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Build the future of AI-powered meetings

Join a team of innovators transforming how organizations manage meetings and events through agentic AI technology.

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9

Open positions

4

Teams hiring

Boston + hybrid

Where we work

Why Groupize

Seeking extraordinary people for an extraordinary team

Health & wellness

Comprehensive health, dental, and vision insurance plus wellness programs.

Hybrid organization

Work from anywhere with flexible hours and a hybrid-friendly culture.

Growth & learning

Professional development budget and continuous learning opportunities.

Equal opportunity

Groupize is proud to be an equal opportunity employer.

An amazing team

Work with talented, passionate people who love what they do.

Cutting-edge tech

Build with the latest agentic AI technologies and tools.

Open positions

Find your next opportunity

9 open roles across sales, customer success, engineering, and finance.

New Support & Customer Success Boston HQ / Hybrid · Full-time

Enterprise Account Director

Grow revenue, increase product adoption, and drive strategic value across a portfolio of enterprise customers.

Overview

The Enterprise Account Director is responsible for growing revenue, increasing product adoption, and driving strategic value across a portfolio of enterprise customers.

This is not a traditional account management role.

You will act as a trusted advisor to senior customer stakeholders while identifying opportunities to expand Groupize's footprint through new AI capabilities, workflow automation, additional business units, global deployments, and new product adoption.

Success in this role will be measured by expansion revenue, net Revenue Retention, executive engagement, and customer business outcomes.

You will partner closely with Customer Success, Product, Marketing, and Executive Leadership to ensure customers maximize value while accelerating growth within existing accounts.

Key Responsibilities

Revenue Growth & Expansion

  • Own expansion revenue targets across an assigned portfolio of enterprise accounts.
  • Identify, qualify, and close cross-sell and upsell opportunities.
  • Develop strategic account plans that increase wallet share and product penetration.
  • Build multi-year growth strategies for key customer relationships.
  • Drive adoption of Groupize AI solutions and emerging platform capabilities.
  • Consistently exceed expansion Revenue and Net Revenue Retention targets.

Executive Relationship Management

  • Build trusted relationships with senior executives and decision-makers.
  • Establish strong multi-threaded relationships across customer organizations.
  • Serve as a strategic advisor on meetings, events, travel, spend management, and AI-driven workflow transformation.
  • Lead Executive Business Reviews focused on ROI, adoption, innovation, and future growth opportunities.
  • Become the voice of the customer internally.

Strategic Account Planning

  • Create and maintain account plans that identify stakeholders, business initiatives, risks, opportunities, and expansion pathways.
  • Develop territory and account growth strategies based on customer objectives and market trends.
  • Partner with Customer Success to proactively manage risk and uncover growth opportunities.
  • Leverage customer data, usage insights, and business outcomes to guide account strategy.

AI-Native Selling & Customer Transformation

  • Help customers modernize operations through AI-powered workflows and automation.
  • Educate customers on emerging Groupize AI capabilities and best practices.
  • Use AI tools and customer intelligence platforms to identify growth opportunities and improve sales effectiveness.
  • Promote innovation and transformation conversations across the customer base.

Cross-Functional Collaboration

  • Partner closely with Customer Success to ensure customer health and adoption.
  • Work with Product and Engineering to communicate customer feedback and strategic requirements.
  • Collaborate with Marketing on customer advocacy, case studies, references, and executive engagement programs.
  • Support strategic renewal efforts to ensure long-term customer growth and retention.

Requirements

  • 5+ years in Enterprise Account Management, Strategic Account Management, Customer Growth, or Enterprise SaaS Sales.
  • Proven track record exceeding expansion revenue and account growth targets.
  • Experience managing Fortune 500 or complex enterprise accounts.
  • Demonstrated success selling into executive stakeholders and navigating large organizations.
  • Strong consultative and value-based selling skills.
  • Experience developing account plans and executing multi-stakeholder sales strategies.
  • Excellent communication, presentation, and negotiation skills.

