This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As our Sales Leader, you will be the primary architect of our revenue growth. This isn't just a management role - it’s an invitation to leverage your deep industry ties and executive presence to scale a two-sided marketplace that empowers consumers and drives massive ROI for our partners. You will evangelize a data-driven model that prioritizes compliance, quality, and performance-based results. - Revenue Growth & Market Expansion - Drive aggressive new revenue growth by securing high-value purchasing agreements with Medicare Advantage, Medicare Supplement, PDP, and ACA agency partners. - Structure and negotiate sophisticated performance contracts, including CPL (Cost Per Lead), CPA (Cost Per Acquisition), and inbound call-based models. - Uncover and capture emerging distribution opportunities within the Medicare and ACA ecosystems to stay ahead of market shifts and enrollment cycles. - Relationship Management & Brand Advocacy - Build and maintain executive-level relationships with agencies, call centers, aggregators, and carriers. Act as a trusted advisor on lead strategy and growth optimization. - Clearly articulate the "Healthcare.com Edge," including our proprietary consumer acquisition strategy, data-driven intent signals, and compliance-first marketing approach. - Represent Healthcare.com at industry conferences, carrier events, and networking forums to maintain high visibility and credibility. - Sales Leadership & Operations - Develop and execute a comprehensive sales strategy aligned with company-wide growth targets and $100M+ revenue scales. - Build, mentor, and lead a high-performing sales team, fostering a culture of accountability, deal-making expertise, and continuous improvement. - Partner with Marketing, Compliance, and Operations to ensure our traffic converts into scalable, compliant enrollment opportunities for our partners. Qualifications - 7–10+ years of sales leadership experience specifically within the Medicare and/or ACA markets. - Demonstrated success selling insurance leads, inbound calls, or performance marketing solutions (CPL/CPA models). - Extensive existing relationships with decision-makers at Medicare Advantage and ACA agencies, FMOs, and high-volume call centers. - Strong understanding of CMS regulations, TCPA considerations, and healthcare marketing compliance standards. Requirements - Exceptional negotiation skills with the ability to close complex, high-stakes deals with CEOs and high-level stakeholders. - Comfortable reviewing performance metrics, ROI reporting, and data-driven business models to prove value to partners. - Ability to pivot between high-level strategy and hands-on deal execution without losing momentum. - Elite written and verbal communication skills; ability to explain complex marketplace dynamics simply and persuasively. Preferred Qualifications - Experience working within a two-sided marketplace or lead-generation platform. - Background in digital performance marketing and consumer journey optimization. - Experience scaling sales operations driving revenue in the $50M–$250M+ range. Benefits - Opportunity to work from home - Excellent work environment - Medical, dental, and vision insurance - Up to 15 days of paid time off - 11 company observed holidays - 8 weeks of paid parental leave - 401k plan with company match - Life insurance - Professional growth opportunity - Inclusive company culture established by an incredible team!

• Own Level 3 support escalations across all regions, ensuring consistent and timely resolution of escalations beyond regional Level 2 capability. • Partner with Global Engineering (Level 4) on issues requiring code fixes, architecture changes, or release-based remediation. • Ensure disciplined escalation management aligned with the defined global support framework. • Monitor systemic patterns and recurring issues, escalating root-cause insights to Product and Engineering. • Maintain global visibility into platform health, product utilisation, escalation trends, and service quality metrics. • Lead delivery of high-complexity configurations and multi-system integrations. • Establish and maintain global configuration standards for complex implementations. • Support partner implementations, ensuring consistency in global platform setup and quality control. • Drive continuous improvement in support processes, documentation, and knowledge management. • Develop and maintain global training frameworks to ensure consistent onboarding and product adoption.

