Versapay

Revenue Operations

• Drive core operating rhythms including weekly forecasting and bookings updates, pipeline reviews, and monthly/quarterly business reviews.
• Refine data models and processes to improve forecasting accuracy and predictability.
• Enforce stage definitions, rules of engagement, and data standards in our CRM.
• Build and maintain strategic dashboards, KPI scorecards, and performance metrics to inform decisions across Sales, Customer Success, and Marketing leadership.
• Enhance analytics and reporting frameworks to track key sales metrics and trends. Enable sales leaders to act on data by providing actionable insights.
• Deliver insights suitable for executive presentations, including quarterly business reviews (QBRs), board presentations, and recurring business reviews.
• Partner with the Analytics team to maintain data accuracy, ensure consistency, and optimize self-service reporting.
• Partner with Sales, Finance, and Marketing on bookings plan modeling, including target setting, and capacity modeling across GTM teams.
• Facilitate quota allocation and support compensation planning and analysis.
• Support annual goals and key strategic initiatives by working on goal design, reporting, inspection, and insights.
• Responsible for process governance and managing quote-to-close execution.
• Collaborate with Legal, Finance, Pricing Team, and Sales leadership to ensure policy alignment.
• Track and report on deal desk performance and policy exceptions.
• Drive alignment among leadership stakeholders to support seamless GTM execution.
• Continuously streamline and improve best practices, including processes, policies, and tools.
• Support the selection, integration, and optimization of the Sales Tech Stack (e.g., SalesLoft, ZoomInfo), with a strong focus on leveraging AI-powered platforms to enhance productivity and insights.

Revenue Operations Manager

Engineering Manager

• Manage, mentor, and develop multiple engineers, fostering a collaborative and high-performance culture
• Conduct regular 1:1s, provide feedback, support career growth, and facilitate professional development opportunities
• Set clear goals, evaluate performance, and guide team members through growth plans and reviews
• Participate in architecture design, sprint planning, code reviews, and technical specifications as needed
• Ensure timely and high-quality delivery of software releases across squads
• Work closely with Technical Leadership, Product, QA, DevOps, and other stakeholders to align priorities and deliver business value
• Champion best practices in software engineering, including CI/CD, automated testing, observability, and performance optimization
• Contribute to long-term platform strategy, roadmap planning, and resource allocation
• Foster an environment of trust, inclusion, and accountability

Software Engineering Manager – AR Automation

Salesforce Administrator

• Own day-to-day Salesforce administration: User management, profiles/permission sets, page layouts, record types, list views, Lightning App Builder, Dynamic Forms, sandbox hygiene, and data hygiene.
• Design with users in mind: Build intuitive, scalable solutions (primarily with Flows) that prioritize user experience and drive self-service for our business stakeholders.
• Support core clouds: Sales Cloud- Lead/Account/Opportunity management, Products/Price Books, Quotes, forecasting/reporting. Service Cloud- Case management, automation/bots, knowledge. Revenue Cloud/CPQ (exposure or learning path)- Product/rule basics, pricing concepts, quote templates, subscriptions & assets.
• Triage and troubleshoot: Work tickets, investigate issues (logs, field history, sharing, Flow debug), and deliver fast, reliable fixes.
• Collaborate like a BA: Facilitate requirement workshops, clarify “the ask,” map current/future processes, and translate requirements into clear admin-ready designs.
• Ship safely and quickly: Manage sandboxes, build/test changes, support UAT, and move work through release processes with strong documentation.
• Enable the business: Create training, quick guides, and in-app guidance to promote self-service and reduce repeat questions.
• Data & insights: Build/maintain reports and dashboards that help teams make decisions.
• Interpret integrations (in partnership with developers as needed): Support, test, and document integrations across marketing, customer engagement, and ERP.

