Jobs

Account Executive

You will be responsible for developing and maintaining existing customer relationships while leading the prospects to full adoption of our product. Will be expected to facilitate customer demos and be an expert on our product.

Enterprise/Mid Market Account Executive

You the strategic lead who navigates complex organizational hierarchies and multi-stakeholder decision cycles to transform high-value prospects into long-term institutional partners.

Sales Engineer

You are the technical architect of the deal, responsible for translating complex product capabilities into tailored solutions that clear technical hurdles and win the trust of a prospect's IT and Security leadership.

Technical Support Specialist

You are a Technical Support Specialist who is part detective and part educator. .

Customer Success Rep

You will be responsible for developing and maintaining existing customer relationships while leading the prospects to full adoption of our product. Will be expected to facilitate customer demos and be an expert on our product.

SDR Lead

SDR Team Lead responsible for coaching a high-performing outbound team while personally prospecting and generating enterprise pipeline in the FinTech and advisor technology space.

Sales Development Rep

You will be responsible for generating new business opportunities by reaching out to our ideal customer profiles. You will work closely with Sales and Marketing to determine what is working and what is not.

Partner Relationship Manager

You will be responsible for developing and maintaining relationships with various Go To Market Partners including Broker Dealers, TAMPs, FMOs, Consultants, Integrators, Financial/Bank Institutions, and various Technology/ISV Ecosystem Vendors.

Technical Product Manager

You a persona-driven architect of efficiency who deeply internalizes the daily workflows of financial professionals to design high-impact automations, possessing the technical agility to translate complex user needs into robust system logic and the hands-on skills to personally polish the final product.

Full Stack Engineer

You are a pragmatic builder who navigates the entire lifecycle of a feature - from architecting scalable PostgreSQL schemas and high-volume async backends to crafting intuitive React interfaces - prioritizing the slope of their learning and real-world utility over over-engineered abstractions.