WorkMoney

• Serve as a central operational partner responsible for the systems, processes, communications, and administrative operations that support WorkMoney, Inc.’s organizational effectiveness. • Support the development, implementation, and continuous improvement of operational processes, internal communications, technology administration, and organizational operations. • Coordinate and facilitate organizational governance and operational meetings, such as People Manager and All Staff meetings. • Provide administrative and operational support for labor-management activities. • Establish high-quality participant experiences during organizational meetings. • Create and maintain documentation regarding administrative systems, policies, procedures, processes, and organizational resources. • Own recurring internal communication channels and processes. • Manage and continuously improve the organization's intranet • Serve as a liaison for designated vendors, including IT. • Oversee organization-wide records and documentation practices. • Support planning and execution of organizational events, retreats, and convenings.

Associate, Campaign Engagement Location: United States, Remote Job Description: Description Description Title: Associate, Campaign Engagement Organization: WorkMoney, Inc. Reporting to: Director, Digital Engagement Location: United States / Remote, <10% travel Term: Temporary, Full-Time, Exempt, requires U.S. work authorization Compensation: This is a union position subject to a Collective Bargaining Agreement with IBEW Local 89. The salary for this role is $85,000 annually. About WorkMoney, Inc. At , we are dedicated to enhancing the financial well-being of hard working Americans. Founded on the belief of the American dream, we strive to provide our members with the tools, resources, and support they need to navigate their financial journeys with confidence. We don't stop at individual support. At WorkMoney, we believe in systemic change and actively advocate for policies that promote economic fairness and opportunity. By amplifying the voices of our members and partnering with policymakers, we strive to create a more just and equitable economic landscape. We believe that financial stability should be accessible for everyone and we're here to make that a reality. By offering financial tools and resources, fostering a supportive environment and championing policy changes, we empower our members to take control of their finances and build a more secure future. Join us at WorkMoney, Inc. and become part of a movement dedicated to making sure all Americans can afford to live a good life. About The Associate, Campaign Engagement Position The Associate, Campaign Engagement plays a key role in supporting WorkMoney, Inc.&rsquo;s digital engagement work with members and communities across the country. Reporting to the Director, Digital Engagement, this position focuses on scoping campaign messaging opportunities across diverse audiences, drafting and sending digital engagement content, ensuring quality and accuracy in builds, and analyzing performance to strengthen campaign effectiveness and impact at scale. This is a time-limited, project-based role, with an expected duration of approximately six months, subject to program needs. Key Responsibilities: - Draft and refine messaging tailored to diverse audiences across regions and markets, aligned with organizational priorities and campaign goals - Build, schedule, send, and QA digital messages across peer-to-peer (P2P), SMS and email platforms - Ensure all communications are accurate, timely, and aligned with organizational guidance and engagement goals - Manage back-end execution in engagement platforms, including audience assignments, uploads, scheduling, and reporting configurations - Monitor ongoing message performance, identifying trends and anomalies to inform adjustments - Track and analyze key performance metrics across campaigns - Produce regular reports summarizing results, response trends, and key insights - Surface member insights from message responses to improve tone, clarity, and resonance - Partner with colleagues across the organization to ensure message content and targeting strategies are cohesive and accurate - Contribute to internal documentation of messaging activities, results, and lessons learned - Participate in team forums to share insights and align on engagement strategies Requirements Must haves: - 1-3 years of experience in digital engagement, communications, campaign operations, or related field - Hands-on experience executing digital campaigns across SMS or peer-to-peer (P2P) platforms (e.g., Strive Hustle, ThruText, or similar) - Experience supporting multi-channel campaigns within a single program or organization - Experience executing structured workflows, including building, scheduling, and QA&rsquo;ing digital campaigns across tools or platforms - High attention to detail and operational rigor, with a track record of producing accurate, high-quality work under tight deadlines - Strong organizational and multitasking skills, with the ability to manage multiple priorities in a dynamic environment - Familiarity with audience segmentation, targeting, or list management within engagement platforms - Ability to interpret performance data (e.g., delivery rates, response rates, engagement metrics) and apply insights to improve message outcomes - Strong written, verbal, and interpersonal communication skills, with an understanding of audience-centered messaging - Demonstrated ability working collaboratively in cross-functional teams, using tools such as Google Workspace and Slack - Alignment with WorkMoney, Inc.