Overflow

• Architect and build robust, end-to-end features that enable intuitive customer self-onboarding, seamless subscription plan upgrades, and highly optimized e-commerce checkout flows • Own complete features from database schema and RESTful API design (Node.js) through to a polished, highly responsive frontend implementation (React/TypeScript) • Write clean, well-tested, and maintainable code • Partner closely with Product, Design, and Data to iterate quickly and deliver high-quality user experiences • Identify technical debt and contribute to architectural improvements that enhance reliability, scalability, and speed • Mentor junior engineers and participate in on-call rotations to ensure high availability of systems

• Build Strategic Operations, Hands-On • Stand up planning cadence, operating rhythms, and business reviews across the company. • Run cross-functional initiatives that span teams and need a single accountable owner. • Define and instrument the metrics that matter (volume, acceptance, chargeback ratio, loss, cost-to-serve, settlement time) and build the reporting/BI layer that gives leadership a real-time view of how the company is running — without waiting on a data team. • Own the company's tooling stack: select tools, make build-vs-buy decisions, and help every function use what they have well. • Champion AI adoption across the company: find high-leverage use cases in other functions, pilot and roll out tools, and help teams build their own AI fluency — you're the visible proof point of what AI-leveraged operating looks like at Overflow. • Scope XFN internal tooling and make the case for engineering support where it's needed — turning vague pain points into clear asks and prioritization. With dedicated Engineering resourcing now in place for internal tooling, you'll act as the de facto PM for that workstream, translating operational needs into scoped, prioritized asks. • Serve as the operating thought partner to the CPO and CEO on what's working, what's breaking, and what to do about it. • Lead Payment Operations • Oversee the existing Payment Operations team across KYC, risk reviews, chargebacks, stock gift processing, DAF, designated funds, and reconciliation. • Own operational health end-to-end: processor relationships, settlement, dispute handling, and the controls that keep a regulated payments business safe. • Eventually hire and develop a Payment Operations Manager to run the team day-to-day as the function scales, freeing you to focus on strategic work. • Partner with Product on the seams where operations meets the donor-facing payment surface — especially compliance/KYC and recurring flows. • Lead Tap Operations • Oversee the existing Tap Operations team responsible for fulfillment, logistics, and delivery of Overflow's physical Tap giving products to churches and partners. • Own operational health end-to-end: order processing, supply and vendor relationships, staffing, and quality control. • Partner with Partnerships/Success on demand planning and church-facing fulfillment timelines. • Own Our SOC 2 Program • Take full ownership of the SOC 2 program upon arrival — a clean handoff is built into your onboarding. • Manage the auditor relationship, GRC tooling (Vanta, Drata, or equivalent), evidence collection, controls operating rhythm, and renewal cycle. • Partner with Engineering on technical security controls while you own the program around them.

• Secure, manage, and scale Overflow’s cloud environment, implementing least-privilege IAM policies, network security (VPCs, WAFs, Security Groups), and robust secret management. • Refine existing infrastructure provisioning using Infrastructure as Code (IaC) tools, ensuring security best practices. • Deploy and manage comprehensive observability, logging, and alerting frameworks to detect performance bottlenecks, anomalous behavior, or potential security incidents. • Own and optimize our continuous integration and deployment (CI/CD) pipelines. • "Shift Left" by integrating automated security testing (SAST, DAST, dependency scanning, container scanning) directly into the developer workflow. • Act as a security champion, partnering with software engineers to perform threat modeling, architectural reviews, and secure coding training. • Action on compliance requirements (SOC 2, PCI-DSS, and data privacy regulations) • Partner with our legal and operations teams to streamline security audits, penetration testing, and vendor risk assessments. • Ensure that PII and sensitive financial data are properly encrypted at rest and in transit across all databases and caching layers.

