Come Work With Us

Neat is a mixture of seasoned professionals and dynamic young leaders that together create a unique blend of experience and energy. Our employees combine humor with humility in a highly collaborative, open-office environment geared towards creative problem solving and rapid decision making.

Our Values

What Do We Offer?

Openings

Neat has helped enable small businesses to thrive for over 15 years with an ever-evolving suite of products focused on scanning, cloud-based storage, and bookkeeping solutions.   We are continuing this mission in 2021, as we launch new and updated products to further help small businesses manage their books and gain timely business insights in an intuitive, user-friendly, and mobile-first format. 

To help achieve our objectives and growth goals, we have an opportunity for a  Senior Marketing Operations Manager to join the Neat marketing team! As a part of this small but highly collaborative team, you will head up our efforts to optimize and manage our tech stack while driving improvements to our marketing optimization, data capture, and BI/reporting capabilities.  Based in Philadelphia, PA, or fully/partially remote and reporting to the CMO, you’ll have the ability to join the team and immediately make your mark, assessing and implementing strategies and processes designed to drive measurable value to the company.  If the idea of creating your own playbook sounds exciting, we want to meet you!  Read on for more details.

Overview

The Senior Manager’s primary responsibility is to lead the entirety of marketing operations for the company while also working in tandem with teams that are closely aligned with the marketing function, including product management, UX/CX, finance, and customer success.  As such, you’ll be a very collaborative team player, able to think strategically while also able to roll up your sleeves to implement and execute.

The role is expected to improve our data quality while also monitoring, measuring, and analyzing the effectiveness of marketing initiatives and programs that produce ROI and actionable insights.

Objectives & Responsibilities

  • Own the marketing and analytics tech stack and website systems at the administration level (e.g.: Salesforce/Marketing Cloud, Drift, Google Analytics, and WordPress).  Conduct regular system audits, ensure synchronization with SalesForce and Domo, and assess the technology landscape, proposing new or updated tools/integrations as required.
  • Develop best practices, quality controls, and processes of how Neat’s marketing efforts are built, tracked, and reported.  This scope includes existing and/or new marketing automation processes, data capture, and CRM efforts.  This will drive a continual improvement of the lead management function, resulting in improved campaign attribution, universe segmentation, and other efforts that tie to revenue generation and marketing optimization.
  • Lead the technical components of building marketing efforts.  Such activities include updating content, SEO optimization, and tagging on Neat.com (WordPress), collaborating to execute email nurture, display, and search campaigns.
  • Analyze marketing data, develop insights, and present recommendations on areas of improvement and opportunity to the management team. Run monthly/quarterly/annual marketing metrics reviews, consumer acquisition, and program ROI.
  • Collaborate with the rest of the marketing team to develop a test-and-learn roadmap to drive measurable insights and an ever-evolving refinement of our marketing efforts.
  • Manage the tactical operations function.  Lead the efforts for ongoing support, troubleshooting, and addressing data and technology issues.  Create documentation and presentations detailing processes, workflows, and results for review.

Collaboration

  • Work closely with the IT department in conducting data analyses, data acquisition, database management, and marketing automation.
  • Partner with the finance team to ensure ongoing budget allocations for the marketing team are accurately tracked and reported on. In addition, you’ll supply the data necessary to populate the company’s BI dashboarding & funnel reporting, program effectiveness, and overall ROI of all marketing tactics.

Requirements

  • 4-7 years’ experience as part of a marketing team with a focus on Operations optimization, technology, and strategy, with successful ownership measured by KPIs
  • Bachelor’s degree required; Master’s degree / MBA preferred
  • B2B and/or SaaS industry experience strongly preferred
  • Highly skilled in marketing automation systems such as Pardot, Marketing Cloud, HubSpot, Eloqua, or Marketo.
  • Strong experience with marketing automation platforms such as Marketing Cloud, HubSpot, or Marketo.
  • Power-user of Google Analytics / Data Studio / Tag Manager
  • Experience in web platforms (WordPress) and tools (e.g.: Yoast, Optimizely, Fullstory, Hotjar)
  • Experience leveraging BI tools such as Domo, Tableau, Qlik is strongly preferred
  • A broad understanding of how the above technology and data infrastructure interacts + synthesizes data to drive measurable business performance
  • Strong understanding of technical SEO optimization and best practices
  • Strong analytical skills; you must be able to convert data and results into compelling storytelling – insights, actionable outcomes, and strategies
  • Ability to build and measure marketing processes

