Role Description As a Deployment Strategist , your mission is to connect the dots between user needs, data insights, and product capabilities to help our customers unlock value. You’ll dive deep into our customer operations, partner directly with end users and decision-makers, and shape how HappyRobot’s technology is applied to their most critical challenges. At HappyRobot, there’s no role seniority or hierarchy — we operate as a team of builders. We execute, we build, we own, and we care deeply about our customers and their success. What You Will Do - Partnering with customers to understand their workflows, goals, and pain points—often embedding directly with their teams. - Collaborating with Forward Deployment Engineers to scope, prototype, and deliver solutions powered by HappyRobot’s platform. - Identifying and interpreting key datasets that drive customer decision-making, and working to integrate them into robust, scalable pipelines. - Designing and refining user workflows that solve meaningful problems and scale across teams and functions. - Leading training and onboarding sessions, ensuring new users are set up for success and our tools have lasting impact. - Presenting findings and strategy to stakeholders at all levels—from frontline operators to executives. - Driving customer expansion by scoping new use cases and shaping how we grow our footprint within organizations. Qualifications - Experience in a customer-facing role, ideally in a technical or product capacity. - Strong analytical skills and experience working with data. - Excellent communication and interpersonal skills. - Ability to work collaboratively in a fast-paced environment. Requirements - Proven track record of successful project management. - Experience with AI or technology solutions is a plus. - Ability to understand complex systems and workflows. Benefits - Opportunity to work at a high-growth AI startup, backed by top investors. - Ownership & Autonomy - Take full ownership of projects and ship fast. - Comprehensive Benefits - Healthcare, dental, vision coverage. - Top-Tier Compensation - Competitive salary + equity in a high-growth startup. - Work With the Best - Join a world-class team of engineers and builders. Company Description HappyRobot is the infrastructure for enterprises to build and orchestrate AI workforces. Our AI workers don't just communicate - they make decisions, take action, and run operations autonomously across voice, email, and enterprise systems. Born in Y Combinator (S23) and backed by a16z and Base10 with over $60M raised, we power critical operations for global enterprises worldwide. Our platform is battle-tested in the most demanding environments - where AI has real consequences. We started in logistics, built our own voice stack, models, and orchestration layer from the ground up, and are now bringing that infrastructure to every enterprise that runs the real economy.

Role Description Estamos innovando la logística y esto lo hemos logrado gracias a un equipo de personas visionarias, con ganas de crecer y cambiar el mundo. En Skydropx encontrarás un espacio para desarrollar tu carrera dentro de un ambiente laboral dinámico, ambicioso y multicultural. - Desarrollar business cases, modelos financieros y roadmaps estratégicos para los distintos ventures de Skydropx. - Diseñar, evaluar y seleccionar modelos de negocio alineados con la estrategia de la compañía, con suficiente solidez para su implementación y salida al mercado. - Definir metas claras, medibles y alineadas para los New Ventures, asegurando consistencia con las prioridades del negocio. - Construir roadmaps estructurados y accionables para validar, lanzar y escalar iniciativas dentro del portafolio de ventures. - Dar seguimiento al estado de los modelos de negocio, ventures y cartera de proyectos, generando visibilidad para facilitar la toma de decisiones. - Realizar análisis de inversión para evaluar la viabilidad y los recursos requeridos de cada iniciativa, en línea con los objetivos estratégicos y financieros. - Ejecutar análisis de mercado y competencia, incluyendo benchmarks, evaluación de adquisiciones y otras oportunidades de crecimiento. - Elaborar proyectos estratégicos y materiales ejecutivos para stakeholders internos y externos, sintetizando información clave de manera clara, estructurada y accionable. - Participar activamente en procesos de fundraising, apoyando en la preparación de materiales, análisis, data room y seguimiento a inversionistas potenciales. - Atender solicitudes de inversionistas y del C-Team, coordinando información de manera oportuna, confiable y bien estructurada. - Apoyar la relación con inversionistas mediante la preparación de reportes, presentaciones, business updates y materiales de seguimiento. - Contribuir a la construcción de la narrativa estratégica de la compañía y de los ventures frente a inversionistas actuales y potenciales. - Coordinar equipos multifuncionales para implementar estrategias, destrabar problemas, gestionar recursos, dar seguimiento al progreso y asegurar la entrega oportuna de resultados. Qualifications - Experiencia en Consultoras Top-Tier, Venture capital, Departamento de Innovación en Corporativo, Labs, New Ventures de algún unicornio y/o experiencia previa en otro puesto similar. - Conocimientos financieros: Capacidad de validar un el modelo de negocio y de llevar a cabo el estudio de viabilidad económica de los mismos. - Inglés avanzado (Oral y Escrito). - Capacidad analítica: poder identificar un sector rápidamente, entendiendo cuales son los elementos clave de este, así como para dimensionar el potencial económico de una idea. - Liderazgo inspirador: capacidad para crear redes con Stakeholders, así como para coordinar proyectos. - Make it happen: Habilidad para ejecutar las nuevas ideas, con el objetivo de crear algo tangible. - Rigor y atención al detalle: Definir qué es lo que hay que hacer, cuándo, y no pasar nada por alto. Eres el responsable último de todo lo que se hace, presenta y ejecuta. - Proactividad: resolver los problemas que surjan, proponiendo nuevas formas de canalizarlos con espíritu crítico. Benefits - Misión a nivel regional: lograr que los negocios de LATAM se despreocupen de su logística. - Sueldo competitivo. - Horario: Lunes a Viernes de 9:00 a 19:00. - Crecimiento y desarrollo profesional.