&rsquo;s mission and a to member-first engagement Nice to haves: - Experience working in high-volume, campaign-style or rapid-response environments - Familiarity with A/B testing, performance dashboards, or basic analytics tools used to evaluate campaign effectiveness - Comfort interpreting qualitative member feedback alongside quantitative performance data to inform messaging Benefits At WorkMoney, Inc., we're proud to offer a robust benefits package designed to support your overall well-being. In addition to competitive salaries, we invest in your success and create a work environment that's as dynamic and rewarding as the work we do! We fully cover the premiums for medical, dental, and vision insurance, our retirement plan includes up to a 6% employer match and we contribute toward your student debt repayment. Additional benefits for this role include generous paid time off options, stipends for remote work expenses and cell/internet data usage, and a monthly auto allowance. This is a union position subject to a Collective Bargaining Agreement with IBEW Local 89 and the annual salary is $85,000. As part of our commitment to pay transparency and equity in our organization, the starting salary for this position is not negotiable. Why join our team? In our vibrant and ever-evolving work environment, we embrace change and pivot quickly when necessary. Our team is deeply mission-driven, combining hard work with ingenuity and a fearless approach to overcoming complex challenges. Teamwork is integral to our culture, and we readily jump in to support each other, celebrating achievements and learning from our experiences. At the heart of it all, we are passionate about the innovative projects we undertake, collaborating with exceptional people, and are having a great time along the way. WorkMoney, Inc. believes that embracing diversity enriches our workplace and enhances our ability to achieve our mission and serve our members. We are an equal opportunity employer and welcome applications from all qualified individuals, regardless of age, race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability or veteran status. We are committed to maintaining an inclusive and accessible environment and provide reasonable accommodations for individuals with disabilities throughout the recruitment and employment process.

Title: Executive Lead, Innovation & Strategy Location: United States Job Description: Description Title: Executive Lead, Innovation & Strategy Organization: WorkMoney, Inc. Reporting to: Chief of Staff Location: United States / Remote, <10% travel Term: Permanent, Full-Time, Exempt, requires U.S. work authorization Compensation: $260,000.00 - $300,000.00 Annually Deadline: Applications will be considered on a rolling basis About WorkMoney, Inc. At WorkMoney.org, we are dedicated to enhancing the financial well-being of hard working Americans. Founded on the belief of the American dream, we strive to provide our members with the tools, resources, and support they need to navigate their financial journeys with confidence. We don't stop at individual support. At WorkMoney, we believe in systemic change and actively advocate for policies that promote economic fairness and opportunity. By amplifying the voices of our members and partnering with policymakers, we strive to create a more just and equitable economic landscape. We believe that financial stability should be accessible for everyone and we're here to make that a reality. By offering financial tools and resources, fostering a supportive environment and championing policy changes, we empower our members to take control of their finances and build a more secure future. Join us at WorkMoney, Inc. and become part of a movement dedicated to making sure all Americans can afford to live a good life. About the Executive Lead, Innovation & Strategy position The Executive Lead for Innovation & Strategy is a senior leadership position within the Office of the CEO responsible for helping align and steward WorkMoney&rsquo;s priority programs and policy initiatives across its multiple entities. This leader partners across teams and leadership to coordinate program design, delivery, evaluation, policy engagement, and strategic planning, serving as a key driver of programmatic impact and organizational priorities. Through a combination of strategic insight, systems thinking, relationship management, and execution leadership, the Senior Advisor helps guide high-priority initiatives, navigate organizational complexity, and strengthen alignment across WorkMoney&rsquo;s broader ecosystem. This role reports to the Chief of Staff and works in close coordination with the Chief Executive Officer, other Executive Leads, the Executive Director, and WorkMoney&rsquo;s executive leadership teams. - Lead and collaborate within the Office of the CEO and across WorkMoney entities on strategic planning for programming and priority initiatives requiring cross-functional program engagement, including member engagement, financial empowerment, and advocacy initiatives. - Partner closely with the CEO, Executive Director, Chief of Staff, and executive leadership teams to shape and advance WorkMoney&rsquo;s programmatic and policy priorities across entities. - Help design and strengthen organizational approaches to program development, delivery, evaluation, and strategic learning to ensure initiatives are scalable, mission-centered, and impactful. - Translate strategic