About Togetherwork 

Togetherwork provides integrated software and payments solutions that help communities, organizations, and businesses operate more efficiently, grow revenue, and better serve their members, customers, and participants. Our solutions support a broad set of vertical markets, including associations, camps, studios, pet-care, education and youth programs, nonprofits, municipalities, faith-based organizations, wellness businesses, and other community-based organizations. 

As Togetherwork continues to grow across multiple products and verticals, we are investing in a more structured, proactive, and premium technical support experience for our most important and complex customers. We are seeking a Director of Technical Account Management to build, commercialize, launch, operate, and scale this function from the ground up. 

Position Summary 

The Director of Technical Account Management will be responsible for building, launching, monetizing, and leading Togetherwork’s Technical Account Management function as a paid premium support program. This is not a traditional sales account management role. The focus is on premium technical support, proactive customer health management, escalation ownership, operational excellence, and creating a differentiated service experience that customers are willing to pay for. 

This leader will stand up the program from scratch and will be accountable for moving quickly from concept to revenue. Within the first six months, the Director is expected to define the premium support offering, partner with commercial teams on packaging and pricing, identify the initial customer segments, launch a pilot, support early sales efforts, establish service delivery standards, and begin generating measurable revenue from the program. 

This role is ideal for a hands-on builder who has experience scaling premium support, technical account management, enterprise support, or customer engineering programs in a SaaS or software environment. The Director must be equally comfortable designing the operating model, managing complex customer escalations, supervising TAM team members, collaborating with Product and Engineering, and partnering with Sales and Customer Success to turn premium support into a valuable, revenue-generating offering. 

The successful candidate will bring strong technical support expertise, commercial awareness, executive communication skills, operational discipline, and the ability to create structure in a multi-product, multi-vertical environment. This person will serve as the leader responsible for ensuring Togetherwork’s most important and complex customers receive a proactive, coordinated, technically credible, and premium support experience. 

Key Responsibilities 

Build and Monetize the TAM / Premium Support Program 

• Design, build, launch, and operate Togetherwork’s Technical Account Management program as a paid premium support offering for strategic, high-value, and technically complex customers. 

• Own the creation of the program charter, operating model, service tiers, customer eligibility criteria, staffing model, engagement cadence, escalation framework, reporting structure, and success metrics. 

• Partner with Sales, Customer Success, Finance, Support, Product, and business unit leadership to define the commercial model for premium support, including packaging, pricing inputs, service levels, customer value proposition, renewal motion, and expansion opportunities. 

• Develop a premium support offering that can be clearly explained, sold, delivered, and measured across multiple Togetherwork products and verticals. 

• Create the initial go-to-market framework for the TAM program, including customer segmentation, target account lists, enablement materials, internal FAQs, customer-facing descriptions, and pilot criteria. 

• Work with Sales and Customer Success to identify early adopter customers, support commercial conversations, participate in customer discussions when needed, and help convert pilot customers into paying premium support customers. 

• Ensure the program begins generating measurable revenue within the first six months of launch. 

• Define what customers receive as part of the premium support offering, such as named TAM access, recurring technical reviews, proactive support trend analysis, escalation management, release readiness support, technical environment reviews, incident follow-up, and customer-specific support planning. 

• Establish clear boundaries between Technical Account Management, Customer Success, Sales, Support, Professional Services/Implementation, Product, and Engineering so the TAM function remains focused on technical health, support excellence, escalation ownership, and premium support delivery rather than quota-carrying account management. 

• Create scalable playbooks, templates, runbooks, customer-facing materials, internal workflows, governance processes, and reporting standards that can be applied across products and verticals. 

• Continuously assess program profitability, customer adoption, staffing needs, service utilization, renewal impact, expansion potential, and customer satisfaction. 

Lead Premium Customer Technical Health 

• Own the technical support experience for designated premium customers across Togetherwork’s product portfolio. 

• Develop and monitor customer technical health indicators, including support volume, severity trends, escalation frequency, recurring issues, SLA performance, product adoption risks, implementation complexity, integration challenges, payment-related support needs, release impacts, and customer sentiment. 

