Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role

As a Customer Success Support Manager at Human Interest, you are responsible for the performance of the team that is the frontline face of the company. On a daily basis, you demonstrate your passion for helping customers maximize our retirement savings platform. You love to solve problems and are energized by challenges and the reward that comes with solving them. You leverage strong coaching expertise and 401(k) knowledge to drive team strategy in a way that maximizes the overall customer experience. 

What you get to do every day

• With passion and confidence, you will guide, inspire, and develop a team of Customer Success Support Associates who are Customer Obsessed 
• Act as a force multiplier for the team by creating an environment which supports constant improvement and development, and where targets are consistently met or exceeded
• Coach, performance manage and develop direct reports
• Be a role model to foster a culture of collaboration, accountability and strategic thinking across your team
• Drive initiatives forward, managing internal and external stakeholders to ensure that we can consistently meet all of the needs of our customers
• Drive initiatives that elevate the customer experience and increase operational efficiency 
• Define, execute and enforce best-practices across the team
• Manage escalations with urgency and accuracy, carefully managing complex issues to a full resolution
• Work cross-functionally with the Enablement, Operations, and Plan Administration teams to ensure customer issues are resolved successfully 
• Partner with Product/Program Management teams to drive platform and process improvements
• Leverage domain expertise and strong coaching skills to develop a team of associates that consistently deliver world class service to our customers

What you bring to the role

• 3+ years of experience managing a team
• 2+ years of industry (401k) experience
• Proven success scaling support operations across multiple channels
• Comfortable being dynamic and adapting to a constantly evolving environment
• Experience within a high volume and startup call centers a big plus
• Passion for developing and mentoring your team(s)
• Love for process. You’re constantly on the lookout for inefficiencies that can be improved upon
• Self-driven with a joy for learning new subject matter, programs, systems, and tools.
• Meticulous attention to detail.
• High care/low ego approach to your work
• Bachelor’s degree or equivalent experience

Where you will work

• Located in our Lindon, Utah office (Monday-Thursday) with the flexibility to work remotely on Fridays
• Standard Monday-Friday work schedule with no weekends or evenings

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

• Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $70,000 - $75,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

Benefits - 

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth:  Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents  
• Carrot: Fertility healthcare and family forming benefits
• Candidly:  Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

We’re a great place to work (but don’t take our word for it) 

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024) 
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.

Protect yourself against fraud and identity theft. Apply to our open positions directly via our careers page on Greenhouse. Human Interest will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @humaninterest.com email address. If you have questions, please reach out to us directly at careers@humaninterest.com

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures

About your role

You’ll bring to the role a passion for delivering a seamless and engaging employee experience through operational excellence. The ideal candidate is a detail-oriented and tech-savvy HR professional with hands-on HRIS experience and a strong understanding of core HR processes. In this role, you will support key People Operations programs across the employee lifecycle, ensuring accuracy, compliance, and continuous process improvement.

How you will make a difference day to day

• Manage HRIS transactions throughout the employee lifecycle, including onboarding, job changes, promotions, compensation updates, and offboarding

• Support the administration of company benefits programs, including new hire enrollment and qualifying life event changes

• Ensure new hires are enrolled in required training plans; support rollout, tracking, and reporting of annual compliance training

• Support and help drive People Operations initiatives and cross-functional projects, including process improvements and system enhancements

• Assist in administering performance review cycles, including assessment kick-off, progress monitoring, and completion reporting

• Monitor the HR email inbox and Slack channels to provide timely and accurate responses to employee inquiries

• Develop proficiency and become a subject-matter expert in HR systems, processes, and communication platforms

• Help ensure adherence to established HR policies, procedures, and best practices

• Support payroll processing by verifying data accuracy and compliance with internal requirements

• Maintain and update process documentation and refresh HR content on the company Intranet

• Utilize Google Workspace tools (Gmail, Calendar, Docs, Slides, and basic Sheets) to support daily operations and reporting

What you´ll need

• 3–5 years of HR Operations experience with hands-on HRIS work

• Experience working for a tech company, with the ability to thrive in a fast-paced environment and effectively manage competing priorities

• Experience supporting a range of People Operations projects and initiatives

• Strong organizational skills with sharp attention to detail

• Service-oriented mindset with strong written and verbal communication skills

• Ability to manage sensitive information with discretion and professionalism

• Exposure to HRIS configuration, implementation, or system integrations a plus

Not sure if you meet all the qualifications? Apply anyway! We value diverse experiences and encourage you to bring your unique talents to our team!

Benefits & Perks

• Comprehensive health plans (including Medical, Dental, and Vision insurance for full-time employees)
• Unlimited PTO
• Competitive salary packages
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates 

Interview Process

• Recruiter Phone Screen
• Role Assessment(s)
• Hiring Manager Interview
• Panel Interviews
• Final Interview

About your role

You’ll bring to the role a passion for building relationships, generating new business opportunities, and driving the growth of Rocket Lawyer’s Legal Benefits Sales Division. The ideal candidate will be a high-energy sales professional with experience in lead generation, cold calling, and thriving in goal-oriented environments. In addition to managing your territory and pipeline, you will engage with senior executives and decision-makers to position Rocket Lawyer as a game-changing HR benefit.

How you will make a difference day to day

• Innovate and generate fresh business opportunities, propelling our SaaS B2B Legal Benefits pipeline forward

• Collaborate closely with managers and account managers to strategize targeted lists, call approaches, and compelling messaging to cultivate new business avenues

• Engage in high-level discussions with senior executives at our target accounts

• Identify and connect with crucial decision-makers within potential client organizations, laying the cornerstone for robust, enduring partnerships

• Help build a robust pipeline for our Legal Benefits product

• Articulate the value that Rocket Lawyer seamlessly integrates into the company’s benefits package

• Consistently meet or surpass monthly quotas for qualified opportunities

What You´ll Need

• Experience with sales, cold-calling, or prospecting

• A genuine passion for customer success, helping legal benefit sponsors deliver a highly valuable service to their employees and members

• Demonstrated history of exceeding sales targets, particularly in high-volume scenarios, and a proven record of thriving in goal-oriented environments

The ideal candidate will also have

• Bachelor’s degree

• 1+ years of experience in lead generation, sales, and/or marketing

• Prior exposure to IT or SaaS companies

• Proficiency in Salesforce.com, Word, Excel, and PowerPoint

Benefits & Perks

• Comprehensive health plans (including Medical, Dental, and Vision insurance for full-time employees)
• Unlimited PTO
• Competitive salary packages
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA Options Optional
• HSA with Company Match
• 401k program with Company Match
• Wellhub & ClassPass fitness platforms
• Comprehensive Pet Insurance options
• Financial Wellbeing & Student Loan Program access
• Access to additional Mental Health & Wellbeing resources
• Pre-tax Commuter/Transit Benefits
• Free Rocket Lawyer account with online access to an extensive legal documents library and brilliant licensed attorneys at discounted rates 

Interview Process

• Recruiter Phone Screen
• Role Assessment(s)
• Hiring Manager Interview
• Panel Interviews
• Final Interview

Not sure if you meet all the qualifications? Apply anyway! We value diverse experiences and encourage you to bring your unique talents to our team!

Avetta’s SaaS platform connects the world’s leading organizations with qualified suppliers, contractors, and vendors. We bring unmatched visibility to companies through cloud-based technology and human insights. As a result, we foster sustainable growth for businesses and their supply chains. Our SaaS subscription software is used by 85k+ active customers in over 100 countries. 

SUMMARY

As the Manager, Relationship Management, you will lead a team of Relationship Managers responsible for driving retention across a defined book of high-priority supplier accounts. Your focus will be on coaching, process execution, and strategic oversight to reduce churn, increase supplier satisfaction, and create a consistent, value-driven experience.

You’ll balance day-to-day operational leadership with strategic alignment to broader lifecycle initiatives. Success in this role requires strong people leadership, CRM fluency, and a passion for improving customer experience through proactive outreach and scalable processes.

At Avetta, our suppliers are more than participants — they are partners in creating safer supply chains. Your leadership will ensure that every supplier feels seen, supported, and set up for renewal success.

This is a hybrid role, working three days a week in our beautiful Lehi office.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Team Leadership & Coaching

  • Manage and develop a team of Relationship Managers focused on proactive retention
  • Set clear expectations and coach the team to meet KPIs across outreach, engagement, and renewal forecasting
  • Conduct regular 1:1s and team check-ins focused on performance, supplier experience, and continuous improvement
  • Support career growth, skill development, and employee engagement

  Operational Oversight

  • Oversee task assignment, account coverage, and lifecycle playbook adherence
  • Ensure accurate documentation of supplier interactions in Salesforce
  • Monitor team performance metrics and drive execution against goals
  • Maintain high visibility into risk indicators and remove blockers to team success

  Strategic Execution & Process Improvement

  • Partner with Director and cross-functional peers to refine lifecycle retention strategy
  • Provide feedback on health scoring, automation, and engagement tactics
  • Collaborate with Sales, Support, Product, and Billing to resolve friction points
  • Contribute to programmatic improvements that increase efficiency and supplier satisfaction

  Customer Experience Advocacy

  • Champion the voice of the supplier internally, ensuring that trends and insights are shared with relevant teams
  • Elevate systemic issues and advocate for experience-driven solutions
  • Promote a team culture rooted in supplier partnership, proactive engagement, and long-term retention

IDEAL EXPERIENCE, EDUCATION & TRAINING:

• • 3–6 years of experience in a high-volume sales environment, including 1–2 years managing and coaching teams on activity metrics, objection handling, and performance outcomes
  • (B2B SaaS or compliance-driven environments strongly preferred)
  • Strong understanding of lifecycle-based engagement and proactive retention models
  • Proven success in coaching teams to performance outcomes
  • Proficient in Salesforce with a strong understanding of CRM best practices
  • Excellent verbal and written communication skills
  • Data-driven mindset with the ability to analyze performance and identify trends

Director of Account Management 

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 Director of Account Management to build and lead the next evolution of our customer-facing organization. You’ll have the opportunity to continue to build the Account Management function, define processes, shape the customer journey, and scale a growing team of high-performing Account Managers.

Account Management plays a critical role in helping our customers unlock the full value of our Practice Management Suite. In this role, you’ll be responsible for retention, expansion, customer health, and delivering exceptional client experiences. We’re looking for someone who is strategic, scrappy, and energized by building new programs, systems, and teams. You should be deeply familiar with B2B SaaS, passionate about customer success outcomes, and excited to leverage AI-driven workflows to increase team efficiency, predict customer needs, and elevate account performance.

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

What You’ll Do

• Build, lead, mentor, and scale the Account Management team from the ground up.
• Establish the Account Management strategy, including customer segmentation, engagement models, renewal & expansion motions, and success metrics.
• Own customer retention and expansion outcomes, partnering with Sales, Product, Support, and Marketing to deliver a seamless customer experience.
• Develop data-driven processes to monitor account health, anticipate risks, and identify growth opportunities.
• Implement and optimize AI-driven workflows to improve forecasting, customer insights, team efficiency, and communication quality.
• Meet regularly with strategic accounts to understand goals, deepen relationships, and drive continued product adoption.
• Collaborate cross-functionally to advocate for customer needs and inform product roadmap priorities.
• Work with RevOps to build reporting, dashboards, and forecasting models to track team performance and KPIs.
• Create training, playbooks, and onboarding programs to support AM team growth and quality.
• Establish a culture of accountability, continuous improvement, and excellent customer stewardship.

What We’re Looking For

• 8+ years of experience in Account Management or Sales in a B2B SaaS environment.
• 5+ years of experience leading Account Management or Sales teams; experience building a team from scratch strongly preferred.
• Strong understanding of SaaS customer lifecycles, renewal and expansion motions, and account health measurement.
• Proven experience owning retention, churn mitigation, and expansion targets.
• Ability to leverage AI tools (e.g., for forecasting, insights, automation, and communication augmentation) to enhance team performance.
• Excellent leadership, coaching, and people development skills.
• Strong strategic thinking, operational rigor, and a bias toward action.
• Exceptional communication and relationship-building abilities.
• Bachelor’s degree or equivalent experience.

Bonus Points If You Have

• Experience working with accounting, fintech, or workflow automation products.
• Experience leading teams through rapid scale or high-growth environments.

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.

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.

SUMMARY:

As a member of the Avetta Client Success team, you will be both a relentless advocate for your customers and an engaging representative from our company to the customer. You will measure your impact through retention, expansion, and overall client health, but your daily focus will be as the customer’s guide for their journey with Avetta. This role is right for you if your passion is to help clients embrace a new paradigm for understanding and managing their businesses.

As the primary voice for our clients, the Client Success Manager works closely with all other teams inside Avetta. They will look to your experience and creativity to help them make the best possible decisions for our customers and the company. In the same way, your clients will look to you to help them understand and execute “what’s next?” to maximize the value, they see every day with our platform and services.

This role is a hybrid position in our Lehi, Dallas, or Houston office (3 days in office, 2 days work from home). 

How you will make an impact:

• Nurture and grow relationships with your client stakeholders, while identifying additional key stakeholders through proactive engagement
• Maintain the client’s momentum after launch leveraging critical success factors aligned to the client’s journey as increase adoption Avetta platform over time
• Serving as the trusted advisor for clients on use-case, product functionality and applicable program recommendations
• Perform regular review-and-planning sessions (via Success Planning and QBR activities) with client stakeholders to demonstrate value, understand the client’s current business situation and objectives, and define next steps in their journey with Avetta
• Proactively ensuring clients understand, have adequate training on, and are utilizing Avetta’s products to achieve the maximum benefit
• Provide marketing with referenceable customers, Client Success anecdotes, data-rich trends and observations about changes in our client base and industry
• Work within the Client Success Team to create innovative strategies, services, and processes that drive increased customer adoption, retention, and expansion across all of Avetta’s offerings
• Act as the voice of Avetta clients and work cross functionally with internal stakeholders to solve problems and drive potential process and product improvements
• Assist Account Managers with client growth plans and, when necessary, at-risk mitigation
• Own the overall health of each assigned Client Account
• Assist the Client Support Team with difficult and client-specific problem resolution
• Partner with Implementation and Professional Services to support best practice implementations and identify key growth opportunities
• Maintain an attitude of constant improvement and always work to increase efficiency, scalability, and impact
• Use data to help make recommendations and decisions
• Fully document all interactions with clients (Using SFDC, Wrike, etc.)

Your key values and skills:

• You thrive in an environment of ownership & accountability
• You are proactive in your engagement with your clients and peers
• You possess strong communication and collaboration skills
• You are inherently persistent and operate as both a Client and Avetta advocate
• You approach problem solving with a creative mind, empathetic spirit, and scalable mindset
• You are passionate about your vision for client growth and laser focused on what is needed to get them there

Ideal Qualifications:

• Minimum 3+ years in either a customer-facing role with an Enterprise SaaS company or supplier management with a large organization
• Bachelor’s Degree or equivalent work experience
• Experience with the Microsoft Office suite, SFDC, CRM tools, and JIRA a plus
• Excellent interpersonal, verbal, and written communication skills
• Highly organized, collaborative, responsive, and proactive
• Past success mastering new, complex technologies, processes, and concepts and training / mentoring others to master them as well
• Strong project management skills, PMP a plus

• You are known for your strong work ethic
• Hunter mentality
• You thrive in a competitive, collaborative environment
• Takes initiative.
• Ability to acquire clients.
• Strong negotiating skills.

• Structured promotion process/auto promotion process
• Career Action Planning with Manager
• Qmobility

• You sell the Qualtrics platform and become trusted advisors to C-Suite, Director, and VP level leaders
• You engage with clients at all points of the sales cycle - including prospecting, product demonstrations, on-site presentations, through close
• You drive net-new revenue growth through new logo acquisition and expansion of current accounts
• You educate clients on packages and options applicable to their situation, demonstrating how features and benefits match their needs
• You develop and execute strategic plans for your territory and create reliable forecasts
• You focus on self-development through daily training and enablement

• You have experience navigating Salesforce.com, LinkedIn Sales Navigator, and other prospecting applications
• You have a proven track record of hitting and exceeding quotas
• You love closing complex, consultative deals
• You are able to travel when necessary
• You have 4+ years of quota-carrying sales experience, ideally in SaaS (senior levels)

• The Qualtrics' Account Executive team is dedicated to changing the way our customers focus on Experience Data.
• This team is focused on driving revenue for the organization.
• This team is competitive and strives to win!
• This team partners closely cross functionally internally and externally to get deals across the line.

• Salary + Uncapped Commissions and Accelerators
• 100% Performance based promotions -- not politics or tenure
• Catered lunch
• Quarterly team activities, winter and summer parties, and lots of Qualtrics swag

• Make your impact within a rapidly growing Fintech Company

  We are seeking Business Development Representatives to join our growing sales team. You will qualify leads, build relationships with prospective customers, network with partners, and generate new opportunities for BILL Direct Sales channel. Business Development Reps who consistently meet and exceed their sales targets will be considered for exciting career expansion opportunities within our growing organization. This position reports to the Business Development Manager in the Direct Sales channel.

