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Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Client Success Management (CSM) team at Addepar is responsible for a client's complete post-sales lifecycle. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles have such a direct impact on the company's growth. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single-Family Offices, Multi-Family Offices, and traditional Wealth Management Firms. 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. This role works closely with the Account Manager, cross-functional R&amp;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. Addepar 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. The current range for this role is $109,000 - $170,000 (base salary) + bonus + equity + benefits. Your 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. <h4>What You’ll Do</h4> <ul> <li>Have a deep understanding of Addepar's Strategic Client segment, including industry challenges and goals, and a strong understanding of how they use Addepar to increase client adoption and growth and ensure account retention.</li> <li>Provide strategic oversight during the entire client journey, including implementation, optimization, growth, and renewal, so your team can seamlessly hand over knowledge and responsibilities where appropriate.</li> <li>Partner with your account manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, as well as review product usage, adoption patterns, and insights.</li> <li>Be the client's voice in Product Management, Product Marketing, Support, Renewals, Services, Finance, etc., building strong working relationships with each to ensure client success and consistency of contact.</li> <li>Build and maintain a high level of client happiness and referenceability by successfully diagnosing clients' business operations and prescribing appropriate solutions and Services.</li> </ul> <h4>Who You Are </h4> <ul> <li>10+ years of experience working in a client-facing role with a proven track record and in-depth knowledge of our strategic client segment</li> <li>Strong work ethic, upbeat, proactive, standout colleague</li> <li>Excellent problem-solving, communication, organization, and time leadership skills</li> <li>Data and metric-driven</li> <li>Flexibility and ability to adapt to new demands; strong sense of urgency</li> <li>Assertiveness, candor, and a “company first” mentality</li> <li>Minimum of Bachelor’s Degree or equivalent experience</li> </ul> Key to the position is strong leadership capabilities, which include building, cultivating, and supporting a high-performance team, supporting team objectives, and driving client success. This person must have a successful track record of collaborating with multiple cross-functional team members, including sales, marketing, R&amp;D, Finance, and Legal, and interacting regularly with senior-level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community. Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Sr. Client Success Manager

