Retirement Plan Jobs in Guadalajara, Mexico

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Customer Experience Associate

Company: Osmind

Location: Mexico

Posted Mar 11, 2024

<p class=jobDescription> <p> Osmind is the premier platform for clinicians and researchers advancing new lifesaving mental health treatments Today mental health disorders are one of the leading causes of death worldwide especially among young adults and are tied to shortening lifespans While there have been developments in new psychiatric medications since the first FDA approval in 1954 today there is a growing movement among clinicians patients and researchers who are recognizing the need to accelerate new science <p> <p> <p> <p> The Osmind treatment platform is the first and only solution that solves specific challenges faced by neuropsychiatric clinics spanning general psychiatry and interventional psychiatry transcranial magnetic stimulation ketamine SPRAVATO® psychedelic medicine electroconvulsive therapy The core electronic health record EHR technology is precisely developed for interventional treatment workflows and designed to support a strong therapeutic alliance including journaling tools and assistance with health plan reimbursement which is a significant access hurdle for millions of patients <p> <p> <p> <p> Research from our platform is already helping to set new standards for mental health interventions For example in the largest published realworld analysis of ketamine infusion therapy for depression we teamed up with Stanford University School of Medicine to share findings in the <em> Journal of Affective Disorders <em> March 2022 We have multiple ongoing research studies leveraging our proprietary realworld data including an even larger ketamine analysis leveraging machine learning to predict treatment outcomes <p> <p> <p> <p> Osmind is a San Franciscobased public benefit corporation led by scientists technologists and psychiatrists We are backed by top investors including DFJ Growth General Catalyst Future Ventures Tiger Global and Y Combinator <p> <p> <p> <p> <p> <p> <strong> The opportunity <strong> <p> <ul> <li> <p> We are a <a class=fontbold underline fontbold underline postingslink href=httpswwwfastcompanycom90750411osmindraises40milliontoexpandelectronicrecordsformentalhealth rel=noopener noreferrer nofollow target=blank> series B <a> funded Public Benefit Corporation PBC building something that actually moves the needle on the global mental health crisis See <a class=fontbold underline fontbold underline postingslink href=httpswwwhealthaffairsorgdo101377hblog20210317310736full rel=noopener noreferrer nofollow target=blank> here <a> for an article our cofounder Jimmy wrote about PBCs <p> <li> <li> <p> We are looking for a Customer Experience Associate to be a part of our growing CX team This entrylevel role gives you insight and exposure to many different areas of the organization and a lot of opportunity for learning and growth As CEA you will report directly to our Head of Customers and help be the face of Osmind to our customers <p> <li> <ul> <p> <p> <p> <strong> What youll do <strong> <p> <ul> <li> <p> Drive the customer support function <p> <li> <li> <p> Respond to customer queries in a timely and accurate way via email phone and chat <p> <li> <li> <p> Problemsolve customer issues and recommend optimal solutions Work closely with Engineering Product and QA teams to resolve customer issues <p> <li> <li> <p> Identify customer needs and help customers use specific features <p> <li> <li> <p> Assist Head of Customers with product feature releases and client outreach <p> <li> <li> <p> Be the voice of the customer in helping our Product team define our product roadmap based off customer feedback <p> <li> <li> <p> Update internal documentation and customerfacing support content <p> <li> <li> <p> Give suggestions to improve processes and customer success as a whole <p> <li> <ul> <p> <p> <p> <strong> What were looking for <strong> <p> <ul> <li> <p> Excellent English skills both written and spoken <p> <li> <li> <p> Ability to work 9 am 5 pm PT Monday Friday <p> <li> <li> <p> 1+ year in customer success or support role in the past <p> <li> <li> <p> Understanding and passion for healthcare industry <p> <li> <li> <p> Startup experience preferably earlystage <p> <li> <li> <p> Excellent verbal and written communication skills including great email hygiene <p> <li> <li> <p> Compassion and empathy detailoriented <p> <li> <li> <p> Experience utilizing a ticketing system in a customerfacing role in the past <p> <li> <ul> <p> <p> <p> <strong> Nice to haves <strong> <p> <ul> <li> <p> Experience working in the healthcare space dealing directly with providers and patients <p> <li> <li> <p> Past support experience <p> <li> <li> <p> Basic technical knowledge to be able to more effectively troubleshoot customer issues with our Engineering team <p> <li> <li> <p> Familiarity with help desk software <p> <li> <ul> <p> <p> <p> <p> <p> Some candidates may see the list above and feel discouraged because they dont match all the items Please apply anyway theres a good chance you also have important skills weve missed We are committed to diversity and building an equitable and inclusive environment for people of all backgrounds and experiences and were taking steps to meet that commitment We especially encourage members of traditionally underrepresented communities to apply including women underrepresented people of color LGBTQ+ people veterans and people with disabilities <p> <p> <p> <p> Osmind is a public benefit corporation and platform for clinicians and researchers advancing new lifesaving mental health treatments We recently published our first Public Benefit Report that chronicles how our team of scientists technologists and psychiatrists have been working to help solve the worldwide mental health crisis advance responsible innovation and research and help ensure robust access to care for patients of all backgrounds Read the report here <a class=fontbold underline fontbold underline postingslink href=httpswwwosmindorgpbc rel=noopener noreferrer nofollow target=blank> httpswwwosmindorgpbc <a> <p><p>

