Doxim

Role Description The Customer Experience Analyst role at Doxim is responsible for developing and maintaining customer relationships with three main goals in mind: - Driving the end-to-end onboarding phase of the customer's journey, ensuring that the customer's experience achieves the definition of “what success equals” that they provided to us pre-close. - Ensuring that the customer's ongoing journey with us delivers a positive experience, such that they are willing to entertain expansion of the Doxim relationship through up-sell and cross-sale initiatives. - Ensuring that the customer's long-term experience with Doxim is a positive one by efficiently addressing any issues and concerns they have and resolving any incidents as they arise. The Customer Experience professional achieves these key objectives by working closely with key customer stakeholders and executive sponsors as their trusted advisors, to ensure that Doxim products and services help them to achieve their desired outcomes. Qualifications - Minimum 5 years’ experience working for a B2B SaaS vendor. - Previous experience as an Account Manager/Customer Success or Experience Professional. - Experience working within the US Financial and Credit Union industry. - Ability to manage multiple projects simultaneously while paying strict attention to detail. - Excellent verbal and written communication skills backed by a strong technical aptitude. - High degree of professionalism and integrity plus ability to establish customer trust. - Excellent interpersonal skills with the ability to build authentic business relationships. - Teamwork mentality and willingness to assist wherever needed. - Ambitious and driven, thriving in a fast-paced and demanding environment. - Experience analyzing data & trends to identify product or service growth opportunities. - Proficient in Salesforce & Microsoft Office. - Bachelor’s degree from college or university or applicable experience. Requirements - Act as the customer champion for all professional services or other implementations/interactions. - Properly manage customer expectations. - Consistently deliver in-line with these expectations and accountabilities. - Rigorously follow the Implementation and Go-live playbook. - Drive all aspects and activities associated with the adoption and value realization phase of the customer journey. - Be the champion for the end-to-end customer journey at Doxim and promote the correct treatment of customers across all departments and all phases of their journey. - Operate as the day-to-day point of contact for customers in your segment. - Ensure that issue and related escalations are managed to resolution efficiently across the organization. - Encourage ‘successful’ (happy) customers to participate in testimonials, reference calls, and case studies/win stories. - Drive all aspects of customer feedback mechanisms that provide us with a pulse on customer sentiments (Post Project Implementation, Closed case and Net Promoter surveys). - Know what products and services the customer currently has and understand what additional products and services may prove valuable to them. - Help identify new revenue expansion opportunities (upsell or cross-sell) and communicate these to the sales team. - Support the sales team during the sales cycle with client liaison and coordination of needed paperwork (MSAs & Schedules Statements of Work, Change Requests, etc.). - Thoroughly plan for all customer renewals and ensure these are completed on time. - Leverage additional Doxim resources as appropriate (occasionally teaming with account managers to achieve this). Benefits - Work Environment That Suits You: Opportunities come in all shapes and sizes; from fully remote, to in-office, to hybrid; across North America, South Africa, and Europe. - Benefits That Fit: As of Day 1 of employment, flexible benefit options cover everything from healthcare to employer-matched retirement savings. - Growth That Excites: Passionate about nurturing talent from within, making this a journey, not just a job. - Time Off That Recharges: Generous PTO policy designed to help you rest, reset, and return at your best. - Refer & Reap the Rewards: Earn a bonus through our Employee Referral Program when you refer talented people to join us.

