Us Market Access Key Account Director in United States

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are looking for licensed insurance professionals to act as the frontline champions of our insurance agency. In this role, you will serve as the go-to guide for our users as they navigate their insurance protection journeys. You will own the entire post-purchase experience - troubleshooting complex billing issues, processing endorsements, adjusting coverage on the fly, spotting upsell opportunities, and saving accounts at risk of churning. If you are a naturally empathetic problem-solver who loves insurance and wants to help users get the most value out of our all-in-one platform, we want to hear from you. What you’ll do: Engage potential and current members via phone, email, text, and chat to assist with their insurance needs Respond quickly to customer needs helping to resolve inquires quickly and efficiently Help collect post-bind documentation to ensure customer policies are handled properly Navigate 20+ carrier portals to adjust coverages with high accuracy Receive customer service inquiries from a variety of sources helping our agents focus on selling Monitor the book of business to identify retention opportunities Review renewals to ensure customers have the most up to date information Identify cross-sell opportunities and help close any coverage gaps. We are a small team looking fo

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member’s operational su

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are looking for a highly motivated and experienced Finance Business Partner to join our growing Strategic Finance team. Strategic Finance shapes SoFi’s capital allocation strategy by assessing investment opportunities, framing key trade-offs, and prioritizing resources against the company’s most important growth objectives. As a key business partner, you will provide financial leadership and strategic insights to two of SoFi's most critical and rapidly growing business lines: SoFi Checking & Savings and SoFi Credit Card. SoFi is an AI-forward organization, and you will be expected to responsibly use our suite of AI tools to build and enhance financial models, accelerate analysis, automate workflows, and improve decision-making. What you’ll do: Own the financial strategy, multi-year plan, annual operating plan, and rolling forecasts for SoFi’s rapidly growing Checking & Savings and Credit Card businesses Serve as a strategic thought partner to Business Unit leaders, translating financial and operational data into insights and recommendations that shape growth strategy and business performance Build and analyze customer and product-level unit economics including LTV, CAC, payback periods, and risk-adjusted returns across cohorts, acquisition channels, products, and member segments D

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role Senior Payroll Tax Specialist SoFi is searching for a Senior Payroll Tax Specialist to manage and optimize our payroll tax operations. This role is a key member of the Payroll Team, responsible for validating tax calculations, ensuring filing compliance and serving as the subject matter expert on payroll tax regulations and best practices. The Specialist will exercise independent judgment in interpreting complex federal, state, and local tax laws, advising Finance and HR on tax implications and driving process improvements to ensure absolute accuracy in our tax liabilities and reporting. Responsibilities Validate all payroll tax calculations, filings, and payments to ensure full compliance with statutory regulations. Research and interpret complex payroll tax laws and updates, advising stakeholders on the implications of policy or program changes. Prepare comprehensive reports for Finance and leadership regarding tax liabilities, labor costs, and tax-related trends. Support and lead internal and external payroll tax audits, including detailed documentation and issue remediation. Develop and maintain robust payroll tax controls to support audit cycles and SOX compliance. Oversee the end-to-end US bi-weekly payroll processing as a backup to the Payroll Specialist as needed. Maintain expert knowledge

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role: This role plays a key role in contributing, developing, and maturing an industry-best Credit Risk Management organization across SoFi Technologies, Inc. The incumbent will architect comprehensive risk management capabilities for a rapidly growing bank holding company – ensuring robust defensive and offensive capabilities – maturing foundational risk identification/risk mitigation, risk management frameworks, and risk culture. The contributor will play an essential role in fostering regulatory readiness and maturing a strong effective challenge second-line Credit Risk function. The Credit Risk Oversight (2LOD) Senior Risk Analyst role is critical to success across SoFi Technologies, Inc., SoFi Bank, NA, and operating subsidiaries. The incumbent will contribute to the second-line oversight of Credit Risk across all SoFi’s lending products - Unsecured, Secured and Commercial Lending. The analyst will conduct credit/behavioral/financial analytics or predictive modeling to assess risks and opportunities for the bank portfolios and translate results into recommendations. The 2LOD Senior Risk Analyst will leverage internal and external data sources and technology capabilities in support of the oversight function. Perform analysis to research credit

