LearnLux

Leading financial strategy, operations, and planning to support company growth. | Over 10 years of finance experience, with expertise in FP&A, accounting, compliance, and leadership in high-growth environments. | About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey. The Role As LearnLux’s Vice President of Finance, you will lead the company’s financial strategy, operations, and execution as we continue to scale. Reporting to the COO and working closely with the CEO, you will serve as a trusted partner to leadership, helping drive financial discipline, visibility, and decision-making across the business. This is a hands-on, high-impact leadership role that blends strategic thinking with operational ownership. You will be responsible for building scalable financial systems, improving rigor and predictability, and ensuring LearnLux has the financial foundation needed to support growth. The Vice President of Finance will play a critical role in shaping how we plan, measure, and operate the business, with meaningful influence across teams and initiatives as the company evolves. This role is remote within the U.S., with candidates expected to be based in or near New York City and available for in-person collaboration as needed. This role reports to the Chief Operating Officer and Co-founder. What you’ll do Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning. Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making. Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP. Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business. Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability. Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities. Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics. Manage tax, audit readiness, and regulatory compliance in collaboration with external partners. Contribute to capital planning, investor communications, and future fundraising preparation as needed. Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales. Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution. You should bring 10+ years of progressive finance experience, including senior leadership roles in high-growth SaaS, fintech, or technology-enabled businesses. Experience in the benefits and wellness industry is heavily preferred Proven experience building and operating finance functions in Series A+ or growth-stage startups. Strong background in FP&A, accounting oversight, and financial operations, with the ability to move seamlessly between strategy and execution. Deep understanding of GAAP, audits, internal controls, and compliance requirements. Experience partnering closely with CEOs, COOs, and Boards, with comfort operating under close executive oversight. Demonstrated ability to operate independently and take full ownership in environments with limited structure. Familiarity with global financial operations, including contractors and multi-currency considerations. Hands-on experience with tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot (or similar). Exceptional communication skills, with the ability to translate complex financial concepts into clear, actionable insights. Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA, CPA, or equivalent credentials are a plus. LearnLux is a fit for you if you Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow. Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist. Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward. Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us. Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here. Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes. Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate. Benefits Remote-first company structure Medical, dental, and vision 401(k) Mental wellbeing (Talkspace) Financial wellbeing (LearnLux) Equity (Full-time employees) Paid vacation and sick leave Paid sabbatical after 5 years of service A supportive, inclusive team culture Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology Closing LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team! The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor. Salary Range $180,000—$225,000 USD

Leading and scaling a customer success function, managing teams, and driving customer retention and expansion. | Extensive experience in customer success, account management, or related leadership roles, with proven ability to build and manage teams, and drive customer satisfaction and growth. | About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey. The Role As Vice President of Client Success, you will lead and scale LearnLux’s Client Success function, owning the full post-sale customer lifecycle and ensuring our partners achieve measurable, meaningful outcomes from our platform. This is a highly visible leadership role with direct responsibility for retention, expansion, customer satisfaction, and long-term customer value. You’ll build, manage, and mentor a team of Client Success Managers, setting the vision, structure, and operating rhythm for how we engage with customers as we continue to grow. You’ll partner closely with Sales, Product, Marketing, and Finance to align on customer strategy, feedback loops, and revenue goals, and will play a critical role in shaping how LearnLux delivers value to employers and their employees at scale. This role is remote within the U.S., with a preference for candidates located near NYC for occasional leadership team meetings. This role reports to the CEO and Co-founder. What you’ll do Own the end-to-end Client Success strategy, including onboarding, adoption, engagement, renewal, and expansion. Build, lead, and develop a high-performing team of Client Success Managers, including hiring, coaching, performance management, and career development. Establish clear goals, KPIs, and operating metrics for Customer Success, with a strong focus on retention, customer health, and long-term account growth. Serve as a senior, strategic partner to key customers, acting as an executive sponsor and trusted advisor for priority accounts. Design and continuously improve CS processes, playbooks, and workflows to support a growing and increasingly diverse customer base. Partner cross-functionally with Sales on renewals and expansions, with Product on customer feedback and roadmap input, and with Marketing on customer storytelling and advocacy. Build scalable systems for gathering, synthesizing, and operationalizing customer insights to inform product and business decisions. Represent the voice of the customer internally, ensuring customer needs, challenges, and opportunities are reflected in company priorities. You should bring 10+ years of experience in Customer Success, Account Management, or a related customer-facing leadership role, ideally in a high-growth B2B SaaS environment. Proven experience building and leading Customer Success teams, including managing managers and scaling CS operations. A strong track record of driving retention, customer satisfaction, and expansion revenue. Experience owning executive-level customer relationships and navigating complex stakeholder environments. Strategic mindset with the ability to balance big-picture planning with hands-on execution. Excellent communication and interpersonal skills, with the ability to influence across functions and at the executive level. Comfort operating in ambiguous, fast-moving environments and building structure where it doesn’t yet exist. It would be great if you also Have experience in HR tech, fintech, benefits, or financial wellness. Have worked with enterprise customers. Have helped scale a CS function from early growth stage through more mature operations. Are familiar with product-led or data-driven approaches to customer health and engagement. Are based in or near NYC and able to join in-person leadership sessions as needed. LearnLux is a fit for you if you Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow. Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist. Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward. Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us. Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here. Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes. Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate. Benefits Remote-first company structure Medical, dental, and vision 401(k) Mental wellbeing (Talkspace) Financial wellbeing (LearnLux) Paid vacation and sick leave Paid sabbatical after 5 years of service A supportive, inclusive team culture Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology Closing LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or historically marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