About Doxim Doxim is a leading provider of Customer Engagement Software for Financial Services organizations. The Doxim platform enables financial institutions to transform the client experience by improving onboarding, delivering personalized communications, and providing secure, anytime access to content aligned to client channel preferences. The SaaS-enabled solution supports digitization across the customer lifecycle while driving cross-sell and upsell opportunities. Role Overview Reporting to the Manager, Data Processing, the Document Processing Specialist is responsible for the accurate and timely execution of monthly job processing and fulfilment activities for multiple clients. The role ensures all deliverables meet established internal and external service level agreements (SLAs) and client-specific specifications. Key Responsibilities • Execute end-to-end monthly production cycles in accordance with defined SLAs • Perform regular quality assurance checks to ensure accuracy and completeness of output • Provide internal and external stakeholders with production updates, progress reports, and status communication • Manage and respond to incoming queries related to production and fulfilment • Configure and optimize document processing tools to meet client requirements • Monitor automated processing workflows and resolve issues related to statement and document generation • Review work orders to determine job specifications and operational requirements • Liaise with the implementation team and provide input on new client implementations and enhancement projects • Ensure timely delivery of implementations and change requests, with full documentation captured in the CRM system • Respond to Level 1 support cases and maintain updates in internal tracking tools • Escalate unresolved or critical issues in line with defined escalation procedures Business and Professional Skills • Strong attention to detail with a high commitment to quality • Solid analytical and problem-solving skills, with the ability to clearly communicate findings • Ability to manage multiple priorities and meet tight deadlines • Strong organizational and time management skills • Collaborative team-oriented approach • Effective written and verbal communication in English • Bondable Education and Technical Requirements • Post-secondary degree or college diploma in Computer Science, Business, or a related field, or equivalent work experience in a project-based environment • Experience with document processing and delivery is an asset • Experience in the financial services industry is an asset • Experience working in client-server environments • Proficient with Windows-based PCs and Microsoft Office applications • Experience working with XML data • Experience managing or manipulating data using MS Excel, MS Access, and MS SQL Server is advantageous • Experience with photo editing software is beneficial Working Conditions • Occasional overtime or weekend work may be required • Ability to work effectively in a high-pressure, deadline-driven environment • Fully remote role, with working hours aligned to the Eastern Time zone What you get - Work Environment That Suits You: Our opportunities come in all shapes and sizes; from fully remote, to in-office, to hybrid; across North America, South Africa, and Europe. - Benefits That Fit: As of Day 1 of employment, our flexible benefit options have you covered from healthcare to employer-matched retirement savings and everything in between. - Growth That Excites: We are passionate about nurturing talent from within so this won’t be just a job – it will be a journey. - Time Off That Recharges: Take the breaks you deserve with our generous PTO policy designed to help you rest, reset, and return at your best. - Refer & Reap the Rewards: Love working at Doxim? When you refer talented people to join us, you’ll earn a bonus through our Employee Referral Program. Great people know great people!

Tax & Compliance Manager ABOUT DOXIM Doxim is a global leader in customer communications management, payments and engagement technology, helping highly regulated organizations connect more effectively with the people they serve. With operations across the United States, Canada, the United Kingdom, and South Africa, we support mission-critical communications at scale and with confidence. Founded in 2000 as a digital-first company, Doxim has been at the forefront of digital transformation for regulated industries for over two decades. Our growth has been both organic and intentional - expanding our capabilities through thoughtful acquisitions while staying true to our core values and expertise. Today, we proudly partner with more than 1,500 clients worldwide. Through our software and managed services, we empower organizations to strengthen engagement across the entire customer lifecycle, driving meaningful digitization, improving operational efficiency, and delivering exceptional customer experiences. At Doxim, your work directly contributes to solving complex challenges for organizations that truly matter. OUR VALUES - Data Management - Operational Excellence - Managed Service ABOUT THE ROLE The Tax & Compliance Manager is responsible for overseeing U.S. and Canada indirect tax compliance, business registrations, and various regulatory reporting requirements. This role partners cross-functionally with Finance, Legal, HR, and Sales to ensure accurate tax reporting, maintain compliance with state and federal requirements, and support strategic business initiatives. The role reports into the U.S. Controller. Where you will make an impact Sales & Use Tax (U.S.) - Own and manage all U.S. sales and use tax processes using Avalara, including filings, reconciliations, and payments - Ensure accurate tax determination and system configuration within Avalara - Monitor nexus thresholds and ensure timely registration in new jurisdictions - Lead audits related to sales and use tax and respond to state inquiries Business Registrations & Renewals - Manage all state and local business registrations, including new registrations as the company expands into new jurisdictions - Oversee annual business license renewals and ensure timely filings - Maintain compliance calendar for all entity-level requirements - SAM Registration for various business units Regulatory & Government Reporting - Prepare and respond to annual government questionnaires and compliance surveys - Coordinate data collection and ensure accuracy of submitted information - Act as primary point of contact for regulatory agencies as needed Audit & Compliance Support - Support the annual 401(k) audit by