Business Advisor Associate

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  "source_hash": "12a20cf2a6c490321743cdf89501a379964d6897671d0bec1ddca65273a1d526",
  "last_changed_at": "2026-05-30T06:10:37.609Z",
  "active_status": "active"
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{
  "language": "en",
  "location": {
    "raw": "Kalispell, Montana, 59901, United States",
    "city": "Kalispell",
    "region": null,
    "country": "United States",
    "is_remote": true,
    "confidence": 0.95
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  "salary_max": null,
  "salary_min": 50,
  "inferred_at": "2026-06-06T10:25:16.103Z",
  "launch_scope": {
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    "included": true,
    "location": {
      "raw": "Kalispell, Montana, 59901, United States",
      "city": "Kalispell",
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      "country": "United States",
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      "confidence": 0.95
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    "countries": [
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  "remote_policy": "remote",
  "salary_period": null,
  "workplace_type": "remote",
  "salary_currency": "USD"
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{}

{
  "list_job": {
    "id": "73",
    "isRemote": null,
    "location": {
      "city": "Kalispell",
      "state": "Montana"
    },
    "atsLocation": {
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      "country": null,
      "province": null
    },
    "departmentId": "18552",
    "locationType": "2",
    "jobOpeningName": "Business Advisor Associate",
    "departmentLabel": "Advisory Department",
    "employmentStatusLabel": "Full-Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "Kalispell",
      "state": "Montana",
      "postalCode": "59901",
      "addressCountry": "United States"
    },
    "datePosted": "2026-05-12",
    "atsLocation": {
      "city": null,
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      "country": null,
      "countryId": null
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    "description": "<p><span style=\"font-family: Arial, sans-serif; font-size: 24pt; font-weight: bold\">Business Advisor Associate </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">Location:</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"> Kalispell, MT (Hybrid/In-Office Option Available)</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">Employment Type:</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"> Full-Time, Salary, Exempt</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">Compensation:</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"> $50-60k DOE</span></p>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">Join a Different Kind of Accounting &amp; Advisory Firm</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">At Elevated Advisory &amp; Accounting, we’re not a transactional, box-checking firm. We’re a relationship-driven team that helps business owners actually understand their numbers — and use them to make smarter decisions with more confidence.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">At the core of our company is a simple belief: Financial clarity should create freedom.</span></p>\n<p><br><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">We believe business owners deserve to feel supported, informed, and confident enough to actually enjoy the business and life they’re building — not feel buried by it. And we believe the same thing for our team internally, too. We want to create careers that support growth, flexibility, ownership, connection, and a genuinely fulfilling life outside of work.</span></p>\n<p><br><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">We meet clients where they are and help them rise higher with clarity, strategy, and support that feels personal, proactive, and human.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">That same mindset shapes our internal culture. We move quickly. We communicate openly. We step in for each other. We care deeply about the work we do and the people we do it with.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"> We’re constantly improving, building, refining, and looking for smarter ways to serve both our clients and our team.</span></p>\n<p><br><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">This role is not for someone who wants to quietly complete tasks and wait for direction. </span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">This role is for someone who wants ownership. Someone who naturally takes initiative, creates structure, keeps things moving, anticipates needs, and genuinely enjoys making life easier for the people around them. Does that sound like you? </span></p>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 24pt; font-weight: bold\">Who Thrives Here</span><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">You’re Naturally Action-Oriented</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You’re the kind of person who sees something that needs to happen and just… handles it.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You don’t wait around for step-by-step instructions or constant follow-up. You think ahead, connect dots, and keep momentum moving. If a process feels messy, you organize it. If something is unclear, you ask questions and move it forward.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You have a strong bias toward action and ownership.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">You Create Structure Instead of Waiting for It</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">This role supports a fast-moving advisory department and leadership team. Priorities shift, client needs evolve quickly, and not everything already exists in a perfectly documented SOP (but it will after you get your hands on it!)</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">We need someone who naturally creates organization around themselves:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">improving workflows</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">tightening follow-through</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">building systems</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">documenting processes</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">creating consistency</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">helping leadership stay ahead</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">You Think Like a Partner, Not Just an Assistant</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">This is not a passive administrative role. You’ll work closely with advisory leadership, and success here comes from being proactive, resourceful, observant, and dependable.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You should naturally:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">anticipate needs before they’re voiced</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">keep projects moving forward</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">follow through on loose ends</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">help organize priorities</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">communicate clearly and consistently</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">catch details others miss</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">create a seamless experience for clients and the team</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">You Understand Accounting Beyond Data Entry</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You don’t need to be a CFO, but you do need to understand financials well enough to think critically about them.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You should feel comfortable:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">reviewing bookkeeping for accuracy</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">understanding financial statement flow</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">identifying things that look “off”</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">preparing management reports</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">supporting KPI and dashboard reporting</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">You Communicate Exceptionally</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Clients and teammates will never wonder where something stands. You communicate proactively, close loops consistently, and keep people informed. You know how to balance professionalism with warmth and relationship-building.</span></p>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 24pt; font-weight: bold\">Your Impact</span><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">Help Keep Advisory Clients Moving Forward </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You’ll act as the operational backbone of our advisory department — helping create consistency, accountability, organization, and an exceptional client experience.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Some days that looks like:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">preparing management reporting packages</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">reviewing financials before meetings</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">coordinating client meetings and recurring schedules</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">preparing agendas and sending follow-ups</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">tracking client action items and implementation progress</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">maintaining KPI dashboards and reporting tools</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">helping leadership stay prepared and ahead</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">organizing priorities and next steps</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">improving recurring workflows and processes</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">ensuring details don’t quietly fall through the cracks</span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You’ll play a huge role in helping our advisory experience feel proactive, organized, and high-touch.