Account Manager

• Develop and maintain strong, trust-based relationships with key SI and VAR partners in the NetSuite ecosystem.
• Serve as the primary point of contact for partner inquiries, escalations, and strategic alignment.
• Conduct regular business reviews, planning sessions, and enablement workshops with partners.
• Design and deliver enablement programs to educate partners on our solutions, sales tools, and best practices.
• Support partner onboarding, certification, and activation to ensure rapid ramp-up and success.
• Collaborate with partners to identify new market opportunities, co-market solutions, and drive pipeline growth.
• Launch and manage joint GTM campaigns with SI/VAR partners, including product launches, co-marketing initiatives, and field enablement.
• Oversee account mapping, pipeline development, and demand generation activities.
• Track and report on partnership KPIs, including bookings, revenue, customer acquisition, and share of wallet.
• Oversee partnership operations, including contract management, program compliance, and reporting.
• Work closely with internal teams (product, sales, marketing, customer success) to deliver seamless joint solutions and customer experiences.
• Ensure integration of our technologies with NetSuite and partner platforms.
• Represent the company at NetSuite and industry events, partner summits, and conferences.
• Advocate for the needs of SI/VAR partners internally, ensuring their feedback informs product and strategy decisions.

Partner Account Manager – NetSuite SI/VAR

Frontend Engineer

• Design System creation:work with engineering teams tostand up a modern design system using Figma, React, Storybook, and other modern tools that bridge the divide between design and code.
• Establish Modern Workflows: Introduce and champion new methodologies that leverage AI tools like Cursor. Create processes that allow rapid iteration from design concept to functional prototype.
• Maintain the Design-to-Code Pipeline:maintain design system components in Storybook that developers actually want to use, ensuring consistency across our platform.
• Mentor and Scale: Share your hybrid skill set with the broader product team, helping establish design and development practices that scale with our growing platform.

Senior Front-end Developer – Contract

Customer Success Manager

• Own the customer lifecycle: Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number. Facilitate training and enablement sessions, regular cadence calls and Executive Business Reviews (EBR's) with customers.
• Drive growth and retention: Build and maintain Strategic Account Plans in collaboration with your customers, including retention and growth strategies. Create shared KPI's that are reviewed, mapped, and measured.
• Advocate for the customer: Interact with sales, professional services, and product team members on projects to connect client wishes to the larger business strategy. Effectively represent your customers in driving product development for new integrations and features.
• Resolve customer problems: Maintain visibility into customer issues and requests in partnership with our Customer Care team, ensuring customers are updated regularly. Act as a point of escalation for high severity requests and work cross-functionally to drive resolution.
• Propose improvements: Coordinate with other teams across our organization to propose scalable improvements to our customer journey. Identify problems that affect multiple clients and forecast what those trends mean for future attrition.

Customer Success Manager – Merchant Services

Account Executive

• Drive revenue of our industry-leading AR automation, collaboration, cash application, and digital payment solutions.
• Convert qualified leads from our SDR team into opportunities and close new business consistently at or above quota level, collaborating with your SDR counterpart on the outbound targets and campaigns, managing a growing funnel of opportunities in Salesforce and using other tools to give you a defined approach.
• Represent the Versapay brand. Lead and define account strategy, articulate the value proposition to prospects, and educate them on how our product provides a customer-centric experience to reduce DSO and manual resources, and streamline OPEX.
• Own your patch and set strategy of where we target business, traveling to meet clients (when we can) and seasonally representing us at trade shows and industry events.
• Educate and guide prospects through the buyer’s journey, dissecting and qualifying their business goals to determine if Versapay can be a strategic investment for them to get paid faster and provide a great online experience for their customers.
• Become an expert in how CFOs/CAOs/CIOs think about their business and what Controllers/Treasurers value most.
• Create solid relationships with prospects and inspire them to push the boundaries of their financial operations with our platform and payment services.

Senior Account Executive

• Drive revenue of our industry-leading AR automation, collaboration, cash application, and digital payment solutions.
• Convert qualified leads from our Channel Partner Management team into opportunities and close new business consistently at or above quota level, collaborating with partners on identifying leads within our target market, working campaigns, managing a growing funnel of opportunities in Salesforce and using other tools to give you a defined approach.
• Represent the Versapay brand. Lead and define account strategy, articulate the value proposition to prospects, and educate them on how our product provides a customer-centric experience to reduce DSO and manual resources, and streamline OPEX.
• Own a book of partners and build a strategy of where we target business, traveling to meet clients (when we can) and seasonally representing us at trade shows and industry events.
• Educate and guide prospects through the buyer’s journey, dissecting and qualifying their business goals to determine if Versapay can be a strategic investment for them to get paid faster and provide a great online experience for their customers.
• Know how CFOs/CAOs/CIOs think about their business and what Controllers/Treasurers value most.
• Create solid relationships with prospects to inspire them to push the boundaries of their financial operations with our platform and payment services.

