Role Description In this newly created position at a high-growth company, you’ll take the lead in building and scaling logistics and fulfillment during the next phase of growth. The Senior Logistics & Fulfillment Manager is a senior role reporting to the COO and overseeing logistics, inventory, and fulfillment operations. As a newly created role, you'll step in ready to address growth-related challenges while strengthening the systems, processes, and team that support the company's expanding operations. You'll improve processes and systems, and manage and evolve our 3PL relationships. This role is ideal for someone who enjoys solving complex problems, optimizing workflows, and rolling up their sleeves to drive results. You'll leverage the people, processes, and systems currently in place while building a scalable, high-performing logistics and fulfillment function. Simultaneously, you'll dig into big-picture goals for how to scale our logistics, inventory, and fulfillment team into a high-performing unit. You'll be accountable for key operational metrics including order accuracy across D2C and B2B channels, inventory accuracy, cost per unit shipped, on-time delivery rates, 3PL partner performance (timeliness, accuracy, responsiveness), and overall customer satisfaction related to fulfillment. - Lead and develop a team of two direct reports (Inventory & Fulfillment Coordinator and Logistics Manager), providing support and backup coverage when needed - Manage relationships with two 3PL partners, holding them accountable to performance, service levels, and operational standards - Review OTIF scorecards for 3PL partners and investigate root causes of issues - Establish and monitor order accuracy targets across both D2C and B2B channels - Oversee inventory movement processes to ensure accuracy, efficiency, and alignment with demand - Track, analyze, and report on key operational KPIs including order accuracy, inventory accuracy, cost per unit shipped, on-time delivery rates, and 3PL performance - Troubleshoot system and operational issues impacting fulfillment and logistics workflows - Monitor D2C fulfillment performance and closely manage Walmart outbound operations, including oversight of the fix-it portal - Optimize shipping methods and costs by auditing freight charges, reviewing carrier bills, and identifying savings opportunities - Manage claims, damaged shipments, and reverse logistics processes to minimize loss and improve customer outcomes - Lead process improvement initiatives to improve on-time delivery, reduce shipping damage and errors, and quickly identify and resolve operational issues - Analyze operational trends and performance data to uncover improvement opportunities and operational risks - Provide data-driven insights and recommendations to leadership to support operational and strategic decisions - Streamline workflows to eliminate bottlenecks and support scalable growth - Create, document, and maintain standard operating procedures (SOPs) for logistics, inventory, and fulfillment processes Qualifications - Experience managing and evaluating 3PL partners, with a track record of holding providers accountable to performance, accuracy, and service standards - CPG industry experience with an understanding of lot tracking, compliance requirements, inventory velocity, and the operational nuances of consumer packaged goods - Proven ability to scale logistics, inventory, and fulfillment operations in a high-growth environment - Direct experience with retailers like Target, Walmart and Costco - Hands-on problem solver who proactively tackles challenges and drives solutions - Comfortable operating both strategically (improving systems and processes) and tactically (diving into details when needed) - Thoughtful leader who leads by example, communicates effectively across teams and external partners, and operates well in fast-paced, ambiguous environments - Self-starter who can quickly ramp up, identify priorities, and drive progress independently - Data-driven decision maker who uses metrics and analysis to guide operational improvements - Experience with inventory management systems (Cin7 experience a plus) - Working knowledge of EDI and experience coordinating with EDI providers - Familiarity with TMS, WMS, and 3PL management portals - Strong Excel and data analysis skills, including building dashboards and identifying operational trends - Quick learner with the ability to rapidly master new systems and tools - Willingness to travel occasionally to 3PL and co-packer facilities Benefits - $110,000 - $140,000 salary - 100% paid Health insurance premiums for employees - Vision & Dental coverage - 401(k) plan - Flexible PTO

