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

We are looking for a highly customer-obsessed, strategic, and execution-driven Product Manager to own key product areas across Workstream’s platform.

In this role, you will define your product area’s strategy, roadmap, and long-term vision—owning everything from customer discovery and hypothesis development to execution, iteration, and measurable business outcomes. You will be responsible for shaping the product story, setting north star metrics, and driving investments that improve how hourly businesses hire, manage, and retain their workforce.

This role is ideal for someone who thrives in fast-paced startup environments, loves spending time with customers, and combines strategic thinking with relentless execution. You will work cross-functionally across Engineering, Design, Sales, Customer Success, Business Development, and Leadership to identify opportunities, prioritize resources, and bring impactful products to market.

What You’ll Do

• Own product strategy, roadmap, and execution for a core Workstream product area
• Define product vision, north star metrics, and success criteria aligned with company priorities
• Spend significant time with customers, users, and customer-facing teams to identify patterns, pain points, and emerging market opportunities
• Partner closely with Sales, Customer Success, Business Development, and Operations to gather business requirements and translate them into scalable product solutions
• Build and manage relationships with strategic external partners (e.g. job boards, integrations, ecosystem partners) and continuously improve product capabilities through these partnerships
• Conduct market, competitive, and customer research to develop and validate product hypotheses
• Take a hypothesis-driven, experimentation-first approach to product discovery and iteration
• Write detailed product specifications, user stories, and UX requirements that enable high-quality execution
• Collaborate closely with Engineering and Design teams to ship products quickly while balancing speed, quality, and long-term scalability
• Be highly resourceful and pragmatic in solving customer problems—whether through automation, integrations, operational workflows, or lightweight solutions
• Drive alignment across Product, Engineering, Design, GTM, and executive stakeholders
• Present product strategy, roadmap progress, and business impact across all levels of the organization

What We’re Looking For

• 5-7+ years of Product Management experience, ideally in SaaS, growth, marketplace, or startup environments
• Experience utilizing AI to make you and your team more effective
• Understanding of AI landscape and tools
• Experience working in a fast-paced, scaling startup (typically <500 employees) or demonstrated ability to thrive in high-growth environments
• Proven track record of owning product initiatives from concept through launch (0→1) and iteration (1→N), incorporating both Go To Market and PLG motions
• Strong customer empathy and genuine enthusiasm for talking directly with users
• Excellent analytical, strategic, and hypothesis-driven problem-solving skills
• Exceptional written and verbal communication skills with the ability to influence cross-functional stakeholders
• Strong partnership skills across Engineering, Sales, Customer Success, Marketing, and Operations
• Ability to move quickly, prioritize effectively, and operate with resourcefulness in ambiguous environments
• Experience writing product specs, user stories, and translating business needs into product execution

Bonus Points

• Experience in growth product management or marketplace products
• Experience with HR tech, hiring, payroll, scheduling, workforce management, or local business software
• Familiarity with job board ecosystems, integrations, or external platform partnerships
• Experience working with offshore or distributed engineering teams
• Background in hourly work industries such as restaurants, retail, hospitality, or frontline operations
• Experience with one or more of the following product categories: HRIS, Payroll, Scheduling, Time & Attendance, or Hiring

What We Offer

• A mission-driven and value-based company dedicated to empower deskless workers and local businesses
• An early employee opportunity at a Series B hyper-growth startup; work with the founding team and industry veterans to accelerate your career
• Competitive salary and equity
• Comprehensive health coverage: medical, dental, and vision. We pay 95% of your premiums for our employees and 85% for dependents
• 401K Plan
• Pre-tax commuter benefits
• Flexible PTO

Location Requirements

While we are looking for the best talent globally, the ideal candidate will be based in the San Francisco Bay Area to collaborate closely with our HQ. We are also open to candidates in Vancouver and Utah who can effectively manage the travel requirements between our primary hubs.

Salary Range

In compliance with the California Pay Transparency Law, the base salary range for this role is between $150k to $170k base in San Francisco. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.

About the Role

Flex is seeking a Revenue Operations Manager to build, own, and scale the operational backbone for our New Verticals  division — Flex's expansion beyond rent into non-rent split-pay verticals. Reporting to the Head of Revenue Operations, you'll be the first dedicated RevOps hire to support New Verticalsr, responsible for standing up the systems, processes, and data infrastructure that will power this division through its next phase of growth.

New Verticals is exiting its experimental phase with clear product-market signal and aggressive growth targets. You'll work closely with Business Development,Sales and cross-functional leadership to architect the GTM engine from the ground up — Salesforce configuration, pipeline management, routing, reporting, and the full revenue tech stack. This is a build role: you'll define the playbook, not inherit one.

This is an ideal role for someone who thrives in ambiguity, has stood up RevOps infrastructure before, and wants to shape the operational foundation of a high-growth division.

What You'll Do

Systems Architecture & Ownership

• Build and own the Salesforce environment for New Verticals — objects, fields, page layouts, record types, validation rules, flows, and automations tailored to non-rent split-pay sales motions.
• Design and implement revenue tech stack integrations (CRM, enrichment, routing, marketing) to support NV's distinct sales process and team structure.
• Establish system architecture standards, documentation, and governance that can scale as the division grows from a small team to a full GTM org.
• Serve as the primary systems expert for New Verticals — owning troubleshooting, enhancements, and feature requests end-to-end.

Process Design & GTM Enablement

• Architect the  sales process from lead-to-close — stage definitions, pipeline management, forecasting methodology, and deal hygiene standards.
• Design and deploy routing rules, territory logic, and assignment workflows specific to go-to-market motions (biller channel, D2C, consumer cross-sell).
• Partner with Revenue Operations leadership to align on New Verticals  processes with company-wide RevOps standards while accommodating the division's unique needs.
• Build scalable onboarding workflows and enablement materials for new  hires as the team scales rapidly.

Data, Reporting & Analytics

• Define and maintain core operating metrics — TPV, pipeline velocity, conversion rates, and division-specific KPIs.
• Build dashboards and reports that give Revenue team leadership real-time visibility into pipeline health, forecast accuracy, and team performance.
• Ensure data quality and integrity through validation rules, audits, deduplication, and governance practices.
• Partner with Data and BI teams to ensure data flows cleanly into Snowflake and downstream analytics.

Cross-Functional Leadership

• Act as the operational bridge between the team’s Business Development,Sales, Partner Success, and the broader RevOps team.
• Translate business requirements into system design — converting ambiguous asks into reliable, repeatable processes.
• Represent the  operational needs in company-wide RevOps planning, tool evaluations, and architecture decisions.
• As the division scales, help scope and build the New Verticals  RevOps function — contributing to hiring plans, role definitions, and team structure.

Who You Are

Qualifications

• 5+ years of experience in Revenue Operations, Sales Operations, or GTM Operations, with at least 2 years in a senior or lead capacity.
• Deep Salesforce expertise — you've configured and built environments, not just maintained them. Salesforce Administrator Certification preferred.
• Demonstrated experience standing up RevOps infrastructure for a new or rapidly scaling business unit, division, or company.
• Familiarity with GTM systems such as Outreach, LeanData, Clay and  HubSpot Marketing..
• Experience with AI-assisted operational tooling (e.g., Claude, Claude Code) is a plus.

Skills & Attributes

• Builder mentality — you're energized by creating from zero, not just optimizing what exists.
• Strong architectural thinking — you design systems and processes that scale, not just ones that work today.
• Comfort with ambiguity — you can define scope, make tradeoffs, and move forward when the playbook doesn't exist yet.
• Exceptional cross-functional communication — you translate between technical and business stakeholders fluently.
• High ownership and accountability — you treat the division's operational success as your own.
• Detail-oriented execution paired with strategic perspective — you can wire up a validation rule and advise on GTM process design in the same afternoon.

Compensation

Flex takes a market-based approach to pay, and compensation may vary depending on your primary work location. Work locations are categorized into one of three tiers based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be commensurate with their experience, qualifications, and Flex’s internal leveling guidelines and benchmarks.

• Tier 1 (NYC/SF/Seattle): $136,000—$170,000 USD
• Tier 2: $122,400—$153,000USD
• Tier 3 (SLC): $115,600—$144,500 USD

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!

Our Integrated Marketing team partners closely with product, product marketing, SEO/AEO, CMS, lifecycle marketing, paid media, and web publishing to bring our brand and campaigns to life across every customer touchpoint.

As we expand our search visibility, organic social presence, and cross-channel campaign execution, we are investing in thoughtful, research-backed messaging that supports acquisition, engagement, and brand authority in the legal tech space.

About your role

• As a Content & Social Marketing Intern, you’ll support high-volume copy production across lifecycle marketing, paid media, website/AEO updates, and organic social channels. This is an early-career opportunity ideal for someone building foundational skills in copywriting, content strategy, and social marketing within a fast-paced SaaS environment.
• You’ll collaborate closely with marketing managers, designers, and video partners to adapt messaging across formats, support social listening efforts, and contribute to research-backed content. You’ll gain hands-on experience translating brand voice into multi-channel marketing assets that support growth and visibility.

How you will make a difference day to day

Support Cross-Channel Copy Execution

• Create and adapt campaign messaging across email, paid media, social, and website formats.
• Draft copy for recurring marketing initiatives, seasonal moments, and GTM launches.
• Ensure consistency in brand voice across channels and asset types.
• Update situation-based landing pages as new guidelines and formats are established.

Support Organic Social & Community Engagement

• Assist with social listening and trend monitoring to identify timely content opportunities.
• Draft responses and engage in comments across social platforms.
• Research competitors and industry conversations to inform positioning.
• Contribute ideas for social series or content pilots aligned with growth goals.

Research & Operational Support

• Conduct research for positioning claims, survey data, and performance-backed messaging.
• Organize shared documents, content libraries, and workflow trackers.
• Document recurring marketing processes and content guidelines.

Cross-Functional Collaboration & Growth

• Collaborate with the design, social, web publishing, and SEO/AEO teams to understand campaign goals and channel requirements.
• Participate in creative reviews and feedback sessions.
• Learn how messaging supports SEO/AEO, paid performance, and organic growth strategies.
• Develop foundational skills in brand storytelling, performance marketing, and content optimization.

What you’ll need

• Currently pursuing or recently completed a degree in Marketing, Communications, Journalism, Social Media, or a related field.
• Strong written communication skills with attention to tone and clarity.
• Interest in copywriting, content strategy, and social media marketing.
• Ability to manage multiple small projects and meet deadlines.
• Comfort receiving feedback and iterating on written work.
• Curiosity about digital marketing, search visibility, and audience engagement.

