Prokeep

• Own and manage the full-cycle general ledger, including journal entries, reconciliations, and accruals • Support timely and accurate monthly, quarterly, and annual close process, by owning key aspects of the process within the closing checklist • Support, then grow to own own, subscription,billing and collection process • Maintain and reconcile balance sheet accounts, identifying and resolving discrepancies • Manage revenue recognition in compliance with ASC 606, including deferred revenue schedules • Administer and optimize NetSuite ERP workflows, including reporting, saved searches, and system integrations • Assist in the preparation of financial statements and management reporting packages • Support internal and external audits by preparing schedules and providing documentation • Partner with FP&A, billing, and operations teams to ensure accurate and complete financial data • Identify and implement process improvements to increase efficiency and scalability

• Partner with customers to define project scope, objectives, and deliverables, using milestones as the primary framework for guiding completion rather than fixed timelines. • Own onboarding project execution end-to-end, driving scalable, high-impact onboarding that accelerates Time to First Value (TTFV), early product adoption, tracking progress, resolving issues, and managing changes to scope and schedule through successful customer handoff. • Coordinate across Sales, Customer Success, Engineering and other internal teams to maintain alignment and move onboarding projects forward at every stage. • Using AI is a core part of how you work. You can point to the tools you use, how your approach has evolved, and where it has made your work faster, sharper, or more consistent, and you know when and how to apply it well. • Own the successful deployment of Prokeep's products, including our new Order Automation product, by coordinating with internal and external stakeholders around customer requirements, onboarding milestones, and activation outcomes. • Manage the end-to-end onboarding process for new clients, ensuring a seamless handoff from Sales to Onboarding and into Customer Success. • Develop and maintain onboarding plans, project timelines, and deliverables with clearly defined milestones and measures of success, including contingency plans to address risks before they impact project completion. • Facilitate end-to-end training for customers during onboarding, including planning and delivering remote training sessions, developing and maintaining training materials, and ensuring customers are fully equipped to use Prokeep before project completion. • Conduct regular project meetings with customers and internal stakeholders, such as project kickoff and status reviews, serving as the primary point of contact throughout the onboarding process. • Ensure location and user activation during onboarding, treating activation milestones as a primary measure of onboarding success alongside project completion. • Collaborate closely with Sales, Technical Account Managers, Customer Success, and Product throughout onboarding, and manage a structured handoff at close, ensuring account status, open items, and key context are documented in Planhat and HubSpot before transition.

• Lead and mentor a team of engineers, responsible for their output, technical decisions, career development, and priorities. • Be a thoughtful technical voice and support your team in making diligent architectural decisions. • Work closely with other engineering leaders, product management, design, and customer success to deliver against the roadmap. • Act as a real-time product manager for in-flight work — clarifying requirements, removing ambiguity, and making scoping decisions to keep the team moving. Own team execution end-to-end — from planning and prioritization through delivery, ensuring commitments are met and blockers are resolved quickly. • Own support escalations and work closely with customer success to triage, prioritize, and resolve production issues efficiently. • Responsible for the on-time, high quality features developed by the team, using scope and creative problem-solving to find the best paths to delivery. • Own testing results and quality gates, partnering with DevOps to maintain and improve build pipelines and CI/CD processes. Drive a culture of code quality, testing, and engineering best practices across the team. • Continuously measure and improve against the team's KPIs, ensuring the team doesn't simply deliver, but grows. • Own the team's delivery health — tracking cycle time, WIP, and velocity to identify bottlenecks and drive continuous improvement. • Participate in hiring, onboarding, and building out the engineering team as Prokeep scales. • Conduct regular 1:1s, performance reviews, and career development conversations with direct reports.

• Own the strategy and roadmap for your product area • Set and hold a high operating tempo • Lead discovery and validation • Partner cross-functionally with Engineering, Design, Sales, and Customer Success • Set clear success metrics and use data to inform decisions • Drive go-to-market readiness • Anticipate market shifts and identify new opportunities • Leverage AI tools and insights to enhance customer workflows • Communicate with clarity and influence

