Careers at CoAd

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

CoAd is seeking an experienced Senior Product Manager to help define, build, and scale innovative HCM solutions that deliver measurable customer and business value. This role is ideal for a product leader who combines strategic thinking with strong execution capabilities and thrives in a fast-paced SaaS environment.

As a Senior Product Manager, you will own a significant product domain, guiding product strategy, customer discovery, roadmap planning, and delivery execution. You will work closely with Engineering, UX, Architecture, AI, Customer Success, Operations, and business stakeholders to create exceptional customer experiences while driving product adoption, revenue growth, and competitive differentiation.

We are looking for a product professional who is passionate about understanding customer problems, leveraging data and AI-driven insights, and translating business objectives into high-impact product outcomes

What You'll Own

·   Product strategy and roadmap ownership for a key HCM product domain.

·   Customer discovery, market research, and problem validation activities.

·   Prioritization of product investments aligned to customer and business outcomes.

·   Cross-functional delivery leadership across Engineering, UX, QA, and Architecture.

·   AI-enabled product innovation opportunities that improve customer experience and operational efficiency.

·   Product KPI tracking, adoption measurement, and continuous improvement initiatives.

·   Mentorship and guidance of Product Managers and cross-functional partners as needed

Key Responsibilities

Product Strategy & Roadmap

·   Define and execute product strategies that align with company objectives and market opportunities.

·   Develop and maintain outcome-focused product roadmaps that balance customer needs, technical modernization, compliance requirements, and growth initiatives.

·   Build business cases and prioritize investments based on customer value, strategic impact, and ROI.

·   Partner with Product Leadership to translate company goals into actionable product initiatives.

Customer Discovery & Market Insights

·   Conduct customer interviews, user research, and competitive analysis to identify product opportunities.

·   Analyze customer feedback, support trends, usage data, and market developments to inform prioritization.

·   Serve as the voice of the customer throughout product planning and delivery.

·   Develop a deep understanding of HCM, payroll, benefits, workforce management, and employee experience workflows.

Product Delivery & Execution

·   Partner closely with Engineering, BA, QA, UX, and Architecture teams to deliver high-quality product capabilities.

·   Write clear product requirements, user stories, acceptance criteria, and success metrics.

·   Maintain a well-prioritized and sprint-ready backlog.

·   Lead refinement sessions, clarify requirements, manage trade-offs, and remove delivery obstacles.

·   Support launch planning, UAT, and release readiness activities to ensure successful product adoption.

AI-Enabled Innovation

·   Leverage AI tools and methodologies to improve product discovery, delivery efficiency, and decision-making.

·   Identify opportunities to embed AI-powered capabilities into customer-facing products.

·   Partner with AI and Engineering teams to deliver innovative solutions that create measurable customer outcomes and competitive advantage.

Measurement & Product Performance

·   Define and monitor product success metrics, including feature adoption, customer engagement, operational efficiency, and business impact.

·   Analyze product performance and recommend enhancements based on data and customer feedback.

·   Communicate product outcomes, roadmap progress, risks, and recommendations to stakeholders and leadership.

·   Ensure product investments remain focused on delivering measurable value.

Cross-Functional Leadership

·   Build strong partnerships across Product, Engineering, Operations, Sales, Customer Success, Marketing, and Finance.

·   Facilitate alignment around priorities, trade-offs, and strategic decisions.

·   Influence without authority while driving accountability and execution across teams.

·   Present product strategies and complex decisions in a clear, business-focused manner.

Required Skills & Experience

·   6-8 years of progressive Product Management experience with ownership of product strategy, roadmap development, and delivery execution.

·   Experience within HCM, payroll, benefits administration, workforce management, fintech, or other complex B2B SaaS environments.

·   Demonstrated success leading cross-functional product initiatives from discovery through launch and optimization.

·   Experience using AI tools and practices to improve product management workflows and deliver AI-enabled capabilities.

·   Strong customer discovery, requirements writing, and stakeholder management skills.

·   Excellent analytical, problem-solving, and prioritization abilities.