Professional Characteristics

  • Naturally curious!  Hard wired to challenge the current convention and proactively seek solutions and insights that help drive the success of the marketing team and the entire organization.
  • A strong strategic thinker with a bias for action.
  • Able to approach challenges with an “ideas” mindset – able to see and implement solutions to problems
  • Loves the challenge of working in a small, friendly & collaborative environment – a truly supportive team that holds itself accountable for producing measurable results for the business. Must possess a  roll-up-the-sleeves positive attitude – absolutely no “brilliant jerks” here!
  • Highly versatile – able to successfully manage multiple projects simultaneously, prioritize ruthlessly, and meet deadlines.
  • Highly communicative and able to develop strong working relationships throughout the organization, even when working remotely.

What Else We Offer


Location:  Our office is located in downtown Philadelphia, PA, (although we’re currently 100% remote due to COVID);   will consider permanent full or partial remote U.S-based work options as well.


Benefits:  The Neat Company offers an excellent benefits package for full-time employees that includes competitive pay, Medical, Dental, 401K with up to 4% company matching,  PTO, work from home options, paid company holidays, parental leave, and more.

Professional Growth:  We’re a small and nimble company;  as such, Neat offers an opportunity to work with all levels of the organization through collaboration and cross-functional projects.  We want everyone to feel empowered to do their best work and have the autonomy to do so.  We are fully supportive of career development opportunities including ongoing training and certification.  Neat also supports continual performance feedback and a 30-60-90 day onboarding initiative to ensure your success when you join Neat!

A Collaborative and Connected team:  As we all work remotely, a culture of connectivity has never been more important.  We hate silos, and we celebrate company-wide success with weekly all-hands sessions, shout-outs, and company social gatherings.

Diversity and Inclusion:  We are an equal opportunity employer and we’re committed to building a culture of inclusion.  Neat does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity of expression, veteran status, or any other basis prohibited by applicable law.

To apply, please complete the form below.

About the Role

At Neat, we believe small businesses are the lifeblood of this country and want to ensure they focus most of their time on growing their business.  We’re doing our part by providing the most essential yet simple accounting product in the market, and we’re looking for seasoned QA engineers to help us ensure that the product we deliver is one of high quality and delivers a consistent and delightful experience for our customers.

You’ll join a diverse team and work closely with engineers, product managers, and customer success staff from across the country and the world to create products that make accounting quick, easy, and accessible to everyone. 

What You’ll Do

  • Collaborate with the software development team to ensure full knowledge of the proposed software requirements and design.
  • Design, implement and maintain manual functional tests and automated regression and smoke test plans for both mobile and web based apps.
  • Review and analyze requirements in order to build functional tests.
  • Identify/report bugs and validate bug fixes.  
  • Work closely with the QA team to review tests and collaborate on test execution.
  • Mentor QA team members in learning test automation.

What We Are Looking For

  • Minimum of 3 years of overall working experience in the quality assurance segment of software development.
  • Hands-on working experience building automation for React web applications and/or ReactNative mobile applications. 
  • Experience in writing clear, concise and comprehensive test plans and test cases.
  • Working knowledge of JIRA.
  • Excellent written and verbal communication, as this position requires working closely with both on-shore and off-shore team members.
  • Good at time management, organization, and multitasking.
  • Bookkeeping/Accounting knowledge and/or prior experience with ecommerce tools (Magento, Salesforce) is a plus.

How We Work

We’re a Philadelphia-based distributed workforce.  Our mission is to reduce small business accounting confusion by providing a refreshingly different software that lets business owners do their books on their terms in their own time. Our decision-making is shaped by discovering and solving market and user problems, not by the corner office or “smartest people in the room.”  We value and prioritize transparent communication, believe that good ideas can (and do) come from anywhere, so we encourage Neaters to work together across positions and roles.  

