Net at Work

Program Manager

• Collaborate with Sales, Customer Experience Manager and Practice Leadership in representing our delivery methodology and engagement model to assigned portfolio of clients.
• Ensure that the vision for clients' strategic initiatives & project scope is clearly defined and understood by the entire delivery team, validating that it aligns with client business strategy.
• Manage all escalations within portfolio and coordinate necessary escalations to Practice Leadership.
• Establish regular communication with client Project Sponsors to communicate status, risks, change, and to provide strategic guidance and stay in tune with potential changes to client business needs.
• Provide excellent service and build ongoing, trusting relationships with clients to drive collective client and team success.
• Identify additional opportunities within your client portfolio, and coordinate with sales and practice leadership on opportunity management.
• Develop Statements of Work for client initiatives including scope definition, budget, and high-level timeline objectives as needed based on support delivery model.
• Collaborate with Practice Account Management team to ensure Account Management functions are performed and incorporated into delivery.
• Assist with aligning client work with appropriate delivery resources.
• Provide guidance, mentorship, and support to your project teams to enable their success throughout the project.
• Collaborate with Development, Quality Assurance and Product Teams as needed for client deliverables.
• Partner with Project Managers in communication with client project sponsors regarding status, identifying and mitigating risks, change, open issues, work requests, etc.
• Be a great teammate, provide mentorship and leadership as opportunities arise, chip in where needed to provide clients with a great experience.
• Set aside time for self-development by attending training or self-learning on key subjects.
• Actively represent our culture by leading and participating in efforts around continuous improvement, learning, professional development, and team building.

Client Program Manager

Account Executive

• Actively prospect for Managed and Professional Services opportunities to generate a steady pipeline of qualified leads
• Schedule and conduct meetings with potential clients to assess their needs and uncover additional opportunities
• Deliver impactful presentations and whiteboard demonstrations that align our services with client goals
• Leverage consultative selling techniques to identify client needs, propose solutions, and negotiate terms to close Managed Services contracts
• Nurture new accounts, providing cross-selling and up-selling opportunities within the existing client base
• Set and manage client expectations to ensure satisfaction throughout the engagement lifecycle
• Meet or exceed monthly revenue targets and maintain a minimum pipeline of qualified opportunities
• Drive sales within our existing customer base of over 5,000 clients

Account Executive, Managed Services

Implementation Specialist

• Manage Sage Intacct implementations, leading project teams in defining, planning, and implementing the Sage Intacct solution
• Assess and develop innovative solutions to solve complex business workflows in their Intacct Instance
• Work with customers to understand key objectives / challenges / requirements and map their processes to Sage Intacct
• Train customers to most effectively achieve the identified requirements
• Specify any custom requirements, such as interfaces, custom functions and custom reports
• Align with the customer to deliver the implementation through to handover to support
• Build relationships with customers and work closely with them to achieve the best solutions to maximize product use, benefits, and functionality

Sage Intacct Implementation Consultant

Manager

• Lead and manage a team of CEMs across all account tiers and business units.
• Conduct weekly 1:1’s with each team member, balancing coaching, accountability, and career development.
• Foster a culture of Client Champion values, emphasizing proactive engagement, value delivery, and trusted relationships.
• Mentor both seasoned and developing CEMs, tailoring support to their career stage and skill level.
• Ensure team adherence to engagement cadences (100% touchpoints quarterly, 100% EBR completion).
• Drive accountability by monitoring KPIs and proactively addressing performance gaps.
• Analyze and report on team performance data to share insights, identify opportunities for improvement, and guide upskilling efforts.
• Partner with the Director, Client Experience to translate strategy into scalable execution.
• Serve as a critical point of escalation for high-risk or complex client situations.
• Own resolution paths by partnering cross-functionally with Support, Sales, Billing, and Practice Leads.
• Ensure risks are flagged, tracked, and actively managed within Dynamics, holding the team accountable for consistent use of systems and tools, with clear action plans for recovery.
• Act as an advocate for the voice of the client, escalating themes and trends to leadership.