The Role The VP of Finance & Corporate Development is a strategic, execution-oriented leader responsible for overseeing Linktree’s global finance organization end-to-end. As a key member of the executive leadership team, you will steward the company’s financial strategy, operational rigor, and capital allocation initiatives as we scale our consumer and B2B SaaS business globally. You will lead and develop a high-performing team of 10+ across Strategic Finance (including FP&A) and FinOps (including Controllership, Accounting, Tax, Treasury, Payroll, AR/AP) along with primary responsibilities across Corporate Development and Investor Relations. This role requires a leader who combines analytical depth with strong business partnership – someone who can elevate financial discipline while enabling speed, innovation, and growth. You thrive in high-growth environments, bring deep expertise in subscription and consumer internet business models, and operate with both long-term strategic vision and hands-on ownership. What You'll Do - Strategic Finance & Corporate Planning: Own Linktree’s long-range financial model, annual operating plan, and rolling forecasts. Translate company strategy into clear financial targets and investment guardrails. Lead scenario modeling and sensitivity analysis to inform executive tradeoffs across growth, profitability, and capital efficiency. Serve as a strategic advisor to the CEO and executive team on business model evolution, pricing strategy, monetization, margin expansion, and global expansion initiatives. - FP&A & Business Partnership: Lead company-wide FP&A, including budgeting, forecasting, variance analysis, and KPI reporting. Partner cross-functionally with Product, Engineering, Marketing, Growth, Operations, and G&A leaders to evaluate ROI, optimize spend, and drive disciplined investment decisions. - Accounting, Controllership & Compliance: Oversee global accounting operations, financial reporting, tax, treasury, payroll, and AR/AP. Ensure strong internal controls, audit readiness, and regulatory compliance across jurisdictions. Critically, you will also drive process automation and systems improvements to increase reporting accuracy, reduce manual workflows, and enhance scalability. - Cash Management & Treasury: Own liquidity planning, cash flow forecasting, and capital structure strategy. Ensure disciplined management of cash, investments, and financial risk (including FX exposure, interest rates, etc.) - Corporate Development: Partner with executive leadership on M&A evaluation, strategic investments, and partnership economics. Lead financial diligence, valuation modeling, and integration planning for inorganic growth opportunities. - Investor Relations & Board Reporting: Partner closely with the CEO on investor engagement and Board communications. Prepare high-quality Board materials that synthesize financial performance, risks, opportunities, and forward outlook. Help shape Linktree’s external financial narrative with clarity and credibility. - Systems & Financial Transformation: Continuously improve financial systems, tooling, and data infrastructure. Leverage automation and AI-first processes to enhance reporting speed, forecasting accuracy, and decision support capabilities. - Team Leadership & Development: Lead, mentor, and scale a high-performing global finance team of 10+. Create clear ownership across functions while fostering collaboration, accountability, and high standards. Recruit and develop top-tier finance talent capable of supporting a rapidly evolving global organization. What You'll Bring - 12-15+ years of progressive finance experience, including early-career training in investment banking, venture capital, or private equity and subsequent senior leadership roles in strategic finance, FP&A, or controllership within high-growth SaaS, consumer internet, or technology companies. - Deep expertise in subscription business models or creator economy dynamics, and B2C SaaS metrics (ARR, retention, CAC/LTV, contribution margin, cohort analysis, etc.). - Strong command of accounting, internal controls, and financial reporting in global, multi-entity environments. - Proven experience leading end-to-end finance organizations, including accounting, tax, treasury, payroll, and AR/AP. - Demonstrated success in long-range planning, capital allocation, cash management, and Board-level reporting. - Experience supporting fundraising, investor relations, M&A, or capital markets initiatives strongly preferred. - Exceptional financial modeling and analytical skills; advanced proficiency in Excel / Google Sheets and familiarity with modern FP&A, ERP and BI systems (e.g., NetSuite, Hex/Looker, Ramp, etc.). - Outstanding executive communication skills, with the ability to translate complex financial insights into clear, actionable recommendations. - Entrepreneurial, ownership-driven mindset with a track record of operating effectively in fast-paced, high-growth environments. - Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA and/or MBA preferred. Linktree is committed to providing a fair and competitive compensation package including cash, equity, and benefits. The base salary offered for this role is targeted at $XXX-$XXX for roles based in San Francisco and Los Angeles. Final offers depend on multiple factors including location, experience, expertise, and role scope, and may vary from the range listed. P.S. If you don’t tick every box in this listing, please don’t rule yourself out. We take pride in inclusion and hiring incredible