Job Description

Join us as a Business Development Representative, where you'll be at the forefront of driving growth. You'll have the exciting opportunity to identify promising leads, arrange engaging product demonstrations for our Account Executives, and play a pivotal role in nurturing opportunities for Daxko sales. It's a dynamic position that offers the chance to be part of a team dedicated to expanding our reach and impact in the industry.

Qualifications

• Strong interpersonal and communication skills  
• Strong computer and multi-tasking skills 
• Ability to work independently; take initiative; and demonstrate team accountability  
• Ability to self-direct to handle and prioritize requests 
• Proficient organizational/time management skills and attention to detail 
• Create, build, and maintain relationships and rapport with prospects and customers  
• Strong work ethic and ability to execute critical imperatives  
• High School Diploma or equivalent  
• 6 months to 1 year of experience in Sales 

In your day-to-day, you will:

• Make proactive calls to cold and warm leads in our database to generate interest 
• Field inbound calls to qualify, book demos, and sign-up new customers 
• Qualify leads via a consultative conversation to determine needs 
• Schedule product demonstrations with qualified prospective customers 
• Effectively manage prospects through nurture cadences in Outreach 
• Work with internal team on outreach strategy and team goals 
• Meet and exceed daily/weekly/monthly activity targets for calls, emails, talk time, demos booked, demos attended, and assisted sales quotas 
• Keep accurate activity and notes in Outreach and SalesForce 

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Job Description

The Director, Product Management – SMBis responsible for a product category within our portfolio of health and wellness software, driving and shaping the overall product strategy and roadmap with a focus on people management. You will mentor and manage a team of Product Managers and work directly with internal and external teams to identify opportunities, set product direction, and influence our releases. You will be the leader and end-to-end owner for a group of products including Zen Planner & SugarWOD, dedicated to driving the group’s profitable growth with a metrics-driven mindset.

This role is responsible for driving the product category vision and market strategy, business cases, roadmap, and the achievement of financial and customer experience goals. As the leader for your category, you will develop and execute the commercialization strategy across functions with responsibility for bookings, revenue, and margin. This includes ensuring that all departments are prepared for successful product launches and go-to-market execution. 

You will work directly with product leadership, Sales, Marketing, Engineering to drive product ideation and roadmap development. We are looking for a natural problem solver who puts the consumer front and center, can work amidst ambiguity, and be willing and able to roll up your sleeves to get the job done.

The successful candidate has a blend of visionary and analytical skills, can account for every dollar we invest in products, how it benefits the customer and creates value, and how/when we make a return on investment.

What will you do? 

• Build a world-class team, identify team members' strengths and use them successfully
• Continuously mentor and scale the product team while motivating product managers to deliver high-quality work
• Manage the business metrics of the product category (bookings, revenue, margin, gross retention), providing recommendations to improve the commercial performance of our products and ensure financial goals are met
• Extract maximum commercial value from the product category through packaging, pricing, and new feature development 
• Help shape and define the product team's methodology while leveraging product and industry best practices
• Communicate and evangelize the product team's goals and strategy to identify opportunities for synergy and build alignment across various stakeholders
• Drive the product strategy and roadmap to ensure that the company achieves its long-term business needs and goals
• Identify and define KPIs and metrics for the team to set targets and drive overall team performance
• Provide ongoing market analysis and action plans by tracking the market and competitive dynamics for the product category

Qualifications

Successful candidates will demonstrate:

• Commercial product management expertise – Demonstrate a track record of success in B2B product management
• Team Leadership – Build and develop a world-class team, identify team members' strengths and use them successfully
• Strategic/Tactical Balance – Ability to balance the market and product vision with disciplined tactical execution
• Market Focus – Analyze and understand market segmentation, trends, players, and the impact on product commercialization and strategy
• Customer Focus – Analyze and understand voice of the customer (win/loss, NPS, customer interviews) and the impact on customer experience
• Cross-functional leadership – Lead and drive execution across Development, Sales, Marketing, Support, and Customer Success
• Drive & Grit – Operate in a fast-paced environment with a focus and determination to achieve high-quality results

Minimum qualifications:

• Bachelor’s degree in Business Administration, Marketing, Engineering, or in a related field
• 8+ years of experience in B2B software Product Management, Marketing, or in a related area with commercial responsibilities
• 3 or more years of management experience
• Strong verbal and written communication and presentation skills, with the ability to effectively communicate at all levels of the organization
• Pragmatic Marketing certified or related product management certification
• Ability to travel up to 25%

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Job Description

Join us as the Technical Services Team Lead. Lead our dedicated Technical Services Engineers in resolving cases across all our products and services. Your role involves nurturing and developing our team into technical experts and SQL wizards, enriching customer experiences and driving company success. As the primary communicator and collaborator, you'll ensure seamless coordination within your team and across departments on technical matters and trends. Apply now to shape the future of our technical support landscape.

