Information Technology And Management Jobs in Bothell King County, WA

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills

• At least 2 years in a financial advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Investment and insurance products are:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

City of Kirkland

$94,003.41 - $110,585.91 Annually

Kirkland, WA

Full-Time

202100748

Finance & Admin. - Financial Planning

03/02/2026

Exempt

AFSCME

The City of Kirkland's Finance & Administration Department is seeking to hire a Budget Analyst!

Why Kirkland?

Ranked as one of the most livable cities in America, Kirkland is an attractive and inviting place to live, work, and visit. We have big city vision while maintaining a small-town, community feel. If you are a candidate with the desire to join an organization looking to innovate into the future, the City of Kirkland is the place for you!

If you ask our employees why they love where they work, they will tell you about the great people, work environment, supportive leadership and City Council, and fearless innovation.

We also invest in you!

Competitive Wages: We strive to maintain competitive compensation packages and work to provide wages that meet the knowledge, skills, and abilities of our employees.

Awesome benefits: The City offers benefits that are unmatched by most other employers. Please click on the benefits tab above to view more details.

Childcare Programs: To help address the challenge of reliable childcare, the City of Kirkland has agreements with two local childcare providers that offer discounted rates for our employees at 10 locations within 20 miles of Kirkland. Learn more!

Training and Career Development: The City of Kirkland believes in developing it's employees. You will have access to training opportunities designed for career development and advancement based on your position, skills, and interests.

• Performs a variety of research and analysis of budgetary issues and prepares reports of findings and recommendations.
• Provides technical assistance and training to departments concerning budget and accounting issues.
• Conducts ongoing monitoring of City revenues and expenditures and provides analysis of trends, culminating in periodic reports on City's financial performance and annual report on City's financial condition.
• Provides support during City-wide budget process by assisting in development and balancing of the City budget. Develops customized budget-related reports. Prepares and provides budget preparation training to City staff. Reviews departmental budget materials for completeness, accuracy, and reasonableness. Works with a variety of departmental staff, including departmental budget coordinators, division managers, and department directors to acquire needed information. Prepares annual budget for selected funds as assigned. Participates in budget review meetings with the City Manager and City Council. Assists in preparation of preliminary and final budget documents.
• Produces monthly sales tax trend analysis reports for City Council and city management.
• Assists in development of the six-year capital improvement program. Reviews departmental materials for accuracy, completeness, and consistency. Assists in production of preliminary and final CIP documents.
• Conducts special studies and analyses pertaining to a wide variety of issues.
• Conducts a variety of budget analysis projects and reconciliation of accounts. Monitors assigned revenue and expenditure accounts and prepares correcting journal entries if needed. Prepares reports of findings and recommendations for corrective action. Assembles revenue and expenditures data and analyzes trends.
• Develops and maintains Information Technology, Public Works, and Development Services rate models and other cost allocation modes as assigned.
• Assists Senior Financial Analyst in gathering data for the City-wide indirect cost allocation model.
• Assists in preparation of the City's comprehensive annual financial report.
• Fosters a positive and supportive work environment; promotes diversity, equity, inclusion, and belonging in the workplace, contributing to an environment of respectful living and working in a multicultural society.

• Serves as departmental representative on ad hoc task forces and committees dealing with a wide variety of internal issues.
• Other projects and duties as may be assigned by the Director or Financial Planning Manager.
• Performs functions as assigned in the City's emergency response plan in the event of an emergency.

• Thorough knowledge of financial management principles and municipal budgeting practices. Knowledge of a variety of analytical techniques.
• Knowledge of governmental fund accounting principles and practices and financial reporting standards.
• Advanced skill in the use of spreadsheet software and related graphics capabilities. Ability to develop charts, graphs, and other explanatory materials as needed. Knowledge of database and report-writing software.
• Ability to learn and effectively use financial software and enterprise resource planning (ERP) systems.
• Ability to maintain confidentiality and routinely handle sensitive department materials.
• Ability to establish and maintain effective working relationships with a variety of staff. Ability to tactfully and effectively assure timely flow of department materials.
• Ability to communicate complex financial information verbally and in writing and to support presentations with graphs and charts.
• Ability to prioritize tasks, elicit cooperation, resolve conflicts and coordinate a diverse group of individuals.

