ActivTrak

• Design, Develop, and Maintain BI Dashboards & Templates: - Design, develop, and optimize dashboards using Power BI, Looker Studio, Tableau, or similar tools. - Create interactive reports that translate productivity data into operational insights for ActivTrak customers. - Support data integration with third-party systems to enhance reporting capabilities. • Data Quality Control: - Partner with engineers to validate data accuracy, integrity, and consistency. - Implement data validation processes to maintain high-quality analytical outputs. • Perform Advanced Analytics - Conduct deep analysis of workforce and productivity trends using SQL and Python. - Deliver data-driven recommendations that empower customers to optimize performance and decision-making. • Facilitate Internal Ad-hoc Data Requests: - Support cross-functional teams (HR, Operations, Product) by querying key datasets from Google BigQuery. - Ensure timely and accurate responses to ad-hoc data needs. • Enhance Productivity Metrics: - Collaborate on the development and refinement of productivity measurement frameworks. - Align metrics with evolving business goals and customer needs.

Role Description We’re looking for a detail-oriented and strategic Data Analyst to join our data-driven team. You’ll transform complex datasets into clear, actionable insights that drive performance improvements across the business. This role requires strong analytical capabilities, technical proficiency in data tools, and the ability to clearly communicate insights to both technical and non-technical audiences. - Design, Develop, and Maintain BI Dashboards & Templates: - Design, develop, and optimize dashboards using Power BI, Looker Studio, Tableau, or similar tools. - Create interactive reports that translate productivity data into operational insights for ActivTrak customers. - Support data integration with third-party systems to enhance reporting capabilities. - Data Quality Control: - Partner with engineers to validate data accuracy, integrity, and consistency. - Implement data validation processes to maintain high-quality analytical outputs. - Perform Advanced Analytics: - Conduct deep analysis of workforce and productivity trends using SQL and Python. - Deliver data-driven recommendations that empower customers to optimize performance and decision-making. - Facilitate Internal Ad-hoc Data Requests: - Support cross-functional teams (HR, Operations, Product) by querying key datasets from Google BigQuery. - Ensure timely and accurate responses to ad-hoc data needs. - Enhance Productivity Metrics: - Collaborate on the development and refinement of productivity measurement frameworks. - Align metrics with evolving business goals and customer needs. Qualifications - Bachelor's degree in a quantitative field such as Data Analytics, Business Analytics, Statistics, Mathematics, Economics, Computer Science, or a related discipline. - Minimum 3 years of experience in: - SQL (advanced queries and optimization) - BI tools (Tableau, Power BI w/ DAX & PowerQuery, Looker Studio, or Qlik) - Python - API Integrations - Data analysis, metrics development, and cross-functional reporting - ETL and Data Warehousing - AppScripts & PowerShell - Hands-on experience with Google BigQuery and Google Cloud Platform - Strong storytelling and communication skills to influence stakeholders at all levels. - Self-starter with a growth mindset and attention to detail. - Excellent communication skills with both technical and non-technical audiences. - Ability to deal with ambiguity and collaborate with different teams towards mutual goals. - Motivated by an interest in developing the best possible solutions. Preferred - Experience in Workforce Analytics. Benefits - Competitive compensation and benefits. - Position is remote within the US. - Minimal travel. - Limited physical demands. Company Description This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you! ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.

