Kapitus

Product Manager

• Craft a vision and strategy based on input from customers, stakeholders, and development team.
• Develop feedback loops with stakeholders and customers to validate ideas and drive decisions.
• Work daily with development and analytics teams to clarify vision, requirements, and priorities.
• Collaborate with sales and 3rd party partners to position products in the marketplace.
• Continuously adapt the plan by adjusting scope and priorities to deliver valuable solutions.
• Balance value of deliverables with associated cost and risk.
• Own the product backlog, balancing directions from multiple stakeholders.
• Define user stories ready for the development team.
• Analyze competitor landscapes and market trends for product innovation opportunities.

Product Owner – Partner Portal

Account Manager

• Serve as the primary point of contact for a dedicated portfolio of strategic and referral partners.
• Own the full partner lifecycle: onboarding, activation, ramp-up, and ongoing retention.
• Establish consistent engagement routines and proactive touchpoints to drive partner loyalty and production.
• Resolve partner issues quickly and decisively, positioning the company as the preferred, easiest-to-work-with lending partner.
• Maintain a pulse on each account’s health, flagging at-risk relationships early and intervening with targeted support.
• Continuously audit and improve the workflows, tools, and communication cadences that govern the partner channel.
• Identify friction points in the referral submission and funding pipeline and work cross-functionally to eliminate them.
• Design and refine scalable partner enablement programs: training materials, product guides, co-marketing resources, and incentive structures.
• Leverage CRM data (Salesforce) to surface insights on partner behavior and program performance, translating findings into operational improvements.
• Oversee the day-to-day operations of our referral and affiliate programs, ensuring partners understand the mechanics, expectations, and incentives.
• Monitor referral pipeline health — lead quality, submission consistency, conversion rates — and work with partners to close gaps.
• Collaborate with marketing and product teams to evolve program structure as market dynamics shift.
• Ensure program compliance with company policies and industry standards.
• Track and report on key partner KPIs: referral volume, activation rates, funding conversion, and portfolio growth.
• Deliver regular performance updates to the Director of Strategic Partnerships with data-driven recommendations.
• Maintain accurate, up-to-date records of all partner activity in Salesforce.

Strategic Partnership Manager

Operations

• Own end-to-end operations for all databases hosted in AWS RDS
• Architect and maintain high-availability and disaster recovery configurations
• Drive cost optimization strategies across cloud database infrastructure
• Define and enforce database operational standards and best practices
• Plan and execute all database maintenance activities
• Ensure databases comply with internal security policies and audit requirements
• Partner closely with engineering and application teams to support database design
• Lead proactive performance tuning initiatives
• Participate in and manage on-call rotation for incidents
• Lead and mentor database engineers/DBAs

Manager, Database Operations

Digital Marketing

• Manage PPC campaigns across all search engines, and Retargeting and Video campaigns across all ad networks
• Build online acquisition paths in collaboration with design and front end development team
• Create, manage, and optimize SEM campaigns to maximize return on ad spend (ROAS)
• Continually identify ad run experiments to improve spend performance
• Stay abreast of latest search marketing changes and best practices
• Directly manage SEM keywords, segments, ads, landing pages
• Collaborate with content team and lead SEO strategy and execution for all digital properties
• Manage external agencies as needed
• Track and report all relevant SEM and SEO metrics to management and cross functional teams
• Optimize and manage bids and run multi-variate testing for acquisition paths
• Report and forecast spend and acquisition activity
• Monitor tracking, tags, and conversion goals, flagging implementation issues
• Work with sales, IT and marketing team members to execute search marketing initiatives
• Stay abreast of competitive changes and bring new ideas to the team
• Help with other marketing department functions as needed

Digital Marketing Manager

• Experience selling Financial Services to small-large sized businesses
• Assist and manage negotiation, presentation, and business development for your clients
• Work in conjunction with a team of SDR2’s to help manage their sales pipeline
• Responsible for hitting key target metrics including call and text volume, submissions and approvals and conversion %’s
• Develop relationships with customers and generate new business through proactive targeted outbound calling
• Consistently follow up on leads and accounts and maintain the team’s 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

Account Manager I – Direct Sales

Sales

• Create and design training curricula within time and budget constraints that teaches our brand, industry, products, technology, and process best practices
• Produce physical and digital educational materials (e.g., videos and case studies) to include call scripting, merchant qualification, contracts, lender/competitor training, policy, and procedures
• Keep current with and maintain best practices for training across the entire sales division
• Conduct skills gap analysis and identify areas of improvement
• Participate in call listening to provide coaching & feedback
• Conduct cross-departmental training with 360° views of Kapitus and how each division works together
• Collect feedback from trainees and managers about training courses
• Develop individual coaching plans for salespeople with review sessions to discuss strengths and weaknesses
• Conduct audits on sales adherence to legal and compliance requirements
• Ensure sales reps are well versed on the risks that occur when compliance standards are not followed
• Provide sales support by identifying issues that are due to user errors and work with sales reps to rectify misconceptions
• Work closely with product to identify upcoming releases and prepare sales teams for upcoming features
• Willingness to jump on the phones to experience what the sales team is experiencing and assist with any reps having difficulty handling a customer

