El Gerente de Contabilidad es un líder práctico responsable de supervisar las funciones clave de contabilidad en un entorno de equipo pequeño y dinámico. Este rol requiere un equilibrio entre liderazgo y ejecución, con participación directa en las actividades contables diarias y mejoras de procesos. El Gerente de Contabilidad colabora estrechamente con la alta dirección, otros equipos contables y equipos multifuncionales para garantizar la precisión financiera y apoyar la toma de decisiones del negocio.

Responsabilidades Clave:

• Garantizar que los asientos contables para el cierre mensual y anual sean oportunos y precisos
• Gestionar y conciliar diversas relaciones intercompañía
• Revisar conciliaciones de cuentas de balance para el cumplimiento mensual
• Monitorear y analizar variaciones y tendencias dentro de ciertas cuentas, centros de costos y entidades
• Brindar soporte a colegas de AP (Cuentas por Pagar), Reportes Financieros, Impuestos y Regulatorio
• Asistir en solicitudes de auditoría externa
• Trabajar de manera transversal con equipos de Tesorería, Finanzas, Auditoría Interna y Negocio
• Diseñar y documentar procedimientos
• Identificar e impulsar mejoras y optimización de procesos
• Trabajar en proyectos y liderarlos según sea requerido
• Supervisar, mentorizar y desarrollar al equipo; brindar retroalimentación, establecer objetivos y actuar como modelo de los valores de la empresa
• Se requerirán horas extra en ocasiones

Requisitos:

• Inglés fluido
• Licenciatura en Contabilidad o Finanzas
• Más de 8 años de experiencia progresiva en contabilidad financiera
• Experiencia previa gestionando o supervisando personal
• CPA, experiencia en firma contable (Public Accounting) o en empresas grandes (preferido)
• Fuerte conocimiento de US GAAP
• Experiencia comprobada con sistemas ERP grandes y/o sistemas de liquidación, Oracle Cloud (deseable)
• Experiencia en contabilidad internacional (preferido)
• Habilidades analíticas avanzadas, organizativas y de resolución de problemas
• Alta atención al detalle y precisión
• Excelentes habilidades de comunicación escrita y verbal
• Sólidas habilidades en sistemas, incluyendo Excel avanzado y Word
• Experiencia en entornos contables complejos con múltiples monedas (deseable)
• Capacidad para gestionar múltiples prioridades y plazos en un entorno dinámico
• Familiaridad con herramientas impulsadas por IA, automatización o tecnologías emergentes en finanzas (deseable)

Sobre Convera:
Convera es la empresa de pagos transfronterizos B2B no bancaria más grande del mundo. Anteriormente conocida como Western Union Business Solutions, aprovechamos décadas de experiencia en la industria y soluciones tecnológicas de pago para ofrecer movimientos de dinero más inteligentes a nuestros clientes, ayudándolos a capturar más valor en cada transacción. Convera atiende a más de 30,000 clientes, desde pequeños empresarios hasta tesoreros corporativos, instituciones educativas, instituciones financieras, firmas legales y ONG.

Nuestros equipos se preocupan profundamente por el valor que aportamos a nuestros clientes, lo que convierte a Convera en un lugar de trabajo gratificante. Este es un momento emocionante para nuestra organización, ya que estamos construyendo nuestro equipo con personas orientadas al crecimiento y resultados, que buscan avanzar rápidamente en un entorno innovador.

Como una empresa verdaderamente global con colaboradores en más de 20 países, nos apasiona la diversidad; buscamos y celebramos personas de diferentes orígenes, estilos de vida y perspectivas únicas. Queremos trabajar con el mejor talento y fomentar una cultura de inclusión y pertenencia.

Ofrecemos una amplia gama de beneficios competitivos, incluyendo:
• Salario competitivo en el mercado
• Grandes oportunidades de crecimiento y desarrollo profesional en una organización global
• Modalidad híbrida con 2 días presenciales a la semana
• Excelente paquete de seguros (salud, discapacidad, vida)
• Feriados pagos, vacaciones y políticas de licencia para eventos de vida (maternidad, paternidad, adopción)
• Oportunidades de voluntariado pagadas (5 días al año)
• Horario matutino 8:00 a.m-5:00pm; hay flexibilidad

Aplica ahora si estás listo(a) para liberar tu potencial.

Customer Success Manager - Description

Zeta Global is looking for a dynamic and personable individual who is acutely skilled in client service management to join the CRM Customer Success account team to manage a portfolio of existing clients. The Customer Success team is responsible for managing client relationships and delivering best-of-breed customer service and performance for our marketing clients.

The Account Manager collaborates with multiple stakeholders to negotiate, draft, and ‘close’ commercial agreements between Zeta Global and our enterprise clients. This role requires a keen focus on contractual outcomes, with the goal of sustaining & maximizing Zeta Global’s incumbent Annual Recurring Revenue (ARR). The primary success metrics for the Account Manager are Net ARR retention and customer satisfaction.

Responsibilities

• Responsible for overall client satisfaction and retention.
• Assume contractual responsibilities for a portfolio of clients, executing a license renewal schedule and SOW cadence with each.
• Build critical client relationships with contract signatories, procurement, legal, and key finance personnel.
• Act in a client-facing capacity to lead the direction, communications, and outcomes across teams.
• Lead client calls and communications. Ensure and manage to outcomes and follow-ups.
• Manage client budget and forecast processes.
• Ensure compliance with SLAs.
• Promote and pursue client collections, when necessary.
• When issues are identified, work with team members to develop solutions and client communication. Escalate any major client issues, bringing in senior management as appropriate. 

Required Experience

• BS or BA degree, preferably in Marketing or Business
• 5 -7 years’ experience in account management or professional work experience in a fast-paced agency environment, with accountability or direct involvement in contracts ranging up to $100K in annualized value
• Excellent communications skills and relationship skills
• Strong business acumen with natural aptitude for identifying risks and opportunities.
• Self-driven with the energy and resilience to perform consistently at a high level
• Proficient in MS Office: Excel, PowerPoint, and Word

***Proficiency in spoken and written English at an advanced level is required for this role.

A day in the life:

As a Senior Account Director, you’ll be responsible for working with clients in the Healthcare division. You will have a broad and varied background with hands-on experience across many digital marketing channels and tools. This role will work to drive performance through integrated marketing tactics across paid, owned and earned channels. As a seasoned business consultant, the Senior Account Director will guide and counsel clients on how marketing tactics can drive business outcomes. The Senior Account Director will manage direct reports and lead cross-functional account teams of highly-talented marketers by working closely to optimize their efforts and provide strategic guidance. In collaboration with Account Managers, they will spearhead service expansions, manage media, craft testing roadmaps and lead tactical pivots when necessary. Additionally, you will demonstrate exceptional leadership by gaining trust and providing unmatched strategic insight to their cross-functional account teams. Within the Client Services department, the Senior Account Director will also be responsible for leading key initiatives within the team such as talent acquisition, training or product quality. This is an exciting role for a seasoned digital marketer seeking an opportunity to lead innovative, growth-oriented  marketing campaigns.

