Title: IT Operations Analyst

Hiring Manager: Dave Bergen

About Sezzle:

With a mission to financially empower the next generation, Sezzle is revolutionizing the shopping experience beyond payments, blending cutting-edge tech with seamless, interest-free installment plans that make shopping smarter and more accessible. We’re not just transforming payments; we’re redefining how people discover, interact with, and purchase the things they love while driving real impact on merchant sales through increased conversions and higher order values. As we continue to shape the future of fintech and retail, we’re building an innovative, dynamic team passionate about creating more than just a transaction but a truly unique shopping journey. If you’re excited about pushing boundaries in tech and delivering a game-changing experience for consumers and merchants alike, come join us at Sezzle and help create the future of shopping!

About the Role:

We are seeking a talented and motivated IT Operations Analyst who is best in class, with a high IQ and a high EQ. This role presents an exciting opportunity to thrive in a dynamic, fast-paced environment within a rapidly growing team, with strong prospects for continued growth and increased ownership.

You will be an integral part of the IT Operations team as we continue to grow our presence in Colombia. As Colombia’s IT Operations point of contact, you will be accountable for local device inventory management, Google Workspace administration, MDM implementation, and ongoing maintenance. Most importantly, you will provide our end users the highest level of IT Support.

Compensation

The compensation range for the role is $1,500 - $2,000 USD GROSS per month as a contractor. Specific compensation offered to a candidate may be dependent on factors such as education, experience, qualifications, and alignment with market data. Exceptional candidates may receive salaries outside of the posted ranges.

What You’ll Do:

• Be the one of the main points of contact for device inventory procurement, deployment, physical security, and management for employees in Colombia, including macOS and Windows OS-based devices.
• Respond promptly to incoming ITSD tickets in Jira, working on the issue from inception to completion.
• Contribute to working down assigned items in our existing Jira backlog of initiative-based elements as we work to continue to be a more proactive IT Operations team.
• Maintain a high level of technical change awareness regarding our large application stack and be well-versed in IT Security. You should possess the ability and confidence to convey this information accurately to the larger engineering team and, in some cases, the organization as a whole.
• Obtain and provision hardware and software requests as assigned. This position requires on-call responsibilities and occasional after-hours work.
• Conduct IT Operations onboarding training for organization new hires, as well as processing IT-focused employee termination responsibilities
• Contribute to existing and future IT audit work on access control history and quarterly software vendor audits.

What We Look For:

• Applicants must be fluent in English.
• Due to the nature of this role, candidates must be based in Bogota, Colombia, and able to work both remotely and in-office when required.
• Experience between 2 -6 years
• Has a team-oriented mindset, sharing the workload but also being willing to step up when resources are minimized. Our ideal candidate is an excellent communicator who shows patience and a willingness to learn.
• Demonstrated experience working with Claude or equivalent large language model tools is required; candidates must be comfortable leveraging AI to enhance productivity, research, and communication.
• Systems and skills knowledge should include a high aptitude in cloud-based productivity suite administration, macOS device management and configuration using enterprise tools, IT service management platforms with experience in ticket automation and workflow design, enterprise Windows device management using third-party solutions, productivity software suite administration, and management of enterprise endpoint security platforms.

Preferred Knowledge and Skills:

• Possess the ability to be a self-starter:
  • Identify a problem.
  • Assess the situation and any variables
  • Work quickly and accurately to resolve the problem
  • Identify areas where processes can be improved to reduce the reoccurrence of existing problems
  • Take the initiative and work autonomously to implement the improvement.
• Ability to react to a rapidly changing organization with a true start-up mentality.
• Experience and comfort working on an agile team – an ideal candidate should be familiar with agile concepts, including Jira ticketing classification, pointing, and meeting workflows.
• Possess a high level of organization with the ability to document workflows accurately and in a manner that can be replicated. Change management is critical to the success of our IT Operations team for both auditing purposes and process improvement. Our ideal candidate would have experience and comfort in bringing these skills to Sezzle.
• Experience working with PCI-DSS, SOC 2 Type 2,  and CIS controls; specifically in implementation, documentation, administration, and continued adherence to these controls.

About You:

• You have relentlessly high standards - many people may think your standards are unreasonably high. You are continually raising the bar and driving those around you to deliver great results. You make sure that defects do not get sent down the line and that problems are fixed so they stay fixed.
• You’re not bound by convention - your success—and much of the fun—lies in developing new ways to do things
• You need action - speed matters in business. Many decisions and actions are reversible and do not need extensive study. We value calculated risk-taking.
• You earn trust - you listen attentively, speak candidly, and treat others respectfully.

What Makes Working at Sezzle Awesome?

At Sezzle, we are more than just brilliant engineers, passionate data enthusiasts, out-of-the-box thinkers, and determined innovators. We believe in surrounding ourselves with only the best and the brightest individuals. Our culture is not defined by a certain set of perks designed to give the illusion of the traditional startup culture, but rather, it is the visible example living in every employee that we hire.