Product Manager IV (Mobile)

Company: Kueski

Location: Mexico

Posted Mar 11, 2024

<p class=jobDescription> <p> <strong> About Kueski <strong> <p> <p> Founded in 2012 with the mission to improve the financial lives of people in Mexico Kueski is the leading buy now pay later BNPL and online consumer credit platform in Latin America known for its innovative financial services Its flagship product Kueski Pay allows customers to make purchases and pay later both online and in physical stores and has become the payment choice for a quarter of Mexicos leading ecommerce merchants Notably it stands out as the first buy now pay later BNPL option accessible to Mexican consumers on <a class=fontbold underline fontbold underline postingslink href=httpamazoncommx rel=noopener noreferrer nofollow target=blank> Amazoncommx <a> <p> <p> <p> <p> Kueski is frequently recognized for its strong diverse and inclusive company culture In 2022 Kueski was named one of the most ethical companies in Mexico by AMITAI and one of the best companies for both young professionals and female talent in Mexico by EFY The company has also been named to CB Insights Fintech 250 list <p> <p> <p> <p> <strong> Purpose <strong> <p> <p> You will be responsible for strategy and product management for Kueskis mobile native app You will own the app and will be responsible for driving good ratings and ensuring our app is high quality as we reach millions of consumers in Mexico with our app and make a significant impact on their lives <p> <p> <p> <p> You will make a direct contribution to achieving the company objectives by combining your analytical and product skills to develop a vision and strategy for our app and your technical and crossgroup collaboration skills to partner with other product managers engineering design and other functions to execute this strategy and deliver strong business results <p> <p> <p> <p> <p> <p> <p> <p> <strong> Key Responsibilities <strong> <p> <ul> <li> <p> Develop and drive forward the mobile native product vision to align with the company vision and help inform product and business strategies <p> <li> <li> <p> Coordinate with other PMs to have a centralized mobile roadmap that enables us to achieve goals enable other teams to be ready to create mobile experiences and ensure highquality and top solutions for our customers <p> <li> <li> <p> Write requirement documents and lead design work collaborate with designers and developers to create userfriendly and visually appealing mobile applications that meet the needs of our users <p> <li> <li> <p> Develop requirements for engineering teams that integrate customer insights and collaborate with our design team to create simple elegant and innovative interfaces <p> <li> <li> <p> Conduct user testing and gather feedback to identify areas for improvement and ensure a seamless user experience <p> <li> <li> <p> Partner with different teams to define and execute research efforts to inform and validate product direction <p> <li> <li> <p> Define key performance indicators KPIs and manage the release cycles of our mobile applications to continuously drive product improvement <p> <li> <li> <p> Leverage analytics and qualitative customer insights to identify potential opportunities identify efficient ways to validate hypotheses and track live performance to eat a rate and further improve the business <p> <li> <li> <p> Oversee outbound marketing quality assurance product support and user training Work closely with the marketing quality assurance and support teams to ensure the successful launch and ongoing support of our mobile applications <p> <li> <li> <p> Run basic financial models to assess the potential impact of features and make gonogo decisions Identify potential opportunities and assess their potential impact on the business by running basic financial models <p> <li> <ul> <p> <p> <p> <strong> Position Requirements <strong> <p> <ul> <li> <p> At least 5 years of product management experience with 35 years of experience in mobile product development and management and a track record of successfully launching and improving mobile applications <p> <li> <li> <p> Proficiency in bestinclass and current mobile development technologies fluency in mobile and iOS development processes and platforms as well as an understanding of industry trends for mobile experiences to improve the user experience <p> <li> <li> <p> Knowledge of backend and frontend programming languages and how to define complex solutions and translate them into products that consumers love <p> <li> <li> <p> Ability to work in a startup or fastpaced and agile development environment <p> <li> <li> <p> Strong analytical and communication skills Ability to interpret large amounts of data and work with crossfunctional teams to drive product improvements <p> <li> <li> <p> Its important to think analytically about existing processes and how to improve them <p> <li> <li> <p> Customercentric mindset with a focus on understanding and meeting the needs of our users with the ability to translate user feedback into actionable insights <p> <li> <li> <p> Collaboration and leadership skills including experience working with crossfunctional teams and leading projects to successful outcomes <p> <li> <li> <p> Fluency in both Spanish and English <p> <li> <ul> <p> <p> <p> <strong> Youll love working at Kueski because <strong> <p> <ul> <li> <p> We have a missiondriven culture focused on customer value teamwork humility and integrity <p> <li> <li> <p> Everyone is expected to have role clarity career growth and a personal development plan Feedback and recognition is embedded in our company processes systems and practices <p> <li> <li> <p> We ensure competitive salary medical insurance and wellbeing through ample and flexible time off as well as mental healthcare benefits Everyone is an owner and eligible for competitive stock options with a company poised for success <p> <li> <li> <p> We´re committed to building an inclusive and diverse team and we know this leads to incredible work <p> <li> <ul> <p> <p> <p> <p> <p> Kueski Where talent excellence improves Mexican lives <p> <p> <p> <p> LifeAtKueski KueskiTalent <p><p>

