Treasurer Job Description (Responsibilities, Skills, Duties and Sample Template)

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“If you’ve Googled ‘Treasurer job description,’ you’ve probably come across a ton of similar articles. But here’s the problem: most of them just give you the basic structure—bullet points, bland language, and zero insight into what actually attracts the right talent. They don’t show you how to make the role stand out or explain why top candidates should care.

A generic job description won’t get you the treasurer you’re hoping for. Top candidates don’t just want a job—they want purpose, a sense of direction, and a place where their skills are valued. If your job post doesn’t speak to them, they’ll scroll past it and look elsewhere.

The good news? It doesn’t take a marketing genius to write an engaging, compelling job post. You just need the right structure and a little intentionality. So let’s dive into how to write a treasurer job description that actually attracts top talent and sets your company up for success.

For a deeper dive into crafting job posts that work, be sure to check out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/  

Don’t let bad hires slow you down.

WorkScreen helps you identify the right people—fast, easy, and stress-free.

What A Treasurer Actually Does - Their Roles

A treasurer is a key financial steward within an organization, responsible for managing the company’s finances, investments, and risk management strategies. They oversee cash flow, ensure liquidity, and protect company assets, making sure funds are properly allocated and utilized.

In simple terms, the treasurer is like the financial guardian of the company—ensuring it remains solvent and financially healthy. While many of the day-to-day duties involve managing budgets, forecasting, and mitigating financial risks, it’s also about being strategic. A treasurer often works closely with other departments, offering financial guidance to help shape the company’s future.

A good treasurer is not just skilled in numbers; they also need to understand business dynamics, make informed decisions quickly, and have a keen eye for spotting opportunities or risks. Their role is not only about protecting the present financial state but ensuring the organization’s long-term financial success.

Two Great Treasurer Job Description Templates

We’ll provide two tailored job description options:

1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.

2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.

Experienced Treasurer Job Description Template

Job Title: Treasurer
 Location: Silver Leaf Construction, West Point, Mississippi
 Type: Full-Time
 Salary: $80,000 – $100,000 (Based on Experience)

Video Message from the Hiring Manager
 [Insert Loom/YouTube video link here]
 Get a personal message from our hiring manager about what it’s like to work at Silver Leaf and the impact you can make as our Treasurer.

About Us
 At Silver Leaf Construction, we’ve been providing top-tier asphalt and concrete services to West Point, Mississippi, for over 25 years. Our reputation for quality work and exceptional service has earned us a trusted place in the community. We’re looking for a skilled Treasurer to help us manage our financial strategies and ensure our continued success. You’ll be a key player in guiding our financial direction and working alongside our leadership team to make data-driven decisions.

What You’ll Do
 As Treasurer at Silver Leaf Construction, your role will be to manage and optimize our financial resources, ensuring the company’s long-term stability and growth. You’ll be responsible for:

  • Overseeing cash flow management and financial forecasting to maintain liquidity and financial health.

  • Leading investment strategies and managing relationships with financial institutions and stakeholders.

  • Developing and implementing financial policies, ensuring compliance with regulations.

  • Providing key insights to senior management for financial decision-making.

  • Preparing regular financial reports and strategic recommendations for the leadership team.

  • Assessing financial risks and implementing mitigation strategies.

What You’ll Need

  • 5+ years of experience in treasury or financial management, ideally within the construction industry.

  • Strong knowledge of cash flow management, risk assessment, and financial forecasting.

  • Advanced proficiency in financial modeling and data analysis.

  • Exceptional communication skills to explain complex financial data to non-financial stakeholders.

  • A degree in Finance, Accounting, or a related field (Master’s preferred).

Perks and Benefits

  • Health, Dental, and Vision Insurance

  • 401(k) Retirement Plan with Company Match

  • Paid Time Off (PTO) and Paid Holidays

  • Flexible Work Hours and Hybrid Work Options

  • Company-sponsored wellness programs and gym memberships

Why This Role Is a Great Fit
 At Silver Leaf Construction, we value our employees as much as our customers. As a Treasurer, you’ll be a vital part of a team that’s dedicated to integrity, collaboration, and excellence. You’ll have the opportunity to shape the company’s financial future, while enjoying a competitive salary, professional growth, and a culture that encourages innovation and teamwork.

