Puzzle 🧩🚀

• As an HCM Systems Consultant you will be the key point of contact for our clients, offering expert guidance on their Human Capital Management systems and technologies. • Collaborate with clients to understand their system needs, offer consultative support, and assist with configurations and enhancements to deliver a seamless client experience. • Build and maintain strong client relationships, acting as a trusted consultant, deeply understanding their HCM system related needs, and providing actionable solutions. • Partner with clients to assess their unique requirements and recommend the best HCM vendor that aligns with their organizational needs and goals. • Conduct consulting sessions independently and document with meeting minute summaries. • Lead the HCM vendor evaluation processes, including vendor demonstrations, feature comparisons, and consultation on contractual considerations. • Identify gaps in current HCM capabilities and recommend vendors or solutions that address these gaps effectively. • Collaborate with our clients’ and their chosen HCM vendor to facilitate and execute on a seamless data migration from legacy systems to the new HCM platform. • Design and configure the selected HCM system to align with the client’s HR processes and support their unique workforce management strategies. • Act as the primary point of contact for the client and vendor during post go-live for end-users, providing technical support and resolving issues. • Keep project plans up to date, including timelines, due-dates, and notes.

• Work closely with the development team and stakeholders to design, develop, test and maintain flexible and scalable solutions based on internal Puzzle and client needs. • Develop, maintain and performance-tune SQL server databases, write complex queries and stored procedures. • Develop, troubleshoot, debug, and optimize APIs for performance and reliability. • Collaborate with cross-functional teams to gather requirements, understand workflows, and ensure that designs meet business and technical needs. • Continuously improve API performance, scalability, and code quality through testing, monitoring, and optimization. • Write clean, efficient, and maintainable code that adheres to best practices and coding standards. • Stay current with relevant emerging technologies, frameworks, and best practices, continuously enhancing skills and applying new knowledge to improve product performance and security.

• Under the supervision of the HR Supervisor, the HR Generalist uses knowledge and skills obtained through experience and training to assist in developing, and implementing HR practices, procedures, and solutions • Works with the HR Team to support the execution of human resources plans and practices • Perform I-9 compliance and file audits • Conduct exit interviews and stay interviews • Provide open enrollment support (possible onsite) • Communication with employees to announce open enrollment • Facilitation of a meeting with the client, broker, HR team, and any other relevant internal PuzzleHR service teams • Compile EEO-1 reporting • Assist with employee onboarding support • Next level support after Employee Onboarding Associate Creation of SOP • Assist in performing internal client investigations • Maintain employee records and information in client systems • HRIS familiarity to provide recommendations for HCM projects, working directly with HCM system support • Interact directly with clients in the areas of employee relations, compensation administration, benefits, talent acquisition, and organization talent development to support lead HR initiatives • Partner with internal service teams to ensure the delivery of services accurately and efficiently • Provide input and support for HRSP projects • Participate in developing and optimizing client systems and processes • Refine knowledge of progressive HR practices and key trends • Identify areas for continuous improvement of HR services and processes • Maintain current knowledge of legal requirements as well as state and federal regulations that impact human resource functions and ensure policies, procedures, and reporting are in compliance • Participate in all department staff meetings and attend other meetings and seminars • Perform other duties and responsibilities as assigned

• Perform audits of employee tax configurations, including address-based jurisdiction assignments and tax rate validations. • Review new hire records and address changes to ensure correct tax codes are applied. • Evaluate earnings and deductions to ensure proper taxability and W-2 mapping. • Review client data to identify missing or inactive tax jurisdictions. • Manage and process tax registrations for state/local withholding, unemployment, and specialty taxes. • Track registration statuses and proactively prevent disruptions to vendor filings. • Monitor system configuration to validate ongoing compliance. • Partner with Payroll Engineers to ensure client payrolls are processed using accurate tax data. • Research tax codes, jurisdiction rules, and agency requirements as needed. • Support year-end W-2 balancing and reconciliation. • Assist with identifying and processing W-2c adjustments when needed. • Generate client-facing diagnostic reports highlighting risk areas and recommended actions.

