Clever Devices

• Own the monthly, quarterly, and annual close process across the portfolio • Own reconciliations, intercompany accounting, allocations, and accounting review processes across the portfolio • Personally own day-to-day accounting operations for Clever Benefits, including accounts payable, accounts receivable, reconciliations, journal entries, month-end close, and financial reporting • Prepare and review financial statements and supporting schedules • Ensure financial reporting is accurate, timely, and increasingly aligned with GAAP • Review transaction coding, classifications, reconciliations, and journal entries • Establish and maintain accounting policies, documentation standards, and review procedures • Research and resolve accounting issues involving debt, equity, acquisitions, ownership transactions, stock-based compensation, and other non-routine activity • Retain accountability for accounting accuracy and financial reporting regardless of delegated execution • Own intercompany accounting, allocations, shared services charges, and related-party transactions • Maintain accounting consistency across multiple legal entities • Oversee accounting treatment for loans, advances, promissory notes, convertible instruments, equity issuances, and stock option plans • Own revenue recognition, deferred revenue accounting, commission liability accounting, and other complex accounting areas across the portfolio • Support accounting setup and integration of newly formed entities and incubation initiatives • Own the accounting structure, financial controls, and accounting processes for newly formed entities • Ensure balance sheet integrity and proper reconciliation of all significant accounts • Directly perform accounting activities for Clever Benefits while directing, reviewing, and overseeing accounting execution across other portfolio entities • Strengthen internal controls, approval workflows, and financial governance processes • Establish appropriate segregation of duties and accounting review procedures • Improve cash disbursement controls, spend management controls, fraud prevention processes, and payment authorization standards • Own payroll accounting review, payroll allocations, and payroll approval processes • Serve as primary accounting liaison to external CPA firms and tax advisors • Support annual tax filings, compliance projects, 409A valuations, R&D credit studies, and accounting-related diligence efforts • Maintain documentation and records necessary to support investor, lender, and transaction diligence • Ensure accounting practices can withstand the scrutiny of outside investors, lenders, and potential acquirers • Directly manage and develop the Accounting & Operations Manager • Establish accountability, priorities, and operating rhythms for the accounting function • Provide guidance on accounting treatment, close support activities, and process execution • Review and oversee accounting work performed throughout the portfolio • Delegate accounting projects and execution activities while maintaining ownership of accounting outcomes • Help define appropriate ownership between bookkeeping, accounting operations, business operations, and controllership responsibilities • Build a scalable accounting function capable of supporting continued growth across the portfolio

Role Description We are seeking a hands-on Controller to lead accounting operations, financial reporting, internal controls, and accounting compliance across our portfolio of companies. This role combines strategic controllership responsibilities with direct accounting ownership. - Personally own the accounting function for Clever Benefits, including day-to-day accounting operations, month-end close, financial reporting, and cash management. - Serve as the overall owner of accounting operations, accounting policy, financial reporting, and accounting controls across the broader portfolio. - Report directly to the Chief Financial Officer (CFO) and manage a small accounting team. - Work closely with company leadership, external accountants, legal counsel, banks, and operating teams across the portfolio. - This is a remote position; candidates near Phoenix, Arizona or Charleston, South Carolina are welcome to work from those locations. Qualifications - Bachelor's degree in Accounting or Finance. - 8+ years of progressive accounting experience. - Experience leading month-end and year-end close processes. - Strong knowledge of GAAP and financial reporting. - Experience managing accounting operations within a multi-entity organization. - Experience leading or mentoring accounting staff. - Audit Experience. Requirements - CPA license (preferred). - Experience in healthcare, insurance, SaaS, or venture-backed companies. - Experience with acquisitions, equity transactions, and complex accounting matters. - Experience implementing or improving accounting processes and internal controls. - Experience leveraging AI tools for productivity in finance/accounting function. Benefits - Competitive salary and equity opportunity. - Flexible work hours and remote-first environment. - Collaborative, entrepreneurial culture with significant ownership and autonomy. - Opportunity to help build and scale a growing portfolio of companies alongside experienced leadership. - Three weeks (15 business days) paid vacation time off. - Nine paid holidays. - Employer-paid health benefits for employee and family members.

Senior Full Stack Engineer Remote (U.S.) | Full-time | $130,000–$150,000 About Clever Benefits Clever Benefits is building the tech that makes healthcare feel less like a headache. We package telemedicine services into custom-branded mobile apps and build the CRMs that power day-to-day operations for our clients. Our tools support meaningful experiences for the people who rely on them, and we're scaling quickly to meet demand. We operate in a fast-paced, high-context environment with a lean engineering team that moves quickly and takes full ownership of its work. We care deeply about clarity, real-world impact, and building systems that scale. You won't find layers of red tape here, just a team of smart, mission-driven people solving hard problems together. The Role We're hiring a Senior Full Stack Engineer to help build and scale the high-impact products our clients rely on. This is a true full stack role offering opportunities to work across web, mobile, internal tooling, and infrastructure. You'll take ownership of projects end-to-end, contribute to technical decisions, and collaborate across the team to deliver robust, scalable solutions. In a lean team environment, you'll need to be comfortable identifying the right stakeholders, asking clarifying questions, and simplifying complex problems before diving into solutions. You'll work directly with leadership and clients to understand requirements, push back when needed, and make pragmatic technical decisions that balance speed with quality. As we phase out legacy systems, consolidate codebases, and move toward a service-based architecture, you'll help shape the future of our platform. Key Responsibilities - Take full ownership of features from scoping through delivery, including identifying stakeholders and gathering requirements - Design, build, and deliver scalable, maintainable features across web, mobile, internal tooling, and infrastructure - Ask the right questions early to reduce complexity and avoid over-engineering - Contribute to system design discussions and help uphold engineering standards for code quality, testing, and reliability - Participate in code reviews and collaborate with teammates to solve technical challenges - Communicate effectively with team members, leadership, and clients to deliver business outcomes - Take initiative to identify areas for improvement in codebases, processes, or tooling and help implement solutions

