FundView

• Own Revenue Growth in Region • Own and execute a regional sales plan to consistently achieve and exceed bookings targets across a defined territory. • Take full accountability for pipeline generation, deal progression, and closed revenue - not just activity. • Identify, qualify, and pursue new sales opportunities through outbound emailing, cold-calling, in-person visits, networking, trade shows, referrals, and inbound leads. • Navigate local-government buying processes involving administrators, finance teams, department heads, and elected officials. • Manage the entire sales process end-to-end: discovery, qualification, demonstrations, proposal development, negotiation, and close. • Lead product presentations and demos that clearly articulate FUNDVIEW's value to non-technical, public-sector audiences. • Collaborate with marketing to refine sales messaging, collateral, and proposals based on real-world buyer feedback.

Role Description We are seeking a detail-oriented and customer-focused Customer Support Specialist with hands-on experience supporting General Ledger and Accounts Payable processes through financial software solutions. In this role, you will support our municipal clients as they manage fund accounting, vendor payments, and financial reporting using our B2B SaaS platform. You'll be a trusted resource, helping users troubleshoot issues, maintain accurate financial data, and stay aligned with public sector accounting practices. You'll work directly with customers and our product team to ensure timely resolution of GL/AP-related support requests. Key Responsibilities - Provide frontline support to municipal customers using GL and AP features within our software, via phone, email, and our internal ticketing systems. - Troubleshoot accounting-related issues including fund accounting structure, journal entries, approval workflows, vendor management, encumbrances, invoice processing, and payment runs. - Educate users on product functionality, accounting best practices, and system updates. - Collaborate with Product, Engineering, and QA teams to escalate and track complex issues and enhancement requests. - Maintain detailed documentation and contribute to knowledge articles, FAQs, and support training materials. - Assist with onboarding and user training for new customers. - Stay current on public sector accounting standards, compliance requirements, and audit considerations. - Identify recurring themes or support trends and provide insights that influence product improvements. Qualifications - MUST be located in US within CST or EST time zones. - Associate degree in Accounting or related field (Bachelor's degree preferred). - 1–3 years of experience in General Ledger and/or Accounts Payable operations using cloud-based or enterprise financial systems. - Understanding of accounting concepts such as fund accounting, chart of accounts, invoice lifecycle, reconciliation, and financial reporting. - Strong analytical, communication, and troubleshooting skills. - Ability to translate technical/financial concepts into clear, user-friendly guidance. - Customer-first approach with experience supporting external clients. Preferred Qualifications - Experience in B2B SaaS customer support roles. - Public sector or government accounting experience. - Familiarity with ticketing systems (e.g. Microsoft Dynamics 365, Zendesk). - Exposure to software implementation support, financial data conversion, or customer training activities. You'll Excel in This Role If You… - Have a passion for helping users succeed with financial technology. - Possess the ability to remain calm and effective under pressure. - Have curiosity, initiative, and a continual improvement mindset - for yourself and the product. Benefits - Join a growing, highly collaborative team where your work directly impacts customer success and product evolution.

• Own Revenue Growth in Region • Own and execute a regional sales plan • Identify, qualify, and pursue new sales opportunities • Manage the entire sales process end-to-end • Lead product presentations and demos • Collaborate with marketing to refine sales messaging • Maintain accurate pipeline data and forecasts

• Lead QA Strategy. Define and execute a comprehensive QA strategy aligned with product and engineering goals across multiple systems and releases. This role will be a hands-on contributor to the success of the QA Team. • Build & Scale QA Function. Establish testing frameworks, processes, and best practices, with a strong emphasis on automation and continuous improvement. • Automation & Tooling. Drive adoption of modern testing tools such as Playwright or comparable frameworks; oversee test automation within CI/CD pipelines. • Technical Oversight. Ensure quality across applications, including API, integration, and end-to-end testing. • Team Leadership & Development. Recruit, mentor, and develop QA professionals; foster a culture of accountability, ownership, and technical growth. • Cross-Functional Collaboration. Partner with engineering, product, and DevOps teams to embed quality throughout the software development lifecycle. • Risk Management & Reporting. Identify quality risks early, communicate effectively with leadership, and provide clear metrics on product quality and release readiness.

• Provide frontline support to customers using our municipal court module via phone, email, and internal ticketing systems. • Troubleshoot issues related to case management, citations, warrants, court dockets, dispositions, payments, and reporting. • Guide customers through product features, system updates, and best practices for efficient court operations and case lifecycle management. • Assist users with workflows such as citation entry, court scheduling, fine and fee assessments, collections, and compliance tracking. • Collaborate with Product, Delivery, and QA teams to escalate and track complex issues and enhancement requests. • Maintain detailed case documentation and contribute to a knowledge base of FAQs, how-to guides, and support resources. • Assist with onboarding and training of new customers on municipal court functionality. • Stay current on regulatory updates relevant to municipal courts, including state statutes, court procedures, and reporting requirements. • Identify recurring customer challenges and provide insights that influence product improvements and support processes.

