This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description In this role, you will be responsible for onboarding all new restaurant customers to the Sauce platform, ensuring a successful and efficient setup. You will work with restaurant customers to make sure strong processes are built out and implemented early on. You'll work very closely with the Sales & Customer Success teams that are in the field and often need help on the spot with our biggest restaurant customers to ensure their onboarding experience goes smoothly as well. As you grow in this role, you’ll be proactively reaching out to restaurant owners throughout their onboarding cycle, helping them learn about and understand the software and platform, setting expectations early and often, and most importantly, working to help them receive more and more orders! You'll report directly to the Onboarding Team Lead. During your shift, you'll work mainly on Hubspot, Slack, the Sauce Dashboard, and Google My Business (GMB) & Reserve by Google. Communication & attendance are super important in this role! Shift available: Monday-Friday, 9 Hour Shift (8 Hours + 1 Hour Lunch) 10AM - 7PM EST What You’ll Do: - Proactively reach out to restaurant customers to get them live on the Sauce platform using the onboarding checklist - Stay connected and be in the know with your customers to anticipate their needs as they happen - Stay and work in an organized manner to help stay on top of issues that arise - Receive and assist live help requests from Customer Success and/or Sales - Upload links on different platforms like Wordpress, Go Daddy, Square, etc - Communicate constantly with Customer Success and/or Sales to remain in the know of who they are working with and who may be coming on board soon - Daily Google support - Stay organized with your Hubspot Onboarding (OB) ticket board Qualifications - Strong B2B communication skills - Confident speaking with other business owners or leaders - Some sales experience preferred - English-speaking; bilingual (English + Spanish) is a plus - Hard worker, quick learner, and organized - Ability to work quickly and efficiently - Previous experience working with restaurant industry owners and managers is a big plus - Experience working on Hubspot, Aircall, and/or Slack is a big plus Requirements - Private working space with a steady internet connection - Computer or laptop - Keyboard and mouse, working webcam, and headset with a microphone - Primary 24” computer monitor - Additional 24” computer monitor (preferred) Benefits - Strong & Competitive Compensation Package - Flexible Work Environment - 5 Days Paid Sick Days - 15 Paid Personal/Vacation Days

Who Are We Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market. With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 125+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees. The Opportunity We're looking for a talented and driven Associate Director to provide day-to-day support to our client success team. The candidate plays a critical support role in assisting the Head of Client Success, managing operations, executing strategy, and driving performance. This position helps guide daily workflow, projects, and data and quality analysis while aligning activities with organizational objectives. The candidate must demonstrate strong communication, analytical thinking, business acumen, and commitment to the organization's vision. What You’ll Do - Work closely with the client success team on the analysis and resolution of client inquiries related to Derivative Path platform usage and client business processes. - Serve as a first response contact for client and internal operations-related inquiries. - Collaborate with development and product teams to resolve client-related technical issues, contributing to setting up business specifications. - Develop knowledge base documentation related to Derivative Path platforms and procedures. - Implement operational efficiency improvements. - Contribute to projects integrating the derivative portfolios and business processes of clients into Derivative Path platforms. - Develop and maintain internal reporting and dashboards to track client success metrics, operational performance, and service trends, supporting data-driven decision-making - Motivate team, develop personnel, and help deliver. Qualifications - 5+ years of relevant professional experience in finance, fintech, or capital markets. - Background in finance or accounting, with a strong emphasis on capital markets and derivatives, including knowledge of derivative products, trade structures, and trade lifecycle concepts. - Strong analytical and problem-solving skills, with exceptional attention to detail when working with financial data. - High level of comfort working with data-driven tools, platforms, and reporting systems to analyze and resolve issues. - Ability to quickly learn and adapt to new technologies, financial platforms, and evolving workflows. - Excellent written and verbal communication skills, including the ability to explain complex financial or technical concepts to diverse audiences. - Proven ability to work independently, manage multiple priorities, and execute with urgency in a fast-paced, client-facing environment. - Strong collaborative mindset, with the ability to work effectively across Client Success, Product, Engineering, and Operations teams. - Team-oriented approach with a commitment to organizational objectives and long-term client success - Prior experience in client relationship management or client-facing roles (preferred). Location - NYC | Walnut Creek, CA | Remote (U.S) Benefits - Base salary, equity, and annual bonus as part of the compensation package - 40 hours of sick leave - 18 days of PTO - Paid parental leave - 401K contribution at 3% - Competitive health benefits including HSA & FSA options, life insurance, and short-term disability The expected salary for this position is $120,000 - $140,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay. ------------------------------------------------------------------------------------------------------------------------------------------- Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan contribution, and a generous paid time off policy.