• Own HubSpot end-to-end — lifecycle stages, deal structures, custom objects, attribution models, and integrations • Design and maintain the full GTM tech stack (HubSpot, Monday.com, Make, and connected Finance tools) as a coherent system, not a collection of tools • Build and enforce pipeline data standards so leadership can trust what they see in reports • Build dashboards and recurring reports that track performance against targets set by leadership — pipeline health, conversion rates, renewal risk, expansion signals • Work with Sales leadership to define lead attribution policies, deal ownership rules, and rules of engagement — then instrument them in HubSpot so they're enforced systematically • Identify manual, error-prone workflows and replace them with reliable automations (Make, HubSpot workflows, Monday.com) • Partner with Sales and CS leadership to design clean handoff processes — define what "done" looks like at every transition, document it, and build reporting to monitor execution

• Architect, build, and own Overflow's core data infrastructure from the ground up — pipelines, warehouses, data models, and orchestration • Design and implement scalable ETL/ELT pipelines that collect, transform, and deliver clean, reliable data across Overflow's platform and business functions • Build and maintain a unified data layer that integrates data across Engineering, Product, Finance, Revenue, Success, and Operations • Design well-structured, intuitive data models that empower self-service analytics across the company and power OLAP views in customer facing applications • Build and maintain dashboards and reporting infrastructure that give leadership real-time visibility into key business metrics — total giving volume, client sentiment, payment revenue • Partner with the Head of AI to design storage schemas and organization strategies for semi-structured and unstructured data, providing the clean structures required to power advanced MLOps, RAG pipelines, and agent memory • Implement Databricks Unity Catalog to establish strict data governance, documentation standards, access controls, and role-based visibility across the organization. • Build for reliability by implementing data quality monitoring, alerting, and validation frameworks to ensure data accuracy and trustworthiness. • Collaborate closely with Engineering, Product, Finance, Payment Ops, Support, and RevOps to understand data needs and deliver scalable solutions • Act as the internal expert and advocate for data — educating teams on best practices and helping them ask better questions of the data • Contribute to the product roadmap by surfacing data-driven insights about customer behavior, platform performance, and market opportunity

• Own design end-to-end — drive work from problem definition through launch and iteration across a core product area, with no specs thrown over a wall and no handoffs • Turn ambiguous, high-stakes financial and operational workflows into experiences that feel intuitive and earn user trust • Contribute to roadmap and product strategy with a strong, user-grounded point of view — helping shape decisions, not just executing them • Move quickly from sketches to interactive prototypes to high-craft, production-ready designs, using prototyping to pressure-test ideas and align the team • Lead lightweight, self-serve research and connect directly with churches and nonprofits to validate direction and generate insights • Build and evolve Overflow's design system, establishing the foundations, patterns, and guidelines that let a small team ship consistent, high-quality experiences at speed • Participate in critiques, give and receive sharp feedback, present work in product leadership reviews, and help define how design operates at Overflow as the team grows

• Execute systems and logistics that shape Overflow's employee experience — from onboarding to recognition to offboarding • Partner with the Head of People to integrate HR policies with employee experience initiatives • Support the development and execution of people policies and infrastructure across the full employee lifecycle — recruiting operations, onboarding, systems management, benefits, terminations, and offboarding • Manage employee status and supporting data via Notion and Gusto • Maintain accurate internal tracking of the employee database • Execute the culture onboarding program • Steward recognition programs that embed gratitude into daily rhythms • Manage staff gifting and celebrations through Bonusly • Execute performance-driven and staff development gatherings led by the Head of People • Maintain stewardship and regular hygiene of the People Team budget • Ensure IT infrastructure across office locations is functioning