Additional Desired Skills / Background

  • Experience with enterprise SaaS, AI platforms, workflow automation, travel technology, meetings and events, procurement, or spend management solutions.
  • Experience selling into life sciences, healthcare, financial services, manufacturing, or other regulated industries.
  • Familiarity with SAP Concur, travel and expense ecosystems, procurement technologies, or adjacent enterprise platforms.
  • Experience using AI tools and data-driven account planning methodologies.

Success Metrics

  • Expansion ARR
  • Net Revenue Retention (NRR)
  • Gross Revenue Retention (GRR)
  • Product Penetration
  • Executive Sponsor Coverage
  • Pipeline Creation Within Existing Accounts
  • Multi-Product Adoption
  • Customer Advocacy & References
  • Forecast Accuracy

What Great Looks Like

In the first 12 months, you'll:

  • Build trusted executive relationships across your portfolio.
  • Consistently identify and close expansion opportunities.
  • Increase product adoption and customer value realization.
  • Drive measurable growth within existing enterprise customers.
  • Become a strategic advisor helping customers leverage AI and workflow automation to improve business outcomes.
  • Contribute directly to Groupize's expansion-led growth strategy.
 Apply now
New Support & Customer Success Boston HQ / Hybrid · Full-time

Mid-Market Growth Manager

Own a high-volume portfolio and drive adoption, renewals, and expansion through a digital-first engagement model.

Overview

The Mid-Market Growth Manager owns a high-volume portfolio of customers and is responsible for driving product adoption, customer engagement, renewals, and expansion opportunities through a highly scalable and digital-first engagement model.

Unlike traditional account management roles, success in this position comes from leveraging AI, automation, customer intelligence, and data-driven workflows to create personalized customer experiences at scale.

This role combines elements of customer success, account management, lifecycle marketing, and revenue growth.

You will partner closely with Customer Success, Marketing, Product, and Sales to maximize customer value and accelerate expansion across the Groupize customer base.

Key Responsibilities

Portfolio Growth & Retention

  • Manage a large portfolio of SMB and Mid-Market customers.
  • Own customer retention, expansion revenue, and product adoption metrics across assigned accounts.
  • Identify and execute cross-sell and upsell opportunities within the customer base.
  • Drive Net Revenue Retention (NRR) and Gross Revenue Retention (GRR) performance.
  • Build scalable engagement strategies that maximize customer value while maintaining operational efficiency.

Digital Customer Engagement

  • Execute digital-first customer engagement programs using email, webinars, in-app messaging, automation, customer communities, and AI-powered outreach.
  • Design and manage customer lifecycle campaigns that improve onboarding, adoption, renewal readiness, and expansion.
  • Deliver targeted communications based on customer health, usage patterns, industry, and growth potential.
  • Leverage customer marketing programs to drive engagement and advocacy.

AI-Native Customer Management

  • Use AI-powered tools and customer intelligence platforms to prioritize outreach and identify opportunities.
  • Monitor customer health scores, usage analytics, renewal signals, and expansion triggers.
  • Leverage AI to increase productivity and manage a large customer portfolio efficiently.
  • Continuously improve workflows through automation and AI best practices.

Customer Adoption & Value Realization

  • Help customers maximize the value of Groupize solutions through proactive education and enablement.
  • Identify adoption barriers and coordinate internal resources to improve customer outcomes.
  • Promote new product capabilities, AI innovations, and workflow automation opportunities.
  • Drive measurable improvements in customer engagement and platform utilization.

Expansion & Revenue Growth

  • Generate and close expansion opportunities within existing accounts.
  • Identify opportunities for additional products, business units, users, or workflow adoption.
  • Partner with Enterprise Account Directors and Customer Success leaders on larger growth opportunities.
  • Maintain accurate forecasting and pipeline management within CRM systems.

Requirements

  • 3+ years in Customer Success, Account Management, Customer Growth, Digital Success, or SaaS sales roles.
  • Experience managing a high-volume customer portfolio.
  • Proven ability to drive customer retention and account growth.
  • Strong communication skills across email, virtual meetings, and digital channels.
  • Highly analytical with experience using customer data to drive decision making.
  • Experience using CRM and customer success platforms.

