Conduct discovery calls with warm inbound leads to understand tax issues and financial goals.
Review client documents and system data to recommend customized tax resolution programs.
Own the full sales process from consultation to enrollment, building trust and explaining solutions clearly.
TaxRise provides tax relief services to individuals and families facing financial uncertainty, reshaping the industry through innovation and empathy. The company is the fastest-growing in its industry and offers a team culture that celebrates success and makes a genuine impact on clients' lives.
Assist investment advisers and other financial services firm customers with regulatory obligations.
Process applications for new representatives of investment adviser and broker-dealer firms, including Form U4.
Coordinate with state and SEC regulators to secure registration for customer firms.
Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. They empower Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence, serving thousands of global financial services clients.
Build and ship product; own features end-to-end, from schema design through deployment.
Ensure reliability at scale; design and improve systems that process high-volume, high-stakes financial transactions.
Raise the technical bar; contribute through code reviews, design reviews, and documentation.
Every.org is a nonprofit tech platform that simplifies giving for donors and nonprofits. They are a small, fast-moving team that has grown 60% year-over-year, with over $180M donated through the platform to date.
Works closely with stakeholders to drive project delivery and ensure the adoption of Sakon’s technical and functional solution(s).
Identifies, tracks and manages program level risks, activities, and issues creating client and partner score cards and project status reports.
Leads and manages end-to-end integrations Projects with ServiceNow and related enterprise systems.
Sakon delivers mobility software solutions and services to domestic and global clients. They focus on client projects delivered as defined within agreed to contracts.
Makes clients wildly successful through their onboarding to Softdocs applications
Takes ownership of the technical components of new deployments
Delivers a superior client onboarding experience by walking the client through any technical requirements that will be owned from the client side
Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government through Etrieve, an enterprise content management (ECM) platform. With a remarkable 25+ year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies.
Own end-to-end design for your product area, from discovery through to shipped product
Work as an embedded partner with your PM and engineering team, shaping direction early and validating ideas before investing in detailed design
Talk to customers regularly and bring those insights directly into the design process
CrowdRiff empowers destination marketers to showcase their unique destinations through powerful visual storytelling solutions. Their team is a quirky and diverse crew that believes in taking action now and thrive in an open, challenging, and encouraging environment.