Order.co

Order.co is the System of Action for the Office of the CFO, transforming the way businesses purchase and pay into an intuitive, B2C-like shopping experience. Order.co leverages embedded AI agents and embedded financial products to reinvent the way businesses connect with their vendors. End users enjoy a seamless, zero-training buying experience, while finance and procurement leaders gain a single platform to orchestrate how the business “should operate”. The result is an all-in-one solution that serves as a gravitational pull for spend and data, automating and eliminating procurement and finance workflows from requisition to reconciliation along the way. Order.co is on the cutting edge of B2B Agentic Commerce, poised to be the market leader in creating a more predictive, prescriptive, and personalized experience for users. Founded in 2016 and headquartered in New York City, Order.co oversees nearly half a billion in annualized spend across hundreds of customers like WeWork, SoulCycle, Lume, and [solidcore]. Order.co has raised $75M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more. Order.co has been proudly named a 50 to Watch by Spend Matters and a Best Place to Work by BuiltIn and Inc. Magazine. The RoleAs a Senior Software Engineer on the Payments team, you will own the software that moves real money for Order.co's customers — virtual-card issuance and authorization, bank connections, accounting integrations, recurring and consolidated invoicing, and ACH / RTP rails. You'll deliver complex features reliably, own subsystems end-to-end from initial design through rollout and post-release fixes, and mentor junior and mid-level engineers along the way. You'll be a credible technical voice in design discussions, challenge weak assumptions early, and help the team build software that is correct, maintainable, and secure — qualities that matter especially in code paths where a bug shows up on a customer's bank statement. Along the way, you'll grow your architectural judgment in money-movement systems and predictably ship work that moves the business forward. ResponsibilitiesTechnical Execution & Code Ownership - Independently design and implement complex, multi-part features from requirements to production - Own subsystems, services, or critical components in the payments stack — for example, the internal financial ledger, the virtual-cards issuance and authorization lifecycle, bank connections, or the invoicing and auto-debit pipeline. The team routes questions to you for these areas - Write clean, maintainable, production-ready code with consistent test coverage — money-movement code paths are held to a high test bar - Navigate existing codebases with architectural discernment — identify sound patterns to build upon, recognize technical debt, and use AI tooling as an accelerant while applying your own judgment on correctness, security, and alignment with the system's direction - Debug production issues effectively; seek first to understand — investigate evidence and identify root causes rather than applying band-aids, especially in webhook, retry, and reconciliation paths where a quick patch can hide a deeper consistency bug Design & Architecture Contribution - Participate actively in design reviews; your designs regularly influence team-level architecture decisions - Propose sound technical designs that account for scalability, performance, and reliability trade-offs — and for payments-specific concerns like idempotency, exactly-once semantics, reconciliation between internal state and vendor reports, and clean separation between authorization and capture - Identify risks before they become incidents — surface edge cases, data consistency concerns, and failure modes during planning. In payments, that includes double-charge, double-credit, dropped webhook, and out-of-order event scenarios End-to-End Delivery & Ownership - Scope and estimate work accurately; solve problems in order — break down epics into deliverable, independently reviewable units - Deliver features end-to-end, including rollout coordination and post-release monitoring. Rollouts that affect real money rely on feature-flagging, dark-launching, reconciling, and watching dashboards before declaring "done" - Communicate risks and blockers early — don't absorb uncertainty silently - Review stories critically before committing: ensure they're appropriately broken down and that dependencies are well understood by the team Mentorship & Technical Leadership - Mentor junior and mid-level engineers through code reviews, pairing, and direct feedback - Provide high-quality, substantive code reviews — lead with humility, treat the author as a teammate to help, and catch what AI misses; teach others to do the same - Teach best practices; your presence raises the quality of code around you Technical Influence - Influence technical decisions through credibility, not just seniority - Drive improvements in team practices — testing patterns, observability for money-movement flows, code organization, and the bar for test coverage in code paths that move real funds - Champion quality and standards; push back on shortcuts that create long-term cost — especially in code that touches funds or credit Communication & Collaboration - Explain technical decisions clearly to both technical and non-technical stakeholders - Represent engineering well in product and cross-functional discussions, including with Finance, Operations, and Credit on reconciliation, credit-risk, and dispute-handling questions - Translate vendor documentation (Stripe, Lithic, and others) into clear, scoped engineering work - Approach all assignments with a security lens — actively look for vulnerabilities in your own code and in the code you review, with extra care in PII and PCI-adjacent paths Qualifications - You are motivated by accountability — you own outcomes, not just tasks - You are results-oriented and measure success by shipped, working software - You are motivated by correctness in code that touches money — the consequences of a bug land on real customer balances, and you take that seriously - You love helping people on your team grow and improve - Writing tests is an integral part of your development process, not an afterthought - You know how to design and build software incrementally — you don't need a complete spec to make progress - Collaborating with the people around you to achieve a goal motivates you - You are collaborative, open-minded, and actively developing your craft - You are curious and pragmatic about AI-driven solutions — you apply them where they add real value and stay skeptical where they don't - Familiarity with AI-assisted development tools — you understand how they work, where they help, and where they fail. Prior hands-on use is a plus; intellectual curiosity and the instinct to evaluate AI output critically are what matter Technical Skills - Strong foundation in computer science fundamentals: data structures, algorithms, and system design - Expertise in building production-grade applications and services using Ruby and Ruby on Rails - Extensive experience with PostgreSQL and SQL-based data modeling, including query optimization and performance tuning - Deep understanding of web application security, observability, and scalable system architecture - Proven ability to design, build, and maintain secure, scalable, and well-documented APIs - Experience building integrations with external systems — REST/GraphQL APIs, webhooks, event-driven pipelines, or third-party vendor connections - Hands-on experience with at least one payment processor or card issuer (Stripe, Lithic, Adyen, Marqeta, Braintree, or equivalents), or comparable fintech vendor work - Working familiarity with at least one of: double-entry ledger design, idempotency / exactly-once patterns for webhooks and money-movement, ACH / wire / card-network basics, or reconciliation against vendor reports - Familiarity with AWS and other cloud platforms, including infrastructure as code and CI/CD pipelines - Experience using AI coding assistants (e.g., Claude, GitHub Copilot) as part of your development workflow — not as a shortcut, but as a force multiplier; you provide them with appropriate context about constraints and conventions, critique AI output, recognize failure modes, and decide when to override What Great Looks LikeA Senior Software Engineer on the Payments team who is thriving at this level demonstrates: - Reliable delivery of complex work — consistently ships multi-part features on time with low defect rates - Low defects in owned areas — proactively monitors and improves the quality of the systems they own; in payments specifically, that means incident-free quarters in code paths that move funds and clean reconciliation against vendor reports - High trust from team and stakeholders — engineers, Finance, Operations, and Credit partners know they can count on you - Measurable mentorship impact — engineers around you write better code because of your reviews and guidance "Someone we can depend on for the work that matters — especially the work that touches money." Failure Modes We Screen AgainstWe actively evaluate candidates for the following anti-patterns during the interview process: Failure Mode What It Looks Like Strong coder, weak owner Ships code but doesn't manage to the task — owns the merge, not the outcome; hands off and moves on without monitoring or fixing post-release issues Solo expert Hoards knowledge instead of sharing — becomes a single point of failure and blocks team growth Overconfident designer Proposes solutions without considering trade-offs — jumps to conclusions, resists alternative approaches Rubber-stamper Produces AI-generated output without verifying it against the codebase, tests, or business context Interview ProcessOur 5-round process is designed to evaluate you across all competency areas. AI tools are permitted in technical rounds. Round Format What We Evaluate 1 — Hiring Manager Screen 60 min, conversational Career trajectory, mentorship philosophy, technical influence examples, communication style 2 — Take-Home + PR Discussion 72h take-home + 60 min live Navigating unfamiliar code, ownership and decomposition discipline visible in your PR, root-cause judgment, AI tool usage 3 — System Design + Artifact Critique 60 min, Miro board Requirements gathering, schema/API design, trade-off articulation, calibrated code-review judgment on a teammate's PR 4 — Team Interview (conditional) 30 min, behavioral Collaboration patterns, mentorship behavior, negotiation behavior with cross-functional partners 5 — Culture Add 30 min, People Team Organizational values alignment Round 4 is conditional: it runs when the team needs additional behavioral signal after Rounds 2 and 3, and is otherwise skipped. Your recruiter will tell you whether it's scheduled before your loop is finalized. The Round 2 (Take-Home + PR Discussion) and Round 3 (System Design) exercises are drawn from real payments problems — invoice payment allocation and credit-availability calculation — so the technical evaluation is grounded in the work you'd actually be doing. What You’ll Receive - Competitive compensation including base salary, bonus, and equity - Employer-sponsored 401(k) with match - Comprehensive medical, dental, and vision coverage - Flexible time off and hybrid work environment - Opportunity to build and scale a critical function at a high-growth fintech company The anticipated annual salary range for this role is $175,000–$195,000. Actual compensation and title will be commensurate with experience, qualifications, knowledge, and skills.