#LI-Onsite #Full-time

Title: IT Operations Analyst

Hiring Manager: Dave Bergen

About Sezzle:

With a mission to financially empower the next generation, Sezzle is revolutionizing the shopping experience beyond payments, blending cutting-edge tech with seamless, interest-free installment plans that make shopping smarter and more accessible. We’re not just transforming payments; we’re redefining how people discover, interact with, and purchase the things they love while driving real impact on merchant sales through increased conversions and higher order values. As we continue to shape the future of fintech and retail, we’re building an innovative, dynamic team passionate about creating more than just a transaction but a truly unique shopping journey. If you’re excited about pushing boundaries in tech and delivering a game-changing experience for consumers and merchants alike, come join us at Sezzle and help create the future of shopping!

About the Role:

We are seeking a talented and motivated IT Operations Analyst who is best in class, with a high IQ and a high EQ. This role presents an exciting opportunity to thrive in a dynamic, fast-paced environment within a rapidly growing team, with strong prospects for continued growth and increased ownership.

You will be an integral part of the IT Operations team as we continue to grow our presence in Colombia. As Colombia’s IT Operations point of contact, you will be accountable for local device inventory management, Google Workspace administration, MDM implementation, and ongoing maintenance. Most importantly, you will provide our end users the highest level of IT Support.

Compensation

The compensation range for the role is $1,500 - $2,000 USD GROSS per month as a contractor. Specific compensation offered to a candidate may be dependent on factors such as education, experience, qualifications, and alignment with market data. Exceptional candidates may receive salaries outside of the posted ranges.

What You’ll Do:

• Be the one of the main points of contact for device inventory procurement, deployment, physical security, and management for employees in Colombia, including macOS and Windows OS-based devices.
• Respond promptly to incoming ITSD tickets in Jira, working on the issue from inception to completion.
• Contribute to working down assigned items in our existing Jira backlog of initiative-based elements as we work to continue to be a more proactive IT Operations team.
• Maintain a high level of technical change awareness regarding our large application stack and be well-versed in IT Security. You should possess the ability and confidence to convey this information accurately to the larger engineering team and, in some cases, the organization as a whole.
• Obtain and provision hardware and software requests as assigned. This position requires on-call responsibilities and occasional after-hours work.
• Conduct IT Operations onboarding training for organization new hires, as well as processing IT-focused employee termination responsibilities
• Contribute to existing and future IT audit work on access control history and quarterly software vendor audits.

What We Look For:

• Applicants must be fluent in English.
• Due to the nature of this role, candidates must be based in Bogota, Colombia, and able to work both remotely and in-office when required.
• Experience between 2 -6 years
• Has a team-oriented mindset, sharing the workload but also being willing to step up when resources are minimized. Our ideal candidate is an excellent communicator who shows patience and a willingness to learn.
• Demonstrated experience working with Claude or equivalent large language model tools is required; candidates must be comfortable leveraging AI to enhance productivity, research, and communication.
• Systems and skills knowledge should include a high aptitude in cloud-based productivity suite administration, macOS device management and configuration using enterprise tools, IT service management platforms with experience in ticket automation and workflow design, enterprise Windows device management using third-party solutions, productivity software suite administration, and management of enterprise endpoint security platforms.

Preferred Knowledge and Skills:

• Possess the ability to be a self-starter:
  • Identify a problem.
  • Assess the situation and any variables
  • Work quickly and accurately to resolve the problem
  • Identify areas where processes can be improved to reduce the reoccurrence of existing problems
  • Take the initiative and work autonomously to implement the improvement.
• Ability to react to a rapidly changing organization with a true start-up mentality.
• Experience and comfort working on an agile team – an ideal candidate should be familiar with agile concepts, including Jira ticketing classification, pointing, and meeting workflows.
• Possess a high level of organization with the ability to document workflows accurately and in a manner that can be replicated. Change management is critical to the success of our IT Operations team for both auditing purposes and process improvement. Our ideal candidate would have experience and comfort in bringing these skills to Sezzle.
• Experience working with PCI-DSS, SOC 2 Type 2,  and CIS controls; specifically in implementation, documentation, administration, and continued adherence to these controls.

About You:

• You have relentlessly high standards - many people may think your standards are unreasonably high. You are continually raising the bar and driving those around you to deliver great results. You make sure that defects do not get sent down the line and that problems are fixed so they stay fixed.
• You’re not bound by convention - your success—and much of the fun—lies in developing new ways to do things
• You need action - speed matters in business. Many decisions and actions are reversible and do not need extensive study. We value calculated risk-taking.
• You earn trust - you listen attentively, speak candidly, and treat others respectfully.

What Makes Working at Sezzle Awesome?

At Sezzle, we are more than just brilliant engineers, passionate data enthusiasts, out-of-the-box thinkers, and determined innovators. We believe in surrounding ourselves with only the best and the brightest individuals. Our culture is not defined by a certain set of perks designed to give the illusion of the traditional startup culture, but rather, it is the visible example living in every employee that we hire.

