Manage customer onboarding projects including configuration, testing, and training for SaaS and AI solutions.
Collaborate with technical teams to troubleshoot issues and ensure timely go-lives.
Create and deliver customer training using AI-generated videos and virtual sessions.
Eltropy provides a digital communications platform that helps community financial institutions engage with consumers securely and compliantly. It is a fast-growing fintech company with a team-oriented culture and a mission to disrupt financial services.
Drive the full sales cycle from lead through close, converting and expanding inbound demand with qualified leads.
Build and nurture relationships with banking executives, articulating Prelim's value proposition across technical and business stakeholders.
Collaborate with implementation and product teams to identify and scope deployments, achieving annual booking targets.
Prelim provides modern, accessible technology to democratize banking services for financial institutions. It is a remote-first company experiencing explosive growth, doubling revenue year-over-year with a small but mighty sales team that values diversity and inclusion.
Develops and cultivates new small business relationships and provides products and services including loans, deposits, and ancillary services.
Participates in and coordinates community initiatives to support strategic direction and increase visibility of the credit union.
Builds a portfolio of small business loans and deposits and maintains relationships with members and branch staff.
Peak Credit Union is a credit union that provides financial products and services to its members. It fosters a supportive culture with a focus on community engagement and employee development.
Manage and retain clients while driving revenue growth through upsell and renewal opportunities.
Act as client liaison with internal teams like ClientCare, Billing, Product, and Technical Support.
Provide product training and consultative discovery to identify needs and new opportunities.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries.
Manage and grow a portfolio of high-value accounts, developing tailored strategies to help clients achieve their goals.
Take ownership of clients throughout all phases of their relationship, including deployment, launch, optimization, expansion, and renewal.
Proactively problem solve, identify growth opportunities, and collaborate cross-functionally to deliver customized solutions.
Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs launch consumer credit and identity monitoring products. As a remote-first company, it focuses on providing opportunities for high-performing individuals to have deep impact in the fast-growing fintech space.
Serve as a professional and responsive point of contact for clients and prospective clients.
Coordinate collection, organization, and tracking of client information and supporting documents.
Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access in commercial real estate financing. It offers a remote, collaborative work environment centered on communication, accountability, and professional growth.
Cultivates and maintains strong relationships with BaaS partners and acts as their primary operational point of contact.
Collaborates with cross-functional teams to evaluate, design, and implement financial products while ensuring compliance and partner satisfaction.
Champions partner needs, owns complex portfolios, and proactively resolves issues to exceed expectations.
Pathward is a financial empowerment company that works with innovators to expand financial availability, choice, and opportunity. The culture celebrates diverse perspectives, problem solvers, and a Humble-Hungry-Smart approach to inclusion.
Serve as a day-to-day client contact, supporting onboarding, implementations, and issue resolution.
Identify and qualify leads, prepare proposals, and manage pipeline records in CRM.
Collaborate with internal teams and leadership to drive client retention and business growth.
Altirus Road, a GEICO company, provides roadside assistance, claims administration, and appraisal solutions. It is backed by GEICO, one of the largest U.S. auto insurers, and offers a collaborative culture focused on innovation and growth.
Provide daily sales and partner support to ISO Partner Manager teams, including contract management, document review, pipeline updates, and partner communication.
Assist in ISO onboarding tasks, vet potential partners, and manage partner accounts and recertification.
Work cross-functionally with Legal, Sales, Compliance, and Operations to ensure a seamless partner experience and compliance.
We are a small business financing company that acts as a direct lender and marketplace, providing businesses with tailored financing solutions. Our fast-paced culture values self-direction, integrity, and doing the right thing even when it takes hard work.
Directly interface with clients to manage questions and feedback about our products and services.
Analyze and identify trends in client activity and inquiries.
Identify and develop operational efficiencies to scale the business and processes.
River builds the world’s most trusted financial institution for bitcoin, empowering people to take ownership of their financial lives. The company has raised over $50 million from leading investors and seeks candidates who think clearly and communicate effectively.
