Wrapbook

People Operations

• Live by and champion our values: Be Yourself, Own Your Work, Delight Customers, Lean Into Action, Be Compassionately Direct.
• Partner with and challenge senior leaders on complex people matters, including performance management, succession planning, compensation decisions, organizational design, and sensitive employee relations, ensuring alignment with business strategy and company values.
• Translate business goals into people recommendations to continuously improve team effectiveness.
• Lead talent calibration, succession planning, and performance management cycles across supported functions
• Analyze engagement, retention, and performance data to proactively identify risk and recommend solution
• Influence senior leaders through data-driven insights and courageous feedback
• Collaborate with the broader People team to maintain, innovate and design strategic and pragmatic solutions to improve engagement and performance.
• Drive change management efforts, ensuring employee and stakeholder impact are at the forefront of decisions and that changes are executed based on company values.
• Guide managers and leaders on sensitive employee relations matters while partnering with employees as a trusted confidant and advocate.

Senior People Business Partner

Accounting Manager

• Lead onboarding for clients adopting Wrapbook’s production accounting tools, ensuring seamless setup and strong early adoption.
• Deliver expert guidance on payroll configuration, production accounting workflows, and best practices throughout the onboarding lifecycle.
• Act as the primary point of contact for client-side production accounting questions during implementation and early use.
• Run training sessions and technical walkthroughs, clearly articulating both platform functionality and production accounting logic.
• Respond to integration challenges and provide workflow consultation in collaboration with Engineering, Product, and Customer Success.
• Translate common client questions into scalable resources like guides, FAQs, and SOPs.
• Share customer feedback and observed gaps with internal teams to support product iteration and improved client experience.
• Help transition accounts to long-term success and support teams with clean documentation and handoff clarity.

Production Accounting Specialist III

Accountant

• Own daily cash reconciliations of client funds across Wrapbook’s internal ledger and payment systems
• Investigate and resolve reconciliation differences in a high-volume transaction environment
• Identify, document, and manually record missing or incomplete money movements through journal entries
• Build a strong understanding of end-to-end money movement across Wrapbook’s systems
• Partner cross-functionally with Engineering, Product, Data, Client Operations, and Corporate Accounting
• Improve visibility and confidence in client fund balances and related assets and liabilities, supporting accurate financial reporting. Help define and mature reconciliation processes.
• Develop deep expertise in Wrapbook's money movement architecture, including how funds flow between client accounts, payment processors, banking partners, and internal systems
• Document and map end-to-end money movement workflows, building institutional knowledge of fund timing, dependencies, and edge cases
• Actively contribute to automation and AI-assisted reconciliation initiatives, helping translate real reconciliation pain points into scalable solutions

Staff Accountant – Client Funds

Customer Success Manager

• Diagnose & Clarify Operational Challenges
• Identify and analyze breakdowns across onboarding, customer success, and support workflows.
• Diagnose root causes of operational friction and translate them into clear, prioritized problem statements.
• Partner with post-sale leadership to align on business definitions of success, service levels, and operating priorities.
• Design & Implement Scalable Solutions
• Translate diagnosed operational challenges into clear, prioritized system and process requirements aligned to business outcomes.
• Design scalable workflows and operating models across onboarding, customer success, and support to reduce friction and improve reliability.
• Implement solutions through Salesforce configuration where appropriate, or produce detailed technical requirements for implementation by the GTM Systems Architect or contractors.
• Ensure reliable data capture, signal integrity, and consistent metric definitions across Salesforce and adjacent tools (telephony, chat, support platforms).
• Partner with systems stakeholders to evolve solutions in scalable, extensible, and secure ways.
• Partner with Success Leadership to proactively build salesforce processes to support scale, complexity, and new vertical expansion (e.g., Film & TV).
• Operationalize & Scale Execution
• Operationalize post-sale success metrics defined by Customer Success leadership, ensuring they are measurable and trusted in Salesforce as the system of record.
• Support Customer Success–led WBR, MBR, and QBR cadences by ensuring dashboards and reporting are aligned to agreed definitions.
• Ensure defined capacity assumptions and SLAs are observable in systems (without owning the underlying capacity model).
• Reduce reactive firefighting by replacing manual coordination with durable workflows and automation.
• Drive change management through documentation, enablement, and adoption support.
• Partner with AI Engineering to define requirements for cross-system workflows, while maintaining Salesforce-native automation ownership.