Manager, Client Experience

Director

• Own P&L responsibility for the practice as a whole, project engagements, and client agreements.
• Operate with a sense of urgency, accountability, and ownership.
• Direct and manage the overall and day-to-day business execution of client projects to ensure quality work products, solutions, and deliverables.
• Manage relationships with clients, maintaining frequent and direct contact with client staff and senior-level executives.
• Identify and implement techniques to improve engagement productivity, increase efficiency, mitigate risk, resolve issues, and achieve cost savings for our clients.
• Routinely present to executive leadership updates that include practice performance, risk, client health, and initiative progress
• Proactively seek/create opportunities to participate in client interactions to ensure the highest levels of customer satisfaction are achieved
• Ensure project deliverables exceed client expectations
• Develop and maintain positive relationships with key client/partner/stakeholders to ensure effective communication channels exist and client/partner satisfaction is achieved
• Implement communication strategies with clients to effectively promote team accomplishments and review project status/delivery milestones on a regular basis (written status reports, client meetings, conference calls, etc.)
• Ensure a high degree of client satisfaction and retention by leveraging CSAT, NPS, and client QBR meetings.
• Develop an in-depth understanding of client business needs and position yourself as a key decision-making partner
• Oversee projects to meet or exceed parameters of project scope, timeline, and gross profit
• Exceeding metrics including CSAT, response, escalation, and resolution times.
• Act as an escalation point for clients and team members
• Establish and maintain relationships with third-party vendors
• Report project status and other relevant business metrics to senior management on a regular basis and/or as required (utilizing written updates, conference calls, etc.)
• Oversee achievement of several scorecards and key performance indicators directly or through collaboration with other roles in services, sales, and marketing.
• Effectively build, develop, and manage a team of in-house and 3rd party consultants at client site(s).

Director of Technical Services

• Lead the full software development lifecycle (SDLC) for CRM, Helpdesk, Customer Portal and enterprise application projects, ensuring on-time, quality delivery
• Architect and customize business applications to align with organizational goals, leveraging C#, Javascript, and SQL
• Oversee system integrations, including APIs, middleware, and data flows, to ensure seamless cross-platform connectivity
• Manage and mentor development teams, fostering an Agile culture and ensuring delivery of secure, scalable, and efficient solutions
• Partner with business stakeholders to capture requirements, prioritize initiatives, and align technology with strategic objectives
• Direct cloud and on-premises migrations, with a focus on performance, security, and compliance
• Implement advanced reporting and analytics solutions with Power BI or Tableau to provide actionable business insights
• Drive innovation through AI and automation initiatives to enhance decision-making and optimize workflows
• Monitor KPIs, budgets, and project progress, providing transparent updates and recommendations to executive leadership
• Manage large-scale CRM and custom development initiatives (Creatio strongly preferred)

Director of Application Implementations

• Own and manage the full sales cycle, from lead generation to contract close, for Sage Intacct ERP solutions
• Identify, target, and engage organizations across multiple industries with emphasis on Construction, Senior Living, Healthcare, Financial Services, Education, and Nonprofit
• Conduct discovery sessions to understand customer pain points, operational requirements, and financial objectives
• Collaborate with Solution Engineers to deliver tailored, high-impact product demonstrations
• Develop compelling proposals, ROI analyses, and pricing strategies to support the customer decision process
• Accurately manage and forecast pipeline opportunities in CRM (e.g., Salesforce)
• Build and maintain strong relationships with C-level executives, finance teams, and other key stakeholders
• Partner with marketing and BDR teams to drive outbound campaigns and generate qualified pipeline
• Stay current on Sage Intacct product updates, competitive offerings, and industry trends
• Meet or exceed quarterly and annual sales targets

Technical Account Manager

• Own the client relationship and identify new opportunities for products and services
• Responsible for retention, contract renewal, and revenue expansion (60% client satisfaction/retention, 40% revenue expansion)
• Act as the client advocate and ensure positive digital employee experience
• Execute client experience and sales strategies on a day-to-day basis
• Cultivate and strengthen relationships to become a trusted advisor
• Provide support for immediate client needs, order and quote administration, and follow-up for client fulfillment
• Interact with the Engineering team for appropriate support
• Facilitate appointments and quarterly business reviews to review products/services and identify opportunities
• Ensure customer health by managing client accounts receivable, tracking revenue risk, and acting as the primary escalation point
• Participate in planning, driving attendance, and executing marketing activities including Webinars, Seminars, and other Client events
• Manage the sales cycle for product and service opportunities within the existing client base and maintain a solid continuous pipeline
• Achieve inside sales quotas and goals; deliver and regularly report on client health status and revenue forecasts
• Maintain all client documentation and CRM information
• Create SOWs and design technical solutions for professional service and recurring sales that are under $20k or are standardized

Technical Account Manager, Managed Services

Learning and Development

• Collaborate with the People and Learning team and business managers to identify and address the company’s talent development needs
• Evaluate, design, and implement core curricula ranging from basic technology skills to soft skills
• Partner with the Chief Learning Officer to design, pilot, and implement learning and development programs
• Leverage hands-on technical expertise to develop functionality within corporate systems
• Conduct needs assessments and instructional analyses to align training objectives
• Collaborate with HR colleagues, business unit leaders, and external providers to deliver impactful learning solutions across departments
• Develop curriculum, training plans, quality assurance processes and training collateral
• Author and organize procedural manuals and supporting documentation for training programs
• Prepare project plans for training initiatives, including scripting, thematic, storyboarding and timelines
• Assist in delivering learning initiatives across a continuous cycle of needs analysis, design, project management, logistics, delivery and evaluation
• Deliver and coordinate classroom, blended, and remote training programs
• Support training for First Year Associates which takes place in-office two days a week
• Conduct performance-based assessments to evaluate instructional program effectiveness
• Stay current with advancements in instructional methodologies, technology enhancements, and adult learning principles

