Looking to move to Carlsbad and want to connect with local employers? Fill out this form and we’ll help you get recruited.
Axos Bank Target Range: $70,304.00/Yr. - $120,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The Assistant Vice President (AVP), Portfolio Manager is responsible for the ongoing credit oversight, risk management, and performance monitoring of a portfolio of commercial loans to operating companies. Commercial Client Lending provides traditional commercial banking credit solutions to middle market and commercial clients across a diverse range of industries. The AVP serves as a senior credit partner to Relationship Management, Credit Administration, and Operations, with accountability for proactive portfolio surveillance, covenant compliance, risk escalation, and execution of portfolio actions. The portfolio includes senior secured and unsecured credit facilities such as revolving lines of credit, term loans, and other structured commercial lending products. This role requires independent credit judgment, leadership in risk management activities, and direct involvement in regulatory, audit, and loan review processes. Responsibilities: Oversee and manage assigned commercial loan portfolio, including payment performance, maturities, covenant compliance, collateral monitoring, and documentation requirements Perform ongoing credit risk assessments and proactively identify emerging risks, adverse trends, and borrower-specific issues Review, approve, and escalate covenant breaches, policy exceptions, waivers, and risk rating changes in accordance with delegated authorities Lead portfolio support for renewals, amendments, extensions, and restructurings, partnering closely with Relationship Managers and Credit Provide senior-level support for periodic loan reviews, including independent financial analysis and risk rating recommendations Prepare and deliver portfolio reporting, risk summaries, and management updates for senior management, committees, and regulators Coordinate and respond to audit, regulatory, and internal review requests, ensuring timely and accurate documentation Ensure data integrity, ownership, and consistency across loan systems including nCino and related platforms Identify process gaps and lead initiatives to enhance reporting, controls, and portfolio management practices Serve as a subject matter resource and mentor to Portfolio Analysts and junior team members Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or advanced credential a plus) Minimum 6–10+ years of experience in commercial portfolio management, credit analysis, or commercial lending Strong understanding of commercial credit structures, cash flow analysis, collateral, and covenant frameworks Demonstrated ability to exercise sound credit judgment and operate independently within policy and authority limits Advanced Excel skills; experience with credit and loan systems such as nCino, Moody’s, or similar platforms preferred Proven ability to manage multiple priorities, meet deadlines, and communicate effectively with senior stakeholders Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. E-Verify and Right to Work Notices Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish)
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Are you interested in being part of a National Practice in a premier Risk Services Practice? If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! What you’ll do: Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals Coordinate firm resources to ensure the best products and services are provided to clients Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement Think independently and strategically about your clients’ business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes and business objectives Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service Lead professional and effective presentations to internal and external audiences Qualifications Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically: Bachelor’s Degree in Accounting, Accounting Information Systems, or related program CPA or CIA designation(s) required Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the technology, real estate, life sciences, financial services or healthcare preferred Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue Proven track record of new business development Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Ability to travel as needed for client engagements
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Are you interested in being part of a National Practice in a premier Risk Services Practice? If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! What you’ll do: Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals Coordinate firm resources to ensure the best products and services are provided to clients Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement Think independently and strategically about your clients’ business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes and business objectives Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service Lead professional and effective presentations to internal and external audiences Qualifications Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically: Bachelor’s Degree in Accounting, Accounting Information Systems, or related program CPA or CIA designation(s) required Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the technology, real estate, life sciences, financial services or healthcare preferred Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue Proven track record of new business development Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Ability to travel as needed for client engagements
Join the Shoreline Dental Studio Team — Where Career Meets Coastal Living Ready to love where you work? At *Shoreline Dental Studio*, we’re more than a top-rated dental practice — we’re a team of passionate, purpose-driven people who care deeply about our patients, our community, and each other. *Apply now:* shorelinedentalstudio.com/join-our-team *Why You’ll Love Working With Us:* * *Work with meaning:* Be part of a team that truly makes a difference — in patients’ lives and in the community. * *Career growth that’s real:* We’re big on mentoring, promoting from within, and helping you level up your skills (and your income). * *Ocean vibes, every day:* Enjoy your lunch with an ocean view or take a walk to the beach to recharge. * *Competitive pay + awesome benefits:* Medical, family dental care, paid time off, monthly childcare stipend, and performance-based income — because we believe in taking care of our people. * *Community + connection:* From outreach events to team celebrations, we love giving back and having fun together. * *Tech-forward tools:* You’ll have access to cutting-edge dental technology that makes your job easier and more rewarding. * *Work-life balance that actually exists:* We get it — personal time matters. *What Makes Shoreline Different:* We’re not just another dental practice — we’re a *12x “Best in San Clemente”* award winner and proud to be recognized as one of *America’s Fastest-Growing Private Companies (INC. 5000)* and a *Best Place to Work in Orange County & SoCal* three years running. We believe success happens when great people are supported, challenged, and inspired — and that’s exactly what we do here. *Who We’re Looking For:* If you’re positive, driven, and love connecting with people — we’d love to meet you. No dental experience? No problem. If you’ve got the right attitude and a hunger to learn, we’ll help you grow into a rewarding career. *Sound like you?