CallRail

Account Specialist

• Work with highest-value customers, including healthcare, legal, financial services, and real estate
• Conduct product demonstrations and implementation calls
• Sell CallRail's full suite of products and services to inbound leads
• Conduct product demos for prospects and convert them to free trials
• Implement net new leads with CallRail’s suite of products and convert them to customers
• Uncover business initiatives and pain points and map them to solutions
• Research and understand various lines of business and personas
• Sell on value and return on investment rather than technical functionality

Producer

• Create, maintain, and update website content using a CMS; serve as the primary point of contact for content changes
• Perform regular content QA to catch issues before and after publishing
• Partner closely with the UX Designer to translate Figma designs into new pages
• Partner with Engineering to set up and execute A/B tests within the CMS
• Implement approved pricing and parameter changes within the CMS
• Handle minor coding and troubleshooting for page-level issues
• Lead web accessibility efforts, including audits, compliance, and remediation
• Monitor page-level performance metrics and provide insights and recommendations
• Collaborate closely with Marketing stakeholders, Design, Product, and Engineering
• Perform regular full website QA and maintenance to ensure the site is functioning properly
• Report to the Manager, Website Strategy

Website Producer

Performance Marketing

• Design and execute full-funnel, multi-channel marketing programs to generate quality free trials that result in new customers in the Agency vertical
• Manage and report on the marketing and sales funnel, including volume at every stage, conversion rates, and velocity from inquiry to sold
• Build and manage a demand generation program calendar
• Integrate email, webinars, live and virtual events, social media, review sites, influencers, digital marketing, gift marketing, and chat
• Identify and test new channels for target audiences
• Develop a deep understanding of target markets and buyers
• Partner with Content Marketing, SEO, PR, and social teams on content, offers, and demand plans
• Represent demand generation plans to sales teams, executives, and other stakeholders
• Solicit stakeholder input on campaign requirements and performance
• Align demand generation activities with company branding and awareness strategies

Demand Generation Marketing Manager

Product Manager

• Own core ad platform or CRM integration domains end to end
• Define and align integrations with business goals, customer needs, and strategic partnerships
• Improve existing integrations beyond MVP by filling functional gaps and expanding data coverage
• Own customer discovery, connection, configuration, and troubleshooting experiences
• Lead discovery with customers, partners, and internal teams
• Set product strategy and align Partnerships, business strategy, and customer input across the organization
• Partner with the other integrations PM on data sync, authentication, webhooks, and third-party API patterns
• Monitor partner roadmaps and privacy and measurement changes
• Identify and prioritize AI improvements such as intelligent field mapping, automated setup and diagnostics, enriched data, and self-healing syncs
• Shape integration data for AI agents and assistants
• Monitor success metrics, product health, and user feedback
• Sequence new work against fixes and migrations, including bugs and reliability improvements
• Partner with Voice Assist and other product teams that depend on integrations
• Work with Product Design on setup, authentication, field mapping, error, and reconnection experiences
• Write epics, user stories, and acceptance criteria with technical context
• Partner with Marketing, Sales, and Customer Experience on launches, enablement, and adoption
• Turn Support ticket patterns into prioritized work and provide workarounds
• Represent the integrations domain in planning, executive updates, and cross-functional initiatives
• Use Claude and other AI tools daily for research, specifications, data analysis, prototyping, and internal workflows

Senior Product Manager, Integrations – Ad Platforms / CRM

Marketing

• Own the go-to-market strategy for CallRail's home services business
• Prioritize subverticals and develop distinct strategies, positioning, and messaging
• Set plans to achieve acquisition and revenue goals
• Monitor customers, new MRR, churn, ARPU, conversion rate, and product adoption
• Identify trends and issues, determine their causes, and develop action plans
• Report business performance and insights to leadership
• Serve as subject matter expert on home services buyers, workflows, seasonal and operational realities, vendor landscape, and business economics
• Own buyer personas, value propositions, positioning, and messaging
• Track competitors and provide intelligence to product, sales, and leadership
• Validate market requirements through interviews, surveys, win/loss analysis, sales insight, and usage data
• Represent CallRail at trade shows, speaking engagements, webinars, panels, and podcasts
• Build subvertical-specific customer stories, benchmarks, and ROI framing
• Coordinate sales, product marketing, customer marketing, demand generation, and product development
• Consult on campaign and content development as messaging authority
• Pressure-test cross-functional work against customer pain points, competitive position, segment resonance, and measurable results
• Represent home services customers in product roadmap discussions
• Train sales and support teams and help create enablement tools and collateral

Vertical Marketing Manager, Home Services

• Own go-to-market strategy across automotive and other emerging SMB verticals
• Set positioning, messaging, investment priorities, acquisition plans, and revenue goals
• Monitor customers, new MRR, churn, ARPU, conversion rate, and product adoption
• Report business performance and strategic insights to leadership
• Serve as subject matter expert on the automotive aftermarket
• Own automotive buyer personas, value propositions, positioning, and messaging
• Build customer stories, benchmarks, and ROI framing
• Track competitors and provide intelligence to product, sales, and leadership
• Validate market requirements through interviews, surveys, win/loss analysis, sales insight, and usage data
• Represent CallRail at trade shows, speaking engagements, webinars, panels, and podcasts
• Own positioning and messaging for emerging SMB verticals
• Size and pressure-test new market opportunities and recommend investment or abandonment
• Run lightweight tests of positioning, messaging, and proof
• Coordinate sales, product marketing, customer marketing, demand generation, and product development
• Consult on campaigns and content as messaging authority
• Partner with product development to influence the roadmap
• Train sales and support teams and develop enablement tools and collateral

Vertical Marketing Manager – Automotive, Emerging SMB Verticals

Controller

• Lead the end-to-end close process for monthly, quarterly, and annual financials
• Review journal entries, accruals, prepaids, and balance sheet reconciliations for accuracy and GAAP compliance
• Manage tech-sector accounting workflows, including ASC 606 revenue recognition, ASC 340-40 sales commission deferral and amortization, R&D expense tracking, and stock-based compensation
• Manage the annual financial audit process and external auditor relationship
• Direct internal team resources to complete audit schedules, technical documentation, and compliance requirements
• Identify and deploy AI-driven tools and intelligent software to automate reconciliations and accelerate transaction processing
• Reduce total days-to-close
• Mentor and manage a team of 3 accounting professionals
• Drive operational excellence and modernize workflows through technology enablement
• Report to the Corporate Controller and work closely with the CFO
• Drive cross-functional collaboration across the company