Portfolio And Transaction Specialist Jobs

Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy. About This Role We're hiring the first Bookkeepers on our Financial Management team — a founding, hands-on role at the intersection of real client bookkeeping and 0-to-1 product building. You won't be joining an established practice with a mature playbook; you'll be writing it. You'll do the actual books for our earliest restaurant customers while working shoulder-to-shoulder with product and engineering to shape the service, tooling, and workflows that will define how Toast delivers bookkeeping at scale. This role is for someone who genuinely likes restaurant bookkeeping — the prime cost, the tip reporting, the multi-location chaos — and who also gets energy from questioning industry norms and building something new rather than maintaining something established. Ambiguity here isn't a bug; for the first year or two, it's the job. If you're the kind of person who reads a messy set of restaurant books and sees an interesting puzzle — and who'd rather build the recipe than follow one — we'd love to hear from you. *Location Requirement: This position requires 2 days per week on-site at our Boston office (located in the Seaport). A day in the life (Responsibilities) Own end-to-end bookkeeping for a portfolio of pilot restaurant customers: chart of accounts setup, monthly close, bank/POS reconciliations, accruals, and delivery of clean financial statements. Serve as Toast's in-house expert on restaurant-specific accounting — prime cost, COGS, labor and tip reporting, multi-unit consolidation, high-volume daily transaction reconciliation, and multi-jurisdiction sales tax. Embed directly with product and engineering, translating real client workflows and pain points into product requirements that shape our roadmap — you'll be in the room when we decide what to build next,

Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy. About This Role We're hiring the first Bookkeepers on our Financial Management team — a founding, hands-on role at the intersection of real client bookkeeping and 0-to-1 product building. You won't be joining an established practice with a mature playbook; you'll be writing it. You'll do the actual books for our earliest restaurant customers while working shoulder-to-shoulder with product and engineering to shape the service, tooling, and workflows that will define how Toast delivers bookkeeping at scale. This role is for someone who genuinely likes restaurant bookkeeping — the prime cost, the tip reporting, the multi-location chaos — and who also gets energy from questioning industry norms and building something new rather than maintaining something established. Ambiguity here isn't a bug; for the first year or two, it's the job. If you're the kind of person who reads a messy set of restaurant books and sees an interesting puzzle — and who'd rather build the recipe than follow one — we'd love to hear from you. *Location Requirement: This position requires 2 days per week on-site at our Boston office (located in the Seaport). A day in the life (Responsibilities) Own end-to-end bookkeeping for a portfolio of pilot restaurant customers: chart of accounts setup, monthly close, bank/POS reconciliations, accruals, and delivery of clean financial statements. Serve as Toast's in-house expert on restaurant-specific accounting — prime cost, COGS, labor and tip reporting, multi-unit consolidation, high-volume daily transaction reconciliation, and multi-jurisdiction sales tax. Embed directly with product and engineering, translating real client workflows and pain points into product requirements that shape our roadmap — you'll be in the room when we decide what to build next,

About Formation Bio Formation Bio is a tech and AI driven pharma company differentiated by radically more efficient drug development. Advancements in AI and drug discovery are creating more candidate drugs than the industry can progress because of the high cost and time of clinical trials. Recognizing that this development bottleneck may ultimately limit the number of new medicines that can reach patients, Formation Bio, founded in 2016 as TrialSpark Inc., has built technology platforms, processes, and capabilities to accelerate all aspects of drug development and clinical trials. Formation Bio partners, acquires, or in-licenses drugs from pharma companies, research organizations, and biotechs to develop programs past clinical proof of concept and beyond, ultimately helping to bring new medicines to patients. The company is backed by investors across pharma and tech, including a16z, Sequoia, Sanofi, Thrive Capital, John Doerr, Spark Capital, SV Angel Growth, and others. You can read more at the following links: Our Vision for AI in Pharma Our Current Drug Portfolio Our Technology & Platform At Formation Bio, our values are the driving force behind our mission to revolutionize the pharma industry. Every team and individual at the company shares these same values, and every team and individual plays a key part in our mission to bring new treatments to patients faster and more efficiently. About the Position The Director of Business Development, Strategic Sourcing, will play a key role in identifying, evaluating, and managing early-stage assets and opportunities for Formation Bio's business development pipeline. This role will involve guiding potential opportunities from asset identification through to transaction closing, working closely with the business development team to identify outreach areas and drive deal flow within designated outreach regions. Responsibilities Leading deal-by-deal opportunity/asset teams from asset identification to tr