Responsibilities:

• Client-centric Communication: Establishes a strong relationship with client key decision makers by hosting monthly one-on-one check-ins to review holistic business performance, gauge sentiment, solicit feedback and share additional opportunities to support the business goals
• Marketing Strategy: Leads the cross-functional account teams with a comprehensive strategy across paid, owned and earned channels to meet or exceed client business objectives; Demonstrates proficiency in cross-channel media planning and testing roadmaps, including the connection of a client’s product, audience and media
• Client Performance & Results: Ensures that at least 75% of their client roster is hitting their goals/forecast targets within the partnership.
• Data-driven Insights: Leverages data and analytics, such as first-party data tools like Google Analytics and Looker Studio, to identify strategic opportunities; Translates learnings into clear and concise reporting with actionable next steps
• Measurement Frameworks: Uses overlapping datasets to find the truth and make better marketing decisions; Prioritizes business metrics to guide strategy and budgets; Leverages platform or attribution metrics to inform tactical daily optimizations; Uses incrementality to validate when needed
• Team Coaching and Development: Leads by example and practices servant leadership; Delivers timely, specific feedback to team members to up-level business acumen and connect the marketing objectives to business objectives
• Existing Account Manager Support: Shadows and provides coaching and feedback to new hires within the first 90 days and/or existing Account Managers to ensure high product quality and assist in coaching any skill gaps
• Client Portfolio: Manages a diverse set of clients totaling with specific target monthly recurring revenue
• Client Retention: Leads the contract renewal strategy by following the established client renewal process and timelines.  Takes a proactive approach to the process, beginning at least 90 days in advance of the contract expiration date by preparing the  presentation and proposal development alongside the Account Manager to extend client partnerships.  Reviews and analyzes client contracts on a regular basis to ensure goals are on target
• Service Expansions: Works with the Account Manager and the internal account team to identify additional strategies to improve performance and expand client partnerships. 
• Own the strategic coaching and development of Account Managers and Resource Team leads, ensuring teams can independently connect channel execution to client business outcomes and confidently lead client conversations
• Elevate client-facing excellence across accounts, coaching teams on storytelling, executive presence, and emotional intelligence to deliver clear, polished recommendations
• Scale team capability and consistency, developing AMs as strategic leaders, reinforcing shared expectations across accounts, and balancing client demands with team capacity to drive sustainable performance.
• Department Operations: Plays an active role in supporting key department initiatives such as recruitment, staffing, training, onboarding and more
• Specialty Focus Area: Identifies a focus area within the department that aligns with the individual’s skill set; Creates a roadmap alongside the Account Manager to enhance and optimize that focus area (e.g., Training, Reporting, Talent Acquisition)
• Responsible for other tasks and projects as assigned by Client Services department leadership, as needed
• Employ AI technologies to enhance and optimize business processes

Role Requirements:

• Bachelor's Degree in Marketing, Communication or related discipline
• 10+ years cross-channel digital marketing experience, including: strategic planning, consumer insights, digital integration and client services, ideally in a digital or media agency
• Proven track record of delivering high customer satisfaction scores through NPS or similar retention metrics
• Strong understanding of paid media, particularly Google Ads and Meta Ads
• Working knowledge of SEO, Analytics, and Creative workflows and deliverables
• Experience speaking to business-level metrics such as LTV:CAC, ROAS, etc.
• Proficiency in establishing goals for clients and validating forecast scenarios to show a path to goal
• Campaign leadership skills for end-to-end campaign development including strategy, segmentation, targeting, etc. in a multi-channel environment
• Ability to quickly build rapport and develop relationships with executive-level points of contact
• Desire to work in a role that functions as both a marketing consultant and a business consultant for clients
• Highly dependable individual who thrives in a fast-paced environment and is a self-starter; Emanates high energy and a positive attitude
• Entrepreneurial spirit with a passion for problem-solving, continued learning and personal growth

Key Performance Indicators (KPIs)

• Division ETCR or Expansion to Churn Ratio (as established quarterly)
• Division Team Retention Rate of 90%+
• Client Retention Rate of Book of 96%+
• Deliverable timeliness: 95% on time delivery
• NPS for Account Director Portfolio (8 or above)
• MRR: $100k+ monthly revenue

Most Important Things (MITs)

• Team Coaching and Development
• Marketing Strategy, Development and Execution
• Client Retention and Client Revenue Growth

Benefits & Perks:

• Base salary paid in USD + commission opportunities
• Unlimited Time Off available on day one
• Fully flex work environment: full-remote, in-office, or hybrid
• Healthcare stipend: $50/month to support your healthcare or insurance costs
• National Holidays + 2 Mental Health Recharge Days per year
• Unlimited opportunities for growth & leadership within a rapidly growing firm
• Ongoing employee development programs for personal and professional growth (Hedgehog and Vital 5s)
• Quarterly awards including prize money and recognition for outstanding performance
• Opportunities to be involved in company DEI initiatives

Smartsheet is seeking a Learning Experience Designer to join our team. As a LxDesigner, you'll put our employees’ knowledge above all else and have a passion for creating learning solutions. You'll work on a motivated, supportive team with ownership of our internal learning and development products. Graphic design and knowledge of human-computer interaction are essential, and, of course, becoming a certified Smartsheet user is important to your success. 

You will report to our Manager, Learning Experience.This role is eligible for remote work within Costa Rica. You  must reside in Costa Rica.  

You Will:

• Develop creative, customer-centric, performance-based training materials.
• Manage learning product development projects, including scoping, managing Subject Matter Experts (SMEs), and working with other departments.
• Work with our Customer Excellence teams and SMEs to create storyboards/scripts and production-ready content that meet employees' needs.
• Report on and communicate the results of educational content to cross-functional stakeholders.
• Stay current on new learning approaches, behavioral science, and technology, and apply that knowledge to our learning products.
• Become a Smartsheet product expert
• Be an Administrator for the Learning Management System (LMS). Maintain systems, create user profiles, create usage reports, publish SCORM, video, and other digital content etc.
• Other job duties as assigned.

You Have

• 5+ years of combined experience building engaging educational content in various modalities in consultation with your stakeholders.
• At least 2 years of experience creating educational content for SaaS. 
• Strong grasp of adult learning principles.
• Proficiency in Articulate Storyline, Articulate Rise, and Camtasia
• Experience with digital content creation using Adobe Creative Cloud.
• A portfolio of eLearning, video, and graphic design projects. The portfolio should reflect graphic design skills with a clean aesthetic.
• Experience using ID strategies to launch digital training
• Experience managing and reporting on all curriculum and assessment data
• LMS administration experience, including eLearning publishing and learning assessments.
• Basic knowledge of web development (HTML5, CSS, JavaScript) is preferred.

Perks & Benefits:

• Fully paid Health & Life insurance for full-time employees and family members
• Monthly stipend to support your work and productivity
• 12 days paid Vacation + Flexible Time Away Program
• 20 weeks fully paid Maternity Leave
• 12 weeks fully paid Paternity/Adoption Leave
• Personal paid Volunteer Day to support our community
• Opportunities for professional growth and development including access to LinkedIn Learning online courses
• Company Funded Perks including a counseling membership and your own personal Smartsheet account

Teleworking options from any registered location in Costa Rica (role specific)

We are seeking an experienced Technical Writer to plan, develop, and maintain customer-facing content for the Smartsheet Help Center and internal product documentation. You'll partner with the product team to deliver and maintain documentation that serves as the foundation for customer and internal enablement. As a Technical Writer, you own documentation quality and strategy across our product knowledge base—enabling both customers and internal teams to self-serve and reducing support and training burden. You'll drive improvement initiatives across our documentation, learning tracks, guides, and video content, while managing rapid product changes.

You will report to the Manager, CE Enablement Knowledge Experiences based in the US. This role is eligible for remote work within Costa Rica. You  must reside in Costa Rica. 

