Salesforce Jobs in None, CA

Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale.

Proudly founded in Melbourne, we have a team of over 1,800 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$6.2 billion and backed by world-leading investors including Visa, Airtree, Blackbird, Sequoia, DST Global, Greenoaks, Salesforce Ventures, Lone Pine, and Square Peg, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re ready to do the most ambitious work of your career, join us.

We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and you’re motivated by our mission and operating principles. You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor.

You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next.

The Marketing team at Airwallex drives brand awareness and customer engagement through innovative and strategic campaigns. We work to communicate the value of our financial solutions, attract new customers, and strengthen relationships with existing ones. By leveraging data-driven insights and creative strategies, we ensure Airwallex stands out in a competitive market. Our team is passionate about telling the Airwallex story and supporting the company's growth and success.

We are looking for a strategic, data-driven marketing leader to oversee portfolio management, performance insights, and investment optimization across our U.S. performance marketing programs.

As the Senior Manager, Portfolio & Analysis, you’ll be responsible for unifying the view of marketing efficiency — connecting spend, pipeline, and ROI across channels (paid search, paid social, programmatic, display, and emerging digital). You’ll act as the key business partner to regional marketing, finance, and analytics teams to optimize budgets, inform investment decisions, and ensure marketing performance aligns with company growth objectives.

This role sits at the intersection of strategy, analytics, and operations — ideal for someone who enjoys turning data into direction, building systems of insight, and driving cross-functional accountability for performance.

This role is based in San Francisco.

• Own the U.S. paid media reporting, trade-off, investment portfolios insights and framework — guiding where and how budgets are deployed across channels, funnels, and audiences.

• Build scalable reporting and synthesized global analysis to help support management of budget pacing, forecasting, and scenario models that align spend to pipeline, CAC, and ROI goals.

• Partner with Finance, Marketing Strategy, and Regional Leads to determine quarterly allocation strategies and ROI scenarios.

• Identify portfolio-level opportunities and trade-offs — shifting investment based on marginal efficiency and saturation signals.

• Lead ongoing spend optimization check-ins (weekly and monthly) to ensure dollars are driving measurable business outcomes across stages of the funnel.

• Anchor on North Star metrics and reporting structure for performance marketing efficiency (CAC, LTV:CAC, ROI, payback period, MQL-to-pipeline conversion, etc.).

• Partner with Data, Analytics, and RevOps to ensure campaign data integrity across Salesforce, Marketo, and ad platforms.

• Build and maintain dashboards and scorecards (in Looker, Tableau, or BigQuery) that provide real-time visibility into performance.

• Own monthly business reviews (MBRs) and quarterly performance readouts with marketing and leadership stakeholders.

• Work cross-functionally to improve data capture, attribution, and channel-level insight granularity.

• Conduct deep-dive analyses to evaluate channel performance, cohort efficiency, and incremental impact.

• Partner with channel leads (SEM, Paid Social, Display) to identify efficiency drivers and recommend actionable optimizations.

• Run what-if and sensitivity analyses to inform investment decisions under different pipeline or efficiency scenarios.

• Translate complex data sets into clear narratives and executive-ready insights.

• Collaborate with Global Performance Strategy, Regional Marketing, and Finance on annual and quarterly planning.

• Partner with Data Science and Attribution teams to evolve incrementality testing, MMMs, and performance modeling.

• Ensure marketing investment decisions are informed by pipeline contribution and revenue data from Salesforce.

• Serve as the center of excellence for financial discipline, pacing governance, and performance accountability across paid media.

• Advanced proficiency with Excel / Google Sheets for budget modeling, pacing, and scenario planning.

• Strong experience with data visualization and BI tools (Looker, Tableau, Power BI, or Data Studio).

• Hands-on familiarity with Salesforce (SFDC) and Marketo for campaign data validation and pipeline attribution.

• Experience querying or analyzing data from BigQuery, Snowflake, or SQL databases.

• Understanding of digital channel data structures (Google Ads, LinkedIn, Meta, DSPs) and their integration with CRM and BI systems.

• Comfort working across attribution models (last touch, MTA, MMM, incrementality) and translating findings for non-technical stakeholders.

We're looking for people who meet the minimum requirements for this role. The preferred qualifications are great to have, but are not mandatory.