Minimum Qualifications:

• Education: Bachelor's Degree in Accounting, Business Administration, Public Policy, Public Administration, or related field.
• Experience: 2 years professional level experience in budget, finance, or accounting preferably in a municipal setting.
• Or: In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individual's knowledge, skill, and ability to proficiently perform the essential duties and responsibilities listed above.

Physical Demands and Working Environment:

• Work is conducted in a typical office setting. Position typically requires extended periods of sitting while performing keyboard operations.
• Due to the demands of budget deadlines, occasional evening or weekend work is required.
• Attendance at Council meetings is occasionally required; meetings are held in the evenings or outside normal office hours.

Selection Process

Position requires a resume and cover letter for consideration of application. Please note how you meet minimum qualifications within the cover letter. Applicants who are selected for next steps in the hiring process will be invited by phone or e-mail. Candidates are encouraged to apply at the earliest possible date as screening, interviewing, and hiring decisions will be made through the recruitment period, until such time as the vacancy is filled.

The City of Kirkland is a welcoming community where every person can thrive and grow. We value diversity, inclusion, belonging, and work together to support our community. We do this by solving problems, focusing on the customer, and respecting all people who come into the City whether to visit, live, or work. As an Equal Opportunity Employer, we are committed to creating a workforce that does not discriminate on the basis of race, sex, age, color, sexual orientation, religion, national origin, marital status, genetic information, veteran status, disability, or any other basis prohibited by federal, state or local law. We encourage qualified applicants of all backgrounds and identities to apply to our job postings. Persons with a disability who need reasonable accommodations in the application or testing process, or those needing this announcement in an alternative format, may call or Telecommunications Device for the Deaf 711.

12-Month W2 Contract (No Visa Sponsorship/No Student Sponsorship/No C2C)

Onsite daily in Bellevue, WA

Pay up to $38.50/hr. (No PTO and No Paid Holidays)

The ideal candidate will have a solid background supporting both Mac and Windows enterprise environments (over 500 end users), with a stronger emphasis on Mac. Experience supporting SaaS applications such as Okta, Slack, Google Workspace, Github, Gitlab administration, GenAI LLM platform administration are needed. White-glove support supporting VIPs/executives is highly preferred.

The IT Service Desk Technician provides basic technical assistance and support to internal end users as well as augments the IT Service Desk Team by performing repetitive tasks and functions, such as imagining hardware, swapping devices, and counting IT hardware inventory.

Responsibilities:

• Be the face of IT to corporate employees in the respective office location.
• Ensure that the physical IT technology in the office is operational (e.g. AV rooms, wifi, badge readers, cameras, etc).
• Oversee the suite of collaboration tooling in use and ensure end users have great experiences using the tools provided.
• Work to improve the procurement and asset management practices for IT hardware and software.
• Be responsible for the physical inventory of computer assets, and ensure the local equipment is tracked efficiently and securely.
• Work with Finance and IT leadership to manage budgets and costs for IT spend.
• Work with the broader IT team to provide training, documentation, and learning opportunities to peers and IT staff on support processes and techniques.
• Execute standard Onboarding & Offboarding processes for employees joining and leaving the company.
• Engage directly with employees and internal users who are experiencing IT related service issues. Resolve incidents such as network access, hardware break/fix, and software related problems as well as execution of defined service requests (e.g., installing licensed software, provisioning user access to software applications).
• Use defined escalation processes to escalate support issues that require staff with specialized skills or higher-level administrative permissions to resolve.
• Utilize standard operation procedures (SOPs) to perform routine tasks and work with engineering teams to define new SOPs for common support functions.
• Participate in after-hours, on-call support rotation.

