EverCommerce

Financial Planning and Analysis

• Monthly reporting: budget/forecast vs actual, flux analysis, providing insights into key business drivers and operational metrics to be supplied to the operational leaders and other stakeholders.
• Active role in annual business planning and budgeting process as well as monthly rolling forecast.
• Provide meaningful analysis of financial trends and variances to support informed decision making.
• Conduct financial analyses to evaluate business performance, identify areas for improvement, cost-saving opportunities, and revenue enhancement strategies.
• Development and maintenance of financial reports, KPIs, and dashboards to track operational metrics that provide timely and accurate insight into key business drivers.
• Become a super user of financial systems and tools, especially OneStream; own the construction and maintenance of various reporting templates.

Financial Analyst

Systems Engineer

• Architect and maintain OneStream applications, utilizing Extensible Dimensionality to support complex consolidation, planning, and reporting needs.
• Write, optimize, and maintain VB.NET Business Rules for calculations, translations, consolidations, and workflows.
• Implement and extend Marketplace solutions (e.g., Task Manager, People Planning, Account Reconciliations) to modernize the "Close" process.
• Optimize consolidation times and query performance through efficient system design and code reviews.
• Serve as the technical owner for how financial data exits NetSuite and develop robust data extraction methods.
• Build and maintain automated data pipelines between NetSuite and OneStream using OneStream Data Management/Stage.
• Troubleshoot complex data issues related to the financial system.

Senior Financial Systems Engineer

SEO Marketing

• Develop and implement a technical SEO roadmap focused on optimizing crawlability, indexability, and structured data to drive organic growth
• Own and prioritize the technical SEO backlog, aligning projects with business objectives and ensuring timely execution
• Partner with product, marketing, and UX teams to implement SEO best practices across site architecture, internal linking, and user navigation
• Manage site performance optimizations, including Core Web Vitals, page speed, and mobile optimization, ensuring a seamless user experience
• Conduct regular technical SEO audits using industry tools such as Ahrefs, Screaming Frog, SEMrush, and others to diagnose issues and implement scalable solutions
• Stay informed about search engine algorithm updates and adjust strategies to maintain and improve search rankings
• Drive AEO and GEO strategies and execution
• Utilize tools like Google Search Console, Google Analytics, SEMrush, Ahrefs, and other SEO tools to track, analyze, and report on site performance, identifying opportunities for improvement
• Develop and maintain key SEO KPIs, dashboards, and performance metrics to assess organic traffic impact
• Conduct A/B testing and experiments to optimize SEO hypotheses and ensure continuous performance improvements
• Collaborate with product, and development teams to ensure SEO-friendly site architecture and that SEO requirements are integrated into development cycles
• Work closely with content teams to optimize on-page content and ensure alignment with search intent and overall, SEO strategy
• Lead discussions and provide expertise on JavaScript SEO, server-side rendering, and other complex technical SEO topics
• Foster communication and alignment between technical and non-technical stakeholders to promote SEO best practices and ensure SEO initiatives are understood across teams
• Manage the implementation of structured data (JSON-LD, Schema.org) to enhance rich search results, supporting entity-based SEO and improving visibility in search engines
• Collaborate with content teams to optimize pages for search intent and ensure high-quality, SEO-driven content
• Provide leadership in identifying opportunities for site improvement and guide the technical team on SEO initiatives
• Act as a subject matter expert, continuously educating internal teams and stakeholders on technical SEO best practices
• Lead and mentor junior SEO team members, providing guidance and support in executing SEO tasks and building technical SEO expertise
• Lead and manage SEO strategies for multiple websites, ensuring consistency and scalability in technical SEO practices across all sites
• Drive Conversion Rate Optimization (CRO) initiatives by aligning SEO goals with user experience improvements and optimizing landing pages for both SEO and conversion performance
• Work with analytics and UX teams to identify areas for improvement on key landing pages and drive actions to increase conversion rates while enhancing organic traffic
• Demonstrated experience managing and leading SEO teams, guiding both senior and junior team members in achieving goals and fostering a collaborative environment
• Proven ability to manage multiple projects and websites simultaneously, overseeing cross-functional initiatives and maintaining high-quality execution.

