Lead the team responsible for the accurate and timely execution of end to end billing activities for eMoney Advisor customers, encompassing contract administration, invoicing, customer inquiries, and collections management. Manage the Zuora billing system as an administrator, overseeing technology upgrades, updates, and implementations. Evaluate operational procedures and

Assist Client Service leadership in the design and documentation of internal processes and procedures. Maintain and update all changes to the documented processes and procedures. Educate the Client Service staff on the changes, where applicable. Drive continuous improvement on all related processes, documents , and tools to ensure ongoing standardization and simplificatio

Manages a large amount of inbound calls, emails or chats in a timely manner related to at least five major areas of the eMoney platform Identify customer needs, clarify information, research every issue and provide solutions Meet personal and team quantitative and qualitative targets Log all appropriate details of interactions in a comprehensible way Attend all trainings

Reporting to the Vice President, Information Systems & Technology , the Senior Data Engineer is responsible for maintaining and enhancing eMoney's internal data lakes/warehouses, data pipelines, and streamlining report generation for key stakeholders. Additional responsibilities include serving as the technical POC for eMoney's Data & Analytics vendors, maintaining and ad

As a Senior Enterprise Software Sales Manager, you'll lead sales efforts for financial institutions and sub segments (banks, brokerage, insurance, RIA, trust companies). Your mission consistently achieve Annual Recurring Revenue (ARR) targets within the Enterprise segment. Here's how Insight Driven Sales Shift from product centric to solution centric sales. Understand and

Lead a team of analysts responsible for providing governance and reduction of risk to eMoney Advisor. Engage with all areas of the business to ensure compliance with required assessments per eMoney Advisor policy and procedures Lead the documentation and formalization of the Information Technology Risk Management process and program. Oversee and drive all aspects of the r

Contribute to defining and evolving the Architectural and Development Strategy for eMoney Advisor's product offerings while ensuring that it is tightly aligned with the Product roadmap, quality standards and company's business objectives. Plan and leadthe development of new software products and/or product enhancements through your teams. Champion engineering and operatio