DocuPhase LLC

Role Description We are seeking an experienced Senior Software Engineer to join our software development team working on mission-critical financial technology applications. You will be responsible for developing and maintaining large-scale invoice processing, accounts payable, and document management systems serving enterprise clients across multiple industries. The ideal candidate brings hands-on experience in financial or B2B software, with a strong understanding of AP/AR workflows, Payments systems, and broader Finance domain processes. Qualifications - Finance/FinTech background — hands-on AP, AR, Payments, or financial software experience strongly preferred - Bachelor's degree in Computer Science or related discipline - 5+ years of .NET development experience - Strong SQL Server database design and optimization skills - Self-motivated with ability to navigate complex, large codebases - Strong problem-solving skills for debugging and optimizing enterprise applications - Excellent communication skills for collaborating with business stakeholders and QA teams - Experience with legacy modernization and gradual migration strategies Requirements - Core .NET Technologies - Advanced C# and VB.NET proficiency — mixed-language enterprise codebase - .NET Framework 4.6–4.8 — extensive experience with legacy .NET Framework applications - .NET 6/7/8 — modern .NET development for new platform initiatives - ASP.NET Web Forms and MVC — maintain and enhance hybrid web applications - ASP.NET Web API — build and maintain RESTful services and integrations - Entity Framework — data access and ORM patterns (Code First and Database First) - Windows Services — background processing services for document workflow automation - Web Technologies - Blazor Server — build modern web UIs for SaaS platform - AngularJS — maintain existing frontend components - JavaScript/jQuery — legacy frontend maintenance with jQuery UI and validation - XSLT transformations — XML-based templating systems - Telerik UI Components — enterprise UI components for legacy and modern applications - OAuth 2.0 & JWT — modern API authentication and security - Database & Data Technologies - SQL Server — complex stored procedures, functions, and database design - Database-first development — schema changes, migrations, and performance optimization - ADO.NET — custom data access patterns and legacy integration - Amazon S3 — cloud document storage and management - Architecture & Integration - Multi-tenant SaaS architecture — customer-specific configurations and customizations - EDI processing — Electronic Data Interchange (810, 850, 855, 856 transaction sets) - File processing — CSV, XML, fixed-width file imports/exports - SOAP/REST web services — external system integrations - Payment processing integrations — financial system connectivity - DevOps & Infrastructure - MSBuild and Visual Studio — build automation and deployment - IIS deployment and management — Windows-based web application hosting - Git version control — large enterprise codebase management - PowerShell scripting — deployment and automation tasks - Azure DevOps Pipelines — CI/CD with YAML configurations and automated testing - NuGet Package Management — private Azure Artifacts feeds and dependency management Benefits

Role Description onPhase is a leading provider of accounting and finance process automation software specializing in Accounts Payable automation. As we scale, we're building a team that combines deep technical skills with exceptional client delivery — and this role is at the heart of that. This is not a typical implementation role. The Technical Implementations Associate is a hands-on, technically fluent position requiring strong SQL skills, the ability to work with stored procedures, and a solid understanding of SaaS platforms and data-driven configurations. You'll work directly with clients to deliver successful onPhase implementations — translating complex business requirements into technical solutions while keeping projects on time, on scope, and on budget. If you're a technically strong problem-solver who thrives in client-facing environments and knows how to manage competing priorities, this role is for you. Key Responsibilities - Write and optimize SQL queries and stored procedures to support data mapping, configuration, validation, and troubleshooting across client implementations. - Lead end-to-end client implementations with a focus on technical accuracy, AP workflow optimization, and payments process best practices. - Translate business and accounting requirements into effective onPhase solutions, engaging directly with end-users and stakeholders to drive adoption and alignment. - Provide clear guidance on system configuration, integrations, and data management to ensure quality outcomes and minimize go-live risk. - Implement change orders and enhancements for existing customers, ensuring smooth transitions and thorough validation. - Partner cross-functionally with Product, Support, and Technical Services to continuously improve delivery quality and solution design. - Maintain accountability for time-to-implement, go-live success rates, and customer satisfaction metrics. Qualifications - Proficiency in SQL — you're comfortable writing queries, joins, and stored procedures independently, not just reading them. - SaaS platform experience — you understand how cloud-based software is configured, integrated, and delivered. - Exceptional time management and organizational skills — you can juggle multiple active implementations, meet deadlines, and keep every detail accounted for. - Strong communication skills — clear and confident with both technical teams and non-technical stakeholders, including executive audiences. - Technical aptitude with system configuration, data management, and integrations. - Flexible and adaptable in a fast-paced, high-growth environment with strong problem-solving instincts. Requirements - Prior software implementation experience (ERP, AP/payments, or accounting systems). - Understanding of accounts payable workflows, invoice coding/approval, and payments execution (ACH, check, vCard, etc.). - Familiarity with navigating a server OS environment. - Familiarity with ERP integrations and AP best practices. - Experience with Dealership Management Systems (DMS). - Bachelor's degree in Accounting, Finance, Information Technology, Business Information Systems, or a related field.