A plus if you have 

• Basic understanding of social media platforms and other marketing channels like email, paid ads, etc. 
• Familiarity with tools such as Figma (for collaboration), Sprout Social, and Google Docs.
• Portfolio showcasing writing samples (academic, freelance, or personal projects).
• Interest in legal tech, SaaS, or educational content.

Interview Process

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

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

THE ROLE

As a Manager, Technical Services at Everpure, you will lead and scale a high-performance team of engineers dedicated to the 24x7 monitoring and health of our customer arrays. Your mission is to ensure world-class service delivery by transforming technical front-line support into a proactive, outcome-driven organization. You will collaborate closely with Engineering and Product Management to bridge the gap between customer feedback and product innovation, ensuring our clients solve complex problems with unprecedented speed.

WHAT YOU'LL DO

• Lead and Scale Talent: Own the end-to-end lifecycle of your team by recruiting top-tier technical talent and implementing performance management frameworks that drive professional growth and operational excellence.
• Optimize Operational Efficiency: Drive process improvements and scalability initiatives that reduce time-to-resolution, ensuring the Technical Services team can support our growing global customer base without sacrificing quality.
• Champion Customer Success: Serve as a critical escalation point for high-priority customer concerns, coordinating across internal departments to resolve complex issues and maintain Everpure’s reputation for reliability.
• Strategic Cross-Functional Collaboration: Partner with stakeholders in Engineering and Sales to provide technical insights that influence the product roadmap and improve the overall customer experience.
• Front-Line Readiness: Oversee shift scheduling and on-call rotations to ensure 24x7 coverage, maintaining a constant state of readiness for any critical system events.

WHAT YOU BRING

• Experience: 5+ years of experience in customer-facing, technical services related work and 3+ years of experience in direct leadership as a people manager
• Proven Leadership: Demonstrated ability to manage, mentor, and develop technical teams within a customer-facing environment, focusing on building a culture of accountability and innovation.
• Technical Troubleshooting Expertise: Comprehensive understanding of troubleshooting complex hardware and software systems, specifically involving data storage, OS foundations (Linux, Windows, VMware), or similar enterprise technologies.
• Strategic Problem Solving: A track record of identifying operational bottlenecks and implementing scalable solutions that improve team productivity and customer outcomes.
• Communication & Influence: Strong verbal and written communication skills with the ability to translate technical challenges into actionable insights for both customers and executive stakeholders.

Location: We are primarily an in-office environment and therefore, you will be expected to work from the Lehi office in compliance with Everpure’s policies, unless you are on PTO, or work travel, or other approved leave.

 #LI-ONSITE

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.

Compensation & Schedule

• Pay: $24.25/hr (Potential for Night Shift Differential)
• Schedule: 2-2-3 Rotating Schedule (12.5-hour shifts)
• Shifts: Day (6:00 AM – 6:30 PM) | Night (6:00 PM – 6:30 AM)

Career Growth: The Step Up Program We are looking for "Growth Minded" individuals. Through our Step Up Program, you have the opportunity and expectation to prepare yourself to reach Operator 2 status within 90–120 days. This milestone recognizes your ability to run high-speed lines independently and includes a formal title change and a pay increase.

Key Responsibilities

• Line Operation: Set up and operate high-speed packaging machinery to meet daily production timelines.
• Quality Control: Inspect final product, boxes, and seals to ensure they meet our superior quality standards.
• Inventory Flow: Utilize ERP systems for material movements and tracking through the packaging area.
• Troubleshooting: Perform minor equipment changeovers and basic maintenance to ensure line efficiency.

GMP & Appearance Standards As an essential worker in a food manufacturing facility, the following standards are mandatory:

• Uniforms: We provide full uniforms for all staff.
• Footwear: Specific safety footwear is required.
• Prohibited Items: To prevent contamination, no jewelry, fake eyelashes, fake nails, or nail polish are permitted on the line—no exceptions.
• Physical: Ability to work in a fast-paced environment and lift products/totes weighing up to 50 lbs.

Employee Benefits

• Full Insurance: Medical, Dental, and Vision coverage.
• Paid Time: PTO, Vacation, and Holiday Pay.
• Company Values: Respect, Stronger Together, Integrity, Solutions Focused, and Growth Minded.

The Interview Process

1. Phone Screen: A conversation covering your experience, logistics, and the 2-2-3 schedule.
2. In-Person Interview: A meeting with the Hiring Manager to discuss technical skills and cultural fit.

Director of Customer Support

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. 

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

We are seeking an experienced Director of Customer Support to lead and grow our Technical Support Specialists and Tier I and Tier II support teams. As a growing organization, we need someone with experience in scaling customer support operations in a dynamic software environment. You'll be responsible for driving excellent customer experiences, ensuring our support teams deliver timely and effective solutions, and continuously improving processes to support our expanding customer base.

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

What You’ll Do:

• Lead, mentor, and manage a team of Tier I and Tier II support agents, ensuring they deliver high-quality customer service across multiple channels (email, chat, phone).
• Develop and implement scalable processes and best practices to improve team efficiency and customer satisfaction.
• Identify and implement opportunities to leverage AI for process enhancement.
• Monitor key performance indicators (KPIs) such as response times, resolution rates, and customer satisfaction scores, and report on these metrics regularly.
• Collaborate with other departments (Product, Engineering, Sales) to ensure the support team is equipped with the necessary knowledge and tools.
• Manage escalation processes to ensure timely resolution of complex or high-priority issues.
• Identify trends in support cases to proactively address common customer challenges and suggest product improvements.
• Maintain and enhance customer support platforms and tools, ensuring they are optimized for a growing team.
• Ensure proper documentation of support workflows, troubleshooting guides, and internal processes.
• Oversee training and development programs for the support team to continuously improve their technical knowledge and customer service skills.
• Advocate for customer needs within the organization and help align support efforts with broader company goals.

What We’re Looking For:

• 6+ years of experience managing customer support teams, ideally in a SaaS or software-focused environment.
• Proven track record of scaling support teams and improving operational efficiencies in a fast-paced, high-growth setting.
• Experience with AI tools to better Customer Support.
• Strong leadership and coaching skills, with the ability to foster a collaborative, results-driven team culture.
• Experience working with customer support platforms
• Excellent problem-solving and analytical skills, with the ability to derive insights from data and apply them to improve support performance.
• Strong communication skills, both verbal and written, with the ability to interact effectively across teams and with customers.
• Ability to adapt and thrive in a constantly evolving software environment.
• Bachelor’s degree in a related field preferred.

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.

💡 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.

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

Interviewing @ Canopy:

We know application processes can be a little stressful. Here’s are the stages of a typical interview process:

• 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 a Senior Manager, Product Design to lead the design and research efforts shaping our next generation of products, including AI-powered experiences that are transforming how legal professionals draft, review, and organize their work. 

In this role, you will lead a multidisciplinary UX team, define how AI capabilities are integrated into the product, and partner closely with Product and Engineering leadership to deliver intuitive, trustworthy, and high-impact user experiences. You will operate at the intersection of design leadership, product strategy, and emerging AI technologies, influencing both product direction and how design operates across the organization. 

You will: 

Drive AI Product Strategy & Experience Vision 

• Lead UX strategy for AI-powered products, partnering with product and engineering leadership to shape roadmap priorities and long-term experience vision. 

• Define how AI surfaces in the product, including patterns for trust, transparency, explainability, and user control. 

• Guide product direction by balancing customer needs, business goals, and technical feasibility. 

• Represent design in planning, roadmap, and executive-level discussions, influencing decisions through data, research, and design expertise. 

Define Design Systems & Scalable Experience Patterns 

• Own and evolve design system strategy, including governance, contribution models, and cross-team adoption. 

• Establish design patterns for AI interactions, such as conversational interfaces, progressive disclosure, confidence indicators, and feedback loops. 

• Ensure consistency, scalability, and quality across all product surfaces. 

• Drive alignment between AI capabilities and the broader product ecosystem. 

Elevate Craft & Design Quality Across Teams 

• Set and maintain a high bar for design quality across interaction design, visual design, content, and system thinking. 

• Establish design review processes, quality standards, and evaluation methods including accessibility and usability best practices. 

• Define what great AI-powered professional workflows look like and ensure consistent execution across teams. 

Lead Team & Influence Design Culture 

• Lead, mentor, and grow a team of product designers and UX researchers, fostering strong performance, collaboration, and career development. 

• Champion the adoption of AI tools within the design organization to accelerate research, prototyping, and design workflows. 

• Identify opportunities to integrate AI into team processes to improve efficiency and output quality. 

• Partner with product, engineering, and research leadership to evolve design operations, processes, and organizational effectiveness. 

• Promote a culture of inclusive design, continuous improvement, and evidence-based decision-making. 

What You’ll Need to Be Successful 

• 8+ years of UX experience, with 4+ years managing designers and/or researchers. 

• Experience leading UX across multiple teams or product areas in complex SaaS or enterprise environments. 

• Strong foundation in user-centered design, UX research, and design systems. 

• Proven ability to influence product strategy, align stakeholders, and communicate effectively at all levels, including executive leadership. 

• A portfolio demonstrating design leadership, systems thinking, and measurable user and business impact. 

• Ability to operate in ambiguity, balance strategic vision with execution, and manage multiple priorities. 

• Strong collaboration skills with product and engineering partners. 

• AI & Emerging Technology Experience 

• Experience designing AI-powered or intelligent product features, such as conversational interfaces, recommendations, or AI-assisted workflows. 

• Understanding of AI-specific UX challenges including trust, explainability, and graceful failure. 

• Familiarity with AI tools such as Claude, ChatGPT, or similar, and their application in design workflows. 

• Curiosity and a growth mindset toward emerging technologies and their impact on product and design. 

What Will Make You Stand Out 

• Experience designing for legal technology or other regulated, complex domains. 

• Experience scaling design systems and practices across multiple teams. 

• Demonstrated success integrating AI into both product experiences and internal team workflows. 

• Strong perspective on the future of AI in professional software and UX design. 

What You’ll Love About NetDocuments   

• The People!   

• 90% healthcare premiums company covered   

• HSA company contribution   

• 401K match at 4%   

• 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: $160,000 - $180,000 

The posted cash compensation for this position includes on-target earnings. Individual compensation packages are determined based on factors such as experience, skills, location, and other job-related considerations. 

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

About the Role

iCapital is seeking a strategic, hands-on, and results-driven Assistant Vice President or Vice President Program Manager to join the Product Operations team, directly supporting the Pre-Investment vertical. This role will lead the planning and execution of multiple complex, highly technical software development initiatives that are critical to firm-wide priorities. The ideal candidate brings a strong track record of delivering enterprise-scale technology projects in financial services, thrives in a fast-paced environment managing concurrent workstreams, and operates as a true partner to Product and Engineering leadership. They are comfortable working with globally distributed teams, leveraging AI-powered tools to accelerate execution, and stepping directly into problems to drive resolution independently and with urgency.