How to Apply
 We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation:
 👉 [Insert WorkScreen Link]

Entry Level/ Willing To Train Treasurer Job Description Template

Job Title: Junior Treasurer / Treasury Assistant
 Location: A New Leaf, Phoenix, AZ
 Type: Full-Time
 Salary: $40,000 – $50,000 (Based on Experience)

Video Message from the Hiring Manager
 [Insert Loom/YouTube video link here]
 Hear from our hiring manager about the role, the team, and the importance of financial stewardship at A New Leaf.

About Us
 A New Leaf is a nonprofit organization committed to transforming lives by providing comprehensive services to families in need. Our Phoenix Day Program helps children build a strong educational foundation. We’re looking for a passionate Junior Treasurer to join our team and help manage our finances. This is an excellent opportunity to grow your career while making a real impact in the lives of children and families.

What You’ll Do
 As a Junior Treasurer, you’ll assist with day-to-day financial management and learn about key treasury functions. Your responsibilities will include:

  • Supporting cash flow management and preparing basic financial reports.

  • Assisting with budgeting, financial forecasting, and reconciliations.

  • Helping manage relationships with banking institutions and ensuring smooth transactions.

  • Preparing financial statements and assisting in audits.

  • Supporting senior team members in risk assessment and strategy implementation.

What You’ll Need

  • A degree in Finance, Accounting, or related field (or equivalent experience).

  • Strong analytical skills and attention to detail.

  • Eagerness to learn and develop in treasury functions.

  • Good communication skills and ability to collaborate with various teams.

  • Experience with Excel and basic financial modeling is a plus (but not required).

Perks and Benefits

  • Health, Dental, and Vision Insurance

  • 401(k) Retirement Plan with Company Match

  • Paid Time Off (PTO) and Paid Holidays

  • Career development programs and mentorship

  • Flexible work hours

Why This Role Is a Great Fit
 This entry-level role is perfect for someone passionate about finance and eager to learn. At A New Leaf, you’ll gain hands-on experience, develop your skills, and be mentored by experienced professionals. As part of our team, you’ll help ensure that the financial operations run smoothly while contributing to a cause that makes a difference in the community.

How to Apply
 We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation:
 👉 [Insert WorkScreen Link]

Hiring doesn’t have to be hard.

If your hiring process is stressful, slow, or filled with second-guessing—WorkScreen fixes that. Workscreen helps you quickly identify top talent fast, eliminate low-quality applicants, and make better hires without the headaches.

Breakdown of Why These Treasurer Job Posts Work

Now that we’ve seen two job description examples, let’s break down why these posts work and how you can use these elements to attract top-tier candidates.

Clear, Specific Titles

The job titles in both descriptions clearly identify the role and its context. Instead of a generic title like “Treasurer,” we added more context to make the job specific—“Treasurer at Silver Leaf Construction” and “Junior Treasurer at A New Leaf”. This immediately tells potential candidates exactly where they’ll be working and what they’ll be doing. Candidates are more likely to apply if they see the title aligns with their experience and interests.

Warm Intros with Context

Both job posts start with an engaging introduction that explains who the company is and why the role is important. We’ve highlighted the mission and values of the companies to help candidates connect emotionally with the job. For example, Silver Leaf Construction talks about their long-standing reputation and community ties, while A New Leaf emphasizes their impact on families and children. This context helps the applicant understand not just the tasks they’ll be doing, but the bigger picture they’ll be contributing to.

Transparent Salary & Perks

We’ve included clear salary ranges and benefits in both job descriptions. This transparency builds trust with potential candidates and sets expectations right from the start. Salary ranges help you attract candidates who are aligned with your budget and avoid wasting time on applicants who are out of range. Benefits like healthcare, retirement plans, and flexible work options make the role more attractive and competitive.

