brightfin

Controller

• Own the monthly, quarterly, and annual close process with a focus on speed, accuracy, and scalability.
• Maintain GAAP-compliant financial statements across the combined entity.
• Manage revenue recognition.
• Oversee accounts payable, accounts receivable, and general ledger functions.
• Prepare and deliver timely, accurate financial reporting packages for the CFO, CEO, and private equity partners.
• Build and maintain a robust internal controls environment.

Corporate Controller

Infrastructure Engineer

• Administer and optimize enterprise systems including Microsoft 365, ServiceNow, AWS, Atlassian, JumpCloud, NinjaOne, and other platforms in use across the organization.
• Manage the configuration, availability, and performance of all SaaS and back‑end systems.
• Provide senior‑level support for escalated issues across infrastructure and SaaS applications.
• Manage Microsoft Entra identities, conditional access, MFA, SSO, RBAC, and lifecycle processes.
• Administer device management across Windows, macOS, and mobile devices, using Intune, NinjaOne and PatchMyPC.

Senior Cloud & Infrastructure Systems Engineer

Customer Success Manager

• Overseeing the delivery of contractual scope for each customer within portfolio
• Customer satisfaction and scope management
• Creating and delivering quarterly business reviews
• Identifying business value and aligning services with client objectives
• Preventing customer and/or revenue churn
• Defining and executing product adoption and customer retention plans
• Coordinating with operational departments for service levels
• Handling customer and vendor escalations
• Owning customer portfolio and delivering contracted services

Client Success Manager

Onboarding Specialist

• Collects carrier/provider details: Creates LOA’s, coordinates execution between parties, validates finalized copies.
• Manages data collection, status tracking, and communications regarding: LOAs, Accounts/FANs, Carrier Portal Access, Credential logging - 1Password, Paper invoice conversion, PO box redirection, Invoice Collection Configuration for standard allocation/audit/reconciliation/ rules.
• Leads the efforts and configures the below w/ coordination with the Invoice Team: Initial invoices upload, Audit/Reconciliation, Data/Mappings validation, Optimization + presents results + coordinates the implementation, Fulfilment tasks/catalog/API configuration.
• Participates in customer UAT
• Assists operational onboarding manger in the creation of documentation of operational processes established during onboarding for Operations team (Optimization, Fulfillment, Audit/Reconciliation/Cost Allocation)
• Participates in operational go-live readiness sign-off

Client Onboarding Manager

Solutions Engineer

• Ensure the value proposition of brightfin’s solutions are communicated to prospects at the mid management level or above
• Partner with Direct Sales team to provide detailed business understanding, process & technical expertise – drive discovery, perform presentations and solution demonstrations
• Demonstrate authoritative knowledge of current business challenges and opportunities and explain how brightfin supports business growth and helps customers take advantage of new trends and technologies supported by brightfin solutions
• Demonstrate brightfin’s technology, listen to customer questions, and explain how our technology can solve customer challenges, and improve their productivity
• Engages the client in productive discussions to understand the needs and define the business case
• Gathers information required to develop a solution
• Analyzes customer requirements to identify gaps
• Ensures that the brightfin Product and solution will meet customer requirements; refines requirements with the customer as needed
• Identifies pain points and directs customers to focus on processes or needs for which the brightfin product can show immediate value
• Understands and translates needs into a targeted solution that can be delivered effectively (cost and time) by the brightfin services organization
• Can demonstrate the value that will be delivered through the brightfin solution using modeling tools, Proof of Concepts, and whiteboard presentations
• Identifies gaps in the implementation and presents solutions – training, need for SME, resource needs, etc.
• Lead packaging & appropriate pricing of solutions
• Ownership of RFPs, InfoSec Questionnaires and SOWs
• Assist in Transition from sales to the Implementation phase
• Communicate solutions based on business value and clearly articulate the business benefits to the prospect/customer
• Able to separate short-term from long-term strategy and goals
• Has a deep understanding of the business value provided by brightfin solutions in all areas of the business, current and emerging
• Maintains strong relationships with delivery teams and stays abreast of pipeline activity providing customer feedback to help shape solutions
• Ensure consistent communication and management of client needs
• Develop a strong rapport with prospects by building credibility through knowledge and value
• Identify customer needs and develop effective solutions that meet expectations
• Ensure clear communication of customer expectations throughout the brightfin organization – Executive team, Services, Product, and Support
• Address prospects concerns and need head-on; recruiting the appropriate resources needed to meet expectations

