You will work directly with the CFO and founders to shape Holidu's financial architecture and capital allocation, ensuring the company is optimally structured to support growth, operational efficiency, and future financing initiatives.

Responsibilities:

• Capital structure and treasury: Optimize capital structure, cash planning and debt financing (including working capital facilities) to drive long-term financial sustainability
• M&A: Lead financial and tax due diligence and support post-acquisition financial integrations
• Corporate tax strategy: Oversee corporate tax planning together with external advisors; oversee transfer pricing policies and intercompany structures (including VAT treatment)
• Investor and board reporting: Support investor/board materials preparation and fundraising
• Drive strategic initiatives: Partner with management on high-impact strategic projects including M&A (post-merger financial integration, tax structuring), strategic partnerships, business model innovation, and international expansion (legal entity setup, local compliance, and contracting)

Qualifications:

• 8+ years of experience in corporate finance, investment banking, or VC/PE, and ideally within high-growth companies
• Strong commercial acumen applied to financial decision-making
• Exceptional financial modeling, valuation, and scenario analysis skills, with the ability to influence management and cross-functional stakeholders through clear, data-driven insights
• Experience coordinating cross-functional projects including significant external advisor involvement
• Business proficiency in English (written and spoken)
• Experience supporting or leading fundraising and/or M&A transactions is valued
• Experience in procurement is valued
• Experience in a tech scale-up or SaaS business model is valued

Our adventure includes:

• Impact: Shape the future of travel with products used by millions of guests and thousands of hosts. At Holidu ideas become products, data drives decisions, and iteration fuels fast learning. Your work matters - and you’ll see the impact.
• Learning: Grow professionally in a culture that thrives on curiosity and feedback. You’ll learn from outstanding colleagues, collaborate across disciplines, and benefit from mentorship, and personal learning budgets - with a strong focus on AI.
• Great People: Join a team of smart, motivated and international colleagues who challenge and support each other. We celebrate wins and keep our culture fun, ambitious and human. Our customers are guests and hosts - people we can all relate to - making work meaningful and energizing.
• Technology: Work in a modern tech environment. You’ll experience the pace of a scale-up combined with the stability of a proven business model, enabling you to build, test, and improve continuously.
• Flexibility: Work a hybrid setup with 50% in-office time for collaboration, and spend up to 8 weeks a year from other inspiring locations. You’ll stay connected through regular events and meet-ups across our almost 30 offices.
• Perks on Top: Of course, we also offer travel benefits, gym discounts, and other perks to keep you energized - but what truly sets us apart is the chance to grow in a dynamic industry, alongside amazing people, while having fun along the way.

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We are currently seeking an experienced professional to join our team in the role of Manager Business Internal Control.

Principal responsibilities:

• Support the senior manager and thematic review team in delivering 1LoD thematic review plan and effectively lead and participate in reviews.

• Ensure that assigned review is executed in an efficient and effective manner, clearly documented, within the given timeline, and in line with 1LoD thematic review methodology.

• Manage the review process of identifying and evaluating risk and assessing the adequacy, effectiveness and compliance of internal controls utilized to contain risks.

• Communicate significant issues to executive and senior management and make appropriate recommendations, supporting business to strengthen the overall control environment.

• Be an effective communicator with good people skills and management skills. Able to clearly communicate the identified issues and associated risks to stakeholders.

• Provide analytical support to the thematic review team to improve the effectiveness of sample selection, testing.

• Lead the execution of ongoing control continuous monitoring activities. Collaborate with Control Owners and stakeholders in business and function units to design and implement effective controls, ensuring sustainable embedment of risk management solutions and on-going monitoring in a timely and robust manner.

Requirements:

• University degree in Business/Banking/Risk Management or related subject OR other relevant qualifications.

• Minimum 5 years’ banking experience, preferably in retail banking operations / banking products, exposures to audit and/or compliance functions/ requirements an advantage.

• Knowledge and experience on the operational risk management, internal control monitoring, related regulatory requirements and guidelines.

• Strong managerial skills, written and verbal communication skills, analytical, problem-solving, organisational, lateral thinking and interpersonal skills.

• Good communication and interpersonal skills.

• Solid understanding of the business, risks and related controls within areas of responsibility.

• Proficiency in both English and Cantonese.

• Professional certification(s) preferred, e.g., CIA, CPA, CFA.

You’ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

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Retail Banking and Wealth (RBW) Hong Kong helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.

We are currently seeking a high calibre professional to join our team as a Customer Service Officer (Premier Centre).

Responsibilities:

• Provide quality customer service through accurate and efficient counter transactions at branch
• Meet the financial services needs of customers by identifying opportunities and referring them to appropriate bank colleagues
• Promote digital banking services and products and encourage customers to migrate to digital
• Ensure smooth branch operations and achieve satisfactory audit rating by meeting all control and service requirements
• Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with HSBC or regulatory standards and policies

To be successful you will need:

• Secondary school graduate with a pass in 5 subjects for HKCEE or HKDSE including Math, Chinese or English, equivalent or above preferred
• Customer centric mindset with commitment to deliver quality service
• Self-motivated and adaptable to a service environment
• Good interpersonal and communication skills with fluency in Cantonese and English. Mandarin is a definitive advantage.
• Customer or teller service experience preferred
• Candidate with less experience will be considered for a Customer Service Officer role

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In this role, you will:

• Be proactively contacting all the clients in the portfolio to ensure that they are satisfied with the products and services provided, as well as to establish meaningful long-term relationships.
• Ensure service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to customer complaints, etc.)
• Provide excellent account handling service and administrative support
• Handle difficult client situations, raising issues to upper management as appropriate, and recommending ways to resolve them
• Ensure that client transactions and interactions meet all compliance/audit and sales quality standards (i.e. a/c opening and closing, booking of investments, follow up necessary documents)
• Proactively explain products and risk assessment in assisting client purchase of WMT products and assists in acquiring new clients by generating leads from existing clients' referrals
• Attending the various sales, product, and technical skills training provided, passing the requisite accreditation exams, and displaying the minimum required skills/competencies for the PA's
• Be assisting RMs identifying clients' financial goals and expectations in order to help clients select appropriate investment opportunities considering their risk-return profiles and investment portfolios.

To be successful in this role, you should meet the following requirements:

• Customer oriented skills
• Effective oral/written communication and problem-solving skills
• Aptitude for numbers and computations
• Strong organisation skills
• Knows basic retail banking regulations
• Familiar with/ Ability to pick up quickly HSBC MNL Branch guidelines and policies
• Must be a Bachelor's Degree Holder

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Responsible for driving every part of the trade settlement with local brokers, including foreign exchange execution request handling as per various types of client instructions.

Key Responsibilities:

• Manage BAU operations with a strong emphasis on control, efficiency and process alignment
• Maintain awareness of operational risk and minimise the risk
• Provide accurate and valuable response to client inquiries with sufficient knowledge of market information
• Outstanding transaction handling with client and counterparty
• Review client Service Level Agreement regularly

Qualifications:

• Good command of Korean and English in both writing & speaking
• Good communication skills for internal and external clients
• Good understanding of overall banking transactions and operational policy and procedure
• Strong attention to details with accuracy
• Good process analysis and problem solving skills
• Strong Team Player with Customer Service oriented attitude
• Sufficient knowledge in various banking systems, policy, procedure and market information
• At least 2~3 years of Custody Business or banking operations experience

Benefits:

• Competitive salary and benefits package
• Opportunities for career growth and development
• Collaborative and dynamic work environment

Note: The company website URL is provided as HSBC's careers portal, as the job posting does not specify a different website.

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A Premier Relationship Officer will be assigned to assist RMs in handling their Premier clients in achieving the RM's primary targets assigned based on Premier's key strategic imperatives (i.e. expand the Premier client base, increase total Funds Under Management, produce asset sales, and generate a target level of income) through but not limited to delivering a superior level of customer service and personal attention.

In this role, you will:

• Be proactively contacting all the clients in the portfolio to ensure that they are satisfied with the products and services provided, as well as to establish meaningful long-term relationships.
• Ensure service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to customer complaints, etc.)
• Provide excellent account handling service and administrative support
• Handle difficult client situations, raising issues to upper management as appropriate, and recommending ways to resolve them
• Ensure that client transactions and interactions meet all compliance/audit and sales quality standards (i.e. a/c opening and closing, booking of investments, follow up necessary documents)
• Proactively explain products and risk assessment in assisting client purchase of WMT products and assists in acquiring new clients by generating leads from existing clients' referrals
• Attending the various sales, product, and technical skills training provided, passing the requisite accreditation exams, and displaying the minimum required skills/competencies for the PA's
• Be assisting RMs identifying clients' financial goals and expectations in order to help clients select appropriate investment opportunities considering their risk-return profiles and investment portfolios.

To be successful in this role, you should meet the following requirements:

• Customer oriented skills
• Effective oral/written communication and problem-solving skills
• Aptitude for numbers and computations
• Strong organisation skills
• Knows basic retail banking regulations
• Familiar with/ Ability to pick up quickly HSBC MNL Branch guidelines and policies
• Must be a Bachelor's Degree Holder

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As a Wealth Relationship Manager, you will provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, and identify product opportunities within the business. You will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment, and insurance products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations.

You will also represent the Company in community organisations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a 'bonus').

Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

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Your main function will be to supervise and control the operation of windows and platform operations, ensuring their smooth functioning, optimizing resources, and ensuring that Service Executives have an efficient cash flow. You will also be responsible for providing services to clients, achieving customer satisfaction, and referring sales opportunities.

Key Responsibilities:

• Supervise and control the operation of windows and platform operations
• Ensure the smooth functioning of resources and optimize them
• Ensure that Service Executives have an efficient cash flow
• Provide services to clients and achieve customer satisfaction
• Refer sales opportunities

Requirements:

• Bachelor's degree in Economics or Finance (or equivalent)
• At least 6 months of experience in customer service or sales
• At least 6 months of experience in sales, preferably in the financial sector
• At least 6 months of experience in banking operations
• Knowledge of existing regulations
• Availability to work from Monday to Saturday

Preferred Qualifications:

• Orientation to customer service and sales
• Teamwork and leadership skills
• Results-oriented and problem-solving skills
• Adaptability to change

Benefits:

• Direct hiring by the bank
• Base salary
• Quarterly performance bonus
• End-of-year bonus
• Vacation pay
• Life insurance
• Major medical expenses insurance
• Credits
• Discounts on bank products
• Active participation in sustainability and social responsibility programs
• Discounts at over 9,000 establishments
• Career development plan according to your aspirations

At HSBC, we believe in treating our people with dignity and respect, creating an inclusive culture that promotes equal opportunities. Our values define who we are as an organization and what sets us apart, valuing diversity, advancing together, taking responsibility for our actions, using good judgment, doing the right thing, and making things happen.

At HSBC, we are committed to ensuring gender equality and continuous training for our employees, as well as protecting their labor and social rights.

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Your primary responsibilities will include generating product ideas for existing and new products, coordinating market research and development projects, conducting market rollouts and product commercialization activities, and developing and executing sales and marketing plans to increase product penetration, usage, and revenue.

You will also be responsible for managing assigned product profitability, costing, margin, and pricing decisions, tracking and benchmarking service quality, and driving internal processes to ensure smooth product delivery.

In addition, you will ensure that assigned product suites comply with local regulations, HSBC group policies, and internal procedures, and manage product operational risk, including its identification, assessment, mitigation, and control.

To succeed in this role, you will need to have a minimum of a Bachelor's degree, with demonstrated experience in banking/financial services and exposure to Corporate/Commercial Banking segment. Transaction Banking Product Management experience will be an advantage.

You will also need to have exceptional cross-functional leadership and stakeholder management skills, ability to lead and motivate diverse teams, and drive alignment on product goals in a matrixed organisation.

High-level business acumen and commercial awareness, together with a sound knowledge of the full range of transaction banking products commerce and/or ecommerce, are essential.

Experience in dealing with technology platforms, programme delivery/process improvement, high-level oral and written communication skills, and presentation skills, including public speaking, are also required.

Complex and analytical reasoning, technical and computer skills are necessary for this role.

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You will have regular contact with clients regarding their accounts, under the direction of a registered securities representative. You will enter orders for clients and open new client accounts at the direction of the registered representative.

The role requires a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI's (HSBC Securities Inc. USA) brokerage products. You will also need to have knowledge of relevant U.S. regulatory governance related to Anti Money Laundering, as well as local and Group compliance regulations.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will also have access to a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.

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Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.

Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.

Roles & Responsibilities:

Impact on the Business

• Maximize profit and achievement of the growth of Premier clients portfolio
• Achieve agreed financial targets by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships
• Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
• Effective use of tools and information to drive client service delivery and WPB performance
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Build a high personal and corporate profile in the community in which you are based.

Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand

• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
• Establish and agree client contact strategies in line with Group operating models
• Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

• Own the client relationship with HSBC
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group
• Maintain highest standard of excellence in client service across the team and with individual portfolio
• Ongoing analysis of client portfolios through marketing of ideas and researching clients
• Monitor client satisfaction data implementing portfolio level improvements
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
• Treat customer fairly with integrity

Leadership & Teamwork

• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
• Proactively support others through direct and indirect actions beyond activities particular to this role
• Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi-channel client journey
• Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

Operational Effectiveness & Control

• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
• Agree and manage lending facilities within any agreed Approval Authority (RAA)
• Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
• Adhere to selling process and sales quality requirements

Qualifications & Experience

• Bachelor's degree or equivalent experience
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
• Capabilities in introducing insurance and investment products
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• Strong sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Understanding of business banking client segment and products and services
• Local regulatory & license requirements
• Job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Able to communicate well in English and local languages

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Responsibilities:

• Learn to administer and create a portfolio of clients to increase the profitability of the branch
• Develop and maintain strong relationships with clients
• Identify and pursue new business opportunities
• Meet sales targets and contribute to the growth of the branch

Requirements:

• Bachelor's degree in Economics, Administration, or Finance
• At least one year of experience in banking operations and sales
• Strong knowledge of markets and financial products
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment

Benefits:

• Competitive salary and bonus structure
• Comprehensive health insurance
• Retirement plan
• Paid time off
• Opportunities for professional development and career advancement

At HSBC, we value diversity and inclusion, and we are committed to creating a culture that promotes equal opportunities for all employees. We believe that our people are our greatest asset, and we strive to provide a work environment that is inclusive, respectful, and supportive.

Join us and become part of a dynamic team that is shaping the future of banking in Mexico.

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Key responsibilities include:

• Providing core banking support covering core banking control maintenance functions, Help Desk functions and data extraction functions or other activities assigned by team leader.
• Delivering excellent customer service to internal customers.
• Delivering an efficient, high quality service within SLA and ensuring that areas of operational risks are identified, monitored and escalated effectively to enable business continuity.

To be successful in the role, you should meet the following requirements:

• Ability to self-direct and self-motivate in an ever-changing environment.
• Ability to understand and follow Group risk management policies.
• 2-3 years’ experience in core banking systems and excellent internal/external customer service.
• Experience in project work.
• Experience in working in system projects.
• Ability to learn new systems within a short period of time.
• Proven team player.

You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment.

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The position holder will be part of the Corporate Sales US team supporting Front Office sales team, Management, COO through the provision of key client insights and services. You will work closely with the COO office, Corporate Sales regional/country heads and sales leads in onshore locations.

Your responsibilities will include executing market research and market commentary writ-ups, building actionable intelligence across the corporate client base, maintaining Corporate Sales Marketing content hub, handling global stakeholders, incorporating external market information into the analytics function, preparing pre-meeting client packs for sales team members, and providing commentary on industry trends.

You will also support Corporate Sales regional heads on ad-hoc as well as Business as Usual (BAU) data and other ad-hoc requests.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment.

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Key responsibilities include providing sales support to licensed sales staff, preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirements. You will also have regular contact with clients regarding their accounts, under the direction of a registered securities representative, and enter orders for clients and open new client accounts at the direction of the registered representative.

To be successful in this role, you will have a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI's (HSBC Securities Inc. USA) brokerage products. You will also be registered or obtain approval for registration with the necessary States where registered representatives conduct business, and have good experience in the financial services industry. Additional requirements include knowledge of brokerage products and services, operations to support them, and pertinent regulations affecting their delivery, as well as Anti-Money Laundering and relevant regulatory governance in the US.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, in a welcoming and inclusive work environment.

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As Vice President, Chemicals Coverage, you will develop and maintain a 'trusted advisor' relationship and access at key decision-maker level for assigned current and target clients.

You will support senior bankers in the delivery of the Bank to existing clients and prospects, working to reposition the firm to higher-value strategic solicitation, enhancing the perception of the Bank among its existing and prospective clients.

You will coordinate origination and execution of 'event-driven' or major 'significant flow' business, building the Global Corporates franchise value/reputation in the marketplace.

You will drive achievement against targets for revenue generation, product alignment, customer satisfaction, and cost management, establishing and maintaining networks for cooperation with other HSBC businesses.

You will aggressively grow HSBC's share of client wallet, involving product specialists to ensure product capabilities are in line with client/sector requirements.

You will manage deal and execution teams established for client transactions and ensure that deals are completed both in a timely and effective manner.

You will support the implementation of major change initiatives within Global Corporates and HSBC, understanding and ensuring compliance with all relevant internal and external rules, regulations, and procedures.

You will maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

You will undertake all required activities as directed by line manager or as agreed in annual objectives in support of the sustainable growth of the Global Corporates segment.

To succeed in this role, you will have a track record of building and developing relationships at CFO/Treasurer/Treasury team level, ability to develop a strategic dialogue with clients, progressive investment banking, corporate banking, consulting, or sector experience, and a deep understanding of corporate finance.

You will have a proven record of leading and motivating deal teams, excellent knowledge of HSBC Group and products, and a strong network of contacts across all business areas.

You will have a proven record of proactively originating and executing event-driven business, strong interpersonal and personal effectiveness skills, and the ability to collaborate with colleagues across Global Corporates to achieve collective sector and CIB goals.

FINRA Series 79, 63, and 7 licenses are required in the role.

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The Client Solution Architect role within the Client Solutions capability in Global Client Connectivity plays a critical role in bridging the gap between sales and delivery, ensuring clients receive tailored, technically robust global payment solutions, with seamless implementation of complex or newly commercialised product capabilities.

As a Client Solution Architect, you will be responsible for delivering technical and product solutions to top-tier clients across Global Payments Solutions (GPS) connectivity products. You will lead multiple global, complex projects to onboard clients to Client Connectivity channels, including HSBC net, APIs, SWIFT connectivity, and Host-to-Host (H2H) / file-based connectivity.

You will also lead technical client workshops to understand current-state processes and support automation goals across Accounts Payable, Receivables, Treasury, Payroll, and bank statements/reconciliation integration. You will provide pre-mandate technical support for Request for Information / Request for Proposals (RFI/RFPs) and solution proposals.

You will deliver integrated solutions that streamline workflows and optimise client Enterprise Resource Planning / Talent Management System (ERP/TMS) usage, proactively identify technical blockers, and drive resolution to protect timelines and client outcomes.

You will finalise product and technical solutions post-mandate, documenting the approach in a statement of work; partner with project management to build plans, identify risks, and manage dependencies.

You will communicate effectively with stakeholders at country, regional and global levels; act as liaison across Client Service, Sales/Coverage, Product and Information Technology (IT).

You will manage a varied portfolio of complex, global integration initiatives, including piloting new GPS products/services.

You will simplify and challenge existing processes, contribute to continuous improvement and client experience outcomes, and provide feedback to product teams on client requirements and competitive landscape to drive enhancements.

You will maintain an in-depth understanding of the financial and technical environment of clients' businesses and stay current on industry trends and payment regulation changes.

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You will likely have the following qualifications to succeed in this role:

• Bachelor's degree
• Strong willingness to learn, positive attitude, and a drive to succeed in this role and beyond
• A client-focused mindset with a 'can-do' attitude
• Strong communication and influencing skills, with an ability to build long-term workplace relationships
• Proven experience in similar positions, working with international companies and identifying product opportunities with corporate clients and seeing them through to a successful implementation
• Ability to prioritise and manage multiple projects & engagements
• Strong corporate banking product knowledge across Treasury/Cash Management, Foreign Exchange Trade Finance, and Capital Markets
• Understanding of regulatory and compliance processes
• Credit underwriting knowledge and experience
• Strong Windows capabilities; Excel, PowerPoint, Word, Outlook
• FINRA SIE, Series 63, and Series 79 licences are required. A contingency period to obtain licences can be provided at the discretion of the manager.

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Your responsibilities will include leading client experience and other transformation initiatives Regionally across Capital Markets and Advisory with a focus on technology investment, process improvement and data management.

You will be responsible for identifying and implementing further areas of impactful change, supporting the execution of the strategy across Capital Markets and Advisory, and monitoring and reporting relevant developments relating to market dynamics, peers, benchmarks to help guide and further refine strategic execution.

Additionally, you will ensure strategic alignment of investment in digital and transformation, effectively driving ROI outcomes promised by corresponding business cases, drive collaboration initiatives with other CIB Businesses, and work with the Capital Markets and Advisory staffers in the management of the junior pool of resources.

The ideal candidate will have knowledge of Investment Banking products, very strong analytical and presentation skills, with excellent grasp of PowerPoint / Excel / Word and ability to distil large quantities of information into key themes / issues.

Youactively follow up on recurring themes from the MI and identify solutions, which are followed through to conclusion.

You are able to process high volumes of complex information and summarise key themes and issues, possess strong interpersonal and communication skills with capacity to work with senior teams and interact at all levels of the organisation.

You are able to work effectively under pressure and with multiple stakeholders and willing to go the 'extra-mile', possess excellent English language capabilities both written and oral, and are able to work independently, multi-task, filter information and prioritise multiple demands.

Experience in one or more of the following business lines; Global Banking and Markets, Corporate and Institutional Banking, would be beneficial, as well as a working knowledge of products and client propositions across these businesses.

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Key responsibilities include:

• Building trusted relationships with companies, leveraging HSBC's Innovation Banking platform to help them grow
• Developing relationships with Venture Capitalists, Advisors, and finance partners who work with companies in the FinTech vertical
• Generating new business for HSBC Innovation Banking through banking products and identifying opportunities to support companies with lending and credit products
• Developing the HSBC Innovation Banking brand by creating and participating in industry events and conferences, and creating high-quality media, speaking, and thought leadership opportunities

The ideal candidate will have:

• Entrepreneurial, self-motivated, and success-driven traits
• Long-term, authentic relationship-building skills and proven origination skills to build a high-quality client portfolio
• Experience working in the venture capital and startup ecosystem
• Expert relationship management skills with companies within the Technology and Innovation sectors
• Strong finance, analysis, and commercial lending experience, including the ability to understand and negotiate credit terms
• Excellent all-around knowledge of banking products, including Treasury, Clearing, and Trade Finance Solutions
• Strong background in debt structuring and execution
• Passion for technology start-ups and the venture ecosystem

As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a welcoming and inclusive work environment.

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Key responsibilities include:

• Delivering the business strategy with strong knowledge of Corporate & Institutional Banking priorities, with a focus on oil, gas, and energy finance.
• Building strategic and valued relationships with customers, applying knowledge to provide value-add advice and assistance.
• Adhering to HSBC policies, procedures, and control requirements and raising any concerns about actual or potential issues promptly.

