Role Description As a Data Conversion Specialist, you will work directly with our customers, helping them prepare and upload their client’s data for analysis. This role is perfect for a detail-oriented professional with a solid foundation in accounting and expertise in Excel. You’ll play a key part in ensuring our customers experience a smooth transition, receiving the highest value from our platform. Responsibilities - Collaborate with customers to collect, organize, and format client data for upload to our audit platform - Utilize advanced Excel skills to transform data from various sources into a compatible format for our software - Map the chart of accounts to our standard categories to ensure data accuracy - Provide guidance to customers on best practices for data submission and collaborate with the team to resolve any conversion issues - Perform automated completeness checks to ensure the general ledger is complete and accurate with the trail balance - Perform various data healing operations using Excel functions to create unique balancing journal entries Qualifications - 3-5 years of accounting experience, ideally with exposure to data management or conversion processes - Strong foundation in accounting principles, general ledger, chart of accounts, and journal entries - Advanced Excel skills, with the ability to use complex formulas, pivot tables, and data transformation tools - CPA certification is preferred but not required - Detail-oriented and committed to accuracy in data handling - Excellent problem-solving skills and ability to work both independently and collaboratively Benefits - HMO with 1 free dependent upon hire - Life Insurance - 20 PTO credits annually - Night Differential Pay - VL and SL cash conversion - Annual Performance-Based Merit Increases and Employee Recognition - Great Company Culture - Career Growth and Learning - Company Provided Work Equipment - WFH, shifting

• Develop and maintain a pipeline of experiments across channels — paid social, newsletters, community platforms, email, digital events, conference sponsorships, and others • Design each test with a clear hypothesis, defined success metrics, and a realistic timeline for learning • Identify and evaluate new channel opportunities — from niche SMB technology newsletters to retargeting programs for closed-lost accounts — and build the case for where to invest next • Stay close to where Metabase's target audiences (data teams, developers, technical buyers) actually spend their time, and bring creative ideas for reaching them there • Own campaign execution end-to-end: briefing copy and creative, coordinating with internal stakeholders, managing vendor relationships, and hitting launch dates • Run programs across a wide range of formats — newsletter sponsorships, Reddit and Meta ad campaigns, retargeting, closed-lost re-engagement, digital events like demo weeks, and conference sponsorships • Work closely with the PMM and content teams to ensure messaging is sharp, on-brand, and tailored to the channel and audience • Manage budgets and allocate spend across the portfolio based on performance and learning goals • Define KPIs for every program before it launches — and hold yourself accountable to them • Build and maintain dashboards that make campaign performance visible and legible to stakeholders across marketing and sales • Synthesize results into clear, actionable learnings: what worked, what didn't, what to do next, and what to kill • Develop a compounding library of learnings that makes each new test smarter than the last

• Work within our in-house PPC team to plan, implement, and optimize paid search campaigns across platforms including Google Ads, Bing Ads, and others. • Take ownership of channel performance, achieving targets and explaining any variance to leadership and stakeholders in management commentary or other forums as required. • Develop and execute best-practice PPC strategies to meet business goals, including keyword and audience opportunities, campaign structuring, targeting, and display network strategies. • Define both short-term and long-term strategies and execute them, providing recommendations for campaign optimization and audience growth. • Provide guidance and support to team members in determining the optimal tactics and approaches to deliver commercial priorities. • Build and manage a testing roadmap for your categories, ensuring successful experiments are scaled quickly and communicated to the wider team. • Leverage data-driven insights to identify opportunities, make informed recommendations, and optimize campaign performance. • Generate innovative ideas to challenge and reshape existing best practices. • Stay up to date with search engine updates and PPC industry trends. • Build strong collaborative relationships with teams across Business Development, Product, Data, Engineering, Compliance, and Finance to drive growth and improve owned categories. • Communicate effectively with multiple stakeholders to align on objectives and ensure the successful delivery of performance goals.

• Own the marketing motion that produces qualified meetings and pipeline • Responsibilities include ICP definition and segmentation • Target account campaigns by buyer persona, business need, and pain point • Campaigns aimed at financial, operational, and executive decision-makers in complex mid-market businesses • Webinar, event, partner, referral, and customer-proof campaign support • Practical testing of channels that can create revenue, not vanity metrics • Clear reporting on qualified meetings, sales-accepted opportunities, pipeline sourced and influenced, and conversion • Build a highly leveraged marketing operating system using AI, automation, workflows, and modern software tools • Create and manage content that helps the sales team win business • Work directly with the Director of Sales and the sales team to make outbound and account-based selling more effective • Own the marketing side of CRM hygiene, attribution, campaign tracking, and reporting • Improve the company's digital presence with a focus on conversion and commercial relevance