• Partner with the Sales and Philanthropy teams to create, update, and manage customer invoices. • Manage customer collections and serve as the primary point of contact for billing and payment inquiries. • Collect, review, and record transaction-level cash activity from multiple sources, including bank accounts, Stripe, PayPal, and donation platforms, and post activity in the accounting system. • Prepare and record cash-related accruals for processed transactions that have not yet been deposited. • Maintain alignment between the CRM (Salesforce), accounting system (Intacct), and bank activity, and collaborate with the Sales and Philanthropy Teams to resolve discrepancies. • Monitor payment processors and investigate and resolve processing, settlement, or reconciliation issues. • Manage month-end close activities related to cash receipts and accounts receivable, including reconciliation to bank statements and CRM data. • Prepare cash and receivables reports and audit support schedules (PBCs). • Contribute to process documentation, cross-team support, and ad hoc finance projects as needed.

Convoso is a leading AI-powered contact center platform purpose-built for revenue teams. Since 2006, Convoso has remained at the forefront of innovation, consistently developing solutions to drive customer growth while supporting adherence to regulatory standards. Who We Are: While headquartered in Los Angeles, the Convoso team can be found around the globe working in either a hybrid or remote capacity. Awarded as a "best place to work" company, our culture fosters team integrity, positive persistence, and continuous growth. Our core platform powers successful sales teams across multiple industries, giving our customers a competitive edge and streamlined productivity. With built-in Al and automations, our product is a premium offering in a competitive space. We continue to grow our product capabilities to better serve our current customers and to expand into newer markets. Convoso is looking for people who are excited about technology and innovation. We are a company of motivated team players with diverse backgrounds driving accelerated growth in a supportive, positive culture. About the Role Convoso is scaling its go-to-market organization and building a more disciplined, data-driven revenue engine to support predictable growth, retention, and expansion. The Sr. Director, Revenue Operations & Business Analytics will play a critical role in designing, operating, and continuously improving the systems, processes, and insights that power revenue performance across Marketing, Sales, Customer Success, Product, and Finance. This role sits at the intersection of RevOps execution, GTM strategy, and business analytics. It is a senior, hands-on leadership role responsible for owning revenue data and truth, improving forecast and pipeline predictability, and establishing the operating cadence that enables the business to scale with clarity and confidence. This is not a passive reporting role. The Sr. Director is expected to actively diagnose problems, drive change, and partner closely with functional leaders to improve execution quality across the full customer lifecycle. Key Responsibilities 1. Build & Run a Predictable Revenue Engine Design and operate the core GTM processes, metrics, and rhythms that drive predictable bookings, retention, and expansion Own pipeline health, forecast accuracy, and stage consistency across the funnel Improve conversion rates, stage velocity, and execution discipline through data-driven insights Lead revenue forecasting, scenario planning, and performance analysis 2. Align GTM Teams Around One Operating System Ensure Marketing, SDR, Sales, Customer Success, Onboarding, and Product operate with shared definitions, metrics, and expectations Drive alignment on ICP, segmentation, lead qualification, routing, SLAs, and service tiers Qualifications 7–10+ years of experience in Revenue Operations, GTM Operations, Business Operations, or Analytics in B2B SaaS Experience operating in a scale-up environment Proven track record improving forecast accuracy, pipeline quality, and execution consistency Deep understanding of GTM funnels, sales processes, retention, and expansion drivers Strong analytical skills; hands-on experience with Salesforce, BI tools, and GTM automation Experience partnering closely with Sales Ops, CS Ops, Marketing Ops, Enablement, and Data teams Strong executive communication skills; able to simplify complexity and drive alignment Builder mindset with a high bias for action What Success Looks Like (6–12 Months) Forecast accuracy consistently within ±5–7% Pipeline flow and stage consistency materially improved Trusted GTM dashboards used weekly by executives and functional leaders Clear visibility into ARR, NRR, churn drivers, expansion, and productivity Weekly GTM operating cadence running reliablyReduced ad-hoc reporting and manual data work GTM teams aligned around shared metrics, definitions, and execution standards Work Perks Worth The Hype: Competitive compensation package Stock options 100% covered premiums for employees; Medical, Dental, Basic life insurance, Long term disability Affordable Vision plan and optional FSA PTO, Paid Sick Time, Holidays, Bereavement time, Parental Leave Your birthday off 401k program with generous company match No cost Employee Assistance Program and Travel Assistance Monthly Gym membership reimbursement Monthly credits toward food & beverage Company Outings On and offsite team building events Paid training for departments Apple laptop (most roles) And a team of highly experienced and kind colleagues! HQ Office: Casual office environment & dress Daily catered lunches Fully stocked kitchen (Dietary restriction-friendly) Happy Hours Monthly Massages On-site Car Wash Free Parking Compensation: The base salary range is: $160,000 - $175,000 The Base Pay Range for this position is based on the industry benchmark for position, function, level and the company's compensation strategies. However, final offers may vary from the amount listed based on geography, candidate experience and expertise, and other objective business. Convoso’s compensation package also includes equity for all eligible U.S full time roles and exceptional benefits, including generous 401k match. Your California Privacy Rights: As a California resident who is an applicant to be an employee of Convoso, you have certain rights under California law with respect to information collected by Convoso in the course and scope of its evaluation of your application. The types of information Convoso collects and your rights with respect to that information are contained in Convoso’s privacy policy, which you can review by going to https://www.convoso.com/privacy-policy/.