  We’d love to chat if you:

  • Feel confident engaging with both outbound and marketing-sourced leads to schedule high-quality demos and discovery calls for our Account Executives
  • Enjoy the art of creative prospecting using tools like Salesforce, ZoomInfo, LinkedIn Sales Navigator, and Outreach
  • Thrive in a fast-paced, high-volume environment—making 80+ outbound calls each day is just part of your rhythm
  • Excel at managing multiple prospects across different stages of the sales cycle through a mix of calls, emails, texts, and social outreach
  • Take initiative in learning and mastering BILL’s product suite and value proposition
  • Consistently meet—and aim to exceed—weekly and monthly KPIs including call volume (80+ outbound calls per day), meetings booked, opportunities created, and deals influenced
  • Embrace a collaborative, team-first culture where daily huddles are an opportunity to align on goals and celebrate wins
  • Are resilient, adaptable, and a strong communicator—especially when navigating objections and turning challenges into opportunities

   

  Visa Sponsorship:  Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

Breeze is hiring- join us!

Breeze Airways is a Seriously Nice airline, merging technology with kindness. Crew Schedulers are an essential part of the Crew Service Team. Crew Schedulers work to schedule Pilots and Flight Attendants in accordance with government and company regulations, airline schedule requirements, and flight qualifications. Remaining calm under pressure, focusing on solutions, communicating clearly verbally and in writing, and maintaining a positive attitude are essential skills for this job. Crew Schedulers must be willing and able to contribute to developing a growing team environment.

Here’s what you’ll do

• Ensure all scheduled crew members are legal, qualified, and available for their assignments
• Proficient in the use of company-approved crew scheduling software and company policies
• Ensure compliance with all FAR legalities for Flight Crew and Flight Attendant Team Members and company playbooks.
• Monitor and check legalities
• Monitor all flight time, duty time, and rest requirements to ensure all crewmembers are in compliance with FARs and company policies
• Coordinate and communicate with all team members / Dispatch / Training / Inflight / Flight / Crew Planning to ensure that all crewmembers all legal for their flying assignment
• Coordinate and book hotel and ground transportation
• Achieve performance measures, goals and adhere to established standards in conjunction with Breeze Aviation Group Values of Safety, Kindness, Integrity, Ingenuity and Excellence
• Other duties as assigned by Manager Crew Services

Here’s what you need to be successful

Minimum Qualifications

• Previous airline, station, or operations experience
• Must be able to work varying shifts, overtime, overnights, weekends, and holidays, and must be flexible to last-minute schedule changes
• Self-starter with a positive attitude and strong desire for success, able to multitask and prioritize in a high face paced environment
• Must be at least 18 years of age
• High school diploma or equivalent educational achievement
• Must have the authorization to work in the US as defined by the Immigration Reform Act of 1986

Preferred Qualifications

• 1+ years of experience in Crew Scheduling or other airline experience
• Experience using Navitaire and Gladly
• Degree in a related field

Skills/Talents

• Ability to maintain a poised demeanor while working in a fast-paced environment
• Understands and implements Breeze’s values and mission
• Proven history of impeccable customer service abilities
• Ability to communicate clearly, concisely, logically, and coherently at various levels within the organization, both written and verbal
• Results-oriented with the ability to balance other priorities
• Strong analytical and reasoning abilities
• Excellent time management skills with the ability to prioritize tasks
• Ability to understand the 24-hour clock and worldwide time zones
• Ability to work with all levels of management
• Must be able to read, understand and comprehend the flight attendant or pilot playbooks
• Ability to review policies/procedures and recommend changes
• Models and promotes Breeze’s values of Safety, Kindness, Integrity, Ingenuity, Excellence
• Responsible for adhering to all applicable laws, regulations, and company policies and procedures
• Must maintain good attendance and punctuality
• Ability to sit for prolonged periods of time
• Flexible and capable of adapting to constant change
• Potential need to work flexible hours and be available to respond on short notice
• Proficient in Microsoft Office Suite

Perks of the Job

• Health, Vision and Dental – Full Time
• Health Savings Account with Breeze Employee Match
• 401K with Breeze Employee Match
• Generous PTO
• Travel on Breeze and other Airlines too!

We Are Route

When shoppers hit "buy," a great customer experience doesn’t end, it’s just getting started. For too long, everything after checkout has been the weakest link in ecommerce: confusing tracking, lost or damaged packages, clunky returns, and missed opportunities to turn first-time buyers into lifelong fans. That's why we built Route.

Our mission is simple: we create shopper confidence that fuels brand growth. Route is the leading post-purchase platform for modern ecommerce, trusted by thousands of brands and protecting more than $20 billion in gross merchandise value to date. From package protection and industry-leading order tracking to returns and exchanges, cash back loyalty, and engaging product recommendations, Route brings every moment after checkout into one powerful platform, empowering shoppers with visibility and peace of mind while giving merchants loyalty that lasts well beyond the first sale.

Since launching in 2018, Route has raised over $250 million from leading investors including Craft Ventures, Hedosophia, and Hanaco Ventures, and has grown into a complete post-purchase ecosystem loved by millions of shoppers and the brands they buy from. Throughout that growth, we've stayed committed to building innovative products that empower our customers and to fostering a people-first, values-driven culture that makes Route a place where great work and great people thrive.

We're looking for talented people across the ecommerce space to join us on the next chapter of this adventure. Don't just take our word for it, Discover what life at Route has to offer.

The team

Joining Route's RevOps team means joining a group of curious, driven operators who believe the future of revenue operations is being written right now, and we intend to write it. We pair a people first culture with a relentless commitment to AI innovation, using tools like Claude to eliminate friction, move faster, and make smarter decisions across the entire Revenue motion. We don't just adopt new technology; we find ways to make it work harder than anyone thought possible.

The opportunity

This is not a typical Revenue Enablement role. In this position, you will help shape how our Revenue teams learn, grow, and perform across the entire journey, from onboarding through ongoing skill development to strategic execution.

This is a player coach role where you will be both hands on and strategic. You will design and deliver enablement programs from day one, while also having the opportunity to grow and lead a team as the company scales.

We are looking for someone who has experience in high growth environments and understands how to build for speed while maintaining quality. This could include experience in a post Series growth stage or supporting an organization preparing for an IPO. We value a range of experiences and perspectives that contribute to building effective and scalable programs.

If you enjoy bringing structure to ambiguity, collaborating across teams, and making a direct impact on revenue outcomes, this could be a great fit.

What you’ll do

• Own the full enablement lifecycle — from new hire onboarding and ramp programs to ongoing training, certification, and skill development for Sales, Account Management, and other Revenue-facing teams.
• You'll design, build, and personally deliver programs while simultaneously laying the foundation for a scalable enablement function that can grow with the team.
• Develop and execute a Revenue Enablement strategy aligned to company goals, sales methodology, and key performance metrics, in close partnership with Revenue leadership.
• Build and maintain a content library of playbooks, battle cards, competitive intelligence, objection handling guides, and onboarding curricula that equip sellers to perform at their best.
• Partner cross-functionally with Sales, Marketing, Product, and RevOps to ensure the Revenue org has timely, accurate, and actionable information at every stage of the buyer journey.
• Instrument and measure enablement effectiveness — tracking ramp time, productivity metrics, training completion, and revenue impact to continuously improve programs.
• Leverage AI tools, including Anthropic's Claude, to accelerate content creation, personalize learning pathways, and automate routine enablement workflows.
• Support readiness initiatives tied to company growth milestones, including potential M&A integration or IPO preparation, ensuring the Revenue team is aligned, informed, and performing.
• Identify and implement enablement technology (LMS, sales readiness platforms, content management tools) that scale with the organization's needs.

What we’re looking for

• 5- 8 years of Revenue Enablement or Sales Enablement experience, with at least a portion of that time spent in a hands-on, individual contributor capacity — not just managing others.
• Demonstrated player-coach experience: someone who is equally comfortable building a program themselves as they are mentoring and eventually managing a team.
• Experience working at a high-growth startup at Series B stage or later, OR direct experience supporting a company through an IPO or M&A process.
• Proven ability to build enablement infrastructure largely from scratch in a fast-moving, resource-constrained environment.
• Strong command of sales methodologies (e.g., MEDDIC, Challenger, SPICED) and the ability to embed them practically into training and coaching programs.
• Hands-on experience using AI tools — including Anthropic's Claude — to develop content, streamline workflows, or enhance sales team productivity.
• Data-driven mindset with experience defining enablement KPIs and reporting on program impact to senior leadership.
• Exceptional communication and facilitation skills; able to engage, inspire, and hold the attention of a revenue audience.
• Comfort operating in ambiguity, managing competing priorities, and moving fast with incomplete information.
• Experience with enablement platforms (e.g., Highspot, Seismic, Showpad) and CRM tools, particularly Salesforce, is a strong plus.
• Familiarity with ecommerce, SaaS, or marketplace business models is a plus.

Equal opportunity for all

Route is an Equal Opportunity Employer. We embrace diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

Total Rewards

We know our team works best when everyone feels happy, healthy, and supported. We offer to pay 95% - 100% of your health insurance premiums for you and your family, remote or hybrid work arrangements, unlimited PTO, 401k matching, formalized growth opportunities, learning & development, DEI programs & events, and so much more.

Pay Transparency

Salary for this role: $132,000 - $140,000

The cash compensation above includes base salary, and is not reflective of potential commission for employees in eligible roles, or annual bonus targets under Route’s bonus plan for eligible roles. In addition to cash compensation, all Route employees are eligible to participate in Routes equity incentive plan to receive stock options per the terms of the agreement. Some roles may also be eligible for overtime pay. Individual compensation packages are based on a few different factors unique to each candidate, including their career level, skills, experience, specific geographic location qualifications and other job-related reasons.

We are seeking a strategic, high-energy leader to oversee BILL’s Business Development organization across all product areas, with a primary strategic goal of driving the team upmarket. This role is ideal for a proven sales development leader who is passionate about BDR strategy, pipeline creation, and scaling systems.

This will report directly to our SVP of Sales and will lead a team of 7 front-line Business Development Managers, who lead a total of 50+ reps. The Head of Business Development will set the vision for attracting and developing top BDR talent while driving strong alignment with sales, marketing, operations, and recruiting partners. This role requires an exceptional ability to coach at scale, a heavy emphasis on outbound and Account-Based Marketing (ABM) motions, and experience launching and leveraging AI tools.

Make your impact within a rapidly growing Fintech Company

• Lead, coach, and develop a team of 7 front-line BDR managers and 50+ reps, building a high-performance culture rooted in accountability, development, and results.
• Drive the outbound strategy: While our inbound motion is currently working well, this role requires a critical focus on outbound efforts, specifically creating Account-Based Marketing (ABM) motions rather than just calling leads that have shown interest.
• Launch and leverage AI tools: Champion the adoption of artificial intelligence and emerging sales tech, as the sales development area is highly impacted by AI.
• Partner to drive AE conversions: Partner closely and effectively with Account Executive (AE) leaders to drive conversions, as well as with the Ops team to fully understand and leverage data and tools.
• Set and execute the overall strategy for the organization, ensuring consistent pipeline contribution, KPI attainment, and strong alignment to company growth goals.
• Develop senior-level leadership capabilities within your management team through regular coaching, performance management, succession planning, and career development.
• Drive organizational effectiveness by evaluating team structure, territory design, workflows, qualification standards, and lead handoff practices to improve conversion and sales efficiency.
• Build scalable onboarding, training, and manager enablement programs that strengthen prospecting, qualification, messaging, and operational rigor.

We’d love to chat if you have:

• Mandatory second-line leadership experience, specifically with a focus on at least two years of experience at this level.
• Proven experience leading at scale, ideally having successfully managed a team of approximately 50 people.
• Experience with Multi-Product Adoption, including developing the overall strategy and tactical approach to selling simple and effective solutions that encourage adoption of multiple products and services.
• Mandatory experience launching and leveraging AI tools for both inbound and outbound motions.
• Strong expertise driving outbound strategy and ABM motions, performance management, and cross-functional alignment with sales and marketing.
• Experience in larger, established organizations
• Exceptional coaching skills with the ability to develop managers, elevate leadership bench strength, and improve execution at scale.
• Strong analytical and operational mindset, with the ability to partner with Ops to use data, metrics, and business judgment to identify issues and drive continuous improvement.
• Executive presence and strong communication skills, with the ability to influence senior stakeholders and represent the Business Development organization effectively.

SUMMARY

An ideal Client Onboarding Manager needs to be motivated, results-driven, and can work with client users to lead efficient and successful onboarding campaigns. The Client Onboarding Manager will drive revenue from Supplier Registrations by managing and overseeing Registration Campaign launches, while using best practices to ensure desired outcomes. They will work directly with client stakeholders, internal project team members, and supplier sales leadership. We are looking for self-starters who are resourceful and have demonstrated a high degree of discipline in their academic and professional pursuits. This is a hybrid role, working three days a week in our beautiful Lehi, Utah office.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Set clear expectations with clients and foster two-way communication, establishing Avetta as a trusted partner and expert
• Support our clients on-site and in their systems as needed
• Assist client stakeholders on gathering their supplier list from various ERP systems in the appropriate format including all required data
• Coordinate the scope, enrichment, prioritization, strategy, and quality assurance of the client’s supplier list
• Collaborate with clients and Avetta’s Supplier Communications team to draft a co-branded communication plan for both the client’s internal employees and their suppliers
• Coordinate the communications being sent to the appropriate recipients at the appropriate time from the client and Avetta to drive the intended outcomes
• Assist client stakeholders in implementing good change management best practices within their business’ policies and procedures
• Coordinate with Account Management and Technical Resources when there is an opportunity for integration/automation/API.
• Disseminate critical client-specific information to internal teams
• Generate and manage Supplier Registration reporting at various levels of our clients’ organization (Company/BU/Region/Site/Submitter) to meet client SLAs, drive efficiency and quality for customers, track progress and outcomes, and strategize on next steps
• Train client users on the use of our product features related to supplier registration such as: submissions, reporting, and feedback
• Handle customer escalations and maintain regular reporting updates
• Collaborate with internal teams to create smooth transition from Client Onboarding Manager (COM) to Client Success Manager (CSM) after launch
• This position requires travel to attend sales conferences, events, training sessions and other travel as outlined by management.

IDEAL EXPERIENCE, EDUCATION & TRAINING:

• 2-3 years of experience in customer onboarding, or a combination of 2+ years in onboarding with additional experience in Implementation and/or Customer Success roles
• Candidate must display high energy, high passion level, determination, and perseverance
• Sales experience or experience with long sales-cycles is a plus, but not required
• Candidate must display comfort level with working with and committing to aggressive goals
• Professional phone presence and excellent communication skills are required, both written and verbal
• Ability to work independently and as part of a team
• Able to work in fast-paced, self-directed entrepreneurial environment
• Excellent time management skills
• Strong Decision-making, problem resolution, and creative thinking skills
• Able to multi-task the activities with shifting priorities
• 2+ years of CRM (Salesforce.com) experience
• Experience with Microsoft Office suite of products
• Successful candidates will demonstrate regular and predictive attendance as a fundamental aspect of their commitment to the role and our team
• Bachelor’s degree in business administration or a related field is preferred
• Project Management certification or training is a plus

METRICS THAT MATTER:

• Supplier List Management
• Communication Management
• Implementation and Documentation of Change Management Best Practices
• Conversion Percentage of Managed Campaigns
• Client Feedback Training and Management
• Reporting Accuracy and Presentation
• Client Interaction Survey Scores

We offer a competitive compensation package along with comprehensive benefits, including health, dental, and vision insurance, a 401(k) plan, and paid time off.

Avetta is an equal opportunity employer and values diversity. We encourage individuals from all backgrounds and experiences to apply.

SMB Implementation Specialist

Canopy, South Jordan

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. 

Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place 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!

What  you’ll do:

• Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts.
• Provide world-class onboarding and training experiences in the form of feature-specific training calls, screen shares, and email communications that help customers achieve value from our software right out of the gate.
• Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients.
• Proactively reach out to users during implementation to encourage adoption of the software by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM’s).
• Provide a comprehensive introduction to a customer’s assigned CSM (when applicable) and facilitate a hand-off post-implementation to ensure the client feels supported moving on from the onboarding experience.
• Be a product & industry expert at all times by staying on top of product development, competition, and industry benchmarks & happenings. 
• Work with other teams within Canopy to ensure data/file migration success.
• Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live & engaged on your calls.
• Thoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc. from the onboarding POC.
• Project-manage your action and advocacy items to completion, share ideas for operational improvements, and use seasonal ‘downtime’ to execute on said initiatives or hone and develop your technical support skills.
• Go above and beyond to serve our customers and your team, provide a world-class customer experience, and be a shining, standard-setting example of what it means to be a “Canopian.” 

The skills you’ll need:

• 1-2+ years of Implementation experience
• 1-2+ years of SaaS industry experience
• Ownership. Craving responsibility and accountability to the role's above description
• Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must
• Be a self-starter with the ability to drive your own productivity
• Keep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environment
• Excellent written and verbal communication skills in the English language

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

Bonus Points If You Have: 

• Amazing MS Excel skills

Why You Want to Work Here:

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

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.

💰 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 - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.

☕ 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:

We know 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.

Breeze is hiring- join us!

The Materials Aircraft On Ground (AOG) Coordinator reports to the Materials Manager and is responsible for the sourcing and coordinating logistics of critical parts requirements to minimize aircraft unscheduled ground time.  This entails sourcing aircraft parts, transfer of parts, initiating purchase orders and borrow agreements, exchange orders, expediting existing orders.