You Will:

• Immerse yourself in Smartsheet's product line and gain an understanding of the technologies and features necessary for accurate documentation.
• Distill specification documents and internal technical specifications and use the information to create targeted, quality, customer-facing content. Deliverables include but aren’t limited to:
• Technical articles for the Smartsheet Help website (how to, reference, FAQ, troubleshooting) and/or API documentation on the dev website
• Content for eLearning modules or videos
• Internal documentation
• Visual aids for Help content (screenshots, gifs, etc.)
• Produce customer-facing video content, including scripting, recording, and light editing in collaboration with stakeholders and subject matter experts
• Work with Subject Matter Experts (SMEs) to ensure the technical accuracy of your work
•  
• Use AI tools to accelerate content production, improve quality, and scale output—applying established team workflows and experimenting with new approaches as the tooling evolves
• Track and report on your own project assignments and schedule, working towards hard deadlines
• Contribute to templates, processes, and standards that support consistent, scalable content production
• Review and compile internal change requests and customer feedback and use this information to recommend and implement content changes
• Work with the Web Team to suggest Help site improvements for both the end user and the writers who are publishing content
• Maintain the Smartsheet Help and Learning style guide
• Optimize content for discoverability via Search
• Work on improvement projects to implement content governance tools, improve processes, and document changes. 
• Other job duties as assigned.

You Have:

• 3-5  years of experience writing or editing content for a variety of audiences on the web
• A BA in English, Technical Communication, or a related discipline (or equivalent experience)
• Basic understanding of and ability to use HTML formatting
• Strong Command of English language both oral and written (C1 and above)
• Experience developing templates and processes for ensuring consistent delivery
• Understanding of SEO and GEO best practices
• Experience using analytics tools (Google Analytics, for example) to make impactful content decisions
• A passion for technology and familiarity with the benefits and challenges of working on a SaaS product 
• An ability to distill technical jargon and turn it into clear and professional language that is customer-focused
• Familiarity with video content production—scripting, screen recording, or light editing
• Experience creating screenshots and/or visual diagrams to promote understanding of complex ideas 
• Strong organizational skills and an ability to perform basic project management and prioritization tasks
• Experience with content production, for example, moving a document from a draft stage in one tool and formatting and publishing it to a CMS
• Experience using one or more content management systems (experience using Drupal 9 or newer is a plus)
• Demonstrated experience integrating AI tools into professional workflows, including building custom AI configurations (such as GPTs or Gems) and connecting LLMs to external platforms 
• A point of view on where AI is taking technical writing, incuding familiarity with AI writing tools and an interest in expanding how AI is used in content workflows
• Smartsheet Product Certification preferred by not required

Perks & Benefits:

• Fully paid Health & Life insurance for full-time employees and family members
• Monthly stipend to support your work and productivity
• Asociacion Solidarista with employee and employer contributions, as well as potential alliances with entities such as universities, gyms, etc.
• 12 days paid Vacation + Flexible Time Away Program
• 20 weeks fully paid Maternity Leave
• 12 weeks fully paid Paternity/Adoption Leave
• Personal paid Volunteer Day to support our community
• Opportunities for professional growth and development, including access to Udemy online courses
• Company Funded Perks, including a counseling membership and your own personal Smartsheet account
• Teleworking options from any registered location in Costa Rica (role-specific)

About Zuora

At Zuora, we’re redefining how modern businesses grow. We help companies thrive in the Subscription Economy, where success is built on recurring relationships rather than one-time transactions. Our platform empowers the world’s most innovative organizations to monetize new business models, manage subscriber relationships, and optimize digital experiences. From media and SaaS to manufacturing and fintech, industry leaders rely on Zuora to unlock sustainable growth and transform how they deliver value to customers. Join us and help shape the future of monetization.

The Opportunity

We are looking for a Technical Account Manager focused on Revenue Advisory to join our team in Costa Rica.

The Technical Account Manager (TAM) is both a consultative, outcome-focused revenue advisor and a trusted strategic partner for our customers’ finance and revenue operations teams. You’ll dive deep into the Zuora platform — especially Zuora Revenue and related Billing capabilities — to help customers modernize revenue operations, automate revenue recognition, and stay compliant with ASC 606 and IFRS 15, while still bringing the technical depth needed to connect our products into their broader SaaS and ERP landscape.

You’ll balance strategic revenue advisory with practical, data-driven execution: translating accounting policies into scalable system designs, validating data models and integrations, and ensuring customers realize measurable outcomes such as faster close, fewer manual adjustments, and cleaner audit trails. You’ll collaborate cross‑functionally with Customer Success, Product, Engineering, and Revenue Advisory teams so that solutions are both technically sound and aligned with business goals.

Your background in revenue accounting, revenue operations, and SaaS applications will be critical as you advise customers on best practices, troubleshoot complex challenges, and shape solutions that drive business impact.

What You’ll Do

Become a Zuora Revenue Expert

• Complete Zuora’s comprehensive onboarding and product training, with a focus on Zuora Revenue and its integration with Billing and upstream CRM/CPQ systems.
• Develop deep expertise in Zuora’s revenue products, services, and solutions so you can confidently guide controllers, revenue managers, and finance leaders through their transformation journeys.

Guide Customers Through Revenue Transformation

• Act as a trusted advisor on revenue recognition automation: interpret ASC 606 / IFRS 15 requirements and translate them into practical configurations, policies, and process designs in Zuora Revenue.
• Lead discovery sessions with Finance, Revenue, and IT stakeholders to understand business models, revenue streams, and constraints, and design solutions that align with their objectives and compliance needs.
• Design and present tailored revenue operations architectures across quote-to-cash, covering contract setup, performance obligations, billing, collections, and revenue recognition touchpoints.

Drive Adoption, Health, and Business Outcomes

• Own the technical and functional health of your accounts for revenue-related use cases, ensuring high adoption of Zuora Revenue capabilities and associated best practices.
• Define and track revenue-focused business cases and KPIs (e.g., days to close, manual journals, audit findings, forecasting accuracy) to show clear value realization and ROI for your customers.
• Proactively identify expansion and optimization opportunities across business units and regions, partnering with Account Management and Customer Success to grow Zuora’s footprint.
• Advisor for revenue solutions: guide customers through configurations, workflows, data models, and required integrations between Zuora Revenue, Billing, and source systems.
• Use SQL and data analysis to investigate revenue data issues, validate data structures, reconcile key metrics, and support reporting and analytics needs across Finance and RevOps.
• Collaborate with customer engineering and integration teams on API-based integrations (REST/SOAP), data flows, and error-handling patterns that keep revenue processes robust and auditable.
• Maintain and evolve runbooks, revenue process maps, and architecture diagrams so customers have clear documentation of how their revenue solution is implemented and governed.

Collaborate Across Zuora & Influence Product

• Work closely with Account Executives, Solution Architects, Product, Engineering, and partners to ensure revenue use cases are well-understood, supported, and prioritized.
• Bring forward customer use cases and feedback that help shape Zuora’s product roadmap for revenue accounting, billing, and related workflows.
• Support RFPs/RFIs, customer briefings, and executive presentations as the go‑to expert on Zuora’s revenue capabilities, positioning Zuora as the preferred strategic partner.

Travel

• Occasional travel within North America to support customers, workshops, and team events, as needed.
  
