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commercial relationship manager iv

Fifth Third Bank

<div>Make banking a Fifth Third better&reg;
 
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
#LI-JB1
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
<ul><li>Work independently to identify and develop profitable new &quot;lead left&quot; client relationships by leveraging centers of influence, existing clients, &amp; referral sources
</li><li>Effective grow long term profitable &quot;lead left&quot; relationships
</li><li>Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
</li><li>Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
</li></ul>Portfolio Management
<ul><li>Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
</li><li>Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
</li><li>Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
</li></ul>Client Experience
<ul><li>Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
</li><li>Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
</li><li>Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
</li><li>Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience
</li></ul>Credit Excellence
<ul><li>Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
</li><li>Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
</li><li>Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
</li></ul>SUPERVISORY RESPONSIBILITIES:
No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I &amp; II
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
<ul><li>Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
</li><li>Minimum of 10 years Commercial Banking experience.
</li><li>9 years of relationship account management experience preferred.
</li><li>Formalized commercial credit training or equivalent credit experience required.
</li><li>Underwriting experience preferred.
</li><li>Proven track record of partnership with investment bankers to provide strategic and capital market advice.
</li><li>Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
</li><li>Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
</li><li>Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
</li><li>Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
</li><li>Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
</li><li>Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
</li><li>Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
</li><li>Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
</li><li>Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
</li><li>Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
</li><li>Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
</li><li>Proven ability to work in a team-based sales environment.
</li><li>Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
</li><li>Regional /local travel
</li></ul>Commercial Relationship Manager IV
Total Base Pay Range 121,900.00 - 262,100.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION - San Francisco, California 94111
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div>

Commercial Relationship Manager IV

Shanghai Commercial Bank, Ltd.

Overview Loan Manager is responsible for managing and growing relationship with corporate and business clientele. The role involves study market trends and prospects, to conduct business research and analysis. Cultivating business opportunities. Responsible for maintenance of all existing accounts in the team&rsquo;s portfolio. Supervising and training Loan Officer/RM team members.Responsibilities&middot; Cultivating new business opportunities.- Calling on new and existing customers to maintaining customer relationship.- Develop and maintain strong relationship with existing customer and potential client&middot; Developing marketing plan.- Identify client&rsquo;s financial needs and recommend appropriate product and services, such as Loans, Credit lines, Deposits and Treasury solution. Structure the loans and credit facilities to align with credit appetite of the bank and the client&rsquo;s requirement.&middot; Review appraisal reports and environmental reports and engineering site visit report on properties securing our credit facilities&middot; Check completeness of loan documentation for loan closing. Report any exceptions noted&middot; Provide strong leadership &amp; supervision to Loan Officer &amp; RM with regard to making sound credit risk decisions, preparing credit proposals and in attaining loan growth budgets.&middot; Supervising and training Loan Officer/RM team members.&middot; Setting performance goals for team members.&middot; Evaluating team members&rsquo; performance.&middot; Responsible for the compliance of Bank&rsquo;s credit policies and banking regulations.&middot; Participating in special projects and assignments as requested.Following compliance of the Bank&rsquo;s risk management policiesQualifications<ul><li>Proven experience in loan officer roles within the Commercial Real Estate Lending or Commercial banking industry.</li><li>Familiarity with CRE loan origination procedures, escrow processes, and credit analysis techniques.</li><li>Excellent understanding of CRE loan documentations, and banking regulations related to lending.</li><li>Proficiency in basic math skills including 10-key typing for data entry and calculations.</li><li>Ability to analyze financial documents accurately while adhering to regulatory standards.</li><li>Strong organizational skills with attention to detail in processing complex loan files efficiently.</li><li>Strong Communication skills and Interpersonal skills</li><li>&middot;Minimum of 7 to 10 years of experience in banking, with a focus on Loan generation and Credit or 7 to 10 years of related experience and/or training</li><li>Cantonese or Mandarin is preferred</li></ul>Pay: $120,000.00 - $150,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>CRE or Commercial Lending: 7 years (Preferred)</li></ul>Language:<ul><li>Cantonese or mandarin (Preferred)</li></ul>Work Location: In person