Responsibilities

• Own and drive the end-to-end delivery of multiple concurrent strategic software initiatives across the Pre-Investment vertical, ensuring alignment with business goals, timelines, and resource plans.
• Build trusted relationships with product and engineering leads, understand strategic priorities and technical tradeoffs, and co-own delivery outcomes alongside both disciplines.
• Lead cross-functional collaboration with the Product, Engineering, UX, Legal, Compliance, and Sales teams to ensure seamless execution and stakeholder alignment across distributed, multi-location teams.
• Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies across a portfolio of technically complex initiatives.
• Diagnose root causes, drive resolution directly, and escalate when necessary, with clear context and recommendations.
• Use analytical reasoning to assess program performance, identify areas for improvement, and lead efforts to improve efficiency and effectiveness within the team.
• Serve as a power user and operational owner of Monday.com, designing and maintaining boards, dashboards, automations, and workflows that drive transparency, accountability, and timely delivery across teams. Ensure Monday.com is the source of truth for roadmap tracking, status reporting, and cross-functional visibility.
• Maintain deep operational fluency in JIRA and Confluence, actively using JIRA for sprint-level tracking, backlog management, and engineering alignment, and Confluence for documentation, decision logs, and durable program artifacts. Operate seamlessly across all three platforms (Monday.com, JIRA, Confluence) as an integrated toolkit.
• Prepare and present project status reports, dashboards, and performance metrics to leadership and cross-functional stakeholders.
• Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus.
• Leverage AI tools, including Microsoft Copilot and Anthropic's Claude to accelerate operational workflows such as drafting communications, synthesizing meeting notes, analyzing project data, generating status summaries, and improving the speed and quality of program execution outputs.

Qualifications

• 7-10+ years of relevant experience within program management, project management, or business analysis roles
• Proven experience delivering multiple complex, technically deep software projects simultaneously in financial services or fintech environments
• Demonstrated ability to partner directly with product and engineering leadership, understanding product strategy, technical architecture, sprint mechanics, and delivery tradeoffs well enough to co-own outcomes, not just track them
• Experience working effectively with globally distributed teams 
• Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders
• Able to operate independently with minimal direction and take direct ownership of problems from identification through resolution
• Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset
• Deep understanding of Agile methodologies and advanced proficiency across the full toolset (i.e. Monday.com, JIRA, and Confluence)
• Operational rigor with a focus on process improvement, workload distribution, and team enablement
• Experience peer-influencing projects and fostering a culture of accountability and growth
• Hands-on experience with AI productivity tools, specifically Microsoft 365 Copilot (for email, Teams, document drafting, and meeting synthesis) and Anthropic Claude (for analysis, summarization, and operational content generation)
• Comfort experimenting with AI-assisted workflows to improve team velocity, reduce manual overhead, and enhance the quality of executive-facing deliverables
• PMP, SAFe, CSM, or CSP certifications are a plus

Benefits

The base salary range for this role is $120,000 to $150,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About The Role

As Quality Assurance Manager you will assist with the of development Quality Assurance and Food Safety programs.  The Quality Manager is responsible for ensuring adherence to company policies, food safety standards, government regulations, and industry best practices including GMP and HACCP/HARPC. The QA Manager will integrate quality assurance into all functions and roles.  

The Critical Success Factors

You will be most successful if you: 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.    

• Implement and maintain Quality policies and procedures at all levels within the facility.
• Foster and maintain positive Food Safety and Quality culture within the facility.
• Monitor and verify corrective and preventive action procedures for troubleshooting production concerns and customer product issues.
• Manages team building and evaluates the skills and training needed of the hourly QA team members. Participates in and contributes to the continuous improvement of the department.
• Develop and execute training programs that support the Company’s objectives regarding quality and food safety
• Support other departments in accordance with business requirements
• Effectively implement and maintain quality assurance programs to ensure company compliance with all FSMA, 21 CFR Part 117, GFSI, local regulations, and customer requirements.
• Ensure the company’s Food Safety compliance to new or revised local, state or federal regulations as outlined by the Food and Drug Administration. Remain current on trends and changes affecting Food Safety. 
• Manage the GMP Audit process by inspecting the facility and production floor to ensure compliance with food specifications and food safety practices. Facilitate the process through training across departments, performing & completing GMP Audits and associated reports in a timely manner. 
• Ensure adherence to manufacturing specifications, standards, protocols and procedures.
• Ensure adherence to document control parameters and continuously monitor production records which validate product produced is within specification, is traceable, and is safe to the consumer.
• Serves as alternate GFSI Practitioner
• Serve as alternate to hold and release
• Ensures Food Safety system verification and validation activities are completed according to specified schedule.
• Ensures Pre-requisite programs are completed according to a specified policy and schedule.
• Ensures adherence to all quality procedures and policies.
• Maintain overall responsibility for Key Performance Indicators & inputs to department budget
• Lead and manage regulatory and 3rd party audits such as GFSI, Organic, Kosher, customer audits and FDA regulatory visits.
• Perform other duties as assigned by Director of Quality. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

The Minimum And/or Technical Requirements  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The following list that follows is representative of the knowledge, skill and/or ability required: 

• Bachelor's degree from four-year College or university in Science, Food Science or related field, or 5 plus years QA food processing experience. 
• Ability to define problems, 
• Collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. 
• Certifications in HACCP, SQF, PCQI, statistical process control and analysis or related experience and/or training; or equivalent combination of education and experience. (May be required to provide proof of certifications) 

LANGUAGE SKILLS  

Ability to read, analyze, and interpret common scientific and technical journals, and legal documents.  Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.  Ability to effectively present information to top management, public groups, and/or boards of directors.  

PHYSICAL DEMANDS  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  

While performing the duties of this job, the employee is regularly required to talk or hear.  The employee is required to sit, stand, walk and use hands to reach.  The employee must occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.  

WORK ENVIRONMENT  

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate. 

POSITION TYPE/EXPECTED HOURS OF WORK  

This is an Exempt position.  

Senior Business Systems Manager 

Canopy, South Jordan, UT, Hybrid

About Us

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

Click here to see why our clients love Canopy.

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

The Opportunity

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

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

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

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

What You’ll Do:

System Ownership

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

Program Management

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

Partnership & Strategy

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

What We’re Looking For

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

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

Why You Want to Work Here

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

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

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

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

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

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

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

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

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

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

Our Values

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

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

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

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

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

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

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

Interviewing @ Canopy

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

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

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

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

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

• 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

Company Overview:

Momentous is a dynamic, fast-growing human performance company offering the highest quality supplements designed to enhance physical and cognitive well-being. At Momentous, we believe that people at their best will produce a positive impact in their personal lives, communities, and, ultimately, the world. No matter our customer's goal or what they want to achieve, we are on a relentless quest to help them get there. We work with some of the greatest minds in science and athletic performance who tap into the latest research and real-world experience to create a portfolio of products designed with one common goal—to help our customers be their best.

What we’re proud of:

• Best in the field. We have built an advanced network of world-renowned experts in the field of human performance.
• Trusted and used by the best. We are honored to work with more than 150 teams in professional and NCAA sports, including Stanley Cup Champions, Tour de France winners, and all NFL Teams.
• Push what’s possible. Named to the prestigious Inc. 5000 list three years in a row (#392 in 2025) as one of the fastest-growing companies in the US. Ranked #4 in the Rocky Mountain Region in 2025. 

POSITION SUMMARY

The Amazon Strategy & Growth Manager will directly drive marketplace growth, business performance, and key commercial decisions in close partnership with the Amazon and Leadership team - owning critical business problems end-to-end, turning data into strategy, and strategy into measurable revenue and profit outcomes.

A high-impact, hands-on operating role for an analytical, commercially minded leader ready to transition from advising to owning real business outcomes as an operator at a fast growing consumer brand. No prior Amazon experience required—this role is designed for candidates with strong first-principles thinking and commercial judgment who can quickly take ownership of a complex business. You will have direct exposure to senior leadership and be expected to influence decisions that materially impact revenue, margin, and growth trajectory.

This role reports to the Director of Amazon.

RESPONSIBILITIES

Business Performance, Reporting & Insights

• Own recurring Amazon reporting: weekly and monthly readouts, KPI tracking, revenue and margin bridges, and issue diagnosis.
• Synthesize complex data into clear, decision-oriented insights and recommendations for senior leadership.
• Identify and act on risks and opportunities across traffic, conversion, inventory, pricing, and profitability—owning both diagnosis and follow-through to resolution.

Strategic Analysis & Financial Modeling

• Build models to evaluate revenue, margin, promotions, pricing, media efficiency, inventory risk, launches, and channel performance.
• Break down ambiguous, high-stakes business problems into structured analyses and identify the highest-leverage decisions.
• Pressure-test plans and forecasts; move quickly from analysis to decision, balancing rigor with strong commercial judgment.

Growth & Channel Strategy

• Partner with the Director of Amazon to drive growth, profitability, and operational excellence across a multi-million dollar channel.
• Identify and prioritize the highest-impact growth opportunities and own execution plans from idea through results.
• Drive key initiatives: new product launches, creative optimization, promotional and pricing planning, reseller mitigation, and assortment strategy.

Cross-Functional Execution

• Lead cross-functional execution across marketing, finance, operations, and supply chain to deliver business outcomes
• Own high-priority workstreams end-to-end—from analysis and alignment through execution and measurable results.
• Operate with urgency and full ownership, taking responsibility for outcomes—not just analysis or recommendations.

QUALIFICATIONS

Education & Experience

• 2–4+ years in a highly analytical or strategic role; bachelor’s required, MBA a plus.
• Background in management consulting (or similar), private equity, investment banking, finance, corporate strategy, high-growth startups, or analytically rigorous operating roles preferred.
• Demonstrated experience building financial models, business cases, dashboards, or strategic recommendations that drove real decisions.
• Amazon, marketplace, or DTC e-commerce experience is a plus, not required.

Skills & Competencies

• Strong Excel / Google Sheets modeling: personally builds the models, doesn’t just delegate.
• Able to break down ambiguous problems, structure analyses, and identify the highest-leverage drivers.
• Fluent in revenue, margin, contribution profit, forecasting, and KPI-based business management, with strong business judgment and prioritization.
• Excellent written and verbal communicator; comfortable working cross-functionally and influencing without authority.

Attributes

• Ready to transition from advising to owning a business—taking full accountability for decisions, execution, and results.
• Resourceful and comfortable operating in a fast-paced, evolving environment with imperfect information.
• Demonstrates full ownership of outcomes, with strong follow-through and a bias for action.
• Hungry, low ego, high accountability, and strong follow-through; positive, direct, and collaborative under pressure.

