"At Facet we're revolutionizing financial planning by prioritizing exceptional member experiences that empower individuals to achieve their financial goals. As a Member Experience Specialist you'll be a vital player expertly resolving billing and technical inquiries and proactively guiding members through complex investment rollovers and transfers across various platforms. Through virtual meetings phone calls or email you'll leverage your strong financial services knowledge to confidently navigate complex scenarios and empower members to act on the financial advice given by their Facet CFP. Your contributions go beyond individual interactions as you'll also collaborate with the team to analyze the member experience identify root causes of issues and develop solutions that continuously enhance satisfaction. If you're a passionate problem-solver with a knack for building rapport eager to learn and ready to make a positive impact on people's lives join the Facet team and help us transform financial experiences! Facet is seeking a highly motivated and customer-centric Member Experience Specialist for a 3-6 month contract. This role is crucial in delivering a ""white glove"" onboarding experience for our new members and seamlessly managing ACAT (Automated Customer Account Transfer) transfers. The ideal candidate will possess exceptional communication skills meticulous attention to detail and a deep commitment to providing outstanding service. Responsibilities: White Glove Onboarding: + Guide new members through a personalized and high-touch onboarding process ensuring a smooth and positive introduction to Facet. + Proactively communicate with members to gather necessary information and documentation. + Educate members on Facet's services platform and benefits. + Act as the primary point of contact for new members addressing questions and concerns with professionalism and efficiency. + Collaborate closely with financial planners and other internal teams to ensure a coordinated and comprehensive onboarding experience. ACAT Transfer Management: + Manage the end-to-end ACAT transfer process for new and existing members ensuring accuracy and timely completion. + Communicate regularly with members regarding the status of their transfers. + Liaise with external custodians and transfer agents to resolve any issues or discrepancies. + Maintain detailed records of all transfer activities and communications. + Proactively identify and escalate potential challenges or delays in the transfer process. Member Support: + Provide ad-hoc support to members as needed addressing inquiries related to their accounts services or general Facet operations. + Maintain a thorough understanding of Facet's products services and policies to effectively assist members. + Document all member interactions accurately in our CRM system. Requirements 2+ years of experience in a customer service client relations or member experience role preferably within the financial services industry. Demonstrated experience with white glove service or high-touch client management. Strong understanding of investment account transfers particularly ACATs is highly desirable. Excellent written and verbal communication skills with the ability to articulate complex information clearly and concisely. Exceptional organizational skills and meticulous attention to detail. Proficiency in CRM software and Google Suite. Ability to work independently and manage multiple priorities in a fast-paced environment. Proactive problem-solver with a strong ability to anticipate member needs. A ""can-do"" attitude and a genuine passion for helping others. Preferred Skills & Experience: You have experience supporting investment account rollovers electronic ACH and manual transfers You have experience with managing messaging inbox as well other help desk ticketing platforms You have experience with phone support along with chat/screen share walkthroughs You are willing to fully adopt and champion the Facet brand internally and externally You have superb communication organizational and client service skills You have excellent computer skills along with the ability to learn in-house software and tools You are able to work independently and as a member of a team balance multiple responsibilities simultaneously and demonstrate exceptional time and calendar management skills You constantly push the upper bound and are innovative in how you think about solving problems You have a passion for helping people reach their financial goals Benefits Contract Terms: 3 Month Assignment (possible extension) 35-40 hours billable per week $30-$35 Hourly Rate 1099 100% Remote - Work from anywhere in the US"

About Avalere Health United by one profound purpose: to reach EVERY PATIENT POSSIBLE. At Avalere Health we ensure every patient is identified treated supported and cared for. Equally. Our Advisory Medical and Marketing teams come together – powerfully and intentionally – to forge unconventional connections building a future where healthcare is not a barrier and no patient is left behind. Achieving our mission starts with providing enriching purpose-driven careers for our team that empower them to make a tangible impact on patient lives. We are committed to creating a culture where our employees are empowered to bring their whole selves to work and tap into the power of diverse backgrounds and skillsets to play a part in making a difference for every patient everywhere. Our flexible approach to working allows our global teams to decide where they want to work whether in-office or at home based on team and client need. Major city hubs in London Manchester Washington D.C. and New York and smaller offices globally serve as collaboration hubs allowing our teams to come together when it matters. Homeworkers are equally supported with dedicated social opportunities and resources. Our inclusive culture is at the heart of everything we do. We proudly support our employees in bringing their whole selves to work with our six Employee Network Groups – Diverse Ability Family Gender LGBTQ+ Mental Health and Race/Ethnicity. These groups provide opportunities to promote diversity equity and inclusion and to connect learn and socialise through regular meetings and programs of activity. We are an accredited Fertility Friendly employer with our Fertility Policy enhanced parental leave and culture of flexibility ensuring every employee feels supported across their family planning journey and can work in a way that suits their family’s needs. We are deeply invested in supporting professional growth for our employees through day-to-day career experiences access to thousands of on-demand training sessions regular career conversations and the opportunity for global cross-capability career moves. We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability long term health condition or are neurodiverse. If you'd like to apply and need adjustments made you can let us know in your application. About the role The SVP Client Services is a skilled relationship builder possessing deep pharma marketing experience and a proven ability to make meaningful connections. They are particularly skilled in unifying and motivating cross-functional teams toward strategic thinking and marketing solutions to achieve our client’s business goals. This person can assess the perspectives of team members to