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role: At SoFi, our mission is to help our members achieve financial independence. To do that, we start with our own team. We are looking for a Stock Plan Administrator who is ready to move beyond basic data entry and step into a role defined by oversight , global scaling , and strategic compliance . This isn't just about maintaining the status quo; it’s about driving the evolution of our equity ecosystem. You will be a primary driver of expanding our global ESPP, a key partner in operationalizing mobility compliance, and a guardian of our equity administration integrity. If you are a process-driven critical thinker who thrives on getting the data right while building the next big thing, you belong here. The Impact You’ll Make: Master the ESPP Universe: Take full ownership of our Employee Stock Purchase Plan, from enrollment and withdrawal to contribution reconciliations and global expansion.Operational Oversight: Act as the primary reviewer and approver for day-to-day operations, ensuring our Stock Plan Analyst’s work is flawless and compliant.Drive Innovation: Lead special projects that matter, including automation of manual flows, system integrations, and reducing SOPs for manual work.Global Mobility & Compliance: Operationalize SoFi’s employee mobility tax sourcing methodology, in partnership wit

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: We are currently seeking a Quantitative Risk Analysis Manager to join the Credit Analytics & Reporting team in the Single-Family division. This position will be tasked with managing a team responsible for reporting and analytics regarding Collateral offerings as well as Collateral model business user supports. The role requires deep understanding of data and current code base, designing analytical approaches for business questions and scenario evaluations, managing data research, analyses and preparation of reports and presentations. Our Impact: Our team is responsible for producing reporting packages to monitor trends and performance. We analyze different test and learn or pilot programs to assess risk of the offerings and create reports to monitor these offerings closely to assess broad roll out. We perform significant user activities for enterprise Collateral models for user acceptance testing and provide feedback. Your Impact: Manage a team of three to four people Complete baseline processes and reports monthly and interpret results as it relates to collateral risk management Follow appropriate controls and standards established to maintain and document for processes & reports. Participate in performing ad-hoc analytics in support of collateral policy Cleanse, manipulate and analyze large datasets using statistical software Collaborate with team members and interact across organizational lines to meet business objectives Qualifications: Degree in

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: Are you an experienced HR technology leader passionate about operational excellence, workforce technology strategy, and delivering exceptional employee experiences? Freddie Mac is seeking a Workforce Technology Operations Manager to lead the team responsible for the technology operations, workforce data, governance, and service delivery that support critical workforce programs across the enterprise. In this leadership role, you will oversee the reliability, security, and performance of workforce technology services while driving continuous improvement, managing operational risk, and enabling scalable solutions that support business priorities and employee outcomes. Our Impact: We enable the technology, data, and operational capabilities that support Freddie Mac's workforce and employee experience. Through strong governance, reliable service delivery, and trusted workforce data, we help ensure workforce technology solutions operate securely, efficiently, and effectively across the enterprise. Partnering across HR, Technology, Risk, and business teams, we drive operational excellence, strengthen controls, improve employee experiences, and deliver technology solutions that support organizational success. Your Impact: In this role, you will: Lead and develop a team responsible for workforce technology operations, security administration, workforce data governance, and service delivery. Manage the production operations of workforce technology applications, including platform reliability, integrations, releases, issue resolution, and ongoing support.

