Clutch

• Quickly assess Clutch's legal tech stack — including our CLM platform and trust center — and identify early improvements • Independently manage due diligence requests from vendors and credit union partners, applying your existing experience to respond accurately and with sound judgment • Build relationships across the organization to understand where information lives and who owns it • Own contract intake and tracking in the CLM from day one, bringing structure and process rigor to an existing system • Independently manage due diligence requests, exercising sound judgment about what to share and when to escalate • Take ownership of trust center maintenance, keeping documents current, and tracking renewal deadlines • Actively support the sales team during contract redline reviews by identifying issues and flagging concerns • Develop working familiarity with the regulatory and compliance environment relevant to our credit union partners • Proactively monitor contract and compliance document expiration dates and own the deadline-tracking process end-to-end • Help identify and implement process improvements that make the legal team more efficient • Serve as a knowledgeable, trusted resource for internal teams on legal operations and contract-related questions • Take on greater ownership of cross-functional legal projects with increased autonomy.

• As a Senior Backend Software Engineer on the DAO team, you will design, build, and maintain scalable systems that deliver a first-class experience for both Credit Union members and staff. • You'll own problems end-to-end: from understanding business requirements and making architectural tradeoffs, to shipping reliable solutions with minimal oversight. • Collaborate closely with Product and Design teams, as well as external partners, enhancing skills beyond engineering, such as communication, product thinking, and negotiation. • Ensure high-quality code, enabling efficient delivery of features and improvements. • Write elegant, efficient, and testable code that is easy to maintain and debug. • Own medium-to-large features from technical design through to production. • Proactively identify and address technical debt or reliability gaps in your area. • Continuously improve the team’s processes, brainstorm ideas, and communicate statuses and progress.

• Complete a full audit of infrastructure, security posture, vendor accounts, and IT operations. Identify gaps and quick wins. • Take ownership of all vendor relationships and complete account transfers from the previous director. • Establish your working relationship with every engineering team, Finance, Legal, and Customer Success. • Assess and strengthen incident response protocols and cybersecurity monitoring (Datadog SIEM, Cloudflare). • Evaluate and stabilize IT operations, including support SLAs and the endpoint management program. • Drive vendor rationalization. We have 30+ tools identified for review ($229K in immediate cuts, $1.2M under evaluation). Own the decision-making and execution. • Implement improvements to our compliance program (SOC 2 Type II, GLBA) and own the next audit cycle. • Optimize cloud infrastructure costs and performance across our AWS organization (multiple accounts, ECS Fargate, Aurora PostgreSQL). • Improve sandbox and environment management for customer implementations. Credit unions need secure, reliable sandbox environments for onboarding. • Define and begin executing on the team structure and hiring plan for your org. • Have a fully staffed and operating Platform Engineering org with clear ownership boundaries. • Advance cloud security and data protection strategies, including improvements to per-partner data segregation and encryption (AES-256, FIPS 140-2 Level 3). • Lead a company-wide security awareness program and foster a security-first culture across engineering. • Drive automation and tooling improvements that measurably reduce toil for the broader engineering org. • Own and present the platform roadmap, including infrastructure scaling strategy for the next 12 months.

• Get up to speed on Clutch's products, buyers, and competitive landscape, and produce your first round of sales enablement materials. • Audit existing pitch decks, battlecards, and one-pagers, and deliver an updated, organized library that reps can actually use. • Shadow deal cycles and sales calls to understand how buyers think and where current messaging falls short. • Ship content in support of at least one active product or feature launch. • Own end-to-end execution of a major product launch, from internal brief to external content to sales readiness. • Have at least one customer case study in the market with measurable outcomes. • Establish a repeatable process for competitive intelligence updates that keeps battlecards current without heroic effort. • Be the go-to resource for Sales when they need positioning help or deal support. • Have a full sales enablement library in place across Clutch's core products, maintained and actively used by reps. • Own the product marketing calendar and drive launch planning proactively rather than reactively. • Have multiple customer proof points in the market and a pipeline of future case study candidates in progress. • Be operating at full strategic capacity, bringing market and buyer insights back to Product to influence roadmap priorities.

• Lead and architect technical vision for large enterprise customers' implementation, testing, and reporting • Work with and directly support our customers to craft the best possible experiences for users in Clutch • Implement and troubleshoot Clutch solutions in a wide array of configurations and Client environments • Be an expert on Clutch’s platform capabilities and app design patterns • Work closely with cross-functional teams to improve and evolve products based on Client requirements and feedback • Manage the day-to-day operational and tactical aspects of multiple Implementation projects • Effectively communicate plans, progress, and status to both internal and Customer stakeholders • Collaborate with Customer Success, Support, Product, and Engineering teams within Clutch to improve the platform • Improve internal processes, tooling, and documentation to help Clutch scale effectively and increase implementation efficiency.