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role As a Strategic Account Manager, you will be responsible for driving the strategy, growth, and overall health of a book of 8–12 of Ramp’s largest and most strategic customers. You’ll own the long-term relationship and be accountable for maintaining and growing revenue, driving product adoption, and ensuring your customers achieve meaningful business outcomes on Ramp. You’ll build deep relationships across all levels of your customers’ organizations, from day-to-day operators to C-suite executives, and be skilled at managing complex stakeholder dynamics and product configurations. Internally, you’ll partner closely with senior leaders and cross-functional teams at Ramp to strengthen our B2B relationships, coordinate strategic initiatives, and feed structured insights into our product roadmap and internal processes. What You’ll Do Own a portfolio of 8–12 strategic Enterprise customers, with clear accountability for retention, expansion, and overall account health Maintain and grow revenue and usage within your book of business by identif

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role We're looking for a Senior Corporate Paralegal to join Ramp's Legal team and own the operational backbone of how we govern and structure the company. Ramp runs a growing portfolio of U.S. and non-U.S. entities — including regulated and licensed subsidiaries — across a business that ships constantly and raises, acquires, and expands on short notice. You will be the person who keeps that machinery accurate, current, and audit-ready. This is a broad generalist role. You'll sit at the center of corporate governance, entity management, equity administration, and litigation/employment and you'll partner directly with Finance, Accounting, Tax, Treasury, Compliance, Equity Admin, and People, and outside counsel. We are a small, high-leverage team supporting a company that moves quickly, so you'll cover a lot of ground and be trusted to run matters independently. What You'll Do Corporate governance: Prepare board and stockholder meeting materials, agendas, minutes, written consents, resolutions, secretary's certificates, and incumbency certifi

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Ramp is building institutional partnerships with the GSI (Global System Integrators), Big-Four consulting firms, and global advisory firms that shape finance transformation, ERP modernization, and technology decisions for the CFOs and finance leaders we serve. These organizations are often in the room when enterprise clients are redesigning their finance stack, selecting technology, or moving from strategy into implementation. This portfolio spans the largest global professional services firms (e.g., Deloitte) and GSIs (e.g., Infosys). They are complex organizations with distinct service lines (e.g., ERP, Tech Modernization, Finance Transformation) each with its own leadership, incentives, and economics, so earning credibility inside one is as much about navigating the firm as it is about the relationship. This role will own Ramp's relationship with that network of firms, building firm-specific go-to-market motions that can include executive engagement, account mapping, co-sell, implementation alignment, thought leadership, and events

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role The next chapter of Ramp's growth runs straight through the customers we already have: 70,000+ finance teams who adopted us for one thing and haven't yet seen what the rest of the platform can do for them. That is the largest untapped growth opportunity in the company, and Account Management owns it. This is a build role, not a maintain role. You'll carry a book of high-value customers and real latitude over how you grow it. This means deciding which plays to run, which executives to get in front of, which products to lead with. Your ceiling is set by your judgment, operating rigor and urgency. Ramp’s expansion motion is a critical part of our long-term strategy and success, and this role represents an opportunity to help define what that looks like at a world-class business. What You’ll Do Own growth across a portfolio of 300+ high-value customers - retention, adoption, expansion, and net-new spend on the platform. Build real relationships with the finance leaders who make the decisions, and connect what they're trying to accomplish

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. What you’ll do Lead implementation of complex projects to establish Ramp.com as the gold standard for brand and product marketing Work with designers and engineers to maintain and enhance Ramp's brand design system and component library, ensuring consistency across the site Partner with designers to create interactive experiences that drive site engagement Design and unblock yourself when design resources are constrained Work closely with the paid ads and growth teams to conduct A/B testing on landing pages for multi-channel lead generation What you need Minimum 5 years of experience as a front-end or design engineer, ideally on a marketing site Strong skills in React, CSS and modern frameworks (we use Next.js and Tailwind) A portfolio site that demonstrates your previous work Deep understanding of responsive design and design-to-code workflows. Experience maintaining a reusable component library and sweating the design details in code Stellar communication skills with a proven ability to work effectively in cross-functional teams Desire to work in

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the role Ramp is building a new AI business, and you’ll be one of its first technical sellers. Your job is to turn technically complex AI products into closed revenue. You’ll sell a growing portfolio spanning AI-powered applications and agents for finance teams, as well as infrastructure that helps companies deploy and manage AI with greater control, security, and cost efficiency. This is a product-focused, quota-carrying technical sales role. You’ll help customers evaluate and purchase Ramp’s AI products, translating complex capabilities into clear business value and guiding opportunities from discovery through close. This is a high-velocity commercial role, not a traditional pre-sales position where success ends with a great demo. You’ll be accountable for turning technical evaluations into commercial wins from start to finish. You’ll lead discovery, shape deal strategy, build executive-level business cases, deliver tailored demonstrations, navigate technical and commercial objections, and create urgency around a clear path to purchase. You’