  

About You

• Education & Domain Expertise
• BA/BS in Accounting, Finance, or a related field, or equivalent practical experience.
• 5+ years of experience in Revenue Accounting and/or Revenue Operations, ideally within SaaS or technology companies, with a strong understanding of ASC 606 and IFRS 15.
• Preferred professional certifications: Certified Public Account (CPA) or Certified Private Accountant (CPI)
  
  
• Revenue & Systems Experience
• Hands-on experience implementing, operating, or advising on revenue recognition or order-to-revenue systems (e.g., Zuora Revenue, Zuora Billing, SAP RAR, Oracle, NetSuite, Workday, Salesforce CPQ/Billing).
• Proven ability to translate complex revenue and finance requirements into scalable system designs, configurations, and integrations that support compliance and reporting needs.
  
  
• Technical & Data Skills
• Experience using modern AI-powered productivity tools (e.g., Cursor or similar assistants) to analyze data, document solutions, and accelerate problem-solving.
• Proficiency with SQL (joins, data validation, troubleshooting) and comfort working with APIs (REST/SOAP) to design, test, and debug data integrations across revenue and billing systems.
• Preferred familiarity with object-oriented or scripting languages (e.g., Java, Python, JavaScript, or JSONata) and web technologies (e.g., HTML) is a strong plus, but your primary focus is on revenue operations and data, not software development.
  
  
• Advisory, Communication & Leadership
• Excellent presentation, storytelling, and facilitation skills — comfortable engaging with operational teams and C‑level executives through weekly syncs and QBRs to explain revenue concepts, trade-offs, and system behaviors in clear business terms.
• Demonstrated ability to lead business discussions with controllers, CFO staff, and IT, and to articulate the value and best practices of our revenue solutions in both technical and non‑technical language.
• Proven experience managing multiple customers or projects in a fast‑paced environment while maintaining a strong focus on outcomes and customer success.
  
  
• Mindset
• Strong curiosity and motivation to master the quote‑to‑cash lifecycle and stay current on evolving revenue standards and best practices.
• A collaborative, low‑ego, and ownership‑oriented approach — you enjoy working across Finance, RevOps, IT, and Product teams to solve tough problems and unlock new value for customers.
  
  

Benefits

As an industry pioneer, we are constantly evolving and challenging ourselves to innovate. Our people — whom we call ZEOs — are empowered to take ownership, collaborate openly, and make meaningful impact. Together, we are shaping what’s next for our customers, communities, and the world.

What We Offer

We support our employees with a comprehensive benefits package designed to help them thrive:

• Competitive compensation and performance-based bonuses
• Medical, dental, and vision coverage
• Flexible time off and wellness days
• Paid holidays and company-wide year-end break
• Paid parental leave
• Learning & Development stipend
• Opportunities to volunteer and give back
• Mental health resources and wellbeing support

(Benefits may vary by country and will be discussed during the interview process.)

Work Location

This is a location-specific position that requires you to come into the office regularly to be most effective. Zuora Costa Rica office (Heredia): Multiple office days with some remote flexibility.

Our Commitment to Inclusion

At Zuora, everyone counts. We believe diverse perspectives make us stronger, and we are committed to building an inclusive workplace where every employee feels valued and empowered. Zuora is proud to be an Equal Opportunity Employer and welcomes applicants from all backgrounds. If you need accommodations during the hiring process, please contact assistance@zuora.com.

About Zuora

At Zuora, we help businesses grow smarter and adapt faster. Our platform powers modern business models — from subscriptions and usage-based pricing to AI-driven and outcome-based offerings — helping companies launch new products, automate complex billing, and unlock predictable, recurring revenue.

We’ve led the Subscription Economy for more than a decade. Now we’re evolving again by building the definitive platform for quote to cash and helping companies monetize their products and services with an adaptable, AI-ready foundation.

The Opportunity

We are looking for a Technical Account Manager to join our team!

The Technical Account Manager (TAM) is both a hands-on technical advisor and a trusted strategic partner for our customers. You’ll dive deep into the Zuora platform — designing workflows, analyzing data models, writing SQL queries, and advising on API integrations — while also guiding customers on how to best architect and scale their subscription business.

You’ll balance technical problem-solving with strategic advisory, collaborating with cross-functional teams to ensure solutions are both technically sound and aligned with business goals.

Your background in SaaS applications, enterprise integrations, and financial or revenue systems will be critical as you advise customers on best practices, troubleshoot complex challenges, and shape solutions that drive measurable success.

As a TAM, you’ll partner closely with executives and technical teams alike, leveraging your technical depth, communication skills, and business acumen to build long-term relationships and establish yourself as a trusted advisor.

If you’re passionate about solving complex SaaS challenges and excited to help customers succeed in the Subscription Economy®, we’d love to have you on the team.

This is a location-specific position that requires you to come into the office regularly to be most effective.

Zuora Costa Rica office (Heredia): Multiple office days with some remote flexibility.

About You

Your experience

• Preferred 3–5 years of hands-on SaaS/enterprise application experience, ideally with ERP, CRM, Billing, or Revenue platforms (e.g., Salesforce, NetSuite, Workday).
• Strong proficiency with SQL (joins, data validation, troubleshooting) and experience with APIs (REST/SOAP) — able to design, test, and debug integrations.
• Experience working directly with technical stakeholders to design data models, process flows, and system integrations.
• Background in computer engineering, software engineering, solution architecture, or technical consulting with a strong desire to stay close to the technology.
• Familiarity with object-oriented programming languages or scripting languages (e.g., Java, Python, JavaScript, or JSONata) and web technologies (e.g., HTML) is a strong plus.
• Excellent communication and relationship skills — able to work comfortably with both executives and technical teams.
• Ability to manage multiple projects and customers in a fast-paced environment while maintaining a focus on technical excellence and customer outcomes.
• Demonstrated leadership abilities to lead business discussions with customers and architect the value of our solution and the best practices to implement it.

About The Team

• Act as a hands-on technical advisor for your customers, helping them design Zuora solutions through configurations, workflows, API integrations, and your expertise of data models.
• Use SQL and data analysis to problem solve customer questions, validate data structures, and support reporting needs.
• Guide customers in designing robust, scalable solutions for subscription management, billing, and revenue recognition.
• Partner with Product and Engineering teams, bringing forward technical use cases and product feedback that influence Zuora’s roadmap to align with Customer’s needs.
• Establish and maintain system architecture diagrams, runbooks, and configuration documentation to ensure long-term technical health.
• Educate customers on best practices through custom solution-specific training and ongoing technical advisory sessions.
• Serve as a bridge between business goals and technical execution, ensuring solutions meet requirements and drive measurable outcomes.

Benefits

Zuora offers a comprehensive total rewards package designed to support ZEOs’ wellbeing, growth, and flexibility. While specific offerings may vary by country, we typically provide:

• Competitive compensation, variable bonus and performance-based reward opportunities, and retirement programs
• Medical, dental, and vision insurance
• Generous, flexible time off, plus paid holidays, wellness days, and a company-wide year-end break
• Paid parental leave (including fully paid leave for eligible ZEOs, subject to local policy)
• Learning & development stipend to support ongoing growth
• Opportunities to volunteer and give back, including charitable donation matching where available
• Mental wellbeing resources and support

*Benefits may vary by location; details will be shared during the interview process

#ZEOLife at Zuora

ZEOs (our employees) are empowered to take ownership, challenge the status quo, and make a real impact. We:

• Collaborate deeply across teams and regions
• Learn constantly and iterate often
• Build an inclusive, high-performance culture where people feel inspired, connected, and valued

Our Commitment to an Inclusive Workplace

Think, be and do you.
At Zuora, different perspectives, experiences, and contributions matter — everyone counts.

Zuora is proud to be an Equal Opportunity Employer committed to creating an inclusive environment for all. We do not discriminate on the basis of, and consider individuals seeking employment with Zuora without regard to, race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.

We encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us by sending an email to assistance@zuora.com (or local equivalent, where applicable).

Technical Account Engineer II

Sumo Logic's Cloud SIEM (Security Information and Event Management) platform provides comprehensive security visibility and analytics for modern cloud and hybrid environments. Leveraging advanced analytics and machine learning, our Cloud SIEM delivers real-time threat detection, incident response, and compliance management. Designed for scalability and efficiency, it seamlessly integrates with a wide range of security tools and data sources, enabling organizations to effectively manage and mitigate security risks while optimizing their security operations. Sumo Logic's Cloud SIEM empowers security teams to stay ahead of evolving threats and maintain robust security postures.

We are seeking a highly skilled Technical Account Manager. As a trusted customer advisor, Technical Account Manager not only help our customers understand best practices to maximize Sumo Logic's value, drive customer ROI and also delve deep into the technical nuances of our platform. You'll be hands-on, assisting customers in navigating the complexities of Sumo Logic and leading strategic growth through robust relationships with users and executives in partnership with the Sumo Logic account team. Your expertise in advanced training, complex problem-solving, and enabling technology adoption will be crucial. We support customers across various verticals with specialized needs in information security, DevSecOps, and observability and monitoring.

This role offers the excitement of joining Sumo's team, which is renowned for tackling our customers' most intricate security and operational challenges. As a TAM, you'll have visibility up to the CEO level and engage with our executive team on strategic initiatives.

Travel Requirements

• Flexible, but generally once or twice a quarter (10-25%)
  • Customer Visits
  • Corporate Visits for Training, mandatory meetings, etc.

Responsibilities

• Advanced Technical Expertise: Hands-on keyboard experience and consultative skills.
• Strategic Adoption Drive: Facilitate training on advanced features and practices, aligning with the customer's specific usage of Sumo Logic.
• Customized Success Planning: Work closely with customers to understand their unique requirements and challenges, ensuring alignment with their expected business outcomes through a hands-on, consultative approach to build their adoption plan, then help them to achieve it and track progress. You’ll keep an eye out for additional opportunities and work to expand the plan as they progress to maximize the value they get from SUMO Logic.
• Risk Mitigation and Planning: Ability to identify financial and adoption risks within an account and pull the team together to create a thorough plan to turn risky situations into an advocacy scenario.
• Growth Strategy Development: Collaborate with the account team to formulate and implement strategies that balance customer needs with Sumo Logic’s business growth.
• Proactive Monitoring and Support: Vigilantly monitor customer KPIs, proactively address deployment issues, and drive product roadmap suggestions from customer feedback.
• Executive Engagement: Conduct Quarterly Business Reviews and monthly health check calls, maintaining a proactive, strategic presence in the account team.
• Monitor and report on the overall well-being of customers, tracking essential health and usage indicators to reduce or eliminate churn risk
• Data Analysis: Ability to look at data and infer usage patterns

Required Qualifications and Skills

• Extensive SaaS Experience: Proven track record in a technical role managing multiple customer accounts, preferably with a background in DevOps Engineering, SOC analysis, or similar technical positions.
• Customer-Centric Approach: Passionate about customer satisfaction and problem-solving.
• Relationship Management: Demonstrated ability in managing relationships across various levels, from technical practitioners to executives.
• Communication Excellence: Professional and clear communication skills, adept in both executive meetings and technical workshops.
• Ambiguity Navigation: Ability to work with uncertainty and proactively seek necessary support.
• Account Management Prowess: Demonstrable skills in managing multiple Accounts with a keen eye for detail.
• Familiar with Cyber Security frameworks and their applications in the secure DevOps Lifecycle
• Curiosity to learn about the customer base and curiosity to continue learning
  

Desired Qualifications and Skills

• Monitoring Platform Experience: Proficiency in Sumo Logic or similar platforms (e.g., Splunk, Data Dog, Elastic, New Relic, Appdynamics, VMWare Tanzu).
• Cloud Services Knowledge: Hands-on experience with AWS, GCP, Azure, or other cloud services.
• Query Language Proficiency: SQL or similar query language skills.
• Security and Operations Background: Experience in monitoring and alerting in security, operations, or SecDevOps settings.
• Advanced Technologies: Kubernetes expertise (including HELM) and data analytics knowledge are highly advantageous.
• OSS skills in Otel, Prometheus, and Falco are a plus
• Sumo Logic experience is a big plus but not required
• 5-10 Years experience

About Us

Sumo Logic, Inc. helps make the digital world secure, fast, and reliable by unifying critical security and operational data through its Intelligent Operations Platform. Built to address the increasing complexity of modern cybersecurity and cloud operations challenges, we empower digital teams to move from reaction to readiness—combining agentic AI-powered SIEM and log analytics into a single platform to detect, investigate, and resolve modern challenges. Customers around the world rely on Sumo Logic for trusted insights to protect against security threats, ensure reliability, and gain powerful insights into their digital environments. For more information, visit www.sumologic.com.

Sumo Logic Privacy Policy. Employees will be responsible for complying with applicable federal privacy laws and regulations, as well as organizational policies related to data protection.

ROLE OVERVIEW

The Senior Renewals Operations Manager, Professional Services is a strategic, highly cross-functional role responsible for driving the effectiveness, scalability, and overall experience of the global Professional Services organization. Acting as a key operational partner to the SVP of Professional Services, this role owns the end-to-end Technical Account Manager (TAM) experience—ensuring process excellence, data-driven execution, and operational consistency across regions.

Positioned at the center of the post-sales ecosystem, this role aligns Professional Services with Renewals, Customer Success, Support, and Sales to ensure a seamless, scalable, and predictable customer experience. The role leverages data, analytics, and AI-driven capabilities to enhance performance, improve decision-making, and enable growth. This is a high-impact individual contributor role with strong executive visibility.

WHAT YOU’LL DO

• Act as a trusted operational partner to Professional Services leadership, translating strategy into scalable execution
• Own and evolve the global Professional Services operating model, ensuring consistency and scalability across regions
• Drive the rhythm of the business (weekly, monthly, quarterly) to proactively identify risks and optimize performance
• Define and track KPIs and leading indicators to measure health, productivity, and predictability
• Own and enhance the end-to-end Technical Account Manager (TAM) experience, improving workflows, tools, and processes
• Reduce operational friction and increase time spent on high-value customer engagement
• Drive cross-functional alignment with Renewals, Customer Success, Support, Sales, Finance, and Systems teams
• Lead change management initiatives to ensure adoption of new processes, tools, and operating models
• Leverage data, analytics, and AI-driven capabilities to deliver insights, improve predictability, and enable automation
• Partner with systems and analytics teams to build scalable reporting, workflows, and predictive models

TECHNOLOGIES YOU’LL WORK WITH

Salesforce (or similar CRM platforms), QTC systems, BI & analytics tools, workflow automation platforms, AI-driven analytics tools

WHAT YOU’LL BRING

• 6+ years of experience in Sales Operations, Renewals Operations, Customer Success Operations, or similar
• ENGLISH BILINGUAL
• Strong cross-functional influence and ability to drive outcomes without direct authority
• Experience working with senior leadership and presenting executive-ready insights
• Deep understanding of post-sales, renewals workflows, data, and systems
• Strong analytical mindset with the ability to translate insights into action
• Proven ability to drive complex initiatives from ideation to execution
• Advanced proficiency with CRM and sales operations tools (e.g., Salesforce)
• Ability to operate effectively in fast-paced, evolving environments

