Kapitus

Customer Retention Specialist

• Monitor, assess, and address the team’s customer approach and outreach through various sales tools, and in accordance with company policies and procedures
• Manage reporting system and financial information pipeline in salesforce with management team
• Review Dashboards and generate reports within salesforce and deliver findings to team members to align performance and accountability
• Act as a player/coach to maintain both individual and team sales unit and volume goals, including offsetting monthly department goals as required
• Contact, manage, and follow up with merchants’ requests, concerns, and needs in a timely fashion
• Act as escalation contact for team and merchants, as appropriate
• Maintain, grow, and build good rapport with key decision makers with client(s)
• Review, facilitate, and expedite renewal submissions and contract funding for individual and team sales
• Inspire and create a motivating environment through coaching, mentoring, and enablement
• Provide opportunities to participate in both formal and informal developmental activities
• Collaborate with team to build short- and long-term learning plans
• Encourage open, candid exchange of ideas, and respectful challenges to status quo
• Work with senior leaders and department head, to set expectations for all team members and hold employees accountable for results
• Define objectives, identify, and evaluate trends and options
• Promptly address performance issues, working with HR as appropriate
• Lead hiring, performance management, compensation, and evaluation of team members
• Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs
• Other tasks and duties, as required by management

Manager, Customer Retention Solutions

Accounts Payable

• Oversee the end-to-end Accounts Payable function.
• Develop and implement process improvements and automation.
• Ensure strict compliance with company accounting policies and procedures.
• Lead and manage the AP team, assigning daily tasks and monitoring performance.
• Manage the weekly AP lifecycle through electronic bill payment systems.
• Record and review all invoices for appropriate documentation.
• Execute weekly wire transfers and oversee credit card processing.
• Maintain ownership of the AP Inbox and facilitate clear communication.
• Partner with leadership to develop cash flow funding needs.
• Manage the issuance of annual Form 1099s and maintain vendor documentation.
• Provide critical support during the monthly close process and lead accounting projects.

Manager, Accounts Payable

Full-stack Engineer

• Take ownership of the end-to-end service development lifecycle
• Collaborate with product and business stakeholders
• Lead and mentor the development team
• Conduct thorough code reviews
• Design, develop, and support end-to-end Salesforce solutions
• Create and maintain technical designs, process flows, architectural diagrams
• Diagnose and resolve application issues
• Drive agile development practices within the team
• Work closely with cross-functional teams
• Apply Salesforce industry experience and best practices

Tech Lead – Software Engineer III, Salesforce

Accountant

• Lead the preparation, drafting, and review of Forms 10-Q, 10-K, 8-K, and related SEC filings.
• Prepare and update financial statements, footnotes, MD&A sections, and disclosure checklists.
• Support development of quarterly earnings release materials and non-GAAP reconciliations.
• Perform and/or review XBRL tagging and filing validations.
• Manage the SEC reporting calendar and disclosure committee workflow.
• Coordinate with Legal, FP&A, HR, Tax, and Treasury.
• Serve as a key point of contact for external auditors.
• Support or lead preparation of Form S-1 filings.
• Support IPO readiness and control enhancements.
• Research complex accounting issues and prepare technical accounting memos.
• Provide guidance on ASC 606, ASC 842, share-based compensation, FX, capitalized software, and other areas.
• Evaluate new accounting standards and support policy development.
• Partner with business stakeholders on accounting implications of new transactions.
• Ensure SEC reporting processes comply with SOX 404 expectations.
• Maintain and enhance process narratives and control documentation.
• Support quarterly reviews and annual audits with schedules and reconciliations.
• Perform and review journal entries and reconciliations.
• Validate consolidation results and data flow accuracy.
• Ensure seamless integration of close-to-reporting activities.
• Serve as central point of contact for reporting matters.
• Communicate deadlines, risks, and requirements to leadership.
• Provide informal mentorship and support future function scalability.