WHY THIS ROLE

• This role is designed as a launchpad into broader commercial and general management leadership opportunities
• You will gain hands-on experience owning a high-growth revenue channel with direct impact on company performance
• Top performers will have the opportunity to expand scope across channels and take on increasing ownership over time.

Benefits:

• Our fast-paced, high growth environment creates a strong opportunity for professional development born from evolving experiences
• Competitive cash compensation plus employee stock options
• Health/Vision/Dental
• 401k Match
• Unlimited PTO 
• Finish Line Fridays - finish at 3:00 every Friday
• Generous set of observed holidays (18 days of office closure in 2026)
• $1,000 annual perks program to support a high-performance lifestyle
• Access to Momentous products and merchandise 

Location:

This is a hybrid role based out of our Park City headquarters.

EQUAL EMPLOYMENT OPPORTUNITY

Momentous provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to bringing together individuals from different backgrounds and perspectives, and providing employees with a safe and welcoming work environment where everyone can thrive. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

The Impact You’ll Make

Recursion is leading an era of autonomous science – iterating across the discovery process, leveraging machine learning and agents built-for-purpose to uncover novel insights across biology and chemistry, fueling our clinical-stage pipeline. As the Senior Product Manager for Agentic Science, you will sit at the intersection of drug discovery and AI, serving as the critical translator between our scientific teams and the agentic systems they depend on. Your primary focus will be on outcomes: ensuring our agents impact Recursion’s pipeline through demonstrably accelerating discovery.

This role is not about maintaining a static roadmap; it is about navigating the frontier of a rapidly evolving field. You will partner closely with drug discovery scientists to understand their workflows, translate their needs into agent task definitions, and design and maintain the benchmarks that -ensure our agents are driving value. As the field evolves rapidly, you will help the team distinguish real scientific progress from superficially promising results.

In this role, you will:

• Champion Benchmarking for Agentic Science: Drive alignment across scientific and technical teams around evaluation frameworks that measure agent performance against scientifically meaningful outcomes, continuously refining them as the field evolves.
• Drive Outcome-Focused Product Development: Keep the team anchored to what matters: building agents that meaningfully advance drug discovery programs, not just executing tasks.
• Evangelize the "Human-in-the-loop" Evolution: Work with scientific stakeholders to define interfaces where humans review, validate, and shape agent reasoning, ensuring our scientists evolve from "operators" to "architects" of discovery.
• Monitor the Competitive Benchmark Landscape: Track how leading organizations across pharma AI, biotech, and foundation model research are measuring agentic performance. Ensure Recursion's evaluation frameworks stay calibrated against external standards, so our benchmarks reflect genuine scientific progress rather than internally optimized metrics.

The Team You’ll Join 

You will join a cross-functional team of software engineers, data scientists, AI/ML scientists and drug discovery biologists and chemists who build the technical bedrock that enables autonomous science, including agent orchestration, guardrails, and the connectivity between our digital and physical assets. You will work closely with the Discovery teams (the users of these agents), the AI Research teams (who build cutting-edge models), and our automated biology and chemistry lab teams (who generate the data that feeds into the models).

The Experience You’ll Need

• Background in Drug Discovery or AI-driven Science: You have direct experience working in drug discovery, biotech, or AI-driven scientific research. Ideally, you will have worked hands-on with agentic systems (or agents) in a scientific context. You can credibly partner with PhD-level scientists and translate between scientific goals and technical systems without losing fidelity on either side.
• Fluency in Modern AI: You don't need to be an engineer, but you follow the AI landscape closely and understand how LLMs and agentic systems actually work in practice. Bonus points if you've benchmarked an agent(s) or worked hands-on with agentic tools, even outside a formal work context.
• Experimentation-First Mindset: You have a natural instinct for working through rapid prototyping cycles, whether in a product, research, or scientific context. You'd rather run a quick experiment than write a long spec.
• Systems Thinking: You can hold the big picture in mind while working in the details. You think naturally about how multiple agents interact, where they hand off to each other, and where humans need to be in the loop to catch errors, validate outputs, or make judgment calls that agents can't.

Communication & Influence: Strong written and oral skills to align diverse stakeholders (PhDs in Biology, ML and software engineers, AI Researchers) around a unified technical vision.

Working Location & Compensation:

This is an office-based, hybrid position at one of our offices in either Salt Lake City, Utah or New York City, New York. Employees are expected to work in the office at least 50% of the time.

At Recursion, we believe that every employee should be compensated fairly. Based on the skill and level of experience required for this role, the estimated current annual base range for this role is $142,500 - $220,500. You will also be eligible for an annual bonus and equity compensation, as well as a comprehensive benefits package. 

#LI-EP1

• 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.

FIELD SERVICE TECHNICIAN – Level 1, 2 or 3

Purpose of Position:

IEM will provide training on our specific equipment and commissioning process in Ashburn, VA for approximately 4 weeks. You will be responsible for hands-on field service work at customer sites, with a focus on installation of components and subassemblies, and basic commissioning of IEM equipment primarily in data center or industrial applications. This includes, but may not be limited to:

• Attending project meetings as required, including coordination with contractors and clients.
• Installation and modification of electrical or mechanical components and subassemblies which may include: Panelboard interiors, Circuit breakers, Bus bar, Switchgear section doors and subpanels, addition of control components, Power Cabling and control wiring;
• Perform basic testing of modified assemblies (visual, ductor, etc.).
• Perform basic commissioning of switchboards, controls panels, and power products.
• Troubleshooting of electrical circuits and networking equipment.
• Coordinating with Technical Project Manager or manufacturing facilities to find solutions to product or commissioning issues identified by IEM or reported by the customer in the field, and identifying additional field resources needed for installation and replacement parts.
• Performing preventive maintenance, field installations and modifications to existing equipment
• Technical product support

Education and Experience:

• A technical degree or equivalent and 8 yrs+ of experience working in a manufacturing environment, data center or field service role with COMMISSIONING OF LV/MV ELECTRICAL SWITCHGEAR (required for Level 3 candidates).
• Must be a team player and have strong communication skills
• Ability to work independently without direct supervision is a must
• Ability to travel (75%). Must be willing to work evenings and weekends when needed.

• Experience with switchgear and electrical controls system. (required for Level 3)
• Military experience (Plus)
• Ability to read and interpret electrical wiring diagrams (required for level 3)

Compensation

The hourly range for this role is $36.30 -$52.80 per hour, based on location, experience, and qualifications.

About the Opportunity 

NetDocuments is seeking a Technical Trainer with a passion for technology, enablement, and legal industry transformation. This role will deliver comprehensive product and implementation program training to NetDocuments Global Channel Partners, with a growing emphasis on AI capabilities and legal-specific workflows. The Technical Trainer will play a critical role in shaping how partners understand and apply our solutions, particularly in legal, compliance, and professional services environments. 

Reporting to the Senior Manager of AI Success Operations, this role requires not only technical training acumen but also a solid understanding of legal operations, AI-powered document management, and the evolving needs of law firms and legal departments. 

What Your Contributions Will Be:

• Facilitate multi-day training programs (virtual and onsite) across global time zones with legal-industry contextual examples. 
• Collaborate with the Partner Enablement team to design and continuously improve course materials that incorporate AI features, legal-specific workflows, and best practices. 
• Ensure follow-through and program completion with personalized support, coaching, and learning journeys. 
• Stay current on NetDocuments AI functionality, emerging legal technology trends, and legal use cases to keep training highly relevant and practical. 
• Act as a liaison for customers, coordinating across internal teams to resolve issues, representing customer needs, and ensuring aligned support throughout the implementation process.
• Present confidently to customers and internal stakeholders in meetings, project updates, and briefings.
• Support strategic business outcomes, including Net Revenue Retention (NRR), Gross Revenue Retention (GRR), and training delivery KPIs.

What You Will Bring to the Team:

• A deep understanding of how legal professionals use technology, including document management systems, AI-driven search, and workflow automation. 
• The ability to translate technical functionality into business value, particularly in law firms, legal operations, compliance, or corporate legal departments. 
• A learner-first mindset—balancing clarity, empathy, and impact in every training session. 
• Skills in knowledge transfer and curriculum development with an eye toward legal relevance and customer success. 

Required Education and Experience: 

• 3+ years of proven experience as a technical trainer or in a technical enablement role. 
• Strong presentation skills and comfort with delivering training to diverse audiences, including legal professionals. 
• Familiarity with modern learning tools and training techniques, including the use of LMS platforms, video modules, and performance-based assessment. 
• Experience with enterprise cloud applications and understanding of implementation challenges in the legal sector. 
• Awareness of AI tools in legal tech (e.g., document summarization, smart search, clause extraction, redlining automation), and enthusiasm for staying up to date with their use in real-world legal scenarios. 
• Ability to work independently in a fast-paced, ever-evolving SaaS environment. 

Ideally You Will Have 

• Direct experience working in, consulting for, or training legal professionals (law firms, legal ops, or corporate legal teams). 
• Familiarity with legal practice management systems, document lifecycle management, or AI applications in legal services. 
• Knowledge of AI capabilities in document management systems and a passion for demystifying them for learners.

Benefits

• 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 wellness
• Access to LinkedIn Learning with monthly dedicated time to explore

Compensation Transparency

The annual compensation range for this position is: $85,000 - $100,000

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-REMOTE

#LI-HYBRID

About the role

We’re looking for a strategic, collaborative, and data-driven leader to build and scale our Revenue Enablement function. As the Senior Manager of Revenue Enablement, you’ll be responsible for empowering our global go-to-market (GTM) teams, including Sales across multiple industry verticals, Partner Success, and Business Development, to perform at their highest potential. This role sits at the intersection of strategy, learning, and operations, ensuring our teams have the knowledge, tools, and confidence to deliver consistent, high-impact experiences for our partners. You’ll design programs that align with business goals, drive measurable outcomes, and foster a culture of continuous improvement and shared success.

This role reports to the Director of Revenue Enablement and works in close partnership with leaders across Revenue, Marketing, and Product.

This is a hybrid position with on-site expectations of 3 days per week in our New York Headquarters, 2 Days in SF and Salt Lake City office. For candidates outside of these areas, you may be eligible for our relocation assistance program.

What you’ll do

• Define and execute the Revenue Enablement strategy aligned to business goals, sales objectives, and customer outcomes, balancing long-term vision with agile delivery.
• Partner across the Revenue organization to identify performance gaps, prioritize needs, and design programs that improve efficiency, conversion, and customer satisfaction.
• Build scalable enablement programs covering onboarding, continuous learning, sales methodologies, product readiness, and leadership development for client-facing managers.
• Leverage data and analytics to measure impact, connecting enablement efforts directly to business KPIs such as ramp time, win rate, and retention.
• Champion technology adoption, ensuring our enablement stack (CRM and other sales/lead tools, content management, conversational intelligence, LMS) is fully utilized to drive productivity and insight.
• Ensures product and process launches are consistently adoption-ready.
• Facilitate cross-functional alignment, ensuring consistent messaging, efficient GTM execution, and readiness across all customer touchpoints.

