Wealth.com: Digital estate planning platform for wealth management professionals.
5+ YOE5+ years in enterprise onboarding/implementation or customer success in wealth management/fintech/financial services SaaS; experience building onboarding programs, managing teams, and working with RIAs/BDs/private wealth firms.
HeartShare Human Services of New York: Provides residential and educational support for individuals with disabilities.
5+ YOE3+ Mgmt3 years managing a team and 5 years in HR/onboarding; strong knowledge of background checks, employment law, compliance, HRIS/Paycom experience, reporting, communication, and staff development; high school diploma required.
Nory: AI-native software for managing restaurant operations and profitability
2+ YOERequires 2–4 years in SaaS onboarding, implementation, or customer success; strong project management, communication, customer adoption, process improvement, and startup adaptability skills.
CloudMargin: Automated cloud-based collateral and margin management software platform.
8+ YOE8+ years collateral/margin call management experience, project management, strong client relationship and communication skills, advanced Excel and data manipulation, domain knowledge in capital markets.
Smartly: Automates social media advertising and creative production for brands.
3+ YOE3-5 years digital experience with paid social and programmatic exposure; bachelor's degree or equivalent; strong communication, project management, and platform skills; Google Sheets and Google Slides proficiency.
Smartly.io, Google Sheets, Google Slides, Meta, Google
Justworks: HR, payroll, and benefits platform for small businesses
2+ YOERequires 2–5 years in customer onboarding, implementation, or customer success, plus project and stakeholder management, clear communication, attention to detail, and cross-functional experience.
Conduit Health: AI platform for medical equipment ordering and insurance fulfillment.
3+ YOE2–3+ years in clinician onboarding or healthcare operations; experience building onboarding programs; telehealth lifecycle understanding; strong written/verbal communication; organize workflows; 1099 clinician experience; data reporting skills; cross-functional collaboration.
United States or San Jose or Draper or California or New York City or Seattle or Los Angeles County or Massachusetts or Austin or Utah or Dallas or Houston or Florida or North Carolina or Illinois or Colorado or Arizona or Georgia or Oregon or Pennsylvania
$79k-$112k/yrHybridFull Time
BILLNYSE: BILL: Automated financial operations software for small and midsize businesses.
2+ YOERequires 2+ years in software implementation, onboarding, or customer success; bachelor's degree; accounting software experience; AP workflow knowledge; strong communication, organization, and technical configuration skills.
Hypercore: Provides AI-powered loan management software for private credit funds.
3+ YOE3-6 years in commercial loan operations or LMS implementation; experience managing full loan lifecycle; proficiency with enterprise LMS; private credit background; strong data and stakeholder skills.
Enterprise LMS (Sentry PM, ACBS, LoanIQ, Wall Street Office, nCino), Data analysis tools
Barcelona or New York City or Beijing or Salt Lake City
HybridFull Time
Red Points: AI platform for automated brand protection and IP enforcement.
2+ YOERequires at least 2 years in customer onboarding, customer success, customer support, or similar roles; proficient Spanish and English; video encoding and transcription software knowledge; communication, organizational, analytical, and problem-solving skills.
Luma Financial Technologies: SaaS platform for financial advisors to manage alternative investments
5+ YOE5+ years annuity or life insurance experience, strong client-facing and project management skills, SaaS/implementation experience preferred, familiarity with CRM and project tools, occasional travel.
NYC Health + Hospitals: The largest municipal health care system in the US.
2+ YOEBachelor's in related field or Associate plus 2 years HR experience (1 year onboarding); transactional HR/onboarding experience; strong customer service, analytical and time-management skills; HCM experience.
Human Capital Management (HCM), Microsoft Office, Google Suite
Cross River: Provides technology infrastructure and embedded financial solutions to fintechs.
3+ YOE3+ years in client implementation/onboarding or fintech delivery; knowledge of financial data structures, APIs and SFTP; proven multi-client project management and strong stakeholder communication.
ProgynyNASDAQ: PGNY: Provides fertility and family building benefit solutions for employers.
6+ YOE6+ years implementation experience in benefits/healthcare, bachelor's required; PMP or master's preferred. Strong project, client, and communication skills; must be authorized to work in the US (no visa sponsorship).
United States or Canada or India or Luxembourg or United Kingdom or San Francisco or New York City or Mumbai or Bangalore
$108k-$135k/yrRemoteFull Time
Juniper Square: Provides software and services for private market investment management.
5+ YOE5+ years working with complex financial data, proven project delivery, Excel/Google Sheets expertise, experience designing AI workflows, strong communication and problem-solving skills, bachelor\u0002s or equivalent.
Microsoft Excel, Google Sheets, SQL, Python, R, JunieAI
Niural: AI-powered platform for global payroll, benefits, and HR management.
2+ YOE2+ years in implementation/onboarding/payroll operations; strong client-facing, detail-oriented; experience with payroll systems and cross-functional collaboration.
First Student: Provides student transportation and school bus services across North America.
1+ YOE1–3 years HR/onboarding or administrative experience; strong organization, communication, and problem-solving skills; proficiency with applicant tracking systems, HR systems, and Microsoft Office; ability to manage multiple priorities in a high-volume environment.
Applicant Tracking Systems, HR systems, Microsoft Office