• Step into the monthly close, meet the existing calendar, and publish a current-state read on what is clean, what is manual, and where automation will move the needle first • Take ownership of AP/AR from the VP of Finance and identify the top automation opportunities across the stack • Learn our tooling end-to-end—QuickBooks Online, Rippling, Sequence HQ —and form a point of view on ERP requirements • Build relationships with the Head of FP&A, People, Legal, Engineering and map the accounting touchpoints across each of their workflows • Partner with the Head of FP&A to complete ERP selection and kick off implementation • Ship the first wave of automation wins—reconciliations, accruals, AP routing—measurably reducing manual effort in close and month-to-month operations • Formalize and document the accounting policies that are currently tribal knowledge (prepaid amortization, fixed assets, materiality thresholds, revenue recognition) • Run a clean, predictable monthly close that the rest of the business trusts and uses • Deliver the ERP implementation and a post-migration close that is faster, cleaner, and more automated than what came before • Lead the next audit cycle end-to-end with a well-managed PBC process and a strong auditor relationship • Build the roadmap for the next phase of the function—tooling, headcount, and process—as Clutch continues to scale • Have moved the accounting function toward a best-in-class benchmark in fintech, measured in close speed, audit readiness, and degree of automation

• Conduct a full audit of the existing events program — budget, vendors, processes, and past performance — and identify quick wins and gaps • Build and own the master events calendar across conferences, field marketing, customer events, and sponsorships • Establish relationships with key vendors, venues, and agency partners to support a scaled program • Define success metrics and a reporting framework for all external events • Independently execute 2–3 flagship events end-to-end, from strategy and logistics to on-site management and post-event reporting • Develop repeatable playbooks and SOPs for each event type (conferences, customer events, field marketing, sponsorships) • Build a sponsorship evaluation framework to ensure activations are selected and negotiated for maximum ROI • Partner with Sales and Marketing to align event pipeline contribution goals and integrate events into broader GTM motions • Own and scale a full-year events calendar that drives measurable pipeline, brand awareness, and customer engagement • Launch at least one net-new event format or expanded activation that elevates Clutch's presence in the market • Deliver a post-mortem and optimization plan across all event types, with data-backed recommendations for the following year's strategy • Operate as the internal authority on events, managing cross-functional stakeholders and a growing budget with full autonomy

• Baseline our control library mapped to SOC 2, PCI DSS, and key fintech obligations. • Implement lightweight evidence collection pipelines for top controls such as access reviews, backup tests, vulnerability management, and CI/CD change management. • Complete a security risk register refresh with likelihood and impact ratings, and publish a quarterly risk report. • Lead our next SOC 2 Type II audit cycle end‑to‑end, including auditor coordination, population requests, and walkthroughs. • Roll out a vendor risk management workflow integrated with procurement and Legal, including tiering, due diligence, and continuous monitoring. • Partner with Engineering to define secure SDLC checkpoints and automate evidence from GitHub, CI, and cloud. • Develop an AI/ML risk assessment framework covering model governance, training data privacy, and shadow AI usage across the organization. • Drive PCI DSS certification readiness, including SoA ownership, internal audits, and management review inputs. • Establish KPI/KRIs and dashboards for control effectiveness and risk trends consumed by execs and customers. • Mature incident response playbooks and conduct at least one cross‑functional tabletop with measurable improvements. • Establish AI governance policies and integrate AI risk into the existing risk register, vendor assessments, and compliance monitoring.

• Take ownership of a portfolio of 16–20 accounts, including several large customers in active onboarding. • Build relationships with executive sponsors and key day-to-day contacts. • Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures. • Support adoption of core product capabilities and begin spotting areas for future expansion. • Successfully complete onboarding for your in-flight customers and transition them into post-implementation success management. • Establish “3 wide, 3 deep” relationships across your accounts. • Partner with internal teams (product, support, implementation) to solve customer challenges and influence roadmap priorities. • Lead high-impact QBRs/EBRs (onsite & virtual) with executive stakeholders, supported by data-driven insights into customer performance and opportunities • Identify and surface 2–3 expansion signals to your AE • Use customer data to surface actionable insights that drive adoption and executive alignment • Be recognized by your customers as a trusted advisor who delivers measurable business value. • Consistently drive deeper adoption across your portfolio. • Work with the sales team to generate net-new opportunities through referrals • Conduct whitespace analysis across your portfolio and develop identified opportunities jointly with your AE

• Within 3 months, you will: Complete a full assessment of the strategic team — pipeline health, rep performance, deal quality, and territory coverage. • Establish your weekly operating cadence: pipeline reviews, deal inspections, 1:1 coaching sessions, and forecast calls. • Build relationships with every active strategic opportunity and co-sell on the top 5 deals in the pipeline. • Understand Clutch's product suite, competitive landscape, and the credit union buying process at a deep level. • Within 6 months, you will: Drive measurable improvement in pipeline generation, stage progression, and forecast accuracy across the team. • Implement a rigorous deal inspection framework (MEDDPIC) and hold the team accountable to it weekly. • Partner with Marketing and TruStage to build joint pipeline programs targeting top strategic accounts. • Close at least 2 strategic deals alongside your reps, demonstrating the selling standard you expect. • Identify and begin recruiting for any open seats or performance upgrades on the team. • Within 9 months, you will: Have the team consistently operating at 3x+ pipeline coverage against quarterly targets. • Deliver accurate, defensible forecasts within 10% variance. • Establish yourself as the go-to executive sponsor on the largest strategic deals. • Build a rep development program that accelerates ramp time and raises average attainment across the team. • Contribute to GTM strategy — territory design, comp planning, account tiering, and segment-level go-to-market plays.