Additional Desired Skills / Background

  • Experience in SaaS, AI, workflow automation, travel technology, meetings and events, procurement, or spend management solutions.
  • Experience with digital customer success programs and scaled engagement models.
  • Familiarity with customer health scoring, lifecycle marketing, and customer journey management.
  • Experience leveraging AI tools to improve productivity and customer engagement.

Success Metrics

  • Net Revenue Retention (NRR)
  • Gross Revenue Retention (GRR)
  • Expansion Revenue
  • Renewal Rate
  • Product Adoption
  • Customer Engagement
  • Time-to-Value
  • Portfolio Health Score
  • Customer Satisfaction

What Great Looks Like

Within your first year, you will:

  • Successfully manage and grow a large portfolio of customers through a scalable digital engagement model.
  • Consistently identify expansion opportunities and contribute meaningful growth revenue.
  • Improve adoption and customer health across your portfolio.
  • Leverage AI and automation to increase productivity and customer impact.
  • Become a trusted advisor to customers while maintaining exceptional operational efficiency.
 Apply now
Engineering Boston HQ / Hybrid · Full-time

Software Engineer

Build features across Groupize's platform and TheVendry marketplace on a NextJS / React / NodeJS stack.

Overview

A Software Engineer on the Groupize team is responsible for the development of new features and ongoing support of Groupize's suite of applications. They contribute to the direct implementation of business requirements as well as participate in decisions on tooling, methodology or code structure for the application.

A candidate for this position will be, primarily, working on thevendry.com – Groupize's marketplace of venues to hold meetings or events. A candidate may also be asked to participate in engineering tasks for Groupize's platform as well. The initial focus for this position will be on integrating The Vendry's marketplace into Groupize's meeting and events management platform.

Candidates should be skilled at, and interested in, tasks such as data modeling, API design, programming, code structure and layout, and tooling to support efficient and secure application development. Candidates for this position would be responsible for a full-stack approach to application development but would work side by side with a frontend specialist for more complicated user interface tasks.

Software Engineers report to the VP of Engineering and act as contributing members of the engineering team, participating in all activities related to the execution of sprints and the development of the application.

Responsibilities

  • Implement business requirements, as defined by the Delivery Manager, VPE, and CCO. Provide feedback on requirements during implementation including possible changes or complications that could improve the product or expedite delivery.
  • Take an active role in sprint planning, estimating, standups and other software delivery activities.
  • Write clean, secure code. Adhere to best practices with respect to application development and security. Regularly unit test code and ensure any changes function as defined in the requirements.

Communicate with your team and the Groupize team as a whole

  • This includes helping engineering team members as needed to resolve any roadblocks and drive toward a successful sprint for everyone.
  • Communicate with the VPE, CCO or Delivery Manager about application concerns or possible feedback on requirements.
  • Clearly communicate any possible security vulnerabilities that may result from a new requirement or piece of functionality.
  • Provide feedback in code reviews and other team discussions on ways to improve the quality of the application or the delivery of new code.

Full-stack development

  • Help implement new functionality and contribute to architectural changes for a NextJS / React / NodeJS based application.
  • Help ensure a well tested codebase including unit testing and proper monitoring and alerting of errant circumstances.
  • Be able to break down a business problem into corresponding application algorithms and implementation details.
  • Be knowledgeable and experienced in NextJS, React, NodeJS, MySQL and TailwindCSS. Having an understanding of service based architecture and the use of services like Apache Kafka is a plus.
  • Manage and support developer tooling with respect to unit testing, continuous integration, code review and security scanning.
  • Monitor and manage security vulnerabilities with external front-end dependencies.

Information Security

  • Participate in annual information security training.
  • Participate in annual secure coding training.
  • Adhere to all elements of the Groupize Information Security Program specifically those items outlined in the Software Development Policy. This includes identifying possible application vulnerabilities and alerting the VPE and other engineering team members.
  • Proactively monitor and report information security incidents to their direct manager or to the VP of Engineering.