ultimately own the final decision on agency recommendations and escalation issues for their book of business. The SVP Client Services is an inspiring people leader motivating team members to deliver for each other and for our clients. This individual ensures client satisfaction and sets the pace and approach for developing strong client-agency relationships. The SVP Client Services leads and collaborates on key initiatives in people development process improvements and operational excellence in support of effective client delivery. This person is a skilled relationship builder possessing deep pharma marketing experience and proven success in the senior-most Account Management roles. They are particularly skilled in leading a team of Account professionals and unifying and motivating cross-functional teams toward strategic thinking and marketing solutions to achieve our client’s business goals. The person in this role can listen interpret and anticipate client needs grounded in extensive knowledge of the client’s business markets and marketing mix. The SVP Client Services is constantly seeking and partnering with our clients and internal teams to generate innovative ideas that drive more and better engagement for our client’s brands and strengthen our client’s business. As a business leader this individual possesses strong financial acumen and effectively manages to achieve revenue forecast and margin. The individual in this role can cogently outline financial and staffing issues for the GM and executive management getting out in front of any client staffing or financial issues that might put the business at risk. The SVP Client Services is a seasoned agency leader who is often the face of the Avalere Health brand at a client organization. This person operates internally and externally with integrity empathy and respect ### What you'll do Client Services Team Leadership Provides strong engaged leadership effectively directs team members to meet expectations and accomplish organizational team and individual goals Establishes priorities on brands and contributes to team discussions and problem-solving Exhibits superior interpersonal skills to lead motivate and unify team and ensure a positive employee experience Develops team members through coaching mentoring performance management and training and development Leadership and guidance of a team of VP Account leaders strengthening and growing our next level leaders Is an organizational leader highly refined positive internal working relationships at all levels and within all Avalere Health groups Demonstrates success as an effective agency leader with the ability to drive both client and internal team initiatives. A proactive and dynamic professional with strong business acumen exceptional people skills and high emotional intelligence. Ability to act decisively with a strong sense of urgency and self-motivation rather than relying on external prompts. Proven capability to lead clients and internal teams towards a unified vision ensuring that strategic marketing plans and goals are achieved. Deeply focused on business objectives with a robust understanding of brand and engagement metrics as well as sales projections. Strong grasp of the client’s business landscape emphasizing strategic alignment between marketing efforts and business goals. Client Relationship Management/Building Exhibits mastery in leading positive client relationships in complex situations resolving client issues and strengthening client engagement Builds and nurtures relationships at senior levels within the client organization through regular communication and leadership of quarterly business reviews Able to triage and manage the most sensitive client discussions including those related to escalation issues Owns the final decision on agency recommendations and escalation discussions related to client relationship issues Knows how our client’s performance is measured and grounds agency solutions in what matters most to our clients Strategic Advisor Has deep knowledge of the pharma industry and understands and keeps pace with the issues and opportunities facing our clients’ businesses Possesses experience across all dimensions of marketing planning and budget development contributes to annual brand planning with cross-functional team Has experience working with brands through all phases of the lifecycle including strong pre-launch disease education and launch experience Provides strategic counsel to clients by solving specific client business problems and delivering recommendations that meets the client’s business needs and establish Avalere Health as a valued partner Ensure that insights research and data analytics are an integral part of our client counsel and recommendations which includes integrating our offerings and developing a strong cohesive narrative Works collaboratively with Strategy Engagement Creative Scientific and Digital leaders to ensure teams are working optimally to deliver solutions that are on strategy and meet the clients’ needs Financial Management and Growth Responsible for forecast development of LOB accounts and ensures accurate forecast updates monthly and quarterly Works collaboratively with Business Operations to ensure staffing plans are in place and team is ready to deliver for clients and deliver on forecast Attains and exceeds annual revenue plan for individual clients/brands within LOB by providing value and actively seeking new assignments and organic growth opportunities Ensures Client Services utilization targets are met and addresses any underutilization or overutilization issues Works collaboratively with Talent Acquisition to recruit top Account talent and maintains a talent pipeline to support future growth Maintains regular and consistent communication with LOB leads across other functions to ensure collaborative growth Contributes to annual business planning ### About you 20 or more years of experience in marketing or marketing-related roles within the pharmaceutical industry Agency Account leadership experience required Experience in digital marketing and fully integrated marketing projects preferred Experience leading books of business with yearly revenues of $25 million or more Experience leading teams of account management professionals at multiple levels of 10 people or more What we can offer You will receive a 401K plan with an employer match contribution up to 4% (immediately vested) as well as life insurance disability coverage and medical dental and vision plans for peace of mind. Enjoy flexible working arrangements including hybrid and remote work along with the option to work from anywhere across the globe two weeks each year. We provide 20 vacation days plus one personal well-being day recognise 9 public holidays along with gifted end-of-year holidays and an early Summer Friday finish in June July and August. Access free counselling through our employee assistance program and personalized health support. Our enhanced maternity paternity family leave and fertility policies provide support across every stage of your family-planning journey. You can also benefit from continuous opportunities to professionally develop with on-demand training support and global mobility opportunities across the business. We encourage all applicants to read our candidate privacy notice before applying to Avalere Health.

