CGWS - COME GROW WITH US

Artificial Intelligence

• Evaluate AI-assisted service experiences to identify recurring performance issues and customer friction points.
• Investigate issues such as misrouting, incorrect escalations, weak retrieval, poor grounding, low-confidence responses, and hallucination risks.
• Perform root cause analysis and translate findings into actionable recommendations.
• Partner with technical and business stakeholders to improve AI behavior and customer outcomes.
• Develop and execute test plans for prompt changes, routing updates, retrieval improvements, and new AI capabilities.
• Validate expected versus actual behavior before production releases.
• Identify risks, document findings, and recommend improvements.
• Support release readiness efforts and help reduce avoidable regressions.
• Support pilots, A/B tests, and iterative rollouts of AI capabilities.
• Define hypotheses, success criteria, and measurement approaches.
• Analyze results and provide recommendations for scaling, adjusting, or retiring solutions.
• Ensure decisions are informed by both customer outcomes and business impact.
• Communicate AI performance issues in ways that resonate with technical and non-technical audiences.
• Create structured recommendations, issue summaries, and performance narratives.
• Help stakeholders understand tradeoffs, risks, and opportunities.
• Influence prioritization decisions through evidence-based recommendations.
• Partner with service design, journey management, and knowledge teams to ensure AI experiences align with customer needs and intended service outcomes.
• Help optimize escalation paths and self-service strategies.
• Identify opportunities to reduce customer effort while improving resolution quality.
• Track key performance indicators such as containment, digital resolution, customer sentiment, escalation trends, and AI accuracy signals.
• Identify emerging issues early and recommend mitigation strategies.
• Provide clear context around what changed, why it matters, and what should happen next.
• Actively leverage AI tools to improve workflows, analysis, and decision-making.
• Stay informed on evolving AI technologies, trends, and best practices.
• Help BambooHR continuously improve how AI is used to support customers and employees.

CX AI Optimization Partner

Account Executive

• Identify and qualify new business opportunities through outreach and networking.
• Maintain an organized pipeline and track progress using our CRM system.
• Understand client needs and present tailored BambooHR solutions to solve their challenges.
• Work closely with cross-functional teams to move deals through the sales process.
• Assist in negotiating deals and moving prospects to a close.
• Stay informed about product updates and market trends to improve sales performance.

Marketing

• Manage and optimize paid search campaigns across platforms including Google Ads, Microsoft Advertising, YouTube, Display, Discovery, and emerging paid channels.
• Partner closely with senior paid search team members on campaign strategy, testing initiatives, optimization opportunities, and performance analysis.
• Own day-to-day campaign execution including budget pacing, bid management, audience targeting, ad copy testing, landing page recommendations, and performance optimization.
• Analyze campaign performance and conversion data to improve lead generation, sales qualified lead (SAO) volume, pipeline contribution, and return on ad spend.
• Develop and execute structured testing strategies across creative assets, audiences, keywords, bidding models, and landing pages.
• Collaborate with marketing operations and analytics teams to improve attribution, tracking accuracy, reporting, and campaign measurement.
• Partner with creative, product marketing, and audience marketing teams to build cohesive campaigns aligned to business goals and target personas.
• Monitor industry trends, platform updates, and competitive insights to identify new growth opportunities and optimization strategies.
• Build presentations that communicate campaign performance, insights, and recommendations to stakeholders and leadership.
• Help identify scalable acquisition opportunities while maintaining efficiency and budget goals.
• Contribute to quarterly planning, forecasting, and channel strategy discussions within the broader demand generation organization.

