Kasasa

Are you looking to join a team where “corporate values” aren’t just words on the website but instead are the genuine beliefs of the team? Where the people are smart, hardworking, fun, and loving? A place where the talk is walked?

That’s Kasasa! 4 values define our company culture – Interdependence, Empowered Ownership, Badassitude, and Love – Together these values form THE PATCH. Elevate is the wrapper around the whole Patch reminding us to seek the “highest form” of our values.

If you feel our company values align with your own, please apply! If you don’t, we encourage you to find a company whose values do!

Our values are a living commitment to one another. It defines everything we do, including how we build products, serve our clients, plan for the future, and work together. It is our uncompromising promise to one another, our communities, and our clients.

Interdependence – Only team wins count. I take responsibility for my team’s success. My Team is Kasasa. I hold my shield for all of us.

Empowered Ownership – I know my goals. If they’re to be, it’s up to me.

Badassitude – I am passionate about what I do because I understand why it matters. I will courageously face challenges, seeing each one as a stepping stone toward growth.

Love – We boldly bring love to the workplace and the world.

ELEVATE – I CREATE THE HIGHER POSSIBILITY.

ONLY THE BADASS NEED APPLY!

We’re looking for much more than qualified applicants! We’re looking for people who “relentlessly give a sh!t” (Or “RGAS” for short; this is a component of our Badassitude value)! We want individuals who will courageously face challenges. We don’t settle for good enough. At Kasasa, we have the determination, grit, and hustle to create excellence.

Kasasa’s mission is to inspire and elevate community financial institutions to be the source for love and financial well-being in their communities. Kasasa employees (Spartans) are passionately dedicated to this mission and lead the way – sharing our “love” with the world – through our words and actions – via community service and outreach. Expect to get involved and make an impact if you expect to be a Spartan.

As Spartans once did, we stand together and inspire others to join us in our mission. Stronger together and united by core values, we are more than a team. We are a Phalanx!

The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job, nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Kasasa other work duties not specifically listed herein. Management reserves the right to modify, defer, or rescind this position description at any time, with or without prior notice.

Role Overview

Reporting to the VP, B2B Marketing, the B2B Marketing Manager is responsible for planning and organizing B2B events and tradeshows for the organization. They will also have responsibilities and support the broader marketing team with digital marketing, and demand generation campaigning efforts. The ideal candidate will have exceptional project management, communication, and leadership skills and a working knowledge of planning and executing in-person events, virtual events, and digital marketing campaigns.

Responsibilities

1. Infuse the Patch Values into your work ethic, every day and every interaction.
2. Plan and execute B2B event marketing plans which includes national, regional/territory events and tradeshows, sponsorships, and speaking engagements.
3. Collaborate and support digital marketing and demand generation campaign planning and execution
4. Organize and coordinate campaigns including direct mail, account-based marketing, email, webinars, and other promotions attracting the organization’s ideal clients.
5. Manage the lead and opportunity process with the Sales and BDR teams to ensure all opportunities are captured and reported on for all events.
6. Ensure there is a positive ROI for each event – defined as the equivalent number of new leads generated, that culminate in new sales.
7. Identify and cultivate new lead opportunity streams for all major events.
8. Pre-event and onsite communication with delegates, and relationship-building with key stakeholders
9. Establish staff schedules, arrange air and ground travel, task assignments, and equipment allocation to ensure conformance with department objectives and goals
10. Represent and deliver service excellence that is in keeping with the organization’s brand
11. Determine fiscal requirements and prepare budgetary recommendations
12. Negotiate agreements with outside providers and subcontractors to ensure lowest cost and highest quality of service
13. Work closely with internal and external event planning committees and client groups to define event goals, objectives and specific implementation plans that promote the organizations brand
14. Establish communication protocols and operating procedures with planning committees, subcontractors and program staff
15. Source venues, logistics providers (shipping, catering, telephony), acquire supporting technology and coordinate development of materials to execute high-quality events
16. Maintain a calendar of events and implement a system that enables and anticipates long-term planning and effective event management for the organizations meetings, conferences and events
17. Work closely with marketing managers, committees and marketing communications staff to effectively support the promotion of events to target audiences
18. Conduct research and develop feasibility studies to identify new events opportunities for the organization
19. Oversee procurement purchasing, event registration, and client service needs with regard to catering, meal events, audiovisual, security and rental needs for events
20. Prepare event programs and confirm all necessary preparations are in order
21. Identify all aspects of event risk assessment and crisis management planning strategies. This includes, but is not limited to, security for the event if necessary
22. Supervise, direct and coordinate the activities of personnel, subcontractors and vendors as required to successfully execute all aspects of the event
23. Ensure speakers are briefed and prepared to provide effective presentations and materials
24. Trouble-shoot and smooth issues relating to the successful execution of the event program
25. Provide campaign/event analysis, budget recaps and participant feedback and incorporate learning into future plans
26. Develop reports and distribute as required to sponsors, participants, stakeholders and others.

