3+ YOEBachelor’s degree in finance, economics, business analytics, industrial engineering, or related field plus 3 years of experience in client due diligence, KYC/AML, compliance, reporting, and analytics tools.
World-Check, LexisNexis, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Tableau, Alteryx, SQL
United States or Arizona or California or Colorado or District of Columbia or Florida or Georgia or Iowa or Illinois or Massachusetts or Maryland or Michigan or Minnesota or Montana or Nebraska or North Carolina or New Hampshire or New Jersey or Nevada or New York or Ohio or Oregon or Pennsylvania or Rhode Island or Tennessee or Texas or Utah or Washington
$115k-$135k/yrRemoteFull Time
Lob: Automates direct mail and address verification for businesses.
3+ YOE3+ years SaaS implementation/onboarding/solutions engineering experience, API and third-party integration proficiency, familiarity with CRM/CDP/marketing automation, strong communication and presentation skills, ability to travel ~20-25%.
Needham or California or Connecticut or Florida or Georgia or Illinois or Massachusetts or Maryland or Maine or Michigan or New Hampshire or New Jersey or New York or North Carolina or Pennsylvania or Rhode Island or South Carolina or Tennessee or Texas or Utah or Washington or Virginia
$124k-$143k/yrRemoteFull Time
Advisor360°: Provides an integrated SaaS platform for wealth management firms.
5+ YOE5+ years in TAM/Solutions Engineer/Technical Consultant roles; experience with SaaS/FinTech, API and SSO integrations, platform architecture, onboarding, escalations, and client-facing technical strategy.