Actionstep

Financial Planning and Analysis

• Support the development and maintenance of annual budgets and rolling forecasts
• Conduct budget-to-actual variance analysis and profitability analysis
• Build and maintain financial models, including scenario and sensitivity analysis using AI tools
• Contribute datasets and analysis to board and executive reporting materials
• Conduct gross margin analysis by product, segment, and customer cohort
• Identify margin improvement opportunities
• Support pricing strategy and annual price increase analysis
• Partner with Billing and RevOps to validate pricing and margin data
• Support monthly/quarterly commission calculations for Sales, Partner, and Operations teams
• Perform quality control checks before commission distribution
• Investigate and resolve commission discrepancies
• Partner with the Senior Financial & Systems Analyst on business intelligence, recurring reporting, and analysis systems
• Automate recurring deliverables such as commission calculations
• Contribute to the company-wide data warehouse infrastructure
• Document business logic behind recurring Finance calculations
• Build or maintain dashboards and reporting views
• Flag upstream data quality issues and work with relevant teams to resolve them
• Report to the VP of Finance and collaborate with Finance and RevOps teams

Strategic Finance Analyst

Support Engineer

• Own customer support enquiries from initial contact through to resolution.
• Troubleshoot customer issues and run screen-sharing sessions to understand problems and guide customers through solutions.
• Build knowledge of Actionstep through training, research and hands-on problem solving.
• Document customer interactions, issues and resolutions.
• Work collaboratively across Support, Customer, Product and Engineering teams to solve problems and improve the customer experience.
• Manage new and open support tickets and share product knowledge across Customer and Support teams.

Customer Support Analyst

Product Manager

• Maintain assigned products and manage product planning, requirements, new features, functionality, and integrations
• Build and launch successful B2B SaaS products for enterprise customers and multiple user personas
• Build and bring AI-powered features and products from concept through go-to-market
• Own strategic product direction based on commercial rationale and customer insights
• Coordinate feature launches, including testing, documentation, training, customer communication, and adoption measurement
• Gather, organize, and prioritize product ideas and feature requests
• Maintain product roadmaps and design product enhancements
• Create product artifacts including opportunity briefs, roadmaps, product specifications, user stories, wireframes, and customer-facing documentation
• Lead, motivate, and develop engineering and design team members
• Conduct industry research, competitive reviews, customer analysis, and market sizing
• Lead customer discovery sessions, beta programs, and user research with legal professionals
• Represent Actionstep at webinars and industry conferences
• Build relationships with internal and external stakeholders, customers, and partners
• Contribute to product planning, process improvement, professional development, and department culture
• Follow health and safety procedures and undertake other reasonable duties