Rockstar

Customer Success Manager

• Help lead key aspects of operations, overseeing workflows and people managing teammates across the Client Success team.
• Own important cross-functional projects that are leadership’s top priority.
• Manage either the onboarding or retention team, serving as an escalation point for the team you lead.
• Act as the main point of contact for high-priority clients, owning their onboarding experience, and supporting their satisfaction as they scale.
• Help build rigorous systems to increase productivity and effectiveness as the company reaches the next 10x of scale.
• Proactively remove process roadblocks that stand in the way of the Client team’s success and momentum.
• Support hiring and onboarding of new teammates across Client Success and Ops as the company rapidly grows.
• Lead and develop the existing Ops organization by providing mentorship, coaching, and building leaders.

Customer Success Team Lead – Onboarding, Success

Growth Marketing

• Own DTC revenue growth across paid channels (Meta, TikTok, Google, emerging platforms)
• Set and manage budget, CAC, LTV, ROAS, and contribution margin targets
• Build and execute testing roadmaps
• Support launch and scaling of new eCommerce channels and margins, including Amazon and TikTok Shop
• Personally manage paid media accounts in the early stages
• Partner with Brand to brief, review, and iterate on performance creative
• Develop creative testing frameworks across hooks, formats, creators, and messaging
• Ensure performance creative stays on-brand and avoids generic wellness tropes
• Own CRO across the Shopify site including landing pages, PDPs, bundles, and checkout
• Launch and analyze experiments to improve conversion, AOV, and subscriber adoption
• Translate qualitative and quantitative insights into site improvements
• Own email and SMS strategy including flows, campaigns, and segmentation
• Drive repeat purchase, subscription uptake, and LTV growth
• Ensure lifecycle marketing feels editorial, intentional, and aligned with brand tone
• Own growth-related P&L inputs including CAC and contribution margin
• Build and maintain dashboards for acquisition, retention, and contribution margin
• Manage external agencies and contractors as needed
• Hire and develop internal growth team members as the company scales
• Build repeatable processes and growth playbooks

Director of Growth

Director

• Steward the brand’s positioning, voice, visual identity, and cultural POV
• Ensure consistency and quality across all brand touchpoints
• Evolve the brand thoughtfully as the company scales without diluting its core
• Own creative execution across packaging, campaigns, content, web, and collateral
• Review, refine, and elevate all creative assets to ensure brand integrity
• Work hands-on with designers, photographers, illustrators, and creative partners
• Own the social presence across platforms (TikTok, Meta, Pinterest, Substack, etc.)
• Set content strategy, cadence, formats, and tone
• Partner with creators and internal resources to produce content that feels native and culturally fluent
• Track engagement and qualitative signals, not just vanity metrics
• Build and own the creator strategy
• Identify, recruit, and manage creators aligned with the brand’s world
• Shape seeding programs, long-term partnerships, and co-created moments
• Build community marketing programs that turn customers into advocates
• Own customer experience operations, including CX workflows and partners
• Ensure issues are resolved quickly and consistently
• Track operational drivers of customer satisfaction and retention
• Protect the end-to-end product and unboxing experience
• Partner closely with Growth to ensure brand and performance reinforce each other
• Work with Ops and manage CX to ensure the brand shows up in every detail
• Manage agencies, freelancers, and creative partners
• Hire and develop internal brand, social, and creative team members as the company grows
• Build brand systems, guidelines, and playbooks that scale

Director of Brand

• Lead the end-to-end client experience journey, from initial implementation through long-term relationship management (6 months +).
• Act as the voice of the client, ensuring expectations are met and exceeded through proactive engagement, communication, and follow-through.
• Collaborate with global delivery teams to ensure timely execution, quality service, and alignment with client priorities.
• Design and manage a structured Client Engagement Framework, including onboarding milestones, check-ins, and quarterly business reviews (QBRs).
• Partner with Sales, Implementation, and Operations to ensure seamless client handoffs and consistent service excellence across all regions.
• Identify and address challenges early, maintaining strong partnerships and preventing service gaps.
• Develop, mentor, and lead a high-performing team of Client Experience Managers focused on engagement, retention, and relationship growth.
• Build and maintain performance dashboards to track client satisfaction (CSAT, NPS), retention, and renewal rates.
• Collaborate with Marketing and Communications to highlight client success stories and promote global capabilities.
• Drive a “Client-First Mindset” across all teams, creating a culture of accountability, responsiveness, and empathy.

