EvenUp

• Open insurance claims and serve as the primary liaison with adjusters and carriers. • Request, track, and organize medical records, bills, and police reports. • Ensure treatment progression and awareness of treatment outcomes. • Identify and proactively resolve lien and subrogation issues. • Collaborate with lead paralegals to prepare complete, accurate case files for demand. • Communicate with clients daily to guide them through the pre-litigation process. • Maintain case timelines and ensure milestones are met with precision. • Spot and eliminate operational inefficiencies to drive speed and accuracy. • Uphold the highest standards in documentation, file integrity, and communication.

• Open insurance claims and serve as the primary liaison with adjusters and carriers. • Request, track, and organize medical records, bills, and police reports. • Ensure treatment progression and awareness of treatment outcomes. • Identify and proactively resolve lien and subrogation issues. • Collaborate with lead paralegals to prepare complete, accurate case files for demand. • Communicate with clients daily to guide them through the pre-litigation process. • Maintain case timelines and ensure milestones are met with precision. • Spot and eliminate operational inefficiencies to drive speed and accuracy. • Uphold the highest standards in documentation, file integrity, and communication.

• Open insurance claims and serve as the primary liaison with adjusters and carriers. • Request, track, and organize medical records, bills, and police reports. • Ensure treatment progression and awareness of treatment outcomes. • Identify and proactively resolve lien and subrogation issues. • Collaborate with lead paralegals to prepare complete, accurate case files for demand. • Communicate with clients daily to guide them through the pre-litigation process. • Maintain case timelines and ensure milestones are met with precision. • Spot and eliminate operational inefficiencies to drive speed and accuracy. • Uphold the highest standards in documentation, file integrity, and communication.

Role Description As we continue to scale, we're looking for a Staff Revenue Operations Manager, GTM Systems to own the technology that powers our Go-to-Market organization. In this role, you'll serve as the technical owner of our Salesforce platform and broader GTM systems ecosystem, partnering across Sales, Marketing, Customer Success, Finance, and Legal to build scalable internal tools that drive business efficiency. You'll treat Salesforce as an internal product by defining the systems roadmap, prioritizing competing initiatives, evaluating emerging technologies including AI-powered solutions, and designing scalable architecture that enables our GTM teams to do their best work. - Own the vision, architecture, and evolution of our Salesforce platform and broader GTM systems ecosystem. - Treat Salesforce as an internal product by developing roadmaps, prioritizing competing requests, and delivering the highest-impact improvements for the business. - Partner closely with Sales, Marketing, Customer Success, Finance, Legal, and other cross-functional stakeholders to understand business needs and translate them into scalable system solutions. - Design thoughtful, maintainable system architecture that minimizes operational overhead, reduces technical debt, and proactively accounts for edge cases before they become operational issues. - Evaluate when to build custom functionality within Salesforce versus leveraging third-party or AI-native solutions that integrate with the platform. - Lead solution design for complex business initiatives and partner with Salesforce developers and technical teams to deliver scalable, high-quality implementations. - Drive backlog prioritization, sprint planning, and execution across GTM Systems initiatives. - Establish best practices for automation, governance, data quality, and long-term platform scalability. - Own and optimize the GTM technology stack, including Salesforce and supporting Revenue Operations tools. - Build dashboards and reporting that improve visibility into system health, platform adoption, and operational performance. - Enable Revenue Operations initiatives, including forecasting, territory management, reporting, and process improvements through scalable systems design. - Serve as a trusted advisor to cross-functional leaders, balancing immediate business needs with long-term platform health while influencing stakeholders without direct authority. Qualifications - 8+ years of experience designing, building, or leading Salesforce or GTM Systems solutions in high-growth SaaS organizations. - Deep Salesforce expertise, including hands-on experience with Apex, Flows, automation, integrations, and platform architecture. - Strong systems design skills with a track record of building scalable, maintainable solutions for complex business processes. - Demonstrated product thinking, with the ability to prioritize competing requests, develop roadmaps, and make thoughtful build-versus-buy decisions. - Experience partnering with Sales, Marketing, Customer Success, Finance, and Legal teams to gather requirements and deliver business-critical systems. - Proven ability to lead complex cross-functional initiatives and influence stakeholders without relying on formal organizational authority. - Experience mentoring Salesforce developers or serving as a technical lead on systems initiatives. - Excellent problem-solving skills with a focus on designing solutions that address both common workflows and long-tail edge cases. - Curiosity about emerging AI technologies and experience evaluating how AI can improve internal operations and GTM workflows. - Strong communication skills with the ability to translate technical concepts into business outcomes. - Comfortable operating independently in a fast-paced, high-growth environment while balancing strategic thinking with hands-on execution. Requirements - Salesforce certifications. - Experience with HubSpot or other modern GTM platforms. - Experience implementing AI-powered workflow automation tools. - Experience supporting rapidly scaling B2B SaaS organizations. - Familiarity with modern Revenue Operations and business intelligence tooling. Benefits - Choice of medical, dental, and vision insurance plans for you and your family. - Additional insurance coverage options for life, accident, or critical illness. - Flexible paid time off, sick leave, short-term and long-term disability. - 10 US observed holidays, and Canadian statutory holidays by province. - A home office stipend. - 401(k) for US-based employees and RRSP for Canada-based employees. - Paid parental leave. - A local in-person meet-up program. - Hubs in San Francisco and Toronto.

