Yoodli

Title: Staff Accountant Location: Seattle, WA (Hybrid) Job Description: Who We Are Yoodli is the AI roleplay simulator redefining how individuals and teams master communication. We're building a new category — AI Roleplays — an experiential learning platform that helps people improve through lifelike simulations powered by generative AI. Think of it as the batting cage before the big game, but for communication. Whether it's a sales pitch, manager feedback session, or media interview, Yoodli provides private, judgment-free, just-in-time coaching. Leaders at companies like Google, Databricks, Snowflake, RingCentral, Toastmasters, and BDO use Yoodli to ramp reps faster, improve message delivery, and reduce coaching burden on frontline managers. We've raised over $50M, are rapidly growing in 2025, and are headquartered at the beautiful Pier 70 in Seattle. The Role As Staff Accountant, you will be the execution engine of Yoodli's day-to-day financial operations. Working closely with the Accounting Manager, you will own core transactional accounting responsibilities — from billing and collections to payroll processing and vendor payments. This is a hands-on role for someone who takes pride in accuracy, thrives on building clean processes, and wants to grow with a fast-moving company. What You'll Do Revenue, Billing & Collections - Manage customer invoicing and ensure billing accuracy based on contracts, usage, or subscription terms. - Ensure accurate and timely billing based on contracts, usage, or subscription terms. - Track receivables and follow up proactively on overdue accounts. - Partner with Sales and Customer Success to resolve billing discrepancies and ensure smooth handoffs. Accounts Payable & Vendor Management - Process vendor invoices, expense reports, and employee reimbursements with accuracy and timeliness. - Maintain vendor records and payment schedules. - Ensure proper coding and documentation in compliance with company policies. - Manage employee reimbursements via Ramp. General Ledger & Month-End Close - Prepare standard journal entries and account reconciliations. - Maintain supporting schedules and documentation for month-end and year-end close. - Contribute to a timely and accurate close process under the direction of the Accounting Manager. You Might Be a Fit If You... - Have a bachelor's degree in Accounting, Finance, or a related field. - Have 1–3 years of accounting experience, preferably in a SaaS or startup environment. - Understand core GAAP principles and basic accounting processes. - Are proficient with QuickBooks; experience with Ramp is a plus. - Are highly organized with strong attention to detail and a bias toward action. - Communicate clearly and work comfortably with cross-functional partners. - Are excited to roll up your sleeves in a fast-paced, evolving environment and take ownership of your work. Why Yoodli - Competitive salary + meaningful equity ($80,000 – $92,000 range). - Full benefits: healthcare, dental, vision, 401k, unlimited PTO. - Hybrid schedule: 3 days in-office at our Seattle HQ (lunch included) + 2 days remote. - High-impact work with direct influence on a mission-driven company. - A humble, driven, deeply collaborative team — and a product you'll use every week.

• Manage a book of high-value, strategic customers • Own adoption, outcomes, and renewal readiness across your portfolio • Lead complex renewals • Co-drive expansion strategy in tight partnership with Account Executives • Deliver QBRs and strategic guidance to executive stakeholders • Ensure "One Account Team, One Narrative" is consistently executed across every customer touchpoint • Provide consultative guidance on strategy and best practices • Drive multithreaded relationships and engagements throughout each customer organization • Proactively identify churn risks and uncover upsell opportunities, partnering with Sales to maximize account growth • Ensure each of your customers is maximizing their value achievement through Yoodli in direct support of their business objectives

• Own and resolve the most technically complex, high-priority, and enterprise-critical tickets via email and live screen share for our growing EMEA/APAC customer base, working 3:00 AM - 12:00 PM ET • Independently investigate and diagnose ambiguous or previously unseen technical issues, applying strong root-cause analysis rather than surface-level fixes • Serve as a point of technical escalation for the rest of the support team, including reviewing tricky tickets and helping less experienced agents land on the right resolution path • Determine and implement effective solutions to complex issues, and know when a problem needs to be escalated to Engineering versus being resolved directly • Create and communicate clear, thoughtful action plans to customers, including enterprise stakeholders, in an approachable, confident manner • Partner closely with Engineering, Product, and other internal teams to escalate, track, and resolve complex or systemic issues, building strong cross-functional relationships and pushing for durable fixes • Identify patterns across tickets and proactively flag recurring or emerging issues before they become widespread • Contribute to and help maintain support documentation, internal playbooks, and troubleshooting guides so institutional knowledge doesn't live in one person's head • Mentor and coach newer support agents on troubleshooting technique, tone, and prioritization • Stay current on Yoodli's fast-moving AI platform, proactively seeking out and sharing new product knowledge with the team • Manage time effectively across competing priorities, a fast-paced ticket queue, and mentorship responsibilities

• Sit at the intersection of product, sales, and engineering - helping customers get the most out of Yoodli • Thrive in technical pre-sales conversations, guiding architecture reviews and crafting tailored solutions • Support customers through onboarding and integrations • Tackle RFPs, security reviews, or the support tickets to keep things moving • Become a trusted advocate for our users - translating their real-world needs into product insights and building scalable processes that level up the entire customer experience

