Optro

Manager

• Drive the post-acquisition lifecycle
• Partner with functional leads to clear roadblocks
• Manage dependencies and ensure deal value realization
• Own master integration plan across 1–3 concurrent deals
• Lead weekly steering committee meetings and functional syncs
• Execute seamless Day 1 experience for acquired employees
• Produce executive-level weekly status reports
• Build documented, reusable integration playbook
• Partner with Product and Engineering to track roadmap convergence
• Identify cultural friction and influence stakeholders

Senior M&A Integration Manager – Contract

Customer Support

• Resolve client issues: Respond to client’s product functionality questions and provide technical troubleshooting through email, live chat, and scheduled live video sessions.
• Be a product expert: Learn our platform inside and out to provide clear, effective guidance on product features and functionality.
• Collaborate across teams: Work closely with our engineering and product teams to escalate issues and provide valuable client feedback, driving product improvement.
• Work with cutting-edge tools: Utilize our advanced AI tools and internal knowledge bases to quickly draft responses, summarize tickets, and identify key client issues. You'll be at the forefront of leveraging technology to provide faster, more accurate support.
• Advocate for the client: Identify trends in client feedback and proactively recommend changes that can improve their overall user experience.

Client Support Specialist, Japanese Bilingual

Learning and Development

• Drive the Global Strategic Workforce Plan, utilizing predictive analytics to forecast talent needs and bridge critical capability gaps on a 24-month horizon.
• Architect and govern the global organizational design framework, partnering with PBPs to ensure department structures are scalable, agile, and aligned with long-term business strategy.
• Own the Global Leadership Excellence framework, institutionalizing a continuous development pipeline from Emerging Leaders to Executives that reinforces a high-performance culture.
• Enable a "Coaching Culture" by equipping leaders with the frameworks to facilitate high-stakes performance and talent discussions.
• Reposition L&D as a strategic profit-center by sunsetting "General Interest" content in favor of high-impact re-skilling initiatives that directly solve functional business bottlenecks.
• Drive enterprise-wide AI fluency by designing and deploying a comprehensive AI-readiness framework, ensuring the workforce possesses the technical and cognitive skills to accelerate AI adoption across all business functions.
• Create "Learning Paths" that map the competencies required for high-performers to transition into high-priority global functions.
• Partner with the Performance and Talent Manager to turn the "HiPo Bench" into a ready-to-deploy pipeline through structured, high-readiness development programs.
• Own the Learning Technology roadmap, driving the global scaling of learning technologies that support self-paced development.
• Partner with the Performance and Talent Manager to ensure new skills are assessed in SMART goals and utilized on the job.

Senior Org Effectiveness and Talent Development Manager

Engineering Manager

• Mentor, inspire, and grow a diverse team of engineers, fostering a culture of craftsmanship, curiosity, and continuous learning in applied AI.
• Manage the team through hiring, retaining, mentoring, and continuously building individual and team capabilities in modern AI engineering best practices.
• Act as an embedded engineering partner to the product organization, championing AI-first approaches to feature delivery and accelerating squads' ability to leverage AI infrastructure.
• Lead the technical direction and execution for AI initiatives, including agent workflow development, MCP tooling, and the internal AI chat assistant.
• Develop and nurture strong relationships with Product, QA, Delivery, Design, Customer Support, GTM, and other partners to deliver best-in-class AI-powered experiences.
• Own end-to-end build and delivery of AI solutions, features, and services within Optro's platform, collaborating closely with the AI Platform team for core infrastructure.
• Continuously improve all aspects of the product lifecycle, technical systems, engineering processes, and team practices, to deliver outstanding results for customers.
• Collaborate closely with Product Management to define goals, objectives, and the roadmap for AI Applications initiatives, ensuring alignment with business priorities.
• Champion agile best practices, ensuring clarity, transparency, and efficient delivery across your team and the broader organization.

