The Continuous Improvement Manager is the continuous improvement leader for the Professional Services Department.  This leader defines and manages timely completion of “continuous improvement” projects that increase onboarding velocity and time-to-value, customer adoption of Lightspeed software, and overall customer satisfaction. Projects require Lean/DMAIC problem solving methodology in a software business to discover root causes. Leads cross-functional strategy workshops to determine solutions and will work with stakeholders on scheduling and implementation, under limited supervision. Utilizes project management principles regarding strategy, practices, and procedures, to accomplish challenging projects having a high level of revenue and cost impact. Demonstrates leadership and collaboration skills to achieve goals without direct control over resources. Works independently and exercises sound judgment in selecting methods and techniques to obtain results.  Success in this role is measured by improvements to NRR (Net Revenue Retention), customer health scores, and time-to-value metrics.    

What you’ll do:

• Champion a problem solving culture by facilitating cross-functional strategy sessions, including process mapping.
• Utilizes DMAIC (Define, Measure, Analyze, Implement, Control) methods to improve business processes to increase onboarding velocity and time-to-value, customer adoption, and customer satisfaction (measured via CSAT, NPS, and churn rate).
• Acts as a Technology Project Manager: applying Agile and waterfall methodologies as appropriate to synchronize portfolio planning, scoping, and execution processes to deliver continuous improvement projects on-time and within budget to committed roadmaps, and performance KPIs.
• Identify project goals, scope, resources, budget, dependencies, risks and communications needs.
• Identify, escalate, and resolve conflicts, dependencies, and risks—proactively surfacing blockers before they impact delivery.
• Implement large, cross-team, multi-year programs and projects.
• Proactively identify opportunities and contribute to continuous business process improvement efforts to help streamline and standardize workflow, communication, and resource efficiencies.
• Conducts initiation and project closure activities to formalize and communicate the project acceptance and handover documentation and completes a post-implementation review to identify areas of improvement.
• Communicate portfolio scope, roadmap alignment, priorities, and status to governance board and stakeholders.

What you should have:

Qualifications:

• 1-3 years of cross-functional process improvement experience with a track record of improving processes and business results.
• Demonstrates data driven solutions. Experience defining project success criteria with multiple stakeholders.
• Lean/Six Sigma or DMAIC certification or relevant knowledge and experience.
• Strong process improvement and project management skills and experience.
• Experience working in a SaaS or subscription-based software business; familiarity with Professional Services operations and SaaS metrics (ARR, churn, NRR) strongly preferred.
• Ability to lead through influence and work as a collaborative team member.
• Strong verbal and written communication skills.
• Experience in collaborating across business/product lines and organizational groups.
• Strong ability to manage a portfolio of improvement projects and ability to prioritize based on business requirements.
• Experience leading virtual and in-person process improvement meetings.
• Experience creating process documentation with tools such as Visio, PowerPoint or Lucid Chart.
• Experience creating and delivering presentations to stakeholders about project status or outcomes.

Preferred Qualifications:

• Project Management or Agile Certification (PMP, PMI-ACP, SAFe, CSP).
• Experience with Statistical Process Control charting using tools such as Weka, Excel or Minitab.
• Dealership industry or Lightspeed experience.

We are looking for a Product Owner who is passionate about building software solutions (with an emphasis on CRM) that customers love.  The Product Owner will be responsible for maximizing value delivered by the development teams.  The ideal candidate will be intellectually curious, adaptable, a strong communicator, a doer, and lead with confidence.  Success in the role will be measured by execution, clarity and outcomes.  The Go-To-Market and Product Development environments at Lightspeed are dynamic and fast-paced, requiring the Product group to be excellent at enrolling and motivating other teams to deliver to their Product vision and strategy.

What you’ll do:

• Collaborate as needed with stakeholders (e.g. ELT, CPO, Product Management, etc.) in the creation, maintenance, and communication of the product vision, strategy, and roadmap. Represent the product in team or minor level governance meetings. Track and provide status to leadership. Perform work necessary with product managers to learn about what problems they are aiming to solve with the product.
• Serve as the primary product representative on cross-functional teams (engineering, qa, ux, etc), leveraging agile program and team metrics to drive success.
• Provide direction to Development via epics, features, user stories, backlog grooming, sprint and release planning. Make scope & priority decisions during the sprint to support delivery without disrupting flow.  Own and manage the teams backlog to ensure it is transparent, ordered and actionable.
• Contributes to the generation of a high-level release plan with the team. Continually re-prioritizes team's tasks based upon new information, discussions with stakeholders, and probability to drive business outcomes.  Develop and maintain product delivery roadmap. Effectively communicate product release contents and expected product capabilities/behavior to stakeholders.
• Create continuous feedback loop on products via acceptance criteria, utilization monitoring, pilot programs, Sales & Customer Operations feedback, and other practices that drive continuous improvement, adoption and growth of Lightspeed products.

What you should have:

Qualifications:

• Lots of experience working with CRM Software
• Bachelor’s degree (or equivalent) in product design, business management, or engineering (MBA preferred).
• Ability to work on multiple projects in various stages simultaneously and make hard decisions to pivot on priorities as ‘facts on the ground’ dictate.
• Excellent teamwork skills and proven ability to influence cross-functionally and without form authority.
• Adept at managing and maintaining strong relationships with critical cross-functional business partners and 3^rd party partners.
• Proven success overseeing in a nonmanagerial role all elements of the product and software development lifecycle.
• Familiarity with Agile framework and ability to effectively communicate complex processes within and across teams.
• Track record of launching new products, driving excitement and executional excellence across all parts of the organization.
• Attention to detail, organization planning, and documentation skills.