• 8+ years of experience in performance marketing, marketing analytics, or growth finance, ideally within B2B SaaS or fintech.

• Proven success in building detailed, streamlined and scalable models for optimizing for efficiency and pipeline outcomes.

• Strong understanding of marketing funnel dynamics, from awareness to closed-won revenue.

• Excellent communication and executive-presentation skills; able to influence cross-functional decision-making.

• Deep comfort working with ambiguity, connecting disparate data sources, and building clarity through structure.

• Bachelor’s degree in Business, Marketing, Economics, or Data Analytics (MBA a plus).

• Experience in a global marketing organization supporting multiple regions and segments.

• Familiarity with MMM, incrementality testing, and marketing mix modeling methodologies.

• Knowledge of data warehouse structures and ETL processes supporting marketing analytics.

• Experience building or maintaining automated pacing and performance reporting tools.

Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don’t regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.

Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary. If you are approached by someone claiming to represent Airwallex, please verify with our team.

Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 100,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale.

Proudly founded in Melbourne, we have a team of over 1,500 of the brightest and most innovative people in tech located across more than 20 offices across the globe. Valued at US$5.6 billion and backed by world-leading investors including Sequoia, Lone Pine, Greenoaks, DST Global, Salesforce Ventures and Mastercard, Airwallex is leading the charge in building the global payments and financial platform of the future. If you're ready to do the most ambitious work of your career, join us.

The Marketing team at Airwallex drives brand awareness and customer engagement through innovative and strategic campaigns. We work to communicate the value of our financial solutions, attract new customers, and strengthen relationships with existing ones. By leveraging data-driven insights and creative strategies, we ensure Airwallex stands out in a competitive market. Our team is passionate about telling the Airwallex story and supporting the company's growth and success.

Airwallex is looking for a world class B2B marketing leader to drive growth and further scale our North America business. You will work closely with commercial and strategy teammates, and will report directly to the President, Americas. You’ll act as a B2B marketing all-rounder and will accelerate our customer acquisition efforts via a mix of online and offline channels.

This will be a senior leader on the US team; we are looking for a resourceful, creative go-getter who is willing to strategize, implement, test and iterate to help us scale our marketing efforts. This is a truly career defining opportunity and you will have ample opportunity to drive monumental impact.

This role is based in San Francisco, CA.

• Own Marketing strategy and planning - develop a comprehensive B2B Marketing strategy across all channels to acquire and retain customers to support the US businesses
• Drive performance marketing - work with the North America Commercial team and Global Marketing team to plan and execute online performance campaigns including paid social, display, and SEM
• Manage offline marketing campaigns - analyze opportunities and own the launch of offline campaigns, including first-and third-party events
• Oversee local product launches - work with our strategy, go-to-market, and Product Marketing teams to launch new products in the Americas
• Drive content marketing - partner with the Content Marketing team to lay out and execute a comprehensive content strategy, including industry-specific white papers
• Optimize CRM strategy - work with the account management team and Global Marketing team to scale and optimize email marketing campaigns
• Performance management - review, discuss, and analyze the current performance of marketing campaigns and iterate based on early findings
• Deliver insights - surface customer insights that enrich our understanding of our buyer personas, and craft a value proposition that resonates with key segments

We're looking for candidates who meet the minimum qualifications for this role. The preferred qualifications are great to have, but are not mandatory.

• Bachelor's Degree or equivalent experience
• 18+ years experience in Marketing (ideally B2B) and familiarity with both online and offline channels
• An entrepreneurial mindset and a willingness to get your hands dirty
• Excellent interpersonal and communication skills
• Exceptional organizational skills, attention to detail, and a customer obsessed approach

• Startup experience (pre-IPO)
• Experience building and scaling marketing teams

Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don’t regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.

Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary.

About Goosehead

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in The Woodlands area.

Job Summary

The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.

Principal Duties And Responsibilities

The primary responsibility of an Account Executive is to build a book of business through:

• Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.

Experience And Education

• Passing the state licensing exam, once hired
• Legally authorized to work in the United States

Required Skills And Abilities

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, hands on, self-starter mindset that can do the work
• Strong time management
• Strong attention to detail and organization

Benefits Summary

• High quality voluntary health, vision, dental insurance programs
• Paid holidays, vacation, and sick leave
• Benefit offerings vary per agency*

This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.