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role As an Enterprise Account Manager, you will oversee a book of 60–70 Enterprise customers (500+ employees) and own the long-term relationship, overall account health, and commercial outcomes for your portfolio. You will be responsible for maintaining and growing revenue, driving adoption across Ramp’s product suite, and ensuring customers achieve meaningful business outcomes. You will build strong relationships at all levels of your customers’ organizations — including operators, directors, VPs, and C-suite leaders — and be skilled at managing evolving needs and product configurations. Internally, you’ll work closely with cross-functional teams to support customer initiatives, coordinate efforts, and contribute insights that help shape Ramp’s product and operational processes. What You’ll Do Own a portfolio of ~60-70 Enterprise customers, with a clear responsibility to develop strategies for expansion, driving revenue for Ramp Lead customer conversations across all seniority levels, including operators, finance leadership, and C-suite e

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Customer Success Managers at Ramp drive value for customers and revenue for the business by ensuring fast, effective onboarding and activation of newly closed customers. As a Senior Scaled CSM, you’ll play a critical role in delivering high-quality outcomes at scale while helping shape the processes, playbooks, and customer strategy that fuel Ramp’s growth. You’ll own a high-volume portfolio of micro-SMB and micro-MM customers, balancing efficiency and personalization through strong judgment, structured execution, and thoughtful use of scalable motions. This role is ideal for someone who thrives in fast-paced environments, operates with high ownership, and consistently drives customer outcomes. What You’ll Do Own the end-to-end onboarding and activation of a large portfolio of micro-SMB and micro-MM customers, driving customers to full Ramp adoption within 60 days through efficient, scalable motions. Lead onboarding with strong executive presence, setting clear agendas, controlling call flow, and driving as much progress as possible i

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Commercial Account Managers at Ramp are the primary relationship owners post-implementation, responsible for driving product adoption, spend activation, and long-term account growth across a portfolio of 150–200 commercial customers. As Ramp’s first Account Manager dedicated to Canadian-based customers, you’ll own a portfolio of Canadian commercial accounts; deepening relationships, leading strategic conversations, and identifying opportunities to expand Ramp’s footprint while developing a deep understanding of their local needs and helping shape Ramp’s growing presence in Canada. What You’ll Do Build and nurture strong relationships across new and existing high-value commercial customers to better achieve their needs and manage all reporting of health within accounts Develop deep, multi-threaded relationships with decision makers at your customers Drive spend across your book of business by owning retention, adoption, expansion within existing products, and growth across your your accounts Lead Executive Business Reviews within your

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Design is core to how we build products at Ramp. We're hiring a recruiter to help shape the team that will be responsible for it. You'll partner with design leadership to hire across Product Design, Design Engineering, and Brand Design. You'll lead searches from inception to close, helping teams identify, assess, and hire exceptional designers. The best designers are rarely on the market. A big part of the job is fostering relationships before someone starts their job search: through events, referrals, and ongoing engagement with the design community. You'll help Ramp stay connected to talent and cultivate the networks that drive future hiring. What You’ll Do Own full-cycle recruiting across Product Design, Design Engineering, and Brand Design Partner with design leadership to define hiring needs, align on candidate profiles, and calibrate talent across a range of design disciplines Identify and engage talent through X, portfolio sites, and other industry channels Build relationships with designers through referrals, events, and ongoi

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Design is core to how we build products at Ramp. We're hiring a recruiter to help shape the team that will be responsible for it. You'll partner with design leadership to hire across Product Design, Design Engineering, and Brand Design. You'll lead searches from inception to close, helping teams identify, assess, and hire exceptional designers. The best designers are rarely on the market. A big part of the job is fostering relationships before someone starts their job search: through events, referrals, and ongoing engagement with the design community. You'll help Ramp stay connected to talent and cultivate the networks that drive future hiring. What You’ll Do Own full-cycle recruiting across Product Design, Design Engineering, and Brand Design Partner with design leadership to define hiring needs, align on candidate profiles, and calibrate talent across a range of design disciplines Identify and engage talent through X, portfolio sites, and other industry channels Build relationships with designers through referrals, events, and ongoi

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role The Credit Engineering team builds the systems that enable Ramp to manage credit lifecycles for businesses end-to-end, from initial underwriting through ongoing portfolio strategy optimization. As an engineer on Credit, you’ll own systems that influence $100+ billion in annual payment volume through millions of decisions across our product stack in support of the most ambitious FinTech portfolio in the United States. We are looking for a backend engineer to own the technical roadmap for underwriting, limit management, portfolio optimization, and agentic workflows. You will build robust systems, automate complex operational tasks, and maintain the high-frequency controls that power all of Ramp’s products. If you are obsessed with correctness, excited by ambiguity, and passionate about problems at the intersection of distributed systems and financial strategy, this role is for you. What You'll Do Architect scalable, stateful systems for automated limit management to optimize Ramp’s charge card portfolio. Envision and build the next gene