Wrapbook

Full-stack Engineer

• Building and improving core scheduling features used by AD teams on major film and TV productions
• Offline-first architecture — Cinapse works fully offline on set and in remote locations, and this is a non-negotiable product requirement
• Flagship features including stripboard management, multi-unit scheduling, real-time collaboration, reporting, and PDF import/export
• Performance, reliability, and scalability of a production-critical SaaS platform
• Integrations with Wrapbook's broader payroll and production finance ecosystem

Senior Software Engineer

Marketing Operations

• Own day-to-day campaign build, QA, execution, and maintenance in Marketo and Salesforce - ensuring accuracy, consistency, and clean attribution across channels
• Troubleshoot execution, data, and integration issues across marketing systems
• Support ABGTM motions by implementing segmentation, account signals, and targeting logic in partnership with Demand Gen
• Build and maintain a marketing data hygiene system using programmatic enrichment workflows, validation, and Clay
• Proactively audit data to identify gaps, inconsistencies, or risks before they impact performance or reporting
• Enforce data standards that improve attribution reliability across Marketing, Sales, and RevOps - and ensure downstream reporting is built on trustworthy data
• Partner with the Senior Marketing Operations Manager to operationalize and scale marketing processes - translating requirements into repeatable workflows, documentation, and automation
• Enable AI-assisted enrichment, QA, and workflow optimization to reduce manual effort and increase execution capacity
• Continuously identify opportunities to strengthen systems, reduce failure points, and improve operational efficiency

Marketing Operations Specialist

Events

• Coordinate logistics for in-person events, including catering, A/V, facilities, swag, and print materials.
• Source and manage vendors to support event production.
• Attend and support events on-site to ensure seamless execution and resolve issues in real time.
• Draft and deploy invitations, confirmations, reminders, and post-event follow-ups across email, landing pages, and other channels.
• Schedule and manage prep calls with speakers and partners.
• Oversee ongoing communications to ensure stakeholders remain aligned and prepared.
• Track and report on event performance, including registration, attendance, attendee feedback, and budget reconciliation.
• Provide recommendations to optimize future events and improve ROI.

Events Coordinator

Financial Planning and Analysis

• Own financial planning and modeling: Build and maintain the company’s financial models, including annual planning, quarterly forecasts, scenario analysis, and business case development for new initiatives.
• Drive resource allocation decisions: Develop frameworks that help leadership evaluate trade-offs across investments, headcount, and strategic bets.
• Evaluate unit economics: Analyze the economics of established and emerging business lines, applying SaaS and payments metrics (LTV, CAC, gross margin, net revenue retention) to inform investment decisions.
• Build cross-functional partnerships: Embed with product, engineering, sales, and operations teams to deeply understand the business and surface insights that wouldn’t emerge from the finance team alone.
• Establish reporting and analytics infrastructure: Design function-specific dashboards and reporting cadences that give executives the data they need to make faster, better decisions.
• Lead strategic projects: Examples include automating board reporting, building pricing models for new products, or standing up a financial planning tool - you’ll identify high-leverage opportunities and run with them.

Strategic Finance Lead

Operations

• Own the End-to-End Planning Engine
• Design and own the annual planning process: timeline, stakeholder alignment, trade-off structuring, resource mapping, goal-setting frameworks, and initiative sequencing
• Build and run 6-month and multi-year planning cycles in close partnership with the SVP
• Translate strategic direction into clear, actionable operating plans with accountability mechanisms and measurable milestones
• Pressure-test priorities and trade-offs across the leadership team, surfacing risks and driving decisions
• Coordinate cross-functional planning inputs from Finance, Sales, Product, and Engineering
• Run the Operating Cadence of Client Operations
• Design and drive weekly, monthly, and quarterly leadership rhythms
• Lead monthly KPI and performance reviews; elevate the quality, clarity, and decisiveness of all leadership forums
• Identify and prioritize opportunities to apply AI and automation to improve how Client Operations runs- from reducing manual work in reporting and communications to accelerating program execution
• Ensure disciplined follow-through on commitments across senior leaders
• Attend Client Operations leadership team staff meetings, representing the SVP’s perspective, identifying cross-functional dependencies and risks, and synthesizing insights into coordinated action plans
• Build the Team and Drive Cross-Functional Programs
• Build, develop, and direct a small team of Program Managers who lead and drive projects within Client Operations and across the Wrapbook organization
• Own Executive-Level Communications
• Own Board, All Hands, Monthly State of the Business, and leadership offsite materials

