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Fintech • Software
Acts as a strategic technical advisor for complex, global sales engagements involving tax and compliance technology. Leads discovery, maps transaction flows and ERP environments, designs cross-border solution architectures, delivers tailored demonstrations, supports enterprise RFPs and tenders, influences senior stakeholders, and partners with Sales, Product, Alliances, and Professional Services to advance deals and transition customers to implementation.
Fintech • Software
Provides technical sales engineering for embedded compliance solutions, guiding ISV and BPO partners through discovery, solution scoping, validation, demonstrations, proof-of-concepts, and integration. Advises on APIs, authentication, webhooks, cloud architecture, deployment, testing, SLAs, and data flows. Develops technical sales assets, maintains platform expertise, documents partner engagements, and collaborates across Sales, Product, Engineering, Support, and Services. Travel is required as needed for partner meetings, workshops, events, and planning.
Fintech • Software
Provide technical and sales support for payroll reporting forms and eFiling software through phone, email, and chat. Troubleshoot customer issues using remote support tools, test form updates, document bugs, maintain the support portal, identify recurring issues, communicate updates across departments, and improve software programs with AI-assisted workflows.
Fintech • Software
Manage a high-volume eCommerce customer portfolio, driving product adoption, satisfaction, and gross revenue retention. Execute success plans, monitor health and usage signals, identify and resolve risks, support renewal readiness, document customer feedback, and collaborate with Support, Renewals, Sales, and Professional Services. Maintain accurate CRM and Gainsight records while ensuring consistent engagement and operational discipline.
Fintech • Software
Lead enterprise discovery sessions, map transaction flows and ERP landscapes, design cross-border compliance solutions, and advise technical and business stakeholders. Partner with Sales on account strategy, qualification, RFPs, tenders, demonstrations, and solution positioning. Maintain demo environments, support partner-led engagements, improve pre-sales practices, and use AI tools to streamline workflows and personalize demonstrations. Occasional travel and a background check are required.
Fintech • Software
Develop and maintain tax compliance software across the full software development lifecycle. Write clean, tested code using Node.js, JavaScript, React, databases, TDD, and CI practices. Collaborate with product, design, QA, and technical teams to refine requirements and deliver customer solutions. Work with senior developers to solve complex problems, improve engineering standards, and document solutions while using AI-assisted tools to enhance coding, testing, and problem-solving.
Fintech • Software
Drives new customer acquisition and cross-sell revenue for SaaS tax compliance solutions. Responsibilities include prospecting, lead qualification, product demonstrations, full-cycle sales, negotiation, closing, CRM management, forecasting, quotes, online purchasing support, and customer expansion. Collaborates with Marketing and Customer Success while maintaining pipeline health, meeting revenue targets, and sharing market feedback.
Fintech • Software
Provides technical support for a SaaS platform by resolving customer tickets, calls, and emails; troubleshooting software issues; documenting resolutions; maintaining knowledge-base content; supporting customer onboarding and training; identifying recurring problems; collaborating with product teams; and participating in on-call rotations.
Fintech • Software
Own the full sales cycle for strategic embedded software partnerships with global Independent Software Vendors. Responsibilities include recruiting and acquiring ISV partners, executive-level selling, pipeline and revenue growth, commercial negotiations, forecasting, cross-functional solution development, and contract closure. The role also helps build repeatable partner-selling processes and requires collaboration across product, engineering, legal, finance, marketing, and support teams. Travel is required less than 25% of the time.
Fintech • Software
Executes monthly and quarterly commission calculations, maintains commission models and rate tables, investigates data discrepancies, reconciles records with Sales Operations and Finance, produces recurring and ad hoc reports, explains variances, maintains compliance documentation, and improves commission processes and data reliability.
Fintech • Software
Designs, implements, supports, and optimizes enterprise infrastructure and systems, including servers, virtualization, storage, networking, load balancing, backup, monitoring, and automation. Troubleshoots complex production issues, creates technical and disaster recovery documentation, participates in design and change reviews, collaborates across technical teams, and mentors junior engineers to improve platform reliability, scalability, and security.
Fintech • Software
Serves as the primary technical advisor for enterprise customers across SaaS and on-premises environments. Manages technical account plans, governance meetings, escalations, deployments, risk mitigation, documentation, enablement, and cross-functional customer outcomes. Supports SAP ECC and S/4HANA integrations, including APIs, IDocs, middleware, data flows, testing, and deployment readiness. Provides product feedback, improves account processes, and mentors less experienced TAMs.
Fintech • Software
Supports complex, multinational enterprise sales engagements for tax and compliance technology. Leads discovery, maps transaction flows and ERP environments, designs cross-border solution architectures, delivers tailored demonstrations, responds to RFPs and tenders, influences technical and executive stakeholders, and partners with Sales, Alliances, Product, and Professional Services to advance deals and transition customers to implementation.
Fintech • Software
Perform global revenue recognition under ASC 606, prepare journal entries and deferred revenue schedules, complete reconciliations, and support financial close. Maintain accounting policies and controls, automate processes using AI and emerging technologies, and assist with post-acquisition integrations. Serve as the ASC 606 subject matter expert by guiding and training finance teams and stakeholders while collaborating with IT, FP&A, and operations.
Fintech • Software
Manages clients’ day-to-day tax compliance needs, including data imports, reconciliation, regulatory deadline tracking, issue resolution, and use of tax compliance software. Coordinates internal teams, ensures adherence to policies and taxing-authority requirements, tracks performance measures, and leads process improvement initiatives. Supports associate development through training, mentoring, and knowledge sharing while assisting management with team activity tracking and timely project completion.
Fintech • Software
Manage a high-volume portfolio of eCommerce customers, driving product adoption, customer outcomes, retention, and renewal readiness. Monitor customer health and usage signals, identify risks, create success plans, and coordinate resolution with Support, Renewals, Sales, and Professional Services. Maintain accurate CRM and customer success platform records, document engagement and risks, capture customer feedback, and use AI tools to improve portfolio management and surface actionable insights.
Fintech • Software
Leads and develops sales and customer success teams serving the U.S. eCommerce portfolio. Owns new customer acquisition, revenue growth, renewals, upsells, cross-sells, partner expansion, and migration from desktop to cloud solutions. Manages forecasting, pipeline visibility, CRM hygiene, churn monitoring, customer retention, marketing collaboration, and performance reporting while using AI tools to improve decision-making.
Fintech • Software
Manage and develop a team of Customer Success Managers and Team Leads, ensuring consistent execution, risk management, retention readiness, customer outcomes, and talent development. The role oversees performance accountability, health and risk visibility, renewal forecasting inputs, CRM and Gainsight data quality, coaching, evaluations, and collaboration with Renewals, Sales, and CS Operations. The manager does not own individual customer accounts or commercial renewals.
Fintech • Software
Guide new clients through software implementation from kickoff to go-live and handoff. Serve as the primary client contact, manage project plans, configure solutions, document setups, identify risks, resolve issues, and translate business requirements into technical specifications. Lead client work sessions, provide training and post-launch support, use AI-assisted workflows, and recommend process improvements. The role requires strong organization, communication, client service, and the ability to manage multiple concurrent implementations.
Fintech • Software
Develop, test, maintain, and troubleshoot tax compliance software within agile teams. Participate in the full software development lifecycle, collaborate with product, QA, design, and technical teams, pair program, document solutions, resolve engineering escalations, and build expertise in databases, SAP, web development, cloud technologies, or related specialties.



