PerformYard

Product Designer

• Collaborate and help drive the user experience for the PerformYard SaaS products.
• Collaborate directly with product managers to translate our product roadmap and product requirements into simple and clean user experiences and designs.
• Collaborate with engineers in agile scrum teams to drive design concepts forward through implementation, including developing wireframes and UI Prototypes when necessary and annotated design specs using Figma, including CSS specifications.
• Enhance and help maintain the PerformYard UI design system.

Product UI/UX Designer

QA Engineer

• Execute manual test cases for new features, bug fixes, and regression testing
• Review product requirements and acceptance criteria to identify test needs
• Perform exploratory testing to catch edge cases and usability issues
• Report bugs clearly in Jira with detailed reproduction steps and screenshots
• Collaborate with the development and QA team during sprints
• Help maintain and organize test documentation and checklists
• Provide feedback to improve testing workflows and coverage

QA Tester

Product Manager

• Collaborate with other product managers, stakeholders, and customers to help refine and drive our product roadmap and define innovative new features for our SaaS employee performance management products.
• Work closely with our Product Development team, participating in our agile/scrum development process and driving grooming sessions for the product backlog and upcoming sprints and releases.
• Report directly to the Senior Product Manager.

Account Manager

• Develop and close growth opportunities within our existing customer base.
• Build relationships with customers in your territory, identify opportunities for upsell or account expansion, and demonstrate value of additional PerformYard capabilities to drive revenue growth and retention.
• Be a member of our sales team, reporting into our Sr. Director of Sales and directly impact our growing revenue targets and retention goals.
• Generate qualified meetings for yourself and partner with Customer Success and Marketing on warm leads.
• Demonstrate the value of additional PerformYard products on a variety of customer meetings.
• Collaborate with Product, Customer Success, and Sales to learn about and be able to demonstrate product releases, enhancements and updates to customers.
• Effectively manage an active sales pipeline of growth opportunities across your territory.
• Maintain an accurate sales forecast on a weekly/monthly/annual basis and manage your personal sales pipeline.
• Leverage CRM tools and sales automation to constantly make yourself more efficient.

Financial Planning and Analysis

• Own the company’s financial planning and analysis function, including annual budgets, quarterly forecasts, scenario modeling, and long-range strategic plans
• Build and present board-ready financial materials, KPI dashboards, and investor narratives that translate operational performance into strategic insight
• Lead capital allocation decisions, evaluate investment opportunities, and develop the financial frameworks for pricing, packaging, and go-to-market expansion
• Partner with department heads across Sales, Product, Engineering, and Customer Success to drive data-informed resource allocation and operational efficiency
• Develop and maintain frameworks for measuring the financial impact and ROI of AI initiatives, ensuring AI investments are tied to measurable improvements in retention, efficiency, and revenue growth
• Advise on capital allocation, commercial trade-offs, and strategic investments to maximize business impact
• Lead build-vs-buy analysis for new capabilities, providing rigorous financial and strategic frameworks to guide whether PerformYard should develop internally, partner, or acquire
• Identify and evaluate M&A and strategic investment opportunities, conducting due diligence, financial modeling, and integration planning to support inorganic growth
• Identify, negotiate, and close partnership agreements with HRIS, payroll, and complementary HR technology providers to expand PerformYard’s integration footprint and distribution reach
• Define partnership KPIs and build reporting frameworks to measure ROI, partner engagement, and contribution to overall revenue targets
• Represent PerformYard externally with investors, partners, and industry stakeholders
• Lead exit planning and readiness activities, including data room setup and maintenance, investor materials preparation, and due diligence coordination
• Drive enterprise value creation initiatives focused on improving net revenue retention, accelerating ARR growth, and strengthening unit economics
• Develop and track value creation dashboards that connect operational metrics to enterprise valuation drivers, ensuring the leadership team has clear line-of-sight to value inflection points
• Quantify and communicate the enterprise value impact of AI-powered features, including their contribution to retention, ARPU expansion, and competitive differentiation
• Partner with the VP of Finance to ensure financial reporting, controls, and data integrity meet the standards required for institutional investors and potential acquirers
• Financial Performance: Budget accuracy, forecast reliability, capital efficiency, and Rule of 40 progression
• Enterprise Value: Net revenue retention improvement, ARR growth acceleration, and exit readiness milestones
• AI Value Realization: Measurable ROI of AI initiatives across retention, ARPU, and operational efficiency
• Ecosystem Expansion: Number and quality of active partnerships, integration adoption rates, and co-sell win rates

Product UI/UX Designer

QA Tester

Product Manager

Account Manager

Senior Director of Strategic Finance