Onboarding Associate

🏢 Summary: The Director of Payments Operations leads and oversees end-to-end shareholder and closing-day payment operations, ensuring accuracy, compliance, and timely execution within banking and regulatory standards. The role manages payments leadership, drives operational controls, reconciliation governance, FX execution support, and cross-functional process improvements. This position requires strong expertise in payment operations, compliance, and team leadership within financial services. 🗂️ Requirements: 5+ years experience in banking, financial services, payments, escrow, or transaction operations, 3+ years people management experience, including managing managers and multi-workstream teams, Bachelor's degree in finance, accounting, economics, or operations (or equivalent experience), FINRA Series 99 license or ability to obtain within 365 days, Expertise in payment operations, reconciliations, exception management, and operational controls, Experience with bank operations and managing escalations, Working knowledge of foreign exchange processes and controls, Advanced proficiency in Microsoft Office Suite, Experience with CRM/ERP systems (e.g., NetSuite), Legal authorization to work in the United States without visa sponsorship 📃 Skills: Payments, Reconciliations, Compliance, FINRA, Series99, ForeignExchange, MicrosoftOffice, NetSuite, CRM, ERP 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. A few benefits our employees enjoy Day-one coverage: medical, dental, and vision plans so you're protected from the start A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it Employer-paid life insurance, with the option to add extra coverage for peace of mind Employee Assistance Programs for confidential support when life gets complicated Discounted pet insurance A fitness credit to back your health and wellness goals Pre-tax plans for dependent care, transportation, and flexible spending Position Summary The Director of Payments Operations leads the end-to-end Payments function, with direct oversight of the Payments Managers and the Manager of Payments Compliance. This role is accountable for ensuring shareholder and closing-day payments are executed accurately, on time, and in accordance with deal requirements, internal controls, bank cutoffs, and regulatory/compliance standards. The Director partners closely with Reconciliation, Client Service, Relationship Management, Business Analysts, Product Managers and bank partners to drive operational excellence, reduce payment exceptions and failures, and continuously improve scalability and customer experience. The successful candidate demonstrates a hands-on, self-motivated approach to leadership, brings strong operational judgment, and communicates effectively across internal and external stakeholders. They are highly organized in a fast-paced environment, able to manage competing priorities, and experienced in building and developing high-performing teams through hiring, coaching, and performance management. A Series 99 FINRA license is required for this position. Compensation The salary range for this position is between $125k and $135k, depending on experience level. Primary Responsibilities Own daily execution and oversight of shareholder and closing-day payment operations, including payment file release governance, bank cutoffs, and Service Level Agreement (SLA) adherence. Lead and develop the Payments leadership team, providing coaching, setting goals, and ensuring appropriate staffing, training, and coverage. Establish, implement, and monitor operational controls for record review, payment instruction validation, customer validation, fraud prevention, and documentation retention. Oversee exception management for returned, delayed, or failed payments and ensure escalations are executed with bank partners as needed. Ensure payment files contain required data elements and quality checks to reduce transaction failures. Provide support for Foreign Exchange (FX) execution and operational readiness, including accurate instruction of FX trades and validation of system configuration for multi-currency payment batches. Own reconciliation governance, review trends in breaks, ensure timely resolution, and ensure auditability of supporting evidence. Partner cross-functionally to drive continuous improvement and deliver technology-enabled solutions. Maintain and enforce standard operating procedures, training materials, and a knowledge repository. Produce and deliver regular statistical reporting to senior leadership on payment timeliness, exception volumes, reconciliation status, and root-cause trends. Ensure team performance management processes are executed effectively. Other duties as assigned. Required Qualifications & Skills 5+ years of banking, financial services, payments, escrow, or transaction operations experience (or equivalent). 3+ years of people management experience, including managing managers and leading multi-workstream teams. Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required. FINRA-licensed Series 99 Operations Professional, or willingness and ability to obtain within 365 days of hire. Demonstrated expertise in payment operations, reconciliations, exception management, and operational controls. Strong analytical, problem-solving, and decision-making skills. Experience partnering with bank operations and customer service teams to manage escalations and meet processing cutoffs. Working knowledge of foreign exchange processes and controls. Advanced proficiency with Microsoft Office Suite; experience with CRM/ERP systems such as NetSuite. Physical Requirements/Special Demands Availability to work a non-traditional work-week that may require more than 40 hours per week if needed. Ability to work under tight timelines and manage multiple critical deadlines. We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Equal Opportunity Qualified individuals are assessed without regard to protected status. Requests for reasonable accommodation should be directed to Human Resources.