Product Manager IV - Personal Loans

Company: Kueski

Location: Mexico

Posted Mar 15, 2024

<p class=jobDescription> <p> <strong> About Kueski <strong> <p> <p> Founded in 2012 with the mission to improve the financial lives of people in Mexico Kueski is the leading buy now pay later BNPL and online consumer credit platform in Latin America known for its innovative financial services Its flagship product Kueski Pay allows customers to make purchases and pay later both online and in physical stores and has become the payment choice for a quarter of Mexicos leading ecommerce merchants Notably it stands out as the first buy now pay later BNPL option accessible to Mexican consumers on <a class=fontbold underline fontbold underline postingslink href=httpamazoncommx rel=noopener noreferrer nofollow target=blank> Amazoncommx <a> <p> <p> <p> <p> Kueski is frequently recognized for its strong diverse and inclusive company culture In 2022 Kueski was named one of the most ethical companies in Mexico by AMITAI and one of the best companies for both young professionals and female talent in Mexico by EFY The company has also been named to CB Insights Fintech 250 list <p> <p> <p> <p> Purpose <p> <p> <p> <p> As the Product Manager IV for Personal Loans at Kueski you will be part of the strategy and product management of our personal loans portfolio You will play a pivotal role in shaping the future of financial solutions for millions of consumers in Mexico profoundly impacting their financial wellbeing and access to credit In this role you are not just managing a product you are revolutionizing the personal finance landscape by providing innovative reliable and accessible loan solutions <p> <p> <p> <p> <p> <p> <strong> Key Responsibilities <strong> <p> <ul> <li> <p> Strategy Development Craft and execute a comprehensive strategy for Kueskis personal loans product line focusing on scalability customer satisfaction and market expansion <p> <li> <li> <p> Product Ownership Take full ownership of the personal loans portfolio ensuring its success by driving product enhancements optimizing user experience and maintaining highquality standards <p> <li> <li> <p> Crossfunctional Collaboration Work closely with engineering design marketing finance and other teams to deliver product enhancements and innovations that align with business goals and customer needs <p> <li> <li> <p> DataDriven Decision Making Utilize analytics user feedback and market research to inform product decisions ensuring alignment with customer demands and business objectives <p> <li> <li> <p> Market Impact Make a significant contribution to the companys mission by providing accessible and innovative financial solutions that address the needs of underserved consumers in Mexico <p> <li> <li> <p> Vision and Leadership Develop and communicate a clear vision for the personal loans product inspiring and guiding crossfunctional teams to achieve exceptional results and business growth <p> <li> <li> <p> Develop requirements for engineering teams that integrate customer insights and collaborate with our design team to create simple elegant and innovative interfaces <p> <li> <li> <p> Conduct user testing and gather feedback to identify areas for improvement and ensure a seamless user experience <p> <li> <li> <p> Partner with different teams to define and execute research efforts to inform and validate product direction <p> <li> <li> <p> Define key performance indicators KPIs and manage the release cycles of our applications to continuously drive product improvement <p> <li> <li> <p> Leverage analytics and qualitative customer insights to identify potential opportunities identify efficient ways to validate hypotheses and track live performance to eat a rate and further improve the business <p> <li> <li> <p> Run basic financial models to assess the potential impact of features and make gonogo decisions Identify potential opportunities and assess their potential impact on the business by running basic financial models <p> <li> <ul> <p> <p> <p> <strong> Position Requirements <strong> <p> <ul> <li> <p> At least 5 years of product management experience with 35 years of experience in financial services or fintech <p> <li> <li> <p> Strong analytical and problemsolving skills with a track record of using data to drive product decisions <p> <li> <li> <p> Excellent leadership and collaboration abilities with experience leading crossfunctional teams to deliver highimpact projects <p> <li> <li> <p> Deep understanding of the financial services industry particularly personal loans with insights into consumer behavior and market trends <p> <li> <li> <p> Ability to articulate product vision and strategy effectively to stakeholders at all levels <p> <li> <li> <p> Passion for innovation and a commitment to delivering usercentered solutions that make a positive difference in peoples lives <p> <li> <li> <p> Ability to work in a startup or fastpaced and agile development environment <p> <li> <li> <p> Strong analytical and communication skills Ability to interpret large amounts of data and work with crossfunctional teams to drive product improvements <p> <li> <li> <p> Its important to think analytically about existing processes and how to improve them <p> <li> <li> <p> Customercentric mindset with a focus on understanding and meeting the needs of our users with the ability to translate user feedback into actionable insights <p> <li> <li> <p> Collaboration and leadership skills including experience working with crossfunctional teams and leading projects to successful outcomes <p> <li> <li> <p> Fluency in both Spanish and English <p> <li> <ul> <p> <p> <p> <strong> Youll love working at Kueski because <strong> <p> <ul> <li> <p> We have a missiondriven culture focused on customer value teamwork humility and integrity <p> <li> <li> <p> Everyone is expected to have role clarity career growth and a personal development plan Feedback and recognition is embedded in our company processes systems and practices <p> <li> <li> <p> We ensure competitive salary medical insurance and wellbeing through ample and flexible time off as well as mental healthcare benefits Everyone is an owner and eligible for competitive stock options with a company poised for success <p> <li> <li> <p> Were committed to building an inclusive and diverse team and we know this leads to incredible work <p> <li> <ul> <p> <p> <p> <p><p>

Operations Manager (Architectural Visualization)

