Scrum Master

• Assist the Product Owners and Development teams in the execution and delivery of the SCRUM teams’ commitments.
• Actively work with the leadership team, Program Managers, as well as Product Owners to assist the development team by removing impediments and coaching the teams on agreed upon processes to deliver committed functionality to the end user in their delivery of user stories and resolution of bugs.
• Provide project management support and oversight for the initiatives owned by your scrum teams and assist in supporting our Release Management team.
• Works with Product Owners and team members to ensure healthy backlog management and prioritization practices by facilitating the execution of backlog refinement.
• Assists the team in identifying blockers and solicits help from team members, product owners, or anyone in the organization who can assist.
• Assists with dependency management and cross-team coordination.
• Removes impediments to the team’s ability to perform.
• Plans and hosts the rituals of scrum, including the daily standups, the sprint planning meetings, the sprint demos, and the sprint retrospectives.
• Maintains the artifacts of scrum and making sure everyone has access to them.
• Coaches team members on their roles and responsibilities, while watching for problems and helping to resolve them.
• Coaches team on agile best practices.
• Encourages team responsibility, accountability, transparency, and self-organization.
• Gathers and communicates scrum team metrics to assist with team velocity improvements, planning, and estimation processes.
• Ensure that goals/objectives/ deliverables are defined for the team’s program, including the end objective definition, scope, and general timelines.
• Manage communication, coordination, and status updates between teams, stakeholders, and leadership.
• Track status and provide updates in relation to the overall program.
• Anticipate needs and drive results through planning, documentation, dependency coordination, tracking, internal training, and communications.
• Supports Product Owner and team on continuous roadmap planning activities, including discovery and project planning.
• Provide project and administrative support to our Release Management team.

Marketing Operations

• Conduct QA for marketing campaigns to ensure accuracy and compliance with internal standards.
• Provide day-to-day support for campaign setup, tagging, list management, and tracking implementation.
• Support digital marketing execution by coordinating with internal teams on campaign deployment.
• Support Qualified chat programs and optimizations
• Help document and refine operational processes, supporting scalability and knowledge sharing.
• Will be a contributor and owner to the optimization, execution, and measurement of marketing campaigns, account-based marketing, and events.
• Assist with reporting and data validation tasks to maintain accuracy in marketing analytics.
• Collaborate with fellow marketers, sales professionals, business analysts, and marketing leaders to ensure marketing execution meets desired outcomes and needs.
• Develop and implement marketing plans.
• Support the marketing team with marketing activities by demonstrating expertise in various areas, including optimization, advertising, social media, direct marketing, webinars, and event planning/coordination.
• Assist with the analysis of marketing data, including campaign results, conversion rates, and online traffic to improve future marketing strategies and campaigns.
• Perform other duties when needed

Associate Marketing Operations Specialist

Customer Success Manager

• Participate in the implementations process for new clients as assigned, not as the primary liaison, but to begin building rapport with the client and learn their specific needs.
• Meet with assigned clients monthly or quarterly as needed by phone and in person as needed to review their online banking statistics, goals and future plans along with any specific issues they are having.
• Analyze customer problems, needs and requirements, and then position Q2 products and services to resolve/meet them.
• Ensure that customer’s issues are dealt with efficiently by the other areas of Q2, as needed and inform Management of significant issues.
• Provide contract renewal management for assigned accounts.
• Coordinate, as needed, with vendor partners to address client requests.
• Responsible for ensuring that all security, availability, confidentiality and privacy policies and controls are adhered to.
• Identify opportunities and cross-sell additional features of Q2 to existing clients.
• Participate in cross-sell campaigns as identified by the Director of Relationship Management.
• Represent Q2 at customer events and Client User group sessions, as needed or assigned.
• Provide input to Product Management on enhancements and new releases, including support of commercialization projects as needed.
• Provide demo and training support and/or scheduling for existing clients as needed.

