• The Sales & Operations Optimization Manager serves as a strategic liaison between sales and operations teams to drive commercial excellence, operational efficiency, and customer satisfaction. • This role is responsible for managing complex sales processes, coordinating cross-functional initiatives, and optimizing internal workflows to support revenue growth and customer retention across North America. • Analyze sales performance data and provide insights into customer buying behavior, trends, and market/product performance to inform strategic decisions. • Regularly distribute PEC sheets and ZoomInfo contacts to sales team members, providing detailed project insights, capital value estimates, and key decision-maker contacts to support targeted outreach and opportunity qualification. • Conduct territory development strategy sessions with OSRs and provide curated contact lists and project intelligence to help sales reps prioritize outreach, align with strategic growth areas, and accelerate pipeline development. • Serve as a trusted advisor to DBAs and independents by identifying pain points, analyzing data, and recommending + implementing quick solutions. • Coordinate with GMs and independent sales office leadership to align on go-to-market strategies and customer-specific inventory planning. • Act as a central point of contact for cross-functional initiatives involving sales, operations, engineering, and executive leadership. • Facilitate alignment between field sales and corporate functions through regular updates, escalation management, and strategic planning.

Role Description Accurate Group, an industry leader in technology-driven appraisal management and title services to real estate finance providers nationwide, seeks a Senior Escrow Officer for our growing closing team in California. The Senior Escrow Officer is responsible for effectively managing the entire real estate closing transaction from opening through funding and recording, ensuring the accurate and timely issuance of title insurance in accordance with established procedures and guidelines. In addition to core escrow officer duties, this role supports management by: - Addressing routine and low-impact escalations - Reporting issues and exceptions to management for review - Assisting with reporting and training initiatives - Maintaining strong client relationships This position requires a high level of California escrow, accounting, and operational knowledge to complete assigned tasks and ensure transactions meet compliance and audit standards. Work is performed within defined guidelines and is subject to supervisory review to support successful DFPI examinations. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Manage the entire real estate closing process, including compliance with real estate contracts, lender instructions, title requirements, company requirements, and other written instructions. - Understand the escrow process to determine what steps need to be taken to transfer the title of property pursuant to the conditions called for in the real estate contract and lender instructions. - Audit level operational fluency with a level of audit understanding well enough to prevent findings, respond correctly during an exam, and remediate issues. - Collaborate with title department to resolve title issues such as legal descriptions, easements, lot splits, vesting, all tax liens, abstracts of judgments, bankruptcies, boundary disputes, encroachments, list pendants, etc. - Prepare all closing documents necessary to ensure title insurance is issued at closing. - Oversee the issuance of checks, bills and statements, receipts, and any other documents needed to ensure customer satisfaction. - Secure all documents (corrective and others) that may be required for the issuance of title insurance. - Conduct closing with customers, realtors, lenders, and attorneys. - Assist customers and clients with close-related questions. - Prior to disbursement, confirm all funds are collected, all appropriate documents are checked for accuracy, signatures are collected, and acknowledgements and legal descriptions are correct. - Collect all taxes due, HOA dues and any delinquencies and/or principal and interest. - Ensure all payoffs have been collected, mailed, delivered or wired according to instructions. - Verify against the settlement statement that all disbursements have been paid correctly. - Prior to recording, verify all legal documents for correct acknowledgements, legal description, lien information and state and county requirements. - When needed, delegate work to and manage work of escrow assistants in the real estate transaction process. - Manage and develop client relationships to ensure future real estate closing transactions. - Market new business and make calls on current and prospective clients. - Correspond with lenders, builders, real estate agents, and attorneys as needed. - Perform other duties as assigned by manager. Qualifications - Candidate must be located in the San Diego/Anaheim area - Familiar with standard concepts, practices, and procedures within the escrow/title industry field. - Formerly in an Escrow Officer role - Understanding of what California Department of Financial Protection and Innovation examines - Proven experience assisting with California State audit compliance - Regularly interface with DFPI examiners during regulatory examinations - Bilingual candidate is preferred but not a requirement - Ability to work independently and as a team with proven analytical and problem-solving abilities - Ability to effectively prioritize and execute tasks in a high-pressure environment - Strong attention to detail and able to multitask and/or reprioritize, as needed - Strong interpersonal and oral/written communication skills a plus Requirements - Minimum of 4 to 10 years in related experience and/or training - Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations - Ability to write reports, business correspondence, and procedure manuals - Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public - Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume - Ability to apply concepts of basic algebra and geometry - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists - Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form Certifications - Licensed in title insurance per state requirements, if applicable for your state - Notary public or be bondable Job Type - Full-time/Remote Salary - $65,000 to $80,000 based on experience Schedule - Monday - Friday (8-hour shifts with extended shifts as needed) Benefits - 401K with employer matching - Full medical, dental, vision, HSA, and life insurance (available day 1) - Paid time off (PTO and Holiday pay) - Advancement opportunities