You will have the following qualifications to succeed in this role:

• Strong commercial banking underwriting background, with deep expertise in sector-led trade finance (Oil & Gas, Chemicals, Electric Power) and broader corporate banking solutions for Large Corporate and Global Corporate clients.
• Strong energy finance structuring and credit underwriting experience.
• Thorough understanding of energy and general industries-associated credit and risk profile of respective transactions.
• Ability to analyse situations effectively and make well-thought-out decisions.
• Proven leadership skills, including coaching, motivation, and communication skills to inspire others.
• Strong teamwork skills, promoting an environment of cooperation and trust, overcoming resistance where encountered.
• Strong analytical and financial skills.
• Excellent prioritising, organisational, and time management abilities.
• Excellent verbal and written communication skills.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.

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As part of Polestar Financial Services, you will work closely with central functions and dedicated markets to secure a consistent, competitive, and well-governed insurance offering. Your work will influence the customer experience directly, from product design to performance follow-up.

Responsibilities In this role, you will be expected to drive and develop our Retail Insurance and services offering across dedicated markets. You will be instrumental in ensuring that our insurance products, processes, and customer experience support both market performance and the wider Polestar strategy.

Key responsibilities include: Acting as the main point of contact for all Retail Insurance topics in dedicated markets Driving and managing governance structures, sales planning, and performance for Retail Insurance Leading benchmarking, price analysis, offer proposals, and campaign implementation Securing product readiness for new model and model year launches Managing customer care cases, legal, and digital requests, and stakeholder communication

The ideal candidate To succeed in this role, you need a structured mindset, strong analytical ability, and a genuine drive for execution. You enjoy solving problems, making decisions based on data, and turning complexity into clear actions. You are pragmatic, collaborative, and comfortable navigating different cultures, stakeholders, and ways of working.

Requirements Experience from management consulting, banking, or automotive finance Background working with Retail Insurance, including motor, financial, or warranty insurance Proven experience in sales, marketing, and process optimisation Strong financial and budgeting acumen Proficiency in project management methodologies and tools

Polestar is an international company with various backgrounds represented. English is the language of written and spoken communication. And though we have a global presence, we maintain a growth mindset. Change happens often at Polestar. But so does progress. Expect an accelerating, exciting environment.

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Ideally, you will have 6+ years of financial analysis experience working directly in a Corporate Finance or a Strategic Finance role, with 2 years of investment banking or top-tier consulting experience. You will have demonstrated excellent project management skills, ability to manage and manipulate large data sets, critically analyze existing processes, and identify opportunities for process improvement. You will have strong knowledge of Google Suite, and MS Office (Excel, Word, PowerPoint); expert Excel modeling skills.

The ideal candidate will be a strong communicator with excellent interpersonal skills to manage various stakeholders. You will be able to work closely with department heads on real-time high-priority business issues and use quantitative insights to drive better decision-making across the organization.

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We’re looking for a high-performing, all-rounded finance athlete to join our team and support the rapidly growing Generative AI (GenAI) business. You’ll collaborate closely with Product, Operations, Growth, and Go-to-Market leaders to bring financial rigor to decision-making, develop actionable insights that drive strategy, and build scalable systems as the business expands.

This role is ideal for someone with 4-6 years of experience in a fast-paced, high-growth environment. Someone who thrives in ambiguity, can juggle multiple workstreams, and brings a mix of analytical rigor, business acumen, and strong execution.

You will:

• Own and evolve part of the GenAI financial forecasting model, driving accuracy and insight across planning cycles
• Support reporting and performance management, including weekly and monthly reviews, consolidations, and ad hoc analyses
• Partner with GenAI leadership and cross functional teams to evaluate and execute key strategic and operational initiatives that scale the business multifold
• Conduct financial analyses and build business cases for new products, partnerships, and investments
• Collaborate with Accounting, and Corporate Finance to improve close, reporting, and planning cadences
• Continuously improve financial processes and systems to enhance scalability, forecast precision, and data visibility

Ideally, you'd have:

• 4–6 years of experience in Strategic Finance, FP&A, or Business Operations, ideally within a high-growth technology company
• 2 years of investment banking experience at a top-tier firm
• Strong analytical and financial modeling skills; ability to translate complex data into actionable insights
• Excellent communication skills, with the ability to distill complexity into clear narratives for non-finance stakeholders
• Advanced proficiency in Excel, Google Sheets, and PowerPoint; strong command of financial modeling best practices
• Experience with SQL or Business Intelligence tools (e.g., Looker, Tableau)
• Familiarity with Anaplan, Adaptive Insights, or other planning systems

Nice to haves:

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related field
• Prior experience supporting Product, Engineering, Growth, or Operations teams within a technology company

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In this role, you will manage internal and external stakeholders to bring clarity to our compute technology roadmaps, help prioritise across technical and non-technical teams, and focus on securing and delivering compute capacity.

As a key member of our team, you will work closely with engineering, finance, and partnership teams to drive execution of technical roadmaps, support deal structuring, and manage the operational aspects of our compute partnerships.

This role combines technical program management with elements of strategic operations, partnership development, and financial analysis.

Responsibilities:

• Drive cross-functional coordination across Engineering, Finance, and external partners to define, scope, and deliver on compute partnership initiatives

• Develop and maintain detailed project plans, timelines, and status reporting for technical programs related to compute infrastructure and partnerships

• Partner with engineering leaders to translate technical requirements into actionable roadmaps and track execution against milestones

• Support the structuring and negotiation of strategic compute deals, including financial modelling, term analysis, and vendor evaluation

• Build and maintain relationships with key stakeholders at cloud providers and infrastructure partners

• Develop and manage systems, processes, and documentation to support program management efficiency and stakeholder visibility

• Analyse financial and operational data to inform decision-making on compute capacity planning and vendor strategy

• Provide clear and transparent reporting on program status, issues, and risks to leadership

You might be a good fit if you have:

• 8-10 years of experience in technical product/program management, business development, or strategic partnerships roles at technology companies

• Experience structuring and negotiating strategic customer deals or partnerships within the technology space (cloud services, semiconductors, data centre/infrastructure)

• Background in cloud computing, data centre infrastructure, compute/silicon development, or technology-focused investment banking or consulting

• Familiarity with data centre infrastructure, compute hardware, and/or silicon development cycles

• Comfort with financial analysis and modelling; experience with vendor financing arrangements is a plus

• Strong interpersonal and communication skills with the ability to influence and align diverse stakeholders

• Ability to drive clarity in ambiguous environments and manage competing priorities with high-quality execution

• A track record of managing cross-functional initiatives in fast-paced, scaling technology environments

• A passion for Anthropic's mission and ensuring safe AI development

Strong candidates may also have:

• Experience managing external partnerships with large-scale cloud providers or hardware vendors

• Understanding of AI/ML infrastructure requirements and compute capacity planning

• Experience with vendor financing, equipment leasing, or infrastructure investment analysis

• Background in technical due diligence or technology M&A

The annual compensation range for this role is $250,000-$310,000 USD.

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As an Account Executive focused on Retail & Commercial Banking at Anthropic, you'll be part of the foundational team bringing frontier AI to the institutions that serve millions of consumers and businesses every day.

You'll drive adoption of Claude across regional and national banks, credit unions, and commercial lenders,helping them transform workflows in customer service, lending operations, risk management, and branch productivity.

You'll leverage consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated, customer-facing environments.

Responsibilities

• Own the full sales cycle from prospecting through close, winning new business and driving revenue within retail and commercial banking accounts. Navigate organisational structures to reach decision-makers across lines of business, operations, technology, and innovation teams.

• Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of depository institutions. Translate market intelligence into targeted account plans and campaigns.

• Identify and develop new use cases across banking workflows,customer support and contact centres, loan origination and underwriting, fraud detection, compliance documentation, and relationship manager enablement,collaborating cross-functionally to differentiate our offerings.

• Build consensus across complex stakeholder ecosystems including business line leaders, Chief Digital Officers, risk and compliance teams, and procurement.

• Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.

• Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have

• 5+ years of enterprise B2B sales experience, with significant time selling into retail banks, commercial banks, or credit unions

• A track record of closing complex, multi-stakeholder deals within depository institutions by navigating both technical requirements and business use cases

• Deep familiarity with how banks buy technology,including vendor risk management, regulatory compliance reviews, and enterprise procurement processes

• Experience negotiating enterprise agreements within banking procurement frameworks, including navigating legal, compliance, and infosec requirements

• Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process

• Strong communication skills and the ability to present confidently to audiences ranging from branch operations leaders to C-suite executives

• Understanding of retail and commercial banking operations, customer experience priorities, and competitive dynamics in the sector

• A strategic, analytical mindset combined with creative tactical execution

• Genuine enthusiasm for AI and its potential to transform banking, paired with appreciation for the importance of safe, responsible, and compliant deployment

The annual compensation range for this role is listed below.

For sales roles, the range provided is the role’s On Target Earnings (“OTE”) range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role.

Annual Salary: $290,000-$435,000 USD

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In collaboration with GTM, Product, and Marketing teams, you'll continuously refine our value proposition, sales methodology, and market positioning to resonate with financial decision-makers across Canada.

Responsibilities:

• Win new business and drive revenue for Anthropic within the Canada financial services sector.
• Design and execute innovative sales strategies tailored to the financial services procurement cycles across Canada markets.
• Spearhead market expansion across Canada financial departments, research centers, and administrative offices.
• Navigate complex financial stakeholder ecosystems across Canada markets, including executives, administrators, IT departments, and procurement offices.

You may be a good fit if you have:

• 5+ years of Canada financial services sales experience, including banking, insurance, fintech, or related sectors.
• A strategic, analytical approach to assessing Canada financial services markets combined with creative, tactical execution to capture opportunities.
• Extensive experience negotiating complex agreements within Canada financial services procurement frameworks and understanding regional regulatory requirements.
• Proven experience exceeding revenue targets in the financial services sector, with demonstrated ability to manage complex, multi-country deal cycles and navigate different regional requirements.
• Excellent communication skills and ability to present confidently to various audiences from technical experts to C-level executives across Canada financial institutions.

Logistics:

• Minimum education: Bachelor’s degree or an equivalent combination of education, training, and/or experience.
• Required field of study: A field relevant to the role as demonstrated through coursework, training, or professional experience.
• Minimum years of experience: Years of experience required will correlate with the internal job level requirements for the position.
• Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time.
• Visa sponsorship: We do sponsor visas!

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With teams in Denver, San Francisco, and New York, we support more than 400,000 small businesses nationwide and are building a workplace that reflects the people we serve. All full-time employees receive competitive base pay, benefits, and equity (RSUs) , because everyone who helps build Gusto should share in its success.

We're looking for a full stack Deal Lead to join Gusto’s Corporate Development and Partnerships team. The ideal candidate brings experience driving growth for software and financial technology companies through M&A and strategic partnerships, along with curiosity around using AI to accelerate that work.

In this role, you will shape Gusto’s Build, Buy, Partner strategy and lead end to end transactions, leveraging AI tools to enhance market analysis, deal sourcing, and execution. Your contributions will play a key role in accelerating Gusto’s growth as we empower more than 400,000 small and mid-sized businesses to take care of their people.

The Corporate Development and Partnerships team is a high impact group responsible for defining Gusto’s Build, Buy, Partner strategy and driving growth through M&A and strategic partnerships. As a small but mighty team, we use technology, data, and AI to uncover opportunities faster, strengthen decision making, and deliver results that expand Gusto’s impact.

Here’s what you’ll do day-to-day:

• M&A and Partnership Strategy: Collaborate with product and executive leaders to refine strategy and roadmaps, using AI tools to assess markets, identify whitespace, and evaluate Build, Buy, Partner options.

• Deal Sourcing: Apply AI-driven market mapping and data synthesis to identify and prioritize high potential targets and partners across industries.

• Deal Execution: Lead the end-to-end transaction process, leveraging AI for due diligence analysis, financial modeling, and scenario planning to support negotiations and decision making.

• Market and Competitive Intelligence: Use AI to monitor strategic trends, startup activity, and competitive shifts in real time to inform Gusto’s growth strategy.

• Business Case Development: Utilize AI-assisted drafting and analysis tools to create clear, data-informed deal memos, financial models, and executive presentations.

• Stakeholder Alignment: Generate concise, AI-enabled updates that keep cross-functional partners informed and aligned throughout each deal phase.

Here’s what we're looking for:

• Experience: 10+ years of relevant experience in corporate development, partnerships, investment banking, venture capital, or private equity, including at least 3 years at a high-growth software or fintech company.

• Deal Leadership: Proven ability to manage M&A and partnership deals end-to-end, now leveraging AI tools to increase speed, accuracy, and insight.

• Product Minded: Strong product intuition and ability to collaborate with product and engineering teams on strategy.

• Analytical Strength: Exceptional modeling and analytical skills, with interest in integrating AI to enhance data analysis and forecasting.

• Strategic Communicator: Skilled at distilling complex information into actionable insights and communicating across all levels of the organization.

Our cash compensation range for this role is $190,215 to $234,599 in San Francisco, CA. Final offer amounts are determined by multiple factors, including candidate location, experience, and expertise, and may vary from the amounts listed above.

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The ideal candidate will have 1+ years of experience in a management consulting, investment banking, internal strategy & operations, or business analyst role. You will be self-driven and relentlessly proactive, with a strong analytical aptitude and the ability to communicate broadly and have a lot of eyes on your work. You will be comfortable working at a place where no one minds if you leave early one day to go to an appointment or run an errand, but you also don't mind responding to Slacks in the evening while you're watching Netflix.

This role requires the ability to translate across Supply Chain, Manufacturing, Finance, Engineering, HR, Recruiting, Growth, Deployments, and more. You will be responsible for leading large meetings, managing large Slack channels, and wrangling stakeholders towards a solution. You will also be responsible for working deeply within data and systems, becoming intimately familiar with how Anduril's business systems function, and leveraging data from them to execute scrappy analyses on short timelines.

The salary range for this role is $113,000-$149,000 USD, plus highly competitive equity grants and top-tier benefits for full-time employees.

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At Setpoint Capital, we focus on asset-backed private credit investments where we can bring unique value through our technology, operations, and insights.

Responsibilities

Perform quantitative and qualitative analysis used to support the underwriting of Setpoint's potential investment opportunities.

Prepare internal memoranda and other materials used to support investment recommendations and to communicate with internal and external stakeholders.

Start and develop relationships with new and existing borrowers.

Assess the performance of existing investments, including both the collateral as well as the operating company.

Evaluate market conditions in existing and potential new investments; provide information and analysis to develop and support asset allocation decisions related to these categories.

Provide support in executing new investments as well as ad-hoc projects as they arise.

Requirements

1-3 years of relevant experience, preferably in structured credit, private equity, or investment banking.

A desire to learn, take on new challenges, and be highly self-motivated.

Strong interpersonal skills.

Demonstrated analytical ability.

Attention to detail with the ability to work on multiple projects simultaneously.

Benefits

Competitive salaries, stock options, medical, dental and vision coverage, 401k, disability coverage, and flexible vacation.

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As an early-to-mid level AI Growth Specialist (BDR) at Descript, you'll be on the front lines of growth: sourcing and qualifying new business opportunities, building relationships with buyers across modern media, marketing, and enterprise teams, and creating pipeline for our Account Executives.

This role is highly cross-functional , you'll work closely with Marketing, Account Executives, Customer Success, and Product to refine messaging, target the right buyers, and iterate on playbooks that scale.

Responsibilities:

• Drive outbound prospecting through email, phone, social (LinkedIn), and inbound follow-up to generate qualified meetings for the AE team.

• Execute targeted cadences that combine personalization and scale; own the top of funnel for assigned segments.

• Qualify deals against MEDDPICC , build and maintain a healthy pipeline, and pass consistently high-quality opportunities to AEs.

• Hit weekly / monthly activity and pipeline targets (calls, emails, meetings, SQLs).

• Use CRM and sales engagement tools (Salesforce / Unify / Apollo / LinkedIn Sales Navigator) to track activity and report on funnel metrics.

• Collaborate with Marketing to test and optimize messaging, campaigns, and inbound conversion flows.

• Be the voice of the customer , share insights about buyer pain points, competitive signals, and feature requests to Product and GTM teams.

• Help evolve playbooks and onboarding materials for future SDR hires.

Requirements:

• 1–3 years of work experience (SaaS, AI or Investment Banking experience strongly preferred).

• Demonstrated success in outbound prospecting and meeting generation for quota-driven teams.

• Strong written and verbal communication skills , you can write crisp, human outreach and confidently lead discovery conversations.

• Comfortable with high activity levels and a metrics-driven approach to improvement.

• Experience using a CRM and sales engagement tools; comfortable learning and adopting new tooling and processes.

• Grit, curiosity, and the coachability to iterate quickly on feedback.

• Ability to learn our core systems to find targets within our existing customer database

• Passion for creators, video, audio, or modern content workflows is a big plus.

Nice to have:

• Experience selling to marketing, learning & development, product, or media teams.

• Familiarity with audio/video creation workflows or interest in multimedia production.

• Prior experience in a startup or high-growth environment.

• Knowledge of prospecting at enterprise accounts and navigating complex buying groups.

What success looks like (first 3–6 months):

• Consistently hitting activity and meeting targets and contributing a predictable pipeline to the AE team.

• Developing strong, scalable cadences that increase conversion rates from outreach → meeting → SQL.

• Showing strong product knowledge and independently handling discovery calls with high lead quality.

Our hiring process:

• Manager / hiring team interview (role fit & experience).

• Live or recorded roleplay / sales exercise.

• Final conversation with leadership or cross-functional partner.

• Offer.

Base salary range for this role is $60,000-$120,000/year OTE.

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During your 12-week internship, you'll lead high-impact projects,from designing pricing for new AI innovations to optimizing our global commercial frameworks,with opportunities for full-time employment within the team the following year.

Throughout the internship, you will be mentored by a dedicated sponsor and have the opportunity to connect with senior leaders across the organization.

Impact you will have:

• Drive Strategic Projects: Own a high-priority monetization project from data-driven research to recommendation, such as defining the pricing for a new feature, evaluating a new market segment, and understanding competitor pricing models

• Inform High-Stakes Decisions: Provide the analytical rigor, data-driven insights, and first-principles thinking that shape commercial thinking for product areas with significant revenue potential.

• Communicate with Clarity: Author insightful documents (e.g., internal strategy papers or Business Requirements Documents) that synthesize complex ideas for both technical and executive audiences.

• Enable the Field: Collaborate on creating product documentation and sales enablement content to ensure our field teams can effectively communicate Databricks’ value to customers.

• Influence the Roadmap: Work across the Pricing and Product teams to understand the cross-portfolio consequences of pricing decisions, ensuring alignment across the product platform and CSP partnerships (AWS, Azure, GCP).

Who You Are:

• You will graduate from an MBA program in Spring 2027.

• You have 3-5 years of previous professional experience in management consulting, investment banking, strategy, operations, business analysis, or related fields.

• You demonstrate an advanced ability to define and break down ambiguous and complex business problems with limited guidance

• You are an excellent communicator (both written and oral), with the ability to synthesize complex information into clear, insightful takeaways and action-oriented recommendations.

• You put the team before yourself and are willing to get hands-on, no matter how small the task

• Previous experience in enterprise software and cloud platforms preferred.

• Previous experience with SQL preferred.

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Responsibilities: Use proprietary tools to label and evaluate data. Support and ensure the delivery of high-quality curated data. Work with engineers to refine tasks, tools, and workflows. Design, select, and refine tasks grounded in real-world occupational math, for example: Insurance and risk: premiums, deductibles, expected loss calculations, simple risk modeling. Logistics and operations: inventory and reorder policies, capacity/throughput, basic cost optimization. Skilled trades: surveying and land measurement, electrical load calculations, machining tolerances, material estimation, blueprint and scale calculations. Finance and banking: loan amortization schedules, time value of money, portfolio and risk metrics. Accounting and tax: financial statements, reconciliations, depreciation, multi-bracket tax calculations, payroll. Health and social data: rates, ratios, simple biostatistics, survey-based metrics and policy-relevant indicators. Provide detailed, step-by-step solutions and evaluate model responses for correctness, adherence to domain rules (e.g., tax codes, building codes, basic regulatory or business constraints), clarity, and plausibility. Interpret, analyze, and execute tasks based on given instructions.

Basic Qualifications: A Master's or PhD in a quantitative field such as Mathematics, Statistics, Operations Research, Economics, Finance, Actuarial Science, or a closely related discipline with strong training in applied/occupational math; or A Bachelor's degree in one of the fields above plus substantial professional experience (e.g., 2+ years) in a math-heavy occupational domain such as finance, banking, insurance, accounting, logistics/supply chain, healthcare analytics, or policy analysis Professional licensure or certification in a skilled trade (e.g., licensed surveyor, master electrician, journeyman machinist) with demonstrated expertise in trade-specific mathematical calculations. Strong proficiency in applied mathematics relevant to at least one of the above domains (e.g., probability and statistics, financial math, optimization under constraints, geometric and measurement calculations, or similar). Proficiency in reading and writing, both in informal and professional English. Strong ability to navigate various information resources and databases. Outstanding communication, interpersonal, analytical, and organizational capabilities. Solid reading comprehension skills combined with the capacity to exercise autonomous judgment even when presented with limited data/material. A strong passion for and commitment to technological advancements and innovation.

Preferred Skills and Experience: Professional certifications in relevant fields (e.g., CFA, FRM, SOA exams, CPA, Six Sigma, PE, licensed surveyor, or similar) or demonstrably equivalent experience. Prior professional experience in one or more domains such as asset management, retail or commercial banking, insurance pricing/reserving, accounting/audit, logistics/supply chain planning, healthcare analytics, public policy analysis, or skilled trades. Previous AI Tutoring experience and/or experience teaching or training others in applied or occupational math topics. Experience building and reviewing complex spreadsheets, financial or risk models, dashboards, technical drawings, or similar artifacts.

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As the Director, you will set and drive the inorganic growth strategy, leading a team responsible for sourcing, evaluating, and executing strategic transactions. You will operate at a strategic level, guiding priorities, aligning cross-functional stakeholders, and ensuring the corporate development function scales with the company's long-term ambitions.

Responsibilities:

• Oversee the full lifecycle of M&A and strategic transactions, providing direction and guidance across sourcing, evaluation, diligence, negotiation, and integration
• Lead, develop, and manage a team of corporate development professionals
• Guide the development of financial models, valuation analyses, and strategic frameworks to inform decision-making
• Partner with executive leadership and cross-functional teams (Product, Marketing, Finance, Legal, People) to define priorities and align on complex, high-impact initiatives
• Establish and scale processes, frameworks, and operating rhythms to strengthen the corporate development function
• Ensure effective prioritization and resource allocation across a portfolio of opportunities and initiatives
• Synthesize inputs from multiple stakeholders to drive alignment and enable high-quality, timely decision-making
• Represent Corporate Development in executive forums, presenting recommendations and influencing key business decisions

Requirements:

• 12+ years of experience across investment banking, private equity, corporate development, or related fields
• Significant in-house corporate development experience with a strong track record of leading buyside transactions
• 5+ years of people management experience, and proven track record of developing high-performing teams
• Deep understanding of technology and SaaS business models, including key metrics (ARR, bookings, ARPU, LTV/CAC)
• Proven ability to operate at both strategic and organizational levels, setting direction in complex, ambiguous environments
• Strong leadership presence with the ability to influence and advise senior executives, external partners, and stakeholders
• Experience building and scaling processes, teams, and functional capabilities
• Exceptional analytical and financial acumen, with the ability to guide complex modeling and valuation work
• Excellent communication skills, with experience presenting to and influencing executive audiences
• Ability to translate long-term strategy into clear, actionable plans and measurable outcomes
• Strong cross-functional leadership and collaboration skills, with a track record of driving alignment across diverse teams
• High attention to detail, sound judgment, and a proactive, solutions-oriented mindset
• Passion for technology, markets, and identifying new growth opportunities

Benefits & Perks:

• A choice between medical plans with an option for 100% covered premiums
• Fertility and adoption benefits
• Access to supplemental insurance plans for additional coverage
• Headspace mindfulness app subscription
• Global Employee Assistance Program
• Retirement benefits with employer match
• Flexible paid time off
• 12 weeks paid parental leave and family care leave
• Pretax commuter benefit
• Education reimbursement
• Employee donation match to community organizations
• 7 Global Employee Resource Groups (ERGs)
• Dog-friendly workplace
• Free lunch and snacks
• Private rooftop
• Hack week twice per year

Cash Compensation Range: $203,500 - $327,750 USD

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As a Treasury Analyst at Carta, you will be an integral part of the Fund Administration business, supporting a global FA Treasury team. You will own daily operational processes, drive improvements, and enhance the overall client experience.