UserGems an AI platform that helps sales and marketing teams double their pipeline impact with the same team. Our AI agent (Gem-E) captures buying signals and your CRM data to identify who to target when and why drafting highly personalized and impactful outreach that results in higher conversion. UserGems has generated $4 Billion in pipeline and over $950 Million in revenue for hundreds of start-ups and public companies. Companies like Mimecast UserTesting SAP LeanIX see more than 15X ROI in closed won revenue from UserGems. We are looking for someone just starting out as a Customer Success Manager or looking to get into the role who is obsessed with driving successful adoption and renewals with our customers. It’s an incredible opportunity for someone who is excited to take on a lot of ownership love technology as much as they love working with customers who want to experience exponential personal growth and work with talented collaborative and friendly people who love what they do. ‍ #### What you’ll do as an Associate CSM: Overall accountability for your customers’ success which includes adoption retention and overall satisfaction Own the renewals process and identify upselling opportunities Drive product adoption and change management projects with our customers to help them hit their strategic goals Establish a relationship of trust as a strategic advisor with each customer especially at VP and C-levels Use UserGems to measure customer adoption and ROI for customers Partner with marketing to develop content and materials to increase customer adoption of UserGems (for example: playbooks templates customer stories) Serve as the voice of customers internally by providing customer feedback to engineering marketing and sales ‍ #### How you'll ramp ...within your first week... You'll get familiar with our product sales & CSM processes and tools You'll have an in-depth product training and use the product to monitor your accounts You'll shadow on sales calls and customer calls You'll practice a few mock demo's and product Q&A's with our team ...day 30... You'll learn best practices for what make UserGems customers successful You'll take over and manage the relationship with some of our customers You'll run a few customer calls independently and continue shadowing other calls You'll build strategic business plans for customers You'll be familiar with our product competition and common Q&A You'll have 1:1 with all team members ...day 60... You’ll be actively managing the book of business achieving your net retention target You'll identify whitespace and/or upsell opportunities You'll be comfortable having strategic conversations with the decision makers on ROI and future plans You'll be collaborating with marketing on content campaigns and processes to increase product adoption ...day 90... You'll be an expert of UserGems products You'll recommend ways to improve our hand-offs processes and CSM playbook You'll provide ongoing customer feedback to the marketing and engineering teams You'll partner with marketing to drive customer advocacy program (e.g. customer stories reviews) ‍ #### What you've accomplished so far You have 1 year experience working in Customer Success or 2+ years of experience in a SaaS BDR role with a demonstrated track record of success and consistently hitting your metrics You have at least 1 year of experience working with Salesforce You're comfortable leading “business value” and “ROI” conversations and navigating through multiple decision makers in an organization You’ve demonstrated the ability to communicate across various channels (phone e-mail social etc.) You’ve been a top performer for the key metrics on your team You thrive in a high-growth environment and are self-motivated with an entrepreneurial spirit You’re excellent at time management and prioritization CS Software such as Catalyst (we use) Gainsight etc. experience is a plus ‍ #### Why you should join: You’ll be part of a fast-growing startup as it scales from 60 to 100 employees Customers love us! (see our Customers page and G2 Reviews). They see ROI in Closed Won revenue generated We're a remote-first company with employees across the Americas and Europe so you can work from anywhere We have Weekly Standups virtual Happy Hours and in-person off-sites around the world so that everyone stays connected We believe strongly in being customer-focused and data-driven in everything we do We value individual differences in the workforce and strive to make everyone feel welcomed and accepted regardless of their skin color gender or sexual orientation. Competitive salary Room for growth and career development as a Customer Success Manager

Ready to Help Businesses Grow? SocialWorks helps outdoor contractors landscapers turf installers and outdoor living specialists grow through digital marketing. We need a Client Success Manager who wants to make a real impact by helping our clients succeed. This isn't construction or landscaping work - it's all about client relationships and digital marketing. The Role You'll be the go-to person for 30-40 home service clients once you're up to speed. Handle onboarding coach clients on marketing and keep their Facebook and Instagram campaigns running smoothly. Your success depends on theirs - more like a partnership than just doing a job. Home services experience is great but not required. If you get along with business owners and can talk their language you'll do well here. What You'll Do Handle 30-40 client accounts once trained up Get new clients started and their campaigns live Weekly or bi-weekly check-ins with clients Answer client messages within 3 hours (WhatsApp mostly) Make complicated stuff simple for clients Fix problems fast Help with strategy and next steps Work with our media buyers and other team members Send performance updates through Loom videos or texts Find opportunities to grow accounts Get testimonials and referrals Keep track of how clients are doing What We Want Account management client success or hospitality background Great at talking to people and writing Confident but understanding with clients Organized and motivated Some digital marketing knowledge helps (Facebook ads especially) Can break down complex stuff into simple terms Fluent English solid writing Bonus points for construction/landscaping background Why Work Here? We're results-focused but supportive. You'll get proper training and everything you need to succeed plus room to take ownership of your work. Pay & Hours First Month: $1500-$2000 (5-7 clients while learning) Full Load: $3000-$5000/month (30-40 clients) Bonuses: Upsells referrals testimonials account growth Annual: $45000-$65000+ Hours: Full-time remote need to be available 9 AM-5 PM EST Shifts: 8-10 hours What We Expect Keep client loss under 8% 2 upsells monthly 2 referrals monthly 2 testimonials monthly New accounts live within a week Benefits Work from anywhere Flexible schedule PTO Parental leave Performance bonuses Room to grow Interested? If you like digital marketing enjoy building relationships and want to help small businesses grow let's talk. Apply: https://forms.clickup.com/9014349502/f/8cmr3ny-15474/HBQTSJM3D3VWZQG42Y Job Type: Full-time Pay: $3000.00 - $5500.00 per month Benefits: Flexible schedule Paid time off Parental leave Work Location: Remote