Director, SEO/AEO/GEO

Security Engineer

• Partner with the Lead Product Manager to ensure the backlog is refined, well-documented, and ready for development
• Write clear, testable user stories and acceptance criteria for product enhancements, bugs, and technical requests
• Facilitate meetings with internal SMEs (support, training, customer success) to gather context, replicate issues, and document edge cases
• Support backlog refinement sessions and sprint planning by ensuring stories meet the Definition of Ready
• Help prepare discovery materials and documentation for new features or customer needs
• Organize supporting materials like workflows, screenshots, support cases, and stakeholder notes
• Serve as a liaison between customer-facing teams and developers, helping ensure issues are well understood before development begins
• Follow up with stakeholders to resolve outstanding questions or missing information for development work
• Contribute to internal product documentation and knowledge base articles

Junior Product Manager – Security & Alarm

IT Support

• Assisting our external customer base via phone calls, chats, email and customer portal
• Diagnose, troubleshoot and resolve application, configuration and workflow questions and potential issues
• Being a business partner for our customers by understanding and consulting on all functional and configuration aspects of Updox
• Properly escalate potential issues, as needed, to the next level
• Communicate in a cheerful, helpful, and professional manner with both internal stakeholders and our customers
• Precisely document required details of assigned tickets while tracking tickets through various stages of completion
• Work cross-departmentally with multiple teams to find, analyze, and resolve client issues.
• Represent the voice of the customer by sharing customer feedback about our products and service
• Be a change agent by proactively identifying and communicating areas of improvement to leadership
• Utilize team tools and company knowledge base to research and resolve customer concerns
• Provide a World Class Customer Experience by seeking to understand the customer’s concerns with empathy
• Actively participate in developing the company knowledge base
• Strive to meet or exceed individual, department and corporate goals
• Continuously seek opportunities to grow in Updox and industry knowledge

Associate Technical Customer Support Specialist

Compliance

• Monitor and analyze regulations/standards that apply to the compliance program for EverHealth’s electronic health record, practice management, revenue cycle management, unified communications, and document management solutions (AKS, FCA, Cures Act, HIPAA, ONC certification requirements, and information blocking rules).
• Educate stakeholders about compliance and certification-related business changes.
• Proactively identify and quickly analyze / communicate risks or regulatory changes to the Head of Compliance.
• Maintain and utilize deep industry knowledge to drive decision-making to safeguard EverHealth and protect revenue.
• Define and coordinate compliance related development projects and procedural changes
• Coordinate Business Associate Agreements (tracking, templates)
• Coordinate privacy & security incident management
• Maintain library of compliance related implementation guides, specifications, & regulations
• Develop, update, and implement security policies, standards, and procedures, ensuring alignment with regulations.
• Assist with risk assessments, track vulnerabilities, manage risk registers, and oversee remediation of identified gaps.
• Prepare, organize, and maintain audit-ready documentation and evidence.
• Assist with the development of compliance training.
• Work with business units to track progress and resolve issues.
• Review security questionnaire requests and ensure vendor contracts meet security benchmarks.
• Assist with security incidents, investigations, and recovery

Compliance Analyst

Administration

• Lead discovery sessions to understand and document current state lead-to-quote, CPQ, billing, and services delivery processes, issues impacting user experience and revenue leakage, and requirements for future state implementation.
• Understand and align requirements provided by a complex set of stakeholders, including: Legal, Accounting, Billing, Marketing, Sales, and others.
• Lead design sessions with cross-functional teams to review and document future state processes and system architecture across Salesforce and Zuora.
• Implement and administer Salesforce CRM environments including custom Apex development, Flows, and declarative configuration.
• Implement and administer Zuora CPQ environments including product catalog design, charge models, pricing rules, subscription and amendment workflows, and Zuora 360 integration with Salesforce.
• Coordinate with Business Operations and Financial Systems teams to provide end-to-end solution design leadership across the CRM-to-billing value chain.
• Lead user acceptance testing for major development categories, including development of test plans and support of test users.
• Enable end-user success through seminar-style training sessions, office hours, and ad-hoc support channels.
• Support mentorship of other team resources in Salesforce, Zuora, operational tools, architecture, design, and best practices.
• Collaborate on the development of templates and playbooks to ensure that the team is optimally positioned to leverage our collective knowledge and experience and ensure predictable, high-quality project outcomes.
• Engage with EverCommerce and subsidiary leadership on status updates, working sessions, and solution design.
• Communicate recommendations, project progress, and achieved outcomes through a variety of media, including: presentations, emails, and diagrams such as Lucid Chart, Figma, or similar.