Preferred Qualifications:

• 3+ years associated with CRM Software
• Certification in one of the Product Management frameworks (e.g. Pragmatic).
• Experience with Retail, ERP, DMS or ‘like’ systems
• Experience using Agile/Scrum methodology and/or workflow management tools for product development (Jira, Aha!, etc.).

Previous experience in Product Development or Product Marketing of a commercial software business.

The Sr UX Designer will play a vital role in shaping the user experience of our market leading dealer management system software for the recreational vehicle segments we serve.  Collaborating with a talented Product Management team, you will lead the design process from ideation to execution.  The ideal candidate will build the foundations of the UX process at Lightspeed, establishing UX standards and guidelines and integrating a UX design centered methodology into our Product Development process.

What you’ll do:

• Contribute to overall strategy and decision making about product direction.
• Lead end-to-end design projects and collaborate closely with engineers, product, customers, and other key stakeholders to ensure high quality output.
• Create high-fidelity design visuals, prototypes and flows for features.
• Conduct A/B testing to explore new ideas, validate user experience designs and promote a culture of continuous learning and innovation.
• Establish and adapt processes to build the foundations of design standards/guidelines for Lightspeed UX centered product design.
• Establish and grow the product and design culture within the company.
• Work with existing and prospective customers and partners to gain a deep understanding of the jobs to be done.
• Work on developing workflows and interfaces that pioneer new design paradigms inspired by artificial intelligence.

What you should have:

Qualifications:

• Extremely high level of proficiency in design tools and methodologies, including but not limited to Figma, wireframing, workflow diagramming and prototyping.
• Passion for product, design, and figuring out best-in-class solutions to UX, UI, and interaction challenges.
• Portfolio of excellent product designs, ideally for SMB and/or less technically skilled users, delivered with a fast-paced environment
• Experience with programming and technical tools like Git and Jira
• Experience in systemic thinking and complex interaction design.
• Experience in developing and maintaining UI component libraries, particularly with a focus on accessibility to larger and hybrid in-sourced/out-sourced development organizations.
• Self-motivated and demonstrated bias for action, communicating in a clear, persuasive manner to drive speed and iteration.

Preferred Qualifications:

• Post-graduate degree, advanced training and/or certifications in relevant field of study
• Experience with mobile application design
• 3+ years’ experience working in Agile development framework
• Experience in software design for SMB, Dealers, or Retailers

We are looking for a Product Owner who is passionate about building software solutions that customers love.  The Product Owner will be responsible for maximizing value delivered by the development teams.  The ideal candidate will be intellectually curious, adaptable, a strong communicator, a doer, and lead with confidence.  Success in the role will be measured by execution, clarity and outcomes.  The Go-To-Market and Product Development environments at Lightspeed are dynamic and fast-paced, requiring the Product group to be excellent at enrolling and motivating other teams to deliver to their Product vision and strategy.

What you’ll do:

• Collaborate as needed with stakeholders (e.g. ELT, CPO, Product Management, etc.) in the creation, maintenance, and communication of the product vision, strategy, and roadmap. Represent the product in team or minor level governance meetings. Track and provide status to leadership. Perform work necessary with product managers to learn about what problems they are aiming to solve with the product.
• Serve as the primary product representative on cross-functional teams (engineering, qa, ux, etc), leveraging agile program and team metrics to drive success.
• Provide direction to Development via epics, features, user stories, backlog grooming, sprint and release planning. Make scope & priority decisions during the sprint to support delivery without disrupting flow.  Own and manage the teams backlog to ensure it is transparent, ordered and actionable.
• Contributes to the generation of a high-level release plan with the team. Continually re-prioritizes team's tasks based upon new information, discussions with stakeholders, and probability to drive business outcomes.  Develop and maintain product delivery roadmap. Effectively communicate product release contents and expected product capabilities/behavior to stakeholders.
• Create continuous feedback loop on products via acceptance criteria, utilization monitoring, pilot programs, Sales & Customer Operations feedback, and other practices that drive continuous improvement, adoption and growth of Lightspeed products.

What you should have:

Qualifications:

• Bachelor’s degree (or equivalent) in product design, business management, or engineering (MBA preferred).
• Ability to work on multiple projects in various stages simultaneously and make hard decisions to pivot on priorities as ‘facts on the ground’ dictate.
• Excellent teamwork skills and proven ability to influence cross-functionally and without form authority.
• Adept at managing and maintaining strong relationships with critical cross-functional business partners and 3^rd party partners.
• Proven success overseeing in a nonmanagerial role all elements of the product and software development lifecycle.
• Familiarity with Agile framework and ability to effectively communicate complex processes within and across teams.
• Track record of launching new products, driving excitement and executional excellence across all parts of the organization.
• Attention to detail, organization planning, and documentation skills.