Role Description EvenUp is hiring a Director of Revenue Systems to own and scale the technology foundation behind our Go-to-Market organization. In this role, you’ll lead our Salesforce and broader GTM systems ecosystem, treating our internal platforms like products that enable Sales, Marketing, Customer Success, and Finance teams to operate more efficiently. You’ll partner cross-functionally to define strategy, build scalable architecture, evaluate emerging technologies including AI-powered solutions, and create workflows that unlock better decision-making and productivity across the business. This is a unique opportunity for a systems leader who thrives at the intersection of product thinking, technical strategy, and business operations. - Own the strategy, architecture, and execution of our Salesforce platform and broader Revenue Systems ecosystem. - Lead and mentor a team of Salesforce developers while raising the technical and operational maturity of the function. - Treat Salesforce as an internal product by developing roadmaps, prioritizing competing requests, and partnering with stakeholders to deliver the highest-impact work. - Partner closely with Sales, Marketing, Customer Success, Finance, Legal, and other cross-functional teams to understand business needs and translate them into scalable system solutions. - Design systems with long-term scalability in mind, proactively accounting for edge cases and reducing downstream operational overhead and data hygiene issues. - Evaluate when to build within Salesforce versus leveraging third-party or AI-native tools that integrate with the platform. - Drive sprint planning, backlog prioritization, and resource allocation across the Revenue Systems team. - Establish thoughtful governance around system architecture, automation, and data quality. - Improve the reliability, usability, and performance of our GTM systems while minimizing technical debt. - Own the Revenue Systems technology stack, including Salesforce and supporting GTM applications. - Develop reporting and dashboards that provide visibility into system health, adoption, and operational performance. - Partner with Revenue Operations leadership to enable forecasting, territory management, reporting, and operational initiatives through scalable system design. Qualifications - 8+ years of experience leading Salesforce or Revenue Systems teams in high-growth SaaS organizations. - Deep Salesforce expertise, including hands-on experience designing complex Salesforce solutions and a strong understanding of Apex, automation, and platform architecture. - Experience managing Salesforce developers or systems engineers while driving technical execution. - Strong product thinking with the ability to prioritize competing requests, develop roadmaps, and balance short-term business needs with long-term platform health. - Excellent systems design skills with a demonstrated ability to build scalable, maintainable solutions that account for both common workflows and edge cases. - Experience partnering with Sales, Marketing, Customer Success, Finance, and Legal stakeholders to gather requirements and drive alignment. - Strong judgment around when to build custom functionality versus leveraging third-party technologies. - Curiosity about emerging AI technologies and experience evaluating how AI can improve internal operations and workflows. - Excellent communication skills and the ability to influence stakeholders across technical and non-technical teams. - Comfortable operating both strategically and tactically, from defining platform direction to diving into technical implementation details when needed. Requirements - Experience evaluating or implementing AI-powered workflow automation tools. - Experience supporting rapidly scaling B2B SaaS organizations. - Salesforce certifications. - Experience with HubSpot, marketing automation platforms, RevOps tooling, or modern GTM technology stacks. Benefits - Choice of medical, dental, and vision insurance plans for you and your family. - Additional insurance coverage options for life, accident, or critical illness. - Flexible paid time off, sick leave, short-term and long-term disability. - 10 US observed holidays, and Canadian statutory holidays by province. - A home office stipend. - 401(k) for US-based employees and RRSP for Canada-based employees. - Paid parental leave. - A local in-person meet-up program. - Hubs in San Francisco and Toronto. - Please note the above benefits & perks are for full-time employees.