Engineering Manager, AI Applications

Business Intelligence Developer

• Material Creation: Design and produce comprehensive training and enablement materials, including technical documentation, video walkthroughs, and step-by-step 'How-To' guides.
• Evergreen Process: Develop and manage a lifecycle process to ensure all training materials remain accurate and up-to-date as the migration evolves and new features are released.
• Curriculum Leadership: Lead structured training sessions for different cohorts, ranging from executive stakeholders to power users and data analysts.
• Technical Coaching: Act as a subject matter expert to teach internal resources about data and BI best practices. This includes practical instruction on data modeling, relationship logic (how data joins work), and efficient query structures.
• Product Analyst Lens: Evaluate user needs to determine how the new BI platform can best solve specific business problems, providing proactive recommendations on data structure and visualization.
• Office Hours: Lead regular 'Office Hours' sessions to provide a forum for customers to ask questions, troubleshoot specific reporting challenges, and receive live coaching.
• Informational Sessions: Conduct webinars and informational workshops for customers to showcase the benefits of the modern stack and provide updates on the migration roadmap.
• Feedback Loop: Collect and synthesize user feedback to share with the Data Engineering and Product teams to influence the future state of our analytics tools.

Senior Business Intelligence Analyst, Training & Enablement

• Lead the full migration of reports and analytics from legacy systems to modern tools
• Work with business stakeholders, analysts, and data engineers to understand existing reports and gather requirements
• Design and maintain dashboards, reports, and visualizations that help customers make data-driven decisions
• Use analytics engineering best practices to build and improve data models
• Ensure data is accurate, complete, and reliable
• Identify and fix issues with data quality, BI tools, and performance
• Provide user support and training for BI tools, and create reusable solutions and documentation

Business Intelligence Analyst

Sales

• Drive portfolio business of high velocity new “lands,” as well as the expansion of strategic accounts
• Recruit top talent at scale who possess high intelligence, strong character and coach-ability.
• Lead AEs in achieving individual, team, and organizational quotas
• Drive strategic deals and accounts to six-figure and seven-figure deal victories
• Drive and monitor account planning and execution to deliver maximum revenue potential
• Provide strategic executive leadership for sales forecasting, territory assignments, sales mentorship, and commission planning
• Coach sales teams by helping structure sales opportunities and deals; further assist with selling activities as appropriate; Ensure the sales team is working cohesively with operations, sales engineering, and other internal/external teams
• Build out a predictable business focused on the end-to-end sales process.
• Lead pricing and contract negotiations.
• Listen and comprehend customer pain points and goals and objectives to tailor Optro’s products and services.
• Present a compelling solution of the Optro suite of products to clients using the information found in the discovery phase
• Engage with C-level prospects to position Optro's strategic value proposition and drive the deal to closure
• Leverage a values-based sales process to work with multiple client personas to close new business
• Use a MEDDICC-based sales qualification methodology to manage sales resources and to report sales forecasts
• Stay ahead of industry trends, competitive activity, and client opportunities
• Attend trade shows, industry events, client meetings, and conferences – up to 30% travel
• Engage and build relationships with Optro Partners and Alliances to help drive new pipeline growth and close new business
• Evangelize the organizational need for a strong audit, risk, and control environment to drive new pipeline and win new business.
• Willingness to embrace the core company values of Customer Obsession, Constant Innovation, Personal Improvement, Gritty Resilience and Win-Together

Area Director – Enterprise Sales

Customer Success Manager

• Develop and maintain strong relationships with key customer stakeholders, working to develop strategic plans that align with their business objectives, driving mutual success and growth.
• Stay abreast of product updates and features, providing customers with insights on how to leverage our solutions to meet their unique needs.
• Proactively identify and address customer issues, collaborating with internal teams to ensure swift and effective problem resolution.
• Gather customer feedback and insights, advocating for customer needs within the organization to drive product improvements.
• Conduct 1:many sessions to empower customers to maximize the value of our products/services, offering ongoing education and support (including live webinars, email outreaches, community content, and more…)
• Collaborate with customers to maximize the value they derive from our products/services, ensuring that our solutions continue to meet and exceed their expectations over time. Devote efforts to ensuring high customer satisfaction and loyalty, developing strategies to minimize churn, and fostering long-term relationships with our clients.
• Identify and execute opportunities for account expansion, whether through upselling or cross-selling additional products or services, providing customers with a comprehensive and integrated solution to meet their needs.