Company: Boldr

Location: Mexico

Posted Mar 05, 2024

<p>As an Operations Manager you will have the same passion for delivering what is possible on the Digital Frontier as our team of 3D Artists You will help us to grow and scale a current business of ten by ensuring we have the right people processes and systems in place You will accept nothing less than the best from yourself and others and you will be responsible for making sure that project delivery standards quality and client communication is in line with the Visualizations industryleading standards<p><p><strong>Operations Manager | Responsibilities<strong><p><p><strong>Resource and Project Management<strong><p><p>● You will use Toggl Plan to understand project requirements and work with Project Managers and our<p><p>Creative Director to plan out who will work on which project and when<p><p>● You will ensure studio time is being recorded accurately and effectively via Toggl Track<p><p>● You will determine time estimates and evaluate team availability moving resources around to enable the<p><p>successful delivery of projects to agreed timelines<p><p>● You will oversee Project Profitability and ensure deadlines and milestones are met<p><p>● You will identify and manage when to ask for additional services<p><p>● You will understand and manage team member utilizationefficiency You will ensure the studio has<p><p>sufficient staff to deliver and optimize resource levels to ensure quality while maintaining gross margins<p><p>right blend of fulltime staff Overtime and use of contractors<p><p><strong>Client Communication<strong><p><p>● You will support the Project Manager and Creative Director to cost projects and determine a preliminary<p><p>project schedule<p><p>● You will create and issue all formal client correspondence Contracts Amendments Proposals<p><p>● You will oversee project correspondence from team Project Managers Project Deliveries Updates<p><p>● You will support the Financial Controller in Credit Management activities to ensure debts are paid to agreed<p><p>terms<p><p>● You are the main and first point of contact for client invoice dispute resolution<p><p><strong>Business Development<strong><p><p>● You will support the Creative Director in identifying new business opportunities<p><p>● You will contact potential clients via email or phone to set up meetings<p><p>● You will maintain and monitor leads and our project pipeline in Hubspot<p><p>● You will represent the company at external events<p><p><strong>People Management<strong><p><p>● You will ensure our team of 3D Artists conforms to our Project Standards and conduct documented feedback and coaching sessions based on their individual performance<p><p>● You will take ownership of Studio KPIs Utilization Project Delivery and Project Profitability<p><p>● You will develop implement and review operational procedures<p><p>● You will manage team member development performance reviews and bonus calculations<p><p>● You will prepare job descriptions help advertise roles and manage incoming applications<p><p>● You will help onboard new employees<p><p>● You will monitor annual leave manage holiday requests and planned unplanned time off<p><p><strong>Requirements<strong><p><p>● You have at least 5 years of postgraduate professional experience with recent involvement in firms of at<p><p>least 10 people<p><p>● Experience as a Project Manager Operations Lead<p><p>● Experience with implementing operational KPIs<p><p>● Experience working with Financial Data<p><p>● Excellent communication skills among peers disciplines and clients<p><p>● US work visa and fluent English<p><p>● Excellent organization skills<p><p>● A passion for visualization<p><p>● Software Proficiency<p><p>● Let us know if you have experience with Google Sheets Miro Toggl Plan Toggl Track Wave and InDesign<p><br><br><div class=h2>About the company<div><br><p>Boldr is a global impactdriven organization that places immense value on our team members the communities we operate in and our esteemed clients At the heart of our philosophy is the belief in fostering growth and fulfillment for our team members aligning their interests and goals with meaningful career development opportunities<p><p>At Boldr we take great pride in the diverse backgrounds commitments and passions that our team members bring to the table This rich tapestry of perspectives and experiences contributes to our vibrant and inclusive company culture which we wholeheartedly celebrate across our global teams<p><img src=httpsremotivecomjobtrack1899762blankgifsource=publicapi alt=>