·   Strong understanding of Agile product development methodologies and software development lifecycles.

·   Ability to translate customer and business needs into scalable product solutions.

·   Strong verbal, written, and presentation communication skills.

Preferred Experience

·   Experience with payroll, benefits administration, HR compliance, PEO, ASO, or broader HCM platforms.

·   Experience working within high-growth or private equity-backed technology organizations.

·   Experience mentoring Product Managers or leading product initiatives across multiple teams.

·   Experience with product analytics, experimentation, and outcome-based product management.

·   Bachelor’s degree in Business, Technology, Engineering, or a related field; advanced degree preferred.

As part of our recent rebrand to CoAd, we’re energized by what’s ahead — a bold new chapter built on more than 30 years of workforce management expertise, reimagined for how businesses want to work today. We’re looking for our next HCM Sales Executive to help us bring that story to market. The Sales Executive’s primary mission is new business development: relentlessly prospecting, identifying, and engaging net-new customers through outbound calls, strategic visits, and targeted outreach. Sales Executives are hunters at the forefront of winning new logos, showcasing CoAd’s innovative products through compelling technical presentations and demonstrations. Unlike many competitors, CoAd does not segment territories by employee count — Sales Executives can pursue opportunities of any size, giving them expansive territories and the freedom to build and grow their own market.

At CoAd, we are seeking those excited to build, create, and innovate. We are problem-solvers who move quickly, collaborate with agility and differentiate through people, purpose and commitment!

Responsibilities:

• Sell technical services, products, and systems to meet and exceed new-business sales targets, with new-logo acquisition as the primary measure of success
• These targets are driven by new logos generated through cold calling and COI relationships
• Identify and engage potential new customers through strategic visits and calls
• Create and conduct technical presentations and demos to showcase current and future products
• Utilize technical expertise to understand and gather customer requirements, prepare specifications, and generate quotes
• Address technical objections and concerns from prospective customers throughout the sales cycle
• Partner with internal technical and marketing teams to offer suggestions for product enhancements
• Own an expansive, unsegmented sales territory — with no restrictions on prospect company size — and take full initiative to build and grow your own market through outbound calling, referrals, and personal and professional networks
• Represent CoAd at trade shows, industry conferences, and networking events to build a pipeline of new business opportunities
• Meet or exceed quarterly and annual new-business sales quotas for your assigned territory
• Consistently build and manage a robust pipeline of net-new prospects to ensure predictable, sustained new-logo growth

Qualifications:

• Bachelor's degree in a related field (preferred)
• 1-3 years of relevant experience selling in the HCM industry or in technical sales
• Ability to prospect for new logos utilizing CRM software like ZoomInfo and Salesforce.com, as well as presentation tools
• Ability to strategically build new COI relationships from the ground up, leveraging them as a consistent source of net-new referral business and warm introductions
• Skilled in cold calling techniques to initiate contact with potential clients
• Proven ability to identify and acquire new customers through targeted strategies
• Skilled in both inside and outside sales, closing deals remotely and in person
• Skill in delivering dynamic product demos that showcase key features and benefits
• Proficient in strategic prospecting methods to identify and qualify potential leads
• Ability to prepare accurate quotations based on customer requirements and market conditions
• Self-starter with a persistent, resilient mindset who can sustain high daily outbound activity and cold call without fear of rejection
• Proven track record of meeting or exceeding new-business sales quotas in a competitive, quota-driven environment

As part of our recent rebrand to CoAd, we’re energized by what’s ahead — a bold new chapter built on more than 30 years of workforce management expertise, reimagined for how businesses want to work today. We’re looking for our next HCM Sales Executive to help us bring that story to market. The Sales Executive’s primary mission is new business development: relentlessly prospecting, identifying, and engaging net-new customers through outbound calls, strategic visits, and targeted outreach. Sales Executives are hunters at the forefront of winning new logos, showcasing CoAd’s innovative products through compelling technical presentations and demonstrations. Unlike many competitors, CoAd does not segment territories by employee count — Sales Executives can pursue opportunities of any size, giving them expansive territories and the freedom to build and grow their own market.

