Rockstar

Customer Support

• Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup (bank/credit card connections, historical bookkeeping needs, etc.)
• Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically
• Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs
• Collaborate with other company teams to improve workflows and surface product feedback based on recurring customer needs
• Exceed partner and customer expectations by providing thoughtful, proactive, and detail-oriented support

Customer Support Specialist, Bookkeeping

Operations

• Manage operational workflows across multiple recruiting campaigns and client accounts
• Coordinate candidate communications, outreach, follow-ups, scheduling, and confirmations
• Monitor shared inboxes and ensure timely, professional responses
• Maintain accurate candidate records and operational data
• Support recruiters and internal stakeholders with day-to-day operational tasks
• Identify process inefficiencies, flag issues proactively, and suggest improvements
• Follow and improve SOPs, workflows, and internal systems
• Assist with reporting, audits, and other operational projects as needed

Operations Associate

Account Manager

• Work with the Go to Market team to grow the business in the charter sector
• Responsible for generating demand and building pipeline, including through direct outreach, field events, and marketing support
• Owning deals and working them through close
• Understand the company's go to market strategy and ideal customer profile (ICP)
• Learn the product inside and out
• Master pricing and packaging
• Build target lists matching ICP using tools like LinkedIn, RocketReach, Clay, and district websites
• Send outbound emails
• Cold calls
• Support marketing with outbound campaigns
• Work charter conferences
• Mine referral networks
• Schedule and attend all meetings
• Demo the product (and leverage specialists for high priority demos)
• Build relationships with stakeholders and influencers
• Submit proposals and quotes
• Coordinate handoff to Customer Success Manager and implementation team

Charter Partnerships Manager

Program Manager

• Lead implementation projects with new charter customers, developing and managing the project plan and deliverables.
• Directly support multiple customers post-launch with their use of the platform, through training, troubleshooting issues, software configuration, data manipulation and analysis, and identifying opportunities for improving their processes.
• Support efforts to bring in new clients and expand relationships with existing clients.
• As a growing startup, everyone pitches in to do whatever it takes to build the organization.

• Own cross-functional automation projects. Partner with Operations, Member Care, Finance, Product, Engineering and leadership to understand painful manual processes, define requirements, and deliver durable solutions that eliminate or dramatically reduce that work.
• Deeply understand and document existing processes. Sit with stakeholders, map current-state workflows step by step, identify where time is being lost and errors are being introduced, and quantify the cost of the status quo so the right problems get prioritized.
• Design elegant automation solutions. Translate messy, real-world processes into clear, maintainable designs. Identify the highest-leverage opportunities for automation, choose the right approach, and account for edge cases, failure modes, and the humans who will rely on the output.
• Build, test, and maintain automations. Develop, test, document, and maintain models, scripts, integrations, and AI-powered workflows that reliably take over manual work, and keep them running as source systems and requirements change.
• Use AI tools as a core part of how you build. Use Claude and other AI tools to design and build automations — including LLM-powered workflows and agents — while validating outputs, handling errors gracefully, and protecting data quality and trust.
• Translate business ambiguity into solutions. Lead stakeholder discovery, ask sharp questions, clarify tradeoffs, and convert vague "this takes forever and breaks all the time" complaints into practical, well-scoped deliverables.
• Measure and improve impact. Track the time saved, errors avoided, and throughput gained from the automations shipped, and use that to prioritize the next set of opportunities.
• Monitor and troubleshoot automations. Identify when an automation breaks or degrades — due to source system changes, schema changes, API changes, or new edge cases — and fix it quickly and durably.
• Raise the bar for the Data team. Contribute to coding standards, documentation, testing practices, reusable building blocks, and overall trust in the automations the client depends on. Help free up the rest of the team from reactive manual requests.
• Other duties as assigned.

Operations Engineer

• Own the agent relationship. You're the primary point of contact for our agents on everything that isn't pure back-office execution. That means onboarding, regular check-ins, escalations, and being genuinely responsive when they need help.
• Define and deliver our services. Design and run the touchpoints that make agents successful: weekly and monthly business reviews, sales support, growth enablement, and anything else that helps agents win more freight and run better businesses. You'll figure out what's worth doing, build it, and iterate.
• Drive agent performance. Track how agents are doing — revenue, margin, load volume, growth trajectory — and use that data to coach, support, and spot problems early. You're accountable for agent outcomes, not just agent satisfaction.
• Support agent recruiting and onboarding. Work with the CEO on go-to-market for new agents. Design the onboarding experience so new agents ramp quickly and feel supported from day one.
• Be the fallback on operations. Understand how the back-office works — AP, AR, carrier vetting, claims — well enough to step in and cover when needed. You don't own it, but you can do it.
• Feed insights back into product. You'll have the deepest understanding of what agents actually need. Translate that into clear input for the product team — what's working, what's broken, what's missing.

