
Inclusively’s Retain is the leading technology platform providing companies with a universal approach to supporting their employees in finding and accessing the workplace benefits, resources, and accommodations they need to thrive. Retain specializes in helping companies adopt a comprehensive workforce planning strategy for personalized support, recognizing that many employees struggle to find and utilize available benefits and tools they need to succeed in their jobs. Industry leaders such as Salesforce, Delta, Lyft, Accenture, Discord, Applied Systems, New York Life, UL Solutions, Accesso, RAPP, WellLife Network, and more trust Inclusively to revolutionize their hiring processes and adapt to modern employee needs, thereby enhancing the employee experience and driving organizational success. Join us in building a workplace where everyone's value is recognized and unlocked. Visit inclusively.com to schedule a demo and learn more.

Inclusively’s Retain is the leading technology platform providing companies with a universal approach to supporting their employees in finding and accessing the workplace benefits, resources, and accommodations they need to thrive. Retain specializes in helping companies adopt a comprehensive workforce planning strategy for personalized support, recognizing that many employees struggle to find and utilize available benefits and tools they need to succeed in their jobs. Industry leaders such as Salesforce, Delta, Lyft, Accenture, Discord, Applied Systems, New York Life, UL Solutions, Accesso, RAPP, WellLife Network, and more trust Inclusively to revolutionize their hiring processes and adapt to modern employee needs, thereby enhancing the employee experience and driving organizational success. Join us in building a workplace where everyone's value is recognized and unlocked. Visit inclusively.com to schedule a demo and learn more.
Product: Retain — an AI-driven workforce personalization platform for employee needs, accommodations, and benefits visibility
Founded / HQ: Founded 2019 (operating timeline indicates founding activity in 2020); Richmond, Virginia
Stage / Funding: Series A announced Nov 16, 2023 (lead: Firework Ventures); total reported funding includes multiple rounds
Customer traction: Named enterprise customers include Salesforce, Delta, Lyft, Accenture, Discord and others
| Company |
|---|
Workplace inclusion, employee accommodations, benefits utilization, workforce planning
2019
Human Resources Services
Seed round recorded May 3, 2021
Convertible note recorded Dec 28, 2022
Grant recorded in 2020
Arch Grants award recorded Dec 15, 2022
13000000
Series A announced Nov 16, 2023; Benson Capital Partners listed among investors
“Firework Ventures (lead investor for Series A); Benson Capital Partners also an investor”
Inclusively is partnering with a multinational professional services network to hire a Tax Change Management, Analyst. **Please note: this role is NOT an internal position with Inclusively but with the partner company.** ABOUT INCLUSIVELY Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans . However, Inclusively does not require candidates to disclose their specific disability to join the platform. Responsibilities The role requires working knowledge of professional services and the end-to-end technology delivery life cycle. As a change management specialist, you will work across multiple tax market offerings collaborating with Tax subject matter specialists and the team within the Tax Transformation Office. Project related activities include: * Stakeholder analysis * Leadership alignment * Identify and assess change impacts and implications * Develop and execute change action plans * Support the Transformation Network * Define, collate, and assess adoption metrics * Develop and distribute communications * Manage user surveys and analyze user feedback * Support the design and delivery of training programs * Assess change readiness * Support executive reporting * Ability to perform job responsibilities within a remote work model and across geographies that requires US Tax professionals to co-locate periodically. * Develop a strong understanding of standards, processes and technology. Qualifications Required: * Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate 2-3 days per week * Bachelor’s degree in business or information technology related field * 3+ years human capital and change management experience * Strong PowerPoint/Excel experience * End-to-end technology project delivery * Stakeholder analysis and/or leadership alignment * Experience developing change management key messages and developing communication using multiple platforms, i.e. video, email, powerpoint etc. * Ability to travel 25% -50% a month. * One of the following active accreditations obtained, in process, or willing and able to obtain: * Licensed CPA in state of practice/primary office if eligible to sit for the CPA * If not CPA eligible: * Licensed Attorney * Enrolled Agent * Technology Certifications: * Program Management Professional (PgMP) * Project Management Professional (PMP) Preferred: * Relevant certification, Prosci, Agile or PMP certification * Adoption planning * Experience working within a professional services environment * Working knowledge of data management and metrics Salary: $87,010 to $161,590