🏢 Summary: Business Intelligence Analyst responsible for sales reporting, forecasting, and CRM/ERP data analysis to deliver actionable insights and executive dashboards. The role focuses on Salesforce data quality, KPI tracking, and supporting new CRM initiatives including API integrations. This is a hybrid position supporting data-driven decision-making across sales and marketing operations. 🗂️ Requirements: Bachelor's degree or equivalent experience, 3+ years of experience in an analytical role, 2+ years of Salesforce experience, Intermediate to advanced Excel skills, Experience with sales reporting and data analysis, Ability to work with CRM and ERP systems, Legal authorization to work in the United States without visa sponsorship 📃 Skills: Salesforce, NetSuite, Excel, Tableau, PowerBI, CRM, ERP, CPQ, RevenueCloud, APIs, Pitchbook 🏢 Description: About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy Day‑one coverage: medical, dental, and vision plans so you're protected from the start A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it Employer‑paid life insurance, with the option to add extra coverage for peace of mind Employee Assistance Programs for confidential support when life gets complicated Discounted pet insurance (because furry family members count, too) A fitness credit to back your health and wellness goals Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary This Business Intelligence Analyst role will support the execution and continuous improvement of sales reporting and business intelligence, leveraging our CRM, ERP, and other technological platforms to turn raw data into actionable insights. The company currently utilizes Salesforce for its CRM platform and NetSuite for its ERP platform. The Business Intelligence Analyst will be highly detail-oriented, possess excellent communication skills, be able to assemble and present findings, thrive when working with data, analyze results, and understand key drivers of our business. Location: This is a hybrid position based in our Denver, CO office. Compensation: The salary range for this position is between $75k and $82k, depending on experience level. Primary Responsibilities Sales forecasting, pipeline management, tracking metrics against production goals, building out new CRM capabilities, and executive reporting. Support and maintain data quality in Salesforce Analysis of sales and marketing activity through researching deal documentation to identify trends and confirm results Create data visualizations and dashboards to track KPIs Help with special data and business intelligence projects Coordinate, analyze, and meet data needs among various stakeholder groups Project Management of new CRM initiatives, including API integrations Required Qualifications & Skills Bachelor's degree or equivalent experience 3+ years of experience in an analytical capacity 2+ years of Salesforce experience Intermediate to advanced Excel skills Strong analytical, critical thinking, and presentation skills Preferred Qualifications: Experience in financial services or B2B Salesforce Administrator or other certifications Experience with CPQ, Revenue Cloud, or other pricing software Some experience with market research - Pitchbook or other financial databases, research from published data sources Experience with ERP system Tableau or Power BI experience Desired Characteristics Self-motivated Intellectually curious Collaborative Amiable Operates with the highest integrity Strong attention to detail Passionate about efficient, scalable business processes Ability to prioritize and multi-task across many projects ** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. ** Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

🏢 Summary: Senior Data Engineer role focused on building and scaling an internal data platform that enables secure, governed, and self-service access to data for software development and analytics teams. The position involves designing data architectures, implementing pipelines, and ensuring compliance, security, and high availability across AWS-based infrastructure. This is a fully remote role within the Continental U.S. with competitive compensation and comprehensive benefits. 🗂️ Requirements: B.S. in Computer Science or equivalent experience, 6+ years of SQL experience, 6+ years of relational database design and programming (PostgreSQL, MySQL), Experience managing AWS data infrastructure (S3, RDS, Kafka, Glue, Athena, etc.), Experience with Java, JavaScript, or Python, Experience with modern data architectures (event-driven, CDC, pub/sub), Experience with API platform design and security practices, Legal authorization to work in the U.S. without visa sponsorship 📃 Skills: SQL, PostgreSQL, MySQL, PLpgSQL, AWS, S3, RDS, Kafka, Glue, Athena, QuickSight, DataZone, Java, JavaScript, Python, API, CDC, PubSub, CI/CD, Docker, Kubernetes, Terraform, NetSuite, Salesforce, Workday, Pendo, Grafana, Kibana, Elasticsearch, OpenTelemetry, Boomi, HIPAA, PCI, SEC, FINRA, Agile, Kanban 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We're equally committed to building careers as we are to building solutions. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy Day‑one coverage: medical, dental, and vision plans so you're protected from the start A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it Employer‑paid life insurance, with the option to add extra coverage for peace of mind Employee Assistance Programs for confidential support when life gets complicated Discounted pet insurance (because furry family members count, too) A fitness credit to back your health and wellness goals Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary We are growing our Platform Engineering team and are looking to add a Senior Data Engineer who will be able to help build our internal data platform. This data platform is central to ensuring that our software development and data analytics teams have governed access to the data they need. As a Senior Data Engineer on the Platform Team, you will be a part of driving the design, development, and implementation of our data platforms. Your responsibilities include partnering with the architect and engineering teams in developing our platform, as well as providing best practices and approaches to ensure security, resiliency, and availability of solutions. You will be challenged to create strategies that ensure the secure consumption of the platform through continuous innovation, simplification, and self-service automation. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. Compensation: The salary range for this position is between $145k and $160k, depending on experience level. Primary Responsibilities Participate in all initiatives keeping all compliance, security and regulatory needs satisfied Be a thought leader by staying abreast of current and emerging technologies and industry trends. Work with your peers to design and build data platform capabilities and incorporate the necessary automations and tool configurations that ensure agile delivery and secure consumption Design and implement processes and tools that enable product engineering and BI/Analytics teams to consume an extensible and scalable data platform, which enforces all needed governance and consistent operational models Be a trusted advisor for initiatives by providing objective, practical, and relevant ideas, insights, and advice while also building organizational partnerships and networks to ensure comprehensive capabilities are developed with input from appropriate business and Engineering resources Directly support the use and delivery of data platform services in the organization Ensure that all data platform solutions follow established security and compliance controls Maintain existing and future software services code and configuration Make recommendations for improvements to existing architecture Help implement new technologies for future deployment Provide technical guidance, knowledge transfers, and mentorship to clients on their data platform adoption Help implement and improve the development of data pipelines Other duties as assigned Required Qualifications & Skills B.S. in Computer Science or equivalent experience, 6+ years of experience with and strong working knowledge of SQL required, and understanding of data models is preferred 6+ years of experience with or strong knowledge of Postgresql, MySQL, or other relational database design and programming: stored procedures, functions, PL/pgSQL Experience with or working knowledge of managing AWS Data Infrastructure: S3, RDS, Managed Streaming Kafka, Lake Formation, Glue, Glue Data Catalog, Athena, Quicksight, DataZone Experience with systems engineering and/or software development: Java, Javascript, Python Experience with modern API platform design, security practices, and data architectures: event-driven architecture, change data capture, pub/sub Preferred Qualifications & Skills Experience with cloud solution design patterns: CI/CD, Docker, Kubernetes, containers, microservices, distributed caching Experience with Terraform scripting Experience with data integrations from third-party platforms: NetSuite, Salesforce, Workday, Pendo Experience with reporting and analytic tools: Grafana, Kibana, Elasticsearch, Open Telemetry Experience with ETL processes, projects, and tooling: Boomi Understanding of systems hardening and secure systems configuration Experience with regulatory compliance standards: HIPAA, PCI, SEC, FINRA Excellent written and verbal communication skills, with the ability to present complex technical information in a clear and concise manner to a variety of audiences Understanding of Agile/Kanban methodologies Desired Characteristics Self-motivated Intellectually curious Collaborative Amiable Operates with the highest integrity and attention to detail Passionate about efficient, scalable business processes Ability to prioritize and multitask across many projects Physical Requirements/Special Demands Must be available to work standard business hours and occasional nights/weekends. Travel is required up to three times per year ** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. ** Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

🏢 Summary: The Tax Operations role focuses on ensuring accurate and compliant tax reporting across the lifecycle of investor payments, including validation of tax documents and year-end reporting data. The position involves mitigating withholding risks, resolving data discrepancies, and supporting process improvements to enhance service delivery. It requires strong attention to detail, discretion, and proficiency with Microsoft Office tools in a fast-paced financial services environment. 🗂️ Requirements: 2–5 years of experience in operations or production services, Experience in financial services industry, Ability to manage multiple transactions in a fast-paced environment, Strong attention to detail, High level of discretion handling confidential information, Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint), Ability to work independently and collaboratively, Legal authorization to work in the United States without visa sponsorship 📃 Skills: Excel, Outlook, Word, PowerPoint, Tax, Reporting, Data, MicrosoftOffice 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. A few benefits our employees enjoy Day-one coverage: medical, dental, and vision plans so you're protected from the start A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it Employer-paid life insurance, with the option to add extra coverage for peace of mind Employee Assistance Programs for confidential support when life gets complicated Discounted pet insurance A fitness credit to back your health and wellness goals Pre-tax plans for dependent care, transportation, and flexible spending Position Summary As part of the Tax Operations team, this position plays a central role in ensuring accurate and compliant tax reporting across the full lifecycle of investor payments. Core responsibilities include receiving and validating individual tax documents, identifying payments that require additional withholding or reporting instruction, and interpreting data from multiple sources to resolve discrepancies prior to payment. Throughout the year, this role is responsible for validating deal-level tax reporting data to support the accurate generation of year-end tax forms for sophisticated investors. Given the confidential and sensitive nature of the communications involved, a high degree of discretion is essential. Beyond transactional processing, this position contributes to process improvement initiatives and participates in departmental planning, with a focus on exceeding service level agreements and delivering an accurate, positive experience for payees. The role also requires the flexibility to manage client-specific fulfillment requests, tracking and executing on unique requirements as they arise. Compensation The salary range for this position is between $68k and $77k, depending on experience level. Primary Responsibilities Receive, validate, and route individual tax documents appropriately Mitigate risk by identifying shareholder payments that require additional withholding or reporting instruction prior to payment being made Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms Interpret data provided from multiple sources to identify and resolve discrepancies Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve departmental efficiency Meet unique requirements based on individual fulfillment requests from clients and track items as needed Actively participate in planning of long- and short-term objectives as it relates to departmental functions Other duties as assigned Required Qualifications & Skills 2-5 years of related business experience in operations or production services, preferably in the financial services industry Ability to work collaboratively and build relationships across the organization Ability to work in a fast-paced environment and handle multiple transactions at one time Excellent interpersonal, communication, and presentation skills Discretion is essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors Self-motivated, self-starter with the ability to work independently with a high level of autonomy and as part of a team Strong attention to detail Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint) Bachelor's Degree preferred Physical Requirements/Special Demands Standard business hours with longer hours and possibly weekends in December, January & February of each year The office environment is collaborative, and people work in close proximity to one another. Noise and distractions are to be expected Seated most of the time using a computer, keyboard, and mouse Travel not required We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