#LI-Onsite #Full-time

Title: IT Operations Analyst

Hiring Manager: Dave Bergen

About Sezzle:

With a mission to financially empower the next generation, Sezzle is revolutionizing the shopping experience beyond payments, blending cutting-edge tech with seamless, interest-free installment plans that make shopping smarter and more accessible. We’re not just transforming payments; we’re redefining how people discover, interact with, and purchase the things they love while driving real impact on merchant sales through increased conversions and higher order values. As we continue to shape the future of fintech and retail, we’re building an innovative, dynamic team passionate about creating more than just a transaction but a truly unique shopping journey. If you’re excited about pushing boundaries in tech and delivering a game-changing experience for consumers and merchants alike, come join us at Sezzle and help create the future of shopping!

About the Role:

We are seeking a talented and motivated IT Operations Analyst who is best in class, with a high IQ and a high EQ. This role presents an exciting opportunity to thrive in a dynamic, fast-paced environment within a rapidly growing team, with strong prospects for continued growth and increased ownership.

You will be an integral part of the IT Operations team as we continue to grow our presence in Colombia. As Colombia’s IT Operations point of contact, you will be accountable for local device inventory management, Google Workspace administration, MDM implementation, and ongoing maintenance. Most importantly, you will provide our end users the highest level of IT Support.

Compensation

The compensation range for the role is $1,500 - $2,000 USD GROSS per month as a contractor. Specific compensation offered to a candidate may be dependent on factors such as education, experience, qualifications, and alignment with market data. Exceptional candidates may receive salaries outside of the posted ranges.

What You’ll Do:

• Be the one of the main points of contact for device inventory procurement, deployment, physical security, and management for employees in Colombia, including macOS and Windows OS-based devices.
• Respond promptly to incoming ITSD tickets in Jira, working on the issue from inception to completion.
• Contribute to working down assigned items in our existing Jira backlog of initiative-based elements as we work to continue to be a more proactive IT Operations team.
• Maintain a high level of technical change awareness regarding our large application stack and be well-versed in IT Security. You should possess the ability and confidence to convey this information accurately to the larger engineering team and, in some cases, the organization as a whole.
• Obtain and provision hardware and software requests as assigned. This position requires on-call responsibilities and occasional after-hours work.
• Conduct IT Operations onboarding training for organization new hires, as well as processing IT-focused employee termination responsibilities
• Contribute to existing and future IT audit work on access control history and quarterly software vendor audits.

What We Look For:

• Applicants must be fluent in English.
• Due to the nature of this role, candidates must be based in Bogota, Colombia, and able to work both remotely and in-office when required.
• Experience between 2 -6 years
• Has a team-oriented mindset, sharing the workload but also being willing to step up when resources are minimized. Our ideal candidate is an excellent communicator who shows patience and a willingness to learn.
• Demonstrated experience working with Claude or equivalent large language model tools is required; candidates must be comfortable leveraging AI to enhance productivity, research, and communication.
• Systems and skills knowledge should include a high aptitude in cloud-based productivity suite administration, macOS device management and configuration using enterprise tools, IT service management platforms with experience in ticket automation and workflow design, enterprise Windows device management using third-party solutions, productivity software suite administration, and management of enterprise endpoint security platforms.

Preferred Knowledge and Skills:

• Possess the ability to be a self-starter:
  • Identify a problem.
  • Assess the situation and any variables
  • Work quickly and accurately to resolve the problem
  • Identify areas where processes can be improved to reduce the reoccurrence of existing problems
  • Take the initiative and work autonomously to implement the improvement.
• Ability to react to a rapidly changing organization with a true start-up mentality.
• Experience and comfort working on an agile team – an ideal candidate should be familiar with agile concepts, including Jira ticketing classification, pointing, and meeting workflows.
• Possess a high level of organization with the ability to document workflows accurately and in a manner that can be replicated. Change management is critical to the success of our IT Operations team for both auditing purposes and process improvement. Our ideal candidate would have experience and comfort in bringing these skills to Sezzle.
• Experience working with PCI-DSS, SOC 2 Type 2,  and CIS controls; specifically in implementation, documentation, administration, and continued adherence to these controls.

About You:

• You have relentlessly high standards - many people may think your standards are unreasonably high. You are continually raising the bar and driving those around you to deliver great results. You make sure that defects do not get sent down the line and that problems are fixed so they stay fixed.
• You’re not bound by convention - your success—and much of the fun—lies in developing new ways to do things
• You need action - speed matters in business. Many decisions and actions are reversible and do not need extensive study. We value calculated risk-taking.
• You earn trust - you listen attentively, speak candidly, and treat others respectfully.

What Makes Working at Sezzle Awesome?

At Sezzle, we are more than just brilliant engineers, passionate data enthusiasts, out-of-the-box thinkers, and determined innovators. We believe in surrounding ourselves with only the best and the brightest individuals. Our culture is not defined by a certain set of perks designed to give the illusion of the traditional startup culture, but rather, it is the visible example living in every employee that we hire.

#LI-Onsite #Full-time

As a Customer Onboarding Manager, you will be leading implementation projects with customers of Tipalti’s rapidly growing SaaS based Accounts Payable automation solution and global payments solution. The ideal candidate is self-motivated, proactive in understanding customer needs, and experienced in moving customers through the implementation of Tipalti’s SaaS products.

