CWILL

Title: Accounting Specialist- Bilingual Mandarin Required Location: Cary, North Carolina, United States Job Description: About CWILL CWILL (pronounced "quill") is a post-purchase and retention suite built for Shopify brands. Reduce support tickets, recover lost revenue from returns, and turn one-time buyers into loyal fans — with tools purpose-built for every touchpoint that follows the sale. The Role About the Role We're looking for an Accounting / Finance Specialist to join our small but mighty finance team. This is a hands-on role covering both accounts payable and accounts receivable, with exposure to US-China cross-border financial operations. You'll work closely with our Head of Finance and take real ownership of your book of work — not just processing transactions, but helping us build clean, reliable financial processes as we scale. This role is ideal for someone early in their finance career who's eager to learn fast, take initiative, and grow with a SaaS company. What You Will Own Daily Accounting and Finance Operations - Own daily bank account and corporate credit card reconciliations; perform full-cycle bookkeeping for the US entity and support monthly and quarterly close - Prepare financial statements and management reports as needed, including P&L, balance sheet, cash flow, and variance analysis - Build and improve employee expense reimbursement processes; review receipts and supporting documentation, ensure compliance, and maintain organized digital records - Manage accounts payable and accounts receivable, including vendor invoice review, local payment coordination, customer billing support, and collections follow-up as appropriate - Calculate and review sales commissions based on approved incentive plans; participate in incentive-plan improvement discussions and provide channel ROI analysis with actionable recommendations Tax, Compliance, Payroll, and External Partners - Act as the internal finance point of contact for external US CPA/tax advisors; organize clean financial data and support federal, state, local, income tax, and sales tax filings - Monitor relevant US federal, state, and local finance/tax compliance requirements and flag risks or optimization opportunities to leadership - Support transfer-pricing review and related cross-border finance documentation in coordination with the China finance team and external advisors - Partner with HR to review and support US payroll and benefits administration through systems such as Deel, Gusto, or similar platforms, including payroll data review and tax withholding coordination Finance Process, Internal Controls, and Documentation - Design and implement practical finance controls for CWILL's stage, including purchase approval workflows, payment authority matrices, reimbursement policies, and documentation standards - Maintain fixed asset records for the US office and ensure finance records, contracts, invoices, receipts, and key legal documents are properly archived digitally and, where needed, physically - Identify opportunities to automate, standardize, or simplify finance operations using modern tools such as QuickBooks Online, Xero, Ramp, Brex, Excel, and related systems Requirements What We Are Looking For · Bachelor’s degree or higher in Accounting, Finance, or a related field; · 0-3 years of hands-on US accounting/finance experience, including full-cycle accounting, close support, AP/AR, reconciliations, tax coordination, and reporting. · Experience in SaaS, Shopify ecosystem, cross-border e-commerce, technology, or startup environments is preferred. · Comfort with SaaS revenue and operating metrics such as ARR, MRR, churn, deferred revenue, subscription billing, and investor/auditor expectations. · Proficiency with QuickBooks Online or Xero; familiarity with modern finance and operations tools such as Ramp, Brex, Deel, Gusto, or similar platforms. · Advanced Excel/Google Sheets skills, including lookups, pivot tables, data cleaning, and financial analysis. · Native or professional-level English for working with US employees, banks, CPA/tax advisors, auditors, and investors; strong Mandarin Chinese ability for collaboration with China-based finance teams. · High integrity, discretion, accuracy, and ownership; able to manage confidential financial information responsibly. · Hands-on, low-ego operating style; comfortable working without a large finance team and independently handling detailed execution while building scalable processes. Work Location and Relocation This position is based in North Carolina. CWILL may consider a hybrid or remote work arrangement depending on business needs, the candidate’s location, compliance considerations, and company policy. Candidates who are not already local must be able and willing to relocate to Cary NC. Benefits Starting Pay: 70 - 100k depends on experiences, open to negotiation - 401(k) - PTO - Paid Holidays - Insurance

