Document and maintain knowledge of core enterprise system data flows and integration points.
Direct internal resources and external vendors to execute system configurations and customizations.
Partner with various leaders to understand workflows and identify opportunities for automation and efficiency.
E Source helps utilities navigate the complexities of a rapidly changing landscape. They are a professional services firm with 450+ employees across the US and Canada that focuses on research, data and analytics, and technology for the utility industry.
Own HubSpot governance end-to-end and establish a formal request process for configuration and data changes.
Audit and consolidate the Zapier and broader automation layer that writes to HubSpot or other core systems.
Maintain working knowledge of adjacent systems and serve as the connective tissue between business operations and Engineering.
Backflip is a venture-backed FinTech company committed to becoming the leader in residential real estate investment financing. They aim to increase people’s love for their communities by investing in housing and improving the physical world.
Run regular maintenance, testing, and reconciliations.
Partner with Accounting and Finance teams to troubleshoot issues.
Build and maintain financial reports and dashboards.
Ethos is a leading life insurance technology company with a mission to protect families by democratizing access to life insurance and empowering agents at scale. They offer instant, accessible products and a seamless online process.
Serve as the primary liaison between business stakeholders and technical teams, ensuring the Canadian business requirements are effectively translated into scalable, user-centric solutions.
Partner closely with the CA Programs team, CA Data Operations, NA IT, NA Commercial Platforms, and Salesforce Administrators to design, configure, and optimize the custom redemption solution.
Act as the representative for the Canadian business, supporting necessary changes and ensuring redemption requirements are met throughout the project lifecycle.
Syngenta Crop Protection keeps plants safe from planting to harvesting. They are headquartered in Switzerland and help farmers to counter threats and ensure enough safe, nutritious, affordable food for all while minimizing the use of land and other agricultural inputs.
Manage and support the global finance application landscape.
Streamline financial processes by supporting system enhancements and resolving complex issues.
Partner with Finance and IT stakeholders to deliver effective system solutions.
BETSOL engineers the AI-powered enterprise and accelerates cloud transformation for enterprises across 17+ countries with AI and cloud-native solutions. They're an employee-centric organization with comprehensive health insurance, competitive salaries, and volunteer programs.
Demonstrating product knowledge of Sage Intacct while supporting data requirements, translating requirements into implementation, configuration for testing events, report development and ultimately supporting the deployment into a production state.
Demonstrating problem solving techniques to succinctly organize facts and recommendations.
Establishing project governance and collaboration with other project team members and contractors to ensure successful delivery of client projects through entire implementation lifecycle (Analyze/Design, Build/Test, Deploy and Support)
Wipfli is a consulting and accounting firm that provides a wide range of services to businesses across various industries. They focus on helping clients improve their financial performance, streamline operations, and achieve their strategic goals. The company employs a team of experienced professionals and fosters a collaborative and client-focused culture.
Lead the strategy, optimization, and evolution of critical enterprise and manufacturing systems.
Drive initiatives focused on ERP platforms, enterprise integrations, operational workflows, and systems modernization.
Partner with Manufacturing, Operations, Engineering, Finance, and IT to improve business systems interaction across the enterprise.
IonQ is the world’s leading quantum platform and merchant supplier delivering integrated quantum solutions. Headquartered in College Park, Maryland, IonQ has operations in multiple countries and is committed to making quantum platforms more accessible and impactful.
Drive the improvement and evolution of business operations by understanding the company's continuously changing needs.
Coordinate and facilitate cross-functional stakeholders in analyzing business processes and recommending solutions.
Manage communication and status updates of inflight work and initiatives to keep business stakeholders informed.
symplr is revolutionizing healthcare operations with a first-of-its-kind platform that drives effective, efficient, and connected workflows. They are a remote-first company with employees working across the United States, India, and the Netherlands and they value teamwork, championing customers, and leading through equality and integrity.
Deliver data integrations into our product as part of our customer success team.
Lead data integration aspects of the solution, across various customers and technologies.
Support the product support team on integration-related issues.
Datarails is a small FP&A platform (~350 employees globally) designed to streamline and automate data consolidation, reporting, and planning, allowing finance teams to continue using their own Excel spreadsheets and financial models. They foster a collaborative, team-oriented environment.
Own the full Lead-to-Opportunity (L2O) process, from lead capture to opportunity closure.
Manage a team of Salesforce Developers and Business Systems Analysts (BSAs) in an agile environment.
Lead the design and configuration of Sales Cloud, ensuring data integrity and system scalability.
Coupa provides a total spend management platform, leveraging community-generated AI for businesses. They empower smarter business decisions to improve operating margins and value collaboration, teamwork, transparency, and a shared commitment to excellence.
Shape and champion the core finance systems strategy to improve workflows and promote automation, analytics, and AI.
