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Operations Associate Director, Customer Experience Operations at Ro

Oversee outsourced customer experience operations across multiple BPO partners, manage senior leaders, ensure service standards, and optimize workflows using data and automation tools.

Lead Posted 10 minutes ago RemoteFirstJobs Product
What this role involves

Ro is a direct-to-patient healthcare company with a mission of helping patients achieve their health goals by delivering the easiest, most effective care possible. Ro is the only company to offer nationwide telehealth, labs, and pharmacy services. This is enabled by Ro’s vertically integrated platform that helps patients achieve their goals through a convenient, end-to-end healthcare experience spanning from diagnosis, to delivery of medication, to ongoing care. Since 2017, Ro has helped millions of patients in nearly every single county in the United States, including 99% of primary care deserts.

Ro is consistently recognized as a top workplace in Health Care, in New York, and for Women and Parents—earning more than 20 honors from Fortune, Great Place to Work, and PEOPLE since 2021. In 2025 alone, we ranked top 5 among medium workplaces in Health Care and New York, and top 50 nationwide.

As the Associate Director of Customer Experience at Ro, you’ll own the performance, health, and evolution of our outsourced Member Experience operations, partnering closely with multiple BPO providers and sites to deliver high-quality, consistent care to our patients. You’ll lead and develop senior Customer Experience Leaders who oversee frontline teams within our BPO partners, ensuring Ro’s standards are met at scale through strong leadership, clear expectations, and disciplined performance management.

In this role, you’ll operate as the primary owner of BPO outcomes. You’ll set the operating rhythm for outsourced support, hold partners and leaders accountable to service goals, and build an environment where teams feel supported, empowered, and proud of the care they deliver - regardless of location or partner. While your focus will be on external teams, you’ll collaborate closely with internal stakeholders to ensure alignment and consistency across the broader Patient Experience organization.

You’ll bring a mindset of thoughtful, scalable operations, helping us work smarter by streamlining workflows, strengthening processes, and leveraging tools like CRM platforms, automation, and AI to enhance support without losing the human connection. You use data not just to measure outcomes, but to understand people - translating insights into meaningful actions that improve both the patient experience and the day-to-day lives of BPO teams.

What You’ll Do:

  • Own the end-to-end performance of Ro’s outsourced Member Experience operations across multiple BPO partners, sites, and support channels (e.g., chat, messaging, email, voice), with accountability for service quality, productivity, staffing health, and overall operational effectiveness

  • Lead, coach, and develop senior CX Leaders within BPO environments, setting clear expectations for performance, consistency, and growth while building strong leadership capability at scale

  • Establish and evolve the operating model for outsourced, omnichannel support, including performance frameworks, staffing alignment, escalation paths, and operating rhythms that ensure teams are set up for success and aligned to Ro’s standards

  • Serve as the primary partner to BPO leadership teams, driving accountability through clear goals, calibrated coaching and QA expectations, and a culture of continuous improvement

  • Design and implement scalable workflows, SOPs, and knowledge tools that enable consistent, high-quality support across all external teams and channels

  • Partner closely with QA, Capacity Planning, and Strategy to identify systemic performance gaps and lead targeted, data-driven interventions across sites, vendors, and channels

  • Leverage tools such as Zendesk, AI-enabled workflows, macros, automations, and chatbots to streamline operations, improve efficiency, and enhance the patient experience without losing the human touch

  • Regularly analyze performance data across volume, quality, satisfaction, and efficiency — by channel and site - proactively identifying trends, risks, and opportunities for improvement

  • Champion the voice of the patient by translating frontline and performance insights into clear recommendations for Product, Pharmacy, and Engineering partners to improve the end-to-end, omnichannel experience

  • Lead large-scale change management efforts across BPO partners, including structured rollout plans, documentation, training, and reinforcement to ensure adoption and sustained impact

  • Build and sustain a high-trust, performance-driven culture within outsourced teams, where leaders and frontline agents feel supported, empowered, and connected to Ro’s mission

What You’ll Bring to the Team:

  • 5+ years of experience in customer support, patient experience, or service operations, with increasing scope and ownership in complex, scaled environments

  • 3+ years of direct ownership of BPO or offshore operations (required), including managing performance across multiple sites and/or vendors

  • 3–5+ years of people leadership experience, including leading managers or senior leaders, with a strong track record of developing high-performing teams

  • Experience owning omnichannel support operations (e.g., chat, messaging, email, voice) and driving consistency across channels at scale

  • Hands-on familiarity with CRM and customer communications platforms (e.g., Zendesk), including automation, macros, and AI-enabled workflows - with the ability to partner effectively on tooling strategy and adoption

  • Strong data fluency, with demonstrated experience analyzing performance across volume, quality, satisfaction, and efficiency, and translating insights into operational action

  • Proven ability to design and implement standardized workflows, SOPs, and scalable process improvements across distributed or outsourced teams

  • Excellent cross-functional collaboration and communication skills, with the ability to influence stakeholders across Product, Engineering, Pharmacy, QA, and Strategy

  • Comfort operating in a fast-paced, high-growth environment, balancing near-term execution with long-term operational thinking

We’ve Got You Covered:

  • Full medical, dental, and vision insurance + OneMedical membership

  • Healthcare and Dependent Care FSA

  • 401(k) with company match

  • Flexible PTO

  • Wellbeing + Learning & Growth reimbursements

  • Paid parental leave + Fertility benefits

  • Pet insurance

  • Student loan refinancing

  • Virtual resources for mindfulness, counseling, and fitness

We welcome qualified candidates of all races, creeds, genders, and sexuality to apply.

The target base salary for this position ranges from $152,000 - $175,000, in addition to a competitive equity and benefits package (as applicable). When determining compensation, we analyze and carefully consider several factors, including location, job-related knowledge, skills and experience. These considerations may cause your compensation to vary.

Ro recognizes the power of in-person collaboration, while supporting the flexibility to work anywhere in the United States. For our Ro’ers in the tri-state (NY) area, you will join us at HQ on Tuesdays and Thursdays. For those outside of the tri-state area, you will be able to join in-person collaborations throughout the year (i.e., during team on-sites).

At Ro, we believe that our diverse perspectives are our biggest strengths — and that embracing them will create real change in healthcare. As an equal opportunity employer, we provide equal opportunity in all aspects of employment, including recruiting, hiring, compensation, training and promotion, termination, and any other terms and conditions of employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, familial status, age, disability and/or any other legally protected classification protected by federal, state, or local law.

Ro is committed to providing reasonable accommodations for qualified individuals with disabilities in our application and interview process. If you require a reasonable accommodation in the application or interview process, please contact us at [email protected].

See our California Privacy Policy here.

We may use automated tools, including artificial intelligence (AI), to assist with parts of our recruiting and hiring process, such as reviewing applications, evaluating resumes, and assessing responses or job-related qualifications. These tools are used to support our recruitment team and do not replace human judgment. Final hiring decisions are made by humans.

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Operations Telephony Operations Engineer at BETSOL

Manages enterprise telephony platforms, troubleshoots voice issues, and handles incident triage for contact center migrations across Cisco, Avaya, Five9, and Teams environments.

Mid Remote Posted 10 minutes ago RemoteFirstJobs Product
What this role involves

Company Description

Engineering the AI-powered enterprise. With AI and cloud-native solutions, BETSOL accelerates cloud transformation for enterprises across 17+ countries. BETSOL holds several engineering patents, and is recognized with industry awards. BETSOL maintains a net promoter score that is 2x the industry average. BETSOL’s open source backup and recovery product line, Zmanda (Zmanda.com), delivers up to 50% savings in total cost of ownership (TCO) and delivers best-in-class performance. BETSOL Global IT Services (BETSOL.com) builds and supports end-to-end enterprise solutions, reducing time-to-market for customers. BETSOL offices are set against the vibrant backdrops of Broomfield, Colorado and Bangalore, India. Learn more at betsol.com

Job Description

BETSOL is hiring remote Contact Center / Telephony Operations Engineers to support an enterprise client’s migration off Avaya and Cisco contact center platforms to Five9 CCaaS. You will provide Cisco contact center end-user support and overall ticket management while the client’s colleagues transition their skills to Five9. This is a fully remote role; offshore candidates are welcome and must work U.S. business hours, or, where that is not possible, provide overlap until noon Eastern on U.S. business days.

