Earned Wealth

Revenue Operations

• Support lead research/enrichment, including managing outsourced research teams, developing lead scoring models and segmentation strategies to drive prioritization for sales and corporate development.
• Build sales sequences and automation strategies to increase outreach efficiency and conversion.
• Manage and optimize CRM and sales automation platforms.
• Collaborate with marketing, growth activation, and relationship management teams to activate growth initiatives and cross-selling.
• Own sales reporting/dashboards and funnel analytics across corporate development and sales. Maintain data integrity and reporting accuracy within CRM systems (e.g., Salesforce, HubSpot, Outreach.io) to track pipeline activity, conversion rates, and revenue performance.
• Analyze outreach, conversion, and team performance data to uncover opportunities for scalable improvements across sales and M&A sourcing strategies.
• Support sales forecasting.
• Partner with servicing teams to identify and leverage cross-servicing opportunities.

Revenue Operations Analyst

Security Engineer

• Lead and support SOC 2 Type I & II, SEC S-P, ISO 27001, and CCPA initiatives, including leading engagements with external firms and consultants as necessary.
• Maintain and enhance core security and compliance policies (WISP, CDISP, Access, Privacy, Intercompany Agreements).
• Inform and lead the implementation of data and other access permissions consistent with security and compliance policies in close partnership with engineering.
• Develop scalable, repeatable processes to unify acquired firms into Earned’s security and compliance program.
• Conduct risk assessments and maintain a shared risk register with remediation tracking.
• Support identity and access governance (MFA/SSO reviews, onboarding/offboarding, quarterly access reviews).
• Run vendor risk assessments for new and renewing vendors.
• Manage evidence collection, asset inventory, and security compliance platforms such as Vanta or Drata.
• Assist with incident documentation, timelines, and corrective actions.

Information Security Lead

• Prepare and analyze client financial statements.
• Client tax onboarding.
• Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents prepared both internally and provided to us by clients.
• Meeting preparation for client meetings along with subsequent follow-up items.
• Prepare client tax projections for estimated tax payments and future tax liabilities.
• Prepare tax notice resolution package.
• Prepare government audit responses.
• Consistently remain alert to client satisfaction, address client needs, with timely follow-up and communicate appropriate information to engagement advisors and personnel.
• Possess excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks.
• Thrive in a high performing, fast-paced environment, maintaining composure and focus under pressure and deadlines.
• Be detail-oriented and flexible to learn.
• Strong collaboration skills.

Senior Tax Associate

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Oversee client tax onboarding.
• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.
• Manage the client relationship (i.e.: running meetings and correspondence).
• Oversee semi-annual client meetings for financial review and tax planning.
• Responsible for preparation for meetings and any follow-ups that result.
• Oversee client’s strategic planning activities.
• Oversee preparation and analysis of dental practice buyer financial due diligence.
• Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.
• Oversee tax notice resolutions.
• Oversee government audits.
• Monitors and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.
• Research and answer client’s accounting and tax questions.
• Stay up to date and research new tax laws and prepare internal educational materials.
• Consistently remains alert to client satisfaction, address client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
• Build and maintain successful relationships with clients, their personnel and our staff.
• Model excellent performance and approach to their work and have the ability to train others in areas of expertise.
• May manage tax employees; formally or informally.

Tax Manager – Senior Tax Manager

Payroll

• Manage a department processing third party administrator payroll for a high volume of clients including individuals, practices, LLCs, and S Corps.
• Oversee daily payroll workflows ensuring accuracy, timeliness, and quality.
• Lead, mentor, and develop payroll team through performance management, training, and regular feedback.
• Provide support by covering processor duties during absences or high-volume periods.
• Manage workload distribution for equitable client assignments among team members
• Supervise payroll processing for all client accounts, ensuring compliance with company policies and regulatory standards.
• Manage quarterly and annual payroll tax filings, including W-2 generation and year-end reconciliations.
• Investigate and resolve tax filing discrepancies, IRS and state payroll notices, and other compliance issues.
• Stay current on evolving federal, state, and local payroll laws and regulations to ensure continued compliance and process updates.
• Oversee payroll policies and procedures, identifying opportunities for improvement and automation.
• Lead new client sales/onboarding, ensuring a smooth transition from sales to service, including intake, demo, and education.
• Serve as the primary escalation point for complex client issues, ensuring prompt and professional resolution.
• Promote and support additional value-added services to clients.
• Track departmental performance metrics, deadlines, and accuracy goals.
• Identify and implement process improvements to enhance team productivity and client experience.

Client Payroll Manager

Controller

• Oversee company accounting operations including general ledger, field accounting, accounting policy, acquisition integration, and internal/external reporting
• Lead timely and accurate monthly, quarterly, and annual financial close processes
• Prepare internal and external financial statements in accordance with GAAP
• Ensure compliance with regulatory, tax, and financial reporting requirements
• Manage relationships with external auditors and coordinate annual financial audits
• Design and implement effective internal controls to safeguard company assets and ensure compliance
• Partner with the CFO and executive team to provide financial insights and support strategic decision-making
• Develop and maintain accounting policies, procedures, and documentation
• Supervise, mentor, and develop the accounting team
• Oversee consolidation of multiple business units and/or subsidiaries
• Participate in due diligence and integration for M&A activity
• Manage the company’s ERP and financial reporting systems; drive automation and process improvements

Corporate Controller

Salesforce Developer

• Own the end to end architecture of our Salesforce platform and integrated GTM systems
• Design, build, and maintain scalable solutions across Sales Cloud, Marketing Cloud, and Service Cloud
• Collaborate cross-functionally with Sales, Marketing, Customer Success, Finance, and Product to align systems with business objectives
• Lead the integration and optimization of tools such as HubSpot, Outreach, LeanData, CPQ platforms, and DocuSign
• Ensure secure and reliable Salesforce API integrations (REST, SOAP, Bulk API) and manage middleware as needed
• Build automation and scripting solutions to improve performance and reduce manual work
• Evaluate and improve system architecture for scalability, performance, and maintainability
• Manage third-party vendors and consultants supporting implementation and ongoing system administration
• Stay current with Salesforce ecosystem developments and proactively recommend