priorities into actionable plans, accountability structures, decision points, and measurable outcomes across enterprise-level initiatives. - Provide strategic guidance and thought partnership to programmatic and policy leaders as they navigate complexity, competing priorities, and organizational growth. - Build and maintain strong relationships across WorkMoney entities, serving as a connector across programs, policy, advocacy, communications, and external partnerships. - Represent WorkMoney&rsquo;s programmatic vision and strategic priorities with external stakeholders, including partners, funders, advisors, and peer organizations, as appropriate. - Support executive leadership in identifying emerging opportunities, risks, and challenges related to programmatic growth, policy engagement, and member impact. - Track and communicate program outcomes, member impact metrics, and the overall health of strategic initiatives. Requirements Must haves - 10+ years of progressively senior experience in program development, public policy, advocacy, strategy, or related fields. - Extensive experience partnering closely with executive leaders, senior stakeholders, and boards on high-priority initiatives spanning multiple organizational entities. - Proven success designing, scaling, and coordinating complex, multi-audience programs, ideally within consumer-facing, advocacy, membership, or financial services environments. - Experience engaging in federal, state, or local policy processes, with the ability to translate strategic goals into actionable programming and organizational priorities. - Demonstrated ability to lead and develop teams while driving accountability and achieving organizational goals. - Strong strategic thinking and analytical skills, with the ability to move fluidly between program design, policy advocacy, operational execution, and data-informed decision-making. - Excellent written and verbal communication skills, including the ability to influence senior stakeholders, navigate cross-functional environments, and translate complex ideas into clear action. - Collaborative working style with strong relationship-building skills and the ability to operate effectively within a matrixed organization. - Sound judgment, discretion, and the ability to navigate sensitive or high-stakes situations with integrity and confidentiality. Nice to haves - Prior experience in mission-driven, advocacy, social impact, or membership-oriented organizations. Benefits At WorkMoney, Inc., we're proud to offer a robust benefits package designed to support your overall well-being and professional growth. In addition to competitive salaries, we invest in your success and create a work environment that's as dynamic and rewarding as the work we do! We fully cover the premiums for medical, dental, and vision insurance, our retirement plan includes up to a 6% employer match and we contribute toward your student debt repayment. You'll enjoy five weeks of paid vacation each year, alongside generous paid family and medical leaves. To further enhance your work experience, we offer stipends for remote work expenses, professional development, health & wellness, and cell/internet data usage. The starting salary for this role is $260,000.00 - $300,000.00 annually and as part of our commitment to pay transparency and equity in our organization, the salary for this position is not negotiable. Why join our team? In our vibrant and ever-evolving work environment, we embrace change and pivot quickly when necessary. Our team is deeply mission-driven, combining hard work with ingenuity and a fearless approach to overcoming complex challenges. Teamwork is integral to our culture, and we readily jump in to support each other, celebrating achievements and learning from our experiences. At the heart of it all, we are passionate about the innovative projects we undertake, collaborating with exceptional people, and are having a great time along the way. WorkMoney, Inc. believes that embracing diversity enriches our workplace and enhances our ability to achieve our mission and serve our members. We are an equal opportunity employer and welcome applications from all qualified individuals, regardless of age, race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability or veteran status.

• Support Organization-Wide Impact Measurement: Contribute to the implementation and ongoing refinement of impact measurement approaches across communication and programmatic channels to assess effectiveness, support decision-making, and inform team-level priorities. • Deliver Insights: Analyze and synthesize complex data into clear, actionable insights and communicate findings to stakeholders across the organization to support mission-aligned outcomes. • Manage Data and Analytics Projects: In close partnership with stakeholders, organize, sequence, and manage cross-functional analytics initiatives, ensuring alignment with established goals, timelines, and technical standards. • Team Execution and Priorities: Partner with the Analytics team to support execution of team priorities, contribute to project planning, and help maintain high standards of quality and consistency. • Data Guidance: Provide guidance on data interpretation, design, reporting, and analytical best practices to empower staff across the organization to make informed, data-driven decisions. • Knowledge Gaps: Support needs assessments and identification of gaps in available data, and contribute to efforts to improve data collection, tracking, integration, acquisition, and accessibility.