Director, Strategy & Operations

• Support operational aspects necessary for a health benefits offering including onboarding, offboarding, reporting, contribution adjustments and more.
• Responsible for ensuring data provided by our customers is entered correctly and on time in our system to ensure we withhold and report accurately
• Offboard employees in our systems as we receive updates from our customers about medical benefits changes for their employees
• Provide reports to customers and third party benefits providers
• Monitor and respond appropriately to customer inquiries via phone or email. Partner with enablement to enable internal teams to eventually field rudimentary questions.
• Support onboarding of clients that choose our health benefits program. Mentor Customer Success to eventually be able to lead customer onboarding themselves.
• Exceed service level objectives on accurate and timely reporting, case resolution and the percentage of medical benefit adjustments.
• Proactively share new ways to enhance the product, process or systems
• Review various audit reports ensuring we are:
• Calculating withholdings accurately including dollar amounts, caps and consolidation across projects.
• Capturing benefit eligibility correctly

Benefits Operations Specialist

Chief of Staff

• Use AI as a core operating tool — not a supplement.
• Own and evolve the CEO's AI-powered operating system.
• Build and maintain agentic workflows that extend the CEO's and SLT's leverage.
• Be a force multiplier for the company's AI adoption: model best practices, share what works, and help the broader organization develop fluency with AI tools and workflows.
• Stay on the frontier. Continuously evaluate new AI tools, techniques, and capabilities — and translate what's relevant into practical leverage for the CEO and leadership team.
• Develop a deep understanding of Wrapbook’s business, priorities, and operating model.
• Synthesize information from across the company, escalating the most urgent items to the CEO and creating clear recommendations.
• Help shape and clarify company-level strategy and priorities.
• Proactively identify risks, gaps, and opportunities.
• Leverage AI and emerging tools to increase executive and company-wide leverage - improving synthesis, decision-making speed, and operating efficiency.
• Own and lead high-priority, cross-functional initiatives from scoping through execution.
• Align stakeholders, clarify decision-making, remove blockers and ensure follow-through.
• Step into ambiguous areas and create structure where needed.
• Own company-level planning and communication processes (annual planning, OKRs, MBRs, All Hands).
• Design and facilitate leadership meetings that drive clear decisions and accountability.
• Continuously improve operating rhythms and cross-team coordination.

Director, Chief of Staff

Systems Engineer

• Design, build, and maintain Salesforce automations including Flows, Apex triggers, batch jobs, and Lightning Web Components
• Develop scalable data models and object architectures across pre-sale and post-sale GTM workflows
• Build and integrate APIs connecting Salesforce to tools across our stack (e.g., marketing automation, CS platforms, telephony, data enrichment)
• Implement AI-assisted workflows with appropriate guardrails, human-in-the-loop controls, and auditability
• Build modular, reusable components that can flex as business processes evolve
• Translate business requirements into technical specifications, ensuring clarity before a single line of code is written
• Design and execute structured UAT processes—writing test cases, coordinating stakeholder testing, and resolving issues before deployment
• Manage your own backlog: prioritize work, communicate status proactively, and flag blockers before they become problems
• Document what you build so the team can maintain it, not just you
• Instrument SLAs, funnel metrics, and operational KPIs directly in Salesforce, enabling leading-indicator visibility for the GTM team
• Identify and fix data quality issues—duplicate records, 15 vs. 18-digit ID mismatches, stale field values—that erode reporting reliability
• Build and maintain dashboards and reports that surface the right information for WBRs, MBRs, and QBRs
• Proactively identify where process breaks down in the data and bring solutions to the table
• Build from a clear spec — before you start, make sure you have one. If requirements are incomplete or shifting, surface it early rather than build through the ambiguity
• Push back on scope creep proactively: flag changes in writing, before they affect the build, and help the team understand the tradeoff
• Partner with our GTM Architect on solution design and with our SFDC Admin/BSA on delivery, UAT coordination, and post-launch stability

