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Owns strategic B2B accounts after contract execution, leading retention, renewals, expansion, account strategy, forecasting, QBRs, onboarding, and risk management. Builds executive relationships, identifies growth opportunities, monitors customer health, coordinates cross-functional resources, and ensures client outcomes. The role requires 5+ years of client-facing account ownership experience, revenue responsibility, and a proven record of retaining and growing accounts.

Lead the development of Directive’s Lifecycle Marketing practice across B2B, SaaS, service, and complex eCommerce clients. Build lifecycle strategies, customer journeys, segmentation, automation, testing roadmaps, and measurement frameworks tied to revenue outcomes. Deliver hands-on client work across marketing platforms, lead senior stakeholder relationships, mentor marketers, and help shape service offerings. Participate in scoping, pitching, and expanding engagements while developing methodologies and operating effectively in ambiguous environments.

Processes work orders and customer invoices accurately and on time. Verifies costs and revenue, enters material usage, reviews supporting documentation, researches field-data discrepancies, and resolves unbilled work orders. Collaborates with service managers, procurement staff, and technicians to correct paperwork and service issues while following company and client invoicing procedures.

Hands-on Director of Accounting to own end-to-end accounting operations, ASC 606 revenue recognition, AR collections, internal controls, tax and equity accounting, audit readiness, and accounting systems. Build and lead a small high-performing team, automate workflows, and partner with finance leadership, auditors, tax advisors and investors to support growth.

Supports HR Operations workstreams including contingent workforce administration, PERM immigration recruitment coordination, compensation and equity reporting, Workday and Greenhouse data management, and new-hire onboarding. Handles vendor communications, HR technology support, administrative tasks, and sensitive employee information while coordinating with HR Operations and HR Business Partners.

Conduct financial analysis, reporting, forecasting, budgeting, and budget-versus-actuals analysis across departments. Develop go-to-market metrics, monitor KPIs, manage sales commission calculations, evaluate investments, support audits, and present insights to leadership. The role also involves using AI tools such as Claude and ChatGPT to automate financial workflows and reporting.

Reviews and approves affordable-housing tenant certifications, recertifications, move-ins, transfers, reports, and audit responses. Audits tenant files, monitors regulatory deadlines and compliance data, maintains records in OneSite and state systems, and supports onsite teams through guidance, training, site visits, and corrective-action recommendations. Ensures adherence to LIHTC, Section 8, HOME, PHA, and other federal, state, and local housing program requirements.

Provides customer and retailer support across phone, email, CRM, warranties, returns, replacements, shipment claims, and issue resolution. Processes wholesale, demo, and retail orders; manages account applications, credits, discounts, payment terms, revisions, and product updates using NetSuite and NuORDER. Builds relationships with sales partners and retailers while supporting office administration, shipping, and cross-functional business needs.

Own and improve the end-to-end card disputes lifecycle: author SOPs, manage investigations, chargebacks, representments, and arbitration. Build, test, and tune agentic/AI investigation tooling, analyze dispute trends, define KPIs, manage BPO relationships, and mentor junior analysts.

Leads strategic marketing transaction and budget planning for the residential business. Develops forecasts, data models, simulations, dashboards, profitability analyses, sensitivity analyses, and business cases using Python, SQL, Snowflake, Tableau, and Power BI. Partners with marketing and finance teams to evaluate opportunities, set targets, optimize channel mix and spending, automate processes, and present performance insights to leadership.