Preferred Qualifications:

• Certification in one of the Product Management frameworks (e.g. Pragmatic).
• 3+ years associated with CRM, Retail, ERP, DMS or ‘like’ systems
• Experience using Agile/Scrum methodology and/or workflow management tools for product development (Jira, Aha!, etc.).
• Previous experience in Product Development or Product Marketing of a commercial software business.

Senior Business Systems Manager 

Canopy, South Jordan, UT, Hybrid

About Us

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.  We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. 

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

The Opportunity

We're seeking a technical, strategic, execution-focused Senior Business Systems Manager to join our G&A team. This role will initially be as a hands-on IC: you'll personally design data flows, own integrations, and govern the systems that run our business. Over time, you'll have the opportunity to build and lead the Business Systems team as the function matures.

Canopy's core business systems (Zuora, Stripe, Asana, Pendo, Rippling, and more) are owned by the functional teams that adopted them. That's worked until now. As AI-powered workflows, multi-system product launches, and growing integration demands push the limits of that model, we need someone to own the platform layer end-to-end.

This role requires someone who can sit with a stakeholder, extract messy requirements, and personally produce a clean system design, data flow, and process spec — not just manage others who do. This is a high-impact role ideal for someone who thrives in a fast-paced environment, enjoys owning and solving complex business problems, and can build alignment across diverse stakeholders.

This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You’ll Do:

System Ownership

• Own day-to-day administration and overall architecture for cross-functional platforms, including Zuora, Stripe, Asana, Pendo, and more.
• Own the integration layer between core platforms, ensuring data flows between systems are reliable, documented, and governed.
• Design data models, system specs, and process flows from scratch based on stakeholder input.
• Translate business requirements into clear, actionable system features, integrations, and enhancements.
• Evaluate build vs. buy tradeoffs with enough technical depth to defend your recommendation.
• Manage vendor governance, including consolidated procurement, license management, and renewal tracking across all platforms.

Program Management

• Own the internal systems roadmap and serve as the single intake point for system changes, new tool evaluations, and cross-functional automation requests.
• Create technical documentation, decision logs, and retrospectives that individual contributors can act on without a follow-up meeting.
• Manage large, cross-functional initiatives by establishing clear timelines, ownership, and outcomes.
• Lead program cadences such as standups, roadmap reviews, retrospectives, and stakeholder updates.

Partnership & Strategy

• Partner closely with Finance, RevOps, and BI to understand their roadmaps, identify pain points, and proactively propose solutions.
• Reinforce internal data integrity by helping to define systems of record, enforcing data hygiene, and resolving conflicting definitions.
• Communicate project statuses and solutions to leadership both in-person and asynchronously via rigorous documentation.
• Build and maintain dashboards and reporting tools to track system health and performance metrics.

What We’re Looking For

• Bachelor’s degree in Business Administration, Information Systems, or a related field.
• 5+ years of experience in program management, product ownership, business systems, or operations roles in a SaaS environment.
• Demonstrated ability to personally produce technical artifacts (ERDs, flow diagrams, business requirements docs), and not just manage others who do.
• Hands-on experience with SQL and data modeling; you're comfortable querying systems directly to diagnose data integrity issues.
• Proven, deep familiarity with internal G&A domains (Finance, BI, RevOps, etc.)
• Experience with Zuora
• 2+ years of people management experience
• Proven experience with Salesforce, Pendo, Rippling, and Stripe is a plus.
• Track record of leading cross-functional initiatives from idea to execution.
• Clear, confident communicator able to translate technical constraints into business language and vice versa for audiences of all levels.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway

Why You Want to Work Here

🌴 Flexible Paid Time Off - you’re actually encouraged to use, plus 10 company holidays! 

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. 

💰 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

🧠 Mental Health -  all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

👶 Paid New Parent Leave & Birthing Parent Leave - so you’re able to care for your little ones.

➕ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.

🌟 Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!

🥳 Company Events - including monthly company-wide meetings, summer parties, and more.

💡 ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered. 

Our Values

We approach our work every day with a few things in mind:

🔑 Own - We own this place! We focus on outcomes, holding ourselves & each other accountable.

🏆 Win - We win by delighting our customers with the very best products and services.

👍 Do Good - We work hard to be good people!

💡 Embrace Curiosity & Candor - We approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.

To learn more about us & our values, click here.

Interviewing @ Canopy

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit! 
• 20-minute phone call with the People Team
• 45-60-minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews, depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call. 

Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end! 

Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft.

As a Technical Product Support Specialist on the Customer Operations team, you will be on the front lines interacting with Lucid’s customers. You will be expected to drive solutions with professional communication and internal cross collaboration. 

You'll help launch Lucid's newest cutting edge products and features and have the opportunity to impact how we help thousands of people around the world through our help centers, online communities, and email support. You will work closely with various functions within Lucid to surface user issues, to help make our products better, and to streamline our internal operations. You own the relationships between Lucid Software products and users. You are the expert on building dynamic, high quality online communities and user engagement. You cultivate relationships with some of our most active users. You are well-versed in online community trends, technology, and strategies and are comfortable representing Lucid publicly. You will help us on our quest to expand into social media.

You will write about complex things in a simple way and can balance business and user needs. You’ll work cross-functionally to develop customer support content based on user feedback, analytics, product requirements, and UX best practices. You’ll write our help center content, come up with innovative ways to educate customers, and help millions of people around the world get the most out of Lucid products. 