Qualifications

1. University degree or college diploma in business, marketing, or related field
2. Minimum 5 years of Event/Tradeshow management experience in or related field is required
3. The position is based in Austin, TX and candidates are required to be in-person at our office a minimum of 3 days per week.
4. Proven negotiating skills with hotels, entertainers and other event vendors
5. Ability to develop professional relationships in all aspects of the position that result in stable, consistent, reliable, and courteous communication when dealing with other organizations
6. Ability to problem solve and work independently in a changing and multi-tasking environment with numerous deadlines
7. Excellent organizational, planning and project management skills
8. Proven ability to take direction and input and to develop effective and engaging branded events that will achieve the organizations goals
9. Ability to influence and coordinate the efforts of other team members in support of events and other marketing campaigns
10. Demonstrated ability to prepare accurate budgets and effectively manage expenses
11. Ability to present and pitch ideas effectively to council management team
12. High level of verbal and written communications skills
13. Demonstrated ability for accuracy and thoroughness
14. Exceptional written and verbal communication skills
15. Solid business acumen, management, and problem-solving skills
16. Strong computer skills, especially Microsoft Office (Word, Excel, PowerPoint) event management technologies, and customer relationship management software (Salesforce), work ticket management (Jira), and marketing automation technology (Hubspot, Salesforce Marketing Cloud)
17. Effective time management, organizational, and leadership skills
18. Must be legally allowed to work in the U.S.
19. You will be asked to participate in culture related meetings, activities, and events. We firmly believe that building culture and teamwork in a company requires extra intentionality, and thus your participation and engagement isn’t just encouraged – it is required and part of your role responsibilities.

Our benefits include:

• Open Paid Time Off AND 14 paid holidays
• Gym Membership Reimbursement
• Tuition Reimbursement
• Paid Parental Leave
• Love Fund – established as a way for Spartans to give back to their co-workers in need
• Medical Benefits
• Dental, and Vision with a substantial contribution from Kasasa.
• Life Insurance, Long-Term Disability, Short-Term Disability, and Employee Assistance Program – all provided in full by Kasasa
• 401k plan with matching contributions
• Pay to Tat (Patch tattoos only)
• Peer-to-Peer Appreciation Program – Worktango
• Noon:30’s – 1st and 3rd Fridays of the month- done at 12:30pm

Are you ready to join an amazing group of people who genuinely love their jobs in an environment that inspires greatness?

We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, citizenship status, gender, gender identity, pregnancy, sexual orientation, transgender status, marital status, religion, creed, age, physical or mental disability, results of genetic testing, genetic information, past, present or prospective service in the military, or any other characteristic or activity protected by federal, state, or local law.

Kasasa

Job Title: Client Director

Department: Client Directors

Location: Remote

Status: Full-Time, Exempt

Are you looking to join a team where “corporate values” aren’t just words on the website but instead are the genuine beliefs of the team? Where the people are smart, hardworking, fun, and loving? A place where the talk is walked?

That’s Kasasa! There are 4 values that define our company culture – Interdependence, Empowered Ownership, Badassitude, and Love – Together these values form THE PATCH. Elevate is the wrapper around the whole Patch reminding us to seek the “highest form” of our values.

If you feel that our company values align with your own, please apply! If you don’t, we encourage you to find a company whose values do!

Our values are a living commitment to one another. It defines everything we do, including how we build products, serve our clients, plan for the future, and work together. It is our uncompromising promise to one another, our communities, and our clients.

• Interdependence – Only team wins count. I take responsibility for my team’s success. My Team is Kasasa. I hold my shield for all of us.
• Empowered Ownership – I know my goals. If they’re to be, it’s up to me.
• Badassitude – I am passionate about what I do because I understand why it matters. I will courageously face challenges, seeing each one as a steppingstone toward growth.
• Love – We boldly bring love to the workplace and the world.
• ELEVATE – I CREATE THE HIGHER POSSIBILITY.

ONLY THE BADASS NEED APPLY!

We’re looking for much more than qualified applicants! We’re looking for people who “relentlessly give a sh!t” (Or “RGAS” for short; this is a component of our Badassitude value)! We want individuals who will courageously face challenges. We don’t settle for good enough. At Kasasa, we have the determination, grit, and hustle to create excellence.

Kasasa’s mission is to inspire and elevate community financial institutions to be the source for love and financial wellbeing in their communities. Kasasa employees (Spartans) are passionately dedicated to this mission and lead the way – sharing our “love” with the world – through our words and actions – via community service and outreach. Expect to get involved and make an impact if you expect to be a Spartan.

As Spartans once did, we stand together and inspire others to join us in our mission. Stronger together and united by core values, we are more than a team. We are a Phalanx!

The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job, nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Kasasa other work duties not specifically listed herein. Management reserves the right to modify, defer, or rescind this position description at any time, with or without prior notice.