Here's what you'll do

• Procure and ensure timely delivery of materials to meet AOG requirements in order to avoid the negative operational and fiscal impact from delays or cancellations resulting from parts
• Oversee all material requirements during AOG situations
• Coordinate MEL, CDL, and NEF materials requirements with Maintenance Operations Control (MOC) to ensure parts are available to support maintenance schedule
• Follow up to ensure supplier and delivery commitments are met
• Coordinate and expedite transfer of parts
• Expedite open purchase orders
• Coordinate the acquisition of loaner parts from other airlines
• Create borrow and rental orders
• Review billing for accuracy
• Track and control all loaned and borrowed parts
• Ensure all borrowed parts are returned to the appropriate provider as required
• Minimize borrowing events and the duration of each event to control cost
• Supervise the movement of parts via the domestic and international transportation network
• Ensure the most effective shipping strategies are in place to expedite the delivery of parts and lower the cost of transportation and increase efficiency of transfers within Materials
• Serve as liaison between Maintenance Operations Control, Planning, Maintenance, Purchasing, and Repair/Warranty teams
• Participate in the daily Operations meetings to communicate status of requested materials
• Provide all required departments with current status of open requisitions and purchase orders
• Review all purchase requisitions for content, accuracy, interchangeability, and the level of urgency
• Monitor current stock levels and usages, to determine the necessity of requests
• Coordinate and communicate with Materials Receiving on receipt of purchase orders; resolve any discrepancies with vendors on quantity, pricing, or documentation
• Evaluate purchases to ensure compliance with all Federal Regulations and Breeze policies regarding quality, documentation, and traceability
• Seek out and evaluate new sources of supply vendors to achieve cost reduction goals without impacting quality and delivery
• Identify opportunities for cost savings and service improvements
• Perform any other duties as required or directed by the Materials Manager
• Ensure productivity, safety, and quality goals are achieved through a process of continuous process improvement
• Assist in the recruiting, selecting, orienting, and training of Team Members
• Achieve performance measures and adhere to established standards in conjunction with Breeze Aviation Group Values of Safety, Kindness, Integrity, Ingenuity, and Excellence

Here's what you'll need to be successful

Minimum Qualifications

• 3+ years of experience in airline/aviation materials handling or procurement
• 2+ years of purchasing experience and/or inventory planning and logistics
• General understanding of FAA regulations, including FAR part 121 operations
• Must be able to pass a ten-year background check and obtain an airport security badge
• Must possess a valid state-issued driver’s license and have an acceptable driving record
• High-performance orientation, ability to work well under pressure, prioritize projects, meet deadlines, and maintain flexibility
• Strong attention to detail, organization, and time management skills
• Self-starter must have a positive attitude and strong desire for success
• Complete projects on time with minimal supervision, ability to work varied hours when necessary to meet deadlines

Preferred Qualifications

• 4-year degree
• Previous supervisory or lead experience
• Previous experience with sourcing and managing materials for AOG events
• Purchasing and supply management professional certification
• TRAX experience

Skills/Talents

• Strong computer skills including familiarity with Excel
• Ability to lead a team during a shift to ensure all duties and tasks are being accomplished
• Must be a self-starter
• Strong negotiation skills
• Excellent communication skills, both verbal and written
• Must be able to work independently and in a team environment
• Ability to perform effectively in a virtual environment with minimal supervision
• Must have the ability to work with a wide variety of personalities and levels of personnel within and outside the company
• Must possess the ability to handle difficult situations whilst maintaining a calm demeanor
• Must be willing to operate in a 24/7 environment
• Exemplifies Breeze’s safety culture, values, and mission

Perks of the Job

• Health, Vision and Dental
• Health Savings Account with Breeze Employee Match
• 401K with Breeze Employee Match
• PTO
• Travel on Breeze and other Airlines too!

About the Role

Podium is looking for a Performance Marketing Manager to own and scale its digital advertising program (including Meta, Google) for vertical SMB audiences.This person will help us deliver on performance targets for established campaigns on Meta and Google, as well as prove out new channels, taking ownership of budget, creative strategy, CRO, audience testing, bidding, and full-funnel performance. This is a high-visibility, building role perfect for a performance marketing expert who is motivated to take ownership of a nascent paid, social-led program and build it into a highly performant, cost-effective growth lever for Podium. Someone who thrives in this role moves at high velocity, operates with extreme ownership, and is adept at getting things done autonomously. This person brings analytical rigor and methodical thinking to strategy and execution. They are just as comfortable in the weeds hands-on-keyboard, going account by account with sales to troubleshoot lead quality issues or stalled deals, as they are building and communicating strategy and a roadmap.

What you'll be doing

• Own performance end-to-end. Drive pipeline and revenue against vertical SMB targets across Meta and Google (branded). You own the budget, the strategy, and the number.
• Build, don’t maintain. Stand up evergreen programs from a nascent starting point and prove out new verticals, audiences, and channels through structured pilots.
• Lead creative strategy and execution. Concept, brief, and actively create or edit ad creative (CapCut, AI tools, UGC, testimonials) to maintain high creative velocity. Run a structured testing framework across hooks, formats, messaging, and audiences.
• Optimize the full funnel. Continuously tune bidding, targeting, landing pages, and CRO. Diagnose conversion at every stage from lead to MQL to pipeline to revenue.
• Get in the weeds with sales. Work account by account to troubleshoot lead quality, unblock stalled deals, and creatively solution around where the program needs a push.
• Bring analytical rigor. Build your own dashboards and pivot tables. Distill complex performance data into clear, executive-ready narratives for leadership and finance stakeholders.
• Document and scale what works. Turn one-off wins into repeatable plays. Write things down. Share learnings broadly.

What you should have

• 4–7+ years of performance/growth marketing experience, with at least 3 years directly managing paid social campaigns hands-on-keyboard (Meta required; LinkedIn, TikTok, Reddit, YouTube a plus)
• B2B experience strongly preferred. You understand the nuances of pipeline, MQL→SQL conversion, sales-led close motions, and multi-touch attribution
• Track record of building paid social programs from the ground up, not just optimizing mature ones
• Expertise in the mechanics of media buying: targeting, creative launches, ad operations, testing structures, incrementality, and campaign diagnostics
• Highly proficient in analytics tools (Looker, Tableau, Excel/Sheets; SQL a plus). You build your own pivots and dashboards to find insights, not wait for them
• Strong creative instincts. You can brief creative, edit creative, and recognize what will perform before it runs
• Excellent communicator who can distill complex data into strategic insights for executive and finance stakeholders
• Bias toward action. You’d rather ship a v1 test today than perfect a brief for two weeks
• Comfortable getting in the weeds with sales: troubleshooting accounts, working leads, and helping close deals where the program needs a push
• Hands-on experience implementing and troubleshooting MarTech tracking (pixels, server-side tracking, GTM, conversion APIs) is a strong plus

ABOUT THIS ROLE 

We seek a detail-oriented and experienced Accounts Receivable (AR) Collections Clerk to manage invoicing, payment processing, and customer account reconciliation. This role is responsible for ensuring accurate and timely recording of financial transactions, resolving billing discrepancies, and maintaining communication with customers, including big-box retailers, through multiple portals. The ideal candidate has a strong understanding of accounting principles, proficiency in ERP systems (such as JDE), and excellent customer service and negotiation skills.

ROLE RESPONSIBILITIES

• Process accounts and incoming payments in compliance with financial policies and procedures
• Perform day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables’ data
• Prepare customer bills and credit memos
• Manage payment receipts, including checks, credit card, and electronic fund transfers
• Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted.
• Verify discrepancies by and resolve clients’ billing issues
• Facilitate payment of invoices due by sending bill reminders
• Contact customer by telephone, email and customer portals to determine and resolve billing issues
• Knowledge of big box retailers and maintaining communication on multiple customer portals
• Generate financial statements and reports detailing accounts receivable status

OUR IDEAL CANDIDATE

• Proven working experience as an Accounts Receivable Clerk, Accounts Receivable Manager or accountant
• Solid understanding of basic accounting principles, fair credit practices and collection regulations
• Proven ability to calculate, post and manage accounting figures and financial records
• Data entry skills along with a knack for numbers
• Hands-on experience in operating spreadsheets and accounting software (JDE or other full-scale ERP software)
• Proficiency in English and in MS Office
• Customer service orientation and negotiation skills
• High degree of accuracy and attention to detail

Make your impact within a rapidly growing Fintech Company

We are seeking a seasoned AI Automation Manager to spearhead our initiatives within a rapidly growing Fintech company. In this pivotal role, you will lead our transition from traditional RPA to a comprehensive AI-driven automation ecosystem, overseeing the end-to-end development of both RPA solutions and AI agents designed to automate complex manual processes.

As a dynamic engineering leader within our Business Technology team, you will report to the Head of Business Technology Engineering and collaborate with leadership to elevate our existing practices. Your mission is to establish a framework that democratizes automation and AI across all business functions, driving significant ROI and operational efficiency.

Key Responsibilities:

• Team Leadership: Manage a team of engineers and analysts to implement automation and AI projects, ensuring every initiative delivers measurable business value.
• AI Agent Development: Lead the design, development, and deployment of AI agents and RPA solutions that align with organizational goals.
• Process Optimization: Conduct end-to-end process reviews to identify pain points and opportunities for simplification, standardization, and AI-driven innovation.
• Strategic Collaboration: Partner with business units to identify automation opportunities, prioritizing projects based on ROI and their potential to integrate with existing systems like Salesforce and NetSuite.
• Governance & Testing: Establish a comprehensive testing framework and ensure all deliverables align with governance, change management, and industry best practices.
• Solution Design: Recommend improvements including business process changes, system configurations, and the deployment of autonomous agents to address upstream and downstream impacts.

We’d love to chat if you have:

• Bachelor’s degree in Computer Science, Information Systems, or related field
• 8+ years of progressive experience in automation delivery, with 2+ years specifically in Automation Anywhere RPA platform
• AI Expertise: Proven experience building and deploying AI agents to automate manual processes, complemented by a working knowledge of Generative AI and prompt engineering.
• Operational Rigor: Demonstrated ability to maintain strong operational rigor in a fast-paced environment, including managing production support, monitoring bot/agent performance, and maintaining strict adherence to SDLC and security standards.
• Technical Stack: Strong understanding of technology stacks including Salesforce, NetSuite, and related business applications.
• Project Management: Demonstrated experience using Agile frameworks and change management to drive complex projects to completion.
• Analytical Depth: Strong business and process analysis skills with an analytical mindset capable of solving complex problems through innovative optimizations.
• Communication: Excellent interpersonal skills with the ability to articulate and quantify the business value of AI and automation to stakeholders at all levels.
• Experience in the Fintech industry is preferred

Make your impact within a rapidly growing Fintech Company

We are looking for an experienced Email Marketing Manager to join our team. The ideal candidate will have a proven track record of building successful email marketing programs (via email nurturing and email campaigns), working collaboratively with other teams to develop effective strategies, and executing campaigns flawlessly. As an Email Marketing Manager, you will be responsible for creating visually appealing emails that are engaging and tailored to our target audience. You will play a role in working with our AI tools and our creative team to develop compelling emails and email templates. You will also work closely with the analytics team to help measure the effectiveness of our campaigns. If you are a data-driven individual who is passionate about delivering impactful email campaigns, we would love to hear from you.

We’d love to chat if you have experience with the following:

• Strategy & Roadmap
• Co-develop email/lifecycle marketing strategy with cross-functional marketing teams to ensure messaging, tone, and timing are aligned across all channels.
• Develop automated, trigger-based journeys to prospect throughout early top and middle funnel lifecycle stages.
  
  
• Execution & Optimization
• Own key lifecycle growth targets and be directly accountable for delivering measurable impact on these metrics.
• Build and deploy campaigns using Inflection.io (experience with Marketo, HubSpot, Braze, Customer.io or similar tools welcome).
• Coordinate segmentation, dynamic content, and personalization for maximum relevance.
• Design, test, and optimize A/B and multivariate experiments to improve open, click, and conversion rates.
• Demonstrated advanced proficiency in leveraging AI tools and automation to design, execute, and optimize marketing campaigns.
• Ensure compliance with email best practices and regulations (CAN-SPAM, GDPR, etc.).
  
  
• Analytics & Reporting
• Track and report KPIs across lifecycle programs
• Partner with analytics, GTM Ops, Analytics and marketing managers to develop dashboards and actionable insights.
• Use data to iterate and scale high-performing programs.
  
  
• Cross-Functional Collaboration
• Work in lockstep with GTM/Growth Marketing teams to plan and execute messaging strategies
• Partner with GTM Ops to integrate data flows, improve targeting, and measure impact.
  
  
• Asset & Process Management
• Maintain an organized inventory of email assets, templates, and automation flows.
• Document and standardize processes for consistent execution.

Qualifications

• 4+ years of email or lifecycle marketing experience in B2B SaaS or similar environment.
• Deep expertise with marketing automation platforms (Inflection.io, Marketo, HubSpot, Braze, Customer.io or comparable tools).
• Proven track record of building and scaling automated, personalized lifecycle programs that drive measurable outcomes.
• Strong segmentation, testing, and analytics skills with ability to translate insights into action.
• Working knowledge of HTML/CSS for email template editing is a plus.
• Familiarity with CRM systems (Salesforce or similar) and integrating email with customer data platforms.
• Excellent project management and cross-functional collaboration skills.
• Solid understanding of email compliance (CAN-SPAM, GDPR, etc.).

Make your impact within a rapidly growing Fintech Company

BILL is hiring a seasoned Product Manager to lead our mid-market expansion. You will shape the end-to-end product experience for growing companies and accounting firms across cash flow intelligence, expense allocation, multi-entity management, and a unified AP and spend experience. Your work turns complex, multi-entity financial operations into simple, scalable workflows that help controllers and CFOs move faster with confidence, powered by AI.

In this role, you will set a multi-year vision, drive zero-to-one capabilities, and lead cross-functional teams from discovery through scaled delivery. You will turn customer research and product data into a focused roadmap, balancing sophistication with the usability BILL is known for. Success looks like step-change adoption, retention, and revenue impact in mid-market, anchored by AI-native experiences that deliver real insight and automation where it matters most.

Responsibilities:

• Drive the multi-year vision and strategy for mid-market workflows spanning AP, spend, cash flow insights, and multi-entity.
• Develop frameworks to prioritize a broad surface area and sequence high-leverage investments.
• Lead discovery-to-delivery execution across engineering, design, data, finance, and go-to-market.
• Translate complex financial requirements into clear specs, crisp roadmaps, and measurable outcomes.
• Deliver zero-to-one capabilities such as multi-entity expense allocation and AI-powered forecasting and anomaly detection.
• Monitor adoption, activation, retention, and revenue to inform data-driven decisions and iteration.

We’d love to chat if you have:

• Depth in B2B financial workflows such as AP automation, expense management, or accounting software.
• Fluency in controllership operations including multi-entity, consolidated reporting, budgets, and vendor management.
• A track record of launching and scaling complex products and aligning diverse stakeholders.

Desired Qualifications:

• Experience embedding AI into product workflows and clear judgment on where it drives real user value.
• Strength in framework-driven prioritization and executive-ready product communication.
• Comfort operating in ambiguity and creating clarity across multi-quarter programs.

#LI

Make your impact within a rapidly growing Fintech Company

We are seeking an experienced Revenue Accounting Manager to join our revenue accounting team. This role is critical in ensuring accurate and compliant financial reporting related to our revenue streams. The ideal candidate will have a strong background in accounting principles, specifically ASC 606, experience with revenue accounting and accounts receivable, and a proven track record of managing complex reconciliations and processes.

This position requires extensive cross-functional partnership with teams across the organization, including Sales Operations, Sales, Business Development, Deal Desk, Customer Success, Legal, FP&A, Data/Analytics, Revenue Operations, Product, Engineering, Finance System, Treasury, and Operations, to ensure accurate reporting and drive process improvements.

• Contract Customer Billing

• Own end‑to‑end billing for a portfolio of contract and strategic partners, ensuring timely, accurate, and complete invoices in accordance with commercial terms and BILL policies.
• Review customer contracts, order forms, amendments, and pricing schedules to determine appropriate billing cadence, milestones, and one‑time vs recurring fees.
• Partner with Sales Ops, Business Development, engineering, finance system, and Legal to ensure contract structures and billing mechanics align with revenue recognition and AR requirements.
• Partner with Sales Ops, Customer Success and deal desk teams to address customer requests. 

• Collections & Receivables Management

• Manage A/R aging, lead collection efforts on past‑due balances, and reduce DSO and write‑offs while maintaining a strong customer experience.
• Collaborate with Customer Success, and Sales to resolve short‑pays, disputes, and unapplied cash, including recommending payment plans or settlements within policy.
• Manage allowance and bad debt assessments for higher‑risk accounts, ensuring supporting documentation is complete and audit‑ready.

• Accounts Receivable & Revenue Reconciliations

• Review monthly and quarterly reconciliations for AR, unbilled revenue, deferred revenue, contract assets/liabilities, and other revenue‑related accounts, resolving variances independently as a senior revenue accountant level.
• Build and maintain roll‑forward schedules and supporting analyses that connect operational drivers (volumes, rates, tiers) to GAAP balances and period‑over‑period movements.
• Design and improve reconciliation processes and controls to support SOX compliance, scalability, and automation.
• Propose process improvements to reduce time spent on complex manual processes

• Revenue Reporting & Cross‑Functional Analytics

• Partner with FP&A, Data/Analytics, Revenue Operations, and Product to design, modify, and maintain revenue and billing reports that support forecasting, performance metrics, and investor/management reporting.
• Investigate discrepancies in reported counts, rates, or amounts (e.g., usage, volume tiers, revenue share), and resolve issues with internal and external stakeholders.
• Provide revenue and AR insights (trends by product, partner, segment, and cohort) and act as a thought partner to stakeholders, translating complex accounting into clear, decision‑ready narratives.
• Partner with Finance transformation team to design and perform UATs for new products or existing products reporting enhancements. 

