Katie Penton
Principal Consultant | Software Engineering
- katie@intelletec.com
- (251) 402-1454
- Connect with Katie
- East Coast, USA
Katie joined Intelletec in November of 2021 as a Principal Consultant on the Engineering Team! Bringing 4 years of recruiting experience to the table. Her experience entails working across tech, finance, healthcare and operations.
Katie recently got married and moved to the Lower East Side of Manhattan after living abroad in Toronto for some time. She loves to travel and is passionate about experiencing new places and cultures, most recently visiting East Africa! Katie also enjoys taking advantage of the food scene NYC has to offer and spending time with her cocker spaniel, Mia!
Katie Penton's Jobs
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Talent Acquisition Manager
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New York City
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$120-130k
We have partnered with a leading Global SaaS firm in the midtown area as they are looking for a Talent Acquisition Manager to build out their NYC office. In this role, you will work independently and be responsible for overseeing HR duties and being hands on with sourcing, screening candidates as well as onboarding new hires. If qualified, apply today! Responsibilities of the HR Manager: Identify opportunities to build applicant pools through effective interviewing and testing Administer a seamless onboarding process and ensure a positive new hire experience Develop and execute recruitment plans and strategies to ensure hiring goals are met with the best possible talent Create internal stakeholder communications to align with the strategy of the firm Develop and implement strategic initiatives for recruiting diverse talent in a multi-site organization Qualifications of the HR Manager: 4+ in TA/HR in the real estate or tech industry Benefits knowledge/understanding is a plus! Comfortable working independently and thrives in environments requiring ability to effectively prioritize and juggle multiple projects at once Results-driven achiever with a high degree of detail orientation
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Product Designer
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San Francisco
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$185-220K
What you’ll do Help develop and execute on a product strategy to acquire and engage potential borrowers. Own, maintain and quickly iterate on all features within the product area of responsibility. Write clear & concise specs for features by working backward from the goal to set scope with eng & design. Define goals for individual features or product areas and deliver on them, by tracking the right metrics and regularly communicate findings to the broader team. Continuously gather insights from user feedback, research, experiments, competitive offerings and data analysis to understand user needs and synthesize into learnings for the team, and into product plans to deliver on those user needs. Requirements 3-5 years of Product Management experience at a leading data driven consumer technology company Experience regularly shipping high value consumer facing features improving user engagement, preferably on both web and native Deep analytical capabilities - translate business questions into queries and data into insights Mastery of collaboration - clear, concise communication Design - you can work well with UI/UX designers and do some yourself when needed. Self starter with a sense of urgency and a positive can-do attitude with a bias for making things happen by rallying people around their vision. Bachelor's degree in Computer Science, Engineering, Business, or Finance; Bonus points Passion for helping people achieve their financial objectives and familiarity with basic financial concepts. Data analysis and design chops What we offer: Lots of opportunities to see how the company gets built and be involved in the process An opportunity to be part of a well-funded early-stage start-up Equity incentives to give you a stake in our future Medical, Vision and Dental 401k matching An upbeat and collaborative work culture
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Senior Product Designer
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New York City
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$170-190k + equity
You'll report directly to the VP of Product & Engineering, and work closely with our Lead UX Designer. As a member of a small team, you'll be directly responsible for a large variety of highly-important projects. The team works in short sprints and values quick iteration, and close collaboration with engineering and other stakeholders. In this role, you will: Own and contribute to assigned projects through breakout creative sessions, concept boards, wireframes, flows, visual design, and handoff Partner with other designers team as we continue to expand, organize, and streamline our design system with components, patterns and shared libraries Express ideas and solutions through sketches, quick prototypes, and/or diagrams Collaborate directly with engineers working to bring your designs to life Present ideas directly to VPs, the CEO, and the CTO Be responsible for your own weekly tasks through self-organization, communication, and time management Participate in daily standup meetings and impromptu collaborative discussions We're looking for candidates that: Have significant native mobile or web design experience Are highly organized and detail oriented Have a polished portfolio showcasing your work Can break down complex problems to find and develop simple and intuitive solutions Work iteratively and think from the customer's perspective Are self-motivated and learns new skills quickly and constantly Can clearly communicate their decisions and present their work to management, engineering, and other stakeholders All full-time positions include a generous salary and meaningful equity.