🏢 Summary: Senior Software Engineer role on a cross-functional Agile team, responsible for designing, building, and scaling server-side web applications and services for complex financial transaction platforms. The position combines hands-on development, technical leadership, mentoring, and ownership of applications deployed in containerized, cloud-based environments. Fully remote within the U.S., with competitive compensation and comprehensive benefits. 🗂️ Requirements: Experience in server-side development with PHP/Laravel, Experience with relational databases (MySQL or MariaDB), Experience with caching and in-memory data stores (Redis or Memcached), Experience with asynchronous processing and message queues, Experience integrating third-party APIs (REST, OAuth, webhooks), Experience with unit, integration, performance, API, and database testing, Experience with secure coding practices and security tooling (OWASP), Experience with monitoring, logging, and observability tools, Experience with Docker and Kubernetes, Experience with CI/CD pipelines and automated deployments, Strong knowledge of object-oriented programming, design patterns, and data structures, Experience working in Agile environments, Experience across full software development lifecycle (code reviews, source control, build, testing, deployment), Legal authorization to work in the United States without visa sponsorship 📃 Skills: PHP, Laravel, MySQL, MariaDB, Redis, Memcached, REST, OAuth, Webhooks, Docker, Kubernetes, CI/CD, OWASP, API, Git, SQL 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. A few benefits our employees enjoy Day-one coverage: medical, dental, and vision plans so you're protected from the start A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it Employer-paid life insurance, with the option to add extra coverage for peace of mind Employee Assistance Programs for confidential support when life gets complicated Discounted pet insurance A fitness credit to back your health and wellness goals Pre-tax plans for dependent care, transportation, and flexible spending Position Summary SRS Acquiom is currently seeking a Senior Software Engineer and technology leader that will work with a dedicated, cross-functional Agile product team in a diverse, fast-paced environment. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average, three times per year. Compensation: The salary range for this position is between $145k and $160k, depending on experience level. Primary Responsibilities Develop software solutions by understanding acceptance requirements, studying documentation and system workflows; investigating problem areas; following the software development lifecycle Organize and lead collaborative team-driven solution design sessions Mentor and support fellow team members Collaborate with the Scrum Team and Product Owner to ensure complete and succinct acceptance criteria Write effective and complete unit, acceptance, and integration tests Support and develop software engineers by providing advice, coaching, and educational opportunities Grow engineering teams by recruiting and participating in the interview process Make informed software decisions and take ownership of services and applications at scale Consistently thrives in a collaborative team environment Be a persistent, creative problem solver Stay on the leading edge of software engineering practices Understand business needs and know how to create the tools to manage them Protect the company by keeping information confidential Required Qualifications & Skills Experience in server-side software development, ideally PHP/Laravel Experience using relational databases, ideally MySQL/MariaDB Experience with caching and in-memory data stores such as Redis or Memcached Experience with asynchronous processing using message queues and background job workers Third-party API integration experience (REST, OAuth, webhooks) Experience with unit, integration, and performance testing, as well as API/database testing Familiarity with static analysis, code quality, and security tooling, with an understanding of secure coding practices (e.g., OWASP Top 10), especially when handling sensitive or financial data Experience with application monitoring, logging, and observability tooling Experience with modern containerization technologies, including Docker and Kubernetes, and the supporting infrastructure required to deploy, manage, and scale containerized applications Experience with CI/CD pipelines and automated build/deployment processes Demonstrated mentoring and training experience Strong documentation habits Agile environment experience Experience building complex web systems successfully delivered to customers Ability to design and deliver features iteratively in a team environment Experience communicating with users, other technical teams, and management to gather requirements, identify tasks, provide estimates, and meet production deadlines Experience with professional software engineering best practices across the full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and deployments Good understanding of object-oriented development, classical design patterns, and data structures Nice to Have Experience integrating with ERP systems, ideally NetSuite SuiteScript, RESTlets, OAuth 1.0 TBA Experience with e-signature platforms such as DocuSign or Adobe Sign Embedded signing, envelopes, webhooks Experience in fintech or other regulated industries handling sensitive PII, payment, or tax data Experience with SSO / identity providers such as Auth0 Experience integrating financial/verification services Familiarity with Redis-backed sessions, caching, and queue architectures Experience with Bitbucket Pipelines or similar CI/CD platforms deploying to AWS EKS / Kubernetes Physical Requirements/Special Demands Must be available to work standard business hours and occasional nights/weekends. Travel is required up to three times per year. We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information to flag patterns that may indicate automated, inauthentic, or suspicious activity. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change at any time. Equal Opportunity Employment With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to protected status. Requests for reasonable accommodation should be directed to Human Resources.

