Swiftly

Events

• Own end-to-end logistics execution for 20+ partner and industry events per year, working from event strategy, vendor selections, and budgets set by senior leadership
• Manage and execute to all deadlines across a high-volume, overlapping event calendar
• Track spend and reconcile actuals against a pre-approved budget for each event; flag variances to leadership
• Coordinate with internal staff, partners, and vendors to confirm event requirements and logistics details, keeping senior leadership informed of status throughout planning
• Manage all cross-functional efforts to support pre-show activities and ensure they are completed on time including; email outreach, social media, marketing materials, sales enablement, swag and giveaways, and lead tracking
• Produce post event reports for Senior Leadership detailing event performance, tracking key metrics and assessing Return On Investment
• Lead all pre-show and post-show prep meetings
• Manage on-site preparations, including event set-up and breakdown
• Other duties as assigned

Senior Event Manager – Part Time

Sales

• Own and execute the full-cycle sales process for net-new grocery retailers
• Prospect and penetrate regional and enterprise grocery chains across the West and Central U.S.
• Develop territory strategy with your target account lists, and multi-threaded outreach plans
• Identify and engage C-suite stakeholders
• Identify key decision‐makers and develop action plans to deepen client relationships
• Develop and implement strategic account plans to maximize revenue potential and ensure long-term customer success
• Build and maintain strong client relationships, acting as a trusted advisor for retailers looking to enhance their digital capabilities
• Conduct high-impact sales presentations and product demonstrations to key decision-makers
• Leverage sales data and market insights to identify opportunities for expansion and optimize sales strategies
• Collaborate cross-functionally with marketing, product, and customer success teams to ensure smooth onboarding and ongoing engagement with clients
• Accurately forecast and report on sales performance, maintaining pipeline visibility in Salesforce
• Develop an intimate understanding of Swiftly’s business and our clients using a variety of sources
• Other related duties as assigned

Retail Sales Director

Customer Success Manager

• Own the end-to-end post-implementation relationship for mixed book of business for retailer accounts
• Act as the primary point of contact and trusted advisor for customer stakeholders to drive value from Swiftly’s core products
• Develop account success plans aligned to retailer goals, KPIs, and revenue targets
• Proactively identify risks, opportunities, and optimization paths
• Drive product adoption across Swiftly solutions (apps, web, retail media, audience optimizer) - track the success
• Evangelize customers knowledge of product services and advise them on how to grow their marketing programs
• Ensure customers understand and realize measurable value from the platform
• Lead regular business reviews (QBRs / MBRs) focused on performance, insights, and roadmap alignment
• Drive feedback, discovery and outcomes
• Translate data into clear, actionable recommendations for customers
• Drive renewals and retention outcomes (GRR / NRR) for your portfolio
• Identify and support upsell and expansion opportunities in partnership with Sales
• Support revenue growth initiatives including new features, media offerings, and pilots
• Partner closely with Implementation/solutions engineering during handoff and early lifecycle
• Coordinate with Support and Product to resolve issues and escalate feedback
• Represent the voice of the customer internally and influence product priorities
• Contribute to process improvements, playbooks, and scalable CS programs
• Maintain accurate account data, health scores, and forecasts in CRM / CS tools
• Track key metrics including adoption, usage, revenue performance, and NPS
• Follow established CS processes while contributing to continuous improvement
• Other related duties as assigned