Responsibilities

• Develop and maintain product expertise and work closely with other support and product team members to resolve user issues
• Manage technical issues by investigating and troubleshooting problems, escalating user issues, managing issue workflows and proactively identifying consumer needs
• Collaborate with Engineering, Product Management, and other cross-functional peers on specific user-impacting issues and bugs.
• Identify and monitor key user operational metrics to help drive improvements to our product and support offerings
• Represent Lucid by growing and managing a Lucid product community, building healthy relationships with users to resolve issues, and driving community strategies to ensure forum health and users’ questions/feedback receive quality, timely answers.
• Contribute to content strategy, helping develop clear Help Center and user education content and analyze user behavior data and make content improvements based on metrics.
• Be available for one weekend per quarter to be the on-call support agent and escalate any top issues or site outages to engineering that occur during this time.

Requirements

• 2 years practical work experience and/or a Bachelor's degree with strong academic performance.
• A strong sense of personal ownership and responsibility
• Ability to work independently, cross-functionally, and on multiple initiatives at the same time with a proven record of driving results. 
• Ability to translate complex technical ideas into simple, easy to understand content
• Strong written and verbal communication skills (both internally and externally)
• Excellent analytical capabilities and problem-solving skills combined with sound business judgment in a fast-paced environment with evolving priorities
• Detail-oriented, organized and a good team player
• Bias towards finding solutions versus shutting down ideas

Preferred qualifications

• Experience optimizing systems and driving improvements
• Basic Project Management experience 
• Teaching or mentoring experience
• A strong understanding of user experience principles
• Technical aptitude and troubleshooting skills

#LI-KC1

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft. 

Lucid’s Sales Team plays a critical role in driving growth at Lucid Software by helping customers recognize the value of Lucid’s products and expand their use across teams and organizations. The Scaled Account Specialist leads the strategic growth and management for Lucid Customers by managing the commercial lifecycle of Small and Midsize Business accounts through scalable, operational engagement. The Transactional Business Team is a scaled, operational sales team that drives revenue by managing a large portfolio of low touch accounts through a combination of automated outreach and targeted direct engagement. The focus is on operational account management at scale, rather than individual deal-based selling.

The Scaled Account Specialist serves as the primary point of contact for a large portfolio of low-touch accounts, owning the commercial aspects of the account lifecycle, including renewals, expansions, upgrades, downgrades, and cancellations. As part of the Transactional Business Team, this role supports growth by managing accounts with precision and care, ensuring SMB customers receive timely, value-driven engagement that maximizes retention, satisfaction, and expansion. This role plays a critical part in executing Lucid’s go-to-market strategy through disciplined account management at scale and close cross-functional collaboration. Success in this role requires strategic collaboration, innovative thinking, and a proactive sense of ownership to deliver meaningful customer outcomes and revenue impact. 

Responsibilities:

• Actively oversee a portfolio of SMB accounts with scalable outreach strategies, serving as the primary contact to help global customers maximize value from Lucid products and uncover growth opportunities.
• Manage accounts in Salesforce, taking actions to support renewals and expansions while maintaining accurate account data. 
• Analyze customer data and feedback to inform strategic recommendations and improvements for both the customer and internal teams.
• Contribute to the development and continuous improvement of scalable playbooks for low-touch customer engagement.
• Work cross-functionally with internal teams and across time zones to identify and route qualified leads and deliver a seamless customer experience.

Requirements:

• Bachelor's degree with strong academic performance
• 1-2 years of experience, preferably in a client-facing or analytical role
• Strategic thinker with the ability to tackle open-ended challenges and turn them into actionable solutions
• Highly organized and detail-oriented
• Ability to thrive in a fast-paced environment
• A strong sense of personal ownership and responsibility
• Skilled at balancing competing responsibilities while moving initiatives forward.
• Excellent communication skills (written and verbal) and comfortable with digital tools.
• This position is hybrid, combining remote work with in-person collaboration at our South Jordan office two days per week (Tuesday and Thursday).

Preferred Qualifications:

• Experienced with CRM software (such as Zendesk or Salesforce). 
• Curious and eager to learn, with a genuine interest in tackling new questions and challenges. You’ll often face obstacles that don’t have clear answers, which means exploring new areas, trying out different tools, and finding creative ways to solve them.
• Technical aptitude and passion to become a subject matter expert in the Lucid Suite and related domains

#LI-MK1

Deal Desk Manager

Canopy, South Jordan, UT

About Us

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. 

We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. 

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

The Opportunity

We’re looking for a strategic and collaborative Deal Desk Manager, to build and scale our deal desk operations from the ground up. Reporting to the Controller, you’ll be a key player in driving efficient deal execution while ensuring strong financial outcomes. This is a high-impact role that partners closely with Sales, Finance, and Legal to guide deal structure, pricing strategy, and contract processes.

If you’re energized by building systems, aligning cross-functional teams, and helping deals move faster and smarter, this is your opportunity to lead the charge.

This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You’ll Do

• Design the Deal Desk Function: Build out deal desk strategy, frameworks, and workflows—including approval policies, escalation paths, and discounting guidelines.
  
  
• Lead Day-to-Day Operations: Manage the review and approval of inbound deal requests, ensuring accuracy, compliance, and timely support to Sales teams.
  