Indirect Tax Consultant Dynamic Engaging Detailed Indirect Tax Consultant for Growing Entrepreneurial Business Services Company. e2E serves growing businesses by providing business management strategies and back-office support to assist at various life stages along the path from entrepreneur to enterprise. We help business owners and executives in addressing a myriad of concerns that growth-oriented businesses face from funding & banking options budgeting & planning accounting payroll & taxes hiring & HR compliance scoping IT solutions/service contracts to facilities planning matters. We are seeking a highly skilled Indirect Tax Consultant for a multi-client-facing role. The ideal candidate will bring extensive expertise in state and local taxes (SALT) business income tax and tax registration compliance. This individual excels at collaborating with leaders of entrepreneurial companies possesses strong research skills in tax law and can clearly and effectively convey complex tax concepts to both internal teams and clients. We are seeking a dynamic professional who demonstrates intellectual curiosity delivers exceptional service with meticulous attention to detail and thrives in environments of change. The ideal candidate champions best practices actively pursues continuous learning and seeks opportunities to enhance processes. This role requires the ability to skillfully manage multiple priorities while seamlessly transitioning between strategic initiatives and hands-on execution. We offer a flexible work environment which means you can work from anywhere – office home a favorite coffee shop etc. We ask that you be available when our clients need you the most which is typically during regular business hours Monday through Friday. This is an excellent opportunity for the right person who enjoys assisting clients with their tax compliance needs staying on top of the ever-changing tax landscape is an experienced tax professional and is ready to leverage their experience to grow in growing a professional services company. To learn more about e2E visit our website at www.e2ekc.com. Job Description The Indirect Tax Consultant will be responsible for preparing SALT nexus studies preparing and reviewing SALT and registration filings and supporting the Tax Director with income tax workpaper preparation. This hands-on role involves in-depth tax research and plays a key part in designing developing and managing internal processes for indirect tax and business registration compliance workflows. The position will also contribute to creating and delivering training materials and legislative updates on SALT and registration matters to e2E staff and will work closely with the internal teams to update clients. Essential Duties and Responsibilities include the following. (Other duties may be assigned.) Primary Responsibilities: Manage the SALT and business registration function for all clients. Manage third-party tax and compliance providers when applicable. Assist in the development and administration of internal procedures for SALT and registration compliance with e2E staff to ensure internal and regulatory deadlines are met. Create templates for client delivery for example client proposals nexus study results. Research SALT and registration nexus requirements work with the client team lead to provide information to the client and upon client approval work with the administrative assistant and/or the 3rd party vendor to register clients with applicable state and local jurisdictions. Monitor federal state and local legislation impacting SALT and registration reporting recommend updates to practices and procedures and assist in communicating changes to both clients and staff. Develop educational materials and deliver training sessions for clients and staff on legislative updates to ensure understanding of compliance requirements. Maintain clear and consistent communication with team members collaborating on the same client engagements. Participate regularly in client conference calls and meetings. Knowledge and Skills: Proficiency in a range of bookkeeping and tax compliance software applications. Experience researching and registering with city county and state agencies to maintain client tax and registration compliance. Proven ability to prepare SALT returns experience preparing federal/state income tax workpapers and returns for corporations S corporations partnerships individuals fiduciaries and private foundations a plus. Skilled in researching complex tax matters and applying best practices. Customer service–oriented with a commitment to providing accurate timely information and solutions to staff and clients. Exceptional written and verbal communication skills with the ability to present recommendations and plans to senior leadership and key client stakeholders with professionalism. Strong client focus with a drive to identify needs and deliver actionable solutions. Forward-thinking approach leveraging technology and process improvements to enhance efficiency. Self-motivated with a strong sense of ownership able to manage both strategic initiatives and detailed execution. Excellent organizational and project management skills with the ability to prioritize multitask and meet deadlines with accuracy and urgency. Adaptable and comfortable working in ambiguous situations proactive in driving results. Demonstrated ability to build and maintain effective relationships across diverse groups. Committed to strengthening client relationships while supporting company goals. Maintains the highest level of confidentiality when handling sensitive or personal information. Qualifications University degree in the field of accounting finance or another similar discipline 4+ years of tax preparation experience in a private company or public accounting firm with a focus on SALT compliance and research CPA certification a plus All offers are contingent on the successful completion of a background screen. The above statements are intended to describe the general nature of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required. This document describes the position currently available. The organization reserves the right to modify job duties or job descriptions at any time. EEO Candidate's information will be kept confidential according to EEO guidelines.

