Jobs at AppDirect

Support monthly, quarterly, and annual planning by building forecasts, budgets, and variance analyses. Own management reporting and dashboards across revenue, headcount, and expenses. Partner with cross-functional stakeholders to improve forecasting, surface trends, and enhance reporting frameworks and finance processes to inform business decisions.

Perform budgeting, forecasting, variance analysis, and management reporting for a SaaS business segment. Build and maintain financial models and dashboards, partner with cross-functional stakeholders to develop forecasts, surface trends/risks/opportunities, and improve planning and reporting processes to support business decision-making.

Administer and maintain the company CRM (HubSpot, Salesforce) and broader revenue tech stack. Configure objects, workflows, integrations (APIs, webhooks, iPaaS), user roles, SSO/2FA, and security. Ensure data integrity via deduplication and validation, build reports and dashboards, develop governance and SOPs, conduct access reviews, and train cross-functional teams.

Design, build, and maintain scalable, testable backend services; deploy and operate AWS-managed services using infrastructure-as-code; model data with DynamoDB and Postgres; implement RESTful and event-driven microservices; mentor junior engineers and drive apprenticeship programs; participate in code reviews and troubleshoot complex production issues.

Administer and configure HubSpot and Salesforce CRM platforms, manage users, permissions, and security, maintain data integrity and governance, build automations, reports, and integrations (APIs/iPaaS), support the revenue technology stack, conduct access/security reviews, and develop training and SOPs for cross-functional teams.

Customer Success Managers own customer relationships, ensuring successful outcomes and growth. They develop strategies, advocate for customer needs, and manage account success.

Sell Devs.ai and AppDirect products by identifying and qualifying enterprise opportunities, managing complex sales cycles, coordinating internal resources, presenting ROI-driven value propositions, meeting quotas, and representing the company in customer engagements including travel.

Coordinate and manage onboarding projects for clients using the PartnerStack platform, providing training and support to ensure successful implementation.

The Channel Development Representative manages advisor relationships to drive sales growth and satisfaction, focusing on quoting and service inquiries.

Lead the evolution of provider sales enablement and brokerage, focusing on empowering advisors with a unified platform that integrates AI capabilities for better sales experiences.

Lead web strategy, roadmap and delivery for corporate and customer web apps. Integrate AI and LLM tools into development and content workflows, build LLM-optimized SEO and structured data strategies, mentor full‑stack web teams, collaborate with design/product/marketing, and improve site performance, experimentation, and conversion.

Lead strategy, roadmap, and execution for corporate website and customer web apps. Integrate AI across workflows, drive LLM-aware content/SEO, optimize performance, mentor full‑stack developers, and partner with design, product, and marketing to evolve the design system and improve conversions.

Lead monthly, quarterly, and year-end close; manage a team of three; own general ledger improvements; lead acquisition integrations and purchase accounting under ASC 805; prepare financial statements and investor reporting; partner with external auditors and resolve GAAP accounting issues.

Lead end-to-end media relations for AppDirect: create and execute proactive PR strategy, secure tier-1 coverage, manage media materials and executive briefing, coordinate analyst relations, drive thought leadership, measure coverage, and integrate AI tools to improve media research and monitoring. Collaborate cross-functionally with Product Marketing, Legal, HR, and Events.

Lead month-end, quarter-end, and year-end close; prepare and review financial statements; own the general ledger and reconciliations; enforce internal controls; coordinate external audits; manage and develop a small accounting team; support M&A integrations and multinational consolidation; use NetSuite or similar ERP.

Produce end-to-end AI-assisted creative assets for brand and demand-generation campaigns across video, motion, static, and animation. Use AI generation tools alongside traditional editing to create ads, demo/explainer videos, and TV/streaming commercials; maintain brand fidelity, build prompt systems and reusable templates, iterate quickly based on feedback and performance, and collaborate with designers, writers, and demand generation partners.

The role involves designing and developing scalable software systems and APIs, ensuring high availability and robustness, and transitioning to a micro-service architecture.

Develop clean, readable, and testable code for software modules. Collaborate in team environments to deliver production-grade solutions, with a focus on quality and customer value.

The Revenue Accounting Manager will oversee revenue recognition, lead month-end close activities, collaborate with teams for process improvements, and ensure compliance with ASC 606 standards.

The Marketing Manager will develop and execute integrated marketing plans for a Business Unit, manage campaigns, track performance, and ensure alignment with business goals.