Role Description The Sr Manager, Capital Markets and Treasury reports to the Director of Capital Markets and is responsible for forecasting and optimizing corporate cash among the organization's operating entities. The Sr Manager will work to enhance existing corporate cash forecasting models and processes by integrating data from the organization’s financial systems and forecasting sources and uses of cash based on the organization's planned operating and financing activities. The Sr Manager will work closely with Finance leadership, Treasury, FP&A, Capital Markets, Data Management, Controllers, Sourcing, and business lines. Responsibilities - Responsible for the organization’s overall liquidity management and enterprise corporate cash forecast. - Enhance cash forecast model effectiveness and transparency by improving reporting and integrating cash management data sources. - Aggregate internal data and vendor cash management data to create a robust and capable cash management forecasting platform. - Perform back-testing of forecast to identify and implement improvement opportunities. Qualifications - Bachelor’s degree plus 4 - 8 years’ experience in finance, capital markets, investment banking or investment management (or Master’s degree and equivalent combination of education and experience). - Excellent Excel skills including pivot tables, vlookups, macros and SQL. - Ability to work in a fast-paced and highly dynamic business environment. - Excellent problem-solving and communication skills. - Results-oriented team player with a strong work ethic and attention to detail. Requirements - #LI-REMOTE - #LI-RR1 Company Description Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $21.3 billion in responsible and affordable credit, saved its members more than $2.5 billion in interest and fees, and helped its members set aside an average of more than $1,800 annually.

• Partner closely with assigned Channel Director(s) to support territory strategy, partner engagement, and revenue growth. • Prepare and deliver accurate, timely quotations for partners, ensuring all required information is complete and aligned with company standards. • Actively support territory revenue growth by helping partners identify, qualify, and advance customer opportunities. • Engage assigned C and B partners through proactive outreach that strengthens relationships and drives partner productivity. • Support existing partners in maximizing base revenue performance and expanding customer opportunities. • Provide accurate, current pricing information for requested products and services. • Build and maintain professional relationships with customers, partners, and internal stakeholders. • Ensure quotes and related activities comply with company policies, procedures, and approval requirements. • Deliver a responsive, high-quality partner experience by addressing inquiries, concerns, and follow-up needs promptly. • Collaborate with the channel team to ensure opportunities are properly qualified, prioritized, and pursued. • Support sales operations activities, including data entry, reporting, funnel management, and forecasting in Salesforce CRM. • Contribute ideas and feedback that improve sales processes, operational efficiency, and partner effectiveness. • Participate in company, department, and sales meetings as requested. • Assist assigned Channel Director(s) with recruiting, developing, and training new channel partners within the assigned territory. • Partner with Solutions Engineering to help shape and implement customer solutions. • Coordinate with sales, technical operations, engineering, and customer success teams to troubleshoot issues and support timely resolution.

Role Description As a Senior Manager, Enterprise Data Migration (internally Senior Manager, Data Operations), you are the driving force behind data migration strategy and execution for our most complex franchise organizations. You own the end-to-end data migration lifecycle, from discovery and planning through execution and validation, ensuring franchise partners experience a seamless transition onto our platform. You combine deep technical fluency with strong executive presence, enabling you to operate confidently at all levels of a franchise organization, from hands-on troubleshooting with operational teams to strategic alignment with C-suite leaders. You inject operational rigor and build repeatable data migration playbooks, locking in the strategic foundation today while establishing a flexible trajectory that positions the division to scale dynamically alongside business growth. Your success is measured by migration quality, partner confidence, speed to value, cross-functional product influence, and your ability to build scalable, repeatable processes that raise the bar across the organization. Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success. What you do Each Day - Lead the full data migration lifecycle for franchise partners by conducting structured discovery sessions and designing rigorous transition roadmaps. - Map legacy data structures and identify critical risks, blockers, or dependencies before the initialization of a migration plan. - Troubleshoot technical errors or edge cases within platform import environments alongside Product and Engineering stakeholders. - Translate platform capabilities and constraints into transparent, strategic, partner-facing communications to guide tradeoffs. - Establish high-trust relationships with franchise operators through data-backed recommendations and sound execution under pressure. - Align C-suite sponsors, operational leads, and IT contacts around a unified, comprehensive enterprise migration strategy. - Voice the technical needs of franchise partners during internal planning sessions to help shape the roadmap for data tooling. - Collaborate with Sales, Onboarding, and Support to ensure seamless customer handoffs from pre-sale through stabilization. - Build scalable frameworks, toolkits, and playbooks that standardize data delivery across the enterprise portfolio. Qualifications - 7-8 years of experience in data operations, technical account management, implementation, or customer success within a SaaS environment. - Demonstrated expertise directing complex data migrations or technical onboarding programs for multi-location or franchise business models. - Proven experience driving team efficiency or output quality through the strategic use of AI tools and automation. - Strong technical acumen with structured data and formats (i.e. CSV, JSON, APIs) alongside advanced proficiency in spreadsheet tooling (i.e. Excel, Google Sheets). - Familiarity with scripting or relational databases is preferred (i.e. Python, SQL). - Track record of translating complex technical environments into crisp narratives for non-technical executives. - Experience refining organizational processes, playbooks, and delivery structures in a fast-moving environment. - Bachelor's degree or equivalent work experience. What Will Help You Succeed - Proven resilience to learn from scratch, has a builder mentality and successfully thrive in ambiguity. - A multi-dimensional background with a breadth of cross-functional interests or depth of specialized mastery. - Analytical groundings matched with executive presence, enabling you to dissect a data anomaly and present a high-level corporate roadmap with equal clarity. - Steady decision-making behaviors under compressed timelines, injecting structure where processes do not yet exist. - True passion for customer outcomes, choosing to evaluate personal success against partner confidence and platform adoption. Location Dependent Information This role is open to candidates and the expected salary range for this role is $92,000-$108,000 annual OTE (base salary + performance variable). The specific salary for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This role is also eligible to participate in Housecall Pro’s equity plan and the following benefits: health care insurance (medical, dental, vision, disability), employee assistance program, 401(K), flexible time off, paid parental leave, tech reimbursement, and other company benefits. Housecall Pro is growing fast and we’re scaling our team to help enable and accelerate our growth.

• Perform and manage application design, testing, and troubleshooting to support the organization's manufacturing and ancillary systems • Be a functional expert on manufacturing system’s functional capabilities and usage • Collaborate with stakeholders to understand current and future state strategy, needs and requirements • Recommend and drive best practices, processes, metrics, and models • Review system release notes and determine functionality that will benefit the business • Facilitate workshops and discussions to reach answers to critical design topics • Evaluate business needs, research, and perform impact analysis of new requirements or changes • Provide solutions to improve productivity, drive process efficiencies and overall continuous improvement • Administer/model and support applications based on Integer stakeholders requirements • Participate in system validations, produce documentation including user testing scripts • Advise management on business integration strategies • Prepare user documentation and conduct user training sessions • Act as a coach and mentor to other colleagues • Stay aware of emerging technology and propose options to leverage • Stay apprised of industry changes related to manufacturing technologies to influence product changes that continue to meet the needs of the business • Facilitate MES Knowledge Sharing across sites to ensure learnings are leveraged by all in organization • Participate in the development of the strategic product roadmap • Serve as the primary point of contact for functional issues with vendors, IT and manufacturing operations