Role Description CWILL is hiring a Customer Success Manager to support and grow relationships with eCommerce merchants using our post-purchase and retention products. You will work closely with merchants to help them get the most out of CWILL — from onboarding through ongoing adoption. You'll resolve issues, monitor account health, surface customer feedback, and collaborate with internal teams to make sure merchants are successful. This is a hands-on, customer-facing role where no two days look the same. The ideal candidate is customer-obsessed, a clear communicator, and comfortable working in a fast-moving startup where some processes are still being built. You don't need to have all the answers — you need to be resourceful, follow through, and genuinely care about merchant outcomes. What You'll Do - Onboarding & Adoption - Guide new merchants through onboarding, including setup, product configuration, and early best practices across CWILL's suite of tools. - Help customers adopt features across order tracking, returns, shipping protection, reviews, loyalty, and retention workflows. - Identify early adoption risks and proactively help customers reach value faster. - Maintain onboarding checklists, templates, and enablement materials for common customer segments. - Account Management & Retention - Manage a portfolio of SMB merchants as their main point of contact. - Monitor account health, product usage, and renewal or churn signals. - Run regular customer check-ins and performance conversations focused on outcomes. - Support upsell, cross-sell, and renewal opportunities by flagging customer needs to the team. - Support & Issue Resolution - Triage customer issues, coordinate with internal teams, and communicate clearly with customers through to resolution. - Identify repeat support themes and flag them as product feedback or help center improvements. - Maintain high standards for responsiveness, follow-through, and documentation. - Insights & Collaboration - Capture customer feedback, feature requests, and competitive insights from daily merchant conversations. - Share customer context with Product and Marketing to inform roadmap and content priorities. - Keep CRM records, account notes, and lifecycle stages accurate and up to date. Qualifications - Bachelor's degree or equivalent practical experience. - 2+ years of experience in Customer Success, Account Management, Support, or a related customer-facing SaaS role. - Experience working with B2B SaaS customers; eCommerce, Shopify ecosystem, DTC, or retention software experience is a plus. - Strong written and verbal communication skills — you can explain product value clearly, resolve conflict calmly, and build trust with customers. - Organized and reliable, with the ability to juggle multiple accounts and priorities without dropping the ball. - Comfortable using CRM and support tools such as HubSpot, Intercom, Zendesk, Gorgias, or similar platforms. - Self-starter who can operate independently in a startup environment where not everything is documented yet. Nice to Haves - Direct experience with Shopify merchants or Shopify apps. - Familiarity with post-purchase, returns, order tracking, loyalty, reviews, or retention products. - Experience supporting SMB or founder-led eCommerce brands. - Basic data skills in Excel, Google Sheets, or HubSpot reporting. - Bilingual in English and Mandarin Chinese — helpful for collaborating with our global teams. Benefits - Starting Pay: 60-80K + Commission, depends on experiences, open to negotiation - 401(k) - PTO - Paid Holidays - Insurance Company Description CWILL (pronounced "quill") is a post-purchase and retention suite built for Shopify brands. We help merchants reduce support tickets, recover lost revenue from returns, and turn one-time buyers into loyal fans — with tools purpose-built for every touchpoint that follows the sale.