Respectful Application Process

Both job descriptions outline the hiring process clearly, demonstrating respect for the candidates’ time and effort. In particular, by using WorkScreen for evaluations, you ensure that candidates are judged based on their real-world abilities, not just resumes or buzzwords. The transparency and clarity in the process reduce anxiety for applicants and make the job posting feel more thoughtful and inclusive.

Human Tone that Connects

Both job posts use a conversational, human tone that invites candidates to see themselves in the role. Phrases like “We believe in empowering our team” and “At A New Leaf, we value our employees as much as our customers” help to create an emotional connection. This is particularly important because candidates are not just looking for a paycheck—they want to feel like they’re joining a company where they can make a meaningful impact.

Example of a Bad Treasurer Job Description (And Why It Fails)

Here’s an example of a job description that doesn’t do a great job at attracting top talent. This type of post often leads to candidates passing it by in favor of something more engaging and specific.

Bad Job Post Example:

Job Title: Treasurer
 Company: [Company Name]
 Location: [Location]
 Type: Full-Time

Job Summary
 We are seeking a Treasurer to manage the company’s financial functions. The successful candidate will oversee cash flow, budgeting, and investments, and will report directly to senior management.

Key Responsibilities

  • Manage cash flow.

  • Budget and forecast.

  • Oversee investments.

  • Prepare financial reports.

  • Report to senior management.

Requirements

  • Bachelor’s degree in Finance or Accounting.

  • 5+ years of experience.

  • Strong financial analysis skills.

  • Excellent communication skills.

How to Apply
 Please send your resume to [email]. Only shortlisted candidates will be contacted.

Why This Job Post Falls Short:

  1. The Job Title Is Too Generic

    • The title “Treasurer” alone doesn’t tell the candidate anything specific about the company or the role. It’s a common title that lacks context. A job title like “Treasurer at [Company Name]” or even “Senior Treasurer for Financial Strategy” adds much-needed detail and focus.

  2. The Introduction Feels Cold

    • This post jumps straight into the responsibilities and qualifications without any introduction or context. There’s no mention of the company’s mission, values, or culture. Candidates need to know why they should care about this role. A personal introduction or statement about the company’s impact would make the post more engaging.

  3. No Salary or Benefits Mentioned

    • Leaving out salary and benefits information feels outdated and makes the company seem non-transparent. Job seekers want to know upfront what they can expect to earn and what benefits are offered. Being transparent about compensation helps attract serious candidates who are aligned with your budget.

  4. No Insight Into Company Culture

    • The post doesn’t provide any information about what it’s like to work at the company. Does the company value innovation, teamwork, or autonomy? Without insight into the culture, candidates have nothing to connect with emotionally, which can lead them to pass on the role.

  5. Responsibilities Are Too Broad

    • The responsibilities listed here are vague and lack specificity. Terms like “manage cash flow” and “prepare reports” are too general. Top candidates want to know exactly what their day-to-day tasks will look like and how their role impacts the business. A more detailed breakdown of tasks would make the role feel more tangible.

  6. The Hiring Process Feels Dismissive

    • “Only shortlisted candidates will be contacted” is impersonal and discouraging. Job seekers want reassurance that their application will be reviewed and that they will be informed about next steps. A more respectful approach would be to mention that every application will be reviewed and candidates will be kept updated.

  7. Cold Call to Action

  • The call to action (“send your resume to [email]”) is too abrupt. It doesn’t offer any encouragement or warm invitation for candidates to apply. A more engaging CTA would encourage candidates to take the next step, perhaps by inviting them to learn more about the company or the role before applying.

Bonus Tips to Make Your Job Description Stand Out

Now that we’ve covered the basics, here are some bonus tips to make your job posts stand out even more. These additional elements can help build trust, showcase your company culture, and ensure that your job post doesn’t just attract applicants but engages the right ones.

1. Add an Important Notice for Trust and Security

One simple but effective way to build trust with potential applicants is by adding a security and privacy notice. This shows candidates that you respect their time and personal information.

