Casebook PBC

Revenue Operations

• Build, maintain, and optimize dashboards and reports across HubSpot and related systems
• Analyze data spanning the full customer lifecycle: marketing engagement, sales pipeline, onboarding, adoption, renewals, and product usage
• Translate raw data into actionable insights for executives, department leads, and frontline teams
• Partner with Marketing to assess campaign effectiveness and lead funnel performance
• Support Sales Development and Sales with pipeline analytics, conversion metrics, and forecasting
• Collaborate with Customer Success to track adoption, retention, churn risk, and expansion opportunities
• Collaborate with Product to evaluate feature adoption, customer usage patterns, and feedback data, informing the roadmap
• Ensure data accuracy, consistency, and completeness across HubSpot, ChurnZero, and other systems
• Recommend process improvements based on data findings to enhance operational efficiency
• Contribute to data governance frameworks and help enforce standards for new fields, integrations, and reporting practices
• Identify leading and lagging indicators of customer health and company performance
• Deliver insights that influence GTM strategy, customer experience initiatives, and product development
• Present findings to leadership in a clear, concise, and actionable way

RevOps Analyst

Customer Support

• Provide thoughtful, personalized communication to explain product functionality
• Resolve customer inquiries via chat, email, and virtual meetings
• Document customer issues for Product and Engineering teams

Customer Support Agent II

Frontend Engineer

• Provide technical leadership in the design, integration, implementation, and transition of enterprise SaaS human services system.
• Flexible design architectural approach to deliver configurability along the data creation, integrations, workflows, notifications, and data persistence.
• Understand and synthesize integration requirements, and develop recommendations based on business objectives, product roadmap, solution architecture and technical considerations.
• Contribute to the development of Casebook platform functionality using state-of-the-art frameworks and tools.
• Specify and troubleshoot API integrations in an ecosystem of multiple systems.
• Work closely with client stakeholders, partners, product managers, creative designers, platform architect, and other software engineers.
• Constantly learn and use leading-edge technologies and continuously introduce new AI tools to assist and enhance feature and functionality development, testing and approval.
• Implement a system that will address the needs of vulnerable populations.
• Contribute to the highest security, extensibility, reusability and testing standards in system architecture and software, interface, components, data structures, and algorithms specifications.
• Lead as a lead role on an Agile development team and take ownership of Casebook Platform code repositories, internal engineering processes and help improve engineering coding standards.

Lead Engineer, Frontend

Data Analyst

• Build, maintain, and optimize dashboards and reports across HubSpot and related systems.
• Analyze data spanning the full customer lifecycle: marketing engagement, sales pipeline, onboarding, adoption, renewals, and product usage.
• Translate raw data into actionable insights for executives, department leads, and frontline teams.
• Partner with Marketing to assess campaign effectiveness and lead funnel performance.
• Support Sales Development and Sales with pipeline analytics, conversion metrics, and forecasting.
• Collaborate with Customer Success to track adoption, retention, churn risk, and expansion opportunities.
• Collaborate with Product to evaluate feature adoption, customer usage patterns, and feedback data, informing the roadmap.
• Ensure data accuracy, consistency, and completeness across HubSpot, ChurnZero, and other systems.
• Recommend process improvements based on data findings to enhance operational efficiency.
• Contribute to data governance frameworks and help enforce standards for new fields, integrations, and reporting practices.
• Identify leading and lagging indicators of customer health and company performance.
• Deliver insights that influence GTM strategy, customer experience initiatives, and product development.
• Present findings to leadership in a clear, concise, and actionable way.

Onboarding Specialist

• Guide customers from sales handoff through “Value One” — their first meaningful win with Casebook
• Lead discovery, kickoff, and implementation sessions to set a strong foundation
• Build trust by tailoring onboarding to each customer’s goals and challenges
• Define measurable success criteria and track progress throughout onboarding and initial adoption
• Ensure customers are trained, adopting key workflows, and achieving desired outcomes
• Collaborate closely with Sales, RevOps, Marketing, Product, and Support to continually improve the onboarding journey
• Equip customers with the tools and support they need to get their entire team up and running successfully
• Document progress and ensure a seamless handoff to the CSM
• Manage 15–20 active onboarding projects concurrently
• Support customer setup, configuration, and integrations
• Run adoption workshops that drive measurable results
• Track milestones and report progress
• Identify and pursue advocacy opportunities early in the relationship

Customer Onboarding Manager II

Community Manager

• The Casebook Customer Experience team seeks an experienced and entrepreneurial Community Manager to join our expanding team. Reporting directly to the Head of Marketing, this role demands a driven self-starter with a background in community management, preferably within the nonprofit sector or with a demonstrated understanding of its dynamics.
• Establish and manage communities for customers, including online forums and in-person user group events.
• Produce and moderate engaging multimedia content tailored to the community's interests and strategic goals.
• Develop events, groups, and activities to foster member engagement and advocacy.
• Address community inquiries and feedback, sharing insights with internal teams, including product and marketing.
• Identify and cultivate key advocates within the community, tracking their interest in becoming customer champions, references, or contributors to case studies.
• Devise strategies and plans to effectively communicate and engage with customers, providing them with valuable insights, best practices, product updates, and trends.
• Drive review activity on peer review sites and communities like G2, TrustRadius, Capterra, and Gartner Peer Insights.
• Innovate and propose initiatives to enhance the impact of the function and achieve scalable outcomes.

Backend Engineer

• Lead software/systems engineer with experience building enterprise cloud native software for Casebook Platform; lead role on Agile team; own code repositories and deployment processes\n• Casebook Platform delivers SaaS solutions for human services to state/local government and nonprofit organizations\n• Work with client stakeholders, product managers, designers, platform architect, and other engineers\n• Build and ship software using Java, React, TypeScript, GraphQL, Spring Boot, Kafka, ElasticSearch, Redis, S3, Redshift, PostgreSQL, and AWS\n• Emphasize security, extensibility, testing, and CI/CD in system architecture\n• Remote working within United States; US-based applicants only