BONUS SKILLS

• Experience in SaaS, subscription renewals, or customer lifecycle operations
• Familiarity with BI tools, automation platforms, and renewals tooling
• Exposure to AI-driven analytics, predictive modeling, or automation
• Experience supporting global, multi-regional teams

WHAT YOU’LL GET

• Two weeks of paid vacation, 12 statutory holidays, plus 4 extra global VeeaMe Days for self-care and 24 paid volunteer hours annually through Veeam Cares
• Paid parental leave: 8 days for fathers, 122 days for birthing parents, 92 days for adoptive parents
• Medical, dental, and vision coverage fully funded through INS Premium for employees and dependents
• Mental health support, therapy sessions, and virtual care via our Employee Assistance Program
• Retirement and social security contributions through Costa Rica’s statutory programs
• Life insurance equal to 24x monthly salary, plus disability and funeral coverage
• Daily cafeteria subsidy
• Fertility, adoption, and surrogacy support, plus 24 paid volunteer hours through Veeam Cares
• Opportunities to learn and grow through on-demand libraries (LinkedIn Learning, O’Reilly), mentoring, workshops, and learning events like our annual Global Day of Learning

#LI-CC1

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

The Project Manager reports to a Program Manager. Works closely with Directors and Subject Matter Experts, designers, developers and quality to ensure flawless project execution, efficient resource allocation, project financial sanity and client satisfaction. He/She supports grows project delivery discipline and helps to develop processes, documentation, standardization and tools. He/She is a key player on building high-energy, multi-disciplinary teams. He/She is interested, invested and passionate about the industry, the clients we serve, and the work produced.

You will: 

• You will:

• Manage end-to-end campaign delivery: concepting, development, execution, trafficking, and evaluation.

• Ensure the entire team understands the project tools and workflows (Smartsheet, Figma).

• Facilitate clear communication between creatives, strategists, production, and account teams.

• Identify blockers early, propose solutions, and keep the project moving forward.

• Maintain a big-picture view of integrated campaigns, ensuring all components align within the ecosystem.

• Support teams across North America and LATAM, navigating fast-paced, high-visibility projects.

• Act as internal POC for assigned projects, including set-up and running of meetings, recording and distributing actions, flagging and communicating risks 

• Lead small to medium-sized projects with budgets likely under $500K and with teams of 10 or fewer, with direction from Associate Program Director or above 

• Collaborate to ensure the work stays on brief, client needs and feedback are understood and addressed, and the work delivered is of high quality 

• Communicate day-to-day with clients on project intake, status, and updates and facilitate conversations for clarity of feedback/setting of expectations 

• Work through dependencies and decisions required with internal teams and third parties • Identify and act on organic account growth opportunities in partnership with Client Services 

• Perform analysis and report on project health, attend finance meetings to inform account health (Metrics include: Remaining forecast, forecast to completion, burn (actuals) to date, % project progress, % budget utilized)

• Facilitate (when appropriate) in project retrospective and sunsetting process 

• Act as a beacon of best practice within the account and discipline 

• Mentor emerging talent and provide career development aligned with CM expectations

• Be an active and visible presence in the office and online, shares at Town Halls, All Hands, Snack N Learns 

• Actively and visibly champion the work and team 

• Participate in global Project Delivery initiatives and bring forward ideas on how to improve processes and build community within the discipline

You have: 

• Experience in digital agencies / creative agencies / marketing environments, ideally on large or global accounts.
• 5+ years of experience managing a variety of digital project types; site builds, e-commerce, marketing campaigns, micro-sites, and maintenance
• Background working on integrated campaigns (digital, CRM, social, retail, mass media).
• Strong communication and collaboration skills for cross-functional teams.
• Advanced English skills, comfortable working with international teams.
• Ability to stay self-driven, proactive, and solution-oriented in a fast-paced environment.
• Critical thinking to understand the full ecosystem of a campaign and how each team contributes.
• Flexibility and adaptability to shifting priorities and project needs.
• Familiarity with Smartsheet and Figma (or ability to learn quickly).
• Resource management within the Solution Delivery team including balancing priorities, timelines, mix and casting while understanding and supporting the objectives and motivations of everydiscipline. 
• Proven ability to successfully manage multiple stakeholders and work on large-scale digital projects, including but not limited to implementing processes to ensure high-quality deliverables for our client
• Mastery of office productivity tools such as Excel, Word, MS Project, Visio, PowerPoint, and Keynote.
• Deeply understand the main forms of digital and traditional marketing and how they differ 
• Understand the ways media lives in projects, with a mastery level understanding of media types (paid, owned, earned + audio, video, social, etc.) and the ability to manage medium to large sized projects with a media component
• Mastery level knowledge of collaboration and issue tracking tools such as Box, Jira, Confluence, Teams 
• Mastery in completing tasks in office productivity tools such as Excel, Word, Keynote, and PowerPoint at a project and portfolio level 
• Mastery in completing tasks with project management tools such as Tenrox, Smartsheet, and Halo/Abacus at a project and portfolio leve
• Superb verbal and written communicator (Advanced English)
• Excellent presentation and storytelling skills 
• Excellent organization and time management skills 
• Adaptable and flexible

What we offer: 

• Maternity and parental leave extra days
• Competitive benefits packages
• Vacation, compassionate leave, sick days, and flex days
• Access to online services for families and new parents
• Diversity and Inclusion Board with 12 affinity groups
• Internal learning and development programs
• Enterprise-wide employee discounts
• And more…

At Critical Mass, we value our employees and offer competitive compensation and benefits packages.  If you’re looking for a challenging and rewarding opportunity to make a significant impact on the lives of our employees, we encourage you to apply for this exciting position today!

The Talent Team at Critical Mass is focused on ensuring we provide the best training, onboarding, and employee experience possible! Our new hires & employees are the future of our organization, and we want to set you up for long-term success. In an effort to do so, we expect our team to work from an office a minimum of 3 days a week.

The ask stems from our want to:

Strengthen opportunity for continuous learning
Improve collaboration and team relationships.
Increase employee engagement

This work model balances the need for individual flexibility while maintaining the relentless customer focus we provide at CM. We understand that not everyone may feel comfortable with this expectation, so we ask that you please let us know immediately if there are any concerns so we can help navigate accordingly.

EBANX is the leading payment platform connecting global companies with customers from the fastest-growing digital markets in the world. 

Since the beginning of our journey, we have had one mission: to provide global access for everyone. We believe that transforming challenges into opportunities and making the impossible part of the journey is crucial! That's precisely why we created a payment technology that builds bridges between people and businesses every day in 29 rising markets across the globe. 

We call ourselves ebankers, we are global thinkers, we value diversity, we foster creativity and we work hard to connect businesses and people worldwide through payments. Let's make history together?

We are searching for a Country Manager for Central America and the Caribbean who will be accountable for the growth, profitability, and diversification of the region (across 4+ countries). It is critical to have a solid background in the financial, payments, eCommerce and tech industries; and proven established relationships within the payments ecosystem. This role is highly strategic and will rely on existing market knowledge and hands-on experience with local contacts to drive its success.

You will also be responsible for

• Own market volume and revenue growth, being responsible for achieving market targets.

• Manage relationships, opportunities, and issues with merchants, partners, acquirers, banks, processors, and government agencies within the local ecosystem.

• Increase share of wallet and evangelize the company about new prospects leveraging supporting data.

• Ensure payment method and vertical diversification.

• Ensure cost efficiency and competitive pricing, negotiating cost rates with partners.

