Centerfield

Learning and Development

• Providing virtual facilitation and adult learning subject matter expertise on special projects to help deliver on key initiatives
• Facilitate virtual training for designated licensed and/or non-licensed agents with the ability to deliver, project, and motivate trainees through effective training methodologies, both in group and individual settings
• Communicate effectively, both orally and in writing, with managers, colleagues, and other departments
• Plan and conduct activities for a balanced program of instruction that meets the needs of adult learners
• Prepare instructional materials and presentations
• Cross-collaboration with various stakeholders to identify training needs, identify performance gaps, and implement training best practices to ensure alignment with company needs
• Develop new or modify existing content that includes clear objectives for all trainings, workshops, activities, and projects
• Provide a positive environment and manage group conduct to promote active engagement of participants in the learning process
• Responsible for training and enabling agents to meet or exceed baseline sales performance metrics and key performance indicators.
• Track metrics and performance of new hires

Training Facilitator

Performance Marketing

• Plan, launch, and manage campaigns across Centerfield properties to drive efficient user acquisition.
• Own end-to-end execution and optimization of campaigns, ensuring performance aligns with gross profit goals
• Continuously optimize bids, budgets, filters, and targeting to improve efficiency and scale profitable traffic
• Evaluate publisher sources, lead quality, and traffic patterns to optimize performance
• Proactively identify optimization and growth opportunities and scale campaigns that deliver strong acquisition and conversion results.
• Analyze traffic and conversion data to uncover trends, diagnose issues, and inform strategy.
• Build and execute structured testing roadmaps (A/B tests on creative, bids, filters, landing pages, audiences) to improve conversion rates and cost efficiency.
• Partner with data and analytics teams to understand consumer behavior, funnel performance, and downstream conversion.
• Analyze large datasets to identify performance trends, diagnose issues, and guide bid, budget, and targeting decisions.
• Produce regular performance dashboards and deep-dive reports with actionable insights and strategic recommendations.
• Present clear, concise performance summaries to internal and external stakeholders, translating complex metrics into meaningful, data-driven takeaways.
• Partner with product, engineering, business development, and operations teams to ensure alignment on targeting, funnel performance, and acquisition goals.
• Work with product teams to test, refine, and launch new landing page and thank-you page experiences that improve conversion and overall funnel efficiency.

Performance Marketing Associate

Data Analyst

• Partner with stakeholders across teams to define metrics, clarify requirements, and ensure analytical outputs are clear, accurate and actionable.
• Build and maintain dashboards, validating data accuracy and aligning visualizations with underlying source tables and business logic.
• Perform quantitative analyses to identify trends, key drivers, and growth opportunities.
• Collaborate with Data Warehouse and Data Science teams on cross-functional projects, supporting data exploration and analytical requirements.
• Automate and improve reporting workflows by leveraging SQL, Excel, and BI tools, enabling more efficient, reliable, and self-service analytics.

Customer Success Manager

• Serve as a senior leader within Centerfield’s Home Services Client Success organization, with full accountability for portfolio performance, sustainable revenue growth, and team execution across assigned clients and verticals
• Own a book of business directly or indirectly comprised of multiple clients, totaling approximately $100M+ in annual revenue
• Develop, understand, adjust, and grow client programs through the upsell/cross-sell of Centerfield products and services and operational refinement, reaching or exceeding assigned revenue goals within the fiscal year
• Establish revenue targets, performance expectations, and operational priorities for direct reports, including oversight of P and L responsibilities where applicable
• Oversee and guide a team of Managers and/or Senior Managers and their associated client relationships, ensuring consistent delivery, quality, and client satisfaction
• Design, evolve, and optimize team structure, workflows, and best practices to support scalable growth, operational efficiency, and long-term client value
• Identify and lead continuous improvement initiatives, including process refinement, training enhancements, and cross-functional collaboration, to drive measurable gains in team effectiveness and client performance
• Ensure consistent execution of Client Success standards, performance metrics, and service models across all managed teams, with accountability for outcomes, quality, and client impact
• Collaborate closely with Co-Director(s), VP, and President, Home Services to design and launch client growth initiatives
• Partner with VP and executive stakeholders on strategic and operational initiatives and serve as a trusted advisor to the broader Home Services organization
• Develop trusted, successful relationships with all client contacts and Centerfield colleagues
• Act as an escalation point for complex client, operational, or performance issues and ensure timely, effective resolution
• Oversee development of, and contribute materially as needed, to ensure quality of presentations during client meetings, business pitches, and internal syncs
• Host and/or attend weekly or bi-weekly meetings with clients; discuss ongoing objectives and understand success KPIs
• Host and/or attend internal meetings as necessary for client projects and team/company initiatives
• Learn and understand internal systems and assist the team with client communication related to technical issues