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Product Designer
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San Francisco
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$150-165k + equity
As a Product Designer, you will be responsible for creating an enterprise-level customer experience and will help define and drive the UX/UI vision for the company platform. If qualified, apply today! Responsibilities: Establish, influence, and drive the UX/UI strategy & roadmap. Design & develop new user-facing features. Create and maintain digital assets, such as interface design files, wireframes, and interactive mockups. Expand and champion Nightfall’s design system across product touch points. Work closely with our customer success team to participate in user discovery & research sessions. Work closely with product, engineering, and customer success/support teams. Prepare design specs for developer implementation. Connect multiple applications under a single UI interface to contribute to a unified vision. Qualifications: 4+ years of experience in UX/UI design. Portfolio and work samples required. Bachelors in Design or related experience. A passion for technology, user experience and designing interfaces. Proficiency in Figma, Sketch, Adobe Suite, InVision or equivalent design tools. We are a high growth company - you will manage multiple complex projects simultaneously. Independent and creative thinker who has demonstrated the ability to innovate, influence, and execute. Excellent communication and presentation skills. Strong project management and organization skills. Bonus Points: Experience planning and executing usability tests Experience designing complex B2B products
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Product Designer
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San Francisco
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$120-180k
We've partnered with a San Francisco bay area based startup whose mission is to empower the next generation of entrepreneurs by building everything they need to start businesses on the internet. Thousands of online communities, indie hackers, and other online businesses rely on our client to process payments and manage their customer bases. We are looking for a Product Designer to join their growing team, if qualified, apply today! Responsibilities You will be responsible for driving our product strategy from conception to launch, while working closely with the engineer leads to deliver the best possible experience to our customers As our first product hire, you will have a massive impact on the company as a rapidly-growing early-stage company, including recruiting You'll work to ensure our product consistently scales with our expanding user base and our strategy as a company Qualifications You have deep product management experience with at least 2 years leading high-performing teams of both technical and non-technical talent You have a proven ability to listen to customers and use data-driven insights to develop and execute on a creative product vision You thrive in a fast-paced environment with an ability to execute quickly #LI-KM3 #LI-Remote
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Lead Product Designer
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San Francisco
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We partnered with our client in the grocery retail computer software space to bring on a Lead Product Designer onto the team. As a product designer, you will work closely with design, product, and other key stakeholders to create impactful experiences for our users. We are looking for someone who is excited about leveraging design to drive product direction, cares deeply about affecting global change, and gets excited about tackling new challenges. What will you be doing? Deeply understand customers and their workflows in order to design user-facing tools for our iOS or web products Run an end-to-end design process from user research to high-fidelity prototypes and mockups in order to build products that create value while inspiring adoption Work directly with customers in the field to understand their needs and validate product direction Collaborate with the other members of the design team and cross-functionally with Product Management and Engineering to realize product vision Help to establish and maintain a design language and toolkit that will be used by the entire team and company What skills or experience do you need? The following represent the skills and experience our ideal candidate possesses. We encourage all highly-qualified candidates to apply, even if they do not fulfill all the listed criteria. 6+ years of full-time end-to-end product design experience The desire to dive into an industry with huge problems and opportunities in an effort to drive transformational change Proven track record and portfolio demonstrating the ability to design successful user experiences Command of HTML/CSS, or another presentation-layer framework (nice-to-have) Strong communication skills and inquisitive disposition Alignment with their core values: Kindness, Candor, Proactivity and Humility
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Director of Design
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San Francisco
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$200-250k
We're looking for deeply experienced design directors who share our client's passion to revolutionize how people spend, save, and get credit for our consumer and merchant teams. In this role, you’ll work closely with fellow leaders across product design, user research, and content design to build and ensure a cohesive approach. You’ll help drive internal cultural change to champion our users, both merchants and consumers. You’ll partner with product, engineering, marketing, and other teams to elevate processes and create strong strategies that lead to fantastic user experiences. This role will report to the VP of Design and Research. If qualified, apply today! What you’ll do: Drive and lead the vision for our product design experiences Lead teams as they navigate complex and ambiguous situations, driving toward clarity and focus Prioritize projects of different scopes and timelines Support the execution of results-oriented work that drives impact through high quality and successful execution across several product areas Partner closely with research, content, product management, and engineering to identify opportunities for long-term growth and innovation Hire and build a healthy team culture of