To learn more about our job opportunities, apply here. We look forward to speaking with you!

We are seeking a results-driven Account Executive to drive new customer acquisition within the private lending sector.

This role requires strong ownership of the full sales cycle and close collaboration with leadership to scale a repeatable go-to-market engine.

Key Responsibilities

Revenue Generation

• Develop and manage a qualified pipeline
• Conduct discovery calls and tailored product demonstrations
• Negotiate commercial terms and close deals
• Ensure smooth hand-off to Customer Success

Pipeline Development

• Execute targeted outbound campaigns
• Leverage industry networks and events
• Maintain CRM hygiene and forecasting accuracy

Market & Product Feedback

• Provide structured insights on feature gaps and pricing
• Contribute to messaging and sales collateral development
• Represent the organization at industry events

Qualifications

• 2–4 years of B2B sales experience (software, fintech, or lending preferred)
• Demonstrated ability to sell into financial ecosystems
• Strong negotiation and presentation skills
• CRM experience (HubSpot or Salesforce)
• Experience collaborating across remote/global teams
• Professional-level English communication

Compensation & Logistics

• Office-based (Menlo Park), 5 days/week
• 10 a.m.–7 p.m. PT schedule
• $100k–$130k base | $140k–$180k OTE
• Health benefits, flexible PTO, company holidays, on-site gym

About Goosehead

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Irvine, CA.

Job Summary

The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.

Principal Duties and Responsibilities

The primary responsibility of an Account Executive is to build a book of business through:

• Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.

Experience and Education

• Passing the state licensing exam, once hired
• Legally authorized to work in the United States

Required Skills and Abilities

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, hands on, self-starter mindset that can do the work
• Strong time management
• Strong attention to detail and organization

Benefits Summary

• High quality voluntary health, vision, dental insurance programs
• Paid holidays, vacation, and sick leave
• Benefit offerings vary per agency*

This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.

To learn more about our job opportunities, apply here. We look forward to speaking with you!

Sales Account Manager

We are seeking a dynamic and results-oriented Technical Sales Account Manager to join our team. The Sales Account Manager will be responsible for maintaining and growing relationships with assigned key accounts, driving sales revenue, and achieving sales targets. This role requires strong communication skills, strategic thinking, and a customer-centric approach.

Key Responsibilities:

Account Management:

• Develop and nurture strong relationships with existing clients, serving as the primary point of contact for account management activities.
• Understand client needs and objectives, and proactively identify opportunities to upsell or cross-sell company products/services.
• Ensure timely response to client inquiries and resolve issues to maintain high customer satisfaction.

Sales and Revenue Generation:

• Achieve sales targets and objectives set by the sales leadership team.
• Identify new sales opportunities within existing accounts and collaborate with the sales team to secure new business.
• Prepare and deliver sales presentations, proposals, and contracts to clients.

Strategic Planning:

• Develop account plans and strategies to maximize revenue growth and profitability.
• Analyze market trends and competitor activities to identify business opportunities and market gaps.
• Collaborate with internal teams (e.g., marketing, product development) to align strategies and offerings with client needs.

Forecasting and Reporting:

• Provide accurate sales forecasts and reports to the management team on a regular basis.
• Monitor key performance indicators (KPIs) such as sales metrics, customer retention rates, and market share.

Continuous Improvement:

• Stay updated on industry trends, best practices, and technologies related to sales and account management.
• Recommend process improvements and initiatives to enhance the efficiency and effectiveness of sales operations.

Required Skills and Qualifications:

• Bachelor's degree in Business Administration, Marketing, or related field.
• Proven experience in sales or account management, preferably in [industry/sector].
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Strong negotiation and presentation skills.
• Ability to work independently and collaboratively within a team environment.
• Results-driven with a track record of meeting or exceeding sales targets.
• Proficiency in CRM software (e.g., Salesforce, HubSpot) and MS Office Suite.

Preferred Qualifications:

• Experience in selling [specific products/services relevant to the industry].
• Familiarity with strategic account management principles.
• Advanced degree (e.g., MBA) or relevant certifications (e.g., Certified Sales Professional).

Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale.