Requirements

  • Bachelor's Degree in computer science or a related field, or equivalent experience in the field.
  • This is a full-time remote position, but it may require occasional travel for company gatherings or activities.
  • Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Candidates must be located in one of the following states: MA, NJ, OH, NE, AR, CA, WA, CO, FL, NY.
  • An understanding of application development architectural principles.
  • 5+ years of NodeJS based development, including at least 2 years working in a NextJS based application. Understanding of database modeling and migration using appropriate tooling such as Knex. Understanding of key elements of application performance.
  • 3+ years of experience with React.
  • 3+ years of experience with MySQL or similar SQL-based database.
  • Strong communication skills including the ability to present technical topics to business customers in a clear and effective manner.
  • Interest and enthusiasm for working on an established codebase independently.

Additional Desired Skills / Background

  • Strong desire to help create a clean, organized, reusable codebase.
  • Knowledge of the travel or meetings industry.
  • Experience with Porter, Docker, AWS and NextJS based application web hosting configuration / management.
  • Experience with Ruby on Rails and common Ruby tooling.
  • Experience with Apache Kafka.
  • Knowledge of SEO-aligned development patterns.
 Apply now
Sales Boston HQ / Hybrid · Full-time

Sales Executive - Life Sciences

Develop and close new logos across Life Sciences accounts, solving HCP/HCO data and compliance challenges.

Groupize has re-imagined meeting and event management with easy-to-use, out-of-the-box tools that simplify all processes for any size event. As the entry point and centralized hub for corporations to manage expense, travel and risk for all meetings, projects and events, the benefits of the cloud-based solution include governing company costs through intelligent spend management, risk mitigation, duty of care, traveler safety, employee experience, compliance, HCP validation and sunshine act reporting.

Meet and Work with Remarkable People

Groupize was built to bring people together – uniting individuals from all over the world to exchange ideas and bring a sense of unity to individuals among corporations. At Groupize, we work every day to make the world a better place by supporting global citizenship, global travel, diversity, equal opportunities, honesty, and integrity – and practicing those beliefs in all that we do.

Groupize embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better we are. Groupize is an equal opportunity employer.

Groupize's Enterprise Sales Team is growing and is seeking Sales Executives to join our team. Your primary responsibility will be to develop and close new logos. You will carry a new-booked business quota and will be required to demonstrate solution-selling skills.

By joining Groupize, you would be helping to support Life Sciences customers, to solve their meetings and events & data challenges in managing, validating, and enriching healthcare practitioner (HCP) and healthcare organization (HCO) attributes.

Responsibilities

  • This person will be responsible to oversee the strategy and call key Life Science manufacturer's accounts, pharmaceutical, and medical devices.
  • A key player in a collaborative and growing sales organization, supported by key sales members such as BDR, Inside Sales, and Sales Engineers.
  • Build long-term relationships by nurturing warm prospects (inbound) and finding new potential sales accounts (outbound).
  • Sales Executives are responsible for selling net new business as well as managing some customer renewals beyond the initial sales cycle.
  • Represent Groupize's products and services, starting with a comprehensive understanding and leading to consumer research to identify how our solutions meet needs.
  • Oversee & Manage RFP submissions, sending of proposals, work orders, and contracts thru all stages of a sales lifecycle.
  • Manage follow-up cadence for proposals and contracts issued.
  • Provide day-to-day support for forecasting, pipeline management, and report generation for the sales operations team as required.
  • Potential attendance at events such as industry groups or trade shows.
  • Additional responsibilities include effective collaboration with your Sales Development Representative to ensure prospects turn into actual customers.
  • Develop and actively pursue a list of targeted Key Accounts by creating individual plans of action to penetrate these accounts.
  • Exceed established new business revenue targets for software sales.
  • Accurately forecast sales opportunities via pipeline report.
  • Work with Account Management and Customer Success teams to ensure complete customer satisfaction.
  • Document all sales contacts and activities in Salesforce.com regularly.
  • Perform other duties as assigned.

