<div><strong>The Role</strong></div><div>This role reports to Dan Reed, the Partner, Capital at Praxis. As Director, Community Systems, you will lead a senior strategic role responsible for building and stewarding the systems, data infrastructure, and communications workflows that power Praxis's community at scale. This is not a traditional “operations” role — it is a community architecture role, designed for someone who understands that a healthy ecosystem requires healthy systems.</div><div><br>Praxis cultivates a dense, global network of founders, funders, venture builders, thinkers, and creatives. The Director, Community Systems is responsible for owning the systems and tools that underpin the community’s ability to connect and work on shared projects together, while building the workflows that allow Praxis to be effective and efficient to this end.</div><div><br>The role also owns Praxis’s communications infrastructure, including the systems and tools that ensure the right messages reach the core community at the right time, across relational outreach, personalized invitations, and custom digests. As an organization that is deeply engaged in building, prototyping, and integrating AI-powered solutions, this role will be a key driver of intelligent approaches across community and communications workflows.</div><div><br><strong>The Kind of Person Who Thrives in This Role</strong></div><div><strong>Sees data as relationships</strong></div><div>You understand that data systems are only as good as the human intelligence behind it. You bring genuine curiosity to understanding who is in the community, what they’re working on, and how Praxis can be supportive to their work — and you build systems that make that knowledge accessible and evolving.</div><div><strong>Finds joy in discovering what emerges from complexity</strong></div><div>You get real satisfaction from taking a tangled workflow or a messy database and transforming it into something architecturally beautiful. You can’t help but geek out over an elegant Airtable automation, a precisely segmented communications list, or a perfectly designed introduction framework.</div><div><strong>Thinks in systems, not just tasks</strong></div><div>You naturally see connections between different parts of the organization. When you solve a problem you’re always asking: “should this solution be made repeatable and if so, how?”</div><div><strong>Values being a multiplier</strong></div><div>You understand that your role exists to amplify others’ effectiveness. The best days are when your behind-the-scenes infrastructure allows program teams to seamlessly make a high-impact introduction, send a perfectly timed email, or track a community member from first touchpoint to funded venture.</div><div><strong>Communicates with patience and clarity</strong></div><div>You can explain technical concepts to non-technical people without making them feel foolish. You write clear documentation and enjoy acting as a coach or teacher when rolling out new systems.</div><div><strong>Thinks like a detective</strong></div><div>When something breaks or a community member falls through the cracks, you’re curious rather than frustrated. You enjoy troubleshooting, investigating root causes, and finding elegant solutions that prevent the same gap from appearing twice.</div><div><br><strong>Key Areas of Responsibility</strong></div><div><strong>Community Systems &amp; Data Infrastructure (50%)</strong></div><div><strong>Community Data Architecture &amp; System</strong></div><ul><li>Own and continuously evolve Praxis’s database (Airtable) as the authoritative system of record for community relationships, capturing relationship depth, engagement history, and possible contributions</li><li>Conduct ongoing internal research to identify pain points in community workflows and build project plans for improvements</li><li>Ensure data hygiene across tools and cross-team usability, building toward a shared organizational view of the community</li><li>Identify and oversee technical contractors as needed for system improvements</li></ul><div><br><strong>Engagement Workflow &amp; Community Health</strong></div><ul><li>Design and operate inbound community cultivation workflows — how new members are captured and drawn into formation and activation pathways</li><li>Build and manage engagement cadences that keep the community warm, informed, and connected between major touchpoints</li><li>Develop community health dashboards that give leadership visibility into relationship depth, engagement levels, and ecosystem activity</li><li>Identify and implement AI-driven automation in community workflows; train team members on AI-enabled tools (Claude, Granola, Perplexity)</li></ul><div><br></div><h3><strong>Communications Systems &amp; Infrastructure (25%)</strong></h3><div><strong>Communications Tooling &amp; Infrastructure</strong></div><ul><li>Own and optimize the communications stack — including MixMax and email sequencing tools — enabling consistent, personalized outreach</li><li>Build and maintain segmentation logic and contact management workflows ensuring the right messages reach the right members</li><li>Develop and maintain templates, sequences, and cadences for recurring communications in partnership with initiative leaders</li><li>Monitor integrations between communications tools and the CRM, ensuring outreach activity informs community intelligence</li></ul><div><strong>AI-Powered Communications Workflows</strong></div><ul><li>Identify and implement AI-driven workflows that accelerate communications production — from drafting to personalization to segmentation</li><li>Train team members on AI-enabled tools, reducing administrative friction across program and community teams</li><li>Research and evaluate new communications technologies aligned with organizational budget and mission</li></ul><div><br></div><h3><strong>Project Production &amp; Outcome Facilitation (25%)</strong></h3><div><strong>Connection &amp; Introduction Infrastructure</strong></div><ul><li>Build and operate systems that surface community needs — capital, talent, expertise, design sessions, etc.</li><li>Develop frameworks for how Praxis facilitates high-quality, timely introductions across founders, funders, and builders</li><li>Maintain visibility into active projects and ventures, enabling proactive rather than reactive support</li></ul><div><strong>Outcome Tracking &amp; Ecosystem Reporting</strong></div><ul><li>Build and maintain reporting infrastructure tracking project outcomes, ecosystem activity, and community impact</li><li>Partner with Development Operations on the intersection of community data and fundraising intelligence</li><li>Develop dashboards and reporting rhythms giving leadership a clear picture of ecosystem health and return on community investment</li><li>Serve as systems partner to the Directors of Experiences and Engagement, ensuring event and program data flows into shared community systems</li></ul><div><strong>Critical Near Term Projects</strong></div><ul><li>Immersion in our existing data structures and workflows across all tools and platforms, developing a clear and documented understanding of how information flows through the organization.</li><li>Assess workflows to identify quick-win opportunities for efficiency gains, and translate findings into actionable solutions</li><li>Design and implement improved workflows for how we manage, and deliver communications to our community, including clearer processes, ownership, and tooling.</li></ul><div><strong>Expected Competencies for the Role</strong></div><ul><li>7+ years in technology, operations, or ecosystem development, ideally in a network-centric organization where relationship capital is central to outcomes (philanthropy, venture capital, or impact-oriented ventures)</li><li>Deep expertise designing and maintaining complex databases, including automations, interface design, and data architecture</li><li>Demonstrated experience building communications infrastructure at scale</li><li>Skillfully and comfortably use the Praxis set of digital tools, including Google Suite, Airtable, Slack, Asana, MixMax, Notion, and Dropbox</li><li>Systems thinking mindset with the ability to design workflows that are elegant and resilient</li><li>Experience with building AI-embedded tools from the ground up</li><li>Strong written and verbal communication skills with a service orientation toward internal stakeholders</li><li>Ability to balance multiple priorities across community, communications, and project production</li></ul><div><br><strong>What Success Looks Like</strong></div><div>Success in this role is measured by your ability to be the connective tissue of the Praxis community by reducing friction so dramatically that program teams can focus entirely on mission-critical work while the community feels genuinely known, cared for, and connected. Concretely, you’ll know you’re succeeding when:</div><ul><li>Praxis has a data system that is genuinely trusted as the organizational source of truth for community relationships, with high adoption and clean data across all three initiatives</li><li>Community engagement cadences are running consistently and measurably improving relationship depth and member activation</li><li>The introductions and connections Praxis facilitates are faster, more targeted, and more impactful, with outcomes tracked and visible to