• Streamline internal processes for data requests, data sharing, and reporting • Help to manage and improve existing reporting and self-service data capabilities • Provide data outputs that help internal teams understand program impacts • Collaborate with stakeholders to identify key data insights and ensure data quality • Provide timely ticket response to ad hoc data requests • Create new and maintain existing analytics dashboards to track key metrics • Establish cross-departmental relationships grounded in trust • Act as a data resource across departments and help with data interpretation • Align programmatic needs and data infrastructure • Collaborate to improve data processes and increase efficiency

• Manage WorkMoney, Inc’s civic engagement multi-channel programs, including phones and other outreach channels • Support the translation of campaign priorities into clear, executable plans, ensuring outreach is organized, accurate, and delivered on time • Build, deploy, manage, and optimize outreach campaigns primarily through direct phone outreach, maintaining quality, consistency, and alignment with campaign objectives • Support vendor-led program execution by coordinating inputs, tracking deliverables, and maintaining visibility into timelines and progress • Adjust execution plans and outreach schedules in response to shifting campaign priorities, ensuring programs remain on track to meet timelines and performance goals • Support audience targeting and list execution, ensuring outreach is delivered appropriately to audiences • Monitor performance against defined goals, identifying gaps or risks and identify opportunities for improvement • Prepare and present regular reporting on campaign performance, including progress, challenges, and outcomes • Ensure quality control across outreach programs, including accuracy, targeting integrity, and execution standards • Coordinate with cross-functional partners (e.g., data, creative, operations) to ensure campaigns are executed effectively and dependencies are managed • Maintain workflows, trackers, and documentation to support consistent and scalable execution • Proactively communicate updates, risks, and needs, ensuring alignment and continuity across workstreams • Support the preparation and distribution of program materials, including scripts, guidance, and updates for outreach execution

Title: Community Engagement Associate Location Charlotte, North Carolina, United States Hybrid Organization: WorkMoney, Inc. Reporting to: State Director Location: United States / Collar Charlotte Area, >75% travel Term: Temporary, Full-Time, Exempt, requires U.S. work authorization Compensation: This is a union position subject to a Collective Bargaining Agreement with IBEW Local 89. The salary for this role is $85,000 annually. About WorkMoney, Inc. At , we are dedicated to enhancing the financial well-being of hard working Americans. Founded on the belief of the American dream, we strive to provide our members with the tools, resources, and support they need to navigate their financial journeys with confidence. We don't stop at individual support. At WorkMoney, we believe in systemic change and actively advocate for policies that promote economic fairness and opportunity. By amplifying the voices of our members and partnering with policymakers, we strive to create a more just and equitable economic landscape. We believe that financial stability should be accessible for everyone and we're here to make that a reality. By offering financial tools and resources, fostering a supportive environment and championing policy changes, we empower our members to take control of their finances and build a more secure future. Join us at WorkMoney, Inc. and become part of a movement dedicated to economic empowerment, financial security, and advocacy for all. About the Community Engagement Associate position At WorkMoney, Inc., we believe every American should have access to a good life. To do, so we meet people where they are - ideologically and physically. The Community Engagement Associate is a field-based ambassador and the first, familiar face of WorkMoney in the key collar area of Charlotte. This role grows WorkMoney&rsquo;s footprint across the collar area of Charlotte area by turning community touchpoints into measurable outcomes. This position is a hands-on, field-heavy role with frequent local travel and evenings/weekends and is a time-limited, project-based role, with an expected duration of approximately six months, subject to program needs. Key Responsibilities - Staff the WorkMoney booth/space at community events, introducing residents to WorkMoney and the MoneyFinder and secure membership opt-ins - Deliver a consistent WorkMoney brand experience by modeling inclusive, culturally aware outreach in every interaction with community members - Identify and propose opportunities for WorkMoney to connect to the community in authentic and culturally relevant ways - Identify high-potential members who can develop into organizational ambassadors in their community and participate in WorkMoney events - Capture the economically related topics animating North Carolina residents that have potential for issue-based campaigns - Engage members in 1:1 channels online and offline to bring their voices to bear on a range of issues related to economic well-being - Report quantitative and qualitative metrics, ensuring timely and accurate data entry and reporting - Assist with the execution of