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Lead product strategy and execution for B2B SaaS tax/accounting products. Define vision, roadmaps, requirements, and metrics; run customer discovery and experiments; leverage AI/agentic tools; drive launches, commercialization, and cross-functional delivery to achieve measurable business outcomes.

The Customer Marketing Manager will develop strategies to drive customer engagement, retention, and lifetime value through data analysis and targeted marketing campaigns, while managing events and collaborating with various teams.

The Senior CX/UX Researcher will lead and execute complex user research studies, presenting insights to drive product strategy and improving user experience within tax and accounting workflows.

The Senior CX/UX Designer will create AI-powered user experiences for tax and accounting workflows, leading the design of interactive prototypes and collaborating with cross-functional teams to ensure usability, compliance, and transparency in AI-driven solutions.

Lead technical design and delivery of scalable, cloud-native SaaS solutions. Drive architecture and implementation across frontend and backend stacks, mentor engineers, apply AI/agent workflows and NLP, ensure high availability, and collaborate with product and cross-functional teams to ship reliable, production-grade systems.

Drive positioning, go-to-market execution, and customer lifecycle marketing for TaxWise products. Create customer-facing content, enable sales, run demand-generation and retention campaigns, conduct market and competitive research, analyze performance metrics, and collaborate cross-functionally to increase adoption, renewals, upgrades, and revenue.

Manages sales operations and strategy for regional and segment leadership. Analyzes sales performance, pipeline health, forecasts, and productivity metrics to provide actionable recommendations. Leads operating cadences, forecast meetings, pipeline reviews, and deal inspections while improving data integrity, process compliance, and tool adoption in Salesforce and Power BI. Partners with sales, finance, and global operations leaders on planning and cross-functional initiatives that improve forecast accuracy, sales effectiveness, and operational scalability.

Research and interpret auditing and financial reporting standards for publication in a professional research database. Develop analytic content, summaries, guidance, news articles, and white papers; monitor industry developments; respond to customer inquiries; review content quality; support product enhancements and marketing initiatives; and maintain expertise in accounting, auditing, and financial reporting.

Develop and lead scalable sales enablement, training, coaching, onboarding, and technology adoption programs for B2B revenue teams. Partner with sales leadership, revenue operations, marketing, and customer success to improve seller productivity, pipeline growth, forecast accuracy, and business performance. Manage cross-functional initiatives, measure program outcomes, influence stakeholders, and optimize enablement strategies using data, analytics, and platforms including Gong, Outreach, Salesforce, and Seismic.

Lead forecasting, budgeting, reporting, and variance analysis. Build financial models and business cases, identify risks and trends, and drive process improvement, automation, and finance transformation. Partner with cross-functional teams to redesign finance and operational processes, develop KPIs and dashboards, and manage projects across a global environment.