Customer Success Operations Manager

Performance Marketing

• Translate business strategy into revenue-generating campaigns: Turn GTM priorities, product launches, and revenue targets into integrated, multi-channel campaigns
• Own the campaign operating model: coordinate campaign tactics, timelines, and stakeholders including Product Marketing, Demand Gen, Sales, Client Operations, and Marketing Ops
• Monitor and optimize campaign efficacy: Partner with Demand Generation, Product Marketing, and Marketing Ops to drive clarity around audiences, messaging, campaign optimization, and success metrics
• Own Wrapbook’s webinar program: Run Wrapbook webinars from concept to completion, including execution, logistics, and live event management

Demand Generation Manager

• Define and own the product vision and roadmap for Production Accounting and related client integrations
• Translate company strategy into clear product bets, sequencing, and tradeoffs
• Define a clear point of view on how automation and AI should be leveraged to streamline production accounting workflows, reduce manual effort, and meaningfully improve customer experience
• Establish a clear point of view on how production accounting workflows should function within Wrapbook’s platform
• Set the strategy for accounting integrations and APIs, ensuring customers can reliably access, reconcile, and leverage their financial data across systems
• Balance short-term delivery needs with long-term platform and integration investments
• Own product direction for core accounting capabilities, including cost tracking, accruals, financial reporting, reconciliation, and auditability
• Ensure accounting workflows are accurate, consistent, and aligned with real-world production accounting practices, with strong data integrity across internal and external systems
• Partner closely with internal Accounting, Finance, and Operations teams to validate requirements, edge cases, and operational outcomes
• Lead, coach, and develop a team of Product Managers, setting a high bar for product judgment, delighting customers, systems thinking, and execution rigor
• Drive alignment and sequencing across multiple teams working within the Production Accounting and related integrations space

Director of Product Management – Accounting & Integrations

Accounts Payable

• Define and execute the long-term product strategy and roadmap for the Accounts Payable product
• Translate company-level strategy into clear product bets, sequencing, and tradeoffs
• Lead, coach, and develop a team of Product Managers, fostering strong product judgment, accountability, and growth
• Establish and maintain success metrics that tie customer outcomes to measurable business impact
• Set clear expectations for product quality, delivery, and decision-making across the domain
• Be accountable for the overall performance of the Accounts Payable product, including adoption, usage, customer impact, and driving revenue through product-led growth, while partnering with Finance, Client Ops, and Go-To-Market teams on measurement and prioritization
• Use data to track and communicate product performance, including adoption metrics, usage trends, cost drivers, and revenue signals that inform investment decisions and roadmap tradeoffs
• Partner closely with Finance to support forecasting, scenario modelling, and evaluation of investment options, providing product insight on pricing, margin, and P&L decisions
• Identify and evaluate monetization opportunities and revenue levers, influencing pricing, packaging, and platform decisions through strong product judgment and cross-functional collaboration
• Balance customer value, platform scalability, operational durability, and cost efficiency when making product investment and sequencing decisions
• Partner closely with Engineering to balance delivery speed, platform scalability, reliability, and cost efficiency across the Accounts Payable domain
• Work with Risk, Compliance, and Legal to ensure payment flows meet regulatory, contractual, and operational requirements
• Provide dotted-line leadership across Operations, Support, Customer Success, and Client Operations to ensure launches are operationally ready and support models scale effectively over time
• Define and influence operational success metrics and readiness criteria to ensure new capabilities are durable, supportable, and aligned with product strategy
• Influence go-to-market strategy by clearly articulating product value, target customers, and adoption paths, partnering with Sales and Go-To-Market teams to drive product-led growth
• Act as the voice of the customer, deeply understanding accounts payable and vendor payment workflows
• Stay informed on trends in B2B payments, fintech infrastructure, and adjacent markets
• Use data, customer feedback, and market insights to continuously refine roadmap priorities and success criteria