• Conduct detailed reviews of employee-level tax data, ensuring proper jurisdiction setup. • Manage tax registrations and proactively identify tax configuration issues. • Perform audits of employee tax configurations, including address-based jurisdiction assignments and tax rate validations. • Review new hire records and address changes to ensure correct tax codes are applied. • Track registration statuses and prevent disruptions to vendor filings. • Partner with Payroll Engineers to ensure client payrolls are processed using accurate tax data. • Support year-end W-2 balancing and reconciliation.

Role Description Puzzle is redefining how companies navigate their financials. We've built modern, AI-powered accounting software that empowers accounting firms and the founders they serve with real-time, comprehensive financial insights. Our platform drafts books in real time, integrates natively with Stripe, Ramp, Mercury, Brex, Gusto, and more, and delivers AI-powered analysis that goes far beyond traditional accounting systems. We're hiring a Field Marketing Manager to build and execute Puzzle's event presence across our two core audiences: accounting firms and founders/SMBs. This is a hands-on, execution-focused role for someone who loves being in the field, builds relationships naturally, and knows how to tie every activation back to pipeline. You will own the planning and execution of field events, online and in-person, across both of Puzzle's core segments. You'll work closely with Sales and Marketing to ensure every event has clear objectives, structured follow-up, and measurable outcomes. This is not a strategy-only role. You'll be in the details — sourcing venues, coordinating with partners, managing logistics, and making sure Sales has everything they need to convert. Day-to-day work can be done remotely, but candidates based in the San Francisco Bay Area are strongly preferred. Willingness to travel for conferences and events is required. What You'll Own - Field Events — Accounting Firms - Own Puzzle's presence at key accounting conferences: Scaling New Heights, Engage, Digital CPA, and others. - Plan and execute executive dinners, peer roundtables, and firm gatherings tied to industry events. - Coordinate sponsored event opportunities — getting Puzzle in front of qualified accounting firm audiences efficiently. - Build repeatable event playbooks that Sales can activate consistently. - Field Events — Founders & SMBs - Plan and execute founder dinners, roundtables, and community meetups. - Coordinate presence at accelerator events, startup community gatherings, and VC-hosted programs. - Build relationships with accelerator and founder community operators to create ongoing event opportunities. - Partner Events - Work with Puzzle's tech stack partners — Ramp, Mercury, Brex, Stripe, Gusto, Deel, and others — to plan and execute co-branded events for both accounting firms and founders. - Coordinate joint activations, shared event sponsorships, and partner-hosted experiences. - Manage partner event relationships and ensure clear pipeline attribution from every co-branded program. - Online Events & Webinars - Plan and execute webinars and virtual events for both accounting firm and founder audiences. - Manage end-to-end: topic, speakers, promotion, logistics, and post-event follow-up. - Build a consistent virtual event calendar that keeps both audiences engaged between in-person moments. - Event Operations & ROI - Own the full event lifecycle: sourcing, logistics, vendor management, budget, and post-event Sales handoff. - Build clear Sales handoff processes — warm introductions and context, not cold leads in a spreadsheet. - Track and report on event ROI: meetings booked, pipeline influenced, attendance quality. - Continuously optimize the mix based on what's actually driving pipeline. Qualifications - 3–6 years in field marketing, event marketing, or community marketing in B2B SaaS. - Organized and execution-focused — you can manage multiple events simultaneously without dropping the ball. - Strong relationship builder — you're comfortable reaching out to partners, venues, and communities to make things happen. - Calm under pressure — events go sideways and you handle it without drama. - Comfortable working in a fast-moving, early-stage environment where you build the playbook as you go. - Based in San Francisco or Bay Area and willing to travel regularly. Nice to Have - Experience in fintech, accounting tech, or vertical SaaS. - Familiarity with the accounting firm event circuit — Scaling New Heights, Engage, Digital CPA. - Existing relationships with tech stack partners like Ramp, Mercury, Brex, or Gusto. - Experience coordinating co-branded or partner events. What Makes This Role Unique - You'll own Puzzle's entire field event motion across two high-value audiences. - Every event you run is connected to pipeline — your work shows up in revenue, not just a recap deck. - You'll build the playbook from scratch — not inherit someone else's program. - You're joining an AI company early — with real equity and real upside. - You'll work directly with some of the most recognizable fintech brands in the ecosystem. Benefits - Competitive compensation. - 100% paid employee health, dental, and vision plans. - 10 observed holidays and a flexible PTO policy so you can recharge. - $1000 home office budget to get you set up for success. - $2400 co-working budget for face time with your colleagues. - $600 learning and development budget. - 401K so you can save for your future. - And much more.

