Jobs at Workiz

Prospect and qualify inbound demo requests, trials, and partner-sourced leads through high-volume calling, emailing, and messaging. Convert trial users into sales-ready opportunities, maintain disciplined HubSpot CRM notes, recover no-shows, collaborate with AEs on handoffs, and provide feedback to improve messaging and conversion.

Lead finance automation and AI initiatives, oversee accounting quality and US-GAAP reporting controls, manage U.S. and Israeli tax compliance, support monthly and annual close, handle intercompany transactions, and own legal, insurance, and risk matters. The role partners across legal, sales, and finance while improving scalable processes in a fast-paced SaaS environment.

Own and grow Workiz Pay, an embedded payments platform for field service businesses. Drive payment capabilities, financial integrations, and fintech feature development in a regulated environment. Partner with engineering, legal, risk, compliance, support, and finance teams to manage product requirements, reconciliation logic, roadmaps, analytics, customer experience, and end-to-end launches.

Own technical and commercial relationships for a SaaS customer portfolio. Responsibilities include diagnosing software issues, investigating APIs and data flows, documenting defects, correcting configurations, leading onboarding and integrations, and partnering with engineering and product. The role also manages renewals, negotiations, retention, upsells, cross-sells, forecasting, and customer health. This is a hybrid position requiring three days weekly in the San Diego office.

Leads technical onboarding for SaaS customers, including account configuration, data migrations, integrations, API and webhook troubleshooting, workflow design, training, and go-live readiness. Owns technical issue diagnosis, defect documentation, customer milestones, HyperCare, and cross-functional coordination with Sales, Support, Product, Engineering, and Customer Success. Manages multiple concurrent implementations while ensuring accurate data, strong adoption, and smooth customer handoffs.

Designs, improves, and maintains cloud infrastructure as part of the infrastructure team. Collaborates with R&D on infrastructure features, enhances system observability and performance, and manages projects from conception through completion. Requires production Kubernetes experience, cloud provider expertise, Linux administration, infrastructure-as-code skills, and strong scripting ability.

Develop and enhance Workiz’s SaaS application using modern full-stack technologies. Contribute to architecture and technical decisions, participate in code reviews, debug complex issues, and work independently within a Scrum squad. The role focuses on JavaScript, TypeScript, Node.js, React, relational databases, and AI-assisted development, with opportunities to use cloud, NoSQL, PHP, and VoIP technologies.

Manage revenue operations for Sales and Customer Success by resolving CRM requests, improving processes, maintaining clean data, owning lead routing and lifecycle workflows, building reports and dashboards, and automating repetitive tasks. The role requires deep HubSpot expertise, AI-enabled process automation, strong analytical and communication skills, and collaboration across go-to-market teams in a hybrid San Diego environment.

Own paid acquisition strategy and performance across Meta, Google, TikTok, and emerging channels. Manage substantial budgets, CAC and ROAS targets, full-funnel campaigns, attribution, dashboards, tracking infrastructure, and conversion optimization. Test new channels and creative approaches while partnering with creative, product marketing, and sales to drive growth and communicate performance insights to leadership.

Leads SaaS sales strategy and revenue growth while managing Account Executive and SDR teams. Responsibilities include coaching, pipeline generation, prospect engagement, discovery calls, product demonstrations, contract execution, quota and KPI management, market analysis, cross-functional collaboration, partnership development, and sales reporting. The role requires building go-to-market strategies and closing SMB, mid-market, and enterprise deals in the field-service technology sector.

Own and optimize the HubSpot-driven marketing tech stack end-to-end: improve workflows, integrations, tracking, attribution, automation, data quality, partner operations, and analytics. Use AI and no-code tools to scale pipelines and provide trustworthy reporting to drive growth.