HELPGRID

• The Full Sales Cycle: Managing warm leads from the initial hello to the final "yes." • Relationship Building: Quickly establishing rapport with prospects to understand their needs. • Strategic Selling: Mastering the art of upselling and cross-selling to maximize every interaction. • Data Integrity: Maintaining a clean CRM to ensure no opportunity falls through the cracks.

• The Full Sales Cycle: Managing warm leads from the initial hello to the final "yes." • Relationship Building: Quickly establishing rapport with prospects to understand their needs. • Strategic Selling: Mastering the art of upselling and cross-selling to maximize every interaction. • Data Integrity: Maintaining a clean CRM to ensure no opportunity falls through the cracks.

• The Full Sales Cycle: Managing warm leads from the initial hello to the final "yes." • Relationship Building: Quickly establishing rapport with prospects to understand their needs. • Strategic Selling: Mastering the art of upselling and cross-selling to maximize every interaction. • Data Integrity: Maintaining a clean CRM to ensure no opportunity falls through the cracks.

• Managing warm leads from the initial hello to the final "yes." • Quickly establishing rapport with prospects to understand their needs • Mastering the art of upselling and cross-selling to maximize every interaction • Maintaining a clean CRM to ensure no opportunity falls through the cracks

• The Full Sales Cycle: Managing warm leads from the initial hello to the final "yes." • Relationship Building: Quickly establishing rapport with prospects to understand their needs. • Strategic Selling: Mastering the art of upselling and cross-selling to maximize every interaction. • Data Integrity: Maintaining a clean CRM to ensure no opportunity falls through the cracks. • What Success Looks Like First 30 Days: Complete our intensive sales training, master the product scripts, and begin hitting your daily call volume targets. • Day 90 and Beyond: Consistently meet or exceed monthly conversion targets

Role Description HelpGrid is seeking for a Controller to take full ownership of financial clarity, reporting integrity, and business insight across the company. This is not a traditional controller/accounting role. In this role, you will act as the financial operator of the business, owning the accuracy of the numbers, improving how they are structured, and translating financial data into clear, actionable insights for leadership. This position is best suited for someone who understands both accounting fundamentals and operational finance, and who thrives in fast-moving environments where they are expected to think, challenge, and advise; not just report. Key Responsibilities - Financial Ownership & Close Oversight - Review and validate monthly financial statements prepared by the centralized finance team. - Ensure revenue, commissions, and operational costs are accurately categorized and aligned with business reality. - Maintain full confidence in the integrity, accuracy, and consistency of financial data. - Own and improve the month-end close process, driving efficiency, speed, and accuracy. - Identify discrepancies, inconsistencies, and unusual financial trends, and drive resolution proactively. - Financial Reporting & Visibility - Build and continuously improve financial reporting structures for leadership. - Analyze profitability across services, clients, and business verticals. - Provide clear insights into revenue drivers, cost structure, and operational margins. - Ensure reporting evolves alongside company growth and increasing complexity. - Business Partnering & Operational Finance - Partner closely with the CEO and leadership team to provide actionable financial insights. - Translate accounting data into clear explanations of business performance and key drivers. - Help leadership understand what changed, why it changed, and what actions to take. - Act as a trusted advisor, providing recommendations and constructively challenging assumptions when needed. - Ensure financial insights lead to clear, actionable decisions, not just reporting. - Process Improvement & Systems - Assess and improve financial workflows, reporting systems, and data structures. - Build or redesign financial processes to increase clarity, scalability, and reliability. - Introduce automation and tools to reduce manual work and improve accuracy. - Partner cross-functionally to improve financial visibility across the organization. - Coordination with Central Finance - Work closely with the centralized finance team responsible for accounting operations. - Review financial statements and reconciliations to ensure accuracy and completeness. - Provide guidance on financial structure, categorization, and reporting improvements. - Ensure accounting outputs align with operational reality. - Act as the primary financial owner for HelpGrid within the broader organization. What Success Looks Like - Accurate, efficient, and continuously improving month-end close processes. - Financial reports that leadership can trust and act on immediately. - Clear visibility into profitability, margins, and cost drivers. - Ability to quickly explain what changed, why it changed, and what to do next. - Fast, clear, and data-backed responses to leadership questions. - Financial processes that become more scalable, automated, and reliable over time. Qualifications - 7+ years of experience in accounting, finance, or financial operations. - Strong understanding of financial reporting, revenue recognition, and cost structures. - Proven ability to own and improve month-end close and reporting processes. - Strong analytical skills with the ability to interpret and clearly explain financial data. - Advanced Excel / Google Sheets proficiency. - Experience operating in fast-paced, high-growth environments with high expectations for speed, accuracy, and accountability. - Ability to trace financial outputs back to source data and validate accuracy. Preferred Experience - Experience in variable cost environments (e.g., e-commerce, performance-driven businesses). - Background combining accounting + FP&A / operational finance. - Experience working directly with CEOs or senior leadership. - Track record of building or redesigning financial processes from the ground up. - Exposure to multi-entity or international structures. What We’re Looking For - Takes full ownership of financial clarity and accuracy. - Thinks beyond reporting and understands business drivers. - Operates with a high level of independence, does not rely on step-by-step direction and is expected to independently identify, prioritize, and solve problems. - Proactively identifies problems and brings solutions with measurable impact. - Communicates clearly, directly, and with specific, data-backed outcomes. - Can confidently engage with leadership and hold their own in discussions. - Acts as a builder, continuously improving systems and processes, not just maintaining them. - Demonstrates experience through specific, measurable outcomes. Employment Details - Department: Finance - Reports To: CEO - Employment Type: Full-time - Location: Remote (U.S. time zone overlap required) Company Description HelpGrid is a performance-driven growth partner for eCommerce brands in the health and wellness space. We specialize in abandoned cart recovery, post-sale engagement, and customer support, helping our clients recover 10–15% more revenue from existing traffic. Last year alone, our work generated over $35 million in additional revenue for our clients. What began as a small support team has grown into a technology-enabled revenue engine. We have built internal tools to optimize customer conversations, scale operations, and deepen engagement, and we are now evolving those tools into software products powered by AI and automation. As we continue to grow, we are strengthening the financial systems and processes that support this expansion. Equal Opportunity Employer HelpGrid is committed to providing equal employment opportunities and fostering a diverse and inclusive workplace. We welcome applicants from all backgrounds and do not discriminate on the basis of race, color, ancestry, national origin, religion, gender, gender identity, sexual orientation, marital status, age, or disability.