Founding Strategy & Ops Lead

• Own end-to-end billing operations across the full claims lifecycle. From front-end insurance verification and prior auth through claim submission, follow-up, denial/rejection resolution, and back-end reporting.
• Lead and manage a team of 4+ offshore support staff. Set priorities, assign workstreams, review output, and keep the team on track. Serve as the escalation point when issues arise and ensure processes are running consistently and correctly across the team.
• Manage a high volume of billing questions and escalations from vendors and internal teams — investigating patient responsibility questions, handling vendor escalations, and triaging high-priority items like medical record subpoenas and collection agency contacts.
• Support ad-hoc RCM projects, including state launches, new payer setup, provider enrollment, and credentialing gaps for existing clinicians.

RCM Operations Lead

Account Executive

• Build and own pipeline through direct selling to tenant and landlord end-users.
• Generate client introductions through engagement with brokers, designers, and CRE influencers.
• Run daily outbound across multiple channels (phone, email, LinkedIn, direct mail).
• Activate a quarterly field strategy, including breakfasts, events, showroom tours, and portfolio walk-throughs.
• Operate a disciplined inbound motion, converting high-intent opportunities to closed deals with urgency.
• Prospect into high-value landlord portfolios, using existing wins as proof points to expand footprint.
• Lead multi-stakeholder sales cycles involving brokers, landlords, tenant leadership, design partners, and internal teams.
• Run strong, consultative discovery, shaping demand, not just passively qualifying it.
• Deliver clear proposals, quote packages, timelines, and value narratives tailored to different customer personas.
• Manage pricing and commercial conversations with confidence and discipline.
• Partner closely with Operations to ensure installs, logistics, and on-site execution run smoothly.
• Identify delivery or timeline risks early and proactively coordinate internal teams to protect the customer experience.

Procurement

• Own the talent sourcing operation for U.S.-based clients.
• Review AI recommendations across inbound and outbound.
• Support operations team with new campaign setup.
• Shortlist candidates for inbound, InMail outreach, and calibration.
• Review candidates against role requirements and prioritize.

Talent Sourcing Strategist

AI Engineer

• Assist in developing AI-powered features using Python, LLM tools, ML libraries, APIs, and internal platform services.
• Support prompt engineering, prompt testing, model comparison, and evaluation of AI-generated outputs.
• Help build and maintain RAG workflows, including document preparation, chunking, metadata tagging, embedding generation, retrieval testing, and result review.
• Prepare, clean, format, and validate datasets used for model testing, prompt evaluation, and AI experiments.
• Assist with model and workflow evaluation by reviewing outputs, identifying errors, documenting patterns, and comparing performance across approaches.
• Write clean, readable Python code for scripts, internal tools, prototypes, experiments, and service components.
• Support debugging of AI workflows, data pipelines, API integrations, and model behavior under the guidance of senior engineers.
• Participate in code reviews, design discussions, team planning, and documentation efforts.
• Learn and apply production engineering practices, including Git workflows, testing, logging, Docker, CI/CD, and deployment basics.
• Document experiments, implementation details, findings, and recommendations clearly for technical team members.

Junior AI Engineer

• Design, build, and deploy production GenAI systems, including LLM applications, agentic workflows, RAG pipelines, and AI-powered search capabilities.
• Architect scalable AI services using modern ML frameworks, model-serving tools, APIs, Docker, Kubernetes, and CI/CD pipelines.
• Develop and optimize retrieval systems using embeddings, vector databases, semantic search, reranking, and structured data sources.
• Fine-tune, adapt, and evaluate LLMs for domain-specific use cases using prompt engineering, supervised fine-tuning, LoRA / QLoRA, or related methods.
• Build automated evaluation frameworks to measure model quality, prompt performance, retrieval accuracy, reasoning reliability, latency, and cost.
• Implement observability for AI systems, including tracing, logging, performance monitoring, drift detection, and output-quality review.
• Translate prototypes and research concepts into reliable product features that can scale in production.
• Partner with product managers, data engineers, backend engineers, analysts, and business stakeholders to define AI capabilities and technical tradeoffs.
• Review architecture, provide technical guidance, mentor junior team members, and promote strong engineering practices.
• Create clear technical documentation, implementation plans, runbooks, and model lifecycle documentation.