Required Skills:

• 3+ years of IT end user support experience in a Mac focused environment (80% Mac/20% Windows)
• Prior experience providing Desktop Support at Tier 2 levels as well as being in an active member of an on-call support rotation.
• Experience using desktop imagining and MDM tools, such as Intune, SmartImager, Imperious, and SmartDeploy.
• Thorough knowledge of PC hardware, PDA devices, desktop software, Windows 10 and 11, O365, anti-virus, internet browsers, and network connectivity.
• Hands-on experience working with and updating support tickets in a ticket management platform such as ServiceNow, Zendesk, or Jira.
• Customer focused approach to delivering excellent service and support to internal customers.

The estimated pay range for this position is USD $35.00/Hr. - USD $38.50/Hr.

Exact compensation and offers of employment are dependent on job-related knowledge, skills, experience, licenses or certifications, and location. We also offer comprehensive benefits. The Talent Acquisition Partner can share more details about compensation or benefits for the role during the interview process.

Job Title: Technical Program Manager

Location: Redmond, WA

Duration: 12 Months

Must-Have Skills

• Experience in effective project management working with vendors.
• Working with flexes, Bridget boards, design phase to OK2fab.
• Knowledge of program issue/ bug tracking and risk management.

Nice-to-have Skills

• Mandarin speaking candidates
• Direct experience in creating field matrixes with multiple configurations

Responsibilities:

• Work closely with across engineering, product management, architecture, industrial design, operations and other teams, driving and tracking the investigation, definition and delivery of next generation products.
• Create development, delivery and qualification strategies and schedules based on system and EE boards and flexes requirements, technical challenges, lead times and business needs.
• Manage communication within and between internal engineering and external vendor teams.
• Work with teams to set milestones, communicate program status and identify/ address potential setbacks.
• Drive engineering teams to bring technical issues to closure.
• Work cross-functionally to develop best practices and technology development processes in a quickly changing and dynamic environment to ensure on time delivery.
• Manage engineering builds from early prototyping through qualification builds.
• Ensure program documents are complete, current and available for staff and leadership review.
• Contribute to resource planning and budget management to ensure program success.
• Up to 20% travel domestically and internationally based on program needs.

UW Medicine's mission is to improve the health of the public by advancing medical knowledge, providing outstanding primary and specialty care to the people of the region, and preparing tomorrow's physicians, scientists and other health professionals.

Become part of our team, and join our mission to make life healthier for everyone in our community.

The Health System Project Manager will serve as a critical resource in supporting, managing and driving strategic projects and initiatives across the enterprise. The incumbent will support executive management in executing business/operational strategies. The Health System Project Manager will be part of a new group responsible for creating a Health System Project Management Office (HSPMO) function at UW Medicine.

This position is highly visible, requiring a high level of professionalism, confidentiality, knowledge of the programs and projects at UW Medicine, attention to detail, and the ability to quickly build and maintain positive relationships with key leaders and managers across the health system and associated organizations. A strong blend of technical/process redesign skills and leadership, interpersonal, and communication skills is essential for success in this role.

The Health System Project Manager needs to have depth of expertise and an ability to navigate and work on behalf of the enterprise UW Medicine system. They will be essential for UW Medicine to achieve its mission to improve the health of the public.

Duties include but are not limited to:

• Lead and oversee the Clinical Strategic Planning efforts and Clinical Strategic Growth Programs
• Integrate the Clinical Strategic Planning efforts into the existing Strategic Planning Department
• Provides project management for development/implementation of key initiatives and enterprise critical projects. Monitors and manages key deliverables of the associated initiatives.
• Interacts closely with leaders to carry out key projects and works directly with stakeholders across the system to drive successful completion of tactical and strategic initiatives.
• Builds strong cross-functional relationships with internal departments to implement business/operational strategies.
• Consults with and influences senior management at various levels in and across a wide variety of functions.
• Advises and makes recommendations to leaders on key strategic and tactical decisions.
• Provides support for financial, sales and operation reporting and analysis.
• Lead change and execute on business objectives through oversight and management of key stakeholders and owners.
• Lead optimal utilization of the PPM solution by executive consumers and senior leadership and other project management (PM) functions across the enterprise.
• Collaborates closely with the EPM Analyst and other shared service teams (e.g., UW Medicine Finance, UW Medicine IT Services) on reporting solutions.

