CAI Software, LLC

Inside Sales

• Consistently exceed quarterly and annual sales targets as an individual contributor
• Own the full sales cycle from lead qualification through contract close
• Develop and execute account strategies to drive growth across the assigned territory
• Establish and maintain long-term, trusted-advisor relationships with new and existing clients
• Partner with sales and marketing teams to uncover upsell and cross-sell opportunities
• Research target companies and decision-makers to generate and qualify new sales opportunities
• Deliver compelling, value-focused product demonstrations
• Negotiate pricing, terms, and conditions within approval guidelines
• Use Salesforce.com and other sales tools to provide accurate forecasts and pipeline reports to leadership

Inside Sales Representative – SMB

Financial Planning and Analysis

• Advise the CEO, CFO, and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters for the Business Unit
• Guide the Business Unit’s financial planning process, including annual budgeting, as well as analyzing plan versus actual variances
• Develop and monitor our annual budget and in-year forecasts. Develop forecasts and guidance models to guide towards the achievement of those forecasts, in partnership with other finance teams on a monthly, quarterly and annual basis.
• Prepare reporting packages including Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR) as well as analysis of important business trends, actual versus budget variances and comprehensive executive-level analyses.
• Provide ad hoc support for HR, External reporting, and Functional groups
• Provide financial modeling and financial analysis for ad-hoc financial projects.
• May manage/ supervise an ad hoc team for financial reporting needs
• Help prepare analysis, commentary and presentation material for quarterly meetings, operations reviews, management meetings & financial reviews.

Director, FP&A

Manager

• Coordinate the daily activities of the End User Services team.
• Monitor ticket queues, priorities, SLAs, escalations, and service performance.
• Ensure support requests, incidents, and service tasks are handled effectively and delivered on time.
• Act as a senior escalation point for complex end-user, identity, Microsoft 365, and access-related issues.
• Help organize team workload, follow-ups, deliverables, and operational routines.
• Support continuous improvement of support processes, documentation, and service quality.
• Maintain clear communication with users, business stakeholders, IT leadership, and external vendors.
• Administer and support Microsoft 365 services, including Exchange Online, SharePoint Online, Teams, OneDrive, and Microsoft 365 licensing.
• Support Azure and Microsoft Entra ID administration, including users, groups, roles, enterprise applications, access policies, and identity lifecycle processes.
• Manage and support single sign-on integrations using Entra ID.
• Support modern authentication, MFA, conditional access, and access control best practices.
• Support Windows domain environments, Active Directory concepts, hybrid identity, and endpoint access management.
• Work with Microsoft 365, Azure, and SaaS vendors to troubleshoot issues and coordinate service changes.
• Support endpoint management processes, including device lifecycle, configuration, compliance, and security controls.
• Promote secure and standardized endpoint and access management practices.
• Monitor and improve the use of the ticketing system, ensuring tickets are properly categorized, prioritized, assigned, and resolved.
• Maintain and improve the IT knowledge base, ensuring documentation is concise, accurate, and up to date.
• Create and maintain operational reports for IT leadership, including ticket trends, SLA performance, backlog, recurring issues, and team workload.
• Support ITIL-aligned practices such as incident management, request fulfillment, problem management, and change management.
• Participate in change management processes, ensuring changes are properly documented, assessed, approved, and communicated.
• Support and coordinate IT projects related to Microsoft 365, identity, endpoint management, SaaS platforms, and support operations.
• Assist with license management, renewals, usage reviews, cost optimization, and vendor performance tracking.

End User Services Manager

Platform Engineer

• Responsible for the execution of architecture, development, implementation and quality practices in support of delivery of CAI Parsable’s cloud platform
• Implementation of cloud platform, operational and architectural patterns and practices to enable key features and drive new feature development
• Participate in the selection of technology enablers to deliver performant, reliable and cost-optimized solutions
• Design, build, and maintain cloud platform capabilities, aligned with DevOps and operational practices to rapidly and safely deploy new features to our platform
• Collaborate with Product, Professional Services, and other stakeholders to develop new cloud-platform features and products
• Create technical documentation for accessing, integrating, and using CAI Parsable platform capabilities
• Act as a senior technical team member in the delivery of CAI Parsable’s cloud platform; gain and consistently maintain deep knowledge of our cloud platform and implementation technologies
• Serve as a senior technical team member and subject matter expert within the platform engineering team and the larger engineering organization
• Improve and build observability, uptime, and readiness metrics to detect problems and maintain our SLAs with our customers
• Implement DevSecOps tooling, processes and procedures to promote rapid iteration and reliable delivery of new and updated features
• Deliver quality work in an agile delivery model within a team environment
• Share your work and engineering best practices across the organization
• Design, develop, and operate agentic workflow infrastructure, including orchestration pipelines, tool-calling frameworks, and multi-agent coordination systems that power CAI Parsable’s AI-driven platform capabilities
• Establish platform patterns and guardrails for integrating LLM-based agents into production services, including prompt management, context window optimization, and safe tool execution
• Build and maintain MCP (Model Context Protocol) servers and API integrations that expose CAI Parsable’s platform capabilities as tools and context sources for AI agents
• Evaluate and adopt emerging agentic tooling, frameworks (e.g., LangGraph, AutoGen, CrewAI), and AI model APIs to accelerate delivery and maintain competitive platform capabilities

