Acquisition.com

Revenue Operations

• Own revenue recognition across all revenue streams, including workshops, books, content and emerging products/services.
• Ensure compliance with GAAP and ASC 606, including identification of performance obligations and appropriate revenue timing.
• Review and approve deferred revenue schedules, amortization logic, and revenue journal entries prepared by the Revenue Specialist.
• Partner with the CFO and Controller on monthly and quarterly close to ensure revenue, accounts receivable, deferred revenue, and related balances are accurate and well supported.
• Serve as the escalation point for complex revenue questions, contract structures, and edge cases.
• Partners with billing to understand accounts receivable processes, including billing logic, payment application, aging analysis, and reconciliation to revenue.
• Ensure accurate setup and maintenance of deferred revenue schedules tied to customer contracts and delivery timelines.
• Design and maintain deferred revenue roll-forwards and supporting schedules at a customer and product level.
• Collaborate cross-functionally to ensure operational data (event dates, delivery milestones, inventory fulfillment) supports accurate revenue recognition.
• Partner with Accounting and product fulfillment to ensure inventory-based revenue and related balances are accurately reflected in the general ledger.
• Ensure inventory, event, and bundled offering costs are recognized in the appropriate period and properly matched to revenue.
• Review book shipping and fulfillment data to calculate weighted-average unit costs and recognize inventory expense as COGS upon shipment or delivery.
• Own the reconciliation between HubSpot, QuickBooks, and supporting tools (e.g., Zapier), ensuring clean and auditable data flows.
• Design scalable processes to support new revenue streams as they are launched.
• Improve automation, reporting, and documentation around revenue recognition and deferred revenue.
• Identify gaps or risks as the business grows and proactively design solutions.
• Provide leadership with clear visibility into revenue by customer, product, and period.
• Provide day-to-day direction and review for VA support resources, ensuring revenue-related data, schedules, and reconciliations are accurate and complete.
• Establish clear processes, controls, and documentation to support a scalable and audit-ready revenue function.
• Partner with Accounting and external advisors to ensure accurate sales tax treatment, system setup, and reconciliation of sales tax liabilities related to revenue activity.

Revenue Manager

Video Editor

• Edit and deliver polished, high-retention long-form videos for YouTube and other owned platforms on a consistent weekly cadence.
• Execute against pre-production outlines, packaging direction, and creative notes from the Lead Editor.
• Optimize pacing, structure, and clarity with platform-aware editorial decisions (watch time, session time, retention curves).
• Identify issues in footage and proactively surface insights that improve storytelling and production quality.
• Apply proven retention tactics and narrative structure across platforms, not just YouTube.
• Stay current on platform trends and audience behavior across YouTube, Instagram, TikTok, X, and LinkedIn.
• Suggest creative improvements, alternate approaches, and potential risks early in the editing process.
• Maintain strict adherence to brand guidelines and editorial standards across all platforms.
• Collaborate with short-form editors to repurpose long-form content into platform-native clips when needed.
• Use team-provided templates, intros, motion graphics, and brand assets consistently across channels.
• Participate in post-mortems and apply learnings to continuously improve performance across platforms.
• Assist with basic production needs such as props or simple scene setups.
• Offer thoughtful revision feedback when requested.
• Monitor channel comments periodically to remove spam and support a healthy viewer environment.

Video Editor – Long-Form

Customer Support

• Provide HubSpot support and administration end to end, including user management, permissions, objects, pipelines, workflows, reporting, and overall system configuration.
• Serve as the primary point of contact for a high volume of HubSpot ticket requests, managing intake, prioritization, and resolution based on impact and defined SLAs.
• Identify recurring issues and root causes across HubSpot, integrations, and internal systems, and implement durable solutions that reduce ticket volume over time.
• Maintain strong data hygiene and governance to ensure HubSpot remains a trusted source of truth for reporting and decision-making.
• Partner with Sales, Marketing, Operations, Product, and Engineering to support and stabilize HubSpot integrations, including an internal platform with an integrated payments module.
• Create and maintain documentation, SOPs, and training materials that improve consistency, enable self-service, and reduce ongoing support burden.

HubSpot Support Specialist

Full-stack Engineer

• Write, test, and maintain data pipelines, automation frameworks, and shared TypeScript libraries.
• Develop integrations between internal and external systems through robust, reusable code.
• Build and maintain scalable abstractions and connection layers that unify data systems.
• Implement and optimize AWS-based infrastructure for storage, compute, and deployment.
• Ensure data accuracy, security, and accessibility through code-driven validation and monitoring.
• Continuously refine system architecture in code to improve performance, scalability, and reliability.
• Collaborate with engineering, leadership, and business teams to deliver actionable insights from data.

Senior Software Engineer, Systems

Financial Planning and Analysis

• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
• Headcount planning & hiring forecasts
• Cash flow forecasting (13-week + longer term)
• Develop and maintain financial models that include Income Statement, Balance Sheet and Cash for various business units and projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Prepare strategic scenario modeling (upside/downside) to support decision-making.
• Collaborate with cross-functional teams to gather relevant information for financial analysis.
• Support the monthly financial reporting process, including variance analysis and management reporting.
• Assist in the evaluation of potential investments, mergers, and acquisitions.
• Understand the competitive landscape and the global economic trends to assist with day to day activities.
• Continuously improve financial processes and systems to enhance efficiency and accuracy.

