Salesforce Developer

Location: Austin, TX (Hybrid, 3 days/week onsite)

About Us:

Togetherwork is a $250M recurring revenue SaaS business with over 33 software applications serving 12+ vertical markets. We exist to help communities, organizations, and businesses thrive by delivering software solutions tailored to their unique needs.

With our new headquarters on South Congress in Austin, TX, we are entering an exciting phase of growth. We work hard and play hard. We love our customers, we innovate with purpose, and we won’t stop until we’ve delighted every client across the diverse ecosystem we serve.

About the Role:

The Salesforce Developer is a customer-focused technical role responsible for developing scalable Salesforce and Fonteva solutions that align customer business objectives with platform capabilities. As a trusted technical expert, the Salesforce Developer translates business and functional requirements into high-quality technical solutions using Apex, Lightning Web Components (LWC), Flows, and integrations. This role partners closely with Solution Consultants, Solution Architects, Project Managers to deliver simple, secure, scalable, and maintainable solutions that follow Salesforce and Fonteva best practices.

What You'll Do:

• Develop and implement customer solutions by extending Fonteva capabilities and leveraging Salesforce platform capabilities using Apex, Flows Lightning Web Components (LWC), JavaScript, and integrations to meet business requirements ensuring solutions are simple, scalable, secure, and maintainable.
• Collaborate with Solution Consultants and Solution Architects to analyze business requirements and translate functional designs into scalable technical solutions.
• Participate in technical design sessions, architecture discussions, and code reviews to ensure high-quality solutions that align with Salesforce and Fonteva best practices.
• Create and execute unit tests, maintain high code coverage, and support System Integration Testing (SIT), User Acceptance Testing (UAT), deployments, and production validation.
• Troubleshoot and resolve defects, production issues, and performance bottlenecks across implementations.
• Prepare and maintain technical documentation, including designs, architecture diagrams, integration specifications, and deployment documentation.
• Support Fonteva upgrades by evaluating release impacts, implementing required enhancements, and ensuring custom solutions remain compatible with Salesforce and Fonteva platform releases.
• Develop, and maintain reusable components, and accelerators that improve delivery efficiency, consistency, and long-term maintainability.
• Leverage AI-enabled development tools to improve productivity, accelerate software delivery, and enhance code quality while applying sound engineering judgment.

What You’ll Bring

• Bachelor's degree in computer science, Information Systems, Software Engineering, or related field.
• 4+ years of hands-on Salesforce development experience delivering enterprise applications.
• Strong experience developing Salesforce solutions using Apex, Flows, Lightning Web Components (LWC), Triggers, Batch Apex and Platform Events.
• Experience implementing Salesforce applications across one or more Salesforce Clouds, including Sales Cloud, Service Cloud, Experience Cloud or Marketing Cloud.
• Strong understanding of Salesforce platform, managed packages, governor limits, security model, sharing rules, profiles, permission sets, and declarative capabilities.
• Proficiency in integrating Salesforce with external systems using APIs.
• Experience using Salesforce DX, Git, and modern Salesforce development tools for source control and package-based development.
• Strong analytical, troubleshooting, and problem-solving skills with the ability to diagnose and resolve complex technical issues.
• Excellent written and verbal communication skills with the ability to collaborate effectively with customers, business stakeholders, and technical teams.
• Salesforce Platform Developer I certification required.

Preferred Qualifications

• Experience developing solutions on the Fonteva platform or other managed packages built on Salesforce.
• Experience with Association Management Systems (AMS), member-based applications, or nonprofit solutions.
• Experience with LLMs, AI orchestration frameworks (e.g., LangGraph or similar), Python, and implementing AI-powered Salesforce solutions, including Agentforce, is a Strong plus.

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.

Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.

FP&A Analyst 

Location: Austin, TX (Hybrid)

About the role 

TogetherWork's FP&A team is looking for an FP&A Analyst to support revenue forecasting for a handful of verticals (to be assigned), help run our monthly reporting cycle, and serve as the lead analyst on expense forecasting and variance analysis for one to two departments (to be assigned). This is a great role for someone early in their FP&A career who wants broad exposure to both revenue and expense-side work while building strong business partnership and modeling skills. 