Key Responsibilities

  • Implement and support enterprise voice platforms — primarily Cisco, with some Avaya, Five9, and Microsoft Teams
  • Troubleshoot voice issues (call quality, connectivity, log-in/authentication, endpoints) across multi-vendor environments
  • Perform incident triage, escalation, and root cause analysis using tools such as Wireshark, Aternity, and Nectar
  • Manage ServiceNow queues, ticket documentation, and user support workflows
  • Support carrier integrations, SIP trunking, and telecom lifecycle activities (adds, moves, changes)
  • Monitor and optimize voice performance (MOS, latency, jitter, packet loss)
  • Collaborate with IT, network, vendors, and business teams to deliver and maintain solutions
  • Maintain documentation, call flows, and operational procedures
  • Provide mentoring, knowledge sharing, and operational support in a 24x7 environment
  • Apply AI to proactively identify and resolve voice issues, accelerate diagnostics and resolution, automate ticket triage and self-service workflows, and analyze incident and call-quality trends for continuous improvement

Qualifications

Required Skills & Experience

  • 3-5 years of hands-on support experience across enterprise voice platforms (Cisco, Avaya, Five9, Microsoft Teams)
  • Proficiency with diagnostic and monitoring tools (Wireshark, Aternity, Nectar)
  • ServiceNow ticket and queue management
  • Understanding of SIP trunking, carrier integrations, and voice quality metrics (MOS, latency, jitter, packet loss)
  • Familiarity applying AI and automation to voice operations and support workflows
  • Strong troubleshooting, documentation, and collaboration skills; comfortable in a 24x7 operational environment

Additional Information

All your information will be kept confidential according to EEO guidelines.

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Operations IT Ops Engineer at Vercel

Provides day-to-day IT support for office staff, manages endpoint systems and access controls, and uses AI tools to automate tasks and resolve technical issues.

Mid Onsite Posted 10 minutes ago RemoteFirstJobs Product
What this role involves

About Vercel:

Vercel is the agentic infrastructure company. We free people and agents to ship what’s next.

For more than a decade, Vercel has shaped how the web is built. As the team behind Next.js, v0, and AI SDK, we create products that help builders move from idea to production with speed, security, and exceptional developer experience.

Now, software is entering a new era, and the next generation of products will not just be used by people. They will be built, extended, and operated by agents.

We are building the platform for that future, trusted by companies like OpenAI, PayPal, Ramp, Supreme, and millions of developers worldwide. Whether you’re building our products, supporting our customers, growing our community, or shaping our story, you’ll help define what comes next.

About the Role:

Vercel is growing fast, and so is the demand on our IT team. We’re looking for an IT Operations Engineer to be the backbone of day-to-day technical support for our New York City office, someone who takes real ownership of the employee experience and keeps our team running at full speed.

In this role, you’ll be the go-to person for in-office IT support: resolving hardware and software issues and partnering with teams across the company to make sure everyone has what they need to do their best work. You’ll manage the tools and systems Vercel’s employees rely on every day, from endpoint management and AV to onboarding workflows and access controls.

AI fluency is a core expectation at Vercel, not a bonus. We expect you to actively use AI tools to work faster, automate repetitive tasks, and solve problems more effectively. Whether that’s writing scripts, drafting documentation, triaging requests, or researching solutions, we want someone who reaches for AI as a natural part of how they work.

Beyond the helpdesk, you’ll have genuine opportunities to contribute to larger IT projects and initiatives. This is a team that operates with a high bar and moves quickly, and we’re looking for someone who matches that energy: proactive, detail-oriented, and genuinely excited about building great IT experiences at scale.

This is an in-person role based in New York City. The successful candidate will be expected to work onsite to effectively collaborate with our team and support our office’s IT needs.

What You Will Do:

  • Serve as the first point of contact for in-office and remote staff on all IT-related issues. Troubleshoot and resolve hardware, software, and network problems, ensuring minimal downtime and a great employee experience.
  • Actively use AI tools to triage requests, draft documentation, write scripts, and find solutions faster. We expect AI to be a regular part of how you work, not an occasional experiment.
  • Utilize IT ticketing systems to manage and prioritize help-desk requests, keeping response times tight and communication clear.
  • Help with the creation, management, and support of user accounts and access controls, ensuring employees have the resources and permissions they need to do their jobs.
  • Support in-office AV and conference room technology, including event support for team gatherings and all-hands meetings.
  • Collaborate with other IT team members on projects ranging from new technology rollouts to process improvements.
  • Partner with our Onboarding team to procure equipment, set up accounts, and deliver a smooth experience for new hires.
  • Develop and maintain clear documentation for IT systems, processes, and common issues.
  • Work cross-functionally with teams like Workplace Services and People to support company-wide initiatives and keep the office running well.

About You:

  • Experienced IT Professional: You have at least 5 years of experience in IT support or a related field, with a solid foundation in troubleshooting hardware, software, AV, and network issues. Experience in a startup or tech environment is a plus.
  • AI-Native Worker: You actively use AI tools as a core part of how you work, not just occasionally. You reach for them to move faster, automate repetitive tasks, write scripts, draft docs, and solve problems more effectively.
  • Tech-Savvy Problem Solver: You have a strong understanding of macOS environments, networking, and security, and you’re known for diagnosing and resolving technical issues quickly and thoroughly.
  • Effective Communicator: You can explain complex technical issues in plain language and work collaboratively across teams and departments with ease.
  • Proactive and Adaptable: You thrive in fast-paced environments, take initiative without being asked, and can juggle multiple tasks or priorities without dropping the ball.
  • Service-Oriented: You’re approachable, patient, and genuinely enjoy helping people. You treat every support interaction as an opportunity to leave someone better off than you found them.
  • Detail-Oriented: You manage your work and documentation carefully, keep IT assets organized, and don’t let things fall through the cracks.
  • Security Conscious: You understand the importance of cybersecurity and are proactive about implementing measures to protect company data and systems.
  • Continuous Learner: You stay current on IT trends and best practices and are motivated to grow your skills alongside the team and the company.

Benefits:

  • Great compensation package and stock options.
  • Inclusive Healthcare Package.
  • Learn and Grow - we provide mentorship and send you to events that help you build your network and skills.
  • Flexible Time Off - Flexible vacation policy with a recommended 4-weeks per year, and paid holidays.
  • We will provide you the gear you need to do your role, and a stipend to refresh your tech gear as needed.

The base pay range for this role is $116,000-$174,000. This salary range is an estimate. Actual salary will be based on job related skills and experience.  The total compensation package also includes benefits and equity-based compensation.

Vercel is committed to fostering and empowering an inclusive community within our organization. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. Vercel encourages everyone to apply for our available positions, even if they don’t necessarily check every box on the job description.

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Operations HubSpot Implementation Specialist at Pavago

Implements and optimizes HubSpot CRM systems for clients, configuring workflows, automating processes, migrating data, and training users on best practices.

Mid Remote Posted 10 minutes ago RemoteFirstJobs Product
What this role involves

HubSpot Implementation Specialist – Remote

Position Type: Full-Time, Remote

Location: Remote

Working Hours: U.S. Business Hours

About the Role

At Pavago, one of our clients is hiring a skilled HubSpot Implementation Specialist to help businesses maximize the value of the HubSpot platform through successful implementations, system optimization, and client enablement.

In this role, you’ll lead HubSpot implementations across Sales Hub, Marketing Hub, and Service Hub, building scalable CRM solutions, automating business processes, migrating data, and delivering exceptional client experiences. You’ll work closely with Project Managers, Solutions Architects, Developers, and clients to ensure every implementation aligns with business goals and best practices.

If you’re passionate about HubSpot, enjoy solving complex technical challenges, and thrive in a client-facing consulting environment, this role is a strong fit.

What You’ll Own

HubSpot Implementation & System Configuration

  • Configure and optimize HubSpot across:

    • Sales Hub
    • Marketing Hub
    • Service Hub
  • Build and manage:

    • Workflows
    • Automations
    • Pipelines
    • CRM architecture
    • System logic
  • Execute data migrations, including:

    • Data mapping
    • Imports
    • Validation
  • Develop dashboards, reporting, and campaign structures.

  • Support HubSpot CMS and content deployment initiatives.

End-to-End Implementation Delivery

  • Deliver projects from onboarding through deployment.

  • Participate in:

    • Discovery
    • Strategic planning
    • Configuration
    • Development
    • Testing
    • Go-live support
  • Ensure every implementation aligns with client goals and delivery standards.

  • Perform quality assurance testing to ensure accuracy, scalability, and performance.

Client Enablement & Consulting

  • Lead client onboarding and training sessions.

  • Educate clients on HubSpot best practices and platform capabilities.

  • Translate business requirements into scalable HubSpot solutions.

  • Collaborate with:

    • Project Managers
    • Solutions Architects
    • Developers
  • Deliver an exceptional client experience throughout each engagement.

Troubleshooting & Platform Optimization

  • Diagnose and resolve HubSpot platform and integration issues.

  • Improve:

    • CRM structure
    • Workflows
    • Reporting
    • Automation
  • Escalate complex technical issues with detailed documentation.

  • Recommend process improvements based on platform performance.

