Yoodli AI Roleplays

Accountant

• Manage customer invoicing and ensure billing accuracy based on contracts, usage, or subscription terms.
• Ensure accurate and timely billing based on contracts, usage, or subscription terms.
• Track receivables and follow up proactively on overdue accounts.
• Partner with Sales and Customer Success to resolve billing discrepancies and ensure smooth handoffs.
• Process vendor invoices, expense reports, and employee reimbursements with accuracy and timeliness.
• Maintain vendor records and payment schedules.
• Ensure proper coding and documentation in compliance with company policies.
• Manage employee reimbursements via Ramp.
• Prepare standard journal entries and account reconciliations.
• Maintain supporting schedules and documentation for month-end and year-end close.
• Contribute to a timely and accurate close process under the direction of the Accounting Manager.

Staff Accountant

Customer Success Manager

• Manage a book of high-value, strategic customers
• Own adoption, outcomes, and renewal readiness across your portfolio
• Lead complex renewals
• Co-drive expansion strategy in tight partnership with Account Executives
• Deliver QBRs and strategic guidance to executive stakeholders
• Ensure "One Account Team, One Narrative" is consistently executed across every customer touchpoint
• Provide consultative guidance on strategy and best practices
• Drive multithreaded relationships and engagements throughout each customer organization
• Proactively identify churn risks and uncover upsell opportunities, partnering with Sales to maximize account growth
• Ensure each of your customers is maximizing their value achievement through Yoodli in direct support of their business objectives

Strategic Customer Success Manager

Support Engineer

• Own and resolve the most technically complex, high-priority, and enterprise-critical tickets via email and live screen share for our growing EMEA/APAC customer base, working 3:00 AM - 12:00 PM ET
• Independently investigate and diagnose ambiguous or previously unseen technical issues, applying strong root-cause analysis rather than surface-level fixes
• Serve as a point of technical escalation for the rest of the support team, including reviewing tricky tickets and helping less experienced agents land on the right resolution path
• Determine and implement effective solutions to complex issues, and know when a problem needs to be escalated to Engineering versus being resolved directly
• Create and communicate clear, thoughtful action plans to customers, including enterprise stakeholders, in an approachable, confident manner
• Partner closely with Engineering, Product, and other internal teams to escalate, track, and resolve complex or systemic issues, building strong cross-functional relationships and pushing for durable fixes
• Identify patterns across tickets and proactively flag recurring or emerging issues before they become widespread
• Contribute to and help maintain support documentation, internal playbooks, and troubleshooting guides so institutional knowledge doesn't live in one person's head
• Mentor and coach newer support agents on troubleshooting technique, tone, and prioritization
• Stay current on Yoodli's fast-moving AI platform, proactively seeking out and sharing new product knowledge with the team
• Manage time effectively across competing priorities, a fast-paced ticket queue, and mentorship responsibilities

Senior Technical Support Agent

Product Marketing

• Own positioning, messaging, and storytelling: Define and evolve Yoodli's product positioning, value propositions, and messaging frameworks across buyer personas, translating complex AI capabilities into clear, benefit-led narratives. You'll set the standard for how the entire company talks about what we do and why it matters, and you'll actively steward that standard across channels and teams.
• Lead go-to-market and launch execution: Partner with Product, Customer Success, and Sales to design and execute go-to-market and launch strategies for new features, solutions, and partnerships. Drives awareness, engagement, and retention across segments. You won't just execute launches, you'll design the strategy, define success metrics, and ensure the organization is aligned and equipped to win.
• Champion customer and market insight: Conduct market research, customer interviews, and competitive analysis to identify trends, unmet needs, and communication pain points; map user journeys to strengthen positioning and product-market fit.
• Build durable, AI-supported market knowledge: Create and maintain AI-assisted repositories of personas, objections, use cases, and competitive insights that preserve and scale institutional knowledge across teams.
• Own and enable product marketing collateral end-to-end: Serve as the primary driver of product marketing collateral, working closely with the design team to create high-impact assets. Translate product features into clear creative briefs with recommended visuals, while maintaining decks, one-pagers, videos, messaging guides, and FAQs that help tell the Yoodli story across audiences.
• Support experimentation and continuous feedback loops: Pair human judgment with AI-assisted drafting, iteration, and feedback to improve speed, consistency, and messaging precision.