Role Description As the Director, AI Transformation, you'll own the strategy, execution and adoption of AI across ActivTrak. You'll lead a small team and serve as the connective tissue between the AI solutions we build and the employees who use them. This is a player-coach role: you'll set direction and represent AI transformation at the leadership level, while staying close enough to the work to build, test and iterate alongside your team. Key Responsibilities - Strategy & Roadmap: - Define and maintain the AI transformation roadmap, aligned to operational priorities across Revenue, Data, BI, and go-to-market functions. - Establish OKRs for AI adoption, productivity impact, and tool ROI, and report progress to the senior leadership. - Evaluate, recommend, and govern the AI tool stack, balancing capability, cost, and organizational readiness. - Identify the highest-leverage AI use cases across business functions and sequence delivery based on impact and feasibility. - Hands-On Delivery: - Build, prompt, and iterate on AI solutions directly by working in the tools. - Design and deploy agentic AI workflows that automate multi-step processes across business functions. - Work fluently with Model Context Protocol (MCP) servers to connect AI models to internal systems, data sources, and third-party tools. - Use AI coding tools (including Claude Code and GPT Codex) to accelerate solution development, automate scripts, and build internal tooling. - Partner with the AI Admin on integrations, prompt libraries, and production readiness for new solutions. - Lead proof-of-concept work on emerging AI capabilities, stress-testing tools before broader rollout. - Bring GTM systems fluency to revenue-adjacent use cases, including CRM automation, pipeline intelligence, and sales workflow optimization. - Team Leadership & Cross-Functional Influence: - Manage and develop a small team, setting clear scope, priorities, and success metrics for each role. - Create a high-trust, high-output team culture grounded in curiosity, iteration, and business impact. - Recruit and onboard future team members as function grows. - Governance & Compliance: - Own the AI governance framework for the organization. - Define policies for acceptable use, data handling, model selection and vendor risk across all AI tools and workflows. - Establish guardrails for agentic AI systems, ensuring automated workflows have appropriate human-in-the-loop checkpoints. - Partner with Legal, Security, and IT to ensure AI integrations meet data privacy, compliance and information security standards. - Stay current on the evolving regulatory landscape around AI and proactively surface business implications. - Maintain a clear inventory of all AI tools, integrations, and MCP connections in use across the organization. - Cross-functional influence: - Serve as the primary point of contact for all AI needs across ActivTrak. - Own and run the AI steering cadence: facilitate cross-functional meetings with business leads. - Lead up effectively, presenting roadmaps, risks and recommendations to senior leadership. - Influence without authority across peer functions. - Represent the AI Transform function in leadership forums and communicate progress, priorities and risks. Qualifications - 7 years in operations, RevOps, GTM strategy or technology transformation, with at least 2 years managing people or leading a function. - Demonstrated hands-on experience implementing AI solutions in a business context. - Fluency with modern AI platforms and the GTM stack: LLMs, no-code/low-code automation, CRM AI features, sequencing tools, enrichment platforms and attribution systems. - Working knowledge of agentic AI concepts and architectures. - Familiarity with MCP (Model Context Protocol) or equivalent integration patterns. - Hands-on experience with AI coding tools such as Claude Code, GPT Codex or similar. - Demonstrated understanding of AI governance and compliance considerations. - Active learner who stays current on the fast-moving AI landscape. - SaaS company experience strongly preferred. - Clear, confident communicator who can translate technical concepts for non-technical stakeholders. - Change management intuition. - High ownership orientation. Benefits - Competitive compensation and benefits. - Minimal travel. - Limited physical demands. Company Description This is an incredible opportunity to build something from the ground up at a work intelligence company that's defining how organizations understand people, applications, and AI tools. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you! ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

• Define and maintain the AI transformation roadmap, aligned to operational priorities across Revenue, Data, BI, and go-to-market functions • Establish OKRs for AI adoption, productivity impact, and tool ROI, and report progress to the senior leadership • Evaluate, recommend, and govern the AI tool stack, balancing capability, cost, and organizational readiness • Identify the highest-leverage AI use cases across business functions and sequence delivery based on impact and feasibility • Build, prompt, and iterate on AI solutions directly by working in the tools • Design and deploy agentic AI workflows that automate multi-step processes across business functions, moving beyond single-prompt tools to systems that reason, plan and act • Work fluently with Model Context Protocol (MCP) servers to connect AI models to internal systems, data sources, and third-party tools, understanding how to configure, extend, and govern those integrations • Use AI coding tools (including Claude Code and GPT Codex) to accelerate solution development, automate scripts, and build internal tooling without requiring full engineering resources • Partner with the AI Admin on integrations, prompt libraries, and production readiness for new solutions • Lead proof-of-concept work on emerging AI capabilities, stress-testing tools before broader rollout • Manage and develop a small team, setting clear scope, priorities, and success metrics for each role • Create a high-trust, high-output team culture grounded in curiosity, iteration, and business impact • Own the AI governance framework for the organization. Define policies for acceptable use, data handling, model selection and vendor risk across all AI tools and workflows • Establish guardrails for agentic AI systems, ensuring automated workflows have appropriate human-in-the-loop checkpoints, audit trails, and rollback procedures • Partner with Legal, Security, and IT to ensure AI integrations meet data privacy, compliance and information security standards (including SOC 2, GDPR, or customer data handling requirements) • Stay current on the evolving regulatory landscape around AI and proactively surface business implications before they become blockers • Maintain a clear inventory of all AI tools, integrations, and MCP connections in use across the organization, with documented risk ratings and review cadences • Serve as the primary point of contact for all AI needs across ActivTrak — any team, any function, any use case routes through you first • Own and run the AI steering cadence: facilitate cross-functional meetings with business leads, set the agenda, drive decisions and ensure follow-through on commitments • Lead up effectively. You're comfortable presenting roadmaps, risks and recommendations to senior leadership, and you know how to frame tradeoffs in business terms, not technical ones • Influence without authority across peer functions. Build a case and bring people along • Represent the AI Transform function in leadership forums and communicate progress, priorities and risks