Proudly founded in Melbourne, we have a team of over 1,800 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$6.2 billion and backed by world-leading investors including Visa, Airtree, Blackbird, Sequoia, DST Global, Greenoaks, Salesforce Ventures, Lone Pine, and Square Peg, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re ready to do the most ambitious work of your career, join us.

We hire successful builders with founder‑like energy who want real impact, accelerated learning, and true ownership. You bring strong role‑related expertise and sharp thinking, and you’re motivated by our mission and operating principles. You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor.

You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end‑to‑end. You use AI to work smarter and solve problems faster. Here, you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next.

The Legal, Risk & Compliance (LRC) team at Airwallex is a collaborative group of legal minds and risk management experts. We're passionate about safeguarding Airwallex's operations, fostering a culture of compliance and ethical conduct, and ensuring we navigate the global financial landscape with integrity. We provide expert guidance and support to all areas of the business, proactively identifying, mitigating, and managing legal and financial risks.

As Director, Fraud Risk, you will shape and lead Airwallex’s fraud risk management strategy across all regions. You’ll ensure our incident reporting, account‑related controls, and fraud prevention measures are globally harmonized, while adapting to local regulatory requirements. Your role spans collaborating with regulators and law enforcement, steering major policy initiatives (including IDV and KYC), overseeing the 1st Line’s operational controls, and driving continuous improvement and proactive strategies through cross‑functional collaboration. This is a visible leadership role that will directly impact the protection and growth of our business and customers.

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  Standardize and maintain the fraud incident reporting process across all regions, ensuring accurate tracking and documentation of fraud cases.

  
  
  
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  Collaborate with regulators and law enforcement agencies where required, ensuring compliance with global regulations and timely reporting of fraud incidents.

  
  
  
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  Develop, implement, and maintain account‑related fraud policies, including but not limited to Identity Verification (IDV) and Know Your Customer (KYC) procedures.

  
  
  
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  Continuously evaluate and enhance fraud prevention measures, ensuring that policies align with industry best practices and regulatory requirements.

  
  
  
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  Oversee the risk controls, procedures, and processes implemented by the 1st Line of Defence for account‑related fraud.

  
  
  
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  Ensure that all fraud risk controls comply with global regulatory requirements.

  
  
  
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  Provide insights and recommendations to improve the effectiveness and efficiency of fraud prevention processes.

  
  
  
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  Work closely with internal teams to assess and address new fraud risks, and implement proactive strategies to mitigate these risks.

  
  
  
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  Engage with senior leadership to present fraud risk trends and strategies, identifying and recommending actionable enhancements for risk mitigation and process improvement.

  
  
  

We're looking for people who meet the minimum requirements for this role. The preferred qualifications are great to have, but are not mandatory.

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  10+ years of fraud risk management experience within the financial sector.

  
  
  
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  Proven experience in fraud risk management, particularly in fintech, banking, or payment industries.

  
  
  
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  Deep understanding of global (especially APAC) regulatory environments and requirements.

  
  
  
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  Strong experience in developing fraud policies, procedures, and risk controls to mitigate account‑related fraud.

  
  
  
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  Experience collaborating with law enforcement agencies and regulators on fraud‑related matters.

  
  
  
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  Demonstrated ability to analyze emerging fraud threats and provide actionable recommendations to internal teams.

  
  
  
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  Excellent communication skills with the ability to effectively report and collaborate with cross‑functional teams and senior leadership.

  
  
  
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  Strong attention to detail, analytical thinking, and problem‑solving skills.

  
  
  
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  Ability to work in a fast‑paced, dynamic global environment by managing competing priorities under demanding deadlines.

  
  
  

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  Advanced degree in business, finance, law, or a related field.

  
  
  
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  Certification in fraud prevention (e.g., CFE, CAMS) is a plus.

  
  
  
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  Experience working in high‑risk geographies and familiarity with regional fraud risks and trends.

  
  
  
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  Hands‑on experience building and evolving fraud risk programs at scale in a fintech or high‑growth environment.

  
  
  
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  Experience with advanced data analytics or machine learning to proactively identify and address fraud risk.

  
  
  

Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don’t regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.

PRINCIPAL SOLUTION CONSULTANT (PRE-SALES)

NOTE : Applicants must be currently authorized to work in the United States on a full-time basis.