Role Description Join EvenUp as a Staff Machine Learning Engineer and help set the technical direction for how machine learning powers Piai™, our proprietary claims-intelligence platform. This is a technical leadership role - you'll shape modeling strategy across a broad problem space, turning raw legal and medical data into production systems that improve outcomes for personal-injury clients. You'll partner closely with Product, Research, and Engineering leaders to set strategy, and you'll be a technical anchor for the broader ML team - setting standards, mentoring senior engineers, and driving decisions that shape both product outcomes and company growth. What You'll Do - Set technical strategy for a broad area of the ML roadmap, translating ambiguous business and research goals into scoped, production-ready systems. - Tackle the hardest modeling problems in the org - complex reasoning, long-context and multi-document understanding, or other frontier challenges as they come up. - Apply advanced ML techniques - fine-tuning, reinforcement learning, retrieval, or others - and know when a technique is the right tool versus over-engineering. - Establish rigorous evaluation standards, reducing hallucinations, improving factual consistency, and defining what "good" looks like for a given system. - Drive data excellence through hands-on analysis of training and evaluation data, managing noise, edge cases, and drift at scale. - Provide technical leadership and mentorship across the ML team, raising the bar for experimentation, benchmarking, and engineering rigor. - Act as the bridge between research and production - ensuring new techniques get integrated into shippable systems, not just proofs of concept. - Partner cross-functionally with product, engineering, and legal subject-matter experts to set technical direction. - Cost effectively scale practical machine learning systems in a hyper-growth environment, ensuring they remain grounded in real business and customer needs. Qualifications - 7+ years of hands-on ML engineering experience, with multiple models shipped and running in production. - Deep expertise in ML and NLP, including LLMs, with a track record of solving hard modeling problems - not just applying existing recipes. - High proficiency in Python and strong command of modern ML/NLP frameworks. - Demonstrated ability to set technical strategy and drive execution in ambiguous, fast-moving environments. - A track record of mentoring engineers and raising technical standards beyond your own output. - Experience partnering directly with Product and Engineering leadership, not just executing their asks. Nice to Have - PhD in Machine Learning, Computer Science, or a related quantitative field. - Experience with document understanding, entity/relationship extraction, or structured extraction from unstructured text. - Experience with LLM fine-tuning techniques (LoRA, QLoRA, RLHF/RLVR) or advanced prompt engineering. - Experience in a high-growth startup environment. - Open to remote candidates or 3 days a week hybrid from our Toronto or San Francisco hubs. Benefits - Choice of medical, dental, and vision insurance plans for you and your family. - Additional insurance coverage options for life, accident, or critical illness. - Flexible paid time off, sick leave, short-term and long-term disability. - 10 US observed holidays, and Canadian statutory holidays by province. - A home office stipend. - 401(k) for US-based employees and RRSP for Canada-based employees. - Paid parental leave. - A local in-person meet-up program. - Hubs in San Francisco and Toronto.

• Open insurance claims and serve as the primary liaison with adjusters and carriers. • Request, track, and organize medical records, bills, and police reports. • Ensure treatment progression and awareness of treatment outcomes. • Identify and proactively resolve lien and subrogation issues. • Collaborate with lead paralegals to prepare complete, accurate case files for demand. • Communicate with clients daily to guide them through the pre-litigation process. • Maintain case timelines and ensure milestones are met with precision. • Spot and eliminate operational inefficiencies to drive speed and accuracy. • Uphold the highest standards in documentation, file integrity, and communication.

• Lead the design, development, and optimization of robust frontend systems for deploying LLM-based algorithms and services. • Manage projects through their complete lifecycle—from architecture to deployment, monitoring, and improvement. • Work with other engineering teams to understand use cases and deliver scalable platform solutions. • Develop high-quality, maintainable code using a modern tech stack. • Grow as an engineer working alongside world-class peers on impactful, cutting-edge generative AI projects.

