Maintain the portfolio operating rhythm and governance across initiatives.
Translate operational data into executive dashboards and actionable insights.
Coordinate cross-functional teams to drive execution discipline and measurable outcomes.
This company is a healthcare-focused organization that manages complex portfolios and drives operational excellence. It offers a remote-first culture and supports broad societal impact through healthcare initiatives.
Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.
Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.
Manage day-to-day bookkeeping, financial reporting, and budgeting for multiple client organizations.
Collaborate with senior associates and clients to ensure accurate, timely financial operations.
Support special projects and adapt to evolving client needs in a fully remote environment.
This organization provides financial operations and bookkeeping support to mission-driven clients. It operates fully remotely with a collaborative culture, emphasizing initiative, accuracy, and social impact.
Provide flexible coverage across new plan onboarding, conversions, and client servicing based on business volume and team capacity.
Support new plan setup and conversion execution from contract through go-live, including plan design review, coordination, and client education.
Conduct client onboarding meetings, provide inbound phone coverage, and assist with case escalations and document management.
Ubiquity Retirement and Savings provides retirement plan services including 401(k) administration and client onboarding. The company fosters a fully remote, flexible work culture with a focus on team collaboration and client satisfaction.
Build and grow client relationships by delivering excellent service across print and digital platforms.
Serve as primary point of contact for clients and Area Directors, ensuring clear communication and smooth client experience.
Drive client retention and growth by renewing partnerships, identifying upsell/cross-sell opportunities, and proactively addressing cancellations.
The N2 Company is America's leading publisher of community magazines, reaching millions of readers nationwide. They are a remote-first company with a culture built on trust, respect, and humility, providing supportive work opportunities.
Proactively identify opportunities for improvements in trading process and efficiency.
Process client model change requests and maintenance requests while performing controls to mitigate risk.
Handle trade order management, execution review, and reconciliation across platforms.
Vestmark Advisory Solutions provides advisory and asset management services for separately managed accounts and unified managed accounts. The company fosters an inclusive culture and offers competitive compensation with a strong emphasis on diversity and equal opportunity.
Track program performance, manage scorecards, and prepare executive-level updates and decision-support materials.
Our partner company is a technology organization that manages global partner programs across multiple regions. They operate with cross-functional teams and focus on data-driven growth and collaboration.
Operate as the lead point of contact for assigned partners, maintaining strong relationships and acting as a trusted advisor.
Manage partner initiatives, including contract management, negotiation, and product expansion, while coordinating with internal teams.
Oversee partner transactions, analyze key metrics, and ensure timely delivery of solutions according to contractual commitments.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. The company is a notable player in the health benefits space, fostering a culture of innovation and collaboration among its team members.
Lead benefits strategy and service delivery for an assigned book of business, acting as a trusted advisor to clients.
Develop and execute annual account plans, monitor industry trends, and provide regulatory guidance.
Collaborate with Sales, Technology, and Product teams to strengthen customer value and improve operational delivery.
The company is a benefits consulting firm that helps clients navigate complex benefits decisions and develop sustainable solutions. The company's size and culture are not detailed in the posting.
Owning client onboarding, operational support, and service delivery for assigned clients from go-live through steady state.
Managing delegated services including Eligibility, UM, PHM, Claims, Quality, CX, and Credentialing, ensuring compliance.
Tracking SLA performance, preparing report-outs, and serving as escalation owner for client operational issues.
Guidehealth is a data-powered healthcare company using AI and predictive analytics to make great healthcare affordable and improve patient outcomes. It is a physician-led, fully remote organization that values empathy, collaboration, and continuous learning.
Develop and maintain operational, clinical, quality, compliance, and executive dashboards supporting the LTSS program.
Transform complex healthcare, operational, and financial data into actionable insights for program oversight and improvement.
Partner with cross-functional teams to monitor performance indicators, support compliance, and drive data-informed decisions.
The hiring partner is a healthcare organization supporting a large-scale Long-Term Services and Supports (LTSS) program. The role offers substantial autonomy and cross-functional collaboration in a fully remote environment.
Manage virtual programs by coordinating instruction, student services, enrollment operations, and data.
Lead onboarding, training, and setup for district partners and site coordinators.
Strengthen partnerships and identify opportunities for program expansion and deeper engagement.
Edmentum is a dynamic educator and student-focused company dedicated to tech-enabled learning solutions. As a Remote First organization with a strong commitment to excellence, innovation, and customer satisfaction, we partner with educators to ignite student potential.
Own end-to-end onboarding and deployment of Twin programs for enterprise clients.
Build strong client relationships and drive program value through consultative recommendations.
Manage cross-functional teams and internal resources to deliver successful launches.
Twin Health uses AI Digital Twin technology to help people prevent and reverse chronic metabolic diseases like type 2 diabetes and obesity. With more than $100 million raised and a passionate, collaborative team, Twin Health is scaling rapidly and has been recognized as a top workplace.
Build and maintain Workday reports and configure business processes.
Support data preparation, testing, and documentation activities.
Collaborate with functional teams and clients on implementation and support.
The company is a consulting partner specializing in Workday Financials implementation and support. The team size and culture are not explicitly stated, but the role offers a collaborative, client-focused environment.
Perform bookkeeping tasks including bill payments, reconciliations, invoicing, and payroll processing for clients.
Prepare monthly financial reports and budgets, ensuring accuracy and compliance with accounting standards.
Conduct financial analysis to support decision-making and identify trends, while assisting with special projects as needed.
Salesberry Group is a financial, people, and operations firm that supports organizations in the progressive political arena. They are a remote-first team of mission-driven professionals focused on creating equitable outcomes.
Serve as the primary customer contact for products and services throughout onboarding, project delivery, and ongoing support.
Manage an assigned book of business through regular checkpoints, resolving issues and escalating complex matters as needed.
Coordinate onboarding projects, train customers on platform workflows, and gather feedback to inform internal teams.
This partner company specializes in managed services and technology solutions for Capital Markets clients. The work environment is fast-paced and collaborative, with a focus on customer success and cross-functional teamwork.
Provide daily administrative support to the founder and COO, managing complex calendars, travel, and correspondence.
Coordinate meeting logistics, prepare materials, and ensure leadership is fully prepared for all engagements.
Handle expense reports, confidential information, and special projects with discretion and follow-through.
Veta Virtual is a virtual staffing company that places high-quality executive assistants with fast-growing clients in the fintech and cryptocurrency industry. They foster a collaborative, high-trust culture and emphasize discretion and reliability from day one.
Provide operational support for investment functions, products, and services.
Process service requests and transactions within defined timelines and quality standards.
Collect and validate data to produce reports and dashboards for business insights.
The partner company provides operational support for investment activities in a complex financial-services environment. The size and culture of the company are not detailed in the posting.
Process new account openings and maintain client accounts with major custodians like Charles Schwab, Fidelity, and Raymond James.
Handle money movements, documentation review, and communication with advisors and internal teams.
Work with investment performance reporting platforms such as Black Diamond and Orion.
The client is an established outsourcing company providing operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They work behind the scenes to deliver high-quality, efficient back-office services that allow advisors to focus on their clients.
Manage calendars, emails, and administrative workflows for business owners.
Support property management, tenant coordination, and bookkeeping with QuickBooks.
Edit property photos/videos and manage listings on platforms like Zillow.
Jobgether is a platform that uses AI to match job seekers with opportunities, offering a streamlined application process. They partner with companies to manage hiring, fostering a supportive and efficient recruitment environment.