Candidate Qualifications

  • Bachelor's degree.
  • Experiences selling to Life Sciences organizations.
  • Strong organizational and detail-orientation skills, with the ability to multi-task in a dynamic, fast-changing entrepreneurial environment.
  • Able to integrate knowledge across disciplines to include cold calling, consultative selling, product demonstrations, closing contracts, operation/process flow, and product function.
  • Strong sense of initiative and personal leadership demonstrating the ability to function independently, but must also be able to contribute to team initiatives.
  • Strong business acumen, ethics, and high integrity.
  • Be a TEAM player.
  • Proven creative problem-solving approach and strong analytical skills.
  • Strong desire and ability to move up within a sales organization.
  • Proven track record of success exceeding goals.
  • Proficiency with Salesforce.com.
  • Experience selling event management software or working in the events industry is a strong plus.
 Apply now
Sales Boston HQ / Hybrid · Full-time

Sales Executive - Enterprise Sales

Develop and close new enterprise logos, carrying a new-booked business quota with strong solution-selling skills.

Groupize has re-imagined meeting and event management with easy-to-use, out-of-the-box tools that simplify all processes for any size event. As the entry point and centralized hub for corporations to manage expense, travel, and risk for all meetings, projects, and events, the benefits of the cloud-based solution include governing company costs through intelligent spend management, risk mitigation, duty of care, traveler safety, employee experience, and productivity.

Meet and Work with Remarkable People

Groupize was built to bring people together – uniting individuals from all over the world to exchange ideas and bring a sense of unity to individuals among corporations. At Groupize, we work every day to make the world a better place by supporting global citizenship, global travel, diversity, equal opportunities, honesty and integrity – and practicing those beliefs in all that we do.

Groupize embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better we are. Groupize is an equal opportunity employer.

Groupize's Enterprise Sales Team is growing and is seeking Sales Executives to join our team. Your primary responsibility will be to develop and close new logos. You will carry a new-booked business quota and will be required to demonstrate solution-selling skills.

Responsibilities

  • Key player in a collaborative and growing sales organization, supported by key sales members such as BDR, Inside Sales and Sales Engineers.
  • Build long-term relationships by nurturing warm prospects (inbound) and finding new potential sales accounts (outbound).
  • Sales Executives are responsible for selling net new business as well as managing some customer renewals beyond the initial sales cycle.
  • Represent Groupize's products and services, starting with a comprehensive understanding and leading to consumer research to identify how our solutions meet needs.
  • Oversee & Manage RFP submissions, sending of proposals, work orders and contracts thru all stages of a sales lifecycle.
  • Provide day to day support for forecasting, pipeline management, and report generation for the sales operations team as required.
  • Potential attendance at events such as industry groups or trade shows.
  • Additional responsibilities include effective collaboration with your Sales Development Representative to ensure prospects turn into actual customers.
  • Develop and actively pursue list of targeted Key Accounts by creating individual plans of action to penetrate these accounts.
  • Exceed established new business revenue targets for software sales.
  • Accurately forecast sales opportunities via pipeline report.
  • Work with Account Management and Customer Success teams to ensure complete customer satisfaction.
  • Document all sales contacts and activities in Salesforce.com regularly.
  • Perform other duties as assigned.

Candidate Qualifications

  • Bachelor's degree.
  • Strong organizational and detail-orientation skills, with the ability to multi-task in a dynamic, fast-changing entrepreneurial environment.
  • Able to integrate knowledge across disciplines to include cold calling, consultative selling, product demonstrations, closing contracts, operation/process flow, and product function.
  • Strong sense of initiative and personal leadership demonstrating the ability to function independently, but must also be able to contribute to team initiatives.
  • Strong business acumen, ethics and high integrity.
  • Be a TEAM player.
  • Proven creative problem-solving approach and strong analytical skills.
  • Strong desire and ability to move up within a sales organization.
  • Proven track record of success exceeding goals.
  • Proficiency with Salesforce.com.
  • Experience selling event management software or working in the events industry is a strong plus.
 Apply now
Sales Boston HQ / Hybrid · Full-time

AI-Augmented SaaS Sales Executive

Convert AI-generated pipeline into revenue through deep discovery, multithreading, and strategic deal management.