leadership</li><li>Communications infrastructure allows program teams to reach the right community members with personalized, timely messages without burdening recipients with communications overload</li><li>AI-powered workflows have demonstrably reduced overhead and increased velocity across community and communications work</li></ul><div><br><strong>Additional Details</strong></div><div><strong>Location:</strong> New York City, NY (Manhattan HQ preferred); remote considered</div><div><strong>Travel:</strong></div><ul><li>15–25 days/year including team meetings and events</li><li>Quarterly team meetings at NYC HQ</li><li>Annual Summit in Napa Valley, CA</li><li>Potentially 1–2 other Praxis events throughout the year</li><li>All travel expenses covered by Praxis</li></ul><div><strong>Reports to:</strong> Partner, Capital</div><div><br><strong>Compensation</strong></div><ul><li>Range: $115,000–$140,000 based on experience and location (HQ-based candidates are paid more).<ul><li>For all Praxis roles, we are open to candidates who are ‘outside of range’. That is to say, growth-minded applicants at an earlier stage of career and comp, or candidates with experience above the highest end of the job description and compensation range, are welcome &amp; encouraged to apply.</li></ul></li><li>Comprehensive benefits including fully paid health insurance for families</li><li>5% matching 401k</li><li>Flexible vacation policy</li></ul><div><br><strong>Cultural Alignment</strong></div><div>Praxis finds its theological identity most clearly stated in the Lausanne Covenant (1974) and the Cape Town Commitment (2010). All Praxis staff and program participants are asked to affirm The Apostles’ Creed as a statement of their own beliefs. The ideal candidate will demonstrate alignment with the above, as well as our mission to advance redemptive entrepreneurship. We’re seeking a leader who combines operational excellence with a spirit of humility and service, contributing to our vision of building an organization that embodies redemptive principles in all aspects of its work and culture, which includes shared rhythms such as daily team prayer and a company-wide weekly Sabbath, as detailed in our Rule of Life for Redemptive Entrepreneurs (rule.praxislabs.org).</div><div>Praxis is an equal opportunity employer committed to building a diverse and inclusive team. We believe that the work of awakening redemptive imagination is strongest when it draws from the full breadth of God’s people.</div><div><br><strong>About Praxis</strong></div><div>Praxis began in 2011 with a desire to support and equip Christian entrepreneurs and has grown steadily into a 25+ person, NY-centric team advancing the redemptive quests of founders, funders, and innovators motivated by their faith to address the major issues of our time. As a $12M+/year nonprofit with ambitious growth plans, we're expanding our venture-building work globally, organizing around the major issues of our time, and building media and more to activate the redemptive potential of Christians around the world. We see our team as the first carriers of the mission, building an organization that is great to work at, excellent in its craft, and redemptive in its finances as well as its programs.</div>

Director, Community Systems

<div><strong>Position Summary</strong></div><div><br>Virtuous is evolving its data platform into an AI-ready foundation that powers trusted decision-making and self-service analytics across the company.</div><div><br>We’re hiring a <strong>Lead Data Platform Engineer</strong> to design, build, and <em>own</em> the systems that power our data ecosystem. This role is ideal for a highly motivated self-starter who is comfortable with ambiguity and thrives at the intersection of systems design, business semantics, and AI enablement.</div><div><br>This is <strong>not a traditional data engineering role</strong> focused on building one-off pipelines, dashboards, or ad hoc reports. Success in this role comes from designing and building durable platform capabilities — security models, access patterns, cost controls, and shared data foundations — that enable teams (<em>and AI systems</em>) to safely and confidently use data at scale.</div><div><br>You’ll work closely with the Director of Data Operations as well as our Finance, Product, Engineering and Security Teams to ensure our data platform is accurate, governable, and ready to support AI-enabled workflows across the company.</div><div><strong><br>What You'll Build &amp; Own</strong></div><div><br></div><h3>Data Platform &amp; AI-Enablement</h3><ul><li>Own the evolution of Virtuous’s data platform, primarily on <strong>Snowflake and dbt</strong>, as a secure, scalable, and AI-ready system.