Senior Solutions Manager, PerchPeek

• 5-8 years of experience in either Financial Operations / working on a Finance Product / Revenue Operations
• Strong understanding of financial principles and accounting concepts
• Demonstrated experience with Hubspot CRM and Xero accounting platform
• Proven track record in financial product/service development
• Excellence in analytical and problem-solving skills
• Experience in process automation and scaling operations
• Strong project management capabilities
• Demonstrated ability to drive large-scale systems and process changes

Desirable

• This unique hybrid role bridges revenue operations, product development, and financial services, with a primary focus on advancing PerchPeek’s revenue operations and integrating client-focused financial services into our product suite
• You will blend operational excellence with innovation to drive large-scale system, process, and product improvements in a structured and effective manner
• You should be equally comfortable diving into the details of process design and stepping back to see the bigger strategic picture
• This role reports to the Head of Operations and will work with senior stakeholders across Finance, Sales and Product teams to enhance efficiency, support client onboarding, profitability analysis, and tool integrations in both internal and external financial functions
• Own the development of our Finance-as-a-Relocation-Service (FaaRS) product lines for both clients and customers
• Collaborate with Product team and Executives to define and execute the technical roadmap for FaaRS
• Act as Product Owner for financial tools development, creating robust documentation and testing solutions
• Evaluate and recommend external tools and manage their implementation, including training and monitoring adoption
• Lead the continuous assessment and optimization of revenue operations processes, maintaining detailed process documentation and scalability
• Develop and implement automated processes and financial tools for accurate revenue recognition across CRM and accounting platforms
• Drive the integration of financial platforms and manage tool rollout projects, including training initiatives
• Collaborate with internal financial functions to implement financial tools, integrations, and automations to streamline operation
• Lead financial onboarding processes for new clients, including process mapping, advisory services, and systems setup
• Develop and maintain client financial reporting frameworks
• Analyze client profitability at the account level and collaborate on pricing strategy optimization with the GTM, Finance, and Operations teams
• Proactively own relationships with key partners, including Head of Finance and VP Product, to ensure effective collaboration
• Ensure accurate and polished client-facing deliverables and maintain strong communication and documentation with external and internal stakeholders

• Firstly, no need for a full cover letter (phew)! Please just share your resume and answer our small number of get-to-know-you questions
• If we think we’re well matched, you’ll be invited to a video call with one of the PerchPeek team so we can get to know each other a bit better
• We hope you’re as excited to apply as we are to hear from you. Good luck!