Clutch

• Build a strong understanding of Clutch’s business, platform, customers, and support workflows • Partner with a buddy to learn how we investigate and troubleshoot issues, handle escalations and incidents, and communicate clearly with customers • Begin picking up tickets independently, owning investigations end to end, and knowing when to ask for help to move things forward efficiently • Independently manage your ticket queue, handling a broad range of support requests, including escalations, incident collaboration, monitoring alerts, and more complex investigations • Use operational metrics to understand your performance and deliverables, and to align your work with team-level north-star KPIs • Navigate escalation paths with confidence, raising issues with the appropriate teams and stakeholders when needed • Contribute to shared knowledge by documenting known issues and learnings as knowledge base articles, feature requests, or bug reports • Share your expertise with the team through knowledge sharing and, when applicable, by supporting the onboarding of new team members • Actively work toward a senior scope by partnering with your manager on a growth plan and taking on increasingly complex technical and operational challenges • Proactively surface and drive improvements, whether in processes, tooling, or product, contributing to the evolution of Support Engineering beyond individual ticket resolution

• Learn our GTM structure, systems, and monthly close/forecast calendar. • Build GTM reporting (monthly variance analysis, KPI dashboards, and budget-vs-actual reviews) with support from FP&A Lead. • Build relationships with key Sales, Marketing, and Customer Success stakeholders and sit in on their team's planning/pipeline reviews. • Get up to speed on our sales compensation plans and current-year budget assumptions. • Independently own the GTM forecast cycle end-to-end, including headcount, commissions, and program spend. • Be the primary finance point of contact for GTM leaders (e.g., a VP of Sales or Marketing), fielding their ad hoc requests and proactively flagging risks/opportunities in their numbers. • Deliver your first full board or QBR package section for GTM metrics. • Be fully embedded as a trusted advisor to GTM leadership, influencing decisions on hiring pace, territory/quota design, or spend allocation. • Lead a cross-functional analysis from scratch (e.g., new segment economics, campaign ROI deep-dive, or commission plan redesign impact). • Have implemented at least one process improvement that measurably reduces manual effort or improves forecast accuracy. • Support pricing/packaging analysis, deal desk economics, and new market or segment investment cases as needed.

• Directly owning end-to-end delivery for 2-3 of our largest and most strategic customer implementations, including the build, testing, and go-live processes. • Leading cross-functional triage of issues surfaced during implementations — translating customer-facing problems into well-scoped tickets, partnering with Product and Engineering to diagnose root cause, and driving them to resolution even when ownership spans multiple teams. • Serving as a technical resource for the team's most challenging problems, partnering on escalations and complex integration work across implementations. You are an expert at driving clarity in ambiguous situations. • Increasing implementation efficiency across the team — identifying bottlenecks and repetitive work, then designing the process, tooling, and standards that help everyone deliver more effectively. • Feeding implementation learnings back into the product — surfacing recurring pain points and feature gaps to Product and Engineering, and helping turn implementation into a product. • Supporting teammates' growth through mentorship and knowledge-sharing. • Being a knowledgeable resource on Clutch's platform capabilities and design patterns across products (DAO, Lending, and beyond). • Defining where AI can expand what the implementation team is capable of, and helping build the AI-enabled workflows and standards the team adopts. Resisting one-off solutions and bringing a systems thinking approach to delivery in the AI era. • Communicating plans, progress, and risk clearly to both internal partners and senior customer stakeholders.

• As a Senior Solutions Engineer at WithClutch, you will be a pivotal member of our sales team, responsible for bridging the gap between our solutions and our customers' needs. • You will combine your technical expertise with your industry knowledge and strong interpersonal skills to effectively communicate the value of our platform to potential and existing clients. • This role requires a deep understanding of our product capabilities, excellent problem-solving abilities, and the ability to establish strong relationships both externally and internally. • Have a full understanding of the problems we are solving with our technology and be able to assign our solutions/features to the specific pains our clients are feeling. • Be able to autonomously configure demo instances for consumer lending and consumer deposits and will have mastered the associated product demo talk tracks. • Run at least 1 full sales cycle where you have played the leading role, including solution design for consumer deposits and/or lending. • Be the default point of technical escalation for at least one class of complex deals. • Work semi-autonomously with limited oversight from management. • Be seen as a product expert across all solutions that Clutch provides. • Have introduced an AI-enabled workflow that the full SE team has adopted, pointing to a measurable efficiency gain...