Performance & Documentation

  • Analyze CRM performance and campaign effectiveness.
  • Provide data-driven recommendations for optimization.
  • Maintain accurate project documentation within HubSpot.
  • Ensure documentation remains organized and scalable.

What Success Looks Like

  • HubSpot implementations are delivered successfully and on schedule.
  • Clients confidently adopt and utilize the HubSpot platform.
  • CRM systems remain scalable, organized, and efficient.
  • Automations improve operational efficiency.
  • Data migrations are completed accurately.
  • Clients receive proactive guidance that drives long-term success.

What Makes You a Strong Fit

  • You enjoy solving complex technical and operational challenges.
  • You combine technical expertise with excellent client communication.
  • You thrive in fast-paced consulting environments.
  • You’re highly organized and detail-oriented.
  • You proactively identify opportunities for optimization.
  • You enjoy helping clients maximize their technology investments.

Required Experience & Skills

Experience

  • Proven hands-on experience with:

    • HubSpot Sales Hub
    • HubSpot Marketing Hub
    • HubSpot Service Hub
  • Strong expertise in:

    • CRM architecture
    • Workflows
    • Automation
    • Pipelines
  • Experience with:

    • Data migration
    • System integrations
    • Troubleshooting
    • Platform optimization
  • Ability to manage multiple implementation projects simultaneously.

  • Professional written and spoken English.

  • Experience leading:

    • Client meetings
    • Training sessions
    • Solution workshops
  • Strong analytical and problem-solving skills.

Nice to Have

  • Active HubSpot Certifications or willingness to obtain them.
  • Experience with HubSpot CMS.
  • Background in digital marketing or CRM consulting.
  • Experience working in implementation agencies or consulting environments.
  • Knowledge of API integrations and third-party business applications.

Tech Stack

  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • HubSpot CMS
  • Google Workspace
  • Microsoft Office
  • CRM reporting and dashboard tools
  • AI productivity tools (ChatGPT, Microsoft Copilot, Claude, or similar)

What a Typical Day Looks Like

  • Meet with clients to review implementation progress.
  • Configure HubSpot workflows, pipelines, and automations.
  • Execute data imports and validate CRM data.
  • Troubleshoot platform or integration issues.
  • Build dashboards and reporting.
  • Train clients on HubSpot functionality and best practices.
  • Collaborate with Project Managers, Developers, and Solutions Architects.
  • Update project documentation and implementation milestones.

In short: You’ll design, build, optimize, and support HubSpot solutions that help clients streamline operations, improve customer engagement, and achieve their business goals.

Key Metrics for Success (KPIs)

  • Successful implementation delivery.
  • Project completion within timeline and scope.
  • Client satisfaction.
  • HubSpot adoption and utilization rates.
  • CRM accuracy and data integrity.
  • Workflow and automation performance.
  • Quality assurance and documentation accuracy.

Why This Role Stands Out

  • Work with a leading HubSpot implementation agency.

  • Partner directly with clients to solve meaningful business challenges.

  • Continuous opportunities for HubSpot certifications and professional development.

  • Fully remote role with flexible work arrangements.

  • Collaborative team environment focused on learning and innovation.

  • Career progression into:

    • Senior HubSpot Consultant
    • Solutions Architect
    • CRM Implementation Lead
    • Client Success Leadership

Interview Process

  1. Application Review
  2. Spark Hire Intro Video (3–5 minutes)
  3. Client Interview
  4. Offer & Onboarding

What Happens After You Apply

After submitting your application, you’ll receive an email invitation from Spark Hire to record a short 3–5 minute Intro Video. This is the first step in our hiring process and can be completed whenever it’s convenient for you.

Instead of an initial screening call, you’ll have one opportunity to introduce yourself, discuss your HubSpot implementation experience, and explain how you’ve configured CRM systems, built automations, managed data migrations, and supported clients throughout implementation projects. You’ll also have the chance to highlight your consulting approach, troubleshooting expertise, and experience working across HubSpot’s Sales, Marketing, and Service Hubs. Your video will be reviewed by the hiring team before moving forward to the client interview.

You can record your video as many times as you’d like before submitting it—only your final version will be reviewed.

Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after applying.

Apply Now

If you’re passionate about HubSpot, enjoy helping businesses optimize their CRM, and thrive in a client-facing consulting environment, we’d love to hear from you. Apply today and help organizations unlock the full potential of the HubSpot platform.

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Operations Strategic Sales Operations Lead (Remote) at ezCater

Leads strategic sales operations initiatives, owns cross-functional projects from GTM redesigns to process governance, and partners with leadership to optimize sales performance through data and automation.

Senior Remote Posted 10 minutes ago RemoteFirstJobs Product
What this role involves

ezCater is the #1 food tech platform for workplaces in the US. The company makes it easy for any organization to manage its food needs and order from over 125,000 restaurants nationwide. For workplaces, ezCater provides flexible and scalable solutions for everything from employee meal programs to one-off meetings, all backed by 24⁄7 service and business-grade reliability. For restaurant partners, ezCater helps grow their business by bringing them new high-value customers and large orders.

The Strategic Sales Operations Lead is responsible for high-impact strategic initiatives that shape how our sales organization operates and grows. You’ll partner closely with Sales Operations leadership, lead complex cross-functional projects, build scalable processes and governance, and turn data into clear, actionable recommendations. This role has no direct reports, but you’ll provide project leadership, mentoring, and coaching for other ICs and cross-functional partners, including Implementation.

What You’ll Do:

  • Partner with Sales Operations leadership to translate strategic goals into analytical frameworks and project charters, leading deep-dive analyses on coverage, pipeline health, and motion performance.
  • Own end-to-end delivery of large, cross-functional initiatives - GTM resets, new role/motion launches, coverage redesign, incentive changes - from problem definition through implementation and measurement.
  • Structure projects into workstreams and provide direction to other ICs and cross-functional partners contributing to them.
  • Co-design and maintain sales process governance (stage definitions, rules of engagement, approval paths), and lead efforts to standardize core processes across teams.
  • Own process design for HubSpot and Salesforce, partnering with CRM admin teams on data cleanliness and feature rollout.
  • Identify opportunities to apply AI and automation to sales processes, partnering with CRM/Systems to pilot and roll out responsibly.
  • Defines KPI frameworks for strategic initiatives and assists with the builds of dashboards/reports (Sigma, Salesforce, HubSpot) that leadership actually uses to track adoption and performance.
  • Serve as a strategic partner to leaders across Sales, Marketing, Product, Finance, and Operations, leading working sessions and decision forums.
  • Help set standards for documentation and strategic analysis, and bring outside best practices into the organization.

What You Have:

  • 5-8+ years in sales operations, sales strategy, revenue operations, consulting, analytics, or related roles, with a track record of leading complex, cross-functional projects that improved sales performance or GTM alignment.
  • Experience partnering directly with senior leaders (Sales Directors, VPs, Finance) on strategic decisions.
  • Strong analytical capabilities with proven expertise in building and interpreting CRM reports, as well as leveraging complex datasets to extract key insights.
  • Ability to design and interpret models related to territories, capacity, funnel performance, or incentives.
  • Familiarity with AI-powered sales/GTM tools and curiosity for where automation can improve efficiency and data quality.
  • Excellent written and verbal communication skills, with the ability to turn complex analysis into clear narratives for executives and ICs alike.
  • Strong facilitation and cross-functional influence skills — comfortable driving alignment across groups with competing interests.
  • Highly organized, systems-oriented thinker, comfortable with ambiguity and biased toward scalable solutions over one-off fixes.
  • Ability to travel up to 5 days per quarter for Together Weeks, team gatherings and other events, when applicable.

The national total targetcash compensation range for this position, including base salary and bonus target, is $123,000–$173,000 annually.*

*Please note: Final offer amounts are determined by multiple factors, including prior experience, expertise and region & may vary from the amount above. This range does not represent additional compensation benefits (such as equity, 401K or medical, dental or vision insurance).

ezCater does not sponsor applicants for work visas or legal permanent residence.

What You’ll Get from Us:

You’ll get a terrifically compelling experience in an innovative, high performing environment. You’ll get to work with engaged and passionate colleagues on challenging and impactful projects. You will have opportunities to grow in your career, and work in a place that values work/life harmony.

Oh, and you’ll get all this: Market competitive salary, stock options that you’ll help make worth a lot, 12 paid holidays, flexible PTO, 401K with ezCater match, health/dental/FSA, long-term disability insurance, mental health and family planning resources, remote-hybrid work from our awesome Boston office OR your home OR a mixture of both home and office, a tremendous amount of responsibility and autonomy, wicked awesome co-workers, employee meal program (and many more goodies) when you’re in our office, and knowing that you helped transform the food for work space.

ezCater is an equal opportunity employer. We embrace humans of every background, appearance, race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, and disability status. At the same time, we do not employ jerks, even brilliant ones. Following a conditional offer of employment, ezCater may require a background check.

