• Lead and scale a multidisciplinary delivery team operating globally across multiple locations and ConnectWise products, ensuring consistent execution, quality, and outcomes. • Design, standardize, and continuously improve scalable delivery motions (Quickstart, low-touch, and tech-touch) to reduce time-to-value and increase adoption across the largest partner and customer segments. • Own the scale delivery operating model (intake, triage, segmentation, packaging, and capacity planning) to ensure the right level of touch is applied efficiently and consistently. • Define and govern end-to-end partner journey handoffs (e.g., Sales to Onboarding & Consulting, and Onboarding & Consulting to CSM/Support), including entry/exit criteria, required artifacts, and closed-loop feedback to reduce friction and rework. • Design and implement AI- and automation-driven initiatives to enhance the onboarding experience (e.g., guided setup, proactive insights, automated data validation, and next-best-action recommendations) and improve delivery efficiency. • Establish quality governance and performance measurement for scaled onboarding and consulting (CSAT, adoption milestones, time-to-value, rework/defect rate, efficiency, and coverage ratios by touch model), and provide regular visibility to stakeholders. • Capture partner feedback and delivery insights, and partner with Product, Support, and Operations to improve in-product onboarding, tooling, workflows, and best practices across the ConnectWise Platform. • Design and run a continuous enablement program for the Onboarding & Consulting team (role-based curricula, playbooks, product release readiness, AI tool training, and quality coaching) to sustain global consistency. • Drive distribution enablement within the Onboarding & Consulting practice by creating and operationalizing scalable delivery toolkits (playbooks, templates, AI-assisted assets, and training) that enable consistent Quickstart, low-touch, and tech-touch onboarding and consulting experiences across products. • Develop and maintain concise delivery documentation and partner-facing guidance (Quickstart checklists, standardized configurations, success plans, and troubleshooting guides) to support repeatable adoption and outcomes at scale. • Triage and validate delivery blockers and product/service issues impacting onboarding, drive resolution with the appropriate teams, and ensure clear documentation and structured communication. • Manage multiple concurrent scale-delivery initiatives across products and regions, balancing priorities while maintaining accurate documentation, stakeholder communication, and risk management. • Collaborate closely with the Scale Project Management organization and operations to coordinate planning and delivery for scaled onboarding and consulting programs, ensuring timelines, dependencies, and outcomes are met. • Drive partner satisfaction by delivering consistently high-quality experiences and improving feedback and survey results through measurable service improvements.

• Project planning and execution: Define scope, timelines, resources and create detailed project plans. Monitor project progress, identify and mitigate risks. • Team management: Lead and motivate cross-functional teams, fostering a collaborative, high-performance environment. • Stakeholder management: Establish and maintain relationships with internal and external clients, ensuring effective communication and stakeholder satisfaction. • Quality control: Ensure the quality of delivered products by defining quality criteria and conducting tests. • Budget management: Control project costs and ensure adherence to the planned budget. • Continuous improvement: Continually seek new technologies and methodologies to optimize processes and increase project efficiency.

Role Description As a Relationship Manager, Banking & Treasury Services, you will play a critical role in the long-term success of high-value clients and the company. By ensuring clients achieve their desired outcomes, the role will help drive customer satisfaction, loyalty, and retention, which in turn can lead to increased revenue and business growth. You will act as trusted advisors to clients, helping them to realize the full potential of the company’s offerings and contributing to the overall success and reputation of the company. You will be supporting our core clients who are growing and looking for opportunities to cross-sell our products. Responsibilities - Relationship Management: - Key point of contact post-integration: Establish and nurture trust-based relationships with clients after integration. - Product knowledge and support: Maintain a deep understanding of our banking and treasury management product to effectively address client queries and offer solutions. - Regular client check-ins: Conduct periodic meetings to understand clients’ evolving needs and align services to meet those needs. - Build an understanding of customer needs to advocate for roadmap and product solutions. - Escalation management and collaboration with internal teams to resolve any customer issues. - Leading Quarterly Business Reviews with Partners. - Continually push for new feature adoption with existing clients. - Actively drive increase to bottom line revenue. - Assigned to higher-touch enterprise clients. - Creating SOPs (Standard Operating Procedures). - Cross-Functional Collaboration: - Internal coordination: Collaborate with various internal teams to effectively meet client needs and identify upselling or cross-selling opportunities. - Feedback loop: Work with sales, marketing, product, and other departments to provide client feedback, contributing to product improvements and the development of new offerings. What Success Looks Like - Strong Client Relationships: Clients trust you as their main point of contact and feel supported and confident using the banking/treasury product. - Happy & Retained Clients: Clients’ issues are resolved quickly, and they stay with the company and continue using the product. - Product Adoption & Growth: Clients understand and use more features of the product, and you identify opportunities for upselling or cross-selling. - Being the Voice of the Customer: You share client feedback with internal teams, and your insights help improve the product and customer experience. - Proactive client management: Regular check-ins and quarterly reviews uncover client needs before problems arise. - Effective problem resolution: You coordinate with internal teams to resolve issues quickly and escalate when needed. - Valuable customer insights: Client feedback is consistently shared with product and other teams to improve the platform. - Operational excellence: Processes, documentation (SOPs), and internal collaboration run smoothly. Qualifications - Associate’s degree in Finance, Business, or equivalent work experience. - 5+ years of experience in client success, account management, or a relationship management role, preferably in a FinTech or Banking environment. - Banking Operations / Treasury Experience preferred. - Excellent verbal, written communication and interpersonal skills needed to develop collaborative working relationships with cross functional teams. - Ability to understand end to end processes. - Patient, diplomatic, and collaborative. - Advanced communication skills and the ability to have crucial conversations with our clients. Benefits - Compensation range: $64k - $93k - Financial Wellness: - Bonus programs - 401(k) match - Employee Stock Purchase Program (ESPP) - HSA and FSA options - Financial wellness resources and employee discount programs - Health & Well-being: - Medical, dental, and vision coverage - Mental health support for employees and dependents through Lyra Health - Family planning and women’s health benefits through Carrot - Gym membership reimbursement and virtual wellness programs (including yoga) - Time Off: - 3 weeks PTO to start, with unlimited PTO after year one - Growth & Development: - Education expense reimbursement - Leadership development programs - Certified Payments Professional (CPP) certification support Traditional Physical Requirements - Requires prolonged sitting, standing, bending, stooping and stretching. - Requires the ability to lift 10 pounds. - Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).