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Single-Family Law Department in the Freddie Mac Legal Division is seeking a collaborative, team focused attorney to join its legal staff as Assistant General Counsel. The attorney will support the single-family mortgage acquisition activities of Freddie Mac, including contract negotiations and drafting, written communications to the industry, internal and external training activities and communications, quality control matters, and new initiatives involving underwriting and purchasing single-family mortgages. Our Impact: Attorneys in the Single-Family Law Department of Freddie Mac’s Legal Division are key advisors to our business colleagues in the development and implementation of policies that support affordable and sustainable housing as part of Freddie Mac’s mission of making home possible. Your Impact: The Legal Division is committed to providing quality and timely advice and representation responsive to client needs on a variety of matters affecting Freddie Mac. As Assistant General Counsel in the Single-Family Law Department, you will: Advise internal clients on mortgage eligibility, credit policies and Freddie Mac Single-Family Seller/Servicer Guide (the “Guide”) matters, including lender eligibility; mortgage purchases; mortgage loan documents and forms; representations, warranties, covenants and remedies relating to lo

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: Are you looking for a fast-paced, influential position handling a broad range of employee relations matters including coaching and counseling all levels of employees? We are searching for an experienced and talented Employee Relations Professional to join this highly collaborative Employee Relations Advisor Team. Our Impact: The Employee Relations Advisor Team is responsible for handling a broad range of employment law and employee relations matters, including the resolution of employment allegations and complaints to ensure fairness, consistency, legal compliance, and mitigate corporate risk. Your Impact: Lead end-to-end management of complex employee relations cases, conducting in-depth analyses to ensure fair, consistent, and compliant outcomes aligned with company policies and regulatory requirements Exercise sound judgment and decision-making authority, leveraging policy and past practice, to assess risk, determine appropriate resolutions, and advise on sensitive or high-impact employee matters with limited oversight Serve as a trusted advisor to HR Business Partners, managers, and business leaders, providing guidance on employee relations issues including performance management, workplace conduct, and policy application Develop clear, comprehensive employee relations case documentation and case summaries, ensuring accuracy, defensibility, and adherence to confidentiality and audit standards Analyze case trends and emerging risks to inform proactive strategies, strengthen manager capability, and enhance the effectiveness

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: As a key member of the Multifamily Digital Program Strategy team, the Strategic Transformation Professional will play a critical role in driving enterprise-wide transformation initiatives, technology portfolio governance, and strategic program execution. This position partners closely with business and technology leaders to align strategic priorities, facilitate delivery through Agile methodologies, and ensure successful implementation of large-scale digital transformation efforts. The ideal candidate will bring experience managing complex programs, leading business requirements activities, supporting Agile delivery teams, and providing executive-level reporting and insights. This role offers the opportunity to influence strategic decision-making while collaborating across a broad network of Multifamily business and technology professionals. Our Impact: Freddie Mac Multifamily offers a dynamic and collaborative environment where team members contribute directly to the success of strategic technology modernization initiatives. The Multifamily Digital / Information Technology Portfolio Strategy team works closely with senior leadership and cross-functional stakeholders across Product Management, Business Operations, Architecture, Data Management, Risk & Controls, User Experience, and Technology Delivery to ensure program objectives are achieved and business value is realized. Your Impact: Partner with Multifamily Digital Program leadership, including providing direct strategic and operational support

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. This role is in Governance and Business Services (GBS) and is part of 1st Line within the Multifamily Division at Freddie Mac in McLean, VA. GBS leads the division in managing operational risk, in compliance with the Corporate Enterprise Risk Management framework. As an Operational Risk & Controls Senior in GBS, you will support Multifamily Process Owners in managing third-party supplier risk by using an integrated approach to operational risk frameworks, collaborating with the 2nd line, 3rd line, and other business lines counterparts. You will engage with key business process owners to assess and monitor inherent risks associated with suppliers, ensuring compliance with regulatory standards and internal controls. This role also offers an excellent opportunity to gain insight into our Multifamily business. The responsibilities are time-sensitive and carry a high level of visibility both within the Multifamily division and across the company. Our Impact: Our team leads third-party risk management for the Multifamily division, serving as trusted advisors to business process owners. We ensure compliance with all corporate third-party risk policies, standards, and procedures, and proactively partner with stakeholders across all three lines to assess and mitigate supplier risks. We oversee