At CoAd, we are seeking those excited to build, create, and innovate. We are problem-solvers who move quickly, collaborate with agility and differentiate through people, purpose and commitment!

Responsibilities:

• Sell technical services, products, and systems to meet and exceed new-business sales targets, with new-logo acquisition as the primary measure of success
• These targets are driven by new logos generated through cold calling and COI relationships
• Identify and engage potential new customers through strategic visits and calls
• Create and conduct technical presentations and demos to showcase current and future products
• Utilize technical expertise to understand and gather customer requirements, prepare specifications, and generate quotes
• Address technical objections and concerns from prospective customers throughout the sales cycle
• Partner with internal technical and marketing teams to offer suggestions for product enhancements
• Own an expansive, unsegmented sales territory — with no restrictions on prospect company size — and take full initiative to build and grow your own market through outbound calling, referrals, and personal and professional networks
• Represent CoAd at trade shows, industry conferences, and networking events to build a pipeline of new business opportunities
• Meet or exceed quarterly and annual new-business sales quotas for your assigned territory
• Consistently build and manage a robust pipeline of net-new prospects to ensure predictable, sustained new-logo growth

Qualifications:

• Bachelor's degree in a related field (preferred)
• 1-3 years of relevant experience selling in the HCM industry or in technical sales
• Ability to prospect for new logos utilizing CRM software like ZoomInfo and Salesforce.com, as well as presentation tools
• Ability to strategically build new COI relationships from the ground up, leveraging them as a consistent source of net-new referral business and warm introductions
• Skilled in cold calling techniques to initiate contact with potential clients
• Proven ability to identify and acquire new customers through targeted strategies
• Skilled in both inside and outside sales, closing deals remotely and in person
• Skill in delivering dynamic product demos that showcase key features and benefits
• Proficient in strategic prospecting methods to identify and qualify potential leads
• Ability to prepare accurate quotations based on customer requirements and market conditions
• Self-starter with a persistent, resilient mindset who can sustain high daily outbound activity and cold call without fear of rejection
• Proven track record of meeting or exceeding new-business sales quotas in a competitive, quota-driven environment

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

CoAd is seeking a Senior UX Designer to join our growing team. We’re building a UX organization with strong leadership support and a clear role in shaping product direction - not just executing within it. Our platform is evolving, our design system is growing, and our approach to AI is still being shaped. Your work will directly influence how all of it develops. The experiences you design will be used every day by people doing essential work - and your contribution will make those experiences clearer, simpler, and more human.

At CoAd, your work touches experiences every employee understands - getting paid accurately and on time, enrolling in benefits, navigating life changes, and feeling confident that the details are handled correctly.

Every design decision you make helps someone feel informed, supported, and confident in moments that matter. That responsibility shapes how we approach our work. From payroll and benefits to compliance and risk management, CoAd supports the full employee lifecycle with solutions designed to scale alongside our clients. Behind every screen is an employee verifying a paycheck, a new hire navigating benefits, or an admin managing critical deadlines. The work we do has immediate, real-world consequences - and we take that seriously.

Key Responsibilities

Take ownership of complex, high-impact experiences.
This is a hands-on senior role for designers who think in systems, execute with craft, and thrive in complex, high-stakes environments. You’ll shape workflows that must be clear, resilient, and dependable under real-world conditions.

Lead through doing.
You’ll work closely with UX leadership, product, and engineering, contributing directly to design work while helping define how our team evolves - including how we use AI in practice.

·   Design experiences where clarity, accuracy, and trust are essential

·   Shape scalable patterns and systems across the platform

·   Leverage AI as a daily, practical design capability

·   Present and defend work with clarity and thoughtful rationale

·   Influence both product direction and team practices

Design experiences that guide users with clarity and confidence.

