PEX

• Set and achieve ambitious growth targets aligned with the company’s overall business objectives • Develop and implement comprehensive full-cycle sales strategies to drive new sales pipeline and grow PEX’s share of market • Identify and prioritize key growth opportunities and markets. • Provide hands-on coaching and mentorship to the sales team, fostering a culture of continuous learning and professional development to enhance performance and drive sales growth. • Act as a player-coach by actively participating in key sales activities and initiatives, leading by example to demonstrate effective sales techniques and strategies while directly contributing to the company's growth targets. • Mentor and develop team members to build a high-performing, motivated workforce. • Lead by example, demonstrating strong leadership, strategic thinking, and a results driven mindset. • Design and execute effective GTM strategies for new partner and product launches • Create effective flywheel strategy to ensure partner relationships efficiently drive new leads to sales, and incremental revenue to customer success in driving new prospects and increased revenue • Partner with cross-functional teams to ensure cohesive and successful market approaches. • Partner with marketing to optimize product positioning, pricing, and promotional tactics to maximize market penetration. • Allocate team resources effectively to support strategic initiatives. • Ensure optimal use of resources, including budget management and ROI analysis. • Implement and oversee performance metrics to track the efficiency and effectiveness of the team • Conduct thorough market research to identify emerging trends, competitive landscape, and customer needs. • Utilize data-driven insights to inform strategic decision-making and growth initiatives. • Monitor and report on market and competitor activities to identify threats and opportunities. • Establish KPIs to measure the success of growth strategies and business development efforts. • Regularly report on growth performance to senior leadership and stakeholders. • Adjust strategies and tactics based on performance data and market feedback. • Work closely with marketing, product development, client success and other departments to align growth initiatives. • Ensure clear and consistent communication of growth strategies and objectives across the organization. • Represent the company at industry events, conferences, and meetings to promote growth initiatives.

• Serve as the business-side architect for Salesforce, owning data model, process design, and change governance, and own the SFDX-based CI/CD release process • Manage and direct a Salesforce developer and a GTM analyst — translating business requirements into executable work, holding delivery accountability, and developing the team toward greater autonomy • Provide governance for connected GTM tools including Gong, Orum, and the inContact / Salesforce integration layer • Manage the OneTrust, Google Tag Manager, and Google Analytics relationship, ensuring compliant and accurate marketing data flows • Partner with the data team (Snowflake, dbt, Power BI) to centralize marketing analytics and surface campaign performance, attribution, and funnel reporting that marketing and sales can act on • Own the internally developed .NET CRM service — the integration layer between the PEX platform and Salesforce REST APIs. Coordinating with PEX engineering for ongoing maintenance and evolution • Establish KPIs, dashboards, and a measurement culture across the function, pushing toward signal over noise • Act as the day-to-day decision-making layer between the CIO and the team on business systems issues, reducing escalation and enabling faster execution • Evaluate and recommend tooling changes with a bias toward simplicity, AI-enabled, and total cost of ownership.

• Bring together insights from every area to design and build the customer experience • Ship high-quality, new products and features on a weekly basis • Define and articulate user facing features of the product, including understanding how users will interact with the product and ensuring that these interactions are engaging and intuitive • Collaborate with multiple business partners to scope, design and develop new features to meet growth, P&L and customer goals • Rapidly synthesize complex issues into easily understood product requirements and an easy to use user experience • Develop a deep understanding of user needs and behaviors • Work closely with UI designers and developers to ensure that the interactive elements of the product are consistent, visually appealing and functionally effective • Conduct user research to gather insights into how users interact with the product. This includes usability testing, A/B testing, and other methods to validate and refine interactive features • Create usability test plans, conduct qualitative interviews, synthesize and report on feedback to inform design and development decisions • Write comprehensive user stories for key product features, including acceptance criteria, and participate in integration and user acceptance testing (UAT) and functionality testing • Track and report on engagement metrics, and make data driven decisions to improve the product • Validate design decisions and understand the impact of different interactive elements on user experience and conversion rates • Manage the lifecycle of product features UX from conception through launch and beyond. This includes prioritizing tasks, setting timelines, and ensuring that projects stay on track • Analyze user data and translate insights into actionable product improvements. • Provide thought leadership in design thinking and user-centered design principles • Keep up-to-date with the latest trends in technology and design as well as the competitive landscape, and incorporate these insights into the product strategy • Effectively visualize and communicate design ideas • Define and track KPIs and key results around the user experience. • Be an end-user expert on the current PEX platform and all product user experience