  
• Serve as a Strategic Advisor: Partner closely with Account Executives and Sales leadership to structure competitive, scalable, and financially sound deals.
  
  
• Support Financial Analysis: Collaborate with the Controller and FP&A team to assess deal profitability, ARR impact, and revenue recognition considerations.
  
  
• Drive Process Improvement: Identify bottlenecks and implement improvements to reduce deal cycle time, improve accuracy, and enhance visibility.
  
  
• Ensure Cross-Functional Alignment: Liaise between Finance, Sales, RevOps, and Legal to align on pricing strategies and contract requirements.
  
  
• Develop Reporting & Insights: Track key deal metrics (e.g., approval turnaround, discounting trends, margin impact) and present findings to leadership.
  
  
• Lay the Foundation for Scale: Document deal desk playbooks, approval policies, and training resources to support company growth.

What We’re Looking For

• Experience: 5+ years of experience in deal desk—preferably in SaaS or recurring-revenue businesses.
  
  
• Leadership: Experience building or leading a deal desk function or similar cross-functional initiative.
  
  
• Technical & Financial Acumen: Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.
  
  
• Tools Knowledge: Proficient in Salesforce and Excel/Google Sheets; experience with CPQ tools or contract lifecycle management (CLM) systems a plus.
  
  
• Strong Communicator: Ability to synthesize complex information and influence stakeholders across departments.
  
  
• Operational Mindset: Detail-oriented with a drive to streamline, standardize, and scale business processes.
  
  
• Education: Bachelor’s degree in Finance, Business, Accounting, or a related field required; MBA or advanced degree is a plus.

Bonus Points If You:

• Have supported or built a deal desk function at a growth-stage SaaS company
  
  
• Can translate between Sales speak and Finance speak without missing a beat
  
  
• Thrive in environments where you can build, iterate, and optimize from scratch
  
  
• Bring a collaborative, low-ego approach to cross-functional problem solving

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Why You Want to Work Here

🌴 Flexible Paid Time Off - you’re actually encouraged to use, plus 10 company holidays! 

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. 

💰 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

🧠 Mental Health -  all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

👶 Paid New Parent Leave & Birthing Parent Leave - so you’re able to care for your little ones.

➕ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.

🌟 Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!

🥳 Company Events - including monthly company-wide meetings, summer parties, and more.

💡 ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered. 

Our Values

We approach our work every day with a few things in mind:

🔑 Own - We own this place! We focus on outcomes, holding ourselves & each other accountable.

🏆 Win - We win by delighting our customers with the very best products and services.

👍 Do Good - We work hard to be good people!

💡 Embrace Curiosity & Candor - We approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

🚀 Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.

To learn more about us & our values, click here.

Interviewing @ Canopy

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit! 
• 20-minute phone call with the People Team
• 45-60-minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews, depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call. 

Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end! 

Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.

Strategic Partnerships Director (Private Equity)

Canopy, South Jordan, UT

About Us

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. 

We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. And we just secured $70M in Series C funding to help us fulfill that mission.

Click here to see why our clients (and investors) love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

The Opportunity

We are hiring a Strategic Partnership Director to own and grow Canopy's relationships with private equity firms that acquire and operate accounting firm portfolios. This is a net-new, high-impact role at the intersection of enterprise sales, channel strategy, and the rapidly evolving PE-backed accounting landscape.

Private equity has fundamentally reshaped the accounting industry — over 250 of the top 750 CPA firms in the U.S. now operate under a PE platform, and deal activity is accelerating into 2026. Canopy is uniquely positioned to become the practice management standard across these consolidated portfolios. This role exists to make that happen.

You'll build relationships at the PE firm level, with operating partners, portfolio operations teams, and deal professionals to drive standardized Canopy adoption across every firm in their portfolio. When a PE group acquires a new accounting firm, your job is to make sure Canopy is the first software decision they make.

Travel Requirements: This individual will travel at least once per month.

This is a hybrid position in South Jordan, Utah (M, W, F in-office) or fully remote for the right candidate.

What You’ll Do

• Build and manage a pipeline of PE firms actively acquiring or operating accounting firm portfolios, targeting firms across all tiers from large platforms to regional roll-ups.
• Develop and close enterprise partnership agreements that establish Canopy as the preferred or mandated practice management platform across a PE group's accounting portfolio.
• Own the full partnership lifecycle from initial outreach and relationship-building with operating partners, to deal structuring, onboarding coordination, and ongoing expansion.
• Collaborate with Canopy's sales, customer success, and product teams to build a repeatable PE partnership motion: playbooks, onboarding materials, co-sell resources, and portfolio deployment frameworks.
• Serve as the internal voice of the PE channel, bringing market intelligence on portfolio firm needs, competitive dynamics, and technology consolidation trends back to the product and go-to-market teams.
• Track and report on partnership pipeline, ARR influenced, portfolio penetration rates, and expansion metrics.
• Report on metrics to the executive team on how the partnership program is progressing.

What We’re Looking For

• 5+ years of experience in enterprise sales, strategic partnerships, or business development in a SaaS or professional services technology company.
• Demonstrated experience selling into or partnering with Private Equity or Venture Capital firms, accounting firms, or professional services organizations.
• Proven ability to navigate complex, multi-stakeholder deals. Comfortable working with operating partners, C-suite executives, and portfolio firm leadership simultaneously.
• Strong commercial instincts: you can structure a deal, negotiate terms, and close.
• Exceptional communication and executive presence; you represent Canopy credibly in boardrooms and partner conversations.
• Self-directed and entrepreneurial, this is a greenfield motion and you'll be building the playbook, not inheriting one.