Overview

We are seeking a high-impact SaaS Sales Executive who thrives in an AI-accelerated environment. With AI providing a predictable flow of warm pipeline—automated outbound, lead scoring, ICP targeting, and meeting setting—the ideal candidate excels at complex selling, deep discovery, relationship building, and strategic deal management.

This role focuses on converting AI-generated pipeline into revenue, multithreading across buying committees, and crafting value-driven business cases that close deals.

Key Responsibilities

1. Deal Ownership & Revenue Production

  • Own the full sales cycle from qualified meeting to close.
  • Drive predictable monthly and quarterly revenue through disciplined pipeline management.
  • Maintain accurate forecasts using clear criteria (MEDDPICC or similar).
  • Execute structured next steps to advance deals efficiently.

2. High-Quality Discovery & Value Selling

  • Conduct multi-layered discovery to uncover true business pain, urgency, and impact.
  • Translate customer challenges into compelling ROI-based value propositions.
  • Lead executive-level conversations focused on outcomes, not features.

3. Stakeholder Mapping & Multithreading

  • Identify and engage all members of the buying committee.
  • Build internal champions and navigate political/organizational complexity.
  • Partner with legal, IT/security, procurement, and finance to guide deals to close.

4. Strategic Prospecting (10–30%)

Although AI handles most outbound:

  • Perform targeted, high-value prospecting into top accounts.
  • Personalize outreach to trigger events, account insights, and warm leads.
  • Coordinate AI-generated messaging and tailor follow-ups for human relevance.

5. Account Planning & Territory Strategy

  • Develop strategic account plans including whitespace mapping and expansion opportunities.
  • Analyze industry trends, competitive landscapes, and customer priorities.
  • Leverage partner ecosystems to accelerate deal pathways.

6. Pipeline Hygiene & Deal Acceleration

  • Maintain a clean, accurate CRM pipeline.
  • Use structured deal reviews and AI insights to remove blockers early.
  • Proactively follow up with stakeholders and drive momentum.

7. Relationship Building & Customer Advocacy

  • Build lasting relationships with executives, champions, and users.
  • Participate in EBRs/QBRs to identify upsell and cross-sell opportunities.
  • Provide strategic insights and guidance to strengthen customer trust.

Qualifications & Experience

  • 3–10 years of SaaS or enterprise software sales experience.
  • Proven success meeting or exceeding quotas.
  • Experience in selling multi-stakeholder or complex solutions.

Skills & Competencies

  • Exceptional discovery and active listening skills.
  • Strong executive presence and communication.
  • Expert multithreading and stakeholder management abilities.
  • Deal strategy mastery and comfort navigating procurement.
  • Ability to convert AI-generated leads into predictable pipeline.
  • Fluency with CRM, sales engagement platforms, and AI-assisted selling tools.

Mindset

  • Ownership mentality and accountability for revenue results.
  • Adaptability to AI-driven workflows and automation.
  • Highly process-oriented and coachable.
  • Curious, empathetic, and value-focused.

Success Metrics

  • Consistent quota attainment (ARR, meetings-to-close rate, pipeline coverage).
  • Shorter sales cycles through increased deal velocity.
  • High conversion of AI-generated pipeline.
  • Increased multithreading (stakeholders engaged per deal).
  • Forecast accuracy within defined tolerances.
 Apply now
Support & Customer Success Boston HQ / Hybrid · Full-time

Account Manager, Life Sciences

Support large life sciences enterprise accounts — driving satisfaction, adoption, renewals, and strategic growth.

Position Overview

We are seeking an experienced and driven Account Manager to support large enterprise accounts within the life sciences industry. The ideal candidate will focus on client satisfaction, adoption, renewals, and strategic growth. Collaborating closely with the Implementation Manager, this role ensures seamless client experiences post-implementation, delivering value through regular business reviews, proactive support, and strategic engagement. The role also involves working with the product team for feature feedback and managing a Client Advisory Board to enhance product and client outcomes.