It's a new day with a new opportunity at 8am! About the role: The Sr. Manager, Customer Onboarding provides amazing service that makes our customers love us. The best candidates are great customer relationship builders. This leadership role ensures a successful onboarding for new customers as they transition from previous practice management software to the 8am software platform. This is the most important phase of the customer lifecycle, and the Senior Manager of Customer Onboarding is responsible for establishing the solid foundation that drives customers’ future success. This position leads a team of Onboarding Managers, and works with Sales, Product, Engineering, and other teams to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly and become daily users of the 8am platform and value-added services. This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks. Successful candidates have a passion for leading and helping others, operational agility, and a blend of technical and interpersonal skills. About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: - Own the Onboarding KPI framework, aligning performance to customer retention, time-to-value, and long-term success outcomes. Standardize and scale the onboarding experience through clear processes, CRM data integrity, SLAs, and operational best practices. - Serve as the strategic voice of the customer journey, partnering cross-functionally with Sales, Product, Engineering, and Operations to drive alignment and continuous improvement. - Lead team development through structured training, mentorship, product mastery, and coaching to ensure high-quality service delivery. - Oversee escalations and executive-level communications for complex or high-priority accounts, mitigating risk and protecting customer relationships. - Champion a high-performance, values-driven culture while driving initiatives that improve efficiency, adoption, and customer advocacy. About you: - 5+ years of leadership experience in customer onboarding, implementation, client success, or related post-sales functions BA/BS/BE degree required - Proven ability to lead, influence, and drive change in cross-functional, fast-paced environments - Exceptional customer relationship-building and communication skills (written and verbal) - Strong analytical and problem-solving capabilities with sound judgment Highly organized with strong prioritization skills and consistent follow-through - Passion for team development with a balance of operational, technical, and interpersonal strengths - SaaS experience required; legal industry experience preferred - Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation. Nice to have: - Commercial mindset grounded in customer value - Highly organized with excellent prioritization - Experience with AI, automation, and delivering at scale - Thrives in a fast-paced environment Additional Information The annual salary range for this position is $108,000 to $160,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Here’s how we support our 8Team: - Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees. - Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members. - Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents. - Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching. - Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development. - Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually). - Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform. At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.

At EverCommerce [Nasdaq: EVCM], we are on a mission to digitally transform the service economy with tailored, end-to-end SaaS solutions that simplify and empower the lives of our 725,000+ customers. As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Wellness industries. We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://careers.evercommerce.com/us/en We are looking for a Payments Activation Specialist, with experience in onboarding customers to new SaaS solutions, to join our EverCommerce Payments team to support our Invoice Simple and Joist product lines. In this role, you will train small business owners on our SaaS payments features. You will be responsible for high-volume outreach to drive early product adoption, with a focus on activating new customers, and growing processing volume. Responsibilities: - Rapidly engage merchants through high-volume outbound calls to drive early payments adoption. - Develop strong working knowledge of our payments platform and workflows to educate and guide our customers on features to collect online payments. - Deliver concise, action-oriented activation conversations focused on enabling merchants to process payments immediately, including key topics such as rates, funding timelines, refunds, chargebacks, and deposits. - Execute short, efficient calls to troubleshoot blockers, confirm readiness, and move merchants to their first successful transaction. - Proactively follow up with merchants using a high-touch, high-cadence outreach approach (calls, emails, automated nudges) to ensure payments are processed without delay. - Activate new users by walking them through their first live transaction end-to-end, from initiation to deposit confirmation, reinforcing confidence in the payments experience. - Capture common merchant objections, questions, and friction points, and relay actionable feedback to Product and Operations to improve speed, usability, and conversion. Skills and Experience needed for success in this role: - 1 – 2 years in business-to-business Sales, Business Development, or Customer Success. - Bilingual in English and Spanish required. Ability to influence behavior and apply a consultative approach to customer service. - Organized, detail-oriented, capable of managing a pipeline and prioritizing outreach. - Reliable, strong work ethic and ability to follow our process rigorously, methodically, and independently. - Excellent interpersonal and telephone sales skills are required. - Ability to multitask, take direction, and execute with precision. - Must be a confident, adaptable, self-starter who thrives in an empowered, fast-paced environment. - Previous payment processing/ API related experience a plus. Where: The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States – if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America. Benefits and Perks: - Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid - Continued investment in your professional development - Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend. - 401k with up to a 4% match and immediate vesting - Flexible and generous (FTO) time-off - Employee Stock Purchase Program Compensation: The on-target earnings compensation (base + commissions) for this position is $60,000 to $70,000 USD per year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above. EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!