Financial Consultant in United States

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team The Platform Sales team is a highly consultative, enterprise sales team that is responsible for some of Stripe’s largest and fastest growing partners. Stripe helps software platforms offer more value to their customers by embedding Stripe’s powerful payments technology into their solution. As a Platform Sales Manager, you will play a critical role on our go-to-market leadership bench-- leading a team of AEs to make payments-as-a-service a competitive advantage for high-growth organizations. What you’ll do Drive sales growth through successful leadership, organizational planning, customer service and outstanding execution Oversee the expansion of Stripe’s footprint with global saas platforms Make hiring decisions, honing our ideal candidate profile and onboarding strategy Create structure and focus for GTM ideas and product sales campaigns that the product team is exploring. Drive execution and measurement. Analyze results and make recommendations for action in a timely manner. Define key sales support mechanisms, processes, and programs to meet the rapid growth of the business and achieve revenue attainment and market development objectives Build a world-class organization and write the playbook for the era of monetizing payments on platform Responsibilities Lead a team of sophisticated Existing Business, Platform AEs focused on expanding our global footprint with enterprise SaaS platforms Drive deal strategy and partner across the

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team The Platform Sales team works with B2B Software Platforms to help them facilitate payments for their customers using our Stripe Connect product. Software Platforms, also known as B2B Indirect, are software platform businesses who serve other businesses. Platforms already using Stripe include Shopify, Lightspeed and Mindbody. What you’ll do Responsibilities Recruit, train and lead a team of new business sales professionals Develop both the long-term vision and strategy for the team and manage day-to-day operations Be accountable for increasing revenue and scaling the team Coach, mentor and guide the team in developing consultative and solution-based sales skills Effectively work cross-functionally across the organization to shape Stripe’s solutions to meet client needs Inspire, motivate and enable individual development to promote career growth of direct reports Who you are We are looking for a self-starting leader who has demonstrated success dealing with ambiguity, operating in a high-growth environment, and solving complicated problems with limited oversight. Ideal candidates will have management and leadership experience scaling a technology sales team, superior communication skills, and a knack for understanding unique customer needs. Minimum requirements 13+ years of technology sales experience with 5+ years of people management experience Experience hiring, training and coaching a high-performance sales team Ability to build rela

Who We Are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team As a member of the Partner Solutions Architecture (PSA) team, you will be responsible for providing technical guidance to Stripe’s partners. Our goal is to drive growth through co-solutioning, education and enablement with our partner organization. The right candidate will be a critical technical liaison to the Stripe Partner Development Manager. This will involve creating comprehensive technical business plans for Partners, including identifying, incubating and bringing to market service/solution offerings built on or with Stripe. A Partner Solution Architect is someone who is intellectually curious, motivated to win, open and entrepreneurial. What you’ll do As a member of the team, PSAs build highly consultative trusted relationships with executives and technical decision makers in the customer’s organisation to provide business and technical thought leadership, and become a trusted advisor in solving mission-critical business challenges. We architect business models with them so they can drive new monetization opportunities and growth. Responsibilities: Work with key partners to build out their Stripe capabilities and solutions to grow their business and drive non-linear growth Develop and execute enablement plans Be at the forefront of technical discussions & solution deep-dives with partners on the value Stripe can provide to their clients Engage with CTOs, engineering & other technical leads at key partners to share technology

Partner Solutions Architect, Technology Partners Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team As a member of the Partner Solutions Architecture (PSA) team, you'll be responsible for providing technical guidance to Stripe's technology partners. Our goal is to drive growth through co-solutioning, education, and enablement with our partner organization. The right candidate will be a technical liaison to the Stripe Partner Development Manager. This will involve creating technical business plans for technology partners, including identifying, incubating, and bringing to market service and solution offerings built on or with Stripe. A Partner Solutions Architect is someone who is intellectually curious, open, and entrepreneurial. What you'll do As a member of the team, PSAs build consultative relationships with executives and technical decision-makers in the customer's organization to provide business and technical thought leadership, and become a trusted advisor in solving business-critical challenges. We architect business models with them so they can drive new monetization opportunities and growth. Responsibilities Work with key technology partners to build out their Stripe capabilities and solutions to grow their business and drive non-linear growth Develop and execute enablement plans Be at the forefront of technical discussions and solution deep-dives with technology partners on the value Stripe can provide to their clients Engage with CTOs, engineering, and other technical leads at ke

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary: Builds strategic partnerships with assigned producers and customers to achieve profitable growth and cross sell objectives for assigned business or customer segments, products, and assigned geographies. Strong understanding of customer needs and expectations across multiple market segments. Moderate influence on the sale and retention of business. Fundamental Components: Oversees targeted business prospects to develop new opportunities and cross sell business to ensure profitable customers and help grow the business through consultative consulting, issue resolution, and superior service. Manages and builds producer relations as needed depending on book of business or market segment(s) being supported. Identifies opportunities to partner with the client by drawing from the entire spectrum of product lines, illustrating a keen understanding of clients' multifaceted needs and benefits utilizing Aetna's full product array (e.g., fully vs. self-insured, product combinations and/or product specializations by industry). Develops, executes, and communicates company objectives that are aligned with prospect’s objectives, financial position, and employee benefits strategy. Coordinates sales materials, testimonials, and support from SME’s to put together presentations for clients. Delivers organized polished presentatio