<h2 id="who-we-are">Who we are</h2> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> As a regulated business, our second line of defense team plays a critical role in ensuring Stripe is effectively trained and aware of our top risks and regulatory obligations. In this role you will help to ensure that Stripe continues to promote a culture of risk and compliance. You will play a key role in the development and evolution of Stripe’s risk and regulatory compliance programs. The Compliance Program and ERM Oversight team is part of the second line of defense focused on enabling Stripe to meet its regulatory and partner requirements for Enterprise Risk Management Activities. We work across Stripe’s global teams to drive the maturation and adoption of the ERM program through the development, implementation, oversight and reporting of Risk Management Activities, primarily Risk Assessment, Risk Appetite and Issue Management. What you’ll do You will be responsible for evolving and transforming Stripe’s ERM program frameworks across the risk management lifecycle, from establishing mechanisms for emerging risk identification to refining risk assessment processes and methodologies to building robust yet customizable risk reporting. You’ll facilitate and oversee constituent processes, such as issues and incident management, and help ensure they directly inform risk monitoring and assessment efforts. Given Stripe’s global presence, your role will involve designing, implementing, and managing these as flexible and scalable solutions with diverse communication strategies. You will also utilize tailored outreach and effective training to drive adoption and foster a culture of risk awareness. Finally, you will work closely with ERM data analysts to identify and create key risk indicators (KRIs) and monitoring tools that improve the understanding and management of risks. Responsibilities: <ul> <li>Help drive the maturation and adoption of the ERM program across the organization, ensuring alignment on vision, executing on multi-year roadmap, embedding foundational elements, and ensuring adherence to industry best practices, network/partner standards and requirements, and regulatory expectations </li> <li>This role involves project management, managing ERM processes, and developing enterprise-wide policies, while facilitating the implementation and integration of risk management principles throughout the organization </li> <li>Contribute to and assist with the preparation of management and board committee reporting </li> <li>Lead and enhance the Risk and Control Self-Assessment (RCSA) program, taking ownership of processes, documentation, and risk mitigation efforts. Collaborate with the second and first lines of defense (2LoD and 1LoD) to conduct dynamic risk assessments, identify key risks, prioritize risk drivers, and implement effective treatment strategies. Oversee the tracking of action plans to ensure proper risk management across global and entity-level operations. </li> <li>Manage the risk acceptance process by designing and coordinating acceptance procedures, ensuring thorough evaluation and documentation of acceptances, facilitating formal approvals, and maintaining clear communication of accepted risks and implications to relevant stakeholders </li> <li>Facilitate the development and deployment of a risk appetite framework.Collaborate with Key stakeholders from the First and Second Lines of Defense to determine risk appetite tolerances and document statements in alignment with organizational objectives. Establish monitoring mechanisms by identifying metrics and KRIs, oversee procedures for breaches, and ensure clear communication on risk tolerance to stakeholders. </li> <li>Sustain and embed issues management and incident management, driving consistency and quality of documentation and process application across the Enterprise </li> <li>Coordinate and ensure program integration with assurance and monitoring, audit, and 1LoD risk management functions </li> <li>Promote a positive risk-aware culture through training, communication, and understanding of best practices </li> <li>Keep abreast of industry trends, regulatory changes, and emerging risks to proactively identify potential threats and opportunities and evolve the risk management framework to align with changing business and regulatory practices </li> </ul> Who you are We’re looking for an Enterprise Risk Management (ERM) Program Manager (PgM) to mature and manage the second line of defense ERM program and framework. This role will be instrumental in driving Stripe’s global enterprise risk management efforts, with direct impact across the company globally. The successful candidate will be responsible for innovation, governance, and management necessary to help the business identify, evaluate, mitigate, and monitor the company's most material risks. Minimum requirements <ul> <li>10+ years of professional experience in compliance, enterprise risk management, business process analysis, strategy and operations, consulting, and/or program management with </li> <li>Knowledge and understanding of risk management frameworks, risk assessment methodologies, risk mitigation and response practices, and control library management </li> <li>Familiarity with risks that global fintechs with a wide-range of payments and consumer products face </li> <li>Strong critical thinking and analytical skills, and the ability to distill complex, ambiguous risk and policy problems into clear, concise, and reliable conclusions </li> <li>Highly detail-oriented, organized, with strong cross-functional project management skills and a proven record of standing up and overseeing programs </li> <li>Proven stakeholder management, including navigating difficult situations, negotiating timelines, and influencing stakeholders across organizations and borders </li> <li>Excellent written and verbal communication skills, with a demonstrated aptitude for communicating clearly and effectively to a wide array of audiences, including senior management </li> <li>Excellent executive management and board-level reporting skills </li> <li>Comfort with ambiguity and fast-paced environments, along with an ability to adapt as needed </li> </ul> Preferred qualifications <ul> <li>At least 3 years of experience in the FinTech or financial services industry </li> <li>Experience working with GRC solutions </li> </ul> This role is available either in an office or a remote location (typically, 35+ miles or 56+ km from a Stripe office). Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $158,000 - $237,000. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations New York Remote locations Remote in United States Job type Full time <a href="#">Apply for this role </a>