Senior Product Marketing Manager

Account Manager

• Own strategic partner relationships. Serve as the single accountable owner for a named book of upmarket partners. Develop deep, trusted relationships with partner leadership and become the primary commercial point of contact across the full lifecycle.
• Structure and negotiate complex commercials. Lead renewals and expansion negotiations involving program fees and seat licenses. Navigate sublicense and whitelabel conversations as well as evolving business models. Partner with Legal and Finance on MSAs, program exhibits, DPAs, and bespoke commercial terms.
• Drive direct expansion. Grow direct partner revenue by aligning license orders to partner program demand, identifying expansion opportunities as programs mature, and increasing license attachments across the book.
• Manage a co-sell and referral motion. Run account mapping with partners to surface enterprise opportunities, evaluate and route referrals to AEs, and manage co-sell engagements where the partner has documented ongoing involvement. Own the partner-influenced pipeline number alongside a direct quota.
• Enable partners as sellers. Lead post-signature onboarding and ongoing enablement. Train partner teams on how to position and sell Yoodli inside their programs, GTM-heavy and product-light. Ensure first program delivery is a measurable success.
• Incubate co-marketing opportunities. Work closely with internal and external marketing teams to identify content and event marketing opportunities.
• Coordinate cross-functionally. Work across AE, CSM, Support, Legal, Finance, and Product to deliver for partners. Maintain rigorous CRM hygiene and partner data quality in HubSpot.

Senior Partner Manager

• Build scaled enablement. Design and run one-to-many enablement: webinars, onboarding, certification paths, templates, and self-serve resources that activate partners efficiently and reduce the need for one-to-one handling.
• Activate and grow partners. Drive license orders aligned to partner programs, ensure partners reach a successful first program delivery, and identify expansion as programs mature. Manage annual partner program renewals as well as deal registrations.
• Go deeper selectively. With a self-selected subset of high-potential partners, run account mapping to surface enterprise opportunities, then evaluate and route referrals to AEs and support co-sell efforts.
• Coordinate cross-functionally. Work across AE, CSM, Support, Marketing, and Finance to deliver for partners. Maintain rigorous CRM hygiene and partner data quality in HubSpot.

Partner Manager

• Ensure seamless customer experiences across all stages of the customer journey
• Bring strong customer relationships, maximize satisfaction, and drive growth by managing enterprise client accounts
• Focus on increasing customer satisfaction, NPS, retention/product adoption, and business expansion while collaborating closely with sales, product, and leadership teams.

Growth Customer Success Manager

Sales

• Recruit, develop, and retain top-performing Mid-Market AEs
• Coach reps on discovery, multi-threading, demo execution, and negotiation
• Run weekly 1:1s, deal reviews, and pipeline reviews with rigor
• Build a culture of accountability, curiosity, and continuous improvement, using Yoodli itself as a coaching tool
• Own the mid-market number, including pipeline generation, progression, and quota attainment
• Forecast accurately with clear visibility into coverage, stage health, and risk
• Apply MEDDIC, Challenger, or similar value-based methodologies as core principles guiding how the team qualifies, strategizes, and closes
• Inspect deals with structure and remove blockers quickly
• Drive consistent execution on mutual action plans, recaps, and next-step discipline
• Partner with Marketing on segment-specific plays, campaigns, and messaging
• Collaborate with Product and Customer Success to shape roadmap input and ensure clean handoffs
• Work with RevOps to refine systems, dashboards, and KPIs that scale with the segment
• Coordinate with SMB and Enterprise leaders to define segmentation, routing, and graduation criteria

Mid-Market Sales Leader

Consultant

• Lead Technical Implementations Own post-sale onboarding with a focus on LMS, HRIS, CRM, Convo Intelligence, SSO, and web embed integrations
• Configure complex workflows and reporting solutions
• Serve as the technical lead in customer rollout projects
• Customize and Build Content Create tailored roleplays, personas, and scorecards aligned with customer workflows
• Ensure training and content are embedded and role-relevant for end users
• Collaborate Across Teams Work with CSMs (adoption and training), Support (technical troubleshooting), and Sales Engineers (pre-sales and scoping) to create a seamless customer experience
• Clearly delineate responsibilities with other teams to reduce overlap and ensure efficiency
• Define standard operating procedures
• Collaborate on better professional services pricing and packages