Associate Customer Success Manager

Accountant

• Review and analyze customer contracts and master agreements to ensure appropriate revenue recognition in accordance with ASC 606
• Set up and maintain accurate billing and revenue schedules within the accounting system based on contract terms
• Perform advanced Excel-based analysis to model contract terms, validate billing schedules, and support revenue conclusions
• Ensure all contract-related data is properly recorded in the accounting system, with clear documentation of key decisions
• Collaborate with Sales, Product, Legal, and Finance teams to advise on contract structures and ensure compliance with internal policies
• Investigate and resolve discrepancies in revenue or billing data through reconciliation and root cause analysis
• Prepare and maintain documentation to support internal controls, audits, and SOX compliance
• Provide accounting insight to support financial reporting, forecasting, and business decision-making

Revenue Accountant

Sales

• Q2 is seeking a Third-Party Solution Specialist to resell 3rd party software products within Q2’s client base.
• Build, manage, and drive pipeline for third-party solutions into Q2 base accurately within Salesforce CRM for all products assigned.
• Research the existing client base to identify, track, and report on new solution sales opportunities.
• Drive strategic sales calls with customers owning a line of business experience, including supporting material, use cases, and even live demos of the solutions.
• Manage routine volume of calls, demos, pricing proposals, and contracts.
• Collaborate with Q2 Partners, Customer Success Managers, Product Managers, Marketing, and other Q2 internal teams to obtain the knowledge that establishes a sustainable and healthy pipeline.
• Demonstrate at an expert level solution positioning within the assigned vertical channel, selling on value and tying solutions to Q2 Client goals.
• Respond timely to Customer Success Managers and Q2 Client inquiries.
• Maintain a knowledge repository of Q2 Clients, referrals, opportunities, and presentations.

Sales Specialist

Customer Support

• Applies company practices and procedures in analyzing and resolving customer situations.
• Works on complex issues where analysis of situations or data requires in-depth evaluation of variable factors.
• Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results.
• Networks with key contacts outside own area of expertise.
• Advanced knowledge in assisting and advocating for customer completion of Project Workbooks, RFQs and Pre-Qual docs.
• May be assigned to larger, more complex, high visibility, strategic and tactically important customers.
• Build and maintain respectful and collaborative relationships with new and existing customers, as assigned.
• Participate in a scheduled calls with assigned Customer Success Manager(s) (CSM).
• Review plan for the week or coming week.
• Be familiar with CSM Account Plans and Territory Plan and support those plans as needed.
• Maintain clear communication and a shared plan of customer service with assigned CSM(s).
• Vet/Research/Document any Enhancement/Custom Code/Professional Services requests with customers and provide estimate of hours and details to the CSM for sales orders.
• Monitor coordination with any Development work required to ensure project timeliness.
• Assist CSM with Enterprise Projects (mergers, acquisitions, core conversions).
• Monitor delivery of implementations projects to ensure highest Client Satisfaction.
• May participate in periodic Implementation project updates on Net New projects as available.
• Complete Site and System reviews for Q2 customers and coordinate with CSM on required follow up once the review is complete.
• Support Case Review – Work with Support Management on tickets that need to have immediate attention or escalation for best Customer Service.
• Respond to more technical questions about system functionality from Q2 customers.
• Be familiar with Product roadmap and advise customers with questions on future developments.
• Provide Uptime reports and Support Case closure and aging reports to CSM’s as needed for customer calls and customer visits
• Maintain Customer Engagement Program: Participate in regularly scheduled and as needed calls with assigned customers.
• Participate in in-person meetings with customers as appropriate.
• Assist in the identification of beta and early adopter customers for upcoming Product and Feature releases.
• Serve as liaison for beta projects as needed.
• Provide demos and/or training for customers as needed and in support of cross-sale efforts.
• Secure assistance from Sales Specialists, Solutions Consulting or Q2 Training as needed.
• Ensure that customer’s issues are dealt with efficiently by the other areas of Q2, as needed and inform Management of significant issues.
• Provide contract renewal assistance and input to the CSM and Renewal Specialist for assigned accounts.
• Coordinate, as needed, with vendor partners to address customer requests.
• Participate in cross-sell campaigns as identified by Management.
• Represent Q2 at customer events and Customer User group sessions, as needed or assigned.
• Provide input to Product Management on enhancements and new releases, including support of commercialization projects as needed.
• Identify product gaps and provide soft recommendations.
• Responsible for ensuring that all security, availability, confidentiality and privacy policies and controls are adhered to.
• Support efforts to secure customer interest and attendance in Q2 events (User Group, Customer Conference, Collaboration, etc.).
• Support efforts to maintain customer referenceability.
• Assist with maintaining accurate customer data in SalesForce.
• Back-up CSM when out of office.