</li><li>Design data models, metadata, and access patterns that support <strong>natural-language querying and AI-assisted analysis</strong>.</li><li>Partner with Data Operations and Teams across the company to ensure data structures are accurate, reusable, and aligned with business definitions.</li><li>Prepare data foundations that allow AI tools to deliver consistent, timely, and trustworthy answers.</li><li>Ensure AI systems access data exclusively through governed service accounts and role-scoped permissions, with query activity auditable and restricted according to enterprise data classification and access standards.</li></ul><div><br></div><h3>Access, Trust &amp; Governance by Design</h3><ul><li>Architect and implement role-based access controls within Snowflake and related data systems (including row- and column-level security), ensuring enforcement aligns with enterprise IAM standards, approved access policies, and centralized identity governance processes.</li><li>In partnership with Security Operations and IT, translate approved enterprise access and compliance policies into enforceable platform-level controls, and maintain technical configurations to ensure ongoing alignment with those standards.</li><li>Ensure all platform-level access controls integrate with the enterprise identity provider (SSO, SCIM, role lifecycle management), and support automated provisioning, deprovisioning, and periodic access certification processes.</li><li>Build governance patterns that are enforced by design — not by manual process.</li><li>Support periodic access reviews and control validation processes in coordination with Security and Compliance teams, ensuring appropriate separation of duties between policy definition, approval, and technical implementation.</li></ul><div><br></div><h3>Platform Leverage &amp; Standards</h3><ul><li>Build and maintain <strong>CI/CD pipelines</strong>, testing strategies, and deployment patterns for dbt and Snowflake.</li><li>Design deployment, testing, and validation patterns that make accuracy the default.</li><li>Establish platform standards, templates, and best practices that enable others to move faster without sacrificing quality or security.</li><li>Increase the amount of trusted work the organization can do without increasing Data Ops involvement.</li><li>Reduce ad hoc work by building reusable systems and guardrails.</li><li>Act as a technical leader and thought partner across data-related initiatives.</li></ul><div><br></div><h3>Reliability, Cost &amp; Performance</h3><ul><li>Own Snowflake warehouse strategy, resource governance, and cost optimization.</li><li>Continuously improve performance, scalability, and reliability across the data platform.</li><li>Identify and eliminate inefficiencies that increase cost, risk, or operational overhead.</li><li>Collaborate with IT and Cloud Engineering to ensure Snowflake networking, storage integrations, and data movement patterns align with enterprise cloud security baselines, network segmentation standards, and infrastructure governance policies.</li></ul><div><strong><br>What Success Looks Like</strong></div><ul><li>Teams reliably self-serve data and insights without increasing DataOps workload or risk.</li><li>AI-powered tools consistently answer business questions accurately, using governed data, with access enforced by role and context.</li><li>Data access, governance, and correctness are enforced by platform design rather than manual review or process.</li><li>Platform improvements materially reduce cost, operational risk, or time-to-insight.</li><li>Shared, trusted models replace bespoke datasets and one-off definitions.</li><li>At least one company-critical initiative (e.g., AI enablement, cost optimization, access expansion) succeeds specifically because of systems you designed and built.</li></ul><div><br><strong>Who This Role is For</strong></div><ul><li>Care about leverage, durability, and outcomes — not just shipping artifacts.</li><li>Think deeply about how AI and automation change the role of data platforms.</li><li>Are highly self-directed and motivated, and take pride in ownership.</li><li>Thrive in ambiguity and are comfortable making decisions with incomplete information.</li><li>Are motivated by leverage, correctness, and long-term impact — not ticket volume or titles.</li><li>Readily navigate cross-functional tradeoffs to build shared data foundations that serve the whole company, not individual teams.</li></ul><div><strong><br>You Must Have</strong></div><ul><li>7+ years of experience in data engineering, platform engineering, or related infrastructure roles, with ownership of production systems.