TAXWELL

Analyst

• Monitor, detect, and analyze fraudulent activity, trends, and emerging patterns
• Investigate suspicious account activity and document findings, actions taken, and outcomes
• Manage and respond to incoming requests and emails from internal support teams and external customers
• Handle inbound and outbound calls with internal departments and customers as needed
• Collect and prepare data in response to subpoenas issued to the company
• Provide actionable insights and recommendations to mitigate fraud and security risks
• Collaborate with cross-functional teams to improve fraud prevention processes and controls

Fraud Analyst

Full-stack Engineer

• Lead architecture, design, and delivery of key platform capabilities
• Collaborate with product and design to shape solutions
• Evaluate and prototype new technologies
• Act as a technical lead for high-impact initiatives
• Utilize AI-powered development tools

Principal Software Engineer

Account Executive

• Drive ancillary cross-sell and upsell opportunities across customer accounts
• Support enrollment-based sales goals for various products
• Assist customers in selecting the most appropriate core product packages
• Engage in proactive outreach initiatives designed to improve customer retention
• Serve as a knowledgeable point of contact for customers
• Accurately document customer interactions and opportunities in CRM tools
• Collaborate with internal teams to ensure a seamless customer experience

Client Account Executive

Sales Development Rep

• Conduct research to identify potential clients and key decision-makers in target markets.
• Utilize various channels (cold calling, email campaigns, social media, etc.) to generate and qualify leads.
• Initiate first contact with potential clients to understand their business needs and challenges.
• Clearly communicate how Drake Software’s solutions can provide tailored benefits and resolve specific pain points.
• Maintain accurate and up-to-date records of all lead interactions and follow-ups in the CRM system.
• Manage and nurture leads through the sales funnel to schedule appointments, demos for the sales team and warm transfers.
• Work closely with the sales and marketing teams to develop effective strategies and campaigns.
• Meet or exceed monthly and quarterly targets for lead generation, qualification, and appointment setting.

Sales Development Representative

Product Manager

• Hire, coach, and develop a strong team of product managers.
• Define and drive the overall product roadmap across key initiatives, ensuring it reflects customer needs, business goals, and industry trends.
• Guide product managers in using data and customer feedback to inform priorities and validate solutions.
• Foster close collaboration across cross-functional teams and maintain strong relationships with stakeholders.
• Ensure product decisions account for business constraints, technical feasibility, and compliance requirements.
• Monitor the competitive landscape and evolving needs of tax professionals to identify opportunities and risks.

Fraud Analyst

Principal Software Engineer

Client Account Executive

Sales Development Representative

Director, Product Management