Key Responsibilities

Client Relationship Management

  • Serve as the primary point of contact for assigned enterprise accounts, maintaining strong, long-term client relationships.
  • Act as a trusted advisor, aligning clients' goals with solutions that drive adoption and success.
  • Collaborate with internal teams to deliver client-focused solutions.

Quarterly Business Reviews (QBRs)

  • Schedule and lead regular QBRs to assess client satisfaction, usage, and outcomes.
  • Review key metrics, gather feedback, and propose strategies for optimization and growth.
  • Develop action plans based on QBR outcomes to drive improvement and maintain client satisfaction.

Renewals and Growth

  • Proactively manage contract renewals by engaging with clients well in advance of expiration dates.
  • Identify upsell and cross-sell opportunities aligned with client goals and objectives.
  • Work with sales and leadership teams to develop tailored proposals for account expansions.

Adoption and Success

  • Monitor client engagement and usage trends to identify risks or opportunities.
  • Collaborate with the Implementation Manager to ensure successful onboarding transitions and resolve adoption challenges.
  • Provide guidance and resources to maximize client utilization of products and services.

Feature Feedback and Product Collaboration

  • Act as a liaison between clients and the product team, collecting and sharing feature feedback to drive product enhancements.
  • Advocate for client needs by translating feedback into actionable insights for the product roadmap.
  • Stay informed about product updates and ensure clients are leveraging new features effectively.

Client Advisory Board Management

  • Establish and manage a Client Advisory Board, engaging key stakeholders from enterprise accounts.
  • Organize and lead advisory board meetings to discuss product developments, gather insights, and foster collaboration.
  • Leverage the advisory board to enhance client relationships and influence strategic direction.

Support and Advocacy

  • Serve as an advocate for clients, working with internal teams to address and resolve challenges efficiently.
  • Partner with the Implementation Manager and support teams to troubleshoot and provide resolutions.
  • Gather client feedback and communicate insights to the product team for continuous improvement.

Qualifications

  • Bachelor's degree in business, life sciences, or a related field; advanced degree preferred.
  • 5+ years of experience in account management or customer success, preferably within the life sciences or SaaS industries.
  • Strong understanding of life sciences transparency requirements and compliance (e.g., Sunshine Act).
  • Familiarity with Concur Expense or similar systems is a significant plus.
  • Exceptional communication, presentation, and interpersonal skills, with a client-centric approach.
  • Proven track record of managing enterprise accounts, driving adoption, and achieving retention goals.
  • Experience working with cross-functional teams in implementations, support, and product development.
  • Proficiency in CRM and project management tools (e.g., Salesforce, Guide CX).

What We Offer

  • Opportunity to work with a cutting-edge digital product tailored to the life sciences sector.
  • Collaborative and innovative company culture.
  • Competitive salary and benefits package.
  • Professional development and growth opportunities.

Join us in empowering life sciences organizations to achieve success and compliance through exceptional account management! If you're passionate about client success, product collaboration, and creating long-term partnerships, we'd love to hear from you.

Apply now
Support & Customer Success Boston HQ / Hybrid · Full-time

Implementation Manager, Life Sciences

Lead onboarding for new Life Sciences enterprise clients from kickoff to go-live.

As an Implementation Manager, Life Sciences, you will be the strategic and technical lead responsible for onboarding new enterprise clients within the Life Sciences vertical. You'll partner closely with Sales, Product, Customer Success, and key customer stakeholders to deliver seamless implementations that drive long-term success and adoption.

Key Responsibilities

  • Own the end-to-end onboarding experience for new Life Sciences clients, from kickoff to go-live.
  • Serve as the primary point of contact during implementation, ensuring timelines, scope, and goals are aligned.
  • Customize implementation plans to meet Life Sciences-specific compliance and operational needs (e.g., transparency reporting, HCP attendee rules, data integrations).
  • Facilitate stakeholder alignment with internal teams (Sales, Product, Engineering) to ensure deliverables and expectations are met.
  • Conduct platform configuration, testing, and training for client users.
  • Continuously identify opportunities to improve the onboarding experience and drive scalability.
  • Document workflows, requirements, and success metrics to ensure a smooth transition to Customer Success post-launch.

