Procurify

• Build & Ship End-to-End Features: Design, develop, and maintain full stack features—from RESTful APIs and backend services to responsive, user-friendly frontend components—using Python/Django and TypeScript/React. • Develop Scalable Backend Services: Build and evolve backend systems that handle business logic, data storage, and integrations, ensuring performance, reliability, and scalability. • Create High-Quality Frontend Experiences: Implement reusable, accessible, and performant UI components in React. Collaborate with product and design to deliver intuitive user experiences. • Design & Optimize Database Schemas: Contribute to the design of our database models and write efficient, secure queries. You will work to ensure the performance and integrity of our data layer. • Champion Code Quality: Contribute clean, efficient, testable, and reusable code that is easy to maintain and extend. You will actively participate in code reviews, sharing your knowledge and providing constructive feedback to elevate the team. • Strengthen System Architecture: Collaborate with your team on technical designs to ensure they follow appropriate patterns and are architecturally sound. You will help improve the implementation and architecture of our backend systems. • Ensure System Reliability: Participate in the investigation and resolution of defects, performance bottlenecks, and any other issues affecting the quality and stability of the monolith.

• Build & Ship Frontend Features: Design, develop, and maintain responsive, user-friendly frontend components using TypeScript/React. • Create High-Quality Frontend Experiences: Implement reusable, accessible, and performant UI components in React. • Drive User Experience: Collaborate with product and design to deliver intuitive user experiences. • Champion Code Quality: Ensure you and other team members are contributing clean, efficient, testable, and reusable code that is easy to maintain and extend and aligns with our technical strategy and coding standards. • Strengthen System Architecture: Provide leadership in the technical output of your team and ensure technical designs follow appropriate design patterns, are architecturally sound, and adhere to secure coding practices.

• Own end-to-end AR operations — with a focus on DSO reduction and cash flow predictability • Manage the invoicing cycle for accuracy and timeliness; oversee the collections process with a structured, relationship-preserving approach • Drive operational discipline around AR aging, escalation thresholds, and write-off processes; maintain a clean and current AR ledger • Identify process gaps that create revenue leakage, delayed cash, or customer friction — and own the solutions • Own AR-related internal controls, credit policy compliance, and procedure documentation • Own end-to-end AP operations — with a focus on payment accuracy, vendor trust, and working capital discipline • Manage the vendor payment cycle for accuracy and timeliness • Drive operational discipline around AP aging, payment terms optimization, and exception management; maintain a clean and current AP ledger • Identify process gaps that create payment delays, duplicate spend, or vendor friction — and own the solutions • Own AP-related internal controls, procurement policy compliance, and procedure documentation • Run all internal AP workflows end-to-end through Procurify and become the definitive internal expert on how the platform performs in a real finance operation • Document gaps, workarounds, and friction points encountered in daily use; translate those into structured, actionable feedback the product team can actually use • Participate actively in product discovery sessions — bring the practitioner's perspective to roadmap planning and feature prioritization; your day-to-day experience is a direct input into what gets built • Maintain a recurring feedback cadence with the product team — proactive input on workflow design and usability, not just reactive bug reports • Test new feature releases and beta initiatives ahead of broader rollout; validate that changes improve the operational experience and flag regressions before they reach customers • Stay ahead of how AI is transforming AP and AR • Proactively evaluate and pilot AI use within the accounting function; build a roadmap for where automation can reduce manual effort without sacrificing control • Act as an internal champion for AI adoption — educate the team, document outcomes, and scale what works • Own the full month-end close — manage the close calendar, task sequencing, and cross-team coordination to hit deadlines every cycle • Own the AP and AR close sub-processes end-to-end — cutoff, accruals, reconciliations, and final sign-off • Review and approve journal entries, balance sheet reconciliations, and aging schedules; own GL completeness before handoff to the Director of Finance • Serve as the primary escalation point for close execution issues • Continuously improve close efficiency — reduce days-to-close through better sequencing, tooling, and upstream preparation • Directly manage the corporate accounting team; set goals, conduct reviews, and invest in professional development • Foster a team culture grounded in operational excellence, accountability, and a bias toward improvement • Serve as the escalation point for AP, AR, and close execution issues • Own the design, monitoring, and documentation of controls across AP, AR, and the broader accounting function • Ensure GAAP/ASPE compliance across all accounting operations in coordination with the Director of Finance • Support the Director of Finance with underlying schedules and commentary for internal reporting and audit preparation • DSO Metric: 60 days or less • Month end close days: 7 days or less • Operational-focused metrics