Role Description We are looking for a Principal Data Engineer to lead our Document Intelligence initiatives as a core member of our research and engineering organization. This is a high-impact individual contributor and technical leadership role focused on advancing the state of machine learning, Data Science, NLP, and intelligent document processing within our platform. You will work closely with product, data, and engineering teams and the CTO to design systems that turn unstructured document data into actionable intelligence — at scale. Key Responsibilities - Lead research and engineering efforts in document intelligence, including OCR post-processing, document classification, information extraction, and layout understanding. - Design and implement scalable machine learning pipelines and data architectures that support document AI workloads in production environments. - Define the technical vision and roadmap for document intelligence capabilities across the organization. - Collaborate with cross-functional teams to translate business requirements into ML system designs, model architectures, and data platform decisions. - Evaluate, adapt, and extend state-of-the-art NLP and vision-language models for document understanding tasks. - Establish best practices for ML experimentation, model versioning, evaluation, and deployment (MLOps). - Mentor and provide technical guidance to engineers and researchers across the team. - Drive data architecture decisions that support both model training pipelines and downstream analytics and reporting needs. - Publish or present research findings internally and, where appropriate, externally. Qualifications - 10+ years of professional experience in R&D, machine learning, applied research, or data engineering. - Deep expertise in Document Intelligence — including OCR, document parsing, layout analysis, information extraction, and classification. - Strong data architecture background, including experience designing data lakes, feature stores, and ML data pipelines. - Proficiency in Python and relevant ML frameworks (PyTorch, TensorFlow, HuggingFace Transformers, etc.). - Experience taking ML models from research and prototyping through to production deployment at scale. - Solid understanding of NLP fundamentals and modern large language/vision-language model architectures. - Experience with cloud-based ML platforms and infrastructure (AWS, GCP, or Azure). - Strong written and verbal communication skills — ability to convey complex technical concepts to both technical and non-technical stakeholders. Preferred - PhD or Master's degree in Computer Science, Machine Learning, Computational Linguistics, or a closely related field. - Experience with document AI frameworks such as LayoutLM, Donut, PaddleOCR, Amazon Textract, or similar. - Publications or contributions to peer-reviewed research in NLP, computer vision, or document understanding. - Familiarity with enterprise document workflows — AP automation, contract processing, medical records, or similar domains. - Prior experience in a principal, staff, or lead engineer capacity with ownership over a technical domain.

Role Description As an Account Executive (AE) at OnPhase, you will be responsible for acquiring new customers and selling onPhase software. Responsibilities include: - Performing initial analysis to qualify opportunities - Building pipeline - Forecasting - Closing business This position will be customer-facing and requires exceptional interpersonal and organizational skills. The AE position requires technical competence with onPhase products for the purposes of illustrating ROI of business automation. A successful AE divides his/her time as follows: - 90% - prospecting, promoting onPhase products and securing new customer contracts - 10% - administrative responsibilities As part of a highly collaborative sales and marketing team, the AE will own the prospect relationship and be relied upon to continually share market insight. As an Account Executive, you will: - Drive revenue growth by proactively securing new business opportunities within your assigned vertical and guiding them through the sales process with precision - Master onPhase messaging to effectively convey the business value of our solutions to prospects - Conduct informed, professional, and consultative meetings, utilizing designated product demos and pitch decks to showcase the business value of our solutions - Maintain meticulous SalesForce hygiene, ensuring comprehensive documentation of sales opportunities for accurate forecasting - Demonstrate proficiency in using our internal sales tech stack, including tools like Gong, 6Sense, and Sales Navigator to maximize performance and ensure prospect understanding - Expected travel requirement is up to 20% Qualifications - 5-8 years “above quota” B2B software sales experience - Adoption of a needs-based, consultative sales approach - Discovering buyer motivations and proven ability to navigate multiple stakeholders in a sale - Segmenting, targeting and actively penetrating key accounts in assigned area of business - Delivering strategic, creative and compelling presentations for software solutions - Proficiency in Salesforce, Outreach, Sales Navigator, Gong, Zoom Video Conferencing and other technology to optimize and grow your business - Microsoft Office technologies - Proven individual traits and abilities such as: - Strong business acumen with empathic listening skills - Engaging and persuasive public speaking and presentation skills - Motivated, self-disciplined and accountable to reliably achieve goals and forecasts - Adaptability, creativity, and team spirit - Prior experience working with DMS (Trucking and Auto Dealership Sales) systems is a plus Company Description