Title: Finance Manager - Bilingual Mandarin Required Location: California, United States Job Description: Description About CWILL RemoteFull timeFIN California, United States OverviewApplication Description About CWILL CWILL (pronounced "quill") is a post-purchase and retention suite built for Shopify brands. Reduce support tickets, recover lost revenue from returns, and turn one-time buyers into loyal fans — with tools purpose-built for every touchpoint that follows the sale. Our website: The Role CWILL is hiring a hands-on Finance Manager to own day-to-day finance operations for our US entity while building scalable finance processes for the next stage of growth. This role is ideal for someone who can operate independently in an early-stage environment, maintain rigorous US GAAP standards, and translate business needs between US local operations and the finance team in other regions. You will manage full-cycle accounting, AP/AR, expense processes, tax and CPA coordination, payroll support, reporting, cash forecasting, internal controls, and finance support for sales and operations. The role requires both strong execution and the judgment to design practical processes as the US business scales. What You Will Own Daily Accounting and Finance Operations · Own daily bank account and corporate credit card reconciliations; perform full-cycle bookkeeping for the US entity and support monthly and quarterly close. · Prepare financial statements and management reports as needed, including P&L, balance sheet, cash flow, and variance analysis. · Build and improve employee expense reimbursement processes; review receipts and supporting documentation, ensure compliance, and maintain organized digital records. · Manage accounts payable and accounts receivable, including vendor invoice review, local payment coordination, customer billing support, and collections follow-up as appropriate. · Calculate and review sales commissions based on approved incentive plans; participate in incentive-plan improvement discussions and provide channel ROI analysis with actionable recommendations. Tax, Compliance, Payroll, and External Partners · Act as the internal finance point of contact for external US CPA/tax advisors; organize clean financial data and support federal, state, local, income tax, and sales tax filings. · Monitor relevant US federal, state, and local finance/tax compliance requirements and flag risks or optimization opportunities to leadership. · Support transfer-pricing review and related cross-border finance documentation in coordination with other regions' finance team and external advisors. · Partner with HR to review and support US payroll and benefits administration through systems such as Deel, Gusto, or similar platforms, including payroll data review and tax withholding coordination. Finance Process, Internal Controls, and Documentation · Design and implement practical finance controls for CWILL’s stage, including purchase approval workflows, payment authority matrices, reimbursement policies, and documentation standards. · Maintain fixed asset records for the US office and ensure finance records, contracts, invoices, receipts, and key legal documents are properly archived digitally and, where needed, physically. · Identify opportunities to automate, standardize, or simplify finance operations using modern tools such as QuickBooks Online, Xero, Ramp, Brex, Excel, and related systems. US-China Collaboration, Budgeting, Cash Flow, and Financing Readiness · Lead monthly and quarterly close for the US entity and establish a clear US-China accounting adjustment mechanism for differences between US GAAP and China reporting needs. · Partner with the CEO on annual and rolling budgets; build weekly and monthly cash-flow forecasting models to support local operating decisions and overseas fund safety. · Manage the US banking relationship and support the full lifecycle of overseas funds management, including liquidity planning and conservative, low-risk cash-yield strategies where appropriate. · Prepare finance materials for future US financing activities, including investor diligence, third-party audit support, and clear explanations of US finance, tax, and compliance matters. Requirements What We Are Looking For · Bachelor’s degree or higher in Accounting, Finance, or a related field; US CPA or CPA Candidate status is strongly preferred. · 4+ years of hands-on US accounting/finance experience, including full-cycle accounting, close support, AP/AR, reconciliations, tax coordination, and reporting. · Experience in SaaS, Shopify ecosystem, cross-border e-commerce, technology, or startup environments is preferred. · Strong knowledge of US GAAP and practical familiarity with US tax and compliance workflows; ability to work effectively with external CPA/tax advisors. · Comfort with SaaS revenue and operating metrics such as ARR, MRR, churn, deferred revenue, subscription billing, and investor/auditor expectations. · Experience reconciling high-volume, multi-source online payment activity such as Stripe, PayPal, Shopify payouts, or similar merchant/payment systems is a strong