Loan Manager

Mindful Health Solutions

<div>About Mindful Health Solutions:
Mindful Health Solutions is a leading outpatient psychiatry group dedicated to helping patients heal and thrive. We are transforming outpatient mental healthcare by providing advanced, evidence-based interventional treatments, including Transcranial Magnetic Stimulation (TMS), Esketamine therapy, and IV Ketamine Infusion Therapy. TMS is an effective, non-invasive, FDA-cleared treatment for drug-resistant depression. Esketamine is an FDA-approved prescription nasal spray for patients with treatment-resistant depression. Our IV Ketamine Infusion Therapy, an innovative treatment that helps stimulate new neural connections, restore balance in mood regulation, and provide rapid relief. Guided by nationally recognized clinical experts, we offer compassionate, comprehensive mental healthcare. Our clinics are designed to provide patients, practitioners, and employees with a modern, relaxed, and people-centered experience. 
About the role:
Working in a high-volume medical office, the Patient Care Technician provides friendly customer service while administering interventional mental health treatments that can include Transcranial Magnetic Stimulation (TMS), Esketamine and IV Ketamine therapies. In addition, Patient Care Technicians are responsible for contributing to all administrative aspects of the practice, including but not limited to scheduling, insurance verification, collections management and patient check in/check out.
Benefits<ul><li>
Company-paid training and certification in TMS and Esketamine administration (training and certification must be successfully completed within 3 months of hire date).</li><li>
No weekends</li><li>
Employee Benefits available to Full-Time team members.</li><li>
Hands-on patient care with no exposure to needles or blood.</li></ul>
Responsibilities<ul><li>
Ensure compliance with HIPAA and confidentiality regulations.</li><li>
Provide compassionate patient care, building trust and rapport, especially with patients facing mental health challenges like depression and anxiety.</li><li>
Perform TMS treatments following physician protocols; setup, monitor, and document sessions to optimize patient comfort and treatment efficacy.</li><li>
Address and resolve issues related to patient comfort, coil contact, and TMS system setup during treatments.</li><li>
Administer psychiatric rating scales and provide guidance to patients on completing them accurately.</li><li>
Maintain accurate schedules, patient demographics, and insurance information.</li><li>
Collect deductibles, co-insurance, and co-pays from patients.</li><li>
Manage multiple phone lines and respond to email inquiries from current and prospective patients promptly.</li><li>
Scan medical documents and ensure the integrity of records in Electronic Medical Records software.</li></ul>
Qualifications<ul><li>
Deliver exceptional customer service to prospective patients, ensuring a superior experience. Strong customer service acumen and a confident phone presence are essential.</li><li>
Current Basic Life Support (BLS)/CPR certification is required and must be obtained prior to the employee's start date. Certification must be maintained throughout employment.</li><li>
Excel in multitasking with meticulous attention to detail, consistently bringing tasks to successful completion.</li><li>
Proficiency in Microsoft Word and Excel, coupled with robust computer and data entry skills, is mandatory.</li><li>
Demonstrate outstanding written, verbal, and organizational abilities.</li><li>
Foster excellent communication and collaborate effectively within a team environment.</li><li>
Engage professionally with current and potential patients, clinic staff, physicians, and support departments.</li><li>
Uphold office standards for professional appearance and conduct, with a keen focus on patient confidentiality and sound judgment.</li><li>
Preferably hold an Associate&rsquo;s or Bachelor&rsquo;s degree; however, candidates with experience in patient care, medical offices, or customer service will receive strong consideration.</li></ul>
Pay range: $25.00 to $26.00 per hour. This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. The employee may be eligible for bonuses and other forms of compensation.
About Mindful Health Solutions:
Mindful Health Solutions is a leading outpatient psychiatry group dedicated to helping patients heal and thrive. We are transforming outpatient mental healthcare by providing advanced, evidence-based interventional treatments, including Transcranial Magnetic Stimulation (TMS), Esketamine therapy, and IV Ketamine Infusion Therapy. TMS is an effective, non-invasive, FDA-cleared treatment for drug-resistant depression. Esketamine is an FDA-approved prescription nasal spray for patients with treatment-resistant depression. Our IV Ketamine Infusion Therapy, an innovative treatment that helps stimulate new neural connections, restore balance in mood regulation, and provide rapid relief. Guided by nationally recognized clinical experts, we offer compassionate, comprehensive mental healthcare. Our clinics are designed to provide patients, practitioners, and employees with a modern, relaxed, and people-centered experience. 
The pay range for this role is: 
25 - 26 USD per hour(San Francisco - Castro)</div>

