Clutch

Engineer

• Own technical delivery end to end across discovery, architecture, build, production, and post-launch support
• Embed with client engineering and business teams
• Translate business problems into architectures and explain architectures to executives
• Build production applications and agentic systems in client environments
• Develop LLM-backed workflows, agent orchestration, evaluation frameworks, and integrations with financial systems
• Design APIs and systems integrations
• Harden prototypes for regulated production environments through security review, audit trails, PII handling, and performance testing
• Scope client requests and recommend appropriate solutions
• Guide client engineers so they can maintain and extend delivered systems
• Own difficult production problems in client infrastructure
• Own implementation plans, sequence work, and delegate to internal and client-side engineers
• Provide technical leadership without people management
• Support account growth through successful solutions without carrying a revenue target or managing commercial conversations
• Identify risks proactively
• Leave documented, runnable, maintainable software after rotating off an engagement

Senior Forward Deployed Engineer

Recruitment

• Own full-cycle recruiting across GTM and G&A functions and ad hoc roles
• Run complex, high-visibility searches from kickoff through offer
• Partner with hiring managers as a strategic advisor
• Define candidate review cadence, decision-making, and mutual process commitments
• Keep searches moving, identify stalls early, and recalibrate when needed
• Source candidates and build pipelines for assigned roles
• Run multiple full-cycle searches simultaneously with minimal oversight
• Challenge hiring-manager requirements using data and market insight
• Establish consistent hiring-manager partnership cadences
• Make and own candidate advancement decisions
• Close complex, senior-level searches efficiently
• Operate autonomously across a varied portfolio of roles

Senior Recruiter

Implementation Specialist

• Directly owning end-to-end delivery for 2-3 of our largest and most strategic customer implementations, including the build, testing, and go-live processes.
• Leading cross-functional triage of issues surfaced during implementations — translating customer-facing problems into well-scoped tickets, partnering with Product and Engineering to diagnose root cause, and driving them to resolution even when ownership spans multiple teams.
• Serving as a technical resource for the team's most challenging problems, partnering on escalations and complex integration work across implementations. You are an expert at driving clarity in ambiguous situations.
• Increasing implementation efficiency across the team — identifying bottlenecks and repetitive work, then designing the process, tooling, and standards that help everyone deliver more effectively.
• Feeding implementation learnings back into the product — surfacing recurring pain points and feature gaps to Product and Engineering, and helping turn implementation into a product.
• Supporting teammates' growth through mentorship and knowledge-sharing.
• Being a knowledgeable resource on Clutch's platform capabilities and design patterns across products (DAO, Lending, and beyond).
• Defining where AI can expand what the implementation team is capable of, and helping build the AI-enabled workflows and standards the team adopts. Resisting one-off solutions and bringing a systems thinking approach to delivery in the AI era.
• Communicating plans, progress, and risk clearly to both internal partners and senior customer stakeholders.

Staff Implementation Engineer

Manager

• You'll drive the full project management lifecycle for a portfolio of onboarding projects: developing project plans and work breakdown structures, running status reporting and communication cadences with executive sponsors, and proactively identifying and mitigating implementation risk before it threatens a timeline or relationship.
• You'll hold cross-functional project teams accountable to milestones and quality standards through credibility and influence, and you'll help build the methodologies that raise the bar for the broader Implementation team as Clutch's product and customer base grow.
• Within 1 month, you will:
• - Ramp into Clutch's implementation methodology and the credit union/banking domain, building the fundamentals for driving customer outcomes through principled judgment rather than a fixed playbook.
• - Begin managing your first engagements, understanding each customer's business objectives and current project status.
• - Establish initial rapport with customer stakeholders and your internal project team partners.
• - Get oriented on the full portfolio you'll own and how it's currently tracking against milestones.
• Within 3 months, you will:
• - Drive onboarding efforts across your full portfolio of customers, partnering with the project team to prescribe best-practice recommendations that achieve each customer's business goals.
• - Develop detailed project plans and work breakdown structures that create urgency and hold both client and internal project teams accountable to milestone dates and work quality.
• - Produce weekly status reporting and communication plans for executive sponsors and internal/external project teams.
• - Proactively identify implementation risks and mitigate them before they impact timelines or satisfaction.
• - Build strong, trust-based relationships with customer stakeholders.
• - Bring clarity and structure to ambiguous or undefined situations without needing to be told how.
• Within 6 months, you will:
• - Execute implementation projects in close partnership with clients' executive-level sponsors, driving milestone meetings (onsite and virtual) and developing new project artifacts as needed.
• - Track detailed scope of engagement, working with customers to estimate and execute change orders when scope shifts.
• - Develop deep credit union domain and product expertise, becoming a trusted thought leader who prescribes solutions rather than just facilitates process.
• - Coach and mentor project team members to raise the bar on the team, both internally and with the client.
• - Actively contribute to the practices and methodologies that help the Implementation team scale.