Required:

• Master's degree in Business Administration (MBA), Health Administration (MHA), or related field of study.
• At least 7 years of demonstrated success/results in a consulting capacity (e.g., having overseen and managed multiple projects).
• Demonstrated ability to influence leaders, employees and teams to work toward deploying a different future state:
  • Strong executive presence including communication and presentation skills with a high degree of comfort to large and small audiences.
  • Demonstrated strength in data-based decision-making, analysis, influencing and storytelling.
  • Experience in planning and managing cross-functional efforts.
  • Experience generating business documentation such as building business cases, identifying personas, defining scenarios, narratives, and process flows.
  • Proven experience motivating high-performing individuals; creating inclusive and collaborative team environment.
  • Regardless of the venue (in-person, phone, or email/text), have the ability to behave as a consummate diplomat - demonstrating professional and patient demeanor in challenging situations.
  • Strong communications both verbal and written in all settings.
  • High levels of competency with: PowerPoint, Visio, Excel, and Data visualization software (e.g. Tableau).
• An equivalent combination of education and experience may substitute for stated requirements.

Desired:

• Lean/Six Sigma & PMP Certifications

PART-TIME POSITION AVAILABLE

Title: Executive Assistant 

Reports to: Executive Director

Hours: 20 Hours Per Week

Compensation: $26.50/hour Hybrid: Work from Home (attend weekly in-person meetings) 

Bellevue LifeSpring is looking for a detail-oriented, organized individual who enjoys administrative tasks, is collaborative, and likes working with a team. Must be passionate about our mission to support children in need in the Bellevue community, be able to stay calm under pressure, and enjoy working with a wide range of personality types. 

You will report directly to the Executive Director and work closely with the entire Bellevue LifeSpring team and Board of Directors. Your primary responsibilities will be supporting the Executive Director with calendar support, meeting management, and support with Board of Directors activities and meetings. If you enjoy working in a fast-paced environment and multitasking across diverse projects, you’ll fit right in with our team. We are also motivated and like to have fun.

The Executive Assistant is responsible for providing administrative support across the organization. In other words, you help keep our ship sailing! You will never be bored! As one of the members of a close-knit team, each day will present new challenges, and your individual input will be valued and appreciated.

POSITION DUTIES

Executive Director and Board Support (60%)

• General administrative support, including scheduling appointments and meetings, providing meeting support by distributing meeting materials, compiling attendance, finalizing AI meeting minutes, and supporting the work of management staff.
• Provide support for Board and Board Committees, including annual retreat scheduling, agenda and meeting material preparation, and tracking expenses.
• Coordinate all Director and staff meeting agendas and retreats, assisting with logistics, materials preparation, and hospitality.
• Reconcile monthly mileage and expense receipts and submit to the Finance Specialist.
• Keep trusted information confidential. 

Operations and Information Technology (30%)

• Oversee office operations, maintenance, and space planning.
• Manage IT needs and coordinate with outsourced IT support.
• Employee onboarding logistics and technology support.
• Provide support for office logistics, including monitoring supplies, streamlining processes and workflow, and development/maintenance of policies and procedures.
• Maintain and update documents and electronic files. 

Other duties as required or assigned (10%) 

Required Qualifications

• 3-5 years of experience with increasing responsibility in operations, administrative, or office management.
• High level of proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, etc.) and utilization of AI tools.
• Proficiency with CRM tools (Donor Perfect Online and/or Greater Giving experience is a plus)
• Ability to adopt and use technology tools (i.e., Smartsheet, Zoom, etc.).
• Excellent phone, written, and verbal communication skills.
• Exceptional organizational skills, attention to detail, and ability to prioritize and manage multiple projects simultaneously.
• Demonstrated customer service mentality and ability to maintain composure under pressure.
• Ability to work independently and as part of a team.
• Must pass a background and credit check.
• Must have a valid Washington State driver's license with automobile insurance and have access to reliable transportation to attend meetings.
• Must be able to stand for periods of time and lift up to 20 lbs. 