Key qualifications

• 8+ years of progressive experience in Revenue, Sales, or GTM Enablement, with at least 3+ years in a leadership role (team management and strategic program ownership).
• Proven success building, scaling, and measuring enablement programs in a high-growth environment.
• Deep understanding of modern sales methodologies and the end-to-end customer journey.
• Strong analytical and operational mindset, able to interpret performance data, generate insights, and translate them into action.
• Expert-level knowledge of enablement and Revenue tools (Salesforce, HubSpot, Gong, etc.).
• Exceptional facilitation, storytelling, and communication skills; able to engage executive audiences and front-line teams alike.
• Demonstrated ability to lead through influence, partnering across functions to align on goals, resolve challenges, and drive execution.

Flex takes a market-based approach to pay, and compensation may vary depending on your primary work location. Work locations are categorized into one of three tiers based on a cost of labor index for that geographic area. The successful candidate's starting pay will be commensurate with their experience, qualifications, and Flex's internal leveling guidelines and benchmarks.

• Tier A (NYC/SF/Seattle): $172,000-$215,000 USD
• Tier B (Austin, Washington D.C., Philadelphia, Los Angeles, San Diego, Chicago, Miami, Atlanta): $154,800-$193,500 USD
• Tier C (SLC/All Other States): $146,200-$182,750 USD

About the role

We’re looking for a strategic, collaborative, and data-driven leader to build and scale our Revenue Enablement function. As the Senior Manager of Revenue Enablement, you’ll be responsible for empowering our global go-to-market (GTM) teams, including Sales across multiple industry verticals, Partner Success, and Business Development, to perform at their highest potential. This role sits at the intersection of strategy, learning, and operations, ensuring our teams have the knowledge, tools, and confidence to deliver consistent, high-impact experiences for our partners. You’ll design programs that align with business goals, drive measurable outcomes, and foster a culture of continuous improvement and shared success.

This role reports to the Director of Revenue Enablement and works in close partnership with leaders across Revenue, Marketing, and Product.

This is a hybrid position with on-site expectations of 3 days per week in our New York Headquarters, 2 Days in SF and Salt Lake City office. For candidates outside of these areas, you may be eligible for our relocation assistance program.

What you’ll do

• Define and execute the Revenue Enablement strategy aligned to business goals, sales objectives, and customer outcomes, balancing long-term vision with agile delivery.
• Partner across the Revenue organization to identify performance gaps, prioritize needs, and design programs that improve efficiency, conversion, and customer satisfaction.
• Build scalable enablement programs covering onboarding, continuous learning, sales methodologies, product readiness, and leadership development for client-facing managers.
• Leverage data and analytics to measure impact, connecting enablement efforts directly to business KPIs such as ramp time, win rate, and retention.
• Champion technology adoption, ensuring our enablement stack (CRM and other sales/lead tools, content management, conversational intelligence, LMS) is fully utilized to drive productivity and insight.
• Ensures product and process launches are consistently adoption-ready.
• Facilitate cross-functional alignment, ensuring consistent messaging, efficient GTM execution, and readiness across all customer touchpoints.

Key qualifications

• 8+ years of progressive experience in Revenue, Sales, or GTM Enablement, with at least 3+ years in a leadership role (team management and strategic program ownership).
• Proven success building, scaling, and measuring enablement programs in a high-growth environment.
• Deep understanding of modern sales methodologies and the end-to-end customer journey.
• Strong analytical and operational mindset, able to interpret performance data, generate insights, and translate them into action.
• Expert-level knowledge of enablement and Revenue tools (Salesforce, HubSpot, Gong, etc.).
• Exceptional facilitation, storytelling, and communication skills; able to engage executive audiences and front-line teams alike.
• Demonstrated ability to lead through influence, partnering across functions to align on goals, resolve challenges, and drive execution.

Flex takes a market-based approach to pay, and compensation may vary depending on your primary work location. Work locations are categorized into one of three tiers based on a cost of labor index for that geographic area. The successful candidate's starting pay will be commensurate with their experience, qualifications, and Flex's internal leveling guidelines and benchmarks.

• Tier A (NYC/SF/Seattle): $172,000-$215,000 USD
• Tier B (Austin, Washington D.C., Philadelphia, Los Angeles, San Diego, Chicago, Miami, Atlanta): $154,800-$193,500 USD
• Tier C (SLC/All Other States): $146,200-$182,750 USD

About the Role

Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our mission is to connect the world to life-saving behavioral health treatment through personalized, virtual care rooted in connection. We’re building a team of passionate leaders committed to transforming behavioral healthcare and improving outcomes for communities everywhere.

In this position, you will foster strong relationships with EAP providers, unions, corporate employers, and workplace wellness programs to connect employees and their families to Charlie Health’s services. This role focuses on building meaningful relationships, strengthening referral pathways, and ensuring that employees and their families can easily access Charlie Health’s Intensive Outpatient Programming.

You will serve as a trusted partner and educator to workforce stakeholders, identifying needs, reducing barriers to care, and ensuring seamless collaboration across partnerships. You will be responsible for educating key stakeholders about our offerings, addressing access barriers, and designing programs tailored to the unique mental health needs of employee populations.

This position requires purpose-driven individuals who can effectively communicate the value of our services within the corporate ecosystem. While this work can be complex, every interaction you have will contribute to the well-being of employees and their families nationwide.

In your role, you’ll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers. You’ll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally.

We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today.

Responsibilities

• Develop and operationalize a go-to-market strategy specifically focused on Labor, Union, and Employer corporate partners
• Create, build, and manage relationships with key Labor, Union, EAP stakeholders, HR leaders, and benefits managers across priority markets
• Conduct cold outreach, host educational meetings, presentations, and outreach activities aimed at raising awareness of Charlie Health’s mental health resources
• Conduct in-person field outreach (3–4 days/week), leading meetings with employer-based stakeholders and community partners.
• Identify challenges in mental health access within corporate environments and collaborate with EAP providers to overcome barriers.
• Design tailored outreach strategies to engage and support HR teams, wellness coordinators, and employee resource groups
• Deepen Charlie Health’s penetration across existing Labor, Union, and Employer partnerships and collaborate on long-term initiatives
• Attend and lead educational events, presentations, and outreach efforts for HR teams, corporate partners, and EAP providers to maintain engagement
• Synthesize and share feedback from Labor, Union, and EAP partners and stakeholders to inform the company's marketing and product strategies
• Work closely with internal teams, including marketing, product, client success, and legal, to achieve go-to-market goals in the Employer channel

Requirements

• Must reside in Montana, Idaho, Wyoming, Utah, Colorado
• You have 5-8+ years proven sales experience - owning & overachieving KPIs is a plus
• Experience working with or selling to unions, employers, and Employee Assistance Programs (EAPs)
• Must thrive in a fast-paced, startup environment; highly self-initiated with a strong desire to win
• Ability to build relationships, educate, and collaborate with Labor, Union, and Employer leaders and corporate partners
• Ability to travel regionally; must have reliable transportation and a valid driver’s license
• Ability to energize, advise & persuade senior corporate personnel 
• Exceptional ability to energize, advise, and influence senior corporate and organizational leaders
• Strong interpersonal, relationship-building, and listening skills with a natural consultative approach
• Strong project management skills with demonstrated ability to manage multiple priorities in a fast-moving environment
• Experience with Microsoft Office, Salesforce, and Zoom preferred

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

The total target base compensation for this role will be between $70,000 and $93,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $92,000 and $120,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-Remote

Responsibilities

• Develop and operationalize GTM strategy for efficient new market penetration
• Create, build, and manage relationships with referral sources across priority markets
• Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships
• Design strategies to better support and engage referral partners across different channels
• Deepen Charlie Health’s penetration across existing partnerships
• Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call
• Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies
• Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goals

Requirements

• Must be based in Ogden, UT
• Must be fluent in English 
• You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus
• Experience working with or selling to healthcare organizations a plus
• Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners 
• Ability to energize, advise & persuade senior corporate personnel 
• Strong interpersonal, relationship-building and listening skills, with a natural, consultative style
• Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment
• Experience with Microsoft Office, Salesforce & Zoom is a plus

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. 

Additional Information

The total target base compensation for this role will be between $65,000 and $80,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. #LI-HYBRID

Responsibilities

• Develop and operationalize GTM strategy for efficient new market penetration
• Create, build, and manage relationships with referral sources across priority markets
• Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships
• Design strategies to better support and engage referral partners across different channels
• Deepen Charlie Health’s penetration across existing partnerships
• Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call
• Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies
• Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goals

Requirements

• Must be based in Salt Lake Greater Area, UT
• Must be fluent in English 
• You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus
• Experience working with or selling to healthcare organizations a plus
• Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners 
• Ability to energize, advise & persuade senior corporate personnel 
• Strong interpersonal, relationship-building and listening skills, with a natural, consultative style
• Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment
• Experience with Microsoft Office, Salesforce & Zoom is a plus

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. 

Additional Information

The total target base compensation for this role will be between $65,000 and $80,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations.  #LI-HYBRID

Responsibilities

• Develop and operationalize GTM strategy for efficient new market penetration
• Create, build, and manage relationships with referral sources across priority markets
• Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships
• Design strategies to better support and engage referral partners across different channels
• Deepen Charlie Health’s penetration across existing partnerships
• Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call
• Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies
• Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goals

Requirements

• Must be based in Salt Lake Greater Area, UT
• Must be fluent in English 
• You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus
• Experience working with or selling to healthcare organizations a plus
• Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners 
• Ability to energize, advise & persuade senior corporate personnel 
• Strong interpersonal, relationship-building and listening skills, with a natural, consultative style
• Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment
• Experience with Microsoft Office, Salesforce & Zoom is a plus

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. 

Additional Information

The total target base compensation for this role will be between $65,000 and $80,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations.  #LI-HYBRID

Responsibilities

• Develop and operationalize GTM strategy for efficient new market penetration
• Create, build, and manage relationships with referral sources across priority markets
• Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships
• Design strategies to better support and engage referral partners across different channels
• Deepen Charlie Health’s penetration across existing partnerships
• Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call
• Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies
• Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goals

Requirements

• Must be based in Ogden, UT
• Must be fluent in English 
• You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus
• Experience working with or selling to healthcare organizations a plus
• Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners 
• Ability to energize, advise & persuade senior corporate personnel 
• Strong interpersonal, relationship-building and listening skills, with a natural, consultative style
• Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment
• Experience with Microsoft Office, Salesforce & Zoom is a plus

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. 

