Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
Advises customers on wealth and investment strategies and products that meet customer’s objectives.
Fulfills sales and service activities for the customer in accordance with approved procedures.
BMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, they provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
Own day-to-day relationships with strategic business customers
Keep customers engaged and help them get the most out of Duffel
Analyse customer performance and suggest new features or upgrades
Duffel is rebuilding the infrastructure that powers the travel industry, making it simple, fast, and delightful. They are backed by Benchmark, Blossom, Index Ventures, and Kima Ventures, and are a London team growing fast and looking for people who want to make a real impact.
Deliver end-to-end product features that improve activation, engagement, and monetization.
Build and optimize onboarding and early user experiences to reduce time-to-value.
Design and implement scalable systems for AI-powered and growth-related features.
Seesaw offers a suite of award-winning tools, resources, and curriculum. They have 25 million educators, students, and families worldwide and prioritize work-life balance for their employees.
You define market entry strategies by deciding where ESN wins in each market across channels, key accounts, and categories.
You curate the A-assortment by building and maintaining a focused, high-impact product portfolio that balances hero SKUs with local market and retailer needs.
You set promotional guardrails by defining pricing, promotion depth, and trade investment to protect brand equity while enabling commercial success
The Quality Group (TQG) is an innovative provider of sports nutrition products, bringing together the successful brands ESN and More Nutrition since 2021. With passion and innovation, it develops high-quality products that promote health, performance, and joy in life.
Provide oversight and continuous improvement of service management and operational processes across Managed Services.
Provide operational oversight of service management platforms supporting Managed Services to ensure effective utilization, reliability, and alignment with delivery processes.
Identify inefficiencies, bottlenecks, and handoff challenges impacting delivery velocity and customer outcomes.
Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to its clients. They employ more than 1,200 people all over the United States, and its culture embodies the spirit of a startup with the advantage of a scalable business where employees can grow their career.
Own sales execution and outcomes across new business, renewals, and expansion.
Personally own and close at least $500K in new Core Business ARR annually.
Own Deal Desk operations, including pricing review, discounting strategy, and contract structure.
CareMessage is a technology non-profit that builds a patient engagement platform for low-income populations in the United States. They have reached 22 million patients since 2013 and reinvest revenue into impact, with a team that values compassion, accountability, and collaboration.
Process account payments and update patient insurance and demographic information accurately.
Research payments and rebill insurance companies when updates or corrections have been provided.
Work collaboratively with other departments to achieve account resolution, handling adjustments and conducting insurance follow-up.
CommonSpirit Health operates over 700 care sites across the United States, providing clinic, hospital, home-based, and virtual care services. It is a large organization accessible to nearly one in four U.S. residents, committed to building healthy communities, advocating for the vulnerable, and innovating healthcare delivery with a focus on compassion.
Lead the Chart function, reporting to the CEO and working closely on strategic planning and budgeting.
Hold one of the two Executive Director seats on the Board, providing business context.
Define the strategy for finance operations and take full ownership of regulatory submissions.
Griffin is a fully regulated UK bank that powers the accounts and payments offerings of product-led fintechs and platforms. Since its launch in 2024, they have grown rapidly and provide the banking backbone behind products in remittance, payroll, wealth, insurance, proptech, payments, neobanking and more.
Partner with engineering teams to identify and fix vulnerabilities through hands-on testing, code review, and threat modeling.
Build, implement, and tune security tooling and automation (SAST, SCA, DAST) within the CI/CD pipeline to embed secure development practices.
Perform security testing, including penetration tests using tools like Burp Suite, and stay ahead of emerging threats to continuously strengthen the platform's security posture.
Prolific builds the human data infrastructure, connecting researchers and companies with a global participant pool to collect high-quality, ethically sourced human behavioral data for AI development. The company operates in a mission-driven, collaborative culture focused on impactful work in the AI innovation space.
Manage and refine the Eforms roadmap, balancing near‑term delivery with strategic investments.
Translate problems into outcomes by defining epics, user stories, acceptance criteria, and a transparent, prioritized backlog.
Build cross‑functional relationships across engineering, design, content ops, compliance/legal, and Go To Market, making dependencies visible for predictable delivery.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and corporate headquarters in Dublin, Ireland.
Listen to audio recordings in Bengali and transcribe content with a high level of accuracy.
Add timestamps and tag recordings with emotions and contextual metadata to enhance project deliverables.
Ensure transcriptions are culturally relevant and meet project deadlines and specific formatting requirements.