Lead Accountant, SEC Reporting

Vice President

• Develop and implement sophisticated workout strategies for collections, loss mitigation, and special asset management.
• Lead negotiations with debtors, borrowers and guarantors to structure and implement complex workout solutions.
• Ensure all recovery efforts comply with legal requirements and internal policies.
• Collaborate with counsel with major account litigation, bankruptcies and state law insolvency proceedings.
• Conduct comprehensive analysis and review of financial statements and other business financial records.
• Monitor and track the performance of troubled accounts, analyze trends, and prepare reports for senior management.
• Partner with in house counsel, major accounts, risk, underwriting, operations, and senior management to monitor risk.
• Implement escalation protocols for all key risks and controls.
• Coach, mentor, and train staff in recovery risk mitigation protocols and processes.

VP, Special Assets

Director

• Shape and execute strategy for workplace and end-user technologies
• Lead IT Service Desk and end-user computing services
• Ensure operational excellence, security, and alignment with enterprise goals
• Oversee administration, performance, and reliability of enterprise databases
• Lead IAM strategy and operations including Okta and Active Directory
• Oversee configuration and administration of Jira and Confluence
• Establish governance for enterprise tool usage
• Define roadmaps for modernization and establish KPIs

Director, Workplace Technology & Services

Account Executive

• Sales Execution: Manage the full sales cycle from prospecting to closing deals, with a focus on outbound calls and building relationships with potential vendors.
• Prospecting: Identify and engage prospective clients to develop a robust pipeline, utilizing search engines and online advertising technologies. This is a role entailing daily outbound calling and heavy prospecting.
• Goal Achievement: Meet and exceed minimum volume goals within the first 90 to 120 days through diligent outreach and networking. Collaboration: Work closely with senior-level Account Executives and underwriting teams to facilitate smooth transactions and client onboarding.
• Vendor Management: Onboard new vendors, ensuring they are comfortable with our systems and services.

Account Executive II, Equipment Finance

Platform Engineer

• Administer and maintain the Atlan Data Catalog, including user onboarding, role/permission configuration, data asset management, and integration with source systems.
• Design, Implement, and continuously evolve Kapitus’s Atlan metamodel (custom asset types, custom properties, relationship models, classification taxonomy, business glossary structure, and propagation/lineage rules).
• Partner with Data Engineering, Analytics, Product, and business data stewards to ingest and curate technical and business metadata, ensuring accuracy, completeness, and alignment with governance standards.
• Implement data quality monitoring frameworks, configure DQ rules, manage workflows, and coordinate with teams to track and resolve data quality issues.
• Build dashboards (e.g. in Tableau, Power BI, or Looker) to report data quality KPI’s, governance effectiveness, and catalog adoption metrics.
• Develop repeatable processes, playbooks, and automation scripts for catalog administration, metadata ingestion, and DQ monitoring.
• Enable AI/ML initiatives by ensuring trustworthy, well-documented, and governed training data, feature stores, and model lineage.
• Support the development of data governance policies, definitions, and stewardship workflows by providing tooling expertise and operational insight.
• Contribute to building the data governance operating model and maturing Kapitus’s overall data management capabilities.

Lead Data Governance Platform Engineer

• Manage the entire Accounts Payable function (coding, processing, reporting) through an electronic bill paying system on a weekly basis
• Record & review all invoices for appropriate documentation and approval prior to payment
• Prepare wire transfers through online banking portals on a weekly basis
• Review and process credit card bills/expense reports
• Daily cash recoding in accounting general ledger
• Reconcile cash accounts to bank statements
• Prepare analysis of cash receipts and disbursements
• Assist with preparation of cash forecasts, based on historical trends
• Prepare of Form 1099s for issuance to vendors (MISC and NEC)
• Assist with “ad-hoc” and special projects, as needed
• Maintain electronic vendor file documentation accurately and thoroughly
• Provide support to other team members for the monthly close

Accounts Payable Specialist

Sales Development Rep

• Experience selling Financial Services to small/large sized businesses
• Assist and manage negotiation, presentation, and business development for your clients
• Responsible for hitting key target metrics including revenue, volume, conversion %’s, monthly quotas
• Develop relationships with customers and generate new business through proactive targeted outbound calling
• Communicate with trusted partners daily, while keeping Kapitus’ brand image top of mind
• Consistently follow up on leads and maintain active pipeline daily
• Research, analyze and provide background information on potential clients
• Work in a team atmosphere by communicating with sales department and merchants in both written and verbal form
• Track and manage upwards of 50 prospects at different stages of the sales cycle
• Stay current with industry trends to understand market dynamics