Additional Information

The total target base compensation for this role will be between $65,000 and $80,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. #LI-HYBRID

About the Role

Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our mission is to connect the world to life-saving behavioral health treatment through personalized, virtual care rooted in connection. We’re building a team of passionate leaders committed to transforming behavioral healthcare and improving outcomes for communities everywhere.

In this position, you will foster strong relationships with EAP providers, unions, corporate employers, and workplace wellness programs to connect employees and their families to Charlie Health’s services. This role focuses on building meaningful relationships, strengthening referral pathways, and ensuring that employees and their families can easily access Charlie Health’s Intensive Outpatient Programming.

You will serve as a trusted partner and educator to workforce stakeholders, identifying needs, reducing barriers to care, and ensuring seamless collaboration across partnerships. You will be responsible for educating key stakeholders about our offerings, addressing access barriers, and designing programs tailored to the unique mental health needs of employee populations.

This position requires purpose-driven individuals who can effectively communicate the value of our services within the corporate ecosystem. While this work can be complex, every interaction you have will contribute to the well-being of employees and their families nationwide.

In your role, you’ll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers. You’ll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally.

We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today.

Responsibilities

• Develop and operationalize a go-to-market strategy specifically focused on Labor, Union, and Employer corporate partners
• Create, build, and manage relationships with key Labor, Union, EAP stakeholders, HR leaders, and benefits managers across priority markets
• Conduct cold outreach, host educational meetings, presentations, and outreach activities aimed at raising awareness of Charlie Health’s mental health resources
• Conduct in-person field outreach (3–4 days/week), leading meetings with employer-based stakeholders and community partners.
• Identify challenges in mental health access within corporate environments and collaborate with EAP providers to overcome barriers.
• Design tailored outreach strategies to engage and support HR teams, wellness coordinators, and employee resource groups
• Deepen Charlie Health’s penetration across existing Labor, Union, and Employer partnerships and collaborate on long-term initiatives
• Attend and lead educational events, presentations, and outreach efforts for HR teams, corporate partners, and EAP providers to maintain engagement
• Synthesize and share feedback from Labor, Union, and EAP partners and stakeholders to inform the company's marketing and product strategies
• Work closely with internal teams, including marketing, product, client success, and legal, to achieve go-to-market goals in the Employer channel

Requirements

• Must reside in Montana, Idaho, Wyoming, Utah, Colorado 
• You have 5-8+ years proven sales experience - owning & overachieving KPIs is a plus
• Experience working with or selling to unions, employers, and Employee Assistance Programs (EAPs)
• Must thrive in a fast-paced, startup environment; highly self-initiated with a strong desire to win
• Ability to build relationships, educate, and collaborate with Labor, Union, and Employer leaders and corporate partners
• Ability to travel regionally; must have reliable transportation and a valid driver’s license
• Ability to energize, advise & persuade senior corporate personnel 
• Exceptional ability to energize, advise, and influence senior corporate and organizational leaders
• Strong interpersonal, relationship-building, and listening skills with a natural consultative approach
• Strong project management skills with demonstrated ability to manage multiple priorities in a fast-moving environment
• Experience with Microsoft Office, Salesforce, and Zoom preferred

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

The total target base compensation for this role will be between $70,000 and $93,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $92,000 and $120,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-Remote

SUMMARY

The Manager, Vetify Supplier Support leads Avetta’s Vetify supplier support operations across internal teams and external BPO partners, ensuring a seamless, efficient, and world-class support experience for suppliers using Avetta’s platforms. This role is responsible for day-to-day management of frontline Supplier Success while driving strategic initiatives that improve our customer’s experience, case management efficiency, expand adoption of automation and AI, and standardize support processes and documentation.

Working closely with cross-functional partners and regional leaders, this role ensures that suppliers receive high-quality, multilingual support (including English, Spanish, and Canadian French) through phone, chat, email, and other service channels. The Manager, Vetify Supplier Support balances operational excellence with continuous improvement, leveraging data, technology, and strong leadership to elevate supplier satisfaction, streamline workflows, and support Avetta’s growth in the region.

If within a commutable distance to one of our offices, this role would require a hybrid schedule (Tues-Thur in office, Mon/Fri work from home).  Candidates residing within commutable distance to our Calgary or Lehi office are strongly preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provide direct leadership and operational oversight for Vetify Supplier Support, including internal frontline teams and external BPO partners, ensuring consistent, high-quality service across all support channels (phone, chat, email, voicemail, SMS, etc.).
• Manage a team of Team Leads (and their associated frontline teams), setting clear expectations, providing coaching and feedback, and ensuring consistent performance management and professional development.
• Own and optimize day-to-day case management operations for Avetta support including case routing, prioritization, backlog management, and resolution quality to ensure efficient and effective handling of supplier inquiries.
• Drive the adoption of automation and AI within Supplier Support, partnering with internal stakeholders to identify use cases, implement solutions, and measure impact on efficiency, quality, and supplier experience.
• Lead process improvement initiatives focused on simplifying workflows, reducing friction for suppliers, and improving key metrics such as time to resolution, first contact resolution, and CSAT/NPS.
• Establish, maintain, and continuously improve standardized process documentation and operating procedures for Vetify support, ensuring consistency across internal teams and BPO partners.
• Monitor and manage performance against key Metrics that Matter (e.g., CSAT, NPS, verification quality, interaction quality, SLA adherence, productivity, attendance) and take timely action to address gaps or risks.
• Build and maintain strong relationships with BPO partners, including performance governance, staffing alignment, quality oversight, and continuous improvement across partner sites supporting Vetify suppliers.
• Collaborate closely with cross-functional teams (e.g., Supplier Services leadership, Training, Quality, WFM, Product, Client Services, IT, and Operations) to align support operations with broader business goals and upcoming initiatives.
• Partner with Training & Quality to ensure new hires, existing staff, and BPO agents receive up-to-date training on systems, processes, and best practices, and that coaching and calibration routines are in place and effective.
• Use data and reporting (e.g., from Salesforce and other internal tools) to identify trends, root causes, and opportunities, and translate insights into clear action plans for the Vetify Supplier Support organization.
• Support planning and execution of new client launches, campaigns, and change initiatives that impact Vetify support, ensuring operational readiness, clear communication, and post-launch monitoring.
• Foster an engaging, customer-centric culture focused on accountability, continuous learning, and high performance, where employees and partners feel supported, informed, and empowered to solve supplier challenges.
• Ensure consistent communication of company and department goals, priorities, and updates to Vetify Supplier Support teams and BPO partners.
• Maintain regular and predictable attendance and ensure appropriate leadership coverage for Vetify operations during US business hours, with flexibility as needed for critical issues or initiatives.
• Perform other duties and responsibilities as required to support Supplier Success and Avetta’s strategic objectives.
• Reliable and predictive attendance.

IDEAL QUALIFICATIONS:

• 5+ years of experience managing a call center or support center, including responsibility for frontline teams and first-line leaders (e.g., Team Leads or Supervisors).
• Demonstrated success managing multi-site or partner/BPO operations, including performance management, quality oversight, and collaborative improvement initiatives.
• Strong working knowledge of support center operations, including case management, SLAs, staffing, queue management, escalation handling, and customer satisfaction metrics.
• Experience working with Salesforce Service Cloud or a similar CRM/case management platform; Salesforce experience is a significant plus.
• Familiarity with, or hands-on experience in, leveraging automation and AI in support operations (e.g., virtual assistants, chatbots, AI-driven routing or knowledge tools), including basic prompting skills and comfort adopting new technologies.
• Proficiency with Microsoft Office (especially Excel and PowerPoint) for reporting, analysis, and executive-ready presentations.
• Demonstrated ability in goal setting, performance management, and coaching, including setting clear targets, reviewing results, and driving accountability at both team and individual levels.
• Experience in project management or leading cross-functional initiatives, with the ability to define scope, manage timelines, coordinate stakeholders, and deliver measurable outcomes.
• Comfortable working in a fast-paced, evolving environment, with strong prioritization, problem-solving, and decision-making skills.
• Excellent written, oral, and interpersonal communication skills, including the ability to present to leadership and collaborate effectively across departments.
• Preferred location in Lehi, Utah or Calgary, Canada, with a hybrid work arrangement and minimal travel as needed.

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.

About the opportunity:

NetDocuments is seeking a Technical Support Engineer to provide support interfacing primarily via web/email and phone with customers to resolve technical complications within the NetDocuments platform.  The Technical Support Engineer will report to the Customer Support Manager.  The ideal candidate will have experience and understand troubleshooting technical questions from B2B clients.

What your contributions will be:

• Become technically proficient in the NetDocuments suite of products
• Answer incoming phone calls and own incoming Support Cases through our Support Portal
• Troubleshoot technical problems and resolve issues for customers using the NetDocuments platform
• Manage and respond to your backlog of Support Cases in a timely fashion
• Own your Support Cases from creation through resolution
• Participate in the Software Development lifecycle through diagnosis and reporting of new and known issues
• Participate in KCS by creating and editing Knowledge Base articles
• Quickly ramp up on new releases, enhancements, and product functionality to ensure successful support for customers
• Assist in after hours on-call Support rotation (optional and paid)
• Other duties as assigned

What you will bring to the team:

• Technical Capacity – you know your way around an Operating System and are actively interested in the technology that makes the world run
• Customer Focus – you are empathetic and able to understand the pain points your customer is facing
• Problem Solving – you can see the difference between the desired result and the observed result and can think tactically about how to get there
• Communication Proficiency – you are an active listener and know how to help customers and peers understand any issue whether in writing or on the phone
• Task Management – you own your day and can prioritize it accordingly while balancing the needs of your incoming work

What you will need for success:

• Associates or bachelor’s degree in computer science or IT related field or equivalent experience
• 2+ years’ relevant experience in a technical specific role
• Experience using and/or troubleshooting issues with:
  • Windows 7-11
  • OSX Sierra-Big Sur
  • Office 2010-365
  • iOS/Android
  • Command Line/Terminal
  • Windows Registry
  • Active Directory

Ideally you will have:

Experience with the following Systems:

• MS SQL
• Couchbase
• Citrix
• REST API
• SAML Authentication

Experience with the following Tools:

• Fiddler or Wireshark
• Splunk
• Windows Administrative Tools (Event Viewer, Task Manager, Process Monitor)
• Browser-based Dev tools
• Claude or similar AI tools

What you will receive:

• 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 wellness
• Access to LinkedIn Learning with monthly dedicated time to explore

Compensation Transparency

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.

