Escalon Services, LLC

Chief Marketing Officer

• Define and lead Escalon’s marketing vision, embedding data, analytics, and AI-informed insights into every touchpoint.
• Build and lead Escalon’s marketing strategy from the ground up, with a focus on creating scalable programs that address multiple growth channels;
• Identify and implement innovative marketing technologies to improve personalization, customer insights, and ROI;
• Design and test go-to-market strategies across three primary new business growth areas: acquiring new startups and early-stage businesses with no structured back office, companies that insource with employees, and converting clients from competitors;
• Design and test go-to-market strategies for upsell and cross sell of additional services to current Escalon clients.
• Unify Escalon’s brand voice and ensure consistency across digital, social, and client-facing platforms.
• Establish a clear, differentiated brand narrative that reflects Escalon’s value proposition and tone of voice while also resolving existing conflicting messages.
• Partner with the CEO and executive leadership to align marketing objectives with business growth and revenue targets.
• Leverage advanced AI technologies and marketing analytics, automation, and MarTech tools to increase ROI and performance.
• Develop predictive and data-informed models to optimize demand generation, CAC, and LTV.
• Drive the development and execution of integrated digital campaigns (SEO, SEM, social, email, programmatic, content, etc.);
• Optimize customer journeys and digital touchpoints using AI-enabled tools;
• Design and publish marketing performance dashboards and communicate insights to stakeholders.
• Lead, mentor, and evolve a small but growing team of internal and contract marketing professionals.
• Collaborate cross-functionally with Sales, Product, Data, and Operations teams to drive an integrated go-to-market motion.
• Build relationships with key external partners, agencies, and technology vendors; provide clear direction to current contractors, ensuring alignment, prioritization, and accountability.
• Champion a best-in-class candidate and customer experience across all Escalon touchpoints.

Head of Marketing Innovation – AI Strategy

• Oversee the timely and accurate preparation and filing of corporate and partnership income tax returns, including multi-state and international reporting.
• Support the development and mentorship of junior tax staff.
• Assist with implementing effective income tax planning strategies.
• Collaborate with our internal Controllers and CFOs on various income tax engagements.
• Liaise with internal accounting teams on various income tax questions and requests.
• Assist with income tax estimates, projections, and other special tax projects.

Manager – Tax Practice

• Reporting directly to the CEO
• Build and lead Escalon’s marketing strategy from the ground up, creating scalable programs across multiple growth channels
• Develop the roadmap, build the team, and lead execution of integrated B2B campaigns to drive demand, upsell current clients, and expand brand awareness
• Partner with executive leadership to align marketing objectives with business growth and revenue targets
• Design and test go-to-market strategies for new business growth and for upsell and cross-sell of additional services
• Leverage advanced AI models (machine learning, generative AI, predictive analytics) for targeting, segmentation, and campaign optimization
• Translate AI insights into actionable marketing strategies and stay ahead of emerging AI trends
• Drive development and execution of integrated digital campaigns (SEO, SEM, social, email, programmatic, content)
• Optimize customer journeys and digital touchpoints using AI-enabled tools
• Design and publish marketing performance dashboards and communicate insights to stakeholders
• Mentor and lead a high-performing marketing team and recruit/structure the team
• Collaborate with cross-functional teams (product, sales, IT, data science) and external partners, agencies, and vendors
• Own content creation, branding, website, external communications, demand generation, sales funnel optimization, annual marketing goals/KPIs, and the marketing budget
• Continuously evaluate the market landscape to identify and capitalize on new opportunities

Head of Marketing Innovation, AI Marketing Strategy

Account Manager

• Lead, craft, and execute strategies to sell financial operations, people operations, and risk services
• Establish, develop, and maintain positive business and customer relationships
• Network with entrepreneurs, founders and startup people at events and co-working locations
• Build quality relationships with key service providers to generate referrals
• Perform needs analysis of potential clients
• Coordinate sales effort with cross-functional team members within the US and India
• Prepare proposals that present, promote, and sell our services
• Manage the sales pipeline and achieve agreed upon sales targets and outcomes within schedule
• Visit client locations and attend associated events as required; up to 25% travel
• Articulate Escalon’s value proposition and identify opportunities to close business