Role Description We are currently looking for a Customer Success Agent to support the end-to-end experience for our customers. This is a role for someone who finds satisfaction in the details—someone who enjoys navigating logistics, coordinating cross-departmentally, and ensuring that every customer interaction is handled with thoughtfulness and tactfulness. This is a "Work from Home" role; however, candidates must be based out of the Chicago area. This role is Part Time, with an estimated weekly schedule of around 20-30 hours, with the potential to scale based on business need and seasonal demand. The starting hourly pay rate for this role is $22-$24/hr, with flexibility to scale based on experience. Qualifications - Bachelor's degree required - 1+ year of experience in Customer Success, Account Management, or related client-facing role - Ability to address tactical issues efficiently and effectively - Strong listening skills with the ability to understand customer business needs - Proven ability to multitask and prioritize in a dynamic environment - Excellent organizational and time-management skills - Enjoys working as part of a team in a collaborative environment - Clear, professional written and verbal communication skills Requirements - Customer Support & Ticket Management - Resolve customer tickets promptly using a CRM (Zendesk) - Accurately tag and categorize customer tickets based on type - Respond to customer inquiries with professionalism and a helpful, positive tone - Data & Systems Management - Update and maintain customer information within internal CRM and backend systems - Ensure accurate documentation of all customer interactions - Cross-Functional Collaboration - Work directly with Account Managers and Operations teams to determine the best course of action for customer requests - Identify recurring customer issues and report trends to the appropriate team members - Act as an internal customer advocate, working closely with internal stakeholders to foster a company-wide culture of customer success Benefits - A competitive compensation package including stock options - Employer-sponsored 401(k) with employer match - Robust medical, dental, vision, and wellness benefits - Flexible time off and remote work policies

• Establish and maintain the Single Source of Truth (SSOT) for product catalog data by defining, documenting, and enforcing organizational data standards (e.g., attribute definitions, classification, and naming conventions). • Integrate consolidated product, vendor, and transactional data to build a comprehensive data model specifically designed to support advanced sourcing analysis, pricing comparisons, and substitution logic. • Conduct forensic data analysis across disparate systems to identify, prioritize, and resolve data quality issues (duplicates, inaccuracies) that impede effective sourcing, negotiation, and substitution efforts. • Proactively analyze SSOT data to uncover strategic sourcing and cost-reduction opportunities, focusing on identifying vendor pricing gaps, suboptimal product utilization, and opportunities for vendor rationalization. • Translate data insights into actionable financial strategies by collaborating with Vendor Operations and Customer Success teams to validate identified opportunities, inform vendor negotiations, and drive successful product substitutions. • Monitor the financial impact and success metrics of product substitution rates, cost savings achieved, and overall data quality improvement. • Serve as the data champion and primary liaison between teams on all matters related to product and pricing data integrity and utilization. • Lead cross-functional working groups to achieve consensus on data definitions, resolve conflicting requirements, and standardize data input and usage across departments.