What you'll do 

• Build and maintain revenue forecasts for a handful of assigned revenue verticals, incorporating churn, downsell, new customer activity, and ARR trends 

• Support the monthly reporting cycle, including variance analysis and revenue reporting for your areas of coverage 

• Serve as the lead analyst on expense forecasting and variance analysis for one to two assigned departments, partnering directly with department leaders 

• Investigate and explain drivers of variance between actuals and forecast/budget 

• Pull and package data — product-level revenue and cost, vendor and contractor spend, customer ARR, churn and downsell detail — for business partners on request 

• Support the quarterly rolling reforecast and Q3 annual budget cycle for your assigned areas 

• Help business partners think through the financial impact of decisions, with guidance from the FP&A Manager or Director 

• Flag data or process issues that affect forecast accuracy 

What we're looking for 

• Strong Excel and financial modeling skills 

• Comfortable partnering directly with non-finance stakeholders; strong written and verbal communication 

• Detail-oriented, with a track record of catching and explaining variances 

• Bachelor's degree in Finance, Accounting, Economics, or related field 

• 1–3 years of relevant FP&A, accounting, or analytics experience 

• Experience with recurring-revenue or subscription businesses is a plus 

Who you'll work with 

You'll report to the FP&A Manager and work closely with the Director of FP&A, the Senior FP&A Analysts, and the leaders of your assigned revenue verticals and departments. 

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.

Product Designer 

Department: Product 

Reports To: VP of Design & Usability

Location: Austin, TX (Hybrid Required) 

Overview 

Many of our products were built over time across distributed teams and evolving standards. We are modernizing these applications to create clearer, more accessible, and more scalable user experiences. 

We are also rethinking how design work gets done. AI is not a side tool on this team — it is embedded in how we research, prototype, build, and deliver. We expect every designer to actively use AI across their workflow, push its limits, and share what they learn. 

This is an early-career role with real ownership. You will work on meaningful product problems, contribute to shared design systems, and experiment with AI-augmented workflows daily. The pace is fast, the problems are ambiguous, and the tools are still being invented. 

This is not a pixel-polishing role. This is not a role with rigid process and predictable deliverables. This is a foundational product design role in an environment where experimentation is the expectation. 

Role Summary 

We are looking for an associate product designer who is already experimenting with AI in their design practice and is hungry to go further. You are not waiting for someone to hand you a process — you are figuring out what works, testing new approaches, and iterating quickly. 

You are curious, resourceful, and comfortable with ambiguity. You ask sharp questions, seek feedback, and care deeply about usability and clarity. You are energized by the idea of using AI to move faster and think bigger — not as a shortcut, but as a multiplier. 

You will support modernization efforts across the Togetherwork portfolio, contribute to shared design systems, and collaborate closely with product and engineering. You will also be expected to actively experiment with AI tools for research synthesis, prototyping, content generation, accessibility auditing, and workflow automation. 

If you prefer highly structured, predictable environments with well-documented processes, this is probably not the right fit. If you thrive when you are given a hard problem, modern tools, and the freedom to figure it out — keep reading. 

What You’ll Do 

A Collaborative Partner to Product and Engineering 

• Own UX for specific features or defined product areas within the Togetherwork portfolio, from discovery through delivery 

• Improve clarity, usability, and accessibility within existing workflows — using AI-assisted analysis to identify issues and validate solutions faster 

• Contribute to shared design system components by applying established patterns and proposing improvements 

• Collaborate closely with product managers and engineers, translating ambiguous requirements into testable design directions 

• Use AI tools daily — for research synthesis, competitive analysis, rapid prototyping, copy generation, accessibility checks, and workflow automation 

• Experiment with emerging AI capabilities and share findings with the team; your discoveries will shape how we work 

• Iterate on designs based on feedback from senior designers, cross-functional partners, and real usage data 

• Participate in modernization efforts across legacy workflows, bringing fresh perspective and modern tooling to established products 

You will work in an environment where teams are being built, processes are maturing, and standards are evolving. You will gain exposure to systems thinking, scalable UX practices, and AI-augmented design workflows as part of your growth. 
 

Qualifications 

Required Qualifications 

• 2–4 years of product design experience (internships or relevant experience included) 

• Experience working on SaaS products or complex workflows (academic or professional) 

• Foundational understanding of UX principles and interaction design 

• Strong communication skills and openness to feedback 

• Demonstrated, active use of AI tools in your design workflow — not just awareness, but regular practice across research, prototyping, or building 

• A portfolio showing clear problem framing, thoughtful design decisions, and AI-augmented work 

Portfolio Requirements 

We are specifically looking for: 

• Clear articulation of the problem and constraints 

• Evidence of iteration based on feedback 

• Thoughtful application of usability principles 

• Concrete examples of AI tools in your process — what you used, how it changed your approach, and what you learned (we want to see this, not just hear about it) 

As part of the interview process, candidates will be asked to present work and discuss their problem framing, design decisions, and how they incorporated feedback.