Bonus Points If You Have

• Direct experience working at or closely with a PE-backed accounting firm or professional services roll-up.
• An existing network within the PE firms actively acquiring accounting practices
• Familiarity with practice management software.
• Experience structuring portfolio-wide or enterprise license agreements with volume-based or per-firm pricing.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Why You Want to Work Here

🌴 Flexible Paid Time Off - you’re actually encouraged to use, plus 10 company holidays! 

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. 

💰 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

🧠 Mental Health -  all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

👶 Paid New Parent Leave & Birthing Parent Leave - so you’re able to care for your little ones.

➕ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.

🌟 Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!

🥳 Company Events - including monthly company-wide meetings, summer parties, and more.

💡 ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered. 

Our Values

We approach our work every day with a few things in mind:

🔑 Own - We own this place! We focus on outcomes, holding ourselves & each other accountable.

🏆 Win - We win by delighting our customers with the very best products and services.

👍 Do Good - We work hard to be good people!

💡 Embrace Curiosity & Candor - We approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.

To learn more about us & our values, click here.

Interviewing @ Canopy

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit! 
• 20-minute phone call with the People Team
• 45-60-minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews, depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call. 

Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end! 

Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diverse perspectives and are dedicated to creating an environment that is respectful and inclusive for everyone.

Our Product Engineering team is seeking a Technical Project Manager to act as a strategic driver for our most complex, cross-functional initiatives. You aren't just a coordinator; you are the "engine" that ensures our technical vision translates into high-quality, delivered reality.

As a Sr. TPM, you will bridge the gap between product strategy and engineering execution. You will navigate technical complexities, manage intricate dependencies across multiple teams, and foster an environment of predictable, high-velocity delivery. You will serve as a Scrum Master and your primary impact will be in optimizing the systems and processes that allow our engineers to do their best work.

Responsibilities:

• Drive the end-to-end execution of large-scale engineering projects, from initial technical discovery through to global deployment and post-launch monitoring.
• Beyond facilitating Scrum ceremonies, you will analyze our development lifecycle to identify systemic bottlenecks and implement process improvements that increase team predictable velocity.
• Proactively map and manage complex dependencies across multiple engineering squads. Identify "red flags" early and develop creative mitigation strategies before they impact the critical path.
• Partner deeply with Engineering Managers and Architects to understand technical constraints and trade-offs, ensuring project plans are realistic and technically sound.
• Develop and maintain sophisticated dashboards (using Jira and other tools) to track health, focusing on lead times, cycle times, and throughput to provide a transparent view of engineering health to leadership.
• Act as the primary point of communication for executive stakeholders, providing clarity on progress, risks, and resource allocation.
• Evangelize Agile/Lean best practices across the organization and mentor mid-level PMs or Scrum Masters on advanced project management techniques.

Requirements:

• 5+ years of experience in technical project management or program management, specifically within high-growth SaaS engineering organizations.
• Functional understanding of the software development lifecycle (SDLC) to effectively translate technical requirements into actionable plans.
• Deep expertise in various Agile frameworks (Scrum, Kanban, XP) and the ability to adapt them to the unique needs of different teams rather than following a rigid playbook.
• Proficiency in Jira (including JQL, automation, etc) and documentation tools like Confluence.
• Thrive in ambiguity and can create structure out of chaos.
• Certified Scrum Master (CSM)

Preferred Qualifications:

• Project management qualification (PMP) or equivalent
  
  

#LI-DA1

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology. Lucid is a hybrid workplace, allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team. At Lucid, we hold true to our core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. We value diverse perspectives and are dedicated to creating an environment that is respectful and inclusive for everyone.

Our Product Engineering team is seeking a Technical Project Manager to act as a strategic driver for our most complex, cross-functional initiatives. You aren't just a coordinator; you are the "engine" that ensures our technical vision translates into high-quality, delivered reality.

As a Sr. TPM, you will bridge the gap between product strategy and engineering execution. You will navigate technical complexities, manage intricate dependencies across multiple teams, and foster an environment of predictable, high-velocity delivery. You will serve as a Scrum Master and your primary impact will be in optimizing the systems and processes that allow our engineers to do their best work.

Responsibilities:

• Drive the end-to-end execution of large-scale engineering projects, from initial technical discovery through to global deployment and post-launch monitoring.
• Beyond facilitating Scrum ceremonies, you will analyze our development lifecycle to identify systemic bottlenecks and implement process improvements that increase team predictable velocity.
• Proactively map and manage complex dependencies across multiple engineering squads. Identify "red flags" early and develop creative mitigation strategies before they impact the critical path.
• Partner deeply with Engineering Managers and Architects to understand technical constraints and trade-offs, ensuring project plans are realistic and technically sound.
• Develop and maintain sophisticated dashboards (using Jira and other tools) to track health, focusing on lead times, cycle times, and throughput to provide a transparent view of engineering health to leadership.
• Act as the primary point of communication for executive stakeholders, providing clarity on progress, risks, and resource allocation.
• Evangelize Agile/Lean best practices across the organization and mentor mid-level PMs or Scrum Masters on advanced project management techniques.

