiced as an Advanced Practitioner for at least:
<ul>
<li>2 years in an outpatient primary care setting, OR </li>
<li>1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting</li>
</ul>
</li>
<li>State licensed in New York, obtained by your One Medical start date</li>
</ul>
Benefits 
<ul>
<li>Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%</li>
<li>UpToDate Subscription - An evidence-based clinical research tool</li>
<li>One Medical Issued laptop (to allow for secure access to our EHR)</li>
<li>Sick Time PTO eligible in accordance with local requirement</li>
</ul>
This is an hourly role across multiple locations in multiple offices across Manhattan, NY.
One Medical is committed to fair and equitable compensation practices.
The hourly rate for this role is $94.00. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. Additional pay may be determined for those candidates that exceed these specified qualifications and requirements. The total compensation package for this position may also include benefits. For more information, visit <a href="https://www.onemedical.com/careers/" target="_blank">https://www.onemedical.com/careers/</a>
One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire:
Taking care of you today
<ul>
<li>Paid sabbatical for every five years of service</li>
<li>Free One Medical memberships for yourself, your friends and family</li>
<li>Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues</li>
<li>Competitive Medical, Dental and Vision plans</li>
<li>Pre-Tax commuter benefits</li>
<li>PTO cash outs - Option to cash out up to 40 accrued hours per year</li>
</ul>
Protecting your future for you and your family
<ul>
<li>401K match</li>
<li>Credit towards emergency childcare</li>
<li>Company paid maternity and paternity leave</li>
<li>Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance</li>
<li>Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance</li>
</ul>
In addition to the comprehensive benefits package outlined above, practicing clinicians also receive
<ul>
<li>Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%.</li>
<li>UpToDate Subscription - An evidence-based clinical research tool</li>
<li>Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education</li>
<li>Rounds - Providers end patient care one hour early each week to participate in this shared learning experience</li>
<li>Discounted rate to attend One Medical's Annual REAL primary care conference</li>
</ul>
One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.

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