Preferred Qualifications 

• Nonprofit experience.
• Experience supporting a Board of Directors.
• The ability to speak Spanish is a bonus, but not a requirement.

What We Offer

• Part-time, hourly position with eligibility for overtime during events.
• Sick leave accrued at a rate of .025 per hour worked. Begins accruing on the first date of your employment, and it is available to use as accrued.
• Working remotely from home. We will provide you with the equipment you need to perform your job. This position does require attendance at occasional in-person staff meetings and events.  

About Us

Bellevue LifeSpring aims to break the cycle of poverty for children and students in our community and provide them with the resources they need to reach stability. We envision a Bellevue where the basic needs of all children are met so they can focus in the classroom, succeed in their education, and thrive. We are managed by a 15-member Board of Directors and supported by hundreds of energetic and committed volunteers. 

Bellevue LifeSpring is committed to fostering a culture of equity, inclusion, and belonging. Bellevue LifeSpring is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request a reasonable accommodation, please email

Sound interesting? To apply to join our team, submit a cover letter and resume to Applications without a cover letter will not be accepted. 

Agility Partners is seeking a qualified Executive Administrative Partner to fill an open position with a Fortune 15 company based in the greater Seattle area. This role supports a senior production leader responsible for delivering one of the most iconic franchises in gaming, spanning cinematic campaigns, multiplayer experiences, and live service operations for global audiences.

The position plays a critical role in maintaining production clarity, milestone alignment, and operational coordination across creative, engineering, and production teams. This is an exciting opportunity for an experienced administrative professional who thrives in fast-paced environments and enjoys working at the center of high-impact creative and technical initiatives.

This role will be a W2 Contract Role: 100% on-site in Redmond, WA.

Responsibilities:

• Manage and optimize executive calendar planning around key production milestones, sprint reviews, cross-team syncs, and partner engagements.
• Support milestone reviews and executive meetings by organizing materials, tracking action items, and ensuring decisions and follow-ups are documented.
• Coordinate cross-functional activities with production, engineering, creative, and operations teams to maintain alignment across workstreams.
• Oversee operational logistics including travel coordination, distribution list management, onboarding support, offsite planning, and executive event coordination.

Qualifications:

• 5–8+ years of experience supporting Director or Senior Director-level leaders in complex organizational environments.
• Strong experience with Microsoft tools including MSExpense, Employee Central, SharePoint, MSTravel, and Microsoft 365.
• Proven experience managing complex executive calendars and coordinating milestone-based workstreams.
• Experience supporting project planning, event planning, space management, and onboarding/offboarding processes.
• Strong organizational and prioritization skills with the ability to operate independently in ambiguous and deadline-driven environments.
• High level of professionalism, confidentiality, and emotional intelligence when working with senior leadership and cross-functional teams.
• Experience working in gaming, technology, film production, or live service environments preferred; familiarity with tools such as Jira is a plus.

Role: Oracle EBS Functional Consultant (Finance modules)

Term: Fulltime-Permanent

Location: Redmond, WA (Onsite)

You will join the Enterprise Applications Finance Systems team, responsible for supporting and enhancing Oracle E-Business Suite (EBS) Finance solutions that power critical financial operations across the organization. The team partners closely with Finance, Accounting, and IT teams to ensure reliable system performance, strong financial controls, and efficient business processes across the Order-to-Cash (O2C) and Procure-to-Pay (P2P) cycles.

Working within a collaborative environment, the team focuses on optimizing Oracle EBS R12 functionality, improving financial reporting accuracy, and enabling smooth period-close operations through well-designed system configurations and integrations.

As an Oracle EBS Functional Consultant, you will serve as a key functional expert supporting and enhancing the Oracle EBS Finance platform. You will work closely with finance stakeholders and technical teams to design, configure, and optimize financial modules to support business operations and reporting requirements.

