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.
Foster City or Santa Monica or Parsippany or Frederick
$154k-$219k/yrHybridFull Time
Kite PharmaNASDAQ: GILD: Developing engineered cell therapies to treat and cure cancer.
6+ YOEMaster's+6yrs or Bachelor's+8yrs in program/PMO leadership; experience in project management in regulated life sciences, analytics, stakeholder management, Smartsheet proficiency, and ability to manage multiple onboarding engagements.
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
Qcells: Provider of solar modules, energy storage, and EPC services.
8+ YOEBachelor's degree,8+ years experience in customer service/operations/account management or related roles,proficiency with Salesforce,Confluence,JIRA,Microsoft Office,leadership,analytical and project management skills.
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
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOE2+ years in stock plan benefits/financial services, client engagement with Fortune 500, project management skills, bachelor’s preferred, PMP and Certified Equity Professional preferred, ability to travel up to 10%.
Shareworks, Equity Edge Online, Salesforce, Jira, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOE2+ years experience in stock plan benefits or financial services; strong client engagement and project management skills; PMP or working toward; Certified Equity Professional preferred; bachelor’s degree preferred; ability to travel up to 10%.
Shareworks, Equity Edge Online, Salesforce, Jira, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook
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