For information on how ezCater collects and uses job applicants’ personal information, please visit our Job Applicant Privacy Policy.

#BI-Remote

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Operations IT Ops Engineer at Vercel

Provides day-to-day IT support for office staff, manages endpoints and systems, troubleshoots hardware/software issues, and uses AI tools to automate IT workflows.

Mid Onsite Posted 11 minutes ago RemoteFirstJobs Product
What this role involves

About Vercel:

Vercel is the agentic infrastructure company. We free people and agents to ship what’s next.

For more than a decade, Vercel has shaped how the web is built. As the team behind Next.js, v0, and AI SDK, we create products that help builders move from idea to production with speed, security, and exceptional developer experience.

Now, software is entering a new era, and the next generation of products will not just be used by people. They will be built, extended, and operated by agents.

We are building the platform for that future, trusted by companies like OpenAI, PayPal, Ramp, Supreme, and millions of developers worldwide. Whether you’re building our products, supporting our customers, growing our community, or shaping our story, you’ll help define what comes next.

About the Role:

Vercel is growing fast, and so is the demand on our IT team. We’re looking for an IT Operations Engineer to be the backbone of day-to-day technical support for our New York City office, someone who takes real ownership of the employee experience and keeps our team running at full speed.

In this role, you’ll be the go-to person for in-office IT support: resolving hardware and software issues and partnering with teams across the company to make sure everyone has what they need to do their best work. You’ll manage the tools and systems Vercel’s employees rely on every day, from endpoint management and AV to onboarding workflows and access controls.

AI fluency is a core expectation at Vercel, not a bonus. We expect you to actively use AI tools to work faster, automate repetitive tasks, and solve problems more effectively. Whether that’s writing scripts, drafting documentation, triaging requests, or researching solutions, we want someone who reaches for AI as a natural part of how they work.

Beyond the helpdesk, you’ll have genuine opportunities to contribute to larger IT projects and initiatives. This is a team that operates with a high bar and moves quickly, and we’re looking for someone who matches that energy: proactive, detail-oriented, and genuinely excited about building great IT experiences at scale.

This is an in-person role based in New York City. The successful candidate will be expected to work onsite to effectively collaborate with our team and support our office’s IT needs.

What You Will Do:

  • Serve as the first point of contact for in-office and remote staff on all IT-related issues. Troubleshoot and resolve hardware, software, and network problems, ensuring minimal downtime and a great employee experience.
  • Actively use AI tools to triage requests, draft documentation, write scripts, and find solutions faster. We expect AI to be a regular part of how you work, not an occasional experiment.
  • Utilize IT ticketing systems to manage and prioritize help-desk requests, keeping response times tight and communication clear.
  • Help with the creation, management, and support of user accounts and access controls, ensuring employees have the resources and permissions they need to do their jobs.
  • Support in-office AV and conference room technology, including event support for team gatherings and all-hands meetings.
  • Collaborate with other IT team members on projects ranging from new technology rollouts to process improvements.
  • Partner with our Onboarding team to procure equipment, set up accounts, and deliver a smooth experience for new hires.
  • Develop and maintain clear documentation for IT systems, processes, and common issues.
  • Work cross-functionally with teams like Workplace Services and People to support company-wide initiatives and keep the office running well.

About You:

  • Experienced IT Professional: You have at least 5 years of experience in IT support or a related field, with a solid foundation in troubleshooting hardware, software, AV, and network issues. Experience in a startup or tech environment is a plus.
  • AI-Native Worker: You actively use AI tools as a core part of how you work, not just occasionally. You reach for them to move faster, automate repetitive tasks, write scripts, draft docs, and solve problems more effectively.
  • Tech-Savvy Problem Solver: You have a strong understanding of macOS environments, networking, and security, and you’re known for diagnosing and resolving technical issues quickly and thoroughly.
  • Effective Communicator: You can explain complex technical issues in plain language and work collaboratively across teams and departments with ease.
  • Proactive and Adaptable: You thrive in fast-paced environments, take initiative without being asked, and can juggle multiple tasks or priorities without dropping the ball.
  • Service-Oriented: You’re approachable, patient, and genuinely enjoy helping people. You treat every support interaction as an opportunity to leave someone better off than you found them.
  • Detail-Oriented: You manage your work and documentation carefully, keep IT assets organized, and don’t let things fall through the cracks.
  • Security Conscious: You understand the importance of cybersecurity and are proactive about implementing measures to protect company data and systems.
  • Continuous Learner: You stay current on IT trends and best practices and are motivated to grow your skills alongside the team and the company.

Benefits:

  • Great compensation package and stock options.
  • Inclusive Healthcare Package.
  • Learn and Grow - we provide mentorship and send you to events that help you build your network and skills.
  • Flexible Time Off - Flexible vacation policy with a recommended 4-weeks per year, and paid holidays.
  • We will provide you the gear you need to do your role, and a stipend to refresh your tech gear as needed.

The base pay range for this role is $116,000-$174,000. This salary range is an estimate. Actual salary will be based on job related skills and experience.  The total compensation package also includes benefits and equity-based compensation.

Vercel is committed to fostering and empowering an inclusive community within our organization. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. Vercel encourages everyone to apply for our available positions, even if they don’t necessarily check every box on the job description.

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Operations HubSpot Implementation Specialist at Pavago

Implements and optimizes HubSpot CRM systems across Sales, Marketing, and Service hubs, configures workflows and automations, migrates data, and trains clients on platform best practices.

Mid Remote Posted 11 minutes ago RemoteFirstJobs Product
What this role involves

HubSpot Implementation Specialist – Remote

Position Type: Full-Time, Remote

Location: Remote

Working Hours: U.S. Business Hours

About the Role

At Pavago, one of our clients is hiring a skilled HubSpot Implementation Specialist to help businesses maximize the value of the HubSpot platform through successful implementations, system optimization, and client enablement.

In this role, you’ll lead HubSpot implementations across Sales Hub, Marketing Hub, and Service Hub, building scalable CRM solutions, automating business processes, migrating data, and delivering exceptional client experiences. You’ll work closely with Project Managers, Solutions Architects, Developers, and clients to ensure every implementation aligns with business goals and best practices.

If you’re passionate about HubSpot, enjoy solving complex technical challenges, and thrive in a client-facing consulting environment, this role is a strong fit.

What You’ll Own

HubSpot Implementation & System Configuration

  • Configure and optimize HubSpot across:

    • Sales Hub
    • Marketing Hub
    • Service Hub
  • Build and manage:

    • Workflows
    • Automations
    • Pipelines
    • CRM architecture
    • System logic
  • Execute data migrations, including:

    • Data mapping
    • Imports
    • Validation
  • Develop dashboards, reporting, and campaign structures.

  • Support HubSpot CMS and content deployment initiatives.

End-to-End Implementation Delivery

  • Deliver projects from onboarding through deployment.

  • Participate in:

    • Discovery
    • Strategic planning
    • Configuration
    • Development
    • Testing
    • Go-live support
  • Ensure every implementation aligns with client goals and delivery standards.

  • Perform quality assurance testing to ensure accuracy, scalability, and performance.

Client Enablement & Consulting

  • Lead client onboarding and training sessions.

  • Educate clients on HubSpot best practices and platform capabilities.

  • Translate business requirements into scalable HubSpot solutions.

  • Collaborate with:

    • Project Managers
    • Solutions Architects
    • Developers
  • Deliver an exceptional client experience throughout each engagement.

Troubleshooting & Platform Optimization

  • Diagnose and resolve HubSpot platform and integration issues.

  • Improve:

    • CRM structure
    • Workflows
    • Reporting
    • Automation
  • Escalate complex technical issues with detailed documentation.

  • Recommend process improvements based on platform performance.

Performance & Documentation

  • Analyze CRM performance and campaign effectiveness.
  • Provide data-driven recommendations for optimization.
  • Maintain accurate project documentation within HubSpot.
  • Ensure documentation remains organized and scalable.

What Success Looks Like

  • HubSpot implementations are delivered successfully and on schedule.
  • Clients confidently adopt and utilize the HubSpot platform.
  • CRM systems remain scalable, organized, and efficient.
  • Automations improve operational efficiency.
  • Data migrations are completed accurately.
  • Clients receive proactive guidance that drives long-term success.

What Makes You a Strong Fit

  • You enjoy solving complex technical and operational challenges.
  • You combine technical expertise with excellent client communication.
  • You thrive in fast-paced consulting environments.
  • You’re highly organized and detail-oriented.
  • You proactively identify opportunities for optimization.
  • You enjoy helping clients maximize their technology investments.

