AI Underwriting Data Manager Boston, MA Location: Waltham, MA (hybrid) ERGO NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you’ll find ERGO NEXT. Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in. Seize the opportunity to be a part of an exciting transition in the insurance industry! We're inviting an accomplished and forward-thinking data manager to join our AI Underwriting team. This pivotal role will have you innovating and developing groundbreaking digital underwriting features in partnership with our insurance, data, engineering, and machine learning teams. What You'll Do: - Manage a team of analysts, including training and guidance, establishing clear goals and responsibilities, and ongoing performance management - Manage the overall budget for underwriting third-party data. - Deliver substantial savings by identifying efficiencies and ways to in-house data services. - Own and drive the product roadmap for data integrations. - Serve as the key business connection for external data vendors. - Partner with the procurement team on vendor contract negotiations. - Collaborate with internal stakeholders to identify and onboard new external data vendors. - Manage the Proof of Concept process for testing and evaluating new data vendors. - Create detailed product requirements for services that leverage data integrations. - Define success criteria for Proofs of Concept and evaluate results in partnership with underwriting. - Prioritize PoCs and provide regular reporting on progress and outcomes to senior leadership. - Oversee vendor performance metrics and usage reporting, using results to inform strategic decisions. - Escalate critical vendor issues and maintain high-level relationships with vendor leadership. What We Need: - Budget Oversight: Proven experience in managing and tracking a data budget, including forecasting, monitoring monthly expenditures, and identifying areas to optimize spending. - Vendor Negotiation: Strong negotiation skills to secure favorable terms with data vendors, ensuring cost-effective solutions that meet business needs. - Relationship Management: Ability to build and maintain strong relationships with external data vendors, ensuring smooth collaboration and service delivery. - API Proficiency: Proficient in using API clients such as Postman to test, run, and troubleshoot API services. - Technical Documentation: Ability to read, understand, and apply API documentation for integration purposes. - Service Evaluation: Capability to assess new data services, including running Proof of Concepts (PoCs) to determine their fit for the company’s needs. - Roadmap Development: Experience in developing and maintaining a roadmap for data integrations, aligning with the company’s strategic goals and underwriting needs. - Executive Communication: Strong presentation skills to effectively communicate the integration roadmap and progress to executives and other senior stakeholders. - Cross-Functional Collaboration: Ability to work closely with internal stakeholders, including product, engineering, and underwriting teams, to ensure successful implementation of the roadmap. - Data Analysis: Ability to interpret vendor data using SQL or Python to validate performance and support strategic decisions. Note on Fraudulent Recruiting We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @next-insurance.com or @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency. The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more. US annual base salary range for this full-time position: $152,000 - $179,000 USD Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Lead a team in managing US income tax compliance and audits, propose strategies to reduce corporate tax burdens, and ensure timely filings while fostering professional development within the tax function.

• Own the full lease renewal lifecycle across the manufactured housing portfolio • Manage the renewal notice process across all operating states • Partner with Community Managers and Regional Vice Presidents to evaluate renewal and non-renewal decisions • Maintain reporting related to renewals, rent increases, occupancy, pricing, collections, and retention performance • Support operational decision-making through renewal performance insights

Role Description Saturna Capital is seeking an experienced Regional Manager to support the Sales team in the midwest. This position is responsible for generating sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community, providing financial planning, and offering separate accounts. - Manage territory and generate sales to meet objectives - Determine key relationships and develop a plan to increase client AUM - Cross-sell Saturna services including retirement plans and trust services - Attend multiple weekend conferences throughout the year - Present technical product knowledge in an innovative way - Leverage CRM insights through HubSpot - Follow company policies regarding industry rules and regulations for securities and investment products Qualifications - Sales background required in mutual funds, separate accounts, or other financial industry products - Thorough understanding of values-based and sustainable investing strategies and products - FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment - Must be available for extensive travel and weekend work - Excellent written and verbal communication skills - Excellent presentation skills and closing skills - Bachelor’s degree in finance or other related field - Working knowledge of or ability to speak Arabic and/or Urdu Benefits - 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee - Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities - Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness - 401k with generous match - Profit sharing and annual performance bonuses - 11 personal and 10 vacation paid days off after first year of service - 10 paid holidays (per NYSE holiday schedule) - Paid Parental and Bereavement leaves - Up to $2,000 per month in childcare/tuition assistance - Adult continuing education and professional development assistance - Home-buyer assistance program Company Description Saturna Capital Corporation, established in 1989 in Bellingham, Washington, USA, is an independent, employee-owned investment advisor based in Bellingham, Washington, managing approximately $10 billion in assets for clients under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. - Adviser to the Amana Mutual Funds Trust, the oldest and largest family of funds in the US that follow principles of Islamic finance. - Adviser to the US-based Saturna Funds.