Account Executive

• Deliver quality and tailored demonstrations of FSI’s flagship products and services to prospects based on the prospect's needs and priorities
• Understand customer goals, plans, challenges, timeline, budget, authority
• Meet or exceed your quarterly sales quota
• Own the success of your territory by defining goals and creating a detailed plan
• Strive to continuously improve your sales process and demonstrate a willingness to learn and implement best practices
• Supplement your pipeline by completing lead-generating activities

Customer Support

• Provide phone, email, and chat support for customers
• Deliver training and consulting services
• Conduct software testing and maintain call database
• Communicate directly with customers to resolve issues

Customer Support Specialist

Events

• Oversee the full event life-cycle: ideation, planning, logistics, on-site execution and post-event follow-up.
• Manage logistics for 70+ regional events each year: trade shows, user group meetings, roadshows, and partner events.
• Develop detailed event project plans, timelines, budgets and checklists with key milestones.
• Work cross-functionally with Sales, Product, Customer Solutions and External Partners to ensure event goals align with pipeline, brand messaging and attendee experience.
• Coordinate vendor contracts, shipping/transport, booth needs (swag, signage).
• Post-event: assist with data capture (attendee leads, feedback), budget reconciliation, performance metrics (ROI, cost per attendee, pipeline attribution), and retro summaries with recommendations for improvement.
• Maintain event inventory (swag, collateral, signage, demo equipment).
• Work with Marketing operations to integrate event data into CRM/marketing automation, ensure accurate leads flow to Sales and timely follow-up.
• Support brand consistency across all event touchpoints: pre-event communications, on-site branding, digital lead capture, post-event follow-up.

Events Specialist

Marketing

• The Marketing Manager plays a key role in shaping and executing FSI’s go-to-market strategy across campaigns, content, events, and product launches.
• This mid-level position blends strategy and hands-on execution — ideal for a marketer who is comfortable owning projects from start to finish; coordinating cross-functional teams, and driving measurable growth in leads, engagement, and brand visibility.
• As part of the Growth Team, reporting directly to the Director of Marketing, you’ll help build awareness around FSI’s platform, support a robust events strategy, and collaborate closely with Sales, Customer Solutions, and Product teams to deliver data-driven marketing initiatives that support pipeline growth and retention goals.

Marketing Manager

Full-stack Engineer

• Design, develop, and maintain RESTful APIs and related services
• Build and maintain a developer-friendly portal with clear documentation, APIs, and onboarding tools
• Develop and manage integrations with third-party vendors and partners
• Write clean, testable code and perform unit/integration testing
• Monitor API health, usage analytics, and troubleshoot issues proactively
• Work closely with product managers and other teams to deliver high-quality solutions

Software Developer – Public API, Developer Portal & Vendor Integrations

Project Manager

• Manage small to medium-sized customers through end-to-end successful implementations and launches, ensuring alignment with strategic goals.
• Develop detailed project plans, timelines, and resource allocations.
• Coordinate internal teams and external stakeholders to ensure seamless execution.
• Project manage implementation tasks such as data migration, product training, and organizational roll-out strategies, coordinating internal resources as necessary.
• Configure software Maintain a minimum of 70% productivity.
• Monitor project progress, identify risks, and implement mitigation strategies.
• Serve as the primary point of contact for clients during the implementation phase.
• Conduct regular status meetings and provide clear, concise updates to stakeholders and team members in a timely manner.
• Ensure all deliverables meet quality standards and client expectations.
• Continuously improve implementation processes and methodologies.
• Train customers on product and implementation configurations either onsite and/or virtual.

Implementation Project Manager

Sales Operations Manager

• Generate, validate, and maintain Sales Orders for new and existing customers in HubSpot and NetSuite.
• Track and update Annual Recurring Revenue (ARR) and renewal timelines.
• Review and adjust Sales Orders in accordance with Consumer Price Index (CPI) updates.
• Manage deal documentation and ensure all required materials are complete and accurate.
• Generate and analyze weekly forecast reports for senior leadership.
• Administer monthly commission processes, including data extraction, calculation, and multi-level approval workflows.
• Design and deliver tailored reports to meet the needs of sales, finance, and leadership teams.
• Monitor and analyze historical deal data to identify trends and ensure accuracy.
• Build and maintain the renewal pipeline by forecasting and incorporating future-year opportunities.
• Partner with internal teams to manage partner deals, update order forms, and provide pipeline forecasts.
• Respond to contract-related inquiries with clear, data-backed insights into billing history and invoicing schedules.
• Manage and reconcile customer records across HubSpot and NetSuite, ensuring accuracy and consistency.
• Conduct monthly audits of CRM data to verify ownership, data completeness, and relevance.
• Administer user access and permissions in PandaDoc, HubSpot, and NetSuite.
• Maintain up-to-date tax form records across all platforms.
• Onboard and train new sales representatives on HubSpot and NetSuite workflows.
• Support data imports, updates, and alignment projects related to sales territories and reporting.