Director of Product Management, Accounts Payable

Affiliate Manager

• Partner with hiring managers to understand team needs, define role requirements, and create effective go-to-market strategies.
• Manage full-cycle recruiting for assigned roles, including sourcing, screening, coordinating interviews, gathering feedback, and supporting offer discussions.
• Deliver an excellent candidate experience through thoughtful communication and well-organized processes.
• Source candidates through multiple channels (LinkedIn Recruiter, job boards, professional networks, events, referrals, etc.) to build strong talent pipelines.
• Collaborate with the broader Talent Acquisition team to share insights, improve processes, and enhance recruiting tools and systems.
• Provide hiring teams with guidance on interviewing best practices and equitable assessment.
• Track and report key recruiting metrics to ensure alignment and transparency with stakeholders.
• Contribute to recruiting initiatives that strengthen Wrapbook’s employer brand and commitment to diversity and inclusion.

Senior Talent Partner – 12-Month Maternity Leave Coverage

Full-stack Engineer

• Design and maintain pre-sale GTM workflows in Salesforce, including routing, scoring, qualification, handoffs, and deal support.
• Partner with Marketing Operations to implement lead management and enrichment workflows in Salesforce—including lifecycle state, enrichment timing, routing impact, and data quality checks—so GTM teams operate on accurate, trusted data.
• Partner closely with Marketing and Sales Operations to translate GTM processes and motions into scalable, inspectable workflows.
• Configure Salesforce using Flows, custom objects, validation rules, reports, dashboards, and light development where appropriate.
• Partner with the GTM Systems Architect to implement system designs and provide execution feedback that informs future architectural decisions.
• Partner with the SFDC Systems Engineer on complex development, integrations, and platform-level changes.
• Implement automation and AI-assisted workflows with appropriate guardrails and human-in-the-loop controls.
• Reduce repetitive, manual GTM work by replacing it with durable, failure-resilient workflows.
• Establish monitoring and validation mechanisms for high-impact GTM workflows.
• Ensure Salesforce configurations remain secure, auditable, and reliable as volume and complexity grow.
• Partner closely with the GTM Engineer (Post-Sale) to ensure clean handoffs, shared data models, and end-to-end lifecycle integrity.

GTM Engineer – Pre-Sale

• Own a portfolio of Film & Television clients post-onboarding, serving as their strategic partner and primary point of contact.
• Drive client success by deepening relationships, increasing feature adoption, and identifying opportunities for account growth and retention.
• Collaborate closely with Paymasters to ensure accurate, compliant payroll processing and seamless day-to-day operations.
• Lead proactive engagements—including health checks, product roadmap discussions, and quarterly business reviews—tailored to client goals and complexity.
• Monitor client health and payroll volume trends to surface risks early, drive insights, and flag upsell opportunities.
• Act as the voice of the customer by submitting feedback and feature requests into Wrapbook’s product development and internal improvement processes.
• Navigate union and non-union workflows, adapting to the unique needs of each client while maintaining a high standard of service.
• Partner cross-functionally with Product, RevOps, Labor Relations, Implementation, and Support to solve complex challenges and continuously improve the customer experience.
• Contribute to internal documentation, enablement, and best practice sharing to level up the broader Customer Success team.

Customer Success Manager III, Film & Television – Mid-Market Focus

Implementation Specialist

• Own the onboarding process from sales handoff to the client’s first payroll, ensuring clients are fully trained and equipped to use Wrapbook effectively.
• Serve as the client’s primary point of contact during onboarding, maintaining proactive, clear communication, setting expectations, and meeting deadlines.
• Work closely with internal teams—including Labor Relations, Product, Customer Success, and Operations—to ensure client setup is accurate and tailored to their needs.
• Understand the competitive landscape and how other entertainment payroll providers software differ from Wrapbook. Explain to customers how to perform the same function with Wrapbook.
• Partner with internal teams to configure client contracts and platform settings to meet business requirements.
• Provide comprehensive training to clients on Wrapbook’s platform, bringing in subject matter experts as needed for additional guidance.
• Collaborate with the client and their Customer Success Manager to process the first payroll accurately and efficiently. Transition the client to ongoing support once onboarding is complete.
• Develop and maintain standard operating procedures, checklists, milestones, and documentation to ensure consistency and efficiency in the onboarding process.
• Address critical issues promptly, ensuring timely resolution while maintaining a positive client experience.
• Collect client feedback during and after onboarding through surveys and other channels, sharing insights with relevant teams to refine processes and improve future experiences.
• Take on other duties as assigned to support onboarding and client success initiatives.

