Financial Planning and Analysis

• Review, approve, and reconcile sales orders for compliance with company policies
• Maintain HubSpot and RevOps workflows and ensure seamless integration with Maxio
• Document and improve definitions, workflows, and SOPs across teams
• Support Sales and CS on pricing, bundling, and discount structures
• Ensure all approved deals transition smoothly from CRM to billing
• Partner with Accounting on billing setup, product provisioning, and reconciliation
• Identify and analyze billing trends, renewal patterns, and customer onboarding data
• Create and maintain dashboards across HubSpot, Maxio, and NetSuite
• Report on pipeline coverage, deal conversion, retention, churn, and lifetime value
• Analyze customer metrics to support strategic decisions and policy improvements
• Support commission calculations and renewal forecasting for Sales and CS
• Partner with the Sr. Financial Analyst on monthly variance reporting and forecasting
• Conduct research and analysis to inform pricing, ICP targeting, and deal strategy
• Support compliance tracking for acquired customer data and related integrations.

Financial Analyst – Sales & Billing Operations

Account Executive

• Develop and execute a strategic plan to meet and exceed revenue goals.
• Identify and pursue new business opportunities in assigned territories or verticals.
• Partner with leadership to align on goals and growth strategies.
• Conduct research to identify high-potential clients and key decision-makers.
• Use email, phone, and social media to build relationships and generate qualified leads.
• Maintain an accurate and up-to-date CRM (HubSpot).
• Build trust-based relationships with prospects through consultative selling.
• Deliver tailored product demos that highlight the value of Alpine IQ’s platform.
• Guide clients through the evaluation and onboarding process with transparency and care.
• Prepare proposals, negotiate terms, and close new business deals.
• Manage all aspects of the contract process to ensure accuracy and timeliness.
• Track progress against goals and share insights with leadership.
• Stay current on industry trends, market dynamics, and competitive offerings.

Implementation Specialist

• Serve as the primary point of contact for new customers, delivering a warm and professional onboarding experience.
• Create and execute tailored onboarding plans that align with customer goals.
• Conduct engaging one-on-one and group training sessions to teach product functionality and best practices.
• Assist customers with configuration and customization to meet their unique business needs.
• Provide responsive support and guidance during onboarding.
• Troubleshoot technical or process issues, escalating to internal teams when necessary.
• Develop and maintain onboarding guides, help articles, and training resources.
• Monitor onboarding progress and ensure customers are realizing value quickly.

QA Engineer

• Collaborate with Product, Engineering, and Support to build proactive test plans for new features
• Execute manual testing to ensure functionality, usability, and performance
• Triage Tier 3 escalations — reproducing, documenting, and prioritizing issues
• Validate bugs and fixes post-release to prevent regressions
• Partner with Customer Support + Customer Success before features ship to ensure readiness
• Contribute in sprint ceremonies and product lifecycle discussions
• Recommend new QA tooling, best practices, and automation opportunities
• (Bonus!) Build and maintain automated tests using tools like Cypress or Playwright

AIQ

Financial Analyst – Sales & Billing Operations

Account Executive

Implementation Specialist

QA Analyst