GTM Systems Engineer

QA Engineer

• Lead UAT & Manual QA
• Define test scenarios, test cases, and test data requirements for complex payroll workflows, including nuanced edge cases and multi-step operational flows.
• Perform hands-on manual UAT across workflows, validating accuracy, usability, and operational readiness—not just happy paths.
• Execute end-to-end testing, including feature flag sequencing, environment setup, and multi-entity test configurations (company, project, worker).
• Own use case identification and validation for high-risk workflows (e.g., payroll calculations, HTG, union-specific logic), including up- and down-stream platform validation and regression testing, ensuring issues are identified before formal UAT.
• Partner deeply with Product, Engineering, Client Ops & Release Management
• Work side-by-side with Product, Design, and Engineering throughout development—not just at the end—to influence quality earlier in the lifecycle.
• Surface defects, edge cases, and workflow gaps early, enabling teams to course-correct before features reach Client Ops or formal UAT.
• Partner with Engineering and third-party teams to determine what should be automated vs. manually tested, balancing speed, risk, and coverage.
• Collaborate closely with Client Ops subject matter experts to translate real-world payroll workflows into structured test scenarios.
• Reduce the reliance on Client Ops as primary early-stage testers by centralizing validation within Product.
• Create structured feedback loops between Client Ops and EPD to continuously improve release readiness.
• Provide clear, actionable feedback that helps teams make informed tradeoffs while maintaining a high quality bar.
• Ensure testing reflects real operational complexity across FTV productions.
• Contribute to Go/No-Go readiness by providing a clear quality assessment of release candidates, highlighting risk areas and any unresolved defects. Provide Quality sign-off recommendations for high-risk releases.
• Evaluate release risk across workflows, edge cases, and downstream impacts.
• Validate launch rollout sequencing (feature flags, phased releases, environment configuration) prior to production deployment.
• Confirm operational readiness, including regression coverage, and downstream implications.
• Assist with documenting quality trends and release patterns to continuously improve predictability and confidence.
• Apply industry & operational expertise
• Use entertainment industry domain knowledge to validate that solutions work in real-world entertainment payroll operations, not just in theory.
• Pressure-test assumptions around HTG, union rules, FTV vs. commercial nuances, and cross-persona workflows.
• Ensure UAT sessions serve as final validation, not first discovery—raising confidence for launches and enablement.
• Enable scale & focus
• Prepare UAT environments and test data so Product Managers and Engineering Managers can review features efficiently without serving as primary test executors.
• Serve as a force multiplier: Reduce the number of people required for early testing by centralizing workflow validation until features are ready for broader review.
• Document recurring issues, patterns, and learnings to continuously improve testing coverage and raise the quality bar over time.

Senior QA, User Acceptance Testing Specialist

Customer Success Manager

• Conduct structured time and workflow audits across Success and Support
• Identify high-impact, repeatable manual workflows
• Map processes end-to-end including inputs, decisions, and exceptions
• Design and launch AI-assisted workflows used consistently by CSMs
• Quantify and validate annualized hours saved
• Identify leading indicators in a consumption-based model
• Run structured micro-pilots to validate signal usefulness
• Translate mapped workflows into AI-ready playbooks
• Build and deploy automations directly using Salesforce Flow, Zapier, Airia, Pendo, or similar platforms
• Partner directly with frontline CSMs and Support teams

Customer Success Lead – AI and Automation

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

• 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