Senior Full Stack Engineer Remote (U.S.) | Full-time | $130,000–$150,000 About Clever Benefits Clever Benefits is building the tech that makes healthcare feel less like a headache. We package telemedicine services into custom-branded mobile apps and build the CRMs that power day-to-day operations for our clients. Our tools support meaningful experiences for the people who rely on them, and we're scaling quickly to meet demand. We operate in a fast-paced, high-context environment with a lean engineering team that moves quickly and takes full ownership of its work. We care deeply about clarity, real-world impact, and building systems that scale. You won't find layers of red tape here, just a team of smart, mission-driven people solving hard problems together. The Role We're hiring a Senior Full Stack Engineer to help build and scale the high-impact products our clients rely on. This is a true full stack role offering opportunities to work across web, mobile, internal tooling, and infrastructure. You'll take ownership of projects end-to-end, contribute to technical decisions, and collaborate across the team to deliver robust, scalable solutions. In a lean team environment, you'll need to be comfortable identifying the right stakeholders, asking clarifying questions, and simplifying complex problems before diving into solutions. You'll work directly with leadership and clients to understand requirements, push back when needed, and make pragmatic technical decisions that balance speed with quality. As we phase out legacy systems, consolidate codebases, and move toward a service-based architecture, you'll help shape the future of our platform. Key Responsibilities - Take full ownership of features from scoping through delivery, including identifying stakeholders and gathering requirements - Design, build, and deliver scalable, maintainable features across web, mobile, internal tooling, and infrastructure - Ask the right questions early to reduce complexity and avoid over-engineering - Contribute to system design discussions and help uphold engineering standards for code quality, testing, and reliability - Participate in code reviews and collaborate with teammates to solve technical challenges - Communicate effectively with team members, leadership, and clients to deliver business outcomes - Take initiative to identify areas for improvement in codebases, processes, or tooling and help implement solutions

Senior Full Stack Engineer Remote (U.S.) | Full-time | $130,000–$150,000 About Clever Benefits Clever Benefits is building the tech that makes healthcare feel less like a headache. We package telemedicine services into custom-branded mobile apps and build the CRMs that power day-to-day operations for our clients. Our tools support meaningful experiences for the people who rely on them, and we're scaling quickly to meet demand. We operate in a fast-paced, high-context environment with a lean engineering team that moves quickly and takes full ownership of its work. We care deeply about clarity, real-world impact, and building systems that scale. You won't find layers of red tape here, just a team of smart, mission-driven people solving hard problems together. The Role We're hiring a Senior Full Stack Engineer to help build and scale the high-impact products our clients rely on. This is a true full stack role offering opportunities to work across web, mobile, internal tooling, and infrastructure. You'll take ownership of projects end-to-end, contribute to technical decisions, and collaborate across the team to deliver robust, scalable solutions. In a lean team environment, you'll need to be comfortable identifying the right stakeholders, asking clarifying questions, and simplifying complex problems before diving into solutions. You'll work directly with leadership and clients to understand requirements, push back when needed, and make pragmatic technical decisions that balance speed with quality. As we phase out legacy systems, consolidate codebases, and move toward a service-based architecture, you'll help shape the future of our platform. Key Responsibilities - Take full ownership of features from scoping through delivery, including identifying stakeholders and gathering requirements - Design, build, and deliver scalable, maintainable features across web, mobile, internal tooling, and infrastructure - Ask the right questions early to reduce complexity and avoid over-engineering - Contribute to system design discussions and help uphold engineering standards for code quality, testing, and reliability - Participate in code reviews and collaborate with teammates to solve technical challenges - Communicate effectively with team members, leadership, and clients to deliver business outcomes - Take initiative to identify areas for improvement in codebases, processes, or tooling and help implement solutions