Customer Success Manager – Commercial

Accountant

• Perform detailed review of SaaS sales contracts, occasionally working cross-functionally with sales to understand and accurately assess terms/deliverables; apply appropriate accounting treatment in accordance with GAAP
• Determine whether contracts are single- or multi-element. For multi-element contracts, verify Standalone Selling Price (SSP) of these contracts against the appropriate pricebook, and ensure accurate revenue allocation
• Review the system-generated monthly revenue schedule for above contracts and allocations
• Reperform Annual Recurring Revenue (ARR) calculations to ensure accuracy, and validate that they align from the contracts to multiple reporting systems
• Provide consistent, timely updates to the Revenue Manager and Senior Manager regarding deal queue, ongoing tasks, and deadlines.
• Collaborate with Revenue and other accounting team members on ad hoc special projects that support the broader goals of the Accounting department
• Assist in month-end closing activities and analysis as needed
• Able to commit to a 4-5 month contract starting in May/June and ending in October

Revenue Accountant – Temporary

Account Manager

• Lead the implementation and management of employee relations workflows to ensure a consistent, scalable framework that reinforces our high-performance culture across different regions.
• Manage the end-to-end process for investigations and performance cases, providing specialized support to People Business Partners (PBPs) to ensure consistent outcomes.
• Maintain a deep understanding of labor laws in our expanding key operating regions, including UK grievance/disciplinary procedures, EMEA Works Councils, and California-specific regulations.
• Assist with the company’s growth into new markets by applying ER and labor law expertise to localized needs.
• Utilize ER data to identify trends and derive insights, proactively seeing around corners to address potential issues before they escalate.
• Collaborate with the L&D team to deliver training to managers on ER best practices, managing performance concerns, and local compliance requirements.

Global Employee Relations Manager

• Develop Optro’s performance philosophy. Shift from "compliance-based reviews" to "impact-based conversations" (e.g., continuous feedback, and bi-annual formal check-ins).
• Partner with PBPs to lead calibration sessions, ensuring performance ratings are equitable, bias-free, and consistent across different regions and functions.
• Create the "How-To" for leaders—equipping them to have difficult performance radical-candor conversations and to set high-bar expectations.
• Implement a global talent assessment model (e.g., 9-Box) to identify high-potential employees.
• Build and maintain the "bench" for critical roles, ensuring we have a clear internal pipeline.
• Design "High-Potential Programs" to retain and grow our top 5–10% of talent.
• Collaborate with the Comp/Total Rewards team to ensure performance ratings directly and transparently influence merit increases, bonuses, and equity grants.
• Define the criteria for "Readiness" vs. "Performance" to ensure promotions are based on future capability, not just past tenure.
• Partner with PBPs to define what "Good," "Great," and "Exceptional" look like for every job family.
• Build visual career paths so every employee at every level knows exactly what skills they need to reach the next "rung" of the ladder.

Performance and Talent Manager

Account Executive

• As an Enterprise Account Executive, you will be responsible for selling Optro products to both large publicly traded and private organizations.
• Execute full-cycle sales, including territory planning, pipeline generation, and progressing sales opportunities to close – we are in search of dynamic and ambitious sales achievers who can build a viable pipeline.
• Expanding business opportunities in existing + new customer accounts within your assigned territory – this role will have a split of cross-sell/up-sell and net new business acquisition.
• Strategize multi-pillar platform sales across multiple business units and economic buyers.
• Collaborate with CCOs, CAOs, CFOs, CIOs, CTOs, EVPs, and SVPs to develop tailored solutions that meet their specific needs.
• Identify prospective customers' pain points, educate them on Optro’s value, highlight our differentiators, effectively demo the product via video conference / onsite and guide prospects through the sales process with 25%-30% travel. including client and partner meetings as well as events and conferences.
• Co-create a solution and business case to enable stakeholders across the business to advocate for and adopt Optro into their organization.
• Work closely with SDRs/BDRs, Product Solutions, and Value Architects to achieve sales goals and partner with Implementation and Customer Success teams to support and set customer expectations.
• Develop the partner ecosystem (Big 4 and boutique firms) to aid in business development efforts.