* Check out shorelinedentalstudio.com/join-our-team or search *#shorelinecareers* on social to hear what our team has to say! Job Type: Full-time Pay: From $55,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Dependent care reimbursement * Dependent health insurance coverage * Disability insurance * Employee discount * Employee mentoring program * Financial planning services * Flexible schedule * Flexible spending account * Health insurance * Health savings account * Life insurance * Loan repayment program * On-the-job training * Opportunities for advancement * Paid orientation * Paid sick time * Paid time off * Paid training * Professional development assistance * Referral program * Retirement plan * Tuition reimbursement * Uniform allowance * Vision insurance Application Question(s): * Tell us about a time at work when you demonstrated an ownership mindset. Please include the situation, what you personally did (even if it wasn't your responsibility) and the outcome / impact. * If you were given $10,000 to benefit others (not yourself), please tell us one specific person, group, or organization you would support. Why does this cause matter to you personally? * What is something about you, that isn’t on your resume, that helps us understand who you are as a person? Please share a brief story, example, or detail that explains why it’s meaningful to you. Work Location: In person
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Sr. Systems Administrator, IBMi plays an important role in the organization by performing a number of activities related to the company’s Information Technology functions. The role is primarily responsible, under general to intermittent supervision, for helping ensure the functionality of company software and IT systems. The Sr. System Administrator, IBMi installs software releases and system upgrades, evaluates and installs patches, resolves issues, maintains data backups, monitors system configuration, and performs other similar tasks. The Sr. System Administrator, IBMi assists with projects related to his/her functional area by performing related IT tasks as assigned. Essential Functions Install software and provide support of applications residing on servers as needed. Analyze and monitor network security access, conducting user access reviews as necessary. Assist in maintaining policies, practices, and SOX controls related to field of expertise; properly document policies, practices, and controls for future reference, updating information as needed. Ensure adequate backup and replication of all systems under direction from the IBM Systems Manager. Provide storage area network (SAN) support under direction from the IBM Systems Manager. Use expertise to support and provide guidance to Helpdesk and PC Specialists; help resolve escalated issues as needed. Assist with desktop related support and configuration tasks under the direction of the PC Manager. Monitor / maintain Production, HA and DR systems – backups, patching, storage, other duties as needed Develop and distribution performance reporting using IBM tools Perform off hours work and other duties as business needs arise. Qualifications Bachelor’s degree or equivalent computer-related degree from a technical school, or similar training, along with a minimum of five year of experience in system administration related role(s). Good understanding of technical equipment and software packages. Good understanding with: IBM AS/400, IBM iSeries, IBM Power 10 EMC SAN and storage devices, IBM DS8000 Storage VTL backups, BRMS, cluster environment Performance monitoring Apache Servers IBM Web services System maintenance (IPL, PTF, SAVSYS....) CL programming a plus Knowledge of IT security best practices. An understanding of COBIT, ISACA, SANS Frameworks Self-starter with the demonstrated ability to learn/adapt to new technologies and techniques. Ability to organize and manage multiple priorities simultaneously in a fast-paced, deadline-driven environment. Excellent verbal and communication skills required. Passionate about delivering excellence in customer service within a team environment. Ability to read, analyze, and interpret general business/technological periodicals, procedures, and journals. Ability to write procedure manuals. Ability to be patient and train less experienced team members; respond to questions, build capability. Ethical, with a commitment to company values. Supervision General to intermittent supervision, depending on experience Uses sound judgment in executing core job responsibilities, considering downstream impact Travel: 0 - 10% Requirements Physical: Work is primarily sedentary; occasionally walks and/or stands. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment – no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package, including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. Targeted Salary Range: $94,000 - $136,000 annually Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location. REQ#: SRSYS018020
Overview Overview Intuit is expanding its social, mobile, and global footprint with a full suite of products and services that are revolutionizing the industry. Utilizing design for delight and lean startup methodologies, our entrepreneurial employees have brought more than 250 innovations to market from QuickBooks®, Quicken®, and TurboTax®, big data, cloud (SaaS, PaaS) and mobile apps. The breadth and depth of these customer-driven innovations mean limitless opportunities for you to turn your ingenious ideas into reality at Intuit. Come Join the Intuit AML Compliance Office This role will be part of the Anti-Money Laundering (AML) compliance team within Compliance that is in the overall Legal organization. The AML compliance program is global and covers the breadth of the AML-regulated products and services of Intuit Inc., and its regulated subsidiaries. The compliance ecosystem is maturing, and we are a hard-working, dedicated and growing team that enjoys working together and with the various business units at Intuit to best serve our customers’ needs. If you are passionate about innovation, solving tough customer challenges, and thrive in a fast-paced environment then come join our team! The Senior Manager, KYC Compliance Program, will report to the AML Officer and serve as the second-line owner of Intuit’s enterprise KYC/KYB compliance framework. This leader is accountable for the design, governance, and ongoing effectiveness of KYC controls across all regulated fintech products and jurisdictions. This role owns the full customer lifecycle compliance framework—including onboarding (CIP), customer due diligence (CDD), customer risk rating (CRR), Enhanced Due Diligence (EDD), Politically Exposed Person (PEP) identification and management, periodic KYC refresh, and event-driven reviews. The KYC Program Compliance Manager will provide strategic guidance to Product, Engineering, Operations, Risk, and