Stripe

Enterprise Risk Manager Program Manager

Job Description:An SMB Account Executive Team is responsible for prospect inquiries and also assisting customers through a digital transaction. They also work closely with and provide direction to the extended account team (solution engineers, business development reps and customer success managers), to identify the best 'plan of attack', increase efficiencies, and develop winning tactics and strategies for your accounts.Who you’re committed to being:<ul> <li>You enjoy learning and are open to new ways of doing things.</li> <li>You are not afraid to be yourself, experiment, make mistakes and learn from them, ask questions, or voice your concerns.</li> <li>When communicating you are self-aware, insightful, and proactive.</li> <li>You are a team member first and individual contributor second. You are aware that high-performing teams are only as strong as their weakest link.</li> <li>You believe in continuous improvement and request frequent feedback from others.</li> </ul>What you'll do:<ul> <li>Work with the Digital Sales leader to help enhance internal digital sales processes.</li> <li>Guide new and existing customers through the digital sales motion (web chat, email, etc) by answering questions and helping them understand Pluralsight’s value proposition. </li> <li>Work with Account Executives to ensure accounts are transitioned to the correct segments.</li> <li>Build relationships with customers, identify and care for customer needs, maintain accuracy in Salesforce, develop processes for meaningful customer experience, and identify companies who visit the website.</li> <li>Own each moving piece of the digital sales motion; identifying bottlenecks and making recommendations on improvements to drive process improvements, bookings and revenue. </li> <li>Ownership of the full sales cycle from lead creation to closed won</li> <li>Weekly, monthly and quarterly forecasting of revenue</li> <li>CRM data accuracy and input throughout the sales cycle</li> <li>Working closely with the extended partnership team</li> <li>Be accountable for consistently generating pipeline revenue</li> <li>A standout teammate that goes above and beyond</li> </ul>Experience you'll bring:<ul> <li> 1-3 years of sales experience</li> <li>Experience managing a pipeline and closing contracts</li> <li>Excellent verbal, written and presentation communication skills both with customers </li> <li>Experience with Salesforce or similar CRM tools preferred </li> </ul>Requirements:<ul><li> 1-3 years of sales experience</li></ul>Why you'll love work<ul> <li>A collaborative, not cut-throat sales environment</li> <li>We build extraordinary salespeople through an emphasis on coaching, personal development, and growth</li> <li>World-class enablement to support our entrepreneurial AEs - resources and processes that support the sales (versus getting in your way)</li> <li>Comp packages that recognize performance with obtainable OTEs and realistic quotas</li> <li>Unlimited PTO</li> <li>16+ weeks parental leave (16 weeks + 6 weeks flex time for primary caregiver)</li> <li>Comprehensive medical coverage for you and your family.</li> <li>Hybrid work models, blending the best of work-from-home independence and in-office team collaboration</li> </ul>Travel Requirements While Pluralsight operates under a remote and hybrid work model, we believe that in-person connection and collaboration are important. Recurring travel to our HQ in Utah may be required depending on the role and team member location.hysical and Mental Requirements Work is performed in an office (or home office) environment and requires the ability to operate office equipment and keyboards. Sedentary work. Repetitive work. Ability to perform tasks related to documentation, data analysis, transcription and extensive content analysis. Learn new tasks, remember processes, complete tasks independently, and make timely decisions in the context of a workflow.EEOC StatementBring yourself. Pluralsight is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, age or protected veteran status. Pluralsight will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.The annual base salary + variable for this role is $81,000 - $90,000 USD. Pluralsight's pay ranges vary based on work location. Talent Acquisition can share more detail during the hiring process when applicable. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. In addition to the base salary and variable, this role may also be eligible for benefits and bonuses.Applications must be submitted within 90 days after the initial posting date to be considered.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please visit the <a href="https://www.pluralsight.com/careers" target="_blank">bottom of our website</a> to learn how to request an accommodation. For more information on Pluralsight’s commitment to building a more diverse and inclusive workforce, please review our most recent Diversity, Equity, Inclusion and Belonging report <a href="https://www.pluralsight.com/about/diversity-and-belonging" target="_blank">here</a>.#LI-LR#LI-Remote

Pluralsight

SMB Account Executive

<h2 id="who-we-are">Who we are</h2> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> Enterprise Engineering's mission is to ensure that Stripe's customers get the most value out of their integrations with our products. We do that by supporting the work of Solutions Architects, Professional Services, and Account Executives through software that enhances collaboration, automation, and innovation. We are looking for an experienced engineer to join our small, globally distributed team. <h2 id="what-youll-do">What you’ll do</h2> <h3 id="responsibilities">Responsibilities</h3> <ul> <li>Write code in a wide range of technologies and infrastructure, both built in-house and provided by external vendors, such as Temporal, Salesforce, and Kantata (Mavenlink) </li> <li>Lead technical design and architecture of applications </li> <li>Lead projects by scoping and breaking down work, then coordinating the work amongst team members and partner teams </li> <li>Work with cross-functional stakeholders to refine or design new business processes, and then develop software and automations to support these processes </li> <li>Maintain a high level of code quality and operational rigor by leading by example </li> <li>Perform code reviews and mentor other members of the team </li> <li>Operate and maintain systems that we own </li> </ul> <h2 id="who-you-are">Who you are</h2> We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. <h3 id="minimum-requirements">Minimum requirements</h3> <ul> <li>7-10 years relevant experience in full stack web software development. You should have experience with the full development lifecycle of building, deploying, and maintaining web applications. </li> <li>Has experience in a range of software languages and frameworks. Examples of what we work with include: </li> <li>Have a proven track record of successfully leading software development projects </li> </ul> <h3 id="preferred-qualifications">Preferred qualifications</h3> <ul> <li>Eager to learn continuously about new technologies and business processes </li> <li>Strong collaboration and communication skills with both technical and non-technical counterparts </li> <li>Able to reason clearly and move with urgency in a fast-paced, ambiguous environment </li> <li>Able to think outside of the box and be creative in designing and delivering the best solutions for our users </li> <li>Enjoy a range of product development activities, from architecture design and planning, to user interviews, to writing code </li> </ul> This role is available either in an office or a remote location (typically, 35+ miles or 56+ km from a Stripe office). Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $179,400 - $269,200. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations South San Francisco HQ Remote locations Remote in United States Team Operations Job type Full time <a href="#">Apply for this role </a>