Demand Marketer

Sales Operations Manager

• Enhance partner operations, ensuring partner managers and sales teams maximize revenue.
• Concentrate on optimizing sales efficiency and effectiveness with strategic consultation, project management, and tactical support.
• Spearhead multiple strategic initiatives in collaboration with GTM leaders across departments.
• Address tactical needs to ensure seamless integration and support for partner strategies.
• Work with established Sales Operations team for optimal results.
• Partner with team members to recommend, prioritize, and manage strategic revenue-enabling initiatives.
• Diagnose sales system inefficiencies and deliver solutions to enhance partnership motion.
• Drive projects to completion ensuring quality and adoption.
• Simplify processes through automation and implement new tools.
• Provide front-line support to partner teams by responding to sales support tickets and requests.
• Manage sales tech stack including implementation and optimization.

Human Resources

• Lead consultative discovery: Engage customers in structured conversations that uncover HR pain points, identify root challenges, and surface opportunities to improve their people operations
• Nurture and convert: Actively manage and advance customer relationships with clear accountability for progressing identified HR needs into paid services engagements
• Shape the problem and path forward: Help customers clarify, prioritize, and understand the impact of their HR challenges and opportunities, guiding them toward the most relevant solutions
• Connect customers to the right services: Position and align BambooHR’s HR services, including HR Consulting, Technical Services, and Managed Payroll, to meet customer needs and expand adoption across the BambooHR services portfolio
• Build awareness: Develop and execute targeted approaches to increase visibility and understanding of our services offerings
• Collaborate across teams: Partner with Marketing, Sales, and CX to shape messaging, campaigns, and materials that highlight services value
• Test and iterate: Run and scale experiments to identify what drives engagement and conversion
• Drive engagement quality: Maintain visibility into active opportunities and ensure consistent follow through and progression toward defined outcomes
• Recognize patterns and scale what works: Identify repeatable signals in customer needs and help evolve more effective approaches to engagement and conversion
• Listen and learn: Gather insights from customers and internal teams to continuously improve our go to market approach and service design
• Represent the customer voice: Help shape how BambooHR delivers and evolves HR services based on real feedback and results

HR Services Advisor

Account Manager

• Own and grow relationships with top Referral & Channel partners by driving joint GTM opportunities, quarterly reviews, and strategic alignment.
• Serve as the primary point of contact for assigned partners, managing day-to-day communications and acting as a liaison between Product, Marketing, and Sales teams.
• Monitor and report on key partner performance metrics, including lead conversion, revenue influence, and marketing engagement.
• Identify high-potential partners for strategic progression, platform alignment, or co-selling motions based on strategic partner criteria.
• Act as a bridge for communication between referral partners and the partner sales team, including regular strategy calls with the partner.
• Coordinate with partner sales personnel to drive partner strategy and maximize referrals and sales.
• Understand customer and business needs to enable partners to cross-sell and up-sell BambooHR’s products.

Senior Strategic Partner Account Manager

• Identify, target, and recruit net-new referral, marketplace, and strategic partners
• Build and execute a partner acquisition strategy aligned to revenue and product priorities
• Develop a strong pipeline of high-impact partners that drive:
• Direct revenue generation
• Channel support and distribution
• Product ecosystem expansion
• Lead end-to-end deal execution, including:
• Commercial terms
• Revenue share models
• Partnership frameworks
• Serve as the primary negotiator for all new partner agreements and renewals
• Partner closely with Legal to structure and finalize contracts
• Ensure agreements align with company financial and strategic objectives
• Own partner-sourced pipeline targets and revenue contribution
• Track and report on partner performance and ROI
• Drive accountability for partners to deliver measurable business impact
• Manage and track partner progress utilizing appropriate tools, ensuring clear visibility and communicating impact to all relevant internal stakeholders.
• Leverage market insights, competitive intelligence, and customer needs to inform partner strategy
• Identify gaps in product, distribution, or capabilities and source partners to fill them
• Translate external trends into actionable partnership opportunities
• Partner with Product to align on integrations and ecosystem priorities
• Collaborate with Sales and Channel teams to ensure partner-sourced opportunities convert
• Work with Marketing to support partner launches and GTM activation
• Act as a key liaison between external partners and internal stakeholders

