Role Description The Transactions, Lead is a pivotal role responsible for guiding and supporting the Transactions team while ensuring exceptional service for agents and brokers in a virtual environment. This position focuses on providing leadership in transaction validation, compliance, process optimization, and team development. By fostering collaboration, maintaining high operational standards, and delivering a world-class customer experience, the Transactions, Lead contributes to the seamless execution of real estate transactions and continuous improvement initiatives. - Transaction Processing and Accuracy - End-to-End Transaction Assistance: Facilitate transaction settlements, ensuring accurate data entry, validation, and documentation at each stage. - Quality Control and Review: Conduct detailed reviews of transaction files to ensure consistency, data accuracy, and compliance with regulatory and organizational standards. - Error Resolution: Address transaction discrepancies promptly by collaborating with team members and other departments to implement timely corrections. - Review transaction data for accuracy, completeness, and consistency, ensuring compliance with organizational standards. - Prepare and finalize Commission Disbursement Authorizations and settle transaction files promptly. - Support transactions for individual agents, large teams (e.g., Mega Teams), and state or geo-based transactions (e.g., CA, FL, TX). - Organize transaction documents, ensuring alignment between all systems. - Verify settlement statements to ensure they match enterprise records before finalizing transactions. - Collaborate with the Brokerage Operations team to review transaction documents and follow up on file statuses. - Collaborative Escalation Management - Mentoring Team Members: Provide guidance and act as a resource for analysts, assisting with complex transactions and fostering professional growth. - Skill Development: Assist in informal training sessions to enhance team proficiency in transaction processing, empowering team members with confidence and autonomy. - Collaborative Problem Solving: Promote a team-centered approach to addressing escalations and challenging issues, fostering a culture of mutual support and collaboration. - Process Improvement and Optimization - Identify Workflow Enhancements: Assess transaction workflows to identify inefficiencies. - Contribute to Automation Initiatives: Identify repetitive tasks suitable for automation, collaborating with management on implementing tools that increase efficiency and reduce errors. - Feedback-Driven Adjustments: Gather and escalate feedback from team members to refine processes, ensuring balance between operational efficiency and team satisfaction. - Compliance and Risk Mitigation - Compliance Checks: Conduct regular audits to ensure transaction files adhere to regulatory and internal standards. - Risk Awareness: Proactively identify potential compliance or operational risks, proposing actionable solutions to management to mitigate exposure. - Knowledge Sharing: Keep the team informed of compliance updates and changes, fostering shared responsibility and awareness of compliance priorities. Qualifications - Expertise in transaction processing, compliance, and data analysis. - Strong leadership and mentoring capabilities. - Excellent communication and collaboration skills. - Proficiency in tools and platforms such as Oracle, Coda.io, and other transaction management software. - Analytical mindset with a focus on continuous improvement and process optimization. Requirements - High School Diploma/GED required. - 1+ years of experience in transaction operations. - Demonstrated experience in managing escalations and resolving high-impact issues. - Proven track record of leading cross-functional projects with measurable success. - Proficiency in transaction processing systems and tools (e.g., TRX, Oracle, SkySlope). Benefits - Fully remote environment. - Paid Time Off. - 401k with 4% match (immediate vesting). - Robust Medical, Dental, & Vision benefits. - Company provided equipment. - Monthly Technology Stipend. - FSA & HSA with employer contributions. - Health & Wellness incentives. - 100% Paid Parental Leave. Company Description We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, eXp is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law.

• Reviews, analyzes, and modifies programming systems • Consults with users to identify current operating procedures • Maintains knowledge of commonly-used concepts and practices • Performs analysis of assigned applications and business processes/functions • Modifies and supports assigned applications/systems • Partners and communicates with assigned customers/end users • Maintains and enhances professional competencies

• Performs ICD-10-CM and HCPCS/CPT-4 coding for 1-2 Tier 1 specialties • Enters a variety of data such diagnoses, procedures, E/M levels, and modifiers into the hospital information system • Adheres to coding principles, governmental regulations, and third party requirements in regards to coding and billing documentation • Reviews and resolves relevant edits to ensure accuracy and integrity of info billed to payers • Achieves and maintains established quality standards • Achieves and maintains established productivity standards • Provides feedback to providers; makes recommendations to improve medical record documentation • Meets turnaround time requirements • Monitors assigned work queues and alerts manager if lag days exceed established standard • Works with coding manager to ensure maximum reimbursement for properly documented services

Role Description In this role, you will combine advanced analytical techniques with strong business and product acumen to drive better decisions and outcomes for FreshBooks. You will help advance the capability and maturity of our team, driving the evolution from descriptive reporting to predictive and prescriptive analytics. As a Senior Analyst, you will act as a strategic partner to our Product and Marketing teams. You will champion a culture of rigorous experimentation, apply advanced data modeling, and leverage modern AI tools to uncover insights that shape our growth strategies and product roadmap. What You'll Do - Use data to help the product and marketing teams develop strategic priorities, focusing on core SaaS metrics (e.g., MRR, LTV, CAC, Churn, Retention, and Product-Led Growth signals). - Lead end-to-end A/B and multivariate testing strategies. Work with the business to define hypotheses, design rigorous experiments, and analyze results to optimize the customer journey. - Utilize AI tools (e.g., Claude Code, Codex, etc.) to accelerate your workflow, whether it’s automating complex SQL queries, generating boilerplate Python/R scripts, or synthesizing large datasets into actionable summaries. - Use your expert SQL skills to perform complex joins, filter, clean, and transform data from multiple sources to build robust datasets. - Apply statistical techniques and predictive modeling to understand customer behavior, forecast trends, and derive actionable insights into new feature launches and platform usage. - Interpret and communicate complex quantitative findings clearly and accurately to non-technical stakeholders, translating data into strategic recommendations. - Create and maintain automated dashboards to report on core performance metrics and product health. - Partner with cross-functional teams to establish strategic goals, signals, and metrics to deeply understand and drive overall business performance. - Consult directly with internal stakeholders to gather requirements, scope projects, ensure data accuracy, and deliver high-quality analytical solutions. - Other duties as may be assigned. Qualifications - Extensive experience and advanced proficiency in SQL and Python/R, capable of writing highly optimized, complex queries and scripts. - Hands-on experience integrating generative AI (like Claude Code) into your daily analytics workflow for code generation, data formatting, and rapid problem-solving. - Deep understanding of experimental design, statistical significance, sample size requirements, and the analysis of A/B tests to confidently guide product decisions. - 5+ years in data analytics or business intelligence, with a strong preference for experience in B2B SaaS. - Proficiency in using tools like Looker, Tableau, Power BI, or similar to create compelling, insightful dashboards that drive action. - Demonstrated ability to handle large datasets, build predictive machine learning models, and perform advanced exploratory data analysis. - Familiarity with tools like Google Analytics, Pendo, or Mixpanel to analyze user flows and feature adoption. - The ability to distill complex analytical concepts into clear, concise, and persuasive narratives for leadership and cross-functional teams. - A systematic approach to complex business problems, ensuring analytical efforts are always tied to measurable business value and objectives. - Proven ability to manage competing priorities, lead analytical projects, and foster a culture of continuous learning by mentoring junior analysts.