Full Stack Engineer, Enterprise Engine

What you can expectThe Partner Profitability Lead sets and executes the global strategy of how Zoom invests in partners to build and accelerate their Zoom practice and performance. This role is responsible for driving value exchange, ensuring every dollar invested has the highest possible ROI, partner transaction models lend to growth, and partner investments are competitive with other vendors in the industry. The Partner Profitability lead will work with finance, program managers, channel strategy leaders, operations and partners to develop the profitability strategy and ensure alignment, support, and execution of that strategy into all programs. About the teamThe Partner Profitability Lead will play a pivotal role in setting and executing the global strategy for how we invest in partners to build and accelerate their Zoom practice. This role is crucial in ensuring that our partner investments yield the highest possible return on investment (ROI) while maintaining competitiveness within the industry.Responsibilities<ul> <li>Developing and executing the multi-faceted strategy for partner profitability, aligning with the company's overall objectives and goals. </li> <li>Owning the deal registration model, including program, policies, governance and profitability. </li> <li>Collaborating with cross-functional teams including finance, program managers, channel strategy leaders, operations, and partners to develop and implement partner profitability initiatives.</li> <li>Building individual incentive programs in alignment with profitability strategy including rebates, SPIFs, Funded Head, promotions, Deal Registration, MOUs and more. </li> <li>Developing and maintaining profitability and ROI models</li> <li>Analyzing partner investments and performance metrics to identify opportunities for optimization and improvement.</li> <li>Driving value exchange between Zoom and its partners, ensuring that investments result in mutual benefits and sustainable growth ensuring that partner investments are industry competitive and aligned with market trends.</li> <li>Working closely with finance to track and measure the ROI of partner investments, providing regular reports and insights to key stakeholders.</li> <li>Tracking and reporting on invested dollars and resources to ensure ROI and Value Exchange. </li> <li>Collaborating with designers to build customer, channel partner, and internal, program documents, business process and operations to message and execute programs.</li> </ul>What we're looking for<ul> <li>7+ years of partner incentive and deal registration management experience in SaaS industry.</li> <li>Experience gathering input and requirements from both internal and external stakeholders to develop a comprehensive strategy and plan. </li> <li>Experience in building ROI financial models, detailed reporting, deal registration models and best practices</li> <li>Experience of working in channel programs across multiple geographies</li> <li>Expertise in Salesforce CRM for tracking, analyzing and reporting partner performance.</li> <li>Expertise in gathering, integrating, and delivering outcomes based upon stakeholder feedback.</li> <li>Expertise in channel development in a high-growth, enterprise SaaS/Cloud business.</li> <li>Display a proven record of implementing highly effective incentive programs as well as designing, developing, soliciting and implementing feedback, launching programs on time in a fast paced environment. </li> </ul>Salary Range or On Target Earnings:Minimum:$121,600.00Maximum:$266,000.00In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.Note: Starting pay will be based on a number of factors and commensurate with qualifications &amp; experience.We also have a location based compensation structure; there may be a different range for candidates in this and other locationsAt Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!Anticipated Position Close Date:11/04/24Ways of Working Our structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.Benefits As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click <a href="https://careers.zoom.us/benefits" target="_blank">Learn</a><a href="http://careers.zoom.us/benefits" target="_blank"> </a>for more information.About Us Zoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars. We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment. Our Commitment​ We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. If you need assistance navigating the interview process due to a medical disability, please submit an <a href="https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&amp;d=1127274756253361" target="_blank">Accommodations Request Form</a> and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.#LI-Remote