At H1 we believe access to the best healthcare information is a basic human right. Our mission is to provide a platform that can optimally inform every doctor interaction globally. This promotes health equity and builds needed trust in healthcare systems. To accomplish this our teams harness the power of data and AI-technology to unlock groundbreaking medical insights and convert those insights into action that result in optimal patient outcomes and accelerates an equitable and inclusive drug development lifecycle. Visit h1.co to learn more about us. The Commercial team at H1 plays a crucial role in shaping the future of our business. Our mission is to connect the world to the right doctors by partnering with health insurance & health plans companies to create a better patient experience. We aim to deeply understand our customers' needs and workflows to provide simple innovative solutions that solve their problems. WHAT YOU'LL DO AT H1 As an Enterprise Account Executive on our Health Plans Team you will play a hybrid role managing a strategic book of business while also driving new client acquisition and expansion. You will work with health plans and insurance companies demonstrating the value of our platforms and partnerships to strengthen existing relationships and establish new ones expanding our market leadership in the industry. You will: Manage and grow key client accounts by retaining existing revenue and expanding opportunities within assigned health plans companies. Drive new business development by identifying engaging and converting prospective clients into long-term partners. Engage with C-suite executives and key decision-makers to align H1’s solutions with their strategic priorities. Lead the sales process from outreach to close including discovery calls presentations contract negotiations and deal execution. Collaborate cross-functionally with marketing customer success and product teams to ensure seamless client experiences and successful implementations. Track and report sales performance providing accurate forecasts and strategic insights to support company growth objectives. ABOUT YOU You’re a seasoned sales professional with experience selling enterprise B2B SaaS technology. You have proven success managing existing accounts prospecting into new accounts and closing expansion opportunities. You know how to gather requirements understand customer use cases set proper expectations demo platforms and manage an enterprise sales cycle. You possess grit hustle desire and a “get-it-done” attitude strong comfort with a lean startup environment where everyone is encouraged to participate in and contribute across all teams Dedication to the creation of a diverse equitable and inclusive environment where teammates are celebrated for their unique perspectives and work together to simplify healthcare for all REQUIREMENTS You’re a seasoned sales professional with 6+ years of experience successfully selling enterprise B2B SaaS technology including managing new logo acquisitions and renewals. - You have prior experience and success in closing complex sales-cycles in the $250K - 1.5M ARR range Strong communication negotiating and consultative sales skills You are comfortable with traveling to customers 20% of the time COMPENSATION This rolepays $125000 to $150000 per year based on experience plus variable commission based on performance in addition to stock options. Anticipated role close date: 10/28/2025 H1 OFFERS Full suite of health insurance options in addition to generous paid time off Pre-planned company-wide wellness holidays Retirement options Health & charitable donation stipends Impactful Business Resource Groups Flexible work hours & the opportunity to work from anywhere The opportunity to work with leading biotech and life sciences companies in an innovative industry with a mission to improve healthcare around the globe H1 is proud to be an equal opportunity employer that celebrates diversity and is committed to creating an inclusive workplace with equal opportunity for all applicants and teammates. Our goal is to recruit the most talented people from a diverse candidate pool regardless of race color ancestry national origin religion disability sex (including pregnancy) age gender gender identity sexual orientation marital status veteran status or any other characteristic protected by law.H1 is committed to working with and providing access and reasonable accommodation to applicants with mental and/or physical disabilities. If you require an accommodation please reach out to your recruiter once you've begun the interview process. All requests for accommodations are treated discreetly and confidentially as practical and permitted by law.

Make an Impact. Work Anywhere. Grow Without Limits. At ProVision we're not your traditional public accounting firm. We're proactive tax strategists dedicated to helping high-net-worth individuals entrepreneurs and investors reduce their tax burdens and build lasting wealth. We’re seeking a Senior Tax Manager who’s ready to take ownership lead high-level engagements and deliver real value through innovative tax strategies—all while enjoying the freedom of a flexible remote work environment. What You’ll Do As a Senior Tax Manager you will: Lead client engagements focused on tax planning consulting and compliance. Advise on complex U.S. tax matters related to corporations partnerships LLCs S-corporations and individuals. Structure U.S. investments in a tax-efficient manner and manage compliance for real estate and business investments. Research technical issues and provide guidance on tax laws and regulations. Communicate with regulatory authorities as needed. Mentor and supervise staff evaluate performance and contribute to team development. Compensation Base Salary: $150000+ depending on experience Bonus Potential: Unlimited based on performance (Billable hour goals: 1550 for Team Leads 1600 for Managers) Referral Bonuses: Up to $15000 for employee referrals Client Referral Program: Receive bonuses for bringing in new business Outstanding Benefits Financial & Wellness Perks: 401(k) with 50% company match up to 6% of annual salary 100% company-paid medical dental vision life short- and long-term disability – effective Day One Annual reimbursements for: Phone ($600) Health & Fitness ($250) Technology ($500) Sam’s Club/Costco Membership ($60) Student Loan Assistance: $3000 annually Education & Seminar Loan Program CPA Exam Reimbursement Time Off: 5 Weeks PTO (increases with tenure) 9 Paid Holidays + Week off between Christmas and New Year’s 1 Community Service Day 4 Weeks Paid Sabbatical (after 5 years) 4 Weeks Paid Parental Leave (after 2 years) Culture & Recognition: Annual Family Weekend Celebration In-Person Leadership Meetings (Twice a year) Collaborative inclusive team with a focus on mentorship and growth About You Bachelor’s degree in Accounting or Finance required Master’s in Tax or Accountancy preferred CPA license required 9–12 years of tax experience including 1040 1120 and 1065 federal filings and multistate tax compliance Minimum 4 years of management experience Proficiency with RIA Checkpoint UltraTax Workpapers Practice Management QuickBooks Engagement Manager GoFileRoom Microsoft Excel and Word preferred Strong leadership communication and analytical skills Work From Anywhere We embrace flexibility—whether it’s in your day your week or your year. At ProVision you determine where and when you work as long as client needs are met and results are delivered. We're remote-first and results-driven. About Us ProVision is an innovative public accounting firm specializing in proactive tax planning and wealth-building strategies. We work with high-net-worth individuals entrepreneurs and investors to help them keep more of what they earn through tax-efficient planning. We’re passionate about people—both our clients and our team. Our culture fosters professional growth collaboration and balance. If you’re looking for a career—not just a job—in a firm that values impact integrity and innovation we want to hear from you. Learn more at: https://www.provisionwealth.com/careers/ Job Type: Full-time Pay: $150000.00 - $185000.00 per year Benefits: 401(k) 401(k) matching Bereavement leave Cell phone reimbursement Dental insurance Disability insurance Employee assistance program Family leave Flexible schedule Health insurance Health savings account Internet reimbursement License reimbursement Life insurance Opportunities for advancement Paid time off Parental leave Professional development assistance Referral program Sabbatical Travel reimbursement Tuition reimbursement Vision insurance Volunteer time off Work from home Application Question(s): What is your desired annual base salary? Education: Bachelor's (Required) Experience: Management: 4 years (Required) Public Accounting Tax: 9 years (Required) License/Certification: CPA License (Required) Work Location: Remote