Patient Care Technician

DoorDash

<div><h2 class="jobSectionHeader">About the Team</h2>

Our Advertising &amp; Promotions team operates at the intersection of e-commerce and advertising, surfacing and monetizing relevant content that benefits our core audiences. We provide digital solutions to help advertisers reach DoorDash audiences. This role will be directly responsible for managing the monetization strategy for our ads &amp; promotions products.
<h2 class="jobSectionHeader">
About the Role</h2>

As Senior Manager, Restaurant Ads &amp; Promotions, you will be our team's senior subject-matter expert and commercial advocate for DoorDash's largest Enterprise restaurant advertisers. You will know our biggest brands inside out, build the account-level strategies that move their advertising investment with us, and shape the product roadmap that unlocks the next wave of Enterprise demand. You will be the person in the room when DoorDash negotiates long-term contracts with these brands, protecting and growing the ads business within those deals. You will work cross-functionally every day with Product, Data Science, Sales and Account Management, Finance, Legal, and the US Marketplace team.
<ul>
<li>Own deep account-level Ads &amp; Promotions strategy for our top Enterprise merchants, building high-confidence, merchant-specific plans across product, measurement, and relationships that move their advertising investment rates</li>
<li>Serve as the Ads &amp; Promotions DRI for MSA and other long-term contractual negotiations, sizing the impact of any advertising components, setting the guardrails, and ensuring these commitments set us up for continued success</li>
<li>Model out complex cross-functional tradeoffs and bring a strong, defensible point of view to senior leadership</li>
<li>Stand up the processes and tools that raise our merchant business intelligence, turning call notes, feedback, and data into a living corpus that informs strategy and a regularly reviewed, stack-ranked input to the product roadmap</li>
<li>Represent the needs of Enterprise merchants and account teams to influence the Product roadmap for high-value, complex use cases across advertiser experience, measurement, credits, and franchise</li>
<li>Bring new advertising and promotions capabilities to market for Enterprise clients, enabling successful adoption both internally and externally</li>
</ul><h2 class="jobSectionHeader">You're excited about this opportunity because you will&hellip;</h2>
<ul><li>Own: Be the credible, go-to expert on our largest advertisers and the strategies that grow them</li>
<li>Advocate: Represent Ads &amp; Promotions in high-stakes commercial negotiations and protect the long-term health of the business</li>
<li>Model: Frame ambiguous, cross-functional tradeoffs with data and carry a strong point of view to executives</li>
<li>Shape: Influence the Enterprise product roadmap by translating merchant needs into clear, prioritized requirements</li>
<li>Influence: Drive alignment and outcomes across Product, Data Science, Sales, Finance, and US Marketplace without direct authority</li>
</ul><h2 class="jobSectionHeader">We're excited about you because&hellip;</h2>
<ul><li>You have 8+ years of experience in strategy &amp; operations, commercial strategy, management consulting, investmebusiness development, or a closely related field, with a track record of owning ambiguous, high-stakes problems end-to-end</li>
<li>You have owned the strategy for large, sophisticated customers or partners and can build a credible, account-specific point of view</li>
<li>You are comfortable in or adjacent to commercial negotiations (MSAs, up front agreements, pricing, partnerships) and can hold your ground against counterparts with competing incentives</li>
<li>You have strong quantitative and structured problem-solving skills, can self-serve data (intermediate+ SQL/Excel), and can defend your conclusions to skeptical executives</li>
<li>You communicate complex ideas clearly across technical, commercial, and executive audiences</li>
<li>Advertising, ad-tech, retail-media, or restaurant/marketplace experience is preferred</li>
</ul><div><h2 class="jobSectionHeader">About DoorDash</h2>

At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users&mdash;from Dashers to merchant partners to consumers. We are a technology and logistics company that started by enabling door-to-door delivery, and we are looking for team members who can help us go from a company that is known as the place you order food to a company that people turn to for any and all goods. 
 
DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees' happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more.
<h2 class="jobSectionHeader">
Our Commitment to Diversity and Inclusion</h2>

We're committed to growing and empowering a more inclusive community within our company, industry, and cities. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel.

Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on &quot;protected categories,&quot; we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce &ndash; people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination.

Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation.

If you need any accommodations, please inform your recruiting contact upon initial connection. 

