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The Treasury Analyst manages daily cash positions, cash forecasting, liquidity planning, banking administration, payment activities, intercompany transfers, and treasury controls. The role supports month-end close, cash and debt reporting, banking documentation, process improvements, reporting automation, and cross-functional finance projects while partnering with Accounting, FP&A, AP, AR, Payroll, and Tax.
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Manage lifecycle marketing automation programs across acquisition, nurture, conversion, onboarding, retention, expansion, and cross-sell. Build and optimize campaigns in Marketo and related platforms, handling segmentation, personalization, scheduling, QA, tracking, attribution, and troubleshooting. Collaborate with Growth, Sales, RevOps, Product, Customer Marketing, copywriting, design, and analytics teams to improve conversion, retention, pipeline velocity, customer value, and campaign ROI.
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Serve as a Salesforce and business systems center of excellence for Sales, SalesOps, and Product teams. Evaluate subsidiary processes, document current and future-state systems, support technology consolidation projects, manage project action items, create JIRA and Confluence documentation, lead data migrations, and provide administration across CRM, sales enablement, eSignature, support, and project management platforms. Facilitate requirements gathering, workshops, stakeholder alignment, change management, and user adoption.
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Conduct high-volume outbound sales activities targeting small business owners and leaders. Identify and qualify prospects through structured discovery conversations, uncover needs, schedule demos with Account Executives, manage follow-ups, and maintain clean handoffs. The role requires ownership of pipeline outcomes, resilience, independent judgment, adaptability, direct communication, and comfort in a competitive, performance-driven environment.
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Administer and optimize Salesforce and related business platforms across Sales, Sales Operations, Product, support, enablement, eSignature, and project management functions. Document processes, requirements, workflows, and administrative best practices; support platform consolidation, data migrations, project planning, stakeholder workshops, change management, and cross-functional transformation initiatives.
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Own the full SaaS sales cycle for EverPro’s Customer Lobby and pulseM solutions, including prospecting, discovery, virtual demonstrations, proposals, negotiation, and closing. Build pipeline, forecast opportunities in Salesforce, achieve sales quotas, and provide consultative guidance to home service businesses. Partner with business development, marketing, customer success, and implementation teams to deliver a strong customer experience.
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Own sales forecasting, commissions, territory and quota planning, deal desk, order-to-cash audits, and partner attribution. Build reporting and dashboards, improve forecast accuracy, enforce pricing and discount discipline, and provide actionable insights to leadership. Manage two direct reports and drive sales productivity through process improvements, AI tools, predictive modeling, and LLM-assisted workflows. Partner with Sales, Finance, Legal, People, and executive leadership across a distributed SaaS organization.
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Manage and retain existing DrChrono customer accounts by serving as primary point of contact, resolving issues, scheduling check-ins, onboarding and training clients, identifying product opportunities, escalating bugs, and educating customers about new offerings to prevent churn and optimize account usage.
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Lead EverHealth’s onboarding and implementation organization for EHR and billing products. Define strategy, improve time to first value, build scalable remote-first delivery models, transform training into consultative implementation, and coordinate cross-product onboarding. Lead managers and specialists, develop playbooks and AI-enabled tooling, track adoption and onboarding metrics, collaborate with Sales, Product, Support, and Customer Success, and resolve executive-level implementation escalations.
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Lead Joist’s full-stack marketing strategy across acquisition, brand, product marketing, lifecycle, and go-to-market. Own growth, revenue, retention, experimentation, measurement, budget allocation, and the launch of Joist+. Build and lead a high-performing marketing team while partnering with Product, Growth, Data, Support, and central Marketing. Drive measurable customer and revenue outcomes across web and mobile product-led growth channels.
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Lead a BI engineering team, overseeing dashboards, data models, SQL/dbt transformations, ETL pipelines, Airflow DAGs, data warehouses, CI/CD, governance, and quality standards. Partner with stakeholders to define reporting requirements, conduct advanced analyses, manage Agile projects, and develop data strategy. Mentor team members and support production deployments. This fully remote role requires travel to Denver for five business days each quarter.
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Provide phone, email, chat, and social media support for the Timely SaaS platform. Diagnose customer issues through questioning and investigation, explain technical concepts clearly, deliver solutions, identify opportunities to increase platform value, and contribute to continuous support improvements. The role requires strong communication, empathy, independent work, rostered hours, and experience with support and productivity software.
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Build and deliver SaaS product updates within an agile engineering team. Solve technical and delivery challenges, contribute to software design and strategic planning, address technical debt, support incident response and on-call operations, promote engineering standards, adopt AI-assisted development practices, and mentor junior engineers. The role emphasizes collaboration, DevOps principles, incremental delivery, feature flagging, and cloud infrastructure.
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Supports and enhances integrated finance systems across Quote-to-Revenue, Order-to-Cash, billing, and revenue recognition workflows. Configures and integrates Zuora applications with Salesforce and NetSuite, translates business requirements into functional specifications, troubleshoots reconciliation and data issues, performs testing and deployments, and supports SOX and ASC 606/IFRS 15 compliance. Collaborates with Finance, Accounting, IT, and Engineering teams in an Agile/Scrum environment while delivering automations, analytics, and continuous system improvements.
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Lead full-funnel growth marketing for ZyraTalk, owning acquisition, GTM launches, marketing operations, and customer retention. Execute paid search, SEO, landing page optimization, reporting, cross-sell campaigns, and onboarding cadences. Partner with Sales, BDRs, Product, and Marketing Ops to drive SALs, pipeline contribution, and reduce churn.
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The Senior Product Manager will lead the development of AI-powered FSM workflows, manage product lifecycle, and collaborate across teams to drive outcomes.
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Provide billing-focused training, consulting, and implementation support for EverHealth customers. Serve as the primary billing contact, advise customers and internal stakeholders on practice management software best practices, respond to inquiries, escalate priority issues, and develop creative software solutions for customer needs. The role requires healthcare billing experience, strong communication and problem-solving skills, self-management, and periodic travel.
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The staff software engineer will lead technical design, develop AWS microservices and automation solutions, and mentor team members.
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Lead Joist's new customer acquisition strategy and execution across Web, iOS, and Android. Own multi-million dollar paid media investments, forecasting, channel orchestration, and testing. Partner with paid media, SEO, and analytics teams to optimize funnel (traffic → signup → paid), build measurement infrastructure, and report performance to senior leadership.
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Provide technical leadership and hands-on backend development for enterprise integration, AWS microservices, APIs, event-driven flows, and Workato automation. Architect scalable, secure solutions, implement AI/agentic automation, mentor engineers, improve SDLC practices, troubleshoot production issues, and partner with stakeholders to deliver automation from requirements to production.