🏢 Summary: Thought Leadership Associate role supporting content creation, project coordination, marketing operations, and data-driven thought leadership initiatives across M&A and financial services. The position involves drafting professional content, managing multi-stakeholder projects, supporting webinars and training programs, and contributing to AI-driven workflow improvements. Hybrid or remote work is available within the U.S. with periodic travel requirements. 🗂️ Requirements: Bachelor's degree, 7+ years of professional experience in legal practice, financial services, corporate environments, content development, or related fields, Experience drafting and editing professional content, Experience coordinating or managing cross-functional projects, Proficiency with Microsoft Office Suite, Strong organizational and deadline management skills, Ability to work independently in a fast-paced environment, Strong interpersonal and collaboration skills, Legal authorization to work in the United States without visa sponsorship, Ability to travel up to 25% domestically and internationally 📃 Skills: Microsoft, Copilot, Claude, ChatGPT, Asana, AI 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We're equally committed to building careers as we are to building solutions. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. Benefits - Day-one coverage: medical, dental, and vision plans - 401(k) with a 4% company match - Discretionary time off - Employer-paid life insurance with optional extra coverage - Employee Assistance Programs - Discounted pet insurance - Fitness credit - Pre-tax plans for dependent care, transportation, and flexible spending Position Summary An exciting, new position - Thought Leadership Associate - will serve as a core contributor to SRSA's thought leadership program, supporting content creation, marketing operations, and business development across SRS Acquiom's lines of business. This role works closely with the Thought Leadership team, subject matter experts, and Business Development and Marketing teams to produce data-driven, high-quality content and programming that strengthens market position and brand authority. The Associate will draft articles, coordinate multi-stakeholder projects, and manage day-to-day operational logistics, including administrative support for client-facing presentations. Location This is either a hybrid position based in the Denver, CO office or a fully remote position within the Continental United States. Fully remote employees are required to visit the Denver headquarters approximately three times per year. Up to 25% travel is required, including occasional international travel. Compensation The salary range for this position is between $90,000 and $100,000 depending on experience. Primary Responsibilities - Draft and edit articles, white papers, and thought leadership content - Support development and production of data-driven content and studies - Refresh and update existing content for relevance and accuracy - Provide administrative and logistical support for daily operations - Assist with data collection logistics and integration of new data points - Support development of educational content and M&A curriculum - Partner with Marketing to ensure adherence to quality and brand standards - Draft and review advertising copy and marketing-related materials - Manage content projects, timelines, stakeholders, and workflows - Coordinate webinars, scheduling, event logistics, and follow-up - Create and maintain standard operating procedures for workflows - Participate in trainings and support delivery of training content - Coordinate presentation logistics and CLE accreditation processes - Respond to client and prospect inquiries related to thought leadership content - Support AI adoption projects for workflow efficiency and scalability - Assist with the M&A internship program - Perform additional duties as assigned Required Qualifications & Skills - Bachelor's degree required; Juris Doctor or advanced degree preferred - At least 7 years of professional experience in relevant industries - Strong written and verbal communication skills - Experience drafting and editing professional content - Experience coordinating projects across teams - Proficiency in Microsoft Office Suite - Familiarity with AI and project management tools such as Copilot, Claude, ChatGPT, or Asana preferred - Strong organizational skills and attention to detail - Ability to work independently in a fast-paced environment - Collaborative and team-oriented mindset Physical Requirements/Special Demands - Regular office hours - Participation in public speaking, panels, webinars, and client presentations - Up to 25% travel within the U.S. and occasional international travel Candidates must be legally authorized to work in the United States without current or future visa sponsorship. Fraud and spam screening tools may analyze limited technical and contact information to identify suspicious activity during the application process. This job description is not designed to contain a comprehensive listing of all activities, duties, or responsibilities required of the employee. Responsibilities may change at any time. SRS Acquiom Inc. provides equal employment opportunities and reasonable accommodations in accordance with applicable laws.