• Own and evolve Prokeep's design system and UX vision — building reusable components and governing design standards that make the entire product team faster, not just your own work cleaner. • Think and design at the systems level — ensuring that individual design decisions connect to broader product architecture and scale without accumulating complexity customers have to absorb. • Drive discovery before design — initiate research yourself rather than waiting for it. Conduct customer interviews, usability testing, and direct user conversations to understand real workflows before designing solutions for them. • Connect design decisions to business outcomes — use product analytics, usage patterns, and behavioral data to identify opportunities, measure impact, and make the case for prioritization in terms the business understands. • Implement information architecture improvements as the product grows, maintaining the simplicity customers depend on. • Partner with the PM and Engineering teams as a cross-functional peer — not a handoff station. Communicate design intent clearly, make tradeoff calls with confidence, and keep teams moving rather than waiting on you. • Design, prototype, and validate solutions using AI-powered tools (Figma, Figma Make, Magic Patterns, and others) — using AI to move faster on production work so your time goes toward problems that require real judgment. • Drive iterative, low-disruption UX improvements that continuously raise the quality of the product experience. • Act as a strong user advocate, influencing product decisions and priorities — and backing that advocacy with data and research, not just instinct. • Clearly communicate design rationale and build stakeholder alignment across product, engineering, and leadership.

• Lead, coach, and develop a team of outbound Account Executives selling to SMB and mid-market distribution companies across building materials, HVAC, electrical, and adjacent verticals • Own new logo quota attainment and win rate by segment; driving the team from pipeline generation through close with urgency and consistency • Deploy and refine a structured discovery framework that resonates with non-tech-native buyers, and build it into a replicable playbook with talk tracks, qualification criteria, and objection handling • Run weekly deal reviews and loss debriefs that generate actionable intelligence for the broader sales motion, not just forecast updates • Establish and enforce CRM hygiene standards in HubSpot — ensuring pipeline data is reliable enough to coach from and forecast with confidence • Recruit, onboard, and develop high-performing AEs, building a team and bench that scales sustainably toward $40M ARR • Partner with the SVP of Sales on territory design, headcount planning, and segment strategy as the business grows • Collaborate with Marketing and Partnerships on demand generation and inbound routing, holding yourself accountable to conversion, not just pipeline volume

About Us Prokeep is an Order Engine on a mission to empower distributors to win by turning every customer interaction into an order opportunity. Trusted by 8,000+ distributor locations and 40,000+ users, Prokeep makes it easy for over 3 million contractors, technicians, plumbers, electricians, mechanics, and other skilled professionals to order parts, troubleshoot issues, and generally, get what they need and get on with their day. Built for the $100+ billion distribution market, Prokeep eliminates missed opportunities caused by busy phone lines, scattered customer data, and passive sales habits. By centralizing communication and enabling proactive outreach, we help teams take more orders from any channel and get more orders by driving demand—fueling growth, stronger relationships, and greater impact across the supply chain. Having recently secured a $25M Series A investment, we’re poised for rapid growth and innovation. If you're passionate about tackling complex challenges in a collaborative, fast-paced environment while contributing to an often-overlooked yet vital sector of the economy, we’d love to have you on board. Let’s shape the future together—one order at a time! Prokeep Values Build Together. – Collaboration, camaraderie, and customer-focus are core to how we collectively work and win. Own It. – Persistence and personal growth drive the results - and the rewards! - that we can all enjoy. Be Humble. Be Human. – Respect and authenticity allow us to build meaningful and lasting relationships. Have Fun! – Positivity, perseverance, and a bit of laughter all allow us to make an impact while enjoying the rollercoaster! Your MIssion Hunt and secure our largest partnerships. Reporting to the VP of Sales, the Enterprise Account Executive will drive new revenue by optimizing our sales funnel using outbound strategies and tactics while also capturing qualified inbounds. Winning today started this morning as you directly engage with prospects to position Prokeep as their go to communication platform. Land and Expand is not a dirty word, it is a path to success we know well! You know you are only as successful as the people around you, so you work hard to build a collaborative and high performing pipeline. To increase your success now and in the future, you will work closely with marketing and sales leaders to dive in with what we know works, PLUS run your own experiments because what works today, could always be improved tomorrow. Primary Responsibilities The focus will be on hunting and acquiring our largest partnerships by building and managing a list of target accounts, starting conversations, navigating organizations, scoping projects, negotiating and securing commitments, and helping our Product Team prioritize these will take us to the next level, together! - Build and manage a territory plan for our largest partnership opportunities - Navigate the entire sales journey by introducing and demonstrating our value proposition, creating excitement and enthusiasm, and culminating with securing partnership - Negotiate contracts and maximize product value - Accurately forecast revenue and consistently hit quarterly targets by closing new business - Build and execute professional services contracts to accelerate bringing new features to market - Work with the Account Management Team to facilitate a seamless transition to the post sales process - Travel to conferences and conduct prospect visits - Collaborate with Operations, Customer Success, Support teams to maintain a seamless client experience - Maintain a dialogue with the Product team to keep Prokeep’s product offering competitive - Travel requirement 25% Qualifications (About You) - Required: 3+ years in a quota carrying role with proven success selling SaaS products to Large Enterprise Organizations - Experience selling and navigating multiple stakeholders at all levels of the organization, including Operations, IT, Sales, VP, and the C-suite. - You are Stubborn and Tactfully Aggressive. In a healthy productive startup way! - Insatiable hunger to deliver value to customers and internally within our organization - Nice to have 1+ years experience with SaaS tech startups, rapidly scaling revenue while managing the resource constraints of a startup environment - Ability to learn new technologies quickly; ideally familiar with SaaS application requirements. - Expert level pipeline management with a commitment to process and data - Superior communications skills (presentation, written, and verbal) and demonstrated ability to communicate/present effectively - Proven ability to work well under pressure in a fast paced environment - Creative thinker with the ability to troubleshoot issues quickly and effectively Why Prokeep? At Prokeep, we offer a dynamic, passionate, and collaborative work environment where innovation thrives. Here’s what you can expect: Competitive Compensation:Reflecting your expertise and impact. Equity Package: Your success is our success—share in the growth you’ll help create. Comprehensive Benefits: Health, dental, vision, life, short & long-term disability, 401(k), and employee assistance program (EAP). Flexible PTO: Recharge and refocus with the flexibility to manage your time with no preset limits Continuous Growth: Yearly education stipend to support your professional development.