Requirements

  • 5+ years experience in SaaS implementation, onboarding, or project management—preferably in Life Sciences, Pharma, or MedTech.
  • Familiarity with meetings & events tech, HCP compliance, or transparency reporting a plus.
  • Exceptional communication and client-facing skills.
  • Strong project management skills with ability to manage multiple complex timelines and priorities.
  • Comfortable working in a fast-paced startup environment.
  • Experience with integrations (e.g., Concur, MedPro, CRM systems).
 Apply now
Finance Boston HQ / Hybrid · Full-time

Senior Accountant

Own month-end close and strengthen our accounting foundation as ARR scales — with direct visibility to the CFO.

Location: Hybrid (Boston Area). Reports to: Chief Financial Officer (CFO). Type: Full-time.

The Role

We're looking for a hands-on Senior Accountant to help strengthen our accounting foundation as we scale. You'll own critical month-end close responsibilities, ensure accurate financial reporting, and improve processes and controls across both SaaS and marketplace activity. This is a high-impact role with direct visibility to the CFO.

What You'll Do

  • Own all components of the month-end close, including journal entries, reconciliations, accruals, and supporting schedules.
  • Maintain the general ledger in QuickBooks Online (QBO) and ensure balance sheet integrity.
  • Manage and reconcile expense activity using Ramp (including coding, policies, and month-end accruals where needed).
  • Support revenue accounting for SaaS subscriptions and marketplace transactions (deferred revenue, billing tie-outs, and revenue support).
  • Perform variance/flux analysis and help prepare monthly reporting packages for leadership.
  • Partner cross-functionally (RevOps, Sales Ops) to ensure clean inputs for billing and revenue. Own accounts receivable (AR) processes including invoicing coordination, cash application, AR aging reconciliations, and collections follow-up to support timely cash receipt, reduce DSO and improve cash-predictability.
  • Support AP/vendor management and payment processes (or provide oversight/backup, depending on team setup). Partner with all departments to guarantee a clean mapping of expenses to functions.
  • Assist with audit/tax readiness, including documentation, schedules, and external accountant support.
  • Help document and improve policies, processes, and internal controls as the company grows.

What Success Looks Like (First 3–6 Months)

  • Close is consistently on-time with clean reconciliations and clear support.
  • Balance sheet accounts are accurate, reconciled, and easy to audit.
  • Revenue and expense workflows are tighter, more automated, and well-documented.
  • You've implemented meaningful improvements (reduced manual work, stronger controls, clearer reporting).

What We're Looking For

  • 5+ years of progressive accounting experience (high-growth company experience is a plus).
  • Strong knowledge of U.S. GAAP and month-end close best practices.
  • Experience with QuickBooks Online required; comfort operating in a lean, hands-on environment.
  • Familiarity with modern spend tools (experience with Ramp strongly preferred).
  • Strong spreadsheet skills (Excel/Google Sheets) and reconciliation discipline.
  • Organized, detail-oriented, and comfortable juggling priorities in a fast-moving environment.
  • Clear communicator who partners well across teams and can drive work to completion.

Nice to Have

  • CPA a plus.
  • SaaS / subscription accounting experience; exposure to ASC 606.
  • Familiarity with marketplace or payments flows a bonus.
  • Experience supporting external accountants, audits, reviews, and tax filings.

Why Groupize

  • High-impact role with direct partnership and visibility with the CFO.
  • Opportunity to build scalable accounting practices as ARR doubles.
  • Collaborative team, pragmatic approach, and meaningful ownership from day one.
 Apply now

Don't see the right fit?

We're always looking for talented people. Send your cover letter and resume with the position in the subject line, and we'll keep you in mind.

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