• Own the AI adoption roadmap in lockstep with the Director, AI Transformation's delivery, ensuring every solution that ships has a corresponding change and enablement plan. • Define, track and report adoption metrics for each AI initiative such as active usage, time-to-proficiency, self-serve rate on a regular cadence • Tailor enablement approaches to align with business and department initiatives and department Identify adoption risks before and during rollout and bring mitigation options, not just problems • Design and deliver training programs for every AI tool and workflow the team ships through live sessions, async content, quick-reference guides and peer learning formats • Build and maintain a centralized AI use case library: a living resource of proven workflows, prompt templates and best practices for any employee to self-serve • Develop plain-language guidance that translates the technical capabilities built by the team into content any employee can act on immediately • Run regular enablement touchpoints with department leads and power users, embedding AI habits into existing workflows rather than creating parallel ones • Stay current on AI tools and emerging capabilities. Understand them well enough to teach others to use them confidently • Support the Director, AI Transformation in running the AI steering cadence. Own the logistics, prepare materials, capture decisions and drive follow-through on action items • Facilitate department-level AI onboarding and working sessions independently • Maintain a pulse on employee sentiment related to AI across functions to influence opportunities for enablement or support • Build relationships with champions and influencers in each business function who can accelerate adoption from within their teams • Own all internal AI communications, including launch announcements, Slack updates, newsletters, and leadership briefings, keeping the organization informed, engaged, and motivated • Develop and maintain a consistent internal narrative around why AI matters at ActivTrak, grounding it in real employee outcomes and business impact rather than technology hype • Create and manage feedback channels that make it easy for employees to share what's working and what isn't and synthesize that input into actionable insights for the business • Partner with the Director, AI Transformation to communicate AI governance policies and acceptable use guidelines across the organization in ways that are clear, accessible and non-threatening • Develop training and reference materials that help employees understand data privacy, compliance expectations and responsible AI use in their day-to-day work • Track and report on governance-related feedback and questions from employees, helping to identify where policy clarification or reinforcement is needed

Role Description As the AI Change Management Lead, you'll own the human side of AI transformation at ActivTrak. While the Director, AI Transformation sets the strategy and the AI Admin builds and manages the solutions, you’ll make sure that employees understand them, adopt them and get value from them. You're the bridge between what the AI team builds and the behavior change that makes those builds matter. As a member of the AI Transformation team, you'll be a key partner in how the team plans, communicates and measures its work — and a trusted resource for the rest of the business when it comes to AI. You'll also work closely with Revenue Enablement and HR to align AI change efforts with broader organizational enablement initiatives. Key Responsibilities - Adoption Strategy & Planning: - Own the AI adoption roadmap in lockstep with the Director, AI Transformation's delivery, ensuring every solution that ships has a corresponding change and enablement plan. - Define, track and report adoption metrics for each AI initiative such as active usage, time-to-proficiency, self-serve rate on a regular cadence. - Tailor enablement approaches to align with business and department initiatives. - Identify adoption risks before and during rollout and bring mitigation options, not just problems. - Training & Enablement: - Design and deliver training programs for every AI tool and workflow the team ships through live sessions, async content, quick-reference guides and peer learning formats. - Build and maintain a centralized AI use case library: a living resource of proven workflows, prompt templates and best practices for any employee to self-serve. - Develop plain-language guidance that translates the technical capabilities built by the team into content any employee can act on immediately. - Run regular enablement touchpoints with department leads and power users, embedding AI habits into existing workflows rather than creating parallel ones. - Stay current on AI tools and emerging capabilities. Understand them well enough to teach others to use them confidently. - Meeting Facilitation & Stakeholder Engagement: - Support the Director, AI Transformation in running the AI steering cadence. Own the logistics, prepare materials, capture decisions and drive follow-through on action items. - Facilitate department-level AI onboarding and working sessions independently. - Maintain a pulse on employee sentiment related to AI across functions to influence opportunities for enablement or support. - Build relationships with champions and influencers in each business function who can accelerate adoption from within their teams. - Internal Communications: - Own all internal AI communications, including launch announcements, Slack updates, newsletters, and leadership briefings, keeping the organization informed, engaged, and motivated. - Develop and maintain a consistent internal narrative around why AI matters at ActivTrak, grounding it in real employee outcomes and business impact rather than technology hype. - Create and manage feedback channels that make it easy for employees to share what's working and what isn't and synthesize that input into actionable insights for the business. - Governance Support: - Partner with the Director, AI Transformation to communicate AI governance policies and acceptable use guidelines across the organization in ways that are clear, accessible and non-threatening. - Develop training and reference materials that help employees understand data privacy, compliance expectations and responsible AI use in their day-to-day work. - Track and report on governance-related feedback and questions from employees, helping to identify where policy clarification or reinforcement is needed. Qualifications - 5 years in learning and development, organizational change management, sales enablement, revenue operations or a closely related field. - Demonstrated track record of building structured change and enablement programs from scratch. You've designed the approach, not just executed someone else's playbook. - Hands-on experience with modern AI tools such as Claude, ChatGPT, Microsoft Copilot or similar so you can teach others to use them effectively. - Experience facilitating meetings and working sessions with cross-functional stakeholders. - Strong written communicator who can produce crisp internal content across formats: Slack updates, launch announcements, training guides and executive briefings. - Experience using data to measure and improve adoption outcomes. - High empathy for employees who are skeptical of or overwhelmed by new technology. You meet people where they are, not where you wish they were. - Comfort working in a SaaS environment with cross-functional stakeholders across sales, operations and business functions. - Collaborative and low-ego. You get energy from other people's success and are comfortable operating without the spotlight. - Active learner who stays current on AI tools and change management best practices and brings that knowledge back to the team. Work Environment - Competitive compensation and benefits. - Position is remote within US. - Minimal travel. - Limited physical demands. Company Description This is an incredible opportunity to build something meaningful at a work intelligence company that's defining how organizations understand people, applications, and AI tools. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you! ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

