264 Professional Services Companies in Colorado

Customer Success / Account Manager Who is Our Client Our client is an award-winning, Denver-based software company committed to above and beyond service, unprecedented ROI to our customers, and ridiculously crazy giving to charity. They offer SaaS-based Retail Management Software including self-service payment solutions to a variety of channels within the hospitality industry including hotels, glamping sites, and luxury residences. What Our

Provide cross-functional leadership on the SEO, ASO and Mobile app performance marketing strategy and implementation for Personal Capital to deliver on our aggressive growth plans. Provide cross-functional leadership on the corporate priority initiative to drive Earned Leads strategy and implementation; deliver on our aggressive growth plans by partnering with our content creators and PR teams. Interact directly with executive leadership, communicating and securing support for key initiatives. Engage with digital media channel owners and manage agencies to define KPIs, analyze performance and drive media spend efficiencies. Manage multi-million $ budget for key marketing channels.

The Senior Compliance Manager will report to the Director of Compliance as part of a small, cohesive team of compliance professionals. This person will be a compliance professional with proven experience in the industry and will have a substantive role in helping develop and administer the compliance program (Rule 206(4)-7 of the Investment Advisers Act of 1940). This person will assist in evaluating the adequacy and effectiveness of the program’s policies and procedures and will liaise with different areas of the business to evaluate risk, controls, and enhancements that may be necessary. This person will seek out opportunities to grow their knowledge and apply different Investment Advisers Act rules and regulations to existing and emerging business processes. The Senior Compliance Manager will also be responsible for maintaining relationships and managing the compliance processes for distinct areas of the business and become a subject matter expert in his/her role. He/she will also be responsible for evaluating new initiatives, relationships, or regulatory developments and propose or identify compliance program changes or control elements that are needed to meet changing business needs. This person will be responsible for collecting testing data, preparing data samples/sets, and performing testing and analyses. Perform a variety of ad hoc projects upon request, including project scoping, management, and execution with little direction. This person will also be a mentor and a leader for more junior members of the team and will assist the Director of Compliance with day to day workflow and delegation of certain responsibilities. He or she will also assist in the monitoring of advisory emails, texts, phone calls and CRM system notes in adherence to the Company’s communications and supervision policies. They will also work closely with Legal team to ensure proper legal review of existing and emerging topics.

You will provide insights to business stakeholders in Marketing, Sales, Product, and Service, enabling them to make informed decisions. You will perform exploratory and detailed analysis of large data sets and present the analysis to stakeholders. You will maintain and create complex classifiers, predictive models and utilize other machine learning techniques, in collaboration with Data Engineers, Java Engineers, Business Analysts and business stakeholders to provide analysis and make recommendations.

Looking to make a real difference? You belong right here.  Come build a rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you. If you share that belief, this is where you belong. Join our team