Filed is building the first AI tax preparer trusted by America’s accounting firms.

This industry might seem boring—but it’s a $70B backbone of the economy that’s breaking under a talent shortage no one has solved. We’re fixing it—fast.

In just 9 months, we’ve hit strong product-market fit, are generating insanely fast-growing, ridiculously sticky revenue, and are backed by top-tier investors. We’re not a tool—we’re the missing workforce firms have been sounding the alarm for. We’re building the future by expanding our already 30-person team with those who want to say “I was there when it all started.”

Read more → TechCrunch

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What we should tell you about the role:

We’re looking for a Marketing Ops & CRM Lead who moves fast and thrives in high-velocity environments. You’re the kind of person who sees a gap in the funnel, understands the root cause quickly, and ships a new nurture journey or campaign in hours—not weeks. You love turning ambiguity into working systems, and you don’t wait around for perfect inputs to get started.

You’re a generalist who’s just as comfortable crafting segmentation logic and behavioral triggers as you are refining email copy or collaborating on GTM experiments. You sweat the details, but never let them block momentum. You think in terms of speed, value, and iteration—always asking: how can we get this in front of users faster?

As one of our earliest marketing team hires, you’ll help shape how we bring in, activate, and retain users. You’ll work closely with product, sales, support, and—most importantly—our users to rethink how we grow and deliver value in a space most people thought couldn’t be changed.

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Here’s why this is a terrible job:

• This is not a job for someone who likes to move slow.

• We operate week to week with ruthless speed. Sometimes we’re going in the wrong direction, but more times than not we’re going in the right direction.

• If you need a few extra days to perfect a campaign, chances are there’s already a handful of team members blocked behind you.

• We use tools like HubSpot, Clearbit, and Census to move fast, test ideas in days, and launch quickly.

• You’ll be operating at the intersection of user psychology, growth systems, and high-trust workflows.

• There are no clear answers. Just judgment calls, ambiguity, and constant input from every direction.

• You’ll ask yourself, is this really the work? It is. And it’s not for everyone.

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Here’s why it’s the best career choice you’ll make:

• We’re building what tax pros call impossible. A product that behaves like a teammate, not just another tool.

• We run reviews every 4 months. We operate with total transparency around pay, performance, and progress.

• You’ll be paid above market. You’ll earn equity that grows fast. And you’ll have full autonomy to make high-impact decisions.

• You’ll launch campaigns because you believe in them, not because they got signed off.

• You’ll talk to customers weekly. You’ll drive outcomes end to end.

• We’ll tell you what needs to be achieved. How you get there is on you.

• We expect you to build a customer Oracle. An internal simulator so dialed in that you can predict exactly what your user needs before you ever talk to them.

• That comes from immersion, curiosity, and care.
  

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The teammate we’re looking for:

• Thrives at solving complex, systems-level marketing challenges

• Moves seamlessly between strategy, execution, and iteration

• Excited by the challenge of supporting multiple user journeys and teams

• No lone wolves — we need a collaborative operator

• Big bonus if you have a track record of owning measurable growth outcomes, not just running tasks

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What you’ll be responsible for:

• Building and maintaining best-in-class marketing automation in HubSpot

• Designing lifecycle journeys that move leads from first touch to onboarding to retention

• Owning the CRM/CDP infrastructure to power go-to-market execution and insights

• Driving segmentation, behavioral triggers, and experiments to improve conversion

• Enabling the broader GTM team with tooling, templates, and support

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Your hard skillset:

• Deep experience in marketing automation and CRM, especially HubSpot

• Comfortable designing and analyzing lifecycle journeys and behavioral campaigns

• Confident working across data layers (CDPs, integrations, attribution, reporting)

• Bonus if you’ve worked in fast-paced startups or regulated industries

• Even bigger bonus if you’ve helped scale a B2B funnel from 0→1

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Your soft skillset:

• Comfortable being uncomfortable and making calls with incomplete data

• Empathetic and curious — building for the user, not just for performance metrics

• Highly collaborative across product, sales, and support

• Detail-oriented but pragmatic — you know when polish matters and when to move

• You own your work and welcome the accountability that comes with it

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Growth and Levels:

1. We operate on six levels, from Level 1 to Level 6. Each reflects increasing ownership, impact, and scope with meaningful jumps in salary and equity.

2. We review levels every 4 months. Promotions are based on output and ownership, not tenure.

3. This isn’t a comfy marketing ops role. It’s fast, focused, and customer-obsessed.

4. You will launch fast. You will learn fast. You will own what you ship.

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The process:

• Quick intro call (30 minutes)

• Campaign walkthrough and async task (60 minutes)

• Final round with our team (120 minutes)

In just 3.5 hours, you’ll be wanting early access—just like the rest of our team—to get into the stack and start building a generational company, even before your first day. Because you’ll see the opportunity to change your career trajectory—fast.