Account Executive

• Create and execute comprehensive sales strategies to meet and exceed revenue targets, fostering business growth
• Identify and engage new clients through cold calling, emailing, monitoring local media companies, networking events, and referrals
• Conduct thorough assessments to understand clients' advertising objectives and challenges, delivering tailored, scalable solutions
• Build and maintain strong post-sale relationships with clients, ensuring high levels of satisfaction and retention
• Stay informed about the latest trends, technologies, and best practices in the OTT/CTV landscape, offering consultative advice to clients
• Provide regular forecasts of your sales activities and performance, keeping the regional sales lead informed on progress toward goals
• Attend industry conferences, trade shows, and networking events to expand your professional network and generate new business leads
• Plan and execute regional travel to strengthen relationships and develop new accounts

Senior Account Executive

• Create and execute comprehensive sales strategies to meet and exceed revenue targets, fostering business growth.
• Identify and engage new clients through cold calling, emailing, monitoring local media companies, networking events, and referrals.
• Conduct thorough assessments to understand clients' advertising objectives and challenges, delivering tailored, scalable solutions.
• Build and maintain strong post-sale relationships with clients, ensuring high levels of satisfaction and retention.
• Stay informed about the latest trends, technologies, and best practices in the OTT/CTV landscape, offering consultative advice to clients.
• Provide regular forecasts of your sales activities and performance, keeping the regional sales lead informed on progress toward goals.
• Attend industry conferences, trade shows, and networking events to expand your professional network and generate new business leads.
• Plan and execute travel to your designated region to strengthen relationships and develop new accounts.

• Create and execute comprehensive sales strategies to meet and exceed revenue targets, fostering business growth.
• Identify and engage new clients through cold calling, emailing, monitoring local media companies, networking events, and referrals.
• Conduct thorough assessments to understand clients' advertising objectives and challenges, delivering tailored, scalable solutions.
• Build and maintain strong post-sale relationships with clients, ensuring high levels of satisfaction and retention.
• Stay informed about the latest trends, technologies, and best practices in the OTT/CTV landscape, offering consultative advice to clients.
• Provide regular forecasts of sales activities and performance, keeping the regional sales lead informed on progress toward goals.
• Attend industry conferences, trade shows, and networking events to expand professional network and generate new business leads.
• Plan and execute regional travel to strengthen relationships and develop new accounts.
• Build, manage, and expand a portfolio of clients within the OTT/CTV space.

