ACA Group

Sales Engineer

• Responsible for organizing, planning, directing, and coordinating all aspects of the pre-sale engagement with prospects.
• Assist in driving new business from prospective and existing customer accounts and meeting and/or exceeding all sales quotas to achieve revenue goals.
• Understand the competitive landscape and key differentiators of the ACA products/offerings.
• Constantly remain up to speed with respect to all current developments and enhancements.
• Prepare and deliver high quality, technical software demonstrations, live or remotely, to professionals from leading firms.
• Display strong technical acumen with an ability to confer with customers and assess their requirements.
• Take a consultative approach to identify customer pain points and help clients solve their problems using Alpha.
• Effectively handle potential client objections and be able to adapt the demonstration of functional product capabilities to meet clients’ needs.
• Build trusted relationships with key client stakeholders from procurement through delivery by demonstrating the benefits and value proposition.
• Build trusted relationships internally with ACA consultants, sales team members, and product team members.

Sales Engineer I

Consultant

• Own the overall experience, health, and growth of assigned client relationships
• Oversee client relationships, including onboarding new clients, setting scope and workflow expectations, communicating findings, tracking budgets, reviewing invoices, answering questions, and ensuring client expectations and contractual obligations are met
• Manage client quotas and be accountable for client deliverables
• Support day-to-day expert network chaperoning operations
• Partner closely with expert networks as well as clients to ensure smooth execution and collaboration
• Ensure the expert network chaperoning business remains sustainable, scalable, and aligned with client expectations
• Work cross functionally across the Research Compliance Solutions team, including collaborating directly with the Encore and Call Compliance teams
• Develop a deep understanding of all aspects of the Research Compliance Solutions business and Managed Services offerings
• Identify opportunities for client growth or expanded support across other Managed Services delivery teams
• Support and/or lead managed services projects with other supervisors, relationship managers, account owners, and project leads
• Train new staff on regulations, policies, and procedures in one-on-one and small group settings
• Participate in training and career development via assigned courses/curriculums, supervisor instruction, and other training opportunities

Consultant, Expert Network Chaperoning

Accounts Receivable

• Lead and manage the day-to-day operations of the billing and collection function, overseeing a team of 25-30 billing and collection analysts who create and process on average, 1,800 invoices per month, to ensure accurate, timely, and compliant invoicing and cash collection.
• Ensure billing activities are executed in accordance with client contract terms and company policies; identify, investigate, and resolve billing discrepancies in collaboration with internal stakeholders.
• Oversee follow-up on outstanding invoices, proactively identifying at-risk or problem accounts and partnering with leadership and account teams to drive timely resolution.
• Review and monitor daily and weekly operational reports to ensure billing workflows, approvals, and collection activities move through established processes.
• Monitor AR aging reports and prioritize collection efforts accordingly.
• Develop, implement, and continuously refine collection strategies to maximize payment recovery while maintaining positive client relationships.
• Review of customer accounts on a periodic basis including performance of customer reconciliations.
• Build and maintain effective working relationships with ACA account owners and other customer facing personnel responsible for invoicing approval and payment.
• Establish, document, and enforce workflow policies and standard operating procedures (SOP’s) to ensure consistency and compliance across the team.
• Identify operational efficiencies and collaborate with other finance and operational teams including project setup, cash applications, and tech support to implement process and system improvements.
• Participate in cross-functional initiatives, including the testing and rollout of the companywide Quote to Cash initiative set to launch in Q4 2026.
• Support internal and external audits by providing detailed reporting on billing activities, analysis, and supporting documentation.
• Lead, train, and motivate the team, providing guidance on best practices and performance expectations.

Director, Accounts Receivable

Application Engineer

• conduct analysis, troubleshooting, and diagnosis of incidents related to brokerage account connections
• validate system-generated outcomes against clients' expected data
• manage cases comprehensively, including logging, monitoring, updating, prioritizing, and resolving calls, emails, and indirect inquiries promptly
• capable of fixes, code enhancements, and optimization, with minimal assistance
• collaborate with developers and product owners to determine corrective actions or feasible workarounds for incident resolution
• assist clients in establishing connections for brokerage accounts
• offer recommendations to key stakeholders and leadership, leveraging insights to advocate for both internal and external users
• demonstrate proficiency in meeting deadlines, delivering exceptional support, and producing progress reports and documentation of client responses