Workshop is looking for a Customer Success (CS) Enablement Specialist to support the effectiveness and efficiency of our Customer Success teams. You’ll partner with customer-facing teams to develop and execute programs that create value for our customers and the teams that support them. As CS Enablement Specialist, you’ll be responsible for creating foundational programs to educate customers and support their usage and adoption of the Workshop platform. This will combine skills in content creation, data analytics, project prioritization and management. A background in working in a customer-facing role like account management or customer success is also valuable. As a CS Enablement Specialist, you will: Build communications strategies to support user adoption of new and existing features Inspire new ways to use Workshop through user guides and best practices, and create customer-centric materials in a variety of mediums Surface customer usage insights and trends to support proactive Customer Success engagement Build and manage enablement channels, including help docs, video content, and live training sessions Improve reporting and visibility into customer usage, engagement, and adoption To be successful in this position you will need: Experience building one-to-many customer enablement or education programs Strong content creation skills across written, video, and live formats Comfort building processes and programs from scratch with a high level of ownership The ability to prioritize work based on customer impact and expected ROI Excellent communication skills with both internal teams and external customers Experience analyzing and summarizing customer or product usage data Bonus points if you have previous experience in a customer-facing role, like Account Management or Customer Success Identify and implement AI-driven solutions to enhance customer education, streamline enablement workflows, and generate actionable insights from usage data About Workshop Workshop is a fast growing, venture-backed startup based in Omaha, Nebraska and we’re on a mission to create more happy Mondays for employees everywhere. We build software to help internal communications teams create, send, and measure multi-channel, employee-centric campaigns.

Ushur delivers the world’s first AI-powered Customer Experience Automation™ platform purpose-built for regulated industries. Designed to enable seamless self-service, Ushur infuses intelligence into digital experiences to create more delightful and impactful customer interactions. Backed by robust compliance-ready infrastructure and enterprise-grade guardrails, Ushur powers vertical AI Agents tailored for healthcare, financial services, and insurance. With rapid, codeless deployment and flexible capabilities for both IT and business teams, enterprises can transform customer and employee journeys at scale—achieving faster time-to-value and better outcomes. Role Introduction Ushur is hiring a Head of Revenue Operations (Director) to own and scale our end-to-end revenue operating system. This role reports directly to the CFO and will be a critical partner to Sales, Marketing, Customer Success, and Finance. This is a hands-on and strategic leadership role. You will architect the revenue engine, continually optimize, and personally drive execution—especially across sales operations, forecasting, pipeline quality, and quote-to-cash . Over time, you will expand RevOps into a fully unified, AI-enabled GTM function. If you thrive in ambiguous environments, enjoy building from first principles, and have scaled enterprise SaaS revenue before, this role has real ownership and impact. Our preference is for this role to be in Santa Clara, CA at HQ, but remote applicants will be considered. For remote positions, Ushur’s U.S. hiring is open to candidates who are residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, MD, ME, MI, MN, MO, MA, NE, NJ, NC, OH, PA, SC, TX, UT, VA, WA, NY. Candidates who reside within 25 miles of our HQ in Santa Clara, CA office will follow our hybrid work model. This includes working onsite three days per week and remotely the remaining days. What You'll Do Own and scale Revenue Operations end-to-end Build Ushur’s RevOps function across Sales, Marketing, and Customer Success Serve as the operational backbone of the revenue organization, partnering closely with the CFO and GTM leadership Establish RevOps as a decision-driving function, not a reporting layer Improve pipeline quality and enterprise deal execution Design and enforce standards for pipeline hygiene, deal inspection, and stage rigor Improve enterprise deal quality across long, complex sales cycles Identify and fix structural issues impacting win rates, sales velocity, and deal slippage Own forecasting, planning, and revenue visibility Build a forecast that leadership and the board trust Define and operationalize inspection rhythms for pipeline, forecast risk, and sales productivity Partner with Finance on revenue planning, capacity modeling, and quota design Optimize quote-to-cash Own the full quote-to-cash lifecycle , including deal desk processes, approvals, and handoffs Reduce friction across contracting, pricing, billing, and customer onboarding Ensure enterprise readiness while maintaining speed and consistency Architect and evolve the GTM tech stack Own and oversee the rollout and integration of tools Rationalize tooling and data flows to support clean, scalable GTM execution Establish data hygiene, governance, and reporting standards that scale with growth Lead AI strategy for RevOps Own the internal GTM AI strategy , from experimentation to production use cases Identify opportunities to apply AI across forecasting, pipeline inspection, account prioritization, and sales productivity Measure ROI rigorously—both internally and in how Ushur’s AI capabilities support customers What You Bring Thriving Company Culture. At Ushur, we foster a values-driven culture that prioritizes respect, inclusion, and collaboration. We empower every individual to thrive, contribute innovative ideas, and make a meaningful impact in a supportive and dynamic environment. Bring Your Whole Self to Work. We celebrate diversity and believe that innovative ideas thrive in an inclusive environment where every team member is valued. As a dynamic start-up, we recognize that every individual makes a significant impact. Rest and Recharge. Take advantage of unlimited PTO, paid holidays (10 holidays + full week off at the end of December), and more to prioritize your well-being and maintain balance. Comprehensive Health Benefits. We’ve got you covered with health, dental, and vision plans tailored to meet the needs of you and your loved ones, plus additional offerings like life insurance, accident coverage, and more. Invest in Your Future. We provide a 401(k) plan to support your retirement savings and stock options to give you a stake in our company’s success and growth. Embrace Growth. One of our core values is Growth Mindset – we believe in lifelong learning. We offer opportunities to support your development, including assistance with certifications and continuing education related to your role at Ushur. Flexible Work Options. We understand the importance of flexibility. For employees based near our HQ, we offer a hybrid work model that balances collaboration and autonomy. Fully remote roles are available for employees located outside of the HQ area, ensuring everyone can thrive in an environment that works best for them.