Welo Data provides AI services and solutions, focusing on data annotation and enrichment to power machine learning models. It offers a remote-first culture with project-based freelance opportunities for linguistic professionals.
Launch a digital financial literacy program, assisting with content readiness, stakeholder reviews, and timeline tracking.
Contribute to a social media campaign by developing a content calendar, drafting posts, and coordinating with creative partners.
Define success metrics and build a reporting cadence to inform communication strategies and leadership decisions.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. It is a team that celebrates differences through a humble, hungry, and smart approach, embracing the voices of employees, customers, and communities.
Lead the development of major team-scoped projects, participate in cross-team initiatives.
Actively participate in product work in the team: provide feedback, suggest solutions to the problems.
Maintain a good understanding of the team’s domain, both from product and engineering sides.
Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. They make it possible for businesses of all sizes to recruit, pay, and manage international teams. With core values at heart and a future-focused work culture, their team works tirelessly on ambitious problems, asynchronously, around the world.
Manage qualified sales opportunities from discovery through proposal, negotiation, and close
Build relationships with institutional leaders including Vice Presidents for Enrollment, Admissions leaders, and Financial Aid administrators
Conduct consultative discovery to understand institutional enrollment challenges and strategic priorities
EnrollmentFUEL partners with colleges and universities to solve complex enrollment challenges through data-driven strategy, technology, and consulting services. Their team combines deep higher-education expertise with modern analytics and innovative enrollment solutions to help institutions improve enrollment outcomes and financial sustainability.
Act as a senior platform authority for complex enterprise engagements, owning end-to-end platform architecture strategy, governance, and health.
Engage with C-level executives to influence strategic platform decisions and translate business strategy into multi-year architectural roadmaps.
Define architectural standards, provide design authority, and mentor other architects to raise regional delivery maturity and capability.
ServiceNow is a global market leader providing an AI-enhanced, cloud-based platform that connects people, systems, and processes to help organizations work smarter and faster. With over 8,100 customers including 85% of the Fortune 500®, the company fosters a culture of innovation and purpose, aiming to make the world work better for everyone.
Configuring and deploying Zoom Contact Center, WFM, QM, and AI solutions in customer environments
Implement high-complexity projects with multiple dependencies, proactively managing risk and ensuring solution quality through structured testing and validation
Deliver high-quality software on time
TTEC Digital pioneers engagement and growth solutions that fuel the exceptional customer experience (CX). Our sister company, TTEC Engage, is a 60,000+ employee service company, with customer service representatives located around the world.
Partner with Product leadership to develop, prioritize, and execute the New Product operational roadmap to improve efficiency and alignment with company strategy
Own end-to-end GTM workflows, reporting, and tracking systems, leveraging tools and processes to drive scalability
Optimize and automate processes to remove overhead, enabling Product Managers to focus on strategic efforts
SmarterDx builds clinical AI that empowers hospitals to achieve 100% chart accuracy for revenue integrity. Our solution helps hospitals tell the most accurate and complete story of the patient and the care that was delivered, which helps them recover millions in earned revenue and improve quality of care scores.
Identify high-leverage opportunities to drive net-new customer acquisition across segments and products.
Be accountable for influenced pipeline and directly attributable revenue from your initiatives.
Take ownership of your programs from ideation all the way through execution, scale, and maintenance.
Pulley's mission is to make it easier for anyone to start a company. They believe that more startups should exist and that founder-led companies are more successful in the long term. Pulley is growing quickly with over 8,000 customers and is fueled by top investors.
Serve as the primary relationship manager for partner diocese, ensuring effective rollout and support of Alpha programs.
Envision and support parish ministry leaders to use Alpha as the starting line for missionary discipleship pathways.
Maintain calendar and consistent communication with Catholic ministry leaders through monthly updates, newsletters, and upcoming events.
Alpha USA equips and serves the Church in its mission to help people discover and develop a relationship with Jesus. Every staff member contributes to a culture of prayer, hospitality, evangelism, and innovation.
Run the full sales cycle from SDR handoff through close.
Map and engage multiple stakeholders, each with different priorities and risk tolerances.
Speak fluently about RTO, RPO, failover architecture, backup integrity, and ransomware recovery.
Arpio is creating the next generation of disaster recovery for the cloud. They provide a SaaS offering to protect your entire AWS infrastructure from catastrophic downtime. They are a small but mighty team (YC W21) who love to tackle hard problems and learn new things, as well as build an innovative new product and company from the ground up.