• Own the success of a portfolio of top Fieldwire customers, supporting complex stakeholder structures and deployments across multiple teams and projects • Build relationships with executive sponsors, customer champions, admins, and end users—earning trust through outcomes and day-to-day partnership • Develop and execute customer success plans aligned to customer initiatives, operational goals, and measurable outcomes • Support and lead business reviews and success check-ins, communicating value, adoption progress, risks, and opportunities to both executive stakeholders and frontline teams (admins and end users) • Guide customers through deployments, workflow standardization, and change management, including end-user enablement and training at scale • Work alongside GTM partners (Sales/Account Management, Solutions/Implementation, Support, and Product) to drive renewals and expansion—identifying growth opportunities and partnering with account teams to action them • Monitor customer health, usage patterns, and engagement signals to proactively drive adoption and reduce risk • Serve as an escalation point for Strategic/Enterprise customers, coordinating internal teams to resolve issues and improve the customer experience • Represent the voice of the customer internally by sharing themes, use cases, and feedback with Product and cross-functional partners • Contribute to evolving Fieldwire’s Strategic/Enterprise customer success playbooks and best practices as the program scales

Role Description The Change Management Team Lead (HR) establishes and leads HR's change management function to enable successful adoption of merger & acquisition (M&A) integrations, enterprise strategic initiatives, and HR-driven change programs. This role focuses on the "people side" of change—building the strategy, plans, communications, leader readiness, training enablement, and partnering across HR and the business to reduce change friction, improve adoption, and strengthen the employee experience during transformation. Responsibilities - Build and lead a small change team to scale HR's change capability for HR-driven transformations - Establish HR change practice standards, governance, and engagement model - Serve as the HR change lead for M&A-related people integration work, partnering with cross-functional stakeholders to align plans, dependencies, and stakeholder experiences - Establish and manage a change “portfolio lens” to coordinate sequencing and reduce change saturation across HR initiatives - Direct the design and execution of stakeholder engagement plans, including communication strategies, training programs, and adoption measurement frameworks - Design and implement metrics, dashboards, and reporting mechanisms to measure adoption, proficiency, and business impact - Anticipate culture and communication risks that commonly derail integrations; embed change activities into the overall integration program plan and governance rhythms - Partner with HR program leaders and workstream owners to integrate change management activities into initiative plans and milestones (systems, process, policy, org model, and operating model changes) - Conduct change impact and readiness assessments; segment impacted audiences; tailor strategies by audience type (e.g., exec sponsors, HR leadership/PMO, HRBPs/managers, champions, employee personas) - Build and activate sponsor/leader roadmaps and manager toolkits to support local adoption and reduce resistance - Create or oversee delivery of high-impact artifacts (FAQs, “what’s changing/what’s not,” launch decks, leadership briefs, talking points, Q&A packs) - Coach HR program teams and leaders to strengthen enterprise change maturity; provide consultation across HR - Foster professional development and build sustainable change management competency within the team Qualifications - Bachelor’s Degree in Arts/Sciences (BA/BS) in Business, Organizational Development, HR, Communications or related field required or a combination of education, training, and experience may be considered in lieu of a degree - Master’s degree in Arts/Sciences (MA/MS) preferred - A minimum of 8 years' progressive experience in a related field - 5-7 years of Management experience in OCM field or related field - 8-10 years of progressive experience in organizational change management - Demonstrated experience leading change management strategies with HR or IT transformation initiatives - Experience overseeing teams and resources across multiple concurrent projects - Experience working with senior leaders to build sponsorship and drive organizational change - Prosci Change Management Certification preferred - Certified Change Management Professional (CCMP) preferred - Agile Certified Practitioner (ACP) certification through Project Management Institute (PMI-ACP) preferred Knowledge, Skills, and Abilities - Expert knowledge of change management methodologies (e.g., Prosci ADKAR) - Business acumen to connect change strategies to business outcomes and KPIs - Exceptional stakeholder management and influencing skills - Excellent communication skills for diverse audiences - Strategic thinking and analytical capabilities - Ability to manage multiple initiatives simultaneously - Emotional intelligence and cultural awareness - Strong facilitation and workshop design skills - Adaptability and resilience in fast-paced environments - Coaching and mentoring abilities Benefits - Health and Wellbeing: Health, Dental, and Vision Care, Onsite Health Centers, Employee Assistance Program, Wellness program - Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Tuition Reimbursement - Paid Time Off: PTO and Sick Leave (starting at 20 days per year) & Holidays (10 per year), Parental Leave, Military Leave, Bereavement - Additional Perks: Nursing Mothers Benefits, Voluntary Legal, Pet Insurance, Employee Discount Program