• Lead and scale a high-performing BDR organization, driving strategic outbound pipeline generation while overseeing inbound lead management to ensure high-quality qualification and consistent conversion • Set the long-term vision and strategic direction for the outbound function, aligning initiatives with broader revenue and go-to-market goals • The BDR organization reports into Sales Leadership, and you will align closely with Account Executives and Sales Managers to build, refine, and execute strategic plays for building high-quality, conversion-ready pipeline • Partner with Sales, Marketing, RevOps, and Product to develop integrated programs that drive consistent, high-quality lead generation and conversion • Establish a data-driven performance culture by developing robust reporting, forecasting, and coaching systems • Identify and implement new tools, processes, and workflows to optimize team efficiency and scalability • Champion cross-functional collaboration and influence key strategic decisions across GTM teams • Act as a leader-coach: mentor emerging managers, support career development, and foster a culture of continuous improvement • Represent the voice of the outbound team to senior leadership, surfacing trends, challenges, and opportunities • Own and refine the playbook for scaling teams, territories, and talent in a dynamic growth environment • Help create a scalable path to promotion for top BDR’s progressing to SMB AE’s.

• Support the execution of marketing campaigns across channels, ensuring accurate setup, tracking, and documentation • Maintain campaign tracking frameworks to ensure consistent reporting • Partner with Demand Generation to ensure campaigns are measurable and structured for performance analysis • Maintain and optimize lead lifecycle processes, including lead capture, scoring, routing, and nurture programs • Ensure clear handoff between Marketing and Sales through defined processes and data consistency • Monitor funnel performance and identify opportunities to improve conversion rates and lead quality, including progression from MQL to SQL and beyond • Support marketing attribution and campaign performance analysis across channels • Track and report on key marketing metrics, including conversion across lifecycle stages (e.g., MQL → SQL → pipeline) and overall pipeline contribution • Translate performance data into actionable insights for marketing stakeholders • Administer and optimize Marketo and support marketing use of Salesforce CRM • Own the administration and optimization of Intercom for customer-facing communications, ensuring it is properly configured to leverage product usage data for precise audience targeting. • Ensure systems are properly integrated and aligned with marketing workflows • Support the adoption and optimization of tools such as Gong where relevant to marketing insights • Build and maintain dashboards and reports to provide visibility into campaign performance, funnel metrics, and marketing KPIs • Analyze marketing data to identify trends, performance gaps, and opportunities for improvement • Translate data into clear, actionable insights to support marketing decision-making • Maintain data quality across marketing systems, including lead and campaign data • Establish and enforce best practices for data entry, tracking, and reporting • Support a reliable source of truth for marketing and pipeline data • Partner closely with Demand Generation, Content Marketing, Product Marketing, Sales, and RevOps teams to align processes and reporting • Act as a key operational partner to Marketing, supporting campaign execution and performance visibility • Contribute to initiatives that improve marketing efficiency and pipeline generation.

• Support the execution and optimization of sales processes, from opportunity creation through close • Maintain pipeline hygiene and ensure accurate opportunity data within Salesforce CRM • Monitor pipeline performance and identify opportunities to improve conversion rates, cycle time, and sales velocity • Support sales forecasting processes through data accuracy and structured reporting • Support operational processes across the post-sale lifecycle, including onboarding, renewal, and expansion • Partner with Customer Success to improve customer health tracking, renewal visibility, and retention workflows • Identify and address friction points in the customer journey to improve retention and expansion outcomes • Support segmentation and lifecycle management to better align customer engagement strategies • Administer and optimize Salesforce CRM, including configuration, automation, and data integrity • Build and maintain dashboards that provide visibility into pipeline health, sales performance, and customer lifecycle metrics.

• Conduct market research to identify potential target customers, industries, and market trends. • Contact potential clients through cold-calling and cold-emailing to establish rapport and arrange meetings. • Qualify leads by understanding their needs, pain points, and fit for our solutions. • Engage in networking, face-to-face meetings, and other activities to generate and close leads. • Conduct initial discovery calls to educate prospects about our offerings. • Stay up-to-date on trends and news from the industry, competitors, and target market. • Collaborate with the sales team to develop and execute strategies to meet revenue targets. • Build and nurture relationships with prospects, guiding them through the sales funnel. • Maintain accurate and up-to-date records of prospect interactions and sales activities in the CRM system.