• Help define and build our quality engineering strategy across UI, API, data, and partner-facing surfaces. • Improve and extend end-to-end test coverage for high-value workflows, with an emphasis on maintainability, signal quality, and developer confidence. • Build deeper API-level validation for our GraphQL server and partner-facing REST surfaces, including contract testing, schema validation, regression coverage, and test data strategy. • Work with product engineers to choose the right level of validation for each problem: unit, integration, API, contract, end-to-end, synthetic monitoring, observability, or exploratory testing when appropriate. • Use AI and LLM-based tools thoughtfully to accelerate quality work, such as generating test cases, identifying coverage gaps, creating fixtures, analyzing failures, or building internal testing utilities. • Know when not to use AI. A script, deterministic check, schema validator, or focused test runner is often the better answer. • Help define what “done” means for features from a quality perspective, without becoming a bottleneck. • Mentor engineers on writing testable software, designing stable interfaces, and creating systems that are easier to validate. • Collaborate with engineering, product, customer success, and support to turn real customer workflows and production learnings into better automated coverage.

• Become a Product Expert: Develop deep expertise in every aspect of the platform — features, workflows, edge cases — so you can resolve issues quickly, provide authoritative guidance, and anticipate what customers need before they ask. • Provide Technical Customer Support: Be the first responder for customer questions across support channels — how-to questions, configuration guidance, integration troubleshooting, billing inquiries, and data export requests. • Build and Maintain the Knowledge Base: Turn repeated questions into help articles, document common support patterns, and keep runbooks current as the product ships new features weekly. • Write Clear, Actionable Bug Reports: Create detailed, reproducible bug reports and gather logs or screenshots that help engineers resolve problems quickly. • Test Pre-Release Features: Validate new features before they ship to catch issues early and help maintain the reliability our users count on. • Drive Issue Resolution: Serve as the bridge between Customer Success and Engineering — closing the loop on high-priority incidents and making sure the right teams have the right context. • Surface Product Signal: Tag issues by theme, spot emerging patterns, and ensure what you're hearing from customers reaches the teams building the product.

• Own the Full Implementation Lifecycle: Lead customer implementations from kickoff through go-live — managing timelines, aligning stakeholders, and ensuring every customer launches successfully on Puzzle. • Configure the Platform to Customer Needs: Translate each firm’s accounting workflows into Puzzle — chart of accounts setup, reporting structures, close processes, and operational requirements — so the platform works exactly the way they need it to. • Manage Data Migration: Own the migration of customer financial data from source systems (ERP, GL, spreadsheets), validate accuracy, and lead testing and reconciliation to ensure nothing is lost in translation. • Lead Testing and Go-Live Validation: Verify that financial workflows, reporting outputs, and system configurations reconcile accurately before handing customers over to the Customer Success team. • Be the Primary Customer Contact: Guide customers through onboarding, training, and change management — providing clear, consistent communication and building trust at every stage of the process. • Identify and Resolve Risks Early: Spot issues across data, processes, or timelines before they become blockers, and partner with Product and Engineering to drive resolution quickly. • Improve the Playbook: Develop and maintain implementation best practices and documentation as we scale, making each implementation better than the last.

• Own strategy and execution across field events, community programs, social media, and ecosystem relationships • Launch and scale structured community programs for both accounting leaders and startup operators • Own and grow Puzzle's social presence across LinkedIn and X • Define and own success metrics across every program: meetings booked, pipeline sourced and influenced, event ROI, community engagement • Collaborate with native integration partners on shared field initiatives for both firms and founders