Role Description The Delivery Coordinator will work closely with Delivery Operations and Client Success teams, owning the behind-the-scenes, administrative tasks while their team counterparts focus on building the client relationships. In this role, you will be expected to handle multiple tasks and projects in support of both internal teams and client accounts. This role requires someone who is efficient and detail-oriented. What you'll do - Set up, configure, and launch campaigns in Convertr, including ongoing optimizations, delivery adjustments, and troubleshooting (API setup, test deliveries, and lead submission integrations). - Monitor daily lead delivery and pacing, follow up on missing submissions, and reconfirm monthly/quarterly volume expectations to ensure campaign performance. - Maintain accurate campaign data across Salesforce and internal tracking tools (Google Workspace), ensuring consistency and alignment across systems. - QA landing pages, coordinate edits, and confirm readiness prior to campaign launch or client distribution. - Deliver leads and reporting updates to clients on a daily or weekly cadence, while building and maintaining dashboards tracking performance metrics (e.g., intent data, engagement signals). - Coordinate vendor operations end-to-end, including kickoff communications, ongoing management, insertion order (IO) creation, and tracking approvals, signatures, and deliverables. - Manage campaign execution workflows, including creative request submission and tracking, direct mail coordination, campaign master sheets, and resolving bottlenecks (delivery delays, submission issues, creative gaps). - Support financial and operational processes by assisting with invoice validation, responding to ad hoc requests, and identifying process gaps to improve workflows across the Delivery and Client Success teams. Qualifications - 2+ years of experience supporting campaign execution, lead delivery, or marketing operations within a digital marketing or lead generation environment. - Hands-on experience with Salesforce (or similar CRM), including updating records, tracking delivery, and maintaining data accuracy across systems. - Experience using lead delivery platforms (e.g., Convertr) or similar campaign management tools. - Strong understanding of campaign tracking, lead pacing, and performance monitoring across multiple concurrent programs. - Experience coordinating with external vendors or partners to execute campaigns, manage deliverables, and resolve delivery issues. - Exposure to technical campaign components such as API setups, lead integrations, and testing delivery flows. - Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward. - Strong written communication skills for client-facing updates and internal coordination, with the ability to work overnight (US hours) and maintain reliable equipment and internet connectivity (including backup). What we offer you - Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives. - Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays. - Remote-First Culture: Work from the comfort of your home. - Paid Time Off: Enjoy 14 days of annual paid time off, plus all regular Philippine government-declared holidays to unwind and recharge. Plus 5 additional days after 1 year. - Comprehensive Coverage: Full enrollment in Philippine statutory benefits: SSS, PhilHealth, and HDMF. - Healthcare: Healthcare reimbursement to help ensure you are covered. - De Minimis Allowance: Enjoy a monthly rice subsidy, following government guidelines. - Wellness Perks: Access the Headspace app to support your well-being. - Speaker Series Bonus: Present in our monthly speaker series and earn a bonus. Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the Philippines at hire and must maintain authorization to work in the Philippines throughout their employment with our company. Salary Range We seek to hire top-tier individuals and intend for our compensation to be at a rate that allows us to recruit and retain individuals who align with our core values, purpose, mission, and vision. Final total compensation is based on a multitude of factors including, but not limited to, skill level, relevant experience to the position, and cost of labor. - Monthly Pay Range: ₱35,000 — ₱50,000 PHP EOE Statement We believe that our differences make us stronger, and thus foster a diverse and inclusive culture where people feel safe being themselves. TechnologyAdvice is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected under federal, state or local law. Pre-employment Screening Pre-employment screening required. TechnologyAdvice does not engage with external staffing agencies. Any candidates introduced by such firms will not be eligible for compensation. TechnologyAdvice communicates only through @technologyadvice.com emails and official recruiting platforms. We never recruit via Teams, WhatsApp, or similar apps, and we will never request money, gift cards, or personal financial details during hiring. Any AI-generated or incomplete application answers will be auto-rejected.