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Vice President, Business Development, Global Business Platforms Vice President, Business Development, Business Platforms Overview The Global Partnerships team is responsible for cultivating and managing Mastercard’s strategic partnerships with key players across the payments ecosystem. The team works with global players in tech, e-commerce, and financial services to create innovative, differentiated products and solutions that shape the future of commerce. Through a consultative approach, and inspired by Mastercard’s longstanding focus on inclusive growth, we are passionate about working hand in hand with mission-aligned companies to solve real-world problems for people and businesses around the world. The Global Business Platforms vertical under Global Partnerships builds strategic relationships with top companies in technology, commerce, and finance that serve businesses around the globe. This team leverages Mastercard’s capabilities to solve real-world challenges and deliver seamless, secure, and inclusive payment experiences for our partners and their business customers of all sizes. We are looking for a strategic leader with strong business development and partnership expertise to lead engagement and partnerships with technology platforms serving the business space. This role will help develop a

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more. Responsibilities Identify use cases and prospect high growth companies that are ~100 employees and beyond Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion Own mastery of Plaid solutions and evangeli

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About the team The Product Sales team at Plaid is a specialist, solutions-focused sales organization responsible for driving adoption and growth of Plaid’s emerging products across both new and existing customers. This team plays a critical role in scaling products, translating customer needs into commercial opportunities, and accelerating Plaid’s next phase of growth through consultative, value-driven selling. About the role In this role, you will own the full sales cycle for Plaid’s Fraud solutions, driving new business and expansion within existing customers. You will act as a subject matter expert across fraud, risk, and identity verification, partnering closely with Account Management, Product, and Go-To-Market teams to identify high-impact use cases and deliver measurable customer value.This role is ideal for a self-starting seller who operates with ownership, thinks ahead, anticipates risk, and takes proactive action, while embracing a collaborative, win-as-a-team approach with fellow sellers and cross-functional partners. Responsibilities Own new business and expansion revenue for Plaid’s Fraud and Identity solutions across a defined territory. Build deep customer relationships and clearly a

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary : This Underwriting role is for Meritain Health, an independent subsidiary of Aetna and CVS, and one of the nation's largest employee benefits administrators. We have the resources of a national carrier coupled with the unique flexibility and devoted service of a third-party administrator (TPA). The Meritain Health underwriting department supports the attainment of organizational goals through the issuance of prospective and existing business quotations and proposals. Including administrative fee pricing, stop loss, RFP questionnaire responses, and plan consultation. This fully-remote position will have the opportunity to work on a diversified book of business including Mid-Market and our Captive/Alternate channels. Responsibilities Include: Provide guidance and consultation to our Sales and Client Management teams on pricing and stop loss strategies Prepares and issues quotations and other financial deliverables for prospective and existing business while meeting established departmental TAT goals. Prepares financial projections on prospects utilizing financial models in Excel and Salesforce. Marketing and placement of stop loss policies, negotiating terms based upon claims data, strategy, relationships. and cost avoidance/reduction efforts. Works with leaders from key functional areas to understand p

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 Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly! Individuals who are eager to learn, embrace challenges, and passionate about succeeding will thrive at Ramp. Our Partner Development Representatives act as the initial point of contact and are responsible for generating new partnerships with private equity firms that drive introductions to sales opportunities for Ramp. What You’ll Do Generate new partner opportunities with private equity firms through direct outreach Engage and qualify new partner prospects through consultative conversation over a variety of outreach methods, including but not limited to: emails, calls, events, and social channels Conduct research on Private Equity firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners Educate key decision-makers in financial

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your Opportunity Are you looking for a high-impact finance role that offers true flexibility? We are seeking a Lead Revenue Accountant to join our team in a fully remote capacity . In this pivotal role, you won’t just be managing spreadsheets; you will be a key partner to our Revenue Accounting Senior Manager, helping to shape and build our revenue processes from the ground up. This is your chance to apply your technical mastery in a fast-paced, modern environment where your contributions directly influence our financial reporting and growth. If you thrive on autonomy and want to skip the commute to focus on meaningful work, this is the role for you. What You'll Do: Lead the Process: Take full ownership of the revenue-related month-end close, ensuring our financial reporting is accurate, timely, and transparent. Technical Consultation: Review customer contracts and non-standard terms to determine the correct revenue treatment, providing clear and concise accounting documentation. Financial Integrity: Prepare and reconcile essential revenue schedules, including deferred revenue and contract assets/liabilities, maintaining a high standard of precision. Process Innovation: Drive continuous improvement by streamlining our Order-to-Cash processes and supporting vital SOX audit controls. Strategic Collaboration: Act as a subject matter expert on special projects and ad-hoc requests, providing the revenue accounting insights needed for senior management to make informed decisio

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Our Payments Risk team builds and operates decisioning capabilities across Signal and Guarantee. We help customers tune thresholds and rules so they can approve more good transactions while reducing returns. For Guarantee, this work also protects the economics of the risk Plaid underwrites. You will be the technical, customer-facing Payment Risk Consulting Lead for Signal and Guarantee. You will interpret model outputs, diagnose customer performance, and turn that analysis into concrete threshold and rules recommendations. You will own proofs of concept and retros, improve existing integrations, and help the team identify patterns that can be scaled through better processes and product capabilities. Responsibilities Own customer proofs of concept and retros from analysis through recommendations and follow-through. Proactively optimize Signal customers, prioritizing accounts with high return rates. Read model outputs and diagnose the drivers of authorization and return-rate performance. Recommend threshold and rules changes that align with each customer's risk and authorization goals. Help Guarantee customers tune thresholds to achieve target authorization rates while protecting lo

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. We are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models. Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking. Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board. Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. We are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models. Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking. Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board. Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations. P

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new account