• Close & Compliance

• Independently own recurring month‑end and quarter‑end close tasks for assigned revenue and AR areas, including preparation and review of complex journal entries, reconciliations, and analyses.
• Propose and prepare one‑time/non‑recurring journal entries for complex issues (e.g., contract amendments, corrections, new products, manual true‑ups) with minimal guidance.
• Ensure processes and workpapers are fully SOX‑compliant, operate controls as designed, and identify control or process gaps with proposed remediation plans.
• Support internal and external audits, including providing reconciliations, documentation, and process walkthroughs for revenue and AR areas.
• Support monthly and quarterly financial statements reporting flux analysis and ad hoc analysis

We’d love to chat if you have:

• Bachelor's degree in accounting or finance. CPA or equivalent is preferred.
• Minimum of 5 years of experience in accounting
• Strong knowledge of GAAP, especially related toASC606.
• Excellent analytical, problem-solving, and decision-making skills
• Effective communication skills, both written and verbal, with the ability to interact with senior management and cross-functional teams
• Track record of building out new processes.
• Experience with NetSuite is a plus
• Proficient with Excel and experience with data analytical tools such as Tableau or Alteryx is a plus
• Must be a self-starter and deadline-driven to work in a fast-paced environment within tight deadlines
• Have the ability to think outside the box, work independently with general supervision, be a team player, and willing to contribute beyond the defined role to meet business needs as circumstances require

Visa Sponsorship:  Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

Make your impact within a rapidly growing Fintech Company

The Risk Product team within Payments & Financial Services is dedicated to safeguarding BILL’s ecosystem, enabling innovative and trustworthy payment solutions for customers, and driving business growth in a dynamic regulatory landscape. As Lead Product Manager on the team you will leverage your expertise to shape the future of risk management including credit, fraud, and compliance products, partnering closely with cross-functional teams to design, launch, and optimize impactful solutions. This role offers the opportunity to drive key initiatives, influence organizational strategy, and ensure our products not only meet—but set—industry standards for security, reliability, and compliance.

Responsibilities:

• Define product vision and strategy for risk management capabilities across life cycle flows in payment and financial service offerings
• Lead cross-functional teams in designing and launching features that proactively address emerging risks and evolving requirements
• Analyze market, regulatory, and internal data to identify patterns, opportunities, and vulnerabilities, transforming insights into product enhancements
• Collaborate closely with engineering, risk business owners, operations, customer experience, legal, and external partners to deliver high-quality solutions on time and within scope
• Develop and manage product roadmaps, ensuring alignment with business goals and stakeholder needs
• Monitor product performance, implement metrics, and iterate solutions based on user feedback and operational results
• Champion a culture of continuous improvement and knowledge-sharing across teams to elevate BILL’s risk and compliance practices

We’d love to chat if you have:

• 6+ Years of demonstrated experience in product management, particularly driving complex fraud, credit, and compliance initiatives in payments or financial services
• 6+ years of proven track record of launching Risk controls across the lifecycle onboarding, monitoring, identity, and profile management to support business unit goals across credit, fraud, and compliance.
• Strong analytical and problem-solving skills; ability to leverage data and exercise sound judgment to inform decisions and resolve ambiguity
• Excellent stakeholder management and communication skills, with a track record of effective cross-functional collaboration
• Ability to translate business objectives and user needs into actionable product plans, managing competing priorities in a fast-paced environment

#LI

Visa Sponsorship:  Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

Make your impact within a rapidly growing Fintech Company

The Product Management – Growth team at BILL builds the experiences and platforms that power how our customers adopt, expand, and realize value from our solutions. As the Senior Lead Product Manager, Billing, you will own the vision, strategy, and execution for BILL’s billing platform and capabilities, ensuring they are robust, flexible, and tightly aligned to our growth and monetization objectives. This is a high-impact expert individual contributor role where you’ll partner closely with Engineering, Finance, GTM, and Operations to shape how BILL prices, packages, and bills customers at scale. You’ll translate complex business needs into simple, reliable billing experiences that unlock revenue growth and make it easier for customers to do business with BILL.

Responsibilities:

• Own and articulate the product vision, strategy, and roadmap for BILL’s billing platform and core billing capabilities, aligned to company growth and monetization priorities.
• Lead end-to-end delivery of billing features and platform enhancements using both bespoke and third-party capabilities—from problem discovery and requirements definition through launch, migration, and ongoing optimization.
• Partner with Engineering and Architecture to design scalable, resilient billing systems and data models that support diverse pricing, packaging, discounts, and invoicing scenarios.
• Collaborate with Finance, Accounting, RevOps, and GTM to ensure billing changes are operationally sound, compliant, and accurately reflected across downstream systems and processes.
• Use data and customer insights to define success metrics, diagnose issues (e.g., revenue leakage, billing disputes), and prioritize improvements that drive revenue, reliability, and customer trust.
• Champion a growth mindset by running structured experiments (e.g., billing experiences, plan constructs, self-serve changes) and translating learnings into scalable product decisions.
• Mentor other product managers and cross-functional partners on best practices in platform thinking, experimentation, and billing domain expertise, raising the bar for the broader team.

We’d love to chat if you have:

• Demonstrated experience owning a complex platform area (ideally billing, payments, pricing, or monetization) as a senior/expert IC product manager.
• Strong technical acumen, with the ability to work closely with engineers on systems design, data models, APIs, and integrations across internal and third-party platforms.
• Proven ability to influence senior stakeholders across Finance, Accounting, GTM, and Operations, balancing customer experience, risk, and business outcomes.
• A data-driven approach to decision-making, including definingKPIs, analyzing product performance, running experiments, and translating insights into clear product bets.
• Exceptional communication and storytelling skills, with a track record of aligning cross-functional teams around a roadmap and driving execution in an ambiguous, fast-paced environment.

Visa Sponsorship:  Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

#LI

Make your impact within a rapidly growing Fintech Company

Reporting to the Senior Manager of Creative Operations, a Staff Creative Project Manager at BILL plays a key role in the Marketing Creative Studio, responsible for the overall efficiency and effectiveness of project work streams and empowering creatives to efficiently deliver high-bar, impactful creative for marketing content, campaigns, collateral, email marketing, events, videos, swag, and more. The proactively roadmap, efficiently intake and route creative requests, and manage day-to-day workflows throughout creative development, creative QA, approvals, delivery, and measurement. 

A Staff Creative Project Manager analyzes ongoing work methods and their team and stakeholder team’s strategic goals to propose and drive programs which reduce operational redundancies and drive business objectives, proposing and developing fresh approaches to operations which ensure creatives reliably deliver high-bar creative within budget, timing, and resourcing constraints. They contribute to, interpret, and plan against strategic creative briefs for complex and large projects; seek and share necessary information from stakeholders and partner teams; define roles and sequencing, and determine best processes for achieving results. 

A Staff Creative Project Manager actively networks and conducts share-outs which help other teams understand how creative and creative operations contribute to strategic business goals. They collaborate closely with team leads across marketing, acting as operational thought leaders who drive a culture of excellence and growth, including identifying conflict and fostering resolution, and mentoring both peers and junior members of the team.

Key responsibilities include:

• Act autonomously as an operations lead throughout fast-paced creative partnerships, initiatives, and workflows, including intake, resourcing, scoping, traffic, reviews, and reporting.
• Partner with cross-functional teams to customize and utilize internal tools required for asset and project management.
• Strategically iterate standardized project timelines, tasks, DACIs, and measurement strategies; and contribute to creative brief by recommending optimal work methods, teams, milestones, and timelines. 
• Succinctly and professionally run meetings and present work, logic, and feedback openly to senior leadership and stakeholders across Marketing and other BILL organizations, explaining changing priorities and using compelling arguments to convey conclusions and ideas. Ask clarifying questions, interpret feedback for others, and propose solutions to address efficiency. 
• Establish mechanisms to actively maintain relationships with cross-functional teams to better understand their collaboration needs, concerns, and roadmaps. Actively and regularly share creative team planning, goals, and roadmaps, with regular stakeholders and partners. 
• Identify conflict, lead steps and dialog to resolve, and incorporate learnings into processes to mitigate future conflict.
• Communicate project status with stakeholders regularly. Anticipate, flag, and propose solutions to avoid bottlenecks, resolve roadblocks, strategically escalate when necessary, anticipate and make tradeoffs, and balance business needs versus technical and creative constraints.
• Drive programs which ensure a stable vendor program to meet resourcing needs, and ensure proper vendor compliance (including NDAs, SOWs, etc.).
• Drive collaboration with creative partners to set program/team-level priorities, goals, and recurring processes.
• Manage and strategically iterate project management approaches, and continually elevate personal PM bar and output. Actively identify areas for improvement across the team’s output, and develop tools to bring the team's body of work up to high-bar.
• Actively manage personal career development, including defining and tracking quarterly goals, and seeking feedback around job expectations, performance, and promotion cadence.  Independently identify “stretch” opportunities and initiate engagement and planning.

We’d love to chat if you have:

• 8+ years of related experience working with in-house creative agencies
• Experience optimizing how creative teams work in project management software like Asana and design tools like Figma 
• Success in determining new working methods for obtaining impactful creative
• Excellent communication and presentation skills, with the ability to articulate complex ideas and influence key stakeholders
• Proven track record of managing multiple projects simultaneously, prioritizing effectively, and delivering results in a fast-paced environment
• Strong leadership skills, with the ability to inspire and motivate cross-functional teams to achieve common goals
• Built dashboards that help measure creative team efficiency and determine opportunities for acceleration

Visa Sponsorship:  Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

Make your impact within a rapidly growing Fintech Company

We are looking for a Go To Market Enablement Post-Sales Methodology & Coaching Manager to join our team. The Post-Sales Field Coach will be responsible for designing and delivering programming, content, and training that enables our Customer Success floor to effectively sell, drive adoption, and retain clients. 

Responsibilities:

• Coaches Revenue team members on our core Revenue Methodologies and best practices for effective customer retention techniques; utilizes conversational analytics tools to uncover trends in customer conversations and partners with Revenue Managers to refine our conversations with customers
• Facilitates engaging training sessions in a live, hybrid, or remote environment
• Designs and delivers impactful learning programs focused on core customer success skills that scale to a large audience.
• Collaborates with cross-functional partners such as Marketing, Strategy, and Revenue Operations to ensure all training materials reflect the latest post-sales initiatives; provides proactive recommendations on new customer marketing materials or competitive intel materials required for the Revenue team.
• Partners with peers, such as the Sr. Sales Enablement Manager - Product Pillars and the Sr. Sales Enablement Manager - Tools & Systems Pillar, to develop and maintain content within Seismic and company newsletter.
• Evaluates the impact of their enablement programs using the Kirkpatrick Model and proactively identifies areas for improvement.
• Creates eLearning material in Articulate 360 and Docebo LMS
• Solicits ongoing feedback from cross-functional partners and revenue teams in order to drive improvements to Enablement programs and internal processes
• Support various Enablement department projects such as Revenue Kickoff, and other Revenue-wide initiatives.

Skills:

• Relationship builder; collaborates effectively with cross-functional teams
• Agile and flexible; able to pivot quickly and adapt to changing environments
• Excellent written and verbal communication skills: public speaking, classroom facilitation, storytelling, process documentation, translating technical concepts to non-technical audiences, skillfully using web conference technology and internal messaging tools
• Ability to prioritize competing requests from multiple stakeholders to maximize business impact
• 1:1 and small group customer success coaching
• Certified in one or more sales methodologies
• Strong project management and organizational skills
• Knowledge of Financial Technology software, major players in the market, and how financial technology improves business operations 
• Demonstrated ability to design creative and effective customer success collateral, including: presentations, one-pagers, infographics, LMS courses, asynchronous video, etc. 
• Revenue tool administration: Gainsight, Gong, Articulate, Seismic, Docebo, Outreach, LinkedIn Sales Navigator
• Preferred: prior closing experience in a Sales or Customer Success role 

Technology used: Articulate/Rise 360, Asana, Canva, Confluence/Wiki, Docebo, Gong, Google Suite, Outreach, Salesforce, Seismic, Slack, Zoom 

Experience:

The ideal candidate has a combination of the experience below:

• 2+ years of experience in Enablement, Learning & Development, or Sales/Post-Sales Coaching within the Financial Technology industry or related industry
• 2+ years in B2B Sales (Customer Success or similar closing role)

Make your impact within a rapidly growing Fintech Company

We are looking for a Go To Market Enablement Sales Methodology & Coaching Manager to join our team. The Sales Field Coach will be responsible for designing and delivering programming, content, and training that enables our Sales floor to effectively sell, drive adoption, and retain clients. 

Responsibilities:

• Coaches Revenue team members on our Sales Methodology and best practices for effective sales techniques; utilizes conversational analytics tools to uncover trends in customer conversations and partners with Revenue Managers to refine our conversations with customers
• Facilitates engaging training sessions in a live, hybrid, or remote environment
• Designs and delivers impactful learning programs focused on core sales skills that scale to a large audience.
• Collaborates with cross-functional partners such as Marketing, Strategy, and Revenue Operations to ensure all training materials reflect the latest sales initiatives; provides proactive recommendations on new customer marketing materials or competitive intel materials required for the Revenue team.
• Partners with peers, such as the Sr. Sales Enablement Manager - Product Pillars and the Sr. Sales Enablement Manager - Tools & Systems Pillar, to develop and maintain content within Seismic and company newsletter.
• Evaluates the impact of their enablement programs using the Kirkpatrick Model and proactively identifies areas for improvement.
• Creates eLearning material in Articulate 360 and Docebo LMS
• Solicits ongoing feedback from cross-functional partners and revenue teams in order to drive improvements to Enablement programs and internal processes
• Support various Enablement department projects such as Revenue Kickoff, and other Revenue-wide initiatives.

We’d love to chat if you are:

• Relationship builder; collaborates effectively with cross-functional teams
• Agile and flexible; able to pivot quickly and adapt to changing environments
• Excellent written and verbal communication skills: public speaking, classroom facilitation, storytelling, process documentation, translating technical concepts to non-technical audiences, skillfully using web conference technology and internal messaging tools
• Ability to prioritize competing requests from multiple stakeholders to maximize business impact
• 1:1 and small group sales coaching
• Certified in one or more sales methodologies
• Strong project management and organizational skills
• Knowledge of Financial Technology software, major players in the market, and how financial technology improves business operations 
• Demonstrated ability to design creative and effective Sales collateral, including: presentations, one-pagers, infographics, LMS courses, asynchronous video, etc. 
• Sales tool administration: Gong, Articulate, Seismic, Docebo, Outreach, LinkedIn Sales Navigator, Gainsight
• Preferred: prior closing experience in a Sales role 

Technologies used: Articulate / Rise 360, Asana, Canva, Confluence/Wiki, Docebo, Gong, Google Suite, Outreach, Salesforce, Seismic, Slack, Zoom 

Experience:

The ideal candidate has a combination of the experience below:

• 2+ years of experience in Enablement, Learning & Development, or Sales Coaching within the Financial Technology industry or related industry
• 2+ years in B2B Sales (Account Executive or similar closing role)

Make your impact within a rapidly growing Fintech Company

BILL.com’s Go-To-Market (GTM) Operations team is the connective tissue across Marketing, Product-Led Growth (PLG), and Sales — building the infrastructure, processes, and programs that enable scalable, data-driven growth. We're focused on creating frictionless user journeys, accelerating platform adoption, and delivering personalized experiences across the customer lifecycle.  

We are currently investing in strengthening our core operational backbone to ensure our data is accurate, our systems are integrated, and our campaigns are executed with precision.

We are looking for a Senior Marketing Operations Manager to serve as the architect and guardian of our marketing technology stack and processes. This person will work closely with GTM leadership to ensure efficient lead management, robust data governance, and seamless integration between our marketing automation platforms and CRM.

This is a critical role that blends technical expertise, strategic process design, and data analysis — ensuring that our marketing engine runs efficiently and that we can accurately measure the impact of our GTM initiatives.

Key Responsibilities

• MarTech Stack Management: Oversee the administration, integration, and optimization of the marketing technology stack (e.g., Marketing Automation, CDP, Direct Mail, etc.) to ensure scalability and performance.
• Lead Lifecycle Management: Own the end-to-end lead lifecycle, including scoring models, routing logic, and hand-offs between Marketing and Sales (SDR/AE) to ensure no lead is left behind.
• Data Integrity & Governance: Collaborate with Data Engineering and RevOps to maintain a clean, unified data ecosystem. Define and enforce data standards, enrichment processes, and compliance (GDPR/CCPA) rules.  
• Campaign Operations: Design and document standard operating procedures (SOPs) for campaign execution, ensuring consistent tracking, tagging, and attribution across all channels.
• Reporting & Analytics: Partner with the Analytics team to build and maintain dashboards that track campaign performance, pipeline attribution, and ROI, providing actionable insights to marketing stakeholders.
• Process Optimization: Proactively identify operational gaps, bottlenecks, and inefficiencies in our GTM motion and design scalable solutions to address them.
• Cross-Functional Alignment: Act as a primary liaison between Marketing, Sales Operations, and Business Systems to align on roadmap priorities and technical requirements.

We’d love to chat if you have:

Required Experience

• 5–7 years of experience in Marketing Operations, Revenue Operations, or a similar technical marketing role.
• Deep proficiency with Marketing Automation Platforms (Marketo, HubSpot, or Inflection.io) and CRM systems (Salesforce).
• Strong understanding of B2B marketing funnels, lead scoring models, and attribution methodologies.
• Experience managing data workflows, including list segmentation, data enrichment, and database hygiene.
• Ability to translate complex business requirements into technical specifications and process diagrams.  
• Experience working with CDPs (Segment, etc.) and data activation workflows is a strong plus.  