Senior Full Stack Engineer Remote (U.S.) | Full-time | $130,000–$150,000 About Clever Benefits Clever Benefits is building the tech that makes healthcare feel less like a headache. We package telemedicine services into custom-branded mobile apps and build the CRMs that power day-to-day operations for our clients. Our tools support meaningful experiences for the people who rely on them, and we're scaling quickly to meet demand. We operate in a fast-paced, high-context environment with a lean engineering team that moves quickly and takes full ownership of its work. We care deeply about clarity, real-world impact, and building systems that scale. You won't find layers of red tape here, just a team of smart, mission-driven people solving hard problems together. The Role We're hiring a Senior Full Stack Engineer to help build and scale the high-impact products our clients rely on. This is a true full stack role offering opportunities to work across web, mobile, internal tooling, and infrastructure. You'll take ownership of projects end-to-end, contribute to technical decisions, and collaborate across the team to deliver robust, scalable solutions. In a lean team environment, you'll need to be comfortable identifying the right stakeholders, asking clarifying questions, and simplifying complex problems before diving into solutions. You'll work directly with leadership and clients to understand requirements, push back when needed, and make pragmatic technical decisions that balance speed with quality. As we phase out legacy systems, consolidate codebases, and move toward a service-based architecture, you'll help shape the future of our platform. Key Responsibilities - Take full ownership of features from scoping through delivery, including identifying stakeholders and gathering requirements - Design, build, and deliver scalable, maintainable features across web, mobile, internal tooling, and infrastructure - Ask the right questions early to reduce complexity and avoid over-engineering - Contribute to system design discussions and help uphold engineering standards for code quality, testing, and reliability - Participate in code reviews and collaborate with teammates to solve technical challenges - Communicate effectively with team members, leadership, and clients to deliver business outcomes - Take initiative to identify areas for improvement in codebases, processes, or tooling and help implement solutions

Senior Full Stack Engineer Remote (U.S.) | Full-time | $130,000–$150,000 About Clever Benefits Clever Benefits is building the tech that makes healthcare feel less like a headache. We package telemedicine services into custom-branded mobile apps and build the CRMs that power day-to-day operations for our clients. Our tools support meaningful experiences for the people who rely on them, and we're scaling quickly to meet demand. We operate in a fast-paced, high-context environment with a lean engineering team that moves quickly and takes full ownership of its work. We care deeply about clarity, real-world impact, and building systems that scale. You won't find layers of red tape here, just a team of smart, mission-driven people solving hard problems together. The Role We're hiring a Senior Full Stack Engineer to help build and scale the high-impact products our clients rely on. This is a true full stack role offering opportunities to work across web, mobile, internal tooling, and infrastructure. You'll take ownership of projects end-to-end, contribute to technical decisions, and collaborate across the team to deliver robust, scalable solutions. In a lean team environment, you'll need to be comfortable identifying the right stakeholders, asking clarifying questions, and simplifying complex problems before diving into solutions. You'll work directly with leadership and clients to understand requirements, push back when needed, and make pragmatic technical decisions that balance speed with quality. As we phase out legacy systems, consolidate codebases, and move toward a service-based architecture, you'll help shape the future of our platform. Key Responsibilities - Take full ownership of features from scoping through delivery, including identifying stakeholders and gathering requirements - Design, build, and deliver scalable, maintainable features across web, mobile, internal tooling, and infrastructure - Ask the right questions early to reduce complexity and avoid over-engineering - Contribute to system design discussions and help uphold engineering standards for code quality, testing, and reliability - Participate in code reviews and collaborate with teammates to solve technical challenges - Communicate effectively with team members, leadership, and clients to deliver business outcomes - Take initiative to identify areas for improvement in codebases, processes, or tooling and help implement solutions

Senior Full Stack Engineer Remote (U.S.) | Full-time | $130,000–$150,000 About Clever Benefits Clever Benefits is building the tech that makes healthcare feel less like a headache. We package telemedicine services into custom-branded mobile apps and build the CRMs that power day-to-day operations for our clients. Our tools support meaningful experiences for the people who rely on them, and we're scaling quickly to meet demand. We operate in a fast-paced, high-context environment with a lean engineering team that moves quickly and takes full ownership of its work. We care deeply about clarity, real-world impact, and building systems that scale. You won't find layers of red tape here, just a team of smart, mission-driven people solving hard problems together. The Role We're hiring a Senior Full Stack Engineer to help build and scale the high-impact products our clients rely on. This is a true full stack role offering opportunities to work across web, mobile, internal tooling, and infrastructure. You'll take ownership of projects end-to-end, contribute to technical decisions, and collaborate across the team to deliver robust, scalable solutions. In a lean team environment, you'll need to be comfortable identifying the right stakeholders, asking clarifying questions, and simplifying complex problems before diving into solutions. You'll work directly with leadership and clients to understand requirements, push back when needed, and make pragmatic technical decisions that balance speed with quality. As we phase out legacy systems, consolidate codebases, and move toward a service-based architecture, you'll help shape the future of our platform. Key Responsibilities - Take full ownership of features from scoping through delivery, including identifying stakeholders and gathering requirements - Design, build, and deliver scalable, maintainable features across web, mobile, internal tooling, and infrastructure - Ask the right questions early to reduce complexity and avoid over-engineering - Contribute to system design discussions and help uphold engineering standards for code quality, testing, and reliability - Participate in code reviews and collaborate with teammates to solve technical challenges - Communicate effectively with team members, leadership, and clients to deliver business outcomes - Take initiative to identify areas for improvement in codebases, processes, or tooling and help implement solutions