We are currently fully remote but working out of our Philadelphia office as necessary, and situations permit. If you have a passion for rolling up your sleeves, building new programs, and have a strong and team-player mentality, we’d love to hear from you! 

Diversity & Inclusion At Neat

We’re serious about growing diversity in the tech industry —  it’s essential to creating the best products. We purposely build Neat to be a place where people love their work and show respect and empathy to those with whom we interact. Diversity typically includes but is not limited to differences in race, gender, sexual orientation, gender identity or expression, political and religious affiliation, socioeconomic background, cultural background, geographic location, disabilities and abilities, relationship status, veteran status, and age. To work on diversity means that we welcome these differences and strive to increase the visibility of traditionally underrepresented groups.

To apply for this job, email us at careers@neat.com with the job title in the subject line or complete the form below.

About the Role

The Customer Success Specialist – Bookkeeping Solutions role at Neat will be responsible for leveraging and managing all customer success processes including customer communication, training, and execution of a “white glove’ business-level customer success program in support of Neat’s Bookkeeping software solutions.  This position will report to the Vice President of Customer Operations and play a key role in improving customer trial adoption, account retention, and increasing Net Promoter (NPS) score.

Key duties include

  • Support the execution of customer onboarding and/or conversion & retention activities. 
    Primary focus is to ensure a positive customer experience during the onboarding process
  • Advises & Assists customers with the setup of their bookkeeping needs within the Neat software environment
  • Accountable for working with internal and external stakeholders to support each account onboarding.
  • Provides technical support where necessary to assist customers in the use of Neat software
  • Contributes to the development, documentation, and implementation of a standardized onboarding approach from contract execution to post-implementation analysis.
  • Facilitates new customer onboarding by collaborating cross-functionally with internal and external counterparts.
  • Utilizes mechanisms (ie. survey) to capture and document customer requirements with a systematic, streamlined methodology.
  • Ensures all necessary account documentation is received and validated in a timely manner.
  • Communicates updates to the business pipeline (ie. Onboarding Dashboard) of account updates & feedback to all levels of the company.
  • Manages, tracks, and escalates key milestones and deliverables to ensure customer expectations are being met.
  • Resolves issues through coordination with various teams, including senior level executives.
  • Ensures completion of all internal deliverables prior to account go live (via the Onboarding Dashboard utilized to streamline the overall process.)
  • Conducts periodic post onboarding reviews via surveys; analyzes results and makes recommendations in accordance to findings.
  • Identifies opportunities for improvement within the onboarding process.
  • Participates in strategic initiatives that will continue to enhance and further streamline the onboarding process.

Experience

Required

  • BS Degree in Business, Finance, Accounting or related subject preferred or equivalent experience below
  • Experience in a support, training, onboarding role with accounting, financial or bookkeeping software and/or direct bookkeeping experience with very small (<10 FTE) and small (<50 FTE) businesses
  • 3-5 years of customer success experience (SaaS, technology environment)
  • Experience in a role that included customer training (online or in person)
  • Familiarity with customer service, call center, and CRM systems (Salesforce)

How We Work

We’re a Philadelphia-based distributed workforce.  Our mission is to reduce small business accounting confusion by providing a refreshingly different software that lets business owners do their books on their terms in their own time. Our decision-making is shaped by discovering and solving market and user problems, not by the corner office or “smartest people in the room.”  We value and prioritize transparent communication, believe that good ideas can (and do) come from anywhere, so we encourage Neaters to work together across positions and roles.  

We are currently fully remote but working out of our Philadelphia office as necessary, and situations permit. If you have a passion for rolling up your sleeves, building new programs, and have a strong and team-player mentality, we’d love to hear from you! 

Diversity & Inclusion At Neat

We’re serious about growing diversity in the tech industry —  it’s essential to creating the best products. We purposely build Neat to be a place where people love their work and show respect and empathy to those with whom we interact. Diversity typically includes but is not limited to differences in race, gender, sexual orientation, gender identity or expression, political and religious affiliation, socioeconomic background, cultural background, geographic location, disabilities and abilities, relationship status, veteran status, and age. To work on diversity means that we welcome these differences and strive to increase the visibility of traditionally underrepresented groups.

To apply for this job, email us at careers@neat.com with the job title in the subject line or complete the form below.