Order.co is the System of Action for the Office of the CFO, transforming the way businesses purchase and pay into an intuitive, B2C-like shopping experience. Order.co leverages embedded AI agents and embedded financial products to reinvent the way businesses connect with their vendors. End users enjoy a seamless, zero-training buying experience, while finance and procurement leaders gain a single platform to orchestrate how the business “should operate”. The result is an all-in-one solution that serves as a gravitational pull for spend and data, automating and eliminating procurement and finance workflows from requisition to reconciliation along the way. Order.co is on the cutting edge of B2B Agentic Commerce, poised to be the market leader in creating a more predictive, prescriptive, and personalized experience for users. Founded in 2016 and headquartered in New York City, Order.co oversees nearly half a billion in annualized spend across hundreds of customers like WeWork, SoulCycle, Lume, and [solidcore]. Order.co has raised $75M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more. Order.co has been proudly named a 50 to Watch by Spend Matters and a Best Place to Work by BuiltIn and Inc. Magazine. About the RoleThe Product Information Management Specialist is responsible for maintaining, optimizing, and enhancing Order.co’s product catalog to improve customer purchasing efficiency, drive cost savings, and support revenue growth. This role involves detailed data management, vendor research, pricing optimization, and real-time order analysis to ensure catalog accuracy and effective product substitution. Key ResponsibilitiesCatalog Maintenance & Data Management - Add, update, and maintain vendor pricing and product availability for high-volume and high-impact SKUs - Ensure accuracy, consistency, and completeness of catalog data across internal systems - Identify and correct discrepancies in product information, pricing, and availability Product Optimization & Substitution - Map product substitutes and recommend viable alternatives based on pricing, availability, and customer needs - Analyze product relationships to support intelligent substitution logic - Execute catalog enhancements to reduce friction in the purchasing process and improve fulfillment rates Vendor Research & Data Sourcing - Source product and pricing information from vendor websites and portals with speed and accuracy - Maintain up-to-date knowledge of vendor offerings and pricing structures - Facilitate communication with vendors to obtain quotes and confirm product details Cross-Functional Collaboration & Quality Assurance - Partner with the Data team to quality-assure (QA) product enrichment and catalog updates - Support internal initiatives to improve catalog structure, usability, and data integrity - Contribute to the continuous improvement of catalog processes and tools QualificationsRequired - Bachelor’s degree required - Strong attention to detail with the ability to identify inconsistencies in large datasets - Strong written communication skills and ability to follow through on tasks independently - Proficiency with Excel or Google Sheets - Ability to learn and navigate new tools and systems quickly What You'll Receive - A competitive compensation package including base, variable, and stock options - Employer-sponsored 401(k) with employer match - Robust medical, dental, vision, and wellness benefits - Flexible time off and remote work policies - Generous leave policies and support for new and current parents - The anticipated hourly rate for this role is $31.25. Actual compensation and title will be commensurate with experience, qualifications, knowledge, and skills.

• Deliver complex features reliably while raising the technical bar of the team • Design and implement complex features end-to-end; own subsystems and navigate existing codebases with architectural discernment, using AI tooling as an accelerant while applying your own judgment on correctness, security, and alignment with the system's direction • Participate in design reviews; propose sound technical designs and identify scalability, performance, and reliability risks before they become incidents • Scope and estimate accurately; deliver features from requirements through rollout and post-release monitoring; communicate risks early • Mentor junior and mid-level engineers through code reviews and pairing; provide substantive feedback that raises the quality of code around you • Drive improvements in team practices — testing patterns, observability, code organization — and push back on shortcuts that create long-term cost • Explain technical decisions clearly to both technical and non-technical stakeholders; represent engineering in product discussions with a security lens

• Design, build, and maintain scalable data pipelines, integrations, and AI workflows • Develop reliable and maintainable ETL/ELT systems that support analytics, operational reporting, and AI-driven products • Contribute to the architecture and evolution of the company’s data platform and AI infrastructure • Continuously optimize data architecture to support evolving business and product requirements • Develop infrastructure automation and deployment workflows to improve engineering velocity and operational consistency • Implement infrastructure as code (IaC) practices using tools such as Terraform or CloudFormation • Build and maintain CI/CD pipelines and automated testing workflows • Develop monitoring, alerting, and observability solutions for data and AI systems • Improve reliability, scalability, and operational efficiency through automation • Contribute to production-ready AI systems and workflows where they provide measurable business value • Mentor junior and mid-level engineers through code reviews, pairing, and technical guidance

• Ensure software systems are reliable, scalable, performant, and operationally efficient • Design, build, and operate highly available, scalable, and fault-tolerant infrastructure and platform services • Define and maintain service level objectives (SLOs), service level indicators (SLIs), and error budgets across platform systems • Lead incident response efforts for complex production outages; drive root-cause analysis and long-term remediation actions • Develop infrastructure automation and self-service tooling to reduce operational toil and improve engineering velocity • Build and maintain CI/CD pipelines, deployment automation, and release engineering workflows • Design and maintain comprehensive monitoring, logging, tracing, and alerting systems for distributed services

• Own Platform team-level architectural security decisions; research, design and own security frameworks • Lead and contribute to large, complex security initiatives; decompose work, coordinate execution, and surface risks • Proactively detect and remediate security vulnerabilities • Champion security standards, testing patterns, and observability • Mentor senior engineers toward Staff-level behaviors • Align multiple teams on security strategy

