Foley

Accountant

• Lead key components of the month-end close, including journal entries, reconciliations, and variance analysis
• Own complex account reconciliations, ensuring accuracy, completeness, and timely resolution of discrepancies
• Support revenue recognition and deferred revenue accounting in alignment with ASC 606
• Analyze large and complex datasets to identify trends, risks, and opportunities
• Partner with FP&A and cross-functional teams to ensure financial data is accurate and actionable
• Identify and implement improvements to close timelines, workflows, and reporting accuracy

Senior Staff Accountant

Backend Engineer

• Design and build scalable APIs and integration workflows that power partner-facing products
• Develop secure, reliable distributed systems with a focus on performance and resilience
• Contribute to our MuleSoft-based API platform and cloud infrastructure (AWS, Kubernetes, Docker)
• Improve system scalability, observability, and fault tolerance across services
• Enhance CI/CD pipelines and DevOps workflows to increase speed and reliability
• Write clean, testable code and contribute to best practices in system design and architecture
• Partner with product, engineering, and external teams to deliver high-impact integrations
• Support partner onboarding through stable, well-documented APIs and developer-friendly experiences

Senior Software Engineer, Backend

Onboarding Specialist

• Lead onboarding engagements to drive successful product adoption and faster time-to-value
• Guide customers through account setup, configuration, and best practices in 1:1 and group settings
• Identify risks to onboarding success and proactively drive resolution
• Partner with Customer Success and CS Ops to design and deliver enablement for Customer Success Managers
• Reinforce onboarding best practices and improve consistency across the post-sale journey
• Partner with Sales, Product, Support, and Customer Success to ensure smooth customer handoffs and alignment
• Build strong relationships with customer stakeholders to align on goals, KPIs, and success criteria
• Contribute to improving onboarding playbooks, templates, and documentation
• Help design scalable onboarding processes that support both high-touch and repeatable delivery models
• Track onboarding performance and use data (e.g., time-to-value, adoption, CSAT/NPS) to drive improvements

Customer Onboarding and Enablement Manager

Revenue Operations

• Own the Salesforce support queue (~10 requests/day), triaging issues with clear communication and fast resolution.
• Ensure SLAs are consistently met (same-day acknowledgment; 1–2 business day resolution for standard requests).
• Identify recurring issues and implement root-cause fixes to reduce ticket volume over time.
• Set intake, prioritization, and service standards that create clarity and predictability for stakeholders.
• Manage and develop one Revenue Operations team member, providing clear priorities, coaching, and performance feedback.
• Allocate workload effectively across support, projects, and optimization work.
• Raise the execution bar by reinforcing quality standards, documentation discipline, and stakeholder communication best practices.
• Create growth opportunities and skill development plans to build long-term capability within the function.
• Configure and optimize Salesforce (Flows, automation, validation rules, layouts, queues/routing, permission sets, reports, dashboards).
• Ensure data integrity and scalable process design across core objects (Lead, Account, Contact, Opportunity).
• Support rollout and optimization of Service Cloud functionality.
• Translate business needs into durable, scalable technical solutions.
• Run a lightweight, predictable release process (testing, UAT coordination, deployments, change logs, release notes).
• Build stakeholder trust through transparent communication and structured change management.
• Balance speed with governance to protect data integrity and system stability.
• Troubleshoot cross-system workflow issues across HubSpot, Gong, Orum, 6sense, CallRail, Chili Piper, and RingLead.
• Partner with Operations teams where Dynamics remains a system of record.
• Collaborate on integrations and workflows across Ordway (billing) and Planhat (Customer Success).
• Proactively identify opportunities to improve forecasting accuracy, pipeline visibility, and workflow efficiency.

Manager, Revenue Operations

Performance Marketing

• Own the end-to-end execution of integrated, multi-channel marketing campaigns that drive new logo acquisition and customer expansion within the Small Market segment
• Build, launch, and optimize email, SMS, landing pages, nurture programs, and e-commerce experiences using marketing automation and AI-enabled tools
• Partner with Sales, Customer Success, Product Marketing, and RevOps to ensure strong lead flow, accurate attribution, and alignment with go-to-market priorities
• Coordinate paid media, SEO, and digital initiatives with external vendors to generate consistent, qualified pipeline
• Track and optimize performance across channels, using data to improve conversion rates, pipeline contribution, expansion revenue, and ROI
• Use AI and automation to streamline campaign workflows, reduce manual effort, and create scalable efficiencies across marketing operations
• Manage campaign timelines, asset coordination, and cross-functional execution
• Track, analyze, and optimize campaign performance across channels with a focus on pipeline contribution and revenue impact
• Monitor KPIs including MQLs, SQLs, conversion rates, cost per opportunity, pipeline influence, expansion revenue, and ROI
• Serve as the primary marketing point-of-contact for Small Market Sales and Customer Success

Demand Generation Manager – Small Market

Application Engineer

• Deliver Level 2 support for internal and external customers, driving tickets through high-quality resolution
• Investigate application issues by analyzing logs, system behavior, and performance metrics
• Monitor system health using tools like DataDog and proactively respond to alerts
• Identify root causes and partner with Engineering to implement durable, long-term fixes
• Write, review, and optimize SQL queries to diagnose and resolve data issues
• Ensure data accuracy and integrity across integrated systems
• Perform data corrections and recommend process improvements to reduce recurring issues
• Collaborate closely with Engineering, QA, Product, and Operations in an Agile/Scrum environment
• Contribute to internal documentation and knowledge base articles

Application Support Engineer

• Support the Scaled onboarding of new customers using established processes and playbooks
• Assist customers with account setup, product configuration, and basic training in both one-on-one and group settings
• Conduct onboarding calls and follow-ups with clients to promote adoption of Foley’s software
• Help educate customers on how to use Foley’s products to meet compliance requirements
• Track onboarding tasks, milestones, and customer progress in internal systems
• Partner with Sales, Support, and Customer Success to ensure smooth customer handoffs
• Identify questions, challenges, or delays during onboarding and escalate as needed
• Contribute to onboarding documentation, templates, and process improvements