Required Experience & Skills

Experience

  • Proven hands-on experience with:

    • HubSpot Sales Hub
    • HubSpot Marketing Hub
    • HubSpot Service Hub
  • Strong expertise in:

    • CRM architecture
    • Workflows
    • Automation
    • Pipelines
  • Experience with:

    • Data migration
    • System integrations
    • Troubleshooting
    • Platform optimization
  • Ability to manage multiple implementation projects simultaneously.

  • Professional written and spoken English.

  • Experience leading:

    • Client meetings
    • Training sessions
    • Solution workshops
  • Strong analytical and problem-solving skills.

Nice to Have

  • Active HubSpot Certifications or willingness to obtain them.
  • Experience with HubSpot CMS.
  • Background in digital marketing or CRM consulting.
  • Experience working in implementation agencies or consulting environments.
  • Knowledge of API integrations and third-party business applications.

Tech Stack

  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • HubSpot CMS
  • Google Workspace
  • Microsoft Office
  • CRM reporting and dashboard tools
  • AI productivity tools (ChatGPT, Microsoft Copilot, Claude, or similar)

What a Typical Day Looks Like

  • Meet with clients to review implementation progress.
  • Configure HubSpot workflows, pipelines, and automations.
  • Execute data imports and validate CRM data.
  • Troubleshoot platform or integration issues.
  • Build dashboards and reporting.
  • Train clients on HubSpot functionality and best practices.
  • Collaborate with Project Managers, Developers, and Solutions Architects.
  • Update project documentation and implementation milestones.

In short: You’ll design, build, optimize, and support HubSpot solutions that help clients streamline operations, improve customer engagement, and achieve their business goals.

Key Metrics for Success (KPIs)

  • Successful implementation delivery.
  • Project completion within timeline and scope.
  • Client satisfaction.
  • HubSpot adoption and utilization rates.
  • CRM accuracy and data integrity.
  • Workflow and automation performance.
  • Quality assurance and documentation accuracy.

Why This Role Stands Out

  • Work with a leading HubSpot implementation agency.

  • Partner directly with clients to solve meaningful business challenges.

  • Continuous opportunities for HubSpot certifications and professional development.

  • Fully remote role with flexible work arrangements.

  • Collaborative team environment focused on learning and innovation.

  • Career progression into:

    • Senior HubSpot Consultant
    • Solutions Architect
    • CRM Implementation Lead
    • Client Success Leadership

Interview Process

  1. Application Review
  2. Spark Hire Intro Video (3–5 minutes)
  3. Client Interview
  4. Offer & Onboarding

What Happens After You Apply

After submitting your application, you’ll receive an email invitation from Spark Hire to record a short 3–5 minute Intro Video. This is the first step in our hiring process and can be completed whenever it’s convenient for you.

Instead of an initial screening call, you’ll have one opportunity to introduce yourself, discuss your HubSpot implementation experience, and explain how you’ve configured CRM systems, built automations, managed data migrations, and supported clients throughout implementation projects. You’ll also have the chance to highlight your consulting approach, troubleshooting expertise, and experience working across HubSpot’s Sales, Marketing, and Service Hubs. Your video will be reviewed by the hiring team before moving forward to the client interview.

You can record your video as many times as you’d like before submitting it—only your final version will be reviewed.

Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after applying.

Apply Now

If you’re passionate about HubSpot, enjoy helping businesses optimize their CRM, and thrive in a client-facing consulting environment, we’d love to hear from you. Apply today and help organizations unlock the full potential of the HubSpot platform.

Read the full description
Operations PBM Operations Associate at Rightway

Configure and maintain pharmacy benefit designs in claims adjudication systems, test benefit setups, and resolve claims-related inquiries across implementation and plan changes.

Junior Posted 11 minutes ago RemoteFirstJobs Product
What this role involves

ABOUT THE ROLE:

Our pharmacy benefit management (PBM) offering represents an important growth area for Rightway. Helping clients better manage pharmacy spend to make drugs more affordable for their employees and dependents is critical to their business sustainability. Rightway is responsible for designing, building, and operating a new-to-the-world PBM model base on our core tenets: fairness & transparency, unlocking the supply chain, supporting the physician-patient relationship, and utilizing navigation to empower consumers.

The PBM Operations Associate is a member of the Rightway Operations team reporting to the Manager, Benefit Configuration. This role will be responsible for the configuration and maintenance of benefits, and related claims adjudication rules within the claim platforms.

WHAT YOU’LL DO:

  • Review client benefit design documentation for completeness and accuracy, flagging open items and partnering with implementation and client success to resolve gaps prior to configuration.
  • Configure client benefit designs in the claims adjudication platform, including plan parameters, copay structures, inclusions and exclusions, and utilization management edits, for both new client implementations and mid-year plan changes.
  • Develop and execute test claim scenarios to validate benefit setup prior to go-live, and perform ongoing monitoring and regression testing to confirm accuracy after changes. Research, document, and correct identified defects through to resolution.
  • Research and resolve inquiries related to claims adjudication and benefit configuration, partnering with client success to communicate findings and remediation steps.
  • Work cross-functionally with product, client success, implementation, and formulary teams to ensure benefits are built and operating according to signed client requirements.
  • Maintain complete, audit-ready documentation of benefit setup, testing evidence, and internal controls in support of audit and internal quality standards.
  • Track work across implementation and plan change trackers, keeping status, ownership, and deadlines current so cross-functional partners have real-time visibility.

WHO YOU ARE:

  • Bachelor’s degree preferred; relevant experience considered for exceptional candidates.
  • 1-3 years of PBM experience in claims adjudication, benefit configuration, or testing/QA.
  • Pharmacy Technician certification or related pharmacy experience highly desirable.
  • Strong attention to detail with the ability to trace a claim outcome back to its configuration driver.
  • Comfortable navigating ambiguity; able to work from incomplete requirements, ask the right questions, and exercise sound judgment when documentation doesn’t cover every scenario.
  • Comfortable working in structured tools (Excel, Smartsheet, claims platforms) and managing multiple client deliverables against firm deadlines.
  • Clear written communicator who documents decisions and keeps stakeholders informed without being prompted.

COMPENSATION: $65,000 - $85,000 annually, in addition to bonus and equity.

Compensation offered will be determined by geographic location, experience, and qualifications.

CYBERSECURITY AWARENESS NOTICE

In response to ongoing and industry-wide fraudulent recruitment activities (i.e., job scams), Rightway wants to inform potential candidates that we will only contact them from the @rightwayhealthcare.com email domain. We will never ask for bank details or deposits of any kind as a condition of employment.

ABOUT RIGHTWAY:

Rightway is on a mission to harmonize healthcare for everyone, everywhere. Our products guide patients to the best care and medications by inserting clinicians and pharmacists into a patient’s care journey through a modern, mobile app. Rightway is a front door to healthcare, giving patients the tools they need along with on-demand access to Rightway health guides, human experts that answer their questions and manage the frustrating parts of healthcare for them.

Since its founding in 2017, Rightway has raised over $200mm from investors including Khosla Ventures, Thrive Capital, and Tiger Global. We’re headquartered in New York City, with satellite offices in Denver and Dallas. Our clients rely on us to transform the healthcare experience, improve outcomes for their teams, and decrease their healthcare costs.

HOW WE LIVE OUR VALUES TO OUR TEAMMATES:

We’re seeking those with passion for healthcare and relentless devotion to our goal. We need team members that embody our core values:

  1. We are human, first Our humanity binds us together. We bring the same empathetic approach to every individual we engage with, whether it be our members, our clients, or each other. We are all worthy of respect and understanding and we engage in our interactions with care and intention. We honor our stories. We listen to—and hear—each other, we celebrate our differences and similarities, we are present for each other, and we strive for mutual understanding.

  2. We redefine what is possible We always look beyond the obstacles in front of us to imagine new solutions. We approach our work with inspiration from other industries, other leaders, and other challenges. We use ingenuity and resourcefulness when faced with tough problems.

  3. We debate then commit We believe that a spirit of open discourse is part of a healthy culture. We understand and appreciate different perspectives and we challenge our assumptions. When working toward a decision or a new solution, we actively listen to one another, approach it with a “yes, and” mentality, and assume positive intent. Once a decision is made, we align and champion it as one team.

  4. We cultivate grit Changing healthcare doesn’t happen overnight. We reflect and learn from challenges and approach the future with a determination to strive for better. In the face of daunting situations, we value persistence. We embrace failure as a stepping stone to future success. On this journey, we seek to act with guts, resilience, initiative, and tenacity.

  5. We seek to delight Healthcare is complicated and personal. We work tirelessly to meet the goals of our clients while also delivering the best experience to our members. We recognize that no matter the role or team, we each play a crucial part in our members’ care and take that responsibility seriously. When faced with an obstacle, we are kind, respectful, and solution-oriented in our approach. We hold ourselves accountable to our clients and our members’ success.