Partner Development Manager – Strategic Partnerships

Analyst

• Partner closely with the Sales Leadership Team, providing in-depth analysis and actionable insights to improve processes and drive bottom-line results
• Run strategic funnel analysis - highlighting the sales funnel to determine opportunities to improve efficiency and effectiveness (ensuring the sales team has the pipeline needed to meet goals and achieve the needed conversion rates)
• Analyze the KPIs and unit economics of our sales model to identify risks/opportunities to focus on for improvement
• Analyze trends and variances across sales segments, product categories, pipelines, etc.
• Leverage data to tell a story and present it through data visualizations in compelling dashboards and reports
• Build and own the data sets that sales leaders and teams use to actively manage their businesses
• Meet with stakeholders to scope future projects and manage expectations on timelines
• Function as an integration point between data and financial teams to help set expectations on capabilities, projects, and initiatives. Ensure compliance to revenue recognition standards.
• Partner with Data Engineering to collaboratively build and maintain our Certified Data platform, ensuring the revenue organization's source of truth remains accurate, scalable, and aligned with business needs.
• Assist in preparing recurring reports, such as Monthly Business Reviews, forecast meetings, leadership summaries, etc.
• Function as the expert on data for the revenue organization, including data architecture for systems of record and data consumption systems
• Operate as the “source of truth” for data and insights

Revenue Analyst

Financial Planning and Analysis

• Analyze data to identify trends, drivers, and actionable insights
• Support forecasting, budgeting, and long-range planning processes
• Perform P&L variance analysis and provide clear recommendations
• Build and maintain financial models, reports, and dashboards
• Translate business questions into structured analysis and deliverables
• Clearly advise stakeholders on recommended actions based on data insights
• Communicate insights through clear, audience-appropriate presentations
• Partner with cross-functional teams to align insights with business strategy
• Manage priorities and deliver timely, high-quality work
• Proactively pursue opportunities to improve efficiencies through improved workflows, automation, or AI functionality

Financial Analyst

• Oversee Payroll Custom Reporting, Professional Services Fulfillment, and Technical Specialist teams, fostering a culture aligned with BambooHR’s Core Values and CX service standards.
• Identify efficiency gaps, streamline workflows, and implement scalable processes that support growth, increase utilization, and improve client retention.
• Manage and de-escalate complex situations with clients and internal teams. Collaborate with Payroll, Product, Engineering, and CX teams. Make sure that issues are resolved thoughtfully, on time, and successfully.
• Establish and track key performance indicators. These indicators include quality, timeliness, accuracy, utilization, and client satisfaction. This tracking will help promote accountability and support ongoing improvement.
• Coach and mentor direct reports, including senior-level talent, through regular feedback, performance conversations, and career growth planning.
• Collaborate closely with internal stakeholders to improve service delivery models, influence roadmap priorities, and ensure operational alignment.
• Ensure adherence to data privacy standards, internal controls, and best practices to maintain client trust and operational excellence.

HR Services Manager

Payroll

• Provide exceptional email and phone support for customers that love our software
• Provide solutions to questions regarding deductions, garnishments, the BambooHR payroll software, etc. (if you don’t already know this, don’t worry, we’ll teach you!)
• Research solutions to challenging problems our clients face
• Help clients integrate and utilize the software in the best way possible
• Do your best, focused work, Monday through Friday (no weekends!)

Payroll Support

Product Manager

• Define the product vision, strategy, and roadmap for Compensation and Benchmarking within BambooHR.
• Build intuitive workflows for compensation planning, pay changes, approvals, pay ranges, and compensation review cycles.
• Create benchmarking experiences that help customers match roles, understand market pay, and make informed compensation decisions.
• Connect compensation workflows to core HRIS data and lifecycle moments, including employee records, job and level changes, location data, manager relationships, and other people workflows.
• Strengthen data, permissions, and reporting foundations by improving visibility into pay positioning, benchmark coverage, compensation changes, approval history, and auditability while protecting sensitive information.
• Partner with Engineering and Product Design to turn customer needs into clear requirements, prioritize tradeoffs, and deliver high-impact solutions.
• Use data, research, and experimentation to improve product adoption, administrative efficiency, decision confidence, and customer value.
• Apply AI thoughtfully to reduce administrative effort, improve matching and insights, and surface relevant compensation context where it adds real value.