• Learn Clutch’s AP and AR workflows across QuickBooks Online, Sequence, and Salesforce, and become the primary processor for vendor invoices and customer billing. • Own day-to-day AP: code and enter vendor invoices, process payment runs, and reconcile vendor statements. • Own day-to-day AR: create and issue customer invoices from signed contracts, apply cash receipts, and monitor the AR aging report. • Partner with the Senior Accountant and Accounting Manager to understand how AP and AR feed into the monthly close. • Manage a full AP payment cycle and AR collections cadence independently, flagging exceptions before they become problems. • Reconcile the Sequence to QuickBooks billing data flow and resolve unmapped items. • Support month-end AP/AR-related reconciliations and accruals, including accrued expenses and deferred revenue support schedules. • Build stronger working relationships with Sales, Customer Success, and vendors to resolve billing and payment issues proactively. • Take ownership of process documentation for AP and AR workflows, identifying opportunities for automation. • Support ASC 606 documentation for standard revenue contracts under the guidance of the Senior Accountant. • Contribute to audit prep by compiling AP/AR schedules and supporting documentation. • Take on expanded responsibilities as the accounting function scales, a natural growth path toward a Senior Accountant role.

• Develop a strong understanding of Clutch’s business model, credit union client base, and month-end close process. • Own assigned balance sheet reconciliations and journal entries with accuracy and timeliness. • Become proficient in QuickBooks Online and our broader financial stack, including our Rippling integration. • Partner with cross-functional teams to ensure transactions are recorded accurately and in accordance with U.S. GAAP. • Own at least one full close cycle end-to-end, documenting the process, while identifying opportunities to improve efficiency and strengthen controls. • Take ownership of key general ledger areas, including the chart of accounts, prepaid asset schedules, and fixed asset/depreciation registers. • Assist with technical accounting analyses, including revenue recognition under ASC 606. • Help improve and document accounting policies, close procedures, and internal controls, including materiality thresholds and expense limits. • Compile PBC lists, support audit requests, and act as a primary operational point of contact for external auditors during our financial statement audit. • Partner with FP&A and business stakeholders to improve financial reporting and operational insights, and coordinate monthly GL workflows with our distributed accounting team, reviewing their deliverables for accuracy and U.S. GAAP alignment. • Serve as a trusted accounting partner across the organization, providing guidance on accounting impacts for new products, contracts, and business initiatives. • Lead process improvement projects that increase automation, scalability, and close speed. • Recommend and implement best practices to support a growth-stage business, including timely and accurate sales tax and annual tax reporting. • Mentor junior team members and contribute to building a high-performing accounting function prepared for continued growth.

• Get oriented fast: Build a strong working understanding of Clutch's lending products, the borrower and operator journeys, and the compliance and legacy-system realities they sit inside, quickly enough to start contributing. • Build relationships and credibility: Establish yourself with the product managers, engineers, and credit union partners you'll work with, and start earning trust as a design leader on the team. • Get hands-on with AI: Ramp on Clutch's AI design tooling and practices, using AI to prototype and explore from week one. • Own a significant area end to end: Take a large, loosely-defined design project from discovery through delivery, defining the problem and scoping the work yourself. • Design & ship real flows: Lead design on a substantial piece of the loan-application experience, reducing friction for borrowers and operators alike. • Build, not just mock: Use AI to create working prototypes, and ship simpler production changes yourself in partnership with engineering. • Drive clarity through research: Run interviews, concept tests, and usability sessions to validate your decisions, and bring the insights back to your partners. • Think in systems: Map full workflows (handoffs, compliance touchpoints, edge cases) and design reusable, scalable patterns rather than one-off screens. • Own a critical, high-stakes workflow: Lead design end to end for a core part of the lending journey (e.g., intake or decisioning), including the ambiguity and cross-team dependencies that come with it. • Shape direction, not just execution: Bring research and data into roadmap and prioritization conversations, influencing what the team builds and why. • Raise the bar on team craft: Drive design critique, share what you're learning about AI-assisted workflows, and help improve process and documentation across the team. • Collaborate with judgment: Partner closely with PMs and engineers as a true thought partner, knowing when to run independently and when to bring partners in to turn user and business needs into production-ready designs.