highly talented designers Foster an inclusive environment that sets teams up to thrive Practice operational rigor by using principles and frameworks to support and guide your team for continuous growth of the function and the product What we look for: 10+ years combined experience in roles that focus on product and UX design 3+ years experience managing direct reports, including hiring and developing managers and individual contributors The love of design with a strong eye for executional craft — you’re obsessed with details and can also make balanced trade-offs for speed of learning Creativity, curiosity, and collaboration run through your veins A portfolio of work that demonstrates you and/or your team working cross-functionally, thinking strategically, and shipping successful app and/or web experiences A track record of growing a strategic practice of design in a fast-paced environment The demonstrated ability to improve team culture and cross-functional partnerships through proven practices A commitment to excellence in a remote-first work environment Experience and interest in financial services is a plus #LI-KM3 #LI-Remote
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Product Design Manager
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San Francisco
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$150-190k
Our client is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. They're hiring design managers for their merchant and consumer team. You will uphold higher standards and help others build the skill set they need to succeed in our design organization. If qualified, apply today! What You'll Do Lead by example and get involved in design work when needed Manage a growing team of designers working on the design team Evolve & grow the team to meet business demands and team member development areas Partner closely with design leadership around staffing, planning, and design operations Collaborate with Design and leadership around design vision & strategy Empower, inspire, and lead designers across different experience levels to make career defining work Work closely with cross functional teams in engineering, product management, research, commercial, client success, and more to make industry leading products What We Look For 3+ years industry experience in a people management role on a Design team 5+ years of design experience. A portfolio of relevant design work (from UX design to visual design systems), executed either by yourself or a team that you led, that showcases your ability to ship successful products that people love You pride yourself in a user-centered design approach You are highly collaborative, and bring a low-ego approach to design You can find a meaningful balance between optimizing for speed, quality, and doing risky, but interesting work You have experience delivering merchant services and business-to-business software #LI-KM3 #LI-Remote
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Business and Strategy Operations Manager
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Denver
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$130-170k
Our client, in the firearm space, whose mission is to redesign firearms from the ground up for the 21st century, bringing much-needed innovation to a space that has seen little innovation in 50 years is looking to bring on several Business and Strategy Operations Managers to their rapidly growing team. Named the “Tesla of the gun world” by the WSJ, our client is enabling radically safer ownership of firearms. As a member of the Business Operations and Strategy Team, you will be responsible for leading critical initiatives and owning their outcomes from start to finish. To succeed, you will need to be entrepreneurial, self-motivated, collaborative, and adept at working with a varied group of teammates across the company. If qualified and interested, apply today! Day to day responsibilities of the role will include: Owning mission-critical projects end-to-end across all areas of business Working across teams to engage stakeholders, deeply understand problems, and gather data Diagnosing complex problems and developing compelling, data-driven solutions Taking care of your teammates Rigorously focusing on improving yourself, your team, and the company Qualifications: 3+ years of work experience in an analytical and operational role within a rapidly growing startup company Sharp attention to detail with a natural feel for numbers and data, with a high degree of accuracy in a fast-paced, results-oriented environment Ability to develop insightful models and quantitative analysis, paired with critical thinking and sound business judgment If you feel you would succeed in the role described above, we encourage you to apply regardless of industry or background. Our client evaluates candidates based on their fit for this specific role, not only on a predetermined list of qualifications Location and Benefits: Strong preference for candidates local to the Denver area open to remote candidates Fully covered platinum medical benefits 401(k) with matching Flexible work hours with the ability to work from home when not needed on site #LI-KM3 #LI-Remote
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UI/UX Designer + Illustrator
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Miami
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$145-180k
Our stealth mode client in the biotech space is looking to bring on a founding UI/UX Designer + Illustrator with strong background in graphic design and illustration to join their early team and own their rollout project. You’ll collaborate with a growing team of engineers, work directly with leadership, and deeply understand their target audience(s) to design beautiful, game-changing app experiences. If qualified, apply today! Day to Day Responsibilities: UI/UX Research trends of consumer health and wellness space, understand competitive products and expected user behavior Create UX specs that contain interactive prototypes, user journeys/stories, privacy and compliance limitations, etc. with the ability to convey concepts via wireframes, flows, storyboards, and mockups Plan iterative experiments, conduct A/B tests to discover the right UX Design/Illustration Create beautiful images and/or illustrations as needed for product development Collaborate with engineers, product, and leadership to bring products to life About you Expert ability to communicate design vision through text, speech, and imagery Passionate about the latest consumer UI/UX paradigms Extreme sense of ownership over products you work on 3+ years of product design experience for mobile and web applications that delight millions of users Highly proficient in Figma, Sketch, Photoshop, and industry-standard prototyping tools Portfolio demonstrating experience designing and shipping applications that delight millions of users Nice-to-haves Previous experience in a scaled health tech startup #LI-KM3 #LI-Remote