We are HCSS. For the last 40 years, we have been developing software to help construction companies streamline their operations. Based in Sugar Land, TX, our mission is helping customers achieve excellence through our proven customer-centric, end-to-end solutions and exceptionally helpful service, while providing a great life for our employees. With this mission at the core of everything we do, HCSS is a pioneer and leader in the construction software space and a consistently recognized employer. We have earned Best Companies to Work for in Texas honors for 18 consecutive years and have been named a USA Today Top Workplace. HCSS has also been recognized by Built In as a Best Place to Work in Greater Houston and by Construction Executive for our technology innovation, reflecting our strong culture, industry leadership, and commitment to excellence. WHO WE NEED: HCSS is seeking an experienced Senior Manager, Corporate FP&A to serve as the financial modeling and reporting anchor of the FP&A organization. This is a senior individual contributor and player-coach role within a newly structured Corporate FP&A sub-team, reporting directly to the SVP of Finance. The Senior Manager will personally own the company’s consolidated financial close, long-range planning model, annual operating plan, cash flow forecasting, software revenue modeling, and management reporting — while also providing leadership and development to a small team of finance professionals. The scope of this role spans both the technical rigor of hands-on model construction and the organizational accountability of a senior team lead. This role is designed for a finance professional who leads by example — one who produces senior-level analytical work independently while simultaneously developing the talent beneath them. Candidates who prefer to direct rather than build will not be well-suited for this position. Qualifications: - Bachelor’s degree in Finance, Accounting, Economics, or a related field required; CPA or MBA preferred - 7–12 years of progressive FP&A or corporate finance experience, with meaningful tenure in SaaS, high-growth technology, investment banking, or management consulting - Demonstrated experience personally building long-range plans or multi-year integrated financial models from inception, not solely maintaining inherited frameworks - Strong to expert-level proficiency with FP&A planning tools; experience with Adaptive Insights (Workday Adaptive Planning) is strongly preferred, as it is the platform currently in use at HCSS - Deep fluency in SaaS financial metrics, including ARR bridge construction, NRR and GRR cohort modeling, bookings-to-revenue forecasting, and mixed revenue stack management - Working knowledge of revenue recognition principles under ASC 606 as applied to multi-type software revenue contracts - Expert-level proficiency in Excel; proficiency in ERP systems (NetSuite or Sage Intacct preferred) and BI tools (Tableau, Looker, or Power BI) - Currently serving in a Senior Manager capacity, or a high-tenure Manager with a demonstrated record of operating at the senior manager level; both profiles will be considered - Ability to work standard Central Time business hours; availability during close cycle and board preparation periods as needed - Proximity to Sugar Land, Texas with the ability to attend in-person meetings on an occasional basis is preferred but not required Preferred Qualifications: - Prior experience in a PE-backed SaaS environment with direct exposure to sponsor reporting, adjusted EBITDA mechanics, and value creation plan tracking - Experience building or significantly contributing to a consolidated close process, including deferred revenue waterfall and revenue disaggregation - Background supporting M&A due diligence, integration finance, or scenario modeling in a transaction context - Prior experience as a player-coach managing junior finance professionals while maintaining a high personal output standard Role Responsibilities: - Personally build and maintain the consolidated three-statement financial model, including monthly P&L, balance sheet, and cash flow close - Own the construction and ongoing maintenance of the long-range plan (LRP), including multi-year scenario architecture and exit-readiness mechanics; SVP of Finance owns narrative and PE sponsor relationship - Lead all model mechanics for the annual operating plan (AOP); collaborate with the SVP of Finance on process leadership and strategic narrative - Produce the monthly management reporting package, including board and PE sponsor supporting analysis - Maintain the 13-week rolling cash flow forecast as a standing weekly deliverable, along with monthly cash bridge reporting - Own the adjusted EBITDA bridge and addback schedule in support of PE compliance requirements - Perform revenue disaggregation across all software revenue types (SaaS, term, perpetual, maintenance) in coordination with the Controller - Own OpEx governance and variance analysis across all functional cost centers - Monitor working capital metrics including DSO, DPO, and deferred revenue waterfall - Own the ARR bridge, NRR/GRR cohort analysis, bookings forecast, and software revenue model - Direct and develop direct reports without delegating senior-level analytical work - Serve as a key finance interface with the Controller and Accounting team across the monthly close cycle Travel Requirements: - Occasional travel to the Sugar Land, Texas campus and leadership meetings may be required Vendor Management: - Manages relationships with financial planning system vendors and external modeling consultants as needed - Collaborates with Procurement and IT to ensure FP&A platform solutions are cost-effective and appropriately integrated Security Authority: - Responsible for safeguarding sensitive financial information, including forecasts, board materials, and long-range planning data - Works closely with IT and Compliance to enforce financial data governance, access controls, and confidentiality protocols - Ensures financial reporting systems and planning platforms comply with internal controls and data security standards BENEFITS & PERKS: Part of our mission is to provide a great life for our employees. We believe that when our people are happy, they do their best work. Some of the benefits and perks we offer include: - Flexibility to work Remotely - Medical, dental, and vision coverage with company-paid and employee-paid options - Paid holidays, sick days, and personal time off - Employee Resource Groups (ERGs) that foster connection and inclusion - On-site amenities including a covered basketball court, soccer field, track, pickleball/tennis courts, gym, etc. - Dog-friendly campus and WiFi-accessible courtyards - 401(k) with a 5% company match - Coverage for employee professional development and wellness - And more!

• Completes both scheduling functions and registration functions with the patient for an upcoming visit during one call • Responsible for timely scheduling, provide callers with important information related to their appointment (i.e. Prep information for test, directions, order management etc.) • Financial Clearance: up to and including verifying patient demographic, insurance information and securing payment of patients financial liability/performing collection efforts • If assigned to Order Management: verifies order is complete and matches scheduled procedure. Includes indexing and exporting physicians orders to correct account number. • Collect and verify required patient demographic and financial data elements, including determining a patient’s financial responsibility and securing pre-payment for future services/performing collection efforts • Create a complete pre-registration account for an upcoming inpatient/surgical admission • Completes all pre-certification requirements by obtaining authorization from insurer and/or healthcare facility • Other duties as assigned based on departmental needs

• own the measurement layer of our entire business • know every number — ARR, net retention, expansion, churn, pipeline conversion, cost of acquisition, gross margin by product line, services margin, cash flow, and everything in between • work across Salesforce and QuickBooks to build a unified, always-current picture of company performance • build and maintain our SaaS metrics infrastructure — ARR waterfall, cohort retention analysis, revenue recognition schedules, deferred revenue tracking, and unit economics by segment • reconcile Salesforce bookings data against QuickBooks revenue entries and ensure a single source of truth across both systems • produce monthly and quarterly financial and revenue packages for leadership, including variance analysis against plan • model scenarios for pricing changes, product bundling, geographic expansion, and headcount investment • monitor pipeline health and translate pipeline data into revenue forecasts with documented assumptions • own the data integrity between our CRM and accounting systems, flagging discrepancies before they compound • support board-level and investor-level reporting with clean, defensible metrics