providing requested financial and payroll-related data - Partner with external auditors and internal stakeholders to ensure timely completion - Maintain documentation and support for audit readiness - Correspond with Doxim’s US Tax preparer providing support, manual filings for federal and state tax returns and coordination of payments Sales & Cross-Functional Support - Provide tax and financial data to Sales teams for RFPs and customer requests - Collaborate with Sales, Finance, and Legal to ensure accurate representations of tax and compliance matters in proposals - Assist in evaluating tax implications of new business opportunities WHAT YOU BRING - Bachelor’s degree in Accounting, Finance, or related field (CPA or MST preferred) - 7+ years of experience in tax, with a focus on U.S. sales and use tax - Hands-on experience with Avalara (Avalara AvaTax strongly preferred) - Strong knowledge of multi-state tax compliance and nexus rules - Experience managing business registrations and state compliance requirements - Familiarity with audit support processes, including 401(k) audits - Excellent organizational skills with the ability to manage multiple deadlines Success Metrics - Forecast accuracy and pipeline visibility - Revenue growth, retention, and expansion rates - Sales cycle efficiency and deal velocity - Data accuracy and system adoption - Cross-functional satisfaction and operational effectiveness Preferred Experience - Experience in a high-growth or multi-state organization - Exposure to SaaS or technology industry environments - Experience with compliance tracking tools or ERP systems WHAT YOU GET - Work Environment That Suits You: Our opportunities come in all shapes and sizes; from fully remote, to in-office, to hybrid; across North America, South Africa, and Europe. - Benefits That Fit: As of Day 1 of employment, our flexible benefit options have you covered from healthcare to employer-matched retirement savings and everything in between. - Growth That Excites: We are passionate about nurturing talent from within so this won’t be just a job – it will be a journey. - Time Off That Recharges: Take the breaks you deserve with our generous PTO policy designed to help you rest, reset, and return at your best. - Refer & Reap the Rewards: Love working at Doxim? When you refer talented people to join us, you’ll earn a bonus through our Employee Referral Program. Great people know great people! Thank you for your interest in Doxim!  Due to the volume of applications we receive, only selected candidates will be contacted.  Be aware of suspicious recruitment activity during your job search. Doxim will only reach out to interview, make an offer of employment, or conduct onboarding activities for candidates who have applied directly to one of our open roles. When interviewing for a position, the candidate experience will include live interaction, such as a video call or in-person interview, with a Doxim Talent Acquisition team member and/or company employee(s). We will never ask for any money or payments from applicants at any point in the hiring process. We will only reach out from a doxim.com email address; no other email addresses will be used. Remain vigilant and if you think you are a victim of an employment scam, please contact your local law enforcement agency.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Proposal and Enablement Manager ensures that the organization focuses its efforts on qualified opportunities where our value proposition and key differentiators position us for a good likelihood of success. The Proposal and Enablement Manager qualifies RFPs and project manages Doxim’s responses to ensure high-quality, on-time submissions. This includes RFPs for new business opportunities as well as customer renewals. The role partners with Product Management, Solutions Engineering, and Marketing—who develop most content and deliver training—and leverages the enablement portal to coordinate and deliver engaging, scalable learning experiences for both new and existing employees. - Reviewing and working on RFP's as they come in to assess their suitability - Arranging kick-off calls with key stakeholders - Managing the RFP Response process: - Assigning questions to subject matter experts - Setting deadlines for when content needs to be completed - Assisting in writing certain aspects of the RFP, along with conducting final proof reading and editing of RFP's so they sound like they are coming from 'one voice' before submission - Ensuring RFP's are submitted on time - Administering our RFP proposal management software solution – Responsive - Updating the RFP Library with relevant content that can be used in future RFP responses - Updating SalesForce.com with the status of RFPs (in flight, won, lost etc) - Coordinating and leading the debrief process following RFP submissions - Developing and implementing initiatives to improve the RFP process Qualifications - Strong writing skills and will ensure Doxim’s proposals meet the highest business standards-fine tuning contributions from other stakeholders for proposals - Demonstrated expertise in the customer management communications industry - Experience with partnering and empowering Go to Market Team with up-to-date content, product, industry data and training - Excellent communication skills – both written and verbal, with the ability to articulate to both technical and non-technical audiences - Deep understanding of modern sales methodologies - Analytical and problem-solving skills, with the ability to think creatively and propose innovative solutions - Ability to collaborate effectively with cross-functional teams including Sales, Customer Success and Marketing Requirements This is a 12 month contract position. Benefits Thank you for your interest in Doxim! Due to the volume of applications we receive, only selected candidates will be contacted. Be aware of suspicious recruitment activity during your job search. Doxim will only reach out to interview, make an offer of employment, or conduct onboarding activities for candidates who have applied directly to one of our open roles. When interviewing for a position, the candidate experience will include live interaction, such as a video call or in-person interview, with a Doxim Talent Acquisition team member and/or company employee(s). We will never ask for any money or payments from applicants at any point in the hiring process. We will only reach out from a doxim.com email address; no other email addresses will be used. Remain vigilant and if you think you are a victim of an employment scam, please contact your local law enforcement agency.