</li><li><strong>Deep expertise in Snowflake</strong>, especially:<ul><li>Roles and RBAC</li><li>Row-level and column-level security</li><li>Warehouse design and cost optimization</li><li>Performance tuning and governance</li></ul></li><li><strong>Strong experience using dbt </strong>to build and maintain shared data models, including macro development, testing strategies, source freshness, group model security implementation, and production deployment patterns..</li><li>Advanced SQL skills and experience designing reliable ELT/ETL pipelines.</li><li>Proven systems-thinking mindset, with the ability to reason about tradeoffs across correctness, access, cost, and speed.</li><li>Clear communicator who can explain complex technical concepts to both technical and non-technical partners.</li></ul><div><strong><br>Nice to Have</strong></div><ul><li>dbt certification strongly preferred</li><li>Experience enabling AI/ML or natural-language data access.</li><li>Familiarity with data observability, lineage, or metadata tooling.</li><li>Experience designing platforms for self-service analytics.</li><li>Exposure to BI tools such as Sigma, Looker, or Tableau.</li><li>Experience working in lean, fast-growing organizations where leverage matters more than headcount.</li></ul><div><strong><br>What We Offer</strong></div><ul><li>Market competitive pay leveraging Carta data</li><li>Employee recognition through Bonusly (birthdays, anniversaries, achievements, etc.)</li><li>401(k) retirement plan with company matching- 50% match up to 6% of compensation after 90 days</li><li>We value our employee’s work-life balance and encourage taking advantage of Unlimited PTO</li><li>Supportive time off including paid volunteer days and company holidays</li><li>Employer-contributed healthcare benefits, encompassing medical, dental, and vision coverage, with plans available for dependents and choices for Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).</li><li>12 weeks primary parent leave, 4 weeks secondary parent leave - full pay (adoption as well)</li><li>We pride ourselves on Community and host exciting company outings and events.</li></ul><div><br><strong>About Us</strong></div><div><br>Virtuous is on a mission to inspire global generosity by helping nonprofits build better relationships with their donors. We offer a modern software platform that provides mid-sized charities with elegant tools for fundraising, marketing, volunteerism, and online giving.</div><div><br>Our talented team is driven to disrupt the status quo in the nonprofit sector. We are hungry, humble, and committed to delivering best-in-class software solutions, customer success interactions, and sales experiences to the world’s leading nonprofits&nbsp;</div><div><br><br></div><div>We also recognize the importance of giving back and making a difference in the communities where we live and work. That's why we practice radical generosity by volunteering at nonprofits or going the extra mile for our team and the customers we serve. We take our work seriously, but we don’t take ourselves too seriously. We believe that life is too short not to love what you do.&nbsp;</div><div><br>The ideal candidate for Virtuous embodies our values by:</div><ul><li>Asking questions with a spirit of curiosity</li><li>Giving feedback freely with candor &amp; grace, welcoming it in return</li><li>Displaying a passion for philanthropy and technology&nbsp;</li><li>Serving with joy. Everyone is willing to make the coffee!</li><li>Celebrating the wins &amp; milestones of others&nbsp;</li><li>Assuming good intent &amp; demonstrating trust in others&nbsp;</li><li>Pursuing relationships with people different from themselves &amp; creates space to be human</li></ul>

Lead Data Platform Engineer

<div>As the <strong>Senior Product Analyst</strong>, you will own the analytics layer across our Product, Engineering, and Design (EPD) teams and serve as the go-to data partner for Product Managers. You will transform raw product data into clear, actionable insights that inform feature decisions, improve user experience, and measure what is working. In addition to day-to-day analysis, you will help build the foundation for how we use data by establishing scalable tracking, experimentation, and reporting practices that enable faster, more confident product decisions.