Role Description The Lead, Product Mastery & Enablement is responsible for building and operationalizing product mastery across the organization. This is a hands-on, individual contributor role focused on designing and delivering role-specific education that enables Sales, Product, Operations, and Client Success teams to develop deep fluency in the company’s products, services, workflows, and value proposition. Operating within a complex, multi-product ecosystem (SaaS, BaaS, PaaS, Premium Finance), this role will translate product complexity into clear, structured, and actionable learning experiences that improve revenue execution, accelerate onboarding, increase confidence, and enhance client outcomes. The Lead will partner closely with Product, Sales, Operations, and the Knowledge Team to build scalable enablement systems from the ground up, while directly delivering training, certification, and adoption programs. Key Responsibilities - Product Mastery Framework: - Design and implement a company-wide Product Mastery framework across SaaS, BaaS, PaaS, and Premium Finance. - Define products fluency standards by role and level across the organization. - Build structured internal certification pathways aligned to role expectations. - Establish mastery benchmarks tied to performance expectations and career progression. - Role-Based Enablement Programs: - Sales: - Industry context, target markets, and product positioning. - Value articulation and competitive differentiation. - End-to-end sales lifecycle understanding, including implementation, client experience, and ongoing success. - Product and workflow fluency across PaaS, PFaaS, gotoPF, and BaaS (as applicable). - Scenario-based objection handling. - Expansion opportunities within existing clients and partners. - Product ecosystem fluency across all lines of business (as applicable). - Strategic solution positioning for complex and enterprise opportunities (as applicable). - Ability to navigate both transactional sales cycles and complex, multi-stakeholder partnership engagements (as applicable). - Ability to identify clients' priorities and position solutions that balance value, experience, and long-term scalability. - SaaS Product Management: - Deep understanding of current clients and their needs. - End-to-end workflow mastery by line of business (Premium Finance or PaaS). - PBS through the lens of the end user (in partnership with Operations). - BaaS, PF or PaaS Product Management (Operations): - Deep understanding of current clients and their needs. - End-to-end workflow mastery by line of business. - Escalation and exception handling. - Risk, compliance, and financial implications of operational decisions. - Solutioning discipline: evaluate and prioritize problems based on stakeholder impact (client vs. end customer), balancing contractual obligations, client value, customer experience, and long-term scalability. - Hands-On Training Delivery & Certification: - Deliver live workshops, simulations, and applied learning sessions. - Build real-case training scenarios grounded in client and operational realities. - Design and manage knowledge validation and certification programs. - Reinforce learning through practical application and continuous iteration. - Measurement & Continuous Improvement: - Define and track metrics related to product mastery and enablement effectiveness. - Measure impact on time-to-productivity, sales performance, product adoption, and operational accuracy. - Continuously refine programs based on data, feedback, and evolving business needs. Qualifications - 6-10+ years of experience in B2B SaaS, fintech, insurtech, financial services, or similarly complex, multi-product environments. - Demonstrated experience operating within multi-product or platform-based organizations (e.g., SaaS + financial products, or any bundled solutions), with a strong understanding of how products interconnect across workflows and client use cases. - Proven experience building and executing product enablement programs from scratch, ideally as an individual contributor. - Experience translating complex product systems into clear, structured, and actionable learning experiences for diverse audiences (e.g., Sales, Product, Operations, Client Success). - Strong product and business acumen, with the ability to connect product capabilities to customer value, operational workflows, and revenue outcomes. - Experience supporting go-to-market teams in complex, multi-stakeholder sales environments through product education, value articulation, and solution positioning. - Demonstrated systems thinking, with the ability to simplify interdependencies across product lines, processes, and teams into scalable frameworks. - Ability to operate effectively in a hands-on, build-and-deliver environment with limited resources. - Experience measuring the impact of enablement initiatives using business metrics (e.g., revenue performance, time-to-productivity, adoption, error reduction). Core Competencies - Multi-Product Systems Thinking – Ability to understand and simplify complex product ecosystems into actionable frameworks. - Product-to-Value Translation – Connecting product functionality to real-world business outcomes and client impact. - Instructional Design for Professionals – Designing applied, role-based learning for professional roles. - Hands-On Execution & Builder Mindset – Willingness and ability to create, deliver, and iterate directly. - Go-to-Market & Commercial Acumen – Understanding how product knowledge drives revenue and growth. - Operational & Risk Awareness – Awareness of downstream impacts across operations, compliance, and client experience. - Influence Without Authority – Driving alignment across Product, Sales, and Operations. - Data-Driven Enablement – Using metrics to continuously improve learning effectiveness and business impact.

• Own and maintain a prioritized product backlog with epics, features, and user stories. • Write clear acceptance criteria and ensure development teams understand and accept user stories. • Drive agile ceremonies including sprint planning, backlog refinement, and sprint reviews. • Collaborate with UX designers and developers to ensure a seamless, user-centered digital experience. • Translate product manager vision and market insights into prioritized features and a delivery roadmap. • Act as the communication bridge between technology teams and product managers to resolve questions and align expectations. • Communicate product status, updates, and outcomes to stakeholders and relevant audiences. • Mentor Product Owners and contribute best practices across teams. • Identify opportunities for process or technology improvements within the team.

Role Description As a Product Manager, you will be responsible for helping develop and grow our product offerings. You will work cross-functionally to support innovation and contribute to the end-to-end product life cycle. Your foundational understanding of product development, combined with your curiosity and collaborative mindset, will be key in supporting the growth and success of our platforms. A background in market research, particularly with qualitative or quantitative panel management software, is a plus. - Exhibit strong communication skills, fostering a collaborative and team-oriented environment - Gather requirements from stakeholders to ensure the product meets business needs and translate to developer requirements - Work closely with the engineering team to ensure that the product is built to specification and meets the customer’s needs - Be the expert in your product space for customers, business leaders, development teams, and other stakeholders to drive product success - Develop, drive, and maintain product roadmaps and backlogs based on business needs and stakeholder feedback - Observe and track trends in the marketplace and identify potential outcomes or opportunities that can be supported by an existing product - Collaborate with product designers to ideate and build prototypes for new features, enhancing user experience - Lead Agile meetings such as sprint planning, sprint review, etc. - Implement product enhancements using agile principles, ensuring flexibility and responsiveness to change Qualifications - Bachelor's degree in business, engineering, computer science, or related field - Advanced degree a plus but not required - At least 3 Years in Product Management - Knowledge of Agile and Lean product management methodologies and tools, such as Scrum, Kanban, or Lean Canvas, for iterative product development and continuous improvement - Familiarity with tools and software used in product management, such as Jira, Asana, Github, or similar project management platforms - Familiarity with qualitative or quantitative market research platforms and panel management software — experience with qualitative or quantitative research tools (e.g., online discussion boards, survey platforms, panel portals) is a strong plus Requirements - Experience contributing to enterprise level digital projects for a diverse groups of stakeholders - Proficiency using AI tools (e.g., ChatGPT, Claude, Copilot) to accelerate product workflows - Fundamental understanding of product management, software development processes, and user experience (UX) design - Expertise in effectively communicating to a diverse range of stakeholders using multiple methods, including digital platforms, written communication, and verbal presentations - Ability to work and coordinate with 3rd party clients and vendors - Ability to evaluate AI-powered features and integrations critically, with an understanding of where AI adds genuine value for users versus where it introduces risk or friction - Ability to interpret complex and technical information, adopting the most suitable communication method to simplify and ensure understanding based on the audience's needs - Proficient in sifting through complex data to recommend approaches that will enhance processes and tasks, driving continuous improvement - Fundamental understanding of technical aspects (i.e. how API’s work, databases, etc) Benefits - Medical - Dental - Vision - 401K