Staff Platform Engineer

Customer Support

• Lead, mentor, and manage a global/offshore CSR team to deliver consistent, high-quality customer support
• Supervise a group of team resources and align your team’s activities/objectives with organizational business goals
• Conduct regular 1:1s, performance check-ins, coaching sessions, and skills development training
• Monitor and report on key support metrics (SLA, FCR, CSAT, backlog, productivity)
• Collaborate with Customer Success to align on customer health, adoption, renewal risk, and proactive support opportunities
• Analyze patterns in support requests to drive improvements in documentation, product functionality, and internal workflows

Customer Support Team Lead

Customer Success Manager

• Own and manage a portfolio of 25-40 enterprise customers, ensuring adoption, retention, and expansion
• Serve as the customer’s strategic advisor, helping them achieve business objectives through effective use of our platform
• Build and maintain strong, multi-threaded relationships with global stakeholders, providing strategic guidance to foster engagement, trust, and long-term value
• Partner with the Implementation team to ensure smooth onboarding, adoption, and knowledge transfer
• Develop and execute success plans to drive adoption and value realization, proactively addressing customer challenges across global markets
• Plan and deliver Executive Business Reviews (EBRs) to executive and operational leaders, highlighting results, insights, and growth opportunities
• Drive Gross and Net Revenue Retention (GRR/NRR) through proactive renewal management and identification of expansion opportunities
• Act as the voice of the customer internally, providing structured feedback to Product and Engineering
• Monitor customer health metrics: post-onboarding adoption, satisfaction, contract status, NPS, and usage.
• Prepare reports to identify risks, opportunities, and progress toward success metrics.
• Partner cross-functionally with Sales, Marketing, Product, and Support to ensure customer needs are met efficiently.
• Represent the company at customer meetings, workshops, and industry events as required.

Affiliate Manager

• Demo & Pre-Sales Execution Lead tailored product demonstrations for new prospects and expansion opportunities across the full CAI Maritech portfolio, adjusting each demo to the prospect’s industry, workflow, and pain points.
• Partner closely with Account Executives and CSMs to strategically position products ahead of and during the sales cycle.
• Customize demo environments to reflect real-world operational scenarios that resonate with each audience.
• Handle technical and functional Q&A on the spot, instilling buyer confidence in the platform.
• Support strategic sales opportunities and executive-level customer discussions as needed.
• Strategic Customer Engagement Partner with Customer Success Managers to support high-value, strategic customer accounts throughout their lifecycle.
• Develop a deep understanding of customer organizations, business objectives, operational processes, and key challenges.
• Conduct discovery sessions, workflow assessments, and process mapping exercises to identify opportunities for improvement.
• Serve as a trusted advisor by recommending solutions that align platform capabilities with customer business goals.
• Value Realization & Business Consulting Build business cases and value realization plans that demonstrate measurable outcomes from platform adoption.
• Identify opportunities to increase efficiency, improve workflows, and enhance operational performance.
• Guide customers toward achieving defined success metrics and ROI objectives.
• Help customers establish and track KPIs related to platform usage and business outcomes.
• Adoption & Risk Mitigation Monitor customer adoption trends and identify signs of underutilization, workflow misalignment, or declining engagement.
• Partner with CSMs to develop action plans that address customer risk and improve overall account health.
• Lead strategic intervention initiatives to stabilize at-risk accounts and improve renewal confidence.
• Product Liaison & Technical Escalation Serve as the primary escalation point for technical and functional questions that fall outside standard sales or CSM conversations.
• Triage prospect and client inquiries requiring product team input, ensuring timely responses that keep deals and initiatives moving.
• Capture and relay field intelligence, feature requests, and competitive signals to Product and GTM leadership on a consistent cadence.
• Maintain deep, current knowledge of the product roadmap so you can speak credibly to what’s coming and when.
• Internal Training & Enablement Own onboarding and ongoing product training for new sales hires, building their confidence to run demos and qualify opportunities.
• Develop and maintain demo playbooks, training materials, and competitive talk tracks for each product in the portfolio.
• Run regular enablement sessions to keep the team current on product updates, new features, and messaging changes.
• Identify skill gaps on the team and proactively create training to close them.