Primer

Accountant

• Own monthly revenue recognition across state scholarship/agency, tuition, aftercare, and credits revenue streams under ASC 606
• Maintain deferred revenue schedules tied to the general ledger
• Lead monthly consolidations across state entities into a corporate roll-up
• Perform flux analysis, inter-company eliminations, and tie-outs
• Review card and bill coding, vendor reconciliations, and month-end accruals prepared by the broader team
• Lead finance projects including new entity/campus setup, process builds, and ad hoc analysis for the Controller and CFO
• Use Cowork (Claude), NetSuite, Ramp, and Google Sheets to pull data, build tie-outs, and automate close processes
• Report to the Controller and work closely with the CFO

Senior Accountant

Account Executive

• Own and manage the entire sales cycle from prospecting to closing for Mid-market accounts across NAMER
• Build pipeline through outbound prospecting, networking, and strategic partnerships
• Develop tailored sales strategies to engage key decision-makers and demonstrate Primer’s platform value
• Collaborate with Sales Engineering, Product, and Customer Success teams
• Deliver customer feedback to cross-functional teams
• Refine Primer’s Ideal Customer Profile using customer insights
• Contribute to sales-process and playbook development
• Stay informed about industry trends and payment innovations
• Provide consultative selling to identify customer challenges and present solutions
• Forecast sales performance accurately and maintain detailed CRM records
• Work with founders, CEOs, CTOs, CFOs, and VP/Director-level functional leads

Growth Account Executive

Security Engineer

• Run security reviews and threat modelling on product features and systems
• Turn security findings into clear, actionable guidance
• Plan and deliver security projects from design through rollout
• Build tooling and automation to make future reviews faster and cheaper
• Coordinate penetration testing and track remediation through closure
• Support recurring SOC2 and PCI compliance work, including evidence collection and remediation tracking
• Contribute to AppSec roadmap initiatives involving application threats, AI security, supply chain security, and ASPM
• Perform proactive security work, threat research, and hands-on investigations
• Work with Cloud, Infrastructure, and GRC teams on security aspects of projects
• Help shape Primer's product security strategy and architecture
• Partner with engineering teams building payments infrastructure and products

Senior Security Engineer

• Own and manage the entire sales cycle for enterprise-level accounts, from prospecting to closing
• Build a robust pipeline through outbound prospecting, networking, and strategic partnerships
• Develop tailored sales strategies for key decision-makers and demonstrate the value of Primer’s platform
• Lead consultative sales cycles with founders, CEOs, CTOs, CFOs, and VP/Director-level functional leads
• Collaborate with Sales Engineering, Product, and Customer Success
• Share prospect feedback with cross-functional teams
• Refine Primer’s Ideal Customer Profile and act on customer insights
• Contribute to sales-process and playbook development
• Stay informed about industry trends and payment innovations
• Identify customer challenges and present innovative solutions
• Accurately forecast sales performance and maintain detailed CRM records

Senior Account Executive

• Own and manage the entire sales cycle from prospecting to closing, focusing on enterprise-level accounts
• Build a robust pipeline through outbound prospecting, networking, and strategic partnerships
• Develop tailored sales strategies to engage key decision-makers and demonstrate the value of Primer’s platform
• Collaborate with Sales Engineering, Product, and Customer Success to deliver exceptional customer experiences
• Provide prospect feedback to cross-functional teams
• Refine Primer’s Ideal Customer Profile and act on customer insights
• Contribute to projects developing and refining sales processes and playbooks
• Stay informed on industry trends and payment innovations
• Provide consultative selling to identify customer challenges and present innovative solutions
• Accurately forecast sales performance and maintain detailed CRM records

Product Marketing

• Own the Partner marketing engine and drive go-to-market launches from strategy to execution
• Collaborate closely with the broader marketing team
• Work with Partner PMs and Commercial Teams to define target audiences
• Craft clear, compelling messaging and positioning that differentiates Primer's Partner capabilities
• Translate technical products into messaging for partners and merchants
• Synthesise partner and merchant feedback, sales signals, and market research into strategic recommendations
• Monitor and report on product marketing effectiveness
• Use data to optimise strategies and achieve business goals
• Report to the Product Marketing Lead
• Work directly with product leads, marketing leads, and senior stakeholders

Product Marketing Manager

• Support the launch motion for our wider CFO stack offering: Play a central role in coordinating the initial commercial rollout, developing familiarity with the product and helping codify how Global Accounts and Reconciliation are positioned and sold during the early phase.
• Contribute to a repeatable back-book motion: Partner with Product, PMM and CS to help identify eligible merchants and participate in targeted outreach and upsell cycles as part of a broader, cross-functional effort.
• Contribute to a smooth onboarding process: Partner with RevOps & Support on onboarding merchants to Global Accounts, and conducting eligibility pre-checks with downstream providers
• Enable front-book bundles: Support core BDMs by positioning Global Accounts (and Reconciliation where relevant) within broader Primer new business deals to increase revenue and shorten ARR activation cycles.
• Prepare the path to standalone Global Accounts selling: Continuously assess product readiness on the market, value differentiation, and competitive context to determine when Global Accounts can be credibly sold as a standalone solution.
• Translate market learning into action: Capture win/loss insights, objections, pricing feedback, and product gaps; feed structured inputs into Product, PMM, and RevOps.
• Build and own the Global Accounts sales playbook: Develop and iterate a comprehensive Global Accounts sales playbook, informed by live customer interactions and early wins/losses, including Buyer personas and stakeholder mapping within global enterprises.