Enterprise Account Executive – West

• Drive portfolio business of high velocity new “lands,” as well as the expansion of strategic accounts
• Recruit top talent at scale who possess high intelligence, strong character and coach-ability.
• Lead AEs in achieving individual, team, and organizational quotas
• Drive strategic deals and accounts to six-figure and seven-figure deal victories
• Drive and monitor account planning and execution to deliver maximum revenue potential
• Provide strategic executive leadership for sales forecasting, territory assignments, sales mentorship, and commission planning
• Coach sales teams by helping structure sales opportunities and deals; further assist with selling activities as appropriate; Ensure the sales team is working cohesively with operations, sales engineering, and other internal/external teams
• Build out a predictable business focused on the end-to-end sales process.
• Lead pricing and contract negotiations.
• Listen and comprehend customer pain points and goals and objectives to tailor AuditBoard’s products and services.
• Present a compelling solution of the AuditBoard suite of products to clients using the information found in the discovery phase
• Engage with C-level prospects to position AuditBoard's strategic value proposition and drive the deal to closure
• Leverage a values-based sales process to work with multiple client personas to close new business
• Use a MEDDICC-based sales qualification methodology to manage sales resources and to report sales forecasts
• Stay ahead of industry trends, competitive activity, and client opportunities
• Attend trade shows, industry events, client meetings, and conferences – up to 30% travel
• Engage and build relationships with AuditBoard Partners and Alliances to help drive new pipeline growth and close new business
• Evangelize the organizational need for a strong audit, risk, and control environment to drive new pipeline and win new business.
• Willingness to embrace the core company values of Customer Obsession, Constant Innovation, Personal Improvement, Gritty Resilience and Win-Together

Area Director, Enterprise Sales – West

• Take ownership of an Enterprise territory of both large publicly listed and privately held accounts, driving growth with both new logo acquisition and existing logo expansion
• Operate from the London office in a hybrid model, focused on the territory of France
• Report directly to our Area Director EMEA as an individual contributor.
• Become a trusted advisor to prospect accounts and existing customers, showcasing your industry expertise and high EQ
• Link AuditBoard's leading technology to robust business cases that secure CFO approval and Executive Sponsorship
• Collaborate with Sales Engineering, Demand Generation, and Business Value Consulting, throughout your sales cycles
• Create opportunities using innovative ideas and new techniques, tools, joint field marketing initiatives, trade shows, and partners
• Collaborate with our Big 4 Alliance partners to build strong, mutually beneficial relationships that focus on customer-centric outcomes
• Win deals through meticulous planning and preparation, adopting a consultative approach to solving real business problems, alongside flawless execution of legal and IT security negotiations/onboarding

Enterprise Account Executive – France

• Build and maintain Optro’s ecosystem partnership strategy from the ground up
• Map the GRC, ERP, financial reporting, and adjacent enterprise software landscape to identify the highest-value partnership targets
• Develop the business case for each priority partnership: the commercial rationale, the integration opportunity, the GTM model, and the long-term strategic value
• Lead commercial negotiations and executing partnership agreements; co-sell arrangements, technology integration agreements, joint GTM commitments
• Maintain a living partner landscape map that informs the LRP, the M&A thesis, and the CEO’s strategic narrative
• Design and run co-sell programs with partner sales teams, including joint pipeline development, deal registration, and field enablement
• Coordinate with Optro’s Marketing and Sales teams on joint campaigns, integration go-to-market, and partner-sourced demand generation
• Build the internal case for each partner’s channel value; partner-sourced pipeline should show up in the GTM numbers and be attributable
• Work with Product and Engineering on integration prioritization, ensuring the technical integration roadmap aligns with the commercial partnership strategy
• Own executive relationships at partner companies at the VP+ level, not just with their partner programs or technical teams
• Maintain a regular cadence of strategic dialogue with each priority partner: joint roadmap alignment, product vision sharing, market positioning conversations
• Monitor each partnership for signals of deepening strategic interest; acquisition intent, category expansion, competitive positioning shifts and route those signals to the CEO, Corp Dev, and CGO.
• Serve as the connective tissue between Optro’s partnership activity and the company’s M&A strategy: the relationships you build are the pipeline from which strategic transactions emerge