• Manage, coach, and develop a team of 2–3 SMB Customer Success Managers. • Build a performance culture grounded in clear metrics, regular feedback, and accountability. • Hire and onboard future team members as the SMB segment grows. • Design and operationalize a digital-first CS motion that drives adoption, retention, and expansion across a high-volume SMB customer base. • Build and optimize automated lifecycle programs — onboarding sequences, health-based triggers, renewal campaigns, and re-engagement workflows — using tools like Salesforce, HubSpot, or equivalent. • Develop and maintain a library of digital touchpoints including in-app messaging, email nurture sequences, self-serve onboarding resources, and video content. • Identify where human intervention adds the most value and design the motion accordingly, protecting CSM time for the highest-impact moments. • Own GRR and NRR targets for the SMB segment. • Monitor customer health signals and ensure the team is proactively addressing risk before it becomes churn. • Partner with Account Managers to identify expansion and upsell opportunities within the SMB base. • Establish and track leading indicators that predict renewal outcomes 60–90 days in advance. • Build and maintain dashboards that give CS leadership real-time visibility into team performance, customer health, and segment-level risk. • Define and track the KPIs the team is measured against, including adoption milestones, health scores, renewal rates, and response SLAs. • Partner with CS Ops, Product, Support, and Marketing to continuously improve the digital customer experience.

Role Description We’re looking for a Senior/Staff User Researcher to build, execute, and scale a comprehensive research engine that directly informs our product strategy. In this highly cross-functional role, you will act as a "full-stack" researcher, taking ownership of the three critical pillars of our research motion: - Research Operations - Hands-on Mixed-Methods Research - Early Discovery Strategy You will roll up your sleeves to build our Research Ops infrastructure from scratch, managing participant recruitment, compliance, and tooling. Beyond operations, you will conduct rigorous qualitative and quantitative studies ranging from deep-dive focus groups to sentiment benchmarking. You will also act as a deeply embedded strategic partner to Design, Product, and Engineering leadership, helping the business validate early concepts and shaping strategy proactively. What You’ll Do - End-to-End Research Ops: Build and scale the foundational infrastructure for our research practice, managing participant sourcing and implementing modern research tools. - Mixed-Methods Research Execution: Design and conduct rigorous qualitative and quantitative research, analyze user engagement, run sentiment analyses, and execute surveys, focus groups, and targeted 1:1 user interviews. - Strategic Discovery Research: Lead early-stage exploratory research to evaluate product concepts, partnering with leadership across Design, Product, and Engineering. - Creative Artifact Generation & Business Alignment: Synthesize complex data into memorable artifacts that connect user pain points to ARR opportunities. - Cross-Functional Collaboration & Action: Proactively identify research needs based on quantitative engagement data and develop actionable recommendations. How Success Is Measured - Strategic Impact: Recognized as an influential partner in the product development lifecycle, informing the product roadmap. - Analytical Rigor: Research outputs represent a mix of quantitative data and qualitative insights. - ResOps Scalability: Establish clear, repeatable, and compliant operational systems. - Product & Business Impact: Findings translated into actionable proposals that drive feature adoption and influence ARR growth. Qualifications - 5+ years of work experience in UX Research, Product Research, or a related field within a fast-paced B2B tech environment. - Exceptional analytical skills, comfortable with both quantitative data and presenting macro-level ARR opportunities. - Proven track record of handling the logistical side of research, including compliance and participant management. - Strategic business acumen, able to connect user behaviors to revenue opportunities. - Ability to operate in detail while also building scalable systems and presenting proposals. - Outstanding communication and storytelling skills, producing exceptional research artifacts. Nice to Have - Prior experience acting as a founding researcher or establishing a Research function from the ground up. - Experience leveraging AI to accelerate qualitative data synthesis or operations. Benefits - Choice of medical, dental, and vision insurance plans for you and your family. - Additional insurance coverage options for life, accident, or critical illness. - Flexible paid time off, sick leave, short-term and long-term disability. - 10 US observed holidays, and Canadian statutory holidays by province. - A home office stipend. - 401(k) for US-based employees and RRSP for Canada-based employees. - Paid parental leave. - A local in-person meet-up program. - Hubs in San Francisco and Toronto.