business leaders to ensure compliance-by-design in new product launches, feature enhancements, and remediation initiatives. The scope of this role encompasses both KYC and Know Your Business (KYB) compliance processes for both consumer and business facing products respectively including payments, billpay, payroll, consumer and small business lending, cross border transactions and business credit cards among others. This is a hands-on role involving direct people leadership. The successful candidate will oversee KYC compliance professionals and be accountable for building a high-performing, scalable Know Your Customer (KYC) program. This program must be aligned with both regulatory expectations and sponsor bank requirements. We believe diversity and inclusion among our teammates produces better results and is critical to our success as a global company. We are committed to recruiting, developing, and retaining the most talented people from a diverse candidate pool. Responsibilities Scope & Impact Enterprise ownership of KYC controls across multiple regulated fintech products Coverage across US and international jurisdictions Oversight of onboarding and ongoing due diligence for millions of consumer and business customers Collaborate and provide guidance cross-functionally to product, engineering, and business teams. Direct management of a lean and agile KYC team Critical interface with sponsor banks and regulators How you will lead Enterprise Program Ownership Own and govern Intuit’s enterprise KYC and KYB compliance framework across multiple fintech product verticals and jurisdictions for both consumer and business customers (tax refund products, payments, bill pay, consumer/commercial lending, payroll, direct deposit account, cross-border activity, business credit cards) Establish and maintain KYC program governance, including policies, standards, procedures, risk assessments, control inventories, and documented oversight routines. Define, monitor, and report on KYC program health metrics, key risk indicators (KRIs), and control effectiveness measures to senior leadership. Own issue identification, root cause analysis, and corrective action planning to ensure sustainable remediation and improved control effectiveness. Resolve audit findings and, partner cross-functionally, to ensure all operational processes related to KYC/KYB are aligned with compliance standards Be comfortable in a dynamic environment, operating through ambiguity and adaptable to evolving business priorities and changing the regulatory landscape Product and Business Enablement Advise Product, engineering, and business leaders on KYC/KYB requirements for new product launches and post-launch enhancements Embed compliance-by-design principles into onboarding flows and customer lifecycle management. Provide credible challenge and independent oversight to first-line operational processes. Risk-Based Frameworks Develop and implement risk-based approaches to meet CDD and EDD obligations. Own and continuously enhance the Customer Risk Rating (CRR) methodology, including periodic recalibration based on emerging risks, regulatory expectations, and business changes. Oversee PEP identification and governance processes, including escalation and disposition standards. Operational & Technology Strategy Partner cross-functionally to drive automation, artificial intelligence integration, and scalable solutions within the KYC lifecycle. Ensure technology solutions align with policy requirements and are subject to appropriate model risk governance and validation controls. Governance & Program Health Establish and maintain KYC program governance, including metrics, KRIs, control effectiveness monitoring, and executive reporting. Define and monitor KYC program health indicators and remediation tracking. Own and update KYC/KYB-related policies, standards, and procedures. Remediation & Issue Management Lead large-scale KYC remediation initiatives, including lookbacks and regulatory-driven corrective action plans. Oversee root cause analysis and sustainable corrective action design. KYC Regulatory & Sponsor Bank Engagement Act as the primary Know Your Customer (KYC) subject matter expert during all regulatory examinations and sponsor bank reviews. Lead and manage the KYC/KYB components of these engagements, which includes leading the production of necessary documentation, coordinating official responses, and overseeing the remediation of any identified issues. Proactively monitor regulatory developments and translate requirements into actionable program enhancements. Cross-Functional Leadership Provide credible challenges to product, operations, and engineering teams to ensure regulatory alignment. Partner with Product during design phases to embed compliant onboarding flows (“compliance by design”). People Leadership Directly manage and develop KYC compliance professionals, setting clear performance expectations and fostering a high-accountability culture. Proven experience leading and developing compliance professionals, specifically in Know Your Customer (KYC) programs, within a fast-paced or regulated fintech setting. Provide mentorship and subject matter leadership across the broader AML organization. Qualifications What you'll bring Minimum of ten (10) years of experience in an AML-related compliance role, or in a similar compliance function Minimum of seven (7)+ years of progressive KYC/KYB program ownership experience, including enterprise-level policy, standards, and control framework design. Demonstrated experience leading and developing high-performing compliance teams, including direct people management and performance oversight. Minimum of three (3) years’ direct experience with Enhanced Due Diligence in support of meeting regulatory requirements and sponsor bank obligations Experience leading and developing high-performing compliance teams. Experience designing, implementing, and enhancing Customer Risk Rating (CRR) methodologies and integrating risk segmentation into onboarding and ongoing due diligence processes. Experience leading large-scale KYC remediation programs, including lookbacks, consent order remediation, or sponsor bank-driven corrective actions. Experience interfacing directly with regulators and sponsor banks, including exam management and issue response. Direct experience conducting Politically Exposed Person (PEP) screening including governance, escalation protocols, and executive reporting Bachelor’s or advanced degree in a relevant field; or equivalent work experience. Knowledge of, and experience assessing, KYC and KYB verification vendors and tools Technical & Regulatory Expertise Strong knowledge of relevant AML and BSA laws and regulations and demonstrated in-house experience implementing and administering those requirements within a regulated fintech, MSB, or bank-partner environment. Knowledge of AML laws within the United States, Canada, European Union, United Kingdom, and Australia. Understanding of: Customer Identification Program (CIP) Ultimate Beneficial Ownership (UBO) Customer Due Diligence (CDD) Enhanced Due Diligence (EDD) Ongoing Monitoring & Refresh requirements Knowledge of and experience assessing KYC/KYB verification vendors and tools. Experience