Example:
 “We take the security and privacy of all job applicants very seriously. We will never ask for payment, bank details, or personal financial information during any part of the hiring process.”

This gives applicants peace of mind, especially as online job scams are on the rise.

2. Mention Leave Days or Flex Time

Candidates today are more focused than ever on achieving a work-life balance. Highlighting leave days, vacation time, or flexible hours is an easy way to make your job posting more attractive.

Example:
 “Enjoy up to 24 flexible days off per year, so you can recharge and come back stronger.”

By mentioning time off, you not only show that you care about your employees’ well-being but also make your role more competitive in a crowded job market.

3. Highlight Training and Growth Opportunities

Many top candidates are looking for more than just a paycheck—they want opportunities to grow and advance. Showing that you invest in your employees’ professional development can make your job post stand out from the rest.

Example:
 “We invest in growth. You’ll get access to training and mentorship to help you improve your skills and advance in your career.”

This signals to candidates that you care about their long-term success, which is especially important for attracting ambitious, career-driven individuals.

4. Add a Loom or Video for Trust

Including a video from the hiring manager or even a company founder can help humanize your job post and give candidates a glimpse of what it’s like to work at your company. Whether it’s a personal message, a quick tour of the office, or a team introduction, videos can create a strong emotional connection with potential candidates.

Example:
 “Take a minute to hear from [Hiring Manager Name] about why this role is essential to our mission and what it’s like to be part of our team. Watch the video here: [Insert Video Link].”

Videos add a personal touch that text alone can’t match and make your job post more memorable.

Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4

Should You Use AI to Write Job Descriptions?

With the rise of artificial intelligence in the recruitment process, many companies are turning to AI tools to help write job descriptions and automate candidate screening. While AI can certainly save time, it’s important to approach it with caution.

Why You Shouldn’t Rely on AI Alone

Using AI to generate job posts without any context or human input might seem like a time-saver, but it can lead to uninspiring, generic content that doesn’t reflect your company’s unique values and culture. Here’s why relying on AI alone can hurt your recruitment efforts:

  1. Generic, Low-Quality Posts
    AI-generated posts often lack the warmth, personality, and context that make a job post engaging. They typically focus only on the basic requirements and responsibilities, failing to show potential candidates why they should be excited about the role or the company.
  2. Attracting the Wrong Candidates
    Since AI tools often generate posts based on broad, keyword-driven templates, they might attract applicants who are simply skimming job boards, rather than candidates who align with your company’s values and culture.
  3. Reflects Poorly on Your Brand
    A job description is often the first impression a candidate has of your company. Using AI without customization can make your company appear detached or uninterested in providing a personal and engaging recruitment experience.

The Right Way to Use AI

AI is not a replacement for thoughtful, personalized job descriptions—it’s a tool to help you polish and optimize the message you’ve already created. Here’s how to use AI correctly:

  1. Give AI Context
    Before prompting AI, provide all the raw data it needs to generate something relevant to your company:
    • What your company does
    • The key responsibilities of the role
    • The tone and values you want to convey
    • Who the ideal candidate is
  2. Customize and Refine the Output
    After AI generates a draft, make sure to refine it and add your personal touch. Here’s an example of how you might prompt AI:

     Prompt Example:
     “Help me write a job description for a Treasurer at Silver Leaf Construction. The role involves overseeing cash flow, developing investment strategies, and managing financial risks. Our company culture is collaborative, and we value integrity and transparency. We want to attract candidates who are strategic thinkers and strong communicators. The salary range is $80,000–$100,000, and we offer comprehensive benefits, including paid time off and a 401(k) match. Here are a few notes I’ve written to get you started: [paste your notes]”

  3. Let AI Polish, Not Write
    After you’ve inputted the data, let AI help you polish the structure, improve clarity, and suggest improvements. Think of AI as a collaborator that enhances your original content, but not a replacement for your voice.

