Boldr

Support Engineer

• Handle complex customer inquiries via chat and email, focusing on advanced use cases like design optimization, formatting challenges, export requirements, and “how do I achieve X?” scenarios
• Diagnose and resolve issues by:
• - Testing functionality within the product to replicate customer experiences
• - Gathering diagnostic information (screenshots, document links, duplicates as appropriate)
• - Utilizing session recordings and technical data when available
• - Leveraging internal tools to understand user and workspace context
• Articulate product capabilities and limitations clearly, offering creative alternatives when direct solutions are not available
• Categorize issues appropriately as user education opportunities, feature enhancement requests, or technical bugs, escalating through proper channels
• Document findings and create detailed escalation materials for product and engineering teams when necessary
• Ensure proper and timely escalation of issues to meet internal and external expectations
• Maintain rapid chat response times while prioritizing comprehensive problem resolution
• Collaborate effectively with the rest of the support team and internal technical support for seamless case transitions
• Contribute to knowledge management by identifying documentation gaps, recommending internal knowledge base content, and surfacing patterns for AI training optimization
• Identify opportunities and recommendations for continuous process improvement

Technical Support Specialist T3 – Web App, SaaS

• Help customers via email and live chat, spending the majority of your day providing timely, high-quality support in a fast-paced, remote environment.
• Teach, instruct, and solve technical problems so customers can achieve their publishing and commerce goals.
• Troubleshoot technical and process-related issues to resolve customer-generated requests and maintain productivity.
• Install, configure, and provide guidance on web-based and mobile applications as needed.
• Test functionality, features, and compatibility to ensure a smooth and reliable customer experience.
• Share customer feedback and insights with internal teams to support continuous improvement.
• Escalate recurring issues and share observations that may improve processes and customer experience.
• Support new services such as onboarding calls, educational initiatives, and evolving support programs.
• Document solutions, recurring issues, product updates, and troubleshooting steps to maintain accurate knowledge resources and reference materials.
• Communicate continuously and collaborate closely with teammates in a highly interactive remote environment with strong peer support.
• Manage a self-scheduled workload while consistently meeting quality, productivity, and customer satisfaction standards.
• Support other team members to ensure overall program success and contribute positively to team initiatives.
• Stay current with product updates and technical advancements relevant to the role.

Technical Support Advocate – Web Dev App

Manager

• Develop and maintain an authentic relationship with all the Client and internal stakeholders.
• Execute daily and weekly reviews of our operational performance with Client stakeholders and Boldr leadership.
• Ability to work seamlessly with different departments namely: Implementation, Client Solutions, Finance, IT, People Experience and Office Operations.
• Communicating and resolving basic to complex inquiries and concerns in an accurate, valid, complete, and timely manner.
• Create and manage Client contracts such as MSAs and SLAs.
• Manage a team of Team Captains and monitor compliance against SLAs and achievement of Client KPIs.
• Root cause analysis, planning and execution to ensure KPIs are met.
• Partner with Team Captains to ensure documentation is constantly updated and identification of process improvements are sourced with the TC and their team.
• Facilitate Client Business Reviews in partnership with your SBU Head and organize the Boldr team to create these reviews.
• Develop, maintain, and leverage relationships and networks within the Client organization to identify and develop business growth opportunities.
• Update Hubspot deal cards and ensure all necessary items are appropriately invoiced.
• Follow up with clients on invoicing, pricing discrepancies, and other billing-related issues.
• Supervise and develop Team Captains through guidance, observation, and performance management activities.
• As needed, joins the Team Captain on calls with the Client, team huddles or coaching sessions to stay up to date with all Client and team developments.
• Promote and foster a culture of continuous improvement by providing positive and constructive feedback to team members.

