\nWhy You'll Love This Role:\n\nThe Treasury Manager will oversee cash, investment management, banking administration, relationship management, cash forecasting, and analysis. The position reports to the Head of Tax and Treasury and collaborates closely with various finance, legal, and business unit partners. This is an exciting opportunity for you to join a scaling ed-tech company where you will work on the everyday stuff and be part of material projects that will help us go to the next level.\n\nHere’s a Taste of What You’ll Be Doing:\n\nCash, investment management, and risk management: \n\n\n* Formulate and oversee compliance with corporate cash management, investment, and financial risk management guidelines and policies.\n\n* Oversee and verify the accuracy of the daily cash position for all corporate and subsidiary cash and investment accounts, including daily review of positive pay expectations.\n\n* Perform inter-company and external cash transfers as required in conjunction with Accounts Payable.\n\n* Oversee FX risk and work with senior leadership to properly control the FX risk.\n\n*  Handle audit requests.\n\n* Perform month/quarter/year-end reporting.\n\n* Manage investment of excess cash.\n\n\n\n\nBanking administration and relationship management: \n\n\n* Oversee the timely opening and maintenance of domestic and international bank accounts, including access and authorizations.\n\n* Perform debt covenants analysis and reporting. \n\n* Maintain frequent communication with bank group members and vendors related to cash management, foreign exchange, technology services, and other matters. \n\n* Assist in managing relationships with bank and treasury services providers to mitigate risk, reduce the cost of services, and resolve disputes. \n\n\n\n\nForecasting and analysis: \n\n\n* Develop and maintain monthly cash forecasts to determine liquidity needs. \n\n* Supported the development of the Board of Directors and Management presentation materials and the execution of related analytics. \n\n\n\n\n You will have: \n\n\n* Bachelor's degree in Accounting, Finance, Business Administration, Economics, or related field.\n\n* Over 7 years of experience in corporate finance (treasury, FP&A, accounting, tax), banking, or professional services (accounting, consulting) \n\n* Knowledge of banking procedures and cash management concepts. Knowledge of sound internal control processes and risk management, including foreign exchange.\n\n* Strong understanding of financial statements and accounting principles.\n\n* Self-starter able to perform effectively in independent and team  \n\n* Able to manage multiple priorities in a dynamic  \n\n* High proficiency in MS Excel, Word, and PowerPoint.\n\n\n\n\nAt Go1, your base pay is one part of your total compensation package. This role pays between $123,000 and $138,000, and your actual base pay will depend on your skills, qualifications, and experience. This role is also eligible for the employee bonus plan and employee stock options. \n\nJoin our team at Go1 and be at the forefront of transforming education through innovative learning solutions. Together, we can change the world. One learner at time. \n\nWhile technical skills are important, it is just as important for us find people who will positively contribute to our diverse culture. We welcome you to apply, even if you don't exactly meet the criteria above. \n\n#LI-REMOTE #LI-AR1 \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Accounting, Education, Finance and Senior jobs that are similar:\n\n $75,000 — $130,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n

The Role\n\nThe Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.\n\nThe CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.\n\nThis role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.\n\nAddepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $109,000 - $170,000 + bonus + equity + benefits.\n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\n\n \nWhat You’ll Do\n\n\n* Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out.\n\n* Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.\n\n* Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.\n\n* Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.\n\n* Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.\n\n* Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.\n\n* Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:\n\n\n\n\n* Scoping of new projects that subsequently lead to additional service hours or a service package.\n\n* Introducing other Addepar products/partners for cross-selling.\n\n* Understanding contractual commitments and opportunities for additional revenue.\n\n\n\n\n* Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.\n\n* Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.\n\n* Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.\n\n* Share Addepar client success stories as well as client success frameworks and processes.\n\n* Develop/maintain technical and business knowledge of industry directions and trends.\n\n\n\nWho You Are \n\n\n* 10+ years in sales, client-facing, client success, and/or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, or other types of large enterprise or consulting firms; Ideally, also worked with a technical product.\n\n* Proven record of translating business needs into technical utilization of available product solutions.\n\n* Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.\n\n* Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.\n\n* History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.\n\n* Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.\n\n* Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.\n\n* Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.\n\n* Strong verbal and written communication skills; Strong time management and prioritization skills.\n\n* Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.\n\n* Ability to navigate data and people to find answers.\n\n* Independent, adaptable, and can thrive in a fast-paced environment.\n\n* Must be open to travel.\n\n* The ability to communicate in Spanish, Portuguese, or other languages is a plus.\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Consulting, Education and Senior jobs that are similar:\n\n $60,000 — $90,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States