Responsibilities

• Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
• Collaborate with cross-functional teams to troubleshoot issues, improve processes, and influence product roadmaps
• Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
• Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
• Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
• Proactively identify operational gaps, risks, and support the development of scalable solutions
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
• Support data analysis and reporting needs using Excel, Metabase, Looker, and other internal data tools
• Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

Benefits

• Competitive salary
• Opportunities for professional growth and development
• Collaborative and dynamic work environment
• Recognition and rewards for outstanding performance

Requirements

• Fluency in English, both verbal and written
• 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
• Strong attention to detail and a high degree of ownership over assigned workflows
• Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
• Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
• Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
• Intellectual curiosity with a strong appetite for continuous learning and growth
• Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
• Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
• Understanding of Fund Administration is a plus

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You'll drive adoption of Claude across regional and national banks, credit unions, and commercial lenders,helping them transform workflows in customer service, lending operations, risk management, and branch productivity.

You'll leverage consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated, customer-facing environments.

In collaboration with GTM, Product, Policy, and Marketing teams, you'll shape our approach to this high-volume vertical and help define how AI enhances both operational efficiency and customer experience in banking.

Responsibilities:

• Own the full sales cycle from prospecting through close, winning new business and driving revenue within retail and commercial banking accounts.

• Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of depository institutions.

• Identify and develop new use cases across banking workflows,customer support and contact centers, loan origination and underwriting, fraud detection, compliance documentation, and relationship manager enablement,collaborating cross-functionally to differentiate our offerings.

• Build consensus across complex stakeholder ecosystems including business line leaders, Chief Digital Officers, risk and compliance teams, and procurement.

• Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.

• Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have:

• 5+ years of enterprise B2B sales experience, with significant time selling into retail banks, commercial banks, or credit unions.

• A track record of closing complex, multi-stakeholder deals within depository institutions by navigating both technical requirements and business use cases.

• Deep familiarity with how banks buy technology,including vendor risk management, regulatory compliance reviews, and enterprise procurement processes.

• Experience negotiating enterprise agreements within banking procurement frameworks, including navigating legal, compliance, and infosec requirements.

• Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process.

• Strong communication skills and the ability to present confidently to audiences ranging from branch operations leaders to C-suite executives.

• Understanding of retail and commercial banking operations, customer experience priorities, and competitive dynamics in the sector.

• A strategic, analytical mindset combined with creative tactical execution.

• Genuine enthusiasm for AI and its potential to transform banking, paired with appreciation for the importance of safe, responsible, and compliant deployment.

The annual compensation range for this role is $290,000-$435,000 USD.

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This includes managing M&A processes, analysing industry trends, assessing competitive landscapes, identifying investment opportunities, and supporting marquee fundraising initiatives. This person will work cross-functionally with a variety of stakeholders at all levels of CoreWeave and have frequent opportunities to interact with and support key executive-level decision makers.

Optimally, this person will have previous experience with generative AI, technology, digital infrastructure, cloud infrastructure, data centres or similar verticals.

Key Responsibilities:

• Identify and evaluate M&A and direct investment opportunities based on industry knowledge, market situation, and financial analysis

• Develop, maintain, and analyse complex financial models to support M&A transactions, strategic investments, and other strategic initiatives

• Assist in all phases of transaction execution, including due diligence, valuation, documentation, and integration planning

• Collaborate with internal stakeholders, including finance, legal, operations, and senior executives to ensure alignment and successful execution of deals

• Support Strategic Finance, Investor Relations, Treasury, and FP&A on cross-functional Ad Hoc finance projects

• Assist in the preparation of company management presentations that deliver CoreWeave's investment thesis and growth strategy to external stakeholders

• Conduct comprehensive due diligence on M&A and investment targets, including financial, and operational analysis

• Monitor industry trends, competitive landscape, and market dynamics to identify opportunities and threats

• Collaborate with CDO, CSO and CFO to assist with highly impactful, complex, and visible projects, including scaled, complex equity and debt fundraising initiatives

• Complete special strategic projects and ad hoc modelling for senior executives as needed, such as projects regarding international expansion and JV partnerships

Who You Are:

• A bachelor's degree in finance, accounting, applied mathematics, economics, engineering, or an equivalent combination of education and experience

• Minimum of 2+ year(s) of experience in investment banking, private equity, private credit or similar roles

• Advanced analytical skills with an ability to perform quantitative and qualitative analysis on new ideas and concepts

Preferred:

• Excellent financial modelling and valuation skills, with a demonstrated track record of executing complicated financial analyses

• Effective verbal and written communication skills, with a preference for candidates that have demonstrably interacted with management or other executive-level stakeholders

• High level of self-sufficiency with proven success at self-teaching and a high intellectual motor

• Strong analytical, quantitative, and problem-solving skills

• Exceptional attention to detail, organisational skills, and ability to manage multiple competing priorities simultaneously

• Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint

• Understanding of M&A processes for both public and private transactions, including deal sourcing/structuring, due diligence, and execution, with a proven track record of contributing to closed deals

• Experience with modelling debt transactions (e.g., leveraged buyout models and private/public credit) preferred

Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we've found compatible with our team. If some of this describes you, we'd love to talk.

• You love digging into complex financial problems and solving them with precision.

• You're curious about how AI, cloud, and digital infrastructure are reshaping the global economy.

• You're an expert in financial modelling, valuation, and supporting high-impact transactions.

Why CoreWeave?

At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values:

• Be Curious at Your Core

• Act Like an Owner

• Empower Employees

• Deliver Best-in-Class Client Experiences

• Achieve More Together

We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and provides the opportunity to develop innovative solutions to complex problems. As we get set for take off, the growth opportunities within the organisation are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us!

The base salary range for this role is $125,000 to $155,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits programme (all based on eligibility).

What We Offer

The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including:

• Medical, dental, and vision insurance

• 100% paid for by CoreWeave

• Company-paid Life Insurance

• Voluntary supplemental life insurance

• Short and long-term disability insurance

• Flexible Spending Account

• Health Savings Account

• Tuition Reimbursement

• Ability to Participate in Employee Stock Purchase Programme (ESPP)

• Mental Wellness Benefits through Spring Health

• Family-Forming support provided by Carrot

• Paid Parental Leave

• Flexible, full-service childcare support with Kinside

• 401(k) with a generous employer match

• Flexible PTO

• Catered lunch each day in our office and data centre locations

• A casual work environment

• A work culture focused on innovative disruption

Our Workplace

While we prioritise a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialised skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration.

California Consumer Privacy Act - California applicants only

CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, colour, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic

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In this role, you will be responsible for building and maintaining strong relationships with key EMEA LPM partners, facilitating technical integrations, launching new capabilities (whether with new or existing partners), and ensuring optimal performance of our solutions with financial partners.

Responsibilities:

• Partner Management: Build and maintain strong, long-term relationships with key financial ecosystem partners, serving as the primary point of contact for technical inquiries and operational support.

• Technical Integration: Collaborate closely with partners to define and implement successful integrations, ensuring all technical requirements are met and projects are delivered on time.

• Performance Tracking: Establish Service Level Agreements (SLAs) and performance standards for partner accounts, leveraging metrics and data analysis to monitor and improve partner health and satisfaction. Regularly drive technical reviews to improve partner performance.

• Cross-Functional Collaboration: Work across multiple Stripe teams,including Engineering, Product, and Partner Development,to support and drive process enhancements and technical solutions that benefit partners.

• Incident Management: Assist in incident resolution by coordinating with internal teams to manage partner communications effectively and resolve issues efficiently.

• Operational Efficiencies: Identify inefficiencies within Stripe’s operating model, proposing and driving effective solutions (including both technical and operational requirements) to address them.

• Training and Support: Provide ongoing training, documentation and support to partners, helping them leverage Stripe’s technology and products effectively.

• Feedback Collection: Gather feedback from partners to inform improvements in internal processes and product functionalities, ensuring customer needs are addressed within the organization

The ideal candidate will possess a blend of technical expertise and account management experience, with a focus on driving partner success.

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As a high-volume, fast-paced sales professional, you will prospect, build strong partnerships, and close deals by showcasing the unmatched value of Brex's all-in-one Financial Operating System,Corporate Card, Expense Management, and Travel.

Responsibilities:

• Full-Cycle Sales Execution: Own the end-to-end sales process from outbound prospecting to discovery, product demos, and closing deals.

• Pipeline Generation & Management: Consistently source and qualify leads to maintain a strong, reliable pipeline.

• Value-Based Selling: Clearly communicate ROI and business value by understanding each prospect's goals and aligning Brex’s solutions to their needs.

• Customer-Centric Problem Solving: Build trust through insight and service, helping prospects navigate challenges and unlock growth.

• Cross-Functional Collaboration: Work closely with Sales Development, Product, and Underwriting to create a smooth and impactful buyer experience.

Requirements:

• 1+ years of closing experience in B2B SaaS sales, ideally in a high-volume or new business-focused role.

• A high-performing SDR/BDR background with a strong track record of sourcing and qualifying opportunities due to high self-prospecting requirements in role.

• Strong ability to communicate value and ROI to small or mid-sized business stakeholders.

• Consistent quota attainment and a history of top-tier performance.

• A proactive, self-motivated approach with a focus on results and customer impact.

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Responsibilities:

Serve as the first point of contact, embodying X Payments’s commitment to trust and excellence in every customer interaction. Respond to customer inquiries via phone, chat, and email with clarity, empathy, and precision, addressing issues related to login access, card usage, transaction status, transfers, and account settings. Troubleshoot complex customer issues, guiding users through solutions and educating them on product features, policies, and processes. Handle disputes and fraud claims with accuracy, capturing critical details and escalating to appropriate teams when necessary. Document all interactions thoroughly in our CRM system, ensuring timely follow-up and resolution. Proactively identify and flag technical or recurring issues to internal teams (Product, Risk, Compliance) to drive platform improvements. Stay up-to-date on company policies, regulatory requirements, and platform updates to provide accurate and compliant information. Meet performance metrics, including average handle time, first contact resolution, and customer satisfaction (CSAT) targets. Uphold a positive brand experience, even in high-pressure situations, while maintaining vigilance when handling sensitive information and escalating suspicious activity per protocols. Contribute insights to shape a scalable, customer-focused support model that maximises satisfaction and operational efficiency.

Basic Qualifications:

2+ years of experience in customer support, ideally in fintech, banking, or a fast-paced digital environment. Proven experience managing customer interactions via phone, chat, and email in a support or contact centre setting. Exceptional verbal and written communication skills, with a focus on clarity, tone, and professionalism. Strong problem-solving skills and attention to detail, with the ability to balance empathy with policy adherence. Proficiency in navigating support platforms such as ACD systems, ticketing tools, CRMs, and knowledge bases. Willingness to work flexible US shift hours, including weekends, holidays, and on-call availability for urgent situations.

Preferred Skills and Experience:

Familiarity with financial services, debit/credit cards, mobile apps, or payment platforms. A strong sense of ownership, with enthusiasm for resolving complex customer issues and driving continuous improvement. A passion for problem-solving and enhancing customer experiences through creative solutions. High energy and a proactive attitude to deliver results in a dynamic, fast-paced environment. A sense of humour and adaptability to thrive in a rapidly evolving fintech landscape.

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You'll drive adoption of Claude across investment banks, capital markets firms, asset managers, and sell-side research institutions,helping them transform workflows in deal execution, research production, trading operations, and client advisory.

You'll leverage deep consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated environments.

In collaboration with GTM, Product, Policy, and Marketing teams, you'll shape our approach to this critical vertical and help define how AI transforms capital markets.

Responsibilities:

• Own the full sales cycle from prospecting through close, winning new business and driving revenue within investment banking and capital markets accounts.

• Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and risk considerations of capital markets institutions.

• Identify and develop new use cases across investment banking workflows,M&A analysis, equity research, fixed income trading, compliance, and client reporting,collaborating cross-functionally to differentiate our offerings.

• Build consensus across complex stakeholder ecosystems including Managing Directors, technology leadership, risk and compliance officers, and procurement teams.

• Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.

• Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have:

• 7+ years of enterprise B2B sales experience, with significant time selling into investment banks, capital markets firms, or asset managers.

• A track record of closing complex, six- and seven-figure deals within financial institutions by navigating both technical requirements and business use cases.

• Deep familiarity with how investment banks and capital markets firms buy technology,including vendor risk assessments, security reviews, and multi-stakeholder approval processes.

• Experience negotiating enterprise agreements within financial services procurement frameworks, including navigating legal, compliance, and infosec requirements.

• Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process.

• Strong executive presence and the ability to present confidently to audiences ranging from analysts and associates to C-suite executives.

• Understanding of investment banking and capital markets workflows, pain points, and competitive dynamics.

• A strategic, analytical mindset combined with creative tactical execution.

• Genuine enthusiasm for AI and its potential to transform financial services, paired with appreciation for the importance of safe and responsible deployment.

The annual compensation range for this role is $290,000-$435,000 USD.

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In collaboration with GTM, Product, and Marketing teams, you'll continuously refine our value proposition, sales methodology, and market positioning to resonate with financial decision-makers across Canada.

Key responsibilities include:

• Winning new business and driving revenue for Anthropic within the Canada financial services sector.
• Designing and executing innovative sales strategies tailored to the financial services procurement cycles across Canada markets.
• Spearheading market expansion across Canada financial departments, research centers, and administrative offices.
• Navigating complex financial stakeholder ecosystems across Canada markets, including executives, administrators, IT departments, and procurement offices.

To be successful in this role, you'll need:

• 5+ years of Canada financial services sales experience, including banking, insurance, fintech, or related sectors.
• A strategic, analytical approach to assessing Canada financial services markets combined with creative, tactical execution to capture opportunities.
• Extensive experience negotiating complex agreements within Canada financial services procurement frameworks and understanding regional regulatory requirements.
• Proven experience exceeding revenue targets in the financial services sector, with demonstrated ability to manage complex, multi-country deal cycles and navigate different regional requirements.
• Excellent communication skills and ability to present confidently to various audiences from technical experts to C-level executives across Canada financial institutions.

If you're passionate about ensuring frontier AI systems are developed safely and ethically for financial use across Canada, we'd love to hear from you!

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We are seeking an experienced Technical Partner Manager to lead technical partner engagements within our Global Partner Engineering & Operations (PE&O) team. In this role, you will own relationships with Stripe's AMER bank partners, overseeing partner technical integrations and performance.

Responsibilities

• Serve as the primary technical and operational contact for key financial partners, fostering and maintaining strategic relationships and technical collaboration.
• Work with internal Engineering, Product, and Partner Management teams and external partners to define and deliver technical onboarding and integrations, ensuring performance SLAs are met.
• Define, implement, and monitor partner health and performance metrics to meet and exceed partner expectations.
• Collaborate with Product, Engineering, and Partnerships to drive reliability and product efficiency; lead alignment for the Global Banks pillar's technical and operational needs.
• Oversee and scale incident response processes, coordinate RCA (root cause analysis), and drive prevention and remediation plans.
• Analyze operational data to identify trends and recommend improvements that streamline partner operations and enhance the Stripe experience.
• Build and manage relationships with Bank partner senior technology/operations counterparts; facilitate engagement between Stripe leadership and partner stakeholders.

Requirements

• 5+ years of experience in technical partner/account management, operations, or strategic project management within payments or fintech; direct experience working with bank partners preferred.
• Experience in banking, e-commerce, or payments, with a solid understanding of payment technologies and platform-to-partner integrations.
• Strong technical judgment: ability to assess critical aspects of service and software integrations and apply best practices for operational efficiency.
• Proven track record managing medium- to large-scale technical projects with external partners and internal stakeholders.
• Strong analytical and problem-solving skills; able to use data to drive decisions.
• Excellent written and verbal communication skills; comfortable engaging with diverse internal and external audiences (business development, product, engineering, operations).
• Flexibility to be on-call during seasonal peaks and provide staggered time-zone coverage in a global, live service environment.
• Willingness to travel (~30%) for partner visits and business/service reviews.

Preferred Qualifications

• Bachelor's degree in Computer Science, Business Administration, Operations Management, or a related field; Master's degree or MBA preferred.
• Working proficiency with databases and SQL for partner-facing data analysis.
• A user-first mindset and strong sense of urgency to scale products and operations through partnerships.

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As we continue to grow, you will play a crucial role in analysing financial data, building models, and delivering insights to drive informed business decisions across revenue goals, sales capacity planning, deal desk and marketing spend returns. This role will work closely with cross-functional teams and collaborate with other members of the finance organisation to align go-to-market strategies with broader financial considerations.

Responsibilities:

• Provide expert guidance, recommendations, and influence to go-to-market stakeholders on financial strategies, investments, and resource allocation decisions, leveraging an in-depth understanding of the company's financials

• Partner cross-functionally to drive analysis, build financial models, and recommend business decisions across a variety of areas, such as revenue goals, sales capacity planning and key strategic initiatives

• Prepare and deliver clear, concise, and insightful financial reports, analyses, and forecasts, highlighting key trends, risks, and opportunities to facilitate informed decision-making to stakeholders and executives

• Collaborate with other members of strategic finance, FP&A, and accounting counterparts, helping to align go-to-market with broader financial strategies and considerations

• Establish and implement reporting dashboards and scorecards to track key operational and financial metrics

You may be a good fit if you have:

• 7+ years in experience across strategic finance, go-to-market finance, private equity, growth equity, venture capital, consulting, and investment banking

• Exceptional analytical skills with an ability to synthesise data into compelling insights and develop/maintain complex financial operating models

• Extraordinary problem-solving and critical thinking abilities to navigate complex financial challenges

• Comfort working cross-functionally and are adept at communicating complex financial information to non-finance audiences

• Excitement about working in a fast-paced, dynamic environment and adapt well to change

• Possess a bias towards action, strong work ethic, and have experience driving operational outcomes under tight timelines

• Strong relationship building, business judgment, process management, and communication skills

• Are passionate about Anthropic's mission to build safe, transformative AI systems

Strong candidates may also have:

• GTM Finance Business Partnership experience

• A combination of 3+ years in strategic finance, paired with several years prior across private equity, growth equity, venture capital, consulting, and investment banking

• Experience with consumption-based and/or complex business models

• High knowledge of and interest in effective go-to-market strategies including deal-desk management

• Background in AI, ML, or related technologies

The annual compensation range for this role is $235,000-$310,000 USD.

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This role requires a builder who can stabilize a post-migration ERP environment, architect controls from scratch, and drive improvements to key metrics,all while championing Claude-powered automation consistent with Anthropic’s AI-first culture.

Responsibilities:

• Design, document, test, and execute AP internal controls for SOX compliance
• Drive remediation of any control gaps identified during design and operating effectiveness testing
• Own AP walkthrough preparation with external auditors and serve as the primary AP point of contact for audit requests
• Own AP systems and design requirements for future systems landscape

AP Operations & Process Optimization:

• Partner with Procurement to optimize the procure-to-pay process
• Oversee end-to-end invoice-to-pay operations across all entities
• Oversee vendor master data integrity, OFAC compliance, and banking change controls
• Manage international AP complexity: VAT/GST coding, SEPA payments, withholding tax, and entity-specific compliance requirements across all entities
• Own month-end close AP deliverables and oversee weekly payment runs across multiple payment methods and banking platforms
• Drive AP cycle time and payment timeliness improvements through root cause analysis and process redesign

Team Leadership & AI Automation (Claudification):

• Lead and develop a lean team, building depth and cross-training to eliminate single points of failure
• Foster a high-trust, collaborative team culture rooted in our team values of collaboration, impact, and curiosity , where team members take ownership of their areas, speak up with feedback, and ask 'could Claude have done that?' after every manual process

You may be a good fit if you have:

• 12+ years of accounts payable experience at a high-growth technology company, including 5+ years in a leadership role owning end-to-end AP operations
• Demonstrated experience leading AP through a major ERP migration (NetSuite to Workday, SAP, Oracle, or equivalent),including data migration, UAT, cutover, and stabilization
• Track record of designing and documenting SOX-compliant AP internal controls in a pre-IPO or public company environment, with direct exposure to external auditor walkthroughs
• Proven ability to reduce late payments and improve AP cycle times through process redesign, automation, and root cause analysis,with specific, quantified outcomes
• Multi-entity, multi-currency AP experience across US and international jurisdictions, including VAT/GST compliance and cross-border payment operations
• Strong cross-functional instincts: proven ability to partner across Procurement, Treasury, Corporate Accounting, Tax, Legal, and Finance Systems teams
• AI-curious builder mindset: experience deploying AI tools to automate AP processes, or genuine enthusiasm for doing so,and comfort creating structure where none exists

The annual compensation range for this role is $230,000-$300,000 USD.

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As a Treasury Associate at Carta, you will be an integral part of the Fund Administration business, supporting a global FA Treasury team. You will own daily operational processes, drive improvements, and enhance the overall client experience.

Responsibilities

• Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
• Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
• Review, interpret, and upload bank and brokerage transactions from statements into client bank feeds when automated connectivity is unavailable
• Proactively identify operational gaps, risks, and support the development of scalable solutions
• Experience creating and improving operational workflows and processes from scratch in fast-paced environments with minimal guidance
• Collaborate with cross-functional teams such as Product, Engineering, and Operations to troubleshoot issues, improve processes, and influence product roadmaps
• Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
• Own end-to-end payment execution workflows, including initiating and reviewing ACH/Wire and FX payments for client approval
• Verify vendor/payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls
• Support data analysis and reporting needs using Excel, Metabase, Looker, and other internal data tools
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources

Impact

At Carta, we're building infrastructure that helps innovators unlock the power of ownership. As a Treasury Associate, you'll be at the center of that mission, ensuring our clients' capital flows reliably and efficiently. You'll work closely with the Fund Administration team to help with the day-to-day payment processing requests and bank administration tasks on behalf of fund administration clients.

About You

• 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
• Strong attention to detail and a high degree of ownership over assigned workflows
• Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
• Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
• Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
• Experience creating or improving operational workflows and processes in fast-paced environments
• Intellectual curiosity with a strong appetite for continuous learning and growth
• Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
• Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
• Understanding of Fund Administration is a plus

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You'll lead capital raising initiatives, manage investor relationships, and help prepare Anthropic for the next phase of its evolution as a company. Working closely with our leadership team, you'll help ensure Anthropic has the financial resources and strategic partnerships needed to fulfill our mission of building reliable, interpretable, and steerable AI systems.

In this role, you'll leverage your expertise across capital markets and financial strategy to drive fundraising activities, build robust investor relations frameworks, and lay the groundwork for long-term financial flexibility. You'll also support selective corporate development opportunities that align with our strategic priorities.

The ideal candidate brings deep capital markets experience, strong analytical capabilities, and exceptional relationship-building skills to help guide Anthropic through its next phase of growth while maintaining our commitment to responsible AI development.