launching and scaling KYC/KYB frameworks for new products with a compliance-by-design and risk-based approach. Experience evaluating tools and solutions to innovatively solve complex compliance challenges. Ability to work independently – self-starter, enthusiastic and highly motivated. Strong analytical and problem-solving skills with the ability to exercise sound and balanced judgment. Experience evaluating tools and solutions to innovatively solve complex challenges. Excellent communication, interpersonal and writing skills. Strong organizational skills and attention to detail. Preferred: Familiarity with virtual currency-based products. Experience interpreting and analyzing data and making data-based decisions. Preferred experience working with querying and analytical tools and conducting data analysis (e.g., SQL, Python) Strong preference for KYC compliance knowledge covering the US, Canada, Europe, and Australia. Preferred: Virtual currency product familiarity SQL, Python, or data analytics experience ACAMS (CAMS), ACFE Certified Fraud Examiner (CFE), or International Compliance Association (ICA) certification preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at [1] Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Bay Area California $185,500- $251,000 Southern California $164,000- $221,500 New York $174,000- 235,500 Washington, DC $146,000- $197,500 References Visible links 1. https://www.intuit.com/careers/benefits/full-time-employees/ Mountain View $185500 - $251000 Atlanta, GA $146000- $197500 New York $174000- $235500 San Diego, CA $164000- $221500 Washington, DC $146000- $197500
Overview Reporting to the Vice President of Revenue Accounting, the Director of Global Solutions Group Revenue Accounting is a key member of Intuit’s finance team responsible for the end-to-end revenue lifecycle for the small and mid-market business segment. The Director of Revenue Accounting is responsible for overseeing all aspects of revenue accounting, revenue operations, and credit & collections across Intuit’s Global Solutions Group business segment. This leader will ensure the integrity, accuracy, and compliance of revenue recognition under U.S. GAAP and ASC 606, driving operational excellence and automation across the revenue lifecycle. This executive will lead a high-performing team of finance professionals, work across the broader finance organization to deliver on Intuit’s strategic goals, and be accountable for the integrity of revenue reporting and the mitigation of financial risk across billions of dollars in transaction volume. This leader will be responsible for developing a strategy for the organization, as it transforms to support the business in a highly complex environment, with growing business in the mid-market (enterprise contracts) space. This Director role requires broad functional understanding of monetization systems, deep business acumen, customer empathy, technical revenue and accounting expertise, revenue operations experience, and a controls governance mindset. This leader will partner cross-functionally with Finance Go To Market and Monetization teams, FP&A, Marketing, Sales, Product, and Legal teams to assess new offerings and changes to define proper treatment, provide creative options to achieve business objectives, and influence scalable solutions that balance all stakeholder needs, directly in service to revenue growth and customer experience. This leader will be required to work across business partners, accelerating functions, and technology teams to influence stakeholders to drive for outcomes, optimize revenue processes, and enhance customer billing and collections experiences. Responsibilities Revenue Accounting: Lead the Global Business Group revenue accounting function ensuring accurate and timely financial reporting. Provide technical subject matter expertise for all revenue recognition matters, including a deep understanding of product offerings and evolving FASB guidance such as ASC 606, ASC 310, and ASC 860. Own month-end and quarter-end close processes related to revenue recognition. Ensure all revenue-related accounting and reporting is accurate, timely, and compliant with U.S. GAAP and SEC regulations for a large accelerated filer. Provide technical revenue guidance and accounting treatment assessment of accounting implications for new product offerings, partnerships, and go-to-market strategies to ensure compliance and inform strategic decisions, including enterprise SaaS subscriptions. Maintain a robust internal controls environment and ensure SOX compliance for all revenue accounting processes. Cultivate strong relationships with leaders in Accounting, Tax, and Finance to facilitate timely, high-quality decision-making on revenue recognition matters. Provide thought partnership and demonstrate business acumen in collaborating with Product, Sales, and Legal teams on new product launches, pricing strategies, and deal structures to ensure financial integrity, while balancing all stakeholder needs in service to revenue growth and customer experience. Revenue Operations: Design and optimize the end-to-end revenue operations process from contract creation to cash collection, including new processes for enterprise contracts. Develop and execute a strategy for the automation of processes and systems, partnering with technology and product leaders to influence roadmaps and deliver business capabilities. Collaborate with cross-functional teams to implement scalable systems and automation tools for billing, invoicing, and revenue reporting. Drive the transformation of legacy finance operations to an optimized digital state by leveraging modern technologies like AI and GenAI to support scale and digitalization. Lead the end-to-end design of systems and operational functionality to support new business initiatives with sound financial principles, automation, and appropriate consideration of risk. Oversee end-to-end processes and inputs across multiple teams to ensure the quality and integrity of data that supports revenue automation and reporting. Develop and implement key performance metrics for revenue operations effectiveness. Credit & Collections: Oversee global credit and collections operations ensuring efficient cash management and strong customer relationships. Implement new processes to support enterprise contract line of business. Develop credit policies and risk management frameworks that align with business growth objectives. Monitor Days Sales Outstanding, aging, and collection performance; drive continuous improvement through analytics and process innovation. Partner with Sales and Customer Success to resolve disputes and improve billing and collection processes. Qualifications The Director of Revenue Accounting will be an accomplished finance and business leader with a track-record of running successful revenue teams. This Director will bring a collaborative approach, critical to the establishment of credibility with cross-functional stakeholders. This leader will have deep domain expertise in technical revenue accounting and revenue operations, with demonstrated business and systems acumen. A successful candidate will demonstrate a collaborative and confident approach, effectively influencing cross-functional