\nAbout Flywheel \nFlywheel’s suite of digital commerce solutions accelerate growth across all major digital marketplaces for the world’s leading brands. We give clients access to near real-time performance measurement and improve sales, share, and profit. With teams across the Americas, Europe, APAC, and China, we offer a career with real impact, endless growth opportunities and the support you need to be the best you can be.\n\n\nThe Opportunity \nWe are seeking an experienced and strategic-minded Senior Media Manager to lead and drive our media initiatives within the retail media landscape. As a key member of our marketing team, the Senior Media Manager will be responsible for developing and implementing comprehensive media strategies, optimizing advertising campaigns, and ensuring alignment with overall business goals. The ideal candidate will possess a deep understanding of retail advertising platforms, data-driven decision-making skills, and a proven track record of successful media management.\n\n\n\nWhat You Will Do: \n* Lead client engagements and drive strategy discussions;\n* ​Help clients to plan and develop a budget and then work with your team to deliver campaigns according to KPIs agreed to with the client;\n* Provide guidance on campaign optimizations to ensure campaigns are set up for success;\n* Oversee keyword and bid strategy across available advertising options;\n* Establish structure and oversee development of daily, weekly, and monthly reporting, analytics, and performance insights for retail media campaigns;\n* Oversee creation and execution of Test & Learns, especially of emerging retailer ad offerings and internal Flywheel capabilities\n* Lead or oversee the success of recurring client calls\n* Develop broader account teams and direct reports to support career growth at Flywheel and progression to the next role\n* Accountable for accurate delivery of client campaign budgets and responsible for any mismanagement of client budgets by broader account teams\n* If Media and Retail engagement (Full Service), connect weekly with internal Retail team\n* Responsible for client education on trends and best practices, as well as sharing industry Thought Leadership\n* Work with teams to identify new opportunities for clients under management\n* Work with teams to quickly identify and resolve any client issues\n* Lead internal projects that support the continued growth of the Flywheel media team\n* Own agenda and preparation for Quarterly Business Reviews (QBRs) by client, delegating materials development to account teams\n* Deliver executive-Level partnership updates and support sr. level meetings along side Flywheel Directors and VPs\n* Travel required, based on client needs\n\n\n\nWho You Are:\n* Bachelor’s Degree with at least 6 years of account management experience\n* Digital Retail (Retail Media preferred) experience required\n* At least 2 years of experience in Ecommerce media management\n* Digital marketing, financial/quantitative analytics experience\n* Strong analytical skills, with adequate knowledge of Microsoft Excel—pivot tables and ‘VLOOKUP’;\n* Detail-oriented, good project management and organizational skills with the ability to work on tight deadlines;\n* Experience in developing, managing, and analyzing online promotion campaigns;\n* Possess strong interpersonal, presentation and communication skills;\n* Innovative, scrappy, and independent thinker with the ability to influence using data;\n* Ability to thrive in dynamic and demanding situations with minimum supervision\n* Experience leading successful teams, including developing junior colleagues to progress in their careers\n* Proven ability to effectively communicate performance, thought leadership and partnership updates to sr. leadership at clients, inclusive of C-Suite contacts \n\n\n\n\n$125,000 - $150,000 a year\n\nFlywheel is committed to fair and equitable compensation practices, actual salary will be determined based on geography & level of experience.  The current range is calculated in USD, for other global locations please connect with your Recruiter.\n\n\nWorking at Flywheel\n\n\nWe are proud to offer all Flywheelers a competitive rewards package and unparalleled career growth opportunities and a supportive, fun and engaging culture. \n\n\n• We have office hubs across the globe where team members can go to feel productive, inspired, and connected to others\n• Vacation time will depend where you're located \n• Great learning and development opportunities\n• Benefits will depend on where you're located\n• Volunteering opportunities\n• Learn more about us here: Life at Flywheel\n\n\nThe Interview Process:\n\n\nEvery role starts the same, an introductory call with someone from our Talent Acquisition team. We will be looking for company and values-fit as well as your professional experience; there may be some technical role-specific questions during this call.