Role Description We are looking for an Onboarding Specialist – Publisher & Ad Tech who will ensure our newest publisher partners have a smooth, engaging, and successful first experience with MediaRadar. This role will focus on guiding clients through their first 90 days, educating them on best practices, and setting them up for long-term success. In addition to onboarding, the role would encourage customer engagement via centralized outreach & proactive client education efforts. Qualifications - Experience in client-facing or customer success roles, preferably in SaaS, advertising, or media. - Strong communication and interpersonal skills with the ability to build trust and credibility quickly. - Demonstrated organizational and project management skills to manage multiple clients and timelines simultaneously. - Proficiency in tools like Salesforce, Zoom, and MS Office/Google Suite. - Familiarity with digital media, publishing, or advertising technology is a plus. Requirements - Client Management & Education: Own the client relationship from the point of sale through Customer Success handoff (first 90 days). - Lead client kickoff calls, product trainings, chairsides, 30- and 60-day adoption calls, and partnership reviews. - Develop a deep understanding of publishers’ business needs and align MediaRadar’s platform with their goals. - Support clients in defining success milestones and achieving value with a high-touch, hands-on approach that builds confidence and independence. - Monitor client usage, proactively identify disengaged accounts or users, and drive re-engagement efforts. - Provide educational materials and best practices to help clients maximize outcomes. - Salesforce Management: Track and manage all onboarding activities in Salesforce. - Update onboarding status, oversee client setup, and accurately log client goals, use cases, and interactions. - Client Handoff: Confirm client satisfaction and adoption at the end of the onboarding process. - Seamlessly transition the partnership over to the account team with full context and documentation. - Centralized Outreach & Targeted Engagement: Run point on centralized segment outreach initiatives and collaborate with client partners towards targeted customer engagement. Benefits - Medical & Life Insurance - Flexible PTO - Summer Fridays

Role Description We are looking for an Onboarding Associate – Publisher & Ad Tech who will ensure our newest publisher partners have a smooth, engaging, and successful first experience with MediaRadar. This role will focus on guiding clients through their first 90 days, educating them on best practices, and setting them up for long-term success. In addition to onboarding, the role would encourage customer engagement via centralized outreach & proactive client education efforts. Qualifications - Experience in client-facing or customer success roles, preferably in SaaS, advertising, or media. - Strong communication and interpersonal skills with the ability to build trust and credibility quickly. - Demonstrated organizational and project management skills to manage multiple clients and timelines simultaneously. - Proficiency in tools like Salesforce, Zoom, and MS Office/Google Suite. - Familiarity with digital media, publishing, or advertising technology is a plus. Requirements - Client Management & Education: Own the client relationship from the point of sale through Customer Success handoff (first 90 days). - Lead client kickoff calls, product trainings, chairsides, 30- and 60-day adoption calls, and partnership reviews. - Develop a deep understanding of publishers’ business needs and align MediaRadar’s platform with their goals. - Support clients in defining success milestones and achieving value with a high-touch, hands-on approach that builds confidence and independence. - Monitor client usage, proactively identify disengaged accounts or users, and drive re-engagement efforts. - Provide educational materials and best practices to help clients maximize outcomes. - Salesforce Management: Track and manage all onboarding activities in Salesforce. - Update onboarding status, oversee client setup, and accurately log client goals, use cases, and interactions. - Client Handoff: Confirm client satisfaction and adoption at the end of the onboarding process. - Seamlessly transition the partnership over to the account team with full context and documentation. - Centralized Outreach & Targeted Engagement: Run point on centralized segment outreach initiatives and collaborate with client partners towards targeted customer engagement. Benefits - Medical & Life Insurance - Flexible PTO - Summer Fridays