• Ensure TAMs provide proactive, structured engagement with assigned customers, including recurring technical reviews, support trend analysis, open issue reviews, launch readiness planning, incident follow-up, and recommendations to reduce customer friction. 

• Oversee the creation of customer-specific support plans for complex or high-value accounts, including stakeholder maps, communication preferences, technical environments, open risks, known dependencies, escalation protocols, and success criteria. 

• Ensure premium customers receive clear communication, timely follow-through, and coordinated resolution when issues span multiple teams, products, integrations, or systems. 

• Drive root-cause analysis and corrective action planning for recurring customer issues, major incidents, missed expectations, or operational breakdowns. 

• Use insights from premium customer engagements to identify product gaps, documentation needs, process improvements, training opportunities, and systemic support issues. 

Build, Lead, and Develop the TAM Team 

• Hire, onboard, coach, and develop a high-performing team of Technical Account Managers supporting multiple Togetherwork products and verticals. 

• Define TAM role expectations, competency models, career paths, performance scorecards, onboarding plans, training programs, and quality standards. 

• Coach TAMs on technical troubleshooting, customer communication, commercial awareness, executive presence, customer de-escalation, support analytics, cross-functional influence, documentation quality, and proactive customer management. 

• Set clear team goals and operating rhythms, including weekly case reviews, escalation reviews, customer health reviews, backlog reviews, revenue tracking, pilot reviews, program retrospectives, and quarterly planning. 

• Create a culture of ownership, responsiveness, accountability, curiosity, customer advocacy, and continuous improvement. 

• Balance team capacity, customer assignments, product specialization, vertical expertise, service coverage, and revenue commitments to ensure consistent delivery as the program scales. 

• Serve as an escalation point for TAMs and customers when issues require senior leadership involvement, cross-functional prioritization, customer-facing action plans, or sensitive communication. 

Drive Support Operations, Metrics, and Revenue Accountability 

• Establish the dashboards, KPIs, and reporting mechanisms needed to measure the performance, customer value, and revenue impact of the TAM program. 

• Track and report on metrics such as premium support revenue, pilot conversion rate, customer adoption, attach rate, renewal influence, expansion influence, premium customer satisfaction, escalation volume, time to resolution, time to first meaningful response, SLA attainment, recurring issue reduction, backlog aging, customer health, and TAM engagement quality. 

• Use data to identify patterns, prioritize improvements, allocate resources, manage program profitability, and demonstrate the business value of premium support to executive leadership. 

• Partner with Support Operations to ensure ticketing workflows, case categorization, severity definitions, handoff processes, knowledge management, and reporting structures support the needs of premium customers. 

• Create and lead governance forums for premium support, including regular cross-functional reviews with Support, Product, Engineering, Customer Success, Sales, Finance, Implementation, and business unit leaders. 

• Develop a repeatable approach for post-incident reviews, executive summaries, customer-facing action plans, internal lessons learned, and revenue performance reviews. 

• Ensure the program is scalable, measurable, commercially viable, and operationally disciplined while still allowing flexibility across Togetherwork’s different product lines and customer types. 

Partner Cross-Functionally Across Products and Verticals 

• Work closely with Support teams to advocate for customer-impacting defects, technical debt, product gaps, integration issues, and reliability concerns surfaced through the TAM program. 

• Partner with Customer Success to align on customer health, renewal risks, adoption blockers, executive communication, commercial opportunities, and action plans for strategic accounts. 

• Collaborate with Support leaders to ensure premium support processes complement, rather than duplicate, the broader support organization. 

• Work with Implementation and Professional Services teams to ensure customers transitioning from onboarding to steady-state support have clear ownership, documentation, and technical continuity. 

• Partner with Payments, Security, Data, and Platform teams as needed to support customers with complex operational, compliance, integration, or transaction-related needs. 

• Provide leadership with a clear view of systemic customer issues, product friction, vertical-specific support trends, and opportunities to improve the overall customer experience. 

Manage Escalations and Executive-Level Customer Communication 

• Lead or oversee critical customer escalations involving complex technical issues, repeated support failures, major incidents, high-risk accounts, or executive visibility. 

• Ensure escalations have clear owners, timelines, communication plans, next steps, and resolution criteria. 