Why This Matters

Candidates today are looking for more than just a job—they want to feel connected to your company, understand its mission, and get excited about the role. Relying solely on AI to generate a job post can make your company seem impersonal and unengaged. By providing context, refining AI’s output, and adding your unique voice, you create a post that speaks to the right candidates and reflects your company culture.

Build a winning team—without the hiring headache.

WorkScreen helps you hire fast, confidently, and without second-guessing.

Copy-Paste Job Description Templates for Quick Use

Need a quick copy-paste job description?

We get it—sometimes you just need something fast. Maybe you’ve already gone through this guide and understand what a strong job post looks like. But you also want a solid starting point you can copy, paste, and tailor to your company in just a few minutes.

That’s what this is.

✏️ Important Reminder:
 Don’t copy this word-for-word and expect magic.
 This is a foundation, not a final draft.
 Add a Loom video, inject your team culture, and edit the details to reflect your actual company.

In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.

Think of these as starting points, not final drafts.

  • Option 1: A more conversational, culture-first job description that highlights personality and team fit.
  • Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.

Option 1: Conversational Job Description Template (Culture-First Style)

Job Title: Treasurer
 Location: [Company Location]
 Type: Full-Time
 Salary: [Salary Range]

Video Message from the Hiring Manager
 [Insert Loom/YouTube video link here]
 Get a personal message from our hiring manager about why this role matters and what it’s like to work at [Company Name].

About Us
 At [Company Name], we believe in integrity, innovation, and teamwork. As a leader in the [industry], we’ve built a reputation for quality and reliability. Our mission is to make a lasting impact on our community by building trust and creating sustainable value. We’re looking for a Treasurer to help us navigate our financial future and ensure long-term success.

What You’ll Do
 As our Treasurer, you’ll play a key role in managing our financial strategies, overseeing cash flow, and identifying opportunities for growth. Your responsibilities will include:

  • Overseeing cash flow management and forecasting.

  • Developing investment strategies that align with company goals.

  • Managing relationships with financial institutions.

  • Leading financial reporting and risk management efforts.

  • Collaborating with senior leadership on strategic financial decisions.

What You’ll Need

  • 5+ years of experience in treasury or financial management.

  • Strong understanding of financial analysis, budgeting, and forecasting.

  • Proven track record in risk management and investment strategy.

  • A degree in Finance, Accounting, or related field (Master’s preferred).

Perks and Benefits

  • Health, Dental, and Vision Insurance

  • 401(k) Retirement Plan with Company Match

  • Paid Time Off (PTO) and Paid Holidays

  • Flexible Work Hours

  • Career development programs

Why This Role Is a Great Fit
 This is your opportunity to be a key decision-maker at [Company Name]. You’ll work with a collaborative, growth-focused team, and have the chance to influence the company’s long-term financial direction. If you’re looking for a place where you can make a real impact, this is the role for you.

How to Apply
 We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation:
 👉 [Insert WorkScreen Link]

Option 2: Structured “Job Brief + Responsibilities + Requirements” Format

Job Title: Treasurer
 Location: [Company Location]
 Type: Full-Time
 Salary: [Salary Range]

Video Message from the Hiring Manager
 [Insert Loom/YouTube video link here]
 Get a personal message from our hiring manager about why this role matters and what it’s like to work at [Company Name].

Job Brief
 We’re looking for a Treasurer to join our finance team at [Company Name]. This role will focus on cash management, financial forecasting, and guiding our investment strategies to ensure the continued growth and success of the company. The ideal candidate will have significant experience in treasury management and a passion for strategic financial planning.

Key Responsibilities

  • Oversee cash management, ensuring liquidity and smooth financial operations.

  • Develop and execute investment strategies in line with company goals.

  • Manage financial risks and implement mitigation strategies.

  • Prepare regular financial reports for senior leadership.

  • Coordinate with banks and financial institutions to manage relationships.

Requirements

  • 5+ years of experience in treasury or financial management.

  • Bachelor’s degree in Finance, Accounting, or related field.

  • Advanced financial analysis skills and proficiency with financial software.