Why join Tipalti?

Tipalti is one of the world’s fastest growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 3000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact.

In this role, you will be responsible for:

• Lead the implementation of Tipalti’s rapidly growing, cloud-based accounts payable automation solution, ensuring a seamless experience for our customers
• Deliver exceptional service, becoming a trusted advisor and advocate for each customer throughout their journey with Tipalti.
• Guide customers through the technical integration process, providing expert problem-solving assistance
• Oversee project timelines, tasks, and development efforts, keeping customers on track and exceeding expectations
• Contribute to the internal knowledge base, capturing lessons learned and empowering colleagues

About you

• Bachelor’s degree in a relevant field or equivalent practical experience
• 4+ years of implementation, project management, consulting, or customer success experience with SaaS applications.
• Excellent project management, communication, and problem-solving skills
• Ability to work in a fast-paced, deadline-driven start-up environment.
• Passionate about customer service and proactively identifying solutions

Bonus points if you have:

• Hands-on experience implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc.
• Accounts Payable and Procurement knowledge
• Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)

Our benefits package includes:

• Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
• Competitive salary and equity
• Matching RRSP
• Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
• 15 days of PTO
• Subsidized lunch on office days
• Fresh fruit, snacks & drinks in office
• Dog-friendly office
• Conveniently located close to transit
• Phone/internet allowance
• Regular company-wide social events
• Multiple ERG groups celebrating our diversity and creating an inclusive culture

Base Salary Range: $88,000 - $110,000 CAD annually.

Bonus: Target bonus is 10% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: $96,000 - $121,000 CAD annually (includes base salary plus target bonus/commission).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate’s unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws.

Our Mission

Our mission is to elevate how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. We are the AI-powered platform that automates finance.

Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it” - a mission to which we are constantly committed.

Accommodations Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.

As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.

AI Use We may use artificial intelligence and automated systems (collectively “AI”) to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact hr@tipalti.com.

Privacy We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice | Tipalti

www.tipalti.com/privacy/job-candidate-privacy-notice/

As a Customer Success Manager, you will be crucial in ensuring our customers achieve their desired outcomes with our products/services. You will be our customers’ primary point of contact, responsible for creating raving Tipalti fans by building and maintaining strong, long-lasting relationships. Your focus will be on the health of your customer relationships, experience, engagement, adoption, retention, and product expansion with our customers. In this role, you will proactively reach out to your assigned accounts, set benchmarks and milestones, present business reviews, product solutions, review product usage, product releases, enhancements, discuss feedback, suggest new products that will enhance their existing capabilities where we can, and make suggestions to improve the overall customer experience.

Why join Tipalti?

Tipalti is one of the world’s fastest-growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 4000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together.

Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam and Tbilisi.

In this role, you will be responsible for:

• Develop and maintain strong relationships with a portfolio of 45+ clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond. This includes rolling out new features and enhancements, integrations, growing and expanding, and focusing on the customer’s experience.
• Become an expert in our products/services, stay up-to-date with product enhancements, and be a consultant and share best practices with customers.
• Drive brand loyalty, customer satisfaction, and advocacy
• Owner and primary point of contact for our customers, monitoring customer accounts to identify areas of improvement and proactively address any issues or concerns, and act as a point of escalation for customer issues and ensure a timely resolution
• Uncover growth opportunities in your portfolio through upsells and cross-sells
• Focus on net dollar retention and churn prevention with a north star of Customer experience, advocacy, and loyalty
• Work closely with Sales, Sales Expert(s), Solutions Consultants, Implementation, Support, Product, and Marketing to proactively collect, receive, share, and action on feedback to drive collaboration and adoption.
• Use data to prioritize and change prioritizations internally across the organization to help drive an exceptional customer experience.
• Provide mentorship, coaching, and help with onboarding new and existing team members.

About you

• 2+ years of customer success or account management experience, preferably in the Fintech space.
• ERP experience, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience are a plus
• Strong understanding of the SaaS business model and knowledge of the fintech industry is a plus
• Exceptional communication and interpersonal skills
• Highly organized with excellent oral and written communication skills
• High level of enthusiasm, initiative, commitment, and professionalism
• Ability to build compelling value-driven client-facing presentations
• Ability to gather complex requirements and work with a team to design a solution
• Ability to engage with all levels in an organization, from the CEO, CFO, Accountant, etc.
• Previous Project Management role or skills are a plus
• Part-qualified or qualified experience within an accounting practice or commercial accounting department
• Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIMA
• Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred.

Our benefits package includes:

• Hybrid working model that requires you to be in the Plano office on  Monday, Tuesday, and Thursday
• Competitive salary and stock options
• Matching 401K
• Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
• Maternity, Paternity and Fertility Treatment benefits
• 15 days of PTO
• Subsidized lunch on office days
• Fresh fruit, snacks & drinks in office
• Phone/internet allowance
• Regular company-wide social events
• Multiple ERG groups celebrating our diversity and creating an inclusive culture

Tipalti’s sales teams drive global growth for our best-in-class product. Whether you are an account executive, sales development representative, or solutions consultant, you’ll be joining a team of individuals who thrive within a fast-paced, metrics- and performance-driven sales organization. Our collaborative culture ensures that our sales teams work as one to deliver on common goals, whilst being provided with the resources to learn and grow via the Tipalti Academy.