FP&A Analyst

Operations

• Build, lead, and retain a high performing sales organization, including setters (SDRs) and closers (Business Consultants)
• Hire, onboard, train, and develop sales managers and individual contributors
• Establish clear expectations, performance standards, and accountability across the team
• Foster a collaborative, professional, and values aligned sales culture
• Provide consistent coaching and feedback through regular one on ones and performance reviews
• Translate executive level revenue goals into actionable sales plans and execution strategies
• Set and manage quotas, targets, and capacity planning across sales teams
• Ensure consistent execution of sales processes, scripts, and best practices
• Continuously evaluate and optimize the sales funnel to improve conversion, efficiency, and revenue predictability
• Conduct regular call audits and quality reviews to ensure sales excellence and adherence to standards
• Own sales performance metrics and reporting across all sales teams
• Track, analyze, and communicate key KPIs including conversion rates, quota attainment, pipeline health, and productivity
• Ensure timely submission of weekly sales performance reports to executive leadership
• Partner with managers to address underperformance through coaching, redeployment, or corrective action when necessary
• Partner with Marketing to align lead generation strategy, funnel quality, and campaign performance
• Collaborate with Operations and Finance on forecasting, headcount planning, and capacity modeling
• Maintain a strong understanding of customer needs, objections, and buying behavior and ensure insights flow throughout the organization
• Manage and administer sales compensation plans
• Ensure accurate tracking and validation of commissions and incentives
• Provide performance insights and recommendations related to compensation effectiveness
• Oversee the Strategic Partnerships function and manage the partnerships sales representative
• Ensure partnerships are aligned with revenue objectives and operational priorities
• Track performance and ROI of partnership driven opportunities
• Communicate high priority sales issues with the VP of Operations via Slack
• Submit end of week sales performance report by end of week
• Participate in weekly, monthly, quarterly, and annual leadership meetings as required

Director of Sales – Well-Oiled Operations

• Design, implement, and maintain robust, automated data pipelines using modern ETL and ELT tools, including Fivetran for ingestion and dbt for transformation and orchestration.
• Model and optimize data in Snowflake to support analytics, operational reporting, and automation, particularly for finance, people, and legal teams.
• Ensure data reliability through automated quality checks, monitoring, observability, and lineage visibility.
• Build reusable abstractions, libraries, and internal frameworks, primarily in TypeScript and SQL, to support scalable ingestion and transformation of structured and unstructured data.
• Partner closely with analytics, engineering, and business stakeholders to deliver consistent, executive-ready insights through tools such as Metabase and a centralized corporate dashboard.
• Leverage AWS and infrastructure as code to manage data storage, compute, and deployment workflows in a secure and scalable way.
• Continuously evolve data architecture to meet changing needs around performance, scale, governance, security, and compliance.

Senior Software Engineer, Data

Controller

• Own GAAP-compliant general ledger accounting, including monthly, quarterly, and annual close and reporting
• Lead revenue recognition under ASC 606, ensuring accurate policies, documentation, and execution
• Manage and develop the accounting team and oversee external accounting and audit partners
• Ensure accurate and timely financial statements, consolidations, and management reporting across all entities
• Oversee tax compliance with a focus on sales and use tax, filings, and third-party coordination
• Establish and maintain accounting policies, internal controls, and documentation to support audit readiness and scalability

People Operations

• Manage all employee benefits programs (health, dental, vision, 401(k), perks, etc.) and serve as the primary point of contact for employees.
• Develop and implement competitive salary structures and incentive plans across multiple business units that attract, retain, and motivate employees, aligning with business goals.
• Ensure regular review of the total rewards programs to maintain competitive edge and alignment to talent strategy.
• Administer leaves of absence and accommodations in accordance with applicable laws (FMLA, ADA, COBRA, ACA).
• Maintain compliance with all employment regulations across multiple states.
• Ensure compliance with all applicable labor laws, including FMLA, ADA, COBRA, and ACA regulations.
• Own our HRIS and people systems—maintain accurate records, troubleshoot issues, and continuously improve the employee experience.
• Ensure data integrity across systems and support regular audits, compliance filings, and internal reporting.
• Develop and maintain SOPs for People Ops processes.
• Partner with finance on payroll alignment, headcount tracking, and workforce planning.
• Use data and market trends to inform strategic decisions, conduct pay equity audits, analyze effectiveness of team’s programs, and present insights to leadership.
• Track and report on key HR metrics (benefits utilization, headcount trends, turnover, compliance).
• Support leaders with people dashboards and tools that drive accountability and clarity.
• Identify inefficiencies in HR workflows and implement automation tools to streamline operations.
• Partner with IT and vendors to ensure HR systems are fully integrated and optimized.
• Lead training to help teams adopt new tools and processes.
• Work closely with finance, IT, and legal to ensure HR data is aligned and systems are compliant and secure.
• Serve as a project manager for initiatives that span multiple departments (e.g., open enrollment, systems migration, payroll integrations).
• Support audits and compliance reporting, ensuring seamless data flow between HR and finance teams.
• Assist in forecasting HR-related costs, such as benefits expenditures and workforce planning.
• Directly manage and develop a small team as well as partner with other members across the People function.
• Ensure onboarding processes are smooth, scalable, and integrated across departments.
• Review and refine offboarding workflows to ensure compliance and preserve positive relationships with departing team members.
• Set clear goals, provide regular feedback, and support the professional growth of team members.
• Align onboarding/off boarding strategy with broader people ops goals and business needs.