Requirements:

• 5+ years of experience in technical project management or program management, specifically within high-growth SaaS engineering organizations.
• Functional understanding of the software development lifecycle (SDLC) to effectively translate technical requirements into actionable plans.
• Deep expertise in various Agile frameworks (Scrum, Kanban, XP) and the ability to adapt them to the unique needs of different teams rather than following a rigid playbook.
• Proficiency in Jira (including JQL, automation, etc) and documentation tools like Confluence.
• Thrive in ambiguity and can create structure out of chaos.
• Certified Scrum Master (CSM)

Preferred Qualifications:

• Project management qualification (PMP) or equivalent
  
  

#LI-DA1

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft 

We are seeking an experienced and self-driven Senior Enablement Manager to lead the development and delivery of high-impact learning programs for our Sales and Customer Success teams globally. 

This role will focus primarily, though not exclusively, on leading our New Hire Onboarding program, designed to help our Sales and Customer Success teams across all regions accelerate their ramp time. 

This role will also deliver segment-specific enablement programs supporting our global Customer Success teams. 

Responsibilities:

• Own the design, development, and delivery of New Hire Onboarding programs and learning experiences for our Sales and Customer Success teams, ensuring a consistent, high-impact experience across roles, regions, and segments.
• Serve as the primary developer and facilitator of several live onboarding sessions, modeling best-in-class facilitation, learner engagement, and instructional quality.
• Develop scalable onboarding curricula, learning assets, eCourses, and facilitator guides that support both live and asynchronous delivery at a global scale.
• Partner closely with Sales, Customer Success, RevOps, Product Marketing, Professional Services, Deal Desk, Legal, and other internal partners to ensure onboarding content is tightly aligned to GTM motions, strategy, and evolving business priorities.
• Continuously evolve onboarding programs based on performance data, participant feedback, and changing organizational needs.
• Monitor and report on the effectiveness of the onboarding program including rep ramp time, performance against KPI targets, and other readiness indicators.
• Ensure operational excellence in onboarding execution, including coordination within the Enablement team, overseeing the learner experience, monitoring rep progress through the program, and running feedback loops with reps and leaders. 
• Facilitate pre-planned workshops for CS teams in region across EMEA, APAC, NOCO, and SOJO in partnership with the Global Content Team.
• Deliver targeted programs tailored to the needs and requirements of the Customer Success team. 
• Execute hands-on application sessions that translate global content into practical, role-specific skills.
• Adapt global enablement content to reflect regional nuances, competitive landscapes, and customer personas.
• Facilitate select New Hire program components to reinforce early readiness and accelerate CSM ramp time.
• Coach CSMs immediately following initial onboarding to bridge learning to real-world application.
• Partner closely with the Global Content Team to provide field-based insights that inform content development.
• Report on CS workshop effectiveness, coaching outcomes, and regional trends.
• Serve as the voice of the field to ensure enablement programs remain practical, relevant, and impactful for CS.

Requirements

• Bachelor’s degree in Business, Marketing, or equivalent years’ experience in related fields.
• 5+ years of experience in Sales, Sales Enablement, and/or Customer Success roles, or a combination thereof within a SaaS environment.
• Deep understanding of Lucid’s product suite, solution offerings, and GTM strategy.
• Proven track record of developing and implementing successful enablement programs supporting revenue-generating teams. 
• Strong understanding of B2B sales processes, methodologies, and best practices. 
• Excellent communication, presentation, and interpersonal skills. 
• Exceptional facilitation skills, with proven ability to energize and connect with learners across all GTM segments.
• Experience developing a range of enablement assets and collateral including self-paced eLearning, live workshops, and webinars. 
• Comfortable working cross-functionally and operating with a high degree of autonomy.
• Proven track record of a strong internal motor to brainstorm innovative learning solutions, juggle multiple priorities, and meet deliverables in a timely manner.
• Passion for continuous learning and improving the learner experience.
• Takes initiative; demonstrates a strong internal drive to meet deliverables in a timely manner. 

Preferred Qualifications

• Prior experience in a customer-facing role at Lucid (e.g., Sales, CSM) strongly preferred.

#LI-KC1

About WPP Media

WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com.

WPP Media is WPP’s global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com

About Mindshare: A Leading WPP Media Brand

Mindshare delivers Good Growth for its clients. As “Growth Architects," we drive growth that benefits all stakeholders — better for people, planet, and business — by using media with intention. This approach creates more meaningful connections with consumers, increases consumer trust in the brand, and delivers better outcomes for all stakeholders.

Role Summary and Impact

The Senior Media Executive will lead the development and execution of advanced digital media strategies to enhance the company's online presence, drive engagement, and achieve marketing goals, ultimately driving significant growth and brand awareness for our clients. This role is ideal for someone with at least one year of experience in digital media, who is ready to take on more responsibility, manage projects, and contribute to strategic planning. 

• Develop and implement comprehensive digital media strategies to support marketing objectives and enhance brand visibility.  

• Analyze market trends and user data to inform strategy and make data-driven decisions.  

• Design, execute, and oversee digital campaigns across multiple channels, including social media, email marketing, and digital advertising.  