Application Support Engineer

QA Engineer

• Develop an automation-first testing strategy for functional, performance, and regression testing.
• Architect and develop reusable and scalable multi-layer automation frameworks for UI, API, and database automated test scripts that cover the functional areas of our application suite.
• Guide other test automators embedded in cross-functional development teams, to create scripts and provide faster, scalable, and more comprehensive test coverage.
• Organize and direct team meetings to ensure automation efforts are on track.
• Advocate for automation and quality best practices.
• Review requirements stated in product backlog and assign to each sprint as needed.
• Partner with product, engineering, and IT personnel to align long term solution roadmap with quality assurance efforts.
• Analyze root cause of failing test automation test scripts and fix.
• Lead collaboration with software developers as needed to identify root cause of product defects and resolve problems.
• Align strategies with organizational goals and report progress to the product owner.

Quality Assurance Engineer

• Develop an automation-first testing strategy for functional, performance, and regression testing
• Architect and develop reusable and scalable multi-layer automation frameworks for UI, API, and database automated test scripts that cover the functional areas of our application suite
• Guide other test automators embedded in cross-functional development teams, to create scripts and provide faster, scalable, and more comprehensive test coverage
• Organize and direct team meetings to ensure automation efforts are on track
• Always be the advocate for automation and quality best practices
• Review requirements stated in product backlog and assign to each sprint as needed
• Partner with product, engineering, and IT personnel to align long term solution roadmap with quality assurance efforts
• Analyze root cause of failing test automation test scripts and fix
• Lead the collaboration with software developers as needed to identify root cause of product defects and resolve problems
• Align strategies with organizational goals and report progress to the product owner

Senior Quality Assurance Engineer

Manager

• Manage the assignment of PMO Project Managers and Delivery resources to active and upcoming projects based on resource availability, skills, and project timelines
• Collaborate with PMO Project Managers to identify resources required for upcoming tasks by reviewing and fulfilling resource requests
• Ensure Delivery resources are timely and accurately inputting and updating their skills and certifications in-system
• Maintain the matrix of skills and certifications needed by Delivery resources to deliver projects and ensure all resources are keeping their skills up-to-date at least quarterly via skills reporting and dashboards
• Partner with Sales, Order Management, PMO Project Managers, and Services leadership to forecast resource needs for upcoming projects
• Review and fulfill resource requests and communicate gaps in resource availability or skill sets to the RMO Director and other key stakeholders
• Assist in refining resource management processes and contribute to updates in standard operating procedures (SOPs)
• Support the adoption and effective use of resource management tools and technology
• Address and resolve resource allocation conflicts, escalating complex issues to the RMO Director when necessary
• Ensure accurate and timely updates to project and resource data impacting resource management
• Monitor resources and project data to ensure accurate reporting

Resource Manager

Compliance

• Support Operations teams as needed on assigned tasks, reporting, and compliance activities
• Maintain database of agreements in contract management system and assist with other contract related projects
• Assist with production and quality review of board reports for legal underwriting clients
• Liaise with various Operations teams dependent on assignments
• Work under pressure and time constraints to ensure deadlines are met
• Perform other ad-hoc work and special projects as necessary to support ACA Foreside’s various client and internal initiatives

Compliance Analyst, Distribution

Accountant

• Perform and/or review calculations of revenue monthly
• Perform project-level and client-level reconciliations of information between the contracts, billings, and revenue
• Revenue analytics supporting the revenue assurance function
• Liaising with project managers and other business leaders as needed
• Performance of revenue controls
• Assist with requests for annual audit as it relates to revenue
• Assist with the monitoring and analysis of the company’s accounting processes for revenue
• Develop, implement, and maintain revenue accounting policies and procedures

Senior Revenue Accountant

Product Manager

• Own the Product roadmap and backlog for platforms and how they fit together
• Gather customer, business, and technical requirements and filter them down into backlogs
• Facilitate backlog refinement sessions
• Influence vendor roadmaps
• Guide people and process discussions with financial/sales operations
• Ensure solutions meet current customer need
• Daily representation of the customer or end user in the scrum team to clarify questions on backlog items.
• Create mockups and prototypes to support roadmap direction
• Track metrics for measurement of business outcomes gained from implemented solutions

