The Role

As a Bookkeeper, you'll be the engine that keeps our sales process running smoothly. You'll work cross-functionally with sales, operations, and student success to make sure our pipeline is clean, our paperwork is in order, and our Enrollment Managers can stay focused on converting and supporting prospective students. This is a high-visibility, high-ownership role for someone early in their career who is obsessive about accuracy, consistency, and timely follow-up — and who wants to grow fast.

What You'll Do

Deal Administration & Contracts

• Prepare, send, and track client contracts and associated enrollment paperwork through the full signature cycle
• Follow up promptly with clients and Enrollment Managers to ensure agreements are signed and returned before service delivery begins
• Keep and maintain organized records of signed contracts, amendments, and client documentation

Pipeline & CRM Management

• Own day-to-day hygiene and accuracy of our CRM (HubSpot), ensuring contacts, deals, products and tickets are properly maintained.
• Update records consistently and in real time so the team is always working from current information.
• Manage and track the full student inquiry-to-enrollment pipeline, flagging bottlenecks and drop-off points to sales and leadership.

Data Hygiene & Integrity

• Audit CRM records on a recurring cadence: deduplicate contacts, enforce required fields, and clean up stale or malformed data.
• Define and enforce data entry standards so reporting is trustworthy at every level of the funnel.
• Build validation rules, required-field logic, and automated checks that prevent bad data from entering the system. 
• Reconcile CRM data against billing, contract, and enrollment systems to surface and fix discrepancies.
• Maintain documentation of data definitions, field usage, and naming conventions for the broader team.

Payments & Billing Operations

• Manage and reconcile our payment platforms (Stripe and PaySimple) ensuring transactions are accurately recorded as they come in.
• Own the collections process for late or outstanding payments — sending reminders, coordinating with clients, and escalating when necessary.
• Partner with leadership to refine payment policies, installment plan structures, and billing workflows as the business scales.
• Troubleshoot payment failures, disputes, and refund requests in a timely and professional manner.

Reporting & Analytics

• Pull lists, run standard reports, and surface accurate data to sales ops leadership to inform strategy and planning.

Process & Tooling

• Document sales workflows, playbooks, and SOPs as the team scales, and flag opportunities to streamline
• Help evaluate and roll out sales tools and integrations to reduce manual work and improve rep productivity.
• Stay current on CRM features, AI tools, and other tech that can make the team faster.

Cross-functional Collaboration

• Work seamlessly with the sales team: You'll be their go-to partner the moment a deal is posted.
• Partner with operations to ensure handoff processes are seamless and attribution is tracked correctly.
• Coordinate with the student success advising team to align on client issues and resolutions.

Administrative Support

• Handle ongoing data entry and documentation work that keeps records and processes current.
• Support onboarding of new sales ops tooling.

What We're Looking For

• 2+ years of experience in accounting, bookkeeping, sales operations, revenue operations, business operations, or a related analytical role.
• Impeccable communication skills, written and verbal, both internally and externally — you can move fast, set expectations clearly, and explain a contract, a missing form, or a deadline to a stressed client and leave them feeling supported.
• Demonstrated obsession with clean data: You can describe a data hygiene project you ran end-to-end.
• Hands-on experience or strong comfort with payment platforms such as Stripe and PaySimple.
• Experience managing contracts or deal documentation (e-signature tools like DocuSign or PandaDoc a plus).
• Proficiency in CRM platforms (HubSpot preferred) and comfort with learning new tools quickly.
• Strong Excel/Google Sheets skills; experience with BI tools (Looker, Tableau) is a plus.
• Detail-oriented with a knack for spotting process inefficiencies.
• Excellent organization and follow-through; you do not let tasks fall through the cracks and you build systems so they cannot.
• Comfortable with collections conversations — professional, persistent, and empathetic in follow-ups.
• Self-starter mentality; comfortable with ambiguity in a fast-paced startup environment.
• Curious about new tools and tech (AI, CRM features) that can make your workflows better.
• Genuine interest in education, admissions, or helping students achieve life-changing outcomes.