Responsibilities:

• Lead capital raising processes, working with executive leadership to determine timing, structure, and terms for potential financing rounds

• Build and maintain relationships with existing and potential investors across institutional, strategic, and financial investor bases

• Develop comprehensive investor relations strategies, including communications, reporting frameworks, and engagement plans

• Help build financial infrastructure and reporting capabilities to support institutional-grade transparency and governance

• Track and analyze market conditions, comparable transactions, and valuation benchmarks to inform capital strategy

• Identify and evaluate strategic investment opportunities and M&A transactions aligned with Anthropic's mission

• Create detailed financial models, valuation analyses, and market research to support strategic decision-making

• Prepare and present recommendations to leadership and the board on capital structure and financing strategies

• Collaborate with Finance, Legal, and Comms teams to align financial and strategic initiatives with organizational priorities

You may be a good fit if you:

• Have 8+ years of experience in investment banking, equity capital markets, private equity, venture capital, or similar roles with significant capital markets exposure

• Possess deep knowledge of capital markets, financial instruments, transaction structures, and institutional investor perspectives

• Have a proven track record of successfully executing capital raises or advising on financing transactions

• Demonstrate exceptional financial modeling and analytical capabilities

• Are a strategic thinker who can connect financial decisions to long-term organizational goals

• Have excellent communication skills and can effectively engage with diverse stakeholders including investors, executives, and technical teams

• Thrive in fast-paced environments and can manage multiple complex projects simultaneously

• Show sound judgment when evaluating risks and opportunities in ambiguous situations

• Are passionate about AI safety and align with Anthropic's mission to develop AI systems that are reliable, interpretable, and steerable

Strong candidates may also:

• Have experience in technology or AI-related industries

• Bring experience from companies that have scaled through major growth transitions or prepared for significant capital markets events

• Possess advanced degrees in finance, business, or related fields

• Have worked with both private and public companies, understanding the requirements and expectations at different stages

• Demonstrate knowledge of AI research and development landscapes

• Show intellectual curiosity about the technical aspects of AI safety and alignment

• Have a strong professional network in relevant investment communities

Bring experience working in high-growth, mission-driven organizations

Annual compensation range for this role is $250,000-$310,000 USD.

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At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies.

We protect and accelerate any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks.

About the Department

The Special Projects team at Cloudflare is responsible for our corporate strategy, corporate development, and strategic partnership efforts. We are involved at all levels of driving the company’s growth ranging from helping Cloudflare expand into new markets, to accelerating our product roadmap and commercial strategy, to helping solve complex cross-functional strategic and operational challenges.

About the role

We are looking for a talented individual who thrives in fast-paced, high-growth environments to join the Corporate Development team within our Special Projects organization. On the M&A front, this person will help drive sourcing and execution of potential acquisitions and partner closely with M&A integration leaders to ensure post-merger success. This team also leads cross-functional strategic initiatives to develop solutions to thorny business challenges identified by Cloudflare’s leadership or to explore new areas of opportunity.

Responsibilities

• Serve as a key member of Cloudflare’s corporate strategy and development team.
• Corporate development: Play a key role on all phases of M&A from ideation through execution; partner with the Special Projects M&A integration team.
• Partner with cross-functional leaders to research and identify Cloudflare’s M&A priorities.
• Help support deal sourcing efforts and growth of Cloudflare’s M&A pipeline.
• Work with cross-functional teams (ex. product, engineering, finance, human resources, legal, etc.) to both lead and support various deal execution efforts.
• Own valuation and financial analysis workstreams.
• Corporate strategy: independently find and communicate thoughtful, well-informed solutions to complex operational challenges, and help jumpstart new initiatives that further Cloudflare’s mission to help build a better Internet.

Requirements

• 5-7+ years of work experience, including some combination of top-tier performance in investment banking, private equity / venture capital, and operational roles at high-growth B2B technology companies. Prior corporate development experience is preferred.
• Bachelor’s degree in a technical/quantitative or business-related field or equivalent practical experience. Degree in an engineering field is a bonus.
• Interest in and knowledge of the internet infrastructure landscape and business models. Prior experience in cybersecurity, infrastructure, developer tools, and other B2B SaaS businesses is a bonus.
• Exceptionally high levels of curiosity, empathy, and accountability.
• Experience executing on high-visibility, time-sensitive strategic initiatives. Willingness to roll up your sleeves and take on tasks no matter how big or small.
• Excellent interpersonal and communication skills to articulate contractual, technical, financial and value points.
• Self-directed and self-motivated; excellent communicator and ability to build trust with both internal and external stakeholders.

Compensation

• For Bay Area based hires: Estimated annual salary of $181,000 - $221,000
• For New York based hires: Estimated annual salary of $172,000 - $210,000

Equity

This role is eligible to participate in Cloudflare’s equity plan.

Benefits

Cloudflare offers a complete package of benefits and programs to support you and your family. Our benefits programs can help you pay health care expenses, support caregiving, build capital for the future and make life a little easier and fun!

What Makes Cloudflare Special?

We’re not just a highly ambitious, large-scale technology company. We’re a highly ambitious, large-scale technology company with a soul. Fundamental to our mission to help build a better Internet is protecting the free and open Internet.

Project Galileo: Since 2014, we've equipped more than 2,400 journalism and civil society organizations in 111 countries with powerful tools to defend themselves against attacks that would otherwise censor their work, technology already used by Cloudflare’s enterprise customers--at no cost.

Athenian Project: In 2017, we created the Athenian Project to ensure that state and local governments have the highest level of protection and reliability for free, so that their constituents have access to election information and voter registration. Since the project, we've provided services to more than 425 local government election websites in 33 states.

1.1.1.1: We released 1.1.1.1 to help fix the foundation of the Internet by building a faster, more secure and privacy-centric public DNS resolver. This is available publicly for everyone to use - it is the first consumer-focused service Cloudflare has ever released.

Here’s the deal - we don’t store client IP addresses never, ever. We will continue to abide by our privacy commitment and ensure that no user data is sold to advertisers or used to target consumers.

Sound like something you’d like to be a part of? We’d love to hear from you!

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You will combine prior experience in partnerships/channel sales with the unique technology, partnerships, and market opportunity at Brex. Some of our engagement models include embedded card integrations, reseller motions, and co-sell relationships. You will be deeply integrated with Product, Engineering, Sales, Product Marketing, Legal, and other teams.

This is a full-stack BD role - you will lead the entire partnership lifecycle from sourcing and contracting through to product integration and activation of the first 50 customers. You'll collaborate cross-functionally to structure bespoke embedded payment solutions, develop joint go-to-market plans, and ensure Brex's platform is deeply embedded in our partners' workflows.

Responsibilities:

• Proactively identify and source net-new partners while expanding existing partner relationships through end-to-end execution,sourcing, business case creation, legal contracting, product integration, and early customer activation
• Develop strategies for partner acquisition and expansion, identifying new verticals, market segments, and GTM pathways to support Brex’s “bend the curve” growth goals
• Collaborate with Product, Engineering, Legal, Finance, Sales, and Marketing teams to launch complex integrations and activate early usage
• Navigate ambiguity, distill complexity into actionable decisions, and take initiative in new, undefined opportunity areas
• Transition-activated partnerships to scaled go-to-market execution and performance tracking in collaboration with AE teams
• Support Brex’s growth into strategic customer segments through targeted partnerships instead of fixed vertical ownership

Requirements:

• Experience at a high-growth startup
• 6+ years of experience in strategic partnerships/sales in B2B industry
• Proven track record of revenue responsibility, exceeding quota targets and achieving strategic objectives
• Strong ownership mindset and accountability for outcomes
• High energy and creativity, with a passion for building relationships and thriving in hands-on, self-starter environments
• Comfortable managing multiple workstreams in a fast-paced, constantly evolving environment while maintaining clarity and focus
• Business acumen spanning the range from strategic mindset (view of market dynamics, partner value propositions, strategic negotiations) to tactical initiatives to build the business
• Self-starter with a drive to win by serving customers and growing revenue
• Up to 25% travel required

Bonus Points:

• Strong preference for candidates with founder experience or hybrid backgrounds combining strategy, product, and GTM
• Payments or embedded finance experience
• Experience integrating financial products into SaaS or workflow platforms
• Background in management consulting with operating experience in startups

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We are seeking a high-performing, self-sufficient Finance Manager to join our Data Center Finance team. The Finance Manager will support the Data Center Finance Lead, Head of FP&A, and other stakeholders to support, analyse, and improve the core operational models and metrics used to drive the rapid scaling of the business. This person will work cross-functionally with a variety of stakeholders at all levels of CoreWeave and have frequent opportunities to interact with and support key executive level decision makers.

Key responsibilities include:

• Data Center OpEx Planning & Forecasting: Own end-to-end financial planning processes for data center expenses related to leases, power, equipment financing, and general operating expenses.

• Data Center Power Planning & Forecasting: Build and maintain various forecasts related to our global power footprint including power deployment timing and alignment with capacity planning timelines.

• Financial Planning and Analysis: Drive monthly, quarterly, and annual budget reviews and variance analyses. Provide actionable insights to senior leadership through dashboards and reporting. Support long-range planning and scenario modelling for strategic investment decisions.

• Financial Reporting: Analyse and present financial reports to senior management, ensuring accuracy and compliance with company policies and regulatory requirements.

• Strategic Partnership: Collaborate with operations, capacity planning, and power and sustainability teams to develop and implement strategies that support business objectives and enhance financial performance.

• Cost Optimisation: Partner with various teams to optimise expenses related to recurring data center expenses.

• Cross-Functional Collaboration: Work closely with other departments, including data center operations, capacity planning, and sales, to support overall business goals.

The ideal candidate will have 5+ years of experience in FP&A, corporate finance, investment banking, private equity, asset management or similar roles. They will possess strong financial modelling skills, advanced Excel, and familiarity with tools like NetSuite or Tableau. They will also be able to thrive in an extremely fast-paced, ambiguous environment and have a high level of self-sufficiency with proven success at self-teaching and a high intellectual motor.

Benefits include a competitive salary range of $115,000 - $168,000, a discretionary bonus, equity awards, and a comprehensive benefits programme (all based on eligibility).

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About xAI

xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge.

ABOUT THE ROLE:

The Payments team is seeking an experienced BSA/AML Investigator to help detect, prevent, and report financial crimes.

RESPONSIBILITIES:

• Independently investigate and resolve complex alerts and cases from transaction monitoring systems, including in-depth analysis of payment flows and user behaviours.
• Prepare, review, and recommend filing of Suspicious Activity Reports (SARs), ensuring high-quality narratives and supporting documentation.
• Assist with KYC and onboarding matters as required.
• Conduct Enhanced Due Diligence (EDD) on high-risk users and transactions; perform periodic reviews of customer risk profiles and recommend adjustments to risk ratings.
• Assist in tuning and optimising transaction monitoring rules and scenarios to reduce false positives while maintaining detection effectiveness.
• Mentor and provide guidance to junior team members on investigation techniques and regulatory requirements.
• Collaborate with internal teams (e.g., Product, Risk, Legal) on compliance-related initiatives and new product launches.
• Maintain expertise in evolving BSA/AML/OFAC regulations, FinCEN guidance, and payment industry financial crime trends

BASIC QUALIFICATIONS:

• 4+ years of hands-on experience in AML, ideally in fintech or banking.
• Familiarity with financial crime risks specific to digital payments, money transmission, wallets, or peer-to-peer platforms is highly desirable.
• Proven experience preparing and filing SARs, including high-quality, well-structured narratives , strongly preferred.
• In-depth knowledge of BSA/AML laws and regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, OFAC sanctions, and related requirements.
• Proven familiarity with local, regional, and international regulatory bodies (e.g., FinCEN, FATF, or equivalent), with practical experience navigating their guidelines.
• Demonstrated ability to drive operational changes, manage competing priorities, and collaborate effectively across global teams and regions.
• Strong analytical mindset with structured problem-solving skills, a sense of urgency, and the capacity to work independently under minimal supervision.
• Excellent verbal, written, and presentation skills, paired with interpersonal abilities to influence stakeholders at all levels and advance strategic initiatives.
• Quick learner with adaptability to evolving technologies, regulations, and business needs.
• AML-related certifications (e.g., CAMS, CGSS) are preferred but not required.

COMPENSATION AND BENEFITS:

$125,000 - $150,000 USD

Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks.

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Responsibilities: Use proprietary tools to label and evaluate data. Support and ensure the delivery of high-quality curated data. Work with engineers to refine tasks, tools, and workflows. Design, select, and refine tasks grounded in real-world occupational math, for example: Insurance and risk: premiums, deductibles, expected loss calculations, simple risk modeling. Logistics and operations: inventory and reorder policies, capacity/throughput, basic cost optimization. Skilled trades: surveying and land measurement, electrical load calculations, machining tolerances, material estimation, blueprint and scale calculations. Finance and banking: loan amortization schedules, time value of money, portfolio and risk metrics. Accounting and tax: financial statements, reconciliations, depreciation, multi-bracket tax calculations, payroll. Health and social data: rates, ratios, simple biostatistics, survey-based metrics and policy-relevant indicators. Provide detailed, step-by-step solutions and evaluate model responses for correctness, adherence to domain rules (e.g., tax codes, building codes, basic regulatory or business constraints), clarity, and plausibility. Interpret, analyze, and execute tasks based on given instructions.

Basic Qualifications: A Master's or PhD in a quantitative field such as Mathematics, Statistics, Operations Research, Economics, Finance, Actuarial Science, or a closely related discipline with strong training in applied/occupational math; or A Bachelor's degree in one of the fields above plus substantial professional experience (e.g., 2+ years) in a math-heavy occupational domain such as finance, banking, insurance, accounting, logistics/supply chain, healthcare analytics, or policy analysis Professional licensure or certification in a skilled trade (e.g., licensed surveyor, master electrician, journeyman machinist) with demonstrated expertise in trade-specific mathematical calculations. Strong proficiency in applied mathematics relevant to at least one of the above domains (e.g., probability and statistics, financial math, optimization under constraints, geometric and measurement calculations, or similar). Proficiency in reading and writing, both in informal and professional English. Strong ability to navigate various information resources and databases. Outstanding communication, interpersonal, analytical, and organizational capabilities. Solid reading comprehension skills combined with the capacity to exercise autonomous judgment even when presented with limited data/material. A strong passion for and commitment to technological advancements and innovation.

Preferred Skills and Experience: Professional certifications in relevant fields (e.g., CFA, FRM, SOA exams, CPA, Six Sigma, PE, licensed surveyor, or similar) or demonstrably equivalent experience. Prior professional experience in one or more domains such as asset management, retail or commercial banking, insurance pricing/reserving, accounting/audit, logistics/supply chain planning, healthcare analytics, public policy analysis, or skilled trades. Previous AI Tutoring experience and/or experience teaching or training others in applied or occupational math topics. Experience building and reviewing complex spreadsheets, financial or risk models, dashboards, technical drawings, or similar artifacts.

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Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly.

As a Commercial Account Executive, you'll fuel Brex's growth by winning net-new revenue from small to mid-sized businesses. In this high-volume, fast-paced role, you'll prospect, build strong partnerships, and close deals by showing the unmatched value of Brex's all-in-one Financial Operating System,Corporate Card, Expense Management, and Travel.

Responsibilities

• Full-Cycle Sales Execution: Own the end-to-end sales process from outbound prospecting to discovery, product demos, and closing deals.
• Pipeline Generation & Management: Consistently source and qualify leads to maintain a strong, reliable pipeline.
• Value-Based Selling: Clearly communicate ROI and business value by understanding each prospect's goals and aligning Brex’s solutions to their needs.
• Customer-Centric Problem Solving: Build trust through insight and service, helping prospects navigate challenges and unlock growth.
• Cross-Functional Collaboration: Work closely with Sales Development, Product, and Underwriting to create a smooth and impactful buyer experience.

Requirements

• 1+ years of closing experience in B2B SaaS sales, ideally in a high-volume or new business-focused role
• A high-performing SDR/BDR background with a strong track record of sourcing and qualifying opportunities due to high self-prospecting requirements in role
• Strong ability to communicate value and ROI to small or mid-sized business stakeholders
• Consistent quota attainment and a history of top-tier performance
• A proactive, self-motivated approach with a focus on results and customer impact

Bonus points

• Familiarity selling financial software (Expense Management, ERP, AP Automation, T&E, Accounting Software, Banking, etc.)

Compensation

The expected OTE range for this role is $172,890 - $192,100. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity.

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

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Brex's banking product is used by tens of thousands of businesses to store $10B+ in total deposits, and our AP platform moves over $1B across hundreds of thousands of transactions each month. This role will own the end-to-end product vision and execution across customer accounts, money movement, treasury capabilities, liquidity management, accounts payable workflows, and regulatory-compliant banking services.

As a member of the Product team, you will be at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, you will identify and scope out the most impactful opportunities for Brex to tackle. You will be responsible for aligning cross-functional teams , such as Engineering, Legal, Compliance, and Design , on key decisions.

Responsibilities:

• Define and drive Operating Account strategy - Own the multi-year product vision and roadmap for Brex's Operating Account platform spanning Banking and Accounts Payable , aligned to company-level priorities.
• Identify and prioritize high-leverage opportunities that drive AP attach, deepen operating behavior, and grow durable DDA balances through payment activity rather than balance-seeking alone.
• Identify customer challenges across increasing coordination and control complexity, from admin-initiated payments and centralized AP through decentralized, multi-stakeholder procurement workflows.
• Balance innovation with regulatory rigor, ensuring long-term scalability and resilience.

• Lead complex, regulated systems across Banking and AP - Oversee core banking and AP domains including accounts, ledger systems, payment rails (ACH, wires, RTP, international), bill pay, vendor management, treasury workflows, and embedded financial services.
• Drive the integration of banking and AP capabilities into a unified operating experience, ensuring that money movement, vendor payments, and account management work seamlessly together.
• Engage deeply with Engineering and Risk in discussions around APIs, ledger design, reconciliation, data models, and risk controls, to design reliable and scalable systems.

• Build and lead a high-performing PM team - Manage and develop a team of Product Managers spanning banking and AP, fostering ownership, clarity, and high standards.
• Elevate product craft across the organization, being at the forefront of how the role is changing as we incorporate agents - Establish strong operating rhythms for planning, prioritization, and cross-functional alignment.

• Deliver measurable business impact - Define success metrics tied to company outcomes such as operating account attach rate, DDA balance growth, AP transaction volume, revenue expansion, margin improvement, customer retention, risk loss rates, and operational efficiency.
• Drive structured decision-making using data, experimentation, and financial modeling , with a sharp focus on the relationship between AP behavior and balance durability.
• Hold teams accountable to clear impact targets and measurable results.

Requirements:

• 10+ years of product management experience, including leading and developing high-performing PM teams and building strong product cultures.
• Proven track record of setting and executing multi-quarter or multi-year strategies that delivered measurable business impact (growth, retention, revenue expansion, cost efficiency, or adoption).
• Strong business and systems thinking , able to translate complex operational or infrastructure challenges into simple customer experiences that drive adoption and long-term platform stickiness.
• Data-driven decision maker with experience defining success metrics, modeling business impact, and using SQL or similar tools to inform priorities and tradeoffs.
• Exceptional communicator who creates clarity in complex environments , distilling strategy, tradeoffs, and decisions into narratives that align executives and mobilize teams.
• Experience building trusted, mission-critical products where reliability, accuracy, and customer confidence are non-negotiable.
• High standards for product rigor and execution quality , consistently raising the bar for clarity of thinking, prioritization, and customer impact.

Bonus Points:

• Experience building or scaling accounts payable, payments, or money movement workflows, especially in B2B environments.
• Experience with financial infrastructure, fintech platforms, or regulated products.
• Familiarity with distributed systems, APIs, ledgers, payment rails, or financial data models.
• Experience improving or automating procurement, bill pay, vendor management, or operational finance workflows.
• Track record of driving deposit growth, balance-based revenue, or usage-driven platform adoption.

Compensation:

The expected salary range for this role is $340,000 - $425,000. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

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As a key member of the Product team, you will oversee the end-to-end product vision and execution across customer accounts, money movement, treasury capabilities, liquidity management, accounts payable workflows, and regulatory-compliant banking services.

Your work will shape Brex's competitive advantage in embedded banking and financial operations , making Brex indispensable to how businesses move and manage money, and enabling durable deposit growth as a natural outcome.

Responsibilities: Define and drive Operating Account strategy Own the multi-year product vision and roadmap for Brex's Operating Account platform spanning Banking and Accounts Payable , aligned to company-level priorities. Identify and prioritize high-leverage opportunities that drive AP attach, deepen operating behavior, and grow durable DDA balances through payment activity rather than balance-seeking alone. Balance innovation with regulatory rigor, ensuring long-term scalability and resilience.

Lead complex, regulated systems across Banking and AP Oversee core banking and AP domains including accounts, ledger systems, payment rails (ACH, wires, RTP, international), bill pay, vendor management, treasury workflows, and embedded financial services. Drive the integration of banking and AP capabilities into a unified operating experience, ensuring that money movement, vendor payments, and account management work seamlessly together. Engage deeply with Engineering and Risk in discussions around APIs, ledger design, reconciliation, data models, and risk controls, to design reliable and scalable systems.

Build and lead a high-performing PM team Manage and develop a team of Product Managers spanning banking and AP, fostering ownership, clarity, and high standards. Elevate product craft across the organization, being at the forefront of how the role is changing as we incorporate agents Establish strong operating rhythms for planning, prioritization, and cross-functional alignment.

Deliver measurable business impact Define success metrics tied to company outcomes such as operating account attach rate, DDA balance growth, AP transaction volume, revenue expansion, margin improvement, customer retention, risk loss rates, and operational efficiency. Drive structured decision-making using data, experimentation, and financial modeling , with a sharp focus on the relationship between AP behavior and balance durability. Hold teams accountable to clear impact targets and measurable results.

Requirements 10+ years of product management experience, including leading and developing high-performing PM teams and building strong product cultures. Proven track record of setting and executing multi-quarter or multi-year strategies that delivered measurable business impact (growth, retention, revenue expansion, cost efficiency, or adoption). Strong business and systems thinking , able to translate complex operational or infrastructure challenges into simple customer experiences that drive adoption and long-term platform stickiness. Data-driven decision maker with experience defining success metrics, modeling business impact, and using SQL or similar tools to inform priorities and tradeoffs. Exceptional communicator who creates clarity in complex environments , distilling strategy, tradeoffs, and decisions into narratives that align executives and mobilize teams. Experience building trusted, mission-critical products where reliability, accuracy, and customer confidence are non-negotiable. High standards for product rigor and execution quality , consistently raising the bar for clarity of thinking, prioritization, and customer impact.

Bonus Points Experience building or scaling accounts payable, payments, or money movement workflows, especially in B2B environments. Experience with financial infrastructure, fintech platforms, or regulated products. Familiarity with distributed systems, APIs, ledgers, payment rails, or financial data models. Experience improving or automating procurement, bill pay, vendor management, or operational finance workflows. Track record of driving deposit growth, balance-based revenue, or usage-driven platform adoption.

Compensation The expected salary range for this role is $340,000 - $425,000. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

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You will join the Production organisation at Anduril, responsible for the end-to-end processes of procuring, manufacturing, and delivering hardware to customers. As a Business Operations Associate, you will be embedded in the operations of the business, working across Supply Chain, Manufacturing, Planning, and teams outside Production like Finance, Growth, HR, etc.