• Communicate confidently with customer executives, technical administrators, internal leaders, and cross-functional teams during sensitive or high-pressure situations. 

• Translate complex technical issues into clear business language for non-technical stakeholders. 

• Ensure customers receive appropriate transparency, urgency, and follow-through without overcommitting or creating unrealistic expectations. 

• Develop escalation playbooks and communication standards that can be used consistently across the TAM team. 

Improve the Customer and Employee Experience 

• Identify opportunities to reduce customer effort, prevent repeat issues, improve documentation, streamline handoffs, and strengthen the support experience. 

• Partner with Knowledge Management and Support Enablement teams to improve customer-facing and internal documentation. 

• Champion process improvements that help TAMs, Support teams, and cross-functional partners work more effectively. 

• Gather structured feedback from premium customers and internal stakeholders to continuously refine the TAM offering. 

• Help define the long-term vision for premium support at Togetherwork, including tiering, packaging, staffing models, service levels, customer eligibility, profitability, and expansion across products. 

Required Qualifications 

• 8-10+ years of experience in technical account management, premium support, enterprise support, technical support leadership, customer engineering, solutions consulting, implementation, technical services, or a relatedcustomer-facing technical function. 

• 3-5+ years of experience managing, coaching, or leading customer-facing technical teams. 

• Demonstrated experience building, scaling, or significantly improving a TAM, premium support, enterprise support, customer engineering, or technical services function. 

• Strong understanding of SaaS support models, software implementation lifecycles, customer escalations, defect management, incident communication, support operations, and technical customer success. 

• Experience supporting complex B2B software customers, ideally across multiple products, business units, customer segments, or vertical markets. 

• Proven ability to build programs from scratch, including defining strategy, operating models, playbooks, KPIs, staffing plans, governance processes, and customer-facing service definitions. 

• Commercial awareness and experience partnering with Sales, Customer Success, Finance, or executive leadership to package, price, pilot, or monetize a customer-facing technical service offering. 

• Strong technical aptitude with the ability to understand software architecture, integrations, APIs, data flows, configuration issues, platform dependencies, release impacts, and customer environments. 

• Comfort working directly with data, including writing SQL or similar queries to pull, join, and analyze data from relational databases, in order to answer customer reporting requests and resolve issues that fall outside standard support tooling. 

• Experience working cross-functionally with Product, Engineering, Support, Customer Success, Implementation, Sales, Payments, Security, and executive leadership. 

• Excellent written and verbal communication skills, including the ability to communicate with technical users, business stakeholders, customer executives, and internal senior leaders. 

• Strong analytical skills with experience using data to identify trends, measure performance, manage risk, and drive operational improvements. 

• Demonstrated ability to manage high-pressure escalations with professionalism, urgency, clarity, and sound judgment. 

• Experience creating customer health reviews, executive summaries, incident reports, escalation updates, operational dashboards, revenue reports, and program performance reporting. 

• Ability to lead through ambiguity, create structure, and drive alignment in a distributed, matrixed, or multi-product organization. 

Preferred Qualifications 

• Experience in a vertical SaaS, payments, membership management, community management, nonprofit, education, recreation, wellness, association, or multi-product software environment. 

• Experience supporting customers that rely on software for mission-critical operations, payments, scheduling, registration, communications, memberships, billing, reporting, or compliance-sensitive workflows. 

• Experience building premium support packages, tiered support offerings, paid support programs, enterprise support models, or white-glove customer support programs. 

• Experience with Salesforce, Zendesk, Jira, Gainsight, ServiceNow, Confluence, Looker, Tableau, Power BI, or similar CRM, ticketing, analytics, and knowledge management tools. 

• Familiarity with ITIL, incident management, problem management, root-cause analysis, continuous improvement, or process improvement methodologies. 

• Experience managing teams that support multiple products, acquired businesses, or business units with different systems, customer profiles, and operational practices. 

• Experience with payments-related support, transaction troubleshooting, reconciliation issues, or financial software support is a plus. 

Leadership Attributes 

• Builder mentality: Comfortable creating structure, standards, and processes where none currently exist. 

• Customer-first orientation: Deeply committed to improving the support experience for customers who depend on Togetherwork’s products to run their organizations. 