Client Experience Manager

Systems Engineer

• Serve as the primary technical administrator for the company HRIS, managing permissions, module configurations, and regular system maintenance
• Own the People Team’s security matrix, designing and managing user roles and access levels to ensure efficient workflows while protecting sensitive data
• Execute the “build” phase of new technology rollouts, including setting up integrations, configuring new system modules, and testing automated workflows
• Apply familiarity with logic and basic scripting structures to support advanced system configurations and API troubleshooting
• Support systems integration efforts, including working with APIs, SFTP, EIBs, or related integration frameworks where applicable
• Serve as the Tier 2 escalation point for complex system issues that cannot be resolved by the broader HR team, liaising directly with vendor support when necessary
• Provide support and training to People team members and end-users on HRIS functionality
• Lead proactive system “health check” audits of configurations, permissions, and automated workflows to ensure technical precision and identify areas for process improvement
• Map complex HR workflows and translate them into clean, automated system permissions and scalable configurations
• Ensure data integrity, compliance, and governance standards across the HR system landscape
• Develop and maintain clear technical documentation, including system configurations, audit findings, workflow logic, and integration mappings
• Collaborate cross-functionally stakeholders to analyze HRIS processes and implement enhancements
• Participate in system upgrades, implementations, and transformation initiatives, including testing, validation, and documentation
• Assist in the technical deployment of AI tools within People systems
• Prepare datasets to support AI-driven initiatives and automation workflows
• Test AI-driven automations and validate system logic
• Monitor the performance and effectiveness of new “smart” workflows and automated processes
• Support continuous optimization of AI-enabled system functionality
• Create and maintain PX reports, dashboards, and analytics to provide accurate and actionable data
• Support reporting needs across the employee lifecycle, including hiring, onboarding, compensation, and performance management
• Ensure reporting accuracy through structured data governance and validation processes

HR Systems Analyst – HRIS, LMS, ATS

• Develop and maintain an authentic relationship with all the Client and internal stakeholders.
• Execute daily and weekly reviews of our operational performance with Client stakeholders and Boldr leadership.
• Ability to work seamlessly with different departments namely: Implementation, Client Solutions, Finance, IT, People Experience and Office Operations.
• Communicating and resolving basic to complex inquiries and concerns in an accurate, valid, complete, and timely manner.
• Create and manage Client contracts such as MSAs and SLAs.
• Manage a team of Team Captains and monitor compliance against SLAs and achievement of Client KPIs.
• Root cause analysis, planning and execution to ensure KPIs are met
• Partner with Team Captains to ensure documentation is constantly updated and identification of process improvements are sourced with the TC and their team.
• Facilitate Client Business Reviews in partnership with your SBU Head and organize the Boldr team to create these reviews.
• Develop, maintain, and leverage relationships and networks within the Client organization to identify and develop business growth opportunities
• Update Hubspot deal cards and ensure all necessary items are appropriately invoiced.
• Follow up with clients on invoicing, pricing discrepancies, and other billing-related issues.

• Develop and maintain an authentic relationship with all the Client and internal stakeholders.
• Execute daily and weekly reviews of our operational performance with Client stakeholders and Boldr leadership.
• Ability to work seamlessly with different departments namely: Implementation, Client Solutions, Finance, IT, People Experience and Office Operations.
• Communicating and resolving basic to complex inquiries and concerns in an accurate, valid, complete, and timely manner.
• Create and manage Client contracts such as MSAs and SLAs.
• Manage a team of Team Captains and monitor compliance against SLAs and achievement of Client KPIs.
• Root cause analysis, planning and execution to ensure KPIs are met.
• Partner with Team Captains to ensure documentation is constantly updated and identification of process improvements are sourced with the TC and their team.
• Facilitate Client Business Reviews in partnership with your SBU Head and organize the Boldr team to create these reviews.
• Develop, maintain, and leverage relationships and networks within the Client organization to identify and develop business growth opportunities.
• Update Hubspot deal cards and ensure all necessary items are appropriately invoiced.
• Follow up with clients on invoicing, pricing discrepancies, and other billing-related issues.
• Supervise and develop Team Captains through guidance, observation, and performance management activities.
• As needed, joins the Team Captain on calls with the Client, team huddles or coaching sessions to stay up to date with all Client and team developments.
• This also provides an opportunity to observe the Team Captain’s presentation, Client communication and coaching skills.
• Taking steps to ensure learning and growth through development plans and, when necessary, progressive counseling.
• Promote and foster a culture of continuous improvement by providing positive and constructive feedback to team members.
• Establish, promote, and maintain the Boldr culture within the organization.
• Understand employee career growth aspirations to enable matching Boldr’s needs with employee abilities.
• Act as the escalation point for the Team Captains and Senior Team Captains.
• Responsible for upholding our organization’s values throughout the workplace.
• Monitor achievement of internal and external KPI’s and ensure Operational Excellence.
• Identify performance issues, conduct root cause analysis, and work with operations to improve performance on KPIs through motivating, guiding, and holding local operations managers accountable for following SLA.
• Familiarity with Google Suite of Services is a must for this role.
• Gmail, Drive, Sheets, Slides, and Docs are used heavily in Boldr.
• Experience with Hubspot is a plus.
• Maintain Client schedule (Weekly Updates, MBRs, QBRs, Implementations) and collect feedback and drive necessary actions to completion.
• Coordinate necessary training and best practices related to Tools and Processes.
• Onboard new hires to ensure they are fully ready to succeed in their role.
• Lean six sigma knowledge and/or certification is a plus.
• Obtain feedback from Clients and team members on processes and tools to ensure continuous improvement.
• Provides input and communication to drive Client Success improvement, for all Clients, enterprise-wide.