CPQ Administrator

Data Analyst

• Develop and maintain dashboards and reports to monitor marketing KPIs across paid media, email, events, and additional channels
• Analyze campaign performance and provide actionable recommendations to improve conversion rates, customer acquisition, and retention
• Lead marketing attribution efforts and build models to understand channel impact
• Collaborate with cross-functional teams (Product, Sales, Finance) to align marketing goals with business objectives
• Design and execute A/B tests and experiments to validate hypotheses and optimize performance
• Present findings to senior leadership with clarity and strategic insight
• Stay current on analytics tools, trends, and best practices

Marketing Analytics Manager

Marketing

• Own and drive the end-to-end lifecycle marketing strategy across acquisition, nurture, conversion, onboarding, retention, expansion, and advocacy, with clear performance goals tied to pipeline contribution, conversion rates, customer retention, and lifetime value.
• Translate business priorities into lifecycle programs that materially improve funnel performance, customer engagement, and revenue outcomes.
• Establish clear success metrics and reporting frameworks to evaluate lifecycle effectiveness, incremental lift, and ROI.
• Lead the consolidation and migration of multiple brands from various Marketing Automation Platforms (MAPs) into Marketo, owning both strategy and execution across: Campaigns, programs, content, and landing pages, Reporting and analytics, Scoring models, data architecture, compliance, and governance requirements.
• Own and optimize Marketo instance(s) to meet the needs of individual solution brands, leveraging advanced automation, personalization, dynamic content, and scalable program design.
• Develop and maintain a clean, scalable data architecture that supports segmentation, scoring, attribution, and closed-loop reporting across the lifecycle.
• Manage and oversee day-to-day lifecycle and marketing automation activities, including campaign setup, segmentation, scheduling, QA testing, tagging, and deployment of one-time, recurring, triggered, and dynamic campaigns.
• Continuously optimize existing automated programs and launch new initiatives based on customer insights, behavioral data, and performance trends.
• Analyze content, messaging, CTAs, landing pages, and funnel performance to inform strategy and drive ongoing improvement.
• Proactively troubleshoot technical issues related to data integrations, lead scoring, CRM sync, and campaign execution prior to launch.
• Partner closely with Demand and Digital teams to align lifecycle programs with lead quality strategy, acquisition performance, and funnel efficiency.
• Act as a core lifecycle partner to Customer Marketing, aligning onboarding, retention, expansion, and advocacy programs to customer needs, adoption milestones, and growth opportunities.
• Collaborate with Sales, RevOps, and Product teams to ensure lifecycle programs support sales motions, customer experience, and roadmap priorities.
• Own lifecycle prioritization and roadmap planning, making clear trade-offs based on business impact, resource constraints, and performance data — not just inbound stakeholder requests.
• Balance short-term execution needs with long-term platform scalability and strategic investments.
• Create a culture of curiosity, experimentation, and operational rigor, continuously improving how lifecycle work is planned, executed, and measured.
• Lead, mentor, and grow a team of lifecycle and marketing automation specialists, developing deep subject-matter expertise and a strong ownership mindset. Set clear expectations, provide coaching, and ensure high standards for execution, quality, and accountability across the team.

Senior Manager, Lifecycle Marketing

• Own lifecycle experience direction for assigned journeys, segments, or initiatives
• Design end-to-end lifecycle experiences across email, push notifications, and in-app messaging
• Translate business priorities into lifecycle initiatives that drive activation, retention, adoption, and monetization
• Develop clear hypotheses for how lifecycle initiatives will contribute to business goals
• Partner closely with Product, Product Marketing, Growth, Payments, and Data teams
• Monitor lifecycle performance using shared measurement frameworks
• Design and run experiments to test new approaches and optimize outcomes