Sales Trainer

Financial Planning and Analysis

• Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management
• Define and communicate the vision, mandate, and operating model for FP&A in a “public ready” environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders
• Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs
• Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team
• Inspire and create a motivating environment through coaching, mentoring, and enablement
• Provide opportunities to participate in both formal and informal developmental activities
• Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results
• Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks
• Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations)
• Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms
• Build and refine forecasting methodologies (e.g., driver-based, cohort, portfolio/credit, and revenue models) appropriate for a high-growth financial services company
• Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives
• Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives
• Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies)
• Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan.

Director, FP&A

Manager

• Own and run the end-to-end Incident Management process
• Lead and coordinate all P1/P2 Major Incidents, from detection to resolution
• Facilitate rapid troubleshooting with Infra, DevOps, Security, Networking, and Application teams
• Serve as the primary communication lead during incidents
• Ensure root cause analysis (RCA) is conducted for all major incidents
• Identify incident trends and drive long-term prevention activities
• Own the Change Management process
• Review, assess, and approve changes (standard, normal, emergency)
• Chair the Change Advisory Board meetings
• Maintain change calendar and enforce compliance with organizational standards
• Coordinate and manage software releases, infrastructure rollouts, patch cycles, and deployments
• Oversee the accuracy and integrity of the Configuration Management Database (CMDB)
• Continuously improve ITSM processes using ITIL best practices
• Establish KPIs and dashboards for incidents, changes, and releases

Service Manager

• Own and prioritize the product backlog for assigned platforms or initiatives
• Translate complex business and regulatory requirements into clear, structured user stories and acceptance criteria
• Partner closely with Engineering to ensure solutions are technically sound, scalable, and aligned with architectural standards
• Drive sprint planning, backlog refinement, release coordination, and delivery predictability
• Reduce ambiguity and proactively resolve requirement gaps before development
• Ensure product enhancements improve revenue performance, underwriting efficiency, sales conversion, or operational throughput
• Define initiative-level success metrics and monitor post-release performance
• Identify workflow bottlenecks and recommend scalable system improvements
• Support data-driven prioritization decisions grounded in ROI and risk considerations
• Serve as the connective tissue between business stakeholders and technical teams
• Facilitate alignment across Sales, Operations, Risk, Compliance, Finance, and Engineering
• Confidently engage in executive or cross-departmental forums when needed
• Manage stakeholder expectations with transparency and discipline
• Incorporate compliance, risk, and audit considerations into product design
• Ensure solutions meet regulatory and internal control standards
• Partner with Legal and Risk teams to mitigate exposure while maintaining speed
• Contribute to continuous improvement of product processes, documentation standards, and delivery practices
• Promote strong requirement quality and structured decision-making
• Support scalable product operations as the organization grows.

Product Owner

DevOps Engineer

• Perform day-to-day Salesforce administration, including user setup, profiles, permissions, roles, workflows, validation rules, automation (Flows), and other configurations to streamline operations
• Execute Salesforce deployments using Gearset and Salesforce Change Sets to maintain consistent, compliant release cycles
• Evaluate, implement, and maintain Gearset deployments and third-party integrations
• Manage data imports, migrations, and bulk updates, ensuring high levels of data accuracy and integrity
• Conduct recurring data audits and cleanup activities to ensure ongoing database health
• Establish and enforce data entry standards, deduplication processes, and governance practices
• Create and manage custom objects, fields, page layouts, and configurations to support new business functionality
• Collaborate with cross-functional teams to troubleshoot issues, implement enhancements, and ensure system stability
• Maintain Salesforce platform updates, security standards, release features, and industry best practices.
• Maintain accurate system documentation and create training materials for end users
• Cloud architecture experience in AWS environment and container-based deployments using AWS CodePipeline and CloudFormation.
• Experience with various AWS services like ECS, S3, Lambda, and Route53

DevSecOps Engineer II

• Build & Deploy - AWS CloudFormation and OpenTofu for template creation & maintenance
• Leverage GitHub Actions as well as AWS CodePipeline CI/CD automation Leverage AWS Cost Optimizations & AWS Well-Architected Best Practice recommendations
• HA & DR implementations, including improvements to RTO/RPO
• Help maintain AWS Operations with governance mechanisms
• Help to maintain and own the Infrastructure and Operational Excellence for the company
• Document and develop processes to support systems across the organization
• Monitor the implementation of various critical infrastructure and middleware components
• Build & Maintain and release highly available, reliable, stable products across several platforms
• Create alarms and maintain transparent monitoring of all relevant systems for tracking operational excellence, cost, and performance
• Should be able to understand complex architectures and be comfortable working with multiple teams
• Should be highly proactive with a keen focus on improving the uptime availability of our mission-critical services

DevSecOps Engineer III

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