Role Description The Implementation Consultant will have strong technical acumen and a deep understanding of accounting processes, ERP systems, accounts payable (AP) workflows, and payments management best practices. This role plays a critical part in ensuring our clients achieve successful implementations, adopt the onPhase Platform with confidence, and realize the full value of their investment. - Lead client implementations with a focus on technical accuracy, AP workflow optimization, and payments process best practices, ensuring projects are delivered on time and to scope. - Translate business and accounting requirements into effective onPhase solutions, engaging directly with end-users and stakeholders to drive adoption and alignment. - Establish and enforce best practices for AP workflow, invoice processing, and payments management during setup and configuration. - Manage project timelines, communicate status updates proactively, and ensure visibility for clients and internal teams. - Provide clear guidance on system configuration, integrations, and data management, ensuring quality outcomes and minimizing risk at go-live. - Deliver training sessions, documentation, and job aids tailored to finance and AP teams, supporting knowledge transfer and adoption. - Implement change orders and enhancements for existing customers, ensuring smooth transitions and proper validation. - Identify and escalate project risks early, recommending solutions that keep implementations on track. - Partner with Product, Support, and Technical Services teams to continuously improve delivery quality and solution design. - Maintain accountability for time-to-implement, go-live success rates, and customer satisfaction metrics. Qualifications - Bachelor’s degree required; preferred in Accounting, Finance, Information Technology, Business Systems, or related field. - Minimum 2+ years of software implementation experience; ERP, accounting, or AP/payments system experience strongly preferred. - Understanding of accounts payable workflows, invoice coding/approval, and payments execution (ACH, check, vCard, etc.). - Knowledge of ERP integrations, accounting system configuration, and AP best practices. - Strong organizational skills with the ability to manage multiple projects, details, and deadlines. - Technical aptitude; familiarity with SQL, JavaScript, or system configuration is a plus. - Excellent communication and facilitation skills, comfortable engaging with both end-users and executive stakeholders. - Results-oriented, with a proven ability to drive clients to go-live dates, system adoption, and measurable outcomes. - Flexible and adaptable in a fast-paced environment, with strong problem-solving and troubleshooting skills. - Prior experience with Dealership Management Systems (DMS) preferred.

Role Description onPhase, a leading provider of financial automation and payment solutions, is seeking a detail-oriented and business-minded Corporate Counsel to join our team. This role will focus heavily on commercial contracting while also serving as a key partner to the business by supporting customer and vendor agreements and helping manage legal risk. The ideal candidate thrives in a fast-paced environment, is comfortable managing a high volume of agreements, and has the ability to draft, review, and negotiate contracts while balancing legal considerations with business objectives. - Draft, review, and negotiate a high volume of customer-facing and revenue-generating agreements, including SaaS agreements, Services Agreements, Statements of Work, order forms, and Non-Disclosure Agreements, as well as vendor contracts. - Independently manage the full contract lifecycle, including redlining, negotiation, and execution of agreements. - Partner closely with Sales and Revenue Operations teams to support deal structuring, contract negotiations, and timely deal closure. - Provide clear, practical guidance on contract terms, including liability, indemnification, payment terms, and service levels, balancing risk with business objectives. - Lead contract negotiations with customers, vendors, and partners, driving agreements to resolution in a timely manner. - Support efforts to improve contract turnaround time and streamline contracting workflows to accelerate the sales cycle. - Identify and assess legal and business risks in agreements and recommend appropriate solutions. - Assist with compliance-related matters, including data privacy and security considerations. - Maintain organized documentation and support contract and legal record management. - Provide training and guidance to internal stakeholders on contracting best practices. - Support the management of outside counsel as needed for specialized legal matters. - Assist with additional legal and business initiatives as the company continues to grow. Qualifications - Juris Doctor (JD) from an accredited law school. - Active bar membership in good standing. - 2–4 years of experience in commercial contracting (law firm or in-house). - Demonstrated ability to independently draft, review, and negotiate commercial agreements. - Experience handling a high volume of contracts in a fast-paced environment. - Strong attention to detail with the ability to manage multiple priorities and deadlines. - Strong communication and interpersonal skills, with the ability to explain legal concepts clearly to non-legal stakeholders. - Ability to balance legal risk with business objectives in a practical and solutions-oriented manner. Preferred Qualifications - Experience in a SaaS, fintech, or technology company. - Familiarity with subscription-based business models. - Exposure to data privacy and security requirements. - Experience working with contract lifecycle management (CLM) tools.