🏢 Summary: On-call Office Services Specialist role providing administrative support, mail and shipping services, print production, front desk hospitality, and office operations across multiple client sites in Sunnyvale. The position requires strong customer service, MS Office proficiency, multitasking abilities, and flexibility for regional travel. Offers hands-on experience, skill development, and comprehensive benefits. 🗂️ Requirements: High school diploma or equivalent, 6+ months of work experience, Proficiency in MS Office, Knowledge of MFD equipment, Strong communication skills, Customer service skills, Ability to multitask, Ability to work independently, Ability to follow shipping and receiving procedures, Reliable transportation for regional travel, Ability to lift 25 lbs individually and 50 lbs with assistance 📃 Skills: Office, MFD, Scanning, Imaging, Binding, Shipping, Reprographics, Mailroom 🏢 Description: Looking for flexible, supplemental income? Join our On-Call Office Services Specialist (Floating) team in Sunnyvale, California and gain hands-on experience in administrative support, mail & shipping, and workplace hospitality. What you will be doing: Mail & Shipping Support: - Process and sort inbound/outbound mail and packages - Maintain accurate chain-of-custody and shipping procedures Print & Reprographics Assistance: - Support copy/print production, scanning, imaging, and binding services - Ensure equipment is stocked and functioning Office & Facility Support: - Maintain organized office spaces - Restock supplies - Support meeting room setups - Assist with light maintenance tasks Front Desk & Guest Services: - Welcome visitors - Manage calls and visitor logs - Provide a professional concierge-style experience for clients and guests Administrative & Client Support: - Provide general administrative assistance - Deliver exceptional customer service - Build strong professional relationships What we need from you: - Strong communication and customer service skills - Ability to interact professionally with clients, guests, and team members - Proficiency in MS Office and office technology - Working knowledge of MFD (multi-functional device) equipment - Highly organized and able to multitask - Ability to manage time effectively in a fast-paced environment - Ability to work independently and follow shipping/receiving procedures - Proactively seek additional tasks during downtime - High school diploma (or equivalent) required - 6+ months of work experience preferred - Strong problem-solving skills - Adherence to company policies Enjoy the perks of being: - Not stuck at one desk - Exposed to multiple high-profile client sites - Fast skill development across operations - Autonomy and trust from day one Physical Demands: - Fine and/or gross motor skills, including the ability to grasp, lift and/or carry 25 lbs. individually and 50 lbs. with assistance - Ability to walk, bend, kneel, stand, and/or sit for an extended period of time - Manual dexterity required for operating office machinery and equipment such as ladders and binding machinery - Specific vision abilities including close vision, distance vision, focus adjustment, and color differentiation Travel: - Reliable transportation required - Travel between SPS sites as required by business need - Travel predominantly within a 25-mile radius Other Duties: - Duties and responsibilities may change at any time with or without notice - Compensation depends on skills, experience, and job-related factors - No AI or automated decision-making tools are used to screen, assess, or select candidates - Greenhouse applicant tracking system is used without AI screening - Vacancy is for an existing position - Pay range: $22—$24 USD What We Offer: - Career growth opportunities - Learning and development culture - Employee recognition programs - Benefits including Medical, Dental, Vision, HSA, 401k with matching, Paid Time Off, and additional insurance and discount programs Note: Benefit offerings may vary for positions under 30 hours/week. Colorado only: Applications are accepted for a minimum of 5 days and may remain open longer as needed. Applicants may not use AI tools or real-time assistance during interviews. Team members may use transcription or note-taking technology for interview documentation. Reasonable accommodations are available during the hiring and employment process for individuals with disabilities. Acknowledgement Section: By submitting an application, applicants certify that all information provided is true and complete. False information or omissions may result in rejection or termination.

🏢 Summary: On-call Office Services Specialist role providing administrative support, mail and shipping services, print and reprographics assistance, front desk reception, and workplace operations across multiple client sites in the Boston area. The position requires strong organizational skills, proficiency with office technology, and the ability to work independently in a fast-paced environment with regional travel. 🗂️ Requirements: High school diploma or equivalent, 6+ months of work experience, Proficiency in MS Office, Working knowledge of MFD equipment, Ability to manage mail and shipping procedures, Strong customer service and communication skills, Ability to multitask in a fast-paced environment, Ability to work independently, Reliable transportation for regional travel, Ability to lift 25 lbs individually and 50 lbs with assistance 📃 Skills: MSOffice, MFD, Scanning, Imaging, Binding, Shipping, Mailroom, Reprographics, Printing, Administrative 🏢 Description: Looking for flexible, supplemental income? Join our On-Call Office Services Specialist (Floating) team in Boston, MA and gain hands-on experience in administrative support, mail & shipping, and workplace hospitality. What you will be doing: Quick Facts - Flexible, on-call office support role - Exposure to multiple client sites within the Boston region - Regional travel required within a 25-mile radius - Compensation: $22—$24 USD Mail & Shipping Support: - Process and sort inbound/outbound mail and packages - Maintain accurate chain-of-custody and shipping procedures Print & Reprographics Assistance: - Support copy/print production, scanning, imaging, and binding services - Ensure equipment is stocked and functioning Office & Facility Support: - Maintain organized office