Corporate Trainer, Systems and Training

Consultant

• Plan, design, develop, and launch efficient information and operations systems in support of core organizational functions.
• Conduct analysis of client business processes and functional requirements and prepare documentation to communicate and validate information.
• Analyze data, evaluate existing application products, and recommend efficient, cost-effective solutions that support client business processes and functional requirements.
• Document functional requirements, workflow, and system specifications and identify integration points.
• Deliver projects in a defined area; ensure projects are completed at or ahead of schedule, managed to budget, and meet/exceed client expectations.
• Work with clients throughout system testing and product acceptance phases to ensure quality and customer satisfaction.
• Support sales team with estimate and proposal generation, performing demos, and responding to customer Pre-sales requests.
• Manage and support relationships and install products for existing clients, including upgrades, reports, and problem resolution.
• Promote value billing and efficiency in service delivery.
• Develop subject matter expertise on Sage X3 and serve as an escalation point for implementation issues.
• Apply technical and business knowledge to analyze client requirements, perform gap analysis, and recommend solutions including customization, third-party products, or process changes.
• Complete required training regarding product versions, updates, and changes.
• Develop technical and industry-specific knowledge and keep up to date with industry trends and technology solutions.
• Share knowledge with peers and clients, raise critical issues, suggest process improvements, and maintain positive client/partner relationships.

Functional Consultant, Sage X3

Customer Success Manager

• Oversee the management and expansion of MSP channel program including driving relationships with key partners and identifying new channel opportunities
• Expand and optimize current partner relationships to increase revenue opportunities and market reach
• Identify opportunities to expand existing partnerships into new markets or solution areas
• Build strategic growth plans and joint go-to market strategies with top MSP partners focused on revenue acceleration, customer retention, and cross/upsell opportunities
• Track and report on KPIs including pipeline contribution, partner certifications, and revenue attainment
• Educate partners on solutions, competitive positioning, and differentiation
• Collaborate with sales leadership to align channel opportunities with direct sales strategies
• Establish tiered partner programs with defined benefits, requirements, and performance metrics
• Identify, recruit, and onboard new MSP partners aligned to company growth strategies
• Drive partner enablement by delivering training, sales playbooks, and marketing resources
• Collaborate with internal teams to ensure seamless technical and operational onboarding of new partners
• Launch and manage a comprehensive partner portal, including resources, training modules, certification programs, and deal registration
• Drive the creation and management of a partner community to foster collaboration, knowledge-sharing, and engagement
• Act as the primary relationship owner for assigned MSP partners; conduct regular business reviews, identify opportunities, mitigate risks, resolve escalations, and ensure partner satisfaction
• Proactively identify potential MSP acquisition targets for the M&A team and support due diligence and post-acquisition integration planning
• Own KPIs for the MSP program and provide regular reporting to executive leadership on partner ecosystem health and performance
• Collaborate with marketing to execute joint campaigns, webinars, and events and support partners with marketing assets and messaging to drive demand

Partner Success Manager

Software Engineer

• Responsible to maintain and enhance the ChangePoint system and assure architecture and development follow best practices.
• Ensure solutions are reliable, scalable, flexible and low maintenance; implement end-to-end solutions.
• Maintain ChangePoint system issues and updates; work on changes to data within ChangePoint back-end.
• Produce written deliverables for technical design, system testing and implementation activities.
• Investigate system defects, resolve defects and document results.
• Provide overall management and ownership of the ChangePoint system and remain current with technology and leading practices.
• Work with SDLC methodology (Agile and Waterfall) and collaborate with team members and end-users.
• Report to Director of System Operations; off-hours and weekend support may be required.

ChangePoint Administrator / Senior Developer

Financial Planning and Analysis

• Analyze financial data, prepare reports, and present insights to support strategic decision-making.
• Develop and maintain financial models for budgeting, forecasting, and variance analysis.
• Track key performance indicators (KPIs) and identify trends, risks, and opportunities.
• Assist in the preparation of monthly, quarterly, and annual financial reports.
• Partner with cross-functional teams to evaluate business initiatives and investments.
• Monitor and analyze industry trends, competitors, and market conditions.
• Support the annual budgeting and quarterly reforecasting processes.
• Ensure accuracy and compliance with company policies, accounting standards, and regulatory requirements.