About Energy CX: Energy CX is redefining the energy brokerage industry as the fastest-growing player in the US. By bringing cutting-edge technology, advanced analytics, and innovative solutions, we are disrupting a space that has operated in the dark for too long. Why Energy CX? Recession proof industry Entrepreneurial and ambitious culture with a great team oriented environment Fastest growing energy broker in the country Recognized by Fortune and Great Places to work US Named on Inc 5000’s list of America’s fastest growing companies Compensation Year 1 Expected Earnings → $80,000-$120,000 Title: Account Manager Energy CX is rapidly growing its customer success team and we are seeking Chicago-based professionals to work with the largest CRE firms and manufacturers in the country. About this Job We are looking for customer-facing individuals who will be responsible for renewing our existing customers and strengthening the relationship. Given that this is a growing team we are looking for an individual who is comfortable in a dynamic environment. The person for this job is a relationship builder and excellent communicator. Energy CX believes in obsessing over the customer experience. We are looking for people who understand the importance of this innately, and get excited about making customers happy. Objectives of this Role Retain logos while increasing net revenue Educate and set clear expectations with your customers. Extreme visibility / clarity for all customers is the goal Actively manage all customers to ensure their agreed upon success criteria are met Create lasting relationships with customers through in-person events (dinner, sporting events, coffee, etc.) To be successful in this role you are: Solution-oriented. Problems / Issues are viewed as opportunities, not obstacles Growth-minded: Able to zoom out and prioritize the long term over the short term Interested in learning about a complex industry and new customer bas

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Cyber Security team at Freddie Mac is searching for a strong data analyst to collaborate on developing and administering data security policies as well as safeguarding information, evaluating existing data security procedures and identifying new areas of risk for Freddie Mac. If this role sounds like a fit for your skill set, please read on, apply and learn why there is #MoreatFreddieMac ! Our Impact: We develop and train the enterprise on relevant Identity and Access Management best practices, develop and support automated IAM processes, and develop and implement ongoing IAM efficiency improvements with limited oversight by managers. The role will work closely with Enterprise partners and security control owners on IAM automation development activities and alignment of IAM processes with InfoSec maturity targets as described in the InfoSec Strategy. Your Impact: Senior Data Analyst who can develop and implement new and updated business process automation for all Identity and Access Management activities. Develop and proposes strategies to reduce security risk in the organization by implementing procedural prevention, detection, and response measures, while still enabling positive business outcomes. Comfortable supporting ad hoc data retrieval and analysis requests using SQL queries and Copilot/Excel . Creating audit-ready reference documentation. This role will allow for and support rapid AI-based extrapolation/replication of these services as future automated IAM microservices. Qualifications: Typically, 5 - 7 years of rel

About Energy CX: Energy CX is redefining the energy brokerage industry as the fastest-growing player in the US. By bringing cutting-edge technology, advanced analytics, and innovative solutions, we are disrupting a space that has operated in the dark for too long. Why Energy CX? Opportunity to be a founding member of the New York office, playing a key role in shaping our NYC presence Recession proof industry Uncapped commission with competitive salary Entrepreneurial and ambitious culture with a great team oriented environment Fastest growing energy broker in the country Recognized by Fortune and Great Places to work US Named on Inc 5000’s list of America’s fastest growing companies On Target Earnings Year 1 -> $150,000 Year 2 -> $225,000 Year 3 -> $350,000 Year 4 -> $425,000 Year 5 -> $475,000 - $525,000+ The above figures are conservative estimates; commissions are uncapped, and accelerators and other incentives provide the opportunity to earn beyond these amounts. Year 1 and 2 OTEs are flexible and can be adjusted based on experience and overall fit. Title: Account Executive We are seeking New York-based Account Executives to work with the largest CRE firms and manufacturers in the country. While this role begins as a remote-first position, you will help anchor our local presence as we prepare to launch our New York City office by 2027. See below for more info on our in office policy. About this Job As a sales Account Executive, you will play a pivotal role in driving revenue growth by identifying new business opportunities, nurturing client relationships, and closing deals. We're seeking a dynamic AE who can build rapport with prospective clients and articulate a unique value proposition. If you thrive in a results-driven setting and have a passion for hunting down deals, this is the role for you. While leveraging any existing relationships is beneficial, be prepared to engage in proactive prospecting thr