Notice to Applicants for Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only

We used Covey as part of our hiring and/or promotional process for jobs in NYC and certain features may qualify it as an AEDT in NYC. As part of the hiring and/or promotion process, we provided Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound from August 21, 2023, through December 21, 2023. We resumed using Covey Scout for Inbound again on June 29, 2024, and ceased using Covey Scout for Inbound on April 30, 2026.

The Covey tool has been reviewed by an independent auditor. Results of the audit may be viewed here: https://getcovey.com/nyc-local-law-144.</div></div>

Senior Manager, Restaurant Ads & Promotions

DistalMotion SA

<div>About Distalmotion:
Distalmotion is a global MedTech company with a mission to expand access to the benefits of robotic surgery through simplified and flexible robotic technology. Its DEXTER&reg; robotic surgical system empowers more surgeons and sites of care&mdash;including hospital outpatient departments (HOPDs) and ambulatory surgical centers (ASCs)&mdash;to adopt robotic-assisted minimally invasive surgery.
Designed to integrate seamlessly into existing surgical workflows, DEXTER is easily moved, quickly set up, and adaptable to operating rooms of any size. The system is commercially available in the United States and Europe. Distalmotion is headquartered in Lausanne, Switzerland.
Position Overview:
Distalmotion is seeking a high-performing Area Sales Manager to drive adoption of the DEXTER&reg; robotic surgical system within a defined U.S. territory - North CA (North of Fresno), Portland, Oregon. This role will be responsible for developing strategic customer relationships, identifying and converting new business opportunities, and expanding utilization across ambulatory surgery centers (ASCs), hospitals, integrated delivery networks (IDNs), and academic medical centers.
The successful candidate will have a proven track record of selling complex capital equipment, surgical technologies, or robotic platforms and will thrive in a fast-paced, entrepreneurial environment. This individual will play a key role in establishing DEXTER as the robotic solution of choice for surgeons and healthcare systems seeking flexibility, efficiency, and improved patient access to robotic surgery.
Key Responsibilities:
<ul><li>Develop and execute a territory business plan to achieve and exceed sales objectives.
</li><li>Identify, qualify, and advance opportunities within ASCs, hospitals, IDNs, academic medical centers, and VA facilities.
</li><li>Build relationships with surgeons, administrators, supply chain leaders, and executive stakeholders.
</li><li>Lead the full sales cycle, including prospecting, demonstrations, clinical evaluations, proposal development, contract negotiations, and closing.
</li><li>Deliver compelling product presentations and demonstrations that clearly articulate the clinical and economic value of the DEXTER robotic surgical system.
</li><li>Develop and maintain a robust pipeline of opportunities and accurately manage activities within the CRM system.
</li><li>Partner closely with Clinical, Marketing, Training, and Customer Success teams to ensure exceptional customer experience and successful account launches.
</li><li>Identify and cultivate key opinion leaders (KOLs) who can support broader market adoption.
</li><li>Attend regional and national conferences, industry meetings, and customer events to increase market awareness and generate demand.
</li><li>Drive utilization growth and customer satisfaction within the installed base.
</li>Provide market intelligence, competitive insights, and customer feedback to support commercial strategy. 
<li>
</li></ul> 
 
Requirements 
Education<ul><li>
Bachelor's degree required.
</li><li>Business, Life Sciences, Biomedical Engineering, Healthcare Administration, or related field preferred.
</li><li>MBA or advanced degree is a plus.</li></ul>
Experience<ul><li>
7+ years of successful medical device sales experience with a documented history of achieving or exceeding quota.
</li><li>Experience selling capital equipment, surgical robotics, operating room technologies, or other complex healthcare solutions strongly preferred.
</li><li>Demonstrated success navigating complex healthcare sales environments involving multiple stakeholders and long sales cycles.
</li><li>Experience working with ASCs, hospital systems, IDNs, academic medical centers, and physician leadership.
</li><li>Proven ability to build new markets and drive adoption of innovative technologies.
</li><li>Startup, launch, or high-growth commercial experience preferred.</li></ul>
Skills &amp; Competencies<ul><li>Strong business acumen and financial selling skills.
</li><li>Ability to communicate compelling clinical and economic value propositions.
</li><li>Excellent executive presence, communication, and presentation skills.
</li><li>Highly self-motivated with an entrepreneurial mindset.
</li><li>Strong negotiation and contract management capabilities.
</li><li>Ability to influence cross-functional stakeholders without direct authority.
</li><li>Data-driven approach to territory planning, pipeline management, and forecasting.
</li><li>Excellent organizational and account management skills.</li></ul>
Distalmotion is an equal opportunity employer committed to building a diverse and inclusive workplace. 
 
