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**What You’ll Do** **Support Pre-Sales Discovery and Solution Design** - Partner with Commercial Growth to understand partner use, workflows, technical requirements, operational expectations, and launch needs. - Help assess partner fit, implementation complexity, support needs, risks, and launch readiness before contract signature. - Translate partner requirements into clear implementation assumptions, dependencies, risks, and next steps. - Support solution design for partners using partner portal workflows, API integrations, AI-agent-enabled workflows, and Bizee Pro. **Own Partner Onboarding and Launch** - Lead onboarding for new distribution partners from contract signature through first successful order, production launch, and scaled usage. - Build partner launch plans and coordinate across Product, Engineering, Operations, Support, Finance, Legal, and Compliance. - Create repeatable onboarding playbooks, checklists, templates, and launch processes. - Ensure partners understand order flows, pricing, SLAs, reporting, documents, support paths, escalation processes, and operational requirements. **Manage and Grow Strategic Distribution Partners** - Serve as the primary post-sale relationship owner for assigned distribution partners. - Run partner check-ins, launch reviews, issue reviews, QBRs, and expansion discussions. - Maintain a clear view of partner health, usage, revenue, open issues, risks, and growth opportunities. - Identify opportunities for partners to expand usage across formation, EIN, registered agent, compliance, annual reports, business license, certificates of good standing, document retrieval, virtual address, digital mailroom, and related services. **Drive Operational Excellence** - Own partner escalations from intake through resolution. - Coordinate with Support, Fulfillment, Engineering, Product, Compliance, Finance, and Data to resolve issues quickly. - Track root causes and convert recurring issues into process, product, documentation, or tooling improvements. - Help Bizee move from bespoke partner support to a repeatable, scalable partner experience. **Turn Partner Feedback Into Better Product** - Capture partner feedback and translate it into clear product requirements, workflow gaps, bugs, and enhancement requests. - Help Product and Engineering prioritize partner needs such as permissions, multi-client or multi-entity management, secure intake, pricing rules, billing, reporting, webhooks, document access, order status, and auditability. - Support improvements to partner onboarding, API documentation, sandbox experience, webhooks, reporting, and partner portal workflows. **Build Partner Reporting and Health Metrics** - Create a clear operating view of partner health, performance, and growth. Track partners from onboarding through first successful order, production launch, and first value, then monitor ongoing performance across usage, revenue, entities under management, support volume, escalations, SLA performance, partner satisfaction, expansion opportunities, and churn or risk signals. - Partner cross-functionally to give Biizee and our partners a shared view of what is working, where there is friction, and what needs to improve as the distribution partner channel scales.

• Own the strategic direction of Bizee’s product marketing function • Drive subscription attach, conversion, retention, and revenue • Build Bizee’s product marketing function from the ground up • Partner with Brand, Growth, Product, and Partnerships leadership • Equip Sales and Customer Success to communicate product value • Define and evolve Bizee’s foundational product messaging and positioning • Lead pricing and packaging strategy across formation, subscription, and add-on products • Drive customer, market, and competitive research

• Partner with the President and executive team on org design, leadership effectiveness, talent quality, succession, performance, and cross-functional friction. • Design and protect Bizee’s talent bar. Build the hiring standards, role scorecards, interview calibration, decision rules, and leadership alignment required to consistently identify high-caliber talent as the company scales. Ensure we do not compromise on quality-of-hire in the name of speed. • Design a scalable hiring system, including workforce planning, role definition, scorecards, interview loops, calibration, decision frameworks, and candidate experience. • Build Bizee’s People Operating System, including the rhythms, mechanisms, and rituals that drive alignment, accountability, and performance. • Strengthen the manager layer through practical enablement, feedback systems, performance routines, and leadership expectations. • Design and own Bizee's performance cycle: goal setting, ratings, calibration, and linkage to comp and promotion decisions. • Advise on role clarity, leveling, compensation philosophy, incentive design, spans, layers, and capability planning. • Build onboarding, engagement, and internal communication mechanisms that help employees ramp faster and stay connected to the mission. • Lead change management as Bizee modernizes its platform, operating model, AI-enabled workflows, and distributed teams. • Plan and execute the eventual transition away from full co-employment (PEO) arrangements in multiple countries globally, including building the internal HRIS, payroll, benefits and compliance infrastructure needed to stand up direct employment, sequencing the migration to minimize risk and disruption, and managing the associated legal, tax, and employee communication considerations. • Own multi-state wage and hour compliance and workforce administration for a distributed employee population spanning nearly all 50 U.S. states, encompassing both exempt and non-exempt staff. • Lead and integrate teams across multiple countries internationally, ensuring a single coherent Bizee culture and set of operating standards translate effectively across geographies, management structures, and local labor norms.