Account Executive – Finance Suite

Business Intelligence Analyst

• Own Primer's GTM intelligence layer - Maintain and continuously improve the dashboards and data models at the core of how our GTM teams operate and make decisions.
• Keep the AI in our BI sharp - Continuously train and improve our BI tool’s (Omni) AI model.
• Partner with data engineering to optimise performance, and build what's missing - Own and maintain the semantic data layer and transformation logic.
• Surface pipeline and account intelligence - Build models and dashboards that go beyond historical reporting.
• Model Salesforce data correctly - Ensure CRM data is well-structured, correctly modelled, and fully leveraged in reporting.
• Build models that drive revenue decisions - Partner with RevOps to develop data models that calculate potential ROI.
• Own the GTM data foundation - Define and maintain field definitions, naming conventions, and data quality standards.
• Build the AI context layer for GTM - Create and maintain the shared knowledge infrastructure.
• Build GTM AI workflows, with Claude at the core - Work with GTM stakeholders and Primer's AI Strategy & Enablement Lead.
• Own adoption and impact, not just the build - You own the rollout until it sticks.
• Promote self-serve data literacy - Coach GTM stakeholders to explore data autonomously.
• Stay ahead of the AI landscape - Proactively assess new AI tools and new features.

Business Intelligence, GTM AI Associate

Product Specialist

• Support the launch motion for our wider CFO stack offering: Play a central role in coordinating the initial commercial rollout, developing familiarity with the product and helping codify how Global Accounts and Reconciliation are positioned and sold during the early phase.
• Contribute to a repeatable back-book motion: Partner with Product, PMM and CS to help identify eligible merchants and participate in targeted outreach and upsell cycles as part of a broader, cross-functional effort.
• Contribute to a smooth onboarding process: Partner with RevOps & Support on onboarding merchants to Global Accounts, and conducting eligibility pre-checks with downstream providers
• Enable front-book bundles: Support core BDMs by positioning Global Accounts (and Reconciliation where relevant) within broader Primer new business deals to increase revenue and shorten ARR activation cycles.
• Prepare the path to standalone Global Accounts selling: Continuously assess product readiness on the market, value differentiation, and competitive context to determine when Global Accounts can be credibly sold as a standalone solution.
• Define the ICP, partner with RevOps on pricing considerations & deal structuring, and sales motion required to move beyond a “wedge” use case when product maturity allows.
• Evaluate and progress inbound standalone opportunities where appropriate, without prematurely forcing a new-logo motion.
• Translate market learning into action: Capture win/loss insights, objections, pricing feedback, and product gaps; feed structured inputs into Product, PMM, and RevOps.
• Build and own the Global Accounts sales playbook: Develop and iterate a comprehensive Global Accounts sales playbook, informed by live customer interactions and early wins/losses, including:
• Buyer personas and stakeholder mapping within global enterprises.
• Clear articulation of Primer’s unique value proposition and differentiation for Global Accounts.
• Value engineering by connecting customer pain to a value statement that resonates with each buying persona.
• Primary use cases, success narratives, and qualifying criteria.
• Building industry and use-case specific opportunity pipelines from back and front book merchants.
• Sales motion definition (discovery, evaluation, pilot, expansion, procurement).
• Objection handling, competitive positioning, and deal-risk mitigation per persona (Finance/Treasury Personas) and segment (Size, Vertical, Geo).
• Lead the creation and evolution of sales collateral in partnership with Marketing and Product, including merchant bespoke pitch decks, case studies, ROI narratives, and enablement materials.
• Shape and validate the Global Accounts demo experience (including demo environments), working cross-functionally to ensure it reflects real customer workflows and value.
• Serve as the internal source of truth for how Global Accounts are sold at Primer, with the expectation that this playbook becomes scalable for future hires.
• Drive commercial rigor: Track pipeline, revenue, and outcomes with a “controlled pilot” mindset; help define what success looks like and when/how the model should scale post-GA.
• Protect merchant trust and CS ownership: Operate within clear guardrails on account engagement, partnering closely with CSMs and ensuring clean handovers and delivery quality.
• Identify wider opportunities: Position Global Accounts as part of the wider proposition, particularly alongside other products within the Financial Operations product suite.

Senior Accountant

Growth Account Executive

Senior Security Engineer

Senior Account Executive

Senior Account Executive

Product Marketing Manager

Account Executive – Finance Suite

Business Intelligence, GTM AI Associate

Product Sales Specialist – Finance Suite