CXT Software

Accountant

• Hands-on execution role focused on stabilizing and modernizing CXT’s core accounting operations during a defined period of ERP migration and audit preparation.
• The initial scope is expected to span approximately six months and is centered on execution, stabilization, and audit readiness. Depending on business needs and performance, there may be an opportunity to extend or evolve the role.
• This role supports ERP implementation, remediates historical accounting gaps, and ensures the company is fully prepared for external audit and ongoing compliance requirements. It is not a policy-setting or people-management role.
• This is a delivery-focused position for an experienced accountant who can operate effectively in environments with complexity, incomplete documentation, and evolving systems, leaving behind clean, defensible processes and reconciliations.
• The role partners closely with the Accounting Manager, Treasury Manager, FP&A, external auditors, and ERP implementation partners.
• Support the implementation and migration to the new ERP system, including data validation, historical balance migration, and system testing.
• Assist in defining and documenting chart of accounts, accounting workflows, and system controls within the ERP.
• Identify and resolve discrepancies between legacy systems, subledgers, and the new ERP.
• Partner with Finance leadership and implementation vendors to ensure accounting requirements are properly reflected in system design.
• Prepare schedules, reconciliations, and supporting documentation required for external audits.
• Identify historical accounting gaps, inconsistencies, or documentation deficiencies and drive remediation plans.
• Ensure balances, roll-forwards, and supporting detail are complete, accurate, and defensible.
• Respond to auditor inquiries and follow-ups in a timely, organized manner.
• Perform complex account reconciliations and variance analysis, including balance sheet and selected P&L accounts.
• Support month-end and quarter-end close activities as needed during the transition period.
• Assist with journal entries, accruals, and corrections tied to ERP migration or audit findings.
• Ensure accounting treatments align with GAAP and internal policies.
• Document accounting processes, assumptions, and controls to support audit and internal knowledge transfer.
• Help establish repeatable, auditable workflows that can be maintained post-transition.
• Coordinate closely with internal Finance, HR, RevOps, and Operations teams as accounting issues intersect with upstream data.
• Work directly with external auditors, consultants, and ERP vendors to resolve issues and meet deadlines.
• Provide clear status updates, risk flags, and completion timelines to Finance leadership.

Senior Accountant

• Hands-on execution role focused on stabilizing and modernizing CXT’s core accounting operations during a defined period of ERP migration and audit preparation.
• The initial scope is expected to span approximately six months and is centered on execution, stabilization, and audit readiness. Depending on business needs and performance, there may be an opportunity to extend or evolve the role.
• This role supports ERP implementation, remediates historical accounting gaps, and ensures the company is fully prepared for external audit and ongoing compliance requirements. It is not a policy-setting or people-management role.
• This is a delivery-focused position for an experienced accountant who can operate effectively in environments with complexity, incomplete documentation, and evolving systems, leaving behind clean, defensible processes and reconciliations.
• The role partners closely with the Accounting Manager, Treasury Manager, FP&A, external auditors, and ERP implementation partners.
• Support the implementation and migration to the new ERP system, including data validation, historical balance migration, and system testing
• Assist in defining and documenting chart of accounts, accounting workflows, and system controls within the ERP
• Identify and resolve discrepancies between legacy systems, subledgers, and the new ERP
• Partner with Finance leadership and implementation vendors to ensure accounting requirements are properly reflected in system design
• Prepare schedules, reconciliations, and supporting documentation required for external audits
• Identify historical accounting gaps, inconsistencies, or documentation deficiencies and drive remediation plans
• Ensure balances, roll-forwards, and supporting detail are complete, accurate, and defensible
• Respond to auditor inquiries and follow-ups in a timely, organized manner
• Perform complex account reconciliations and variance analysis, including balance sheet and selected P&L accounts
• Support month-end and quarter-end close activities as needed during the transition period
• Assist with journal entries, accruals, and corrections tied to ERP migration or audit findings
• Ensure accounting treatments align with GAAP and internal policies
• Document accounting processes, assumptions, and controls to support audit and internal knowledge transfer
• Help establish repeatable, auditable workflows that can be maintained post-transition
• Partner with the Accounting Manager to strengthen internal controls and close processes
• Coordinate closely with internal Finance, HR, RevOps, and Operations teams as accounting issues intersect with upstream data
• Work directly with external auditors, consultants, and ERP vendors to resolve issues and meet deadlines
• Provide clear status updates, risk flags, and completion timelines to Finance leadership