plus. · Proficiency with QuickBooks Online or Xero; familiarity with modern finance and operations tools such as Ramp, Brex, Deel, Gusto, or similar platforms. · Advanced Excel/Google Sheets skills, including lookups, pivot tables, data cleaning, and financial analysis. · Native or professional-level English for working with US employees, banks, CPA/tax advisors, auditors, and investors; strong Mandarin Chinese ability for collaboration with China-based teams. · High integrity, discretion, accuracy, and ownership; able to manage confidential financial information responsibly. · Hands-on, low-ego operating style; comfortable working without a large finance team and independently handling detailed execution while building scalable processes. How to Stand Out · You have helped a US entity build finance operations from an early stage and can show examples of practical controls or reporting processes you created. · You have worked in a Chinese cross-border company, founder-led environment, Shopify/DTC/e-commerce ecosystem, or SaaS business. · You can explain complex US accounting, tax, or compliance topics clearly to both US business leaders and China-based finance stakeholders. · You bring a strong sense of business partnership, not only accounting execution: you can support contracts, commissions, ROI analysis, cash planning, and financing readiness. Work Location and Relocation This position is based in california, remote first, may turn into hybrid when office is ready. Benefits Starting Pay: 90 - 130k depends on experiences, open to negotiation 401(k) PTO Paid Holidays Insurance

Role Description CWILL is hiring a hands-on Finance Manager to own day-to-day finance operations for our US entity while building scalable finance processes for the next stage of growth. This role is ideal for someone who can operate independently in an early-stage environment, maintain rigorous US GAAP standards, and translate business needs between US local operations and the China finance team. What You Will Own - Daily Accounting and Finance Operations - Own daily bank account and corporate credit card reconciliations; perform full-cycle bookkeeping for the US entity and support monthly and quarterly close. - Prepare financial statements and management reports as needed, including P&L, balance sheet, cash flow, and variance analysis. - Build and improve employee expense reimbursement processes; review receipts and supporting documentation, ensure compliance, and maintain organized digital records. - Manage accounts payable and accounts receivable, including vendor invoice review, local payment coordination, customer billing support, and collections follow-up as appropriate. - Calculate and review sales commissions based on approved incentive plans; participate in incentive-plan improvement discussions and provide channel ROI analysis with actionable recommendations. - Tax, Compliance, Payroll, and External Partners - Act as the internal finance point of contact for external US CPA/tax advisors; organize clean financial data and support federal, state, local, income tax, and sales tax filings. - Monitor relevant US federal, state, and local finance/tax compliance requirements and flag risks or optimization opportunities to leadership. - Support transfer-pricing review and related cross-border finance documentation in coordination with the China finance team and external advisors. - Partner with HR to review and support US payroll and benefits administration through systems such as Deel, Gusto, or similar platforms, including payroll data review and tax withholding coordination. - Finance Process, Internal Controls, and Documentation - Design and implement practical finance controls for CWILL’s stage, including purchase approval workflows, payment authority matrices, reimbursement policies, and documentation standards. - Maintain fixed asset records for the US office and ensure finance records, contracts, invoices, receipts, and key legal documents are properly archived digitally and, where needed, physically. - Identify opportunities to automate, standardize, or simplify finance operations using modern tools such as QuickBooks Online, Xero, Ramp, Brex, Excel, and related systems. - US-China Collaboration, Budgeting, Cash Flow, and Financing Readiness - Lead monthly and quarterly close for the US entity and establish a clear US-China accounting adjustment mechanism for differences between US GAAP and China reporting needs. - Partner with the CEO on annual and rolling budgets; build weekly and monthly cash-flow forecasting models to support local operating decisions and overseas fund safety. - Manage the US banking relationship and support the full lifecycle of overseas funds management, including liquidity planning and conservative, low-risk cash-yield strategies where appropriate. - Prepare finance materials for future US financing activities, including investor diligence, third-party audit support, and clear explanations of US finance, tax, and compliance matters. Qualifications - Bachelor’s degree or higher in Accounting, Finance, or a related field; US CPA or CPA Candidate status is