events as directed - Attend weekly scheduled calls, meetings, and trainings Requirements Must Haves - Prior experience in a similar role, including member services, volunteer coordinator, brand ambassador, or community organizing - Able to work a flexible schedule, including evenings and weekends for events - Reliable and regular access to transportation/motor vehicle - Excellent communication and interpersonal skills - Reside in North Carolina, the collar area of Charlotte, with ability to travel across territory - Valid U.S. driver&rsquo;s license in good standing and safe driving record - Reliable, roadworthy personal vehicle with current registration and automobile insurance meeting or exceeding state minimums Benefits This is a union position subject to a Collective Bargaining Agreement with IBEW Local 89 and the starting annual salary is $85,000. As part of our commitment to pay transparency and equity in our organization, the starting salary for this position is not negotiable. At WorkMoney, Inc., we're proud to offer a robust benefits package designed to support your overall well-being. In addition to competitive salaries, we invest in your success and create a work environment that's as dynamic and rewarding as the work we do! We fully cover the premiums for medical, dental, and vision insurance, our retirement plan includes up to a 6% employer match and we contribute toward your student debt repayment. Additional benefits for this role include generous paid time off options, stipends for remote work expenses and cell/internet data usage, and a monthly auto allowance. Why join our team? In our vibrant and ever-evolving work environment, we embrace change and pivot quickly when necessary. Our team is deeply mission-driven, combining hard work with ingenuity and a fearless approach to overcoming complex challenges. Teamwork is integral to our culture, and we readily jump in to support each other, celebrating achievements and learning from our experiences. At the heart of it all, we are passionate about the innovative projects we undertake, collaborating with exceptional people, and are having a great time along the way. WorkMoney, Inc. believes that embracing diversity enriches our workplace and enhances our ability to achieve our mission and serve our members. We are an equal opportunity employer and welcome applications from all qualified individuals, regardless of age, race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability or veteran status. At our core, we understand that true excellence comes from embracing a wide range of perspectives and experiences. We are dedicated to creating a team that represents the diverse fabric of America. We encourage individuals from historically underrepresented communities to apply and join us in our mission.

• Reporting to the Chief Product Officer, the Vice-President, Member Value owns the full member value equation from new product and program adoption economics to retention and ARPU optimization • Lead market analysis across core spending categories to identify the high value opportunities that meaningfully improve financial outcomes for working families • Define and lead the organization’s partnership strategy, including partner identification, negotiation, portfolio oversight, and success frameworks with clear metrics that drive member value, revenue growth, and measurable business impact • Evaluate build vs. buy vs. partner opportunities using structured ROI frameworks and executive recommendations • Collaborate with marketing & other stakeholders to define and monitor key member economic metrics, including ARPU, LTV, churn rate, LTV:CAC ratio, and total member value delivered • Lead development of a membership health scorecard, including activation rates, feature adoption, and NPS • Partner with Data team on member segmentation and predictive analytics to inform growth strategy, targeting, and value delivery • Build and manage strategic relationships with government agencies, advocacy organizations, and program administrators to curate and optimize a high-impact portfolio of federal, state, and local benefit programs aligned to member needs • Drive program enrollment performance and member utilization, measuring value value delivered per member • Partner with Research and Policy teams to ensure programs remain current while identifying and integrating new initiatives into WorkMoney Inc.’s program portfolio • Own vendor selection and performance management for member support operations (Genesys, call centers/agents, AirTable, etc.) • Design and implement the optimal blend of self-service and human assistance across the member journey • Establish and monitor service excellence metrics, including response times, resolution rates, NPS, and cost per interaction • Develop agent training programs and escalation protocols aligned with product capabilities and service standards • Ensure programs, partnerships, and product features operate as a cohesive ecosystem • Partner with Product, Engineering, Marketing, and Data teams on roadmap prioritization, program integration, and go-to-market strategy • Design seamless member journeys that maximize awareness and adoption across all touchpoints • Orchestrate cross-functional execution of seasonal initiatives and time-sensitive campaigns (e.g., tax filing programs, benefit enrollment deadlines, open enrollment periods), ensuring coordinated launch, member communications, and operational readiness

