Placer.ai

Financial Planning and Analysis

• Support financial planning and forecasting across the P&L, balance sheet, and company cash flows
• Conduct annual, quarterly, monthly, and ad-hoc planning cycles
• Partner with R&D and product teams to drive actions informed by financial insights
• Create forecasting models for ongoing and ad-hoc analyses
• Analyze company performance, KPIs, budget-to-actuals, flux, and other financial measures
• Collaborate with Finance, Accounting, business, and support teams to improve financial and business processes and budgets
• Develop, maintain, and improve the company’s financial models
• Provide cross-departmental insights for operations, marketing, sales development, and sales teams
• Improve internal reporting processes, departmental budgets, and non-financial KPIs
• Identify, design, and test improved controls and embed them cross-functionally
• Lead cross-functional projects end to end and influence teams outside the direct reporting chain

Senior Finance Manager

Full-stack Engineer

• Work closely with product, design, and customers to shape what to build and how
• Turn vague requirements into clear technical plans and adjust them as needed
• Design, build, and ship production features across APIs, data models, services, and UI
• Make architecture decisions balancing immediate speed with long-term maintainability
• Build AI-powered capabilities including LLM features, retrieval, agents, and MCP tool-calling flows with scoped permissions and failure recovery
• Build evaluations from real user questions before prompts or model changes ship
• Protect AI features against prompt injection, personal-data leaks, and fabricated answers
• Maintain production health through monitoring, tracing, debugging, and fixing reliability, cost, and latency issues
• Use AI coding tools such as Claude Code or Cursor while owning quality, testing, and reliability
• Raise engineering standards through code reviews, knowledge sharing, and workflow improvements

Senior Software Engineer

Accounts Receivable

• Approve Sales Orders synced from Salesforce, ensuring accuracy against order forms
• Review invoicing before emailing customers and ensure tax compliance using Avalara
• Set up Placer as a vendor in third-party portals
• Upload e-invoices via customer procurement platforms such as Ariba and Coupa
• Upload tax exemption certificates to Avalara
• Assist with the billing email inbox and respond to internal and external inquiries
• Resolve billing and invoicing discrepancies
• Stratify collection activities to maximize cash receipts
• Issue dunning letters to overdue accounts
• Contact customers regarding overdue accounts and determine reasons for non-payment
• Disable platform access when payment is unlikely
• Issue credit hold notifications
• Recommend accounts for collection agency referral
• Recommend bad debt write-offs
• Maintain accurate records of customer interactions
• Perform ad hoc Accounting/Finance projects
• Coordinate with sales operations, customer success, deal desk, and other departments on billing and revenue inquiries
• Identify opportunities to improve or replace the Virtual Post Mail process
• Perform month-end reconciliation between Salesforce and NetSuite
• Provide documentation for internal and external audits
• Assist the technical accounting/revenue team with day-to-day activities

Accounts Receivable Specialist

Marketing

• Forecast and own the demand plan by building and maintaining a rolling pipeline forecast by channel and segment
• Design and lead the Strategic team's ABM program, including account tiers, buying committees, and coordinated multi-channel outreach
• Direct paid media strategy across SEM, paid social, and display
• Partner with content on SEO/AEO strategy and prioritize keywords, topics, and pages based on conversion and revenue data
• Optimize the full funnel by identifying conversion drop-off and leading experimentation, page changes, and process improvements
• Partner cross-functionally on product-led growth and product-qualified lead signals
• Set and deliver qualified pipeline targets across sales-assisted and self-serve motions
• Track and improve CAC, pipeline velocity, and marketing-sourced/influenced revenue as a percentage of spend
• Embed Claude and MCP-connected data sources into reporting and campaign QA workflows
• Report to the CMO and partner closely with Sales, RevOps, Product, and CS

VP, Revenue Marketing

• Architect AI agents that execute reliable multi-step workflows using reasoning, tool calls, and decision-making
• Design, build, and deploy MCP servers for external SaaS integrations and Placer.ai internal tools
• Build secure OAuth and credential-management infrastructure for connector authentication
• Define and apply production-readiness standards for MCP servers, including security, Kubernetes deployment, logging, and access controls
• Triage connector requests and bug reports and distinguish rollout-critical work from backlog
• Build and maintain Cowork plugins and Claude skills for Marketing, Operations, Data, and other workflows
• Automate manual and repetitive processes using Claude
• Own and improve Placer.ai’s internal Databricks BI environment, including data restructuring and ingestion pipelines
• Build tooling to track internal AI usage, adoption, and high-value use cases
• Optimize compute, storage, networking, performance, and cost across the internal AI platform
• Implement AI platform security practices including identity management, encryption, and compliance monitoring
• Partner across AI Operations, R&D, Data Science, GTM, and other teams
• Report to the COO and own the path from integration request to production-grade system
• Help establish triage and review processes enabling safe self-service across the organization

Senior AI Software Engineer

Marketing Operations

• Own the marketing operations roadmap and sequence priorities against marketing and revenue goals
• Own marketing systems architecture and data integrity between HubSpot and Salesforce
• Resolve discrepancies between marketing and sales reporting with Sales Operations
• Own the end-to-end lead lifecycle, including stage definitions, qualification criteria, scoring thresholds, routing logic, service levels, and sales handoff
• Own campaign operations and attribution and build defensible executive-level measurement
• Own funnel and conversion reporting as the single source of truth for marketing performance
• Own marketing technology strategy, including build-versus-buy decisions, vendor evaluations, renewals, consolidation, and stack costs
• Govern marketing systems, including permissions, testing, documentation, and requirements
• Own marketing data compliance, including consent capture, suppression, and unsubscribe handling, working with Legal
• Manage, coach, grow, hire, and lead the marketing operations team
• Partner with Enablement and Sales Operations to communicate routing, lifecycle, and definition changes to the field
• Report to the VP of Revenue Operations and support marketing leadership
• Measure success through routing accuracy, lifecycle consistency, data quality, trusted funnel reporting, roadmap delivery, stack efficiency, attribution adoption, and team growth

Senior Finance Manager

Senior Software Engineer

Accounts Receivable Specialist

VP, Revenue Marketing

Senior AI Software Engineer

Director, Marketing Operations