Director of Client Experience

Financial Planning and Analysis

• Lead all financial operations including budgeting, forecasting, cash flow management, and financial reporting
• Oversee P&L performance across branches with deep understanding of mortgage industry economics
• Develop financial models and KPIs that support rapid scaling
• Partner with leadership on strategic planning, capital allocation, and growth initiatives
• Manage relationships with banking partners, auditors, and regulatory bodies
• Build and mentor the finance team as the company continues to grow
• Ensure compliance with mortgage industry regulations and reporting requirements

Chief Financial Officer

Content Marketing Manager

• Drive overall content strategy and manage editorial calendar to ensure coordinated execution across all channels and position the company as the thought leader in AI transformation
• Plan and execute integrated content campaigns around major launches and thought leadership initiatives to drive awareness and pipeline
• Develop sales enablement materials and customer marketing assets, including case studies, testimonials, pitch decks, one-pagers, and ROI calculators to support pipeline conversion
• Strategically position the co-founder as a thought leader in AI transformation through targeted content, speaking opportunities, and participation in key industry conversations
• Launch newsletter and write pieces for it, curating industry news and rotating content between transformation autopsy, blueprint, Index analysis, and operator playbook formats
• Create social content for LinkedIn and X/Twitter, transitioning from curation-heavy to original-heavy as proprietary content from client work increases
• Launch and coordinate weekly podcast production, including guest scheduling, contractor management, creating clips, and multi-channel repurposing
• Identify speaking opportunities for the PR partner to pitch, creating compelling angles and narratives, then manage event logistics, including coordination, content prep, and follow-up
• Execute multi-channel distribution strategy across LinkedIn, X, YouTube, and blog, repurposing content to maximize reach and implementing SEO/AEO for discoverability
• Leverage data-driven decision making through content performance analytics and A/B testing, manage AI-powered content repository and brand voice frameworks, and monitor competitive landscape to maintain differentiation

Head of Content Marketing

Brand Manager

• Own the brand positioning, story, voice, and visual identity across all channels.
• Develop and evolve a clear narrative that differentiates the company in the wellness and creator economy.
• Create messaging frameworks that enable consistent storytelling across teams and platforms.
• Lead the strategy, development, and execution of integrated brand campaigns (digital, paid, social, video, events, partnerships).
• Partner with internal teams and creative vendors to produce world-class content—from brand videos to landing pages to social.
• Ensure creative quality, coherence, and alignment with brand guidelines.
• Own content strategy: blogs, resources, customer stories, thought leadership, newsletters, and owned media.
• Build a storytelling engine that positions the company as a leader in the business of wellness.
• Oversee editorial calendars and ensure a consistent flow of compelling, high-quality content.
• Oversee organic social strategy and execution to grow the company’s reach and elevate brand engagement.
• Partner with the community team on creator spotlights, wellness stories, and UGC alignment.
• Lead brand-driven partnerships with creators, vendors, and wellness organizations.
• Partner with Events Marketing to ensure brand consistency across all company-hosted and sponsored events.
• Collaborate closely with Demand Generation to align brand and performance strategies.
• Work with Product Marketing on category creation, launches, and GTM storytelling.
• Partner with Sales and CX to ensure customer-facing materials and experiences reflect the company's brand values.

Director, Brand Marketing

Recruitment

• Own hiring outcomes for U.S.-based clients
• Define hiring strategy and guide decision-making throughout the hiring process
• Focus on talent acquisition strategy, calibration, and delivery quality

Principal Recruiter

Engineering Manager

• Own engineering end-to-end: architecture, technical direction, quality, and scalability
• Lead delivery across product and engineering—turning product goals into shipped reality
• Design, build, and own AI-driven systems, including agents, decision engines, and model-backed workflows
• Set the technical strategy for how they use AI responsibly, reliably, and at scale
• Stay hands-on in the code while also setting the long-term technical vision
• Lead and mentor the engineering team; help build the team and culture over time
• Partner closely with the CEO on roadmap decisions, sequencing, and technical tradeoffs
• Make clear, pragmatic decisions around build vs buy, infrastructure, and integrations
• Anticipate technical risk and address it before it becomes a blocker