Senior Engagement Manager

Artificial Intelligence

• Become an expert in the business you're stepping into: how credit unions operate, how a collections department runs day to day, the compliance rules that govern member contact, and what a past-due member's experience actually looks like.
• Learn Emma end-to-end: the system prompt architecture, the full configuration surface (verification protocols, escalation triggers, constraint language, payment negotiation boundaries, tone), and the implementation process from kickoff to go-live.
• Shadow active implementations and live customer deployments, including dry-run testing sessions with credit union collections teams.
• Map the current post-sale journey and identify where context is lost, where defaults are missing, and where the process breaks.
• Own Emma implementations end-to-end as the customer's single point of contact: conversation design, business rule definition, live testing facilitation, and go-live sign-off.
• Own post-go-live performance for a book of live accounts: monitoring agent results, catching quality drift, and running executive business reviews that prove outcomes.
• Codify Clutch's implementation defaults — a pre-configured, best-practice starting point for every design decision — so every engagement starts from "here's what works, tell us where you're different" instead of a blank page.
• Stand up the operating infrastructure for the function: health monitoring, standardized reporting, and repeatable playbooks.
• Run the full post-sale book for Emma independently, balancing setup mode (new customers) and optimization mode (mature accounts).
• Extend the operating model you built for Emma to the next agents in the portfolio as they reach market.
• Define the hiring plan and role design for scaling the function beyond yourself, and begin building the team.
• Operate as the field-intelligence engine for the agent business: what you learn from customers directly shapes product roadmap, sales positioning, and pricing.

AI Operations Manager

Support Engineer

• Build a strong understanding of Clutch’s business, platform, customers, and support workflows
• Partner with a buddy to learn how we investigate and troubleshoot issues, handle escalations and incidents, and communicate clearly with customers
• Begin picking up tickets independently, owning investigations end to end, and knowing when to ask for help to move things forward efficiently
• Independently manage your ticket queue, handling a broad range of support requests, including escalations, incident collaboration, monitoring alerts, and more complex investigations
• Use operational metrics to understand your performance and deliverables, and to align your work with team-level north-star KPIs
• Navigate escalation paths with confidence, raising issues with the appropriate teams and stakeholders when needed
• Contribute to shared knowledge by documenting known issues and learnings as knowledge base articles, feature requests, or bug reports
• Share your expertise with the team through knowledge sharing and, when applicable, by supporting the onboarding of new team members
• Actively work toward a senior scope by partnering with your manager on a growth plan and taking on increasingly complex technical and operational challenges
• Proactively surface and drive improvements, whether in processes, tooling, or product, contributing to the evolution of Support Engineering beyond individual ticket resolution

Senior Support Engineer

Solutions Engineer

• As a Senior Solutions Engineer at WithClutch, you will be a pivotal member of our sales team, responsible for bridging the gap between our solutions and our customers' needs.
• You will combine your technical expertise with your industry knowledge and strong interpersonal skills to effectively communicate the value of our platform to potential and existing clients.
• This role requires a deep understanding of our product capabilities, excellent problem-solving abilities, and the ability to establish strong relationships both externally and internally.
• Have a full understanding of the problems we are solving with our technology and be able to assign our solutions/features to the specific pains our clients are feeling.
• Be able to autonomously configure demo instances for consumer lending and consumer deposits and will have mastered the associated product demo talk tracks.
• Run at least 1 full sales cycle where you have played the leading role, including solution design for consumer deposits and/or lending.
• Be the default point of technical escalation for at least one class of complex deals.
• Work semi-autonomously with limited oversight from management.
• Be seen as a product expert across all solutions that Clutch provides.
• Have introduced an AI-enabled workflow that the full SE team has adopted, pointing to a measurable efficiency gain...

Senior Solutions Engineer

Accountant

• Learn Clutch’s AP and AR workflows across QuickBooks Online, Sequence, and Salesforce, and become the primary processor for vendor invoices and customer billing.
• Own day-to-day AP: code and enter vendor invoices, process payment runs, and reconcile vendor statements.
• Own day-to-day AR: create and issue customer invoices from signed contracts, apply cash receipts, and monitor the AR aging report.
• Partner with the Senior Accountant and Accounting Manager to understand how AP and AR feed into the monthly close.
• Manage a full AP payment cycle and AR collections cadence independently, flagging exceptions before they become problems.
• Reconcile the Sequence to QuickBooks billing data flow and resolve unmapped items.
• Support month-end AP/AR-related reconciliations and accruals, including accrued expenses and deferred revenue support schedules.
• Build stronger working relationships with Sales, Customer Success, and vendors to resolve billing and payment issues proactively.
• Take ownership of process documentation for AP and AR workflows, identifying opportunities for automation.
• Support ASC 606 documentation for standard revenue contracts under the guidance of the Senior Accountant.
• Contribute to audit prep by compiling AP/AR schedules and supporting documentation.
• Take on expanded responsibilities as the accounting function scales, a natural growth path toward a Senior Accountant role.