• Support the end to end onboarding of new customers and help ensure a smooth and timely launch • Guide customers through platform setup including ordering cards, configuring spend controls, funding accounts, and preparing to transact • Track onboarding progress, timelines, and outstanding tasks across multiple customer implementations • Communicate clearly with customers through email, phone, and screen share sessions • Partner with Sales, Customer Success, Risk, and Support teams to remove obstacles and keep implementations on track • Become a subject matter expert on the PEX platform and best practices • Identify patterns, gaps, or recurring issues in onboarding and suggest improvements • Help document and refine processes, templates, and implementation playbooks

• Perform complex financial analysis to ensure deals originated are within policy limits and establish credit line assignments for manually reviewed applications. • Accurately and consistently identify underlying risks and provide feedback to the Head of Credit for recommended underwriting treatment. • Recognize trends and formulate appropriate responses regarding the feasibility of credit requests. • Provide loan approval recommendations to the appropriate lending authority. • Ensure all deals are within credit policy, note any policy exceptions, and work with the credit team to ensure proper guardrails are in place. • Host deal reviews and post-mortems as deemed necessary to ensure high-quality decision-making. • Review bad debt loans and provide feedback for enhanced underwriting and account management strategies. • Adhere to established service level agreements (SLAs) to maintain operational velocity. • Work closely with Sales and CSMs (Customer Service Managers) to establish and maintain strong customer relationships. • Provide approvals and set credit limits for accounts required to re-verify financials. • Assist with developing and enhancing credit risk assessment capabilities to maintain healthy relationships with clients by balancing risk/reward. • Influence decision-making to find opportunities to improve strategies across the PEX organization.

• We're on a mission to transform how organizations manage workforce spending. • For over a decade, PEX has built and evolved solutions that help small and medium-sized organizations manage payments-related activities more efficiently. • You are a Senior Software Engineer who thrives at the intersection of Fintech and AI innovation. • You’ll join at an exciting time—this isn’t a role where you’ll be handed tickets and told what to build. • You are a customer-focused engineer with an ownership mentality and the ability to act independently to lead features through all stages of our SDLC. • You thrive in environments where you collaborate from ideation through deployment and ship code that impacts hundreds of thousands of users.

• Identify, initiate, and grow partnerships that influence or serve mid-market customers in the U.S. • Develop strategic relationships with software platforms, accounting ecosystems, channel partners, and vertical associations (Nonprofit, Construction, Government, Education, and Industrial Manufacturing). • Generate a prospect pipeline through cold outreach and discovery calls to build a portfolio of critical partners in the finance sector. • Lead scoping discussions with prospective and existing Tier 1 partners to identify market penetration opportunities. • Define partnership strategy aligned with revenue and ICP goals to maximize market penetration. • Lead C-suite relationships for Tier 1 partners and drive strategic plans for high-impact accounts. • Own all partnership outcomes, including partner-sourced pipeline, revenue growth, and card spend. • Mentor the team on deal strategy and executive presence to elevate collective performance. • Build repeatable partner motions and serve as the lead escalation point for complex negotiations. • Deepen existing relationships to drive incremental revenue, card spend, and platform adoption. • Develop a deep understanding of the PEX platform—including corporate cards, expense management, disburse cards, vendor payments, and integrations—to map solutions to partner challenges. • Establish and maintain a high-quality partnership pipeline within Salesforce to track outcomes and revenue impact. • Elevate PEX’s visibility within key partner ecosystems supporting mid-market ICP customers. • Work closely with Sales, Product, Marketing, and Customer Success to ensure alignment on partner execution and shared workflows. • Communicate partner feedback to the Product team to influence the development of integrations or referral pathways.