Product Manager II – HRIS, Compensation

Security Engineer

• Design, implement, and maintain security controls that protect BambooHR systems, infrastructure, users, and data.
• Support security across a cloud-first, API-driven, and modern technology environment, including cloud platforms, SaaS systems, identity systems, endpoints, and containerized services.
• Conduct security assessments and risk reviews for systems, processes, and emerging technologies, including AI-enabled and Agentic AI use cases.
• Assist with security incident response efforts, including investigation, containment, remediation, and follow-up improvements.
• Monitor and improve security telemetry, alerting, and detection capabilities to strengthen BambooHR’s ability to identify and respond to threats.
• Automate repetitive security tasks and improve workflows through scripting, integrations, dashboards, or tooling enhancements.
• Own defined security control or policy areas end-to-end, helping update standards to align with regulatory requirements, company priorities, and industry best practices.
• Partner with engineering, IT, compliance, and other stakeholders to ensure security measures support business objectives while maintaining strong risk management.
• Serve as a security advocate and trusted resource to partner teams by providing practical guidance, education, and support.
• Contribute technical input to governance, risk, and compliance initiatives, including audits, control reviews, and risk register activities.
• Help define and execute security initiatives by tracking work, managing dependencies, and contributing to successful project delivery.
• Stay current on evolving threats, security practices, and new technologies, and recommend improvements that strengthen BambooHR’s security posture.
• Deliver measurable improvements in one or more areas such as cloud security, detection and alerting, incident readiness, identity and access management, endpoint posture, or AI risk management.
• Contribute to incident response and help drive corrective actions for identified gaps.
• Improve efficiency or visibility through automation, reporting, or tooling enhancements.
• Build trust with partner teams through consistent communication, sound judgment, and practical security guidance.
• Support a culture of continuous improvement by documenting processes, sharing knowledge, and coaching others when appropriate.

Security Engineer II

Frontend Engineer

• Collaborate closely with UX designers and your engineering team to create complex web UI components and pages
• Research technologies and engineer complete solutions to problems
• Contribute to the ongoing improvement of our systems and processes
• Integrate AI into your daily tasks using IDEs (or plugins) such as Github Copilot and Windsurf. Leverage ChatGPT to streamline your workload by brainstorming and refining ideas, and planning projects.
• Join our fast-paced team as we innovate at the speed of AI. AI is integrated into our products, development processes, and IDEs. We utilize AI tools like Windsurf, ChatGPT, Claude, Sonnet, Grok, and Gemini in our daily work.

Software Engineer II, Frontend

Product Designer

• Design the behavior (interaction design) and visual UI of new product features while improving the usability and effectiveness of existing products
• Actively experiment with AI-assisted design workflows and explore thoughtful applications of AI within the product to improve customer efficiency, clarity, and decision-making
• Gain deep insight into customer behaviors and needs through research, identify opportunities where AI can responsibly reduce friction or cognitive load, and communicate innovative, human-centered solutions
• Define, test, and iterate on interaction design for new and existing features (user flows, detailed wireframes, prototypes), including AI-assisted or AI-powered experiences where appropriate
• Experiment with AI tools and techniques within the design process to accelerate discovery, ideation, prototyping, and usability testing
• Participate in user research to guide product design decisions (contextual inquiry, usability testing, competitive analysis, etc.)
• Ensure all aspects of our product are easy to use and delightful
• Design beautiful visual UI that adheres to our UI design standards (detailed high-resolution screen mockups)