Jobsity

General

• Configure the grants management system according to client needs and workflow specifications
• Set up system modules, user roles, forms, business rules, permissions, and automation paths
• Ensure configuration changes follow internal standards and maintain platform integrity
• Identify, diagnose, and resolve configuration-related issues
• Collaborate with development teams to escalate and resolve complex technical problems
• Validate data accuracy and troubleshoot workflow or setup inconsistencies
• Work with client-facing teams to understand agency requirements and translate them into system solutions
• Communicate configuration logic to non-technical stakeholders
• Prepare and maintain configuration documentation and update knowledge bases
• Participate in QA testing for updates, releases, and new features
• Ensure implementations meet compliance, functional, and user experience expectations
• Partner with Operations, Engineering, Product, and Support teams to close feedback loops
• Suggest improvements to workflow efficiency and configuration processes
• Support onboarding of new clients through platform setup and data alignment

Configuration Specialist

Customer Support

• Handle inbound customer support calls from U.S.-based customers
• Assist with product questions, troubleshooting, order-related inquiries, and general support needs
• Provide patient, empathetic, and easy-to-understand guidance
• Adapt communication style to customer needs and product familiarity
• Learn and maintain knowledge of a large and diverse product catalog
• Stay current on product updates, training materials, procedures, and internal process changes
• Identify customer needs and guide them toward appropriate solutions
• Confirm customer understanding and communicate next steps
• Document customer interactions and relevant information accurately
• Collaborate with internal teams when assistance or escalation is required
• Provide occasional support to Spanish-speaking customers when needed

Customer Support Specialist

Implementation Specialist

• Support customer onboarding and implementation activities by following established processes and workflows
• Gather and verify information from spreadsheets, CRM systems, and online platforms
• Log into digital platforms and complete account setup and configuration tasks
• Add users, connect accounts, retrieve information, and complete implementation-related steps
• Work with HubSpot, Facebook/Meta, Google Business Profile, Yext, and other web-based tools
• Retrieve and organize information for onboarding and implementation teams
• Pull and share account information, configuration details, and website embed codes
• Identify missing or incomplete information and follow internal processes to resolve it
• Ensure information is accurate and complete before handoff
• Maintain consistency and attention to detail in repetitive, process-driven tasks
• Communicate with internal teams primarily through written and asynchronous channels

• Configure the grants management system according to client needs and workflow specifications.
• Set up system modules, user roles, forms, business rules, permissions, and automation paths.
• Ensure configuration changes follow internal standards and maintain platform integrity.
• Identify, diagnose, and resolve configuration-related issues.
• Collaborate with development teams to escalate and resolve complex technical problems.
• Validate data accuracy and troubleshoot workflow or setup inconsistencies.
• Work with client-facing teams to understand agency requirements and translate them into system solutions.
• Communicate clearly with non-technical stakeholders and guide them through configuration logic.
• Prepare and maintain configuration documentation and update knowledge bases.
• Participate in QA testing for updates, releases, and new features.
• Ensure implementation meets compliance, functional, and user experience expectations.
• Partner with Operations, Engineering, Product, and Support teams to close feedback loops.
• Suggest improvements to workflow efficiency and configuration processes.
• Support onboarding of new clients by assisting with platform setup and data alignment.

Controller

• Oversee month-end and year-end close processes across multiple client accounts
• Review and ensure the accuracy of financial statements and general ledger activity
• Apply and interpret U.S. GAAP principles in day-to-day accounting and financial reporting
• Review journal entries, reconciliations, accruals, and adjusting entries
• Identify accounting discrepancies, financial risks, and reporting issues, and drive them through resolution
• Analyze financial results, variances, and trends and communicate findings clearly to clients
• Maintain strong internal controls and support audit readiness
• Review the work of accountants, bookkeepers, or other finance team members when applicable
• Manage approximately 6–8 client accounts simultaneously
• Build strong client relationships and participate in financial discussions, reviews, and recommendations
• Ensure deadlines, reporting standards, and accounting requirements are consistently met across assigned accounts

Senior Controller

Performance Marketing

• Plan, launch, manage, and optimize paid campaigns, primarily through Meta Ads Manager
• Monitor campaign performance and improve leads, conversions, CPL, CPA, and ROAS
• Create and manage organic social media content for Facebook, Instagram, and LinkedIn
• Develop content calendars, campaign concepts, and marketing copy
• Write and edit blogs, newsletters, promotional emails, and other digital content
• Collaborate with subject-matter experts to turn technical or sensitive topics into clear, engaging, and accurate content
• Track campaign and content performance and provide actionable recommendations
• Independently manage priorities and deliverables within allocated monthly hours

Digital Marketing Manager – Paid Media, Content

• Plan, launch, manage, and optimize paid campaigns, primarily through Meta Ads Manager
• Monitor campaign performance and improve leads, conversions, CPL, CPA, and ROAS
• Create and manage organic social media content for Facebook, Instagram, and LinkedIn
• Develop content calendars, campaign concepts, and marketing copy
• Write and edit blogs, newsletters, promotional emails, and other digital content
• Collaborate with subject-matter experts to turn technical or sensitive topics into clear, engaging, and accurate content
• Track campaign and content performance and provide actionable recommendations
• Independently manage priorities and deliverables within the allocated monthly hours

Paid Media Manager

IT Support

• Effectively resolve customer inquiries in a considerate, accurate, and timely manner
• Triage, respond to, and de-escalate inbound customer support requests while maintaining professionalism and customer satisfaction
• Troubleshoot all aspects of the client's platform and technology
• Contribute to handling escalations while working cross-functionally with Support, Customer Success, Product, and Engineering
• Maintain detailed support documentation for internal and external use
• Contribute to developing best practices, team processes, and peer training
• Advocate for customers and solutions that best enable them on client software

Configuration Specialist

Customer Support Specialist

Implementation Specialist

Configuration Specialist

Senior Controller

Digital Marketing Manager – Paid Media, Content

Paid Media Manager

Technical Support Specialist