Key Responsibilities:

• Own operational projects end-to-end, from Definition, Solution, to Implementation.
• Work on operational problems involving the intersection of hardware and software systems.
• Work on strategic problems, providing structure to ambiguity and helping shepherd cross-functional groups of stakeholders towards decisions on strategic issues.
• Work deeply within data and systems, becoming intimately familiar with how our business systems (ERP, MRP, HRIS, etc.) function, and how to leverage data from them to create insights and analytics.
• Execute scrappy analyses on short-timelines to get answers quickly, while also owning more scalable solutions that will make Anduril successful in the long term.

Requirements:

• 2+ years of experience in management consulting, investment banking, internal operations, a business analyst role - or some other experience where you just had to figure out how to get stuff done.
• Self-driven and relentlessly proactive.
• Able to step into the gap to offer solutions yourself.
• An appetite to build clear frameworks to structure problems.
• Strong analytical aptitude.
• Comfortable communicating broadly and having a lot of eyes on your work.

Salary Range: $113,000-$149,000 USD

Benefits:

• Comprehensive medical, dental, and vision plans at little to no cost to you.
• Income Protection: Anduril covers life and disability insurance for all employees.
• Generous time off: Highly competitive PTO plans with a holiday hiatus in December.
• Family Planning & Parenting Support: Coverage for fertility treatments (e.g., IVF, preservation), adoption, and gestational carriers, along with resources to support you and your partner from planning to parenting.
• Mental Health Resources: Access free mental health resources 24/7, including therapy and life coaching.
• Professional Development: Annual reimbursement for professional development.
• Commuter Benefits: Company-funded commuter benefits based on your region.
• Relocation Assistance: Available depending on role eligibility.

Retirement Savings Plan:

• Traditional 401(k), Roth, and after-tax (mega backdoor Roth) options.

Protecting Yourself from Recruitment Scams:

• No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information).
• Be cautious of unsolicited job offers or requests for personal information.
• Verify the authenticity of any communication from Anduril by contacting the company directly.

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At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform , and with it, the future global financial system.

To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system.

We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high-calibre colleagues, and who actively seeks feedback to keep levelling up.

We want someone who will run towards, not away from, solving the company’s hardest problems.

Our work culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be.

While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.

We are looking for a Staff Software Engineer to join the Payment Rails team within Coinbase's Platform organisation.

Payment Rails serves as Coinbase’s gateway between the fiat and crypto economy, connecting our products to a wide range of banking and payment providers, from the largest global institutions to the most innovative, tech-forward processors.

We operate a network of payment integrations and routing that power fiat on- and off-ramps for both individual and institutional customers, moving hundreds of billions of dollars in transaction volume each year.

In this role, you’ll shape the architecture and technical direction of this network, designing and scaling systems that ensure every payment is reliable, efficient, and correct.

**Key Responsibilities:*

• Own the technical strategy, architecture, and roadmap for scaling Payment Rails’ network of payment partner integrations and routing, so Coinbase can enable more customers to participate in the crypto economy across more markets and payment options.

• Build and scale complex distributed systems that process high-volume, high-reliability payment traffic,designing for fault isolation, graceful degradation, strong observability, and clear SLOs for Tier-0/Tier-1 services.

• Drive an AI-first approach to engineering workflows,identify where AI-powered tools can accelerate development, improve code quality, and enhance operational efficiency across the team and broader engineering org.

• Partner cross-functionally with Product, Risk, Compliance, and Operations to translate ambiguous business requirements into well-scoped technical solutions that balance speed, safety, and regulatory requirements.

• Lead high-stakes scaling initiatives and define the technical direction for how Coinbase moves money,anticipating bottlenecks before they occur and driving proactive, systematic improvements.

• Raise the engineering bar across Payment Rails and adjacent orgs by establishing paved roads, design patterns, and best practices that elevate team technical quality through mentorship, design reviews, and process improvements.

• Mentor and train other team members on design techniques and coding standards.

**Requirements:*

• 8+ years of experience in software engineering.

• Experience building payment systems, financial infrastructure, or high-volume transactional systems.

• You’ve designed and built fault-tolerant, highly reliable distributed systems at scale,with a demonstrable track record of architecting systems that handle billions of dollars in transaction volume.

• Platform-builder mindset: you’ve led efforts to turn fragmented services and bespoke integrations into coherent, reusable platforms (e.g., shared frameworks, unified APIs, multi-tenant architectures).

• Strong operational excellence: experience owning production reliability, leading high-severity incident response, and driving systemic improvements from postmortems across multiple teams or domains.

• Collaborative leadership: history of influencing across teams and organisations without direct authority, driving consensus on high-impact technical decisions, and representing your area in org-level forums.

• Demonstrates the ability to responsibly use generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily workflows, continuously learn as tools evolve, and apply human-in-the-loop practices to deliver business-ready outputs and drive measurable improvements in efficiency, cost, and quality.

**Nice to have:*

• Experience with payment processors, banking integrations, or payment gateways (e.g., Stripe, Plaid, SWIFT, ACH, SEPA, card networks).

• Background in crypto or blockchain technologies, including familiarity with stablecoin transfers, on-chain settlements, or cross-chain payment flows.

• Experience working in highly regulated industries where safety, compliance, and user trust are paramount,particularly in fintech or financial services.

Pay Transparency Notice:

Depending on your work location, the target annual base salary for this position can range as detailed below. Total compensation may also include equity and bonus eligibility and benefits (including medical, dental, vision and 401(k)).

Annual base salary range (excluding equity and bonus): $218,025-$256,500 USD

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Join Brex, the intelligent finance platform that enables companies to spend smarter and move faster in over 200 markets.

As a Commercial Account Executive, you will fuel Brex's growth by winning net-new revenue from small to mid-sized businesses. You will prospect, build strong partnerships, and close deals by showing the unmatched value of Brex's all-in-one Financial Operating System,Corporate Card, Expense Management, and Travel.

Responsibilities:

• Full-Cycle Sales Execution: Own the end-to-end sales process from outbound prospecting to discovery, product demos, and closing deals.

• Pipeline Generation & Management: Consistently source and qualify leads to maintain a strong, reliable pipeline.

• Value-Based Selling: Clearly communicate ROI and business value by understanding each prospect's goals and aligning Brex's solutions to their needs.

• Customer-Centric Problem Solving: Build trust through insight and service, helping prospects navigate challenges and unlock growth.

• Cross-Functional Collaboration: Work closely with Sales Development, Product, and Underwriting to create a smooth and impactful buyer experience.

Requirements:

• 1+ years of closing experience in B2B SaaS sales, ideally in a high-volume or new business-focused role.

• A high-performing SDR/BDR background with a strong track record of sourcing and qualifying opportunities due to high self-prospecting requirements in role.

• Strong ability to communicate value and ROI to small or mid-sized business stakeholders.

• Consistent quota attainment and a history of top-tier performance.

• A proactive, self-motivated approach with a focus on results and customer impact.

Bonus points:

• Familiarity selling financial software (Expense Management, ERP, AP Automation, T&E, Accounting Software, Banking, etc.).

Compensation:

The expected OTE range for this role is $172,890 - $192,100.

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Join the team as Twilio's next Strategic Account Executive 4!

This position is needed to lead relationships with our growth and mid-market Communications platform customers who consume our messaging, voice and email services. You will be directly responsible for protecting and growing Twilio's communications business across your assigned customers.

As an Strategic Account Executive, you will drive highly analytical and consultative sales cycles with ISV customers that are running large scale, global, competitively sourced, use case-specific businesses. This role is highly cross functional, and your success will depend on building deep partnerships across product management, finance, support, and operations.

Responsibilities:

Manage and expand some of our most important ISV customer accounts with a concentration in utility, automotive, public safety and insurance industries.

Develop, drive, and execute account strategy to consistently deliver strong revenue, gross margin, and gross profit results.

Partner closely with other Twilio teams to identify new revenue opportunities within your account portfolio.

Serve on a cross-functional account team with representatives from product, finance, support, and services teams.

Run a disciplined forecast, consistently achieve goals, and present guidance to executive management.

Run highly consultative sales cycles with our largest customers with a focus on deep discovery, listening to customer needs and being an effective champion for their point of view in the organization.

Generates and maintains an accurate sales pipeline and forecast utilizing our CRM, Salesforce

Qualifications:

Possess a total of 7 years of sales experience, with a minimum of 1 year dedicated to major account or strategic sales.

Demonstrate expertise in managing or leading quantitative, highly analytical products and solutions for customers.

Accountable for relationship management, cross sells, upsells and solutions consulting.

Comfortable working with business and highly technical leaders, while influencing their understanding and building supportive partnerships.

Analytical account development strategy based on using data to find opportunities and prove value.

Demonstrated track record of managing business forecasts and financial models.

Entrepreneurial mindset with appetite to define process and build programs.

Record of delivering revenue and gross profit results, especially for large-scale and enterprise customers.

Excellent verbal and written communication skills.

Bachelor’s Degree or equivalent years of experience.

Desired:

Deep experience working with telecom companies, including CPAAS, SMS aggregators, carriers, or global communications platforms.

Domain expertise from a highly quantitative industry such as DevOps, Fintech, advertising optimization, investment banking, security or commodity trading especially in non-standard segments.

Software, SaaS, CPaas or PaaS selling experience.

Travel:

We prioritize connection and opportunities to build relationships with our customers and each other. For this role, approximately 30% travel is anticipated to help you connect in-person in a meaningful way.

What We Offer:

Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location.

Compensation:

*Please note this role is open to candidates outside of California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Vermont, Washington D.C., and Washington State.

The estimated pay ranges for this role are as follows:

• Based in Colorado, Hawaii, Minnesota or Vermont : $132,192.00 - $165,240.00.

• Based in Washington D.C., Illinois, Maryland, Massachusetts or California (outside of the San Francisco Bay Area): $139,536.00 - $174,420.00.

• Based in New York, New Jersey, Washington State, or the San Francisco Bay area, California: $146,880.00 - $183,600.00.

• This role may be eligible to participate in Twilio’s equity plan.

All roles are generally eligible for the following benefits: health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.

• This role is eligible to earn commissions.

The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location.

Applications for this role are intended to be accepted until April 30, 2026, but may change based on business needs.

Twilio thinks big. Do you? We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That's why we seek out colleagues who embody our values , something we call Twilio Magic. Additionally, we empower employees to build positive change in their communities by supporting their volunteering and donation efforts. So, if you're ready to unleash your full potential, do your best work, and be the best version of yourself, apply now!

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About the job This position is needed to lead relationships with our growth and mid-market Communications platform customers who consume our messaging, voice and email services. You will be directly responsible for protecting and growing Twilio’s communications business across your assigned customers.

Responsibilities In this role, you’ll:

• Manage and expand revenue across your book of Strategic Accounts
• Develop, drive, and execute account strategy to consistently deliver strong revenue, gross margin, and gross profit results.
• Partner closely with other Twilio teams to identify new revenue opportunities within your account portfolio.
• Serve on a cross-functional account team with representatives from product, finance, support, and services teams.
• Run a disciplined forecast, consistently achieve goals, and present guidance to executive management.
• Run highly consultative sales cycles with our largest customers with a focus on deep discovery, listening to customer needs and being an effective champion for their point of view in the organization.

Qualifications Twilio values diverse experiences from all kinds of industries, and we encourage everyone who meets the required qualifications to apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio.

*Required:

• Possess a total of 5 years of sales experience, with a minimum of 1 year dedicated to major account or strategic sales.
• Demonstrate expertise in managing or leading quantitative, highly analytical products and solutions for customers.
• Accountable for relationship management, cross sells, upsells and solutions consulting.
• Comfortable working with business and highly technical leaders, while influencing their understanding and building supportive partnerships.
• Analytical account development strategy based on using data to find opportunities and prove value.
• Demonstrated track record of managing business forecasts and financial models.
• Entrepreneurial mindset with appetite to define process and build programs.
• Record of delivering revenue and gross profit results, especially for large-scale and enterprise customers.
• Excellent verbal and written communication skills.
• Bachelor’s Degree or equivalent years of experience.

Desired:

• Deep experience working with telecom companies, including CPAAS, SMS aggregators, carriers, or global communications platforms.
• Domain expertise from a highly quantitative industry such as DevOps, Fintech, advertising optimization, investment banking, security or commodity trading especially in non-standard segments.
• Software, SaaS, CPaas or PaaS selling experience.

Travel We prioritize connection and opportunities to build relationships with our customers and each other. For this role, approximately 30% travel is anticipated to help you connect in-person in a meaningful way.

What We Offer Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location.

Compensation *Please note this role is open to candidates outside of California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Vermont, Washington D.C., and Washington State. The information below is provided for candidates hired in those locations only. The estimated pay ranges for this role are as follows:

• Based in Colorado, Hawaii, Minnesota or Vermont : $103,376.00 - $129,220.00.
• Based in Washington D.C., Illinois, Maryland, Massachusetts or California (outside of the San Francisco Bay Area): $109,120.00 - $136,400.00.
• Based in New York, New Jersey, Washington State, or the San Francisco Bay area, California: $114,864.00 - $143,580.00.
• This role may be eligible to participate in Twilio’s equity plan. All roles are generally eligible for the following benefits: health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.
• This role is eligible to earn commissions. The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location.

Applications for this role are intended to be accepted until May 30, 2026, but may change based on business needs.

Twilio thinks big. Do you? We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That's why we seek out colleagues who embody our values , something we call Twilio Magic. Additionally, we empower employees to build positive change in their communities by supporting their volunteering and donation efforts. So, if you're ready to unleash your full potential, do your best work, and be the best version of yourself, apply now!

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As a Strategic Account Executive, you will lead relationships with our growth and mid-market Communications platform customers who consume our messaging, voice and email services. You will be directly responsible for protecting and growing Twilio’s communications business across your assigned customers.

In this role, you’ll:

• Manage and expand some of our most important ISV customer accounts.
• Develop, drive, and execute account strategy to consistently deliver strong revenue, gross margin, and gross profit results.
• Partner closely with other Twilio teams to identify new revenue opportunities within your [insert vertical or ISV] account portfolio.
• Serve on a cross-functional account team with representatives from product, finance, support, and services teams.
• Run a disciplined forecast, consistently achieve goals, and present guidance to executive management.
• Run highly consultative sales cycles with our largest customers with a focus on deep discovery, listening to customer needs and being an effective champion for their point of view in the organization.
• Generate and maintain an accurate sales pipeline and forecast utilizing our CRM, Salesforce.
• Stay current with industry changes and collaborate with your team and peers to learn and share best practices

Twilio values diverse experiences from all kinds of industries, and we encourage everyone who meets the required qualifications to apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio.

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This high-volume, fast-paced role requires owning the end-to-end sales process from outbound prospecting to discovery, product demos, and closing deals. You'll consistently source and qualify leads to maintain a strong, reliable pipeline, clearly communicate ROI and business value by understanding each prospect's goals and aligning our solutions to their needs.

As a Commercial Account Executive, you'll work closely with Sales Development, Product, and Underwriting to create a smooth and impactful buyer experience. We're looking for someone with 1+ years of closing experience in B2B SaaS sales, ideally in a high-volume or new business-focused role, with a strong track record of sourcing and qualifying opportunities.

Requirements:

• 1+ years of closing experience in B2B SaaS sales
• High-performing SDR/BDR background with a strong track record of sourcing and qualifying opportunities
• Strong ability to communicate value and ROI to small or mid-sized business stakeholders
• Consistent quota attainment and a history of top-tier performance
• Proactive, self-motivated approach with a focus on results and customer impact

Bonus points:

• Familiarity selling financial software (Expense Management, ERP, AP Automation, T&E, Accounting Software, Banking, etc.)

Compensation:

The expected OTE range for this role is $136,000 - $170,000. The starting wage will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

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As Director of Product Management, Banking + AP, you will define and drive the strategy for one of Brex's most critical domains: the Operating Account platform , the combination of Banking and Accounts Payable that makes Brex the place customers run payments from day one.

Brex's banking product is used by tens of thousands of businesses to store $10B+ in total deposits, and our AP platform moves over $1B across hundreds of thousands of transactions each month.

This role will own the end-to-end product vision and execution across customer accounts, money movement, treasury capabilities, liquidity management, accounts payable workflows, and regulatory-compliant banking services.

Responsibilities:

• Define and drive Operating Account strategy - Own the multi-year product vision and roadmap for Brex's Operating Account platform spanning Banking and Accounts Payable , aligned to company-level priorities.
• Identify and prioritize high-leverage opportunities that drive AP attach, deepen operating behavior, and grow durable DDA balances through payment activity rather than balance-seeking alone.
• Identify customer challenges across increasing coordination and control complexity, from admin-initiated payments and centralized AP through decentralized, multi-stakeholder procurement workflows.
• Balance innovation with regulatory rigor, ensuring long-term scalability and resilience.

Lead complex, regulated systems across Banking and AP:

• Oversee core banking and AP domains including accounts, ledger systems, payment rails (ACH, wires, RTP, international), bill pay, vendor management, treasury workflows, and embedded financial services.
• Drive the integration of banking and AP capabilities into a unified operating experience, ensuring that money movement, vendor payments, and account management work seamlessly together.
• Engage deeply with Engineering and Risk in discussions around APIs, ledger design, reconciliation, data models, and risk controls, to design reliable and scalable systems.

Build and lead a high-performing PM team:

• Manage and develop a team of Product Managers spanning banking and AP, fostering ownership, clarity, and high standards.
• Elevate product craft across the organization, being at the forefront of how the role is changing as we incorporate agents - Establish strong operating rhythms for planning, prioritization, and cross-functional alignment.

Deliver measurable business impact:

• Define success metrics tied to company outcomes such as operating account attach rate, DDA balance growth, AP transaction volume, revenue expansion, margin improvement, customer retention, risk loss rates, and operational efficiency.
• Drive structured decision-making using data, experimentation, and financial modeling , with a sharp focus on the relationship between AP behavior and balance durability.
• Hold teams accountable to clear impact targets and measurable results.

Requirements:

• 10+ years of product management experience, including leading and developing high-performing PM teams and building strong product cultures.
• Proven track record of setting and executing multi-quarter or multi-year strategies that delivered measurable business impact (growth, retention, revenue expansion, cost efficiency, or adoption).
• Strong business and systems thinking , able to translate complex operational or infrastructure challenges into simple customer experiences that drive adoption and long-term platform stickiness.
• Data-driven decision maker with experience defining success metrics, modeling business impact, and using SQL or similar tools to inform priorities and tradeoffs.
• Exceptional communicator who creates clarity in complex environments , distilling strategy, tradeoffs, and decisions into narratives that align executives and mobilize teams.
• Experience building trusted, mission-critical products where reliability, accuracy, and customer confidence are non-negotiable.
• High standards for product rigor and execution quality , consistently raising the bar for clarity of thinking, prioritization, and customer impact.

Bonus Points:

• Experience building or scaling accounts payable, payments, or money movement workflows, especially in B2B environments.
• Experience with financial infrastructure, fintech platforms, or regulated products.
• Familiarity with distributed systems, APIs, ledgers, payment rails, or financial data models.
• Experience improving or automating procurement, bill pay, vendor management, or operational finance workflows.
• Track record of driving deposit growth, balance-based revenue, or usage-driven platform adoption.

Compensation:

The expected salary range for this role is $340,000 - $425,000. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

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A typical day in this role will involve building and refining frameworks to measure ROI and cost-effectiveness of technology built or deployed within CS, surfacing where investments are working and where spend should be reallocated. You will also develop financial and strategic analyses to evaluate various support models, AI impact, and unit economics, sizing cost, retention, and contribution margin impact.

Key responsibilities include owning and maintaining CS Tech cost and savings forecasts, purchase order approvals, and vendor spend tracking, as well as providing financial analysis and deal support for negotiations with Tech vendors to secure optimal pricing and contract terms.

This is a high-visibility, highly analytical role working on some of the most consequential technology and investment decisions at Airbnb. You will be a trusted advisor to Community Support leadership and a key voice in cross-functional conversations across CS Product, Engineering, Finance, and Operations.

Required qualifications include 10+ years of relevant experience in strategic finance, investment banking, management consulting, or a technically rigorous strategy role, ideally with meaningful exposure to customer support, technology-driven operations, or product organizations.

Executive presence and exceptional communication skills are essential, as well as superb financial modeling skills and extensive experience conducting quantitative and qualitative analysis. Familiarity with SQL or willingness to learn is also required.

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We are seeking a skilled Investment Banking - ECM Expert to enhance xAI's AI models by providing high-quality data annotations and inputs tailored to ECM investment banking contexts.

In this role, you will leverage your expertise in equity capital markets transactions, IPOs, follow-on offerings, secondary offerings, underwriting, bookbuilding, prospectus drafting, roadshows, and equity issuance processes to support the training of AI systems.

Responsibilities

• Utilize proprietary software to provide accurate input and labels for ECM investment banking projects, ensuring high-quality data for AI model training.
• Deliver curated, high-quality data for scenarios involving equity capital markets transactions, IPOs, follow-on offerings, secondary offerings, underwriting, bookbuilding, prospectus drafting, roadshows, and equity issuance processes.
• Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
• Assist in designing and improving efficient annotation tools tailored for ECM investment banking data.
• Select and analyze complex problems in ECM investment banking fields aligned with your expertise to enhance AI model performance.
• Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.

Basic Qualifications

• Professional experience in ECM investment banking or related fields (e.g., ECM analyst, associate, vice president or director in investment banking focused on equity capital markets).
• Proficiency in reading and writing informal and professional English.
• Strong communication, interpersonal, analytical, and organisational skills.
• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.
• Passion for technological advancements and innovation in ECM investment banking.

Preferred Skills and Experience

• Relevant certification or advanced training (e.g., Series 7, Series 63, Series 79, CFA, or similar finance-related certification).
• Experience mentoring or training others in ECM investment banking practices, such as financial modelling, underwriting, bookbuilding, or equity issuance.
• Comfort with recording audio or video sessions for data collection.
• Familiarity with AI or data annotation workflows in a technical setting.

Location and Other Expectations

• Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit.
• For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required. On average most projects may involve at least 10 hours per week to achieve deliverables effectively though this is not a fixed commitment and depends on the scope of work. Contractors have full flexibility to set their own hours and determine the exact amount of time needed to complete deliverables.
• Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role specific needs.
• For US based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time.
• We are unable to provide visa sponsorship.
• For those who will be working from a personal device, your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.

Compensation and Benefits

US based candidates: $45/hour - $100/hour depending on factors including relevant experience, skills, education, geographic location, and qualifications. International candidates: Information will be provided to you during the recruitment process.

Benefits vary based on employment type, location and jurisdiction. Benefits for eligible U.S. based positions include health insurance, 401(k) plan, and paid sick leave. Specific details and role specific information will be provided to you during the interview process.

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In this role, you will leverage your expertise in debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes to support the training of AI systems.

Responsibilities:

• Utilize proprietary software to provide accurate input and labels for DCM investment banking projects, ensuring high-quality data for AI model training.
• Deliver curated, high-quality data for scenarios involving debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes.
• Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
• Assist in designing and improving efficient annotation tools tailored for DCM investment banking data.
• Select and analyze complex problems in DCM investment banking fields aligned with your expertise to enhance AI model performance.
• Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.

Basic Qualifications:

• Professional experience in DCM investment banking or related fields (e.g., DCM analyst, associate, vice president or director in investment banking focused on debt capital markets or related fields).
• Proficiency in reading and writing informal and professional English.
• Strong communication, interpersonal, analytical, and organizational skills.
• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.
• Passion for technological advancements and innovation in DCM investment banking.

Preferred Skills and Experience:

• Relevant certification or advanced training (e.g., Series 7, Series 63, Series 79, CFA, or similar finance-related certification).
• Experience mentoring or training others in DCM investment banking practices, such as financial modeling, credit analysis, debt structuring, or debt syndication.
• Comfort with recording audio or video sessions for data collection.
• Familiarity with AI or data annotation workflows in a technical setting.