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Director of Growth Marketing
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Miami
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$175-225K
Our Stealth startup client is looking for a Founding VP of Marketing role to join their growing team. Come build at the frontier of personalized medicine, where you will combine cutting-edge biology, scaled lab automation, and an incredible consumer experience to deliver health outcomes like never before. You’ll direct a growing team of marketers, build viral marketing campaigns via social channels, accelerate word-of-mouth referrals, and produce reliable revenue at scale. Day to Day Responsibilities: Utilize data and an artist-like level or intuition to identify emerging trends to identify new channel and campaign opportunities Oversee the management of organic and influencer marketing campaigns, including strategic partnership with key influencers Advise on the development of creative for campaign assets - including ad copy, images, video, content, and landing pages Build the social profiles of our executives and employees Share campaign performance, make recommendations for campaign improvements, and share key findings across the marketing organization What skills or experience do you need? Must have 5+ years leading growth marketing/ social media and/or influencer marketing experience MUST have experience working in a fast-growing consumer product startup Impressive personal brand Extensive influencer marketing experience with an eye for strong brand messaging What's in it for You? Work 100% remote Be a founding marketing team member Competitive salary + equity Full benefits offered #LI-KM3 #LI-Remote
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Business Operations & Strategy
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United States
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$130-175k + equity
As a Deployment/Business Operations Strategist, you'll work as part of a driven and creative team of Engineers, Product Designers, and other Deployment Strategists to deploy software against the most challenging problems our world faces. Your mission is to synthesize disconnected streams of thought into a cohesive understanding of what the most important problem is, what the data means, what the product needs, what users are motivated by, and where the impact could be. Deployment/ Business Operations Strategists are do-ers who immerse themselves in our customers' most intricate workflows, partner with customer teams and explore the data, and dive into the product landscape to enable us to scale. A select number of Deployments Strategists may also be deployed to internal teams and problems. In this role, the problems you'll tackle will require a curious and analytical mindset, a sharp intuition for product, and a strong degree of user empathy to ultimately empower our customers to make better decisions. No two days are the same, but as a Deployment Strategist you can expect to: Go onsite and meet with customer analysts to understand the critical questions they need to answer and locate their biggest pain points. Identify relevant datasets through deep engagement with customer problems and workflows, and work with Forward Deployed Engineers to integrate the data into a stable and extensible pipeline. Work with the customer to build bespoke workflows for new user groups. Lead training sessions to ensure that the product is meeting user needs, and to ensure it is being used widely enough to have concrete impact on our partners' operations. Present the results of our work and proposals for future work to audiences ranging from analysts to C-suite executives. Embed with our Software Engineering and Product Design teams to incorporate what you saw in the field into cross-product offerings. Build and deliver demos to new and existing customers. Scope out potential engagements in new industries and in increasingly expanding locations around the world. What We Value We value team members who aren’t satisfied with surface-level answers. We value the desire to dive into the details of the data because that’s the core of our work. And we value low ego because the outcome matters more than who gets the credit. Extraordinary ability to take on open-ended problems in unstructured environments. Adaptive and introspective; willing to learn, teach, lead and follow. Ability to travel 25 – 75% required. Varies by location and team. Experience with programming, scripting or statistical packages (e.g. Python, R, Matlab, SQL) is a plus
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Revenue Operations Manager
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New York City
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$110-130k
Our client is in search of a professional with 2-4 years of experience in revenue operations in a fast-growing B2B sales organization. You’re a detail-oriented, highly analytical problem-solver who’s excited to build new processes and leverage data to help drive business decisions. You’re a team collaborator but also can run and lead a project from start to finish. You’re experienced in working with multiple stakeholders cross-functionally, and understand how to successfully connect the dots between Marketing, Business Development, Sales, and other relevant teams. You have at least 1-2 years of experience as a Salesforce administrator. If qualified, apply today! As a Revenue Operations Manager, you will: Serve as system administrator for the Salesforce.com environment and responsible for maintaining Salesforce data integrity Manage integrations of our internal systems Assist in training new users, and grow the Salesforce.com skill set across the organization Continuously find ways to improve sales processes and drive sales productivity Partner with Sales to optimize outbound efforts Help define sales territories and optimize lead routing Provide reporting and insights on: productivity, pipeline, daily activities, compensation, key benchmarks Gather business requirements from interdepartmental stakeholders and provide relevant data and/or dashboards.