Our Mission

Our mission is to elevate how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. We are the AI-powered platform that automates finance.

Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it” - a mission to which we are constantly committed.

Accommodations Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.

As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.

AI Use We may use artificial intelligence and automated systems (collectively “AI”) to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact hr@tipalti.com.

Privacy We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice | Tipalti

www.tipalti.com/privacy/job-candidate-privacy-notice/

As a Customer Success Manager, you will be crucial in ensuring our customers achieve their desired outcomes with our products/services. You will be our customers’ primary point of contact, responsible for creating raving Tipalti fans by building and maintaining strong, long-lasting relationships. Your focus will be on the health of your customer relationships, experience, engagement, adoption, retention, and product expansion with our customers. In this role, you will proactively reach out to your assigned accounts, set benchmarks and milestones, present business reviews, product solutions, review product usage, product releases, enhancements, discuss feedback, suggest new products that will enhance their existing capabilities where we can, and make suggestions to improve the overall customer experience.

Why join Tipalti?

Tipalti is one of the world’s fastest-growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 4000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together.

Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam and Tbilisi.

In this role, you will be responsible for:

• Develop and maintain strong relationships with a portfolio of 45+ clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond. This includes rolling out new features and enhancements, integrations, growing and expanding, and focusing on the customer’s experience.
• Become an expert in our products/services, stay up-to-date with product enhancements, and be a consultant and share best practices with customers.
• Drive brand loyalty, customer satisfaction, and advocacy
• Owner and primary point of contact for our customers, monitoring customer accounts to identify areas of improvement and proactively address any issues or concerns, and act as a point of escalation for customer issues and ensure a timely resolution
• Uncover growth opportunities in your portfolio through upsells and cross-sells
• Focus on net dollar retention and churn prevention with a north star of Customer experience, advocacy, and loyalty
• Work closely with Sales, Sales Expert(s), Solutions Consultants, Implementation, Support, Product, and Marketing to proactively collect, receive, share, and action on feedback to drive collaboration and adoption.
• Use data to prioritize and change prioritizations internally across the organization to help drive an exceptional customer experience.
• Provide mentorship, coaching, and help with onboarding new and existing team members.

About you

• 2+ years of customer success or account management experience, preferably in the Fintech space.

• ERP experience, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience are a plus

• Strong understanding of the SaaS business model and knowledge of the fintech industry is a plus

• Exceptional communication and interpersonal skills

• Highly organized with excellent oral and written communication skills

• High level of enthusiasm, initiative, commitment, and professionalism

• Ability to build compelling value-driven client-facing presentations

• Ability to gather complex requirements and work with a team to design a solution

• Ability to engage with all levels in an organization, from the CEO, CFO, Accountant, etc.

• Previous Project Management role or skills are a plus

• Part-qualified or qualified experience within an accounting practice or commercial accounting department

• Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIMA

• Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred.

• Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday

• Competitive salary and stock options

• Matching RRSP

• Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD

• Maternity, Paternity and Fertility Treatment benefits

• 15 days of PTO

• Subsidized lunch on office days

• Fresh fruit, snacks & drinks in office

• Dog-friendly office

• Conveniently located close to transit

• Phone/internet allowance

• Regular company-wide social events

• Multiple ERG groups celebrating our diversity and creating an inclusive culture

Base Salary Range: $84,000 - $105,000 CAD annually.

Bonus: Target bonus is 10% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: $92,400 - $115,500 CAD annually (includes base salary plus target bonus/commission).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate’s unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws.

Our Mission

Our mission is to elevate how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. We are the AI-powered platform that automates finance.

Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it” - a mission to which we are constantly committed.

Accommodations Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.

As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.

AI Use We may use artificial intelligence and automated systems (collectively “AI”) to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact hr@tipalti.com.

Privacy We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice | Tipalti

www.tipalti.com/privacy/job-candidate-privacy-notice/

As a Customer Success Manager, you will be crucial in ensuring our customers achieve their desired outcomes with our products/services. You will be our customers’ primary point of contact, responsible for creating raving Tipalti fans by building and maintaining strong, long-lasting relationships. Your focus will be on the health of your customer relationships, experience, engagement, adoption, retention, and product expansion with our customers. In this role, you will proactively reach out to your assigned accounts, set benchmarks and milestones, present business reviews, product solutions, review product usage, product releases, enhancements, discuss feedback, suggest new products that will enhance their existing capabilities where we can, and make suggestions to improve the overall customer experience.

Why join Tipalti?

Tipalti is one of the world’s fastest-growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 4000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together.

Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam and Tbilisi.