stakeholders, with examples of going beyond traditional boundaries and operating from an end-to-end perspective across the organization. In terms of the performance and personal competencies required for the position, we would highlight the following: Executing for Results: Tenacious and accountable in driving results and committing the organization to improved performance. Comfortable with ambiguity and uncertainty, with the ability to adapt nimbly and lead others through complex situations. A leader who is viewed as having a high degree of integrity in their approach to making decisions. Technical and Operational Excellence: Expert understanding of U.S. GAAP, internal controls, and compliance frameworks. Proven record of process automation, continuous improvement, and efficiency gains. Adept at leading through change and scaling functions in high-growth environments. Leading Teams: The ability to attract, recruit, and retain top talent, motivate the team, and manage performance. Widely viewed as a strong developer of others who invests in the team's core skills of business acumen and operational excellence. A self-reflective leader who drives performance with an attitude of continuous improvement. Relationships, Influence, and Collaboration: Connects and builds strong relationships with others. An ability to inspire trust and influence cross-functionally and at all levels of management. Utilizes deep business acumen and customer empathy (both internal and external customers) to develop solutions that balance stakeholder needs. Key Qualifications Education: Bachelor’s degree in Accounting, Finance, or related field required; CPA or equivalent certification strongly preferred. Experience: 12+ years of progressive experience in revenue accounting or controllership, including at least 10 years in a leadership role. Manager or Senior Manager in Public Accounting. Proven track record leading revenue accounting and operations in a public, global enterprise software or SaaS company. Deep understanding of technical revenue guidance, ASC 606. Experience managing credit and collections teams. Systems Expertise: Strong knowledge of ERP systems (e.g. Oracle, SAP), billing platforms, revenue recognition engines (e.g. Revstream, RevPro), and advanced Excel/data analytics tools. Experience working with Tech teams on billing/monetization projects. Leadership: Proven track record of building, leading, and inspiring high-performing, innovative, and growth-oriented teams. Demonstrated ability to influence cross-functional partners, drive transformation, and lead complex, cross-functional change initiatives. Communication: Excellent executive communication and presentation skills with the ability to articulate complex accounting concepts to non-finance audiences. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at [1] Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Bay Area California $256,000- 346,500 Southern California $229,500- 310,500 References Visible links 1. https://www.intuit.com/careers/benefits/full-time-employees/ San Diego $229500 - $310500 Mountain View, CA $256000- $346500
Overview The Program Manager – Privacy Regulatory & Compliance supports the continued improvement, expansion, and maturation of the Company’s global privacy regulatory and compliance program. This role works closely with privacy attorneys and the broader legal, compliance and technology organizations to help operationalize regulatory requirements, enhance program consistency, and strengthen audit-ready compliance capabilities as the Company continues to scale. Reporting to the Head of Privacy Regulatory & Compliance, this individual will contribute to ongoing efforts to evolve and standardize privacy compliance processes across the U.S. and key international jurisdictions (including Canada, the UK, the EU, and Australia). The Program Manager will play an important execution-focused role, helping ensure that regulatory requirements are translated into clear workflows, tracked deliverables, and well-documented outcomes. This role is well-suited for a program manager with strong organizational and execution skills, working knowledge of privacy regulations, and experience partnering with legal, technical, and operational teams in a fast-paced technology environment. The Program Manager is a member of the Data Privacy team within the Company’s Legal, Compliance & Policy Organization. Responsibilities Support the ongoing maturation and expansion of the Company’s privacy regulatory and compliance program under the direction of Privacy Regulatory & Compliance leadership Assist privacy attorneys in operationalizing regulatory requirements into documented workflows, tracking mechanisms, and compliance artifacts Help maintain and improve core privacy compliance processes, including regulatory assessments, PIAs, and data subject rights support Track program activities, deliverables, and deadlines to ensure timely execution of privacy compliance initiatives Support efforts to enhance documentation, auditability, and consistency across privacy compliance processes and records Serve as a day-to-day program partner to Privacy Operations, Product, Engineering, Security, and Risk teams, escalating issues and risks as appropriate Assist with preparation for regulatory inquiries, internal reviews, and audits by coordinating inputs, maintaining records, and organizing supporting materials Identify opportunities to improve efficiency, clarity, and scalability of existing privacy compliance workflows and tools Help develop and maintain privacy compliance metrics, dashboards, and periodic reporting for internal stakeholders Support adoption and effective use of tools and resources to manage operational privacy compliance Drive assigned workstreams and projects through completion in alignment with established priorities, timelines, and guidance from senior team members Qualifications 3–5+ years of in-house experience supporting privacy, regulatory, compliance, or risk management programs in a technology-driven environment Demonstrated experience driving end-to-end program or project management for cross-functional initiatives Demonstrated success in working with cross-functional compliance and technical stakeholders, such as Legal, Security, Risk, and product and engineering teams Experience working with compliance tools, workflow systems, or documentation repositories to support issue tracking, reporting, and audit readiness Strong communication, organizational, and writing skills, including preparation of program documentation, status updates, and stakeholder-facing materials Ability to translate legal and regulatory guidance into practical, well-documented processes and operational steps, with appropriate supervision Technologically adept, with a working knowledge of Generative AI tools and capabilities Attention to detail, sound judgment, and the ability to manage multiple priorities in a time-sensitive environment Commitment to diversity, inclusion, empathy, and intellectual curiosity BS/BA degree or equivalent experience, preferably in Information Management, Risk, Audit, Compliance, or a related field Preferred Qualifications Working knowledge of global privacy and data protection laws and regulatory frameworks, including U.S. state privacy laws (e.g., CCPA/CPRA, VCDPA etc.), FTC Act/Section 5, GDPR and UK GDPR, PIPEDA, and the Australian Privacy Act Experience building or maturing privacy or compliance programs or supporting privacy regulatory compliance across multiple jurisdictions Prior experience working closely with privacy counsel or compliance professionals Familiarity with data subject rights operations, PIAs, or regulatory readiness activities Technical or systems-oriented background is a plus IAPP certification (e.g., CIPP, CIPM, and/or CIPT) preferred Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at [1] Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Bay Area California $129,000- 174,500 Southern California $122,000- 165,500 References Visible links 1. https://www.intuit.com/careers/benefits/full-time-employees/ Mountain View $129000 - $174500 Atlanta, GA $108500- $147000