 
Benefits 
Medical
Dental
Vision
401K</div>

Area Sales Manager, Northwest Territory

SmithRx

<div>Who We Are:

SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:
<ul>
<li>Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.</li>
<li>Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward&mdash;always.</li>
<li>Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.</li>
</ul>
Job Summary: 

You are the source of truth for member data on the MCSS (Member Communications Shared Services) team. While the Marketing Operations Manager owns the pipes that deliver communications, you own what flows through them &mdash; the accuracy, completeness, and integrity of every member list. You are responsible for sourcing, validating, and preparing member data drawn from many internal systems, ensuring that every letter, email, and text we send reaches the right member with the right information.

At SmithRx, data integrity is a legal requirement &mdash; not a best practice. Our member communications are heavily regulated and compliance-driven, and this role works directly with Protected Health Information (PHI). A single bad record isn't a minor error; it's a risk to our members and our business. You will report directly to the Member Comms Team Lead and maintain a dotted-line relationship with our centralized Data team &mdash; contributing to shared Snowflake data models, aligning with enterprise data standards, and coordinating on upstream changes that affect member communications. Over time, high performers in this role will have the opportunity to expand their scope beyond member communications into broader marketing analytics.

Responsibilities:
<ul>
<li>Data Sourcing &amp; List Building
<ul><li>Own the end-to-end process of extracting and compiling member lists from multiple internal data sources &mdash; eligibility systems, pharmacy data, client records, and more &mdash; for use across email, SMS, and print communications. Your primary workspace is Snowflake, querying across the data models maintained by our Data Engineering and Analytics teams.</li>
</ul></li></ul><ul><li>Data Quality &amp; Validation
<ul><li>Define and enforce data quality standards across all member lists before they enter the delivery pipeline. Build and maintain automated checks that surface anomalies &mdash; duplicate records, missing fields, invalid formats, eligibility mismatches &mdash; before a single message is triggered.</li>
</ul></li></ul><ul><li>PHI Stewardship &amp; Compliance
<ul><li>Handle Protected Health Information with the rigor and discipline it demands. Own suppression list logic, ensuring members who have opted out, are ineligible, or fall under regulatory exclusions are accurately reflected across all lists at all times. Treat opt-out, preference, and PHI data as the highest-priority data in the pipeline.</li>
</ul></li></ul><ul><li>Cross-Functional Partnership
<ul><li>Work hand-in-hand with the Marketing Operations Manager to ensure lists are formatted, mapped, and structured exactly to the schema required by communication platforms. Maintain an active working relationship with the centralized Data team &mdash; contributing to shared data models and quality standards, staying aligned on upstream changes, and advocating for member communications data needs at the infrastructure level.</li>
</ul>
</li></ul>What you will do:
<ul>
<li>Extract, transform, and validate member data from multiple internal systems using Snowflake, producing clean, audit-ready lists for every communication send</li>
<li>Build and maintain automated data validation workflows that catch quality issues &mdash; gaps, duplicates, mismatched fields, ineligible members &mdash; before lists are handed to Marketing Operations</li>
<li>Own suppression and exclusion logic, including regulatory opt-outs, eligibility exclusions, and client-specific rules, and ensure they are consistently applied across all channels and send types</li>
<li>Partner closely with the Marketing Operations Manager on list specifications, field mapping requirements, and pre-send data checks &mdash; you are the upstream dependency for every campaign they deploy</li>
<li>Maintain clear documentation of data sources, transformation logic, field definitions, and business rules to support auditability and regulatory compliance</li>
<li>Collaborate with the centralized Data team to stay aligned on Snowflake data model changes, contribute to shared data quality standards, and represent member communications requirements in data infrastructure decisions</li>
<li>Proactively identify, escalate, and root-cause data quality issues, partnering with the Member Comms Team Lead and internal data owners to drive resolution</li>
<li>Support ad-hoc data pulls for compliance reporting, campaign sizing, program performance analysis, and regulatory inquiries</li>
</ul>
What you will bring to SmithRx:
<ul>
<li>4+ years of hands-on experience in data analytics, data operations, or a closely related discipline</li>
<li>Experience working with Protected Health Information (PHI) and a working knowledge of HIPAA requirements as they apply to data handling &mdash; this is a requirement, not a nice-to-have</li>
<li>Strong SQL proficiency in Snowflake &mdash; comfortable writing complex queries, joining across multiple sources, and transforming raw data into clean, validated output</li>
<li>A quality-obsessed approach to data &mdash; you have experience building validation logic, reconciling data across systems, and treating data integrity as non-negotiable</li>
<li>Familiarity with member or customer data concepts including suppression lists, opt-out and preference management, eligibility logic, and regulated data handling</li>
<li>Experience working within a shared data infrastructure (e.g., contributing to or consuming dbt models, working alongside Data Engineering or Analytics teams) strongly preferred</li>
<li>Strong cross-functional communication skills &mdash; you can translate data findings and quality issues clearly to both technical and non-technical stakeholders</li>
<li>Healthcare or PBM industry experience is strongly preferred</li>
<li>A security-first mindset: You treat every member record as if it were your own medical history &mdash; because to someone, it is</li>
</ul>
What SmithRx Offers You:
<ul>
<li>Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&amp;D Insurance</li>
<li>Flexible Spending Benefits</li>
<li>401(k) Retirement Savings Program</li>
<li>Short-term and long-term disability</li>
<li>Discretionary Paid Time Off</li>
<li>Paid Company Holidays</li>
<li>Wellness Benefits</li>
<li>Commuter Benefits</li>
<li>Paid Parental Leave benefits</li>
<li>Employee Assistance Program (EAP)</li>
<li>Well-stocked kitchen in office locations</li>
<li>Professional development and training opportunities</li></ul></div>