• Commercial mindset: Able to connect premium support delivery to customer value, revenue generation, retention, expansion, and profitability. 

• Operational discipline: Able to turn ambiguous goals into measurable programs, repeatable processes, and clear accountability. 

• Technical credibility: Able to engage with technical teams and customer stakeholders with confidence, curiosity, and practical judgment. 

• Cross-functional influence: Skilled at aligning teams that do not directly report to this role. 

• Executive presence: Able to communicate clearly and calmly with senior internal and external stakeholders, especially during escalations. 

• Coaching mindset: Invests in developing team members, raising standards, and building a strong team culture. 

• Data-driven approach: Uses metrics, patterns, and customer insights to prioritize work and demonstrate impact. 

• Pragmatism: Balances ideal program design with the realities of a growing, multi-product software business. 

Success in the First 6 Months 

• Within the first 30 days, assess the current support landscape, review customer escalation patterns, evaluate existing support processes, identify high-value customer segments, meet with key stakeholders, and define the initialvision for a paid premium support program. 

• Within the first 60 days, deliver the proposed program design, including service tiers, target customer profile, TAM responsibilities, escalation model, customer engagement cadence, staffing requirements, operating rhythms, pilot criteria, and initial revenue assumptions. 

• Within the first 90 days, partner with Sales, Customer Success, Finance, Support, and business unit leadership to finalize the initial premium support package, pricing inputs, customer-facing messaging, internal enablement materials, reporting framework, and pilot account list. 

• Within the first 120 days, launch the pilot with selected customers, begin delivering premium support services, track early adoption and utilization, refine the operating model, and support commercial conversations with prospective premium support customers. 

• Within the first 180 days, convert the pilot into a revenue-generating program, establish measurable KPIs, create repeatable delivery processes, identify staffing needs, and present a roadmap for scaling premium support across additional Togetherwork products and verticals. 

Key Measures of Success 

• Premium support program launched within the first six months. 

• Measurable revenue generated from the TAM / premium support offering within the first six months. 

• Clear packaging, pricing inputs, service definitions, and customer eligibility criteria established. 

• Pilot customers identified, onboarded, supported, and converted into paying customers where appropriate. 

• Improved satisfaction and confidence among premium customers. 

• Reduced repeat escalations and recurring support issues for covered accounts. 

• Improved visibility into customer technical health across priority accounts. 

• Clearer ownership and faster coordination during complex customer issues. 

• Stronger partnership between Support, Product, Engineering, Customer Success, Sales, Finance, Implementation, and business unit teams. 

• Consistent TAM operating standards across products and verticals. 

• Improved executive-level reporting on customer support trends, risks, program adoption, revenue contribution, and customer impact. 
• Scalable roadmap created for expanding the premium support program across additional Togetherwork products and verticals. 

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

$140,000/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.

 

Product Marketing Manager – Association & Fraternal

Austin, TX or Remote

We are looking for a Product Marketing Manager to serve as the go-to-market authority for our Association and Fraternal verticals within our product marketing organization. This role is responsible for owning the product story, driving adoption and revenue growth, and defining how our software is positioned and communicated in these markets. The Product Marketing Manager partners closely with Product, Sales, and Growth Marketing teams to ensure our solutions resonate with association and fraternal buyers—delivering compelling messaging and enablement that supports long-term success and pipeline growth.

 

What you'll do:

Vertical Market Expertise & Positioning

• Become the authoritative expert on the Association and Fraternal verticals, including buyer personas, key challenges, competitive landscape, and market trends
• Develop compelling, differentiated, and value-based messaging and positioning that clearly articulates the benefit of our software to associations, fraternities, sororities, and other member-based organizations
• Conduct ongoing research to monitor competitive solutions and identify opportunities to strengthen our market position
• Build deep understanding of customer goals and use cases to ensure product stories align with the needs of association executives, staff, national organizations, chapters, volunteers, and members
• Present market insights, positioning frameworks, and GTM recommendations to cross-functional leadership