Senior Account Executive, Channel Sales

Senior Account Executive – Channel Sales

Operations

• Manage and audit daily settlement operations across ACH, wire, card, and alternative payment methods.
• Monitor and resolve exceptions, rejects, and discrepancies in payment processing.
• Ensure accurate posting of returned items and alignment with invoice reconciliation.
• Reconcile daily transactions and investigate discrepancies.
• Escalate unresolved issues and coordinate with internal and external stakeholders.
• Lead automation initiatives to reduce manual intervention and improve operational efficiency.
• Collaborate with Product and Engineering teams to enhance payment workflows and system capabilities.
• Prepare and analyze reports on payment activities and settlement performance.
• Identify trends and recommend process improvements.
• Ensure adherence to internal controls, regulatory requirements, and audit standards.
• Serve as the escalation point for payment-related issues and partner with Legal and Compliance teams as needed.
• Supervise and mentor a team of settlement analysts and specialists.
• Conduct performance reviews, set KPIs, and foster a culture of continuous improvement.
• Partner with Finance, Accounting, Customer Support, and external vendors (e.g., Telecheck, Fiserv, Worldpay) to ensure seamless operations.
• Provide strategic input on new payment products and services.

Payments Settlement Operations Manager

Product Manager

• Assist in defining product vision, strategy, and roadmap
• Conduct market research and competitive analysis to identify trends and opportunities
• Collaborate with cross-functional teams including engineering, design, and marketing
• Gather and analyze customer feedback to inform product decisions
• Support the development and launch of new product features
• Monitor product performance and suggest improvements
• Prepare product documentation and presentations for stakeholders

Product Management Intern

Email Marketing Manager

• Develop and execute a comprehensive email marketing strategy aligned with business goals.
• Map customer journeys and identify key touchpoints for automated and targeted communication.
• Design, build, and optimize multi-touch nurture streams for different audience segments (industry, persona, funnel stage) to guide leads from awareness to sales-readiness.
• Manage and deploy campaigns to support top-of-funnel activities, including webinars, content downloads, and event promotions.
• Promote content to attract and capture new leads.
• Nurture MQLs with case studies, product info, and demo offers.
• Create targeted campaigns to drive conversions and sales conversations.
• Develop programs for onboarding, feature adoption, upsell/cross-sell, and retention.
• Maintain database health, develop segmentation strategies, and leverage personalization for engagement.
• Continuously test subject lines, copy, CTAs, send times, and design to improve performance.
• Monitor and report on KPIs (open rates, CTR, conversions, pipeline influence) and use insights to iterate strategy.
• Manage marketing automation platforms (e.g., HubSpot, Marketo, Pardot, ActiveCampaign) and ensure compliance with CAN-SPAM, GDPR, etc.
• Partner with content, product marketing, and sales teams to ensure cohesive messaging.

• Develop and execute a comprehensive email marketing strategy aligned with business goals.
• Map customer journeys and identify key touchpoints for automated and targeted communication.
• Design, build, and optimize multi-touch nurture streams for different audience segments (industry, persona, funnel stage).
• Manage and deploy campaigns to support top-of-funnel activities, including webinars, content downloads, and event promotions.
• Create targeted campaigns to drive conversions and sales conversations.
• Develop programs for onboarding, feature adoption, upsell/cross-sell, and retention.
• Maintain database health, develop segmentation strategies, and leverage personalization for engagement.
• Continuously test subject lines, copy, CTAs, send times, and design to improve performance.
• Monitor and report on KPIs (open rates, CTR, conversions, pipeline influence) and use insights to iterate strategy.
• Manage marketing automation platforms (e.g., HubSpot, Marketo, Pardot, ActiveCampaign) and ensure compliance with CAN-SPAM, GDPR, etc.
• Partner with content, product marketing, and sales teams to ensure cohesive messaging.