Delivery Manager-Finance

Company: IBM

Location: MX Guadalajara

Posted Feb 21, 2024

<div class=jddescription datafield=description> <span class=showjobdescr style=fontweight bold> Introduction <span> <span class=showjobdescr> <span> <br> At IBM work is more than a job its a calling To build To design To code To consult To think along with clients and sell To make markets To invent To collaborate Not just to do something better but to attempt things youve never thought possible Are you ready to lead in this new era of technology and solve some of the worlds most challenging problems If so lets talk <br> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Your Role and Responsibilities <span> <span class=showjobdescr> <span> <div class=componentbody datav3fec1da2=> <div class=compositetextarea datav3fec1da2= id=compositetextarea> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Leads the service delivery team according to defined scope of services statements of work documents of understanding and intercompany agreements <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Demonstrates strong effective knowledge and experience in providing operational support for the contract <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Able to apply knowledge of current Project Management Methodologies WWPMM processes and tools <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Capable of managing their assigned segment of the account effectively meets commitments has a good understanding of potential issues and is able to take corrective action and make appropriate trade off decisions to meet cost objectives <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Ensures that Client needs are satisfied through the formulation development implementation and delivery of process solutions in response to Client requirements expressed in approved service requests <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Responsible for the overall project plan budget structure schedule and staffing requirements for the delivery organization <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Manages efforts of IBM and Client employees as well as thirdparty vendors to ensure that an integrated solution is provided to meet the Client needs <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Possesses expert level knowledge is required across PM methodologies emerging technologies and technical architectures pertaining to the Client served and the vision to influence the Clients actions <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Holds overall responsibility for cost schedule and contractual deliverables <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Must have an understanding of Planning strategic planning PampL and balance sheet planning HR planning capital planning project planningproduction and capacity planning sales and operational planning etc forecasting longrange forecasting rolling forecasts cash flow forecasting etc modeling and financial close <span> <div> <div> <div> <div> <p> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Required Technical and Professional Expertise <span> <span class=showjobdescr> <span> <p> <div class=componentbody datav3fec1da2=> <div class=compositetextarea datav3fec1da2= id=compositetextarea> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Minimum of 7 years in a Operations Manager role <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> C1+ proficiency in English and native fluency in Spanish both written and spoken <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Ability to work in shifts to support hours of operation Sunday through Saturday 9am11pm EST <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Excellent communication skills problemsolving ability a strong focus on delivering exceptional customer service and experience in Finance <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> A relevant degree or equivalent experience in customer service or a related field <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Able to demonstrate experience on Cost Management Client Satisfaction Knowledge Management EnvironmentBusiness <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Controls CommunicationNegotiation Conflict Management Thought Leadership Measurements Problem Solving ContributionLeadership StrategyInnovation Impact on BusinessScope <span> <div> <div> <div> <div> <p> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Preferred Technical and Professional Expertise <span> <span class=showjobdescr> <span> <br> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Preferably supporting clients with US operations B2C <span> <p><div>

Sales Development Representative

Company: JumpCloud

Location: Mexico

Posted Mar 15, 2024

<p class=jobDescription> <p> <strong> All roles at JumpCloud are Remote unless otherwise specified in the Job Description <strong> <p> <p> <p> <p> <strong> About JumpCloud <strong> <p> <p> JumpCloud® helps IT teams and Managed Service Providers MSPs Make Work Happen® by centralizing management of user identities and devices enabling small and mediumsized enterprises to adopt Zero Trust security models JumpCloud has been used by more than 200000 organizations including GoFundMe Grab ClassPass Beyond Finance and Foursquare JumpCloud has raised over $400M from worldclass investors including Sapphire Ventures General Atlantic Sands Capital Atlassian and CrowdStrike Our teams are growing fast too and were looking for talent across engineering sales customer success marketing product management and more Join our team of dedicated passionate and creative people who are eager to change the IT industry forever <p> <p> <p> <p> <strong> About the Role <strong> <p> <p> Do you have a positive attitude healthy competitive spirit naturally inquisitive mind and are selfdriven If so JumpCloud has an opportunity for you We are looking for a Sales Development Representative SDR to join us on our growth journey The SDR position would be responsible for prospecting qualifying and converting potential partners to opportunities in the sales pipeline <p> <p> <p> <p> No technology sales experience No problem We welcome applicants from all backgrounds who are coachable motivated resilient and positive We will offer the necessary training and mentorship to help make you successful in the short and long terms <p> <p> <p> <p> <p> <p> <p> <p> <strong> What Youll Do but not limited to <strong> <p> <ul> <li> <p> Identify leadsprospects generate curiosity and interest qualify educate and develop new opportunities <p> <li> <li> <p> Conduct multichannel outreach to warm and cold leads <p> <li> <li> <p> Qualify inbound leads via phone webform email etc <p> <li> <li> <p> Create sales opportunities by generating appointments for the broader sales team <p> <li> <li> <p> Partner with sales counterparts to develop plan of attack for particular leads <p> <li> <li> <p> Encouraged to bring ideas to assist in driving sales and success <p> <li> <ul> <p> <p> <p> <strong> Your Qualifications <strong> <p> <ul> <li> <p> Quick learner and selfstarter with an entrepreneurial work ethic <p> <li> <li> <p> Inquisitive mind and willingness to learn <p> <li> <li> <p> Interpersonal skills and ability to interact with individuals at all levels of the organization <p> <li> <li> <p> Desire and passion to collaborate learn and grow <p> <li> <li> <p> 1 year of professional experience preferred SaaS retail customer service education etc <p> <li> <ul> <p> <p> <p> <p> <p> LIOS1 <p> <p> <p> <p> <strong> Where youll be workingLocation <strong> <p> <p> JumpCloud is committed to being Remote First meaning that you are able to work remotely within the country noted in the Job Description <p> <p> <p> <p> This role is remote in the country of Mexico You must be located in and authorized to work in Mexico to be considered for this role <p> <p> <p> <p> <strong> Why JumpCloud <strong> <p> <p> If you thrive working in a fast SaaSbased environment and you are passionate about solving challenging technical problems we look forward to hearing from you JumpCloud is an incredible place to share and grow your expertise Youll work with amazing talent across each department who are passionate about our mission Were out of the box thinkers so your unique ideas and approaches for conceiving a product andor feature will be welcome Youll have a voice in the organization as you work with a seasoned executive team a supportive board and in a proven market that our customers are excited about <p> <p> <p> <p> One of JumpClouds three core values is to Build Connections To us that means creating human connection with each other regardless of our backgrounds orientations geographies religions languages gender race etc We care deeply about the people that we work with and want to see everyone succeed Rajat Bhargava CEO <p> <p> <p> <p> Please submit your résumé and brief explanation about yourself and why you would be a good fit for JumpCloud Please note JumpCloud is not accepting third party resumes at this time <p> <p> <p> <p> JumpCloud is an equal opportunity employer All applicants will be considered for employment without attention to race color religion sex sexual orientation gender identity national origin veteran or disability status <p> <p> <p> <p> LIRemote BIRemote <p><p>

