Manager

• Manage IT audit and assurance engagements, including SOC 1, SOC 2, SOC 3, SOC for Cybersecurity, HITRUST, HIPAA, and other compliance assessments.
• Collaborate with senior team members and Partners on risk assessments, audit planning, and reporting.
• Lead day-to-day engagement activities, providing guidance, oversight, and feedback to staff and seniors.
• Build and maintain client relationships through proactive communication and high-quality service delivery.
• Oversee evaluation of IT control design and operational effectiveness.
• Identify and clearly communicate audit findings and remediation recommendations to clients.
• Participate in client meetings and ensure a positive client experience throughout the engagement lifecycle.
• Support continuous improvement of assurance methodologies, tools, and documentation standards.
• Ensure work is performed in compliance with quality control and professional standards.
• Assist in training and mentoring team members to support skill development and career growth.
• Provide weekly status updates to management, including progress tracking and issue escalation.
• Demonstrate professionalism, integrity, and ethical behavior in all activities.
• Stay current with regulatory changes, industry standards, and IT audit best practices.
• Proactively raise potential engagement or client issues with firm leadership.
• Participate in business development efforts, including proposal support and client presentations.
• Take on special projects assigned by the partner group as needed.

Senior SOC 2 Manager, CPA

Consultant

• The PCI-QSA Senior Consultant is responsible for executing PCI DSS compliance assessments and audits, ensuring that client environments meet applicable security standards.
• This role combines technical expertise, audit execution, and client advisory to identify risks, assess controls, and support organizations in achieving and maintaining compliance.
• Perform PCI DSS assessments, including on-site and remote audits.
• Evaluate the design and operating effectiveness of security controls.
• Review client documentation, systems, and processes for compliance readiness.
• Document audit procedures, findings, and recommendations.
• Identify compliance gaps and provide remediation guidance.
• Prepare clear and structured audit reports and deliverables.
• Maintain regular communication with clients throughout engagements.
• Ensure adherence to internal quality standards and audit methodologies.
• Support clients in understanding compliance requirements and next steps.
• Stay current with PCI DSS standards and evolving security practices.

Senior PCI QSA Consultant

Auditor

• Lead ITGC and application control testing efforts
• Guide and review work completed by junior team members
• Perform walkthroughs, testing, and documentation for SOC 2, SOC 1, and HIPAA engagements
• Identify control gaps and provide recommendations for remediation
• Maintain strong client relationships through clear and proactive communication
• Ensure timely progress updates and escalate issues to management

Senior IT/GRC SOC 2 Auditor

• Perform the day-to-day activities of IT audit engagements (SOC 1, SOC 2, HIPAA), and readiness assessments under the direction of a member of the management team.
• Evaluate the design and effectiveness of technology controls
• Identifies and communicates IT audit findings to management
• Help identify performance improvement opportunities for assigned clients
• Communicate effectively with the clients and team members
• Lead client meetings and foster client relationships through proactive communication
• Provide weekly status reports to management
• Proactively communicate to management regarding any potential issues

Senior Auditor, SOC 2

• Lead day-to-day activities for SOC 2 and other IT compliance engagements
• Guide staff and engage with clients
• Deliver high-quality audits and readiness assessments

Revenue Operations

• Own HubSpot as the system of record across Sales, Marketing, and Customer Success
• Design and enforce data standards, lifecycle stages, deal stage definitions, and field governance
• Build and maintain workflows, sequences, custom properties, and integrations
• Audit CRM health proactively and resolve data quality issues before they impact reporting
• Partner with AEs, BDRs, and CSMs to maintain pipeline accuracy and deal hygiene
• Build and manage pipeline review cadences and frameworks
• Identify coverage gaps, velocity issues, and at-risk deals — surface them to the CRO in real time
• Build and maintain executive dashboards covering pipeline, bookings, revenue, and customer success metrics
• Develop weekly, monthly, and quarterly reporting packages for the CRO and founders
• Own funnel analytics from lead through close, including partner-sourced and influenced attribution
• Build and maintain rolling revenue forecasts and scenario models (upside, base, downside)
• Support capacity planning, quota setting, and territory design in partnership with the CRO
• Model the impact of headcount changes, pricing shifts, and partner contributions on revenue outcomes

Senior Revenue Operations Manager

• Perform ITGC and application control testing across SOC 2, SOC 1, and HIPAA engagements
• Assist in evaluating the design and effectiveness of IT controls
• Communicate with clients to request evidence, conduct walkthroughs, and clarify audit questions
• Document findings and support the preparation of client deliverables
• Collaborate with senior team members to identify areas for improvement in client control environments
• Provide weekly status updates and flag potential issues to management

ISG

Senior SOC 2 Manager, CPA

Senior PCI QSA Consultant

Senior IT/GRC SOC 2 Auditor

Senior IT/GRC SOC 2 Auditor

Senior Auditor, SOC 2

Senior IT/GRC SOC 2 Auditor

Senior Revenue Operations Manager

IT/GRC Auditor – Staff Level