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Revenue Operations Manager
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New York City
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$120-150k
Our client in the AdTech space is looking to bring on a Revenue Operations Manager to join their growing team. This individual will help drive operational excellence and process efficiency throughout the company and will have the opportunity to be a key player in shaping processes and controls. If you’re interested in formulating a fundamental end-to-end process for a high-growth company within the fast-paced industry of AdTech, apply today! What you’ll do: Drive the end-to-end management of the client acquisition process Work closely with Client Success, Technology and Finance to establish a repeatable process of client onboarding. We are focusing not on one-off results, but on institutionalizing the process. Support Client Success and Technology team’s use of Salesforce and other platforms (i.e., Zendesk, Jira, etc.), ensuring the integrity of the data and smooth functionality while allowing the CS and Tech teams to focus more on their core duties and less on platform administration Support the business by providing analytics including pipeline analysis, forecasting and results with periodic metrics/KPI reporting and insights Drive forecast accuracy and predictability against targets through improved sales processes, system enhancements and transparency with executive management. Troubleshoot issues with data integrity/connectivity of OMS (Order Management System), CRM (Customer Relationship Management) and financial reporting tools Develop additional ad-hoc reports and financial analysis using multiple data sources and tools such as Google Sheets, Excel and Looker Who you are: 6+ years of experience in enterprise technology revenue operations or 3+ years of operations plus 4+ years of finance/FP&A role working with a highly productive sales team Strong project management skills; PMP (Project Management Professional) certification or project management coursework a bonus Previous experience building a proprietary end-to-end system to manage client acquisition and integration a bonus Experience and knowledge of Salesforce CRM structure and capabilities. Has been responsible for, or participated in, Salesforce reporting Demonstrate a passion for being a sales advocate Knowledgeable and/or willing to learn productivity suites such as MS Office suite (primarily Excel)/Google Office suite with extensive Microsoft Excel/Google Sheets expertise Ability and enthusiasm to learn new analytic software tools in general BA; MBA in Finance or Operations/Project Management (or at least significant relevant coursework in these areas) from top-tier university a bonus
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Lead Product Designer
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New York City
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$180-220k + equity
Our exciting series A client in NYC is building a new kind of professional social network and looking to bring a Senior Product Designer on to join their growing team. Whereas traditional professional networks focus on labelling you with just a job title, our client enables people to share what they actually do in a timeline. We are seeking a Lead Product Designer to join their team as a founding design team member. If qualified, apply today! You will: Lead design projects intended for unique audience use cases and markets around the world. Work with small multi-disciplinary teams made up of representatives from engineering, product, product insights, and marketing, among others. Take into account existing insights, technical constraints, business needs, and specific market demands to produce data-informed solutions. Be autonomous. Take full ownership of your work and full responsibility for every last detail, every step of the way, from whiteboard sketching to high-fidelity final treatments. Rapidly produce multiple concepts and prototypes, understanding when deeper exploration is warranted and when it is best to change paths and try another approach. You have: 5+ years of experience in a similar role at consumer-focused product companies; experience designing for multiple platforms is a huge plus. Incredible designer with amazing ux and ui design chops. You’ve shipped many consumer products/features over the years and are equally skilled at interaction and visual design; bonus skills include motion design and prototyping skills. An aptitude for translating and documenting design ideas into visuals that can be shared with all parts of the business. A strong understanding of usability and user experience principles. Ability to take calculated risks: you’re comfortable with designing to learn, unafraid of making mistakes (because they are a part of learning), and can temper your analytical skills with intuition and creative ambition.