Preferred Qualifications

• Certification in major Marketing Automation Platforms (e.g., Marketo Certified Expert).
• Experience in a high-growth SaaS or Fintech environment.
• Proficiency with BI/Analytics tools (Looker, Tableau) and SQL basics.
• Familiarity with PLG motions and how they intersect with traditional inbound/outbound sales motions.

Make your impact within a rapidly growing Fintech Company

Join BILL as a Senior Product Manager on the Developer Ecosystem & Partner Platform team. We create the building blocks that let partners and developers extend BILL—reliable APIs, intuitive integration paths, and a cohesive end‑to‑end developer experience. In this highly technical, cross‑functional role, you’ll shape platform capabilities that enable direct developers, app publishers, and embedded partners to integrate, build, and scale with confidence.

You’ll collaborate closely with engineering and partner‑facing teams to deliver platform features that are easy to adopt and built for scale. Your work will power real customer use cases across BILL’s product surface area and accelerate ecosystem growth—so developers can spend less time on plumbing and more time creating value.

Responsibilities:

• Drive execution of core Developer Platform initiatives that enable efficient partner and developer integrations.

• Define, prioritize, and deliver a clear roadmap for APIs, integration workflows, and platform capabilities that support a growing ecosystem.

• Partner with engineering and adjacent BILL product teams to ship high‑quality, scalable platform features.

• Gather, synthesize, and translate feedback from developers, partners, and internal stakeholders into crisp product requirements and user stories.

• Elevate the end‑to‑end developer experience—APIs, documentation, onboarding, and integration tooling—in close collaboration with technical writers.

• Use data, instrumentation, and qualitative insights to measure outcomes and continuously iterate on platform usability and reliability.

We’d love to chat if you have:

• Product management experience building developer platforms, APIs, or partner ecosystems.

• Strong technical fluency and a history of working closely with engineers.

• A customer‑ and partner‑centric mindset with a passion for enabling others to succeed.

• Excellent communication skills and a track record of effective cross‑functional collaboration.

• Proven ability to deliver results in fast‑paced, ambiguous environments.

Desired Qualifications:

• Experience improving API developer experience (DX), documentation systems, and onboarding flows.

• Background working with embedded partners or third‑party app marketplaces.

Visa Sponsorship:  Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

#LI

Make your impact within a rapidly growing Fintech Company

This role is for a Sr. PMM on our Payments & Financial Services Product Marketing Team. This team is focused on BILL’s payments portfolio, including virtual credit and debit cards, streamlined remittance, and supplier solutions.

The Product Marketing team at BILL is the driving force behind bringing products to market and growing their impact on customers and the business. We represent the voice of the customer before, during, and after launch. Our role is to articulate product value in a way that resonates with customers, differentiates against the competition, and drives adoption, retention, and advocacy.

At BILL, Product Marketing partners closely with Product, Support, Sales, Customer Success, Brand, Growth, Creative, and Legal, making it a highly dynamic and influential function. As a Senior Product Marketing Manager, you will be responsible for shaping strategy and driving execution across the full go-to-market (GTM) lifecycle while supporting growth in key business metrics.

This role will focus on developing strategies and programs to drive acquisition and retention, partnering across Marketing, Product, Sales, and Customer Success. You will be the voice of the customer in roadmap discussions, create differentiated positioning and messaging, and orchestrate effective GTM launches. You’ll also lead core functions such as competitive analysis, market research, and customer advocacy. Success in this role will be measured by your ability to deliver against business metrics and influence cross-functional stakeholders.

Key Responsibilities:

• Drive go-to-market (GTM) strategies that deliver on business goals by solving customer problems and translating insights into executable plans.
• Quickly develop deep product expertise and understanding of customer workflows, partnering with Product to influence roadmap and feature development.
• Serve as a customer champion, turning insights about needs, journeys, and segments into messaging and programs that resonate.
• Lead audience segmentation, positioning, and messaging, creating compelling product narratives that guide all GTM efforts.
• Own GTM leadership, aligning cross-functional stakeholders, securing resources, and supporting effective launches.
• Manage end-to-end projects, ensuring alignment and execution across highly matrixed teams.
• Partner with Sales to deliver enablement content, tools, and processes that drive adoption, address competition, and support new capabilities.

We’d love to chat if you have:

• 8+ years of professional experience in Product Marketing (or closely related role), with direct experience at the Senior Product Marketing Manager level.
• Proven experience in B2B SaaS and/or fintech.
• A track record of successful product and feature launches, including developing positioning, messaging, and GTM strategy.
• Experience conducting market research, competitive analysis, and customer segmentation, and translating findings into actionable strategies.
• Strong strategic and analytical mindset, with the ability to work closely with market research and analytics teams.
• Demonstrated ability to work cross-functionally and influence without direct authority.
• Strong written and verbal communication skills, with experience developing sales enablement tools and presenting to leadership.
• Experience managing complex projects end-to-end in a highly matrixed environment.

Preferred Qualifications:

• Direct experience in payments or fintech.
• Ability to navigate ambiguity and adapt strategies in dynamic environments.
• Self-starter mindset with the ability to operate independently and proactively.
• Skilled in storytelling and presentation, with the ability to engage both internal and external audiences.
• Collaborative working style, with a proven ability to build alignment across Product, Sales, and Marketing.

This role is remote friendly for those currently living more than 45 miles from one of our office locations in San Jose, CA and Draper, Utah. If you do live near an office, this role requires in-office work (Mon, Tues, Thurs) at either our San Jose, CA or Draper, UT office. Candidates must be U.S. work authorized with no current or future sponsorship needs.

Who We're Looking For - Content Strategist

Supports content strategy execution across multiple brand partner properties by managing tactical content projects, coordinating with creative teams, and ensuring content meets SEO and conversion requirements. Works within established strategic frameworks to deliver high-quality content that drives performance.

The Impact You Will Make

Execution & Coordination

• Manage assigned SEO and PPC content projects across multiple properties from brief to completion
• Apply established messaging frameworks and content hierarchies to project work
• Create wireframe keys and build pages in the CMS for assigned projects based on strategic direction
  
• Coordinate with copywriters and designers to ensure content meets project requirements
  
• Work with DMMs to add and update brand partner offers on assigned properties
  
• Collaborate with UX teams on content updates and improvements
  
• Create content specifications and briefs based on the provided strategic direction
  
• Track project timelines and communicate status to stakeholders
  
• Proactively flag risks, blockers, or quality issues and escalate to Senior team members

Quality Assurance & Standards

• Ensure content follows SEO best practices, brand guidelines, and quality standards established by the team
  
• Review content from copywriters for adherence to briefs and requirements
  
• Conduct basic content audits and flag improvement opportunities
  
• Maintain content consistency across assigned properties
  
• Support multilingual or localized content projects as needed

Analysis & Optimization

• Monitor performance metrics for assigned pages and projects
  
• Identify underperforming content and recommend improvements
  
• Conduct competitor research and content gap analysis
  
• Support conversion optimization initiatives
  
• Contribute to larger audit initiatives led by Senior team members
  

Collaboration & Learning

• Participate in strategic planning discussions and provide input
  
• Support stakeholder presentations and discussions led by Senior team members
  
• Learn to translate technical requirements into creative direction
  
• Develop understanding of how content strategy impacts business outcomes
  
• Build knowledge of SEO, PPC, and conversion optimization principles
  
• Suggest ideas for new projects or improvements
  

What You Bring

• 2-4 years in content strategy, digital marketing, or related roles
• Understanding of SEO and PPC fundamentals
• Strong project management and coordination abilities
• Comfortable working cross-functionally with designers, developers, copywriters, and marketers
• An analytical mindset with the ability to interpret performance data
• Detail-oriented with strong organizational skills
• Ability to review content for quality and adherence to requirements
• Affiliate marketing, lead generation, or e-commerce experience is a plus

Key Differentiators

• Applies messaging frameworks and content systems created by Senior team members
• Creates wireframe keys based on the strategic direction from the Senior(s)
• Executes projects within established strategic frameworks and standards
• Manages standard projects and supports complex initiatives led by Seniors
• Flags risks and issues proactively, but escalates strategic decisions to Senior team members
• Participates in stakeholder discussions but relies on Senior guidance for advocacy
• Works with regular guidance and feedback from Senior team members
• Building expertise in strategic thinking, conversion optimization, and multi-property content management

Perks That Set Us Apart

• 🩺 Healthcare: We offer low-cost, competitive health coverage (domestic partners included!) with employer-paid counseling services.
• 💰 Invest in the Future: Enjoy 401(k) matching after just two months of employment, with employer matching starting at ~3%.
• 🧘‍♀️ Lifestyle Spending Stipends: Access an employer-paid spending account for physical, financial, and emotional wellbeing expenses.
• 🏝️ Flexible Time Off: We offer competitive time-off balances that accrue weekly, just like your paycheck. (Yes, we’re paid weekly too!)
• 👶🏻 Parental Leave: We provide 2 weeks of paid parental leave during the first year and up to 9 weeks after one year of employment.
• ✈️ Generous Paid Holidays: Celebrate cultural diversity with additional flex holidays in addition to our company paid holidays.
• 🧑‍💻 Flex Schedule: This is a hybrid role. Expect in-office collaboration on Tuesdays and Thursdays, with Wednesdays designated as a flex day based on team and manager needs. Remaining workdays are remote, depending on role requirements.
• 🛟 Comprehensive Life Insurance: Ensure peace of mind with coverage that extends beyond the workplace with employer paid life insurance (including coverage for dependents and spouses).
• 🤝 Employee Resource Groups (ERGs): Join us in fostering connections, celebrating diversity, and providing a supportive community for all.

At Clearlink, we go beyond the basics, ensuring your experience with us is not just professionally fulfilling but personally enriching too.

Interviewing at Clearlink

We know interviews can be stressful. Here are some stages you can expect from a typical interview with Clearlink. 

• Once your application is submitted, we will review it and be in touch
• 30-min phone call with the Recruiting Team
• 30-min - 1 hour interview with the Hiring Manager
• 30-min - 1 hour interview with a Clearlink Panel

Some interview processes can vary, depending on the role. Your recruiter will give you a role-specific interview process during your first phone call.

#LI-Hybrid
#LI-SW1

Who We're Looking For - Senior Data Engineer

As a Senior Data Engineer you will be responsible for developing software solutions that support the Data Platform, Analytics, and Digital Transformation initiatives at Clearlink through a multi-disciplinary approach including elements of Software Development, applied Data Science, and Big Data. Additionally, the Senior Data Engineer is responsible for developing and maintaining Big Data pipelines that provide enterprise access to company data and guides more junior team members.

The Impact You Will Make

• Adheres to Clearlink policies on ethics and integrity.
• Under minimal supervision, develops software applications in varied and challenging technical domains and takes ownership over multiple assigned projects on a technical level; programming specializations include real time streaming, Web-based user interfaces, data visualization, PCI security, cloud services, multi-media, Artificial Intelligence, and Machine Learning.
• Leverages Data Science tools and techniques to provide business insights from large, unstructured datasets.
• Assembles and analyzes large, complex datasets that meet business requirements.
• Builds the infrastructure required for extraction, transformation, and loading of data from a wide variety of data sources using relational, document, graph, and data lake technologies.
• Models problem domains in relational, document, and graph technologies as required.
• Creates data tools for analytics and data scientist team members.
• Works with architects/software development and UX teams to develop processes and applications.
• Creates, evaluates, and deploys machine learning models to provide real-time predictions to improve business processes.
• Creates programming modules and performs software development tasks (design, development, testing, maintenance) as part of a development team.
• Creates websites, web-based dashboards, and data visualizations that enhance the organization’s ability to understand data and make decisions.
• Builds analytics tools that interface to a data pipeline to provide actionable insights into key business performance metrics.
• Creates scripts, jobs, monitors, and interfaces to facilitate deployment and productization of applications and solutions.
• Implements internal process improvements, including automating manual processes, optimizing data delivery, and re-designing infrastructure for greater scalability.
• Creates functional and technical documentation including dashboard design specifications, operating manuals, release notes, and security requirements for reports created and maintained.
• Performs quality assurance testing of User Interfaces, Application interfaces, code and processes.
• Analyzes, troubleshoots, and solves development and production software

What You Bring

• MINIMUM Education Requirement: Master's degree in Computer Science, MIS, Information Systems, Engineering (any), or related field.
• MINIMUM Experience Requirement: Three (3) years of experience in Information Systems, Software Development, or related, not including internship and school assistant positions.
• ALTERNATE Education/Experience Requirement: Bachelor's degree in Computer Science, MIS, Information Systems, Engineering (any), related field, and five (5) years of experience in Information Systems, Software Development, or related, not including internship and school assistant positions.
• ALTERNATE Requirement: Seven (7) years of experience in Information Systems, Software Development, or related, not including internship and school assistant positions.
• Big Data, Machine Learning, AI, and Analytical Technologies.
• Enterprise and web-based software development and experience creating and deploying enterprise applications.
• Experience performing root cause analysis on internal and external data and processes to answer specific business questions and identify opportunities for improvement.
• Experience building and optimizing ‘big data’ data pipelines, architectures, and datasets.
• Experience with Object Oriented/Programmatic ETL/Data Integration Workflow Management Services
• Experience in fintech related work (managing and building out comprehensive finance kpis, financial data pipelines, applying financials to operational / transactional events and financial data sets)
• Experience in web development technologies including in one or more of the following: HTML, JavaScript, jQuery, or GraphQL
• SQL
• Experience in one or more web application platforms (e.g., Flask, ASP).
• Experience in Application development in one or more of the following: Python, R, C#, java, JavaScript, Golang.
• Solving problems using Analytical and Data Science methods: modeling, clustering, Machine Learning, AI, and others.
• Application and Data Security.
• Experience with cloud services: Data Lake, Enterprise Queues, Machine Learning, AI, DevOps, etc.
• Streaming Technologies.
• Experience with relational SQL, NoSQL, and Graph databases such as Neo4j, Document DB, and
  others.

Perks That Set Us Apart

• 🩺 Healthcare: We offer low-cost, competitive health coverage (domestic partners included!) with employer-paid counseling services.
• 💰 Invest in the Future: Enjoy 401(k) matching after just two months of employment, with employer matching starting at ~3%.
• 🧘‍♀️ Lifestyle Spending Stipends: Access an employer-paid spending account for physical, financial, and emotional wellbeing expenses.
• 🏝️ Flexible Time Off: We offer competitive time-off balances that accrue weekly, just like your paycheck. (Yes, we’re paid weekly too!)
• 👶🏻 Parental Leave: We provide 2 weeks of paid parental leave during the first year and up to 9 weeks after one year of employment.
• ✈️ Generous Paid Holidays: Celebrate cultural diversity with additional flex holidays in addition to our company paid holidays.
• 🧑‍💻 Flex Schedule: This is a hybrid role. Expect in-office collaboration on Tuesdays and Thursdays, with Wednesdays designated as a flex day based on team and manager needs. Remaining workdays are remote, depending on role requirements.
• 🛟 Comprehensive Life Insurance: Ensure peace of mind with coverage that extends beyond the workplace with employer paid life insurance (including coverage for dependents and spouses).
• 🤝 Employee Resource Groups (ERGs): Join us in fostering connections, celebrating diversity, and providing a supportive community for all.

At Clearlink, we go beyond the basics, ensuring your experience with us is not just professionally fulfilling but personally enriching too.

Interviewing at Clearlink

We know interviews can be stressful. Here are some stages you can expect from a typical interview with Clearlink. 

• Once your application is submitted, we will review it and be in touch
• 30-min phone call with the Recruiting Team
• 30-min - 1 hour interview with the Hiring Manager
• 30-min - 1 hour interview with a Clearlink Panel

Some interview processes can vary, depending on the role. Your recruiter will give you a role-specific interview process during your first phone call.

#LI-SW1
#LI-Hybrid

Who We're Looking For - SEO Specialist

The Impact You Will Make

• Develop and Execute SEO Strategies: Create and implement tailored, data-driven SEO strategies for on-page, off-page, and technical SEO to drive organic growth and improve search engine visibility.
• Perform In-Depth Analysis: Conduct comprehensive keyword research, competitive analysis, and website audits to uncover opportunities, address gaps, and create actionable plans for optimization.
• Collaborate Cross-Functionally: Work closely with copywriters, web developers, and designers to ensure SEO best practices are integrated across all web properties, enhancing user experience and engagement.
• Monitor and Report on Performance: Analyze SEO performance metrics, such as organic traffic, keyword rankings, and conversion rates, and provide regular reports with insights and recommendations for improvement.
• Stay Ahead of Industry Trends: Keep up-to-date with the latest SEO developments, search engine algorithm changes, and new tools or technologies to ensure our strategies remain cutting-edge.
• Manage External Relationships: Oversee relationships with external SEO partners, agencies, and consultants to supplement internal efforts and achieve strategic goals.
• Mentor Junior Team Members: Share your expertise with junior team members, fostering a culture of continuous learning and improvement within the SEO team.

What You Bring

• Experience: Minimum of 3 years of experience in SEO, with a proven track record of driving organic growth and improving search engine rankings. 
• Analytical Mindset: Proficient in data analysis, with the ability to translate complex data into actionable insights and strategies. 
• Communication Skills: Excellent verbal and written communication skills, with the ability to articulate complex SEO concepts to non-technical stakeholders. 
• Project Management: Strong organizational and project management skills, with the ability to handle multiple projects simultaneously and meet deadlines. 
• Industry Knowledge: Up-to-date knowledge of the latest SEO trends, search engine algorithms, and best practices. 

