Jobs at Wisetack

Onboard and educate SMB merchants, manage customer relationships, drive activation and loan-volume outcomes, execute activation campaigns, and communicate merchant feedback to product, marketing, growth, and partner teams. The role requires consultative communication, strong organization, data-informed prioritization, and continuous improvement of the merchant activation playbook.

Performs treasury finance operations, including loan sales, data analysis, reconciliation, and financial controls. Automates recurring workflows using SQL, Python, Excel, and AI tools; maintains and modernizes data pipelines; investigates discrepancies; and communicates insights to technical and business stakeholders. Serves as a subject matter expert on loan data and finance processes while supporting fraud prevention and financial governance.

Own key areas of the monthly close, including journal entries, reconciliations, variance analysis, and financial reporting. Investigate discrepancies across transaction systems and the general ledger, support audits and tax requests, review invoices and expenses, and improve accounting processes through automation and AI tools. Partner with business teams to develop scalable accounting processes for lending, payments, refunds, and disbursements.

Generate qualified sales pipeline through outbound calls, email, and SMS prospecting to home services businesses. Qualify inbound and outbound leads, identify decision-makers, schedule meetings for Account Executives, manage outreach cadences, maintain accurate CRM data, track KPIs, handle objections, and improve messaging. The role requires disciplined, high-volume prospecting and collaboration in a fast-paced fintech startup environment.

Own and prioritize a portfolio of borrower financing applications, contacting borrowers and occasionally merchants to resolve barriers and move applications toward funding. Handle objections, provide accurate and compliant guidance, coordinate with internal teams, document activity in Salesforce, and meet funded-loan, volume, satisfaction, and conversion goals. Identify recurring issues, test outreach strategies, provide feedback, and help improve borrower conversion processes.