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Director of Sales Operations
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San Francisco
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$185-220k + equity +bonus
Our client in the computer software space is looking for a motivated and enthusiastic Director, Sales Operations (Sales Systems) that will work closely with their clients Sales, Leadership, and Finance teams to architect, build, and manage their sales infrastructure to help their organization scale and grow. You will be responsible for anything that touches their instance of Salesforce, working across stakeholders to define, plan, and prioritize sales system projects, while leading the charge to continuously improve our systems and processes. Responsibilities: Own and manage sales processes as it pertains to our software stack. Serve as the architect and project manager for all sales system projects. Lead projects from start to finish while ensuring successful on-time completion Continually define, improve, and automate sales processes to optimize system operations, sales processes, and sales productivity. Integrate/maintain 3rd party tools with Salesforce and ensure proper data flows into analytics tools and reporting. Engage with stakeholders to identify gaps in system processes, collect requirements, propose and implement solutions Collect requirements, project manage, develop, and execute a plan to implement a CPQ tool integrated with Salesforce. Maintain and support CPQ throughout the deal cycle, product upgrades, and enhancements. Work with Deal Desk and Sales Ops to train and enable the field on CPQ usage and best practices Perform proactive system maintenance, manage ticketing system, respond to user requests/issues, manage security, users, roles, permissions, profiles, maintain backups of Salesforce data, upload data into Salesforce, and introduce administration best practices Train, support, and create documentation/enablement around Salesforce processes on how the field should utilize Salesforce throughout our sales cycle (from lead to closed won and post sales) Develop metrics, create & maintain reports and dashboards in Salesforce to help with operational effectiveness, and provide visibility into our pipeline, order management progress, and ticketing processes Create audit processes and proactively identify data discrepancies, and deficiencies. Establish processes and implement tools to automate data cleansing Requirements: 10+ years of relevant Sales Operations experience managing Salesforce and associated tech stack with a high growth B2B SaaS company. Experience implementing Salesforce including custom objects, fields, formulas, validation rules, workflows, and integration with other systems Salesforce Advanced Administrator Certification required (ADM301) Expertise working in Salesforce, CPQ tools, and other sales systems. Ability to leverage software, documentation, and training to streamline and create robust processes Analytical, possesses business acumen, troubleshooting, problem-solving, and project management skills Outstanding communication skills with the ability to speak in front of senior audiences as well as write clearly, concisely, and compellingly Ability to independently manage ambiguity and work collaboratively to drive outcomes and meet deadlines. Work with multiple priorities/deals simultaneously in a fast-paced environment across a diverse group of stakeholders What we offer: 100% Paid Medical, Dental and Vision Benefits 401(k) Program Fertility Coverage Pet Insurance Dependent Care FSA Mental Health Support Life and AD&D Insurance Unlimited Paid Time Off Wellness Stipend Home Office Equipment Reimbursement Pre-Tax Commuter Benefits
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Senior Sales Operations Manager
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San Francisco
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$150-170k base + bonus + equity
Our startup client in the SAAS space is looking for a motivated and enthusiastic Senior Manager, Sales Operations (Deal Desk) that will work closely with their Sales, Leadership, and Finance teams to build out the processes, policies, and infrastructure to help their organization scale and grow. You will be responsible for the deal process from quote to deal booking, define standard deal procedures/mechanics, provide analytical and process support for complex/non-standard deals, and facilitate approvals with our leadership team. Through this role, you will also provide insight into discount/pricing strategy and deal negotiations. If qualified, apply today! Responsibilities: Own, manage, and drive the quote to deal booking process Be the trusted advisor on deal review, deal structuring, and deal booking Establish standard deal structure and processes Lead and manage deal exceptions and non-standard terms, working across teams to understand deal economics to arrive at the best possible solution for the customer as well as compan Manage the optimization and execution of the deal booking process Review and approve deal terms and data in Salesforce Work with Finance, Sales Ops, and other relevant teams to ensure all relevant approvals and deal details are captured