Senior Full Stack Engineer

Canopy, South Jordan, UT

About Us

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, powerful software for accounting firms. We're on a mission to help accountants build an autonomous firm — giving them back the time and tools they need to focus on what matters most: their clients.

We believe the accounting industry deserves world-class software, and we're building exactly that. Our Practice Management Suite is purpose-built for firms that want to work smarter, grow faster, and deliver more value to the people they serve. 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 (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

Canopy is a fast-growing SaaS startup 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. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.

We're hiring a Senior Full Stack Engineer to help make our world-class practice management platform for accounting professionals even better. You'll work on a highly collaborative squad alongside other engineers, a product manager, UX designer, and QA engineer, with the autonomy to research, hypothesize, build, test, and iterate on the best solutions for our customers. Our microservices backend and micro-frontend architecture support independent deployments, letting our teams ship to production multiple times a day. If you want to have a meaningful impact at a company that means "agile" when we say it, we'd love to hear from you.

What You’ll Do

• Partner with your PM, UX designer, fellow engineers, QA, and customers to define and validate new features end-to-end
• Build user-facing experiences in JavaScript/TypeScript and React that delight our customers
• Design and implement REST API endpoints and microservices using Python with FastAPI or Java with Vert.x, backed by PostgreSQL
• Write unit tests, participate in code reviews, and help maintain quality across the codebase
• Own builds and deployments to staging and production using Docker, GitLab, and Kubernetes
• Identify, prioritize, and resolve bugs and technical debt across the stack
• Share what you learn through mentoring, trainings, and interviewing future teammates
• Contribute to effective AI driven engineering tooling that improves quality and efficiency for every engineer

What We’re Looking For

• 5+ years of professional software development experience, with meaningful exposure to both frontend and backend work (we don't expect equal depth in both)
• Strong proficiency in JavaScript, with experience in React or a similar modern framework
• Strong proficiency in at least one of the following backend languages (Python, Java, or Kotlin) and comfort with SQL and RESTful API design
• Familiarity with modern tooling: TypeScript, Git, and testing frameworks for both front end and back end code
• Hands-on experience with AI coding assistants like Claude Code or Cursor, an eagerness to adopt the latest advancements and best practices, and the judgment to steer AI toward high-quality code you fully understand and can stand behind
• Bachelor's degree in Computer Science or a related field, or equivalent practical experience
• Strong communication skills and the ability to collaborate well with both technical and non-technical teammates
• A passion for building scalable solutions that have real customer impact

Bonus Points 

• Proficiency with microservices architecture or micro-frontend infrastructure
• Experience with observability tooling (logging, metrics, tracing)
• Hands-on experience building features that integrate LLMs or AI capabilities into a product

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.

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.

Who We Are:

Ivanti manages, automates, and protects data and technology to empower continuous innovation. Ivanti Neurons, our AI-powered platform for IT and Security teams, empowers IT and Security to work in lockstep. Headquartered in the U.S. with a truly global footprint, Ivanti serves 34,000 customers in 149 countries, delivering mission-critical IT security, asset, and service management capabilities.

Our award-winning software suite includes:

• Ivanti Neurons Platform
• Enterprise Service Management
• Endpoint Management and Security
• Exposure Management
• Network Security
• Robust native integrations and APIs

Learn more at www.ivanti.com and follow us on social media @GoIvanti. 

Our Culture 

At Ivanti, our culture is shaped by the values that inspire and guide us every day. We believe that the way we work—together, passionately, and authentically—is just as important as the results we deliver. Our core values foster collaboration, keep customers at our core, raise the bar for performance, and hold us accountable to the highest standards. Here’s what drives us:

Win Together: Open collaboration is the foundation for our success. Transparent communication, mutual trust, and strong alignment help us win as a unified team.

Customers at our Core: IT & Security teams are at the center of our customers’ innovation. We understand, value, prioritize, and obsess over our customers’ needs, to deliver the technology and services that move their businesses forward.

Achieve and Exceed: Performance drives us. We relentlessly pursue our goals, always striving to set new benchmarks of success on behalf of our customers, employees, partners, and investors.

Own It: Debate, decide, commit. We take responsibility for our actions and decisions—demonstrating commitment, integrity, high standards, and a drive for excellence in everything we do.

Why We Need You!

 Ivanti is currently seeking an enthusiastic hardworking Senior Software Engineer to develop computer management capabilities for IT departments throughout the world.  This person will be a cross-functional member working from the South Jordan, Utah Office. This individual should be able to collaborate well with others inside and outside of the team to build industry leading systems management software solutions.

About The Team

Ivanti Engineering is a driving force behind transforming market challenges into innovative ideas and successful solutions that resonate with customers and achieve business objectives. By combining market insights, strategic planning, and cross-functional collaboration, the Engineering organization ensures every product release meets evolving user needs and competitive demands. This team is instrumental in developing Ivanti's purpose-built platform for CIOs and CISOs powered by Ivanti Neurons - a cloud-scale, hyper-automation layer that enables proactive healing, user-friendly security across the organization and provides an enhanced user experience. This department plays a pivotal role in shaping the company's growth trajectory through continuous innovation and customer-centric solutions.

What you will be doing

Our product teams have a high level of autonomy, working as a close collaborative unit to solve challenges and be successful together. To make this work, our team members need to have good communication & problem-solving skills, be accountable, focus on what is important, treat each other with respect, have the courage to take risks, be pragmatic and open to challenges.

You will be working on the Ivanti Neurons cloud products. Building the future of Ivanti products in the cloud. Ivanti Neurons uses a micro service architecture running on Kubernetes.

• Design, develop, test, and deploy microservices using C#/.Net Core.
• Use Python, build MCP Servers, Build AI Agents, Prompt Engineering, Azure AI Foundry, working with LLMs.
• Design, develop, test, and deploy Web application using Angular.
• Interact with cross-functional groups including product manager, customer support and sales to develop new functionality and support existing customers.
• Interact and collaborate with teams around the world.
• Participate in all phases of the application development process

What you need to be successful

• Bachelor’s degree – Computer Science or related field.
• 6+ years software development experience
• Programming languages: C#, .Net, Python
• Experience with 
  • Using Python to build MCP Servers, Build AI Agents, Prompt Engineering, Azure AI Foundry, working with LLMs.
• Experience with modern cloud development practices (microservices architectures, REST interfaces, etc.)
• Track record of delivering successful software
• Strong software design and development experience
• Strong understanding of concepts related to computer architecture, data structures and programming practices
• Experience with automated testing and test-driven development
• Ability to work onsite in out South Jordan, UT office 2 days a week Mondays and Wednesdays 9am to 5:30 and remote Tuesday, Thursday and Fridays.
• Ability to start without immigration support now or at any time the future.

Other skills that you may bring along but are not essential are:

• Containers, Kubernetes, Docker
• DevOps experience using YAML, Helm, Terraform
• Experience using Microsoft Azure DevOps (ADO) for tracking work items, bugs, and test cases.
• Microsoft Azure, Azure Kubernetes Services (AKS), Microsoft Azure Cloud Computing Technologies
• Development methodologies: Agile software development including Scrum or Kanban
• SQL Sever

#LI-DW1

#LI-Hybrid Onsite

This is an entry level position responsible for processing all release of information (ROI), specifically medical record requests, in a timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations.

Position Highlights 

 - Onsite position in Cedar City, UT

 - Full-time, Mo-Fri 8:00 am-4:30pm

 - Front desk processing medical records requests and customer service duties

 - Full benefits: PTO, Health, Vision, Dental, 401k savings plan, and tuition assistance

- Tremendous growth opportunities both locally and nationwide  

What We’re Looking For

 - Strong customer service and clerical skills 

 - Proficient in Microsoft Office, including Word and Excel

- Comfortable working in a high-volume production environment

- Medical office experience preferred

- Willingness to learn and grow within Datavant

You will:

• Receive and process requests for patient health information in accordance with Company and Facility policies and procedures.
• Maintain confidentiality and security with all privileged information.
• Maintain working knowledge of Company and facility software.
• Adhere to the Company's and Customer facilities Code of Conduct and policies.
• Inform manager of work, site difficulties, and/or fluctuating volumes.
• Assist with additional work duties or responsibilities as evident or required.
• Consistent application of medical privacy regulations to guard against unauthorized disclosure.
• Responsible for managing patient health records.
• Responsible for safeguarding patient records and ensuring compliance with HIPAA standards.
• Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record.
• Ensures medical records are assembled in standard order and are accurate and complete.
• Creates digital images of paperwork to be stored in the electronic medical record.
• Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately.
• Answering of inbound/outbound calls.
• May assist with patient walk-ins.
• May assist with administrative duties such as handling faxes, opening mail, and data entry.
• Must meet productivity expectations as outlined at specific site.
• May schedules pick-ups.
• Other duties as assigned.

What you will bring to the table: 

• High School Diploma or GED.
• Ability to commute between locations as needed.
• Able to work overtime during peak seasons when required.
• Basic computer proficiency.
• Comfortable utilizing phones, fax machine, printers, and other general office equipment on a regular basis.
• Professional verbal and written communication skills in the English language.
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Strong data entry skills.
• Must be able to work with minimum supervision responding to changing priorities and role needs.
• Ability to organize and manage multiple tasks.
• Able to respond to requests in a fast-paced environment.

Bonus points if:

• Experience in a healthcare environment.
• Previous production/metric-based work experience.
• In-person customer service experience.
• Ability to build relationships with on-site clients and customers.
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.

This is an entry level position responsible for processing all release of information (ROI), specifically medical record requests, in a timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations.

Position Highlights 

 - Onsite position in American Fork, UT

 - Full-time, Mo-Fri 8:00 am-4:30pm

 - Front desk processing medical records requests and customer service duties

 - Full benefits: PTO, Health, Vision, Dental, 401k savings plan, and tuition assistance

- Tremendous growth opportunities both locally and nationwide  

What We’re Looking For

 - Strong customer service and clerical skills 

 - Proficient in Microsoft Office, including Word and Excel

- Comfortable working in a high-volume production environment

- Medical office experience preferred

- Willingness to learn and grow within Datavant

You will:

• Receive and process requests for patient health information in accordance with Company and Facility policies and procedures.
• Maintain confidentiality and security with all privileged information.
• Maintain working knowledge of Company and facility software.
• Adhere to the Company's and Customer facilities Code of Conduct and policies.
• Inform manager of work, site difficulties, and/or fluctuating volumes.
• Assist with additional work duties or responsibilities as evident or required.
• Consistent application of medical privacy regulations to guard against unauthorized disclosure.
• Responsible for managing patient health records.
• Responsible for safeguarding patient records and ensuring compliance with HIPAA standards.
• Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record.
• Ensures medical records are assembled in standard order and are accurate and complete.
• Creates digital images of paperwork to be stored in the electronic medical record.
• Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately.
• Answering of inbound/outbound calls.
• May assist with patient walk-ins.
• May assist with administrative duties such as handling faxes, opening mail, and data entry.
• Must meet productivity expectations as outlined at specific site.
• May schedules pick-ups.
• Other duties as assigned.