• Develop and foster new opportunities to expand business and revenue, identifying gaps within the existing business.

• Analyze market data and performance results to identify new opportunities.

• Monitor project progress and ensure proper closure with key teams (performance, legal, tax, operations, product, etc.).

• Co-lead marketing and PR initiatives, including identifying and launching campaign opportunities with partners and clients.

• Review and evaluate competitors, trends, and solutions, acting as the market intelligence radar.

• Represent EBANX at regional events and develop strong local partnerships.

• Ensure contingency plans are in place to address potential market challenges.

• Act as the primary market point of contact for internal and external stakeholders, handling escalations when needed.

• Collaborate cross-functionally with colleagues to drive initiatives and deliver results.

Main requirements for this position

• Native Spanish and fluent English. Portuguese is a plus.

• Proven background in the financial services, payments, e-commerce, or technology industry.

• Experience working in project groups within the financial or payments sector in a strategic capacity.

• Strong experience within the Central America and Caribbean payments and e-commerce ecosystem, including an established network of contacts.

• Experience working with payment processing and/or acquirer systems.

• Comprehensive knowledge of market intelligence and account management in complex environments.

• Based in Costa Rica, Dominican Republic, Guatemala, or Panama, open to remote or hybrid work environments.

Nice to have

• Big dream mindset and entrepreneurial spirit.

• Proactive and dependable attitude.

• Results-driven mindset with a strong sense of ownership.

• Ability to think strategically and creatively about complex issues, translating insights into actionable plans.

• Data-driven mindset with strong analytical skills, capable of interpreting data and identifying opportunities.

• Self-motivated and comfortable working in fast-paced and rapidly changing environments.

• Excellent interpersonal and communication skills, with the ability to communicate clearly and effectively.

EBANX offers:

• A challenging environment, with opportunities to grow;
• Spanish, English or Portuguese language classes;
• EBANX Education: budget for long courses;
• EBANX Skills: budget for workshops and courses;
• EBANX Flexible: Birthday Day Off 
• EBANX Health: Health and Dental Insurance, with subsidy for dependents, and medicine subsidy for ebankers.

Follow us on LinkedIn and check out our Instagram to learn more about the #ebanxlife.

Learn more about our #ebanxlife on LinkedIn and Instagram, and see what it’s like to be part of a global team that breaks barriers, creates opportunities, and celebrates every achievement together.

✨ An Out Of The Ordinary career is waiting for you here!

About the Role:

Your Impact:

Your Qualifications:

Standout Qualities:

Team Dynamics:

Our Work Style:

What’s Next?

• Recruiter pre-screen 30 mins
• Hiring Manager Interview 45 mins
• Panel Interview 45 mins
• Final Interview 30 mins

Your recruitment buddy will be Aleksandar Chernev, Senior Technical Recruiter.

#LI-AC1

About the Role:

Your Impact:

Your Qualifications:

Standout Qualities:

Team Dynamics:

Our Work Style:

• Recruiter pre-screen 30 mins
• Hiring Manager Interview 45 mins
• Panel Interview 45 mins
• Final Interview 30 mins

Your recruitment buddy will be Aleksandar Chernev, Senior Technical Recruiter.

#LI-AC1

About Backblaze

Backblaze is the object storage leader in the open cloud movement, fueling customer success with cloud storage built purposefully to unlock budgets, unburden administrators, and unleash innovators. Together with our partners, we’re helping customers break free from the restrictive, overpriced legacy solutions that hold them back, and blaze forward with the full power of the open cloud in their hands.

Founded in 2007, we scaled the business with less than $3 million in outside funding until 2021, when we did a traditional IPO on the Nasdaq stock exchange. Today, Backblaze generates over $136M ARR and is the leading specialized storage cloud, managing over three billion gigabytes of data storage for 500K+ customers in 175+ countries, including businesses, developers, IT professionals, and individuals.

But while there is a lot to celebrate in our past, there is almost as much opportunity ahead of us. We’re seeking a Technical Account Manager to join our team!

About the Role:

What You’ll Do:

• Create historic records that clearly outline how our service is being utilized and pinpointing where possible issues could arise.
• Parse code visually to see what the customer’s code is doing and having the knowledge of the B2 and S3 compatible API’s to discern what is going on in the user code.
• Write scripts that involve the B2/S3 compatible API for testing.
• Test 3rd party integrations and doing deep drives to learn the ins and outs of all of the integrations, while documenting quick configuration, caveats and other useful information to help in training.
• Work closely with members of other teams, including Sales, Marketing, Engineering, Operations and Product Management.
• Mentor Technical Support Engineers and others, in various technical areas.
• Post Sales support for large customers; take part in Solution Engineer calls and slack/email conversations with large customers as they transition from pre- to post-sales
• Create, Implement and use monitoring tools to proactively address common support issues before widespread impact to the customer base, including creation of monitoring dashboards and alerting
• Interact at a cross-departmental level to bring resolution to customer’s unique needs
• Build rapport and trust with assigned customers in technical matters
• Perform deep-dive technical troubleshooting of customer issues using analytical tools and internal system logs

Other responsibilities may arise over time. 
Working closely with the manager will be needed to solidify policies and procedures for this role.

The Right Fit:

• Comfortable with MacOS, Windows, Linux and BSD command line interfaces.
• Understand and be able to create/edit shell configuration files.
• Intermediate development skills in any type of Development/scripting language.
• Basic understanding of data structures and programming flows.
• Strong Organizational skills
• Self-motivated with the ability to work independently.
• Extensive troubleshooting/Debugging experience.
• Being able to understand API’s, use of API’s, and creating scripts that utilize API’s will be necessary for this role
• Working familiarity with Postman or Paw
• Soft skills and knowledge in de-escalation techniques for frustrated or excitable customers
• Punctuality, keeping a schedule and working within a time frame is critical for this role
• Strong communication skills as this role will be in frequent contact with customers via phone, chat and email
• Available for on call support as needed
• Ability to learn new tools and utilize them in an impromptu fashion
• Willingness and ability to use AI, responsibly, to help with the workflow.
• Minimum 2-4 years experience

At this point, we hope you're feeling excited about the job description you're reading. Even if you don't meet every requirement, we still encourage you to apply. Learning, developing, and growing are key parts of our culture. We're eager to meet people who believe in our mission and can contribute to our team in various ways. We want people to feel comfortable expressing their true selves and to come, stay, and do their best work here.

At Backblaze, we value being fair and good to our customers, partners, and employees. That’s why diversity, equity, and inclusion are at the core of our values. We are committed to fostering a workforce where all employees feel a sense of belonging regardless of race, ethnicity, nationality, gender, sexual orientation, age, religion, socio-economic status, ability, veteran status, and education. We believe that our dedication to cultivating a diverse workspace not only allows us to better serve our customers in over 175 countries but further reinforces our commitment to doing the right thing. We are proud to be an Equal Opportunity Employer.

To understand more about the data we collect and process as part of your application, please view our Backblaze Employee Privacy Notice.

#LATAM

Location: Remote - (Mexico)

How You'll Make an Impact:

As a Sales Manager (Account Executive), you'll play a pivotal role in expanding Cloudbeds' presence. You will be responsible for identifying and acquiring new business opportunities, building strong relationships with prospects, and showcasing how Cloudbeds’ industry-leading SaaS solutions are transforming the hospitality space. This is a hunting role focused on acquiring new clients.

Our Sales Team:
The Sales team is driven by the opportunity to build strong relationships, solve customer challenges, and drive business growth.