Finance Analyst

• Lead the company's strategic finance initiatives and develop financial approaches aligning with corporate objectives
• Serve as key partner in short and long-term financial strategy and planning
• Lead all corporate and associated finance functions across the enterprise
• Partner with Board, CEO, private equity sponsor, and C-Suite as a trusted advisor
• Establish, implement, and maintain financial strategy, plans and policies, fiscal controls, and financial reporting
• Monitor, analyze, and forecast financial status; develop financial reporting packages for management and ownership
• Implement processes to drive critical analysis and data-driven decision-making
• Engage in M&A activity and integration; support M&A including modeling and ROI analysis
• Play a critical role in capital allocation decisions and investment review
• Conduct detailed reviews and challenges of financial strategy of business units
• Communicate with Board, CEO, LMP, and Executive Leadership Team
• Build and manage financial operations (close process, collections, payroll, A/P, A/R)
• Ensure compliance with reporting requirements and coordinate tax reports and planning
• Deliver financial results accurately and in a timely manner with proper controls in place

Chief Financial Officer

Marketing

Founded in 1996, Net at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses.
Lead marketing efforts to understand multiple business unit solutions, customer base, segmentation, addressable market, target industries, product, and service offerings.
Define both product and vertically oriented go-to market strategies spanning cross-practice, cross-market initiatives to differentiate Net at Work and its solutions.
Create campaign visions and integrate marketing plans with business unit stakeholders.
Engage and collaborate with in-house creative and marketing execution team and leverage agile principles to create and execute marketing campaigns.
Oversee development of channel activation plans, buyer personas, client target strategy and customer journey maps by persona to broaden awareness, deepen engagement, and drive leads/pipeline.
Directly engage with practice leaders, client experience leaders, executive team members, partner managers, and other stakeholders on campaign planning and execution.
Incorporate corporate messaging, value propositions and content to develop cross company, client focused marketing assets and co-branded content.
Determine market segmentation and trends, buyer profiles and personas, and purchase triggers to create compelling stories for campaign execution.
Lead market analysis (competitive, trends and white space opportunities) and make recommendations to business stakeholders.
Recommend content strategy deployment including derivative content and channels.
Be accountable for helping achieve quality lead goals and achieve KPIs through end-to-end marketing activities.
Segment and validate target markets and define ideal customer profile to position cross-country and partner solutions.
Drive brand awareness, client marketing, and cross portfolio solutions with both installed clients and external markets.
Develop and execute go-to market strategy, including content creation and tactical campaigns alongside demand generation and practice resources to impact MQL generation goals.
Work with events team to identify key conferences and events for sponsorship/participation; plan client round tables, webinars, proprietary networking events.
Conceptualize and develop solution messaging and materials to position technology and implementation solutions.
Deliver sales training and resources with sales enablement to increase mindshare and product adoption in support of revenue targets for the global sales organization.
Establish, track, and measure appropriate KPIs to understand impact of programs on sales cycles and pipelines.
Collaborate with marketing, sales enablement, direct sales, ISV marketing relations, professional services, communications, IT, and other stakeholders to align resources.

Marketing Manager, Brand and Client

Inside Sales

• Lead a team of Inside Sales Executives to grow revenue within existing client base and convert organizations using products into active service clients
• Hire, onboard, and mentor Inside Sales Executives to achieve high levels of performance and engagement; provide ongoing coaching, feedback, and development; conduct 1:1s, team meetings, and performance reviews
• Develop and execute sales strategies for upsell, cross-sell, and product-based client conversion
• Align team activity to overall company revenue goals and client experience initiatives
• Collaborate with Marketing, Customer Success, and Product teams to support campaign and conversion efforts
• Monitor team KPIs and sales metrics to ensure quota attainment across the team; use CRM and reporting tools to manage forecast accuracy, pipeline coverage, and activity metrics; implement improvement plans when performance gaps are identified
• Guide team efforts to research and engage organizations using products we represent but not our services; track conversion efforts and measure success rates and pipeline contribution from these accounts
• Ensure sales processes are consistently followed and refined for efficiency and effectiveness; drive best practices in CRM usage, forecasting, and reporting; maintain high standards for data quality and opportunity management
• Cross-Functional Collaboration: Partner with leadership in Customer Success, Marketing, and Professional Services to ensure a seamless customer journey; participate in strategic planning and quarterly business reviews (QBRs) for top accounts
• Tools & Systems Used: CRM (e.g., Dynamics CRM); Sales Enablement Platforms (e.g., Seismic); Forecasting Tools & Dashboards; Communication & Demo Tools (e.g., Teams); AI Tools (e.g., Microsoft Co-Pilot)