Go-to-Market Strategy & Revenue Growth

• Develop and execute comprehensive GTM plans for new product launches, features, and major releases tailored for the Association and Fraternal verticals
• Define pricing, packaging, and launch success metrics in collaboration with Product and Sales leadership
• Partner with the Growth Marketing team to ensure marketing activities and events are targeted, relevant, and effective at driving pipeline
• Track, analyze, and report on GTM success metrics, competitive performance, and market penetration to inform future strategy
• Identify opportunities to expand product adoption and revenue within the Association and Fraternal verticals

Content Development & Cross-Functional Collaboration

• Define and create content across the buyer's journey, including case studies, demos, website content, and sales enablement materials
• Work closely with the Sales Enablement team to provide a complete suite of sales tools, including presentations, vertical-specific pitch decks, competitive intelligence, and product demos
• Serve as the essential link between Product, Sales, and Marketing teams, ensuring alignment on product story and go-to-market execution
• Partner with Product to advocate for Association and Fraternal market and buyer needs in roadmap planning and prioritization
• Collaborate with Sales and BDR teams to equip them with the tools and knowledge to win in these verticals

Marketing Operations & Documentation

• Maintain accurate records of GTM plans, campaign performance data, competitive research, and market insights
• Use marketing tools and platforms to manage and track launch status, pipeline impact, and content performance

AI-Enabled & Data-Driven Ways of Working

• Leverage approved AI tools and automation to improve marketing efficiency, content production, and research workflows
• Use data, dashboards, and AI-supported insights to monitor GTM performance and identify opportunities early
• Continuously build AI literacy and apply AI-enabled practices as part of day-to-day work
• Contribute to a culture of continuous improvement by identifying opportunities to streamline marketing workflows

 

What you'll bring:

• Bachelor's degree in Marketing, Business, or a related field
• 7+ years of progressive experience in Product Marketing, ideally within a B2B SaaS or enterprise software environment
• Experience marketing software or technology solutions to associations, fraternities and sororities, chapter-based organizations, or other member-based organizations strongly preferred
• Understanding of the needs and operating models of associations and fraternal organizations, including membership, chapter operations, financial management, events, engagement, and communications
• Proven success in developing and executing go-to-market strategies that drive measurable business results
• Exceptional written and verbal communication skills, with a proven ability to distill complex technical concepts into clear, concise, and compelling marketing narratives
• Strong analytical and strategic thinking, with experience using data to inform decisions and drive alignment across cross-functional teams
• Experience working cross-functionally with Sales and Product teams
• Takes ownership and drives projects forward without being asked
• Builds trust through consistency, clear communication, and follow-through
• Comfortable managing multiple priorities and projects simultaneously in a fast-paced environment
• Thrives in a collaborative, team-oriented culture
• Comfortable with camera-on meetings and executive-level communication
• Organized, analytical, and execution-focused with attention to detail
• Proficient with Windows, Microsoft Office, and marketing tools and platforms
• Excellent written and oral communication skills

 

Why This Role:

• Own the product story for the Association and Fraternal verticals as the primary go-to-market expert—with direct influence on how our software is positioned and sold
• Work at the intersection of product, sales, and marketing in a fast-paced, high-growth environment
• Operate in an AI-forward environment with access to modern tools that amplify your efficiency and impact
• Contribute directly to measurable outcomes—pipeline growth, product adoption, and market penetration—that matter to the business

 

Benefits:

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• Basic Life
• 401(k) option with 100% company match up to 4%
• Non-Exempt employees have a generous accrual policy
• 10 sick days annually
• 10 company paid holidays
• 6 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.

Salesforce Solution Consultant

Location: Remote

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 this role:

The Salesforce Solution Consultant is a customer-facing Professional Services role responsible for configuring and delivering Fonteva solutions that align customer business objectives with the capabilities of the Fonteva and Salesforce platforms. As a trusted advisor, the Salesforce Solution Consultant leads discovery, owns customer user stories, translates business needs into effective solutions, and performs declarative configuration to deliver successful customer outcomes. This role partners closely with Solution Architects, Developers, Project Managers to ensure solutions are practical, scalable, and aligned with platform best practices.