Senior AI Engineer

Data Analyst

• Own cross-functional analytics projects. Partner with Operations, Sales, Finance, Product, Member Experience, leadership, and other teams to understand business problems, define requirements, analyze data, and deliver durable solutions.
• Build trusted data models. Design, build, test, document, and maintain dbt models that transform raw source data into reliable, reusable, analytics-ready datasets.
• Work deeply in BigQuery. Use advanced SQL in BigQuery to investigate complex questions, optimize queries, validate data, create reusable logic, and support production-grade reporting.
• Support and improve the BI layer. Build and maintain dashboards, reports, semantic definitions, and self-service analytics experiences in Omni and/or Power BI.
• Improve metric consistency. Help define business metrics, reconcile conflicting numbers, document assumptions, and ensure stakeholders understand what data means and how to use it.
• Monitor and troubleshoot data quality. Work with Fivetran-fed data and downstream dbt/BI assets to identify pipeline issues, data freshness problems, schema changes, schema changes, source system inconsistencies, and reporting defects.
• Translate business ambiguity into data solutions. Lead stakeholder discovery, ask sharp questions, clarify tradeoffs, and convert business needs into practical data requirements and deliverables.
• Enable better decision-making. Deliver insights and reporting that help teams improve operational performance, sales effectiveness, member experience, financial visibility, and leadership decision-making.
• Use AI tools thoughtfully and safely. Use Claude and other AI tools to accelerate analysis, SQL iteration, documentation, test generation, workflow automation, and stakeholder support while validating outputs and protecting data quality.
• Raise the bar for the Data team. Contribute to naming conventions, documentation standards, QA practices, metric governance, dbt structure, BI usability, and overall trust in the data ecosystem.
• Other duties as assigned.

Senior Data Analyst

• Work side by side with the CGO to turn big picture strategy into real, executable revenue plans across every growth lane.
• Proactively hunt, qualify, and move deals forward across enterprise and emerging brands, data platform, service offerings and revenue models, and strategic partnerships.
• Take ownership of early-stage growth from opportunity discovery through a qualified, actively moving pipeline.
• Utilize syndicated data to identify and target the right brands and convert outreach and introductions into active deal flow.
• Be a face and voice of the organization in the Natural CPG world, building trusted relationships and expanding reach.
• Identify and execute opportunities within the current portfolio to expand into broader coverage models.
• Collaborate on creative, value-add propositions to unlock growth.

Outreach Manager – Growth, Partnerships

Marketing Operations

• Own the MarTech stack end to end: HubSpot, Salesforce integrations, ABM and intent platforms, ad platforms, webinar tools, and the integrations that hold them together.
• Own the operational layer of the client's website: CMS administration, integrations, technical implementation of conversion paths, forms, tracking, and tag management.
• Own data governance: contact database integrity, deduplication, enrichment, list management, and enforcement of compliance and consent policies.
• Build and continuously optimize campaign infrastructure, workflows, lead scoring, routing, and full-funnel attribution reporting.
• Own marketing reporting and dashboards in HubSpot, Salesforce, and BI tools, with a focus on the metrics that prove pipeline contribution and conversion improvement.
• Use AI to accelerate execution, automate repetitive workflows, surface insights faster, and continuously raise the bar on what a lean team can deliver.
• Serve as the internal subject matter expert across the full MarTech stack, owning integrations, tool evaluations, vendor relationships, and documentation.
• Partner closely with RevOps on shared data, attribution, routing, scoring, and SLAs.

Marketing Operations Manager

Customer Success Manager

• Own people management end-to-end. Run weekly 1:1s, performance reviews, hiring, and onboarding. Be the manager the team can rely on for clear direction, honest feedback, and real development.
• Build and maintain a QA function from scratch. Create a systematic process for reviewing response quality, identify patterns in gaps, and coach the team toward consistently hitting a high bar.
• Design and manage team structure. Establish triage tiers, own scheduling across holidays and volume changes, and make sure the team is set up to handle whatever comes in.
• Drive continuous process improvement. Identify inefficiencies in workflows and tooling, quantify their impact, and fix them — whether that means building a lightweight solution yourself or writing and managing an engineering ticket to completion.
• Create and iterate on SOPs. Document how things should work, monitor whether they're working, and update them when they're not. Build processes that are durable, not just functional.
• Translate client patterns into upstream fixes. Spot recurring themes in client questions and complaints, and turn them into clear, data-backed recommendations for the product team — reducing the volume of issues the team has to field in the first place.
• Stay ahead of operational issues. When something unexpected breaks figure out the fix and build the safeguard so it doesn't happen again.