Location and Other Expectations:

• Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit.
• For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required. On average most projects may involve at least 10 hours per week to achieve deliverables effectively though this is not a fixed commitment and depends on the scope of work. Contractors have full flexibility to set their own hours and determine the exact amount of time needed to complete deliverables.
• Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role specific needs.
• For US based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time.
• We are unable to provide visa sponsorship.
• For those who will be working from a personal device, your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.

Compensation and Benefits:

US based candidates: $45/hour - $100/hour depending on factors including relevant experience, skills, education, geographic location, and qualifications. International candidates: Information will be provided to you during the recruitment process.

Benefits vary based on employment type, location and jurisdiction. Benefits for eligible U.S. based positions include health insurance, 401(k) plan, and paid sick leave. Specific details and role specific information will be provided to you during the interview process.

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You'll lead capital raising initiatives, manage investor relationships, and help prepare Anthropic for the next phase of its evolution as a company. Working closely with our leadership team, you'll help ensure Anthropic has the financial resources and strategic partnerships needed to fulfill our mission of building reliable, interpretable, and steerable AI systems.

In this role, you'll leverage your expertise across capital markets and financial strategy to drive fundraising activities, build robust investor relations frameworks, and lay the groundwork for long-term financial flexibility. You'll also support selective corporate development opportunities that align with our strategic priorities.

The ideal candidate brings deep capital markets experience, strong analytical capabilities, and exceptional relationship-building skills to help guide Anthropic through its next phase of growth while maintaining our commitment to responsible AI development.

Responsibilities:

• Lead capital raising processes, working with executive leadership to determine timing, structure, and terms for potential financing rounds

• Build and maintain relationships with existing and potential investors across institutional, strategic, and financial investor bases

• Develop comprehensive investor relations strategies, including communications, reporting frameworks, and engagement plans

• Help build financial infrastructure and reporting capabilities to support institutional-grade transparency and governance

• Track and analyze market conditions, comparable transactions, and valuation benchmarks to inform capital strategy

• Identify and evaluate strategic investment opportunities and M&A transactions aligned with Anthropic's mission

• Create detailed financial models, valuation analyses, and market research to support strategic decision-making

• Prepare and present recommendations to leadership and the board on capital structure and financing strategies

• Collaborate with Finance, Legal, and Comms teams to align financial and strategic initiatives with organizational priorities

You may be a good fit if you:

• Have 8+ years of experience in investment banking, equity capital markets, private equity, venture capital, or similar roles with significant capital markets exposure

• Possess deep knowledge of capital markets, financial instruments, transaction structures, and institutional investor perspectives

• Have a proven track record of successfully executing capital raises or advising on financing transactions

• Demonstrate exceptional financial modeling and analytical capabilities

• Are a strategic thinker who can connect financial decisions to long-term organizational goals

• Have excellent communication skills and can effectively engage with diverse stakeholders including investors, executives, and technical teams

• Thrive in fast-paced environments and can manage multiple complex projects simultaneously

• Show sound judgment when evaluating risks and opportunities in ambiguous situations

• Are passionate about AI safety and align with Anthropic's mission to develop AI systems that are reliable, interpretable, and steerable

Strong candidates may also:

• Have experience in technology or AI-related industries

• Bring experience from companies that have scaled through major growth transitions or prepared for significant capital markets events

• Possess advanced degrees in finance, business, or related fields

• Have worked with both private and public companies, understanding the requirements and expectations at different stages

• Demonstrate knowledge of AI research and development landscapes

• Show intellectual curiosity about the technical aspects of AI safety and alignment

• Have a strong professional network in relevant investment communities

Bring experience working in high-growth, mission-driven organizations

Annual compensation range for this role is $250,000-$310,000 USD.

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In this pivotal role, you'll enable our sales team to focus on high-value, revenue-generating activities by leveraging your analytical skills, project management expertise, and strategic thinking.

This is a role that requires a builder mentality - you’ll be one of the first Business Development Representatives at Anthropic EMEA and will help shape what this role means and how it functions in supporting Anthropic’s growth and how businesses safely adopt and enable AI.

Responsibilities:

• Develop and implement efficient lead routing and qualification strategies

• Analyze lead data to identify patterns and opportunities for process improvement

• Collaborate with sales teams to understand their needs and optimize lead handoff processes

• Manage and prioritize a high volume of inbound leads

• Conduct initial qualifications for high-potential leads

• Outbound against tiered list to generate high-intent opportunities with Startup and Enterprise teams

• Support the development and execution of strategic outbound initiatives

• Provide data-driven insights to inform sales strategies and resource allocation

• Continuously refine processes to improve efficiency and effectiveness

You may be a good fit if you have:

• 2-3+ years of experience in a fast-growing startup, preferably in lead management and project management roles or 2-3+ years of experience in a field like finance & investment banking, consulting or software engineering

• Strong analytical skills with the ability to translate data into actionable insights

• Experience with Salesforce, HubSpot, and SQL (preferred)

• Excellent communication and interpersonal skills

• Ability to work in a fast-paced, dynamic environment

• Passion for AI and Anthropic's mission to develop AI systems that are safe, beneficial, and trustworthy

• Bachelor's degree in Business, Marketing, Computer Science, Law, Finance or related field

Annual Salary: €85,000-€95,000 EUR

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We empower high-performing teams at brands like InDrive, McDonald's, Rappi, and Viva Aerobus to integrate over 1,000 payment methods via a single API. By leveraging advanced AI and the latest technologies, we orchestrate smart routing and fraud prevention across 190+ countries.

About The Role

We are orchestrating the best high-performing team! We're looking for a VP of Sales & Business Development to lead our commercial expansion across Spanish-speaking Latin America , specifically within our Banking & Financial Services vertical. This is one of Yuno's key strategic growth bets, and this role sits at the center of it.

You will own the full sales cycle with banks, acquirers and financial institutions, from first contact to closed deal and successful onboarding. The banking and financial services landscape in Latin America is evolving at an extraordinary pace. You will need to stay ahead of it, constantly researching the market, identifying where real opportunities exist for Yuno's payment infrastructure, and building strategies that convert insight into pipeline.

At Yuno, we don't settle for average results. We expect people who set ambitious targets and then find a way to exceed them, even when the path isn't straightforward. This role sits at the intersection of sales, relationship-building, and market intelligence within a highly specialized vertical.

You will work closely with teams across Marketing, Product, and Customer Experience to ensure every client interaction is consistent, informed, and built for the long term. Collaboration across functions isn't a nice-to-have here , it's how complex deals in financial services actually get done.

You will also be expected to bring client and market feedback directly into the product conversation, helping shape what we build based on what banks, fintechs, and financial players in the region truly need.

Yuno's banking vertical is a strategic priority, not a supporting one. You'll work directly with senior leadership , including Mauricio Schwartzmann, Chief Banking and Financial Institutions Officer , to shape how Yuno positions itself with the region's most important financial players.

The deals you close and the alliances you build will directly influence Yuno's trajectory in one of the world's most dynamic payments markets.

If you thrive on ownership, move fast without losing precision, and get energized by opening doors in one of the most dynamic verticals in payments, this role was built for you.

Your contribution will be

Own the full sales cycle within the Banking & Financial Services vertical in Spanish-speaking LATAM, from prospecting and lead generation to deal closing and merchant onboarding

Identify and target banks, fintechs, and financial institutions across LATAM that can benefit from Yuno's payment solutions

Develop relationships with C-suite and VP-level decision makers at major financial institutions across the region

Develop tailored engagement and go-to-market strategies for high-value prospects in the financial sector

Lead complex negotiations with enterprise clients, focusing on long-term, mutually beneficial agreements

Build and maintain strong relationships with key clients and strategic industry partners within the financial ecosystem

Stay current on payments market trends, regulatory dynamics, and client needs across the Banking & Financial Services space in the region

Collaborate cross-functionally with Marketing, Product, Finance, Legal, and Customer Experience to ensure a cohesive approach to the vertical

Gather and channel client feedback to inform Yuno's product and service development for financial industry use cases

Track sales targets and deliver regular progress reports and insights to leadership

Represent Yuno at industry events, forums, and regulatory discussions as a credible voice in payments and financial infrastructure

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Key responsibilities include: Overseeing global treasury operations, including daily cash positioning, liquidity management, and banking relationship management. Building and maintaining cash flow and free cash flow forecasts to support liquidity planning and executive decision-making. Developing and executing cash management strategies to optimize working capital and minimize idle cash balances. Establishing and enhancing treasury policies, controls, and governance frameworks to mitigate financial and operational risk. Monitoring foreign exchange (FX) exposures and supporting the development of hedging strategies. Ensuring compliance with debt covenants and reporting requirements under credit facilities and loan agreements. Negotiating banking terms, credit facilities, and fee structures to optimize cost efficiency and service levels. Leading intercompany funding activities and overseeing treasury transactions across global entities. Partnering cross-functionally with FP&A, Accounting, Legal, Tax, and other stakeholders to align treasury strategy with broader corporate objectives.

Required qualifications include: Bachelor's degree in Finance, Accounting, Economics, or a related field; CTP or MBA preferred. 8+ years of experience in treasury, corporate finance, FP&A, investment banking, or another analytical role. Experience in managing banking structure and bank accounts globally, maintaining and tracking bank register and other ad-hoc regulatory requirements. Strong financial modeling and data analysis skills, with the desire to expand into advanced treasury concepts. A proactive, detail-oriented problem solver with strong business judgment. Excellent communication skills and the ability to collaborate across teams. Eagerness to learn, take ownership, and grow within a high-growth, evolving environment.

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Key Responsibilities:

• Function Buildout & Strategy: Build the end-to-end treasury function,develop policies, controls, reporting, and infrastructure.
• Global Cash & Liquidity Management: Design and manage global cash flow forecasting and funding models.
• Banking Infrastructure & Relationships: Establish and manage global banking relationships; open accounts and negotiate services as we expand into new markets.
• FX and Risk Management: Identify and manage foreign exchange exposure as we operate in multiple currencies.

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA, CFA, or CTP preferred).
• 6–10 years of treasury or corporate finance experience, ideally with exposure to international operations.
• Experience standing up treasury functions in scaling or multinational environments.

Physical Demands:

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional standing and walking within the office.
• Manual dexterity to operate a computer keyboard, mouse, and other office equipment.
• Visual acuity to read screens, documents, and reports.
• Occasional reaching, bending, or stooping to access file drawers, cabinets, or office supplies.
• Lifting and carrying items up to 20 pounds occasionally (e.g., office supplies, packages).

Benefits:

• Medical Insurance: Comprehensive health insurance plans covering a range of services Whitepaper#: Saronic pays 100% of the premium for employees and 80% for dependents.
• Dental and Vision Insurance: Coverage for routine dental check-ups, orthodontics, and vision care Saronic pays 100% of the premium under the basic plan for employees and 80% for dependents.
• Time Off: Generous PTO and Holidays.
• Parental Leave: Paid maternity and paternity leave to support new parents.
• Competitive Salary: Industry-standard salaries with opportunities for performance-based bonuses.
• Retirement Plan: 401(k) plan with company match.
• Stock Options: Equity options to give employees a stake in the company’s success.
• Life and Disability Insurance: Basic life insurance and short- and long-term disability coverage.
• Pet Insurance: Discounted pet insurance options including 24/7 Telehealth helpline.
• Additional Perks: Free lunch benefit and unlimited free drinks and snacks in the office.

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The Treasury team manages Plaid's global treasury operations, cash management, investment and banking relationships. You will be responsible for maintaining liquidity across multi-currency bank accounts, protecting company assets through robust treasury controls, and enabling strategic cash management to support Plaid's growth and public company readiness.

Responsibilities

• Own global treasury operations, including daily cash positioning, liquidity management, debt operations, fraud prevention, and banking relationship management
• Own short- and long-term cash forecasting; partner with CorpFin to improve accuracy, analyze variances, and deliver insights to senior leadership
• Manage the investment portfolio in compliance with Plaid's investment policy; optimize yield and bank fees to improve overall treasury efficiency
• Lead intercompany funding strategy and oversee treasury transactions, FX exposure management, and hedging across global entities
• Own treasury-related month-end close activities and partner closely with Accounting to ensure accurate and timely close
• Develop and enforce treasury process standards, internal controls, and regulatory compliance measures
• Drive process improvements across treasury workflows leveraging AI, automation, and next-generation treasury management systems to reduce manual intervention and enable real-time operations
• Partner with the Product team on ACH and funds transfer related product initiatives, including customer funds management
• Manage the corporate insurance program, including renewals, coverage assessments, and broker relationships

Qualifications

• 6-8 years of experience in treasury, preferably in publicly traded fintech, tech, or high-growth environments
• Experience managing multi-entity, multi-currency treasury operations
• High attention to detail and integrity , this role owns high-stakes financial operations with little margin for error
• Self-starter who can build structure and processes from scratch with minimal direction
• Strong cross-functional collaborator; able to partner effectively with Accounting, CorpFin, and Product
• Clear communicator who can distill complex treasury topics for senior stakeholders
• Bias toward automation and continuous improvement , comfortable adopting AI tools to drive better outcomes
• Experience with Treasury Management System
• Experience with ACH/payment product banking infrastructure and customer funds management (preferred)
• Familiarity with NetSuite or equivalent ERP systems (preferred)
• Experience managing a corporate insurance program (preferred)
• Background in debt operations and capital planning (preferred)

Additional Information

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here.

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Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.

Plaid's network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

Plaid Europe is building Plaid in Europe,the open banking platform that makes international expansion one click away for fintechs who want to scale globally. We are the only transatlantic open banking provider, uniquely positioned to help fintechs scale globally with a single Plaid integration.

Our team localises, scales, and operates the bank connectivity layer that powers payments, underwriting, onboarding, and identity,abstracting fragmented European rails and regulations into a single, reliable platform.

The team owns four core pillars:

• Account-to-Account Payments
• Cash Flow & Income Insights for Credit
• Bank Connectivity Across Europe
• Consumer Experience

This team operates at the intersection of distributed systems, financial infrastructure, and consumer UX. We solve hard problems in payments reliability, data quality, regulatory complexity, and cross-market expansion,enabling fintechs to launch in new countries with minimal additional engineering effort.

We are a high-impact, cross-functional engineering team working closely with US platform teams, GTM, compliance, and operations to make Plaid the default open banking layer for global fintechs operating in Europe.

You will serve as the technical leader for Plaid's Europe engineering team, setting direction across a broad product surface area while staying hands-on in the codebase. You'll partner closely with the Engineering Manager and PM to turn product strategy into executable roadmaps, and maintain a strong connection to US platform teams to keep Europe aligned with company-wide engineering investments.

Responsibilities

• Set technical direction across Europe's product surface area, translating product strategy into clear engineering roadmaps with crisp scoping, sequencing, and tradeoffs.
• Stay hands-on,owning high-leverage projects, spiking and prototyping to de-risk, or going deep on the hardest parts of projects others own, depending on the quarter.
• Own technical excellence for the team,setting and holding a high bar through design reviews, architectural decisions, and code quality.
• Partner closely with the EM and PM to identify opportunities, make tradeoffs, and keep the team focused on the highest-leverage work.
• Maintain a strong connection to US engineering and platform teams, ensuring Europe's requirements shape platform decisions and the team leverages shared infrastructure rather than building in isolation.

Qualifications

• 8+ years of software engineering experience, including operating as a technical lead on a product engineering team.
• Strong programming skills in Go, Python, or similar backend languages.
• Experience operating and scaling high-availability systems (four 9s) in production,understands the reliability and correctness bar required for critical infrastructure.
• Demonstrated track record of effective delegation,has scaled their impact by enabling senior engineers to own technical direction, not by doing everything themselves.
• Strong product engineering instinct,can take a product strategy and translate it into a crisp engineering roadmap with clear scoping, sequencing, and tradeoffs.
• Experience operating and scaling high-availability systems in production.
• [Nice to have] Payments domain experience,has worked in payments infrastructure, processing, or a related domain.
• [Nice to have] Experience working across time zones with distributed engineering teams.
• [Nice to have] Fintech or financial infrastructure experience beyond payments (e.g., credit, lending, identity).
• [Nice to have] Familiarity with open banking APIs and bank connectivity patterns.

Additional Information

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.

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Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.

As the Product Lead for Transfer, you'll own how real-time money movement works across the Plaid network and the broader financial ecosystem. You'll guide the roadmap for our payments platform and oversee the systems, operations, and partnerships that keep money moving safely and reliably every day.

This role combines deep product and operational leadership, defining how Plaid scales its payments capabilities across ACH, RTP, FedNow, Wires, and Request for Payment (RfP). You'll work cross-functionally with engineering, operations, risk, and go-to-market to build the most trusted and resilient payments platform in the market.

Responsibilities:

• Own the money movement strategy. Define the long-term vision and roadmap for Plaid's Transfer products across ACH, RTP, FedNow, Wires, and RfP.
• Scale real-time payments. Lead the evolution of Plaid's payments operations, setting the standard for reliability, reconciliation, and network performance.
• Balance growth and risk. Oversee ACH operations and customer oversight, driving both compliance and scale across Plaid's payments ecosystem.
• Build trusted infrastructure. Partner with Engineering and Operations to deliver systems that are resilient, transparent, and insight-driven.
• Represent Plaid externally. Act as a thought leader in the future of open, real-time payments and modern financial infrastructure.
• Lead with ownership. Operate with urgency, creativity, and accountability, modeling Plaid's ownership mindset across product and operations.

Qualifications:

• 12+ years of experience, including 8+ in product management or equivalent founder/operator roles
• Proven success building and scaling payments or financial infrastructure products with complex regulatory or operational components
• Experience leading payments operations and balancing speed, compliance, and reliability at scale
• Strong understanding of payment risk, reconciliation, and network performance in financial systems
• Exceptional mix of strategic vision and executional depth; able to set direction while managing day-to-day operational realities
• Track record of influencing cross-functional teams across engineering, operations, risk, and go-to-market
• Excellent communication and stakeholder management skills across technical and executive audiences
• Familiarity with real-time payment systems (RTP, FedNow), open banking, or developer-focused APIs is a plus

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The Head of GTM Finance will help shape how Plaid deploys capital, wins in the market, and builds the analytical infrastructure to sustain growth at scale. The GTM Finance function is a strategic partner to Plaid's world-class Go-to-Market organization. The team owns revenue forecasting, ROI analytics, and performance visibility , and serves as a critical voice in resource allocation decisions.

As Head of GTM Finance, you will work closely with Sales, Marketing, RevOps, Product, and the Executive team to ensure our GTM engine delivers best-in-class results. You will report directly to the CFO and act as the primary finance partner to our Chief Operating Officer, who oversees all GTM functions including Sales, Marketing, Commercial, and Communications.

Responsibilities:

• Revenue Forecasting: Lead the team in constructing and integrating bottoms-up customer forecasts, top-down segment-level views, and statistical models into a unified, high-fidelity revenue forecast.
• Resource Allocation: Partner with the COO on capital deployment decisions including headcount planning, capacity modeling, and territory design.
• Performance Tracking & Visibility: Own and evolve Plaid’s GTM performance reporting, ensuring we’re focused on the highest-signal metrics, with clear benchmarks and targets tied to our financial and strategic objectives.
• Cross-functional Partnership: Build trusted relationships across the organization, acting as the connective tissue between the GTM function and key partners including Product and Engineering.
• Board Reporting: Own the GTM narrative for quarterly Board meetings, synthesizing business performance, progress against strategic priorities, and a forward-looking perspective into compelling, executive-ready materials.
• Team Building: Define the future-state of the GTM Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled, growth-stage business.

Qualifications:

• 12+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth B2B technology company.
• Deep fluency in B2B SaaS and GTM metrics.
• Exceptional analytical rigor paired with sharp business judgment.
• A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there.
• Demonstrated success leading and developing high-performing finance teams.
• Executive presence and exceptional communication skills.
• Fintech or financial services experience is a plus, but not required.

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Key responsibilities include:

• Sales Enablement: Equip partner GTM teams with the training, content, and tools they need to effectively pitch and sell Plaid , including onboarding, ongoing education, and a library of sales assets like pitch decks and battle cards

• Pipeline Development: Collaborate with partner sales teams to drive pipeline growth through targeted campaigns, outbound strategies, and co-selling support, while maintaining visibility into partner-sourced and influenced opportunities

• Channel Management: Serve as the connective tissue between Plaid and its partner ecosystem , minimizing channel conflict, facilitating communication, and ensuring deal velocity is maintained across all partner relationships

• Strategic Insights & Feedback: Act as the voice of the partner internally, surfacing patterns in objections, competitive dynamics, and product gaps to key stakeholders across Product, Marketing, and GTM teams

To succeed in this role, you'll need:

• 4 years of experience in inside sales, SDR/BDR, partnerships, sales enablement, or a related GTM role , fintech or financial services experience is a plus

• Early track record of contributing to pipeline or revenue in a team-oriented sales environment

• Strong written communication skills with an ability to translate product and technical concepts into clear, compelling narratives for sales audiences

• Organized and detail-oriented , comfortable managing multiple workstreams, maintaining CRM hygiene, and producing accurate pipeline reports

• Comfortable facilitating training sessions or enablement presentations in front of partner teams

• Collaborative and eager to learn , comfortable supporting senior teammates while also taking ownership of defined work independently

• Familiarity with the open banking, financial data, or payments ecosystem is a plus, but not required

• Working knowledge of APIs or a curiosity to understand how Plaid works under the hood

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Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.

Plaid's Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization.

Responsibilities:

• Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
• Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth.
• Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting.
• Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
• Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
• Maintain and optimizing key GTM KPIs that are used for internal and external reporting.
• Prepare materials to internal and external stakeholders on company performance, including quarterly Board materials.
• Help recruit a world-class Strategic Finance team at Plaid.

Qualifications:

• 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
• Strong analytical, financial modeling, problem-solving and communication skills.
• Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
• Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
• Solid understanding of technical accounting principles.
• A penchant for impact and ownership.

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Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.

The BizOps team is focused on solving some of Plaid's most pressing business issues. We are a small team of high-impact, low-ego generalist problem solvers. This role partners directly with leaders across Product and GTM on a mix of strategic and operational work with a direct, quantifiable impact on our customers, partners, and P&L.

Responsibilities

• Driving the strategic and operational agenda for a Product or GTM organization , and the cross-functional initiatives that come with it
• Owning foundational operating rhythms , monthly business reports, QBRs, OKRs and KPIs, executive reporting , and evolving them as the business scales
• Building out dashboards, metrics, and success measures that give leadership visibility and enable data-driven decisions
• Partnering on product strategy topics including pricing, commercialization, and go-to-market for new and existing products
• Using AI tools and agents as a default part of how you work , not as an experiment, but as a force multiplier

Qualifications

• 6–11 years in management consulting, investment banking, and/or operating roles (BizOps, Strategy & Ops, Finance)
• Comfort with ambiguity and a high degree of autonomy in prioritizing what matters most
• Ability to build relationships at all levels and drive cross-functional consensus
• Familiarity with AI tools and agents to accelerate workflows is a plus
• Knowledge of SQL and Tableau preferred
• Experience in fintech, payments, or high-growth SaaS preferred

Additional Information

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable.

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Responsibilities: Support day-to-day revenue operations of a fast-growing Revenue team. Develop and track key revenue metrics through dashboards and reporting. Analyze data to drive execution and identify opportunities for operational improvement and strategic decision-making. Initiate, manage, and successfully execute new, cross-functional initiatives that increase alignment and create synergies across Plaid. Establish and maintain an efficient operating model for GTM Revenue team, including running monthly business reviews and driving analysis to assess GTM performance.