What you'll do:

• Lead customer discovery sessions to understand business objectives, document requirements, and own user stories throughout the implementation lifecycle.
• Design scalable business solutions and configure the Fonteva and Salesforce platforms using declarative capabilities to meet customer requirements to ensure solutions are delivered within scope, budget, and best practices.
• Own the functional solution from discovery through configuration, testing, deployment, go-live, product upgrades, and transition to Customer Success.
• Manage and prioritize the solution backlog, develop acceptance criteria and test scenarios, and lead User Acceptance Testing (UAT) and solution validation.
• Analyze data migration requirements, define data mappings, identify data quality issues, and support successful migration and validation activities.
• Prepare and maintain solution documentation, including user stories, functional designs, configuration documentation, deployment artifacts, and knowledge transfer materials.
• Deliver customer demonstrations, end-user training, and serve as a trusted advisor throughout the implementation and adoption journey.
• Identify and proactively manage solution risks, dependencies, and implementation challenges, recommending appropriate mitigation strategies.
• Contribute to continuous improvement of solution standards and delivery practices.
• Leverage AI-enabled tools to improve productivity, accelerate solution delivery, and enhance documentation quality.

What you'll bring:

• Bachelor's degree in computer science, Information Systems, or related field.
• 4+ years of experience as a Consultant, Business Analyst, or Administrator supporting external customers.
• Experience implementing at least two or more Salesforce Clouds (Sales Cloud, Service Cloud, Experience Cloud, or Marketing Cloud).
• Expert-level, hands-on experience configuring Salesforce using declarative tools, including Flows, Security and reports.
• Proven experience designing and implementing scalable Salesforce solutions that address complex business requirements.
• Strong consulting experience leading discovery workshops, solution design, requirements gathering, and customer-facing implementations.
• Strong analytical and problem-solving skills with the ability to manage complex challenges.
• Excellent written, verbal, and presentation skills with the ability to communicate effectively with customers, executives, and technical teams while delivering exceptional customer experiences.
• Salesforce Administrator certification required.

Preferred Qualifications

• Experience with Association Management Systems (AMS) or membership-based applications or similar.
• Hands-on experience developing Salesforce solutions using Apex, Lightning Web Components (LWC), and integrations. Nice to have.

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.

 

Sales Development Representative (SDR)

Location: Austin, TX (Hybrid)

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 primary responsibility of the Sales Development Representative is to help grow the client base through the management and execution of lead follow-up, cold prospecting, and sales. The ideal candidate will be excited to join the sales team in a role that will be integral to achieving company sales plan/goals. Your role will be to seek new business opportunities by contacting and developing relationships with potential customers.

To be successful in this role, you should have previous experience developing leads from marketing campaigns, cold calling and emailing, and meeting sales quotas. If you are motivated and results-driven, we’d like to meet you!

What You'll Do

• Generate pipeline from ideal customer profile accounts by thoughtfully and creatively reaching out to engage target personas
• Find creative ways to engage prospects and potential buyers that fit our Ideal Customer Profile, ICP
• Set up meetings or calls between prospective clients and internal Account Executives
• Knowledgeably discuss our Associations products with potential clients (training provided)

What You'll Bring

• Bachelor's degree in Business, Marketing, or a related field required
• Minimum of 2 years in a client-facing sales role, including at least 1 year in enterprise software sales
• At least 2 years of experience with CRM software
• Self-motivated, a quick learner, and competitive
• Excellent communication skills and interpersonal skills
• Track record of achieving sales quotas
• Highly motivated, self-starter, results-driven, and goal-oriented
• Positive attitude and strong work ethic

Preferred

• Previous experience with Salesforce

 

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options 
• 100% Employer paid short/long term disability
• Basic Life 
• 401(k) option with 100% company match 
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually 
• 9 company paid holidays
• 6 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. 

Why You’ll Love Working Here

At Togetherwork, you’ll help shape the backbone of a business serving millions of users across dozens of industries. You’ll have the opportunity to:

• Build a new platform organization from scratch and define its culture, systems, and operating model.

• Lead innovation in AI, payments, and data enablement across a diverse SaaS portfolio.

• Partner with a highly engaged executive team and influence the long-term technology vision.

• Drive measurable business impact through platform modernization, scalability, and shared service adoption.

• Be part of a collaborative, fast-paced culture that values transparency, accountability, and purpose-driven leadership.

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.

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.

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.