Software QA engineer

Company: IBM

Location: MX Guadalajara

Posted Mar 13, 2024

<div class=jddescription datafield=description> <span class=showjobdescr style=fontweight bold> Introduction <span> <span class=showjobdescr> <span> <br> At IBM work is more than a job its a calling To build To design To code To consult To think along with clients and sell To make markets To invent To collaborate Not just to do something better but to attempt things youve never thought possible Are you ready to lead in this new era of technology and solve some of the worlds most challenging problems If so lets talk <br> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Your Role and Responsibilities <span> <span class=showjobdescr> <span> <p> <b datastringifytype=bold> What youll do <b> <p> <ul databorder=0 dataindent=0 datastringifytype=unorderedlist> <li datastringifyborder=0 datastringifyindent=0> Establish test plans and test schedules for new releases and interim fixes <li> <li datastringifyborder=0 datastringifyindent=0> Create and execute test cases Review test cases created by other teams <li> <li datastringifyborder=0 datastringifyindent=0> Expand test automation using test automation framework <li> <li datastringifyborder=0 datastringifyindent=0> Plan and execute Currency tests <li> <li datastringifyborder=0 datastringifyindent=0> Ensure that overall testing is performed within the committed timeframe <li> <li datastringifyborder=0 datastringifyindent=0> Support and test for customer support case <li> <ul> <p> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Required Technical and Professional Expertise <span> <span class=showjobdescr> <span> <p> <ul databorder=0 dataindent=0 datastringifytype=unorderedlist> <li datastringifyborder=0 datastringifyindent=0> <b datastringifytype=bold> 8+ years of experience in working as a tester amp automation using any Automation Test framework <b> <li> <li datastringifyborder=0 datastringifyindent=0> <b datastringifytype=bold> Experience in System level test <b> <li> <li datastringifyborder=0 datastringifyindent=0> <b datastringifytype=bold> Experience with Kubernetes Docker and cloud technologies <b> <li> <li datastringifyborder=0 datastringifyindent=0> Experience with Operating Systems Windows Linux for debugging and troubleshooting purposes <li> <li datastringifyborder=0 datastringifyindent=0> Experience with HW Platforms x86 Linux PPC Linux Power LE <li> <li datastringifyborder=0 datastringifyindent=0> Good understanding of Virtualization KVM VMWare Container technologies eg Kubernetes Docker <li> <li datastringifyborder=0 datastringifyindent=0> Good understanding of Storage FCiSCSISCSI IP Storage Disk technologies SSD HDD Cloud Storage <li> <li datastringifyborder=0 datastringifyindent=0> Experience with common scripting languages Golang bash python JavaScript Perl etc <li> <li datastringifyborder=0 datastringifyindent=0> Excellent communication coordination and organizational skills <li> <li datastringifyborder=0 datastringifyindent=0> Excellent team leadership skills <li> <ul> <p> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Preferred Technical and Professional Expertise <span> <span class=showjobdescr> <span> <p> <ul databorder=0 dataindent=0 datastringifytype=unorderedlist> <li datastringifyborder=0 datastringifyindent=0> Understanding of Storage technology Backup products Agile methodology <li> <ul><div>