Rightway is proud to be an Equal Opportunity Employer that believes in the strength of diverse thought, beliefs, backgrounds, and education. We foster an inclusive culture where differences are celebrated to drive the best business decisions possible. We do not discriminate on any basis protected by applicable law. All employment decisions are based on merit, qualifications, need, and performance.

Read the full description
Operations Program Director, Fraud Operations, Investigations & Intelligence at Pathward

Leads fraud operations team overseeing alert management, investigations, and intelligence across the fraud lifecycle with responsibility for operational metrics and regulatory compliance.

Lead Hybrid Posted 11 minutes ago RemoteFirstJobs Product
What this role involves

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Louisville, KY,  Troy, MI,  Franklin, TN,  Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.  We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

Provides end-to-end operational fraud leadership below the SVP, owning the fraud lifecycle from Level 1 alert operations through Level 2 investigations and fraud intelligence. Establishes and runs the management rhythm for alert volumes, queue health, escalation routines, service-level performance, and operational risk response, connecting alert operations, investigations, and intelligence into one coherent fraud lifecycle. Leads a management team of managers — the Manager, Fraud Alert Operations and the Manager, Fraud Investigations. Partners with Governance, Risk & QA on quality themes and with Strategy, Analytics & Product Controls on detection and control improvements, and ensures work is executed to a standard sufficient for regulatory, audit, and quality-assurance review.

What You Will Do:

  • Provides end-to-end operational leadership for the fraud lifecycle, integrating Level 1 alert operations, Level 2 investigations, and fraud intelligence into a single, coherent operating model.
  • Owns the operational management rhythm — alert volumes, queue health, work allocation, productivity routines, SLA performance, escalation management, and operational risk response — and resolves day-to-day prioritization and queue conflicts.
  • Directs the Manager, Fraud Alert Operations and the Manager, Fraud Investigations as peer managers with distinct missions, ensuring clear ownership of alert operations versus complex investigations and effective handoffs between them.
  • Sets and enforces Level 2 investigative standards, complex case review expectations, documentation and evidence discipline, escalation packages, and management approvals, ensuring investigations are complete, defensible, and examination-ready.
  • Owns fraud intelligence, including typology development, emerging threat monitoring, root-cause analysis, pattern identification, and feedback loops into detection strategy, rules, and thresholds.
  • Ensures timely and accurate referral of SAR- and CTR-eligible activity to BSA/AML Operations, and that escalation of immediate-attention, terrorist-financing, human-trafficking, and imminent-loss indicators occurs same business day per procedure.
  • Establishes, monitors, and reports operational KPIs and KRIs (e.g., alert-to-case conversion, aging, throughput, SLA adherence, loss trends) and provides decision-ready reporting to the SVP and governance forums.
  • Partners with Governance, Risk & QA on QA/QC themes, procedure adequacy, corrective actions, and audit and exam evidence; partners with Strategy, Analytics & Product Controls on detection rules, thresholds, and control improvements.
  • Recommends changes to policies and procedures affecting fraud alerting, investigation, and escalation, and drives continuous improvement in alert-to-case workflows, automation, documentation standards, and escalation protocols.
  • Manages, mentors, and develops management and analyst talent, including hiring, assigning and directing work, establishing goals, evaluating performance, developing schedules and standards, and resolving employee-related issues; may hold budget responsibilities.
  • Represents fraud operations, investigations, and intelligence in governance committees, audit engagements, and OCC examination support as directed by the SVP.
  • Other duties as assigned.

What You Will Need:

  • Bachelor’s degree in a related field, or equivalent combination of education and experience.
  • Professional certification such as Certified Fraud Examiner (CFE) and/or Certified Anti-Money Laundering Specialist (CAMS) strongly preferred.
  • Typically requires 10 or more years of related fraud, investigations, or financial-crimes experience, including several years leading teams and managing through subordinate managers or supervisors.
  • Demonstrated experience owning fraud operations, Level 2 investigations, and/or fraud intelligence in a bank, processor, or comparably regulated environment, including exposure to regulatory examinations (e.g., OCC) and audit engagements.
  • Strategic and operational leadership across the full fraud lifecycle, with the ability to translate program objectives into daily execution and measurable outcomes.
  • Deep knowledge of fraud typologies, investigative standards, card and ACH ecosystems, alerting and case management platforms (e.g., Actimize), and SAR/CTR referral requirements.
  • Strong people leadership, including developing managers, building scalable structures, and setting performance and quality standards.
  • Sound judgment under pressure with the ability to prioritize competing queues, manage escalations, and balance risk-based approaches with regulatory expectations.
  • Excellent written and verbal communication, including executive-, audit-, and regulator-ready reporting and documentation.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $72,000 – $120,000

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.

This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.)

#LI-Remote

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com

Please click here to view Pathward’s Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

Candidate Scam Warning

We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/

Read the full description
Operations Fraud Risk Management & Operations (FRMO) Analyst I at Pathward

Reviews fraud alerts and monitoring reports, investigates suspicious transactions, and executes mitigation actions to detect and prevent fraudulent activity on customer accounts.

Junior Hybrid Posted 11 minutes ago RemoteFirstJobs Product
What this role involves

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Louisville, KY,  Troy, MI,  Franklin, TN,  Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.  We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

Responsible for the first-line (Level 1) review, triage, and disposition of fraud alerts and monitoring reports, as well as the investigation and disposition of fraud cases, to detect, prevent, and escalate fraudulent and unusual activity involving Pathward accounts, cards, and services, in accordance with the Enterprise Fraud Risk Management Program and applicable procedures. Analyzes customer and transactional activity across multiple monitoring populations, product types, and fraud typologies; conducts end-to-end case investigations; executes card actions to mitigate loss; and documents findings to a standard sufficient for regulatory, audit, and quality-assurance review. Performs the full range of Case Analyst investigative duties with the exception of Suspicious Activity Report (SAR) and Currency Transaction Report (CTR) filings, which are referred to and completed by BSA/AML Operations. Refers potentially suspicious activity for SAR consideration and escalates matters warranting specialized handling.

What You Will Do:

  • Reviews and triages fraud alerts and monitoring reports across assigned populations (e.g., Velocity Foreign Non-Travel (VFNT), ACH Monitoring, Visa/MasterCard authorizations (VRM/FRM), Potential Fraud (Pfraud), CAMS, Multiple Address/Phone/SSN, Prohibited Countries, and closed-account reviews) to identify and detect unusual or potentially fraudulent activity.
  • Establishes the expected activity profile for the account and product, compares observed versus expected activity, and identifies patterns consistent with known fraud typologies.
  • Makes and documents a triage determination — resolve at review level, consolidate into an existing case, take immediate card action, or advance to full case investigation.
  • Conducts end-to-end fraud case investigations, gathering and analyzing account, transaction, device, and relationship data across systems to confirm or rule out fraud, quantify exposure, and reach a supported disposition.
  • Performs the full range of Case Analyst investigative duties — including case build-out, evidence gathering, narrative documentation, and case closure.
  • Prepares and refers SAR- and CTR-eligible activity, with supporting documentation, to BSA/AML Operations for filing consideration and completion.
  • Executes card actions (block, unblock, close, reissue) on Pathward Managed cards and submits Action Requests for Sponsorship cards through the established process, documenting the basis, date, and system used.
  • Documents all review activity, analysis, and dispositions in Actimize and applicable tracking spreadsheets, clearly and at the time the step is performed, to a standard understandable by a regulator, auditor, or QA reviewer.
  • Escalates SAR-eligible, immediate-attention, terrorist-financing, human-trafficking, or imminent-loss indicators same business day per the escalation procedures and prepares referral information for BSA/AML Operations.
  • Answers inbound and returns outbound calls related to fraud monitoring, card status, and cardholder verification, completing required after-call documentation.
  • Maintains service levels (SLAs), production, and quality standards for assigned workstreams in accordance with policies, procedures, and compliance requirements.
  • Other duties as assigned.

What You Will Need:

  • High School Diploma or equivalent.
  • Typically requires less than two years of related experience. Exposure to fraud, payments, banking operations, or customer service required.
  • Attention to detail and accuracy in transaction analysis and documentation.
  • Ability to manage a daily workload and meet same-day and SLA-driven deadlines.
  • Strong written and verbal communication skills.
  • Self-sufficient and well organized with support; comfortable working across multiple systems and monitoring reports.
  • Foundational understanding of fraud red flags and typologies (e.g., account takeover, first-party fraud, card-not-present fraud) preferred.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $17.25 hourly – $28 hourly

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.

This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com

Please click here to view Pathward’s Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

Candidate Scam Warning

We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/

Read the full description
Operations Analyst – Case Operations at Pathward

Investigates and documents suspicious activity monitoring cases to ensure BSA/AML compliance and regulatory adherence.