  • Strong communication and interpersonal skills to work across departments.

Perks and Benefits

  • Competitive salary and performance bonuses

  • Health, Dental, and Vision Insurance

  • 401(k) with company match

  • Generous Paid Time Off (PTO)

  • Professional development opportunities

How to Apply
 We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation:
 👉 [Insert WorkScreen Link]

Let WorkScreen Handle the Next Step

Once you’ve created a compelling job description that resonates with the kind of candidates you want to attract, it’s time to streamline the application and evaluation process. This is where WorkScreen.io comes in.

WorkScreen helps you:

Quickly Identify Your Most Promising Candidates

WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.

Easily Administer One-Click Skill Tests

With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.

Eliminate Low-Effort Applicants

WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.

Why Choose WorkScreen?
 Using WorkScreen gives you confidence in your hiring process. You’ll be able to assess candidates based on their real-world performance, not just what’s written on their resumes. Plus, with our easy-to-use platform, you can evaluate candidates more efficiently, ensuring that you hire the right person for the job.

👉 [Insert WorkScreen Sign-Up Link]

Ready to make smarter, faster hiring decisions? Click the link below to get started with WorkScreen and start evaluating candidates based on their skills, not buzzwords.

Treasurer Job Description - FAQ

When hiring a Treasurer, there are several key skills you should look for:

  • Financial Management: A Treasurer needs to be well-versed in managing cash flow, budgeting, forecasting, and financial reporting.
  • Risk Management: Ability to assess and mitigate financial risks, ensuring the company remains solvent and protected against external economic factors.
  • Investment Knowledge: Understanding of investment strategies, financial products, and market trends, with the ability to make strategic decisions based on these insights.
  • Analytical Thinking: Strong analytical and financial modeling skills are critical in analyzing data, forecasting future trends, and making informed decisions.
  • Attention to Detail: Treasurers must be meticulous in tracking financial data, ensuring accuracy in all reports and documents.
  • Communication Skills: The ability to present complex financial data clearly to non-financial stakeholders and collaborate with other departments.
  • Strategic Thinking: A good Treasurer should think long-term, helping to shape the company’s financial future by aligning finances with business goals.

The average salary of a Treasurer can vary depending on factors such as location, company size, and years of experience. In the U.S., the average salary for a Treasurer typically ranges from $80,000 to $130,000 per year, with some positions at large companies offering higher salaries, especially in executive roles. In smaller organizations, the salary might be on the lower end of the spectrum, while at larger corporations, it could exceed $150,000, especially with years of experience and added responsibilities.

A Treasurer plays a crucial role in shaping the financial future of the company. By ensuring that cash flow is well-managed, investments are optimized, and risks are minimized, a Treasurer helps keep the company financially stable. This stability allows the business to expand, invest in new projects, and weather economic challenges. Furthermore, a Treasurer’s insights and recommendations help senior management make informed decisions about business strategies and growth.

While both roles involve overseeing the company’s financial health, a Treasurer typically focuses more on the management of cash, investments, and financial risks. They ensure liquidity, manage financial institutions, and handle day-to-day financial operations. A CFO (Chief Financial Officer), on the other hand, has a broader role that includes strategic planning, financial forecasting, and working closely with other executives to steer the overall financial direction of the company. The Treasurer reports to the CFO in larger companies but may have more autonomy in smaller organizations.

 

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Author’s Details

Mike K.

Mike is an expert in hiring with a passion for building high-performing teams that deliver results. He specializes in streamlining recruitment processes, making it easy for businesses to identify and secure top talent. Dedicated to innovation and efficiency, Mike leverages his expertise to empower organizations to hire with confidence and drive sustainable growth.

Hire Easy. Hire Right. Hire Fast.

Stop wasting time on unqualified candidates. WorkScreen.io streamlines your hiring process, helping you identify top talent quickly and confidently. With automated evaluations , applicant rankings and 1-click skill tests, you’ll save time, avoid bad hires, and build a team that delivers results.

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