Technical Skills:

• Expertise with SEO tools such as Google Analytics 4, SEMrush, Ahrefs, Screaming Frog, AI tools (like Gemini, Claude, ChatGPT), and Google Looker. 
• Familiarity with project management and collaboration tools like Jira. 
• Experience with HTML, CSS, Python and/or JavaScript is a plus. 

Why Join Us?

• Data-Driven Insights: Leverage our commitment to data-driven decision-making to create impactful SEO strategies. 
• Customized Approach: Work in a team that values creativity and customization, tailoring solutions to unique business needs. 
• Collaborative Environment: Join a collaborative team where your insights and ideas can directly influence business success and growth. 
• Professional Development: Take advantage of opportunities for mentorship, continuous learning, and professional growth.

Perks That Set Us Apart

• 🩺 Healthcare: We offer low-cost, competitive health coverage (domestic partners included!) with employer-paid counseling services.
• 💰 Invest in the Future: Enjoy 401(k) matching after just two months of employment, with employer matching starting at ~3%.
• 🧘‍♀️ Lifestyle Spending Stipends: Access an employer-paid spending account for physical, financial, and emotional wellbeing expenses.
• 🏝️ Flexible Time Off: We offer competitive time-off balances that accrue weekly, just like your paycheck. (Yes, we’re paid weekly too!)
• 👶🏻 Parental Leave: We provide 2 weeks of paid parental leave during the first year and up to 9 weeks after one year of employment.
• ✈️ Generous Paid Holidays: Celebrate cultural diversity with additional flex holidays in addition to our company paid holidays.
• 🧑‍💻 Flex Schedule: This is a hybrid role. Expect in-office collaboration on Tuesdays and Thursdays, with Wednesdays designated as a flex day based on team and manager needs. Remaining workdays are remote, depending on role requirements.
• 🛟 Comprehensive Life Insurance: Ensure peace of mind with coverage that extends beyond the workplace with employer paid life insurance (including coverage for dependents and spouses).
• 🤝 Employee Resource Groups (ERGs): Join us in fostering connections, celebrating diversity, and providing a supportive community for all.

At Clearlink, we go beyond the basics, ensuring your experience with us is not just professionally fulfilling but personally enriching too.

Interviewing at Clearlink

We know interviews can be stressful. Here are some stages you can expect from a typical interview with Clearlink. 

• Once your application is submitted, we will review it and be in touch
• 30-min phone call with the Recruiting Team
• 30-min - 1 hour interview with the Hiring Manager
• 30-min - 1 hour interview with a Clearlink Panel

Some interview processes can vary, depending on the role. Your recruiter will give you a role-specific interview process during your first phone call.

#LI-Hybrid
#LI-SW1

Customer Support Specialist - Tier 1

Canopy, Utah

About Us

Canopy is a fast-growing SaaS company in Draper, 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. 

Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place 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

As a member of the Customer Support team, you will provide top-tier service and support primarily to users of our software via email, in-app chat, and phone channels. 

Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest desire to learn and progress, you will build upon this reputation. This is not a role in which you simply answer phones and read from a script. You will think critically to help to create new pathways for our customers, outline solutions, and form the foundation of a rapidly-growing company and team.

What You'll Do 

• Anticipate and resolve customer issues in a professional and timely manner
• Provide superior customer service and remote troubleshooting assistance
• Take ownership of customer issues and advocate for their needs, adjusting urgency and escalation based on customer context and issue severity
• Develop sound understanding of Canopy’s current and upcoming features
• Identify opportunities to answer questions, even before they are asked
• Explain step-by-step instructions and assist users in navigation through software
• Drive value to customers by informing them of new resources and products that will make an impact on their businesses 
• Maintain a positive and patient attitude with all customers
• Coordinate within the organization for technical and account level issues
• Help improve and perfect processes across the support organization

What we’re Looking For

• A self-starter with desire to take ownership of the role and above responsibilities
• Tech-savvy with the ability to learn software and new tools quickly
• Organizational skills, creativity, and a solution-oriented focus
• Willingness to learn about tax resolution industry and IRS forms as they relate to the software and its functions
• Excellent written and verbal communication skills in the English language
• Ability to pivot with a growing company and accept new challenges
• Be able to type at 50 wpm or faster
• Excitement about implementing and utilizing AI in day to day work flows 

Essential Functions

• Work a consistent and reliable full-time schedule, including adherence to assigned shifts, breaks, and attendance expectations.
• Schedule: Typically 40 hours per week, Monday through Friday. In-office, MWF. Individual schedules may vary slightly based on team needs and role responsibilities. May require evening or weekend coverage depending on team rotation and seasonality.
• Ability to sit or stand at a desk for extended periods of time, while using a computer for extended periods.
• Ability to operate a computer throughout the day.
• Ability to communicate clearly and professionally in writing and verbally, with external customers and internal employees, via phone and computer systems (with or without reasonable accommodations).
• Ability to use sales tools such as Salesforce, Intercom, Google Suite, Slack.

• Maintain focus and professionalism in high-pressure situations.

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

Bonus Points If You Have:

• Experience in support ticketing systems
• Previous customer service and support experience
• 2-3 years experience in a call center environment
• Experience in the accounting & tax software space

Why You Want to Work Here:

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

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.

💰 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.

💡 DEIB Committee - 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:

We know 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.

Sales at Brex

Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do

As an Enterprise Customer Success Manager, you will serve as a financial technology advisor to Brex’s largest customers by partnering with CFOs, Controllers, and finance ops teams to ensure they unlock the full value of Brex’s solutions. You’ll create and execute on account strategies tailored to each customer’s business goals, delivering high-impact outcomes across their financial stack.

You will own the full lifecycle of success, from onboarding to renewal by leveraging product usage insights, stakeholder engagement, and cross-functional collaboration to drive product adoption, minimize churn, and grow account value.

Where you’ll work

This role will be based in our Salt Lake City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Develop and own strategic account plans to drive retention, expansion, and adoption across your portfolio of enterprise customers.
• Act as a trusted advisor to finance stakeholders by providing guidance on best practices across spend management, credit policy, reconciliation workflows, and financial reporting automation.
• Build multi-threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness and customer engagement.
• Lead business reviews and financial health checks that drive executive alignment and showcase ROI.
• Proactively identify and mitigate churn risks through data analysis, usage insights, and issue resolution.
• Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams to deliver a seamless customer experience and advocate for product improvements.
• Own key metrics for your accounts: GMV growth,  product adoption, credit utilization, and customer health scores.

Requirements

• 4+ years in a customer-facing role owning account health, executive relationships, or expansion strategy.
• Direct experience with core accounting workflows, such as invoice processing, T&E tracking, budgeting, accounts payable, ERP systems (e.g., NetSuite, QuickBooks), or spend management tools.
• Experience managing complex, global enterprise accounts (10,000+ employees), with the ability to navigate nuanced org structures and build durable partnerships.
• Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams.
• Ability to synthesize product usage data into strategic recommendations that drive tangible customer outcomes.
• Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
• Bachelor's degree required; finance, business, or related fields preferred.

Bonus Points

• You love solving complex business problems with innovative financial solutions.
• You think in systems, not silos and understand the bigger picture of customer value.
• You are energized by being proactive, not reactive, in helping customers succeed.
• You want to be a thought leader and internal resource for enterprise strategy across the CS org.

Compensation

The expected OTE range for this role is $117,600 - $147,00 USD. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance.  Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Implementation at Brex 

Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It’s a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life’. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers.

What you’ll do

As an Enterprise Implementation Consultant, you will serve as a strategic advisor to our largest customers, guiding them through a successful launch of the Brex platform. Acting as a hybrid coach, project manager, and product expert, your primary goals will be to drive wide product adoption, deliver ongoing business value, and help customers transform their financial workflows.

Where you’ll work

This role will be based in our Salt Lake City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Lead and project manage end-to-end global enterprise implementations and launches. This includes scoping customer outcomes, creating project plans, mobilizing stakeholders, configuring and testing the platform, and overseeing accounting software integrations.
• Serve as a strategic consultant by working closely with customers to discover their business needs, leading design workshops, and coaching them on how to best use Brex to solve their challenges.
• Drive customer success and adoption by developing strategies to ramp up spending activity, and providing global change management planning to guide clients on their communication approach, training materials, and execution.
• Manage and cultivate customer relationships by building multi-threaded connections from senior leaders to day-to-day stakeholders, managing expectations, and working diligently to provide solutions to any challenges.
• Act as a key cross-functional partner within the Brex account team, collaborating with Sales, Customer Success, and Partnerships to deliver a smooth customer experience and align on partner-led solutions.
• Influence product development by adapting quickly to product changes, communicating them strategically to stakeholders, and providing a key voice into future iterations of the product roadmap.
• Build and execute a prioritization strategy for managing multiple high-touch customer relationships effectively.

Requirements

• 4+ years in customer-facing SaaS or consulting roles, including hands-on global project management or consulting work supporting complex, enterprise-level organizations.
• Deep expertise in the Travel & Expense (T&E) industry is preferred, with at least 3+ years of hands-on domain experience. Preference for experience implementing T&E SaaS solutions.
• A knack for leading complex customer engagements, with the ability to comfortably manage both technical and non-technical workstreams.
• Exceptional communication and problem-solving skills, with a demonstrated ability to resolve issues cross-functionally and deliver creative, customized solutions for a variety of customers.
• A proven track record of building customer-centric processes and a strong sense of urgency to drive projects to completion while achieving desired business outcomes.

Bonus points

• Hands-on implementation experience with Financial, Expense Management, or ERP software.
• Additional domain expertise in any of the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Procurement, or Corporate Card Program Management.

Compensation

The expected salary range for this role is $128,800 - $161,000 USD. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

The Impact You’ll Make

Just as our employees work to push the limits of drug discovery, you’ll push your newly-acquired accounting skills to the limit to ensure that the Accounting team has the support they need to provide timely, accurate, complete, and insightful financial information to key stakeholders. 

The Team You’ll Join 

As an account clerk, you will be an essential member of the Finance Team reporting directly to the AP/Payroll manager and work directly with other accounting clerks and members of the finance team. The Finance team is a fun, tightly-knit group. You will leverage the depth and breadth of your accounting knowledge to help increase the sophistication of our existing payroll function during a time of exponential growth, post IPO. You will also rely on your interpersonal skills to effectively work cross-functionally across the organization.. You will need self-initiative, a collaborative mindset, and the ability to transparently communicate with organization team members at all levels.

The Experience You’ll Need

• Working towards a Bachelor’s degree in Accounting or Finance 
• General understanding of accounting practices and principles
• Working knowledge of Google Mail, Sheets, Meet, Docs and Microsoft Excel
• Will have opportunity to learn Coupa Pay and possibly NetSuite
• An ability to function as a team player, provide exceptional internal customer service, and meet deadlines 
• Duties will include everything from reviewing mail for invoices to learning to onboard vendors in our payment system and assisting with expense review for proper account coding.

**This position is located in downtown Salt Lake City and offers a flexible work schedule with a goal of 20 hours per week.  This will be a temporary contract role for 6 months.**

#LI-BO1

Position Summary:

The Implementation Manager leads onboarding for new Employers and Consultant partners, ensuring a clear, organized, and easy implementation process into the ParetoHealth community. This role owns each step from start to finish—owning timelines, coordinating details accurately, anticipating challenges and risks early, and delivering an exceptional experience that builds confidence and long-term satisfaction.

Reporting to the Manager, Implementation Delivery this individual independently manages multiple concurrent implementations in a fast-paced, seasonal environment. The Implementation Manager plays a critical role in strengthening overall onboarding quality by executing effectively, adapting to change, and identifying and adopting improvements. Their work builds lasting, valued relationships for Employers and Consultants alike.

Key Responsibilities:

• Own and manage implementations end-to-end, ensuring all deliverables are completed accurately, efficiently, and on time.
• Lead Employers and Consultant experience throughout onboarding by being proactive, managing expectations, and adapting to different audiences to ensure clarity, consistency, and customer satisfaction.
• Facilitate kick off calls, ongoing touchpoints, and status updates to maintain clarity, accountability, and momentum across all parties.
• Partner with internal teams including Sales, Underwriting, Account Management, and Cost Containment Operations to align priorities, share updates, manage dependencies, and anticipate needs across the onboarding process.
• Execute established processes and tools (e.g., Salesforce, InspirePlanner) with precision and timeliness, while identifying and adopting improvements that enhance efficiency and scalability.
• Demonstrate adaptability, initiative, and teamwork by responding to change, sharing insights, supporting peers, and promoting alignment across the Implementation function to contribute to collective success.
• Deliver successful onboarding outcomes that reduce errors/ escalations and build confidence, satisfaction, and long-term partnerships with Employers and Consultant partners

Required Skills & Qualifications:

• Bachelor’s degree or equivalent work experience required.
• 2+ years of experience in client implementation, onboarding, or project/account management; experience in health benefits, stop-loss, or insurance preferred.
• Proven ability to manage multiple projects simultaneously with accuracy, organization, and strong attention to detail.
• Strong communication and relationship management skills with ability to simplify complex concepts and tailor messages to different audiences.
• Demonstrated relationship-building skills and a strong commitment to customer satisfaction.
• Collaborative team player with experience working cross-functionally to meet deadlines, manage dependencies, and achieve goals.
• Analytical and problem-solving mindset with a data-driven approach, leveraging tools such as Salesforce (SFDC) and InspirePlanner (or other project management tools) to improve processes and performance.
• Self-starter with initiative, adaptability, and commitment to continuous improvement.

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment

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.

What You’ll Do 

NetDocuments is seeking an Account Manager who is responsible for developing and managing existing customer accounts while building relationships to find solutions to customer needs for our SaaS company.  The Account Manager will report to the Sales Manager.  The ideal candidate will have experience with all aspects of the customer relationship process.   

You will: 

• Proactively manage and grow a large book of existing customer accounts, with a focus on driving expansion revenue 
• Generate your own pipeline through outbound activity (calls, emails, and direct account engagement) without reliance on BDR support 
• Run discovery conversations with customers to uncover business needs and identify upsell/cross-sell opportunities 
• Own the full sales cycle within your accounts, from initial outreach through close 
• Maintain consistent activity and pipeline management within Salesforce 

What You’ll Need to be Successful 

• Experience managing and growing existing accounts, not just maintaining relationships 
• Demonstrated ability to generate pipeline through outbound efforts 
• Comfort with high activity levels (calls, meetings, follow-ups) 
• Strong discovery and qualification skills 

What Will Make You Stand Out  

• Proven track record of expanding revenue within a book of business 
• Experience selling into legal or professional services firms 
• History of self-sourcing opportunities and running independent discovery 
• Consistent use of CRM and sales tools to manage pipeline and activity 

What You’ll Love About NetDocuments 

• The People! 
• 90% healthcare premiums company covered 
• HSA company contribution 
• 401K match at 4% with immediate vesting 
• Flexible PTO (typically 3 to 4 weeks a year) 
• 10 paid holidays 
• Monthly contributions for life activities & wellness 
• Access to LinkedIn learning with monthly dedicated time to explore 

Compensation Transparency 

The compensation range for this position is:  $75,000.00 + Variable

The posted cash compensation for this position includes on target earnings, base salary and variable if applicable. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related considerations 

About Us

AfterShip, a Great Place to Work Certified company, is transforming the global eCommerce landscape. Founded in 2012, AfterShip is a post-purchase SaaS company on a mission to build the world’s leading automation platform for ecommerce merchants.

AfterShip unifies shipping & labels, order tracking, AI predictive delivery, and returns management into one system—giving merchants a single place to manage and automate everything that happens after checkout. By centralizing these workflows, AfterShip enables merchants to reduce customer support inquiries, deliver a more reliable and engaging customer experiences, and unlock incremental revenue at every post-purchase touchpoint.

AfterShip integrates seamlessly with ecommerce platforms including Shopify and TikTok Shop, and connects with more than 1,200 carriers worldwide. Today, over 20,000 businesses—including Samsung, Gymshark, Vivino, Harry’s, Mous, and Rakuten—rely on AfterShip to turn every post-purchase moment into an opportunity to build trust, reduce costs, and drive repeat purchases.

Built for a global market from day one, AfterShip operates with an engineering-driven, internationally distributed team. The company employs more than 450 people across 8 offices, spanning North America, Europe, and Asia, and representing over 20 cities worldwide.

Your Mission: 

As we evolve our go-to-market strategy to focus on our Ideal Customer Profile (ICP), the Solutions Engineering role has shifted from a passive support function to a central driver of revenue. This role sits at the intersection of Sales, Product, and Customer Success, acting as the bridge between technical capability and business value.

Reporting to the Manager of Solutions Engineering and partnering closely with Account Executives (AEs), you will be responsible for owning the "technical win." This is a commercially-minded, high-urgency position for someone who wants to actively influence deal outcomes and shape how our product is presented to the market.

This is a remote role with a preference for candidates based in Toronto, Ontario or Utah. You will be expected to align with North American business hours to support Mid-Market and Enterprise deals across these time zones.