Serve as the primary customer contact for support, onboarding, and troubleshooting across chat and calls.
Develop deep product knowledge and confidently guide customers through accounting and bookkeeping tasks.
Provide structured feedback to product and engineering teams to improve the customer experience.
Ambrook helps American family-run businesses become more profitable by rebuilding financial infrastructure with modern tools for accounting, banking, and spending. It is a Series B startup backed by top investors, seeking team members to untangle industry, climate, and economy.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Own day-to-day management of a core banking modernization initiative, including planning, tracking, and reporting.
Navigate ambiguity and shifting priorities with a clear bias for action rather than waiting for perfect clarity.
Coordinate across technical and business teams to keep modernization work moving toward its goals.
Kunai builds full-stack technology solutions for banks, credit and payment networks, and infrastructure providers. The company is tech-agnostic and human-centered, with a collaborative, creative culture focused on continuous learning and innovation in fintech.
Develop new merchant services relationships by partnering with branches, Commercial Banking Centers, and Treasury Management teams.
Provide consultative sales support, including pricing strategies, product explanations, and complex client onboarding.
Maintain expertise in merchant services regulations and support risk assessment for higher-risk relationships.
Banner Bank is a community bank with over 135 years of experience, offering personal and business banking services. With $16 billion in assets and 135 branches across the Pacific Northwest, we are recognized for our strong culture and community involvement.
Guide new clients through the onboarding process and communicate required next steps.
Collect, review, and maintain accurate client and account information.
Establish and update client records within company systems and respond professionally to questions.
Total Fire Protection is a full service fire and life safety provider serving commercial and industrial customers. Since 1991, our team has delivered fire protection solutions including sprinkler systems, fire alarms, inspections, testing, maintenance, special hazard systems, and related services.
Serve as a primary point of contact for routine client needs and manage day-to-day account administration.
Partner with Project Management to ensure accurate scopes, timelines, and deliverables while flagging risks early.
Support planning and execution of media and marketing deliverables and build strong client relationships.
Underscore Marketing is a woman-owned, independent agency specializing in life sciences, helping clients gain a competitive edge through data-driven strategies. The team of media, strategy, and analytics experts thrives on collaboration and results.
Provide customer support on NMI software products via online tickets and phone.
Onboard new customer accounts and train them on our onboarding and reporting tools.
Create and update customer and internal documentation to ensure clear processes.
NMI is a global leader in payment technologies, enabling software and sales professionals to deliver payment innovations. It fosters a creative, inclusive culture focused on customer success, continuous improvement, and employee wellbeing.
Guide Latin American hotel clients through full accounting onboarding, including chart of accounts mapping, tax configuration, and e-invoicing compliance.
Translate customer business processes like night audits and month-end close into properly configured Cloudbeds environments.
Support integrations with accounting platforms and troubleshoot discrepancies with a hands-on, solutions-oriented approach.
Cloudbeds builds a unified hospitality platform that powers hotels in 150+ countries and processes billions in bookings annually. It is a remote-first team of 650+ people across 40+ countries with a culture of innovation, inclusion, and collaboration.
Drive onboarding success for mid-market hotels, serving as a trusted advisor and strategic partner throughout implementation.
Guide customers through setup, training, adoption, and optimization of the Cloudbeds platform, balancing hospitality expertise with technical proficiency.
Collaborate with cross-functional partners to ensure seamless onboarding and long-term customer success.
Cloudbeds provides a unified hospitality platform that powers hotels across 150 countries, transforming operations and commercial strategy. The company is a fully remote team of over 650 members across 40+ countries, known for innovation and an inclusive culture.
Onboard and activate high-potential mortgage brokerages interested in Better Wholesale HELOC.
Train broker partners on technology, guidelines, and identify HELOC opportunities within their client bases.
Own account-level production goals and help build the wholesale playbook for future growth.
Better is rebuilding home finance as an AI-native platform, turning a process that once took weeks into something that happens in seconds. With over $110B in loans funded and $1.2B+ raised, we operate at real scale and are an award-winning lender.