human beings with great potential over ticking boxes – so if this role resonates with you, hit that apply button! Our Story We’re on a mission to empower anyone to curate, grow, and monetize their digital universe. We created the “link in bio” category — and we’re just getting started. From creators, artists, and entrepreneurs to global brands, we’re redefining how people connect with their communities, showcase their content and promote products — all in one link. Today, a community of 70+ million use Linktree, including icons like Adidas, TikTok, the UN Environmental Program, The NFL, Manchester United, World Central Kitchen, Sabrina Carpenter, Olivia Rodrigo, and Selena Gomez. With 48,000 new accounts created every day, Linktree is the fastest-growing leader in our space. We’ve teamed up with some of the world’s biggest platforms including TikTok, Snap, YouTube, GoFundMe, Spotify, Google, Stripe, Reddit, Laylo, and Kajabi, to unify Linkers’ digital spaces, and we partner with retail brands Amazon, Nike, Nordstrom, Target, Sephora, Vuori, and more to share products they love. We’re a tight-knit, passionate team building best-in-class tools that make online presence simple, powerful, and yours. If you're excited by the idea of shaping a new category, setting the standard, and making space for everyone to be seen and succeed, we’d love to meet you. Where and How We Work We're a global, diverse team spread across continents with offices in London, Los Angeles, Melbourne, and San Francisco. We work together flexibly and you can choose the setup that works best for you: fully remote or a hybrid mix of office and home. We offer autonomy in how you structure your days and weeks. While we’re mindful of time zones and occasionally collaborate outside the typical 9–5, we lean into async work to keep things flowing. Our culture is family-friendly and Zoom-casual where kids, pets, and delivery drivers are welcome. How we’ll help you thrive Our approach to benefits considers the whole person and the unique contributions they bring to Linktree. We want the experience at Linktree to be one that enables people to truly thrive so we can Go Further Together (one of our values). Some ways we support you: - An annual wellbeing allowance to use on things like (but not limited to) fitness memberships, development courses, childcare, travel, charitable donations, pet insurance, home office set-up - the choice is yours! - 100% coverage (and 80% for your dependents) of your monthly premiums for medical, dental, vision, disability and life insurance for US-based employees. - Employer contribution towards your retirement. - Generous time off for vacation, holidays, parental leave, volunteer time, and other categories. - Employee stock option program - we want each and every employee to share in the company’s success. At Linktree, we believe in promoting a culture that celebrates unique backgrounds, talents, and experiences, and we’re proud to be an equal opportunity workplace. We are creating an inclusive workplace where every individual feels valued, respected, and has equal opportunities to thrive. We aim to foster a diverse and inclusive environment where all team members have a sense of belonging. Linktree welcomes all people regardless of sex, gender identity, race, ethnicity, disability, pregnancy, age, or other lived experience. If you require accommodations to fully participate in our opportunities, please don't hesitate to reach us at talent@linktr.ee – your needs are important to us.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. - Supported by an Advanced Planning Analyst - Support advanced planning client engagements throughout a geographic region - Primarily use video technology to function remotely - Meet clients and advisors in investor centers across the region - Collaborate within the Advanced Planning team both virtually and in-person - Travel is typically expected between 5% and 20% of the time - Remote role but requires residing within commuting distance to an Investor Center or Regional Center in the state of California Qualifications - Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP® - 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment - FINRA Series 7 and 66 obtained within 90-days of employment - Retirement, financial, investment, and insurance planning (required) - Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required) - Ability to create and review financial plans using tools such as eMoney - Experienced in working with business owners, start-ups/Pre IPO companies a plus - Works independently and able to lead an assigned territory to drive High Net Worth client engagements - Effectively coaches, develops, and applies junior team members - Thrives in a team environment to provide an exceptional client planning experience - Communicates complex subjects clearly and effectively - Emotional intelligence to successfully bond with and communicate with clients and their advisors - Possesses a solution-oriented, client-first work ethic - Works independently, balances tasks, and prioritizes work to maintain efficiency - Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes Benefits - Comprehensive health care coverage and emotional well-being support - Market-leading retirement - Generous paid time off and parental leave - Charitable giving employee match program - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Description The base salary range for this position is $150,000 - $165,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.