Supervisory Responsibilities:  

• Evaluates and provides real-time feedback on performance 
• Trains and/or ensures that team is properly trained for their specific roles 
• Schedules work hours and shifts 
• Assists in resolving emergencies, such as a quality or customer problem that might be escalated to the team supervisor for handling 
• Identifies and resolves workplace problems, including tardiness or absenteeism 
• Sets and helps team understand performance targets and goals 

Qualifications

• Strong interpersonal and communication skills  
• Strong computer and multi-tasking skills
• Ability to work cross-functionally and maintain exceptional cross-team communication 
• Train and teach others how to use product(s) 
• Proven ability to have candid conversations around business practices, system utilization, and product expectations 
• SQL querying mastery 
• Strong organizational skills  
• Ability to work independently; take initiative 
• Excellent time management skills with a proven ability to meet deadlines 
• Able to maintain professionalism and act with integrity 
• 1-2 years related experience in Technical Services

In your day-to-day, you will:

• On-boarding, training, and mentoring front-line Technical Services representatives, transferring expert system and product knowledge. Conducting 1:1s, coaching, and development feedback for direct report team members. 
• Quality assurance/auditing for cases and Salesforce and JIRA. 
• Acting as the escalation point for team's assigned customer group, advocating for customers and serving as their sounding board for significant issues. Driving resolution for high priority issues across teams. 
• Identifying trends, risks, and opportunities for growth across products and bring them to the product meeting with dev/QA/manager. 
• Collaborating with Strategic Relationship Manager, Launch and Education, and Product Strategy regarding customer business needs, trends, and feedback 
• Monitoring of SWE results of each Product that you are assigned to 
• Coordinating team schedule 
• Assisting with the Technical Services hiring process 

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Job Description

Join our dynamic Digital group as we seek a seasoned Senior Digital Marketing Account Manager with a knack for website development and client experience. Dive into the vibrant world of health and wellness industry clients, where you'll ensure projects thrive from inception to completion. 

As the maestro of website development, digital marketing, and client relations, you'll navigate swiftly through this exhilarating realm. You'll stay ahead of the curve by embracing new trends and leveraging your expertise to guide clients in shaping their digital destiny.

Your mission awaits: You will cultivate robust client relationships while leading pivotal projects in close collaboration with diverse teams. You will shepherd evolving visions and guide supplementary projects through their lifecycle. Empowered with state-of-the-art digital tools, you will propel our clients toward unparalleled digital success.

This role is tailor-made for a forward-thinker who revels in detail and excels in strategic project management. Your project management prowess will bring our client's visions to life, surpassing their every expectation. Join us in shaping the digital future today!

Qualifications

• Proficient in nurturing client relationships
• Exceptional website project management skills, including time management and analytics
• Mastery of marketing systems and reporting tools, such as automation, testing, and CRM
• Skilled in creating and executing Statements of Work (SOWs)
• Knowledgeable in paid marketing, organic and technical SEO
• Expert problem-solver, adept at evaluating options and implementing solutions
• Strategic thinker, adept at handling stressful situations with ownership
• Confidently trains others in WordPress, Google Analytics, and marketing tools
• Mentors teammates on SOW processes
• Leads internal and external meetings with confidence
• Collaborates with leadership for new business discovery and planning
• 3-5 years of relevant experience
• Proficient in WordPress, Google Analytics, and Microsoft Office Suite
• Experienced in project management, website UX/UI design, and content management
• Proficient in Technical SEO during website development

In your day-to-day, you will:

• Lead WordPress projects from inception to completion, ensuring prompt delivery and client satisfaction.
• Conduct new business discovery and presentations as necessary.
• Manage relationships and performance for a client portfolio within a specific vertical.
• Spearhead client strategy, navigating project obstacles as they arise.
• Coordinate with internal and external teams for project execution.
• Cultivate client relationships, offering consultative guidance to meet their goals.
• Collaborate on visually appealing, user-friendly websites aligned with client branding and marketing objectives.
• Identify opportunities for upselling and cross-selling additional services.
• Address client concerns promptly to enhance retention.
• Develop and present Statements of Work (SOWs) for client projects.
• Monitor SOW time-tracking and billing accuracy.
• Coordinate with partner firms to fulfill client contracts and facilitate communication.
• Optimize ad performance on platforms like Facebook and Google Search, providing comprehensive campaign reporting.
• Enhance organic website traffic and search engine rankings through technical SEO strategies.

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Job Description

Join our dynamic team as the Merchant Suport Team Lead! Take charge of Tier II merchant support, ensuring swift service delivery and seamless account maintenance. Embrace the opportunity to mentor and develop team members while collaborating with various departments to provide exceptional support to Gains merchants. Apply now and be at the forefront of delivering outstanding merchant support!