</div><div><br>Primary Responsibilities of the Role</div><ul><li>Define and maintain product adoption and feature usage metrics across Tithely’s product suite, ensuring data is easily accessible and self-serve for Product Managers</li><li>Build, standardize, and own product performance dashboards within BI tools to provide consistent visibility across all products</li><li>Design, implement, and analyze A/B tests end-to-end, and establish a scalable experimentation framework for the EPD organization</li><li>Instrument and analyze user flows and funnels to identify friction points, drop-off, and opportunities for product improvement</li><li>Partner closely with Product Managers to deliver timely, high-quality ad hoc analyses that inform product decisions</li><li>Collaborate with Engineering, Product, and Design during feature discovery to define tracking strategies, including event schemas, properties, and data relationships that enable meaningful insights while minimizing technical debt</li><li>Act as a “bilingual” technical partner, translating product requirements into clear data and tracking specifications for Engineering, while ensuring alignment with Data &amp; Analytics modeling standards</li></ul><div><br>Qualifications<br><br></div><div>A Successful Candidate Will:</div><ul><li><strong>Drive Results:</strong> Consistently achieve measurable benchmarks and optimize delivery speed while maintaining quality and reliability.</li><li><strong>Strategic Mindset:</strong> Ability to define mid- and long-term technical direction for data assets that align with overall business objectives.</li><li>Utilize <strong>Business Insight</strong> by applying knowledge of business and the marketplace to advance the organization’s goals</li><li><strong>Collaborate:</strong> Ability to work effectively in a fully distributed, cross-functional team environment, communicating clearly with both technical and non-technical audiences.</li><li><strong>Action Oriented:</strong> Strong analytical mind and proactive problem-solving abilities, with the capacity to adapt quickly to new technologies and operational changes.</li></ul><div><br><strong>Required Technical Qualifications:</strong></div><ul><li>5+ years of experience in product analytics, preferably within SaaS or fintech environments</li><li>Strong proficiency in SQL and at least one product analytics platform (e.g., Amplitude, Mixpanel, or equivalent)</li><li>Demonstrated experience applying AI tools and workflows to accelerate analysis and deepen insights</li><li>Hands-on experience designing, implementing, and analyzing A/B tests end-to-end</li><li>Experience building and maintaining self-serve dashboards using BI tools (e.g., Looker, Metabase, or similar)</li><li>Proven ability to partner with Product Managers and influence product decisions through data</li><li>Experience working cross-functionally with Engineering and Product to define tracking, instrumentation, and data requirements</li></ul><div><br><strong>Preferred Technical Qualifications:</strong></div><ul><li>Experience in church technology, nonprofit, or payments-related domains</li><li>Familiarity with dbt and modern data stack workflows, or experience collaborating closely with data engineering teams</li><li>Experience establishing product analytics instrumentation and data schemas from the ground up</li></ul><div><br><strong>Office Requirements:</strong></div><ul><li>We are a fully distributed team (100% remote) with travel sometimes required 1-2 times per year.</li><li>A stable work environment with designated workspace and access to high-speed internet.</li><li>US-based and legally able to work full time in the US. Sponsorships are not available at this time.</li><li>Tithely is currently able to employ in the following states<strong>: </strong>AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV</li></ul><div><br>Additional Information<br><br></div><div>Health insurance, dental, vision for your family, 401K, paid time off, sick leave, parental leave, and more. We believe taking care of our team is important and want to be sure you have what you need.&nbsp;</div><div><br></div><div><strong>Tithely is an Equal Opportunity Employer</strong></div><div>Yourgiving, Inc. DBA Tithe.ly (herein, “the Company”) is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race (including hairstyles), color, alienage or national origin, ancestry, citizenship status, sex, gender, gender identity, pregnancy, childbirth or related medical condition, religious creed, physical disability or handicap, mental disability or handicap, age, medical condition (cancer), marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by federal, state or local law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.</div>

Senior Product Analyst