• Manage the end-to-end process of digital media campaigns from concept to execution, including budget management and performance tracking.  

• Develop and manage a content calendar that aligns with marketing goals and audience interests.  

• Collaborate with internal teams and external partners to create high-quality, engaging content.  

• Plan and manage paid digital advertising campaigns, including PPC, display ads, and social media ads.  

• Implement SEO best practices to enhance organic search rankings and manage SEM campaigns to drive traffic and conversions.  

• Track, analyze, and report on key performance indicators (KPIs) for all digital media activities.  

• Provide insights and recommendations based on performance data to improve campaign effectiveness and ROI.  

Skills and Experience

At WPP Media, we believe in the power of our culture and our people. It’s what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Media’s shared core values:

• Be Extraordinary by Leading Collectively to Inspire transformational Creativity.
• Create an Open environment by Balancing People and Client Experiences by Cultivating Trust.
• Lead Optimistically by Championing Growth and Development to Mobilize the Enterprise.
• Bachelor’s degree in marketing, Communications, Digital Media, or a related field. 
• Minimum of 1 year of experience in digital media, marketing, or a related role. 
• Proven experience with digital media platforms, content creation, and campaign management. 
• Strong understanding of social media, SEO, SEM, and digital advertising strategies. 
• Proficiency in digital marketing tools and analytics platforms (e.g., Google Analytics, social media insights). 
• Excellent communication, organizational, and analytical skills. 
• Ability to lead projects, manage multiple tasks, and meet deadlines.

Life at WPP Media & Benefits

Our passion for shaping the next era of media includes investing in our employees to help them do their best work, and we’re just as committed to employee growth as we are to responsible media investment. WPP Media employees can tap into the global WPP Media & WPP networks to pursue their passions, grow their networks, and learn at the cutting edge of marketing and advertising. We have a variety of employee resource groups and host frequent in-office events showcasing team wins, sharing thought leadership, and celebrating holidays and milestone events. Our benefits include competitive medical, group retirement plans, vision, and dental insurance, significant paid time off, preferential partner discounts, and employee mental health awareness days.  

WPP Media is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers.

We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we’ve adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process.

Please read our Privacy Notice (https://www.wppmedia.com/pages/privacy-policy) for more information on how we process the information you provide.

While we appreciate all applications received, only those candidates selected for an interview will be contacted.

Location: Amman, Jordan.
Years of Experience: 5-7 years.
Project Duration: 3-4 months.
Language Requirements: Fluency in Arabic & English (written and spoken).

We are seeking a Business Planning Consultant to support in delivering high-quality business planning and marketing strategy services to Small and Medium Enterprises (SMEs).

The role focuses on research, analysis, and execution support, contributing to the development of business plans and growth strategies that help SMEs scale effectively.

Key Requirements

• 5-7 years of experience.
• Demonstrated experience developing business plans and marketing strategies for SMEs in Jordan.
• Bachelor’s degree in Business Administration, Finance, Marketing, Economics, or a related field

Preferred Qualifications

• Proven experience in human resources areas such as: organizational design, learning & development, policies & procedures development, performance management, or related areas.

Key Responsibilities

• Support the Subject Matter Expert in developing comprehensive business plans, including market assessments, operational models, and financial projections

• Assist in conducting market research, industry analysis, and competitor benchmarking

• Contribute to the development of marketing strategies tailored to SME needs

• Assist in gathering and structuring client data for use in business planning deliverables

• Develop presentations, reports, and client-ready deliverables

• Support in identifying growth opportunities, risks, and improvement areas for SMEs

• Participate in client meetings, workshops, and discussions, capturing insights and action points

• Track progress of deliverables and ensure timelines are met

If you would like to know more about the Global Consulting Bootcamp Visit: https://caseinpointco.com/global-consultant-bootcamp/
If you would like to know more about the MC Club Visit: https://menaconsultant.com/mc-club/

Location: Amman, Jordan.
Working Arrangement: hybrid.
Type: Full-Time.
Start Date: Immediate.
Language Requirements: Fluency in Arabic & English (written and spoken).

About the Role:

You will own the commercial side of multiple digital products — not just marketing, not just launch, but the full GTM system.
We are not looking for a project manager. We are looking for someone who can architect, execute, and scale without needing step-by-step support.

Your Responsibilities:

• Build and run go-to-market strategy from zero to traction
• Define and own funnels, activation flows, pricing, conversion paths
• Align product with real commercial value and test that fast
• Manage paid, organic, referral, and outbound channels
• Work directly with the founder to ship, learn, and scale quickly
• Own your KPIs — and if they miss, you don’t point fingers

What You Must Have:

• You’ve launched and scaled digital products before — show us
• You’ve built or managed actual funnels (not slides about funnels)
• You understand CAC, LTV, churn, activation, velocity
• You don’t wait for someone to tell you what to do — you set your own targets and exceed them
• You are allergic to meetings, bloat, and marketing theater

Optional, but Strong Plus:

• Background in B2B SaaS, talent tech, or strategy platforms
• Experience building from scratch with limited resources
• Clear understanding of MENA digital buying behavior

If you're not a builder, this role will exhaust you.
If you're an operator who’s tired of waiting for permission — you'll thrive here.

If you would like to know more about the Global Consulting Bootcamp Visit: https://caseinpointco.com/global-consultant-bootcamp/