Role Description We are seeking an accomplished Project Manager with 3–5 years of experience successfully leading software implementation projects, preferably within the Payments, ERP, or Accounts Payable (AP) Automation domains. The ideal candidate will demonstrate exceptional organizational capabilities, a strong customer-centric approach, and proven expertise in managing multiple stakeholders across cross-functional internal teams and client organizations. This role requires a proactive and adaptable professional who thrives in dynamic environments and brings a balanced perspective from experience in both high-growth technology companies and more structured, enterprise-level organizations. You will be responsible for managing the end-to-end delivery of client implementation projects—from kick-off through go-live—ensuring they are completed on time, within scope, and with high customer satisfaction. Strong communication, escalation management, and cross-functional coordination are key to success in this role. Key Responsibilities - Lead the planning, execution, and delivery of software implementation projects for enterprise and mid-market clients - Develop and manage detailed project plans using Teamwork or similar project management tools - Serve as the primary point of contact for client project teams, providing regular updates, managing timelines, and aligning expectations - Facilitate project meetings, including kick-offs, status reviews, issue resolution sessions, and go-live planning - Identify, track, and manage project risks and issues, escalating appropriately to internal leadership or client stakeholders - Collaborate cross-functionally with Product, Engineering, Sales, Support, and Customer Success to ensure successful implementations - Ensure all project documentation is complete, accurate, and delivered on time (e.g., timelines, UAT plans, go-live readiness, handoffs) - Continuously assess and improve implementation practices to drive faster time-to-value and greater client satisfaction - Escalation management Qualifications - 3–5 years of experience managing software implementation projects (SaaS preferred), ideally in Payments, ERP, or AP Automation domains - Proven ability to manage multiple concurrent projects with competing priorities - Strong presentation skills and stakeholder communication, both internally and with clients - Experience managing escalations and resolving issues under pressure - Proficient with project management tools such as Teamwork, Asana, Smartsheet, or similar - Exceptional organizational skills and attention to detail - Comfortable navigating cross-functional environments and internal teams (e.g., Product, Engineering, Sales, CSM, Support) Requirements - PMP certification or equivalent project management training (Preferred/Nice to Have) - Prior experience in a high-growth startup environment (Preferred/Nice to Have) - Background in a more mature, process-driven software organization (Preferred/Nice to Have) - Knowledge of ERP, Accounts Payable workflows, or payments industry (Preferred/Nice to Have) What You’ll Bring - A proactive, ownership-driven mindset with a bias toward action - Confidence leading complex conversations with both technical and business stakeholders - Passion for delivering exceptional customer experiences - Ability to adapt to ambiguity and drive structure in dynamic environments