strongly preferred. - 4+ years of hands-on US accounting/finance experience, including full-cycle accounting, close support, AP/AR, reconciliations, tax coordination, and reporting. - Experience in SaaS, Shopify ecosystem, cross-border e-commerce, technology, or startup environments is preferred. - Strong knowledge of US GAAP and practical familiarity with US tax and compliance workflows; ability to work effectively with external CPA/tax advisors. - Comfort with SaaS revenue and operating metrics such as ARR, MRR, churn, deferred revenue, subscription billing, and investor/auditor expectations. - Experience reconciling high-volume, multi-source online payment activity such as Stripe, PayPal, Shopify payouts, or similar merchant/payment systems is a strong plus. - Proficiency with QuickBooks Online or Xero; familiarity with modern finance and operations tools such as Ramp, Brex, Deel, Gusto, or similar platforms. - Advanced Excel/Google Sheets skills, including lookups, pivot tables, data cleaning, and financial analysis. - Native or professional-level English for working with US employees, banks, CPA/tax advisors, auditors, and investors; strong Mandarin Chinese ability for collaboration with China-based teams. - High integrity, discretion, accuracy, and ownership; able to manage confidential financial information responsibly. - Hands-on, low-ego operating style; comfortable working without a large finance team and independently handling detailed execution while building scalable processes. How to Stand Out - You have helped a US entity build finance operations from an early stage and can show examples of practical controls or reporting processes you created. - You have worked in a Chinese cross-border company, founder-led environment, Shopify/DTC/e-commerce ecosystem, or SaaS business. - You can explain complex US accounting, tax, or compliance topics clearly to both US business leaders and China-based finance stakeholders. - You bring a strong sense of business partnership, not only accounting execution: you can support contracts, commissions, ROI analysis, cash planning, and financing readiness. Work Location and Relocation - This position is based in California, remote first, may turn into hybrid when office is ready. - Starting Pay: 90 - 130k depends on experiences, open to negotiation. Benefits - 401(k) - PTO - Paid Holidays - Insurance

Role Description This is a Founding AE seat. You own the US sales motion end to end — and you build it as you go. There is no playbook yet; you write it. You will source and close e-commerce and Shopify merchants for our unified post-purchase and retention suite, and stand up the pipeline, process, and playbook that the next AEs will run on. This is for a hunter who is energized by a blank page — not someone who needs a system handed to them. If you do your best work when you are given a target and trusted to figure out the rest, read on. - Own the full sales cycle for e-commerce/Shopify merchants: prospecting, discovery, demo, negotiation, close. - Build pipeline from scratch — outbound, inbound, events, and the ecosystem (agencies, 3PLs, app partners). - Hit and beat aggressive new-revenue targets, and forecast honestly. - Build the sales engine, not just close deals: create the playbook, process, and CRM discipline (we run on HubSpot), and turn what works into a repeatable system instead of tribal knowledge in your head. - Partner cross-functionally with Partnerships, Customer Success, Product, and our engineering/data team to win and onboard accounts. - Be Product's strongest signal from the market — bring field insight and merchant needs into the roadmap, and keep a tight, two-way feedback loop with Product that drives iteration. Qualifications - 3+ years of closing, quota-carrying sales experience in e-commerce and the Shopify ecosystem. - Deep knowledge of Shopify and the broader e-commerce ecosystem — apps, agencies, 3PLs, and the post-purchase landscape. - A real hunter: ambitious, self-driven, and resilient under pressure. You push deals forward and you don't fold when it gets hard. - High-goal orientation with a strong bias to action — you set the bar high and drive toward it without being told to. - Structured thinking and the ability to build systems — you create process, documentation, and repeatable motions where none exist today. - A documented track record of quota attainment and deals you personally sourced and closed. - Bachelor's degree or equivalent practical experience. Requirements - Experience in post-purchase, retention, shipping, or logistics (carriers, 3PLs, fulfillment) — directly relevant to what we sell. Benefits - True 0-to-1 ownership. You build the US sales function — you don't inherit one. - Direct access to C-level leadership. You'll work with and report directly to senior executives — your wins define the playbook and the team that comes after you. - Outsized impact and upside. [Competitive base + uncapped commission; equity — confirm] - Starting Pay: 80-120K + Commission, depends on experiences, open to negotiation - 401(k) - PTO - Paid Holidays - Insurance