The Role Wpromote is seeking a dynamic and results-driven Director of Agency Sales (Growth) to join our Agency Sales team to lead new business efforts and drive company growth. In this pivotal role you’ll own the full sales cycle targeting mid-market and large-growth brands across exciting verticals to deliver tailored digital marketing solutions. Collaborating with senior leaders partners and internal teams you’ll identify strategic opportunities apply Wpromote’s capabilities to client needs and deliver impactful results. Reporting to the CRO this role requires strong sales leadership strategic thinking and a data-driven approach to accelerate growth and drive success. At Wpromote we believe that great work is only possible with great people. Our goal is to build a better more inclusive work environment and support our people at every stage of their careers by prioritizing a strong work-life balance through our policies and benefits listed below. As a Best Place to Work according to both Ad Age and Glassdoor and Adweek’s Fastest Growing Digital Agency we are moving fast to expand our teams and bring new experts into the fold to keep pushing the boundaries of what’s possible in marketing. We offer: Remote-first culture Unlimited PTO Extended Holiday break (Winter) Flexible schedules Work from anywhere options 100% paid parental leave 401(k) matching Medical Dental Vision Life Pet Insurance Sponsored life insurance Short Term Disability insurance and additional voluntary insurance Annual Class Pass credits and more! The anticipated annual salary for this role will range from $108000- $145000 based on consideration of a wide array of factors unique to each candidate including but not limited to skill set years and depth of experience education and certifications competitive benchmarks scope of responsibility market dynamics geographic location and respective state’s salary threshold for exempt employees. At Wpromote pay ranges are subject to change and are based on specific market medians for similar jobs according to third-party salary benchmark surveys. Individual pay within that range can vary due to skills experience and available budget. The total compensation package for this role will include benefits (listed above). This position may be performed remotely in most states within the US with some exclusions We have office hubs in Los Angeles Chicago and New York where you can join in on learning and development opportunities fun events take advantage of a space to work and collaborate in person! This position is not eligible for immigration sponsorship Important Notice: Beware of Job Scams Wpromote recruiting communications will only be sent through our official channels via wpromote.com email addresses. If you see a posting elsewhere that is not reflected on Wpromote.com/careers it may be a fraudulent posting. We do not require payment or fees during the hiring process nor do we request sensitive information such as Social Security numbers or payment details. Please safeguard yourself against possible scams and contact us if you encounter any suspicious activity. #LI-SD #LI-Remote ### You Will Be Harnessing your hunting skills to be the driving force behind identifying and acquiring new business opportunities Driving new business opportunities by actively engaging in personal selling activities leveraging your strong network and tapping into fresh leads to consistently expand our client base Owning the new business relationships identifying opportunities and nurturing prospects to drive outcomes The go-to expert on understanding a prospect’s needs with the skill to guide the pitch team in delivering tailored solutions that truly resonate and drive results Orchestrating the entire pitch process ensuring that key deliverables and milestones are met Collaborating with pitch team members to enhance the strength of their content and refine their presentation delivery ensuring every pitch is compelling cohesive and tailored to win over prospective clients Overseeing the creation of compelling pitch and sales content ensuring the materials and presentations align perfectly with prospective client needs Partnering with Wpromote’s Executive Leadership team to ensure alignment and buy-in for major opportunities that position Wpromote as the best partner for new clients Working closely with leading brands to deeply understand their marketing objectives and partnering with internal teams to craft customized solutions that combine our services and technology to help them achieve their business objectives Presenting tailored marketing strategies directly to executives and large teams demonstrating your expertise in solving complex challenges with creative data-driven solutions Consistently closing new business hitting and exceeding personal revenue goals while contributing to the broader success of the sales team Supported by comprehensive training tracks backed by our Revenue Enablement teams to ensure you have the tools knowledge and resources to succeed Representing Wpromote at industry trade shows and networking events expanding your influence and building relationships that drive long-term growth ### You Must Have 7+ years of experience in sales ideally within a Marketing Agency SaaS or B2B solutions with a deep understanding of digital marketing channels and their impact on business growth A robust professional network and established relationships with key industry players that you can leverage to build trust and open doors The ability to lead the development of pitch strategies with minimal oversight taking ownership of the process from ideation to execution and ensuring your approach is aligned with both client needs and company objectives Consultative selling expertise—you prioritize understanding client needs first ensuring you provide solutions that genuinely solve their challenges before pitching anything Exceptional communication skills both written and verbal with the ability to simplify complex ideas and convey them clearly. A solid understanding of marketing concepts and technical acumen is key Strong leadership skills with the ability to quarterback multiple stakeholders both internal and external guiding them through the sales and strategy process to ensure alignment and success Excellent organizational skills with the ability to manage multiple priorities at once efficiently balancing tasks deadlines and prospective client needs to drive results in a fast-paced sales environment Strong strategic planning and creative problem-solving skills with the ability to develop tailored solutions that address prospective client challenges identify new opportunities and drive growth in competitive markets The ability to influence—whether with prospective clients or internal teams you know how to collaborate effectively and bring out the best in every interaction High energy and a strong work ethic coupled with a positive attitude and a good sense of humor. We value humility and a continuous desire to learn and grow Creative confidence—you're not afraid to think outside the box and build the right teams and solutions to win new clients A Bachelor’s degree in Sales Business Administration Communications or a related field Nice to Have Prior experience with Force Management Command of the Message and MEDDIC Wpromote is committed to bringing together individuals from different backgrounds and perspectives providing employees with a safe and welcoming environment free of discrimination and harassment. We strive to create a diverse & inclusive environment where everyone can thrive feel a sense of belonging and do impactful work together. As an equal opportunity employer we prohibit any unlawful discrimination against a job applicant on the basis of their race color religion gender gender identity gender expression sexual orientation national origin family or parental status disability age veteran status or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Wpromote. This employer 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. If E-Verify cannot confirm that you are authorized to work this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. For more information on E Verify or if you believe that your employer has violated its E-Verify responsibilities please contact DHS.