<h3>The Role</h3><div>Cloverleaf transforms how teams understand themselves and each other <strong>— and customer success is where that impact grows. </strong>As a Customer Success Manager, you’ll serve as a <strong>strategic partner to HR, Learning &amp; Development, and People leaders</strong>, helping them deeply embed Cloverleaf into their most important talent initiatives and business processes.<br><br></div><div><em>Because this role spans enterprise, mid-market, and coach/partner accounts, we’re seeking someone with </em><strong><em>3–5 years of B2B SaaS customer success or account management experience </em></strong><em>who can own the strategic customer journey focusing on adoption and expansion, and operate with confidence across diverse customer environments.<br></em><br></div><div>This is far more than a relationship management role. You’ll think like a consultant and approach every account with a <strong>land-and-expand mindset</strong>; driving the kind of deep, durable adoption that naturally opens doors to new use cases, new stakeholder groups, and revenue growth.<br><br></div><h3><strong>What You'll Do</strong></h3><div>You’ll be the trusted strategic advisor helping customers get maximum value from Cloverleaf — and grow their partnership over time.<br><br></div><ul><li><strong>Own a diverse book of business </strong>across enterprise, mid-market, and coach/partner segments, serving as the primary point of contact and trusted advisor throughout the customer lifecycle</li><li><strong>Build deep, multi-threaded relationships </strong>with HR leaders, L&amp;D professionals, People Operations teams, and executive sponsors to understand their business priorities and organizational challenges</li><li><strong>Act as a strategic consultant </strong>who maps Cloverleaf’s capabilities to customers’ existing workflows from onboarding programs and leadership development tracks to manager enablement, performance cycles, and engagement strategies</li><li><strong>Develop and execute tailored success plans </strong>anchored to measurable business outcomes: reduced time-to-productivity, stronger collaboration scores, improved 360 feedback results, and more</li><li><strong>Drive land-and-expand growth </strong>within each account: start with deep adoption in an initial team or use case, then leverage that success to expand into new business units, stakeholder groups, and initiatives</li><li><strong>Proactively identify expansion opportunities </strong>by connecting evolving customer needs to additional Cloverleaf use cases, positioning the platform as an integral part of the customer’s people strategy, not a standalone tool</li><li><strong>Monitor customer health metrics and usage data </strong>to identify risk signals and growth opportunities, using AI-powered tools and data-driven insights to prioritize outreach and deliver timely interventions</li><li><strong>Lead strategic business reviews and executive check-ins </strong>that go beyond usage reporting to demonstrate tangible business impact, surface recommendations, and plant seeds for expansion</li><li><strong>Collaborate cross-functionally </strong>with Implementation Specialists, Support, Sales, and Product to ensure seamless handoffs, resolve issues quickly, and relay customer feedback that shapes the roadmap</li><li><strong>Track and report on key CS metrics </strong>including Net Revenue Retention, logo retention, NPS, adoption milestones, and health scores — using data to drive strategy and demonstrate impact</li></ul><div><br></div><h3>Who You Are</h3><div>You’re consultative, curious, and energized by helping customers succeed. You can zoom out to understand a customer’s business strategy and zoom in to solve the adoption challenge in front of you. You love building relationships, connecting the dots, and making a real difference in how organizations develop their people.<br><br></div><div>You’ll thrive in this role if you:<br><br></div><ul><li>Think and communicate like a strategic partner and can influence stakeholders from end users to C-suite executives</li><li>Are naturally consultative and ask thoughtful questions that uncover what customers actually need to succeed</li><li>Get energized by connecting business problems to platform solutions and articulating the <em>why</em> behind every recommendation</li><li>Stay calm and adaptable when priorities shift (they will!), and know how to keep accounts on track through ambiguity</li><li>Love using data, AI tools, and automation to work smarter and deliver more proactive, personalized outreach at scale</li><li>Work well across teams and communicate clearly whether you’re presenting in an executive QBR or collaborating with Product on a feature request</li></ul><div><br></div><h3>What You Bring</h3><div><strong><br>Required</strong></div><ul><li>3–5 years of experience in <strong>Customer Success, Account Management, or a strategic client-facing role </strong>within B2B SaaS</li><li>Demonstrated ability to <strong>manage and grow a portfolio of accounts </strong>with a land-and-expand approach