In this role, you will be responsible for:

• Develop and maintain strong relationships with a portfolio of 45+ clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond. This includes rolling out new features and enhancements, integrations, growing and expanding, and focusing on the customer’s experience.
• Become an expert in our products/services, stay up-to-date with product enhancements, and be a consultant and share best practices with customers.
• Drive brand loyalty, customer satisfaction, and advocacy
• Owner and primary point of contact for our customers, monitoring customer accounts to identify areas of improvement and proactively address any issues or concerns, and act as a point of escalation for customer issues and ensure a timely resolution
• Uncover growth opportunities in your portfolio through upsells and cross-sells
• Focus on net dollar retention and churn prevention with a north star of Customer experience, advocacy, and loyalty
• Work closely with Sales, Sales Expert(s), Solutions Consultants, Implementation, Support, Product, and Marketing to proactively collect, receive, share, and action on feedback to drive collaboration and adoption.
• Use data to prioritize and change prioritizations internally across the organization to help drive an exceptional customer experience.
• Provide mentorship, coaching, and help with onboarding new and existing team members.

About you

• 2+ years of customer success or account management experience, preferably in the Fintech space.

• ERP experience, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience are a plus

• Strong understanding of the SaaS business model and knowledge of the fintech industry is a plus

• Exceptional communication and interpersonal skills

• Highly organized with excellent oral and written communication skills

• High level of enthusiasm, initiative, commitment, and professionalism

• Ability to build compelling value-driven client-facing presentations

• Ability to gather complex requirements and work with a team to design a solution

• Ability to engage with all levels in an organization, from the CEO, CFO, Accountant, etc.

• Previous Project Management role or skills are a plus

• Part-qualified or qualified experience within an accounting practice or commercial accounting department

• Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIMA

• Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred.

• Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday

• Competitive salary and stock options

• Matching RRSP

• Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD

• Maternity, Paternity and Fertility Treatment benefits

• 15 days of PTO

• Subsidized lunch on office days

• Fresh fruit, snacks & drinks in office

• Dog-friendly office

• Conveniently located close to transit

• Phone/internet allowance

• Regular company-wide social events

• Multiple ERG groups celebrating our diversity and creating an inclusive culture

Base Salary Range: $84,000 - $105,000 CAD annually.

Bonus: Target bonus is 10% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: $92,400 - $115,500 CAD annually (includes base salary plus target bonus/commission).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate’s unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws.

Our Mission

Our mission is to elevate how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. We are the AI-powered platform that automates finance.

Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it” - a mission to which we are constantly committed.

Accommodations Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.

As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.

AI Use We may use artificial intelligence and automated systems (collectively “AI”) to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact hr@tipalti.com.

Privacy We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice | Tipalti

www.tipalti.com/privacy/job-candidate-privacy-notice/

Pioneer of online flash sales since 2001 and key player in European e-commerce, Veepee collaborates with over 7,000 brands to offer highly discounted products available for a limited time. Operating across various sectors, including fashion, home, wine, travel or beauty… Veepee achieved a turnover of 3.3 billion euros incl. VAT in 2024 and employs 5,000 staff members across 10 countries.

JOB DESCRIPTION

Today we’re looking for a Financial Controller (Production, Sales & Transport) to join our international Finance team. Reporting to the Finance Manager, you will act as a key Business Partner for operational leaders across Europe, supporting financial planning, performance monitoring and strategic decision-making. This role combines operational controlling, financial analysis and stakeholder management within a fast-paced international environment.

TASKS

• Manage the monthly closing, budgeting and forecasting processes for your business scope.
• Prepare recurring financial reports, dashboards and management presentations.
• Monitor operating expenses and headcount costs across Sales Production activities.
• Partner with senior business leaders to provide financial insights and support decision-making.
• Ensure the accuracy, consistency and reliability of financial data and reporting.
• Perform detailed cost and variance analyses for the Transport perimeter (Southern Europe).
• Identify cost optimisation opportunities and recommend improvement initiatives.
• Support budget preparation and forecast updates across multiple business entities.
• Challenge business assumptions and proactively highlight financial risks and opportunities.
• Collaborate closely with Finance teams and operational stakeholders across Europe.

MUST HAVE skills

• Bachelor’s or Master’s degree in Finance, Accounting or a related field.
• Minimum 3 years of experience in Financial Controlling, Management Control or Audit.
• Strong knowledge of financial closing, budgeting and forecasting processes.
• Advanced Excel and/or Google Sheets skills.
• Strong analytical mindset with excellent attention to detail.
• Excellent communication and stakeholder management skills.
• Ability to work autonomously in a fast-paced international environment.
• Fluent in English.

NICE TO HAVE skills

• Professional proficiency in French and/or Spanish.
• Experience with SAP or SAP S/4HANA.
• Knowledge of Google Workspace.
• Experience supporting operational business functions (Sales, Operations, Supply Chain or Transport).
• Experience working in an international or multi-country environment.

BENEFITS

• Permanent position within an international Finance organisation.
• High business exposure with direct interaction with senior stakeholders across Europe.
• Opportunity to influence strategic and operational decision-making.
• Hybrid working model: 3 days in the office / 2 days remote.
• International onboarding and occasional business travel across Europe.
• Dynamic and collaborative international environment.
• Career development opportunities within a growing Finance organisation.