The successful candidate will be based in a central hub in the US with the ability to travel. Working as part of Absolute’s award-winning Sales team Mid-Market Account Executives are primarily responsible for prospecting for new customers relationship building with our partners and meeting quarterly sales goals. While the role’s primary focus is new account acquisition Mid-Market Account Executives may also be responsible for providing customer support to existing customers. Mid-Market Account Executives will engage with existing customers to review overall account health new product offerings and consultation to help sustain and grow our footprint in these accounts. Responsibilitieswill include: Pre-sales: Prospecting and Lead Conversion + Data mine high potential accounts identify key accounts & contacts to engage + Follow up on all leads provided through marketing resources in a timely and effective manner. Develop & maintain a high lead conversion rate + Implement and maintain a high daily rate of outbound calling and email campaigns + Leverage prospecting tools such as Groove Zoom and Nav. + Generate 4x pipeline coverage through strategic prospecting multi‑threaded executive outreach and field events rely on partners only to accelerate never to originate Customer Engagement + Define the customers current IT situation challenges and needs + Present Absolute product web demos to prospects and existing customers as a solution to their needs + Become a trusted advisor and product expert to all customers regarding endpoint security + Share customer best practices when able and acquire customer references + Attend onsite customer meetings and events where ROI is high for sales conversion Partner Support (OEM DRC & VAR) + Build out an expansive network of lasting relationships with partners in your territory + Offer training through web virtual rooms and onsite visits + In territory meetings with prospective new customers current customers OEM & VAR partners. + Field partner sales calls to provide sales assistance and expertise + Assist and provide SKUs and pricing as requested CRM + Manage pipeline ensuring an accurate forecast with daily updates in Salesforce.com & our forecasting tool Clari + Build and maintain an effective four quarter rolling 2-3x pipeline in Salesforce.com + Maintain customer accounts and contact database in Salesforce.com + Input and record pertinent meetings emails phone calls and supporting customer data into Salesforce.com as appointments activities and/or notes to ensure seamless customer support Post-sales: Compile and report revenue numbers adjusting revenue probability and close dates consistently as needed Reconcile quarterly revenue tracking with finances daily invoice summary Administer product upgrades and term extensions as requested Assist and implement customer onboarding Find track and expand opportunities with existing customers Upsell Absolute product portfolio across customer base Department Initiatives and Knowledge Transfer Activities: Attend training sessions offered grow knowledge of Absolute products/services and internal systems and tools including Salesforce.com Stay current in Marketing collateral and related product / service positioning Mentor coach and assist in the onboarding of new hires Build and maintain successful lasting professional relationships with internal support teams Contribute to a customer-focused environment that encourages information sharing team-based sales activity and an absolute focus on new business expansion and development Work cohesively with sales peers. Share best practices and initiate effective joint coverage model when necessary Protect the security and privacy of Absolute and its customers WhatYou Will Need: Post-secondary education preferred Minimum 5 years technology sales experience (SaaS and/or Enterprise software sales experience is a plus) Preferred Acquisition experience Comfortable using MS Excel Outlook Power Point Solid solution acquisition selling experience + Show/demonstrate how you have successfully prospected qualified and closed net new customer acquisition business Familiarity with SFDC or equivalent Customer Relationship Management (CRM) systems and leveraging CRM as a sales management tool Experience in closing deals with structured sales methodology (Force Management or similar) Excellent customer and partner engagement and relationship-building skills Excellent verbal and written communication skills Outgoing collaborative responsible and energized Demonstrated ability to learn technical products and solutions Ability to ensure interactions are always handled professionally and with the highest level of service The OTE range for this position is from $130000 - $140000 annually the OTE includes a variable commission component and the pay offered is determined by the market location and may vary depending on job-related knowledge skills experience and internal equity.Why Work For Us: You’re resilient and passionate about securing the Work from Anywhere era. So are we. We’re in search of the best and the brightest – everyone from innovators sellers and marketers to financers operators and especially customer relationship managers – we’re looking for top tier talent to help us shape the next decade of security drive innovation that enables customers with truly disruptive solutions and are dedicated to making a meaningful difference. Headquartered in Seattle Washington with international offices in Vancouver - BC Austin - TX Boulder - CO Ankeny – IA Reading - UK and Ho Chi Minh City – Vietnam Absolute Security accelerates customers’ shift to work-from-anywhere through the industry’s first self-healing Zero Trust platform ensuring maximum security and uncompromised productivity. Only Absolute is embedded in more than half a billion devices offering a permanent digital connection that intelligently and dynamically applies visibility control and self-healing capabilities to endpoints applications and network access to ensure their cyber resilience tailored for distributed workforces. Our vision is to be the world’s most trusted security company – and to empower end users to connect securely and from anywhere to all the applications they need to collaborate and get their work done without interruptions and with an optimal network experience. Absolute currently serves approximately 16000 customers with more than 13 million activated endpoints globally. G2 recognized Absolute as a Leader in the Winter 2022 Endpoint Management and Zero Trust Networking Grid Reports reflecting our continued customer satisfaction across product lines. To learn more about Absolute visit our website at www.absolute.com or visit our YouTube channel Absolute Security Inc. is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race religion color national origin gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics. If you need assistance or an accommodation due to a disability you may contact us at dl-hr@absolute.com