spaces - Restock supplies - Support meeting room setups - Assist with light maintenance tasks Front Desk & Guest Services: - Welcome visitors - Manage calls and visitor logs - Provide a professional concierge-style experience Administrative & Client Support: - Provide general administrative assistance - Deliver exceptional customer service and maintain professional relationships What we need from you: - Strong communication and customer service skills - Proficiency in MS Office and office technology - Working knowledge of MFD (multi-functional device) equipment - Strong organizational and multitasking abilities - Ability to work independently and follow shipping/receiving procedures - High school diploma or equivalent required - 6+ months of work experience preferred - Strong problem-solving skills and professionalism Physical Demands: - Ability to grasp, lift, and carry 25 lbs individually and 50 lbs with assistance - Ability to walk, bend, kneel, stand, and sit for extended periods - Manual dexterity for operating office machinery and ladders - Vision abilities including color differentiation and focus adjustment Travel: - Reliable transportation required - Travel between SPS sites as needed - Travel primarily within a 25-mile assigned region Benefits: - Career growth opportunities - Learning and development programs - Employee recognition programs - Medical, dental, and vision coverage - HCFSA, DCFSA, HSA, commuter benefits - Life, accident, critical illness, and disability insurance - 401k with matching - Paid time off - Education and entertainment discounts

🏢 Summary: Sales Trainer role focused on onboarding, training, and coaching Roof Inspectors across the West Region, including delivery of sales training programs, CRM and technology instruction, and field development support. The position involves coordinating onboarding logistics, supporting Vertex Sales University, and improving sales readiness and performance through ongoing coaching and training initiatives. 🗂️ Requirements: Experience in sales training, onboarding, coaching, or employee development, Strong facilitation, presentation, and communication skills, Ability to build relationships and influence learners across multiple locations, Excellent organizational and project management skills, Ability to facilitate virtual and in-person training programs, Proficiency with CRM systems, Proficiency with Microsoft Office, Ability to travel up to 25%, Ability to work in a fast-paced environment 📃 Skills: CRM, Microsoft, Office, Dataprise 🏢 Description: About Us Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Vertex Service Partners is seeking a Sales Trainer to support the onboarding, development, and ongoing success of Roof Inspectors (RIs) throughout the West Region. This role will work closely with the Director of Training and Sales Managers to ensure every new hire enters the field prepared, confident, and equipped for success. The Sales Trainer will play a critical role in delivering Vertex Sales University (VSU) programming, coordinating onboarding logistics, providing coaching and field support, and reducing administrative and training burdens on branch leadership so they can remain focused on driving revenue. Key Responsibilities New Hire Onboarding & Training: • Lead and coordinate first-week onboarding activities for all new Roof Inspectors, both virtually and onsite at branch locations. • Facilitate onboarding sessions including I-9 verification, employee handbook review, and new hire orientation. • Deliver training on roofing anatomy, products, and systems, including hands-on roof walkthroughs when available. • Conduct CRM and technology training to ensure new hires are prepared to operate effectively in the field. • Coordinate scheduling for ride-alongs, role-play sessions, team introductions, and field training activities. • Prepare and distribute onboarding materials, training resources, welcome kits, swag bags, and branded items. Vertex Sales University (VSU) Support: • Attend and co-facilitate Vertex Sales University training sessions alongside the Director of Training. • Assist with grading, testing, coaching, and development of new Roof Inspectors throughout the VSU program. • Conduct post-VSU follow-up activities, including score updates, coaching sessions, and performance reviews. • Provide ongoing support and coaching to new and existing Roof Inspectors between VSU training cycles. Field Coaching & Development: • Travel to branch locations to ride along with Roof Inspectors and provide actionable coaching and feedback. • Partner with Sales Managers to reinforce training concepts and support rep development. • Conduct one-on-one coaching sessions focused on skill development, confidence building, and performance improvement. Program Administration & Logistics: • Manage onboarding logistics, including ordering and shipping training materials, roofing bags, uniforms, and branded merchandise. • Coordinate with IT (Dataprise) to provision devices, applications, and technology resources for new hires. • Collect and track onboarding information, uniform sizing, equipment requests, and training completion records. • Maintain organized records of trainee progress, assessment scores, certifications, and onboarding milestones. • Assist the Director of Training in maintaining and updating training materials, content, and resources. Key Outcomes • Deliver a consistent, high-quality onboarding experience for all new Roof Inspectors across the West Region. • Improve new hire readiness, confidence, retention, and speed-to-productivity. • Successfully support Vertex Sales University training cycles and participant development. • Ensure timely and accurate completion of onboarding logistics, technology setup, and training requirements. • Provide ongoing coaching and development that improves field performance and sales effectiveness. • Maintain accurate training records and onboarding documentation to support operational excellence. Qualifications & Characteristics Required: • Experience in sales training, onboarding, coaching, or employee development. • Strong facilitation, presentation, and communication skills. • Ability to build relationships and influence learners across multiple locations and levels of the organization. • Excellent organizational and project management skills with strong attention to