Role Overview

The CD, Client Director, is responsible for account retention, satisfaction, and cross-selling/up-selling additional products and services to their assigned financial institutions. The CD will drive the revenue growth of existing clients and manage attrition by developing strategic and tactical level relationships across their book of business. The CD is entrusted to provide consultative strategic support through data and trend analysis to help partners execute their growth initiatives and enhance value of the Kasasa partnership. The CD owns the client relationship and is at the center of communications between the customer and Kasasa. The CD will utilize enhanced solution selling, account management, and business planning capabilities to execute strategies that maximize sales and retention performance. The individual must be able to quickly identify and transition between business development and account management responsibilities. The role will leverage resources from inside the GTM function and across the organization to deliver an efficient and streamlined opportunity and customer success process.

Responsibilities

1. Infuses the Patch Values into your work ethic, every day and every interaction
2. Meet or exceed revenue targets of assigned book of business
3. Full ownership of sales process, from identifying an opportunity to close
4. Achieve retention targets
5. Contract renewal management and negotiation
6. Execution of the customer success and opportunity management process – and ensure it is documented inside of the CRM (timely delivery, value-driven conversations, product delivery)
7. Develop and execute Account Business Plan and Account Reviews
8. Accountable for positive CSAT score
9. Establish multiple relationship with buying and operational relationship at each Financial Institution (FI) in book of business
10. Provide identified trends and insights identified in the field back to organizational stakeholders
11. Champion and promote Kasasa products and services by illustrating the value of Kasasa, to address the needs and challenges of the FI
12. Ensure optimal efficiency of assigned POD- Building strong, collaborative relationships with all POD members
13. Establish and execute cadence of productive virtual and face-to-face meeting
14. Travel up to 60%
15. Other duties as assigned.

Competencies

1. Proactively seizes selling opportunities by demonstrating the ability to move seamlessly between technical product expertise and business development discussions; this includes consistently demonstrating Solution Selling skills
2. Develop and execute a Territory Business Plan / Account Business Plans / Resource Allocation
3. Strong ability in working with, and leading, a team
4. Ownership- accountability and “knowhow” for getting things done and resolving issues in initial stages
5. Highly organized and the ability to properly manage assigned client portfolio
6. Understanding Industry knowledge, trends, and direction
7. Ability to identify goals, priorities and business issues and their interrelationship with revenue
8. Ability to take a consultative and customer focused approach to understand issues and deliver solutions

Performance Metrics

1. Potential Revenue Bookings (Expected Value of upselling new products)
2. Net Existing Rev Growth / Retention Revenue
3. CSAT
4. Onsite Meetings/QBR’s
5. Onsite branch visits
6. Onsite relaunches

Qualifications

1. Bachelor’s degree
2. Proven track record of achieving sales quota (preferably within existing clients)
3. Above average negotiating skills and willingness to take risk and engage in constructive conflict
4. Excellent relationship development and selling into C-suites and Senior-level management
5. 5+ years of relevant selling and customer success experience in the financial industry, including expectation setting and management with understanding of accounting, finance and marketing
6. Best in class communication skills – written, verbal, non-verbal and presentation
7. Experience with Salesforce a plus
8. Proficient in Excel
9. Excellent project management skills and ability to finish projects and tasks in a timely manner
10. Tireless work ethic and natural tendency to pitch in to help teammates
11. Must be legally allowed to work in the U.S.
12. While we are a remote-first workforce, you may be asked to attend critical meetings or events in person. Travel expenses to and from our headquarters will be paid.
13. You will be asked to participate in culture related meetings, activities, and events. We firmly believe that building culture and teamwork in a remote company requires extra intentionality, and thus your participation and engagement isn’t just encouraged – it is required and part of your role responsibilities. If you do not want to participate in these, please do not apply.

Our benefits include:

• Remote-first workforce – relocation not required.
• Open Paid Time Off AND 14 paid holidays
• Gym Membership Reimbursement
• Tuition Reimbursement
• Paid Parental Leave
• Love Fund – established as a way for Spartans to give back to their co-workers in need
• PPO/HSA options for Medical, Dental, and Vision with a substantial contribution from Kasasa.
• Life Insurance, Long-Term Disability, Short-Term Disability, and Employee Assistance Program – all provided in-full by Kasasa
• 401k plan with matching contributions
• Pay to Tat (Patch tattoos only)
• Peer-to-Peer Appreciation Program – Worktango
• Noon:30 – every other Friday at 12:30, spend the rest of your day investing in your own development. On the other Fridays, spend the afternoon as you please!

Are you ready to join an amazing group of people who genuinely love their jobs in an environment that inspires greatness?

We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, citizenship status, gender, gender identity, pregnancy, sexual orientation, transgender status, marital status, religion, creed, age, physical or mental disability, results of genetic testing, genetic information, past, present or prospective service in the military, or any other characteristic or activity protected by federal, state, or local law.

Kasasa