Zoom

Partner Profitability Lead

<h2 id="who-we-are">Who we are</h2> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> Global Deal Management’s (GDMs) primary goal is to ensure operational excellence across deal cycles, increase revenue through the development of transformative commercial constructs, and drive closure of Stripe’s sold portfolio. The team's reach is widespread across Stripe, not exclusive to one sales segment or geographical region; GDM drives change across go-to-market, positively impacting Stripe users and cross-functional teams. GDM’s priorities are set through the direction of Stripe leadership and executive vision, partnership with sales and cross-functional organizations, as well as User feedback and market insights. <h2 id="what-youll-do">What you’ll do</h2> Stripe’s Global Deal Management team is looking for a Deal Analyst to focus on the closure of custom and standard commercial deals. This includes supporting deal lifecycles for large, transformational, and strategic opportunities. You will be responsible for deal lifecycle management and supporting cross-organizational alignment. This role requires a background in driving custom pricing deals to closure, a strong understanding of private pricing frameworks, and experience supporting sales through negotiations. The candidate will have experience with SaaS products, private pricing strategies, and a background in supporting selling motions. The candidate will have strong communication skills and executive presence to effectively communicate with Stripe leadership. You will love this job if you are a natural relationship and mechanism builder. <h3 id="responsibilities">Responsibilities</h3> <ul> <li>Work directly with customers, sales teams, sales leaders, and services/support teams to advise on deal structures, establish compelling commercials, and drive closure of customer issues. </li> <li>Understand the business and technical requirements of our customers and partners, advising sales teams on the best approach (balancing risk between custom terms and internal system limitations). </li> <li>Work cross-functionally to develop global mechanisms for global deal management (sales intake, approval matrixes, systems of record, contracting mechanisms, billing enablement, new commercial constructs). </li> <li>Remove internal blockers between cross-functional teams such as Product, Legal, Finance, Accounting, Service Teams, etc. </li> <li>Support the sales cycle to ensure the deal terms align with Stripe goals, strategic vision is met, and closes as forecasted. </li> <li>Support complex negotiations involving bespoke commercial and legal agreements. </li> <li>Support the pricing and structuring of multithreaded product use cases in all segments and industries especially in highly competitive sales. </li> <li>Quickly build credibility and trust with internal customers. </li> <li>Provide strong support, communication, and persuasion skills including cross-functional teams and senior leaders. </li> </ul> <h2 id="who-you-are">Who you are</h2> We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. <h3 id="minimum-requirements">Minimum requirements</h3> <ul> <li>BA/BS degree in Business, Technology, Finance, or Economics. </li> <li>4+ years of experience in deal management/procurement/pricing strategy/financial consulting/legal. </li> <li>Experience working in ambiguous, quickly scaling environments, comfortable with high-agency. </li> <li>Strong communication, presentation, negotiation, and project management skills. </li> <li>Experience working in Payments and/or SaaS. </li> </ul> <h3 id="preferred-qualifications">Preferred qualifications</h3> <ul> <li>MBA degree in Business, Technology, Finance, or Economics. </li> <li>Law degree with experience in either Corporate or International Law </li> <li>Has a strong understanding of the Payment’s domain and can sell and communicate the vision for one-of-a-kind use cases. </li> </ul> This role is available either in an office or a remote location (typically, 35+ miles or 56+ km from a Stripe office). Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $101,840 - $152,760. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations Chicago Remote locations Remote in United States Team Revenue Operations Job type Full time <a href="#">Apply for this role </a>