LOCATION & TRAVEL: 100% remote position, up to 30% travel for customer meetings and presentations, in-person office trainings in San Jose, industry conferences.

is a fast-growing SaaS company providing category-defining AI solutions for complex service. Backed by top VCs and experienced angel advisors and investors, our AI-powered Resolution Intelligence analyzes structured and unstructured data to diagnose and resolve service issues in seconds. We help enterprises improve key service metrics such as First Call Resolution and Turnaround Time Margins. We serve complex service environments including high‑tech devices, manufacturing, and medical devices. Website: role needs you to switch hats based on the need of the hour:

• 
  
• The Detective: You run deep, lengthy discovery sessions to identify root causes of service inefficiency in complex service environments. You connect the dots between technical pain and financial impact to build robust business cases.
  
• The Storyteller: You deliver compelling, persona‑based demos that resonate with everyone from the field technician to the contact center agent to the CSO. You continually tie product capabilities back to positive business outcomes, validating your points by referencing relevant customer stories and success metrics.
  
• The Architect: You visualize and explain how Neuron7 integrates with the existing CRM/FSM landscape (Salesforce, ServiceNow, Microsoft Dynamics, etc.). You explain the interoperability of AI agents across the enterprise, helping customers build a long‑term technical roadmap that places AI at the center of their service operations.
  

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• Discovery & Diagnosis: Lead deep‑Dive discovery sessions to understand the prospect’s current contact center and field service workflows, data availability, and pain points.
  
• Tailored Demonstrations: Configure and deliver compelling product demonstrations that address specific customer use cases, moving beyond generic product capability reviews to show actual business impact.
  
• Proof of Concept (POC) Management: Define success criteria and manage the scope of Pre‑Sales POCs. Work side‑by‑side with customer SMEs to validate AI predictions and collect iterative feedback, ensuring full alignment on the value delivered prior to the final executive readout.
  
• Value Engineering: Partner with the sales team to build ROI models, helping prospects quantify the value of improving metrics like First Time Fix Rate, Truck Rolls, and Average Handling Time.
  
• Technical Validation: Own the technical win. Lead responses to RFPs, RFIs, and InfoSec questionnaires, ensuring the customer is comfortable with our architecture and security.
  
• Market Feedback: Act as the feedback loop between the market and the Neuron7 Product team, advocating for new product capabilities that will help close future business.
  

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• Pre‑Sales Experience: 5+ years in solution consulting / sales engineering for SaaS product companies. Must have enterprise selling experience and know how to navigate complex, multi‑stakeholder sales cycles.
  
• Complex Service Domain Knowledge: Deep functional knowledge of contact center and field service use cases. Understand nuances of triage, dispatch, parts management, and the “break‑fix” lifecycle.
  
• Industry Experience (Big Plus): Experience working with customers in manufacturing, medical devices, or high tech (telco, media, technology) is highly preferred. Understand specific pressures of these verticals (e.g., FDA regulations in medical devices or SLA penalties in telco).
  
• Ecosystem Expertise: Functional knowledge of ServiceNow, Salesforce Service Cloud/FSM, Microsoft Dynamics, or Oracle CX ecosystems.
  
• Technical Aptitude: Ability to read and understand data structures. Comfortable discussing APIs, data ingestion, and cloud security with IT stakeholders.
  
• Communication: Exceptional presentation skills. Can command a room of executives as well as whiteboard a workflow with service managers.
  

At we prioritize integrity, innovation, and a customer‑centric approach. Our mission is to enhance service decision‑making through advanced AI technology, and we are dedicated to delivering excellence in all aspects of our work.

is committed to fostering a diverse and inclusive workplace. We ensure equal employment opportunities without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital status, or any other characteristic protected by law.

Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.

Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365—all within 90 seconds.

Based in San Francisco, CA, Rippling has raised $1.4B+ from the world’s top investors—including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock—and was named one of America's best startup employers by Forbes.

We prioritize candidate safety. Please be aware that all official communication will only be sent from @ addresses.

Rippling is launching a new product in the compliance space, and we're looking for a dynamic Senior Sales Consultant to lead the charge. This is a critical, high-impact role at the intersection of product expertise, customer success, and compliance. The ideal candidate is a jack-of-all-trades with a deep understanding of compliance, technical aptitude, and exceptional relationship management skills. You'll be the subject matter expert for the product team while also acting as a trusted advisor to customers, ensuring they achieve measurable outcomes and fully realize the value of our solution.

