Billtrust

Sales Development Rep

• Lead and support the Sales Development team to goals, objectives and quota achievement
• Collaborate with program marketers to support multi-touch, multi-channel ABM campaigns through account development reps
• Report on individual, segment and team impact; maintain daily activity goals and weekly, monthly and quarterly reporting for various business stakeholders
• Proactively work to create, measure and optimize cadences, messaging and outreach for team using A/B testing
• Develop strong working relationships with sales and marketing teams to ensure a positive working relationship, solicit feedback and maximize effectiveness of SDRs
• Create activity and impact dashboards to monitor team performance
• Maintain SDR Playbook; enforce rules of engagement
• Manage monthly commissions reporting
• Partner with sales training to improve team prospecting skills, objection handling and product knowledge
• Lead SDR monthly business reviews
• Other duties as assigned

Sales Development Manager

Financial Planning and Analysis

• Own and evolve revenue forecasting and budgeting models to support strategic planning, annual budgeting, and monthly forecasts.
• Lead revenue performance analytics across bookings, ARR, retention, and revenue by segment, identifying drivers, risks, and opportunities.
• Oversee the Monthly Operating Review (MOR) package, delivering executive-ready narratives on variances vs. plan, forecast, and prior year, with actionable insights and recommended actions.
• Improve predictability and accuracy of revenue models through rigorous KPI definitions, assumption governance, and scenario/sensitivity analysis.
• Model recurring and transaction-based revenue streams, including subscription software and payments products, tying assumptions to business-specific metrics (e.g., pipeline, conversion, usage/volume, take rate, churn, renewals).
• Partner cross-functionally with Sales, Product, Marketing, Customer Success, Operations, and Accounting to align on performance drivers and build trust in the numbers.
• Drive process excellence and automation, leveraging AI/analytics tools and FP&A data resources to streamline reporting, and reduce manual work.
• Develop and mentor talent, ensuring the team has the capabilities, tools, and prioritization to deliver high-impact work on time and at a high standard.
• Support M&A diligence and integration as needed, including revenue model assessment, synergy tracking, and post-close performance reporting.

Director, FP&A

Operations

• Own and continuously improve core recruiting operations, including requisition intake, candidate workflows, interview coordination, and offer processes
• Partner with the VP of Talent Acquisition to design and implement recruiting programs, operational improvements, and scaling initiatives
• Ensure recruiting practices are consistent, equitable, and aligned with evolving business needs
• Serve as a senior operational thought partner, translating hiring demand into practical, scalable recruiting solutions
• Lead and execute hiring for early-career, entry-level, and other high-volume roles across the organization
• Design, build, and manage early-career hiring pipelines (e.g., internships, new-grad, or rotational programs, as applicable)
• Partner with hiring managers to define role expectations, assessment approaches, and decision criteria
• Drive a high-quality, inclusive, and engaging candidate experience from initial outreach through offer
• Own the optimization and day-to-day effectiveness of the applicant tracking system (ATS) and recruiting tools
• Define and monitor key recruiting metrics (e.g., time-to-fill, funnel health, candidate experience indicators)
• Identify systemic bottlenecks or inefficiencies and lead process improvements
• Create and maintain SOPs, templates, playbooks, and training materials to reinforce consistency and best practices
• Partner closely with People Operations and hiring managers to ensure a smooth, well-coordinated onboarding experience
• Own the recruiting-to-onboarding handoff, ensuring clarity, documentation, and accountability
• Continuously evaluate the end-to-end candidate journey and implement improvements that enhance communication, engagement, and experience
• Act as a trusted partner to hiring managers, setting expectations, driving accountability, and ensuring effective hiring outcomes
• Support recruiters and coordinators by reinforcing tools, processes, and operational standards
• Contribute to change initiatives by leading or supporting the rollout of new tools, programs, or workflows.