Role Description The Data Operations Support Lead/Manager serves as a senior technical and operational leader responsible for ensuring the stability, reliability, and performance of enterprise production data platforms, including insurance and financial data warehouse ecosystems. As a core member of Global Data Operations, this role acts as the primary escalation point for complex incidents, leads daily operational coordination across cross-functional teams, and drives platform enhancements and automation to enable proactive monitoring and issue prevention. This role also provides technical leadership, mentorship, and guidance to support engineers, fostering operational excellence, continuous improvement, and strong data governance across the enterprise. Key Responsibilities - Own and manage the data operations intake process, including incident intake, communication, prioritization, and platform optimization. - Serve as a senior contributor in architectural discussions, process improvements, and strategic platform enhancements. - Drive system reliability, scalability, observability, and operational governance across enterprise data platforms. - Oversee data integrity, transformations, and governance practices across production environments. - Lead initiatives to improve data quality, lineage visibility, metadata management, and monitoring capabilities. - Act as the primary escalation point for complex data pipeline, integration, and platform issues. - Collaborate closely with Data Engineering, DBAs, BI, Infrastructure, and Security teams to resolve incidents and implement permanent solutions. - Enforce and continuously improve access controls, permissions, and data security standards. - Support SOX, GDPR, and internal audit requirements, including evidence preparation, remediation, and control validation. - Develop and maintain high-quality documentation, including pipelines, processes, dependencies, and workflow artifacts. - Produce monthly operational service reports covering SLAs, KPIs, incidents, changes, and overall service health. - Contribute to enterprise initiatives such as system integrations, data modernization, and platform upgrades. - Participate in solution design reviews and operational readiness assessments for new data products. - Promote a culture of engineering excellence, accountability, and continuous improvement. Qualifications - 8+ years of experience with a strong focus on data-centric operations or support. - Proven experience with ETL/ELT pipelines, data warehouses, data lakes, and complex data transformations. - Demonstrated experience supporting recurring production data workflows and delivering accurate, timely outputs. - Proven ability to manage multiple priorities in a time-sensitive and cyclical operational environment. - Strong attention to detail with a deep focus on data quality, accuracy, and consistency. - Excellent analytical, organizational, and problem-solving skills with a proactive, solution-oriented mindset. - Ability to work independently while collaborating effectively across teams, with strong ownership and escalation judgement. - Exceptional written and verbal communication skills, including the ability to translate technical issues for non-technical stakeholders. - Experience supervising, mentoring, or providing technical leadership to junior team members. - Experience partnering with business stakeholders on data submissions, issue resolution, and quality remediation. - Experience with Snowflake, dbt, Fivetran, Astronomer (Airflow), Automic Automation, and Microsoft SQL Server. - Strong familiarity with Azure-based data platforms, including Azure Synapse, Azure SQL, and Azure DevOps. Education - Bachelor’s degree in Computer Science, Software Engineering, Information Systems, or a related field, or equivalent practical experience. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance. - 401(K) and Roth options. - Tax-advantaged accounts (HSA, FSA). - Educational expense reimbursement. - Paid parental leave. - Digital mental health services (Talkspace). - Flexible work hours (availability varies by office and job function). - Training programs. - Gallagher Thrive program – elevating your health through challenges, workshops, and digital fitness programs for your overall wellbeing. - Charitable matching gift program. - And more...

• Lead a team of Sales Operations Support Specialists which supports NRI’s Account Executives by providing client-facing quotes, booking orders, and addressing post-sales requests as appropriate. • Coach Sales Operations Support Specialists on NRI and partner business processes and answer day to day questions. • Distribute incoming requests in service request management system, ensuring appropriate and efficient division of labor, meeting service level agreements (SLAs). • Provide occasional overflow support as necessary. • Proactively review and escalate aging requests to ensure SLA compliance. • Coordinate time off requests and coverage for team members, ensuring adequate coverage for business operations. • Ensure new orders are booking accurately and based on complete required information according to NRI standard business processes, and according to SLAs. • Coordinate month end booking process, ensuring that all targeted orders are booked on time. • Address initial escalation requests from internal and external clients including Sales, Application Solution and Design (presales engineering), and Finance teams, both for old business and new business. • Assist Sales Operations Support Specialists in directing out of scope requests to appropriate Core or partner teams to ensure requests are addressed. • Understand the industry environment. • Attend both internal and external meetings as needed (typically via Microsoft Teams or Cisco Webex with camera on). • Participate in online training sessions provided by our key partners as appropriate. • Represent and deliver on NRI goals, mission and values. • Continually looking for ways to maximize efficiency and better meet the needs of our clients, recommending process improvements and assisting in change management activities associated with business process changes that impact the team.