What you will bring to the table: 

• High School Diploma or GED.
• Ability to commute between locations as needed.
• Able to work overtime during peak seasons when required.
• Basic computer proficiency.
• Comfortable utilizing phones, fax machine, printers, and other general office equipment on a regular basis.
• Professional verbal and written communication skills in the English language.
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Strong data entry skills.
• Must be able to work with minimum supervision responding to changing priorities and role needs.
• Ability to organize and manage multiple tasks.
• Able to respond to requests in a fast-paced environment.

Bonus points if:

• Experience in a healthcare environment.
• Previous production/metric-based work experience.
• In-person customer service experience.
• Ability to build relationships with on-site clients and customers.
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.

ABOUT THIS ROLE

As the Revenue Accounting Manager you will serve as the technical subject matter expert and primary driver for the daily execution of our global revenue streams, spanning SaaS, hardware, and services. This role reports to the Director, Revenue Accounting, and is a high-impact, individual contributor role focused on the technical accuracy and integrity of our financial reporting. You will own the end-to-end revenue close process and maintain robust governance to ensure all reporting remains compliant with U.S. GAAP (ASC 606). Your expertise will be vital in ensuring audit readiness, transparency, and the scalability of our global revenue operations as we continue to expand.

ROLE RESPONSIBILITIES 

• Technical Revenue Execution: Lead the monthly and quarterly revenue close process. This includes the high-level preparation of complex journal entries, reconciliations, and the oversight of revenue recognition data to ensure accuracy.
• Technical Documentation & Research: Act as the internal consultant for revenue accounting. You will draft and maintain technical accounting memos to ensure all revenue conclusions are documented, approved, and prepared for rigorous audit testing.
• Compliance & SOX Governance: Serve as the functional owner for revenue-related SOX controls. You will design and execute processes that meet internal and external compliance standards, ensuring a "no surprises" audit environment.
• Systems & Scalability: Take a lead technical role in the Oracle revenue system enhancement project. You will partner with IT to perform User Acceptance Testing (UAT), troubleshoot complex logic issues, and ensure data integrity for SKUs, pricing, and contracts.
• Process Automation: Proactively identify and implement process improvements to shorten close cycles and leverage automation, ensuring our systems can scale for international expansion.
• Strategic Collaboration: Partner cross-functionally with Sales and Legal to review complex deal structures, identifying and communicating potential revenue impacts before contracts are finalized.
• Audit Management: Act as the primary liaison for internal and external auditors during walkthroughs, providing expert evidence collection and technical explanations for revenue treatments.

OUR IDEAL CANDIDATE

• Credentials: CPA is highly preferred with a deep technical foundation in ASC 606.
• Experience: 5+ years of progressive accounting experience. We highly value candidates with a blend of Big 4 public accounting and hands-on corporate revenue experience in a fast-paced environment.
• Systems Mastery: Advanced proficiency with Oracle (strongly preferred) and Salesforce. You should have a proven track record of navigating ERP implementations or significant system upgrades.
• Analytical Depth: Exceptional skills in complex reconciliations and flux analysis. You have a knack for distilling massive amounts of technical data into clear, actionable insights for leadership.
• Autonomy & Integrity: A self-starter who operates with the highest ethical standards. You possess the professional independence and confidence required to uphold financial reporting integrity without constant supervision.

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

SENIOR MECHANICAL ENGINEERING MANAGER

ABOUT LVT

LVT is redefining how businesses operate in the physical world, moving beyond traditional security solutions to deliver AI-driven, actionable intelligence that makes sites smarter, safer, and more secure. Since pioneering our first mobile, solar-powered units, our commitment to scrappy, hands-on innovation has made us an established leader and one of the fastest-growing companies in intelligent site technology. We are building the next generation of solutions—from our physical units in the field to a powerful Agentic AI platform—that allows our customers to gain unprecedented visibility and control over safety, compliance, and operations. This is your chance to join a cutting-edge team that isn't just watching the world change, but actively building the technology that is changing it.

We’re a team that’s focused on growth and innovation, and we’re proud that our crew, products, and leadership are being recognized for it.

• A Top-Tier Growth Company: Named one of the Financial Times’ Fastest Growing Companies 2025 and #10 on the Inc. 5000 Rocky Mountain Regional list for 2025.
• Innovative Leadership: Our CEO, Ryan Porter, was named an EY Entrepreneur of the Year 2025, and our CTO, Steve Lindsey, was inducted into the Silicon Slopes CTO Hall of Fame in 2024.
• Product & Software Excellence: We were named one of The Software Report’s Top 100 Software Companies of 2023 and are a winner of the Security Today Govies Award for 2025.

ABOUT THIS ROLE

As the Senior Mechanical Engineering Manager, you will lead the hardware evolution of LVT’s products into new form factors and market segments. You are responsible for the entire mechanical lifecycle: from helping determine product direction, performing rapid R&D, delivering through development stage gates and supporting sustaining efforts. You will lead a high-performing team of engineers to solve complex thermal, structural, and power challenges in extreme environments. This role is a critical bridge between visionary product design and operational excellence, ensuring our "scrappy" innovation scales into world-class reliability.

This role is based in-office out of our Headquarters in American Fork, Utah, although some days will need to be spent with the team and inhouse manufacturing based in Spanish Fork. There will also be approximately 5-10% travel required to our partners overseas facilities.

ROLE RESPONSIBILITIES

• Strategic Leadership: Own the mechanical engineering roadmap, balancing the speed of New Product Introduction (NPI) with the stability of sustaining engineering.
• Team Mentorship: Lead, hire, and develop a multi-disciplinary mechanical engineering team, fostering a culture of high accountability and rapid prototyping.
• Design for Excellence (DfX): Oversee the design of camera and sensor products, ensuring they meet strict standards for manufacturability, reliability,cost, and field serviceability.
• Lifecycle Management: Direct the transition of products from prototype to mass production, working closely with Product, Program Management, Supply chain and manufacturing partners.
• Thermal & Structural Integrity: Validate hardware performance through rigorous simulation and physical testing to survive diverse, off-grid environmental conditions.
• Continuous Improvement: Analyze field failure data to drive iterative design improvements, increasing the MTBF (Mean Time Between Failure) for our global fleet.
• Vendor Management: Manage relationships with fabricators and component suppliers to ensure technical specifications and lead times align with LVT’s growth targets.

OUR IDEAL CANDIDATE

• Proven Leadership: 10+ years of mechanical engineering experience, with at least 3+ years in a formal people-management or lead role.
• Full-Lifecycle Expertise: Demonstrated success taking complex hardware products from a "napkin sketch" through high-volume production.
• Technical Depth: Expert-level proficiency in 3D CAD (Creo preferred) and a strong grasp of FEA, thermal analysis, and electronics. 
• Ruggedized Design Experience: Background in designing electric-mechanical products with connectivity, audio, thermal, optical,  and power challenges.
• NPI Expert: Deep understanding of manufacturing processes (sheet metal, injection molding, CNC, etc.) and global supply chain dynamics.
• Analytical Mindset: You make decisions based on data, whether it’s stress-test results or manufacturing cost-of-goods-sold (COGS) analysis.
• Communication Style: Ability to translate complex engineering hurdles into clear business risks and opportunities for executive leadership.
• Education: B.S. or M.S. in Mechanical Engineering or a related technical field.

BENEFITS

We believe you do your best work when your whole life is supported. We invest in our crew’s health, families, and financial futures with a benefits package designed to support you inside and outside the office.

LVT IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. All candidates must pass a drug screening and background check upon employment. Some roles may also require passing a federal background check and fingerprinting. Must be authorized to work in the U.S. If reasonable accommodation is needed to participate in the job application or interview process, and/or to perform essential job functions, please reach out to your recruiter.

The application window will be open until at least April 24, 2026 . This opportunity will remain online based on business needs which may be before or after the specified date.

This role is not eligible for immigration sponsorship.

This role is part of the Growth department on the Digital team. You'll collaborate with ad operations and growth specialists to deliver web, app, and media analytics to key stakeholders. The Growth team works across departments—including sales, marketing, brand, and product—to identify new opportunities and test strategies to drive revenue and improve the customer experience with GFiber’s products.

Role Description

As the Marketing Web Developer you will be the technical lead responsible for managing GFiber’s websites and integration points, supporting digital marketing and sales efforts. You’ll lead, organize, and manage program activities that drive business outcomes while developing systems to proactively identify improvements and drive future optimizations including change management and performance metrics. You'll oversee content management systems, A/B testing tools, and tracking implementations, ensuring smooth operations and optimal performance. Collaboration with cross-functional teams will be key in driving our analytics, marketing, and growth initiatives.

In this role, you'll:

• Engineer and maintain the GFiber web architecture, writing clean, scalable code to integrate marketing technology stacks and third-party services. 
• Implement and manage tools for content management, knowledge management, A/B testing, tracking, and services integration.
• Create technical design documents for new website features and integrations.
• Manage user access, roles, and responsibilities for web tools like Contentful, Optimizely, and KMS Lighthouse.
• Support change requests, issue management, and day-to-day updates related to website content and services, and also align with stakeholders on decisions and changing circumstances.

At a minimum we'd like you to have:

• Bachelor's degree in Digital Marketing, Computer Science, or related fields—or equivalent practical experience.
• 4 years' experience building high-traffic marketing websites and scalable web systems using React, Typescript and JavaScript.
• Experience with A/B testing tools (e.g. Optimizely, Optimize, Test and Target) and experiment configuration.
• Experience implementing and leveraging analytics, tracking and data warehouse platforms (e.g., Google Analytics 4, Google Tag Manager, BigQuery).

It's preferred if you have:

• Experience with headless Content Management Systems (e.g. Contentful, Sanity).
• Experience with ad-tech integrations and custom tracking pipelines for Google Ads and Campaign Manager, ensuring accurate reporting and data attribution for high-traffic marketing sites via API. 
• Experience with AI tools coding tools and LLM technologiesExperience using written and verbal communication to convey technical requirements to both technical and non-technical stakeholders.
• Experience with Python and back-end integrations to support large-scale consumer traffic.

The US base salary range for this full-time position is between $132,800 - $175,100 + bonus + cash award + benefits. As pay varies by location, your recruiter will share more about the specific salary range for your targeted location during the hiring process.

#LI-DNI

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

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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

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.