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• 100% employer-paid Basic Life and AD&D insurance
• 401(k) retirement plan with a 100% company match up to 4%
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• 12 weeks paid parental leave

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.

FP&A Manager 

Location: Austin, TX (Hybrid)

About the role 

TogetherWork's FP&A team is looking for an FP&A Manager to help ensure the accuracy and rigor of our revenue forecasting, serve as the finance team's primary touchpoint for expense management and forecasting, and build out our analytics coverage of payments. This is a player-coach role: you'll provide oversight and quality control across a subset of revenue verticals — with one or two analysts holding a dotted-line relationship to you — without owning the day-to-day model updates yourself. You'll partner closely with department and vertical leaders across the business, and with the Director of FP&A, to keep our forecasts sharp and our decision support strong. 

What you'll do 

• Provide oversight and quality control over revenue forecasting for an assigned subset of verticals, reviewing analyst-built models for accuracy, consistency, and sound assumptions 

• Serve as a dotted-line manager to one or two FP&A analysts, guiding their forcasting approach and supporting their development 

• Act as the FP&A department's touchpoint for expense management and forecasting, partnering with business leaders to understand cost drivers and keep the expense forecast current 

• Lead the build-out of payments analytics, developing reporting and insight into payments-related revenue, costs, and trends 

• Partner with department and vertical leaders to model the financial impact of investment cases, new initiatives, and other business decisions 

• Stress-test assumptions and help business partners build financially grounded recommendations for leadership 

• Support the quarterly rolling reforecast and the Q3 annual budget cycle across your areas of coverage 

• Identify and help resolve gaps or inconsistencies in forecasting methodology across the team 

What we're looking for 

• Strong business partnership skills — comfortable working directly with non-finance leaders and translating between the numbers and the business 

• Advanced Excel and financial modeling skills; ability to review and improve others' models, not just build your own 

• Experience with revenue forecasting, expense forecasting, or variance analysis in a corporate FP&A environment 

• Strong communication and soft skills — able to coach analysts, influence stakeholders, and present clearly to leadership 

• Prior people-management or dotted-line oversight experience is a plus 

• Experience with payments, subscription, or recurring-revenue businesses is a plus 

• Bachelor's degree in Finance, Accounting, Economics, or related field; 5+ years of relevant FP&A experience 

Who you'll work with 

You'll report to the Director of FP&A and work alongside the other FP&A Manager, and the team's Senior FP&A Analysts. You'll also partner directly with department and revenue-vertical leaders across the business.

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.

Accounts Receivable Specialist

Location: (Remote- US Based)

Job Summary

The Accounts Receivable Specialist position supports our client base by overseeing all areas relating to Account Receivables for assigned clients and is also responsible for monthly open balance statements, billing transactions, monitoring incoming payments, and spotting accounting discrepancies.

What You’ll Do:

For specifically assigned accounts and/or groups of accounts, the AR Specialist will be responsible for all tasks involved in the accounts receivable cycle, including:

• Process and oversee funds received by various means (including checks, cash, credit card, direct credit and direct debit), and allocate on an accurate and timely basis.
• Provide customer service for synagogue and congregant requests & transactions.
• Prepare and deliver monthly and annual statements as required.
• Sync daily data from accounts receivable software to QuickBooks file.
• Set up one-time payments and recurring payment plans.
• Process and oversee posting of daily and annual billing.
• Provide ad-hoc and scheduled reports as needed.
• Research bank reconciliation discrepancies.
• Process refunds as needed.
• Send daily deposit reports.
• Maintain updated charge types.
• Maintain client files.

Teamwork

• Effectively communicate with Account Managers and other Kesef departments as needed.
• Oversee data entry staff, and provide guidance and instruction as needed.
• Undertake other tasks and/or projects as required to support the wider Kesef Team.

What You’ll Bring:

• Bachelor Degree in Finance, Accounting, or related field or at least 4 years equivalent office work experience as an Accounts Receivable Specialist or similar role.
• Microsoft Office proficiency (Outlook, Excel, SharePoint, Teams etc)
• Comfortable working with technology and productive within a remote work environment
• Excellent verbal, written, and interpersonal communication skills
• Superb time management skills and ability to prioritize effectively
• Self-motivated and adaptable
• Positive attitude towards learning new skills and systems
• Strong organizational & mathematical skills
• Understanding of basic bookkeeping principles
• Ability to work independently and collaboratively within a team.