What You’ll Do:

• Help win deals: Improve deal quality, reduce friction, and increase close rates through strong technical and commercial execution
• Run discovery & shape solutions: Uncover real business problems and translate them into tailored solutions and demo narratives
• Deliver high-impact demos: Run structured, outcome-driven demos that clearly communicate business value (not feature walkthroughs)
• Handle technical objections: Confidently address integration, scalability, and implementation questions in live deals
• Stay hands-on with the product: Use and test the product regularly to strengthen demos and technical credibility
• Partner cross-functionally: Work with Product and PMM to align on releases and share structured field feedback
• Improve how we sell: Proactively identify gaps in demos, messaging, and sales execution and drive improvements

Who We're Looking For:

• 2+ years of experience as a Solutions Engineer / Sales Engineer in B2B SaaS
• Strong technical foundation (APIs, integrations, SaaS workflows) with the ability to ramp quickly into complex products
• Commercially minded: you care about winning deals and connecting technical work to revenue impact
• Strong demo storyteller who can simplify complexity into clear customer value
• Confident in discovery and technical objection handling across Mid-Market and Enterprise deals
• Highly hands-on with the product and comfortable leading live conversations independently
• Clear, structured communicator who builds trust quickly with both technical and non-technical audiences
• Fast, proactive operator with strong ownership and follow-through
• Collaborative partner to Sales, Product, and PMM who brings insights from the field

At AfterShip, we know great talent doesn’t always fit every requirement. If you’re passionate about our mission and believe you can make an impact, we encourage you to apply.

Why You Should Join Us: 

• Great Place to Work Certified: We’ve been recognized for our inclusive, values-driven culture that celebrates diversity and collaboration.
• Innovative & Inclusive Culture: Started by our software engineer-turned-CEO, AfterShip is built on curiosity, creativity, and collaboration. We’re a passionate, global team of problem solvers who put egos aside to innovate together. We take immense pride in fostering a culture that’s inclusive, which has allowed us to surround ourselves with the industry's most talented professionals.
• Ambitious Mission with Real Impact: Join us in transforming eCommerce by making buying and selling easier for everyone. It’s one of the most dynamic spaces in tech, with limitless opportunities to innovate and grow.
• Thrive & Grow: There’s no ceiling to what you can achieve or learn here. We’re committed to empowering your career while advancing together as a company.
• Flexible Work Setup: We’re a remote-first team, meaning by default that employees work from home or on a hybrid-flexible basis in our hub locations (i.e., Toronto, Austin, Barcelona). You’re empowered to choose a work setup that works best for you and your team. With flexible hours depending on your time zone, you’ll be able to have a schedule that fits your working style and the requirements of your role.
  
  

Perks:

• Competitive compensation
• Remote-first/hybrid-flexible work setups
• Healthcare coverage offered from day 1
• Retirement plans including company match
• Unlimited PTO
• Annual learning & wellness benefit
• Monthly book perk
• Career progression & professional development
• In-office lunch and commuter benefits for those located in our hub locations

Salary range for this role: USD $156,000 OTE - $175,000 OTE

We are an equal opportunity employer and provide accommodations upon request throughout the recruitment process, in accordance with local legislation. Please let us know if you require any support, and we’ll work with you to meet your needs.

We believe in hiring right over hiring fast. While timelines may vary, we’re looking to fill this role as soon as possible. 

Our hiring process uses AI to help with initial resume screening and to support interview note-taking. These tools help our team stay organized and fair, but all hiring decisions are made by people.

This job vacancy is a backfill position.

Why We Have This Role

How You’ll Find Success

• Takes initiative
• Understands the expected outcome, gets the context, and then works entrepreneurially to get it done.
• Highly communicative and influences effectively, creating trust at the team level.
• Strong track record of exceeding quota.
• Ability to acquire clients
• Strong negotiating skills
• Ability to sell a complex platform: Qualtrics Experience Management platform to large, strategic accounts

How You’ll Grow

• Structured promotion process/auto promotion process
• Career Action Planning with Manager
• Qmobility
• Partnerships with world class clients and teammates

Things You’ll Do

• Lead a team of 6-9 Account Executives.
• Coaching direct reports in sales strategy, pipeline management, opportunity management, and career planning/development.
• Recruit, retain, and nurture your team of experienced sales professionals with high potential and strong performance history.
• Provide skill training and mentoring on complex sales motions, including collaboration with legal, product presentations, juggling multiple relationships with internal teams, and quarterly sales forecasting.
• Interface and develop professional relationships with existing clients and prospects throughout at all levels of an organization.
• Display a systemic approach to handling meaningful contract negotiations/deals with multiple reps at a time.
• Develop and maintain in-depth knowledge of Qualtrics' solution offerings.
• Maintain a real-time understanding of the competitive landscape to assist in building win-based proposals and pricing.
• Serve as an executive sponsor during enterprise-level deals.
• Maintain a real-time understanding of the competitive landscape to assist in determining win-based proposals and pricing.
• Develop and maintain positive relationships with other functional areas internally at
• Qualtrics, e.g., Professional Services, Implementation, Subject Matter Experts, etc, to ensure a collaborative approach to secure large enterprise engagements

What We’re Looking For On Your Resume

• A validated winner that has led teams to breakthrough results
• A bachelor’s degree or higher is required
• At least 4-6 years of individual enterprise-level sales experience
• At least two years managing a corporate-level sales team
• Ability to travel up to 50%
• Experience using MEDDIC sales processes
• Experience using Salesforce.com and measuring system compliance
• Experience over-exceeding quarterly team quotas through metric-based skill development and internal team management
• Experience working on complex contract negotiations

What You Should Know About This Team

Our Team’s Favorite Perks and Benefits

• Salary + Uncapped Commissions and Accelerators
• 100% Performance based promotions -- not politics or tenure
• Quarterly team activities, winter and summer parties, and lots of Qualtrics swag
• We offer private health insurance, an annual experience bonus, a wellness stipend to allow you to focus on yourself each quarter, and much more
• The annual Qualtrics Experience Bonus can be used for an experience of your choosing. Some team members have chosen to use the bonus for vacations, concert or event tickets, or home improvement projects.

As our TikTok Shop & Social Commerce Manager, you’ll own CSE’s presence and performance on TikTok Shop end-to-end — from storefront strategy and product mix to our affiliate and creator program. This is a channel leadership role that goes beyond execution: you’ll set the strategy, manage the calendar, build creator relationships, and be accountable for results. The right person knows TikTok Shop inside and out, loves working with creators, and is excited to take ownership of a fast-growing channel.

Primary Duties and Responsibilities

TikTok Shop Strategy & Management

• Own the TikTok Shop storefront end-to-end: catalog management, content accuracy, pricing, and overall shop health.
• Develop and manage a rolling TikTok Shop campaign calendar, aligned with CSE’s marketing calendar and product priorities.
• Lead product mix and assortment strategy: test SKUs, analyze performance, and make data-backed decisions on what to push, pull, or expand.
• Stay ahead of TikTok Shop-native sales events, flash sales, and platform promotions; identify participation opportunities and execute.
• Partner with Operations and demand planning to coordinate inventory availability, fulfillment readiness, and SKU-level forecasting tied to TikTok activity.
• Act as CSE’s internal TikTok Shop expert, staying current on platform updates, algorithm changes, and commerce trends, and bringing recommendations to leadership.
• Own channel reporting: track GMV, conversion, affiliate-driven revenue, and other key metrics.

Affiliate & Creator Program

• Build and lead CSE’s TikTok Shop affiliate program: strategy, creator recruitment, onboarding, and ongoing relationship management.
• Own the creator seeding and sampling process, from selection and fulfillment to performance follow-up.
• Establish and maintain strong creator partnerships through clear briefs, performance feedback, and optimization direction.
• Build an engaged affiliate community through product education, creator campaigns, and ongoing content support.
• Identify high-potential new creators in the health, wellness, and fitness space, staying current on emerging voices and platform trends before they’re obvious.
• Manage commission structure and program economics, optimizing based on creator performance and channel goals.
• Own the relationship with TikTok’s platform account team to stay ahead of new initiatives, media programs, and affiliate opportunities.

Cross-Functional Collaboration

• Partner with Creative and Content on TikTok-native assets and messaging that convert in-feed and in-shop.
• Partner with the Paid Media team on GMV Max campaign strategy.
• Coordinate with Operations on inventory availability, fulfillment timelines, and product readiness for launches and creator seeding.

Qualifications:

• Must have 3+ years of experience in social commerce, with hands-on experience managing TikTok Shop.
• Proven experience building or scaling a TikTok Shop affiliate or creator program.
• Hands-on experience with TikTok Seller Center and Affiliate Center.
• Strong strategic instincts paired with the ability to execute.
• Data-literate, with the ability to track the right metrics, understand what they mean, and use them to make decisions.
• Strong communicator and relationship builder; creators and internal stakeholders should want to work with you.
• Highly organized and self-directed, with the ability to manage competing priorities without being told what to do next.
• High ownership mentality: you take responsibility for outcomes, not just tasks, and you bring recommendations.

Salary: $80,000-$90,000 annually

Location: Remote, or hybrid if in the SLC, UT area

Position Type: Full-time

Benefits: 

• Paid time off (flexible)
• Paid holidays
• Insurance: Health, dental, vision, basic life, AD&D
• 401(k) + Company match
• Eligible for company bonus plan
• Free product allowance

Implementation Specialist, Mid Market

Canopy, South Jordan

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. 

Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place 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!

What  you’ll do:

• Guide our new customers through their initial account configurations and ensure proper setup of their Canopy accounts
• Provide world-class onboarding and training experiences in the form of feature-specific training calls, screen shares, and email communications that help customers achieve value from our software right out of the gate
• Be accountable for tracking personal and customer goals and progress, and provide data-driven insights from your implementation clients
• Proactively reach out to users during implementation to encourage adoption of the software by providing value, use cases, and best practices throughout their first 30-60 days (and/or coordinate with CSM’s)
• Provide a comprehensive introduction to a customer’s assigned CSM (when applicable) and facilitate a hand-off post-implementation to ensure the client feels supported moving on from the onboarding experience.
• Be a product & industry expert at all times by staying on top of product development, competition, and industry benchmarks & happenings 
• Work with other teams within Canopy to ensure data/file migration success
• Be able to provide on-the-fly technical troubleshooting or basic configuration services while the customer is live & engaged on your calls
• Thoroughly understand and document confirmation of use cases, firm demographics, pain points, opportunities, etc. from the onboarding POC
• Project-manage your action and advocacy items to completion, share ideas for operational improvements, and use seasonal ‘downtime’ to execute on said initiatives or hone and develop your technical support skills
• Go above and beyond to serve our customers and your team, provide a world-class customer experience, and be a shining, standard-setting example of what it means to be a “Canopian” 

The skills you’ll need:

• 1-2+ years of Implementation experience
• 1-2+ years of SaaS industry experience
• Ownership. Craving responsibility and accountability to the role's above description
• Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must
• Be a self-starter with the ability to drive your own productivity
• Keep a positive outlook, with the ability to maintain a hungry and enthusiastic approach in a complex, challenging, and open-ended environment
• Excellent written and verbal communication skills in the English language

Bonus Points If You Have: 

• Amazing MS Excel skills

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 - that you’re actually encouraged to use plus 10 company holidays! 

❤️‍🩹 Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.

💰 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 - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.

☕ 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:

We know 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.

Who We're Looking For - Systems Administrator

We are seeking an experienced and proactive Systems Administrator to join our IT team. The successful candidate will be responsible for administering a variety of systems and technologies essential to the organization’s operations. This role involves managing Linux servers, overseeing configuration management using Chef, and administering mobile device management (MDM) solutions such as Microsoft Endpoint Manager/Intune and Kandji. The candidate will also manage access to MySQL databases, handle regular patching of Linux servers, and maintain security through tools like Okta and Netskope. Additionally, the role includes participating in security audits like PCI and SOC2. Experience with cloud infrastructure, especially AWS, is a plus.

The Impact You Will Make 

• Identity and Access Management (Okta): Maintain and administer Okta for user identity management, authentication, and access control.
• Linux Server Administration & Patching: Manage and monitor Linux server environments, ensuring regular patching to maintain security and system integrity.
• Configuration Management (Chef): Manage server configuration using Chef.
• Mobile Device Management (MDM): Oversee MDM platforms like Microsoft Endpoint Manager/Intune and Kandji to deploy and manage corporate devices, ensuring security compliance.
• Access Management: Manage access to various higher level systems including RDS Mysql databases.
• Network Security (Netskope): Administer and monitor Netskope to secure cloud-based applications and protect data from security threats.
• Google Workspace Administration: Administer Google Workspace, providing secure and efficient access to applications and data for end-users.
• Cloud Infrastructure (AWS - a plus): Assist in managing AWS cloud services, including networking, storage, and compute resources.
• Audit Participation (PCI, SOC2): Work closely with security and compliance teams during PCI and SOC2 audits to ensure systems meet regulatory and security standards.
• Documentation & Compliance: Maintain thorough documentation of system configurations, patching schedules, and access management procedures. Ensure compliance with security and audit requirements.

What You Bring 

• Minimum of 3-5 years of experience in a related field
• Bachelor's degree in Computer Science, Information Technology, or equivalent experience
• Hands-on experience in systems administration with Linux servers. 
• Proven experience with configuration management tools (Chef or similar).
• Experience managing MDM solutions (Microsoft Endpoint Manager/Intune, Kandji, or similar).
• Familiarity with network security tools, preferably Netskope and Meraki.
• Experience administering identity management platforms like Okta.
• Knowledge of Google Workspace administration.
• Ability to automate tasks via scripts (ie Bash, Python, PowerShell, PHP)
• Cloud infrastructure experience (AWS preferred) is a plus.
• Excellent troubleshooting and problem-solving skills.
• Solid understanding of security best practices.
• Good communication skills (both written and verbal)
• Technical proficiency in operating systems such as Windows, macOS and Linux
• Ability to manage multiple systems and services concurrently.

Perks That Set Us Apart

• 🩺 Healthcare: We offer low-cost, competitive health coverage (domestic partners included!) with employer-paid counseling services.
• 💰 Invest in the Future: Enjoy 401(k) matching after just two months of employment, with employer matching starting at ~3%.
• 🧘‍♀️ Lifestyle Spending Stipends: Access an employer-paid spending account for physical, financial, and emotional wellbeing expenses.
• 🏝️ Flexible Time Off: We offer competitive time-off balances that accrue weekly, just like your paycheck. (Yes, we’re paid weekly too!)
• 👶🏻 Parental Leave: We provide 2 weeks of paid parental leave during the first year and up to 9 weeks after one year of employment.
• ✈️ Generous Paid Holidays: Celebrate cultural diversity with additional flex holidays in addition to our company paid holidays.
• 🧑‍💻 Flex Schedule: This is a hybrid role. Expect in-office collaboration on Tuesdays and Thursdays, with Wednesdays designated as a flex day based on team and manager needs. Remaining workdays are remote, depending on role requirements.
• 🛟 Comprehensive Life Insurance: Ensure peace of mind with coverage that extends beyond the workplace with employer paid life insurance (including coverage for dependents and spouses).
• 🤝 Employee Resource Groups (ERGs): Join us in fostering connections, celebrating diversity, and providing a supportive community for all.

At Clearlink, we go beyond the basics, ensuring your experience with us is not just professionally fulfilling but personally enriching too.

Interviewing at Clearlink

We know interviews can be stressful. Here are some stages you can expect from a typical interview with Clearlink. 

• Once your application is submitted, we will review it and be in touch
• 30-min phone call with the Recruiting Team
• 30-min - 1 hour interview with the Hiring Manager
• 30-min - 1 hour interview with a Clearlink Panel

Some interview processes can vary, depending on the role. Your recruiter will give you a role-specific interview process during your first phone call.

#LI-Hybrid
#LI-AC3

Why You’ll Love This Role

We are seeking a talented and experienced Sr. Product Manager to focus on Cribl’s Pipeline Generation Systems portfolio.

This is a high-impact AI innovation role focused on finding and scaling practical ways AI can increase pipeline across Marketing and Sales. You will partner closely with business stakeholders to shape the roadmap for the systems, workflows, and data foundations behind lead capture, prioritization, routing, attribution, personalization, and orchestration.

Sitting at the intersection of go-to-market strategy, enterprise systems, and AI innovation, you will help turn promising ideas into measurable business outcomes. This role reports to the Sr. Director, Enterprise Applications.

As An Active Member Of Our Team, You Will…

As Sr. Product Manager - Pipeline Generation Systems, you will be the product owner for a portfolio of capabilities that directly influence top-of-funnel effectiveness, data quality, and GTM execution. Your key responsibilities will include:

• AI Innovation Strategy for Pipeline Generation: Define and execute a compelling product vision and roadmap centered on how AI can materially increase pipeline, improve seller focus, and make GTM execution more intelligent across lead capture, prioritization, routing, attribution, and account-based motions.
• AI Use Case Discovery & Facilitation: Partner with Marketing, SDR, Sales, and RevOps stakeholders to identify high-value AI opportunities, facilitate tradeoff discussions, and translate business pain points into practical experiments, product requirements, and scalable delivery plans.
• Account Prioritization, Personalization & Orchestration: Drive roadmap investments that help Cribl identify, rank, and activate against the highest-value accounts through AI-assisted account scoring, richer account context, seller-facing insights, and scalable personalization workflows.
• Lead-to-Account, Routing & Data Quality Foundations: Own the product strategy for the data and workflow patterns that ensure leads and accounts are matched, normalized, enriched, and routed correctly, recognizing that strong AI outcomes depend on trustworthy underlying data and process design.
• Marketing Attribution & Campaign Intelligence: Partner with Marketing and RevOps leaders to improve how Cribl measures the impact of campaigns and demand programs, while also advancing more intelligent ways to connect engagement signals, campaign-member data, and opportunity creation.
• Vendor & Platform Evaluation: Evaluate and operationalize external tools and internal capabilities that expand Cribl’s AI-enabled pipeline generation portfolio, including enrichment, hierarchy management, prioritization, orchestration, and personalization platforms, while ensuring sound governance and architectural fit.
• Cross-Functional Stakeholder Partnership: Build strong relationships across Marketing, Sales Development, Revenue, Marketing and Revenue Operations teams, and technical teams, serving as a facilitator and product leader who can align stakeholders, clarify decisions, and move ambiguous initiatives toward measurable business outcomes.
• Operational Excellence, Experimentation & Measurement: Define the right KPIs, success criteria, and experiment frameworks for pipeline generation systems so Cribl can assess which enhancements are actually increasing pipeline quality, efficiency, and conversion.
• Responsible AI Adoption in GTM Systems: Help Cribl adopt AI in practical, governed ways by balancing innovation with data quality, usability, operational readiness, and change management.
• We are a remote-first company and work happens across many time-zones – you may be required to occasionally perform duties outside your standard working hours.