Junior Hybrid Posted 11 minutes ago RemoteFirstJobs Product
What this role involves

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Louisville, KY,  Troy, MI,  Franklin, TN,  Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.  We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

The Analyst, Case Operations is responsible for the day-to-day investigation, documentation, and disposition of Pathward’s Suspicious Activity Monitoring (SAM) cases within the BSA/AML & Sanctions Operations team, ensuring compliance with the Bank Secrecy Act (BSA), AML regulations, and OCC supervisory expectations. Reporting to the Manager, BSA/AML Operations – Cases, this role performs the investigation, documentation, and disposition of escalated cases arising from SAM-related triggers, and supports Pathward in maintaining a well-governed, risk-based, and sustainable investigation and reporting framework. Responsible for supporting and enhancing the organization’s Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance program.

What You Will Do:

  • Conducts SAM case investigations, enhanced due diligence, and escalation activities.
  • Investigates cases generated through transaction monitoring systems, as well as manual referrals.
  • Executes day-to-day case work across case volumes, aging, investigation quality, and regulatory responsiveness, ensuring adherence to established SLAs and quality standards.
  • Serves as a first-line individual contributor within the BSA/AML & Sanctions Operations team and Pathward’s Financial Crime Compliance (FCC) Program, partnering closely with the Alerts and SAR Filing teams, Compliance, Technology, Data Analytics, Program Management, and Assurance functions.
  • Supports the development, implementation, and maintenance of BSA/AML policies, procedures, desktop procedures, and controls for the case function.
  • Assists in executing components of the BSA/AML program including customer due diligence, sanctions screening, and suspicious activity identification, where applicable.
  • Contributes to risk assessments to identify and evaluate BSA/AML risks across products, services, customers, and geographic locations.

Operational Execution & Investigations

  • Investigate, document, and disposition cases in accordance with Pathward policies, procedures, and regulatory requirements.
  • Maintain accountability for:
  • SAM case investigations and dispositions
  • Identification of suspicious activity and preparation of SAR referrals for the SAR Filing function
  • CTR accuracy and timeliness
  • Escalation of investigations requiring Enhanced Due Diligence (EDD)
  • Timely, complete, and defensible responses to 314(a) information requests, law enforcement inquiries, subpoenas, and regulatory requests
  • Manage assigned queues and workload to ensure cases remain within SLA and proactively escalate potential backlogs.

Quality & Collaboration

  • Participate in coaching, feedback, and continuous learning to strengthen investigation skills and consistency.
  • Perform self-review and support quality review of investigations and SAR referrals to ensure consistency, completeness, and defensibility.
  • Contribute to a culture of accountability, consistency, and continuous improvement across SAM Case Operations within the BSA/AML & Sanctions Operations team.

Reporting

  • Document investigation outcomes in clear, risk-focused narratives aligned with OCC expectations for senior management and Board oversight.

Risk Management & Root Cause Analysis

  • Support root cause analysis for operational issues, trends, or findings, including identification of control gaps and recommendation of risk-based remediation actions.
  • Support remediation activities that are sustainable and aligned with Pathward’s enterprise risk management framework.

Technology, Data Analytics & Rule Tuning

  • Partner with FCC Program Management, Data Analytics, and Technology Assurance by providing feedback on SAM rules and scenarios, evaluating alert and case quality, and supporting appropriately governed, tested, and documented rule changes.

Policies, Procedures & Professional Development

  • Follow and provide feedback on SAM case-related procedures, desktop procedures, checklists, sample narratives, and reference guides to help ensure they remain current, accurate, and aligned with regulatory guidance and operational practice.
  • Participate in training, quality assurance, and mentorship, promoting professional growth and consistent execution.

What You Will Need:

  • Bachelor’s degree required; professional certifications (e.g., CAMS) preferred.
  • Experience in BSA/AML operations, financial crimes investigations, and SAM programs within a regulated financial institution.
  • Demonstrated experience conducting case investigations and preparing SAR referrals.
  • Working knowledge of Actimize, FCRM, and enterprise transaction monitoring systems.
  • Strong analytical, communication, and organizational skills, with the ability to manage queues, SLAs, and personal workload.

The responsibilities listed above are not all inclusive and may be changed at any time.

#LI-Remote

Salary range:  $43,000 – $70,000

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.

This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com

Please click here to view Pathward’s Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

Candidate Scam Warning

We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/

Read the full description
Operations Sr. Analyst – Complex Investigations at Pathward

Conducts complex financial crime investigations across AML, sanctions, and fraud domains, producing defensible SAR narratives and serving as a technical resource to junior analysts.

Senior Hybrid Posted 11 minutes ago RemoteFirstJobs Product
What this role involves

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Louisville, KY,  Troy, MI,  Franklin, TN,  Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.  We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

The Senior Analyst, Complex Investigations conducts the review, investigation, and resolution of the Bank’s most complex and high-risk financial crime matters across AML, Sanctions, and Fraud domains. As a senior individual contributor, the role independently executes multi-account, multi-entity, and cross-product investigations, produces defensible SAR narratives and decisioning, and applies advanced typologies and investigative techniques. The Senior Analyst operates within the escalation and quality frameworks owned by leadership, serves as a technical resource and informal coach to less-experienced analysts, and ensures all investigative outputs are consistent, well-documented, and regulator-ready under OCC, FinCEN, and internal program standards.

What You Will Do:

Complex Investigations & Case Execution

  • Independently conduct complex and high-risk investigations across products and customer types, including multi-account, multi-entity, and cross-product matters.
  • Handle repeat SAR subjects, continuing activity reviews, and examiner-referred matters in line with established escalation criteria.
  • Analyze transactional, KYC/CDD, and open-source information to reach sound, defensible investigative conclusions.
  • Identify and escalate systemic or thematic risks, unusual typologies, and potential control gaps emerging from casework to leadership.

SAR Decisioning, Narratives & Documentation

  • Draft clear, complete, and defensible SAR narratives and decisioning that withstand examiner, audit, and law-enforcement scrutiny.
  • Ensure all investigative documentation meets the five-element documentation baseline and internal quality standards.
  • Prepare Continuing Activity Reports (CARs) and support 314(a)/314(b), OFAC, and PEP-related investigative activity as needed.

Quality, Escalation & Governance

  • Operate within the escalation and quality frameworks owned by leadership; apply routing and escalation criteria consistently.
  • Partner with QC/QA teams by responding to feedback, remediating identified defects, and helping surface systemic trends.
  • Maintain consistency with enterprise investigative standards and methodologies across AML, Fraud, and Sanctions domains.

Technical Expertise & Coaching

  • Serve as a subject-matter resource on advanced typologies, investigative techniques, and analyst judgment.
  • Provide informal coaching, case feedback, and peer review to less-experienced analysts; support onboarding and training initiatives.
  • Contribute to the continuous improvement of procedures, desktop procedures, checklists, and reference guides based on casework insights.

Cross-Functional Collaboration

  • Coordinate with AML, Fraud, Sanctions, Compliance Advisory, Legal, and Technology partners on complex financial-crime scenarios spanning multiple risk domains.
  • Support regulatory examinations, internal audit, and validation efforts by preparing case artifacts and responding to information requests.

What You Will Need:

  • Bachelor’s degree required (Finance, Criminal Justice, Accounting, Business, or related field).
  • CAMS or equivalent AML certification strongly preferred.
  • Advanced certifications (e.g., CFE, CFCS) a plus.
  • 5+ years of BSA/AML, Sanctions, or Fraud investigations experience, including complex or high-risk casework and SAR filing.
  • Demonstrated ability to independently investigate multi-account, multi-entity, and cross-product matters.
  • Strong command of financial-crime typologies, transaction monitoring systems (e.g., Actimize, FCRM), and watchlist/screening tools (e.g., Bridger).

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $60,000 – $100,500

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.

This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com

Please click here to view Pathward’s Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

Candidate Scam Warning

We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/

Read the full description
Operations GTM Operations Specialist (f/m/d

Manages go-to-market operations and processes to support sales execution and customer onboarding for a hospitality software platform.

Mid Posted 13 minutes ago Jobicy AI
What this role involves
Apaleo is the world’s most open, API-first property management platform powering the next generation of hospitality operations. Its modular, AI-powered infrastructure enables hoteliers to customise their tech stack, automate routine...
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Operations Operations Risk Lead

Leads operations risk management and mitigation strategies for a prediction markets platform.

Lead Posted 13 minutes ago Jobicy AI
What this role involves
What We’re Up To Kalshi has defined a new category: prediction markets. Kalshi allows people to trade on the outcome of any events and turn any question about the future...
Read the full description
Operations Senior Sales Operations Manager

Manages sales operations processes, systems, and workflows to support the sales team and drive revenue efficiency.

