Filed

Product Manager

• You’ll be the owner of how our product comes to life.
• From funnel optimization to roadmap decisions, you’ll connect the dots between user insights, product data, and execution.
• You’ll work closely with our CTO and engineering leads to turn ideas into seamless, conversion-driving experiences.
• Driving key parts of the product roadmap in collaboration with the CTO and engineering leads
• Acting as the glue between engineering teams to ensure smooth, integrated delivery
• Tracking product performance metrics and iterating fast based on what you learn

Product Designer

• Co-owning the end-to-end user experience across Filed’s platform
• Translating ambiguous problems into clear, elegant solutions
• Rapidly prototyping ideas and testing them with users
• Partnering with engineers and PMs to ship experiences that feel effortless
• Balancing speed with usability, always keeping the user at the center
• Ensuring accessibility and usability best practices are baked into everything you design

AI Engineer

• design and implement LLM-powered workflows across tax, finance, and compliance
• develop scalable knowledge systems for memory, retrieval, and reasoning
• own prompt pipelines, vector stores, fine-tuned models, and evals
• think in systems, probabilities, and second-order effects as you work across ambiguous problem spaces

Designer

• Shape how the world sees Filed through product & brand design.
• Design polished UI visuals, illustrations, and blog diagrams.
• Create marketing-ready visuals for website, blog, and social.
• Develop modular illustration and diagram styles to explain workflows.
• Refresh and unify visuals across all marketing touchpoints.
• Deliver responsive files for Webflow and other channels.
• Operate with minimal direction while maintaining on-brand quality.

Product & Brand Hybrid Designer, Contract

Business Development Rep

• Making high-volume outbound calls to new prospects.
• Running follow-up campaigns to re-engage cold leads.
• Following scripts, but knowing when to break them.
• Booking qualified meetings for our Account Executives.
• Logging every activity with precision in the CRM.
• Bringing energy, curiosity, and confidence to every interaction.

Business Development Representative

Account Executive

• Running discovery calls with prospective clients
• Handling technical calls when clients dig into tax-related questions
• Making outbound calls when meetings aren’t booked
• Sending contracts and pushing deals over the finish line
• Tracking every opportunity in the CRM with impeccable data hygiene

• Reviewing and editing advanced 1040 returns using Filed’s AI-supported workflow
• Identifying errors, inconsistencies, and planning opportunities
• Providing concise, actionable feedback and corrections
• Collaborating with internal tax and operations teams to ensure smooth, high-quality delivery
• Documenting system errors and contributing to continuous product improvement

Senior Tax Professional

Customer Success Manager

• Plan and run customer onboardings end-to-end (kickoff → go-live → adoption).
• Configure and troubleshoot integrations; keep data flows secure and reliable.
• Create clear customer-facing guides and training assets; turn fixes into playbooks.
• Track milestones and risks with impeccable hygiene.
• Partner with our Product and Engineering teams to surface onboarding insights that improve UX and adoption.

Onboarding & Customer Success Manager

Inside Sales Representative

• Establish the business tax knowledge framework for AI training.
• Integrate and validate business tax logic.
• Evaluate model outputs for business returns and implement improvements.

Business Tax Expert

Marketing Operations

• Designing and maintaining a clean, structured, and scalable HubSpot CRM architecture
• Creating automations and workflows that accelerate lead response and conversion
• Owning the marketing-to-sales handoff, SLAs, and feedback loops
• Building dashboards that deliver real-time visibility into funnel health and performance
• Automating repetitive internal tasks to free up hours across teams
• Managing HubSpot integrations and identifying new ones that support growth

CRM, Marketing Automation Specialist

• Review and edit advanced 1040 returns using Filed’s AI-supported workflow
• Identify errors, inconsistencies, and planning opportunities
• Provide concise, actionable feedback and corrections
• Collaborate with our internal tax and operations teams to ensure smooth, high-quality delivery
• Document what the system got wrong