Shift Markets

• Own end-to-end bookkeeping and accounting processes across several legal entities • Execute daily financial operations, including journal entries, reconciliations, and general ledger management in QuickBooks Online. • Manage accounts payable workflows, including invoices, payments, adjustments, and vendor communications. • Support and execute monthly close processes with a focus on accuracy and timeliness. • Produce ad hoc financial reports to support internal stakeholders and leadership decisions. • Identify discrepancies and proactively resolve reporting and reconciliation issues. • Partner closely with the VP of Accounting to address existing reporting challenges and improve financial processes. • Contribute to improving accounting workflows, reducing manual effort, and increasing reporting clarity. • Leverage AI tools and automation to improve efficiency, accuracy, and scalability of accounting processes. • Maintain clear, consistent communication on deliverables, risks, and timelines.

• Build and maintain backend services using Node.js and TypeScript • Design and implement APIs, services, and core platform functionality • Take ownership of features, from ideation through implementation and iteration • Leverage AI coding tools to accelerate feature development and improve code quality • Assist with debugging and refactoring • Design and operate agent-assisted development workflows • Work with emerging frameworks like OpenClaw to orchestrate development workflows • Contribute to engineering and product strategy, especially around AI-assisted development and automation • Collaborate with stakeholders to drive product outcomes independently

• Process and reconcile client deposits and withdrawals • Prepare daily and weekly cash flow reports • Track and analyze financial operations performance • Ensure accurate balance tracking and communicate updates with global teams • Draft monthly and quarterly transaction projections and actively discuss them with management • Support treasury duties and internal controls

• Own end-to-end processing of client deposits and withdrawals, ensuring SLA adherence and robust controls. • Lead daily cash management across multiple PSPs, banks, and currencies; optimize liquidity and funding transfers. • Build, automate, and review daily/weekly cash-flow, reconciliation, and P&L variance reports; surface insights and KPIs to management. • Oversee reconciliations of client funds, trading platforms, and ledger balances; investigate and resolve breaks and exceptions. • Maintain accurate balance tracking and coordinate with regional/global teams for handoffs and issue escalation. • Develop monthly and quarterly transaction forecasts; present analysis and recommendations to leadership. • Perform and enhance treasury workflows (sweeps, FX conversions, funding, fees), documenting procedures and controls. • Partner with Compliance/Finance on audits, payment risk monitoring, and financial controls; contribute to policy and SOP updates. • Drive operational excellence projects (tooling, workflow automation, vendor/process evaluations) to reduce risk and cycle times. • Mentor junior team members; provide quality review and serve as point of contact for complex operational cases.

• Build & Scale Backend and Platform Systems • Design and build backend services and platform components using TypeScript, Python, or similar • Work on systems that support data processing, automation, and product scalability • Contribute to event-driven architectures and distributed systems • Build and improve ETL pipelines and data workflows • Help optimize performance, reliability, and scalability of data systems • Build and maintain infrastructure using Amazon CDK, Terraform, or CDKTF Typescript • Create reusable infrastructure patterns and improve existing codebases • Collaborate with developers and architects to improve system design • Help scale systems as product usage grows

• Drive new business acquisition through targeted outbound outreach and the conversion of qualified inbound leads • Leverage existing industry relationships to create new opportunities and expand Shift Markets’ client network • Manage the full sales cycle - from prospecting and needs assessment to negotiation and closing high-value contracts • Present Shift Markets’ full suite of products and services, tailoring solutions to client needs in both crypto, TradFi, and FX markets • Build a strong pipeline across institutional, broker, and exchange clients, maintaining accurate forecasts in the CRM • Represent Shift Markets at key industry events, conferences, and networking forums to strengthen relationships and generate leads • Partner with marketing, product, and operations teams to ensure smooth client onboarding and post-sale support • Stay ahead of market trends, competitor offerings, and regulatory developments to position Shift Markets as a trusted partner

• Manage deposits, withdrawals, reconciliations, and reporting • Ensure smooth communication with regional teams • Maintain high operational standards • Process and reconcile client deposits and withdrawals • Prepare daily and weekly cash flow reports • Track and analyze financial operations performance • Ensure accurate balance tracking and communicate updates with global teams • Draft monthly and quarterly transaction projections and actively discuss them with management • Support treasury duties and internal controls

• Build & Scale Backend and Platform Systems • Design and build backend services and platform components using TypeScript, Python, or similar • Work on systems that support data processing, automation, and product scalability • Contribute to event-driven architectures and distributed systems • Build and improve ETL pipelines and data workflows • Help optimize performance, reliability, and scalability of data systems • Build and maintain infrastructure using Amazon CDK, Terraform, or CDKTF Typescript • Create reusable infrastructure patterns and improve existing codebases • Collaborate with developers and architects to improve system design

• Research and identify market opportunities for liquidity services, including exchanges, brokers, and institutional clients. • Sell Shift Markets’ liquidity solutions, including pricing and connectivity to liquidity providers, as part of a broader exchange technology offering. • Engage with market makers, liquidity providers, and institutional counterparties to structure viable liquidity setups. • Pitch tailored solutions to clients, explaining trading mechanics, pricing models, and what will or will not work for their business. • Build and manage a pipeline of opportunities, from early-stage conversations through to contracts and live trading. • Work closely with internal stakeholders, including the VP of Sales, CEO, and Head of Trading, to design and refine liquidity offerings. • Attend industry conferences, networking events, and meetings to build long-term relationships and expand market presence. • Take ownership of the first 6–12 months of buildout, balancing sales execution with strategic development of the liquidity product.

• Own Shift’s paid acquisition channels across Google Ads and LinkedIn Ads, optimizing budgets, targeting, and creative. • Build and improve full-funnel performance: ad → landing page → form → CRM → email → sales. • Manage and refine automation systems using Zapier and CRM workflows (Zoho; experience with HubSpot/Salesforce is transferable). • Maintain marketing and attribution dashboards, tracking channel performance, CAC, conversion quality, and funnel velocity. • Improve lead scoring, audience segmentation, retargeting, and nurturing flows. • Collaborate with the Content & Social Media Marketer to ensure assets support conversion goals. • Partner with Sales to ensure clean CRM hygiene, lead labeling, and better downstream lead progression. • Contribute to quarterly marketing planning and new campaign ideation. • Apply AI tools creatively for research, segmentation, analysis, and efficiency.