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Owns the insurance product backlog and roadmap, translating biller and payer needs into requirements, user stories, and acceptance criteria. Partners with Engineering, UX, Integrations, Implementations, Customer Success, Sales, and Marketing to deliver launches and measurable outcomes. Uses product analytics, data tools, research, experimentation, and AI to guide prioritization, monitor adoption, and improve insurance payment workflows. Mentors product managers and serves as the insurance vertical subject matter expert.

Own full sales cycle to win new mid-market customers: prospecting, discovery, demos, negotiation, and close. Build territory strategies, manage pipeline and forecasts in CRM, collaborate with cross-functional teams, and use AI and sales tools to drive revenue and displace legacy competitors.

The Senior Software Engineer will design and develop web applications, manage projects, ensure application efficiency, and mentor peers while using modern technologies and AI tools.

Manage a defined portfolio of clients to drive adoption, retention, and expansion of the InvoiceCloud platform. Build strategic relationships, identify upsell opportunities, troubleshoot integrations, use Salesforce and analytics to inform action plans, and execute scalable engagement cadences. Periodic onsite travel and cross-functional collaboration required to resolve issues and deliver measurable client outcomes.

Maintain, optimize, and evolve InvoiceCloud's production database systems. Troubleshoot incidents, tune queries and indexes, design efficient schema and stored procedures, automate operational tasks, and contribute to Azure-based database architecture and scalability improvements.

Serve as a strategic partner to the CEO and Executive Leadership Team, leading cross-functional, enterprise initiatives (including post-merger integration), driving execution, defining KPIs, mitigating risks, coordinating with Vista Equity Partners, representing leadership externally, and improving operational efficiency through data-driven decisions and AI/automation governance.

Partner with leaders on talent management, succession planning, and organizational design. Coach managers, lead engagement surveys and action plans, and improve employee experience. Manage employee relations, performance improvement plans, promotions, Workday updates, and HR processes. Drive HR reporting, OKRs, KPIs, and workforce analytics, leveraging AI tools to increase efficiency and inform decisions.

The Enterprise Sales Director, Tax drives new business and customer acquisition, managing complex sales cycles in the government and tax sectors, while leveraging consultative sales methodologies and CRM tools to meet targets.