Key responsibilities include:

• Provide functional expertise across Oracle EBS Finance modules including General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets (FA), Cash Management (CM), and Subledger Accounting (SLA).
• Analyze and support core financial processes such as period close, Procure-to-Pay (P2P), and Order-to-Cash (O2C) workflows.
• Configure Oracle EBS modules, define system parameters, and document solutions through functional design documents such as MD50 and BR100.
• Partner with technical teams to translate business requirements into system configurations and enhancements.
• Support System Integration Testing (SIT) and User Acceptance Testing (UAT) activities to ensure solution quality and business readiness.
• Participate in troubleshooting, data analysis, and issue resolution using SQL and PL/SQL when required.
• Collaborate with cross-functional teams to support system improvements and ongoing Finance transformation initiatives.

What You’ll Bring

• 8–10+ years of hands-on experience working with Oracle EBS R12 Finance modules.
• Deep functional knowledge of GL, AP, AR, FA, CM, and Subledger Accounting (SLA).
• Strong understanding of financial processes including period close, O2C, and P2P lifecycles.
• Experience configuring Oracle EBS modules and developing functional design documentation such as MD50 and BR100.
• Working knowledge of SQL and PL/SQL for data validation, analysis, and troubleshooting.
• Experience working within SDLC environments, including participation in SIT and UAT testing cycles.
• Strong communication and stakeholder management skills with the ability to bridge technical teams and finance business users.
• Proven ability to support complex enterprise financial systems in a fast-paced business environment.

Cascade AI is hiring a Senior Account Manager to own renewals, expansion, and strategic account growth across our existing customer base.

This is a commercially oriented role. You will manage a portfolio of accounts, drive adoption, run QBRs, map stakeholders, and identify expansion opportunities across new departments and workflows.

You are not responsible for implementation — that function is owned separately. Your focus is revenue retention and growth within existing logos.

This is not a support or onboarding role.

This is a revenue-carrying account ownership role focused on:

• Re-selling into the same organization
• Expanding into new departments (HR → IT, Legal, Finance)
• Strengthening executive relationships
• Driving renewal confidence

You will operate as the commercial owner of your accounts post-sale.

• Manage renewal timelines and negotiation strategy
• Identify risks early and create mitigation plans
• Ensure customers clearly understand value delivered
• Forecast accurately and maintain strong renewal hygiene

• Map accounts across departments and stakeholder groups
• Identify new workflow and use-case expansion opportunities
• Position Cascade’s value to new executive buyers
• Partner with AEs where appropriate to close larger expansions

Expansion at Cascade often means entering new departments, not just increasing seat counts. This requires strategic navigation and commercial skill.

• Run structured Quarterly Business Reviews
• Anchor discussions in value, ROI, adoption, and roadmap alignment
• Build relationships beyond day-to-day users
• Multi-thread across HR, IT, Finance, Legal, and other stakeholders

• Monitor usage and engagement data
• Recommend actions to improve adoption and workflow integration
• Work closely with Implementation to ensure time-to-value
• Identify and qualify expansion signals within accounts

For each account, you will maintain:

• Executive stakeholder map
• Expansion pathways
• Risk assessment and mitigation plan
• Quarterly action plan

You should be able to clearly articulate:

• Where growth will come from
• What risks exist
• What next steps are required

You will work closely with:

• CEO, Sales, and Marketing (for larger expansions or joint selling motions)
• CS Implementation for onboarding and complex rollout support
• Product & Engineering to communicate strategic customer feedback

This role requires influence without formal authority.

• 5+ years in Account Management, Strategic CSM, or post-sale revenue roles
• Experience owning renewals and expansion quotas
• Comfortable navigating enterprise stakeholders
• Strong account mapping and multi-threading skills
• Confident running executive-level conversations
• Commercially minded and revenue-oriented

Bonus:

• Experience selling across departments within the same organization
• Experience in B2B SaaS, HR tech, IT systems, or enterprise AI