Account Executive

Company: Osmind

Location: Mexico

Posted Mar 11, 2024

<p class=jobDescription> <p> Osmind is the premier platform for clinicians and researchers advancing new lifesaving mental health treatments Today mental health disorders are one of the leading causes of death worldwide especially among young adults and are tied to shortening lifespans While there have been developments in new psychiatric medications since the first FDA approval in 1954 today there is a growing movement among clinicians patients and researchers who are recognizing the need to accelerate new science <p> <p> <p> <p> The Osmind treatment platform is the first and only solution that solves specific challenges faced by neuropsychiatric clinics spanning general psychiatry and interventional psychiatry transcranial magnetic stimulation ketamine SPRAVATO® psychedelic medicine electroconvulsive therapy The core electronic health record EHR technology is precisely developed for interventional treatment workflows and designed to support a strong therapeutic alliance including journaling tools and assistance with health plan reimbursement which is a significant access hurdle for millions of patients <p> <p> <p> <p> Research from our platform is already helping to set new standards for mental health interventions For example in the largest published realworld analysis of ketamine infusion therapy for depression we teamed up with Stanford University School of Medicine to share findings in the <em> Journal of Affective Disorders <em> March 2022 We have multiple ongoing research studies leveraging our proprietary realworld data including an even larger ketamine analysis leveraging machine learning to predict treatment outcomes <p> <p> <p> <p> Osmind is a San Franciscobased public benefit corporation led by scientists technologists and psychiatrists We are backed by top investors including DFJ Growth General Catalyst Future Ventures Tiger Global and Y Combinator <p> <p> <p> <p> <p> <p> <strong> Responsibilities <strong> <p> <ul> <li> <p> Own the sales cycle for our Electronic Health Record EHR for mental health providers from lead to close <p> <li> <li> <p> Meet and exceed quota expectations quarter over quarter bringing a growth mindset to develop a career as a highly successful software and healthcare sales leader <p> <li> <li> <p> Become an Osmind product expert be able to espouse our key value propositions to provider customers through demos and other communications <p> <li> <li> <p> Become an expert on the tools technology and clinical best practices of the behavioral health market and the treatments available for patients with serious mental illness SMI <p> <li> <li> <p> Develop and build pipeline beginning with <em> inbound <em> lead qualification <em> and direct outbound <em> turning sales accepted leads into completed demos and closed won deals utilizing email phone webinar and 11 demos over Zoom to establish the value proposition of Osmind and bring new customers to our platform <p> <li> <li> <p> Become a superstar at overcoming objections <em> empathizing with prospects pain points <em> and understanding how to pivot conversations about potential deal blockers into selling points to emphasize the key value propositions of the Osmind platform <p> <li> <li> <p> Negotiate contracts to maximize annual recurring revenue and ensure the successful adoption of Osmind <p> <li> <li> <p> Ensure a seamless handoff to the Customer team for onboarding training and success <p> <li> <li> <p> Provide highquality feedback to our product team on feature requests and product feedback using your knowledge from the front lines of clinician needs <p> <li> <ul> <p> <p> <p> <strong> Requirements <strong> <p> <ul> <li> <p> 1+ years experience as a sales account executive selling a SaaS product and conducting demos over screen share with prospects <p> <li> <li> <p> Demonstrable sales success with a track record of exceeding quota <p> <li> <li> <p> Strong competitive mindset you thrive in an environment with clear goals and enjoy celebrating wins <p> <li> <li> <p> Ability to succeed in a startup environment pushing ahead to achieve results even when strategy is still being defined <p> <li> <li> <p> <em> Selfstarter attitude that drives your ability to thrive in a fastpaced environment <em> <p> <li> <li> <p> Interest in improving mental healthcare for providers and patients <p> <li> <li> <p> Excellent written and verbal communication skills <p> <li> <ul> <p> <p> <p> <p> <p> Some candidates may see the list above and feel discouraged because they dont match all the items Please apply anyway theres a good chance you also have important skills weve missed We are committed to diversity and building an equitable and inclusive environment for people of all backgrounds and experiences and were taking steps to meet that commitment We especially encourage members of traditionally underrepresented communities to apply including women underrepresented people of color LGBTQ+ people veterans and people with disabilities <p> <p> <p> <p> Osmind is a public benefit corporation and platform for clinicians and researchers advancing new lifesaving mental health treatments We recently published our first Public Benefit Report that chronicles how our team of scientists technologists and psychiatrists have been working to help solve the worldwide mental health crisis advance responsible innovation and research and help ensure robust access to care for patients of all backgrounds Read the report here <a class=fontbold underline fontbold underline postingslink href=httpswwwosmindorgpbc rel=noopener noreferrer nofollow target=blank> httpswwwosmindorgpbc <a> <p><p>

Record to Report Specialist

Company: IBM

Location: MX Guadalajara

Posted Mar 01, 2024

<div class=jddescription datafield=description> <span class=showjobdescr style=fontweight bold> Introduction <span> <span class=showjobdescr> <span> <br> Required to handle understand complex transactions re Record to Report processes through their knowledge experience and expertise in this space required to handle understand complex transactions involving collecting processing and delivering relevant timely and accurate information Provides strategic financial and operational feedback on how a business is performing as well as develop and implement innovative process initiatives deploy leading edge solutions which match our Clients tactical and strategic requirements Professionals in this role have skills such as data extraction and collection analysis accounting financial and management reports understanding of key performance indicators reconciliation of budgets forecast financial controls and fixed assets as well as business operations process management and compliance industry knowledge and a deep understanding of the process best practices and tools to execute their clients core business processes Plan and manage operational capacity collaborating with CxO layer <br> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Your Role and Responsibilities <span> <span class=showjobdescr> <span> <br> Support daytoday service delivery ensuring compliance with operational metrics and quality standards Utilize strong communication skills to effectively engage with external customers Demonstrate flexibility to work in different shifts as required Collaborate with the operations team to implement process improvements ensuring consistent and efficient service delivery Contribute to transformation initiatives under the guidance of senior team members <br> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Required Technical and Professional Expertise <span> <span class=showjobdescr> <span> <div class=componentbody datav3fec1da2=> <div class=compositetextarea datav3fec1da2= id=compositetextarea> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Plan and manage operational capacity collaborating with CxO layer <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Minimum of 5 years in a Record to Report role <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> C1 proficiency in English and native fluency in Spanish both written and spoken <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Ability to work in shifts to support hours of operation Sunday through Saturday 9am11pm EST <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Excellent communication skills problemsolving ability a strong focus on delivering exceptional customer service <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Experience in placing Assets in Service ADAF construction ThueUps Blackline Reconciliations Ageing106 Unitization <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> A relevant degree or equivalent experience in customer service or a related field <span> <div> <div> <div> <div> <p> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Preferred Technical and Professional Expertise <span> <span class=showjobdescr> <span> <p> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <span class=partgeneral textalignreset datav3fec1da2= dir=auto id=multilinecomplinepart0> Preferably supporting clients with US operations B2C <span> <div> <div> <div class=compositetextarealine datav3fec1da2=> <div class=compositetextarealinepart textalignreset datav3fec1da2= id=multilinecomplinepartdiv0> <div> <div><div>

Mobile Engineer (Flutter)

Company: Superformula

Location: Mexico, South America, Central America

Posted Feb 15, 2024

The job posting is for a senior Flutter engineer role, where the successful candidate will join a team of experts to build secure, well-documented, and beautiful consumer applications. The role involves iterating on existing components, developing internal solutions, and improving the Flutter component library. The ideal candidate should have a proven record of creating and releasing commercial iOS and Android applications, excellent communication skills, and the ability to work in a remote environment across multiple timezones. The candidate must also have experience with Flutter, Dart, CI/CD for mobile applications, and familiarity with GraphQL, REST APIs, and E2E testing tools.