• Manage a large portfolio of SMB customers, focused on driving retention and improving overall customer health • Execute high-quality, repeatable outreach and save motions to proactively address risks and prevent churn • Monitor account health signals (usage, spend patterns, support trends) to identify and resolve issues early • Conduct regular book reviews and data analysis to prioritize at-risk accounts and take action • Partner with customers via email, calls, and virtual touchpoints to remove blockers and ensure continued success with Order.co • Act as a trusted guide on day-to-day platform usage, helping customers get consistent value from Order.co • Collaborate closely with Support, Product, and senior CSMs to escalate and resolve customer issues quickly • Capture and share customer feedback to help improve product experience and reduce recurring friction points • Support broader Customer Success initiatives aimed at improving cohort health, retention, and TPV attainment

Order.co is a B2B Ecommerce Platform that simplifies purchasing. Our strength has always been our unique edge: transforming how businesses connect with vendors through our marketplace. We're not just improving workflows—we're redefining how procurement, operations, accounting, and payments come together to drive efficiency and innovation. Every step – requisition, approval, payment, and reconciliation – is curated and automated to make purchasing across all your vendors, locations and teams as easy as purchasing for your personal lives. Founded in 2016 and headquartered in New York City, Order.co oversees nearly half a billion dollars in annualized spend across hundreds of customers like WeWork, SoulCycle, and Lume. Order.co has raised $70M+ in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more. Order.co has been proudly named as a 50 to Watch by Spend Matters and a Best Place to Work by BuiltIn and Inc. Magazine. The RoleWe’re seeking a Customer Success Manager to join the Customer Success team at Order.co and own the post-sale & post-implementation experience for a growing portfolio of customers. This role is critical to ensuring customers realize ongoing value from the platform, deepen adoption over time, and view Order.co as a strategic partner in their purchasing and payments operations. Reporting to Customer Success leadership, the Customer Success Manager will manage the full customer lifecycle, from onboarding and adoption through retention and expansion, serving as a trusted advisor to Operations and Finance stakeholders across small, mid-market, and complex organizations. This role blends relationship management, consulting, and revenue ownership, with a strong emphasis on proactive engagement, churn mitigation, and net revenue retention. The ideal candidate is highly consultative, commercially minded, and energized by helping customers achieve tangible business outcomes. You’ll collaborate closely with Product, Operations, and Support teams to surface insights, resolve risks early, and continuously improve the customer experience. Above all, you’ll play a key role in driving long-term customer loyalty, growth, and advocacy as Order.co continues to scale. Responsibilities - Serve as the main point of contact for your assigned accounts, owning the full post-sale customer journey and building strong relationships with Operations and Finance professionals at small, medium, and large, complex organizations - Retain and grow a rapidly expanding book of business - Serve as the expert and go-to consultant for your accounts on purchasing and payments best practices - Dig deep to understand clients’ business goals and educate them how to leverage their Order subscription to meet these goals - Proactively increase our share of wallet with clients; meet aggressive revenue targets while simultaneously mitigating churn and building brand champions (NRR is the name of the game) - Collaborate with our Operations & Product team to translate customer feedback into improvements across our platform - Monitor your account’s Support ticket volume and escalate risk proactively - Work closely with Management to understand analytical trends for your Clients and areas of strategic opportunity Qualifications - You have 2+ years in an Account Management or Customer Success role, ideally in a B2B SaaS environment - You have consistently met and/or exceeded revenue and/or retention targets - You have experience managing client data within a CRM, and are familiar with highly consultative, short sales cycles. - You are exceptionally skilled at building strong business relationships. You can work equally well with end users and C-level decision-makers. - You are action-oriented, results driven, and able to work in a team environment - You are able to prioritize autonomously and ask for advice or help when necessary - You are an excellent and collaborative communicator across both written and verbal mediums - You are a self-aware, team-focused asset who can provide insight into process optimization What you’ll receive: - A competitive compensation package including base and uncapped variable components as well as stock options - The opportunity to grow quickly within the GTM organization - Employer-sponsored 401(k) - A deep knowledge and understanding of selling a SaaS B2B product in the purchasing and payment space - The opportunity to grow and perform in a fast-paced environment alongside a stellar team - Flexible time off and remote work policies - Robust medical, dental, vision, and wellness benefits - Generous leave policies and support for new and current parents - The anticipated annual salary range for this role is $80,000-$100,000 OTE. Actual compensation and title will be commensurate with experience, qualifications, knowledge, and skills.