Stax·ai

• Design and implement scalable, efficient, and maintainable software solutions. • Work with product and design teams to translate business objectives into technical requirements and implementation details. • Contribute to engineering standards and process refinements. • Support and troubleshoot issues with existing systems, including incident response. • Assist with platform operations, deployments, and code reviews. • Mentor and level up engineering team members. • Research new technologies, methodologies, and trends to continuously improve our engineering practices and services. • Other duties as assigned.

• Effectively manage both internal and outsourced engineers across multiple development channels. • Proactively identify and address roadblocks, ensuring clear and transparent communication of expectations. • Lead the software development phase of the SDLC, collaborating closely with QA, product, and development leads to formulate release strategies and manage technical dependencies. • Conduct daily standup meetings with development leads and actively engage in retrospectives, taking ownership of relevant action items. • Collaborate with the product team to ensure well-documented user stories, setting up team members for success. • Define, establish, and regularly report on business-impactful metrics, encompassing sprint completion and defect rates, among others. • Suggest and implement measurable improvements to the Software Development Lifecycle.

• Lead financial planning & analysis (FP&A), including budgeting, forecasting, and long-range planning • Partner with business leaders to drive revenue growth, pricing strategies, and cost optimization across payment products • Work cross functionally within the company to develop and maintain financial models to evaluate new products, partnerships, and market opportunities • Oversee monthly, quarterly, and annual financial reporting, ensuring accuracy and timeliness • Manage the “cadence” of private equity ownership, including monthly board decks and reporting on key PE metrics like Rule 40 and EBITDA adjustments • Prepare reporting and analysis for senior management, board of directors and bank partners • Provide actionable insights on key performance metrics such as transaction volumes, take rates, interchange fees, and unit economics • Support strategic initiatives, including M&A and market expansion • Implement and enhance financial systems and planning tools, including Anaplan, NetSuite or other AI tools and technologies • Ensure compliance with regulatory and financial reporting standards relevant to the payments/fintech industry • Prepare the finance function for potential liquidity events, such as a secondary sale, by ensuring robust documentation and data room readiness • Build and lead a high-performing finance team

• Drive the acquisition of new software platforms (ISVs) • Engage and sign prospects in targeted verticals • Use a variety of methods and sales strategies/tools • Collaborate with marketing team and BDRs for outbound campaigns • Develop a pipeline that is ~3x of quota • Keep forecast and CRM data up to date

• Develop and execute account and territory plans focused on MidMarket and Enterprise merchants within Stax’s priority verticals • Identify, prospect, and engage new merchant opportunities through outbound activity, inbound demand, events, and strategic referrals • Maintain a healthy, high-quality pipeline aligned to monthly and quarterly revenue targets • Lead end-to-end sales engagements, including discovery, solution positioning, pricing strategy, demos, negotiation, and contract close • Conduct detailed merchant discovery to understand payment flows, operational complexity, vertical-specific needs, and buying criteria • Deliver compelling, value-based presentations and demonstrations tailored to executive, finance, operations, and technology stakeholders • Build and maintain strategic Account Plans with clear stakeholder maps, value hypotheses, and next steps • Build deep expertise in Stax’s platform, including payment processing, pricing models, risk considerations, and embedded payments capabilities • Understand vertical-specific workflows, software ecosystems, and payment requirements to position Stax as a strategic partner • Stay current on competitive offerings, industry trends, interchange dynamics, and evolving merchant needs • Partner closely with Implementation, Risk, Underwriting, and Customer Success teams to ensure smooth onboarding and long-term merchant success • Effectively transition closed deals through handoff while maintaining executive accountability through early lifecycle phases • Collaborate with Marketing and Sales Leadership on targeted campaigns, events, and vertical-specific initiatives • Use CRM (HubSpot) with rigor and accuracy; pipeline hygiene, forecasting, and activity tracking are core expectations • Leverage required sales tools (e.g., ZoomInfo, LinkedIn Navigator, video conferencing, etc.) to drive productivity and insight • Consistently apply Stax’s value-based selling methodology across all merchant interactions • Serve as a brand ambassador for Stax through industry events, community engagement, and thought leadership