Customer Experience Manager

Product Manager

• Develop a deep understanding of financial institution requirements for fraud detection, prevention, and interdiction
• Collaborate with cross-functional teams to refine and prioritize product features
• Serve as the bridge between stakeholders and the development team, ensuring that business requirements are clearly communicated and effectively implemented
• Maintain and groom the product backlog, writing clear user stories with appropriate acceptance criteria to ensure timely delivery of fraud-related enhancements
• Work closely with engineering, data science, and fraud operations teams to refine, test, and deploy fraud detection features
• Collaborate with internal fraud analysts to assess fraud trends and recommend real-time adjustments to fraud models and risk thresholds
• Translate complex fraud prevention requirements into actionable user stories for development sprints
• Facilitate sprint planning, daily stand-ups, sprint reviews, and retrospectives with the development team
• Remove obstacles and address dependencies that might impede the team's progress
• Work closely with the Product Manager to ensure alignment between product strategy and sprint execution
• Collaborate with UX designers to create intuitive interfaces for fraud prevention features
• Support QA efforts by defining test cases and acceptance criteria for new features
• Act as the voice of the customer within the development team, ensuring their needs are understood and addressed
• Engage with clients to optimize fraud prevention strategies through industry best practices
• Document product features, user stories, and requirements in Jira and Confluence
• Monitor and report on sprint progress and velocity to the Product Manager/Manager and other stakeholders
• Help conduct user acceptance testing with customers to validate solution effectiveness

Product Owner

Salesforce Administrator

• Manage and administer multiple applications - Salesforce Service Cloud, Experience Cloud and Salesforce Integrations
• Work with Q2 business groups to define enhancements for key objectives and initiatives
• Lead business requirements gathering and process mapping sessions
• Perform hands-on technical design, prototyping, proofs-of-concept, and development
• Demonstrate leadership and technical expertise both by utilizing out of the box features and presenting custom solutions on the Salesforce platform
• Create Flows to further customize Salesforce to meet specific use cases, including the use of high-quality practices, validation testing, end user testing, and complete documentation
• The ability to guide, collaborate, and communicate effectively with cross-functional business teams and with peers on the Business Applications Management team.
• Build reports, automation, and dashboards that provide comprehensive and actionable business intelligence
• Stay informed on leading industry trends and Salesforce best practices; builds and maintains subject matter expertise on new releases and enhancements that may benefit Q2.
• Continuing education to advance skills, which may include a combination of self-study and instructor led trainings, seminars, certifications, etc.
• Build cross-training programs (scoping, discovery, configuration, documentation, and training)
• Participate in DevOps/release management
• Identify unused or underutilized platform features to identify business opportunities and drive adoption
• Work using Agile Methodologies with knowledge of JIRA tools

Senior Salesforce Administrator – Service Cloud

Administration

• Manage contract lifecycle management/legal matter intake systems: triage requests as they come in; assign requests to appropriate legal team member workflow monitoring – track pipeline, follow up on stuck approvals, liaise with internal clients on the status of open requests or other questions about contracts or vendors
• Process contract signatures and file agreements, ensuring that appropriate data elements of contracts are properly logged in accounting and legal systems.
• Partner with Procurement and TPRM on vendor management considerations
• Manage ongoing contract maintenance such as renewals, terminations and legal notices.
• Draft first-pass, templated notices (non-renewals and data destruction requests).
• Assist Senior Legal Operations Manager with monitoring and enforcement of policies and controls around vendor contracting, including remediating and documenting non-compliance and training internal clients.
• Additional support with compliance training, insurance (maintain COI repository and broker coordination), export control, and/or other Legal team initiatives as needed and desired.

Contracts Administrator

Project Manager

• Partner with clients to understand business requirements and expectations
• Design and execute project plans and documentation to deploy Q2 solutions
• Direct project resources to complete tasks in a timely manner
• Work closely with the client and team to problem solve issues that arise
• Track status and provide updates in relation to overall implementation process
• Train and educate clients on the product and configuration options

• Work within a defined coverage territory to develop a deep pipeline of Executive level relationships
• Create ways to differentiate from other solution providers
• Ensure you are casting a wide net targeting prospects
• Prove adept at owning conversations across all levels of an organization
• Guide prospects through every step of the sales process
• Work closely with our sales engineering, marketing and leadership teams
• Maintain the integrity of sales systems (Salesforce) and internal processes
• Travel up to 40%