• Act as the internal subject matter expert for business formation, entity management, registered agent, compliance filings, annual reports, foreign qualifications, amendments, certificates of good standing, virtual address, virtual mail, USPS 1583, and CMRA-related workflows. • Work closely with Partner Success, Product, Engineering, Fulfillment, Support, Legal, and Compliance to identify operational gaps surfaced by Bizee Pro customers, professional firms, and distribution partners. • Design and document new workflows for Bizee Pro, distribution partnerships, partner portal processes, API-enabled workflows, and future AI-agent-enabled use cases. • Help modernize workflows, tools, engagement channels, and operating processes so Bizee can scale efficiently while improving customer and partner outcomes. • Support Bizee’s move toward a more digitized, national fulfillment infrastructure across formation, registered agent, compliance filings, virtual address, virtual mail, and distribution partner workflows. • Create and maintain process documentation, workflow maps, SOPs, exception paths, support guides, escalation rules, and internal operating playbooks. • Identify recurring operational friction and convert it into process improvements, tooling requests, product requirements, automation opportunities, or reporting needs.

• You own the on-site conversion funnel end-to-end: package selection, checkout, post-checkout, and every pricing-surface presentation. • You’ll own the backlog of a dedicated Growth team; shaping priorities and being accountable for shipping metric moving strategies. • You build and run the A/B testing program with statistical rigor (orthogonal testing with intention, no underpowered reads). • You translate pricing and packaging strategy into shipped, measurable outcomes. • You will be held accountable to outcomes, not outputs. You will create the transparency, quality, and consistency that makes those results trustworthy and repeatable through a healthy Growth team backlog. • Clear prioritization, sequencing, and documented funnel requirements with acceptance criteria that engineering can build against. • A real experimentation system. Test backlog, orthogonal scheduling, and documented read standards. A predictable test cadence with measurable improvement vs. baseline. • Trustworthy instrumentation. Complete GA4 and Amplitude audit with gaps triaged and a fix plan in place; a live revenue-per-visitor dashboard the team actually uses.

• Build FP&A function from the ground up: designing budgeting and forecasting processes, financial models, and board-ready reporting. • Lead annual budget and quarterly reforecast processes. • Maintain integrated SaaS financial model: bookings, ASC 606 recognized revenue, deferred revenue waterfall, expenses. • Flex into accounting team for month-end close support; own specific workstreams like flux analysis and revenue review. • Produce monthly board reporting and executive dashboards with narrative analysis. • Partner with cross-functional leaders to set targets and inform investment decisions. • Drive ad-hoc strategic analysis: pricing, unit economics, customer cohorts, channel ROI. • Recommend and implement FP&A tech stack, leveraging AI tools to optimize work.

• Partner directly with the President and executive team to drive execution against the company’s most important strategic priorities • Act as a force multiplier by increasing clarity, alignment, accountability, and execution across the business • Run the operating rhythms that create focus and forward motion across the business, including planning cycles, WBRs, MBRs, leadership reviews, and strategic forums • Translate strategy into clear workstreams, milestones, owners, dependencies, and measurable outcomes • Lead complex cross-functional programs spanning Product, Engineering, Operations, Growth, Marketing, Data, Finance, and People • Identify bottlenecks, surface tradeoffs, and push teams toward decisions and action • Build the mechanisms that improve visibility, resource allocation, sequencing, and follow-through across major initiatives • Prepare clear, high-quality decision memos, executive briefs, and leadership communications that accelerate alignment and action • Help strengthen Bizee’s operating culture by reinforcing clarity, urgency, ownership, accountability, and cross-functional collaboration

What You'll Deliver**In your first 6-12 months:** - Unified Design System: Launch a scalable, AI-ready design system that ensures consistency across all customer-facing touchpoints (product, brand, and marketing). - Brand and Web Creative Direction: Partner with Marketing and establish a creative direction and visual standards for all marketing campaigns, brand assets, and the Bizee corporate website, ensuring they align with the core product design system. - Onboarding UX Re-architecture: Partner with Product to redesign the post-purchase experience, ensuring high adoption and a measurable reduction in early churn. - Member Center Experience: Lead the design of a proactive "Member Center" that empowers entrepreneurs to manage their services and recognize value easily. - Continuous UX Optimization: Partner with Platform Engineering to run weekly A/B tests on UI elements, onboarding flows, and in-app support triggers. - Customer Sentiment Design: Integrate design-led feedback loops (CSAT/NPS) into the product experience to ensure we are meeting the psychological needs of our users. - AI-Driven Interface Patterns: Deploy new design patterns for interacting with AI-powered features, increasing long-term engagement and trust.

• As the Principal, SEO & GEO, you are the senior technical expert who ensures Bizee is findable, citable, and recommended across every surface where entrepreneurs search for help starting a business. • Google organic, Google AI Mode, AI Overviews, ChatGPT, Perplexity, Claude, and Gemini. • This is not a "content marketing" role. You are a technically deep practitioner who understands how search engines crawl, index, and rank. • How AI systems retrieve, evaluate, and cite. How CMS architecture decisions cascade into organic visibility outcomes. • You write technical specifications that engineering teams implement. • You partner with the Head of Marketing to shape SEO and GEO strategy. You make the entire search function smarter.

• Own the data strategy, architecture, and intelligence capabilities for Bizee. • Design the data structures that power customer intelligence, marketing analytics, jurisdictional compliance, and financial reporting. • Lead a team of approximately 3-4 Technical Leads, Principal Data Scientists, Analysts, and Engineers. • Partner directly with Platform Engineering, Product, and Marketing leadership. • Ensure the data foundation enables subscription transformation, lifecycle marketing, and AI-powered product experiences. • Use AI tools to accelerate work and team processes. • Design data systems with AI consumption as a requirement.