Overview Overview Our team is seeking a visionary CRM Solutions Architect to design, build, and scale our next generation of CRM capabilities. This is a pivotal role for an individual who thrives on architecting elegant, scalable, and resilient technology solutions. Your mission will be to design, optimize, and scale our end to end platform capabilities, enabling our teams to deliver high-velocity, deeply personalized, and data-driven customer experiences. This is a unique opportunity to build foundational, "0-1" capabilities within a sophisticated, enterprise-scale ecosystem. You will be joining a high-achieving team that is defining the future of how we connect with our customers. This role is about architecting the platforms that power the entire customer lifecycle; it is a platform enablement position, not a campaign execution role. As the CRM Solutions Architect, you drive the solution and technical architecture for new CRM capabilities. You will be the critical bridge between Go-To-Market (GTM) commercialization and technology teams translating ambitious business goals into robust and scalable platform capabilities. You will operate at the intersection of our CRM, Web and our other GTM platforms, ensuring seamless integration and data flow across the entire GTM stack. Responsibilities Strategic Architecture & Design Translate high-level business goals into scalable, robust, and resilient technical architectures through our CRM platform and the GTM platform ecosystem. Drive the technical design and solutioning for key strategic initiatives, such as personalization, lead generation, ensuring alignment with our target-state architecture. Author and own comprehensive business requirements documents and technical design documents, detailing data schemas, integration specifications, API contracts, and system logic in accordance with our platform solutions framework. Conduct formal architectural and solution reviews and gain sign-off from cross-functional partners, including Marketing, Engineering, and other stakeholders to ensure solutions are sound and viable. Platform Enablement & Optimization Architect reliable, reusable, and efficient workflows as needed for core CRM functions such as lead profile creation, identity resolution, personalization logic, and campaign eligibility, with a focus on modularity and reusability. Design and implement real-time and batch data integrations between CRM platform and other internal platforms. Serve as the subject matter expert on the Braze SDK, API, and data model (including many-to-many relationships), providing consultative guidance on optimal implementation for data collection and activation. Proactively identify opportunities to optimize the existing platform implementation for improved performance, scalability, and operational velocity, drawing on industry best practices and emerging platform capabilities. Technical Leadership & Collaboration Act as the primary technical expert and escalation point for complex CRM use cases that require deep architectural insight into the CRM platform and its integrations. Partner closely with Product Managers, CRM Strategists, and CRM Operations teams to understand their needs, provide consultative guidance on what is possible, and help shape the technology roadmap. Deliver clear and comprehensive documentation, technical diagrams, and training to support stakeholder understanding and empower operational teams for self-service and faster campaign execution. Collaborate with technical teams to ensure that the solutions built meet the functional and non-functional requirements outlined in the BRD and are delivered to specification, participating in UAT and managing the handshake from delivery to adoption. Qualifications What you'll bring We are seeking a candidate who combines deep technical expertise with strategic thinking and exceptional communication skills. Core Qualifications (Must-Haves) 5-7+ years of experience in a technical marketing role (e.g., Solutions Architect, Technical Consultant, Senior Marketing Engineer) within a large-scale, complex enterprise environment. 3-5+ years of direct, hands-on experience designing, implementing, and optimizing complex, large-scale solutions on CRM platforms. This must include deep, practical knowledge of Canvas, data models, segmentation, personalization, and cross-channel orchestration. Demonstrable expertise in integrating CRM with other systems using its REST APIs and SDKs. You must be able to architect and troubleshoot data flows between platforms. Proven experience translating complex business requirements into detailed technical design documents and BRDs, and guiding them through a formal delivery lifecycle. Strong understanding of data architecture, data modeling, and identity resolution concepts within a marketing context. Preferred Qualifications (Nice-to-Haves) Familiarity with the Adobe Experience Cloud, particularly Adobe Experience Platform (AEP). Experience working with data warehouses and data visualization tools. Essential Attributes for Success Systems Thinker: You are passionate about building scalable, elegant systems that empower others, rather than executing individual campaigns. You think in terms of frameworks, reusability, and long-term platform health. Exceptional Communicator: You can command a room of both technical and non-technical stakeholders, articulating complex concepts with clarity, confidence, and influence. Problem Solver & Innovator: You possess a high degree of intellectual curiosity and are driven to solve exhilarating challenges, with a bias for action in the face of ambiguity. Autonomous Operator: You are comfortable working with a high degree of autonomy, taking ownership of initiatives from conception to completion, and influencing outcomes across a matrixed organization. You will be joining a world-class team of technologists and marketers at Intuit who are at the forefront of innovation. We believe in empowering our people with autonomy and accountability, fostering a culture of collaboration, and setting high standards for ourselves and our work. If you are driven to solve exhilarating challenges and have a bias toward action, we can't wait to meet you. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Bay Area California $ 181,500- 245,500 Southern California $ 166,500- 225,000