• Be the Face of the Product
  Serve as the primary contact for customers, delivering an exceptional onboarding experience and supporting them throughout their compliance journey.
• Drive Value Through Expertise
  Help customers align our solution to their strategic objectives, accelerating their time to SOC 2 compliance.
• Mitigate Risks
  Proactively identify customer challenges and lead cross-functional efforts to resolve issues, ensuring customer retention and satisfaction.
• Enable Product Adoption
  Promote Rippling's latest compliance features and capabilities, driving adoption and educating users on best practices.
• Collaborate Across Teams
  Work closely with Sales, Product, and Account Management to ensure customer goals align with Rippling's vision and growth objectives.
• Analyze and Report
  Use data and customer insights to identify opportunities for product improvement and enhance customer success strategies.

• 3+ years in customer success, consulting, or compliance-related roles, ideally in SaaS.
• 3+ years in compliance or similar regulatory frameworks.
• Exceptional communication skills, able to distill complex topics into actionable insights for diverse audiences.
• Proven track record of managing customer relationships and driving successful outcomes in high-stakes environments.
• Familiarity with tools like Salesforce, Jira, or analytics platforms.
• Thrives in fast-paced, startup-like environments.

Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email

Rippling highly values having employees working in-office to foster a collaborative work environment and company culture. For office-based employees (employees who live within a defined radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee's role.

This role will receive a competitive On-Target Earnings (base salary + sales commission) + benefits + equity. The On-Target Earnings* for US-based employees will be 75/25 commission split for base/variable pay, and aligned with one of the ranges below based on location; see which tier applies to your location here .
A variety of factors are considered when determining someone’s compensation–including a candidate’s professional background, experience, and location. Final offer amounts may vary from the amounts listed below.

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses.

Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world’s leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend.

We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we’re focused on developing cutting-edge technology, expanding into new global markets, and—above all–driving incredible value for our customers. Join us!

As the Tax Director at Zip, you will be the founding leader of our global tax function. Reporting directly to the CAO, you will own the end-to-end tax strategy, including international planning, transfer pricing, indirect tax (VAT/GST), and local compliance across all operating jurisdictions. You will be a key partner to our Product, Legal, Finance and Engineering teams to ensure our global growth is scalable and tax-efficient.

• Design and implement a scalable global tax structure that supports Zip’s international expansion and evolving business model.

• Lead the development and maintenance of global transfer pricing policies, including documentation, intercompany agreements, and benchmarking studies.

• Manage global indirect tax obligations (VAT, GST, and Sales Tax)

• Monitor and evaluate the impact of changes to tax laws and regulations and provide relevant updates and guidance to management

• Act as a strategic partner to assess the tax implications of business initiatives, such as new market entries.

• Oversee the preparation and review of tax returns (federal, state, and international), ensuring accuracy and compliance

• Manage the tax provision process and ensure compliance with accounting standards (e.g., ASC 740)

• Maintain and enhance internal controls over tax processes

• Identify and implement process improvements to enhance tax efficiency and accuracy

• Lead all tax-related audits and inquiries from global tax authorities. Proactively identify and mitigate tax risks associated with a high-growth fintech environment.

• Manage and optimize relationships with third-party tax advisors and service providers worldwide.

• BS in Accounting or Masters in Tax; public accounting experience preferred

• 12+ years of experience in tax planning, accounting & compliance

• Deep expertise in US GAAP (ASC 740), international tax regimes, and OECD transfer pricing guidelines.

• Superior organization and verbal/communication skills

• Exceptional ability to interact, communicate, and translate complex tax concepts into actionable business advice for leadership.

• Ability to multitask and maintain organization in a dynamic, fast-paced environment.

• Proven ability to independently drive complex projects under ambiguity and deliver results.

• Proficient in MS office, experience with Netsuite a plus.

The salary range for this role is $240,000 - $260,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise

At Zip, we’re committed to providing our employees with everything they need to do their best work.

• Start-up equity

• Full health, vision & dental coverage

• Catered lunches & dinners for SF employees

• Commuter benefit

• Team building events & happy hours

• Flexible PTO

• Apple equipment plus home office budget

• 401k plan

We’re looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn’t exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!