Your Role
As a key member of our team, you will be instrumental in addressing complex customer challenges with creative solutions and driving process improvements. We seek an adaptable, process-oriented professional with excellent digital communication skills, adept at building rapport and situational awareness in customer interactions. This remote role requires full on-camera engagement during US core hours (8 AM - 5 PM Pacific Time) from a dedicated, technically enabled workspace, requiring excellent internet connectivity. Your contributions will be vital to our team's success in a dynamic environment.

Instrumental in the success and retention of Dialpad customers, our Customer Success teams are the backbone of our company. The CS organization is responsible for delivering the absolute highest levels of satisfaction and success in the deployment and overall customer journey phases. Using your problem-solving skills and inherent motivation to help others, you will delight and assist our customers from their first call to their last (if there is one!).

What you’ll do 

• Lead all post-sales activities for Dialpad’s customers through strong relationship-building, product knowledge, planning, and execution.
• Act as the voice of the customer within Dialpad. As the owner of the customer relationship, the Customer Success Advocate is expected to work cross-functionally with Sales, Marketing, Product, Engineering, and Data Science to ensure a consistent and strong customer message is embedded in everything we do.
• Develop a positive, trusted relationship with your customers by providing value throughout the customer partnership.
• Retain long-term partnerships with customers by independently renewing successful customers.
• Establish and oversee the customer's adoption, training, and development of best practices to continually drive incremental value and return on the customer's investment.
• Maintain a deep understanding of our solutions and speak with customers about the most meaningful features/functionality for their specific business needs.
• Manage customer escalations by documenting open issues, facilitating regular status meetings, and working cross-functionally toward resolution.
• Track accounts to identify churn risks and work proactively to mitigate those risks.

Skills you’ll bring

• 1-5 years of experience in Customer Success.
• Experience with telecommunication or SaaS providers required.
• A real passion for providing top-notch account management.
• Strong written communication skills.
• Excellent time management and organizational skills with the ability to track numerous details.
• A desire to work in a dynamic startup where your input is valued to help craft our offerings and how we interact with clients.

The Digital Producer is a key member of the Production team, responsible for driving the successful delivery of projects across the Code and Theory portfolio. This role focuses on managing large, complex development initiatives, working closely with cross-functional teams of strategists, designers, and developers to ensure project success.

WHAT YOU'LL DO

• Spearhead the delivery of large and intricate development projects while closely collaborating with cross-functional teams of strategists, designers, and developers
• Assess the complexity of wireframes or designs and strategize around the development team's workflow by breaking down tasks, establishing timelines, and managing project backlogs
• Attain a comprehensive understanding of the product's technical specifications, covering frontend architecture, CMS implementation, and integrations for various functionalities such as site search, advertising, APIs, personalization tools, localization, internationalization, and analytics
• Implement agile principles and methodologies, including Scrum and Kanban, to ensure the smooth delivery of projects
• Lead Agile ceremonies such as Sprint Planning, Sprint Grooming, and Sprint Demos in collaboration with the Client Engagement/Production lead and Technical Director
• Proficiently utilize JIRA to create and manage issues, tasks, and user stories based on approved designs and annotations
• Create issues (stories, tasks, and bugs) for the team, aligning with approved designs and annotations
• Translate approved product roadmaps and technical architectures into actionable stories for product development
• Maintain the backlog of JIRA issues, ensuring alignment with project objectives and goals through prioritization
• Conduct ticket estimation exercises to facilitate precise project planning and resource allocation
• Lead agile ceremonies such as sprint planning, grooming, and demos in close collaboration with production and technical directors
• Maintain and update project status documents and reports for both internal and client-facing purposes
• Proactively identify risks and issues, and collaborate with the project team to devise effective mitigation strategies
• Foster close collaboration with counterpart producers and technical directors to ensure alignment of project goals, effective communication, and timely issue resolution
• Drive process improvement initiatives to enhance efficiency, productivity, and quality throughout the project lifecycle
  
  

WHAT YOU'LL NEED

• Expertise in software engineering practices and best practices for the entire software development lifecycle and operations
• Experience with Agile principles & values, and frameworks, including Scrum and Kanban
• Experience with Atlassian’s suite of products, including Jira and Confluence
• Experience working with commonly used CMS platforms such as Contentful, Drupal, WordPress, and Adobe Experience Manager (AEM), Adobe Workfront, Yext
• Past participation in the successful delivery and deployment of enterprise-level engineering projects (both principal engineering and maintenance)

