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Fintech • Productivity • Software • Financial Services
Own complex sales tax support cases from investigation through resolution, including discrepancies, state notices, registrations, refunds, and audits. Manage strategic customer accounts, conduct primary-source research, communicate clearly with clients, document solutions, troubleshoot Shopify, Stripe, and API integrations, and collaborate with Engineering on recurring issues. The role also involves improving internal documentation, processes, and team knowledge.
Fintech • Productivity • Software • Financial Services
Lead and coach a team of 10+ Implementation Managers while personally managing approximately 10 customer implementations. Own onboarding metrics, develop scalable playbooks and tooling, improve time-to-value and customer satisfaction, support strategic escalations, hire and train team members, and partner with Product and Engineering to improve self-service onboarding.
Fintech • Productivity • Software • Financial Services
Lead strategic finance projects, forecasting, budgeting, KPI analysis, financial modeling, business partnering, investor and board reporting, and finance systems implementation. Analyze SaaS growth, profitability, unit economics, pricing, and capital allocation while partnering with Sales, Marketing, Product, Operations, Accounting, and Data. Improve planning and reporting through AI, automation, and stronger data quality.