People Operations

• The ideal candidate will support the full scope of Human Resources responsibilities and partnership with the Escalon’s People Operations clients, handling both tactical and strategic initiatives with a focus on our payroll clients.; They will maintain and enhance the organization's human resources by planning, implementing, and evaluating human resources policies, programs, and practices.; Grow, learn, see many different companies and industries, and work with a knowledgeable team; looking for enthusiastic team players with a strong client facing HR/people operations background who are excited to share and apply their knowledge with a premier roster of growing clients who lean on our team to provide them PeopleOps guidance and support.; Offer HR subject matter expertise to Escalon’s HR Operations client base.; Assist clients with all of their HR needs while they focus on growing their business. Responsibilities can range from full-cycle HR to project based.; Accountable for developing and implementing HR strategies and initiatives aligned with the client’s overall business strategy; develop, and monitor overall HR strategies, systems, tactics, and procedures that enhances the client’s company growth.; Ensure clients have a strong HR infrastructure and ensure compliance. Provide recommendations and assist in creation of company policies to ensure consistency, compliance and efficiency (creating and writing employee handbooks, travel & entertainment policies…etc.), FSLA classifications and audit, support required employee training.; Ensure clients are due diligence ready by providing best practices when services are started.; Lead and/or partner with our People Support team to implement and administer all major PeopleOps related software systems including but not limited to HRIS, payroll, 401(k), benefits administration and performance evaluation.; Research, recommend, implement and perform benefits administration and management, including enrollments, terminations, claims resolution and invoice auditing. Assist in putting together a strategic benefits package (plan evaluations and selection, open enrollment planning, 401(k), LOA, COBRA, etc.).; Recommend new hire orientation and termination processes and partner with the PeopleOps HR Support team to ensure completion.; Partner with Payroll team and oversee the implementation and/or processing of payroll for multiple clients in a timely manner and assist employees with questions.; Serve as primary point of contact for assigned clients regarding payroll-related inquiries, concerns and requests; Partner with clients to draft parental leave policies and customize and deliver each employee LOA packet, support employee questions, and ensure leave is compliant based on local, state, and federal laws.; Recommend, implement, and support clients with feedback process, and support employee relations questions, demands, grievances, or other issues.; Assess needs and provide recommendations to design, customize, and implement performance management selection and processes, ensuring all employees receive timely and actionable feedback for applicable clients.; Assess, recommend, and develop programs designed to enhance employee morale and productivity, and recognize employees for their contributions to the company’s success. Assist with preventing and resolving concerns. Collaborate with managers to resolve issues and assist to prepare corrective action.; Act as a strategic account manager for assigned clients, as well as all Payroll-only clients with a focus of hunting, harvesting and conversation opportunities.; Collaborate with internal Escalon teams across multiple service lines to ensure our clients receive the highest levels of service

Senior Manager, People Operations Practice

Financial Planning and Analysis

• Oversee enterprise accounting and provide financial information to assist client and shareholders in making economic company decisions
• Primary responsibility and ownership for overall engagement level relationship with the client
• Provide insightful and trusted counsel to client business leadership and internal engagement team on financial and broad-based business issues
• Serve as a consulting member of the client leadership team advising on financial implications of major business decisions and shaping business objectives
• Direct the work of accounting and financial planning team in all financial reporting including comprehensive monthly financial statements, forecasts and budgets
• Enable aligned direction and value creation through effective short and long-range budgeting and forecasting
• Inform the client’s treasury function including optimizing cash flow
• Assist with strategies to capitalize the business, securing debt facilities and supporting fundraising activity
• Identify opportunities for improvement, cost reduction, and systems enhancement
• Manage external relationships with auditors and tax preparers and oversee risk management, including insurance
• Oversee Corporate Governance and internal controls
• Provide support on mergers and acquisitions and due diligence processes
• Review and oversee client onboarding process to ensure company meets and exceeds client expectations
• Create and nurture partnerships across functional roles within the organization including the OneShore team located in India

Contract CFO, Consumer Packaged Goods Practice

What You’ll Do:

The Tax Manager oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a position that is proactive and solution oriented, offering depth of experience to our clients in the fast-paced world of start-up accounting. This position reports to the Head of Escalon’s Tax Practice.

A successful Tax Manager at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self-motivated and responsible possessing strong communication, interpersonal, analytic, and time management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients.

Day-to-Day Responsibilities also include:
• Oversee the timely and accurate preparation and filing of corporate and partnership income tax returns, including multi-state and international reporting.
• Support the development and mentorship of junior tax staff.
• Assist with implementing effective income tax planning strategies.
• Collaborate with our internal Controllers and CFOs on various income tax engagements.
• Liaise with internal accounting teams on various income tax questions and requests.
• Assist with income tax estimates, projections, and other special tax projects.

Tax Manager – Tax Practice

Controller

• Company: rapidly growing cybersecurity and privacy company protecting consumers online with identity protection, performance optimization, online privacy, and antivirus products.
• Role: Lead and manage accounting operations; ensure timely, accurate financial closes and clean audits.
• Responsibilities: Oversee Billing, A/R, A/P, GL, Cost Accounting, Revenue Recognition; lead audits; enforce accounting policies; supervise accounting team; improve AP/AR processes; provide financial insights.