NICE TO HAVE

• Prior agency/services experience
• Experience with Github
• Certifications such as ScrumAlliance - Certified ScrumMaster (CSM), Certified Scrum Product Owner (CSPO), PMI Agile Certified Practitioner (PMI-ACP)

ABOUT US

Born in 2001, Code and Theory is a digital-first creative agency that sits at the center of creativity and technology. We pride ourselves on not only solving consumer and business problems, but also helping to establish new capabilities for our clients. With a global client roster of Fortune 100s and start-ups alike, we crave the hardest problems to solve. With a remote-first approach to our people, we have teams distributed across North America, South America, Europe, and Asia. The Code and Theory global network of agencies is growing and includes Kettle, Instrument, Left Field Labs, Create Group, Current, and TrueLogic.

Striving never to be pigeonholed, we work across every major category: from tech to CPG, financial services to travel & hospitality, government and education to media and publishing. We value the collaboration with our client partners, including but not limited to Adidas, Amazon, Con Edison, Diageo, EY, J.P. Morgan Chase, Lenovo, Marriott, Mars, Microsoft, Thomson Reuters, and TikTok.

The Code and Theory network is comprised of nearly 2,000 people with 50% engineers and 50% creative talent. We’re always on the lookout for smart, driven, and forward-thinking people to join our team.

Harbor is seeking a Salesforce Developer to also be an Administrator to manage and enhance our Salesforce platform as a central CRM supporting sales, service delivery, and financial processes. This role is responsible for system governance, data integrity, automation, and supporting integrations with other enterprise systems to ensure accurate reporting, reliable forecasting, clean operational data, and scalable operations.

The role will act as a systems steward for the Salesforce ecosystem (Sales, Service, and Experience Clouds), overseeing platform health, user experience, automation standards, and roadmap execution. This position partners closely with Tech Enablement, Commercial Operations, Finance, Delivery Operations, GTM, Marketing, and external Salesforce development partners to manage enhancements, system stability, and ongoing platform improvements.

Key Responsibilities:

Salesforce Platform Ownership

• Serve as the internal Salesforce Product Owner, overseeing development, and doing some new feature development, changes, and administration, as needed.
• Manage system configuration, field structures, object relationships, and platform health.
• Own the Salesforce data model and enforce data governance standards.
• Maintain sandbox environments and coordinate deployments between sandbox and production.
• Reduce technical debt, manage automation governance, and enforce Security and profile/role-based permissions.
• Maintain documentation, release notes, and system communication for stakeholders.
• Manage new Salesforce requests from stakeholders, clarify requirements, assist with documentation, and either oversee or perform development as needed.

User Support & Administration

• Serve as the primary contact for Salesforce requests from internal teams.
• Manage bulk data uploads, troubleshooting, and error resolution.
• Maintain user roles, permissions, profiles, and license management.
• Support onboarding and offboarding of Salesforce users.
• Monitor system usage and recommend workflow improvements.

Automation & System Enhancements

• Gather and manage system requirements and coordinate implementation with internal teams and Salesforce development partners.
• Coordinate cross-system workflows between Salesforce, Cloud Coach, NetSuite, Enterprise Lakehouse, and Enterprise Service Bus
• Design and maintain automation using flows and guided processes to improve user experience and data capture.
• Support release management, testing, and deployment.
• Consolidate legacy automation and improve system reliability.

Data Governance & Reporting

• Define and maintain GTM data contracts, including taxonomy, KPI definitions, and field ownership.
• Maintain Salesforce field dictionaries and reporting documentation.
• Follow and enforce change control processes for system updates and reporting changes.
• Ensure data alignment between Salesforce, Power BI, and downstream systems.
• Support accurate pipeline, forecasting, and account reporting.

Data Quality & Integration Oversight

• Lead data quality initiatives and ongoing data maintenance.
• Perform data audits and coordinate cleanup activities.
• Define system-of-record boundaries across Enterprise Service Bus, Salesforce, Power BI, and NetSuite.
• Ensure integration data aligns with governance standards.