Role Description The Dealer Success Manager works closely with field sales reps to grow the dealer base and funding volume, acting as the main point of internal contact for potential and existing dealers through the onboarding process, selling them on program features and benefits. This role provides full-service support to all dealer-facing operations areas. Essential Duties and Responsibilities include the following: - Work with existing dealers to increase program usage. - Make sales and follow-up calls to train dealers on pricing strategies, sales strategies, and compliance issues. - Assist in negotiating with dealers regarding competition with other lenders, custom programs, and high-level requests. - Collaborate with external partners and software providers on improvement of FFC procedures. - Manage new dealer introductions and training, complete webinars tailored to specific programs. - Collaborate with marketing to provide customized training materials or experiences as needed to best serve the dealer. - Provide customer application support, weekly reporting, and relationship management, responding to dealer requests in a timely manner with personalized service. - Identify opportunities for process improvement and dealer experience improvement. - Assist with managing escalated dealer situations, providing conflict resolution, communicating issues with management; follows the proper communication procedures for resolving escalated phone calls and requests. - Manage and respond to all dealer and internal staff communication requests for the department; follows proper communication procedures to resolve dealer phone call/email requests. - Other duties as assigned by management. Must be able to: - Come to work promptly and regularly. - Take direction and work well with others. - Work under the stress of deadlines. - Maintain a positive attitude when fielding requests from others. - Concentrate and perform accurately. - React to change productively. - Requires minimal supervision to perform expected tasks and is able to resolve most issues without management or additional support. Qualifications - Associate’s degree in business, finance, communication, marketing or related field. - 5 years’ marketing or sales experience, preferably in the consumer finance industry OR combination of education and experience. - Strong typing skills. - Strong attention to detail. - Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer). - Professional phone presence and excellent verbal and written communication skills. Benefits - Day-one Health Benefits (medical, dental, vision, and flexible spending options like HSA or FSA accounts). - 401(k) with company match enrollment on day-one. - Paid, Sick and Volunteer Time Off. - Paid Parental Leave Options. - Employer Paid Life and Disability. - Wellbeing on Demand Program. - Flexible Work Environment with a casual dress code. Company Description Foundation Finance Company (FFC), a Great Place to Work® certified company since 2017, is a fast-growing consumer finance company working with home improvement contractors across the U.S. to drive sales through flexible, customer-focused financing options.

Role Description You’ll sit within our Post‑Sales organization supporting our Mid Market accounts, partnering closely with peers across Sales, Product, and Operations to accelerate adoption of BILL solutions across Payables, Receivables, and Spend & Expense. In this high‑visibility role, you’ll own a book of business, lead executive business reviews, and consistently hit retention, expansion, and renewal targets while shaping how customers modernize their finance operations. Responsibilities - Drive continual product adoption, expansion sales and subscription renewals of the BILL platform to hit a monthly quota - Manage and retain relationships in an enterprise book of business - Monitor customer health, product utilization, & trends in customer spend while using data to drive proactive customer engagement - Conduct business reviews around product configuration and best practices for controllers and CFOs of mid-market and larger SMB companies - Conduct training webinars for end users of BILL’s platform - Develop and maintain an in-depth knowledge of BILL's products and services - Develop and maintain an in-depth knowledge of AP/AR and accounting practices - Drive adoption of additional BILL products as they are released. Qualifications - 2 years in customer‑facing, revenue‑owning roles (CSM, AM, or similar) within SaaS - Proven success managing and growing strategic or enterprise accounts, with a consistent track record of hitting quota. - Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. - Experience leading cross‑functional initiatives to deliver customer outcomes and resolve complex projects. - Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. - Proficiency with Salesforce and strong time/prioritization discipline in a metrics-driven environment. Desired Qualifications - Experience in finance/accounting or with AP/AR workflows. - Working knowledge of financial reports and common accounting systems (e.g., QuickBooks, NetSuite). - Experience with using Gainsight as your CRM to log all customer interactions and CTAs. Requirements - The On Target Earnings (OTE) range for this role is noted below for our office location in San Jose, CA: $114,800 — $137,800 USD - The On Target Earnings (OTE) range for this role is noted below for our office location in Draper, UT: $97,600 — $117,100 USD Benefits - 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) - HSA & FSA accounts - Life Insurance, Long & Short-term disability coverage - Employee Assistance Program (EAP) - 11+ Observed holidays and wellness days and flexible time off - Employee Stock Purchase Program with employee discounts - Wellness & Fitness initiatives - Employee recognition and referral programs - And much more