What We Offer

• Health, dental, and vision benefits
• Direct mentorship from senior leadership
• The chance to build something meaningful in the education space

Salary: $75,000

Senior Marketing Manager (temp)

Location: Hybrid in NYC (3 day in-office requirement)

Qualifications:

• 8+ years experience in B2B marketing, ideally within SaaS, FinTech, or the payments sector. You bring a strong generalist toolkit with a clear understanding of how individual channel levers (Performance, Lifecycle, Content, Events) operate, allowing you to effectively partner with channel owners.
• Mindset: A self-starter with strong ownership, adaptability, and curiosity to ramp up quickly and cover a diverse range of business segments and priorities.
• Strategic Acumen: Strong ability to translate business goals into actionable GTM strategies and measurable outcomes.
• Executional Excellence: Highly organized with a proven track record in running successful campaigns and content programs from concept to analysis.
• Cross-Functional Collaboration: Comfort with navigating a matrixed environment, fostering cross-functional collaboration, and driving clarity in ambiguity.
• Customer-Obsessed: Track record of translating customer insights into actionable strategies and campaigns that resonate with both prospective and existing users.
• Communication & Influence: Strong, proactive communicator with experience presenting to senior executives and large audiences. Able to influence internal and external stakeholders of varying levels towards desired outcomes.
• Data-driven: Confident in using data and insights to inform decisions, optimize campaigns, and communicate results.
• Tools: Familiarity with Asana, Salesforce, and analytics tools.

Bonus points:

• Experience with people management
• Experience working with small businesses and/or accountants 
• Experience with agency or external stakeholder coordination

A day in the life and how you’ll make an impact:

As a Senior Marketing Manager, you will play a pivotal role in marketing strategy and execution for our U.S. Small Business and Accountant & Bookkeeper audiences, owning key initiatives on our marketing campaign calendar—not only ensuring existing strategies are executed flawlessly, but also maintaining the agility to adapt and build upon these plans as the market and our product evolve. Beyond the core campaign calendar, you will also spearhead broader strategic marketing projects such as redesigning customer journeys to optimize the funnel. 

Youʼll be a collaborative problem solver who thrives on working with a diverse mix of teams and stakeholders of varying levels, including GTM, Product, and Strategy. On a day-to-day basis, you’ll partner with channel teams such as Lifecycle, Performance Marketing, Events, and Creative to develop and execute marketing activity ranging from tactical, quick-win initiatives to complex multi-channel campaigns. Together, you will drive high-quality lead generation, accelerate new customer acquisition, deepen existing user engagement, and deliver impactful campaigns that achieve our broader business goals.

This role requires strong leadership, exceptional communication and project management skills, and the ability to foster collaboration across remote teams. There is a temporary people management component.

• Campaign Strategy & Budget: Take ownership of the inflight marketing strategy, ensuring executional excellence while adapting the plan to shifting internal and external factors; Manage the Melio marketing budget, ensuring initiatives stay on track and on budget.
• Multi-Channel Campaign Management: Partner closely with channel owners to develop and deliver integrated marketing activities, balancing priorities and resources across multiple concurrent campaigns to achieve brand and business goals for both our Accountant & Bookkeeper (AB) and Small Business (SB) audiences.
• Sales Enablement & Content Creation: Create compelling external content and sales enablement materials that equip the broader team to effectively communicate Melio's value proposition and propel Melio’s image in the market; create thoughtful distribution strategies and clear success measurement  to amplify content usage.
• Event Strategy: Drive event strategy, such as how and where Melio shows up in the field, collaborating closely with the in-house Events team to execute; ensure our market presence drives measurable engagement and leads.
• Cross-Functional Visibility & Communication: Act as the connective tissue between marketing and the broader business. You will proactively share upcoming campaign roadmaps, report on performance metrics, and ensure all internal and executive stakeholders are fully informed and aligned with our marketing activities.
• Measurement & Reporting: Embed testing, measurement, and optimization into all campaign activity, seeking continuous improvement and fostering a feedback loop across internal marketing channel teams, GTM, and other cross-functional stakeholders.

About the team:

From clever copy to bold campaigns, Melio’s Marketing Team is where creativity meets strategy. We’re a group of sharp thinkers, creative storytellers, and strategic operators who bring Melio’s mission to life. Working closely with teams across the company, including Product, Design, and GTM, we shape our voice, grow our brand, and connect with customers and partners in ways that resonate. A strong understanding of our product, audience, and market drives everything we do. Whether we’re launching campaigns, refining content strategies, or strengthening performance we focus on impact, collaboration, and making sure everything we say reflects the heart of Melio.

About Melio USA: 

• Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. 
• The annual base salary range for this position is $140,000-160,000. 
• Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
• 401K matching: Feel the investment of working at a high-growth company.
• Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees. 
• Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it. 
• Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week. 
• Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
• Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. 

Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.

Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.