RECRUITMENT PROCESS

• 30-minute HR Screen with a Talent Acquisition Partner
• Interview with the Hiring Manager (Finance Manager)
• Business & Technical Interview with key Finance stakeholders
• Final interview

We are convinced that it is up to you to define the way you work, to develop yourself and to progress. At Veepee we guarantee that you can just be yourself! For the service of diversity and inclusion, Veepee is committed to reviewing all applications received on an equal basis.

The Veepee Group processes your data collected as part of the management of your recruitment in order to manage your application file for the position for which you have applied. To find out more about our personal data protection policy, we invite you to consult it on our career site.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

My Financial Partner (MFP) — GL Accountant

My Financial Partner (MFP) brings the financial tools and support of large-scale businesses to small companies. Our team delivers high-quality,fractional/outsourced accounting support across a growing portfolio of small companies, all owned by Teamshares Inc., the largest acquirer of small businesses in the US. This is a multi-company role — you’ll be managing books for several distinct companies at once, not one company’s internal ledger.

Position: GL Accountant

Role Responsibilities:

• Own day-to-day GL accounting across multiple client entities simultaneously — recording transactions, posting journal entries, and maintaining accurate books through month-end close
• Post customer payments and maintain up-to-date AR aging
• Code vendor invoices to proper ledger accounts, obtain authorization, and schedule payments in automated payable systems
• Reconcile bank accounts to the GL and resolve discrepancies to root cause
• Process payroll-related transactions and code them to proper accounts
• Prepare and reconcile fixed asset and prepaid expense schedules
• Review trial balance pre- and post-close, raising anomalies for analysis
• Serve as a point of contact for individual clients, translating financial information clearly for non-financial business owners

Required Experience:

• 4+ years of full-cycle accounting experience, including managing accounting for multiple client entities or subsidiaries at the same time (fractional/outsourced accounting, multi-entity corporate accounting, or agency-style bookkeeping)
• Degree in Accounting, Finance, or related field
• Demonstrated ownership of the full close cycle — AP, AR, bank recs, journal entries, trial balance review
• Working knowledge of accrual accounting and payroll-related entries
• Proficiency with QuickBooks Online; experience with NetSuite, Bill.com, or similar cloud platforms a plus
• Track record of identifying process gaps and improving them, not just following existing procedure
• Comfortable being client-facing with non-financial stakeholders
• Ability to work independently in a fully remote, multi-priority environment

$70,000 - $75,000 a year

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

*Please note this is a contract role and you must be registered as an independent contractor.- W2 contract*

About the Role

Position: Creative Project Manager

Start Date: asap

Length: 12 months

Full Time

Location: LA/ West Hollywood (remote-occasional travel required for designated events (e.g., Seattle, Austin, London)

Role Purpose

The Creative Project Manager leads the end-to-end operational management of high-visibility creative projects across the Enterprise Communications function. Operating with exceptional organization, proactive ownership, and a strong understanding of design workflows, this role ensures that all creative assets ranging from concept development to final delivery are executed with accuracy, urgency, and craftsmanship. Serving as the primary liaison between designers, business partners, and stakeholders, the Creative Project Manager ensures clarity of briefs, alignment with the brand, and efficient movement of work through a complex organization. This role strengthens the quality and consistency of creative output, supports continuous improvement across tools and processes, and upholds the operational discipline needed to deliver across many concurrent projects.

Responsibilities

• Manage intake for all design-related requests, advising leadership on resourcing, timelines, and prioritization needs to support balanced workload distribution.
• Partner with business stakeholders to ensure briefs are complete, accurate, and actionable probing, clarifying, and shaping requests to align with creative standards and team expectations.
• Serve as the primary point of contact across multiple project streams, performing traditional project management duties, representing design needs, and maintaining strong communication throughout each project lifecycle.
• Manage Global Town Hall projects, which serve as the primary CEO-focused event for all employees two to three times per year.

Creative Production Planning & Execution

• Develop detailed production plans for creative initiatives, coordinating timelines, dependencies, review cycles, and approval milestones.
• Facilitate project kickoffs, design reviews, and stakeholder check-ins, ensuring all voices are heard and action items are clearly captured and distributed.
• Monitor project milestones across all assigned work, ensuring assets are delivered on time and aligned with the brief.
• Maintain meticulous documentation of all project artifacts, decisions, and updates to foster clarity and transparency across the design team and cross-functional partners.

Operational Excellence & Process Improvement

• Anticipate and proactively remove project blockers, collaborating with design, business partners, and stakeholders to ensure continuous forward momentum.
• Partner with Global Communications Strategy and Operations to refine and champion creative workflows, intake processes, tools, trackers, and asset storage systems.
• Identify and implement opportunities to integrate AI or automation into project operations to improve administrative efficiency and scale.