• Iterate existing experiences, drive data-led experiments and deliver new AI/ML products
• Set vision and direction for product; identify opportunities for cross-product collaboration and unification
• Identify product features leveraging technology, data, ML/AI to provide differentiated value to suppliers and buyers
• Lead product end-to-end as part of dedicated squads through discovery, development, and go-to-market
• Know the product and customers; participate in design sessions, prototypes, and iteration planning
• Lead agile cadences with designers and engineers; collaborate with Marketing, Professional Services, Sales, and Success
• Conduct market research and user analysis; design hypotheses and experiments to test and learn
• Lead requirement gathering, technical specifications, user testing, and launch strategy; define backlog, epics, and user stories
• Create customer-facing and internal documents, presentations, articles, and training; facilitate adoption and success of go-to-market plans

Product Manager, AI/ML

• Own and evolve the Microsoft partnership strategy, aligning with both organizations’ business objectives and technology roadmaps
• Serve as executive liaison to strategic VAR and ISV partners in the Microsoft channel and foster trusted relationships across sales, product, marketing, and partner management
• Lead joint planning sessions, executive business reviews, and strategic workshops to accelerate partnership outcomes
• Drive adoption of Microsoft cloud solutions, ERP integrations, and co-innovation initiatives
• Build, onboard, enable, and activate VAR partners through training, certification, and joint sales plays
• Launch and manage joint GTM campaigns with Microsoft and VAR partners, including product launches, co-marketing, and field enablement
• Oversee account mapping, pipeline development, demand generation, and track partnership KPIs (bookings, revenue, customer acquisition, share of wallet)
• Manage partnership operations including contract management, program compliance, and reporting
• Collaborate cross-functionally (product, sales, marketing, customer success) to deliver integrated solutions and customer experiences
• Represent Versapay at Microsoft and industry events; facilitate executive alignment and advocate partner feedback into product and strategy

Partner Manager

• Iterate existing experiences, drive data-led experiments and deliver brand-new products
• Unify product strategy: set vision and direction, identify opportunities for cross-product collaboration and execute on strategies
• Identify progressive product features leveraging forward thinking technology, data, and tools, including ML or AI
• Own the Product Development Life Cycle: lead product end-to-end as part of dedicated squads from discovery through go-to-market
• Be the expert on the product and customer: participate in market and technical design sessions, prototypes, and iteration planning
• Partner across teams: lead agile cadences with designers and engineers; collaborate with Marketing, Professional Services, Sales, and Success leaders
• Conduct in-depth market research and user analysis to identify opportunities and design hypotheses and experiments
• Operate in a complex cross-functional environment, leading and influencing others for timely decision making
• Drive progress: lead development from ideation to launch, define and prioritize backlog, develop epics and write user stories; create customer-facing and internal documentation and facilitate launch and adoption

Product Manager – AI/ML

• Own and evolve the Microsoft partnership strategy, ensuring alignment with business objectives and technology roadmaps
• Serve as the executive liaison to strategic VAR and ISV partners in the Microsoft channel
• Lead joint planning sessions, executive business reviews, and strategic workshops to accelerate partnership outcomes
• Drive adoption of Microsoft cloud solutions, ERP integrations, and co-innovation initiatives
• Build and nurture relationships with top VARs, supporting their success through enablement, training, and joint sales plays
• Develop and execute programs to onboard, certify, and activate new VAR partners
• Launch and manage joint GTM campaigns with Microsoft and VAR partners, including product launches and co-marketing initiatives
• Oversee account mapping, pipeline development, demand generation, and track partnership KPIs
• Oversee partnership operations including contract management, program compliance, and reporting
• Collaborate with internal teams (product, sales, marketing, customer success) to deliver seamless joint solutions
• Ensure integration of Microsoft technologies with our ERP and payment platforms
• Represent the company at Microsoft and industry events, partner summits, and conferences
• Advocate for the needs of Microsoft and VAR partners internally to inform product and strategy decisions

Financial Planning and Analysis

• Work on the annual budgeting and forecasting processes for OpEx, working closely with C-level executives and department leaders to develop accurate operating expense models
• Develop and maintain sophisticated financial models (P&L, Balance Sheet, Cash Flow) to evaluate business opportunities, assess risks, and forecast financial performance
• Prepare and present comprehensive financial reports and dashboards to senior leadership, highlighting KPIs, variances against budget/forecast, and actionable insights
• Partner with cross-functional teams for long-term strategic planning, scenario analysis, and evaluation of potential investments and initiatives
• Identify opportunities to streamline and enhance FP&A processes, leveraging technology and best practices to drive efficiency and scalability
• Prepare month-end reporting, reporting to parent company, and Board deck presentations; research trends and create financial commentary
• Report to the Vice President of Financial Planning & Analysis and collaborate with Finance Leadership and other departments on software spend, professional fees, and revenue backlog management