• Own positioning, messaging, and storytelling: Define and evolve Yoodli's product positioning, value propositions, and messaging frameworks across buyer personas, translating complex AI capabilities into clear, benefit-led narratives. You'll set the standard for how the entire company talks about what we do and why it matters, and you'll actively steward that standard across channels and teams. • Lead go-to-market and launch execution: Partner with Product, Customer Success, and Sales to design and execute go-to-market and launch strategies for new features, solutions, and partnerships. Drives awareness, engagement, and retention across segments. You won't just execute launches, you'll design the strategy, define success metrics, and ensure the organization is aligned and equipped to win. • Champion customer and market insight: Conduct market research, customer interviews, and competitive analysis to identify trends, unmet needs, and communication pain points; map user journeys to strengthen positioning and product-market fit. • Build durable, AI-supported market knowledge: Create and maintain AI-assisted repositories of personas, objections, use cases, and competitive insights that preserve and scale institutional knowledge across teams. • Own and enable product marketing collateral end-to-end: Serve as the primary driver of product marketing collateral, working closely with the design team to create high-impact assets. Translate product features into clear creative briefs with recommended visuals, while maintaining decks, one-pagers, videos, messaging guides, and FAQs that help tell the Yoodli story across audiences. • Support experimentation and continuous feedback loops: Pair human judgment with AI-assisted drafting, iteration, and feedback to improve speed, consistency, and messaging precision.

• Own strategic partner relationships. Serve as the single accountable owner for a named book of upmarket partners. Develop deep, trusted relationships with partner leadership and become the primary commercial point of contact across the full lifecycle. • Structure and negotiate complex commercials. Lead renewals and expansion negotiations involving program fees and seat licenses. Navigate sublicense and whitelabel conversations as well as evolving business models. Partner with Legal and Finance on MSAs, program exhibits, DPAs, and bespoke commercial terms. • Drive direct expansion. Grow direct partner revenue by aligning license orders to partner program demand, identifying expansion opportunities as programs mature, and increasing license attachments across the book. • Manage a co-sell and referral motion. Run account mapping with partners to surface enterprise opportunities, evaluate and route referrals to AEs, and manage co-sell engagements where the partner has documented ongoing involvement. Own the partner-influenced pipeline number alongside a direct quota. • Enable partners as sellers. Lead post-signature onboarding and ongoing enablement. Train partner teams on how to position and sell Yoodli inside their programs, GTM-heavy and product-light. Ensure first program delivery is a measurable success. • Incubate co-marketing opportunities. Work closely with internal and external marketing teams to identify content and event marketing opportunities. • Coordinate cross-functionally. Work across AE, CSM, Support, Legal, Finance, and Product to deliver for partners. Maintain rigorous CRM hygiene and partner data quality in HubSpot.

• Build scaled enablement. Design and run one-to-many enablement: webinars, onboarding, certification paths, templates, and self-serve resources that activate partners efficiently and reduce the need for one-to-one handling. • Activate and grow partners. Drive license orders aligned to partner programs, ensure partners reach a successful first program delivery, and identify expansion as programs mature. Manage annual partner program renewals as well as deal registrations. • Go deeper selectively. With a self-selected subset of high-potential partners, run account mapping to surface enterprise opportunities, then evaluate and route referrals to AEs and support co-sell efforts. • Coordinate cross-functionally. Work across AE, CSM, Support, Marketing, and Finance to deliver for partners. Maintain rigorous CRM hygiene and partner data quality in HubSpot.

• Ensure seamless customer experiences across all stages of the customer journey • Bring strong customer relationships, maximize satisfaction, and drive growth by managing enterprise client accounts • Focus on increasing customer satisfaction, NPS, retention/product adoption, and business expansion while collaborating closely with sales, product, and leadership teams.

• Lead Technical Implementations Own post-sale onboarding with a focus on LMS, HRIS, CRM, Convo Intelligence, SSO, and web embed integrations • Configure complex workflows and reporting solutions • Serve as the technical lead in customer rollout projects • Customize and Build Content Create tailored roleplays, personas, and scorecards aligned with customer workflows • Ensure training and content are embedded and role-relevant for end users • Collaborate Across Teams Work with CSMs (adoption and training), Support (technical troubleshooting), and Sales Engineers (pre-sales and scoping) to create a seamless customer experience • Clearly delineate responsibilities with other teams to reduce overlap and ensure efficiency • Define standard operating procedures • Collaborate on better professional services pricing and packages

• Sit at the intersection of product, sales, and engineering - helping customers get the most out of Yoodli • Thrive in technical pre-sales conversations, guiding architecture reviews and crafting tailored solutions that showcase our platform’s value • Support customers through onboarding and integrations • Tackle RFPs, security reviews, and support tickets to keep things moving • Become a trusted advocate for our users - translating their real-world needs into product insights and building scalable processes that level up the entire customer experience