Overview Come join our team of leaders, learners, and world-class legal and compliance professionals. Intuit’s Compliance team is a high-performing, collaborative group that partners closely with the business to enable innovation while meeting our obligations to customers, partners, and regulators. We play a critical role in supporting Intuit’s most strategic and regulated offerings by providing empathetic guidance with integrity and without compromise. Through collaborative, creative, and data-driven solutions, we help advance Intuit’s bold goals and big bets while ensuring compliance. Senior Compliance Counsel will provide legal oversight for third-party vendors and related sales channels supporting Intuit’s money movement offerings. This role focuses on legal risk management for critical and ICT vendors, including regulatory interpretation, vendor governance, contractual protections, audit readiness, and concentration risk. The counsel will work cross-functionally to ensure third-party relationships are structured and managed in a manner that is legally sound, scalable, and defensible in regulatory exams and audits. As scope evolves, the role may also support legal oversight of sales and commission channels tied to regulated money movement activities and other compliance activities. Responsibilities Provide legal oversight for third-party vendors supporting money movement offerings, including governance of a large and critical vendor population. Define, advise and establish legal requirements for vendor inventory, recordkeeping, and documentation for global money movement activities (with emphasis on non-US expansion), and provide legal oversight to ensure inventories maintained by partner teams meet regulatory expectations. Interpret and advise on regulatory obligations applicable to third-party and ICT vendors across jurisdictions. Provide legal guidance and oversight for ICT vendors whose technology and services support or secure core business functions, including software, infrastructure, data services, and network and communication tools. Partner with Procurement, Security, and Compliance to ensure vendor contracts include appropriate legal protections related to security, access rights, audit rights, resiliency, and exit strategies. Support regulatory exams, internal audits, and independent reviews by preparing legal narratives, documentation, and evidence related to third-party and sales compliance oversight. Advise on remediation of audit and exam findings and support ongoing monitoring of identified risks. Identify and advise on risks related to vendor concentration and over-reliance on single providers. Provide legal oversight and guidance for sales and commission channels supporting money movement offerings, as secondary scope based on regulatory focus, business expansion, or program maturity. Qualifications JD and active bar membership. 5+ years of relevant legal experience, with a strong focus on regulatory issues in the context of complex fintech or financial services business models, including money movement, lending, brokering, and platform-based offerings. Demonstrated ability to advise on regulatory requirements for specific products, programs, or business lines, and to apply regulatory expectations in partnership with senior legal, compliance, and risk stakeholders. Experience engaging with U.S. state and federal regulatory requirements and supporting regulatory examinations, inquiries, or audits, with some exposure to international regulatory regimes through global products or cross-border programs. Strong legal judgment with the ability to influence cross-functional partners and escalate appropriately when needed. Ability to adapt to evolving regulatory and business priorities and provide clear, practical guidance in fast-moving environments. Business-minded partner who balances risk and opportunity and enables informed decision-making. Collaborative team player who manages complex workloads, prioritizes effectively, and finds ways to scale. Curious, continuous learner with strong communication skills, a positive attitude, and the ability to work effectively across all levels of the organization. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Bay Area California $ 198,500- 268,500 Southern California $ 173,500- 235,000 Washington DC $ 153,000- 207,000
Under minimal supervision, identifies and implements product strategies, marketing plans, promotional and advertising programs, as well as oversees all aspects of product management, including: market launch and surveillance, release to sales and forecasting for assigned product line to ensure that existing and new products meet Company goals and expectations. Essential Duties and Responsibilities Develops and implements product marketing campaigns for assigned product line, including: setting objectives and short- and long-term strategies, conducting market research and competition tracking, developing product mix and action plans, ROI analysis. Analyzes market trends, company sales and buyer behavior and makes modifications to product strategies accordingly. Develops and presents business cases as justification for new products, as required. Manages all product marketing activities for assigned product line, such as: project management, market launch and surveillance. Pursues product line extensions and/or trimming, labeling revisions, clinical studies and any other activities to build and sustain value of the product line and maximize earnings. Continually seeks new innovations for assigned product line. Develops high-quality sales collateral, efficient customer service processes, and optimized manufacturing operations to support assigned product line. Develops and monitors sales forecasts as necessary and works collaboratively with other departments to optimize product mix throughout product lifecycle. Monitors competitive landscape to stay abreast of market trends by regularly reviewing scientific literature, competitor’s product offerings, traveling with field sales personnel, attending surgeries, meeting with stakeholders, attending scientific meetings, etc. Develop product presentations, surgical techniques, and white papers in support of sales and corporate marketing campaigns, e.g. product binders, web sites, brochures, etc. Monitors product development progress and seeks input from engineering, manufacturing, regulatory affairs and other relevant departments to ensure product strategic plan is completed efficiently. Collaborates responsively and proactively with sales to ensure quality product support of new product launches, existing product segments, training programs, and key surgeon and account management. Establishes and maintains strong relationships with designing and consulting physicians. Routinely interfaces with Company managers/directors of other product lines to fully understand the interdependent relationship between product portfolios. Supports the Company’s Medical Education department by assisting in the preparation and running of surgeon and sales training courses that may include didactic and cadaver labs. Collaborates with communications and other related departments to develop creative promotional, advertising and value-added services to maximize revenue for assigned product line. Performs