Alternative Payments

Content Marketing Manager

• Lead and execute on content strategy initiatives across products (AR, AP, Analytics), verticals (MSP, Accounting, and beyond), and channels from research to rollout.
• Conduct and synthesize customer, market, and competitive research to inform messaging, positioning, and content direction.
• Collaborate with cross-functional teams including Product, Sales, Customer Success, Performance Marketing, and Design to deliver cohesive, high-impact messaging.
• Own messaging architecture, including brand narrative, product positioning, audience personas, and communications strategies.
• Establish and evolve brand voice, editorial standards, and content quality frameworks across the organization.
• Provide strategic direction on channel strategy and content playbooks for product and vertical launches.
• Mentor and support team members, elevating content quality and fostering a culture of strong storytelling and strategic thinking.

Head of Content Strategy

Marketing

• Lead and execute on marketing funnel elements across paid media, ABM, and website design, including ads, landing pages, emails, gated content, and follow-up collateral, ensuring they align with brand identity and performance goals.
• Collaborate with teams to iterate on designs, conduct A/B testing, and establish guidelines and standards.
• Take ownership of complex tasks and provide design thought leadership by evaluating design quality, identifying improvements, and mentoring junior team members.
• Propose improvements and help establish design guidelines and standards across the marketing funnel.
• Prototype web pages using Figma, primarily for funnel design and also contributing to our new website to support organic, paid media, and ABM motions.
• Partner with paid media and account-based marketing teams to ensure cohesive funnel experiences from ad click to conversion.
• Mentor and support team members, sharing knowledge and fostering growth.

Senior Marketing Designer

Marketing Designer

Customer Support

• Lead and execute on front-line customer support across phone, email, live chat, and video conference calls — delivering timely, empathetic, and solution-oriented responses.
• Guide customers through troubleshooting workflows to identify root causes and resolve technical issues.
• Collaborate cross-functionally with Engineering and Customer Success to escalate complex issues, report bugs, and share customer insights.
• Take ownership of chatbot and macro workflows, ensuring continuous updates that reflect new releases and enable scalable self-service.
• Propose improvements and help establish best practices for support documentation, ticket handling, and internal knowledge sharing.
• Update and maintain the knowledge base and troubleshooting documentation for both internal teams and customers.
• Stay current on product updates and roadmap developments to provide accurate and proactive support.
• Update Salesforce records with relevant partner insights and surface customer feedback to Product (e.g., logging feature requests and wishlist items).
• Follow established procedures for technical support while continuously identifying opportunities to improve efficiency and customer satisfaction.

Customer Support Specialist

Customer Success Manager

• Lead and execute on the full customer lifecycle — from onboarding to renewal — ensuring customers realize value quickly and consistently.
• Collaborate cross-functionally with Sales, Product, and Engineering to deliver solutions, advocate for customer needs, and optimize the customer journey.
• Take ownership of a portfolio of accounts, building trusted advisor relationships with key stakeholders and executive sponsors.
• Proactively monitor customer health metrics, identify risk signals, and create action plans to drive retention and expansion opportunities.
• Develop and execute tailored success plans with clear milestones, measurable outcomes, and ROI tracking.
• Lead business reviews and executive meetings to showcase impact, gather feedback, and align on future growth.
• Propose improvements and help establish scalable best practices, playbooks, segmentation models, and customer health scoring frameworks.
• Create enablement resources, training materials, and documentation to support adoption and future team growth.
• Mentor and support future Customer Success team members as we build and scale the function.
• Identify and implement AI-driven workflows that improve efficiency and allow us to scale without compromising customer experience.

Business Operations

• Work cross-functionally to execute on high-impact projects and implement new processes to scale operations.
• Serve as a strategic partner, identifying issues, building models and analyzing data to make recommendations to improve financial and operational decision-making across the organization.
• Leverage AI and automation to accelerate execution, including by not limited to Claude Code, Cursor, custom-built MCPs, etc.
• Prepare regular reports and dashboards to communicate insights and recommendations to stakeholders.
• Support the leadership team in executing all operational and strategic initiatives.
• Monitor, manage and report on payment activity to create operating efficiency, optimize costs and mitigate risks
• Support the sales + customer success teams with complex challenges
• Identify inefficiencies across the organization and improve processes and / or create automations to eliminate the inefficiencies

Head of Content Strategy

Senior Marketing Designer

Marketing Designer

Customer Support Specialist

Customer Success Manager

Business Operations & Finance Associate