Staff Accountant, AP/AR

• Develop a strong understanding of Clutch’s business model, credit union client base, and month-end close process.
• Own assigned balance sheet reconciliations and journal entries with accuracy and timeliness.
• Become proficient in QuickBooks Online and our broader financial stack, including our Rippling integration.
• Partner with cross-functional teams to ensure transactions are recorded accurately and in accordance with U.S. GAAP.
• Own at least one full close cycle end-to-end, documenting the process, while identifying opportunities to improve efficiency and strengthen controls.
• Take ownership of key general ledger areas, including the chart of accounts, prepaid asset schedules, and fixed asset/depreciation registers.
• Assist with technical accounting analyses, including revenue recognition under ASC 606.
• Help improve and document accounting policies, close procedures, and internal controls, including materiality thresholds and expense limits.
• Compile PBC lists, support audit requests, and act as a primary operational point of contact for external auditors during our financial statement audit.
• Partner with FP&A and business stakeholders to improve financial reporting and operational insights, and coordinate monthly GL workflows with our distributed accounting team, reviewing their deliverables for accuracy and U.S. GAAP alignment.
• Serve as a trusted accounting partner across the organization, providing guidance on accounting impacts for new products, contracts, and business initiatives.
• Lead process improvement projects that increase automation, scalability, and close speed.
• Recommend and implement best practices to support a growth-stage business, including timely and accurate sales tax and annual tax reporting.
• Mentor junior team members and contribute to building a high-performing accounting function prepared for continued growth.

Senior Accountant

Product Designer

• Get oriented fast: Build a strong working understanding of Clutch's lending products, the borrower and operator journeys, and the compliance and legacy-system realities they sit inside, quickly enough to start contributing.
• Build relationships and credibility: Establish yourself with the product managers, engineers, and credit union partners you'll work with, and start earning trust as a design leader on the team.
• Get hands-on with AI: Ramp on Clutch's AI design tooling and practices, using AI to prototype and explore from week one.
• Own a significant area end to end: Take a large, loosely-defined design project from discovery through delivery, defining the problem and scoping the work yourself.
• Design & ship real flows: Lead design on a substantial piece of the loan-application experience, reducing friction for borrowers and operators alike.
• Build, not just mock: Use AI to create working prototypes, and ship simpler production changes yourself in partnership with engineering.
• Drive clarity through research: Run interviews, concept tests, and usability sessions to validate your decisions, and bring the insights back to your partners.
• Think in systems: Map full workflows (handoffs, compliance touchpoints, edge cases) and design reusable, scalable patterns rather than one-off screens.
• Own a critical, high-stakes workflow: Lead design end to end for a core part of the lending journey (e.g., intake or decisioning), including the ambiguity and cross-team dependencies that come with it.
• Shape direction, not just execution: Bring research and data into roadmap and prioritization conversations, influencing what the team builds and why.
• Raise the bar on team craft: Drive design critique, share what you're learning about AI-assisted workflows, and help improve process and documentation across the team.
• Collaborate with judgment: Partner closely with PMs and engineers as a true thought partner, knowing when to run independently and when to bring partners in to turn user and business needs into production-ready designs.

Customer Success Manager

• Take ownership of a portfolio of 12–15 accounts, including several large customers in active onboarding.
• Build relationships with executive sponsors and key day-to-day contacts.
• Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
• Support adoption of core product capabilities and begin spotting areas for future expansion.
• Successfully complete onboarding for your in-flight customers and transition them into post-implementation success management.
• Establish “3 wide, 3 deep” relationships across your accounts.
• Partner with internal teams (product, support, implementation) to solve customer challenges and influence roadmap priorities.
• Lead high-impact QBRs/EBRs (onsite & virtual) with executive stakeholders, supported by data-driven insights into customer performance and opportunities
• Progress 4–5 qualified expansion opportunities, together with our Account Executives
• Use customer data to surface actionable insights that drive adoption and executive alignment
• Be recognized by your customers as a trusted advisor who delivers measurable business value.
• Consistently drive deeper adoption across your portfolio.
• Work with the sales team to generate net-new opportunities through referrals
• Generate at least 8 expansion opportunities across your book of business.

Senior Customer Success Manager

Full-stack Engineer

• Complete a full audit of the GTM stack and bring data quality from its current state to a reliable foundation
• Build enrichment pipelines that keep account and contact data accurate and current
• Deploy and configure all core integrations so tools are talking to each other cleanly
• Identify website visitors, tweak lead scoring, and create automated routing so the right accounts surface to the right people without manual work
• Launch the first fully automated campaign end to end — list builds, sequences fire, responses route, pipeline gets attributed
• Create a solution that ensures data quality stays reliable
• Deploy outbound sequencing across the full AE team with personalized, data-driven messaging at scale
• Deliver full marketing attribution so every dollar spent is connected to pipeline, including renewal and expansion
• Have a custom intent signal engine surfacing buying signals the team can act on in real time across both new logo and customer accounts
• Run multi-channel orchestration where a single trigger fires coordinated actions across tools — including CS touch points with no human handoff required
• Deploy renewal risk scoring that flags accounts showing early churn signals — before CS has to manually notice
• Own a GTM infrastructure that operates with meaningful autonomy — and have a clear point of view on where it goes next
• Build a customer health score that informs both Sales and Marketing, not just CS