in our systems of record Train and enable the team on our quoting, pricing, policies, and processes Develop metrics and reporting to evaluate our deal processes as well as discount/pricing strategies Requirements: 7+ years of relevant experience (Finance, Sales Ops, Business Ops, Deal Desk) with a high growth technology company Working knowledge of sales operations processes, software pricing/discounting, contracting, and negotiation strategy Comfortable working in Salesforce and with CPQ tools Ability to leverage software, documentation, and training to streamline and create robust processes Analytical, possesses business acumen, troubleshooting, problem-solving, and project management skills Outstanding communication skills with the ability to speak in front of senior audiences as well as write clearly, concisely, and compellingly Ability to independently manage ambiguity and work collaboratively to drive outcomes and meet deadlines Work with multiple priorities/deals simultaneously in a fast-paced environment across a diverse group of stakeholders MBA a plus, but not required What we offer: 100% Paid Medical, Dental and Vision Benefits 401(k) Program Fertility Coverage Pet Insurance Dependent Care FSA Mental Health Support Life and AD&D Insurance Unlimited Paid Time Off Wellness Stipend Home Office Equipment Reimbursement Pre-Tax Commuter Benefits
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Senior UX Designer
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Santa Barbara
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$130-175k + equity
We are seeking a seasoned UX and data evangelist to take on the role of crafting a rich, empowering reporting experience within the Reporting suite of APM. This person should have 5+ years of experience in product design and development – specializing in visual reporting, information design, and complex data. If qualified, apply today! What will you do: Own the look, feel, and experience company's entire Reporting Suite – from how a user interacts with their data to how that data is presented to them. You will be the architect of one of the most critical and most used areas of the product. Work closely with a seasoned development team to craft a best-in-class consumer experience within the Information Layers space. Learn the constraints of the software, and how to properly push against them to propel our user experience forward. Work iteratively and with a highly critical eye for detail – this is a high risk space and needs long term design ownership to ensure success. Obsessively learn the product, our users, and their needs to craft the experience of the Information Layers space. What We’re Looking For: A design leader passionate about crafting best-in-class reporting solutions that are entwined with complex technical constraints. A strategic UX partner looking to grow their long term investment on a stacked development team in the Information Layers space. A fearless customer advocate, who constantly seeks out ways of improving the lives of our users strategically and proactively. A product designer who understands the complexities and nuances of large scale SaaS products, especially in regard to reporting, data, and information layers. A disrupter who follows a personal philosophy of challenging assumptions and constantly asking the question, “what could this experience be that it isn’t today”? A technical whiz who is comfortable working in the boundaries of APM’s complex tech stack, and who can understand and advocate for the best UX within those technical boundaries. An experiential advocate who utilizes UX best practices in regards to data displays and information design. A data champion with both an insatiable hunger for crafting clear, accessible, and technically savvy reporting UIs AND the ability to make focused design decisions from data. A nimble teammate with experience working on Agile product teams and crafting iterative, fast solutions to complex data problems. An empath who is passionate about the property management industry, and specifically about making data and reports easier to use, more accessible, and highly intelligent. Desired Skills & Experience: 5+ years of experience as a UI, UX, or Product Designer with long term investment in a single product area or focus (ideally, data viz and reporting related). Proficiency with best-in-class design and documentation tools (ie, Figma, Coda, Storybook). Experience collaborating closely with engineers and other designers. Experience not only performing user research and collecting data to make decisions – but also presenting those decisions to the larger organization seamlessly and enthusiastically. A keen eye for design improvements and visual detail. A stunning portfolio or collection of past work that relates to this job’s requirements. Outstanding verbal and written communication skills: both synchronously and asynchronously. Bonus qualifications: Experience with designing large scale enterprise web applications focused in Real Estate or Property Tech. Expertise collecting user metrics and analyzing user sessions (e.g. Amplitude, Heap, Mixpanel). Experience with front-end web development (HTML/CSS, JavaScript). Strong interaction design skills and interest.
