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Fintech • HR Tech • Social Impact • Software • Financial Services
Develop and expand referral partnerships with technology, HCM, benefits, accounting, and financial advisory organizations serving SMBs. Build strategic networks, generate leads, establish partner goals and metrics, execute go-to-market initiatives, and collaborate cross-functionally to resolve issues and drive partner revenue.
Fintech • HR Tech • Social Impact • Software • Financial Services
Develop and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Build strategic networks, generate leads, establish performance metrics, execute go-to-market initiatives, and resolve partnership issues cross-functionally with Sales, Product, Marketing, Legal, and Finance. The role is quota-driven, relationship-focused, and requires field work three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Own and optimize NetSuite and the broader finance technology stack, including integrations, workflows, controls, reporting, and automation. Partner with Accounting, FP&A, Procurement, Engineering, and Data teams to improve close processes, deliver system enhancements, manage requests, support SOX readiness, and scale finance systems. Lead implementations, UAT, documentation, change management, and AI-driven automation initiatives in a high-growth fintech environment.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage relationships with assigned retirement-plan sponsors, serving as their primary contact for customer service, issue resolution, plan design, compliance support, reporting, annual testing, Form 5500 filing, and IRS or DOL audits. Partner cross-functionally with implementation, sales, support, marketing, and product teams. Maintain expertise in ERISA requirements and retirement-plan legislation while proactively addressing customer needs.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage full-cycle sales from demonstrations through contract close, including prospecting, pipeline development, product demonstrations, negotiation, and sales activity documentation in Salesforce. The role requires exceeding quotas, supporting small-business customers, navigating high-velocity sales cycles, using sales technology, and communicating product value effectively.
Fintech • HR Tech • Social Impact • Software • Financial Services
Own full-cycle sales from prospecting and product demonstrations through negotiation and close. Build and manage pipelines, target small and medium-sized businesses, exceed sales quotas, document activities in Salesforce, and use sales technology effectively. The role requires strong communication, resilience, solution-oriented selling, comfort with high-velocity sales cycles, and the ability to learn and apply technology basics.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage and grow referral partnerships with technology, HCM, benefits, accounting, and financial advisor partners serving SMBs. Build strategic networks, generate leads, establish performance metrics, develop go-to-market strategies, resolve partnership issues, and collaborate with Sales, Product, Marketing, Legal, and Finance. The role is quota-driven, relationship-focused, and requires field presence three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage full-cycle sales from demonstrations through contract close. Research and prospect target companies, build pipelines, demonstrate the retirement platform, negotiate contracts, and document activities in Salesforce. The role requires exceeding quotas, managing high-velocity small-business sales cycles, handling objections, using sales technology, and communicating the product’s value effectively.
Fintech • HR Tech • Social Impact • Software • Financial Services
Build and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Develop strategic networks, generate leads, resolve partnership issues cross-functionally, and collaborate on partner marketing initiatives. Establish performance metrics and execute go-to-market and demand-generation strategies. The role is an independent, quota-driven sales position requiring Maryland residency and field work three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Build and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Develop referral networks, identify partnership opportunities, resolve issues cross-functionally, support partner marketing initiatives, and establish sales goals and performance metrics. Execute go-to-market and demand-generation strategies while managing relationships independently in a quota-driven environment. The role requires being in the field three days per week and living in The Bronx.
Fintech • HR Tech • Social Impact • Software • Financial Services
Build and expand referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Develop strategic referral networks, generate leads, resolve partnership issues cross-functionally, and collaborate on partner marketing initiatives. Establish partner goals, metrics, go-to-market strategies, and demand-generation activities while managing relationships in a quota-driven sales environment. The role requires independent execution, strong communication, resilience, and field presence three days per week.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage and grow referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Build strategic referral networks, generate partnership opportunities, resolve issues cross-functionally, coordinate partner marketing initiatives, and establish goals, metrics, go-to-market strategies, and demand-generation activities. The role is quota-driven, relationship-focused, independent, and requires field work three days per week in Brooklyn.
Fintech • HR Tech • Social Impact • Software • Financial Services
Leads and develops a regional team of Partner Account Managers, driving quota attainment, revenue growth, recruiting, retention, sales execution, forecasting, and accountability. Builds relationships with CPAs, payroll providers, HR consultants, and benefit brokers while coaching sales and implementation processes. Requires proven 401(k) sales experience, frontline sales leadership in retirement services, HCM, or payroll, Salesforce proficiency, strong communication, and regional and national travel. Candidates must reside in New York.
Fintech • HR Tech • Social Impact • Software • Financial Services
Develop and grow referral partnerships with technology, HCM, benefits, accounting, and financial-advisor partners serving SMBs. Build strategic networks, generate leads, resolve partnership issues cross-functionally, and collaborate on partner marketing initiatives. Establish performance metrics and execute go-to-market and demand-generation strategies. This quota-driven role requires strong relationship-building, communication, autonomy, and three days per week in the field in Miami.
Fintech • HR Tech • Social Impact • Software • Financial Services
Build and grow referral partnerships with technology and HCM partners, benefit brokers, CPAs, and financial advisors serving SMBs. Create strategic referral networks, generate leads, establish partner goals and metrics, and execute go-to-market initiatives. Resolve partnership issues cross-functionally and collaborate with Marketing on events, email campaigns, and webinars. This quota-driven role requires independent relationship building and working in the field three days per week in Queens.
Fintech • HR Tech • Social Impact • Software • Financial Services
Provide strategic employment-law counseling to the People team across the employee lifecycle, including multistate compliance, investigations, disputes, litigation, accommodations, compensation, terminations, and employment documentation. Manage outside counsel and agency claims, develop policies and training, and advise on employee data privacy. Support adjacent privacy, regulatory, ERISA, commercial contracting, advertising, and litigation matters while applying AI tools to legal research, drafting, and analysis.
Fintech • HR Tech • Social Impact • Software • Financial Services
Lead Corporate FP&A activities including financial reporting, forecasting, scenario modeling, KPI development, and cross-functional budgeting. Support senior leadership and Board reporting, streamline FP&A processes, improve forecasting accuracy, and partner on FP&A system improvements to scale a high-growth SaaS business.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage and grow partner relationships (tech, HCM, brokers, CPAs, financial advisors) to drive referral leads and revenue. Build strategic networks, execute co-marketing and go-to-market initiatives, set performance metrics, resolve partnership issues cross-functionally, and meet quota in a territory-based, field-focused role.
Fintech • HR Tech • Social Impact • Software • Financial Services
Support GTM FP&A by building and maintaining GTM OPEX models, performing variance analysis, forecasting revenue and spend, automating reporting systems, and partnering with GTM and People teams on headcount and capacity planning to drive spend accountability and board-level financial narratives.
Fintech • HR Tech • Social Impact • Software • Financial Services
Lead and scale the account management function to drive client retention and expansion. Build strategic account frameworks, scalable upsell processes, and data-driven health scoring to predict churn. Partner with Product, Operations, and Sales, oversee quarterly business reviews, and serve as escalation for complex client issues while evolving systems and KPIs to support growth.