Manager

• Manage the global cash-to-cash cycle to maximize working capital while maintaining strong internal controls.
• Own and execute customer invoicing processes using CRM (HubSpot) and ERP (NetSuite) systems to ensure timely, accurate billing aligned with contractual terms.
• Manage and execute AR processes within ERP (NetSuite), including collections coordination, payment application, aging management, and cash receipt accuracy.
• Own execution of vendor payments and non-payroll spend using Accounts Payable software (Rippling) and the corporate card program, ensuring timely payment, policy compliance, and optimal working capital outcomes.
• Partner with Accounting during month-end close to ensure cash balances, bank reconciliations, and cash-related balance sheet accounts are complete, accurate, and fully supported prior to close and reporting deadlines.
• Maintain treasury policies, approval frameworks, segregation of duties, and fraud prevention controls across all cash-related workflows.
• Produce and maintain accurate weekly, monthly, quarterly, and annual cash forecasts across all bank accounts, including variance analysis and root-cause investigation.
• Proactively identify, prevent, and escalate liquidity risks, cash timing issues, and operational breakdowns that could impact cash availability or predictability.
• Ensure real-time visibility into vendor payment obligations, renewal timing, contract terms, and payment status in partnership with Accounting and Procurement.
• Manage day-to-day relationships with banking partners, including account structures, permissions, payment rails, and cash concentration, with a focus on simplification and efficiency.
• Oversee foreign currency exposure related to vendor payments and collections, executing FX transactions as needed, and ensuring appropriate controls and visibility.
• Partner with Accounting, FP&A, and Systems teams on order-to-cash (O2C) and treasury automation initiatives to improve cash predictability, controls, scalability, and operational efficiency.
• Support internal and external audits, lender reporting, and treasury-related compliance requirements, including ERP and banking integrations.
• Partner closely with Accounting and Systems teams during periods of acquisition integration and HubSpot/NetSuite implementation to stabilize and automate cash-critical workflows.
• Collaborate with Accounting on AR/AP timing, reconciliations, and close-related cash activities to ensure consistency between treasury operations and financial reporting.
• Document treasury processes, controls, and workflows, and continuously improve execution quality, efficiency, and scalability as the business grows.

Treasury Manager

Sales

• Develop and execute a comprehensive sales strategy that drives predictable, scalable revenue growth across all target markets.
• Lead as a true player-coach, actively supporting SEs on complex opportunities and personally running point on our largest, most complex enterprise deals to ensure successful close.
• Drive cross-functional alignment across Marketing, Customer Success, and Product to ensure integrated GTM execution. Establish shared KPIs, joint planning, and continuous feedback loops to improve win rates, expansion, and product-market fit.
• Build and scale the sales organization from the ground up, including SEs, SDRs, and sales operations, fostering a culture of accountability, urgency, and performance excellence.
• Define and enforce process discipline across the sales cycle, including ICP clarity, outbound and SDR scripting, pipeline generation expectations, territory management, CRM hygiene, and rigorous stage qualification.
• Establish and manage KPIs, forecasting models, and pipeline discipline to ensure consistent performance and accurate revenue visibility.
• Own forecasting accuracy through rigorous pipeline inspection, predictable stage-progression criteria, and standardized qualification frameworks (MEDDPICC, SPICED, or similar). Partner with FP&A for reliable weekly, monthly, quarterly, and annual forecasts.
• Serve as the public-facing sales leader for the organization by participating in webinars, conferences, trade shows, and customer-facing events, representing the unified CXT brand.
• Drive expansion in key verticals (courier, shippers, healthcare) through targeted initiatives and strategic market development.
• Develop and execute strategic partnership initiatives with key ecosystem players to unlock new revenue channels and strengthen market position.
• Own the full sales process, from prospecting to negotiation to close, ensuring operational excellence and a world-class customer experience.
• Monitor market trends, TMS competitive dynamics, and customer needs to maintain a strong, differentiated value proposition and inform ongoing GTM strategy.
• Demonstrate leadership that drives a high-accountability culture focused on transparency, coaching, data-driven decision-making, and continuous improvement.

Senior Accountant

Senior Accountant

Senior Accountant

Treasury Manager

VP of Sales