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red-oak

Compliance software for financial services and insurance firms.

Discussion
financial-servicessoftware-development
redoak.com ↗

Company facts

Founded
2010
Employees
100
Headquarters
United States
Type
Private
Funding
Series C · $51M · 2023
Subsidiaries
SiteQuest Compliance, 4U Platform
3 jobs
red-oak
1 views last week

Account Manager

Open 96d RemoteWorldwideContract

About Red Oak Red Oak builds compliance and distribution software for the asset management industry, automating the review of sales and marketing content so regulated firms stay compliant without slowing down. 19 of…

Account Executive AI Fintech SaaS Salesforce
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red-oak
4 views 3 weeks ago

Key Client Success Manager

Open 19d HybridNorth America
United States

Overview Red Oak is the sole-source, integrated compliance and distribution platform for regulated financial services. More than half of the top 20 global asset managers are Red Oak clients, including BlackRock,…

AI SaaS Salesforce
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red-oak
4 views 2 months ago

GTM Systems Administrator

Open 48d HybridNorth America
United States

Own and consolidate Salesforce instances for a fast-growing fintech GTM platform, ensuring data hygiene and AI-driven automation while partnering with Sales and Marketing Ops.

AI Automation CRM Data Quality Go-to-Market +3 skills
130K – 150K $
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