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Fintech • Software • Financial Services
Perform prospecting and in-person/phone payroll sales presentations to small and mid-sized businesses, manage leads and client records in Atlas CRM, collaborate with PDM/PTM, close sales, meet production targets, and spend at least 50% of time in the field.
Fintech • Software • Financial Services
The Client Advisor drives business growth through client relationship management, sales strategy, and pipeline development, requiring adaptability and a strong understanding of market dynamics.
Fintech • Software • Financial Services
The Sales Compensation Business Partner manages escalations, communicates payout plans, delivers training, gathers feedback, and provides insights on sales operations.
Fintech • Software • Financial Services
Sell Auris payroll and HCM solutions to small and mid-sized businesses through prospecting, phone and in-person presentations, and closing deals. Use Atlas CRM for lead generation, presentations, and contract processing. Train and coach Payroll Client Advisors, maintain client records, meet production targets, and provide regular updates to the Payroll Division Manager.
Fintech • Software • Financial Services
The Director of Product Marketing will define and lead the product narrative, market segmentation, positioning, and messaging architecture, ensuring offerings are differentiated and aligned with priority buyers. They will collaborate with Product, Sales, and Marketing to effectively communicate value propositions and inform product strategy.
Fintech • Software • Financial Services
The Client Advisor will lead client engagements focusing on insurance and benefits strategies, utilizing sales techniques to meet client needs and achieve high sales performance.
Fintech • Software • Financial Services
Manage pending life, disability, long-term care, and annuity cases from intake through policy delivery. Coordinate with underwriters, advisors, and clients, negotiate underwriting terms, document commissions, ensure compliance with state/new business requirements, and develop internal communication and education tools.
Fintech • Software • Financial Services
The Account Manager serves as the primary contact for clients, ensuring service quality, processing insurance, and delivering strong customer experiences while managing account renewals and client changes.
Fintech • Software • Financial Services
This role leads the execution of new business and renewal processes for commercial insurance accounts, overseeing timelines, negotiations, and proposals, while strategizing placements and mentoring the team.
Fintech • Software • Financial Services
The Senior Analyst will manage federal and state tax compliance, assist in tax provision processes, handle audits, and support tax planning in a fintech environment.
Fintech • Software • Financial Services
Manage and grow a commercial client portfolio by delivering customized insurance and fintech solutions, meeting sales targets, negotiating with carriers, preparing proposals and binders, handling underwriting data and claims coordination, and serving as a technical expert to resolve complex client issues.
Fintech • Software • Financial Services
The Senior Analyst will provide escalated support for enterprise applications, monitor performance, collaborate with stakeholders, and manage incident and change processes.
Fintech • Software • Financial Services
The Client Advisor delivers insurance and advisory strategies to clients, focusing on reducing dependency and boosting performance through consultative selling and client presentations.
Fintech • Software • Financial Services
The Project Manager will lead Workday Financials implementation projects, ensuring smooth delivery, stakeholder engagement, and compliance, while incorporating change management activities.
Fintech • Software • Financial Services
The Account Executive will manage and grow a portfolio of commercial clients, providing tailored insurance solutions, negotiating terms, and ensuring compliance while delivering exceptional service.
Fintech • Software • Financial Services
The Project Manager will lead Workday Financials implementation projects, manage stakeholders, integrate change management, and oversee project delivery.
Fintech • Software • Financial Services
The Payroll Territory Manager is responsible for prospecting, presenting payroll solutions, and closing sales with small to mid-sized businesses while training Field Sales Representatives.