Senior Talent Operations Manager

Sales

• Support the development and execution of onboarding and ever-boarding programs across Sales, Marketing, and Pre-Sales teams
• Contribute to building structured learning paths and certification programs to reinforce product knowledge, skills, and methodology
• Facilitate live and virtual training sessions, including in-person onboarding weeks in Chicago
• Help maintain and update enablement content such as playbooks, talk tracks, objection handling guides, and product training resources
• Partner with Sales Managers to reinforce key behaviors through coaching frameworks, ongoing education, and reinforcement programs
• Support the rollout of product launches, go-to-market initiatives, and sales methodology adoption (e.g., MEDDPICC)
• Assist in the administration and optimization of enablement tools including DemandBase, Mindtickle Gong, Outreach, LinkedIn Sales Navigator, and ZoomInfo
• Gather feedback and track program impact, using ramp time, performance trends, and rep engagement to guide improvements
• Collaborate cross-functionally to align training efforts with broader revenue goals and initiatives

Sales Enablement Lead

Customer Success Manager

• Work directly with a portfolio of customers to define success and drive adoption and value
• Help our customers identify, frame and realize value out of using Billtrust
• Develop a deep understanding of customer needs, use cases, and objectives to ensure that the Billtrust platform is properly leveraged to achieve them
• Assist customers in driving user adoption and change management within their organization
• Build and maintain strong relationships with all key customer stakeholders
• Monitor and report on the overall well-being of customers, tracking key health and usage indicators
• Serve as a point of escalation for key customer issues and ensure swift resolution
• Drive customer advocacy through case studies and references
• Ensure high customer satisfaction and retention
• Evangelize the capabilities of the Billtrust platform, identifying opportunities for further growth within customers while working collaboratively with the account team to position upsells
• Work with the services teams to facilitate the onboarding of new customers

Associate Customer Success Manager

Customer Support

• Own chatbot performance outcomes by continuously monitoring KPIs and implementing workflow improvements that drive measurable gains in case deflection and customer satisfaction.
• Review chatbot conversations in Forethought AI to design and implement new workflows that significantly improve chatbot self-service rates.
• Leverage AI analytics, including knowledge gap dashboards, to prioritize workflows and Help Center updates with the highest potential impact.
• Collaborate with cross-functional subject matter experts to confirm technical details and ensure accuracy in workflows and knowledge articles.
• Review customer feedback and AI insights to identify and act on opportunities to reduce friction in the chatbot experience.
• Write, edit, and publish technical, topic-based knowledge articles that enable self-service.
• Optimize self-help content based on customer feedback and AI-driven recommendations.
• Evangelize and maintain voice and style consistency across all customer-facing content.
• Promote a culture of knowledge sharing and continuous learning within the organization.
• Report on chatbot and knowledge base performance metrics, highlighting impact and opportunities for improvement.

Customer Support Automation Specialist

Accountant

• Prepare and review balance sheet and income statement reconciliations
• Prepare and review routine and complex journal entries as part of the monthly close process
• Perform complex account reconciliations and financial analyses
• Assist with preparation of monthly, quarterly, and annual financial statements
• Prepare and/or review statements of cash flows for domestic and international entities
• Prepare monthly variance analyses and communicate insights to management
• Support external audits by providing schedules, documentation, and audit-ready financial statements
• Assist with accounting and reporting for European subsidiaries
• Ensure consistency in global accounting policies and support consolidation activities

Senior Accountant

Product Manager

• Act as a subject matter expert for product, serving as the primary liaison between the revenue side of the business and the product team
• Ensure the prioritized backlog is maintained so each successive sprint can be planned clearly and efficiently
• Evaluate new feature enhancement requests and ideas, based on market demand, ROI and client impact
• Manage all aspects of the product scorecard; track relevant KPIs based on business objectives
• Provide transparency on results and planning through accurate and automated reporting
• Provide clients with the appropriate guidance and direction with regards to roadmap priority
• Work in partnership with sales to ensure proper education on the value statements of the product; act as a product liaison across teams as needed
• Collaborate with development and engineering leads during product development as needed
• Review monthly prospect win loss reports with product marketing
• Manage multiple large product initiatives within a defined period, ensuring a successful build outcome