Product Owner – Enterprise Solutions

Operations

• Evaluation of support tickets – deciding is this a people, process, or system issue
• Prioritization – working with affected users and the Enterprise Systems team to determine the severity of issues
• Routing – place the issue in the hands of the ultimate resolver as efficiently as possible
• Communication – affected users are well, affected. You bring peace, calm, and confidence in communication to them about resolution
• Resolution – you actively resolve issues yourself when you can
• Knowledge Base Management – you codify what you learn for everyone’s benefit
• Incident Bridge Management – hopefully we never have a big issue, but if we do, you run the incident
• Root Cause Analysis creation – you coordinate and author and present RCA’s when required
• Track metrics for measurement of business outcomes gained from implemented solutions

Support Operations Specialist

Administrative Assistant

• Run predefined queries and reports to identify documentation requiring updates
• Format, compile, and publish release notes using established templates and standards
• Complete quarterly and recurring updates to list-based and reference documentation
• Ensure content adheres to documentation standards, style guides, and formatting requirements
• Track documentation updates and maintain change records and checklists
• Collaborate with technical writers, product teams, and SMEs to gather required update inputs
• Follow established documentation workflows and suggest process improvements to increase efficiency and quality

Administrative Coordinator

Financial Crime

• Assist with ACA service offerings including, but not limited to: Regulatory filings, Expert network chaperoning, Anti-money laundering support, Electronic communication review, Code of ethics and personal trading reviews, Marketing review
• Analyze clients’ books and records for potential regulatory issues
• Interpret complicated and nuanced documents to identify potential regulatory risks
• Assist with the planning of upcoming reviews, including participating in calls with clients, reviewing client policies and procedures, and working with supervisors to understand project scope and applicable regulatory risks
• Draft reports for clients summarizing ACA’s review and any findings from such reviews
• Assist with oversight of certain managed services client engagements to ensure contractual obligations are met
• Participate in training and career development via assigned courses/curriculums, supervisor instruction, and other training opportunities
• Maintain internal knowledge resources
• Perform other ad-hoc work/special projects as necessary to support ACA’s various client and internal initiatives including, but not limited to: Analyst training, Public speaking engagements, Attend conferences and roundtable events, Onsite client engagements

Senior Compliance Analyst, Anti-Money Laundering

• Lead and supervise RMO Resource Managers, including performance management, hiring recommendations, and professional development.
• Oversee allocation of PMO Project Managers and Delivery resources to ensure balanced workloads across projects.
• Review and approve fulfillment of resource requests, ensuring prioritization based on strategic demand.
• Ensure team maintains accurate skills matrices, certifications, and availability data in Certinia (PSA).
• Collaborate with Sales, PMO, and Delivery leadership to forecast future resource demand and capacity.
• Resolve escalated conflicts related to staffing, skill gaps, or capacity limitations.
• Improve and enforce RMO standard operating procedures and governance.
• Drive adoption and consistent use of resource management tools and analytics dashboards.
• Provide insights and reporting to leadership on resource utilization, capacity trends, and risks.

RMO Resource Manager – Lead

• Support day-to-day execution of a centralized AML/KYC onboarding and ongoing due-diligence model for Luxembourg-domiciled funds
• Validate KYC documentation
• Prepare names to be screened
• Assess baseline risk
• Complete CDD tasks
• Maintain evidence repositories
• Review KYC documentation for investor onboarding and periodic refreshes
• Conduct sanctions, PEP, and adverse media screening
• Document dispositions following defined standards
• Execute investor risk scoring using the prescribed methodology
• Perform baseline UBO/control checks and support ownership tree documentation
• Support CDD tasks and contribute to EDD analysis under senior oversight
• Ensure all KYC evidence is complete, version-controlled, and properly archived in the approved repository
• Maintain logs such as intake completeness, clock-stops, exceptions, and follow-up tracking
• Address QC/QA feedback and defects and ensure rework is completed within agreed timelines
• Provide data inputs for SLA/KPI reporting
• Support lookbacks and remediation activities as assigned
• Coordinate with client-facing teams on KYC requests, investor outreach, and missing documentation
• Work closely with Senior Analysts to prepare escalations and EDD materials
• Participate in structured training programs and maintain required compliance proficiency