other duties as required Requirements Must have medical industry experience. Collaboration with Engineering/R&D, Regulatory, and Operations/Manufacturing counterparts on product strategic planning, design review, and marketing playbook Knowledge of computer applications (i.e.: Microsoft Word, Excel, PowerPoint, Access & Project, Windows, Internet applications, etc.) required. Excellent oral and written communication skills. Develops and presents Business Cases as justification for new products, as required. Superior interpersonal skills. Ability to organize and prioritize workflow and to meet established timeframes. Ability to multi-task within a cross-functional team and matrix management structure. Strong attention to details. Ability to represent the company at a variety of business functions or situations in a professional and competent manner. Ability to exercise independent judgment consistent with department guidelines. Ability to maintain updated knowledge of procedures, products and activities of assigned product line. Ability to perform multiple tasks in a fast-paced, team environment. Ability to work under pressure. Proven skill and experience in overall market analysis, planning, development and management. Demonstrated strategic/tactical planning and implementation capabilities. Technically sensitive and receptive. Demonstrated capacity for planning, marketing and product development. Ability to prepare sales forecasts Experience with and understanding of a clinical/surgical environment and workflow. Ability to travel up to 40 percent. Education and Experience A minimum of 2-4 years of related experience; or equivalent combination of education and experience. Sales experience is a plus. Bachelor’s degree in Marketing or related field, MBA preferred Equal Employment Opportunity & Other Disclosures ATEC is committed to providing equal employment opportunities to its employees and applicants without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, gender expression, or any other protected status in accordance with all applicable federal, state or local laws. Further, ATEC will make reasonable accommodations that are necessary to comply with disability discrimination laws. For roles based in the United States that require access to hospital facilities, must be eligible for and maintain credentials at all required hospitals, including meeting any applicable physical requirements or vaccination requirements (including the COVID-19 vaccine, as applicable). At this time, ATEC Spine does not sponsor employment visas for this position. Candidates must be authorized to work in the United States without the need for current or future employer sponsorship. Salary Range Alphatec Spine, Inc. complies with state and federal wage and hour laws and compensation depends upon candidate’s qualifications, education, skill set, years of experience, and internal equity. $105,000 to $125,000 Full-Time Annual Salary
Carlsbad, United States of America | Full time | Home-based | R1529117 The Solution Sales Specialist develops new business for IQVIA’s strategy and analytics portfolio, including Provider Strategy Solution Software (PSS), Market Strategy Solution Software (MSS), Provider Relationship Management software (PRM), Consumer Share of Wallet (CSoW), and custom data analytics. This role brings deep product and market expertise to hospital and health system clients, translating complex data assets into actionable insights that support growth, market strategy, service line optimization, and provider engagement. Responsibilities: Responsible for identifying, qualifying, and advancing revenue opportunities across new and existing accounts in the hospital and health systems industry, through a consultative, insight driven sales approach. Drives growth and revenue for assigned strategy and analytics solutions by partnering with hospital and health system leaders to address strategic, operational, and performance challenges. Serves as a subject‑matter expert for assigned products, maintaining deep knowledge of data sources, analytics methodologies, and real‑world applications within health system enterprises. Partners with Account Executives and broader account teams to shape account strategy, opportunity prioritization, and solution positioning aligned to client objectives. Collaborates with Account Team to target and validate opportunities for assigned customers / territory. Engage stakeholders at all levels, including strategy, finance, marketing, physician relations, and executive leadership. Develops and delivers compelling, insight‑led proposals and presentations that clearly articulate IQVIA’s differentiated value that results in winning sales. Coordinates internal resources (product, analytics, consulting, and delivery teams) to design solutions that address client‑specific needs and maximize impact to customers. Maintains ownership through implementation, ensuring successful delivery, adoption, and customer satisfaction. Seeks “starburst” opportunities within existing customers to grow revenue opportunities across the IQVIA suite of offerings. As part of the sales process, gather market and client intelligence and provide strategic feedback to Marketing, Consulting, Service, and Sales to strengthen or product offerings and capture additional business. Requirements & Qualifications: To be eligible for this position, you must reside in the same country where the job is located. Bachelor's Degree Required. US Remote with West Coast territory and ability to travel approximately 25% required. 5+ years relevant sales or account management experience with hospital and/or health systems industry experience, required. Strong understanding of hospital and health system market dynamics, including service line strategy, referral patterns, market share, and financial performance. Solid knowledge of one or more IQVIA specialty products and the impact that the product can achieve when implemented within a client’s business processes. Familiarity with IQVIA core products, account management, and information solutions/consulting services portfolio. Understands how solutions integrate across the enterprise Excellent presentation and writing skills, act with a sense of urgency, and be able to work both independently and within a team environment. Proven ability to influence senior stakeholders, articulate complex concepts clearly, and deliver executive‑ready presentations and written materials. Must have successful experience identifying and closing new business opportunities and developing positive relationships at all levels of client management and within the IQVIA sales, consulting and marketing teams. Track record of identifying, advancing, and closing new business while building trusted client relationships. Key Characteristics: Revenue Driven, knowledgeable, consultative, problem solver, customer focused, strategic, creative, resourceful, fast & flexible, team player, organized, effective negotiator. IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. https://jobs.iqvia.com/eoe IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism. The potential base pay range for this role, when annualized, is $73,000.00 - $182,600.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.