Product Designer II

Company: Scribd

Location: Northern America, Mexico

Posted Feb 22, 2024

Scribd, a platform for stories and knowledge, is seeking an experienced Product Designer to join their Lifecycle product team. The role involves designing personalized communication touchpoints across Everand, Scribd, and SlideShare, aiming to convert visitors into engaged subscribers. The ideal candidate should have end-to-end design process experience, a passion for crafting beautiful designs, and strong communication skills. Scribd values experimentation, collaboration, and its people. The company offers a competitive salary, comprehensive benefits, and a flexible work environment.

Operations Manager (Architectural Visualization)

Company: Boldr

Location: Mexico

Posted Mar 05, 2024

<p>As an Operations Manager you will have the same passion for delivering what is possible on the Digital Frontier as our team of 3D Artists You will help us to grow and scale a current business of ten by ensuring we have the right people processes and systems in place You will accept nothing less than the best from yourself and others and you will be responsible for making sure that project delivery standards quality and client communication is in line with the Visualizations industryleading standards<p> <p><strong>Operations Manager | Responsibilities<strong><p> <p><strong>Resource and Project Management<strong><p> <p>● You will use Toggl Plan to understand project requirements and work with Project Managers and our<p> <p>Creative Director to plan out who will work on which project and when<p> <p>● You will ensure studio time is being recorded accurately and effectively via Toggl Track<p> <p>● You will determine time estimates and evaluate team availability moving resources around to enable the<p> <p>successful delivery of projects to agreed timelines<p> <p>● You will oversee Project Profitability and ensure deadlines and milestones are met<p> <p>● You will identify and manage when to ask for additional services<p> <p>● You will understand and manage team member utilizationefficiency You will ensure the studio has<p> <p>sufficient staff to deliver and optimize resource levels to ensure quality while maintaining gross margins<p> <p>right blend of fulltime staff Overtime and use of contractors<p> <p><strong>Client Communication<strong><p> <p>● You will support the Project Manager and Creative Director to cost projects and determine a preliminary<p> <p>project schedule<p> <p>● You will create and issue all formal client correspondence Contracts Amendments Proposals<p> <p>● You will oversee project correspondence from team Project Managers Project Deliveries Updates<p> <p>● You will support the Financial Controller in Credit Management activities to ensure debts are paid to agreed<p> <p>terms<p> <p>● You are the main and first point of contact for client invoice dispute resolution<p> <p><strong>Business Development<strong><p> <p>● You will support the Creative Director in identifying new business opportunities<p> <p>● You will contact potential clients via email or phone to set up meetings<p> <p>● You will maintain and monitor leads and our project pipeline in Hubspot<p> <p>● You will represent the company at external events<p> <p><strong>People Management<strong><p> <p>● You will ensure our team of 3D Artists conforms to our Project Standards and conduct documented feedback and coaching sessions based on their individual performance<p> <p>● You will take ownership of Studio KPIs Utilization Project Delivery and Project Profitability<p> <p>● You will develop implement and review operational procedures<p> <p>● You will manage team member development performance reviews and bonus calculations<p> <p>● You will prepare job descriptions help advertise roles and manage incoming applications<p> <p>● You will help onboard new employees<p> <p>● You will monitor annual leave manage holiday requests and planned unplanned time off<p> <p><strong>Requirements<strong><p> <p>● You have at least 5 years of postgraduate professional experience with recent involvement in firms of at<p> <p>least 10 people<p> <p>● Experience as a Project Manager Operations Lead<p> <p>● Experience with implementing operational KPIs<p> <p>● Experience working with Financial Data<p> <p>● Excellent communication skills among peers disciplines and clients<p> <p>● US work visa and fluent English<p> <p>● Excellent organization skills<p> <p>● A passion for visualization<p> <p>● Software Proficiency<p> <p>● Let us know if you have experience with Google Sheets Miro Toggl Plan Toggl Track Wave and InDesign<p> <p><br><br><p> <div class=h2>About the company<div> <p> <p> <p>Boldr is a global impactdriven organization that places immense value on our team members the communities we operate in and our esteemed clients At the heart of our philosophy is the belief in fostering growth and fulfillment for our team members aligning their interests and goals with meaningful career development opportunities<p> <p>At Boldr we take great pride in the diverse backgrounds commitments and passions that our team members bring to the table This rich tapestry of perspectives and experiences contributes to our vibrant and inclusive company culture which we wholeheartedly celebrate across our global teams<p> <img src=httpsremotivecomjobtrack1899762blankgifsource=publicapi alt=>

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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