• Build and maintain driver-based operating models tied to business assumptions (headcount, ARR growth, pipeline) • Perform meaningful and in-depth financial analysis on current and future financial performance, which includes but is not limited to budget variance analysis, standard monthly, quarterly and annual financial analysis. • Champion the adoption of AI and LLM-powered workflows across the team by defining best practices, identifying high-impact use cases, and enabling knowledge sharing. • Drive effective application of AI tools for data analysis, insight generation, and narrative commentary to improve accuracy, increase efficiency, and streamline day-to-day operations. • Research and analyze historical, current and projected financial data for use in planning, forecasting and management decision making • Partner with broader Finance and RevOps teams to ensure data integrity and consistency across systems • Develop automated reporting and dashboards to track key SaaS metrics, providing commentary and actionable insights to support decision making • Drive improvements in planning processes, reporting cadence, and tooling • Build relationships across the organization to ensure alignment on assumptions, definitions and support storytelling through data • Other Ad Hoc duties as assigned

• Technical Problem Solving: You will manage and resolve complex inbound technical tickets via email and live chat. While most interactions are written, you will lead occasional video calls to troubleshoot high-priority issues and provide an expert, effortless user experience. • Product Advocacy and Insights: You will serve as the essential bridge between customer friction and long-term product solutions. By identifying, reproducing, and documenting bugs for the Engineering team, you will ensure technical issues are resolved at the root. You will also act as a primary voice of the customer, gathering feedback from daily interactions to help shape and influence the product roadmap. • AI and Knowledge Engineering: You will write and maintain high-quality internal and external documentation, including FAQs and how-to guides. You will leverage AI tools to optimize these resources, ensuring our AI Agents can effectively ingest and utilize data to assist both internal teams and external users. • Workflow Automation: You will use a variety of AI tools in creative ways to automate, optimize, and expedite support workflows and internal processes. • Customer Configurations: You will act as the technical lead for complex account setups, including provisioning, data and integrations, and workflow tailoring.

• Own the annual and quarterly demand generation strategy, including program mix, segmentation, budget allocation, forecasting, targets, and expected pipeline impact across segments • Translate company revenue goals into integrated, multi-channel demand programs that drive predictable MALs, SALs, SQLs, and MAL-sourced pipeline • Establish and evolve the demand generation playbook, incorporating buyer insights, competitive dynamics, and emerging best practices • Drive MAL-to-SAL and SAL-to-SQL conversion improvements through segmentation, lifecycle strategy, and close partnership with Sales • Lead quarterly and annual planning for demand investment, ensuring alignment to business priorities and growth objectives • Champion disciplined experimentation (offers, messaging, channels, audiences, landing pages), scaling winning programs and sunsetting underperforming initiatives • Oversee the integrated events and field marketing strategy, including tradeshows, conferences, webinars, and in-person activations, ensuring strong pipeline impact and ROI • Guide social media strategy to align with campaign priorities, audience engagement, and demand objectives • Own lifecycle and email marketing strategy, driving personalization, nurture, reactivation, and conversion optimization across the buyer journey • Implement advanced segmentation and automation strategies to increase efficiency and performance • Lead, coach & develop the Events & Social Manager, your primary direct report. The role currently manages one direct report currently, with the opportunity to grow the team as business needs arise. • Manage team priorities to maximize efficiency, output, and strategic impact • Set clear performance expectations, KPIs, and development plans for team member(s) • Foster a culture of accountability, experimentation, operational excellence, and cross-functional collaboration • Serve as the primary marketing partner to Sales and Partner leadership on pipeline targets, lead quality, target accounts, and integrated GTM plays • Drive joint demand programs with the Partner team to increase sourced and influenced pipeline • Establish strong feedback loops with SDRs, AEs, and Partner Managers to continuously improve lead quality, follow-up, and conversion • Identify funnel bottlenecks across MAL → SAL → SQL and design solutions to improve velocity and performance • Partner with RevOps and IT to implement intelligent automation, scoring enhancements, and advanced attribution to scale personalization and optimize revenue impact • Be a key partner of RevOps for improving lead scoring, routing, attribution models, dashboards, and data quality • Partner with Director of Performance to report and analyze performance, delivering executive-level insights, forecasts, and action plans • Manage MAL and tier 2 budget pacing and vendors with a strong ROI mindset.