Role Description This is a dual-mandate role sitting at the intersection of strategic partnerships and channel development. You'll own two critical growth levers: building and managing key infrastructure partnerships that support our core products, and developing the agency and channel ecosystem that brings CWILL to more Shopify merchants across the US market. You'll be on the ground at industry events, in the room for partner negotiations, and in the weeds of channel strategy — all at once. What You'll Do - Strategic Partnerships - Identify, negotiate, and manage relationships with key logistics and infrastructure partners critical to CWILL's product capabilities. - Serve as the primary point of contact for partner integrations, working cross-functionally with our product and engineering teams to ensure smooth collaboration. - Proactively resolve partnership-level issues and maintain long-term relationship health with strategic accounts. - Channel & Agency Development - Build and grow CWILL's agency partner program, targeting eCommerce agencies and service providers that work with Shopify DTC brands. - Develop and execute a channel strategy to expand CWILL's reach through referral partners, resellers, and ecosystem players. - Own end-to-end event strategy — from trade show selection and booth planning to on-site execution and post-event follow-up. - Manage the full partner lifecycle: prospecting, onboarding, activation, and ongoing enablement. Qualifications - 2–3+ years of experience in business development, partnerships, or channel sales — preferably within eCommerce, SaaS, or logistics. - Strong understanding of the Shopify / DTC brand ecosystem and how agencies and service providers operate within it. - Proven track record of building and closing partnership deals, with experience managing multi-stakeholder relationships. - Hands-on experience with trade shows and industry events — you know how to work a room and convert conversations into pipeline. - Excellent communication and negotiation skills; comfortable operating independently in a fast-moving environment. - Background in logistics, shipping, or carrier partnerships is a strong plus. - Bachelor's degree or above. Requirements - Starting Pay: 80K+ depends on experiences, open to negotiation. Benefits - 401(k) - PTO - Paid Holidays - Insurance

Role Description We are looking for a Security GRC (Governance, Risk, and Compliance) Engineer to drive data compliance governance and audit execution. This role focuses on building practical, enforceable, and auditable controls around data access, data lifecycle, product data usage, and cross-border data flows. This is a hands-on, execution-focused role working directly with data systems and audit processes (not a policy-only role). Responsibilities - Data Compliance Governance - Support US data compliance requirements (e.g., CCPA, EO 14117) - Perform gap analysis and define remediation plans - Design and implement controls for: sensitive data classification, access governance, data lifecycle management - Build processes for data subject rights (deletion, access, portability) - Participate in product and engineering reviews (e.g., DPIA) - Support compliance for new features, data use cases, and vendor/cross-border scenarios - Compliance & Audit Execution - Support SOC 2 readiness and audit execution - Conduct access reviews, log validation, and anomaly detection - Maintain audit records and generate compliance reports - Build or improve automated evidence collection (e.g., scripting) - Work with internal teams and external auditors to provide audit evidence Qualifications - Authorized to work in the United States - Mandarin preferred for day-to-day collaboration - Bachelor’s degree or above in Computer Science, Information Security, or a related technical field - 3–5 years of experience in Security, GRC, Data Security, or Data Compliance - Hands-on experience with at least one compliance framework (e.g., SOC 2, CCPA, GDPR, 14117), beyond policy or documentation - Practical experience in data compliance governance, including: sensitive data identification and classification, access control and access governance, data lifecycle management (storage, usage, deletion, portability) - Ability to work with data systems (e.g., databases, data flows, APIs) and translate compliance requirements into technical implementations - Basic technical capability (e.g., Python, Golang, or scripting) to support audit automation, data validation, or tooling - Strong cross-functional communication skills, with the ability to work closely with engineering, product, data, and infra teams Requirements - Relevant certifications such as CISSP, CISM, or CIPP/US - Experience in SaaS / e-commerce platforms (e.g., Shopify ecosystem) or third-party integrations - Background in data governance, data platforms, or analytics - Familiarity with cross-border data transfer compliance - Understanding of web accessibility standards (e.g., WCAG, ADA) and related privacy/security considerations Benefits - Pay: $120,000.00 - $160,000.00 per year - 401(k) matching - Flexible schedule - Health insurance - Paid time off - Vision insurance