Retirement Plan Specialist Location: Los Angeles, CA ***This position will sit remotely, but must reside in the greater LA county area*** Full time Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Profile Summary: Retirement Plan Specialist for the Tax Exempt Market Profile Description: - Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars. - Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees. - Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues. - Work with Plan Sponsors to increase participation among their employees. - Contribute to the development and implementation of presentation material. - Assist in scheduling retirement seminars/one-on-one appointments. - Maintain compliance with all firm and FINRA regulatory requirements. - May provide guidance and training to more junior staff - Additional responsibilities may be assigned Knowledge & Experience: - Minimum 3 years of experience in retirement/financial services - Bachelor’s degree or equivalent experience - FINRA Series 6 or 7 and 63, 65 - Strong interpersonal & communication skills - Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions - Looks for ways to improve and promote quality - Strong organization skills; demonstrates accuracy and thoroughness - Ability to travel Compensation Pay Disclosure: Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $77,580 - $96,980 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer - Health, dental, vision and life insurance plans - 401(k) Savings plan – with generous company matching contributions (up to 6%) - Voya Retirement Plan – employer paid cash balance retirement plan (4%) - Tuition reimbursement up to $5,250/year - Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. - Paid volunteer time — 40 hours per calendar year Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: - Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. - Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. - Team Mentality: Partnering effectively to drive our culture and execute on our common goals. - Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. - Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations.

Role Description ¿Puedes convertir automatizaciones e inteligencia artificial en experiencias que hagan que más usuarios se queden con Alegra? ¡Felicitaciones! Este reto es para ti. Tu misión en Alegra será ser el puente entre la estrategia de Customer Experience y la ejecución técnica que la hace posible. Tu trabajo incluirá: - Optimizar el ciclo de vida del usuario desde la adopción hasta la retención. - Liderar proyectos de CRM, automatizaciones e integraciones que impacten directamente en el revenue de Alegra. - Reportar a la líder del equipo RevOps Customer Experience. - Ser referente técnico del área para proyectos que mezclan negocio y tecnología. ¿Qué vas a hacer con nosotros? - Traducir necesidades del equipo de soporte y Customer Success en automatizaciones que agilicen la operación y mejoren la experiencia del usuario. - Mapear y mejorar continuamente el customer journey para reducir churn, mejorar la adopción del producto y maximizar la retención. - Liderar proyectos técnicos dentro del equipo de Customer Experience. - Diseñar, configurar y optimizar flujos dentro de CRM's (HubSpot, Salesforce, Pipedrive o similares). - Analizar métricas clave de retención y adopción para identificar puntos de fuga y proponer soluciones. - Construir integraciones entre herramientas usando APIs y soluciones low-code o con código. - Mantener y mejorar las soluciones de IA implementadas en el área. - Documentar todos los flujos, integraciones y automatizaciones implementadas. ¿Cómo usarás IA en el día a día de este rol? - Analizarás patrones en el customer journey usando IA para detectar señales tempranas de riesgo de churn. - Mantendrás y ajustarás soluciones de IA ya implementadas en el área de CE. - Incorporarás herramientas de IA generativa y de automatización para acelerar la construcción de flujos. Qualifications - 3 o más años de experiencia en RevOps, Customer Success Operations, CX Automation o roles técnicos similares en empresas SaaS o tecnología B2B. - Experiencia en customer experience, soporte técnico o roles post-venta. - Experiencia en administración avanzada de CRM's (HubSpot, Salesforce, Pipedrive o similares). - Habilidades prácticas en integraciones y APIs. - Capacidad de liderar proyectos técnicos de forma autónoma. Requirements - Deseable: Conocimiento práctico de IA aplicada a customer experience. - Haber trabajado en entornos de alta escala. - Conocimiento en herramientas de contactabilidad de usuarios. - Requisito de ubicación: Ser residente o contar con permiso de trabajo en Colombia, México, Perú, Costa Rica, Panamá o República Dominicana. Benefits - Trabajo 100% remoto con relación laboral estable. - Coworking mensuales con el equipo local. - Plan de carrera y oportunidades para seguir desarrollando tus habilidades. - Acceso a plataformas educativas, cursos con certificaciones y una biblioteca virtual. - Clases de inglés. - Programas de bienestar y charlas sobre hábitos saludables. - Dos días de cuidado al año adicionales a tus vacaciones. - Apoyo económico para mejorar tu espacio de trabajo. - Celebración de cumpleaños con un bono económico y medio día libre. - Un equipo con talento de distintos países y culturas.