Manager, Client Experience

• Maintain and nurture Boldr’s Client relationships
• Develop and empower Boldr’s Team Captains
• Act as a business owner taking accountability for Client and team success
• Foster a healthy working environment for team members
• Represent Boldr to Clients and act as the internal Client across various departments
• Manage day-to-day Client communication, performance reporting, training, and escalation management
• Maintain all Client Success tools and procedures

Accounting Manager

• Maintaining bookkeeping databases and spreadsheets, updating information as needed
• Creating reports and balance sheets that document overall profits and losses
• Analyze financial data and ensure compliance
• Continuous evaluation of current policies and recommendations for process improvements
• Handle sensitive information in a confidential manner
• Provide support for internal and external audits
• Investigating and resolving any irregularities or inquiries
• Assisting in general financial management and analysis
• Execute a variety of financial procedures, including
• Month-end and year-end closings
• Cash flow reports
• Monthly financial and management reports
• Conduct internal audits against standards and maintain internal records
• End-of-year processing and reconciliation including payment summaries
• Prepare global payroll reports necessary for internal reporting
• Administrative services in order to ensure effective and efficient support to operations
• Coordination efforts between payroll, human resources, finance, and other departments to ensure proper flow of operations
• Prepare, maintain, and organize check vouchers
• Organize and safe keep all financial documents
• Answer ticket in our helpdesk system
• In addition, other clerical and administrative duties as required are to be expected.

Senior Accounting Associate

• Own and oversee the end-to-end processing of purchase orders, supplier invoices, and supplier payments, ensuring accuracy, compliance, and timeliness.
• Review and approve employee expense claims, ensuring policy adherence and proper documentation.
• Lead company credit card reconciliations and resolve discrepancies independently.
• Manage sales invoicing processes, ensuring compliance with customer and contractual requirements.
• Serve as a primary point of contact for customers and suppliers, resolving complex inquiries and building strong, professional relationships.
• Partner with internal stakeholders to ensure accurate billing, revenue recognition, and financial alignment.
• Prepare and review prepayments, accruals, and balance sheet reconciliations as part of the month-end and year-end close process.
• Lead accounts receivable collection efforts, including managing escalations and resolving disputes to improve cash flow.
• Perform and review bank reconciliations, investigating and resolving variances promptly.
• Generate and analyze accounts payable and receivable reports, identifying trends, risks, and opportunities for improvement.
• Manage the preparation and review of monthly sales and financial reports for internal and external stakeholders.
• Identify, recommend, and implement process improvements to strengthen internal controls, efficiency, and scalability.
• Support budgeting, forecasting, and variance analysis by providing accurate data, insights, and recommendations.
• Provide functional guidance and mentorship to junior team members and act as a subject matter expert within the finance team.
• Support audits, compliance reviews, and ad-hoc financial projects as needed.

Lead, Accounting

Customer Advocate

• Interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism
• Perform problem tracking and ensure that issues are properly documented, prioritized, tracked, and resolved
• Ensure proper and timely escalation of issues to meet internal and external expectations
• Identify opportunities and recommendations for continuous process improvement
• Deliver service excellence and maximize customer service and satisfaction
• Work with the external team to stay updated on product and service knowledge

• overseeing bookkeeping and accounting work associated with the company books
• perform general bookkeeping duties
• updating posts in the accounting software
• reconciling accounts regularly
• recording all cash receipts
• distributing customer invoices to ensure that receivables are collected and payables are paid promptly
• function as part of the company’s finance team
• maintain an organized and streamlined accounting system
• provide additional support to management during audits or other busy times
• Ensure effective and efficient support to operations by facilitating queries in our help desk system
• Arrange payments to vendors and employees
• Prepare, maintain, and organize check and petty cash vouchers
• Send proof of payment to vendors
• Interact with vendors to resolve outstanding issues
• Recording and tracking payments in databases and accounting software
• Perform account reconciliations in a timely and accurate manner
• Reconcile A/P to the G/L
• Perform weekly and monthly accounts payable report
• Maintaining bookkeeping databases and spreadsheets, updating information as needed
• Analyze financial data and ensure compliance
• Continuous evaluation of current policies and recommendations for process improvements
• Provide support for internal and external audits
• Investigating and resolving any irregularities or inquiries
• Assisting in general financial management and analysis
• Filing and payment of monthly tax returns
• Auditing of liquidation reports from various parties
• Organize and safekeeping all financial documents
• Execute a variety of financial procedures

