Credible

• Define what an AI-native Credible looks like with executives and department leads, and drive the roadmap to achieve that vision. • Shape how Credible builds products and runs core business processes by staying current on AI trends, evaluating new tools, and implementing the most impactful AI-powered features into our product and operations. • Partner with Engineering and Product teams as the subject matter expert to identify opportunities for AI-driven efficiency and automation, integrate the right tools into their workflows, and codify best practices across the organization. • Build and maintain internal documentation, tutorials, and training materials to support AI tool adoption. • Implement tooling, monitor adoption rates, and measure the effectiveness of AI tooling across the company.

• Oversee the financial close and reporting process, ensuring timely and accurate GAAP-compliant financial statements and management reports. • Lead the preparation and review of monthly, quarterly, and annual reports, including variance analyses and key performance metrics. • Review and approve journal entries, account reconciliations, and supporting documentation to ensure accuracy and compliance with company policies and controls. • Continuously evaluate and enhance accounting operations, strengthen internal controls, and ensure adherence to compliance standards. • Implement new technical accounting standards and maintain appropriate documentation of accounting positions and policies. • Prepare and review audit schedules, coordinate with external auditors, and respond to audit inquiries promptly. • Oversee timely completion of statutory and regulatory filings, including tax returns, financial reporting packages, and other compliance submissions. • Partner with FP&A to align management reporting with external financial results, ensuring consistency and transparency. • Manage or support ad hoc projects such as system implementations, process automation initiatives, and special financial analyses.

Financial Institutions Partnerships Manager Remote, United States Who is Credible? Credible is a leading U.S. consumer finance marketplace, transforming the way consumers access and compare financial products. We operate at a consumer and enterprise level. On the consumer side, we help millions of people make smarter financial decisions by comparing personalized, pre-qualified offers across student loans, personal loans, mortgages, credit cards, and insurance — all without impacting their credit score. On the enterprise side, we power financial product comparison and distribution through deep integrations and partnerships with lenders, insurance carriers, and financial institutions, as well as providing marketplace technology and capabilities to third-party partners and distribution channels. About the Role: Credible is looking for a self-motivated and analytical Financial Institution Partnership Manager to join our growing team. In this high-visibility role, this person will build and manage partnerships with Financial Institutions (Banks, Lenders, Credit Card Issuers, etc.). Establishing relationships with C-level executives through to those on the ground floor, you will be committed to transforming Credible’s business.  In addition, you will assist with the development and execution of growth strategies to help expand the partnership network who promote Credible’s platform to their users.  The ideal candidate will be in tune with the key players of our industry and have a passion for the financial technology space. Through grit and humility, you bring strong quantitative skills, strategic thinking and sound business judgment, along with the ability to think about what is -- and what could be. Key Responsibilities: - Actively seek out new sales opportunities with executive level contacts at large financial institutions - Negotiate and close complex and long term contracts with financial institutions - Be the main point of contact throughout the sales cycle and onboarding of a new partner - Effectively pitch the Credible product and its benefits to prospective partners via live demos and presentations - Collaboratively work with Product, Engineering, Marketing and Legal & Compliance to deliver the best solution based on the partner’s and Credible’s needs - Managing strategic relationships, having a diplomatic approach to negotiation, and strong project management skills. - Business strategy and market development expertise with deep analytical and business modeling skills - Deep understanding of the competitive landscape in both enterprise and consumer technology - Driving key business development initiatives from creation to implementation - Expertise in structuring, negotiating, and managing complex deals - Source and onboard new strategic partners through both inbound requests and outbound sourcing. Education and Experience: - 2-5 years of experience at a management consulting firm, technology-focused investment bank, private-equity or growth investment firm, or relevant operating experience in Fintech or Consumer Internet - BS degree in Math, Economics, Statistics, Engineering, Computer Science, or related quantitative discipline - Excellent communication skills - written, verbally, and with PowerPoint - Key interpersonal traits: motivation, creativity, adaptability, unquestionable ethics & integrity, and a willingness to take calculated risks - Experience with Financial and Data Modeling - Experience with Consumer Lending or FinTech a plus - Travel required on a quarterly basis Credible is open to hiring candidates in the following locations: Arizona, California, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas Pursuant to state and local pay disclosure requirements, the pay ranges for this role, with final offer amount dependent on education, skills, experience, and location, are listed below. This role is also eligible for an annual discretionary bonus, various benefits, including medical/dental/vision, insurance, a 401(k) plan, paid time off, and other benefits in accordance with applicable plan documents. For high cost of labor markets such as but not limited to New York City and San Francisco: $114,000—$152,000 USD For all other US locations: $99,000—$132,000 USD Why work at Credible? We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance. We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world.

• Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email • Complete outbound calling campaigns to help clients move forward with their loan request • Identify client needs and help clients use specific site features • Identify trends impacting agent and client experience and communicate issues to Client Success Management • Have the opportunity to share your thoughts, opinions, and insights with leadership • Assist other team members with questions/issues they may have through internal team communication • Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor

• Assist customers at all stages of the policy lifecycle (endorsements, renewals, cancellations, reinstatements, underwriting requirements) • Identify and remarket policies to support retention to meet stated company goals • Communicate complex carrier information clearly and empathetically to customers • Present actionable options to customers when underwriting issues arise to help preserve coverage • Collaborating with cross-functional departments including identifying and reporting product bugs to the appropriate stakeholders • Work cross-functionally with sales agents, carriers, loan officers, and third parties to ensure timely resolution of policy updates • Manage refinance-related policy updates and documentation with urgency and accuracy • Monitor daily policy activity (ie cancellations and non-renewals) while independently troubleshooting servicing challenges across 35+ carrier systems • Maintain data accuracy across internal systems and carrier platforms • Contribute to process improvements as we scale and expand product offerings • Notate interactions from calls, chats, emails and internal messages across multiple systems following company formatting protocol

Insurance Agent Remote, United States Who is Credible? We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance. We’re challenging the status quo by giving power to the consumer. We believe in a world where ‘ethical’, ‘lending’, and ‘insurance’ can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible. We believe researching and buying loans or insurance shouldn’t be confusing or complex, so we’ve focused on simplicity. Credible is open to hiring candidates in the following locations: Arizona, Connecticut, Kansas, New Jersey, New York, North Carolina, Florida About the Role: This role is designed for Property & Casualty agents who are already comfortable with insurance risk, underwriting considerations, and coverage structure and are looking to apply that knowledge in a high-volume, modern, digital environment. While this is not an entry-level role, we welcome agents who have built a strong foundation in P&C insurance through agency, brokerage, or insurtech experience. Training is focused on our systems, workflows, and performance expectations—not on core insurance fundamentals. Key Responsibilities - Review client-submitted online applications to assess risk and coverage needs - Advise customers on appropriate property and casualty coverage, limits, and endorsements - Present and explain quotes from multiple carriers clearly and confidently - Guide customers through binding and checkout with accuracy and efficiency - Deliver a polished, customer-centric experience, including for referral and partner-driven clients - Manage a high-volume pipeline in a performance-driven environment - Work closely with internal teams and carrier partners to resolve underwriting or eligibility issues - Maintain accurate documentation and follow-up using CRM and internal tools Qualifications - Active Property & Casualty license (required) - Proven P&C insurance sales experience (personal lines required) - Strong understanding of homeowners and/or auto insurance, underwriting considerations, and coverage structures - Experience working with multiple carriers and varying underwriting appetites - Ability to communicate complex insurance concepts clearly and professionally - Comfort operating in a digital-first, metrics-driven, high-volume environment - Strong time management, organization, and self-direction in a remote role - Broker or marketplace experience strongly preferred Why Join Us - Nationwide footprint with broad carrier access - Established digital infrastructure—no cold calling - Exposure to professional and high-quality referral partners - A role built for agents who value efficiency, scale, and expertise Credible is open to hiring candidates in the following locations: Arizona, Connecticut, Kansas, New Jersey, New York, North Carolina, Florida

Who is Credible? We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance. We’re challenging the status quo by giving power to the consumer. We believe in a world where ‘ethical’, ‘lending’, and ‘insurance’ can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible. We believe researching and buying loans or insurance shouldn’t be confusing or complex, so we’ve focused on simplicity. Credible is open to hiring candidates in the following locations: Arizona, Connecticut, Kansas, New Jersey, New York, North Carolina, Florida About the Role: This role is designed for Property & Casualty agents who are already comfortable with insurance risk, underwriting considerations, and coverage structure and are looking to apply that knowledge in a high-volume, modern, digital environment. While this is not an entry-level role, we welcome agents who have built a strong foundation in P&C insurance through agency, brokerage, or insurtech experience. Training is focused on our systems, workflows, and performance expectations—not on core insurance fundamentals. Key Responsibilities - Review client-submitted online applications to assess risk and coverage needs - Advise customers on appropriate property and casualty coverage, limits, and endorsements - Present and explain quotes from multiple carriers clearly and confidently - Guide customers through binding and checkout with accuracy and efficiency - Deliver a polished, customer-centric experience, including for referral and partner-driven clients - Manage a high-volume pipeline in a performance-driven environment - Work closely with internal teams and carrier partners to resolve underwriting or eligibility issues - Maintain accurate documentation and follow-up using CRM and internal tools Qualifications - Active Property & Casualty license (required) - Proven P&C insurance sales experience (personal lines required) - Strong understanding of homeowners and/or auto insurance, underwriting considerations, and coverage structures - Experience working with multiple carriers and varying underwriting appetites - Ability to communicate complex insurance concepts clearly and professionally - Comfort operating in a digital-first, metrics-driven, high-volume environment - Strong time management, organization, and self-direction in a remote role - Broker or marketplace experience strongly preferred Why Join Us - Nationwide footprint with broad carrier access - Established digital infrastructure—no cold calling - Exposure to professional and high-quality referral partners - A role built for agents who value efficiency, scale, and expertise Credible is open to hiring candidates in the following locations: Arizona, Connecticut, Kansas, New Jersey, New York, North Carolina, Florida Why work at Credible? We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance. We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.