\n\n\nEvery role is different after the initial call, but you can expect to meet several people from the team 1:1 and there might be further skill assessments in the form of a Take Home Assignment/Case Study Presentation or Pair Programming/Live Coding exercise depending on the role. In your initial call, we will walk you through exactly what to expect the process to be.\n\n\nInclusive Workforce\n\n\nAt Flywheel, our goal is to create a culture where individuals of all backgrounds feel comfortable in bringing their authentic selves to work. We want all Flywheel people to feel included and truly empowered to contribute fully to our vision and goals.\n\n\nFlywheel is an Equal Opportunity Employer and participates in E-Verify. Everyone who applies will receive fair consideration for employment. We do not discriminate based upon race, colour, religion, sex, sexual orientation, age, marital status, gender identity, national origin, disability, or any other applicable legally protected characteristics in the location in which the candidate is applying.\n\n\nIf you have any accessibility requirements that would make you more comfortable during the application and interview process, please let us know at [email protected] so that we can support you.\n\n\nPlease note, We do not accept unsolicited resumes.\n\n\nIMPORTANT ALERT: Please beware of fraudulent job communications from individuals falsely claiming to be from Flywheel. We've identified fraudulent activity through social media and messaging services purporting to be from Flywheel requesting payments for job- and recruitment-related expenses. Flywheel never asks candidates for personal information such as bank account data or tax IDs nor payments via social media or chat-based applications. Report suspected fraud to local authorities immediately. To learn more, click here.\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Education, Microsoft, Senior, Marketing and Ecommerce jobs that are similar:\n\n $65,000 — $105,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nUS - Remote

\nWho are we?\n\nSmarkets is a betting exchange for sports and political trading that has handled over £29 billion in volume since 2010. Our company mission is to fix the betting industry with the best products and best prices. We are upending the sports betting industry by growing a transparent platform that offers the best value for bettors, with the fairest odds, best technology and a superior customer experience.\n\nSmarkets is a Series B tech company that brings a professional, product-led approach to our mission. We embrace collaboration, trust, innovation and scientific rigour, while we celebrate ambitious goals and passionate energy. Our culture rewards people on merit and excellence and we strive to provide a working environment where recognition, challenges, support, collaboration, interesting benefits and shared meals provided by our chefs mix together to let you unlock your potential, grow with us and become your best self.\n\nJoin our team and play a pivotal role in shaping the future of our betting trading technology landscape.\n\nRole expectations and responsibilities\n\nJoin us at the forefront of engineering innovation as a Senior Cloud Infrastructure Maestro! As a key collaborator, you’ll delve deep into cloud-based architecture, wielding your expertise to strike the perfect balance between visionary design and real-world practicality.\n\nYour playground? An environment where autonomy reigns supreme, ownership is the norm, and innovation pulses through every line of code. Here, you’ll champion engineering best practices, carving out standards that push boundaries while keeping a keen eye on costs and business objectives.\n\nYour canvas? A landscape brimming with cutting-edge tech—microservices, Kubernetes, and beyond. Your mission? To explore and champion the next big thing that will keep our company’s tech prowess unparalleled.\n\nYour toolkit? It’s diverse and robust, from Linux wizardry to terraforming mastery, Python and Bash scripting finesse to the orchestration of high-scale Kubernetes-based microservices on AWS cloud. Your expertise in networking configurations and security measures will fortify our infrastructure, ensuring not just efficiency but ironclad protection.\n\nBut it doesn’t stop there. Your leadership shines through in navigating audits and compliance checks, guaranteeing that our technology adheres to the highest industry standards.\n\nAnd if you’re brimming with experience in managing Developer and SRE tooling platforms like GitLab, Jenkins, Grafana, and more, or have wielded the powers of PostgreSQL, Redis, and Kafka data stores in commercial settings, we’re eager to have you on board!\n\nIn a vibrant startup setting where everyone lives and breathes technology, where camaraderie fuels our close-knit teams, and where engineering uniqueness is a way of life—this is where you’ll thrive. Come shape the future of tech with us!\n\nRole Requirements:\n\n\n* You have to be based in Europe (EU)\n\n* You are a key player with in-depth knowledge of cloud-based infrastructure architecture patterns.\n\n* You are proficient at balancing between idealistic design and short-term pragmatic goals.\n\n* You actively help defining and reinforcing the standard for engineering best practices.\n\n* You explore and promote the next big technologies that will keep the company’s edge.\n\n* You have a solid knowledge of cloud-based application and microservices architecture patterns.\n\n* Strong Linux system administration skills.