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Ideal candidate lives in the greater Dallas or Houston Texas area and is excited to meet with clients in person, when needed. The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve. What You Will Do - Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education. - Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones. - Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients - Identify and drive planning opportunities and coordinate financial planning information gathering - Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team. - Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments. - Assist with monthly audit reviews in collaboration with various EPW stakeholders. - Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests. What You Will Bring - Bachelor Degree in Business or related discipline or equivalent experience - 5+ years related work experience in financial services and client experience - FINRA Series 65 required - FINRA fingerprinting required - Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning - Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills - Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships - Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients - Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems What Will Set You Apart - Prior experience as a high performing Advisor & Planner in the Personal Strategy solution - CFP preferred #pjpw ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $87,400.00 - $123,400.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? 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Job Description Responsible for leading the development, evaluation, management, and governance of Health Plan performance—including driving cross functional accountability for actions, outcomes, managing relevant processes to accurately track progress, milestones, and key performance indicators and communicate out in a timely manner. As a senior member of the strategic function, provide detailed assessment and understanding of the current and future external market environment, develop insights and identify opportunities to actualize our organizational mission, vision and activate the strategy across multiple time horizons. Support a focus on insight-driven decisions, innovation, customer centric experience and local/national collaborations. Work collaboratively to build coalition and support as well as drive action with both internal and external partners. Develop and refine strategic plans and initiatives to positively impact the management of today’s business while supporting efforts for the definition and evolution towards a health solutions company. What You’ll Do - Work directly with staff and senior leadership across the company to proactively identify and prioritize strategic needs and create meaningful and actionable outputs, drive the strategic development process to address these needs, and integrate and align work to the company’s overall strategic goals. - Build and facilitate efforts with partner and/or vendor relationships to understand the value proposition and business case aligned to our business strategy, drive decision making and collaborate with the business areas to implement. - Develop and maintain relationships with both internal and external partners to drive complex project/initiative work focused on significant business strategies, opportunities and innovation efforts. - Leverage customer and consumer insights to develop holistic strategies, programs and plans to effectively drive innovation and business outcomes and maximize ROI in varied areas. - Consolidate research, authorship of key findings, and communication of timely, periodic strategic intelligence reports to senior management and Blue Cross NC Board. - Contribute to the development of corporate strategic positions and related annual and long-term planning efforts. - Collaborate and execute critical activities such as strategic planning, compliance, complex financial/ qualitative analysis and thought leadership at a departmental, multi-function, and enterprise level. - Design and develop the innovation program for Blue Cross NC – its offerings, innovation events, delivery methods, and definition of the success points of the program. Act as a “Champion of Innovation” and work across the organization to drive a culture of innovation in all that we do. - Partner and consult with internal clients to identify, plan and execute innovation efforts; help them better understand what problems they are trying to solve, articulate their vision and define and enable success. Provide methods and resources to support their execution of those plans. - Develop new ideas that solve existing or emerging issues the business faces. Prototype and evaluate those ideas to determine viability and opportunity for success and follow through to implementation as necessary. - Identify, analyze and monitor relevant industry, regulatory, technology and market based trends to determine market entry or exit as appropriate and to ensure alignment to the company’s strategic positions and interests. What You Bring - Bachelor's degree or advanced degree (where required) - 5+ years of experience in related field. - In lieu of degree, 7+ years of experience in related field. Bonus Points - Thrives in ambiguity, with a demonstrated ability to turn complex, unstructured problems into clear frameworks, plans, and next steps - Proven ability to lead through influence, aligning stakeholders and driving action without relying on formal authority - Ability to quickly connect ideas, data, and perspectives to create clarity and direction - Naturally curious and inquisitive, asking the right questions, challenging assumptions, and uncovering insights others miss - Strong executive presence and communication skills, with the ability to frame complex topics clearly, concisely, and persuasively What You’ll Get - The opportunity to work at the cutting edge of health care delivery with a team that’s deeply invested in the community  - Work-life balance, flexibility, and the autonomy to do great work - Medical, dental, and vision coverage along with numerous health and wellness programs  - Parental leave and support plus adoption and surrogacy assistance   - Career development programs and tuition reimbursement for continued education  - 401k match including an annual company contribution   - Learn more   Salary Range At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by factors including experience and training, specialized skill sets, licensure and certifications and other business and organizational needs. Our base salary is part of a robust Total Rewards package that includes an Annual Incentive Bonus*, 401(k) with employer match, Paid Time Off (PTO), and competitive health benefits and wellness programs. *Based on annual corporate goal achievement and individual performance. $107,901.00 - $172,642.00 Skills Business Strategies, Enterprise Strategies, Innovation, Innovation Development, Market Research, Market Trend Analysis, Strategic Alliances, Strategic Planning, Strategy Development, Strategy Plan_____________________________________________________________________ JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Blue Cross and Blue Shield of North Carolina in recruitment activities in return for disclosing financial information. Our hiring process does not include text-based conversations or interviews and never requires payment or fees from job applicants. All our career opportunities are published on https://bcbsnc.wd5.myworkdayjobs.com/en-US/BCBSNC. If you have already provided your personal information that you suspect is fraudulent activity, please report it to your local authorities. Any fraudulent activity should be reported to: HR.Staffing@BCBSNC.com.