Role Description We are seeking an Outbound Demand Generation Manager to bridge the gap between high-level strategy and daily execution. This role is designed to centralize our outbound operations, ensuring that our BD strategy isn't just planned, but aggressively executed and measured. - Own the "Outbound Tech & Content Stack" to allow AEs to focus on closing. Qualifications - Driven/Analytical: Continually review and improve prompts, content A/B tests, etc. - Self-Starter/Resourceful: Not afraid to ask questions; understands what ‘needs to be done’. - Communication: Produces clear reports on KPIs to senior leadership. - CRM: Salesforce [preferred], Hubspot, etc. - Dashboard Creation/Data Viz: Looker Studio - combining multiple sources. - AI/Automation Tools: Clay, Instantly, etc. - Analytics/Tracking: Implement ad platform insight tags (pixels). - Technical: Understands how to connect systems via API; develop webhooks [real-time notifications]. - [Nice to have] Google Tag Manager. Requirements - Pipeline Predictability: Establishes a rigorous weekly cadence of personalized campaigns and prospect enrichment, leveraging AI/automation tools to achieve scale. - Operational Efficiency: Eliminates "random acts of sales" by centralizing content creation (sequences, case studies) and prospect lists. - Data-Driven Growth: Moves beyond "gut feeling" by building dashboards that track email performance, market signals, and ROI. - Campaign Ownership: Own calendar of events and activities that warrant an outbound campaign. - Campaign Architecture: Design and deploy multi-channel outbound sequences (Email, LinkedIn, Cold Call) at scale. - Account-Based Marketing (ABM) Orchestration: Act as the "Quarterback" for ABM, coordinating with Design, Demand Gen, and Account Executives. - AE Directives: Maintain a strict weekly cadence for Account Executives, providing them with pre-vetted prospect lists and the sequences/assets needed for success. - Data Enrichment/Signal Monitoring: Use Clay to monitor prospect and company “signals” (job changes, product launches, etc). - AI Personalization: Build and refine prompt logic to generate hyper-personalized email "icebreakers" and "pain point" variables. - Workflow Automation: Manage the API flow between Clay, Salesforce, and Instantly to ensure seamless lead delivery. - Performance Reporting: Own reporting for MQL Velocity and monitor Sales Lead Response times. - Iterative Testing: Run continuous A/B tests on outreach methods to optimize cost-per-meeting and lead-to-opportunity ratio. - Data Integrity: Ensure appropriate fields are updated to inform strategic changes. - Technical Health: Monitor domain reputation, email deliverability, and API syncs. Benefits - Remote-first company culture. - Work anywhere in the world for up to 3 months. - Parental leave program. - Work-from-home stipend. - Your birthday (and our company's birthday) is a day off! Company Description At Leap Tools, we are building the world's most advanced solutions for the interior décor industry. With customers in 80+ countries, our clientele includes Fortune 500 companies such as Home Depot, local retailers such as Alexanian's, and everything in between. We have been recognized as one of the fastest-growing tech companies by Deloitte for multiple years in a row, and we are looking for ambitious challenge-seekers to fuel our momentum and help us create an iconic global tech company.