Sales Development Representative Location: Austin TX US Job Description: As a Sales Development Representative at ActivTrak, you'll be at the forefront of our growth strategy, driving pipeline through strategic outbound prospecting and inbound lead qualification. You'll partner closely with our Account Executives to identify target accounts, engage decision-makers, and create qualified opportunities that fuel our revenue goals. What You'll Do: - Drive outbound prospecting to generate new business opportunities within target accounts and industries - Research and identify ideal customer profiles, then execute multi-touch campaigns across phone, email, LinkedIn, and other channels - Qualify inbound leads and schedule discovery meetings for Account Executives - Collaborate with AEs to build account-based strategies and penetrate key target organizations - Articulate ActivTrak's value proposition in a way that resonates with each prospect's unique challenges and goals - Maintain meticulous CRM hygiene in Salesforce, tracking all prospect interactions and pipeline metrics - Participate in sales training, team meetings, and shadowing opportunities to accelerate your development toward a closing role - Leverage ActivTrak's own platform to optimize your productivity and better understand the challenges our customers face Requirements - 1+ years of experience in sales, SDR/BDR role, or customer-facing environment - Proven ability to thrive in a metrics-driven, high-activity outbound sales environment - Competitive drive and resilience—you're energized by the challenge of connecting with new prospects daily - Excellent communication skills with the ability to quickly build rapport and credibility over the phone and in writing - Experience collaborating effectively within remote or distributed teams - Self-starter mentality with strong organizational skills and attention to detail - Comfort with sales technology stack (Salesforce, Outreach, LinkedIn Sales Navigator, G-Suite, Zoom) - Ability to learn quickly, adapt to change, and contribute ideas for process improvement Benefits Work environment: - Competitive compensation and benefits - Position is remote within US - Minimal travel This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you! ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.

• Drive outbound prospecting to generate new business opportunities within target accounts and industries • Research and identify ideal customer profiles, then execute multi-touch campaigns across phone, email, LinkedIn, and other channels • Qualify inbound leads and schedule discovery meetings for Account Executives • Collaborate with AEs to build account-based strategies and penetrate key target organizations • Articulate ActivTrak's value proposition in a way that resonates with each prospect's unique challenges and goals • Maintain meticulous CRM hygiene in Salesforce, tracking all prospect interactions and pipeline metrics • Participate in sales training, team meetings, and shadowing opportunities to accelerate your development toward a closing role • Leverage ActivTrak's own platform to optimize your productivity and better understand the challenges our customers face