Senior Posted 13 minutes ago Jobicy AI
What this role involves
About the Role At NetBox Labs, we’re building the future of network automation. Our products power network and infrastructure management for thousands of organizations, from fast-growing startups to global Fortune...
Read the full description
Operations Marketing Operations Manager

Manages marketing operations and processes to support growth initiatives at a B2B SaaS-focused investment firm.

Mid Posted 13 minutes ago Jobicy AI
What this role involves
Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with...
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Operations GTM Operations Specialist (f/m/d

Manages go-to-market operations, streamlines processes, and supports hospitality tech platform scaling and customer success.

Mid Posted about 3 hours ago Jobicy AI
What this role involves
Apaleo is the world’s most open, API-first property management platform powering the next generation of hospitality operations. Its modular, AI-powered infrastructure enables hoteliers to customise their tech stack, automate routine...
Read the full description
Operations Senior Sales Operations Manager

Manages sales operations processes, systems, and workflows to support the sales team and drive revenue efficiency.

Senior Posted about 3 hours ago Jobicy AI
What this role involves
About the Role At NetBox Labs, we’re building the future of network automation. Our products power network and infrastructure management for thousands of organizations, from fast-growing startups to global Fortune...
Read the full description
Operations DSP-CPT-11477 Administrative & Operations Support Virtual Assistant at 20four7VA

Virtual assistant handles administrative tasks, maintains employee documentation, organizes files, manages spreadsheets, and tracks operational data for a growing Amazon DSP delivery operation.

Junior Remote Posted about 12 hours ago RemoteFirstJobs Product
What this role involves

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!

If you’re interested in this opportunity, click APPLY TO POSITION to proceed.

\*\*\******************************************************************

Title: Independent Contractor – DSP-CPT-11477 Administrative & Operations Support Virtual Assistant/Business Support VA/Entry-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A newly launched Ohio-based delivery (Amazon DSP) operation is seeking a part-time Virtual Assistant to provide back-office administrative, organizational, and reporting support as the business grows.

The VA will help maintain organized employee and audit documentation, improve spreadsheets and trackers, pull operational data, maintain recurring records, and ensure important administrative requirements do not fall through the cracks.

The position will begin at 10 hours per week, with the intent to gradually expand the VA’s responsibilities and hours as the business ramps.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Administrative & File Management

  • Organize and maintain employee and operational files
  • Maintain audit-ready documentation and folders
  • Organize onboarding records such as required licenses, screening documentation, and related records
  • Maintain workers’ compensation, insurance, and other business documentation
  • Track outstanding administrative requests and deadlines
  • Ensure important documents and information can be located quickly when requested

Spreadsheet & Operational Reporting

  • Maintain and improve recurring Excel spreadsheets and trackers
  • Pull operational data from client-provided systems
  • Track daily routes, package volume, delivery results, and other operational information
  • Organize data so the client can review business performance and costs
  • Maintain accurate recurring reports
  • Assist with simplifying repetitive data-entry and reporting workflows

General Operations Support

  • Maintain task lists and follow up on outstanding administrative items
  • Assist with occasional employee onboarding administration when needed
  • Help document and organize policies and recurring business processes
  • Support the owner and operations manager with back-office tasks
  • Learn additional systems and responsibilities as the business grows
  • Assist with inbox, calendar, or other executive-support activities as the role expands

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

  • Previous administrative, executive assistant, operations support, or back-office experience required
  • Strong Microsoft Excel / spreadsheet skills required
  • File and document-management experience required
  • Strong attention to detail and organizational skills
  • Comfortable handling confidential employee and business records
  • Experience working with operational data or recurring reports preferred
  • Logistics, transportation, delivery, or similar experience is a plus but not required

IDEAL CANDIDATE PROFILE

  • Highly organized and dependable
  • Strong thinker and quick learner
  • Excellent with spreadsheets and backend organization
  • Able to take loosely organized information and turn it into a usable system
  • Comfortable working in a fast-moving operational environment
  • Proactive about tracking outstanding tasks and deadlines
  • Able to learn unfamiliar platforms without extensive hand-holding
  • Comfortable using AI tools to improve productivity
  • Interested in becoming a dependable long-term resource as the company grows

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

  • Microsoft Excel
  • Google Sheets
  • Microsoft Office / Google Workspace
  • AI Productivity Tools
  • Amazon / Client Operational Systems – Training Provided

Work Schedule

  • Contracted Hours per Week: 10 Hours (Hours expected to increase as the business grows)
  • Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
  • Daily Working Time: Flexible EST Business Hours – TBD

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

  • Contractors will operate under a Master Services Agreement and a Statement of Work
  • This is not an offer of employment; contractors are not employees of 20four7VA or any client
  • All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

  • REQUIRED SERVICE: Business Support
  • REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
  • Contracted Hours per Week: 10 hours/week
  • Daily Working Time: Flexible EST Business Hours – TBD
  • Scheduled Working Days: Monday-Friday
  • REPORTING TO/POC: To Be Determined
  • Number of VAs: 1
  • GENDER PREFERENCE: None
  • LANGUAGES SPOKEN/PREFERENCE: English
  • ACCENT PREFERENCE: Level A-C (Clear, Professional English Communication Required)
  • REGION PREFERENCES: Any

What we offer

  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!
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Operations Junior Operations Associate at Cledara

Executes daily operational workflows including invoice matching, merchant classification, payment reconciliation, and identifies process improvements for a SaaS platform.

Junior Posted 1 day ago RemoteFirstJobs Product
What this role involves

The Company

Cledara helps businesses take control of their software subscriptions by providing visibility of software spend, cutting excess costs, and streamlining administrative tasks. Our platform allows companies to focus on what matters most: growing their business.

With over 1,300 customers globally, we are recognized as a leader in the SaaS management space. We are proud to announce that in February 2026, G2 named Cledara one of the Best UK Software Companies. This prestigious recognition follows our success in the G2 Winter 2025 Report, where we earned 16 badges for SaaS Spend and SaaS Operations Management. Our high ratings for usability and customer relationships underscore our commitment to a powerful yet user-friendly product.

We are a product-led company with a clear vision and backed by tier-1 investors, including Notion Capital, Nauta Capital, Anthemis and CommerzVentures. We have a market-leading product with a proven track record and a collaborative team with a high-performance culture. We believe in working hard so we can learn quickly and get better.

The Role

As one of the first members of our Operations team, you’ll work closely with the Head of Support & Operations to run and iterate the processes that power Cledara’s platform. Your work will directly impact our customers and product, and you’ll play a key role in shaping how operations evolve.

You will be responsible for:

  • Executing exception handling and daily workflows for Cledara’s customer invoice matching process.

  • Managing routine merchant classification and data enrichment with high accuracy.

  • Supporting customer payment, reconciliation, and reward payout processes on a recurring basis.

  • Operating manual fallbacks for automated product features to keep customer experiences seamless.

  • Identifying recurring patterns or friction points in manual workflows and collaborating with the Product team to implement operational improvements.

  • Fluent written and spoken English.

  • High attention to detail and satisfaction in running daily, structured operational processes.

  • A proactive, can-do attitude with the discipline to maintain quality across routine tasks.

  • Eagerness to learn new tools and systems (especially modern Product and Operations platforms).

  • Strong problem-solving instincts; able to follow established protocols while thinking critically when an edge case pops up.

  • Passion for technology startups and curiosity about the SaaS industry.

  • Ability to work from our Barcelona office 3 days per week.

About You

  • You like routine and consistency: You get genuine satisfaction from working through a checklist, completing daily operational workflows, and keeping things running smoothly.
  • You’re detail-oriented and reliable: You take pride in high accuracy and don’t lose focus during repetitive tasks.
  • You’re a continuous improver: While you’re happy running the process as-is today, your eyes are always open to finding small efficiencies, documentation fixes, or patterns that could help automate work tomorrow.
  • You bring positive energy: You are resilient, resourceful, and bring a practical, solution-oriented mindset to the team.
  • You’re early in your career: Looking to gain deep, foundational experience in SaaS product operations from the ground up.

Your growth, wellness, and day-to-day experience matter to us. Here is how we set you up for success:

  • Health and Wellness: Access to a Private Medical Insurance plan and a corporate ClassPass account.
  • Professional Growth: A €500 annual training budget to support your ongoing learning and development.
  • Work Environment: A vibrant office space featuring outdoor terraces, showers, and secure bike storage. This role will involve a hybrid model, with 3 days per week in the office, to foster collaboration and team culture.
  • Tech: We will provide the tools you need to succeed, including an Apple MacBook.
  • Culture and Food: A €100 per month food allowance to support your team lunches and daily sustenance and complimentary fruit, snacks, and team lunches.

Salary range - €24,000-€26,000

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