owning renewals, identifying expansion opportunities, and driving revenue growth</li><li>Track record operating as a strategic partner with strong <strong>consultative and strategic thinking skills</strong>, with the ability to understand a customer’s business landscape and influence stakeholders at all levels</li><li>Outstanding <strong>written and verbal communication skills</strong>, with a confident customer-facing presence in business reviews, executive conversations, and cross-functional sessions</li><li>Ability to interpret and act on <strong>customer health data, usage analytics, and AI-driven insights </strong>(e.g., predictive churn signals, engagement scoring) to drive proactive account strategies</li><li>Experience guiding customers through <strong>organizational change</strong>, including stakeholder alignment, user adoption strategies, and embedding new tools into established workflows</li><li>Comfort operating in a <strong>fast-paced startup environment </strong>where resourcefulness, adaptability, and ownership are essential</li></ul><div><strong><br>Preferred</strong></div><ul><li>Experience in a <strong>SaaS startup environment</strong>, with familiarity with the pace, ambiguity, and opportunity of high-growth companies</li><li>Background in or deep familiarity with <strong>Human Resources, Talent Development, Learning &amp; Development, or Organizational Development</strong></li><li>Experience with <strong>behavioral assessments or personality frameworks </strong>(e.g., DISC, Enneagram, CliftonStrengths, 16-Types) or coaching methodologies</li><li>Experience with <strong>Customer Success Platforms </strong>(e.g., Vitally, ClientSuccess, Gainsight, ChurnZero) and CRM tools (Salesforce, HubSpot)</li><li>Exposure to <strong>AI applications in customer experience</strong>, including predictive analytics, automated engagement tools, or AI copilots</li><li>Experience using <strong>data visualization or BI tools </strong>(e.g., Looker, Tableau, Sigma, Omni) to communicate customer outcomes and portfolio health</li></ul><div><br></div><h3>Success in this Role</h3><ul><li><strong>Cloverleaf is embedded into customers’ core people processes,</strong> not treated as an add-on, resulting in deep, durable adoption that naturally creates expansion opportunities.</li><li><strong>Accounts consistently grow over time through a land-and-expand motion:</strong> initial deployments expand into new departments, use cases, and stakeholder groups, directly contributing to revenue growth.</li><li><strong>Customers can clearly articulate how Cloverleaf contributes to their business outcomes</strong> whether that’s improved team performance, stronger leadership pipelines, faster onboarding, or higher engagement scores.</li><li><strong>Net Revenue Retention and logo retention targets are met or exceeded quarter over quarter,</strong> with expansion revenue driven by adoption-led growth rather than transactional upsells.</li><li><strong>Customers are engaged advocates</strong> who participate in case studies, referrals, and community activities because they see Cloverleaf as a true strategic partner.</li><li><strong>Customer health scores improve across the portfolio,</strong> with proactive interventions reducing churn risk before it escalates.</li><li><strong>Cross-functional collaboration is seamless,</strong> with clear feedback loops between CS, Product, Sales, and Implementation that improve the overall customer journey and inform product strategy</li></ul><div><br></div><h3>How We Unleash You to Do Your Best Work</h3><ul><li>Flexible PTO and work schedule - with a minimum of 2 full weeks off per year</li><li><em>Company paid</em> full benefits, including medical, dental, vision, life insurance, and more!</li><li>Recognition rewards and monthly stipend for wellness, technology, pet care, or student loans</li><li>Macbook and home-office set-up stipend</li><li>401k benefits including a match with immediate vesting</li><li>Truly values-driven team (ask us about it!)</li></ul><div><br><br></div><h3>Who We Are</h3><div>Cloverleaf connects siloed HR data and team collaboration tools to deliver personalized, actionable development at scale. Built on validated assessments like DISC, Enneagram, CliftonStrengths, and 16 Types, plus real-time insights, it strengthens team alignment, communication, and performance for over 30,000 teams worldwide.<br><br></div><div><strong><em>Cloverleaf is on a mission to unleash people to do their best work.&nbsp;<br></em></strong><br></div><div><em>We believe that people should be passionate and engaged with the work that they are doing, starting with our own team.</em></div>

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