Preferred

• Knowledge of electronic banking and other financial management products and services
• Accounting, Banking and/or Bookkeeping experience (Quickbooks)
• Experience in accounts receivable (or accounts payable)
• Experience in driving process improvement
• Synagogue knowledge and experience
• Experience with ShulCloud software
• Experience with Monday.com software

Why This Role:

• Support Jewish communities nationwide by helping synagogues maintain financial clarity and operational stability
• Work with a collaborative, purpose-driven team that values precision and continuous learning
• Remote, US-based flexibility suited for a self-directed professional
• Opportunity to grow within a mission-oriented organization
• Apply your AR expertise in a meaningful, community-focused context

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

$50,000- $55,000

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.

Sr. Analyst, Customer Support

Location: Austin, TX (Hybrid), Remote

We are looking for a Sr. Analyst, Customer Support to serve as the dedicated analytics partner to our Customer Support organization within CX Operations. This role is responsible for turning operational data into the metrics, insights, and narratives that drive decisions across 17 software products—owning reporting cadences, monitoring KPIs, and translating business requirements into clear Power BI dashboard specifications. The Sr. Analyst partners closely with the Head of Customer Support, the Director of Reporting & Analytics, and our internal BI engineering team to ensure that support leaders have the accurate, timely, and actionable data they need to manage the function at scale.

What you’ll do:

Reporting & Insights Ownership

• Own the weekly reporting cadence for the Head of Customer Support and ops leadership—on time, every time
• Own the Customer Support section of the monthly ops reporting pack presented to the ELT
• Translate business requirements into clear dashboard specifications for the Power BI engineering team
• Ensure accuracy and reliability of all Customer Support reporting outputs—serving as the quality gate for all deliverables
• Interpret dashboard data and surface the narrative behind the numbers for functional leaders

KPI Monitoring & Operational Insights

• Monitor SLA attainment, ticket volume trends, CSAT, first contact resolution, and time-to-resolve across all products
• Proactively flag anomalies and emerging trends before they become escalations
• Conduct deep-dive analyses when metrics move unexpectedly or when root cause understanding is needed
• Support workforce planning and capacity tracking for the Support function

KPI Definition & Governance

• Partner with the Head of Customer Support to define and maintain core metric definitions and targets
• Standardize metric definitions in alignment with the Director of Reporting & Analytics and the peer analyst role
• Maintain documentation for data sources, metric logic, and reporting processes
• Serve as the business-side owner of Support data—partnering with engineering on data quality in Zendesk and Salesforce

Cross-Functional Partnership

• Act as the primary liaison between Customer Support leadership and the Power BI engineering team
• Coordinate dashboard requirements, prioritization, and iteration cycles with the engineering team
• Collaborate with Finance, RevOps, and the peer analyst as needed to align on shared definitions and reporting

What you’ll bring:

• 4–6 years in an analytics, reporting, or business analyst role supporting Customer Support, CX, or operations
• Solid SQL skills—ability to pull and manipulate data independently across multiple source systems
• Comfort working with and interpreting Power BI dashboards, including the ability to write clear specifications for what needs to be built
• Hands-on experience with Zendesk or Salesforce Service Cloud data
• Strong ability to translate data into a clear narrative—understanding what the numbers mean, not just what they are
• Exceptional attention to detail and commitment to reporting accuracy—day-to-day reliability is non-negotiable in this role
• Clear written and verbal communication skills, with the ability to present findings to operational leaders without jargon
• Experience in or strong familiarity with SaaS environments and support operations concepts (tiered support models, SLA structures, CSAT methodology)
• Experience writing dashboard or reporting requirements for a BI or engineering team (preferred)
• Experience contributing to ELT or board-level reporting packs (preferred)

Why This Role:

• Play a foundational role in a newly built Reporting & Analytics function within CX Strategy—this is not a backfill, it’s a build
• Work directly with senior leadership, including the Head of Customer Support and the VP of CX Strategy, with real influence on how the function is managed
• Own meaningful reporting outputs—from daily operational cadences to monthly ELT packs—with visibility across the organization
• Operate across a modern reporting stack: Power BI, Salesforce, Zendesk, Kantata, and Monday.com
• Join a company scaling quickly through acquisition and organic growth, where analytical rigor is increasingly central to how decisions get made

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• 100% employer-paid Basic Life and AD&D insurance
• 401(k) retirement plan with a 100% company match up to 4%
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• 12 weeks paid parental leave

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.

Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more.

Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.

Interview Process & Expectations Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.

Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.  

Client Solutions Manager

Location: Remote (U.S.-based)

Type: Full-time

About Us

At Togetherwork, we empower mission-driven organizations with cutting-edge software solutions. Our clients include some of the world’s most impactful nonprofits—like the ASPCA (American Society for the Prevention of Cruelty to Animals), ACLU (American Civil Liberties Union), and International Rescue Committee. We’re passionate about helping them succeed through innovative technology and exceptional service.

The Role

We’re looking for a Client Solutions Manager to lead the implementation and ongoing success of our fundraising and advocacy software. You’ll serve as a strategic partner to nonprofit clients, guiding them through complex technical projects, from onboarding and integrations to feature adoption and support.

This is a client-facing, cross-functional role ideal for someone who thrives at the intersection of technology, project management, and customer success. The role is a blend of two responsibilities: structured project management (planning, scoping, and driving implementations and projects to completion) and hands-on client support (responding to requests, troubleshooting, and training). You should be energized by both, and comfortable shifting between leading a project and resolving a day-to-day support ticket. Because this work is billable, it also calls for precise, detail-oriented tracking and reporting of your time.

What You’ll Do

• Serve as the primary point of contact for nonprofit clients throughout the project lifecycle.
• Lead software implementations, system integrations, and technical consulting engagements.
• Collaborate with external partners (design agencies, customer relationship management (CRM) consultants, email service provider (ESP) vendors) to deliver holistic solutions.
• Translate business needs into technical requirements, timelines, and documentation.
• Guide clients through complex decisions that align with their strategic goals.
• Coordinate cross-functional teams of developers and producers to ensure timely, high-quality project delivery.
• Monitor project scope, budget, and deliverables to ensure alignment with Statements of Work (SOW).
• Provide proactive, high-touch day-to-day support and training to drive client satisfaction and product adoption. This support work carries equal weight to project delivery and is a core, ongoing part of the role, not an occasional add-on.
• Accurately track and log billable time in 15-minute increments across both projects and support work, ensuring timely, detailed, and reliable time entries.
• Leverage approved AI tools, automation, and data dashboards to support solution analysis, planning, documentation, and risk identification, and to inform delivery recommendations.
• Share feedback and adopt evolving AI-enabled delivery practices and solution standards to help improve how the team works.

What You Bring

• Experience working in or with nonprofit organizations.
• Familiarity with fundraising, digital marketing, and advocacy strategies.
• Strong project management skills with the ability to juggle multiple client engagements.
• Technical fluency with content management systems (CMS), enterprise CRM (eCRM), ESPs, and fundraising tools.
• Experience with Salesforce (especially Nonprofit Success Pack (NPSP) or Nonprofit Cloud).
• Hands-on experience with project management tools like Jira and Monday.com.
• Proficiency with Microsoft 365 (Outlook, Teams, Excel, etc.).
• Excellent communication, documentation, and problem-solving skills, with exceptional attention to detail and accuracy.
• Demonstrated discipline in tracking and billing time accurately, including in 15-minute increments, with a track record of meticulous record-keeping.
• Genuine enthusiasm for both project leadership and hands-on client support, and the flexibility to move between the two throughout the day.
• Experience managing software implementation projects across the full software development life cycle (SDLC).
• Self-motivated and disciplined in a remote work environment.

Bonus Points For

• Hands-on experience with Drupal or other CMS platforms.
• Salesforce administration or configuration experience.

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

$80,000-$100,000/year

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.

AI Solutions Engineer, CX

Reports To: VP, CX Strategy

Function: AI & Automation | Customer Experience Operations

Type: Full-Time | Individual Contributor

Location: Austin, TX (Hybrid) - Open to Remote

About the Role

The AI Solutions Engineer is the builder responsible for transforming how Customer Experience operates through AI.

This is not a consulting or advisory role. You will identify opportunities, design solutions, build workflows, deploy them into production, measure their impact, and continuously improve them.

Serving Professional Services, Support, and Education, you will partner with operational leaders to redesign work rather than simply automate existing tasks. You will think in systems, experiment rapidly, and build scalable AI capabilities that improve both customer outcomes and employee experience.

This is the founding AI builder role within Customer Experience, operating inside Togetherwork's existing enterprise AI & Automation function, which is led by the Director of AI Orchestration. It offers significant influence over how AI becomes embedded across Customer Experience.