Sales Solution Architect

Account Executive

• Develop and maintain deep expertise in brightfin’s platform, clearly articulating business value, ROI, and cost‑savings outcomes to enterprise prospects.
• Use value‑based, consultative, and solution‑selling approaches to deliver an exceptional enterprise buying experience.
• Own the full sales cycle — prospecting, discovery, solution mapping, proposal development, negotiation, and closing new logo, upsell, and cross‑sell opportunities.
• Build and manage a healthy, predictable enterprise pipeline through proactive outbound sales motions targeting key personas across IT, Finance, Procurement, and Operations.
• Deliver compelling, tailored executive presentations, product demonstrations, and proposals that tie brightfin value to measurable customer outcomes.
• Maintain rigorous CRM hygiene in Salesforce and provide accurate pipeline and two‑quarter forecasting.
• Partner closely with Marketing, Sales Engineering, Customer Success, and Channels to streamline deal execution and accelerate sales cycles.
• Cultivate long-term, trust‑based relationships with C‑suite, VP, and Director-level stakeholders.
• Collaborate with peers and leadership to share best practices, continuously improve processes, and support a culture of high performance.
• Consistently exceed activity targets, quota goals, and revenue expectations with a competitive, results-driven mindset.

Account Executive – Enterprise Sales

Manager

• Build relationships with clients using a consultative approach to drive value and become a trusted extension of their team.
• Strategize with clients to identify business objectives and align to brightfin capabilities.
• Position yourself as a strategic partner to key stakeholders and champions within-named accounts.
• Effectively manage total revenue & commercial health of our existing.
• Proactively diagnose and mitigate churn risk clearly and drive resolution strategies, advising sales leadership on ideal resolutions.
• Maintain an active pipeline of forecasted renewals and expansions to meet total revenue.
• Drive consensus across multiple stakeholders (internal and external) to achieve business.
• Partner with your Solution Architect, our Delivery Team and leverage product expertise to solution for a customer’s pain points.

Client Lifecycle Manager

Full-stack Engineer

• Develop and enhance ServiceNow applications, workflows, UI policies, business rules, integrations, and custom components following platform best practices.
• Build and maintain ServiceNow Portal components (Angular/Seismic) where applicable.
• Create scalable, maintainable technical solutions to solve complex business problems.
• Configure and extend modules such as ITSM, CMDB, Asset, App Engine, and custom scoped applications.
• Design, implement, and optimize data models, forms, ACLs, client/server scripts, UI actions, and Flow Designer automations.
• Investigate, triage, and resolve client and operational issues, performing root cause analysis and implementing long-term solutions.
• Maintain detailed documentation of configurations, development work, and system behaviors.
• Work directly with clients, product managers, operations, and project management to define requirements and ensure timely delivery of solutions.
• Participate in Agile ceremonies, sprint planning, code reviews, and knowledge sharing within the engineering team.

Mid Software Engineer – Service Now

Executive Assistant

• Own and manage the CEO’s complex calendar: prioritization, sequencing, time-blocking, and conflict resolution.
• Schedule and coordinate internal and external meetings across multiple time zones; manage logistics end-to-end.
• Drive meeting preparation: agendas, pre-reads, attendee coordination, and follow-ups/action tracking.
• Maintain high-quality communications on behalf of the CEO as needed (email coordination, scheduling messages, confirmations).
• Anticipate needs, spot issues early, and keep priorities moving without needing reminders.
• Provide backup scheduling and coordination support for executive leadership team members when needed.
• Support executive operating rhythm: weekly leadership meeting logistics, cadence communications, action tracking.
• Partner closely with the CHRO to keep leadership coordination tight during growth and integration phases.
• Coordinate travel logistics for the CEO and provide backup travel support for the leadership team (air, hotel, ground, itineraries).
• Own expense management and reconciliation for the CEO and support T&E processes for executives as needed.
• Maintain clean documentation and timely submissions; follow company policies and deadlines.
• Coordinate board meeting logistics: scheduling, calendars, meeting links, and attendee communications.
• Support preparation workflows by tracking timelines, reminders, and distribution needs (in partnership with CEO/CHRO/CFO).
• Communicate with board members and external stakeholders with polish, discretion, and urgency.
• Coordinate corporate events such as leadership offsites, planning sessions, customer events, and team gatherings. Manage logistics, vendor coordination, run-of-show support, and post-event follow-up.
• Support the CHRO with basic administrative execution.
• Assist with People team coordination tasks during peaks (integration activities, communications rollouts, company-wide programs).