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Lead onboarding and implementation delivery across two B2B SaaS products, overseeing data migration, configuration, go-live, pricing, packaging, SOWs, cost-to-serve, capacity, and operational efficiency. Integrate onboarding teams, improve time-to-live, establish services economics, partner with Finance and Sales, manage escalations, and develop leaders across the organization.

Drive new business within a territory through inbound and outbound prospecting, events, discovery calls, product demonstrations, and full-cycle consultative sales. Manage pipelines from initial contact through contract close, meet revenue targets, maintain accurate CRM records, and collaborate with Sales Engineering, BDR, Marketing, and Customer Success teams. The role requires territory travel 3–5 business days monthly and experience selling SaaS or software.

Leads onboarding and implementation across Rentvine and PMW, overseeing data migration, configuration, technical go-live, timelines, team integration, pricing, packaging, SOWs, cost-to-serve, capacity, efficiency, and manager development. Owns the onboarding operating model, implementation economics, and customer handoffs into education while partnering with Finance and Sales.

Own end-to-end B2B SaaS client implementations from kickoff through go-live and handoff. Build project plans, scope work, write SOWs and change orders, manage risks and dependencies, lead client communication, and ensure timely launches. Collaborate on data migration, validation, financial cut-over, and go-live readiness. Maintain accurate status reporting, enforce scope and commitments, and improve implementation processes and standards.

Conduct 100+ daily outbound calls using AI-curated prospect queues, qualify property management software prospects, set high-intent demos for Account Executives, maintain accurate HubSpot records, and provide market feedback. The role requires disciplined script execution, strong phone communication, coachability, quota orientation, and comfort with evolving technology and processes. It is remote within specified western states, with approximately 10–15% travel to industry events.

The Senior Accountant will support month-end close, journal entries, reconciliations, GAAP-compliant reporting, revenue recognition, sales tax compliance, audits, internal controls, and accounting documentation. The role will also manage contracts, improve close processes, maintain revenue schedules, investigate discrepancies, and collaborate with cross-functional teams. Remote Florida-based employees must visit the Bonita Springs office monthly.

Conduct 100+ daily outbound calls using AI-curated prospect queues, qualify property management software opportunities, and schedule high-intent demos for Account Executives. Follow and adapt call scripts, engage prospects across multiple touchpoints, maintain accurate HubSpot records, share market intelligence, and collaborate with sales teams. Success is measured through activity, qualified meetings, SQLs, pipeline creation, show rates, call quality, and CRM discipline.

Provide inbound SaaS technical support via phone, email, and chat; troubleshoot software, accounting, and workflow issues; own tickets end-to-end; escalate complex cases to Tier 2/Engineering; maintain product expertise; contribute to knowledge base and cross-functional process improvements; meet SLAs and CSAT targets.

Lead product vision and roadmap for trust accounting, AP/AR, and owner disbursements. Drive execution with engineering and design, engage customers, embed AI/automation where valuable, write specs, run sprints, and track adoption and compliance-related metrics.

Lead month-end close, prepare and review journal entries and reconciliations, maintain ASC 606 revenue schedules, coordinate sales tax compliance, support audits, strengthen controls and documentation, and improve accounting processes across the company.