Initial focus areas are (1) accelerating AI adoption within Support and (2) modernizing Professional Services delivery, including implementation acceleration, migration tooling, and consultant copilots, with patterns that scale across all CX functions.

What You Will Own

As the founding AI Solutions Engineer for CX, you own how AI is designed, built, deployed, and operated across Support, Professional Services, and Education, within the company AI governance framework. You apply company AI standards within CX and define the CX-specific patterns, prompt libraries, and workflow templates that comply with them.

Build and Ship

• Design, build, and deploy production AI solutions directly against LLM APIs such as Claude or OpenAI, including prompt libraries, eval frameworks, and human-in-the-loop workflows that ship to real users.
• Redesign customer and employee workflows around AI rather than automating existing tasks.

Set Technical Direction

• Define the CX-specific patterns and workflow templates that extend company AI standards, contribute the CX knowledge domain to Togetherwork's enterprise knowledge infrastructure, and own how AI is configured and optimized across the CX stack, including Zendesk AI, Stylo, Guru, and emerging platforms.
• Evaluate emerging AI technologies for CX use cases; recommend build, buy, or integrate paths through the AI Governance Council for company-wide tooling, and decide independently within CX for platform-native capabilities (e.g., Zendesk AI, Stylo, Guru).
• Determine when to use native platform AI, third-party tools, automation platforms, lightweight scripting, or custom integrations.
• Identify, negotiate, and unblock the cross-functional data, API, and process dependencies (spanning RevOps, Engineering, Managed Services, and Finance) required for CX AI workflows to deliver value.

Own Outcomes

• Treat AI capabilities as products: define success metrics before launch, measure adoption, quality, and business impact, then improve based on data and user feedback.
• Own the failure-mode playbook for customer-facing AI, including escalation paths, human review thresholds, drift monitoring, and brand-risk mitigation, in partnership with the AI Governance Council.
• Establish repeatable frameworks that let AI expand across Customer Experience without you in the loop.
• Own a phased roadmap that sequences and prioritizes work across Support, Professional Services, and Education, multiplying impact through reusable frameworks, self-service, and enablement so the program scales efficiently as it grows.

Enable the Organization

• Partner with IT, Systems, Data, Security, and operational leaders to integrate AI into the CX technology stack.
• Represent CX in the company-wide AI Guild, contributing CX patterns, learnings, and reusable components back to the enterprise, and adopting shared standards and tooling as they evolve.
• Build enablement that helps teams adopt AI confidently, and serve as the CX authority on responsible, scalable, and sustainable AI use, operating within company AI standards and governance.
• Partner with CX leadership on role redesign, career paths, and workforce planning as AI shifts the mix of work, so teams grow with the change rather than getting caught by it.

What Success Looks Like

Within your first year, you will have:

• Delivered production AI solutions across Support, Professional Services, and Education.
• Shipped LLM-powered workflows built directly against Claude, OpenAI, or equivalent APIs, with eval frameworks in place to measure quality.
• Reduced manual effort through thoughtfully designed AI-enabled workflows.
• Improved customer experience through faster, more consistent service.
• Increased knowledge reuse and self-service effectiveness.
• Established scalable standards for prompt engineering, knowledge architecture, and AI governance.
• Created repeatable frameworks that enable future AI expansion across Customer Experience.

What We Are Looking For

Experience

• Ships working code, not just configuration. Comfortable writing Python or equivalent, using Git for version control, and deploying small services to production. You do not need to be a full software engineer.
• Working technical fluency across the CX and AI builder's toolkit: APIs and integrations (REST, webhooks, system-to-system), automation platforms (Zapier, Make, n8n, or similar), and data work (SQL, JSON, transformations, structuring data to measure impact).
• Direct experience building applications against LLM APIs such as Claude or OpenAI, including prompt design, iteration, and eval frameworks.
• Prompt engineering as a discipline. You version prompts, iterate systematically, and can walk us through the reasoning from v1 to v4.
• Hands-on experience with customer operations platforms such as Zendesk, Salesforce, ServiceNow, or similar ecosystems.
• Track record of delivering AI-enabled operational improvements that shipped and got used, not just designed.

Bonus, Not Required

• Hands-on experience with RAG pipelines, agent orchestration, or vector databases.
• Prior work in customer support, professional services, or customer education.

How We Evaluate

We evaluate on what you have built and can walk us through, not on titles, degrees, or years of experience.

Career-changers from customer operations, sales engineering, software engineering, or adjacent backgrounds are all welcome. What matters is that you can show us the work you have shipped and explain the decisions behind it. Expect to demo real work in the interview process.

