Deskhiker - Remote Jobs

Financial Planning Team Lead in US

2 days ago
Origin
At Origin, our mission is to bring financial planning to every employee everywhere. Origin is growing fast and we are expanding into new markets across the globe. 

  • You will be a key partner in helping us manage the largest contracted planner network in the US, beta-test new ways to deliver efficient plans to clients, and then train your direct report network planners. 

You will have access to Origin’s executives and other key stakeholders and have a real impact in charting our company’s immediate and long-term course. Your work will bring to life our mission of enabling every employee, everywhere to reach their life goals of owning a home, buying a car, or sending their kids to college.

What you’ll do:

  • Lead multiple pods of contracted network planners (all have their CFP® certification, pods will be of about 5 planners each). Provide coaching and mentoring to your planners. Assist in hiring and evaluating new planners. Follow disciplinary procedures as required. Help set performance standards (quality) and time-to-serve metrics (quantity), review performance, and provide feedback to planners. Be the main source of contact for your planners.
  • Develop and monitor goals for your planners. Review planner and pod performance, identify trends, suggest improvements, provide feedback to planners.
  • Serve as the first line of elevation should major conflicts arise between a planner and a client. Serve as the main point for your pods for questions they may have regarding internal processes and procedures related to service and planning
  • Become familiar with Origin’s planning process by taking on a small book of clients. Be a beta-tester for new/improved planning procedures and policies before teaching them to your pods. Begin to explore efficiencies around text-based planning (without video calls). 
  • Work collaboratively with leadership to make recommendations across strategy, policies and procedures, and operations. Work with leadership to develop staffing and operational plans.

We’re excited for you to have:

  • Undergraduate degree
  • Minimum of four years progressively responsible and related experience (including supervision of others)
  • Knowledge or experience in the financial planning industry
  • Certified Financial Planner (CFP) designation required
  • Excellent verbal and written communication skills
  • Strong leadership and personnel development skills
  • You are the type of person that thrives in ambiguity and can bring thoughtful solutions to complex problems
  • You see broken things and fix them along the way
  • You're a hustler (e.g. move fast, work hard, and are resilient). This will not be easy, but that doesn't scare you
  • Knowledge of employer equity (or willingness to learn), including ISOs, NSOs, RSUs, ESPPs, and ESOPs


Mid Level
Full Time
Americas

Accounts Receivable Manager in US

8 days ago
Revinate
About Us
Navis and Revinate have joined forces, forming one of the largest and most innovative providers of direct revenue-generating solutions in the hospitality industry. Revinate's mission is to deliver hoteliers scalable direct revenue and profits from data-driven solutions that cultivate deeper relationships with guests. NAVIS' Direct Booking Platform helps capture, convert and retain guests with strategies and services that maximize direct booking revenue. This combination maximizes the lifetime value of each guest through personalized and targeted campaigns across the guest journey.

Role Overview
The Company is a leading enterprise CRM provider to a $500B+ industry where our customers are grappling with challenges of intense competition and expensive acquisition costs due to limited ability/visibility to drive direct bookings.  Our CRM uses cutting-edge technology to build powerful software for our customers to take back control and drive direct revenue. The simplicity and beautiful UX of our solutions are a breath of fresh air in an industry of old technology

Reporting to the CFO, the AR Manager will be a self-motivated financial leader who can work with key stakeholders to maintain and optimize the company’s billing and collection function.   This person must be comfortable in a start-up environment and an agile problem solver that is analytical and detail-oriented.  The ideal candidate will have experience working at a rapidly growing Saas company that invoices and collects in multiple currencies

What You’ll Do
  • Lead the company’s billing and collections process
  • Supervise a team consisting of one full-time accountant and 2 external collection specialists
  • Work with cross-functional teams (operations, CS, product, sales, and finance), to identify improvements and refine the company’s quote to cash process
  • Confirm and reconcile customer disputes related to payment of outstanding balances due
  • Ensure that KPIs are implemented effectively, tracked accurately, and achieved consistently
  • Review accounts for errors, completing adjustments when needed
  • Work with the accounting team to ensure smooth and accurate month-end closing
  • Display a positive and entrepreneurial attitude
  • Perform other duties as required

Position Location
Remote US Based

What You’ll Bring
  • SaaS experience is a must
  • 5+ years of A/R experience, including supervisory experience
  • Experience implementing systems and process automation
  • Comfortable working with large databases and can perform advanced data analysis
  • Team player who works well in a changing environment
  • Strong analytical abilities and problem-solving skills - ability to understand, design, and present solutions to operational and systems challenges as they arise
  • NetSuite, Zuora, and Salesforce experience highly preferred
  • Organized and detail-oriented with experience in performance measurement via KPI
  • Excellent verbal and written communication skills
  • Ability to work and scale effectively in a start-up environment - navigating ambiguity and adapting to change
  • Proficient with Microsoft Office products
  • Experience working with database preferred
  • Global experience a plus

Excited?!  Want to learn more? Apply Now!

Our Core Values
Customer Love -- When the customer wins, we win
One Tribe -- United and strong, on a single mission together
Speak the Truth -- Feedback is a gift - we all improve faster this way
Make it Simpler -- Apply it to everything we do
Hungerness -- Feel it, follow it - be relentless about our success

NAVIS/Revinate is an Equal Opportunity Employer (EOE)
Senior Level
Full Time
Americas
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