• Own Overflow's product positioning and messaging across all segments — from starter churches to enterprise ministries — ensuring every touchpoint tells a clear, compelling, and differentiated story • Build and maintain a messaging framework that translates product capabilities into the language of generosity growth, not just feature specs • Craft and scale our migration narrative — turning proof points (12% giving increase, 90%+ migration in 8 weeks, 112% retention) into a repeatable, segment-specific story that drives urgency and conversion • Develop competitive positioning that clearly articulates why Overflow wins against legacy platforms and emerging competitors • Lead end-to-end GTM strategy for all product launches — from Tap and full-stack giving features to AI-powered tools and new payment methods • Build the GTM playbook for Overflow, defining launch tiers, cross-functional workflows, channel strategies, and measurement frameworks • Partner with Product Management and Engineering to inject market and user insights into the product roadmap • Coordinate cross-functionally with Marketing, Success, Partnerships, and Sales to ensure launches land with impact across every channel and stakeholder group • Build the sales enablement toolkit from the ground up: battlecards, pitch decks, segment-specific one-pagers, objection handling guides, and a fully functioning demo environment • Close the AE messaging gap by creating education resources that help reps articulate Overflow's value proposition with confidence across every segment and deal size • Support the enterprise GTM motion with solutions-oriented collateral, case studies, and proof points that give AEs credibility in complex deals • Partner with Revenue Operations to identify and act on product-market signals that inform upsell and expansion plays • Build a customer marketing engine: case studies, testimonials, and customer stories that showcase real outcomes and drive social proof • Partner with Customer Success to develop in-product enablement content, product documentation, and onboarding materials that reduce time-to-value and drive adoption • Shape the in-product upsell narrative — working with Product and Growth to identify the right moments, segments, and messaging to drive Tap-to-full-stack conversion • Drive customer communications for product updates, migrations, and changes with clarity and care • Own competitive intelligence as a repeatable program — monitoring the church giving and generosity tech landscape and translating shifts into actionable insights for Product and Sales • Conduct and synthesize user research to deepen our understanding of church leaders, pastors, administrators, and donors across segments • Identify market trends and whitespace opportunities that inform product strategy and GTM expansion

• Own the operational coordination and execution of Overflow’s strategic partnership initiatives, partner programs, and partner-facing events • Serve as a key point of contact for external partners, ensuring clear communication, timely follow-up, and a high-quality relationship experience • Manage logistics and project execution for conferences, executive roundtables, partner dinners, sponsorships, strategic meetings, and other GTM events • Coordinate all aspects of partnership event execution including registrations, travel, venue management, catering, agendas, partner communications, booth logistics, and attendee experience • Partner cross-functionally with Sales, Marketing, Customer Success, and Executive Leadership to ensure alignment across partnership initiatives and event priorities • Track sponsorship deliverables, event timelines, partner commitments, and follow-up actions to ensure flawless execution and accountability • Build and maintain scalable workflows, timelines, tracking systems, and operational processes for partnership campaigns and events • Support partner onboarding, communication cadences, and relationship management workflows across the partnership lifecycle • Manage vendor relationships and coordinate with venues, production teams, contractors, travel providers, and external event partners • Track and report on partnership and event KPIs including engagement, attendance, pipeline influence, follow-up completion, and partner activity • Coordinate executive scheduling and logistics for strategic partner meetings and relationship-building opportunities • Ensure Overflow’s brand, hospitality, professionalism, and culture are reflected across every external interaction and event experience • Identify operational improvements and scalable systems that strengthen partnership execution and cross-functional collaboration • Support additional strategic GTM and partnership initiatives as needed.

• Manage and support Overflow’s payment operations across cash and non-cash giving workflows, including stock donations, payment processing, reconciliation, and transaction support • Analyze payment activity, operational trends, and risk indicators to identify issues, improve processes, and reduce operational friction • Review merchant and client applications, validate documentation, and support Know Your Customer (KYC) and Know Your Business (KYB) verification processes • Monitor transaction activity for fraud, chargebacks, returns, and other payment-related risks while escalating complex issues as needed • Investigate payment discrepancies, operational issues, and transaction anomalies to identify root causes and drive resolution • Support underwriting and risk review processes by analyzing financial information, business models, transaction behavior, and exposure levels • Collaborate cross-functionally with Product, Engineering, Finance, Customer Success, and Operations teams to improve payment workflows and internal systems • Assist in scoping operational improvements, documenting requirements, and supporting testing for new tooling and automation initiatives • Track operational KPIs including approval rates, chargeback ratios, payment declines, processing trends, and risk-related metrics • Support the end-to-end stock donation process including transfer coordination, liquidation tracking, payout allocation, and operational compliance • Maintain accurate operational documentation and support audit, compliance, and reporting requirements