Deal Desk Analyst

<h3 id="who-we-are">Who we are</h3> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> The Stripe Billing team builds software tools that accelerate the economic and technological growth of global businesses by helping them operationalize their commercial relationship with their customers. Our product offering is a robust set of building blocks which our customers combine in creative ways to support their ever-evolving business. Our Billing platform serves as the strong foundation to support different billing models, customer acquisition channels and ways of issuing bills and collecting payments. We also offer tools such as billing and SaaS analytics, revenue retention and recovery, designed to meet the full recurring revenue management needs of startups and large enterprises alike. <h3 id="what-youll-do">What you’ll do</h3> As a Product Manager on Stripe Billing, you will be responsible for understanding user needs, developing long-term product plans to solve categories of problems for our users and shaping specific product features to solve those user needs. You will also be responsible for the growth and usage of our products, to ensure we’re helping businesses get the most value from using Stripe Billing. At Stripe, product development is an extremely collaborative effort between engineering, design, product marketing, data science and customer-facing teams. You’d be joining a team of experienced Product Managers who have a track record of successfully building large-scale business and consumer products that are collectively impacting millions of users around the world. <h3 id="responsibilities">Responsibilities</h3> On a day to day basis you will spend your time split between external meetings with customers and internal discussions with your engineering, design, marketing, analytics, and sales counterparts. You will identify the most important problems to solve, develop product solutions and work with engineering and design to scope the work. You will articulate the product vision, develop annual and quarterly plans, and collaborate with other functions to deliver these solutions to our users and make them successful. <h3 id="who-you-are">Who you are</h3> We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.Minimum requirements <ul> <li>6+ years relevant product management experience </li> <li>Strong technical skills e.g., ability to gain an in-depth understanding of software systems, build a robust integration with the Stripe API, make meaningful contributions to high-stakes discussions on API design, data modeling and software architecture </li> <li>Strong customer empathy across different segments and personas: from startups to large enterprises, across both engineering and finance functions </li> <li>Strong product sense: ability to understand user needs in-depth and build delightful product experiences to solve them and make our users successful </li> <li>Strong communication skills: ability to synthesize complex discussions, write succinctly and present to senior stakeholders both within and outside Stripe </li> </ul> <h3 id="preferred-qualifications">Preferred qualifications</h3> <ul> <li>You have experience managing technical software products from infancy to scale </li> <li>You can internalize an entire cross-functional business and lead a comprehensive product vision </li> <li>You have experience designing and building a multi-product platform </li> <li>You’re a creative product thinker who loves collaborating across the company with engineering, analytics, marketing, design and sales to experiment and build superior products </li> <li>You have strong written and verbal communication skills with a talent for precise articulations of customer problems </li> <li>You’re motivated by the chance to improve the lives of your users </li> <li>You’ve ever started or run a business before (not a requirement) </li> <li>You’re scrappy, you do what it takes to get it done </li> </ul> Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. The annual US base salary range for this role is $178,600 - $268,000. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations New York, South San Francisco HQ, or Seattle Team Revenue &amp; Financial Automation Job type Full time <a href="#">Apply for this role </a>

Product Manager, Billing

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure 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! You will become a trusted advisor to these clients, deeply understanding their business and their needs and helping them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product &amp; Engineering and Services teams to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions. Addepar 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. The current range for this role is $67,000 - $105,000 (base salary) + bonus + equity + benefits. Your 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. <h4>What You’ll Do</h4> <ul> <li>Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.</li> <li>Provide client support to senior team members during implementation, business reviews, instance reviews, and other BAU tasks to ensure an outstanding client experience. </li> <li>Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.</li> <li>Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as review product usage patterns</li> <li>Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to new projects, additional Addepar products, or partner solutions</li> <li>Advocate for clients, building strong working relationships with cross-functional teams to ensure client success</li> </ul> <h4>Who You Are </h4> <ul> <li>3-5 years experience in an RIA or Single Family Office oriented business or environment, preferably in a client-facing role for financial products or services for UHNW clients</li> <li>Strong analytical skills and a consistent framework or process approach to problem-solving.</li> <li>You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients</li> <li>Strong time management and prioritization skills, as well as verbal and written communication skills</li> <li>Experience building and improving client engagement strategies with a track record of success, as proven by improved client health, reference-ability, and platform adoption. </li> <li>You have handled demanding customers or situations and can demonstrate resolutions.</li> <li>Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. </li> <li>Ability to navigate data and people to find answers</li> <li>Independent, adaptable, and can thrive in a fast-paced environment</li> <li>You are open to travel</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Client Success Manager - RIA & SFO