Qualifications

• Consistent exceptional performance versus key performance indicators 
• Demonstrated expertise in Daxko’s payments-related products and services 
• A proven ability to build strong collaborative working relationships with business partners 
• Excellent communicator able to convey complex ideas succinctly  
• Exceptional customer service skills including patience and empathy 
• Critical thinking and problem-solving skills 
• Strong computer and multi-tasking skills \
• Ability to work as a valued teammate, manage time effectively, prioritize, and take initiative 
• Ability to work effectively in a fast-paced, high-volume environment 
• Strong attention to detail 
• Bachelor’s Degree 
• Six (6) years of Customer Service experience 
• Five (5) years of experience working with credit card / ACH processing and/or fintech companies 
• Proficiency using PC  
• Demonstrated expertise in customer service 
• Demonstrated ability to effectively manage complex financial projects 
• Demonstrated ability to effectively manage customer escalations 

Supervisory Responsibilities: 

• Evaluates and provides real-time feedback on team and individual performance 
• Trains and/or ensures that team members are properly prepared for their specific roles 
• Manages the team’s work schedules and PTO  
• Coordinates on-going team training initiatives 
• Manages resource allocations and makes staffing recommendations  
• Responsible for overall merchant satisfaction in relation to Gains items 
• Responsible for overall team performance versus department and company KPIs 

In your day-to-day you will:

• Oversee day to day functions of the Merchant Support Team 
• Lead a team of Merchant Advocates across all Daxko products to ensure that merchant issues are promptly resolved with 100% accuracy  
• Lead a team of Risk and Underwriting Specialists across all Daxko products to ensure that merchant account items are promptly resolved with 100% accuracy  
• Manage escalated issues to provide exceptional merchant experiences 
• Serve as a resource for the team to successfully manage complex merchant launch, risk, and funding situations 
• Provide Payments Leadership with strategic input in areas such as team structure, process improvement and new product implementation plans 
• Own, analyze and deliver team performance metrics to Payments Leadership 
• Drive overperformance of the team through routine analysis of KPIs and processes improvement 
• Encourage and motivate team members by providing ongoing coaching and direction  
• Build and promote a positive and collaborative culture across Payments teams 
• Own team documentation, SOPs maintenance and creation of best practice documentation 
• Maintain a thorough understanding of processor / vendor products, platforms, and systems 
• Serve as a Daxko payments related products and services expert  
• Follow all organizational compliance policies and standard operating procedures 
• Consistently exceed team weekly, monthly, and quarterly key performance indicators. 
• Lead team trainings to grow team product and payments expertise 

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Job Description

Do you know what it takes to deliver a WOW customer experience? Are you passionate about Customer Service? Daxko’s Customer Service Team is looking for a WOW-provider to support its Operations and Accounting software. We need someone with personality and versatility that can take initiative, manage team projects, build rapport, and build lasting client relationships. Think you’re up to the task? 

The Customer Service Advocate – Accounting Specialist reports to the Customer Service Team Lead on our Nonprofit Daxko product.

What you'll be responsible for...

• Talk the Talk.  Effectively communicate with staff at all levels in an organization and more specifically with CFOs, accountants, business managers, and auditors.
• Answer the S.O.S.  Answer product questions and clearly explain technical concepts to a non-technical audience. 
• Show them the way.  Help customers better utilize our software by providing best-practice consulting and on the spot product training.
• Fix problems.  Be prepared to investigate and diagnose system issues via research and testing.  
• Own it.  You’ll need to think for yourself, take initiative, and act innovatively to help our customers and Daxko succeed.
• Hit the bulls-eye.  You’ll have goals around call volume and quality.  Aim high…
• Share your stats.  We don’t need to know your shoe size, but we will need you to report on various performance metrics.
• Never stop learning.  Participate in team trainings and professional development opportunities in order to become an expert.

Qualifications

Required Skills/Abilities:

• Accounting knowledge is a must
• Self-starter mentality with the ability to take ownership of individual work
• Strong interpersonal and communication skills
• Strong computer and multi-tasking skills
• Create, build, and maintain relationships and rapport with clients
• Identify complex problems and information to develop and evaluate options and implement solutions
• Ability to work comfortably in a fast-paced, high-volume call center environment
• Ability to handle stressful situations or dissatisfied customers
• Train and teach others how to use product(s)
• Availability to work 8 hours each day, Monday through Friday with periodic on-call time

Required Education and Experience:

• Bachelor’s degree with an Accounting Major/Minor or related field OR two (2+) years of accounting experience

Preferred Education and Experience:

• Bachelor’s degree with an Accounting Major/Minor or related field
• 1+ years of relevant experience
  • Customer Service Experience
  • Technical, help-desk, or support experience
  • Experience using a CRM software, such as Salesforce

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