You will be responsible for the accurate and timely execution of day-to-day finance operations- spanning payroll, AP, cashflow, VAT compliance, cost analysis, and balance sheet reconciliations while also playing an active role in improving and automating.

• Design and manage standardized onboarding workflows that reduce time-to-value, ensure consistency across customers, and create a repeatable, measurable experience from contract sign to go-live. • Build and maintain customer health scoring models that give CS teams early warning on churn risk and actionable signals for expansion—integrating product usage, engagement, and CRM data. • Own the operational processes for renewal and expansion, including pipeline tracking, playbook documentation, and the CRM workflows that ensure nothing falls through the cracks. • Build and maintain the dashboards and reports that give CS leadership visibility into retention performance, customer health, and team efficiency—supporting both operational decisions and executive reporting. • Map and optimize the full customer lifecycle—from onboarding through adoption, renewal, and expansion—identifying friction points and building solutions that scale. • Partner with CS leaders to identify at-risk customers early and design the interventions, escalation paths, and playbooks that protect retention. • Work closely with Sales, RevOps, and Systems teams to ensure post-sale processes are connected to pre-sale data and that CRM reflects the reality of the customer relationship.

• Own firm performance monitoring, attribution integrity, commission reconciliation, and partner-facing commercial analytics. • Ensure revenue tracking is reliable, discrepancies are caught early, financial impact is quantified, and partner conversations are backed by clear evidence. • Monitor TrackNow performance, postbacks, attribution gaps, and commission discrepancies daily. • Investigate tracking and attribution issues end-to-end. • Quantify financial impact of detected issues. • Escalate material issues to RevOps Manager and Head of D&A. • Maintain and reconcile commission data across systems. • Lead technical tracking conversations directly with firms when needed. • Document reconciliation outcomes and methodology. • Improve reconciliation tooling and automation. • Manage open case tracker end-to-end, with clear ownership, $ impact, deadlines, and resolution history. • Produce firm-facing summaries of discrepancies and recommended solutions. • Build visual explanations for partner reviews. • Provide data backup for partner negotiations. • Surface partner-level trends to the Partners and Leadership teams.

Role Description Own firm performance monitoring, attribution integrity, commission reconciliation, and partner-facing commercial analytics. Ensure revenue tracking is reliable, discrepancies are caught early, financial impact is quantified, and partner conversations are backed by clear evidence. Performance objectives - Objective 1 - Monitor and protect tracking integrity - Outcome: Reduced revenue leakage; faster discrepancy detection. - Typical tasks: - Monitor TrackNow performance, postbacks, attribution gaps, and commission discrepancies daily. - Investigate tracking and attribution issues end-to-end. - Quantify financial impact of detected issues. - Escalate material issues to RevOps Manager and Head of D&A. - Objective 2 - Own reconciliation across systems - Outcome: Commission accuracy across PFM systems, TrackNow, affiliate dashboards, and partner platforms. - Typical tasks: - Maintain and reconcile commission data across systems. - Lead technical tracking conversations directly with firms when needed. - Document reconciliation outcomes and methodology. - Improve reconciliation tooling and automation. - Objective 3 - Manage open case tracker end-to-end - Outcome: Every open case has clear ownership, $ impact, deadlines, and resolution history. - Typical tasks: - Maintain a case tracker with the owner, $ impact, next steps, deadlines, and status. - Drive cases to resolution with internal and external stakeholders. - Document outcomes and lessons learned. - Identify systemic issues from case patterns. - Objective 4 - Support the Partners team with data-backed insights - Outcome: Stronger partner conversations; quantified commercial recommendations. - Typical tasks: - Produce firm-facing summaries of discrepancies and recommended solutions. - Build visual explanations for partner reviews. - Provide data backup for partner negotiations. - Surface partner-level trends to the Partners and Leadership teams. Reporting cadence - Reports to: Reynel Nantes Elerio, Revenue Operations Analytics Manager. - Functional alignment with Konstantinos Kattidis, Head of Data & Analytics. - Direct reports: None. - Key cross-functional partners: Partners, Leadership, Partner Relations, Finance, Analytics. - Upward reporting cadence: Daily standup with RevOps Manager; weekly case review; monthly performance summary to Head of D&A. Compensation - $2,500–$4,500 / month gross Location & work setup - Remote, with strong overlap with CET hours (4+ hours of overlap). - Working hours: roughly 9 AM – 6 PM CET, with reasonable flexibility. - Employment type: Full-time. Hiring stages - Application screening: We carefully review all applications to identify candidates whose background aligns with the role’s requirements. You’ll receive a timely and transparent update on your application status. - Video intro + role fit questionnaire: A short async step - no scheduling required. You'll record a brief video introduction and complete a written questionnaire. - Discovery HR Interview: A conversation with our HR team focused on company and culture match. - Real-world task: An exercise using real PFM revenue data. - A deep-dive Professional interview: A deep-dive with the Head of Data & Analytics on your RevOps expertise. - Functional Interview: A broader professional conversation exploring how you work with commercial teams and partners. - Peer & values conversation: A cross-team interview evaluated against PFM's structured values scorecard. Before applying take into account that: - If you don’t meet every single qualification but believe you can excel in the role based on what it requires - we encourage you to apply. - We are an equal opportunity employer and welcome applicants from all backgrounds, experiences, and perspectives. - Even if it’s not listed as a formal requirement, we truly value candidates who have clear familiarity with the prop trading industry and us, our mission and what we do. Not the right fit for this role? If this role isn’t the right match but you have experience in trading operations, customer success, compliance, support, partnerships, or a related area - we still want to hear from you. Join our Talent Pool and we’ll reach out when a relevant role opens.