How You Operate

• Builder Mindset. You prototype quickly, ship improvements continuously, and learn from production rather than waiting for perfect requirements.
• Systems Thinker. You don't automate isolated tasks. You redesign workflows that improve the entire customer and employee experience.
• Product Orientation. You treat AI capabilities as products that require adoption, measurement, feedback, and continuous improvement.
• Ownership Mentality. You measure success through business outcomes, not completed projects.
• Experimenter. You are comfortable working with ambiguity, testing ideas rapidly, and adjusting based on evidence.
• Collaborative Leader. You influence without authority, partnering across functions to build solutions people genuinely want to use.
• Intellectual Honesty. You surface what is not working as quickly as what is, using data to guide decisions and continuous improvement.

Why This Role

This is an opportunity to build the AI operating model for Customer Experience at Togetherwork.

You will not inherit a mature program. You will help create it.

Working directly with the VP of CX Strategy, you will shape how AI is deployed across Professional Services, Support, and Education while influencing the future of customer operations across a multi-product SaaS organization serving hundreds of thousands of users.

The solutions you build will be visible, measurable, and foundational to how Customer Experience operates for years to come.

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• 100% employer-paid Basic Life and AD&D insurance
• 401(k) retirement plan with a 100% company match up to 4%
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• 12 weeks paid parental leave

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 12 weeks paid parental leave and more.

Salary Range

$185,000/year

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication

Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.

Account Manager (Accountant) (Remote - EST/CST)

Account Manager (Accountant)

Location: Remote (U.S. — Eastern and Central Time Zones Only)

Compensation: up to $95,000 USD per year

About the Role

We are looking for a full-time Accountant - Client Services Manager to join our growing team. This position supports a portfolio of clients by overseeing all areas relating to their general ledger. Working directly with client staff and lay leaders, the Accountant - Client Services Manager is expected to take initiative in maintaining each client's financial health and serve as a trusted accounting resource across their organization.

What You'll Do

• Provide accurate and timely monthly financial reporting including balance sheets and profit and loss statements.
• Assist clients with budget entry, expense tracking, and monthly contributions management.
• Work closely with internal AP and AR team members to oversee accurate bank reconciliations and ensure precision.
• Manage year-end 1099 preparation for vendors and collaborate with the Accounts Payable Manager.
• Maintain client-specific documentation, standardize bookkeeping for new clients, and track and complete custom projects.
• Communicate regularly with clients through email and meetings, support clients during audits or financial reviews, and actively participate in team meetings and initiatives.

What You'll Bring

• Bachelor's Degree in Accounting with 5+ years of accounting experience.
• Extensive experience in bookkeeping, financial reporting, budgeting, General Ledger systems, and external audits.
• Proficiency in Excel, O365, and QuickBooks with demonstrated success managing multiple clients and projects simultaneously.
• Outstanding customer service skills and effective communication, both written and oral, with a strong ability to synthesize financial information for non-finance audiences.
• Adaptability, self-motivation, exceptional attention to detail, and the ability to manage multiple high-priority projects in a remote team environment.

Nice to Have

• Experience with project management software such as Monday.com or Asana.
• Controller-level experience at a small to mid-sized company or nonprofit.
• Experience with nonprofit and restricted funds accounting and reporting.
• Strong analytical and problem-solving skills.

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

Inclusion and Diversity

Togetherwork is an Equal Employment Opportunity Employer. We value diverse backgrounds, experiences, and perspectives. Employment decisions are made without regard to race, color, religion, gender, gender identity, sexual orientation, disability, veteran status, age, national origin, or any other protected category under applicable law.

Interview Process and Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews. To ensure a fair and consistent experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.

Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

$90,000- $95,000 a year 

Pricing Analyst

Department: Product

Reports To: Pricing Strategist

Location: Austin, TX (Hybrid Required; 2-3 days/week)

Work Authorization Notice:

At this time, we are unable to provide immigration sponsorship for this position. Candidates must have current, and future, unrestricted authorization to work in the country where the role is based.

Overview

At Togetherwork, we set a high bar for clarity, collaboration, and execution. While our Product & Strategy leaders own portfolio outcomes, our individual contributors are equally essential, bringing curiosity, precision, and a commitment to excellence to every initiative. We work in deep partnership with Engineering, Revenue, CX, Operations, and Support, sharing accountability for delivering stable, modern, insight-driven products that help our customers thrive.

