Wisetack

Customer Success Manager

• Onboard new customers using different channels (phone calls, video conferencing, emails and text messaging)
• Educate new customers about the benefits Wisetack brings to their business
• Executing ad-hoc activation campaigns, as determined by business needs
• Communicating merchant needs and feedback to the broader organization (especially product, marketing, and partner managers)
• Collaborate actively with the growth and product teams to ensure consistent experience, share learnings, and consolidate feedback

Customer Success Associate

Analyst

• Perform in-depth reviews and investigations of new and existing merchant and borrower accounts to manage and mitigate any fraud risks
• Conduct phone interviews to ensure the identities of potential and current customers with high fraud risk attributes
• Write Questionable Activity Reports related to fraud investigation findings for the compliance team and external partners
• Work cross-functionally with internal stakeholders such as the Support, Growth, Compliance, Risk teams and act as a subject matter expert for any customer issues related to fraud operations
• Continually monitor and identify fraud-related trends through ongoing analysis
• Analyze and propose improvements to current fraud operations processes to enhance fraud detection and prevention
• Manage partnerships with Credit Reporting Bureaus, including credit reporting escalations and other administrative needs

Fraud Analyst

Growth Marketing

• Define and execute growth strategies that drive merchant acquisition, activation, and retention
• Own the acquisition funnel end-to-end, optimizing CAC, conversion, and activation
• Lead small, fast, data-driven experiments across paid, organic, partner, lifecycle, and referral channels
• Partner with the Sales Development Representative team to build out ABM campaigns
• Partner cross-functionally with Sales, Account Management, RevOps, and Analytics to optimize user journeys
• Build and manage dashboards and reporting frameworks
• Establish playbooks and frameworks for experimentation

Senior Growth Marketing Manager

Account Executive

• Drive the sales process from start to close for merchants referred by partners.
• Onboard prospects and help them become active users of Wisetack financing, generating issuance volume.
• Develop a high-quality pipeline of mid-market and enterprise merchants with the goal of driving higher loan issuance for Wisetack.
• Regularly meet with our partners to ensure alignment as we target priority merchants.
• Perform product demonstrations with prospects using screen share over Zoom.
• Develop a detailed understanding of Wisetack’s value proposition, partnerships, and product features in order to articulate the benefits to prospects.
• Develop insights about your target group and communicate product and marketing needs back through both Wisetack’s organization and our partners’.
• Collect feedback from merchants that can be leveraged to improve our partnerships and integrations.
• Demonstrate good pipeline hygiene by maintaining a complete, accurate, up-to-date sales pipeline and activity log on Salesforce.
• Where necessary, attend industry conferences to meet with prospects and generate new leads.

Partnerships Account Executive

Sales Development Rep

• Identify and initiate pipeline discussions with potential Wisetack merchants, while handing off qualified prospects to the Account Executive (AE) team.
• Develop creative outreach campaigns to initiate discussions with target merchants to populate the upper sales funnel. Where appropriate, collaborate with Account Executives and other Growth team managers to inform outreach strategies and prioritize based on impact.
• Generate new, high-quality leads that are aligned with Wisetack’s goals. Manage target prospects through the initial stages of the business development lifecycle.
• Develop a detailed understanding of Wisetack’s value proposition (to borrowers and merchants) and product features in order to articulate the benefits to prospects.
• Engage in comprehensive sales discussions with prospects to assess their business needs and communicate how Wisetack financing addresses those needs.
• Develop insights about your target group and communicate product and marketing needs back through the Wisetack organization.
• Where necessary, attend industry conferences to meet with prospects and generate new leads.

Sales Development Representative

Account Manager

• Manage a portfolio of merchants to foster long-term relationships, measured by increase in financing volume and share of wallet with each merchant.
• Support business development and partnerships in closing new deals and assist with the onboarding to Wisetack.
• Help new and existing merchants get up to speed quickly on our offerings.
• Communicate merchant needs and feedback to the broader organization (especially product, marketing, and partnerships).
• Actively collaborate with the support and customer operations team to ensure we’re doing what we can to create consistent experiences, sharing learnings, and consolidating feedback.

Strategic Account Manager

• Act as business owner for a portfolio of software partners, driving strategic initiatives that generate significant revenue growth.
• Lead regular strategic meetings with internal teams and key partners to set quarterly goals, track KPIs, and ensure alignment on initiatives. Develop and maintain detailed agendas to drive focused discussions and measurable outcomes.
• Collaborate cross-functionally (including Account Executives, Solutions Engineers, Product Marketing Managers, and Account Managers) to plan and execute on partner strategies and product initiatives.
• Build strong, lasting relationships with partner stakeholders and act as their trusted advisor to help grow their business.
• Analyze key partner metrics to track performance, measure ROI, identify new growth opportunities and report on findings internally and with partners.
• Strategize, present and often execute on product or go-to-market initiatives that will drive revenue growth across the partnership.
• Synthesize insights and feedback from partners to advocate and collaborate with product management, account management and support teams to improve Wisetack’s offering for our partners.

Strategic Partnerships Manager

Data Engineer

• Evolve and maintain Wisetack’s data platform powering analytics, reporting, and operational data products.
• Build and maintain data pipelines that bring together internal and external sources.
• Contribute to dbt transformations, ensuring reliable, well-tested datasets for analytics and downstream consumers.
• Support operational data delivery via Dagster, configuring data models to be distributed across Slack, S3, and other delivery channels.
• Collaborate with engineering and business teams across the organization to make data accessible and useful.
• Ensure data quality, freshness, and documentation across the platform.
• Participate in code reviews, design discussions, and Agile ceremonies, contributing to a culture of continuous improvement.

Senior Data Engineer

Software Engineer

• Lead and manage a high-performing product development team
• Mentor, coach, and develop engineers to reach their full potential
• Collaborate with product and business stakeholders to plan and prioritize engineering work
• Contribute hands-on in Java and AWS to design, build, and deliver features
• Review code and technical designs to ensure quality, scalability, and security
• Partner with recruiting to identify, hire, and onboard top engineering talent
• Continuously improve engineering processes, tools, and automation to increase efficiency and quality
• Ensure production stability through incident management, troubleshooting, and root cause analysis
• Grow and move the business forward