Own the full enterprise sales cycle with Fortune 1000 and multinational employers, build strategic pipelines, deliver presentations and proposals, and collaborate cross-functionally to meet revenue targets. | 5–7+ years enterprise SaaS sales experience, proven quota achievement, knowledge of sales methodologies, ability to manage complex sales cycles with multiple stakeholders, excellent communication skills, and familiarity with benefits ecosystem preferred. | About LearnLux LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. We’re a remote-first company, backed by prominent investors such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff. The Role As LearnLux’s Enterprise Account Executive, you will serve as a key driver of our growth by leading strategic sales efforts with Fortune 1,000 and multinational employers. This hands-on role owns the full enterprise sales cycle, from prospecting and discovery to presentation, proposal, and close. You’ll manage complex buying processes, build strong relationships with executive stakeholders, and position LearnLux as the leading financial wellbeing solution in the market. You will be a critical contributor to how we scale revenue in a high-growth, B2B2C, enterprise-focused environment. This role is ideal for a consultative sales professional who thrives in relationship building, strategic account management, and closing high-value opportunities. This is a full-time, remote position which will require 50% travel. Key Responsibilities Drive net new revenue by owning the end-to-end enterprise sales cycle, from prospecting and discovery through proposal, negotiation, and close. Build and manage a strategic pipeline of Fortune 1000 and multinational employer prospects, leveraging both outbound and inbound sources. Conduct consultative discovery to deeply understand prospect pain points and tailor LearnLux solutions to meet their unique business, benefits, and workforce needs. Deliver compelling presentations, demos, and proposals to senior executives, including HR, Total Rewards, Benefits, and Procurement leaders. Collaborate cross-functionally with Marketing, Client Success, Product, and Operations teams to ensure alignment and maximize success. Navigate complex procurement and RFP processes, developing high-quality submissions with support from proposal and revenue operations teams. Build trusted relationships with benefits consultants, brokers, and channel partners to increase awareness and influence in the market. Consistently meet and exceed quarterly and annual revenue targets. Maintain accurate pipeline management and forecasting within CRM. Represent LearnLux at industry conferences, webinars, and client-facing events. Qualifications & Experience 5–7+ years of experience in enterprise SaaS sales or equivalent, ideally within employee benefits, Digital Health, HR tech, or fintech. Proven track record of meeting or exceeding annual quota. Strong knowledge of enterprise sales methodologies (e.g., MEDDIC, Challenger, SPIN). Experience running complex sales cycles with multiple stakeholders across HR, Finance, and Procurement. Excellent communication, storytelling, and presentation skills with C-level and senior HR/Benefits executives. Comfortable navigating RFPs and procurement processes. Collaborative, team-oriented approach with the ability to thrive in a fast-paced, high-growth environment. Familiarity with the benefits ecosystem and consultant/broker landscape is a plus. Passion for improving employee wellbeing and making a meaningful impact. Benefits Remote-first company structure Medical, dental, and vision 401(k) Mental wellbeing (Talkspace) Financial wellbeing (LearnLux) Paid vacation and sick leave Paid sabbatical after 5 years of service A supportive, inclusive team culture Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology Closing LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

Build and maintain dashboards for client reporting and internal insights while managing client onboarding and offboarding processes. Improve internal data operations processes and support ad hoc analyses across the business. | Candidates should have 2-4 years of experience in an analyst or operations role, preferably in a SaaS environment. Familiarity with data visualization tools and excellent communication skills are essential. | About LearnLux LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. We’re a remote-first company, backed by prominent investors such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff. The Role We’re looking for a Data Operations Analyst to join our team. This role blends business intelligence, operations, and technical problem-solving. You’ll help us build and maintain reporting, but you’ll also dig into operational workflows, member support cases, and client onboarding/offboarding processes. You’ll work closely with Client Success, Operations, Engineering, and other teams to ensure our data and systems run smoothly, and you’ll have the autonomy to take on varied projects that improve how we deliver value to clients and members. This role is ideal for someone who thrives in a mission-driven startup, loves finding patterns in messy data and resolutions to tough problems, and wants to influence both product and client strategy. This is a full-time, contract role with the potential to transition into a regular employee position based on performance and business needs. Key Responsibilities Build, QA, and maintain dashboards and visualizations for client reporting and internal insights. ​​Partner with Client Success to resolve member data issues and technical support escalations. Manage client onboarding/offboarding processes, including file management, data checks, and quality assurance. Improve internal data operations processes, identifying opportunities to automate or streamline workflows. Act as a bridge between technical and non-technical teams, translating business needs into clear requirements. Support ad hoc analyses and reporting requests across the business. Join client calls to help Client Success Managers ask the right data-related questions and share data stories. Qualifications & Experience 2–4 years of experience in an analyst, operations, or similar technical role at a SaaS or tech company. Hands on experience using data visualization tools to build clean, informative dashboards that tell compelling stories through data. Familiarity with BI/reporting tools such as Metabase, Looker, Tableau or similar is a plus. Comfort working with data - SQL experience preferred, but not required. Excellent communication skills and the ability to explain data clearly to non-technical audiences. Comfort participating in ad hoc client-facing meetings. A problem-solver’s mindset: you like diagnosing issues and finding practical solutions. Nice to Have Skills Experience working with product engagement or behavioral data. Experience supporting client success, implementation, or technical support teams. Exposure to data pipelines, ETL tools, or light scripting. Experience in a scaling SaaS environment. Benefits Remote-first company structure A supportive, inclusive team culture Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology Closing LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply. LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team! #LI-DNI