Qualifications: 4-6 years of experience including 2+ years of business operations or revenue operations, investment banking, or management consulting. Strong analytical, financial modeling, and presentation skills. Ability to distill complex issues into structured frameworks and action plans. Excellent communication and collaboration skills with the ability to build productive and positive relationships across the organization. Familiarity with BI tools and CRM systems, including Salesforce, Tableau, knowledge of SQL. Nice to have: familiarity with startup business models and SaaS metrics, experience working in Fintech.

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Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.

Plaid's Fintech Sales team is responsible for our relationships with some of the most important and fastest-growing companies in financial services. Many of these companies have long-standing relationships with Plaid, and this team's mandate is to deepen those partnerships , expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as these customers scale.

You will lead an established, high-performing team of Named Account Executives who manage Plaid's largest fintech accounts. This is not a greenfield build , it's a team with real momentum, strong customer relationships, and meaningful revenue. The opportunity is to raise the bar further: strengthen Plaid's market-leading position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team into consistently elite performers.

The primary motion is expansion. The majority of your AEs' accounts already use Plaid , the job is to grow those relationships through new products, new use cases, and new business units, while also adding competitive new logos to the book. You'll be in deals with your team as a coach and escalation point, helping AEs navigate multi-stakeholder cycles from technical champion to economic buyer, without taking ownership away from them.

Responsibilities

• Manage a team of 6–8 Named Account Executives focused on Plaid's largest fintech accounts, driving growth through expansion of existing relationships and competitive new logo acquisition.

• Coach AEs to identify and drive expansion opportunities proactively , new products, new use cases, new business units , rather than waiting for inbound signals.

• Build and refine the account strategy for Plaid's top fintech customers alongside your AEs, including executive value messaging, pitch positioning, and coordinated go-to-market efforts with Marketing.

• Grow existing accounts by driving multi-product adoption and deepening executive-level relationships.

• Attain consumption-based revenue targets through a disciplined, data-driven pipeline operating rhythm.

• Develop your team through structured 1:1s, deal reviews, and skill-specific coaching that closes the gap between strong performers and elite ones.

• Maintain a high recruiting bar , assess and close exceptional AE talent as the team grows, selecting for people who thrive in an expansion-oriented selling motion.

• Manage performance with transparency , set clear expectations, act early when someone isn't tracking, and make tough calls when necessary.

• Collaborate closely with Marketing, Product, Account Management, Legal, and Commercial teams to maintain a consistently high win rate and remove friction from deal cycles.

• Engage directly in strategic deals as a coach and escalation point, while ensuring your AEs retain ownership and develop their own executive-level selling capabilities.

Qualifications

• 10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services.

• 5+ years of frontline sales management experience leading teams of quota-carrying AEs.

• Demonstrated track record of coaching account executives to close and grow accounts in the $100K–$1M+ ARR range, with specific experience in expansion and land-and-expand motions.

• Experience leading a team oriented around named accounts or industry verticals , not just geographic territories.

• Strong data discipline , you use pipeline and forecast data to change what your team does, not just report it upward.

• Proven ability to operate cross-functionally, influencing product, legal, and marketing without positional authority.

• Outstanding communication and executive presence, with experience managing the sales cycle from technical champion to C-suite economic buyer.

• A coaching-first leadership style , you develop your people through the deals, not by taking the deals away from them.

Nice to Have

• Experience selling API-first or developer-focused products.

• Familiarity with consumption-based or usage-based pricing models.

• Background in open banking, identity verification, payments, or adjacent fintech infrastructure.

• Experience managing hybrid or distributed teams across multiple offices.

Additional Information

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here.

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You'll work at the intersection of technical accounting, regulatory compliance, and operational build-out. This isn't a role for someone who wants to maintain an existing function - it's for someone who wants to architect one and work closely with Engineering and Product.

Bank Accounting Infrastructure: Design and implement the Chart of Accounts, general ledger structure, and subledger architecture for the bank entity in accordance with call report and regulatory reporting requirements.

Regulatory and Call Report Compliance: Lead preparation of FFIEC Call Reports (FFIEC 031/041), FR Y-9C, and other regulatory financial submissions on a quarterly basis.

Financial Reporting and Controls: Review the bank entity's standalone GAAP financial statements, including the balance sheet, income statement, and notes.

Team and Systems Build-out: Partner with Finance Systems and Engineering to implement or configure the bank's core accounting system, ensuring it supports regulatory reporting and audit requirements.

Mercury is a fintech company building banking products for ambitious businesses. We've grown from a startup platform to a company that manages tens of billions in deposits , and now we're taking the next step: pursuing a de novo bank charter to become a full-fledged bank.

This is a rare and defining moment. As we transition from fintech to bank, we need to build institutional-grade accounting infrastructure from the ground up. That work starts here.

You are a builder. You get energy from creating infrastructure, not just operating it. You are comfortable operating in ambiguity. De novo chartering is inherently a process of writing the playbook as you go.

You can translate complex regulatory requirements into practical accounting policies and workflows that a high-performing team can execute. You communicate fluently with regulators, auditors, engineers, and executives , calibrating your depth and language for each audience.

You have strong opinions on controls and data integrity, and you know how to build consensus to implement them without slowing the business down.

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $199,900 - 249,900

US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $179,900 - 224,900

Canadian employees (any location): CAD 189,000 - 236,200

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At Mistral AI, we believe in the power of AI to simplify tasks, save time, and enhance learning and creativity. Our technology is designed to integrate seamlessly into daily working life.

We are a global organisation with teams distributed between France, USA, UK, Germany, and Singapore. We are a low-ego, team-spirited group passionate about AI and its potential to transform society.

Role Summary

We are seeking a Software Engineer to design, build, and lead the core systems that power Mistral's growth. This is a highly impactful role at the intersection of engineering, finance, data, and operations.

Responsibilities

• Own the platform from zero: design and implement integrations, connectors, and workflows across internal systems (CRM, billing, HRIS, planning tools).
• Lead the technical direction: define architecture, standards, and best practices for reliability, maintainability, and data consistency.
• Ship features: build end-to-end web apps with a pragmatic approach to delivery and iteration.
• Stakeholder leadership: partner directly with CFO, CTO, and team leads to gather requirements, prioritise, and translate business needs into software.
• Org enablement: deliver sleek, self-service tooling and dashboards that reduce manual work and accelerate decision-making across teams.
• Technical Leadership: help shape the hiring plan, mentor future teammates, and evolve into the team's Tech Lead as we grow.

Requirements

• Full-stack engineer with strong experience in modern programming languages and frameworks (Python, TypeScript, React...), you're comfortable building web apps end-to-end.
• Track record shipping internal systems (APIs, integrations, connectors, dashboards) in enterprise-grade environments (banking/insurance/industry/consulting).
• Hands-on and technically strong, with excellent judgment around trade-offs, maintainability, and operational reliability.
• Leadership mindset: you've led initiatives or mentored engineers (formal or informal) and enjoy setting standards for others.
• Strong communication and stakeholder management; you like turning ambiguous problems into a clear plan and shipped software.
• Low-ego, team-spirited, autonomous; motivated by enabling others and improving how an organisation operates.

What We Offer

• Competitive salary and equity package
• Health insurance
• Transportation allowance
• Sport allowance
• Meal vouchers
• Private pension plan
• Generous parental leave policy

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As an early member on a newly formed recruiting team, you will tackle niche, complex searches by employing strategic and innovative sourcing and networking techniques, staying abreast of talent and market trends across the broader banking, financial services, and fintech industries, and serve as an embedded partner to Mercury's founders, board, investor talent partners, and current executive-level hiring managers to recruit for Director to C-suite leadership needs across Mercury's business.

Responsibilities:

• Develop a deep understanding of Mercury's values, brand, products, and business model
• Work closely with Mercury's founders and executive-level hiring managers and interviewers to design interview panels, proactively network within the industry, source strong candidates who meet the needs of the business, and close candidates by positioning Mercury as an innovative fintech leader
• Shape what success looks like on a newly formed recruiting team, and hold a high culture and hiring bar to ensure we're able to attract and retain best-in-class Executive talent
• Position yourself as a true strategic partner to Mercury's leadership teams by keeping abreast of fintech and banking industry trends and talent market, and building a deep understanding of the U.S. banking and financial regulatory environment
• Be a strong advocate for building inclusive, diverse teams across all Executive leadership levels, and guide hiring teams towards unbiased hiring decisions
• Identify and engage top talent through both passive and active channels, and deliver an exceptional candidate experience as an embodiment of Mercury's culture and values
• Have the opportunity to lead 0 > 1 recruiting efforts as Mercury expands our business and products, which will require hiring Executives with niche skill sets and/or regulatory knowledge
• Be comfortable working with data and interpreting the story it tells into actionable insights, business recommendations, performance improvements, and recruiting process enhancements

Requirements:

• 7+ years of experience in full-cycle recruiting, with ideally 4+ years focused in leadership and executive hiring
• Experience hiring technical leaders, with exposure to several technical orgs including Engineering, Product, Design, Data Science, Creative, and/or Marketing
• Deep experience recruiting for Director to C-Suite Executive talent, ideally in a high-growth, rapidly changing business environment
• Experience influencing and partnering with founders and/or Executive-level stakeholders and hiring managers, and be a trusted hiring partner and strategic advisor to their teams
• Strong sourcing, research, and networking skills, with the ability to engage the appropriate talent proactively for longer-term hiring needs and/or when working on confidential searches
• Experience partnering with Board members, investor talent agencies, external executive search firms, and understand how to broadly leverage relevant industry network ecosystems
• Experience partnering with the broader People functions, such as HRBP and Compensation, to participate in organizational discussions and understand industry compensation insights
• Enjoy building diverse, inclusive, and high-performing teams, and lead with deep empathy, kindness, and care for the work you do

Total Rewards Package: The total rewards package at Mercury includes base salary, equity, and benefits.

Salary and Equity Ranges: Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Target New Hire Base Salary Ranges:

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $199,000 - $225,000
• US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $180,000 - $202,400

Diversity & Belonging: Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic.

Reasonable Accommodations: We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

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As Staff Product Partnerships Manager - Mercury Bank, you'll own and evolve Mercury's portfolio of strategic partners that underpin our core banking infrastructure and our path toward becoming a bank. This includes relationships with core banking providers, infrastructure partners, and other critical regulatory and ecosystem partners required to support a chartered bank model.

This is a highly cross-functional role that sits at the intersection of product, engineering, compliance, legal, operations, and executive leadership. You'll serve as the primary point of contact for these partners while internally championing their capabilities, constraints, and requirements. You'll be responsible for translating complex regulatory and technical partner considerations into clear internal workstreams and driving them through execution with alignment and rigor.

Beyond managing existing partnerships, you'll play a critical role in identifying, evaluating, and onboarding new partners that support Mercury's long-term banking strategy. This includes market mapping, due diligence, contract negotiation, and ongoing relationship management. You'll bring a thoughtful mix of regulatory fluency, product curiosity, operational depth, and relationship skills to help Mercury build durable, compliant, and scalable banking infrastructure.

Secure, reliable, thoughtful, and (perhaps) magical is how a user should describe banking on Mercury. Your job is to ensure that our core banking and regulatory partners can live up to this standard as we scale.

Responsibilities:

Manage a portfolio of strategic core banking, card, and regulatory partnerships critical to Mercury's banking infrastructure Be the driving force behind building and maintaining Mercury's core banking partner ecosystem in support of our charter ambitions Serve as the internal expert on core banking systems, regulated financial institutions, and the broader banking infrastructure ecosystem Work closely with Legal, Compliance, Risk, Product, Engineering, and Finance to negotiate contracts, manage partner performance, and support regulatory readiness Lead new partner selection, due diligence, and onboarding for core banking and regulatory partnerships Translate partner requirements, constraints, and regulatory considerations into actionable internal plans and timelines Unblock internal teams wherever possible and advocate for Mercury's roadmap while balancing regulatory and partner expectations Clearly communicate Mercury's compliance posture, regulatory obligations, and technical architecture to external partners

Requirements:

Have 8+ years of relevant experience in banking, fintech, or financial services, with deep familiarity working with regulated financial institutions Have experience managing or working closely with core banking providers, issuing banks, or other regulated financial infrastructure partners Be a strong partnership leader who enjoys owning complex, high-stakes relationships Be an excellent communicator and highly organized project manager, comfortable operating across many stakeholders Consistently exercise empathy, especially in highly regulated and constrained environments Have a strong product sense and interest in how financial infrastructure enables customer outcomes Be an effective negotiator with experience navigating complex commercial and regulatory discussions Be technically inclined or comfortable interfacing with engineering and compliance teams on complex systems Stay calm and focused while working on multiple critical initiatives in parallel Exercise creativity while operating within regulatory and operational constraints Think of customers first, always approaching problems from the customer perspective Be able to simplify complex systems and regulatory requirements into clear, documented processes

Total Rewards Package: The total rewards package at Mercury includes base salary, equity (stock options), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following: US employees in New York City, Seattle, Los Angeles or San Francisco: $220,800 - $276,000 US employees outside of New York City, Seattle, Los Angeles or San Francisco: $198,700 - $248,400

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You'll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us is seamless and impactful.

This role is ideal for someone who thrives in fast-paced, founder-facing environments and wants to grow their career in fintech relationship management.

You'll handle a high-volume book of startups, provide responsive day-to-day support, and partner with senior leaders to identify and nurture accounts as they scale.

Responsibilities

• Serve as the first relationship contact for early-stage startups, ensuring an excellent onboarding and adoption experience.
• Help founders adopt Mercury's core suite.
• Execute playbooks that ensure consistent engagement across a large portfolio of startups.
• Surface scaling opportunities to senior RMs and partner with them on strategic accounts.
• Collaborate with internal teams (Sales, Partnerships, Product) to provide feedback and improve founder experience.

Requirements

• 2–4 years in fintech, customer success, early-stage banking, or startup-facing account management.
• Experience working with founders or early-stage teams; comfort with ambiguity and speed.
• Strong communication skills and responsiveness across Slack, email, and in-person events.
• Ability to manage a large book of accounts with automation and playbooks.
• A customer-first, process-driven mindset, with an eagerness to grow into deeper RM responsibilities.

Total Rewards Package

The total rewards package at Mercury includes base salary, equity (stock options), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Target New Hire Base Salary Ranges

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $119,400 - $134,300
• US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $107,500 - $120,900

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That spirit is at the heart of this Account Executive role at Mercury, where success comes from being a true multipurpose operator: someone who can prospect, run discovery, adapt on the fly, decode messy financial workflows, and make founders feel understood and supported.

At Mercury, we build modern business banking along with tools for payments, cards, and cash management so companies can run their finances from a single, intuitive dashboard. We are looking for multiple Account Executives to help a wide range of businesses make Mercury the core of how money moves through their company.

One day you might be talking to a fast-growing AI startup, the next to an ecommerce brand you love, or a 30-year-old family-owned business that is ready to modernize its banking and finance operations. Many of these customers are lean and fast-moving, and they will look to you as a partner who understands both their business and their operations.

This is a full-cycle, quota-carrying, consultative role in a fast-changing environment where you will build and iterate on your own sales motion.

Responsibilities

• Own a quota and the full sales cycle from first touch through activation across a diverse range of companies across all stages, industries, and use cases.
• Design and execute your own pipeline strategy across outbound, inbound, and creative channels, while partnering closely with SDRs.
• Run high-quality discovery with founders, operators, and lean finance teams to uncover real problems in how they manage cash, payments, and financial operations.
• Connect pain-points to Mercury's products and tell clear, simple stories that help customers make confident decisions.
• Drive a strong pipeline of high-velocity deals while staying in control of your time and competing priorities.
• Collaborate with Account Management, Partnerships, Marketing, and Product to win complex deals and unlock new segments.
• Turn what you see in the field into structured feedback and ideas that improve our go-to-market motion, processes, and product.

Who You Are

• Coachable and growth-oriented. You seek out feedback, integrate it quickly, and can point to a clear improvement curve in your recent roles.
• Curious, creative, and strategic. You ask why, not just what, and you adjust your approach based on the customer, especially in founder-led cycles.
• Scrappy and resourceful. You are comfortable without a rigid playbook, clean territory, or heavy inbound, and you know how to build pipeline from almost zero.
• Disciplined and accountable. You manage your time, pipeline, and follow-through with intention and take ownership of both inputs and outcomes.
• Comfortable with ambiguity. You have succeeded in environments where product, ICP, and GTM change quickly, and you adapt rather than stall.
• Collaborative generalist. You enjoy working with SDRs, marketing, product, and post-sales, and you are excited to take on projects beyond your core deals when they unlock revenue opportunities for Mercury.
• Willing to travel on occasion for conferences or strategic in-person meetings.

Qualifications

• At least three years of closing experience in an Account Executive role, or equivalent full-cycle experience in a similar capacity.
• Experience selling to founders, owner-operators, or small leadership teams is a plus.
• Proven ability to build and manage a high-quality pipeline and hit or exceed targets in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to tailor your message to different audiences.
• A bachelor's degree or equivalent practical experience.
• Genuine interest in fintech and how better financial tools can help growing businesses operate and scale.

Total Rewards Package

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

Target New Hire Base Salary Ranges

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $169,900-$212,400
• US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $153,000-191,200

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We're looking for a Sr. Program Manager to serve as the operational backbone of this effort, working directly alongside the Bank Management Team.

This is a high-visibility, high-impact role for someone who combines rigor and high-quality execution with the speed and scrappiness of a startup. You'll own the day-to-day operating rhythm of Mercury's charter pursuit, build the systems that give leadership visibility into how the program is actually operating, and drive execution across every cross-functional workstream. You'll be a true thought partner to the team not just executing on their priorities, but helping shape them.

If you're a problem seeker who thrives in ambiguity, creates structure where none exists, and holds a relentlessly high quality bar, this role is for you.

Program Management & Execution

• Own day-to-day program management for Mercury's bank charter initiative: set roadmaps, track milestones, sequence work, and drive accountability across a broad set of cross-functional stakeholders
• Build and run the operating rhythm of the charter program – ensuring teams move at high velocity with clarity on priorities, owners, and timelines
• Drive execution across cross-functional workstreams, translating strategy into action and ensuring follow-through on key decisions
• Surface risks early and clear blockers quickly – you'll always know where things stand, what's at risk, and what needs to escalate
• Scope and run special projects within the broader charter effort – from readiness workstreams to operational build-outs

Reporting, Metrics & Visibility

• Build and maintain systems for performance tracking, metrics reporting, and ongoing visibility into how the charter program is operating
• Prepare executive status updates, board materials, and investor-grade presentations
• Drive disciplined reporting cadences – ensure clarity, alignment, and transparency across all charter workstreams without introducing bureaucracy

Leadership Support & Stakeholder Management

• Act as a thought partner to the bank management team
• Run leadership meetings: prepare agendas, capture decisions and action items, and drive follow-through
• Liaise with external consultants and outside counsel to ensure subject matter expertise is brought in at the right time and integrated effectively

Culture & Team Operations

• Own cultural programs and initiatives that support the Charter team's cohesion and momentum: onsites, company meeting content, pulse surveys
• Be a driver of Mercury's overall bank readiness – ensuring the organization is prepared across people, process, and technology
• Design AI-enabled workflows and internal systems that support scale and reduce manual/operational work

What We're Looking For

• 7-10+ years of experience in strategy, consulting, chief of staff type role, program/project management, with exposure to regulated industries (ideally banking or fintech)
• Strong cross-functional partnership skills with a proven ability to influence without authority. You create accountability with people who don't report to you and drive alignment across teams
• Success managing complex, multi-stakeholder initiatives in fast-paced, ambiguous environments. You're a bridge builder who connects strategy to execution
• A problem seeker comfortable with ambiguity and skilled at creating structure where none exists
• A 'get things done' mentality: you dissect complex problems, identify solutions, and drive them to completion with a high degree of autonomy
• Exceptional written and verbal communication: exec-ready memos, board-quality decks, investor updates, and the ability to lead a room of senior stakeholders
• Extreme attention to detail with a high regard for precision
• AI fluency: you actively design AI-enabled workflows to increase your leverage, automate operational work, and support scale

Bonus

• Experience working directly with C-suite and board
• Familiarity with bank charter applications, regulatory processes, or financial institution operations
• Experience building operating rhythms, OKR/goal-setting frameworks, or metrics infrastructure from scratch
• Experience with cultural programs, team operations, or internal communications at a high-growth company

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $163,000 - 203,800
• US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $146,700 - 183,400
• Canadian employees (any location): CAD 154,100 - 192,600

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As part of the journey, we would expect you to:

• Own the Ledger roadmap: Drive strategy and execution for Mercury's Double Entry Ledger (DEL),the financial system of record.
• Drive org-wide ledger adoption: Partner with payment rails teams to enable their flows on the ledger platform, ensuring event-to-ledger integration is clean, correct, and scalable.
• Build next generation financial infrastructure: Own the implementation of our financial processes across charts of accounts, transfer code definitions, and GL mapping frameworks that connect to our core systems of record.
• Partner with Finance and Accounting: Translate accounting requirements into product architecture, and translate product decisions back to stakeholders who think in debits, credits, journal entries, and regulatory reports.
• Set the financial data standard: Define what clean, reconcilable financial data looks like at Mercury. Work with the Reconciliation team to ensure every ledger entry is accurate, traceable, and exception-free.
• Navigate a complex, high-stakes stakeholder environment: Coordinate across banking platform teams, payment rails teams, Finance, Compliance, Risk,all of whom depend on your platform and have a voice in how it evolves.

Some things that might make you successful in a role like this:

• 7+ years of product management experience in fintech, financial services, or platform/infrastructure product roles.
• Real technical fluency: you can engage credibly with engineers on event-sourced architectures, database consistency models, double-entry accounting data models, and financial data pipelines,not as a generalist, but as a peer.
• Meaningful background in accounting, finance, or banking operations,you understand chart of accounts, GL mapping, journal entries, reconciliation workflows, and why they matter to regulators.
• Experience building and scaling internal platform products with broad adoption requirements,you know how to work with adopter teams, reduce onboarding friction, and drive org-wide standardization across a distributed set of engineers.
• A highly structured, data-driven approach to product decisions: you think in systems, model second and third-order effects, and communicate tradeoffs in a way that lands with both engineering and finance audiences.
• Exceptional cross-functional communication,you earn credibility in rooms with accountants, engineers, compliance officers, and regulators, and you hold your own in all of them.

The total rewards package at Mercury includes base salary, equity, and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

• US employees (any location): $200,700 - $250,900
• Canadian employees (any location): CAD 189,700 - 237,100

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That spirit is at the heart of this Account Executive role at Mercury, where success comes from being a true multipurpose operator: someone who can prospect, run discovery, adapt on the fly, decode messy financial workflows, and make founders feel understood and supported.

At Mercury, we build modern business banking along with tools for payments, cards, and cash management so companies can run their finances from a single, intuitive dashboard. We are looking for multiple Account Executives to help a wide range of businesses make Mercury the core of how money moves through their company.

One day you might be talking to a fast-growing AI startup, the next to an ecommerce brand you love, or a 30-year-old family-owned business that is ready to modernize its banking and finance operations. Many of these customers are lean and fast-moving, and they will look to you as a partner who understands both their business and their operations.

This is a full-cycle, quota-carrying, consultative role in a fast-changing environment where you will build and iterate on your own sales motion.

