• Own two critical pillars of our fintech business: bookkeeping operations and capital operations • Build and lead the operational foundation for Jobber's bookkeeping product • Run the operational backbone of Jobber's lending products • Build and own the reporting that gives leadership real-time visibility into capital performance, and bookkeeping health • Design and document the policies, controls, and standard operating procedures that underpin your areas of ownership • Partner closely with Support, Legal, Finance, Product, Analytics and Engineering to ensure compliance and operational requirements get embedded early

• Hold the 3PL partner accountable to contracted SLAs and KPIs by monitoring performance, conducting structured reviews, and tracking corrective actions for any identified gaps. • Serve as the primary liaison between the 3PL partner and Spreetail’s central functions (Technology, Transportation, Account Management), translating strategic requirements into clear operational instructions. • Monitor real-time inventory levels, order statuses, and shipment planning via our WMS (Linnworks) to ensure on-time delivery and proactively flag discrepancies across B2B and B2C flows. • Ensure strict 3PL adherence to Spreetail’s Standard Operating Procedures (SOPs), acting as the lead point of contact for rolling out system updates, new SOPs, or new client onboardings. • Produce regular operational reports for internal stakeholders and analyze WMS data to track metrics like on-time shipment (OTS), order accuracy, and inbound receive performance. • Identify continuous process improvement opportunities within 3PL operations and build collaborative, solutions-focused relationships to implement effective changes.

• Coordinate operational activities that support both Commercial and Government software business. • Develop training materials, guides, and reference documents to support Commercial and Government processes. • Maintain and improve internal processes, checklists, and standard operating procedures across Commercial and Government workflows. • Track the accuracy of Commercial and Government account data in Salesforce, including contract modifications and related updates. • Support Commercial quoting in Salesforce and CPQ, and maintain Government pricing data and DLA price books. • Partner with Sales, Legal, Product Management, Implementation, Customer Support, HR, and Operations to support contract requirements, staffing needs, and customer execution. • Collaborate with HR, Legal, and Operations to ensure resource-related requirements, such as site access, background checks, training, and certification mandates, are understood and incorporated into planning. • Monitor relevant regulations, policies, and guidance related to acquisitions, health IT, cybersecurity, and data protection, and communicate important updates to stakeholders. • Maintain accurate, organized records of contracts, modifications, price lists, approvals, and related correspondence in accordance with company policy and applicable requirements. • Ensure Salesforce CRM data remains current, accurate, and complete for Commercial accounts, Government accounts, vendors, and distributors. • Prepare reports and dashboards on pipeline activity, pricing updates, account status, and key milestones for leadership and cross-functional partners. • Comply with all applicable U.S. Food and Drug Administration (U.S. FDA) medical device regulatory requirements, applicable ISO 13485 standard requirements and all other applicable laws, regulations and standards.

Role Description We are seeking an organized, detail-oriented, and analytical individual to support finance and operational processes across the company. This is an entry-level position. No prior experience in our industry, accounting, or specific systems is required. We provide extensive training and expect successful candidates to spend significant time learning company processes, workflows, and business operations. The ideal candidate enjoys learning, solving problems, and understanding how systems work. While the role involves established procedures and recurring responsibilities, success comes from understanding how those tasks fit into larger workflows and business processes. This is not a passive data-entry position. Attention to detail, curiosity, and a willingness to investigate issues and ask questions are critical to long-term success. This is not a traditional accounting role. While the position supports finance operations, the majority of the work involves: - Learning complex workflows - Troubleshooting issues - Investigating discrepancies - Supporting internal systems - Helping maintain critical operational processes Responsibilities - Support accounts payable, billing, and finance-related operational workflows - Maintain internal trackers, reports, and documentation - Review data for accuracy, identify discrepancies, and investigate unexpected results - Verify information across multiple systems and sources - Assist with reporting, reconciliations, and financial operations - Learn and reliably execute established workflows and procedures - Communicate questions, findings, and potential concerns proactively - Escalate issues when information cannot be confidently validated - Serve as a dependable backup resource for critical business processes What We Expect - You are not expected to know everything on day one. We will teach company-specific processes, workflows, systems, and business operations. - Successful candidates should expect significant guidance and support during the learning process. - What matters most is the ability to absorb new information, retain knowledge, connect concepts, and steadily build independence over time. - The ideal candidate is comfortable asking questions, applying feedback, and taking ownership of responsibilities as their understanding grows. Qualifications - Strong attention to detail and organizational skills - Demonstrated analytical and problem-solving ability - Curiosity and willingness to understand how processes work - Ability to learn new concepts and systems effectively - Strong sense of ownership and accountability - Ability to work independently and manage priorities effectively - Comfort working with data and structured information - Willingness to investigate inconsistencies and seek clarification before proceeding when something does not appear correct - Strong computer literacy and comfort learning new software and systems - Demonstrates sound judgment regarding uncertainty and is comfortable distinguishing between verified information, assumptions, and unresolved questions Strongly Preferred - Experience with analytical coursework, programming, quantitative problem solving, data analysis, spreadsheets, research, or other environments that require logical reasoning - Ability to follow how inputs affect outputs within a process or system - Comfort understanding basic logical conditions and decision-making structures - Ability to investigate unexpected results, identify potential root causes, and reason through possible explanations - Ability to escalate questions when information cannot be confidently validated - Adaptability and willingness to learn unfamiliar tools, systems, and processes - Comfort working through ambiguity and identifying potential issues before they become larger problems Examples may include experience with: - Python - MATLAB - SQL - Statistics or data analysis coursework - Spreadsheet formulas - Engineering or quantitative modeling - Research projects - Other analytical or technical problem-solving environments Educational Background - Candidates from analytically rigorous disciplines may be particularly well-suited for this role, including: - Mathematics - Statistics - Computer Science - Engineering - Physics - Information Systems - Analytics - Other quantitative or analytical disciplines - Accounting, finance, and other business-related backgrounds are welcome; however, success in this role is driven more by analytical reasoning, learning ability, and systems thinking than by prior accounting knowledge alone. - Equivalent experience demonstrating strong analytical aptitude will also be considered. Who Succeeds in This Role Successful candidates tend to enjoy learning and developing a deeper understanding of how systems and processes work. They are naturally curious and often ask questions such as: - Why did this happen? - What caused this result? - Is this expected? - What information should I verify before moving forward? - Does this make sense based on what I know? Successful candidates are comfortable working through uncertainty. When they encounter information that appears inconsistent, incomplete, or unexpected, their instinct is to investigate, ask questions, and seek understanding before moving forward. They are comfortable saying “I don’t know” when information has not been verified and are motivated to seek evidence before drawing conclusions. They do not need to know every answer immediately. However, they are motivated to understand why something happened, what caused a result, and whether additional verification is needed. Strong performers in this role tend to view unfamiliar systems and processes as learning opportunities rather than obstacles. They are adaptable, curious, and willing to work through complexity rather than avoid it. The ideal candidate does not need to know every answer immediately. Instead, they are motivated by learning, retain information well, ask thoughtful questions, and enjoy building understanding over time. Equal Opportunity Employer We are an Equal Opportunity Employer and are committed to creating an inclusive workplace for all employees. We make employment decisions based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We are committed to providing reasonable accommodations to qualified individuals with disabilities and to applicants during the hiring process, consistent with applicable law.