Regional Sales Manager, Fraud

• Work within a defined coverage territory to develop a deep pipeline of Executive level relationships by learning what their business objectives are and how our solution is uniquely positioned to solve them.
• Create ways to differentiate from other solution providers attempting to do the same thing by using your deep understanding of the customer to tailor outreach into meaningful, impactful interactions that are core to their business model.
• Ensure you are casting a wide net targeting prospects, securing two-way dialogue across all levels of both the business and support functions within the bank.
• Prove adept at owning conversations across all levels of an organization, being confident in interacting with C-suite level Executives and Analyst level staff alike.
• Guide prospects through every step of the sales process, including initial discussions, product demos (in partnership with Sales Engineers), partnership proposal, due diligence, contract negotiation, and introducing consultants and other staff into the process as needed.
• Work closely with our sales engineering, marketing and leadership teams to deliver value at every touchpoint and expand our relationships within a bank.
• Maintain the integrity of sales systems (Salesforce) and internal processes through execution and clear and organized documentation, constantly seeking ways to help us grow and improve.
• Travel up to 40%

Senior Regional Sales Manager, Platform

Regional Sales Manager – Relationship Pricing

QA Engineer

• Work with Engineering team to define test strategy and approach for automated and manual testing of APIs, Database and UI (web and mobile-web) applications.
• Design and build test automation that is resilient and robust
• Create, manage, execute, and maintain automation test scripts
• Share knowledge, mentor and educate software engineers on test best practices and approach
• Create comprehensive test plans alongside development which provide outstanding code coverage and that can be traced to use cases/stories
• Create test cases for features/functions; with detailed steps to perform and expected results
• Execute test cases, provide results, and create resulting defects with diagnostic information for proper triage
• Participate in and contribute test effort estimates in Sprint/Release planning sessions
• Be passionate about driving quality throughout the product lifecycle
• Responsible for ensuring that all security, availability, confidentiality, and privacy policies and controls are adhered as per the process.

Quality Engineer

Application Engineer

• Provide L3 support for the Q2 Helix platform to internal and external customers
• Troubleshoot complex client applications, integration and environment issues escalated from Level 1 & Level 2 support
• Troubleshoot/resolve customer problems including code defects, product configurations, networking, platform, third party communications, and hardware configuration
• Support the implementations team with technical client setups and configurations
• Modify software as necessary (change scripts, review application logs, update database tables, tune peripheral applications)
• Construct and schedule automated processes and create custom processing scripts
• Regularly update customers via phone, email or client relationship management tool of ongoing troubleshooting and resolution efforts
• Contribute to team caseload management and receive escalated cases from management, prioritizing accordingly
• Document and report product/application defects to Development team and escalate unresolved problems to appropriate resources
• Serve as an escalation point and provide 24x7 on-call support coverage for escalated issues
• Proactively research and implement improvements to better serve customers
• Ensure adherence to security, availability, confidentiality and privacy policies and controls
• Cultivate cross-department communication and provide technical guidance and training to team members

Enterprise Application Engineer

Full-stack Engineer

• Embedded on the team creating the product line, focusing on backend systems.
• Responsible for developing the data and application architecture.
• Design, implement, integrate, and test software solutions of moderate complexity, with a focus on high availability and resiliency.
• Work independently and collaborate across teams to ensure successful delivery of solutions to production systems.
• Support, maintain, and resolve problems in products and features.
• Ensure adherence to all security, confidentiality and privacy policies and controls.
• Assist and mentor teammates to provide technical leadership and evangelize best practices.

Software Engineer

Technical Product Manager

• Fully research, scope and develop a strategy for new and existing products/features for Q2, focused on high quality and aggressive adoption among our stakeholders
• Provide industry research to be utilized in product business cases with a technical bent, considering hosting cost optimization and technical transformation requirements
• Act as primary liaison between multiple departments, including design, development, sales, and implementations
• Seek collaboration and delegation for strategic opportunities across online banking products supported by the backend services group
• Champion technical & end user experience within owned products, aiding superior supportability as products evolve
• Assist Product Owner in managing the product backlog, define new product specifications, and communicate release features ongoingly
• Ensure that all security, availability, confidentiality and privacy policies and controls are adhered to
• Collaborate with Product, Delivery & Engineering Management Teams to uncover internal and external client needs and accurately define requirements
• Consider cost optimization (deployment & hosting), create robust documentation, develop product delivery goals, drive down backlog, and actively manage the product roadmap
• Launch new products & integrations and evolve existing ones so clients can define the cutting edge of banking
• Position requires initiative, self motivation and deep organizational skills