Develop and own a strategic 3-year finance system transformation roadmap, prioritizing initiatives based on business impact and feasibility.
Lead cross-functional system transformation initiatives as both a strategist and hands-on project leader, ensuring data accuracy and audit readiness.
The Wikimedia Foundation is the nonprofit that operates Wikipedia and other free knowledge projects, aiming for a world where every human can freely share in the sum of all knowledge. It is a charitable, not-for-profit organization with staff in over 40 countries, fostering a diverse, inclusive, and mission-driven culture.
Own the integrity of CEA's financial records and lead our accounting, compliance, and payments functions.
Manage the close process, oversee external bookkeepers, lead audits, and build out the accounting and payments team as we scale.
Serve as CEA's primary NetSuite administrator and work closely with the Head of Finance on multi-entity consolidation.
The Centre for Effective Altruism stewards the movement of people putting effective altruism principles into practice to solve the world's most pressing problems. Our work centers on growing and supporting a global community of people who rigorously analyze where they can do the most good.
Review and post all credit card charges and employee reimbursements
Remit sales and use taxes monthly/quarterly/as due
ACT Power Services provides industry-leading services for clients, specializing in solar and storage technologies. The company maintains a client-focused approach, leveraging a world-class team and state-of-the-art technology to maximize production and ensure safety.
Support client technology onboardings and setups, including email creation, phone number provisioning, and CRM configuration.
Manage ongoing client administration, ensuring systems, access, and data stay current and accurate throughout engagement lifecycle.
Build and maintain Airtable back-end integrations to support internal tracking, reporting, and operational workflows.
The Sales Factory builds the future of B2B sales, partnering with high-growth technology, banking, manufacturing, and SaaS companies to help them generate pipeline, scale outbound efforts, and drive revenue growth. Founded in 2018, the company has grown into an award-winning global organization with a fast-moving, high-accountability culture.
Serve as the primary administrator for Salesforce and the broader sales tech stack.
Administer, monitor, and optimize lead routing logic to ensure leads are distributed fairly.
Assist in the evaluation, implementation, and integration of new sales technologies that increase rep productivity.
Forward Financing is a financial technology company based in Boston, Massachusetts. They unlock the capital that fuels small businesses across America and are recognized as a Best Place to Work, investing in its employees, technology, and customer experience.
Responsible for the architecture, governance, scalability, and operational effectiveness of Firstup’s go-to-market systems ecosystem.
Leads the strategy and execution of CRM, CPQ, integrations, automation, and data governance initiatives that enable efficient and scalable revenue operations.
Partners cross-functionally with Revenue Operations, Finance, Product, Engineering, and GTM leadership to ensure systems reliability, process optimization, and high-quality business intelligence.
Firstup improves the employee experience at every moment that matters. They serve 40 of the Fortune 100 companies, reaching and connecting more than 17 million employees daily and are experts in the employee experience, workforce communications and technology.
Own the configuration, optimization, and day-to-day operation of our HubSpot instance.
Translate frontline feedback into concrete CRM improvements.
Partner closely with Operations, Product, Engineering, and the broader Enrollment team.
Ceresti is on a mission to reduce avoidable hospitalizations and improve care for people living with dementia while improving the lives of their families and caregivers. They are a tech-enabled dementia care provider with a differentiated model of care that improves outcomes.
Serve as HubSpot administrator and internal subject matter expert, managing pipeline configuration, automation, permissions, and reporting.
Design scalable workflows that align Sales, Marketing, and Customer Success.
Translate CRM and marketing data into actionable insights for the Chief Growth Officer and leadership team.
Shine Early Learning aims to eliminate the gap between children’s inherent potential and their achievement in school and life. As part of the Strategy & Growth team, you’ll help build the systems and infrastructure that make mission-aligned growth possible.
Design and implement CRM architecture improvements, including custom objects and automation, to increase efficiency across Growth and Customer Success organizations.
Define systems integration roadmaps and own contract lifecycle management, scaling operations from off-season to high-volume peak-season contracting.
Build forecasting infrastructure, manage dashboards, and extend CRM architecture to support post-sale customer success operations and reporting.
Pearl Health empowers primary care providers, health systems, and physician-led networks to succeed in value-based care with technology, financial tools, and expert services. The company, founded in 2020 and backed by premier investors, partners with thousands of providers across 44 states.
Execute end-to-end implementation of software solutions, including client evaluation, integration planning, and data migration.
Collaborate with team leads to consult clients on solutions and provide clear training and user support for software adoption.
Conduct in-depth analysis of client business processes to identify gaps and recommend enhancements that streamline workflows and ensure data integrity.
Breezy is a firm that helps clients with the optimal configuration, integration, and maintenance of financial and operational software systems. It operates within a collaborative environment, offering exposure to a wide variety of industries and international business environments while emphasizing clear career progression and mentorship.