Role Description We are looking for an experienced and motivated DevOps Engineer to join our engineering team. In this role, you will: - Design, build, and maintain our cloud infrastructure, CI/CD pipelines, and deployment automation systems. - Work closely with development teams to improve reliability, scalability, and delivery velocity across our suite of .NET applications and services. The ideal candidate brings hands-on expertise across AWS cloud services, containerization, and modern DevOps tooling, and thrives in a fast-paced environment where collaboration and continuous improvement are core values. Qualifications - Bachelor’s degree in Computer Science, Information Technology, or a related field, or equivalent practical experience. - 3+ years of experience in a DevOps, Platform Engineering, or Site Reliability Engineering role. - Proven experience working with Amazon Web Services (AWS) including EC2, S3, VPC, IAM, and CloudFormation or Terraform. - Strong proficiency in scripting languages such as Python, Bash, or similar for automation tasks. - Hands-on experience with containerization technologies, specifically Docker. - Experience managing Windows and Linux operating systems in production environments. - Familiarity with configuration management tools such as Puppet or equivalent. - Knowledge of CI/CD pipeline creation and management. - Experience with artifact repository management. - Demonstrated experience building fault-tolerant systems. Requirements - AWS certifications such as AWS Certified DevOps Engineer or AWS Certified Solutions Architect. - Experience with additional container orchestration platforms like Kubernetes. - Familiarity with monitoring and logging tools such as NewRelic. - Knowledge of security best practices in cloud environments and compliance standards. - Experience with workload automation or job scheduling tools such as JAMS, VisualCron, n8n, or similar. Responsibilities - Design, provision, and manage AWS infrastructure including EC2, Auto Scaling groups, and CodeDeploy deployments. - Build, maintain, and optimize CI/CD pipelines using Azure DevOps and Jenkins. - Manage containerized workloads using Docker and AWS ECR, including image builds, tagging, and registry lifecycle policies. - Support deployment and operational health of .NET Web Apps, Web APIs, and Windows Console Applications. - Administer and troubleshoot Linux-based systems and server environments. - Maintain build automation and dependency management with Maven. - Collaborate with development teams on source control strategy and branching workflows in Azure DevOps. - Monitor system performance, respond to incidents, and drive root cause analysis and remediation. - Plan and execute SQL Server schema and data changes using migration-based tooling, ensuring safe deployments with rollback capability and minimal downtime. - Identify and implement process improvements to reduce toil and increase deployment frequency. - Document infrastructure, runbooks, and operational procedures. - Architect and implement fault-tolerant infrastructure, including redundancy strategies, failover mechanisms, and disaster recovery planning. Skills The required skills are essential for daily tasks such as: - Automating infrastructure provisioning and managing cloud resources efficiently using AWS and Terraform. - Proficiency in scripting languages like Python to create custom automation scripts that streamline deployment and operational workflows. - Applying Docker skills to containerize applications, ensuring consistency across environments and simplifying deployment processes. - Using Puppet to automate configuration management, reducing manual intervention and maintaining system integrity. - Managing Linux operating systems and artifact repositories to support stable and reliable software delivery. - Preferred skills like Kubernetes and monitoring tools enhance scalability and observability in complex environments.

Role Description We are seeking an experienced Senior Software Engineer to join our software development team working on mission-critical financial technology applications. You will be responsible for developing and maintaining large-scale invoice processing, accounts payable, and document management systems serving enterprise clients across multiple industries. The ideal candidate brings hands-on experience in financial or B2B software, with a strong understanding of AP/AR workflows, Payments systems, and broader Finance domain processes. Qualifications - Bachelor's degree in Computer Science or related discipline. - 5+ years of .NET development experience. - Finance/FinTech background — hands-on AP, AR, Payments, or financial software experience strongly preferred. - Strong SQL Server database design and optimization skills. - Self-motivated with ability to navigate complex, large codebases. - Strong problem-solving skills for debugging and optimizing enterprise applications. - Excellent communication skills for collaborating with business stakeholders and QA teams. - Experience with legacy modernization and gradual migration strategies. Requirements - Core .NET Technologies: - Advanced C# and VB.NET proficiency — mixed-language enterprise codebase. - .NET Framework 4.6–4.8 — extensive experience with legacy .NET Framework applications. - .NET 6/7/8 — modern .NET development for new platform initiatives. - ASP.NET Web Forms and MVC — maintain and enhance hybrid web applications. - ASP.NET Web API — build and maintain RESTful services and integrations. - Entity Framework — data access and ORM patterns (Code First and Database First). - Windows Services — background processing services for document workflow automation. - Web Technologies: - Blazor Server — build modern web UIs for SaaS platform. - AngularJS — maintain existing frontend components. - JavaScript/jQuery — legacy frontend maintenance with jQuery UI and validation. - XSLT transformations — XML-based templating systems. - Telerik UI Components — enterprise UI components for legacy and modern applications. - OAuth 2.0 & JWT — modern API authentication and security. - Database & Data Technologies: - SQL Server — complex stored procedures, functions, and database design. - Database-first development — schema changes, migrations, and performance optimization. - ADO.NET — custom data access patterns and legacy integration. - Amazon S3 — cloud document storage and management. - Architecture & Integration: - Multi-tenant SaaS architecture — customer-specific configurations and customizations. - EDI processing — Electronic Data Interchange (810, 850, 855, 856 transaction sets). - File processing — CSV, XML, fixed-width file imports/exports. - SOAP/REST web services — external system integrations. - Payment processing integrations — financial system connectivity. - DevOps & Infrastructure: - MSBuild and Visual Studio — build automation and deployment. - IIS deployment and management — Windows-based web application hosting. - Git version control — large enterprise codebase management. - PowerShell scripting — deployment and automation tasks. - Azure DevOps Pipelines — CI/CD with YAML configurations and automated testing. - NuGet Package Management — private Azure Artifacts feeds and dependency management. Company Description