doola

Maintain the company's financial planning engine, including forecasts, budgets, and KPI dashboards to support leadership decision-making. Partner with department heads to manage spend and prepare financial materials for board and investor needs.

Manage the full post-sale lifecycle for embedded API and white-label partners to drive formation volume and revenue growth. Responsibilities include onboarding partners, conducting quarterly business reviews, and serving as the voice-of-partner for product and engineering teams.

Own and scale the organic growth engine by driving paid plan purchases through traditional SEO and Generative Engine Optimization (GEO). Build category authority across Google and AI platforms like ChatGPT, Gemini, and Claude to increase visibility and revenue.

Lead the end-to-end preparation and review cycle for business tax returns while serving as the primary escalation point for complex technical cases. Mentor team members, enforce SOPs, and monitor key performance metrics to ensure SLA adherence and high-quality client service.

The specialist will own lifecycle campaigns from concept through deployment and optimization, building and managing these programs across channels like email, SMS, and WhatsApp using platforms like Customer.io. They will also design and execute behavior-triggered messaging programs and run structured experiments to enhance activation and engagement.