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Senior Product Designer- Data Collective
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United States
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$130-170k + equity
We are seeking a Senior Product Design for a remote role to join our clients growing team. At the heart of their vision is a product experience for seamlessly collecting, displaying and aggregating user data to power superior financial products, they call it the Data Archive. As their customer base grows, displaying how aggregated user data can be applied to predict financial market movement and other predictions is the true power of the Data Collective. This will not be an easy challenge. They're looking to learn, experiment and build these new product flows and we need your expertise to move the vision forward. If qualfied, apply today! What you'll be doing: Own the design-process and the direction around collecting and displaying user's data and data platform, making these experiences secure, seamless, and delightful. Partnering with Tech and Product Leadership, play active role in defining the long-term strategy for Portfolio dashboards and reporting, and lead the design on shorter-term experiments and iterations to reach that strategy Lead research initiatives by contributing to research questions and highlighting ways to validate and understanding assumptions and solution opportunities with our users Shape and define new opportunities to explore and build the solution for exploration Facilitate workshops with team to find opportunities to around discovery and solution alignment and convergence Active role in forwarding the design strategy with the Leadership, and helping to shape the direction of the Design System by making meaningful contributions About you: 5-8 years of experience working with an in-house team at a customer facing product company (or equivalent) A portfolio of work that shows you areas of expertise Experience leading design for a product area Experience designing for community experiences and delightful contribution and check-out experiences Within 1 month, you will: Familiarize yourself with the product and the tools, process and Language of Design Meet and build relationships with direct partners in development and product management, as well as other stakeholders Collaborate with Design Team members on your first project Within 6 months, you will: You will have helped to bring opportunities of strategic focus to your team Helped to accelerate design experiments to validate assumptions and conceptualize solutions You will have had a direct hand in interviewing and speaking to users about the projects and experiences under your responsibility. Presented your work to various stakeholders Providing guidance and feedback through your own unique view-point, influencing and pushing the overall quality of the team forward Within 12 months, you will: Start to become an expert in a given product area Begin to see how all the pieces of the our experience fit into the larger strategic vision Gain ownership and directly interact with development and product leaders to shape the phases of our product Help to onboard new hires and make impacts to the design culture As a member of the team, you will enjoy a variety of perks and benefits such as: Health Benefits: - Comprehensive Health and Dental Benefits, plus a Health Spending Account Flexibility: - Flexible work hours with the ability to work from home when need be - Work From Anywhere Policy - Flexible Time-Off Policy Investment Opportunities: - Employee Stock Options - Access to our Hedge Fund
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Senior Product Designer- Portfolio Experience
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United States
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$130-170k + equity
Our client currently provides a best-in-class active investing algorithm. This powers an easy, stress-free investing experience for our users in the mobile app. At the heart of this experience is reporting. They are aiming to build experiences that highlight and explain how the algorithm is predicting the movement of the financial market and how it is using data to make these predictions. They need you to help conceptualize and deliver amazing reporting experiences. If qualified, apply today! What you'll be doing: Own the design process and experience direction for displaying data and reporting on performance for Investment Portfolios housed in our Native Mobile Experiences (iOS and Android) Explore and bring new perspectives on ways and methods to visualize data and information in order to create exceptional, data experiences Contribute to any data visualization or experience standard for this product area Partnering with Tech and Product Leadership, play active role in defining the long-term strategy for Portfolio dashboards and reporting, and lead the design on shorter-term experiments and iterations to reach that strategy Lead research initiatives by contributing to research questions and highlighting ways to validate and understanding assumptions and solution opportunities with our users Shape and define new opportunities to explore and build the solution for exploration Facilitate workshops with team to find opportunities to around discovery and solution alignment and convergence Active role in forwarding the design strategy with the Leadership, and helping to shape the direction of the Design System by making meaningful contributions About you: 5-8 years of experience working with an in-house team at a customer facing product company (or equivalent) A portfolio of work that shows your areas of expertise in crafting amazing dashboards and telling stories with data. No "word-clouds" please Demonstrated experience leading design for a product area Experience with financial data or Fin Tech experience a plus Within 1 month, you will: Familiarize yourself with the product and the tools, process and Language of Design Understand the current-state and tooling for data visualization and data experience Meet and build relationships with direct partners in development and product management, as well as other stakeholders Begin to learn how our customers use, interact and speak about the experience of data in the app Within 6 months, you will: Help to develop opportunities of strategic focus around visualizing data Accelerate design experiments to validate assumptions and conceptualize solutions Gain an intimate knowledge of the possibilities and limits of building and visualizing data experiences Interview and speak to users about the projects and experiences under your responsibility. Present your work to various stakeholders Provide guidance and feedback through your own unique view-point, influencing and pushing the overall quality of the team forward Within 12 months, you will: Become an expert and trusted consultant around Data experiences Begin to see how all the pieces of the our experience fit into the larger strategic vision Gain ownership and directly interact with development and product leaders to shape the phases of our product Help to onboard new hires and make impacts to the design culture As a member of the team, you will enjoy a variety of perks and benefits such as: Health Benefits: - Comprehensive Health and Dental Benefits, plus a Health Spending Account Flexibility: - Flexible work hours with the ability to work from home when need be - Work From Anywhere Policy - Flexible Time-Off Policy Investment Opportunities: - Employee Stock Options - Access to our Hedge Fund
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