Location: 100% Remote (U.S.) – Approximately 2 weeks of travel per year Employment Type: Full-time Company Overview Cirrus9 Solutions is an innovative IT services and engineering company specializing in designing and implementing sophisticated technology solutions for enterprises across various industries. Our expertise spans cloud architecture infrastructure optimization and cybersecurity enabling our clients to achieve digital transformation with agility and security. We pride ourselves on our technically-driven approach collaborative culture and commitment to delivering excellence through innovative solutions that solve complex business challenges. Role Summary We are seeking an experienced Senior Systems Engineer to design and implement comprehensive scalable and resilient technology solutions for our clients. In this role you will serve as the technical visionary translating business requirements into architectural designs that leverage best-in-class technologies across on-premises hybrid and cloud environments. You will collaborate with cross-functional teams to create detailed system designs lead technical implementation efforts and provide guidance on infrastructure optimization cloud migrations and enterprise application deployments. This position offers the opportunity to work with cutting-edge technologies while solving complex technical challenges reporting directly to the CTO with high visibility across the organization. If you are passionate about system design technical innovation and creating solutions that drive business value this role will allow you to make a significant impact on our organization and clients. Key Responsibilities Solution Architecture & Design Implementation & Migration Leadership: Lead and oversee the technical implementation of infrastructure projects including data center consolidations cloud migrations and domain migrations. This includes developing detailed transition strategies to minimize business disruption. Technical Specifications: Develop detailed technical specifications architecture diagrams and implementation roadmaps for infrastructure solutions ensuring scalability security and performance Technology Selection: Evaluate and recommend appropriate technologies platforms and products to meet business requirements while optimizing for cost performance and maintainability System Integration: Design integration approaches between disparate systems applications and services to create cohesive technology ecosystems Proof of Concept Development: Lead the creation of technical prototypes and proof-of-concept deployments to validate architectural decisions and demonstrate solution viability Implementation & Migration Leadership Migration Planning: Design and oversee data center consolidations cloud migrations and domain migrations developing comprehensive transition strategies that minimize disruption Implementation Oversight: Provide technical leadership during solution implementation ensuring adherence to architectural designs and technical specifications Disaster Recovery: Design robust disaster recovery and business continuity solutions including backup strategies replication configurations and recovery procedures Performance Optimization: Analyze system performance and recommend improvements to enhance efficiency reliability and scalability of infrastructure components Technical Documentation: Create and maintain comprehensive technical documentation including architecture diagrams system configurations and operational procedures Technical Leadership & Governance Technical Guidance: Serve as a technical subject matter expert providing guidance to engineering teams on complex infrastructure challenges and architectural decisions Standards & Best Practices: Establish and enforce technical standards design patterns and best practices for infrastructure deployments and cloud architecture Technology Roadmap: Contribute to the development of the company's technology roadmap identifying emerging technologies and innovation opportunities Risk Assessment: Identify technical risks in proposed solutions and develop mitigation strategies to address potential vulnerabilities or implementation challenges Client Consultation: Engage with clients to understand their business needs present architectural recommendations and explain technical concepts to non-technical stakeholders Required Qualifications & Skills Technical Expertise: Deep technical knowledge in multiple domains is required: Cloud Architecture: Extensive experience designing and implementing solutions in Azure and/or AWS environments including IaaS PaaS and SaaS implementations Server Infrastructure: Hands-on experience with enterprise server platforms (Dell Cisco UCS) storage systems (Nimble PureStorage) and virtualization technologies (VMware) Microsoft Technologies: Advanced knowledge of Microsoft enterprise technologies including Active Directory Security Groups Group Policy DHCP DNS Certificate Authority SCCM/MECM and Entra ID Collaboration & Productivity: Experience with Microsoft 365 ecosystem including Exchange Online SharePoint OneDrive and DFS file services Security & Management: Knowledge of security best practices InTune mobile device management and identity management solutions Experience Requirements: 6+ years of experience in IT systems architecture infrastructure design or related technical roles Proven track record of designing and implementing complex enterprise technology solutions Experience leading data center/cloud migrations domain migrations and infrastructure transformation initiatives Demonstrated expertise with disaster recovery solutions including technologies like Rubrik Bachelor's degree in Computer Science Information Technology or related field (or equivalent work experience) Certifications: One or more of the following certifications are preferred: Microsoft Certified: Azure Administrator Associate AWS Certified Solutions Architect - Associate VMware Certified Professional (VCP) TOGAF Certification Security+ or other security certifications Soft Skills: Exceptional analytical and problem-solving abilities to address complex technical challenges Strong communication skills to articulate technical concepts to both technical and non-technical audiences Excellent leadership capabilities to guide implementation teams and influence stakeholders Strategic thinking with the ability to balance immediate needs with long-term architectural goals Collaborative approach with experience working across cross-functional teams Compensation & Benefits Salary: $150000-$170000 per year (DOE – Dependent on Experience) Benefits: Comprehensive benefits package including: 401(k) retirement plan with generous company match Premium medical dental and vision insurance coverage Life and disability insurance Flexible PTO policy and paid holidays Mental health support and wellness programs Professional development allowance for certifications and continued education Remote Work: Work from anywhere in the U.S. Travel required approximately two weeks per year for strategic planning sessions client meetings or team events. Growth Opportunities: Influence the technical direction of the company and our client solutions Exposure to cutting-edge technologies and complex enterprise environments Mentorship opportunities and leadership development Path to senior technical leadership positions within the organization Culture: Join our team of passionate technologists who thrive on solving complex problems and delivering exceptional results. At Cirrus9 Solutions we value technical excellence continuous learning innovation and work-life balance. Our collaborative environment encourages knowledge sharing and professional growth while fostering a supportive community of technology experts. Cirrus9 Solutions is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.