People who excel on our team are goal-oriented, adaptable, and effective delivering results and passionate to spread all the innovation behind our product to different types of customers.

What makes us special is our ability to stay connected and motivated, no matter where we are. Through open communication, teamwork, and a shared commitment to success, we support each other and celebrate wins together—because when one of us succeeds, we all do.

What You Bring to the Team:

• Ability to meet and exceed aggressive sales goals.
• Assess market trends and opportunities in your assigned territory to identify and engage new prospects.
• Prepare targeted lead lists and engage in proactive outreach, including a high volume of cold-calling, to drive sales.
• Identify and communicate potential partnership opportunities to our Partnerships team to strengthen Cloudbeds’ market position. 
• Deliver impactful product demonstrations, both virtually and in person, to highlight how Cloudbeds can solve key challenges for hospitality businesses.
• Attend local events and visit properties to connect with potential customers (less than 10% travel required).
• Serve as the face of Cloudbeds in your local market, representing the brand with confidence and expertise

What Sets You Up for Success:

• Experience in selling technology solutions into the hotel or hospitality industry. This is a MUST HAVE.
• A self-motivated, results-oriented mindset with a passion for business development.
• Excitement for new technology with a strong technical aptitude.
• Proven expertise in outbound sales strategies, especially cold-calling and network building.
• Excellent communication skills, with the ability to inspire and persuade potential clients.
• Demonstrated sales and negotiation skills, with a history of exceeding targets.
• Strong organizational and time-management abilities.
• A willingness to challenge the status quo and think outside the box to drive success.
• Fluent English is a MUST HAVE.

Bonus Skills to Stand Out (Optional):

• Good knowledge of PMS technology
• Multilingual capabilities.
• Experience in the hospitality or lodging operations

#LI-LP1

***Proficiency in spoken and written English at an advanced level is required for this role.

A day in the life:

• The Senior Paid Social Strategist is responsible for the performance, strategy, and growth of likely our largest paid advertising accounts. He or She is also responsible for the growth of the paid advertising strategists &/or specialists skillsets through coaching, consulting, and being an end-all strategic resource for the team. Through the responsibilities outlined below, the Senior Performance Analyst plays an integral role in the development of the paid advertising offering and retention of its business

Responsibilities:

• Own strategy on 3-5 accounts OR $20k MRR minimum
• Lead and manage paid advertising strategy and initiatives to achieve success
• Spearhead strategic conversations with client and own the paid social client relationship
• Tactfully direct and hold your account teams accountable while maintaining a positive environment
• Lead and facilitate strategic decision making and pivots
• Contribute to development of junior talent by way of collaboration, example setting, and executing on key mentorship moments
• Contribute to execution of campaigns A-Z, including building, optimizing, and reporting when needed
• Own performance and strategy with the collaboration of specialists and or other strategists on allocated accounts
• Push department offering forward through strategic iteration and development, exploration of new techniques and thought leadership to maintain the cutting edge
• Contribute to the development and growth of the paid advertising department where applicable
• Contribute to new business development through service expansion identification, strategic audits and development of paid social pipeline
• Ability to speak to and strategize broader business impact of Paid Social efforts, using additional attribution platforms such as Google Analytics or Shopify
• Display general comprehension of the broader marketing funnel, not just paid social, in order to advocate for paid social when compared to against other channels
• Employ AI technologies to enhance and optimize business processes
• Utilize and leverage Power Digital's Nova ecosystem as it relates to your department

Requirements:

• 3-5 years of experience in paid digital advertising (paid social advertising background preferred)
• Proficiency in Facebook Ads Manager & other emerging social platforms (TikTok, Twitter, Pinterest, etc.)
• Strong attention to detail and time management skills
• Self-starter who thrives in a fast-paced environment
• Proactive, organized, and able to work autonomously
• Understanding of the online advertising industry and social media
• Client Communication & Public Speaking skills
• Experience working with Excel/Google sheets for reporting metrics, including constructing pivot tables

Key Performance Indicators:

• Client Success Rate (hitting client goals)
• Account Growth & Retention
• Product & Strategy Development

Most Important Things (MITs):

• Account Growth & Retention (Results & Sentiment)
• Development of paid strategies for partners and department

SingleStore is hiring a Revenue Operations Manager to partner closely with a growing Sales organization and the VP of GTM (Go-To-Market) Operations to help scale and optimize our revenue engine. You will drive alignment, operational efficiency, and data-driven decision-making across the entire revenue lifecycle with a focus on Sales and Customer Success. 

The ideal candidate will successfully work cross-functionally with teams throughout the organization, streamlining processes, unlocking insights, and enabling sales productivity and efficiency at scale. This is a highly visible, hands-on role for someone who thrives in a data-driven environment and wants to make a meaningful impact at an established, fast-growing software company.

What You’ll Do:

• Own and optimize sales and customer success processes from account assignment, opportunity management, forecasting, to close won through onboarding, adoption, renewals, expansions, and churn management
• Ensure data accuracy of pipeline and opportunity data, including accounts, contacts, sales stages, forecast categories, ACV, product details, health scores, activities, etc.
• Maintain and improve standardized pipeline, bookings, and forecast reporting for sales performance 
• Create customer success dashboards, reports, and analysis to manage metrics such as ARR, retention, NRR/GRR, expansion, churn, health score, product usage, etc.
• Support territory coverage and account ownership models. Manage updates and ensure clean execution across relevant systems.
• Analyze trends across the revenue funnel and customer lifecycle to identify risks, opportunities, and levers for growth
• Turn complex data into clear, actionable insights and recommendations for revenue leadership
• Partner with leadership to ensure alignment across GTM (Marketing, Sales, Channel, and Customer Success) of objectives, processes, handoffs, and ownership
• Provide day-to-day support for internal users. Troubleshoot issues, answer process questions, resolve data problems, and handle operational requests with clear SLAs.
• Support forecasting and planning across the customer lifecycle, from new business through renewals and expansion. Collaborate with Finance to ensure alignment across metrics and performance.
• Evaluate, implement, and optimize tools used by Sales and Customer Success (sales engagement, intent, enrichment, etc.), ensuring strong adoption and measurable impact
• Create and maintain documentation, training, and how-to guides to drive adoption and consistency in tools and processes

What You’ll Need:

• 3-5+ years of experience in Revenue Operations, Sales Operations, or related roles in a B2B SaaS environment
• Strong hands-on experience with Salesforce (reports, dashboards, data model, basic configuration). Experience with a Customer Success platform and/or Salesforce administration certification is a plus.
• Demonstrated success working directly with Sales and Customer Success teams, including pipeline and opportunity management, quoting and deals desk, forecasting, data enrichment and governance, and performance analytics. Experience with compensation planning and commission processing is a plus.
• Strong analytical and modeling skills with the ability to work with complex datasets and translate insights into actionable recommendations
• Technical expertise and business acumen across end-to-end revenue, with a strong emphasis on sales and post-sales
• Experience with GTM technology, including CRM (Salesforce), sales engagement and prospecting (Outreach, Nooks, LinkedIn Sales Navigator), data enrichment (Cognism, ZoomInfo), and other sales productivity tools. AI tools experience is preferred.
• Familiarity with SaaS revenue metrics (ARR, MRR, pipeline coverage, win rates, NRR/GRR, churn, expansion, cohort analysis, etc.)
• Highly organized, detail-oriented, and able to manage multiple projects and ad hoc requests in a fast-paced environment
• Excellent communication and stakeholder management skills, with the ability to partner effectively with both individual contributors and executive leadership