We expect ICs to bring strong analytical thinking, operational rigor, and a willingness to roll up their sleeves to solve complex problems. Hard work is the norm, not for recognition, but for the greater good of our customers and the long-term health of our company. We embrace innovation, including responsible AI usage, to deepen insight, improve execution, and accelerate impact.

This role reflects those expectations: collaborative, data-informed, customer-centered, and grounded in professionalism and positive intent.

Role Summary

The Pricing Analyst is an individual contributor who supports pricing, packaging, and monetization work across Togetherwork's portfolio of 15+ B2B SaaS applications. This role reports to the Pricing Strategist and owns the research, data analysis, and financial modeling that pricing recommendations are built on.

This is an execution and analysis role. The Pricing Analyst pulls the data, builds and maintains the models, and prepares the materials that the Pricing Strategist uses to bring recommendations to Product Leaders and ELT. The Pricing Analyst does not own pricing strategy or lead the Pricing Council, but is expected to know the numbers cold and flag issues before they reach a decision meeting.

Key Responsibilities

Research & Competitive Analysis

• Conduct market research and competitive pricing analysis across the SaaS portfolio.
• Support customer segmentation and willingness-to-pay research, including data collection and synthesis.
• Track competitor pricing, packaging, and promotional moves, and summarize implications for the Pricing Strategist.
• Maintain a current library of market and competitive research findings.

Financial Modeling & Data Analysis

• Build and maintain financial models covering ARR impact, cannibalization risk, migration scenarios, and elasticity, under the direction of the Pricing Strategist.
• Pull and analyze usage, billing, and revenue data to support pricing experiments and effectiveness tracking.
• Maintain pricing dashboards and reporting, including discounting trends and price leakage indicators.
• Run data checks on model inputs and outputs to catch errors before they reach a recommendation.

Execution Support

• Prepare materials, data, and pre-reads for Pricing Council meetings.
• Maintain the pricing work backlog and keep documentation current for the Pricing Strategist and ELT.
• Support the rollout of approved pricing changes, including tracking adoption and flagging operational issues.
• Coordinate with Finance and Sales Ops to reconcile pricing data across systems.

AI Fluency & Innovation

• Use AI tools to accelerate research synthesis, data cleanup, and financial modeling.
• Apply AI-driven analysis to speed up competitive research and segmentation work.
• Bring forward new AI-powered research or modeling techniques as they become available.

Qualifications

Required Qualifications

• 1-3 years of experience in pricing, financial analysis, revenue operations, or a related analytical role.
• Strong financial modeling skills, including comfort building and maintaining models in Excel or Google Sheets.
• Experience conducting market or competitive research and synthesizing findings into clear recommendations.
• High attention to detail. Comfortable being the person who checks the numbers before they go out the door.
• Experience using AI tools to speed up research, analysis, or modeling work.
• Strong written communication skills, able to summarize analysis clearly for non-analyst audiences.
• Must be located in Austin, TX, hybrid work required.

Preferred Qualifications

• Experience in B2B SaaS, particularly with subscription pricing or packaging.
• Familiarity with tools such as Power BI, SQL, monday.com, and survey platforms like SurveyMonkey to support data visualization, querying, project management, and willingness-to-pay research is strongly desired.
• Familiarity with SaaS metrics such as ARR, churn, and expansion revenue.
• Experience working with billing, CRM, or product usage data, for example Salesforce, Stripe, or Pendo.
• Prior exposure to a multi-product portfolio environment.

Interview Integrity & Use of AI

We value authenticity, expertise, and real-time problem solving during our interview process. Candidates are expected to represent their own knowledge, experience, and thinking without the use of AI-assisted tools during interviews.

The use of any AI tools during interviews, including but not limited to real-time scripting, recording, transcription, response generation, or coaching tools, is strictly prohibited. This applies to phone, video, in-person, and technical or case-based interviews.

While we strongly value candidates who understand how to use AI tools effectively and responsibly, and this role specifically requires AI fluency, interviews must reflect the candidate's own abilities and perspectives. Any candidate found to be using AI-assisted tools during the interview process will be immediately disqualified from consideration.

Why This Role Matters

Pricing decisions across a 15+ product portfolio only work if the underlying numbers are right. The Pricing Analyst makes sure every recommendation the Pricing Strategist brings forward is backed by solid research and a model that holds up under scrutiny. This role is the foundation the pricing function's credibility is built on.

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• 100% employer-paid Basic Life and AD&D insurance
• 401(k) retirement plan with a 100% company match up to 4%
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• 12 weeks paid parental leave

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.