Commercial Product Manager

Human Resources

• Partner with leaders and managers to align people priorities with business goals and operational needs.
• Build strong relationships within supported departments through regular engagement, presence in team meetings, and proactive partnership.
• Provide guidance and coaching to managers on employee performance, team dynamics, communication, and leadership practices.
• Support leaders through change initiatives (team growth, restructures, role clarity, and integration of new ways of working).
• Support workforce planning and talent needs by understanding role requirements, capability gaps, and team growth priorities.
• Partner with leaders on performance management practices including goal-setting, feedback, coaching, and development planning.
• Help drive key talent processes (talent reviews, succession discussions, development planning) through consistent facilitation and follow-through.
• Collaborate with recruiting and talent partners to support hiring strategy, interview practices, and onboarding success.
• Serve as a trusted point of contact for employee relations needs; coach managers on addressing issues early and consistently.
• Investigate and resolve employee concerns with professionalism, empathy, and sound judgment, partnering with Legal and People Operations as needed.
• Champion a high-trust, inclusive culture by reinforcing company values in day-to-day leadership behaviors and people practices.
• Support engagement efforts by partnering with leaders to interpret feedback and implement focused improvement actions.
• Use people data and insights (turnover, engagement, performance trends) to identify themes and make recommendations.
• Support leaders in applying HR policies and practices consistently and in alignment with employment standards.
• Collaborate with People Operations and HR COEs to execute programs effectively (compensation cycles, performance cycles, engagement surveys, policy updates).
• Identify opportunities to improve processes and employee experience within supported client groups.

Human Resources Business Partner

Director

• Develop and execute a global total rewards strategy aligned to business priorities, growth plans, and talent needs.
• Establish a consistent philosophy for pay, benefits, and rewards that supports a high-performance culture and internal equity.
• Lead governance, policies, and processes to ensure consistency and clear decision-making across geographies.
• Serve as the executive advisor to senior leaders on total rewards, labor market trends, program design, and cost implications.
• Own the global compensation framework including job architecture, salary structures, market benchmarking, and pay equity.
• Lead annual compensation planning cycles (merit, promotions, bonus, equity/long-term incentives).
• Design and manage executive compensation programs in partnership with the CHRO, CEO, and Compensation Committee (as applicable).
• Ensure programs are competitive, compliant, and transparent with appropriate controls.
• Provide executive oversight for payroll strategy and operations, ensuring accurate and timely payroll delivery across regions.
• Ensure payroll compliance, audit controls, and alignment with HRIS systems, finance processes, and statutory requirements.
• Oversee design and administration of global benefits including health & welfare, retirement, leave programs, wellness, and EAP.
• Drive a consistent employee experience while ensuring local market relevance and regulatory compliance.
• Partner with brokers, vendors, and regional leaders to optimize plan design and cost management.
• Lead annual renewals, vendor performance management, and continuous improvement.
• Build or enhance global recognition and reward programs that reinforce values and performance.
• Evaluate and introduce modern wellbeing initiatives to strengthen employee engagement and retention.
• Drive communications strategies that improve understanding and utilization of total rewards offerings.
• Lead and develop a high-performing total rewards organization (Comp, Benefits, Payroll, Analytics).
• Build scalable processes and use data/analytics to inform program effectiveness and decision-making.
• Own total rewards-related HR systems and integrations.
• Create strong controls and compliance standards for audits, governance, and risk management.
• Own global total rewards budgeting, forecasting, and cost optimization while maintaining competitive programs.
• Build business cases for investments in benefits, pay programs, or incentives.
• Monitor regulatory changes and ensure compliance with laws affecting compensation, benefits, and payroll across regions.
• Lead vendor strategy and negotiations to improve value and service delivery.