• Own the Full Cycle: Manage the entire sales process from initial cold outreach to signature. • Master the 120-Day Cycle: Maintain a rigorous follow-up cadence and deal milestones to ensure consistent monthly and quarterly closings. • Target High-Value Distributors: Execute a territory plan focused on penetrating mid-sized organizations with multiple locations. • Build Your Own Engine: Generate 70+% of your own pipeline through targeted outbound prospecting, supplemented by qualified inbound leads. • Multi-thread Early: Identify and engage 3–5 key stakeholders across Operations, IT, and Executive leadership within the first 30 days of a deal. • Sell Value, Not Features: Lead discovery sessions that tie Prokeep’s "Order Engine" to measurable ROI and operational efficiency for the customer. • Run Tight Evaluations: Execute tailored demonstrations that address specific workflow pain points, driving urgency without a "wait-and-see" mentality. • Pipeline Hygiene: Maintain an accurate, real-time forecast and a clean CRM; we value data-driven sellers who know their conversion ratios. • Collaborative Closing: Partner with Implementation and Customer Success to ensure a seamless handoff, keeping the "human" element of our values front and center. • Feedback Loop: Act as the "eyes and ears" on the ground, providing the Product team with insights on market trends and competitive landscape. • Travel up to 25% for prospect meetings and industry events

• Partner with SVP of Sales to co-own Net Revenue Retention (NRR) with a target above 120%, driven by strategic cross-sell and upsell of Order Engine across customer tiers • Protect Gross Revenue Retention (GRR) by identifying churn risks early, particularly among long-standing enterprise customers navigating the communication-to-order-engine transition • Partner with the Account Management team on renewals and commercial account strategy; own the renewal forecast and its accuracy • Maintain best in class churn metrics through proactive risk management, enablement motions, and health monitoring • Develop and execute the change management playbook to migrate existing customers from a "communication" mindset to an "order engine" mindset • Train and equip the CS team to act as workflow consultants who can confidently articulate how AI-powered Order Engine workflows increase a distributor's bottom line • Define and relentlessly track KPIs focused on order engine usage: quote volume, order volume, conversion rates, thread activity, and customer health signals across the full lifecycle • Ensure customer feedback reaches Product in a structured, prioritized way and close the loop on the most critical roadmap items • Build a tiered success model: tech-touch for our smallest accounts, high-touch for mid-market, enterprise and strategic accounts, that scales cost-effectively as the customer base grows • Standardize onboarding, QBRs, and renewal motions so the customer experience is consistent, predictable, and measurable • Leverage the CS tech stack (HubSpot, Planhat, product data) to build early warning systems for churn and surface expansion opportunities • Identify and automate high-frequency, lower-complexity workflows to give the team capacity for higher-value customer work • Recruit, develop, and retain CSMs, CSRs, implementation specialists and technical account representatives with experience enabling complex, workflow-integrated software at both the account and user level • Align tightly with Sales (new logo and existing) on commercial strategy, expansion opportunities, and retention • Partner with Product on roadmap prioritization, launches, and CAB leadership • Collaborate with Marketing on customer advocacy programs, success stories, webinars, and customer-facing content • Customer Success Managers, Technical Account Managers, Implementation, and Support teams • A culture built on customer advocacy, operational excellence, creative problem-solving, and accountability • Goals, metrics, and reporting frameworks that drive clarity and performance across all teams.

