Actionstep

Project Manager

• Oversee Actionstep’s involvement in Certified Consulting Partner (CCP)-led implementations, ensuring strong coordination between partners, customers, and internal teams.
• Manage internal implementations and professional services projects directly, delivering within agreed scope, budget, and timeline.
• This role focuses on partner governance, enablement, and delivery oversight, ensuring partners follow best practices and that all projects achieve the desired customer outcomes.
• Acting as a bridge between internal teams, CCPs, and customers, the Project Manager balances delivery execution with partner development and continuous improvement.
• Support and monitor Certified Consulting Partner (CCP)-led implementations to ensure alignment with Actionstep delivery frameworks, tools, and quality expectations.
• Track overall delivery performance across the partner portfolio, identifying trends, risks, and systemic challenges.
• Act as the escalation and coordination point for delivery challenges raised by partners or internal teams, facilitating swift and effective resolution.
• Participate in regular partner performance reviews, contributing insights and recommending improvements to governance and delivery quality.
• Collaborate with the Lead PMO and Services leadership to refine partner governance models and ensure consistent application across regions.
• Facilitate onboarding and training for Certified Consulting Partners (CCPs) by coordinating resources, scheduling sessions, and ensuring materials are current and complete.
• Manage select internal or strategic customer projects directly, ensuring delivery within agreed scope, budget, and timeline.
• Collaborate with technical teams to ensure accurate scoping and resource alignment for internal projects.
• Create and maintain project documentation, templates, and process guides to ensure consistency and scalability.
• Partner with the PMO to maintain and improve delivery frameworks, documentation, and tools that support project and partner success.
• Contribute to the definition and refinement of delivery metrics, project standards, and governance processes.
• Participate in post-project reviews, capturing and sharing lessons learned to drive continuous improvement.
• Build and maintain strong relationships with partners and internal stakeholders, ensuring alignment and collaboration across all project phases.
• Deliver consistent, transparent communication on project status, issues, and dependencies.
• Ensure escalations are resolved effectively, and that insights are captured to prevent recurrence and strengthen delivery maturity.
• Undertake any other reasonable duties as required.

Analyst

• Guide customers through the implementation process, including discovery, system setup, configuration, workflow and template installation or changes, and training.
• Execute implementation and professional services as scoped for customers, ensuring delivery meets quality standards and customer needs.
• Ensure accuracy and consistency of deliverables through testing and validation.
• Support escalations for customers or partners to ensure successful outcomes.
• Deliver or contribute to customer training as part of implementation or ongoing services.
• Provide post-go-live support to help stabilize customer experience and adoption.
• Support onboarding and training of new partners to ensure consistent delivery standards.
• Ensure smooth transition of customers from implementation to ongoing support or customer success, including clear handoff documentation and knowledge transfer.
• Collaborate with Project Managers, Solution Architects, and other Services team members to ensure smooth execution of engagements.
• Contribute to continuous improvement by providing feedback to enhance delivery frameworks, templates, and best practices.
• Provide level-of-effort (LOE) estimates and input to support accurate scoping and contract execution.

Service Delivery Analyst

Account Executive

• Help grow the Actionstep Emerging Market customer base
• Generate new customer opportunities through effective prospecting
• Delivery of outbound activities and solutioning
• Funnel management and forecasting
• Closing sales
• Make an impact at a successful cloud-based, technology organization.

Account Executive – Emerging Market

Sales Operations Manager

• Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships
• Troubleshoot common Salesforce issues (access, visibility, errors, workflow behavior, reporting discrepancies)
• Assist with user onboarding/offboarding, profiles, permission sets, and role hierarchy updates
• Support updates to fields, page layouts, record types, and picklists
• Escalate architectural or high-risk changes to the Director of Sales Operations
• Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
• Assist with duplicate management, normalization, and cleanup efforts
• Support data imports/exports and enrichment processes
• Help maintain alignment between Salesforce and connected systems
• Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance
• Help test and QA changes in sandboxes before production deployment
• Support documentation of Salesforce processes and system behavior
• Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps
• Investigate and help resolve data and reporting inconsistencies
• Support operational workflows across the go-to-market tech stack, including but not limited to: Salesforce (CRM, reporting, automation), Outreach (sales engagement and sequencing), 6sense (intent data and account targeting), Ortto (marketing automation), Proposify (proposal generation)
• Help ensure data flows correctly between systems and flag issues when discrepancies arise
• Assist with user questions related to these tools and their Salesforce integrations
• Create and maintain Salesforce documentation, process guides, and training materials
• Support onboarding and training for new Sales team members
• Promote best practices for CRM usage and data hygiene
• Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.
• Actively looking to build own career through delivery of self and assisted professional development initiatives.

Sales Operations Analyst

• Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships
• Troubleshoot common Salesforce issues (access, visibility, errors, workflow behavior, reporting discrepancies)
• Assist with user onboarding/offboarding, profiles, permission sets, and role hierarchy updates
• Support updates to fields, page layouts, record types, and picklists
• Escalate architectural or high-risk changes to the Director of Sales Operations
• Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
• Help maintain alignment between Salesforce and connected systems
• Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance
• Help test and QA changes in sandboxes before production deployment
• Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps
• Support operational workflows across the go-to-market tech stack
• Create and maintain Salesforce documentation, process guides, and training materials
• Build and maintain strong working relationships with all internal and external parties

Accounting Manager

• Own the end-to-end strategy for Actionstep’s accounting portfolio
• Develop a multi-year roadmap supporting growth and simplification
• Include appropriate AI, pattern learning and automation as part of our solutions
• Balance customer needs, market differentiation, and technical constraints
• Define the optimal product architecture to support native and integrated products
• Understand financial, compliance, and workflow requirements across UK, US, and ANZ
• Ensure capabilities meet mid-market and enterprise needs (e.g. trust compliance, multi-entity accounting, advanced billing)
• Lead a distributed PM team across NZ and Canada
• Collaborate with Engineering, Design, GTM, Support, Finance
• Maximize value and profitability of recent legal accounting acquisition
• Ensure accounting accuracy, trust compliance, and auditability

Head of Accounting, Billing and Trust Products

Product Manager

• Own the end-to-end roadmap for Actionstep’s new product and add-on module portfolio, focusing on innovation and revenue growth
• Identify high-value product opportunities through customer insights, competitive analysis, and strategic alignment.
• Balance commercial opportunity, customer value, technical feasibility, and time-to-market.
• Align an AI-first mind-set with an ambitious product roadmap, leveraging guidance from our AI Senior Product Director, our CPO and CTO to push for competitive differentiation.
• Lead rigorous discovery processes to validate market demand, buyer personas, and willingness to pay.
• Drive excitement across the business for planned new modules and overall new product roadmap through regular updates and presentations.
• Define commercial goals for each new module and monitor performance and optimize adoption, retention, and expansion using data-driven insights.
• Lead and grow a dedicated PM team focused on new product development and ensure they meet KPIs.

Project Manager

Service Delivery Analyst

Account Executive – Emerging Market

Sales Operations Analyst

Sales Operations Analyst

Head of Accounting, Billing and Trust Products

Product Management Director – New Products