Film & Television Implementation Specialist III

Systems Engineer

• Serve as the primary for end-user support, resolving issues across hardware, software, access, and identity while driving improvements to support workflows.
• Lead onboarding and offboarding processes, ensuring secure provisioning, accurate access setup, device configuration, and clean deprovisioning.
• Administer identity and access management within Okta and key SaaS platforms, managing entitlements, groups, access reviews, and application lifecycle governance.
• Maintain and improve Intune and Jamf environments by enforcing configuration standards, ensuring compliance, and participating in fleet hygiene and optimization efforts.
• Develop and maintain SOPs, runbooks, and documentation to support scalable, consistent IT operations and reduce repetitive work.
• Partner with the IT Systems Engineer to identify and implement automation and workflow optimizations that streamline onboarding, access management, and helpdesk intake.
• Provide onsite support for the LA office, including conference room tech, workstation setups, light network coordination, and occasional event support.
• Collaborate with HR, Finance, and Security to support policy updates, audit readiness, and operational improvements across the employee and application lifecycle.

Senior IT Systems Engineer

Security Engineer

• Own and lead the delivery of large, multi-quarter Application Security and Engineering initiatives, breaking them into smaller, shippable iterations.
• Dive into framework internals and improve existing complex application security architectures (e.g., microservices, authentication systems, and API security).
• Balance tradeoffs and select appropriate security technologies and tooling (SAST, DAST, SCA) through researching, prototyping, and validation.
• Provide guidance and incorporate guardrails for securing AI-based workflows.
• Drive toward simplicity and easy-to-understand application security solutions.
• Collaborate deeply with Product Engineering and DevOps teams to ensure secure technical implementations for highly complex, cross-group projects and features.
• Proactively identify emerging industry threats, particularly in the application and cloud space, assess potential risk to the business, and recommend mitigative actions and controls.
• Act as a trusted advisor to engineering and leadership on a broad range of application security and risk-based topics.
• Operate as Incident Commander for large-scale, highly complex security incidents, focusing on application and data breach response, actively pursuing cross-functional resources as appropriate.
• Partner cross-functionally on security process best practices and continuous improvement, embedding a culture of security into the SDLC.
• Focus on fostering an environment of inclusion, allowing voices to be heard and valued at all levels.

Senior Security Engineer

Program Manager

• Define and lead Wrapbook’s strategy to tackle fraud holistically at Wrapbook and build Wrapbook’s reputation as a fraud prevention partner in the industry.
• Take a data-based approach to prioritize and drive Wrapbook’s fraud program roadmap; partner with product, engineering, and design as well as client-facing operations teams to implement a cohesive fraud prevention and response experience.
• Define, measure, and be accountable for the success of fraud solutions and supporting programs.
• Ideate and define on how we identify and reduce opportunities for fraud within the Wrapbook system and operations throughout the entire customer lifecycle.
• Apply your expertise with a hands-on approach to the customer lifecycle — influencing, advising, and building alongside product and ops teams on requirements from discovery/design and research to tech design/implementation planning through testing/beta, go-to-market and post-launch performance analysis.
• Develop and implement internal fraud risk management controls through tech including designing and implementing policies end-to-end from discovery to compliance.
• Refine our due diligence processes and capabilities to strike the right balance between business needs and appropriate friction both in new customer acquisition and customer status/health.
• Collaborate with internal teams to incorporate fraud risk management into strategy and new feature planning.

Senior Program Manager II – Fraud

Product Manager

• Define and own the end-to-end strategy for Reporting & Analytics at Wrapbook.
• Identify and prioritize near-term reporting and analytics gaps across the platform.
• Develop a clear long-term vision for Reporting & Analytics.
• Translate that vision into a concrete, multi-phase roadmap.
• Work with Data Engineering, Platform, and Feature Application teams to deliver scalable reporting tools.
• Define success metrics and leading indicators.