• Review client-submitted online applications to assess risk and coverage needs • Advise customers on appropriate property and casualty coverage, limits, and endorsements • Present and explain quotes from multiple carriers clearly and confidently • Guide customers through binding and checkout with accuracy and efficiency • Deliver a polished, customer-centric experience, including for referral and partner-driven clients • Manage a high-volume pipeline in a performance-driven environment • Work closely with internal teams and carrier partners to resolve underwriting or eligibility issues • Maintain accurate documentation and follow-up using CRM and internal tools

• Own and execute important aspects of the roadmap for building a best-in-class operations experience, positioning Credible as a highly efficient and scalable financial marketplace • Work with our operations team to systematically identify and prioritize opportunities to improve operational efficiency through development of internal tools and technology • Balance delivering short-term improvements to existing tools with driving the development of long-term revenue generating priorities • Focus on workflow and backend improvements to increase operational efficiency and drive conversion • Collaborate with our cross-vertical Product Management team to ensure rigorous systems design and balance UX with operations and systems needs • Work with our lending partners to continuously optimize our marketplace integrations according to their needs • Translate technical requirements from engineers or 3rd party APIs into digestible product workflows that can be leveraged during the design process • Develop testing strategies and think through edge case scenarios for all features

Who is Credible? We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance. We’re challenging the status quo by giving power to the consumer. We believe in a world where ‘ethical’, ‘lending’, and ‘insurance’ can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible. We believe researching and buying loans or insurance shouldn’t be confusing or complex, so we’ve focused on simplicity. About the role Credible is looking for a user-centric, data-driven, results-oriented Product Operations Manager to join our team to help us build a best-in-class operations experience for our organization. This is a great opportunity for you to join a growth-stage company and play a critical role in scaling our marketplace. Please note this is a temporary position. Essential Duties and Responsibilities: - Own and execute important aspects of the roadmap for building a best-in-class operations experience, positioning Credible as a highly efficient and scalable financial marketplace - Work with our operations team to systematically identify and prioritize opportunities to improve operational efficiency through development of internal tools and technology - Balance delivering short-term improvements to existing tools with driving the development of long-term revenue generating priorities - Focus on workflow and backend improvements to increase operational efficiency and drive conversion - Collaborate with our cross-vertical Product Management team to ensure rigorous systems design and balance UX with operations and systems needs - Work with our lending partners to continuously optimize our marketplace integrations according to their needs - Translate technical requirements from engineers or 3rd party APIs into digestible product workflows that can be leveraged during the design process - Develop testing strategies and think through edge case scenarios for all features What you will bring to the position: - Exceptional problem solving and communication skills - Strong project management skills, and ability to own a roadmap end-to-end - Ability to use research, data, experience, and product instincts to identify the most impactful areas - Ability to understand how elements of complex systems interact and work collaboratively with engineers to evaluate cost/benefit tradeoffs of different approaches Education and/or Experience: - 4+ years of experience in Product Management or Product Operations working on consumer Internet or SaaS products, with a focus on internal or external customer experience - Bachelor's or Master's Degree - Experience with at least one of the following: - Loan origination software - Insurance technology - Developing tools to manage complex customer or operational workflows - Experience working closely with product designers, managers and/or technical teams, such as software engineers, from concept through to execution - Experience working with internal stakeholders such as customer support and operations teams is ideal Nice to have: - Passion for creating exceptional user experiences that address real user needs - Strong problem solving skills with an ability to simplify the complex - Love optimizing workflows and processes; constantly looking for better ways to do things - Thrive on collaboration with other teams to accomplish shared goals - Resourceful and mindful; you move fast but don't break things - Possess a build-measure-learn iterative mindset Credible is open to hiring candidates in the following locations: Arizona, California, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas Pursuant to state and local pay disclosure requirements, the pay ranges for this role, with final offer amount dependent on education, skills, experience, and location, are listed below. This role is also eligible for an annual discretionary bonus, various benefits, including medical/dental/vision, insurance, a 401(k) plan, paid time off, and other benefits in accordance with applicable plan documents. View more details about Credible Benefits For high cost of labor markets such as but not limited to New York City and San Francisco: $50—$50 USD For all other US locations: $50—$50 USD Why work at Credible? We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance. We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.