Director

• Own the end-to-end renewal lifecycle for Audience Optimizer (AO) across Swiftly’s retailer portfolio in partnership with the assigned Sales Director
• Develop strategic account plans focused on retention, expansion, and long-term customer value
• Serve as a trusted advisor to retailer marketing, merchandising, loyalty, and executive leadership teams
• Analyze retailer business performance, campaign results, market trends, and competitive dynamics to identify opportunities and risks
• Translate campaign performance data and closed-loop measurement insights into actionable recommendations and business strategies
• Diagnose retailer challenges and develop creative solutions leveraging Audience Optimizer capabilities, including:
• Digital Circular Amplification
• Loyalty acquisition and engagement
• Competitive conquesting
• New customer acquisition
• Seasonal and promotional campaigns
• Store traffic and basket growth initiatives
• Lead strategic business reviews and planning sessions that connect campaign outcomes to broader retailer objectives
• Partner with Analytics and Ad Operations teams to identify performance drivers, optimization opportunities, and future campaign strategies
• Consult retailers on audience targeting, campaign planning, budget allocation, channel strategy, and measurement methodologies
• Build compelling renewal and expansion business cases through performance storytelling, data analysis, and strategic recommendations
• Establish and maintain executive-level relationships across retailer organizations
• Collaborate cross-functionally with Sales, Account Management, Analytics, Product, and Ad Operations teams to ensure successful campaign execution and customer outcomes
• Proactively identify risks to renewal and develop mitigation strategies to improve retention
• Maintain accurate forecasting for renewals, expansions, and growth opportunities
• Serve as a subject matter expert on Audience Optimizer, grocery marketing strategy, loyalty marketing, and digital media best practices
• Other related duties as assigned

Renewal Director

Product Manager

• Define and execute the multi-year roadmap and portfolio strategy for the Operations AI Stack
• Own the end-to-end product lifecycle for AI tools, from concept to live customer use
• Decide what to build, what to cut, and what to sequence, with a clear point of view on where AI creates durable advantage versus where it is table stakes
• Lead discovery, demos, and strategic conversations with retailers, distributors, and CPG brands at the C-suite and operational level
• Use customer pain to surface the next product; our wedge products open the door, and discovery tells us what to build next
• Partner with Engineering to drive AI products that meet a high bar on accuracy, reliability, and trust, where a number that does not reconcile is a lost deal
• Help drive go-to-market, including pricing, positioning, and the early sales motion
• Carry deals personally in a founder-led and product-led motion seeded by warm intros and referrals, then build the repeatable playbook
• Build the cross-sell and expansion logic that connects tools into one portfolio rather than a list of features
• Translate ambiguous business needs into scalable, high-impact AI products
• Mentor Product Managers as the AI portfolio grows
• Serve as the connective tissue between Product, Engineering, Revenue, and Operations
• Communicate vision, progress, and outcomes to executive leadership and stakeholders with clarity and credibility
• Other duties as assigned

Director of Product Management, AI

Sales Operations Manager

• Design and produce high-quality sales enablement materials including pitch decks, one-pagers, talk tracks, battle cards, and objection-handling guides
• Partner closely with Product Marketing to translate product updates and positioning into seller-ready narratives and assets
• Maintain a centralized, up-to-date enablement content library accessible to all revenue-facing teams
• Ensure all materials reflect consistent brand voice, messaging hierarchy, and competitive differentiation
• Develop and deliver internal training programs, workshops, and onboarding curricula to educate sellers on product capabilities, positioning, and sales methodology
• Build and manage role-specific learning paths for Sellers and Customer Success Managers
• Lead ongoing enablement sessions including product launch readiness, competitive updates, and skills-based coaching
• Partner with Sales leadership to identify skill gaps and design targeted programs to address them
• Serve as the connective tissue between Product Marketing, Sales, and Customer Success, ensuring a cohesive and consistent go-to-market approach
• Collaborate with Product Marketing on launch readiness, ensuring sellers understand new capabilities before they hit the market
• Partner with Revenue Operations to align enablement efforts with pipeline metrics and sales performance data
• Act as a feedback loop between the field and internal teams to continuously refine messaging and materials based on real-world seller experiences
• Define and track key enablement KPIs including content adoption, training completion rates, ramp time, and impact on win rates
• Continuously assess the effectiveness of enablement programs and iterate based on data and seller feedback
• Manage enablement tools and platforms (e.g., LMS, sales content management systems)
• Other duties as assigned

Senior Event Manager – Part Time

Retail Sales Director

Customer Success Manager

Renewal Director

Director of Product Management, AI

Director, Sales Enablement