Digital Onboarding, Inc.

Controller

• Manage day-to-day financial operations while building scalable processes and systems across finance, HR, and operations
• Own all accounting operations, including monthly close, accounts payable, invoicing, payroll, and financial audits
• Ensure compliance with GAAP, ASC 606, and SaaS revenue recognition standards
• Manage non-GAAP metrics & SaaS performance indicators, including ARR, CAC:LTV, burn rate, profitability, and other operational metrics
• Ensure efficient cash flow management, expense control, and capital deployment to support sustainable growth
• Lead financial forecasting, budgeting, and scenario planning to guide executive decision-making
• Drive monthly and quarterly reporting cadence for the board and investors
• Establish scalable financial processes and internal controls to support the company’s rapid growth
• Oversee state and federal tax and compliance filings
• Review, manage, and maintain sales and vendor contracts, ensuring terms are accurate and aligned to business objectives
• Own inventory management, including deployment and retrieval company devices
• Manage HR operations, including managing offer letters, employee onboarding & offboarding, initiating background checks, and running employee engagement initiatives
• Administer payroll & benefits
• Own employee engagement, including performance reviews and engagement surveys

Solutions Engineer

• Partner with sales executives throughout the sales cycle to communicate value via custom demos, solution architecture diagrams, and technical validation.
• Design and prototype integrated solutions that address customer pain points, leveraging APIs, webhooks, and iPaaS workflows (Tray.io strongly preferred).
• Lead technical conversations around data connections (SQL queries, SFTP, APIs, Webhooks), security protocols (OAuth, SAML, JWT, encryption), and implementation feasibility.
• Participate in strategic deal reviews and account planning to bring a solution-driven perspective to high-value opportunities.
• Work closely with the product team to maintain deep knowledge of technical aspects of new features and enhancements.
• Collaborate with Partnerships, Solutions, and Product teams as a subject matter expert (SME) to scope and validate new integration possibilities.
• Build and document sample Tray.io workflows to solve emerging use cases, train the solutions team, and package reusable assets.
• Prioritize and triage solution requests from sales, customer success, and partners to ensure high-impact opportunities are supported.
• Create and maintain modular, customizable demo environments aligned to common customer scenarios.
• Develop demo flows, scripts, and integrations tailored to different market segments, showcasing the full value of the platform.
• Contribute to enablement materials such as technical one-pagers, objection-handling guides, and discovery tools that support the field.
• Train sales and solutions colleagues on demo execution, objection handling, API troubleshooting, and aligning technical value to buyer personas.
• Document customer requirements and solution designs to ensure seamless handoffs from Sales to Implementation.
• Support pre-sale and early post-sale technical blockers (data ingress/egress, data flows, security configurations, integration validation) to accelerate customer time to value.
• Help refine a standardized handoff process between sales and implementations, ensuring consistent documentation and customer delight.
• Act as a conduit between the field and internal teams by gathering and sharing customer feedback, market trends, and technical objections.
• Partner with Product, Engineering, and Product Marketing to influence roadmap, messaging, and solution positioning.
• Share insights with Customer Success to anticipate technical challenges, identify integration opportunities, and drive expansion.

Senior Solutions Engineer

Technical Product Manager

• Role Overview We’re looking for a Technical Product Manager to own our integration strategy end-to-end. This includes: Designing a cohesive approach for content delivery across multiple digital banking platforms. Leading data integration efforts with cores, third-party fintechs, and vendor APIs. Partnering with other teams on go-to-market (GTM) strategy, ensuring integrations translate into customer value and revenue. Working directly with vendor and fintech partners to discover new integration opportunities and bring them to market. This role is both strategic and deeply technical: you’ll know the APIs, SDKs, and data models of our partners as well as the tradeoffs of embedding content across different platforms. You’ll be the connector between customers, vendors, engineering, and GTM teams. Key Responsibilities Integration Strategy & Execution Own the roadmap for all integrations: digital banking platforms, cores, and fintech partners. Develop a cross-platform strategy for content delivery, balancing consistency with vendor-specific constraints (Banno, Q2, Alkami, Candescent). Define and prioritize data integrations with systems like Jack Henry (PowerOns), Corelation, FinGoal, Velocity, and other fintechs. Ensure integrations are scalable, secure, and aligned with regulatory/compliance standards. Technical Expertise Serve as the SME for partner APIs, SDKs, and data models — understanding both their capabilities and limitations. Translate business needs into technical requirements and clear acceptance criteria. Work with engineering on proof-of-concepts, architectural decisions, and technical tradeoffs. Track vendor platform updates and proactively evolve our integration strategy. Partner & Market Development Work directly with vendors, cores, and fintech partners to identify and evaluate new integration opportunities. Partner with business development and GTM teams to align integrations with market positioning, sales enablement, and customer messaging. Represent integration capabilities with customers and partners as the product voice. Measurement & Continuous Improvement Define KPIs for integration success: adoption, usage, customer satisfaction, and operational efficiency. Analyze integration performance and adjust strategy based on outcomes.

Sales

• Own the number. Lead, scale, and energize the new logo sales and BDR teams to smash revenue goals.
• Build a winning culture, create repeatable sales plays, and partner with Demand Gen and Strategic Partnerships to flood the pipeline, accelerate deal cycles, and close high-value opportunities.
• Lead & Inspire: Build, coach, and level-up a team of AEs and BDRs. Set the tone for a high-performance, high-accountability sales culture. Attract top talent and retain your best players.
• Drive Growth: Own the go-to-market plan for new logo sales. Work with Demand Gen to ensure your team always has a massive pipeline. Partner with Strategic Partnerships to activate co-sell motions that win bigger deals, faster.
• Run the Playbook: Refine and scale a repeatable, metrics-driven sales process that moves deals from first meeting to closed-won at speed. Roll out sales plays that improve win rates, expand deal sizes, and shorten sales cycles. Leverage data, insights, and leading indicators to stay ahead of the number.
• Be Cross-Functional Glue: Collaborate with Marketing, Product, and Solutions to keep messaging tight, competitive, and compelling. Bring the prospect’s voice into product strategy to make sure we’re always building what drives new sales. Work hand-in-hand with post-sales to deliver a killer customer experience from day one.

Controller

Senior Solutions Engineer

Technical Product Manager

Director of Sales