Req ID: 75719 Location: Tulsa -TUL Areas of Interest: Accounting Pay Transparency Salary Range: Not Available Application Deadline: 11/22/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! <h2>Job Description</h2> The Accountant II, Accounting Operations is responsible for performing a wide range of accounting tasks in the areas of accounting operations, reconciliation, and reporting. This position generally compiles information from sources throughout BOK Financial and its subsidiaries, and performs accounting reconciliations, journal entries, month-end close responsibilities, operational accounting functions, and projects for process improvements. <h2>Team Culture</h2> A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. <h2>How You'll Spend Your Time</h2> <ul> <li>You will perform month-end close responsibilities and provides support and assistance to the management team.</li> <li>You will prepare reconciliations of asset, liability, and equity accounts, and will initiate journal entries to record transactions.</li> <li>You will perform operational accounting tasks, such as disbursing funds, preparing operational reports, and coordinating accounting information with other departments of the bank.</li> <li>You will provide guidance and direction to various areas of the bank when accounting-related errors are found, and will be responsible for ensuring the appropriate corrections.</li> <li>You will perform data entry of accounting-related information, such as account balances, invoices, and reconciling items. </li> <li>You will review the accuracy of accounting-related information such as amounts, contract terms, and proper approvals.</li> <li>You will be responsible for responding to internal or external inquiries about general ledger reconciliation and operational activity.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Accounting, and 2+ years related bank accounting experience or 4+ years equivalent experience in accounting or finance. <ul> <li>Working knowledge and intermediate understanding of generally accepted accounting principles</li> <li>Ability to understand technical accounting topics</li> <li>General knowledge and understanding of bank operations</li> <li>Excellent PC skills including spreadsheet, database, and word processing applications; ability to operate a 10 key by touch </li> <li>Effective communication skills in order to explain accounting concepts and resolve problems </li> <li>Effective problem-solving skills in order to identify and resolve discrepancies</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Accountant II, Accounting Operations

Sr. Product Marketing Manager, Enterprise Go-To-MarketWhat you can expectWe are hiring a Senior Product Marketing Manager to lead Zoom’s enterprise go-to-market strategy. This includes creating and own centralized messaging, drive sales and partner enablement, and influence pipeline health across the enterprise segment. This is a U.S. remote, individual contributor role with no direct reports. Travel is limited but may be required for events, partner, or customer meetings.About the TeamThis person is also responsible for the alignment between sales, sales operations, enterprise marketing, product marketing, industry marketing, demand gen, and product teams. You’ll work across teams to deliver impactful projects that are changing the way people work. And enjoy opportunities to advance your career in a diverse, inclusive environment.Responsibilities<ul> <li>Owning our cross-platform positioning statement, messaging, long-form narrative, and corporate first call deck (“Why Zoom”).</li> <li>Creating compelling narratives for key launch moments at Zoom events like Zoomtopia (our annual customer conference), including Perspectives (our annual analyst events), and third-party events (like Enterprise Connect).</li> <li>Developing, maintaining, and iterating on Zoom’s base executive briefing content.</li> <li>Creating and executing engaging sales enablement programs to train our distribution team on Zoom products and solutions. Enablement programs will encompass product knowledge as well as deal management from first call to signed contract.</li> <li>Building buyer/audience-based solution content and discovery guides to convey benefits of Zoom, focused on awareness, deal open, and deal maturation programs.</li> <li>Co-owning global pipeline strategy to ensure that we are a true partner in the company's success. Such as KPIs, interlock across integrated marketing and field marketing, inform buyer journey and campaign strategy.</li> <li>Creating and owning a quarterly release marketing strategy and program, including guided tours and demo assets.</li> </ul>What we’re looking for<ul> <li>Experience (5-10+) in marketing and sales roles, including product marketing, go-to-market, and segment marketing.</li> <li>Have a proven track record of success marketing SaaS or PaaS to Enterprise segment.</li> <li>Have working knowledge of video / phone / chat communication (incl. but not limited to hardware partners, developers, security, etc.) and industries’ best practices in the competitive space.</li> <li>Have a true passion for marketing to Enterprise businesses.</li> <li>Have previous success in a UCaaS, AI, or CRM product marketing or go to market role is a bonus.</li> </ul>Salary Range or On Target Earnings:Minimum:$121,600.00Maximum:$266,000.00In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.Note: Starting pay will be based on a number of factors and commensurate with qualifications &amp; experience.We also have a location based compensation structure; there may be a different range for candidates in this and other locationsAt Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!Anticipated Position Close Date:11/01/24Ways of Working Our structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.Benefits As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click <a href="https://careers.zoom.us/benefits" target="_blank">Learn</a><a href="http://careers.zoom.us/benefits" target="_blank"> </a>for more information.About Us Zoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars. We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment. Our Commitment​ We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. If you need assistance navigating the interview process due to a medical disability, please submit an <a href="https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&amp;d=1127274756253361" target="_blank">Accommodations Request Form</a> and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.#LI-Remote

1,148 Jobs in Owasso, OK, USA