Cardata

• Conduct qualitative and quantitative user research, including interviews, surveys, shadowing, and usage analytics to understand workflows and pain points. • Analyze findings to determine efficient, flexible, and consistent workflows that address user needs. Create design artifacts (user journeys, personas, storyboards, etc.) to communicate design concepts and strategies. • Translate research insights into polished, high-fidelity designs using Figma and similar tools. • Continuously refine ideas and designs by incorporating user feedback through usability testing, prototypes, and other interactive solutions. • Evaluate, choose, and implement an industry-leading design system framework (such as Material UI, Ant Design, Chakra UI, or Tailwind CSS). • Maximize design and developer productivity by building a component library (in Storybook or similar tool). Populate both the design system and style guide with content, including typography, colour schemes, iconography, and component guidelines. • Ensure designs adhere to accessibility standards (WCAG guidelines) and support scalability across future platform iterations. • Partner with developers to ensure smooth handoff and implementation of design assets. • Work closely with cross-functional teams to align design goals with business objectives. • Help plan and execute beta testing to validate design effectiveness, iterating based on feedback to improve usability and satisfaction.

• Own new customer implementations from Sales handoff through go-live and initial post-launch validation. • Lead kickoff calls, align on timelines, milestones, responsibilities, and launch requirements. • Gather customer requirements, workflows, business rules, and configuration needs. • Configure customer programs, workflows, permissions, rules, and system settings in Cardata’s platform. • Validate customer data, test configurations, troubleshoot issues, and confirm launch readiness. • Deliver onboarding and training for customer admins, operational stakeholders, drivers, and end users. • Manage expectations, track milestones, dependencies, risks, and customer action items and next steps throughout implementation. • Coordinate cross-functional deliverables across Sales, Customer Success, Product, and Engineering and internal systems teams to ensure smooth launches. • Complete structured handoffs to Customer Success and Account Management after go-live. • Escalate implementation risks early to maintain launch commitments, surface recurring implementation challenges, product feedback, and process improvement opportunities. • Continuously identify opportunities to automate implementation activities and reduce manual effort through system enhancements and AI-enabled workflows. • Contribute to implementation documentation, templates, training materials, and scalable workflows.

• Own a portfolio of strategic accounts and deliver measurable outcomes that drive customer ROI. • Lead consultative onboarding and successful program implementations, ensuring executive alignment and using established playbooks and processes. • Drive revenue growth across your portfolio through increased adoption, program optimization, and successful renewals. • Monitor engagement, program performance, and usage trends to ensure customers are realizing value from their program. • Identify and drive opportunities to expand Cardata's programs within existing accounts based on customer goals, usage insights, and organizational changes. • Build trusted relationships with key stakeholders including executives, program administrators, HR leaders, and finance partners. • Lead executive business reviews and QBRs that showcase data-backed value and growth opportunities. • Create and deliver engagement strategies that deepen adoption, sustain long-term value, and strengthen customer loyalty. • Drive end-to-end renewal cycles, negotiating terms and securing multi-year commitments where possible. • Monitor customer health indicators and identify early signs of risk or disengagement.

• Serve as the first point of contact for users, responding to inquiries through phone and email via Zendesk while delivering a positive and professional customer experience. • Use consistent troubleshooting techniques to quickly and efficiently identify the source of customer issues and provide timely, accurate, and appropriate solutions. • Handle reimbursement, compliance, documentation, and program-related inquiries with accuracy, empathy, and attention to detail. • Properly document, track, and manage customer issues and resolutions in accordance with established processes. • Follow escalation procedures as required, partnering with internal teams to ensure timely resolution of complex issues. • Educate users on Cardata products, program features, workflows, and navigation of Cardata Cloud and the Cardata Mobile App by sharing relevant resources and guidance. • Review compliance documentation to ensure information aligns with program specifications, policies, and requirements. • Identify recurring customer issues, usability challenges, and resource gaps, and recommend improvements to processes, documentation, and support resources. • Create, maintain, and contribute to internal and customer-facing knowledge base content, FAQs, and support documentation to improve self-service and operational efficiency. • Collaborate cross-functionally with Customer Success, Finance, Sales, Product, and other teams to resolve customer concerns and improve the overall customer experience. • Share customer feedback, trends, and actionable insights with internal stakeholders to help drive product and process improvements. • Participate in team meetings, training sessions, and continuous learning opportunities to maintain expertise in Cardata products, programs, and policies. • Meet or exceed key performance indicators (KPIs), including response time, resolution time, customer satisfaction, and quality standards.