• Complete a full audit of the GTM stack and bring data quality from its current state to a reliable foundation • Build enrichment pipelines that keep account and contact data accurate and current • Deploy and configure all core integrations so tools are talking to each other cleanly • Identify website visitors, tweak lead scoring, and create automated routing so the right accounts surface to the right people without manual work • Launch the first fully automated campaign end to end — list builds, sequences fire, responses route, pipeline gets attributed • Create a solution that ensures data quality stays reliable • Deploy outbound sequencing across the full AE team with personalized, data-driven messaging at scale • Deliver full marketing attribution so every dollar spent is connected to pipeline, including renewal and expansion • Have a custom intent signal engine surfacing buying signals the team can act on in real time across both new logo and customer accounts • Run multi-channel orchestration where a single trigger fires coordinated actions across tools — including CS touch points with no human handoff required • Deploy renewal risk scoring that flags accounts showing early churn signals — before CS has to manually notice • Own a GTM infrastructure that operates with meaningful autonomy — and have a clear point of view on where it goes next • Build a customer health score that informs both Sales and Marketing, not just CS

• Quickly build trust and credibility with your team and cross-functional partners, while forming a sharp POV on our delivery motion and where it’s leaving speed and efficiency on the table. • Identify and launch early high-impact changes, demonstrating a bias for action and experimentation rather than waiting for a full assessment cycle. • Own the delivery metrics that matter (CSAT, time to implementation, utilization, and delivery predictability), and establish the cadence and visibility to manage these metrics. • Lead the team to operational changes that materially bring time-to-implementation down to our targets across all products, without trading away quality. • Reshape how the team is measured and incentivized to reward impact and outcomes over activity. • Raise the performance bar across the organization by building the systems that enable clear expectations, priorities, and feedback. • Reinvent roles on the team using scalable, innovative technology and methods to change *how* delivery work gets done. • Institutionalize a scalable delivery operating model that holds as Clutch brings new products to market. • Develop the manager layer into leaders that autonomously own outcomes, drive performance, and grow their people. • Deliver clear, executive-level visibility into delivery health, risk, and economics of the motion, contributing actively to growth strategy & direction.

• Take ownership of the ML serving API that serves NBA recommendations, partnering with the data engineer who's been building it, and harden it for low-latency production traffic • Build the first repeatable deployment pipeline: model artifact → versioned, deployable, rollback-able production service, with infrastructure defined as code • Stand up the monitoring foundation: latency/error/drift dashboards, alerting, and audit/trace visibility across models and agents • Build a working relationship with HAL and become the data team's go-to on ML serving and reliability decisions • Be the primary owner (with data engineer support) of the ML serving platform and deployment pipelines for NBA and our ML models • Have at least one production model and one production agent fully instrumented — versioning, monitoring, alerting, and multi-tenant gating in place • Define the data team's playbook for shipping a new ML model to production, end-to-end • Drive architectural decisions across APIs, processing pipelines, distributed compute, storage, search, observability, cloud infrastructure, and model-serving workflows • Mentor the data engineers on MLOps patterns so they can confidently support and extend the systems you own • Operate as the technical lead within the data team for NBA production ML operations — the person other teams come to when they want to understand how Clutch ships and runs ML reliably • Have measurably improved cost and latency • Be shaping the data team's roadmap for the next generation of ML infrastructure, in partnership with the PM and data scientist • Help us decide what to hire next as the team scales