\n\n* Strong IAC and terraform knowledge and awareness of best practices.\n\n* You are proficient in Python and Bash scripting.\n\n* You are an expert at configuring and managing networking components, including VPN setups, to establish secure and efficient communication within and beyond the infrastructure.\n\n* You have extensive experience managing high-scale Kubernetes-based microservices infrastructure on AWS cloud.\n\n* You have experience leading and navigating technology infrastructure audits, ensuring compliance with industry standards and best practices.\n\n* You have 6+ years of experience in cloud infrastructure engineering.\n\n* You have extensive experience managing self-hosted developer and SRE tooling platforms such as GitLab, Jenkins, Grafana, Kibana, Sentry, Kafka, Elasticsearch, Prometheus.\n\n* You have commercial work experience using PostgreSQL database, Redis and S3 data stores.\n\n\n\n\nBenefits and Values\n\nWe offer a competitive salary package and benefits, along with a dynamic and collaborative work environment. Our values are at the heart of everything that we do which include; push to win, make others better, give a shit, be a pro and bring the energy. \n\nWe believe these are the fundamentals to ensure we are delivering what’s expected of us in the best way possible for ourselves and for those around us. Your work with us will make an impact and your voice will be heard. We are a diverse team with a strong work ethic and plenty of hunger to win. We have designed our benefits offering around Health, Wealth, Lifestyle and Development. These include:\n\n\n* Stock options which vests over 4 years\n\n* Pension scheme - An impressive pension scheme via Aviva. We will match 6% if you choose the same\n\n* Health insurance\n\n* Fresh fruit and snacks provided in the office everyday! (tea, coffee, soft drinks also included)\n\n* We’re a member of a cycle to work scheme\n\n* We want to continue to invest in all our employees and do so by providing a £1000 yearly education budget that can be used on courses, conferences, books or training\n\n* 25 days paid holiday + bank holidays to enjoy - you have the choice to carry over 5 days to the next year!\n\n* Flexible working - we want to provide a hybrid model approach to working and provide you with 2 days a week working from home.\n\n* 20 days a year of globally working - we provide the ability to work from anywhere in the world for up to 20 days a year.\n\n* We will provide you lunch everyday in the office - you don’t need to worry about feeding your belly as we have it sorted with top quality food served by our in-house Chef Alex!\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Design, Redis, Python, Education, Cloud, Senior, Engineer and Linux jobs that are similar:\n\n $60,000 — $110,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nLondon, England, United Kingdom

The Role\n\nThe Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.\n\nThe CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.\n\nThis role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.\n\nAddepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $67,000 - $105,000 (base salary)  + bonus + equity + benefits. \n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat You’ll Do\n\n\n* Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day-in and day-out.\n\n* Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.\n\n* Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.\n\n* Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.\n\n* Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.\n\n* Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.\n\n* Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:\n\n\n\n\n* Scoping of new projects that subsequently lead to additional service hours or a service package.\n\n* Introducing other Addepar products/partners for cross-selling.\n\n* Understanding contractual commitments and opportunities for additional revenue.\n\n\n\n\n* Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.\n\n* Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.\n\n* Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.\n\n* Share Addepar client success stories as well as client success frameworks and processes.\n\n* Develop/maintain technical and business knowledge of industry directions and trends.\n\n\n\nWho You Are \n\n\n* 2+ years in client-facing, client success, or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, consulting, or other types of large enterprise firms; Ideally, also worked with a technical product.\n\n* Proven record of translating business needs into technical utilization of available product solutions.\n\n* Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.\n\n* Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.\n\n* History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.\n\n* Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.\n\n* Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.\n\n* Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.\n\n* Strong verbal and written communication skills; Strong time management and prioritization skills.\n\n* Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.\n\n* Ability to navigate data and people to find answers.\n\n* Independent, adaptable, and can thrive in a fast-paced environment.\n\n* Must be open to travel.\n\n* The ability to communicate in Spanish, Portuguese, or other languages is a plus.\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Education and Senior jobs that are similar:\n\n $65,000 — $100,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States