detail. • Comfortable facilitating both virtual and in-person training programs. • Proficiency with CRM systems, Microsoft Office, and training technologies. • Ability to travel up to 25% throughout the West Region. • Self-starter with the ability to thrive in a fast-paced, entrepreneurial environment. Preferred: • Experience within residential roofing, home improvement, or construction-related industries. • Experience supporting sales onboarding and consultative sales training programs. • Familiarity with Vertex Sales University methodologies and training frameworks. • Experience creating or maintaining training materials, presentations, and learning content. • Prior field sales experience and/or sales management experience. What You'll Get • Competitive salary and bonus opportunity. • Direct exposure to sales leadership and training strategy initiatives. • Opportunity to help shape and develop the next generation of Vertex sales professionals. • Collaborative work environment focused on growth, development, and continuous improvement. • Career advancement opportunities within a rapidly growing national platform. Compensation • Base Salary: $85,000 • On-Target Earnings (OTE): $110,000 • Bonus eligibility tied to new hire performance and retention metrics. • Additional compensation opportunities may be available based on role scope and experience. Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The estimate of total expected annual earnings reflects a good-faith estimate based on experience, skills, geographic location, historical trends, and business needs. Actual earnings may vary. Benefits: • Health, Dental, and Vision Insurance • 401(k) with company match • Company sponsored Life and AD&D coverage • Paid Time Off • Opportunities for growth and on-the-job training Why Join Us? • Build Something Big – Shape processes for a rapidly growing organization. • Growth-Oriented Culture – Work in a dynamic, people-first environment. • Make an Impact Across Regions – Partner with business leaders to drive meaningful change. Vertex Service Partners is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class.

🏢 Summary: Document Scanning Operator role focused on document digitization, mail operations, records management, and office support in a fast-paced environment. The position includes scanning, indexing, shipping/receiving, equipment support, and cross-functional reception coverage. Offers training, career growth opportunities, and a comprehensive benefits package. 🗂️ Requirements: High School Diploma or equivalent, Basic Microsoft Office proficiency, Ability to perform repetitive work in a fast-paced environment, Strong attention to detail and accuracy, Strong organizational and time management skills, Ability to work independently, Ability to adapt to changing priorities, Ability to learn document management systems and site procedures, Compliance with onsite security policies, Ability to lift and move boxes/packages up to 40–60 lbs., Manual dexterity to operate scanners and office equipment 📃 Skills: Microsoft, Office, Scanning, Indexing, Records, Mailroom, Shipping, Receiving, MFDs, Printing 🏢 Description: Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Work Schedule: Monday–Friday | 9:00AM - 6:00PM Power the Transition from Paper to Digital If you enjoy structured work, repetitive tasks, and working behind the scenes to keep operations moving, this role is for you. As a Document Scanning Operator, you'll support document preparation, scanning, indexing, and records management activities while helping preserve important business records. This role also serves as a cross-trained team member, providing reception/concierge coverage and light facilities support as operational needs require. Why This Role Matters Your work ensures physical records are accurately converted into organized digital files that support business continuity and accessibility. What You'll Do Mail & Document Operations - Receive, sort, and track incoming mail and packages using chain-of-custody systems - Process outgoing mail and shipments - Notify employees of deliveries and respond to mail and package inquiries - Distribute mail, packages, and office materials to company personnel Business Service Center & Equipment Support - Operate and maintain multifunction devices (MFDs), including replenishing toner and paper - Support copy/print requests and submit service tickets when needed - Maintain an organized and professional Business Service Center Office & Hospitality Support - Monitor, replenish, and order office supplies - Restock pantry, kitchen, conference, and meeting areas - Assist with meeting room setups and office moves - Perform light maintenance and cleaning duties as needed Client Service & Cross-Functional Support - Deliver exceptional customer service and build positive relationships with employees and internal teams - Handle sensitive matters with professionalism and discretion - Provide reception or concierge coverage as needed - Cross train backup personnel on procedures and support additional operational needs during downtime What You Bring - Strong attention to detail and accuracy - Ability to perform repetitive work in a fast-paced environment - Strong organizational and time management skills - Basic computer proficiency, including Microsoft Office - Ability to work independently and adapt to changing priorities - Experience with document imaging, records management, or shipping/receiving is a plus Qualifications - High School Diploma or equivalent required - 1+ years of related experience preferred - Ability to learn document management systems and site procedures - Must follow onsite security policies, including restrictions on phones and imaging devices on active work floors Physical Requirements - Ability to lift and move boxes/packages up to 40–60 lbs. using appropriate equipment - Ability to stand, walk, bend, kneel, and sit for extended periods - Manual dexterity required for operating scanners and office equipment Travel: None or Negligible Other Duties: Responsibilities may change based on operational needs. What We Offer - Career growth opportunities and skill development - Learning and development programs - Employee recognition programs - Benefits including medical, dental, vision, HSA, 401(k) matching, life insurance, paid time off, and employee assistance programs