• Lead, manage, and mentor a team of BDRs to exceed lead generation and sales targets. • Develop and execute outbound sales and marketing strategies to generate high-quality leads. • Partner closely with Marketing to support campaign execution, lead follow-up, event outreach, content promotion, and demand generation initiatives. • Collaborate cross-functionally with Marketing, Sales, and Revenue Operations to ensure alignment on target markets, messaging, lead quality, reporting, and pipeline goals. • Establish and track team KPIs, providing feedback and coaching to improve performance. • Conduct performance reviews, provide training, and create development plans for team members. • Manage HubSpot CRM to ensure effective lead tracking, follow-ups, and reporting. • Analyze sales, campaign, and performance data to identify trends and opportunities for improvement. • Continuously improve outbound prospecting methods (email, phone, social outreach) and optimize workflows. • Leverage AI tools, automation platforms, and modern sales technologies to improve prospecting efficiency, personalization, research, reporting, and overall BDR productivity. • Evaluate, test, and implement new tools and workflows that help scale outbound efforts while improving the quality and relevance of human interactions. • Use data and technology to help the BDR team prioritize accounts, identify buying signals, personalize outreach, and improve conversion rates. • Stay informed on industry trends, emerging technologies, and best practices in sales development to keep the team competitive. • Contribute to overall company growth by identifying opportunities for scaling the business development function.

• Build features in React Native, end-to-end, from concept to production. • Drop into native code when the work calls for it. • Own React Native upgrades, dependency management, new architecture migrations, and the occasional Java-to-Kotlin or Obj-C-to-Swift cleanup. • Help shape our component library and design system as it evolves. • Use Cursor, Claude Code, or similar to prototype quickly, reduce boilerplate, and assist with debugging, refactoring, and test generation. • Compose AI workflows beyond prompt engineering: agents, subagents, custom skills, and MCPs, used deliberately to hit a goal. • Help us improve how the team uses AI as the tooling matures. • Write clean, maintainable, well-tested code. • Contribute to code reviews, ADRs, and engineering standards. • Help define and evolve best practices, patterns, and architecture. • Ensure high quality through testing. • Curiosity counts. We want engineers who notice gaps and come up with solutions that improve the experience for our drivers. • Work closely with Product, Design, other engineers, and SME’s from other parts of Cardata to shape solutions, not just implement tickets. • Break complex problems into clear, shippable increments. • Own delivery from start to finish.

• Build high-quality, performant workflows and experiences using React and Next.js • Contribute across the stack, which includes: TypeScript, NestJS, NestJS and PostgreSQL • Develop scalable UI architecture using component libraries and design systems • Own features end-to-end, from concept to production • Leverage tools like Cursor or Claude Code to rapidly prototype and ship features • Improve code quality and reduce boilerplate • Assist in debugging, refactoring, and test generation • Write clean, maintainable, well-tested code • Contribute to code reviews, RFCs, and engineering standards • Help define and evolve best practices, patterns, and architecture • Ensure high quality through testing (unit/integration/E2E) and strong fundamentals • Work closely with Product, Design, other engineers, and SMEs from other parts of Cardata to shape solutions, not just implement tickets

• Own product strategy for your domain, aligning customer needs, business objectives, and technical constraints. • Conduct regular customer and user research through interviews, feedback analysis, and usage data. • Define and evolve multi-persona product experiences for complex B2B customers. • Perform competitive and market intelligence to inform roadmap decisions and positioning. • Translate company-level strategy into clear product initiatives and outcomes. • Own and prioritize the product backlog in close partnership with Engineering. • Write clear, actionable user stories and acceptance criteria. • Lead backlog grooming and sprint refinement sessions. • Collaborate daily with Engineering and Design to ensure high-quality delivery. • Make pragmatic tradeoffs between scope, speed, and quality. • Partner closely with Engineering, Design, Customer Success, Support, Sales, and Marketing. • Act as a clear, credible product voice with internal and external stakeholders. • Support go-to-market efforts by aligning roadmap priorities with customer and revenue needs. • Communicate plans, progress, and tradeoffs effectively to leadership.