If You’ve Got It - We Want It

• 5+ years of product management experience: Proven track record in product management within a B2B SaaS environment, ideally with meaningful ownership of internal systems, GTM systems, or revenue technology portfolios.
• AI-forward product mindset: Demonstrated ability to spot where AI can create real business value, shape practical use cases, and distinguish between meaningful innovation and hype.
• Pipeline Generation / GTM Systems domain knowledge: Strong understanding of demand generation, SDR workflows, lead management, attribution, enrichment, and account-based motions in a modern SaaS company.
• Salesforce ecosystem fluency: Deep functional understanding of Salesforce and how it supports lead, contact, account, opportunity, campaign, and routing workflows across the GTM lifecycle.
• Systems thinking and data quality orientation: You understand that pipeline generation systems only work when identity, matching, hierarchy, normalization, sync behavior, and routing are designed intentionally and governed well, and that these foundations are critical for effective AI.
• Stakeholder facilitation and influence: Demonstrated ability to align and influence stakeholders across business and technical teams, facilitate productive decision-making, and move cross-functional initiatives forward when priorities differ.
• Analytical and experimental mindset: Comfortable using metrics, experimentation, and operational data to frame problems, prioritize investments, assess impact, and determine whether AI-driven changes are actually improving pipeline outcomes.
• Technical collaboration: Able to work effectively with engineering and systems teams, translating business requirements into product direction, implementation tradeoffs, and clear acceptance criteria.
• Builder mentality: Comfortable stepping into ambiguity, shaping the first version of the strategy, and improving it through iteration, feedback, and measurable outcomes.
• Communication & influence: Exceptional written and verbal communication skills, with the ability to make complex systems, AI concepts, and tradeoffs understandable to a wide range of audiences.
• Preferred Qualifications
  • Experience with Salesforce Sales Cloud, Marketo and adjacent GTM tooling used for enrichment, routing, attribution, or orchestration.
  • Familiarity with tools and workflows supporting ABX, account prioritization, and personalized digital experiences.
  • Experience building, piloting, or scaling agentic workflows or AI-assisted business process automation in a GTM, operations, or enterprise systems context.
  • Comfort operating in a high-growth, remote-first B2B SaaS environment.
  • Curiosity about practical AI and automation opportunities in internal business systems.
  • Good jokes, or maybe better, bad jokes.
  • A love for goats.

Salary Range ($105,000 - $160,000)

The salary for this role is dependent on geographic location. The salary offered within the range described will be based on the individual candidate’s job-related knowledge, skills, and experience.  In addition to a competitive salary, Cribl also offers a generous benefits package which includes health, dental, vision, short-term disability, and life insurance, paid holidays and paid time off, a fertility treatment benefit, 401(k), equity, and eligibility for a discretionary company-wide bonus.

#LI-KJ1
#LI-Remote

• You are known for your strong work ethic
• Hunter mentality
• You thrive in a competitive, collaborative environment
• Takes initiative.
• Ability to acquire clients.
• Strong negotiating skills.

• Structured promotion process/auto promotion process
• Career Action Planning with Manager
• Qmobility

• You sell the Qualtrics platform and become trusted advisors to C-Suite, Director, and VP level leaders
• You engage with clients at all points of the sales cycle - including prospecting, product demonstrations, on-site presentations, through close
• You drive net-new revenue growth through new logo acquisition and expansion of current accounts
• You educate clients on packages and options applicable to their situation, demonstrating how features and benefits match their needs
• You develop and execute strategic plans for your territory and create reliable forecasts
• You focus on self-development through daily training and enablement

• You have experience navigating Salesforce.com, LinkedIn Sales Navigator, and other prospecting applications
• You have a proven track record of hitting and exceeding quotas
• You love closing complex, consultative deals
• You are able to travel when necessary
• You have 4+ years of quota-carrying sales experience, ideally in SaaS (senior levels)

• The Qualtrics' Account Executive team is dedicated to changing the way our customers focus on Experience Data.
• This team is focused on driving revenue for the organization.
• This team is competitive and strives to win!
• This team partners closely cross functionally internally and externally to get deals across the line.

• Salary + Uncapped Commissions and Accelerators
• 100% Performance based promotions -- not politics or tenure
• Catered lunch
• Quarterly team activities, winter and summer parties, and lots of Qualtrics swag

ABOUT THIS ROLE

As a Technical Account Manager for LiveView Technologies, you are the face of technological and program success for some of our largest accounts. The purpose of this role is to ensure retention and foster growth within our top LVT clients. This role works closely with the Client Success Managers, building success plans to deliver the optimal experience and participating in business reviews to deliver results as a partnership that provides the best possible client experience and facilitates the growth of our existing clients.

You will proactively ensure optimal performance of the Mobile Security Units by performing technical audits, offering product consultations to the client, instilling best practices for customer programs, and working with Product teams to provide data and feedback that improves our current offering.

ROLE RESPONSIBILITIES

• Consult with Client Success Managers and clients to tailor device configuration and video analytic calibration settings that meet the clients’ objectives and needs.
• Configure software settings to meet clients' requirements
• Configure, set up, and make adjustments to analytics on various IP camera models
• Diagnose and troubleshoot technical and complex issues related to hardware, software, configuration, and IP camera analytics
• Be a trusted advisor that both the client and our internal teams can look to for solutions

OUR IDEAL CANDIDATE

• Technical Expertise: 3+ years in a customer-facing Technical Account Manager role with troubleshooting across software, IP cameras, electrical systems, or networks.
• Escalation & Strategy: Leads resolution for complex client concerns, balancing expectations with operational realities while improving collaboration and response times.
• Communication & Relationship Building: Clearly conveys technical concepts to non-technical audiences, maintaining professionalism in high-stakes conversations.
• Problem-Solving & Process Improvement: Identifies root causes, driving scalable solutions and long-term efficiency gains.
• Leadership & Mentorship: Guides junior team members, develops client enablement resources, and ensures high-quality project execution.
• Business Impact & Technical Strategy: Shapes team goals, influences major initiatives, and proactively optimizes scalability.
• Cross-Functional Collaboration: Partners with Product, Support, and Leadership to resolve systemic issues and improve customer self-sufficiency.
• Independence & Operational Excellence: Thrives in fast-paced environments, highly organized, and operates with minimal supervision.

What You’ll Do:

NetDocuments is seeking a strategic, data-driven Manager of Customer Success to lead our SMB/Mid-Market CS team—a high-performing group of 6 CSMs responsible for approximately 6,000 accounts. This role is a people management position responsible for leading and developing a team of Customer Success professionals, and requires prior experience managing direct reports rather than functioning as an individual contributor. This is not a traditional high-touch management role. The ideal candidate understands how to design and operationalize scalable, tech-touch and one-to-many engagement models that drive measurable outcomes across a large account base.

You will own the team’s Gross and Net Revenue Retention performance, build programmatic customer journeys, and leverage platforms including Gainsight, Salesforce, and AI-powered tools (including Claude) to automate, monitor, and optimize customer health at scale. This role reports directly to the VP of Customer Success.

You will: 

Team Leadership & Development

• Lead, coach, and develop a team of 6 SMB/Mid-Market CSMs, fostering a high-accountability, high-support culture
• Set clear performance expectations tied to GRR, NRR, health scores, and engagement activity
• Conduct regular 1:1s, pipeline reviews, and skill development sessions
• Build career pathing frameworks and succession plans within the CS org

Tech-Touch & Scalable Engagement Model

• Design, build, and continuously optimize a tech-touch model that serves long-tail accounts with minimal manual effort
• Create one-to-many programs including automated email journeys, in-app campaigns, digital success centers, webinar series, and knowledge base content
• Play a key role in defining and revamping the NetDocuments customer portal and community—shaping the strategy, content structure, and engagement model that will serve as a primary self-service and peer-learning destination for thousands of customers
• Define clear segmentation criteria that determine which accounts receive high-touch, low-touch, or tech-touch coverage
• Leverage AI tools to assist CSMs in drafting communications, identifying risk signals, and accelerating customer research

Retention & Revenue Growth

• Own team-level GRR and NRR targets; develop and execute strategies to hit and exceed them
• Build renewal forecasting processes in coordination with the Renewals team
• Identify and operationalize expansion signals (upsell, cross-sell) through Gainsight and Salesforce data
• Serve as an escalation point for at-risk accounts; partner with Sales and Support to resolve churn risks

Playbook & Process Development

• Develop and maintain customer journey playbooks from onboarding through adoption, renewal, and expansion
• Build risk escalation playbooks with clear ownership, SLAs, and handoff protocols
• Create standardized QBR/EBR templates and coaching guides for the CSM team
• Continuously test, iterate, and document playbooks based on outcome data

Data, Health Scoring & Analytics

• Own customer health score design and calibration in Gainsight across all account segments
• Establish dashboards and reporting cadences for leadership visibility into team KPIs and account risk
• Analyze behavioral and usage data to identify leading indicators of churn and expansion
• Drive a culture of data-informed decision making within the team

Cross-Functional Collaboration

• Partner with Sales to ensure seamless handoffs, expansion pipeline visibility, and joint account planning
• Collaborate with Marketing to co-develop customer campaigns, case studies, and advocacy programs
• Work with Product to surface customer feedback, influence roadmap prioritization, and close the loop on issues
• Own participation in NPS and CSAT feedback programs—analyze results at the team and segment level, identify systemic themes, and drive cross-functional change initiatives that measurably improve the customer experience and sentiment scores over time
• Align with the Renewals team on renewal forecasting, risk flags, and upsell opportunity creation

What You’ll Need to be Successful:

• 5+ years in Customer Success, Account Management, or a related customer-facing role within a B2B SaaS company
• 2+ years of direct people management experience leading a CS team
• Demonstrated track record of improving GRR and NRR year-over-year in an SMB or mid-market segment
• Hands-on experience building and running a tech-touch or digital CS model at scale (500+ accounts or more)
• Proficiency with Gainsight—including playbook creation, health scoring, journey orchestration, and reporting
• Proficiency with Salesforce—opportunity management, reporting, and integration with CS workflows
• Experience designing and managing one-to-many CSM programs (webinars, campaigns, digital success centers)
• Ability to analyze customer data, identify trends, and translate insights into actionable strategies
• Bachelor’s degree in Business or a related discipline, or equivalent professional experience

What Will Make You Stand Out:

• Experience in the legal technology or legal services industry
• Experience using AI tools in a professional CS or operations context, including: large language models such as Claude (Anthropic) and ChatGPT (OpenAI) for drafting communications, summarizing account context, and accelerating research; Microsoft Copilot for productivity workflows within Office 365; and AI features embedded in Gainsight or Salesforce (e.g., predictive health scoring, generative email assist). Candidates should be able to speak to specific use cases where AI reduced manual effort or improved team output
• Experience managing CSMs who each own 500–1,500 accounts in a pooled or segmented model
• Gainsight certification or equivalent platform credential
• Experience with digital adoption platforms (e.g., Pendo)
• Familiarity with content management or document management solutions
• Experience building VOC (Voice of Customer) programs and NPS/CSAT measurement loops

What You’ll Love About NetDocuments:

• The People! 
• 90% healthcare premiums company covered 
• HSA company contribution 
• 401K match at 4% with immediate vesting 
• Flexible PTO (typically 3 to 4 weeks a year) 
• 10 paid holidays 
• Monthly contributions for life activities & wellness 
• Access to LinkedIn learning with monthly dedicated time to explore 

Compensation Transparency: 

The compensation range for this position is:  $120,000 - $130,000 plus 20% variable bonus

The posted cash compensation for this position includes on target earnings, base salary and variable if applicable. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related considerations  

#LI-HYBRID

We are seeking a detail-oriented and customer-focused Customer Service Agent to join our Operations team.

Role and Responsibilities:          

This role serves as a key point of contact for our customers, delivering high-quality support across wireline products and services. The ideal candidate will be proactive, solutions-driven, and committed to providing an exceptional client experience through both phone and email interactions.

• Serve as the primary point of contact for customer inquiries via phone and email
• Provide support for orders, service requests, and general account inquiries
• Troubleshoot service-related issues and submit repair tickets as needed
• Take ownership of customer concerns, driving resolution and escalating when appropriate
• Deliver accurate product and service information, including features, terms, and capabilities
• Process customer orders, forms, and service requests with accuracy and efficiency
• Route inquiries to appropriate internal teams when necessary
• Document all customer interactions in accordance with standard operating procedures
• Identify trends in customer issues and communicate insights to management
• Conduct follow-ups to ensure timely and satisfactory resolution
• Participate in cross-functional projects aimed at improving processes and service delivery
• Support additional operational tasks and responsibilities as assigned

Desired Skills and Experience:                                                 

• Full time / In office - Salt Lake City, Utah
• Bachelor’s degree preferred
• Minimum of 3 years of experience in customer service or account management
• Experience within the telecommunications industry is a plus
• Strong problem-solving and communication skills (written and verbal)
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Project)

*The salary range reflected is a good faith estimate of base pay for the primary location of the position. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay for this position is up to $20 / hour. Pay varies by work location and may also depend on job -related knowledge, skills, experience and abilities of the successful candidate. Your recruiter can share more about the specific salary range for the job location during the hiring process.

Keywords: #SaltLakeCity, Salt Lake City, #CustomerSupport, #CustomerService, CustomerService, Customer Service, #ClientExperience, #CustomerService, #Wireline, Wireline, #Wireless, Wireless, #Technical Support, #Bachelors, Bachelors, Client Experience, Customer Service, Technical Support, Account Management, Support Technician, Customer Support Account Specialist, #Customer Support Account Specialist, Account Manager, Inbound, #Telecom, Telecom, #Telecommunications, Telecommunications, Verizon, ATT, #Verizon, #ATT, T-Mobile, #TMobile, Indeed, LinkedIn, #Indeed, #LinkedIn, Telecommunication Jobs, #TelecommunicationJobs, Google, SimplyHired

Breeze is hiring- join us!

The A220 Ground Instructor provides ground-based instruction for new hire as well as recurrent ground training for pilots in the Airbus fleet. This position conducts ground training for all categories of training for pilots (and in the case of Joint CRM, Dispatchers, Flight Attendants, and Maintenance personnel, as well).

Here's what you'll do

• Ensure course content meets regulatory requirements
• Coordinate with the Manager, Ground Training Systems to ensure standardization of curriculum materials
• Prepare and maintain accurate, error-free training records and documentation
• Maintain classrooms and other training facilities in a clean, neat condition
• Continuously review company, industry, government, and related publications to keep current on methods, procedures, policies and regulations
• Participate in the development and presentation of any special department or company training efforts
• Maintain a personal appearance, conduct and demeanor consistent with the professional, customer-oriented manner expected of flight crewmember personnel
• Instruct curriculum segments common to other training programs
• Prepare and maintain presentations and provide classroom training
• Assist in the planning, coordination, and scheduling of classroom training
• Other duties and assigned by the Manager, Ground Training Systems
• Achieve performance measures and adhere to established standards in conjunction with Breeze Aviation Group Values of Safety, Kindness, Integrity, Ingenuity, and Excellence

Here's what you'll need to be successful

Minimum Qualifications

• 2+ years of aviation instructor experience
• Authorized to work in the United States
• Satisfactorily complete required training
• Familiarity with the Microsoft Office suite
• Strong attention to detail, organization, and time management skills
• Self-starter must have a positive attitude and strong desire for success
• Complete projects on time with minimal supervision, ability to work varied hours when necessary to meet deadlines
• Must pass a DOT pre-employment drug test
• Must pass a TSA required fingerprint-based criminal history records check and a Breeze background check
• Ability to read, write, speak, and understand the English language
• May require travel

Preferred Qualifications

• Previous Part 121 flight crewmember experience
• Previous airline or aviation classroom teaching experience

Skills/Talents

• Exemplifies Breeze’s safety culture, values, and mission
• Excellent oral and written communication skills
• Excellent problem-solving skills
• Ability to work with individuals and teams at all levels in the organization

Perks of the Job

• Health, Vision and Dental
• Health Savings Account with Breeze Employee Match
• 401K with Breeze Employee Match
• PTO
• Travel on Breeze and other Airlines too!

• Successfully help team members close new business 
• Master the ability to evangelize the Podium story 
• Achieve and exceed team monthly and quarterly quotas 
• Align Podium solutions with prospect business objectives/needs 
• Build new territories
• Hire and scale your team
• Comfortable leading with radical candor and are willing to have tough conversations