• Oversee planning, execution, and successful delivery of features and functionality for Integrated Services clients
• Lead implementation team(s) consisting of technical and non-technical resources to execute client initiatives
• Ensure Support, Development, Product, and other Q2 teams collaborate effectively with client(s) to implement custom upgrades and enhancements
• Ensure the quality and completeness of requirements, drive target dates, identify key risks, and ensure mitigation strategies are in place
• Proactively identify, assess, and mitigate project risks to ensure timely delivery
• Cultivate a collaborative and high-performing team environment through effective communication and leadership
• Maintain clear and consistent communication with clients, stakeholders, and internal teams
• Support resolutions for escalations in a timely and efficient manner
• Execute and deliver on client initiatives, milestones, and timelines; ensure alignment with client objectives and prioritization within a Sprint cycle
• Maintain meeting notes, risk logs, project timelines, and other key artifacts
• Coordinate and oversee release management activities including release notes and release runbook
• Drive and align cross-functional teams to achieve shared project goals in a matrixed environment

Senior Project Manager

• Responsible for the successful configuration and deployment of Q2’s Risk & Fraud Management Software Solutions
• Hybrid project management and technical implementation role including application troubleshooting and support
• Serve as primary contact with largest/most complex customers during implementations; demonstrate confident executive presence
• Partner with customers to understand business requirements and expectations
• Design and execute project plans and documentation to deploy Q2 solutions
• Direct project resources to complete tasks in a timely manner and assess project risks and mitigations
• Track status and provide updates on overall implementation process
• Train and educate customers on the product and configuration options
• Work closely with customer and internal teams to problem-solve issues and ensure successful delivery

• Work within a defined coverage territory to develop a deep pipeline of Executive level relationships by learning business objectives and positioning solutions
• Create differentiated, tailored outreach and secure two-way dialogue across business and support functions
• Target prospects across all levels and own conversations with C-suite down to analysts
• Guide prospects through every step of the sales process: initial discussions, product demos (with Sales Engineers), partnership proposals, due diligence, contract negotiation, and introductions to consultants and other staff
• Collaborate closely with sales engineering, marketing and leadership teams to deliver value and expand relationships within a bank
• Maintain the integrity of sales systems (Salesforce) and internal processes with clear, organized documentation
• Travel up to 40% and manage multiple pursuits to close deals while maximizing team impact

Compliance

• The Regulatory Compliance Analyst role focuses on overseeing AI Governance and Third-Party Risk Management, supporting compliance and risk activities, handling regulatory and policy tasks, and advising on compliance risks. The role also involves preparing materials for key governance committees and collaborating with leadership to enhance business, IT, risk, and compliance processes.
• A Typical Day: Works with management within Compliance, Risk, Product, Operations, IT, and Security to design effective and efficient compliance related controls primarily related to Artificial Intelligence governance and third-party risk management. Supports day-to-day Artificial Intelligence risk management oversight activities. Conducts risk assessments on third-party vendors for TPRM Program. Provides regulatory exam support. Provides compliance support for payments related regulations / requirements. Performs and facilitates various assessments based on FFIEC IT Booklets, SOC 1, and SOC 2 requirements. Evaluates effectiveness of control design and effectiveness to meet compliance requirements. Performs compliance reviews at the request of management for updates to business processes or new product initiatives. Assists with client audit activities for large enterprise clients. Supports the creation and management of meeting materials for the AI Ethics Committee, Enterprise Risk Oversight Committee, and the Risk and Compliance Committee of the Board of Directors.

Regulatory Compliance Analyst

• Embedded on the team creating the product line, working flexibly across the stack to develop architecture, the application, and all systems to ensure ongoing performance and robustness.
• Design, implement, integrate, and test software solutions of moderate complexity, with a focus on high availability and resiliency.
• Work independently and collaborate across teams, as required, to ensure successful delivery of solutions to production systems.
• Support, maintain, and resolve problems in our products and features.
• Ensure adherence to all security, confidentiality and privacy policies and controls.

Scrum Master

Associate Marketing Operations Specialist

Associate Customer Success Manager

Revenue Accountant

Sales Specialist

Customer Experience Manager

Product Owner

Senior Salesforce Administrator – Service Cloud

Contracts Administrator

Project Manager

Regional Sales Manager, Fraud

Senior Regional Sales Manager, Platform

Regional Sales Manager – Relationship Pricing

Quality Engineer

Enterprise Application Engineer

Software Engineer

Technical Product Manager

Senior Project Manager

Project Manager

Senior Regional Sales Manager, Platform

Regulatory Compliance Analyst

Full Stack Software Engineer