About Us Prokeep is an Order Engine on a mission to empower distributors to win by turning every customer interaction into an order opportunity. Trusted by 8,000+ distributor locations and 40,000+ users, Prokeep makes it easy for over 3 million contractors, technicians, plumbers, electricians, mechanics, and other skilled professionals to order parts, troubleshoot issues, and generally, get what they need and get on with their day. Built for the $100+ billion distribution market, Prokeep eliminates missed opportunities caused by busy phone lines, scattered customer data, and passive sales habits. By centralizing communication and enabling proactive outreach, we help teams take more orders from any channel and get more orders by driving demand—fueling growth, stronger relationships, and greater impact across the supply chain. Having recently secured a $25M Series A investment, we’re poised for rapid growth and innovation. If you're passionate about tackling complex challenges in a collaborative, fast-paced environment while contributing to an often-overlooked yet vital sector of the economy, we’d love to have you on board. Let’s shape the future together—one order at a time! Prokeep Values Build Together. – Collaboration, camaraderie, and customer-focus are core to how we collectively work and win. Own It. – Persistence and personal growth drive the results - and the rewards! - that we can all enjoy. Be Humble. Be Human. – Respect and authenticity allow us to build meaningful and lasting relationships. Have Fun! – Positivity, perseverance, and a bit of laughter all allow us to make an impact while enjoying the rollercoaster! Your Mission As a Sr. Fullstack Engineer you will be responsible for working with the engineering team to develop the future of Prokeep as an application. This is a key role on our team and we are seeking an individual who has a passion to create real change in our customer facing product. Responsibilities - Collaborate with other members of the Engineering and Product teams to develop new user-facing features. - Work with product managers, designers, and customer success to understand customer needs, user experiences, provide insights and promote best practices. - Design, code, test, debug, and document new and existing components to ensure that software meets business, quality, and operational needs. - Ensure high standards and software reliability in user-experience and code quality. - Strong mentoring, coaching, and leadership experience. Drive and participate in code reviews, best practices, architecture reviews, and document reviews. - Run toward fires to help the team succeed. - Maintain and advance deep technical skills and knowledge, keeping up to date with market trends and competitive insights. Apply deep technical expertise to resolve challenging programming and design problems. - Understand overall technical requirements, priorities and success measures to design system architecture and implementation paths. - Contribute to the design and architecture of features to enable secure, scalable and maintainable software. Interpret and translate business needs to technical requirements and accurate estimates. - Work with product managers, stakeholders, designers, and customer success to understand customer needs, user experiences, provide insights and promote best practices. - Create a track record of delivery, trust and collaboration, resolving conflicts and blockers with creative problem-solving and ensuring follow through with exceptional verbal and written communication skills. - Remember to have some fun along the way and enjoy the journey! Qualifications - 5+ years working hands-on with functional languages on full-stack SaaS applications, ideally a majority of them in Elixir and JavaScript/React - Bachelors, Masters, or foreign equivalent in Computer Science or a related field. Or equivalent experience. - Experience with React and Python is a plus - Working knowledge of AWS platform - Proven technical leadership and mentoring experience - Strong practical experience building and using scalable and testable RESTful web services, GraphQL, and microservices in a SaaS environment - Experience working in a geographically distributed team - Desire to collaborate with other developers and ability to communicate over various channels (email, phone, Slack, Google Hangouts, etc.) - Ability to work independently and have extreme attention to detail Why Prokeep? At Prokeep, we offer a dynamic, passionate, and collaborative work environment where innovation thrives. Here’s what you can expect: Competitive Compensation:Reflecting your expertise and impact. Equity Package: Your success is our success—share in the growth you’ll help create. Comprehensive Benefits: Health, dental, vision, life, short & long-term disability, 401(k), and employee assistance program (EAP). Flexible PTO: Recharge and refocus with the flexibility to manage your time with no preset limits Continuous Growth: Yearly education stipend to support your professional development.