Financial Planning and Analysis Analyst

• Define and execute the strategic vision for customer success, retention, and growth across enterprise merchant portfolio
• Build, mentor, and scale a team of Customer Success Managers; establish goals, KPIs, and career paths
• Oversee strategic relationship management for highest-value accounts and create executive relationships
• Own and exceed portfolio revenue targets including retention, expansion, and customer health metrics
• Establish strategic account planning frameworks and lead high-stakes negotiations and resolutions
• Develop predictive indicators and early warning systems to identify at-risk accounts and growth opportunities
• Collaborate with Product, Sales, and Professional Services to ensure customer needs drive roadmap and GTM strategies
• Partner with Finance on forecasting models and metrics for customer success performance
• Lead organizational change initiatives to improve customer experience and team efficiency
• Design and implement customer success technology stack and scalable processes
• Create and oversee customer success programs: onboarding, training, advocacy, EBRs, voice-of-customer, and health scoring

Director, Customer Success – Merchant Services

• Seamlessly transition customers from onboarding to long-term adoption and manage customer lifecycle
• Focus on growing installed base revenue through cross-sells, upsells, and renewals
• Conduct training sessions, regular cadence calls, and Executive Business Reviews (EBRs)
• Develop and maintain Success Plans and create/track shared KPIs for retention and growth strategies
• Collaborate with sales, professional services, support, underwriting, marketing, and product teams to represent customer needs
• Partner with Customer Care to maintain visibility into customer issues and act as advocate for high-severity requests
• Drive cross-functional resolution efforts and propose scalable enhancements to the customer journey
• Identify and analyze multi-client issues to forecast potential churn risks
• Report to the Director of Customer Success and serve as strategic advisor to customers

Backend Engineer

• Design, develop, and test fullstack product features that meet business and technical requirements.
• Collaborate with your squad to plan, scope, and implement new features and enhancements.
• Estimate work methodically based on iterative learning and agile best practices.
• Investigate and resolve performance, scalability, security and data integrity issues.
• Participate in code reviews, architecture discussions, and technical decision-making.
• Work closely with Product, QA, DevOps, and Customer Care to deliver value to our users.
• Contribute to R&D efforts to ensure our platform is scalable, reliable, and secure.
• Mentor junior engineers and foster a culture of continuous learning and improvement.

Senior Full-Stack Software Engineer, React & Ruby on Rails

Sales

• Develop and execute sales enablement strategies: This includes identifying needs, defining priorities, and creating plans to improve sales effectiveness
• Defining with leadership the core sales methodology at Versapay: Understanding current sales processes, aligning with leadership on current gaps, making change, documenting updates
• Design and deliver sales training: Creating and implementing onboarding programs, ongoing training, and coaching to improve sales skills and knowledge
• Analyze early areas for quick wins in training: Glean insights from data where sales processes stall and/or are lost, what can be learned and coached
• Create and manage sales content: Developing playbooks, presentations, case studies, and other resources that support the sales team
• Collaborate with other teams: Working closely with marketing, product, and sales leadership to ensure alignment and effective communication
• Provide ongoing support and feedback: Serving as a resource for the sales team, addressing their questions, and providing guidance on best practice
• Spearheads movement of GTM transformation to AI: Identifying areas in Sales and Customer Success process where AI can be leveraged to automate content, training and streamlining workflows and inefficiencies in the sales cycle
• Provides key input into sales technology needs and where AI can be leveraged in existing tools: Working closely with Director, Revenue Operations to identify and manage platforms to drive consistent adoption among sales teams
• Stay up-to-date on industry trends and best practices with AI: Continuously learning and adapting to the evolving landscape of sales enablement and leveraging AI

Revenue Operations Manager

Software Engineering Manager – AR Automation

Salesforce Administrator

Partner Account Manager – NetSuite SI/VAR

Senior Front-end Developer – Contract

Customer Success Manager – Merchant Services

Senior Account Executive

Senior Account Executive

Senior Account Executive, Channel Sales

Senior Account Executive – Channel Sales

Payments Settlement Operations Manager

Product Management Intern

Email Marketing Manager

Email Marketing Manager

Product Manager, AI/ML

Partner Manager

Product Manager – AI/ML

Partner Manager

Financial Planning and Analysis Analyst

Director, Customer Success – Merchant Services

Customer Success Manager

Senior Full-Stack Software Engineer, React & Ruby on Rails

Manager, Sales Enablement