Qualifications:

Required

• 3–5 years of Salesforce Administrator or Salesforce platform experience.
• Experience in Declarative Development (Click-based / No-code or Low-code) along with Programmatic Development using Apex (Code-based) and Lightning Web Components
• Experience building and maintaining Salesforce Flows.
• Experience implementing Salesforce integrations with other systems through Rest APIs and OAuth authentication.
• Strong understanding of Salesforce data structures, automation, and reporting.
• Experience managing sandbox environments and release processes.
• Demonstrated experience improving data quality and governance.
• Ability to translate operational needs into system requirements.
• Strong analytical, organizational, and communication skills.

Preferred

• Salesforce Administrator Certification.
• Experience with forecasting and pipeline analytics.
• Familiarity with Power BI or similar BI tools.
• Experience integrating Salesforce with ERP systems (e.g., NetSuite).
• Exposure to Revenue Operations or GTM systems design

About the Job

You are looking for a challenge, eager for a fast-paced startup environment that will push you out of your comfort zone, where learning happens. Most importantly, you’re a problem solver with exquisite attention to detail , unafraid to get technical to understand the root cause of an issue.

The Financial Operations team manages all customer funds across the region, ensuring that funds are placed appropriately, liquidity is managed correctly, transactions are reconciled and all manual operations to support customer fund flows are executed to an extremely high standard.

As we expand across more countries, we have developed a global offering (“Global Accounts”) for our merchants, allowing them to move funds seamlessly across currencies and leverage any of Xendit’s global services from within one dashboard. This role will be the main owner of all regional fund flows, overseeing float management, liquidity forecasting, day to day operations, cross border and FX operations. The focus will be on the strategy and management of this, while execution will primarily be done by the existing operations team.

If you can be accurate and detail-oriented under pressure, are always reliable, collaborative, and love the dynamic environment of operations, we want to hear from you. Bonus points for those who love challenging the status quo.

Minimum Qualifications

• Graduate of Management, Accounting, Finance, or a similar course, with 5-8 years of relevant experience in a start-up/fast paced environment or within the payments, fintech, or financial services spaces
• At least 3 years working in cross-border and FX operations
• Able to get your hands dirty, getting into the weeds of the operations to ensure they are done in the most efficient and effective manner
• Comfortable dealing with large datasets and data analysis
• Constantly looking to push the bar and increase standards of operations
• You have a discerning ability to prioritize workload in line with tight deadlines and work effectively under pressure
• You are a team player and communicate well with internal and external stakeholders
• You have great ownership mentality and have proven you can push towards a goal by yourself
• You pick up new skills quickly using a combination of self-exploration and relationship building
• You are detail-oriented and able to manage multiple priorities while maintaining quality work
• Detail oriented, can see patterns in data/information or notice when something is amiss
• Located in Jakarta, Bangkok, Manila or Kuala Lumpur

Preferred Qualifications

• Experience working in or dealing with banks or large financial institutions
• Experience with SQL or visualization tools (e.g. Looker)
• Experience in managing a Finance / Financial Operations team of 4-6 people
• Experience managing a geographically dispersed team

Responsibilities

Design & execute the fund management & liquidity strategy for Global Accounts operations

• Understand all fund flows, their volumes, and their liquidity requirements, in order to design the right strategy to support these operations
• Design & execute on the strategy to manage liquidity in the most operationally and cost effective manner for Xendit. Adjust strategy as needed
• Monitor funds across the region through the day to ensure correct allocation across accounts and currencies

Monitor Global Accounts & FX operations to ensure seamless execution

• Execution of Global Accounts & FX operations will be done by the existing Financial Operations team. Oversee and guide the operations to ensure that there are no errors or disruptions to merchant flows
• Create or update SOPs as required to correct operations and ensure they all follow best practices
• Address and manage any operational issues or escalations independently

Operational improvements & reporting

• Focus on the processes and tooling to enable the execution of cross border fund flows and liquidity operations
• Report on Global Accounts operations and liquidity statuses to the Financial Operations Head and to broader leadership as required
• ⁠⁠Own and drive Global Accounts & FX metrics such as efficiency and accuracy

Work closely with various internal teams to drive success

• The reconciliations of all fund flows are done by a centralised team. Work closely with this team on all Global Accounts / FX recons to ensure they have the information they need and to address any questions / unreconciled items that arise
• As the product continues to evolve, partner closely with the product team to give feedback on the product and provide FinOps’ input and requests, to ensure future builds and evolutions meet our operational requirements
• Solve complex problems by working across product, regional partnerships, treasury, compliance, sales and growth teams to ensure FinOps is able to support all aspects of our Global Accounts

Do whatever it takes to make Xendit succeed