Title: Vice-President, Member Value Organization: WorkMoney, Inc. Reporting to: Chief Product Officer Location: United States / Remote, <10% travel Term: Permanent, Full-Time, Exempt, requires U.S. work authorization Compensation: $205,000.00 - $225,000.00 Annually Deadline: Applications will be considered on a rolling basis About WorkMoney, Inc. At WorkMoney.org, we are dedicated to enhancing the financial well-being of hard working Americans. Founded on the belief of the American dream, we strive to provide our members with the tools, resources, and support they need to navigate their financial journeys with confidence.  We don't stop at individual support. At WorkMoney, we believe in systemic change and actively advocate for policies that promote economic fairness and opportunity. By amplifying the voices of our members and partnering with policymakers, we strive to create a more just and equitable economic landscape. We believe that financial stability should be accessible for everyone and we're here to make that a reality. By offering financial tools and resources, fostering a supportive environment and championing policy changes, we empower our members to take control of their finances and build a more secure future.   Join us at WorkMoney, Inc. and become part of a movement dedicated to economic empowerment, financial security, and advocacy for all. About the Vice-President, Member Value Position Reporting to the Chief Product Officer, the Vice-President, Member Value owns the full member value equation from new product and program adoption economics to retention and ARPU optimization. This role partners cross-functionally to improve cost-to-serve, guide build/buy/partner decisions, and ensure every investment drives sustained member and enterprise value. This role directly shapes revenue performance, capital allocation, and long-term value creation across our member base. The Vice-President, Member Value provides strategic leadership member-focused teams, champions innovation, and is deeply committed to delivering impactful, member-centered services. A typical day in the life of our Vice-President, Member Value could look like: Market Strategy & Partnerships - Lead market analysis across core spending categories to identify the high value opportunities that meaningfully improve financial outcomes for working families - Define and lead the organization’s partnership strategy, including partner identification, negotiation, portfolio oversight, and success frameworks with clear metrics that drive member value, revenue growth, and measurable business impact - Evaluate build vs. buy vs. partner opportunities using structured ROI frameworks and executive recommendations Member Economics & Growth - Collaborate with marketing & other stakeholders to define and monitor key member economic metrics, including ARPU, LTV, churn rate, LTV:CAC ratio, and total member value delivered - Lead development of a membership health scorecard, including activation rates, feature adoption, and NPS - Partner with Data team on member segmentation and predictive analytics to inform growth strategy, targeting, and value delivery Government Programs & Benefits - Build and manage strategic relationships with government agencies, advocacy organizations, and program administrators to curate and optimize a high-impact portfolio of federal, state, and local benefit programs aligned to member needs - Drive program enrollment performance and member utilization, measuring value  value delivered per member - Partner with Research and Policy teams to ensure  programs remain current while identifying and integrating new initiatives into WorkMoney Inc.’s program portfolio Member Services Operations - Own vendor selection and performance management for member support operations (Genesys, call centers/agents, AirTable, etc.) - Design and implement the optimal blend of self-service and human assistance across the member journey - Establish and monitor service excellence metrics, including response times, resolution rates, NPS, and cost per interaction - Develop agent training programs and escalation protocols aligned with product capabilities and service standards Cross-Functional Integration - Ensure programs, partnerships, and product features operate as a cohesive ecosystem - Partner with Product, Engineering, Marketing, and Data teams on roadmap prioritization, program integration, and go-to-market strategy - Design seamless member journeys that maximize awareness and adoption across all touchpoints - Orchestrate cross-functional execution of seasonal initiatives and time-sensitive campaigns (e.g., tax filing programs, benefit enrollment deadlines, open enrollment periods), ensuring coordinated launch, member communications, and operational readiness

• Manage full-cycle recruiting and hiring for assigned roles • Serve as a close operational partner to the Director, Talent • Partner with hiring managers and stakeholders across the organization • Ensure recruiting and hiring practices align with internal policies and employment laws • Integrate sound JustBe practices throughout the hiring lifecycle • Manage and optimize recruiting operations and infrastructure • Draft and maintain recruiting documentation • Support job description lifecycle management • Coordinate hiring and onboarding logistics • Host and manage content for hiring review meetings • Proactively source candidates and build talent pipelines • Monitor recruiting activity and outcomes