Stakeholder Engagement & Cross-Functional

• Collaboration
• Create an inclusive, constructive, and solution-oriented project environment where all contributors feel supported and informed
• Manage competing priorities across a complex stakeholder landscape, setting expectations, communicating changes early, and facilitating resolutions.

Shared Accountabilities & Dependencies

• Partner closely with designers, writers, business stakeholders, and enterprise communications partners to align creative deliverables with business priorities.
• Collaborate with leaders across the communications and design ecosystem to ensure project timelines, capacity, and expectations are clear, realistic, and mutually understood.
• Work closely with communications program owners to ensure creative deliverables meet campaign goals and reflect strategic intent.

Qualifications

• Proven experience managing creative projects in a fast-paced environment, ideally within a matrixed organisation.
• Exceptional project management skills, including intake management, scheduling, workflow design, and stakeholder coordination.
• Strong understanding of design processes, brand systems, and creative production lifecycles.High attention to detail, with the ability to identify issues, anticipate risks, and enforce quality standards.
• Strong communication skills, with the ability to translate requirements, articulate feedback, and facilitate effective collaboration.Demonstrated ability to prioritize, manage concurrent workloads, and operate with urgency and accountability.Experience leveraging AI or process-automation tools for project efficiency is a plus.

Company Description

Triwill Group is a globally recognized and ISO-certified supplier of premium UV Coatings, Varnishes, Inks, and other consumables for the printing and packaging industry. Operating in over 39 countries across five continents, Triwill partners with clients to provide high-quality, cost-effective solutions for packaging materials used by renowned FMCG brands. Alongside a comprehensive product portfolio, including Waterbased Coatings and specialized Inks, Triwill delivers technical expertise, ensuring reliable supply and exceptional support. The company takes pride in treating clients as partners, offering tailored assistance and maintaining a commitment to excellence in service and innovation.

Role Description

This is a full-time remote role for an Executive Assistant. The Executive Assistant will manage executive administrative tasks, support daily operations, handle expense reporting, and facilitate effective communication on behalf of executive leadership. Additional responsibilities include calendar management, scheduling meetings, coordinating travel arrangements, and ensuring efficient office administration.

Qualifications

• Ability to provide comprehensive Executive Administrative Assistance and general Administrative Assistance
• Experience with preparing and managing Expense Reports accurately and efficiently
• Strong skills in Executive Support, including scheduling, travel coordination, and managing confidential information
• Excellent Communication skills, both written and verbal, for efficient correspondence and coordination
• Superior organizational skills and attention to detail
• Proficiency in office software and scheduling tools
• Proven ability to work independently in a remote environment
• Prior experience in the printing or packaging industry is a plus
• Associate’s or Bachelor’s degree in Business Administration or a related field preferred

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Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.

We are seeking a detail-oriented and process-driven Operations Analyst (Australian SMSF) to join our team. In this remote role, you will be responsible for supporting the day-to-day administration and operational processing of Self-Managed Super Funds (SMSFs) for Australian clients. You will assist with fund maintenance, transaction processing, reconciliations, compliance support, and audit preparation while ensuring accuracy and adherence to Australian regulatory requirements. Experience working with Australian SMSFs and platforms such as BGL Simple Fund 360 or Class Super is highly preferred.

Position: Operations Analyst (Australian SMSF)

Salary: PHP 60,000 - PHP 80,000/month (flexible for more experienced candidates)

Working Hours & Conditions: Mondays to Fridays, AU Business Hours; full-time (remote)

Holidays: TBD

Responsibilities:

• 2+ years experience in SMSF Operations, SMSF Administration, Superannuation Administration, Fund Administration, or Financial Services Operations.
• Experience processing high-volume transactions and routine operational tasks.
• Experience using BGL Simple Fund 360, Class Super, SuperMate, or similar platforms.
• Strong attention to detail and process adherence.
• Comfortable working within structured workflows and SOP-driven environments.
• Experience supporting Australian financial services, accounting, or SMSF firms is highly preferred.
• Strong data entry, reconciliation, and records management skills.
• Excellent organizational and time management skills.

Qualifications:

• Experience: 2+ years of experience in SMSF administration, superannuation operations, fund administration, or related Australian financial services roles.
• Experience supporting Australian SMSF clients is highly preferred.
• Familiarity with Australian superannuation and SMSF processes.
• Experience using BGL Simple Fund 360, Class Super, SuperMate, or similar SMSF platforms.
• Strong understanding of reconciliations, transaction processing, and financial record maintenance.
• Proficient in Microsoft Excel and other business applications.
• Attention to Detail: High level of accuracy and attention to detail.
• Organization: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Communication: Strong verbal and written English communication skills.
• Confidentiality: Ability to handle sensitive financial information with discretion.
• Problem Solving: Strong analytical and troubleshooting skills.
• Experience working remotely with Australian accounting, SMSF, or financial services firms is advantageous.

Benefits

• Competitive salary based on experience and skill set
• 100% remote role — work from home anywhere in the Philippines
• Paid local holidays aligned with the Australian business calendar
• Opportunities for training and professional growth
• Work directly with a supportive Australian team — no agency middleman
• Long-term engagement with a stable and growing business

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