• Provide frontline support to customers using our municipal court module via phone, email, and internal ticketing systems. • Troubleshoot issues related to case management, citations, warrants, court dockets, dispositions, payments, and reporting. • Guide customers through product features, system updates, and best practices for efficient court operations and case lifecycle management. • Assist users with workflows such as citation entry, court scheduling, fine and fee assessments, collections, and compliance tracking. • Collaborate with Product, Delivery, and QA teams to escalate and track complex issues and enhancement requests. • Maintain detailed case documentation and contribute to a knowledge base of FAQs, how-to guides, and support resources. • Assist with onboarding and training of new customers on municipal court functionality. • Stay current on regulatory updates relevant to municipal courts, including state statutes, court procedures, and reporting requirements. • Identify recurring customer challenges and provide insights that influence product improvements and support processes.

• Define and execute a comprehensive QA strategy aligned with product and engineering goals across multiple systems and releases. • Establish testing frameworks, processes, and best practices, with a strong emphasis on automation and continuous improvement. • Drive adoption of modern testing tools such as Playwright or comparable frameworks; oversee test automation within CI/CD pipelines. • Ensure quality across applications, including API, integration, and end-to-end testing. • Recruit, mentor, and develop QA professionals; foster a culture of accountability, ownership, and technical growth. • Partner with engineering, product, and DevOps teams to embed quality throughout the software development lifecycle. • Identify quality risks early, communicate effectively with leadership, and provide clear metrics on product quality and release readiness.

• Provide frontline support to municipal customers using Utility Billing features within our software via phone, email, and internal ticketing systems. • Troubleshoot utility billing–related issues including customer accounts, meter reads, usage calculations, billing cycles, rate structures, adjustments, credits, fees, and payment application. • Assist customers with common utility workflows such as move-ins/move-outs, final bills, delinquency processing, shutoffs, and service reconnections. • Educate users on product functionality, billing best practices, and system updates related to utility operations. • Collaborate with Product, Delivery, and QA teams to escalate and track complex billing issues and enhancement requests. • Maintain detailed case documentation and contribute to knowledge base articles, FAQs, and support training materials. • Assist with onboarding and user training for new customers focused on Utility Billing setup and workflows. • Stay current on public-sector utility billing practices, compliance considerations, and customer service standards. • Identify recurring support trends and provide insights that help improve product functionality and customer experience.

• Own Revenue Growth in Region • Own and execute a regional sales plan to consistently achieve and exceed bookings targets across a defined territory. • Take full accountability for pipeline generation, deal progression, and closed revenue - not just activity. • Drive Net-New Logos: Identify, qualify, and pursue new sales opportunities through outbound emailing, cold-calling, in-person visits, networking, trade shows, referrals, and inbound leads. • Navigate local-government buying processes involving administrators, finance teams, department heads, and elected officials. • Run the Full Sales Cycle: Manage the entire sales process end-to-end: discovery, qualification, demonstrations, proposal development, negotiation, and close. • Lead product presentations and demos that clearly articulate FundView’s value to non-technical, public-sector audiences. • Partner with Marketing & Product Teams: Collaborate with marketing to refine sales messaging, collateral, and proposals based on real-world buyer feedback. • Provide structured input to product and leadership teams on customer needs, competitive dynamics, and feature gaps. • Forecasting & Market Intelligence: Maintain accurate pipeline data, forecasts, and activity tracking; regularly report insights to the VP of Sales. • Stay current on GovTech trends, competitive offerings, regulatory changes, and emerging technologies impacting local governments.

• The Senior Dynamics 365 Solutions Engineer designs, configures, and optimizes FundView’s internal Dynamics 365 and Power Platform environment. • You will lead solution design and implementation across Dynamics 365 (Sales, Customer Service, Project Operations), Power Apps, Power Automate, Dataverse, and Power BI to deliver secure, scalable systems that support FundView’s growth. • This role connects Product, Implementation, Engineering, and Customer Success, turning business requirements into clear technical designs and serving as a trusted advisor to stakeholders across the company. • Lead technical discovery and fit-gap analysis for Dynamics 365/Power Platform solutions supporting internal workflows (sales, onboarding, project delivery, support). • Design end-to-end solutions using Dynamics 365, Dataverse, Power Apps, Power Automate, and Power BI, aligned to Microsoft and FundView standards. • Define integrations between Dynamics 365, FundView SaaS applications, and other systems using standard connectors and APIs. • Produce concise solution artefacts (architecture diagrams, data models, mappings, configuration standards) for technical and non-technical audiences. • Configure Dynamics 365 apps (tables, forms, business rules, process flows, security roles) and related Power Platform components. • Lead or support data migrations from legacy or ad hoc systems into Dataverse/Dynamics 365. • Troubleshoot complex issues across configuration, integrations, data, and performance, driving root-cause analysis and durable fixes. • Collaborate with Implementation PMs, BSAs, and Customer Success to translate business processes into technical designs and implementation plans. • Act as a senior SME for Dynamics 365 and Power Platform, contributing to planning sessions, design workshops, and solution reviews. • Provide technical input to internal tooling and process roadmaps, identifying opportunities to improve efficiency and visibility. • Mentor junior engineers, BSAs, and implementation staff on Dynamics 365, Power Platform, and architecture best practices.