• Develop and maintain relationships within client organizations. • Act as a point of contact for assigned and unassigned clients, using creative strategies to address their needs, resolve issues, and ensure satisfaction, in addition to assisting GM’s with their assigned portfolio. • Managing and maintaining client data across multiple CRM platforms • Work closely with other departments, such as Client Services, Finance, and Direct Sales to ensure client success • Utilize knowledge of pricing and payment structures to optimize client satisfaction • Facilitate ongoing education for clients to enhance their independence and efficiency, including application processes, underwriting guidelines, and profitability analysis. • Use compounded knowledge to take care of client issues, needs, and goals. • Work closely with fellow team members to help cultivate a professional, fun, and trusting environment. • Oversee ongoing client operations, assisting clients with merchant account onboarding, and ensuring a positive customer experience • Engage in ongoing training to stay up-to-date on sales, business, and industry updates

• 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.