• Develop deep product knowledge to map features to business outcomes and communicate roadmap insights • Apply industry expertise to address customer challenges and position solutions against competitive offerings • Analyze product usage data to identify patterns, calculate ROI, and quantify multiple value streams • Manage technical integration understanding and basic troubleshooting • Create and maintain detailed customer-facing documentation and resources • Lead renewal conversations and secure commitments, identifying upsell triggers and expansion opportunities • Create commercial solutions tailored to evolving customer needs • Build multi-threaded customer relationships to penetrate accounts strategically and develop new use cases over time • Collaborate with sales on handoffs and joint strategies for account growth • Manage a portfolio of customers throughout their journey, understanding their unique needs and tailoring interactions to align customer goals with company objectives • Implement scalable customer success workflows and operational excellence • Proactively monitor customer health metrics to identify and mitigate risks • Conduct strategic business reviews and success planning sessions • Build success plans that ensure customers fully realize the value of the partnership • Advocate for customers by providing product feedback to internal teams • Build trust with key stakeholders through executive-level interactions • Communicate clearly and concisely in both written and verbal formats, managing conflict resolution and navigating difficult conversations effectively • Demonstrate critical thinking and develop creative solutions • Guide customers through organizational change and address resistance • Make autonomous decisions while knowing when to escalate appropriately • Build strong working relationships with Product, Marketing, Support, and Sales teams to align customer success initiatives with broader company goals • Actively share customer feedback and insights with relevant teams to inform product development and marketing strategies • Identify operational friction in day-to-day work and propose practical improvements with supporting context • Participate in team pilots, process updates, or change initiatives, providing thoughtful feedback based on direct customer impact • Create reusable frameworks, templates, and playbooks that benefit the broader team

Role Description ActivTrak is seeking a Customer Success Manager (CSM) to manage an enterprise book of business. In this role, you'll build strong customer relationships, drive successful outcomes, and ensure satisfaction and retention through 1:1 customer success methodologies. This position is ideal for professionals who excel in fast-paced environments and have experience efficiently managing mid-market or enterprise books of business. Key Responsibilities: - Technical Excellence: - Develop deep product knowledge to map features to business outcomes and communicate roadmap insights. - Apply industry expertise to address customer challenges and position solutions against competitive offerings. - Analyze product usage data to identify patterns, calculate ROI, and quantify multiple value streams. - Manage technical integration understanding and basic troubleshooting. - Create and maintain detailed customer-facing documentation and resources. - Revenue Growth & Business Development: - Lead renewal conversations and secure commitments, identifying upsell triggers and expansion opportunities. - Create commercial solutions tailored to evolving customer needs. - Build multi-threaded customer relationships to penetrate accounts strategically and develop new use cases over time. - Collaborate with sales on handoffs and joint strategies for account growth. - Customer Engagement & Management: - Manage a portfolio of customers throughout their journey, understanding their unique needs and tailoring interactions to align customer goals with company objectives. - Implement scalable customer success workflows and operational excellence. - Proactively monitor customer health metrics to identify and mitigate risks. - Conduct strategic business reviews and success planning sessions. - Build success plans that ensure customers fully realize the value of the partnership. - Advocate for customers by providing product feedback to internal teams. - Leadership & Communication: - Build trust with key stakeholders through executive-level interactions. - Communicate clearly and concisely in both written and verbal formats, managing conflict resolution and navigating difficult conversations effectively. - Demonstrate critical thinking and develop creative solutions. - Guide customers through organizational change and address resistance. - Make autonomous decisions while knowing when to escalate appropriately. - Cross-Functional Collaboration & Process Improvement: - Build strong working relationships with Product, Marketing, Support, and Sales teams to align customer success initiatives with broader company goals. - Actively share customer feedback and insights with relevant teams to inform product development and marketing strategies. - Identify operational friction in day-to-day work and propose practical improvements with supporting context. - Participate in team pilots, process updates, or change initiatives, providing thoughtful feedback based on direct customer impact. - Create reusable frameworks, templates, and playbooks that benefit the broader team. Qualifications - 3+ years of experience in Customer Success or related roles with mid-market or enterprise customers. - Proven ability to manage numerous accounts using CS tools and methodologies. - Track record of driving retention, upsells, and renewals within a scalable model. - Strong data analysis skills to optimize account performance and inform decision-making. - Excellent cross-functional collaboration abilities. - Experience with conflict resolution and crisis management. - Exceptional presentation skills and data storytelling abilities. - Strong time management and prioritization skills. - Demonstrated ability to align customer needs with product features and company goals. - Self-directed work style with good judgment about when to escalate issues. Benefits - Competitive compensation and benefits. - Position is remote within the US. - Minimal travel. - Limited physical demands. Company Description This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you! ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.