Marketing Data Analyst

<div><div>The Opportunity 
 
As a Finance Transformation - Anaplan Solutions Architect, Sr. Manager, you will collaborate with CEOs, CFOs, controllers, and treasurers to optimize finance functions and enhance their business contributions. Within our Finance practice, you will address challenges in achieving control standards, streamline back-office operations, and provide insightful business support. As a Senior Manager, you will leverage your skills to lead large projects, innovate processes, and maintain operational excellence while interacting with clients to drive project success. You will motivate and coach teams to solve complex problems, applying sound judgment and developing high-performing, diverse, and inclusive teams. 
 
In this role, you will focus on aligning financial planning, consolidation, reporting, and analytics processes to provide business insights that drive better decisions. You will navigate the complexities of cross-border teams and engagements, contributing technical knowledge in your area of specialization. Your ability to initiate open conversations with teams, clients, and stakeholders will build trust and contribute to the overall success of our firm. 
 
Responsibilities 
 
<ul><li>Leading the design and implementation of Anaplan solutions to optimize financial planning and analysis processes</li><li>Collaborating with CEOs, CFOs, and other senior executives to align finance functions with business objectives</li><li>Managing complex data analysis to provide actionable insights for strategic decision-making</li><li>Developing and executing financial modeling and forecasting to support business growth and efficiency</li><li>Overseeing the integration of financial management software to enhance operational performance</li><li>Guiding teams in process optimization and performance analysis to drive cost reduction and efficiency</li><li>Building and maintaining relationships with clients to address financial challenges and opportunities</li><li>Navigating cross-border engagements and diverse teams to deliver comprehensive financial solutions</li><li>Initiating and leading open conversations with stakeholders to foster trust and collaboration</li><li>Upholding ethical standards and business conduct in all client interactions</li></ul> 
What You Must Have 
 
<ul><li>At least a Bachelor's degree</li><li>At least 6 years of experience in Anaplan tool</li></ul> 
What Sets You Apart 
 
<ul><li>Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Finance, Risk Management/Insurance</li><li>Demonstrating advanced skills in Anaplan solutions architecture</li><li>Navigating complex financial data analysis and reporting</li><li>Innovating financial planning and forecasting processes</li><li>Leading cross-functional teams in finance transformation projects</li><li>Excelling in strategic advising and client interaction</li><li>Utilizing data visualization software for impactful insights</li></ul></div> 
The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.</div>

Finance Transformation - Anaplan Solutions Architect, Sr. Manager

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