Director of Client Success

Product Designer

• Lead the evolution of our design systems, ensuring they are structured, documented, and maintained to support scalability, consistency, and our transition to Figma MCP compatibility
• Own and refine design workflows that support multiple working styles while establishing best practices across UX, product design, visual design, user research, and file management.
• Organize, prioritize, and delegate work with strong business understanding—defining timelines, success metrics, review points, and clear expectations for delivery.
• Coach and mentor designers across levels (mid, senior, lead), supporting growth across UX, UI, product, visual design, and user research, while developing strong fundamentals in research rigor, unbiased methods, synthesis, and translating insights into action.
• Define and uphold clear performance standards for each role level, including expectations for craft quality, research integrity, decision-making, and impact.
• Partner with executive stakeholders and Product leadership to define macro-level design strategy and departmental goals, grounding decisions in both qualitative insights and quantitative performance data.
• Translate strategic goals into well-scoped projects and clear design briefs that align teams around user needs, business objectives, and measurable outcomes.
• Foster a team culture rooted in accountability, curiosity, creativity, and continuous learning—where experimentation, validation, and iteration are part of the design process.
• Partner closely with Product Management to align on roadmap priorities, design resourcing, and evolving business needs, adapting plans quickly in response to feedback, data, and new insights.
• Lead the design team in planning, executing, and evaluating A/B tests and experiments, ensuring hypotheses are well-formed and results are clearly understood and acted upon.
• Analyze experimentation results and ongoing performance metrics to inform design direction, identify opportunities, and guide iteration on existing solutions.
• Oversee user research and usability studies, coaching designers on how to frame the right questions, select appropriate methods, minimize bias, and synthesize findings into clear, actionable insights.
• Provide thoughtful, high-quality design critique across all stages of work—from early concepts and wireframes to polished, production-ready solutions—evaluating both craft and the strength of underlying rationale and evidence.
• Synthesize design outcomes and team performance into clear narratives for designers, partners, and leadership, connecting design decisions to user impact and business results.
• Model resilience, adaptability, and sound judgment in a fast-paced environment with multiple stakeholders and competing priorities.
• Set and reinforce clear expectations for performance, professional norms, and accountability across the team.
• Deliver timely, direct, and constructive feedback—addressing risks early while recognizing strong performance and growth.
• Build and maintain a healthy team culture by fostering trust, addressing conflict constructively, and modeling desired behaviors.
• Maintain consistent managerial rhythms, including 1:1s, documentation, and goal tracking, to ensure clarity, continuity, and follow-through for every direct report.

Senior Manager, Product Design

Onboarding Specialist

• Own the onboarding process for remote new hires across our high-volume Insurance division.
• Orchestrate Day 1 readiness, ensuring new hires have the tools, resources, and support to succeed, including delivering onboarding materials (employee handbooks, benefits info, IT equipment).
• Oversee background check processing, I-9 verifications, and ensure compliance with company policies and legal requirements.
• Partner closely with Recruiting, Training, Compliance, IT, LCC and Operations teams.
• Create and maintain employee profiles in our HRIS (UKG) and High-Volume ATS (Fountain).
• Coordinate pre-boarding tasks to ensure new hires are fully prepared for Day 1, including verifying necessary documentation (e.g., licensing, certifications).
• Support the onboarding and integration of individuals, ensuring they receive the appropriate training, resources, and compliance documentation.
• Foster positive relationships with new hires and provide guidance throughout the onboarding process, ensuring a smooth transition into the company.
• Assist as needed with offboarding logistics, ensuring all exit procedures are followed and facilitating exit surveys.
• Contribute to process improvement initiatives, compliance updates, and employee engagement programs by collaborating with the broader People Ops team.
• Various other ad hoc projects as determined by the business

Training Facilitator

Performance Marketing Associate

Data Analyst

Director of Client Success

Senior Manager, Product Design

Onboarding Specialist – Contract