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Generate demand for SaaS platform solutions through outbound phone, email, and social outreach. Research prospective accounting and bookkeeping partners, identify decision-makers, qualify leads, maintain Salesforce pipeline records, and collaborate with Account Executives and partner services to develop revenue opportunities and improve channel performance.

Leads consulting engagements focused on pricing strategy, revenue growth, customer profitability, and value maximization for consumer markets clients. Analyzes market trends and pricing models, guides complex projects, collaborates with stakeholders, communicates recommendations, and coaches diverse teams. Requires strong analytical thinking, pricing expertise, transformation leadership, and client relationship skills.

Leads pricing and revenue data science initiatives for consumer markets clients. Develops predictive models, forecasts trends and customer behavior, manages dashboards and visualizations, ensures data quality, and translates complex analytics into strategic decisions. Oversees client engagements, validates outcomes, directs complex projects, and coaches diverse, high-performing teams.

Manage tax compliance and advisory work, review tax returns, build client relationships, research tax matters, and mentor staff.

Lead CFO-level client advisory engagements, manage change initiatives, provide financial analysis, develop client budgets, and mentor staff.

Manage financial reporting for skilled nursing clients, assist with budgeting and forecasting, develop team members, and improve processes.

Participates in a two-year Commercial Banking development program with four rotations across sales, product, strategy, and credit. Responsibilities include analyzing financial statements, building financial models, conducting due diligence, underwriting credit transactions, determining risk ratings, preparing credit recommendations, researching markets and industries, supporting business development, and assisting with compliance, risk management, and business initiatives.

Manages a software engineering team responsible for high-scale ad-serving systems. Provides technical direction, supports architecture and engineering practices, collaborates with product management, drives infrastructure improvements, reviews work quality, and develops team performance. The role requires distributed application development experience, cloud deployment knowledge, strong SQL skills, monitoring tools expertise, and proficiency in C++, Java, Go, or Rust. This position is onsite four days per week in Englewood, Colorado.

Designs and delivers Snowflake data architectures on AWS, including dbt-based data engineering and AI-enabled solutions. Leads RAG, vector search, embedding, semantic search, and analytics initiatives from proof of concept through production. Directs project teams, oversees solution quality and budgets, supports proposals and business cases, and serves as a trusted technical advisor to clients. Requires strong data engineering, governance, documentation, communication, and stakeholder-management skills, with travel as needed.

Administer and enhance Salesforce for VIP teams by configuring flows, reports, dashboards, access, and data management. Gather stakeholder requirements, troubleshoot user issues, support adoption, and collaborate with development, analytics, and data engineering teams on integrations and technical solutions. Query and validate data using SQL and Snowflake, test system enhancements, and identify process improvements while maintaining Salesforce data accuracy and integrity.

Reconcile complex mortgage servicer reports, remittances, cash receipts, billings, and discrepancies under strict deadlines. Research and resolve servicing issues, manage servicer relationships, answer investor inquiries, prepare distribution wires, maintain procedures, and support departmental projects. The role operates under close supervision and requires accurate reporting, communication, relationship management, and proficiency with Microsoft Office.

Owns the vision, customer focus, and product backlog for a near-real-time data product. Prioritizes work based on business value, leads backlog grooming, communicates product direction, and partners with Scrum Masters and development teams to ensure delivery aligns with client requirements and business objectives.

Own the conversion of manual regression suites into automated tests for CAD-based desktop and Revit-integrated applications using T-Plan Robot. Design reusable test frameworks, execute and analyze automated tests, document defects, and maintain CI/CD integrations. Apply AI and LLM tools with validation workflows to improve test authoring and reliability. Collaborate with developers and product owners, track coverage and defect trends, and eventually expand automation frameworks and mentorship across other product teams.