Accounting Associate

• WHAT IS YOUR ROLEAs an Accounting Associate, your responsibilities and duties include overseeing bookkeeping and accounting work associated with the company books. You will perform general bookkeeping duties, such as updating posts in the accounting software, reconciling accounts regularly, recording all cash receipts, and distributing customer invoices to ensure that receivables are collected and payables are paid promptly. You will function as part of the company’s finance team. Your main priority is to maintain an organized and streamlined accounting system. You are also expected to provide additional support to management during audits or other busy times.**
• WHAT WILL YOU DO
• Accounts payable/Reimbursements
• - Ensure effective and efficient support to operations by facilitating queries in our help desk system
• - Arrange payments to vendors and employees
• - Prepare, maintain, and organize check and petty cash vouchers
• - Send proof of payment to vendors
• - Interact with vendors to resolve outstanding issues
• - Recording and tracking payments in databases and accounting software
• - Perform account reconciliations in a timely and accurate manner
• - Reconcile A/P to the G/L
• - Perform weekly and monthly accounts payable report
• Accounting
• - Maintaining bookkeeping databases and spreadsheets, updating information as needed
• - Analyze financial data and ensure compliance
• - Continuous evaluation of current policies and recommendations for process improvements
• - Provide support for internal and external audits
• - Investigating and resolving any irregularities or inquiries
• - Assisting in general financial management and analysis
• - Filing and payment of monthly tax returns
• - Auditing of liquidation reports from various parties
• - Organize and safekeeping all financial documents
• - Execute a variety of financial procedures, including
• - Month-end and year-end closings (Annualization)
• - Cash flow reports
• - Monthly financial and management reports
• - Tax returns
• - General ledger entries
• - Petty cash handling
• - Bank reconciliations
• In addition, other clerical and administrative duties as required are to be expected.

Accounting Associate – Project Based

People Operations

• Own and oversee the end-to-end employee lifecycle, including recruiting coordination, onboarding, internal mobility, employee changes, and offboarding, ensuring consistency, accuracy, and compliance.
• Act as a People Partner to managers, providing guidance on employee lifecycle decisions, policies, and People processes.
• Lead the review and execution of employee status changes, promotions, transfers, and compensation-related updates, ensuring alignment with policies and approvals.
• Oversee offboarding processes and documentation, ensuring compliance with state and federal labor laws and proactively identifying potential risks.
• Serve as a primary People Operations escalation point, independently resolving Tier 1–2 inquiries and partnering with People Partners or COEs on more complex or sensitive cases.
• Own data accuracy and governance within ADP and other HR systems, ensuring integrity across employee records, compensation, benefits, and employment status.
• Provide operational oversight for payroll inputs, benefits administration, and time-off tracking, proactively identifying and resolving discrepancies.
• Ensure employee files and e-files meet audit, legal, and internal compliance standards at all times.
• Partner with internal People stakeholders to ensure compliance with applicable labor regulations, including California employment laws, and support updates driven by regulatory changes.
• Act as a subject-matter expert for HRIS and People Operations processes, supporting system enhancements, testing, and adoption of best practices.
• Own People Operations processes with a governance mindset, ensuring scalability, efficiency, and audit readiness as the company grows.
• Proactively identify inefficiencies, risks, and gaps in existing workflows and lead process improvements, including automation and system-driven solutions.
• Play a key role in People system implementations, upgrades, and process rollouts, including testing and change management.
• Prepare and deliver People Operations reports, trends, and operational insights to support People leadership decision-making.
• Partner closely with People Partners, Talent Acquisition, Payroll, and other People functions to deliver seamless, end-to-end People Operations support.
• Support and lead People initiatives, pilots, and cross-functional projects by providing senior operational expertise.
• Act as a trusted operational advisor within the People team, helping balance employee experience, compliance requirements, and business priorities.

Technical Support Specialist T3 – Web App, SaaS

Technical Support Advocate – Web Dev App

Client Experience Manager

HR Systems Analyst – HRIS, LMS, ATS

Client Experience Manager

Manager, Client Experience

Manager, Client Experience

Senior Accounting Associate

Lead, Accounting

Lead, Accounting

Customer Advocate

Customer Advocate

Accounting Associate

Accounting Associate – Project Based

Senior People Operations Specialist