Upstack Studio

Account Manager

• Build, maintain, and strengthen relationships with key Suppliers and TSDs.
• Act as the primary liaison between internal teams and suppliers for both operational and strategic priorities.
• Collaborate with suppliers on promotional offers and partner programs; ensure timely and clear internal communication.
• Support planning and execution of supplier-aligned go-to-market (GTM) marketing initiatives.
• Identify performance gaps across Sales, Marketing, Support, and Operations; recommend solutions to improve supplier impact.
• Conduct regular business reviews and performance audits to ensure supplier quality, innovation, and cost-efficiency.
• Own the collection, organization, and ongoing update of supplier/TSD data—services, territories, contacts, and processes—within the Enablement Hub.
• Ensure visibility of supplier Market Development Funds (MDF) and incentive programs.
• Track and manage MDF usage and incentive credits across the organization.
• Align internal sales efforts to supplier priorities, strategies, and promotions.
• Participate in the vetting and onboarding of new suppliers.
• Lead cost-optimization initiatives without compromising quality or delivery timelines.
• Drive supplier innovation and continuous improvement to support future business strategies.
• Coordinate supplier-led trainings, meetings, and knowledge-sharing sessions.
• Support marketing campaigns and supplier-sponsored events.

Supplier Relations Manager

Accounting Manager

• Lead and develop the accounting team across financial reporting, billing, collections, payroll, and ad hoc analysis
• Establish and maintain strong internal controls and accounting guidelines.
• Ensure compliance with federal and state regulations.
• Oversee the preparation of timely and accurate financial statements, activity reports, and covenant reporting.
• Manage tax planning activities throughout the fiscal year.
• Conduct financial analysis related to capital investments, pricing strategies, and contract negotiations.
• Complete additional projects and duties as needed to support the Finance organization.

Senior Accounting Manager

Performance Marketing

• Own the performance marketing roadmap, including channel strategy (search, social, display, etc.), campaign setup, optimization, reporting, and analytics
• Set up analytics, tracking, and attribution infrastructure (Google Analytics, Tag Manager, CRM integration)
• Develop campaign management frameworks, naming conventions, SOPs, and reporting templates
• Run rigorous experiments (A/B and multivariate tests) on creatives, landing pages, audiences, and bidding strategies to optimize CPA, ROAS, and LTV
• Analyze campaign data for actionable insights and communicate results clearly to founders and stakeholders
• Collaborate with the founder to iterate, troubleshoot, and refine growth initiatives
• Over time: scale the function, transition into department ownership, and lead hiring, training, and development of the performance marketing team

Performance Marketing Leader

Analyst

• Validate and standardize incoming commission reports.
• Import commission data into internal systems such as RPM and Salesforce.
• Review and analyze commission data to ensure accuracy, identify variances, dropped accounts, and discrepancies.
• Synthesize data from multiple sources to validate commission outcomes.
• Navigate and negotiate challenging conversations around commission issues.
• Manage disputes with suppliers and TSDs through to resolution.
• Provide excellent customer service and conflict resolution to advisors, suppliers, and internal stakeholders.
• Oversee and manage collection efforts.
• Collaborate daily with suppliers to ensure timely receipt of commissions.
• Build and maintain strong working relationships with Advisors, TSDs, and Suppliers.
• Serve as a resource to answer commission-related inquiries and ensure a positive advisor experience.
• Partner with internal teams across departments to leverage resources in support of advisor needs.
• Share insights from commission data to support operational and business decisions.
• Assist in creating and implementing new processes to drive efficiency and accuracy.
• Identify opportunities to automate or streamline manual tasks.
• Meet and exceed deadlines consistently.
• Perform other assigned duties as needed.

Commission Experience Analyst

Business Development Rep

• UPSTACK is the leading full-service technology advisory firm transforming how businesses design, source, implement, support, and optimize IT infrastructure
• Identify, engage, and nurture prospective clients to drive pipeline growth and revenue expansion
• Proactively identify and engage prospective customers through outbound efforts (cold calls, emails, social selling, etc.)
• Qualify leads and set up high-value meetings for the sales team
• Develop a strong understanding of our business model, value proposition, and industry landscape
• Collaborate with sales leadership, AVPs, and Marketing to refine outreach strategies and drive measurable pipeline growth
• Track and manage outreach efforts in Salesforce to ensure a consistent and data-driven approach
• Maintain a pulse on industry trends and competitive insights to optimize sales outreach
• Work toward a transition into a leadership position, contributing to the future expansion of the BDR function

Supplier Relations Manager

Senior Accounting Manager

Performance Marketing Leader

Commission Experience Analyst

Client Engagement Advisor, Senior BDR