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">Deliver Financial &amp; Operational Support</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Responsibilities include:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">reviewing bookkeeping work for quality and completeness</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">assisting with reconciliations and cleanup review</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">supporting month-end reporting workflows</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">identifying inconsistencies or financial concerns</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">maintaining organized client notes and communication</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">supporting recurring reporting and implementation tasks</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">helping improve internal systems and processes over time</span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">We value precision, but we also value initiative, ownership, judgement, and follow-through.</span></p>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 24pt; font-weight: bold\">Required Skills &amp; Experience</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">3-4 years of bookkeeping, accounting, financial operations, or advisory support experience</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Strong understanding of bookkeeping workflows and financial statements</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Experience reviewing reconciliations and identifying discrepancies</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Proficiency in QuickBooks Online</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Strong Excel and Google Sheets skills required — including pivot tables, reporting analysis, data organization, and spreadsheet management </span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Strong organizational and project coordination skills</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Excellent written and verbal communication</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Ability to manage multiple priorities simultaneously</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Comfort interacting directly with clients professionally and confidently</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Experience with Google Workspace</span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Bonus Points For</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Public accounting experience</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Experience preparing management reports or KPI dashboards</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Familiarity with Fathom or other reporting platforms</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 24pt; font-weight: bold\">What Success Looks Like Here</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You don’t wait to be managed.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You move things forward before someone asks.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You anticipate needs and solve problems proactively.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You create organization where things feel clunky.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You improve systems instead of working around broken ones.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You help leadership stay focused, prepared, and ahead.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You communicate clearly and close loops consistently.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You take ownership like the business matters to you.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You help create a client experience that feels proactive, thoughtful, and high-touch.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 24pt; font-weight: bold\">What We Offer</span><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">Competitive Benefits</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">7 Paid Holidays (including your birthday!)</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">PTO accrual after 3 months of employment</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Simple IRA with up to 3% employer match</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Professional development support &amp; performance bonuses</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Traditional Group Health Insurance with 50% premium coverage (employee-only)</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Revive Wellness Benefit (100% employer-paid): Telehealth primary care, access to covered medications, and personalized health management support</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Monthly Phone Reimbursement: $35/month</span></li>\n<li>\n</li></ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">A Place to Grow</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">This role is designed to grow with the right person.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">You’ll gain exposure to:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">advisory strategy</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">financial leadership conversations</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">operational process improvement</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">client management</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">reporting and KPI analysis</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">a wide variety of industries and business models</span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">We’re looking for someone who wants to build a future here — not just fill a seat.</span></p>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 24pt; font-weight: bold\">Culture That Makes Work Fun</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">We work hard, but connection and culture matter here too.</span></p>\n<p><br><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">We intentionally create opportunities for our team to connect as people — not just coworkers. That might look like:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Monday team trivia and connection moments</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Group book clubs and discussion sessions</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Wellness and fitness challenges</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Team celebrations and outings</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Collaborative learning opportunities</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Casual moments to step away from the work and recharge together</span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">We believe strong teams are built through trust, connection, and genuinely enjoying the people you work with.</span></p>\n<p><br><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Additional perks include:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Convenient downtown Kalispell location</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Hybrid flexibility after training period</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Flexible scheduling within reason</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Full remote work setup provided</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Fully stocked kitchen with snacks and beverages</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Comfortable elevated-casual dress code</span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Most importantly, we’re building a company where both our clients and our employees can experience more clarity, confidence, flexibility, and freedom in their lives.</span></p>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 24pt; font-weight: bold\">Ready to Join Us?</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">This is a hybrid role based in Kalispell, MT. Applicants outside the area will be automatically declined unless your cover letter clearly states you are relocating. At this time, we do not cover relocation expenses.</span></p>\n<p><br><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">How to Apply</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Submit your resume and a cover letter answering:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Why Elevated stands out to you and how you see yourself contributing to our culture</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Your experience with bookkeeping, financial reporting, or advisory support</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">A time you took ownership of something without being asked — and what the outcome was</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">How you stay organized while managing competing priorities</span></li>\n</ul>",
    "compensation": "$50-60k DOE",
    "departmentId": "18552",
    "locationType": "2",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Business Advisor Associate",
    "departmentLabel": "Advisory Department",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Mid-level",
    "jobOpeningShareUrl": "https://ElevatedAdvisoryAccounting.bamboohr.com/careers/73",
    "employmentStatusLabel": "Full-Time"
  }
}