• Own client relationships and drive growth for a portfolio of e-commerce clients • Develop proactive growth strategies, not just reactive problem-solving • Collaborate cross-functionally to get clients what they need quickly

Role Description Are you the kind of person clients trust the moment they meet you? Do you spot a problem before it happens, and fix it before anyone has to ask? HelpGrid helps fast-growing e-commerce brands (think health & wellness, supplements, pet products, and DTC) deliver world-class customer experiences. We're looking for an Account Manager to own client relationships, drive growth, and become an indispensable partner to the brands we support. This isn't just a support-ticket role. You'll build real relationships, dig into account data to find opportunities clients haven't even thought of yet, and be the person who makes things happen. - A portfolio of e-commerce clients you'll know inside and out - Proactive growth strategy for your accounts, not just reactive problem-solving - Cross-functional collaboration to get your clients what they need, fast Qualifications - Fluent in both English and Portuguese (Mandatory) - 3+ years of Account Management, Customer Success, Client Services, or similar client-facing experience - Strong relationship management and communication skills - Experience interpreting data and using metrics to guide client conversations - Highly organized with the ability to manage multiple priorities simultaneously - Self-starter with excellent problem-solving skills and a proactive mindset - Ability to work independently while collaborating across cross-functional teams Requirements - Real ownership over client relationships from day one - Performance-based commission on top of base salary - Remote-first culture with a genuine support system (you'll be paired with an experienced teammate during onboarding) Benefits - Full-Time contract - Location: Remote - Working Hours: 9:00 AM – 6:00 PM US Eastern Time Company Description HelpGrid is a performance-driven growth partner for eCommerce brands in the health and wellness space. We specialize in abandoned cart recovery, post-sale engagement, and customer support, helping our clients recover 10–15% more revenue from existing traffic. Last year alone, our work generated over $35 million in additional revenue for our clients. What began as a small support team has grown into a technology-enabled revenue engine. We have built proprietary tools that optimize customer conversations, improve operational efficiency, and increase revenue for our clients. As we continue to grow, we're expanding our technology and AI capabilities while maintaining a customer-first approach built on trust, partnership, and measurable business impact. Equal Opportunity Employer: HelpGrid is committed to providing equal employment opportunities and fostering a diverse and inclusive workplace. We welcome applicants from all backgrounds and do not discriminate on the basis of race, color, ancestry, national origin, religion, gender, gender identity, sexual orientation, marital status, age, disability, or any other protected characteristic.

• Own client relationships and drive growth • Implement proactive growth strategy for your accounts • Collaborate across functions to fulfill client needs quickly

• The Full Sales Cycle: Managing warm leads from the initial hello to the final "yes." • Relationship Building: Quickly establishing rapport with US-based prospects to understand their needs. • Strategic Selling: Mastering the art of upselling and cross-selling to maximize every interaction. • Data Integrity: Maintaining a clean CRM to ensure no opportunity falls through the cracks. • First 30 Days: Complete our intensive sales training, master the product scripts, and begin hitting your daily call volume targets. • Day 90 and Beyond: Consistently meet or exceed monthly conversion targets