Responsibilities

• Own a quota and the full sales cycle from first touch through activation across a diverse range of companies across all stages, industries, and use cases.
• Design and execute your own pipeline strategy across outbound, inbound, and creative channels, while partnering closely with SDRs.
• Run high-quality discovery with founders, operators, and lean finance teams to uncover real problems in how they manage cash, payments, and financial operations.
• Connect pain-points to Mercury's products and tell clear, simple stories that help customers make confident decisions.
• Drive a strong pipeline of high-velocity deals while staying in control of your time and competing priorities.
• Collaborate with Account Management, Partnerships, Marketing, and Product to win complex deals and unlock new segments.
• Turn what you see in the field into structured feedback and ideas that improve our go-to-market motion, processes, and product.

Who You Are

• Coachable and growth-oriented. You seek out feedback, integrate it quickly, and can point to a clear improvement curve in your recent roles.
• Curious, creative, and strategic. You ask why, not just what, and you adjust your approach based on the customer, especially in founder-led cycles.
• Scrappy and resourceful. You are comfortable without a rigid playbook, clean territory, or heavy inbound, and you know how to build pipeline from almost zero.
• Disciplined and accountable. You manage your time, pipeline, and follow-through with intention and take ownership of both inputs and outcomes.
• Comfortable with ambiguity. You have succeeded in environments where product, ICP, and GTM change quickly, and you adapt rather than stall.
• Collaborative generalist. You enjoy working with SDRs, marketing, product, and post-sales, and you are excited to take on projects beyond your core deals when they unlock revenue opportunities for Mercury.
• Willing to travel on occasion for conferences or strategic in-person meetings.

Qualifications

• At least one year of closing experience in an Account Executive role, or equivalent full-cycle experience in a similar capacity.
• Experience selling to founders, owner-operators, or small leadership teams is a plus.
• Proven ability to build and manage a high-quality pipeline and hit or exceed targets in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to tailor your message to different audiences.
• A bachelor's degree or equivalent practical experience.
• Genuine interest in fintech and how better financial tools can help growing businesses operate and scale.

Compensation

• The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.
• Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry.
• New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $134,000-$168,200
• US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $121,000-$151,400

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Mercury is actively becoming a bank. The controls you design, the procedures you write, and the evidence you build will be reviewed by regulators as part of that process. This is not process improvement at an established lender. It is foundational infrastructure for a new institution, and the commercial lending operation Mercury runs will reflect what you design.

As a Senior Credit Operations Analyst - Loan Operations, you will own loan booking, quality control, disbursements, payoffs, lien tracking, and reconciliation, establishing single-point ownership over activities currently distributed across multiple teams. You will design and implement a formal quality control function between underwriting approval and loan booking, establishing a control layer that scales with Mercury's credit products and regulatory obligations. You will build scalable, bank-grade workflows for each stage of the loan servicing lifecycle. You will design operational infrastructure for Standby Letters of Credit, including collateral controls, contingent liability tracking, and release procedures. You will translate operational requirements into system specifications, test plans, and user acceptance criteria in partnership with development teams. You will establish procedural documentation, SLAs, and control frameworks that hold up to regulatory examination. You will build and maintain loan tapes and operational reporting across the portfolio. You will contribute to standing up the broader credit program ahead of bank launch, including operational standards, procedures, controls, and exam-readiness documentation.

Ideal candidates will have 5+ years of experience across banking, fintech, or private credit operations. An inclusive 2+ years of experience in credit operations or loan servicing is preferred. Comfortable building in ambiguity and operating in a 0-to-1 environment. Strong written communication: the documentation you produce will be reviewed by bank regulators. It must be precise, defensible, and clear enough that an operator can follow it and an examiner can evaluate it. Experience owning core servicing workflows: booking, disbursements, payoffs, collateral management, or reconciliation. Experience translating operational requirements into system specifications or partnering with product and engineering teams on system design. Prior experience working in full-cycle credit management (origination, portfolio management, workout, etc.) is a plus. SQL and data skills are useful but not required.

The total rewards package at Mercury includes base salary, equity (stock options), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

US employees in New York City, Seattle, Los Angeles or San Francisco: $132,400 - $165,500

US employees outside of New York City, Seattle, Los Angeles or San Francisco: $119,200 - $149,000

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You will bring clarity to ambiguity. You will translate complex enterprise problems into structured, Hebbia-driven solution approaches that executives can confidently act on. At the same time, you will design tailored AI-powered workflows and evaluations that validate impact, reduce decision risk, and strengthen the commercial narrative.

You will operate as a trusted advisor to sophisticated buyers navigating ambiguity, risk, and scale. Your job is to clarify thinking, reduce decision risk, and prove value in environments where accuracy, speed, and explainability matter.

Key responsibilities include:

• Owning technical strategy from discovery through close in complex enterprise sales cycles
• Leading rigorous technical discovery to understand workflows, data realities, constraints and executive success criteria
• Translating ambiguous customer challenges into clear structured Hebbia solution frameworks
• Designing and configuring tailored AI-powered workflows to prove differentiated value during evaluations
• Delivering high-stakes live demos and technical discussions with senior stakeholders
• Surfacing risks early, challenging assumptions, and shaping mitigation strategies that accelerate deal progression
• Partnering closely with Sales to increase win rates, deal velocity, and executive confidence
• Providing structured product feedback that sharpens positioning and informs roadmap decisions

Requirements include:

• 5+ years in a customer-facing technical role within complex enterprise sales environments (Solutions Engineering, Sales Engineering, Consulting, Implementation, or similar)
• Deep experience with AI systems, data platforms, LLM-based workflows or decision intelligence platforms
• Demonstrable executive presence, able to earn trust from C-Suite practitioners
• Strong at structuring ambiguous problems into clear, defensible solution approaches
• Strong preference for experience selling to or performing Analyst roles in Banking, Asset Management, Private Markets, Legal or Enterprise Knowledge teams in complex enterprise environments
• Comfortable operating in high-expectation, performance-driven environments

Compensation includes a 70:30 split between team and individual performance, with a combined base + bonus compensation range of $150,000 - $200,000 + competitive equity.

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You will bring clarity to ambiguity. You will translate complex enterprise problems into structured, Hebbia-driven solution approaches that executives can confidently act on. At the same time, you will design tailored AI-powered workflows and evaluations that validate impact, reduce decision risk, and strengthen the commercial narrative.

You will operate as a trusted advisor to sophisticated buyers navigating ambiguity, risk, and scale. Your job is to clarify thinking, reduce decision risk, and prove value in environments where accuracy, speed, and explainability matter.

Key responsibilities include owning technical strategy from discovery through close in complex enterprise sales cycles, leading rigorous technical discovery to understand workflows, data realities, constraints and executive success criteria, translating ambiguous customer challenges into clear structured Hebbia solution frameworks, designing and configuring tailored AI-powered workflows to prove differentiated value during evaluations, delivering high-stakes live demos and technical discussions with senior stakeholders, surfacing risks early, challenging assumptions, and shaping mitigation strategies that accelerate deal progression, partnering closely with Sales to increase win rates, deal velocity, and executive confidence, providing structured product feedback that sharpens positioning and informs roadmap decisions.

Required skills include 5+ years in a customer-facing technical role within complex enterprise sales environments, deep experience with AI systems, data platforms, LLM-based workflows or decision intelligence platforms, demonstrable executive presence, able to earn trust from C-Suite practitioners, strong at structuring ambiguous problems into clear, defensible solution approaches, strong preference for experience selling to or performing Analyst roles in Banking, Asset Management, Private Markets, Legal or Enterprise Knowledge teams in complex enterprise environments, comfortable operating in high-expectation, performance-driven environments.

Benefits include unlimited PTO, medical, dental, vision, 401K, wellness benefits, catered lunch daily, doordash dinner credit, parental leave policy, fertility benefits, and a competitive equity package with unmatched upside potential.

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This is a senior, client-facing role suited for experienced investment bankers, institutional investors, corporate lawyers, accountants, management consultants or corporate finance executives who can engage at the highest levels of the industry and translate complex business needs into transformative AI solutions.

Your key responsibilities will include:

• Owning end-to-end strategic relationships with Hebbia's largest clients across investment banking, private equity, private credit, traditional asset managers, hedge funds, professional services firms (consulting, accounting, insurance, law), and Fortune 500 corporate finance.

• Acting as a trusted advisor to senior executives, helping them identify needle-moving use cases where Hebbia can deliver step-change efficiency and insight.

• Driving customer value and commercial growth by managing account plans, leading enterprise sales motions, and expanding Hebbia's footprint across global organizations.

• Architecting adoption playbooks, defining best practices for change management, stakeholder alignment, and quantifying ROI at scale.

• Partnering cross-functionally with Product, Engineering, and Sales to translate client needs into product roadmap and co-develop new solutions.

• Shaping Hebbia's go-to-market strategy by codifying learnings and playbooks from our most strategic accounts.

To succeed in this role, you will need:

• 10+ years of experience in investment banking, institutional investments or investment research, professional services (accounting, consulting, insurance, corporate law), or Fortune 500 corporate finance roles with significant client-facing responsibilities.

• Deep AI curiosity is a must, AI native fluency is a big plus.

• Proven ability to manage and grow enterprise-level client relationships across complex, global organizations.

• Commercial mindset with a track record of driving revenue growth through investment outcomes, relationship management, consultative sales, or advisory roles.

• Strong vertical knowledge across multiple areas of the broad finance ecosystem.

• Strategic thinker with the ability to identify and quantify high-impact use cases and translate them into scalable solutions.

• Exceptional communication skills; able to engage credibly with C-suite executives, senior stakeholders, and technology or AI leaders alike.

• Entrepreneurial spirit and comfort operating in a high-growth, fast-changing environment.

• Comfortable and excited about in-person, in-office work 5 days/week in our SoHo NYC office.

OTE compensation range for this position is set between $200,000 - $275,000 (combination of base salary and bonus). However, adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. This position is eligible for a competitive equity grant with upside potential.

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Responsibilities

• Support and drive performance strategy across a multifamily and mixed-use portfolio; track NOI, occupancy, and key operational metrics against budget and underwriting
• Serve as a cross-functional connector between asset management, finance, legal, and operations , owning follow-through on priorities and initiatives
• Build and maintain financial models, investor reporting, and performance analyses; translate data into clear narratives for leadership and capital partners
• Partner with property teams to execute on leasing strategy, CapEx plans, and operational improvements
• Identify and surface risks, opportunities, and inefficiencies across the portfolio; bring structure and rigor to ambiguous problems
• Take on high-priority special projects as directed , from acquisitions to lender communications to operational buildouts

Ideal Background

• 3–6+ years of experience in investment banking, management consulting, private equity, or a similar analytical, fast-paced environment
• MBA or equivalent degree is preferred
• Entrepreneurial mindset , prior exposure to startups, operating roles, or building something from scratch is a strong plus
• High energy, self-starter who wants to be in the room where decisions are made , not just advising from the sidelines
• Exceptional at financial modeling, Excel, and structured problem-solving
• Genuine curiosity about real estate operations and a desire to learn the business end-to-end
• Comfortable with ambiguity and rapid context-switching; institutional discipline without institutional inertia

Additional Information Benefits • Comprehensive benefits package (Medical / Dental / Vision / Disability / Life) • Paid time off and 13 paid holidays • 401(k) retirement plan • Healthcare and Dependent Care Flexible Spending Accounts (FSAs) • Access to HSA-compatible plans • Pre-tax commuter benefits • Employee Assistance Program (EAP), free therapy through SpringHealth, acupuncture, and other wellness offerings

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Our ideal candidate has 1-3 years of professional experience in investment banking, private equity, or commercial real estate finance, expert-level Excel skills, and a basic understanding of real estate, property values, and related investment concepts. You should be able to write clearly and design professional collateral that tells a compelling investment story, have a proactive mindset and the ability to manage multiple tight deadlines without sacrificing attention to detail, and conduct business with the highest level of integrity and professionalism.

The target annual salary for this role is $90-115k, plus equity and benefits (medical/dental/vision insurance, 401k, and unlimited PTO).

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You will be responsible for generating new revenue opportunities, as well as driving organic revenue by growing and protecting wallet share. Regional Institutional Managers at Anchorage Digital are expected to be ambassadors for the company and our industry, building Anchorage Digital's reputation as a trusted partner.

Members of the team are expected to work in a collaborative manner with their peers across the team as well as the broader organization, sharing insights, solving problems, and driving new initiatives that will serve the needs of our clients and attract new customers to the platform.

Skills required include professional communication, negotiation, creative thinking, and problem-solving. As a Regional Institutional Manager team member, you will be expected to develop account plans and strategies to drive revenue growth, build and maintain a robust pipeline, and provide visibility into the opportunities using our CRM system.

In addition to managing your portfolio of clients, you will also be involved in helping to drive the broader sales efforts around our stablecoin issuance and cross-border settlement strategy.

We are looking for a highly motivated and experienced regional financial institution sales representative to join our team, and drive new business from institutional clients active in the digital asset industry, particularly the stablecoins space. Must be based in New York City and available to come in-office.

Technical Skills:

• Direct industry experience in financial services; within a bank, payment service provider, clearing network.
• Strong technical knowledge and passion for stablecoins and banking. Some exposure/interest in blockchain and cryptocurrencies preferred.
• Apply analytical and problem-solving skills to identify ways to leverage the Anchorage platform to solve problems for clients and demonstrate our value proposition.
• Originate and close a pipeline of opportunities, with a nexus to Stablecoin, as well as cross-sell across Anchorage Digital's other business lines (regulated custody, self-custody, staking, brokerage, etc.) and build meaningful long-term relationships with our clients.
• Resolve a wide range of client issues in creative ways, suggesting different potential approaches and adapting to dynamic circumstances.
• Serve as the primary point of contact and trusted advisor for a portfolio of our treasury clients. Develop a deep understanding of their strategic priorities, technical roadmaps, and pain points.
• Structure and negotiate bespoke, multi-product commercial agreements. Focus on stablecoins, but cross-sell will include everything from banking and treasury management mandates to complex ecosystem investments and TVL strategies.

Complexity and Impact of Work:

• Drive sales in your geographic region for Anchorage Digital, originating new mandates for stablecoins across business lines and client types.
• Apply judgment in evaluating deals and presenting the right course of action, which could involve restructuring pricing proposals, operational solutions, etc.
• Work autonomously, defining priorities to grow and protect revenue by applying creative problem-solving skills with minimal supervision.
• Take full responsibility to drive the entire lifecycle of a deal, from origination to closure and execute deals decisively with optimal revenue outcomes for the firm.
• Proactively identify new opportunities and maintain a robust pipeline with minimal intervention, serving as the regional expert.
• Lead client or product-specific campaigns or projects that will drive new business and enhance the Anchorage Digital offering.
• Collaborate across all departments, from legal to product, client experience, compliance, etc. to effectively close deals and provide the best experience to our clients.
• Work with Stablecoins and Institutional Sales senior management to create a targeted strategy for your region, leveraging all of the internal resources available, from marketing, to business operations and client experience.
• Act as a brand ambassador for Anchorage Digital, participating in industry events, building a network of clients and industry peers.

Organizational Knowledge:

• Be a critical source of client insights and market intelligence, helping inform our product roadmap and business plan.
• Understand how the company's priorities relate to our customer segments and product offerings, and source opportunities to drive revenue that supports the priorities of the firm.
• Partner closely with Stablecoin product to share client feedback and represent the interests of our clients in your region.

Communication and Influence:

• Excellent communication skills and sales acumen.
• Fluent command of English.
• Strong executive presence and ability to articulate Anchorage Digital's unique value proposition.
• Enhance relationships and your network with senior internal and external stakeholders that impact the success of your team.

Although not a requirement, bonus points if:

• 8+ years experience in B2B institutional sales or relationship management, within financial services, digital assets, and/or SaaS, with a strong track record of closing deals and hitting targets.
• A strong network of institutional financial clients.
• Experience working with banks and other financial institution clients.

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You are also responsible for generating new revenue opportunities, as well as driving organic revenue by growing and protecting wallet share. Regional Institutional Managers at Anchorage Digital are expected to be ambassadors for the company and our industry, building Anchorage Digital’s reputation as a trusted partner.

Members of the team are expected to work in a collaborative manner with their peers across the team as well as the broader organization, sharing insights, solving problems and driving new initiatives that will serve the needs of our clients and attract new customers to the platform.

Skills required include professional communication, negotiation, creative thinking and problem solving. As a Regional Institutional Manager team member, you are expected to develop account plans and strategies to drive revenue growth, build and maintain a robust pipeline, and provide visibility into the opportunities using our CRM system.

In addition to managing your portfolio of clients, you will also be involved in helping to drive the broader sales efforts around our stablecoin issuance and cross border settlement strategy.

We are looking for a highly motivated and experienced regional financial institution sales representative to join our team, and drive new business from institutional clients active in the digital asset industry, particularly the stablecoins space.

Technical Skills:

• Direct industry experience in financial services; within a bank, payment service provider, clearing network.
• Strong technical knowledge and passion for stablecoins and banking. Some exposure/interest in blockchain and cryptocurrencies preferred.
• Apply analytical and problem solving skills to identify ways to leverage the Anchorage platform to solve problems for clients and demonstrate our value proposition.
• Originate and close a pipeline of opportunities, with a nexus to Stablecoin, as well as cross sell across Anchorage Digital’s other business lines (regulated custody, self custody, staking, brokerage etc) and build meaningful long term relationships with our clients.
• Resolve a wide range of client issues in creative ways, suggesting different potential approaches and adapting to dynamic circumstances.
• Serve as the primary point of contact and trusted advisor for a portfolio of our treasury clients. Develop a deep understanding of their strategic priorities, technical roadmaps, and pain points.
• Structure and negotiate bespoke, multi-product commercial agreements. Focus on stablecoins, but cross sell will include everything from banking and treasury management mandates to complex ecosystem investments and TVL strategies.

Complexity and Impact of Work:

• Drive sales in the Middle East region for Anchorage Digital, originating new mandates for stablecoins across business lines and client types.
• Apply judgment in evaluating deals and presenting the right course of action, which could involve restructuring pricing proposals, operational solutions, etc.
• Work autonomously, defining priorities to grow and protect revenue by applying creative problem solving skills with minimal supervision.
• Take full responsibility to drive the entire lifecycle of a deal, from origination to closure and execute deals decisively with optimal revenue outcomes for the firm.
• Proactively identify new opportunities and maintain a robust pipeline with minimal intervention, serving as the regional expert.
• Lead client or product specific campaigns or projects that will drive new business and enhance the Anchorage Digital offering
• Collaborate across all departments, from legal to product, client experience, compliance etc. to effectively close deals and provide the best experience to our clients.
• Work with Stablecoins and Institutional Sales senior management to create a targeted strategy for the [Region], leveraging all of the internal resources available, from marketing, to business operations and client experience.
• Act as a brand ambassador for Anchorage Digital, participating in industry events, building a network of clients and industry peers.

Organizational Knowledge:

• Regional Institutional Managers are a critical source of client insights and market intelligence, helping inform our product road map and business plan.
• Understand how the company’s priorities relate to our customer segments and product offerings, and source opportunities to drive revenue that supports the priorities of the firm.
• Partner closely with Stablecoin product to share client feedback and represent the interests of our clients in your region.

Communication and Influence:

• Excellent communication skills and sales acumen.
• Fluent command of English. Fluency in the regional language(s).
• Strong executive presence and ability to articulate Anchorage Digital’s unique value proposition.
• Enhance relationships and your network with senior internal and external stakeholders that impact the success of your team.

Although not a requirement, bonus points if:

• 8+ years experience in B2B institutional sales or relationship management, within financial services, digital assets and/or Saas, with a strong track record of closing deals and hitting targets.
• A strong network of institutional financial clients.
• Experience working with banks and other financial institution clients.

Additional Information About Anchorage Digital:

Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower individuals and businesses to participate in the digital economy.

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You are responsible for generating new revenue opportunities, as well as driving organic revenue by growing and protecting wallet share. Regional Institutional Managers at Anchorage Digital are expected to be ambassadors for the company and our industry, building Anchorage Digital’s reputation as a trusted partner.

Members of the team are expected to work in a collaborative manner with their peers across the team as well as the broader organization, sharing insights, solving problems and driving new initiatives that will serve the needs of our clients and attract new customers to the platform.

Technical skills required include professional communication, negotiation, creative thinking and problem solving. As a Regional Institutional Manager team member, you are expected to develop account plans and strategies to drive revenue growth, build and maintain a robust pipeline, and provide visibility into the opportunities using our CRM system.

In addition to managing your portfolio of clients, you will also be involved in helping to drive the broader sales efforts around our stablecoin issuance and cross border settlement strategy.

We are looking for a highly motivated and experienced regional financial institution sales representative to join our team, and drive new business from institutional clients active in the digital asset industry, particularly the stablecoins space.

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We are building infrastructure that enables the world's largest financial institutions,banks, broker-dealers, fintechs, and payments companies,to offer digital asset services to their end clients. Think banking-as-a-service, but for crypto custody, trading, staking, and more.

This is an opportunity to grow as an engineer while contributing to a platform that will power the next generation of institutional digital asset adoption. You'll work at the intersection of cutting-edge crypto technology and the rigorous standards required by regulated financial services.

As an engineer on this team, you will contribute to the technical direction of our infrastructure services platform, collaborate with experienced engineers, and help build critical systems. You'll own features from development through deployment and deepen your expertise in financial infrastructure.

Technical Skills:

• Develop and maintain infrastructure that powers digital asset custody, trading, staking, and settlement for enterprise financial institutions
• Contribute to virtual accounting layers, API integrations, and multi-tenant platform architectures with guidance from senior engineers
• Write clear, concise, tested code and participate in code reviews to improve engineering practices
• Build understanding of security, reliability, and testing best practices in a regulated environment

Complexity and Impact of Work:

• Take ownership of the full lifecycle of features,from development through deployment,with increasing autonomy over time
• Apply problem-solving skills to troubleshoot issues, document technical improvements, and contribute to solutions
• Contribute to cross-functional projects and collaborate with adjacent teams to deliver on platform goals
• Participate in on-call rotation to provide product support for the software and infrastructure the team owns

Organizational Knowledge:

• Understand how Anchorage's company priorities relate to your area of work and clearly communicate the 'why' behind the work
• Work closely with compliance, legal, and security teams to understand regulatory requirements affecting the platform
• Participate in the hiring process through referrals, conducting interviews, or attending recruiting events

Communication and Influence:

• Communicate clearly and proactively share updates that impact colleagues, managers, and leads
• Contribute actively to team discussions and problem-solving efforts
• Collaborate with your team and adjacent teams to solve problems, and assist or teach other team members when possible

You may be a fit for this role if you have:

• 2-5 years of professional experience building backend services and distributed systems
• Experience contributing to customer-facing APIs or multi-tenant platform architectures
• Familiarity with cloud-native microservices (we use GCP, but experience with other cloud providers is sufficient)
• A track record of writing automated tests alongside your features and supporting production systems
• Experience participating in on-call support and incident response for production systems
• Strong computer science fundamentals (algorithms, data structures, systems design),formal CS degree not required
• A genuine interest in code quality, infrastructure reliability, and security
• The ability to prioritize end-user experience and business value

Although not a requirement, bonus points if:

• Professional experience with C++, Go, or Rust
• Experience with Kubernetes and container orchestration
• Exposure to ledger systems, virtual accounting layers, or custody infrastructure
• Background in financial services, fintech, or banking-as-a-service platforms
• Experience with system security (authentication, authorization, identity management)
• Familiarity with regulatory requirements for financial institutions (SOC 2, bank examinations, etc.)
• Interest in or exposure to the cryptocurrency or digital assets industry

Additional Information About Anchorage Digital:

Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem.

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