·   Design complex workflows: payroll processing, HR administration, and multi-step self-service experiences

·   Create clarity in critical moments: surface the right information at the right time; support decision-making and error recovery

·   Prototype to think and communicate: from quick explorations to high-fidelity interaction demos for testing and alignment

·   Deliver production-ready design: complete Figma files with states, edge cases, and implementation-ready specifications

·   Contribute to design systems: build components, define patterns, and improve documentation

·   Use AI as part of your craft: accelerate research, synthesis, prototyping, and iteration

·   Collaborate and refine: lead critiques, present work, and incorporate feedback to strengthen outcomes

·   Improve how we work: recommend UX processes and best practices that raise team effectiveness

Role-specific emphasis

·   Define scalable UX models, evolve the design system, and mentor other designers

·   Deliver within sprint cycles, focus on core workflows, and contribute to mobile experiences

Required Skills & Experience

·   5–7+ years of UX design experience in B2B or enterprise software

·   Experience in payroll, HCM, PEO, or similarly complex/regulated domains

·   Advanced Figma skills (component systems, variables, prototyping, developer handoff)

·   Proven use of AI tools as part of your design workflow (research synthesis, prototyping, iteration, content drafting)

·   Demonstrated ability to design and present end-to-end workflows

·   Comfort leading critiques and communicating decisions with stakeholders

·   Track record of delivering production-ready, high-quality work

Preferred Experience

·   Experience contributing to or governing design systems

·   Accessibility expertise (WCAG 2.1 AA)

·   Mobile and responsive enterprise product design

·   Experience designing for multiple user roles or permission levels

·   Experience integrating AI/LLMs into product or design workflows

The Sr Product Operations Manager uses advanced analytics, process optimization, and cross-functional collaboration to improve product delivery, drive product decisions via data, operational efficiency, and business performance.

This role drives everything that makes product roadmaps executable: establishing operating cadence and governance frameworks, synchronizing roadmaps across product domains, running the day-to-day partnership with engineering and technical teams, and building the systems, processes, and rituals that enable disciplined delivery and sustained customer retention. They also play critical role in analyzing our products sales, utilization and pricing data to drive product and pricing strategies that maximize profitability and competitiveness.

This role is a strategic operating partner who builds and improves the operating model itself, owns cross-functional execution, represents product operations to executive leadership, and has the judgment to step into ambiguous problems and drive resolution. You will be a trusted operations partner to the Product Leadership team —the person they can hand a delivery blocker or organizational complexity to and trust it gets solved.

Reporting to the Director, Product Operations, this role requires someone with strong product operations discipline, engineering partnership experience, deep data and analytics acumen, and the executive presence to represent product health to senior leadership and board-level stakeholders.

Why This Role Matters

In a fast-moving, high-growth HCM organization, the difference between a high-performing product team and one that underdelivers comes down to operational discipline and a data driven understanding of our products health. Without it, roadmaps slip, engineering capacity is wasted on unplanned work, customer retention suffers, and leadership has no clear view of what's actually happening.

The Sr. Product Operations Manager builds and maintains the systems, processes, and accountability that prevent this. You establish sprint planning rituals, roadmap governance, release readiness criteria, go-to-market coordination, and defect management discipline. You synchronize work across multiple product domains so dependencies don't silently break roadmap commitments. You partner with engineering to ensure capacity planning is realistic and delivery quality is high. You give executive leadership an honest, real-time view of what's in flight, what's at risk, and what needs to change.

The Sr. Product Operations Manager is the champion of product data, capturing and interpreting product purchasing and utilization data. This is critical in understanding current product health and empowering data driven decision making related to product strategy and roadmap.

This role is how a product organization scales from heroic individual efforts to predictable, sustainable, high-impact delivery. CoAd is competing to lead the HCM market, and this position is critical to getting there.

Key Responsibilities

Product Operating Model & Governance

● Drive and continuously improve the product organization's operating model: Build and maintain sprint cadence, planning rituals, governance frameworks, tooling, and delivery processes across all product domains

● Establish prioritization standards and decision-making frameworks that enable clear, rapid trade-off discussions across competing priorities (customer demand, compliance, modernization, growth)

● Build and run defect and issue management discipline: Establish triage, prioritization, and resolution processes so unplanned work doesn't silently displace roadmap commitments

● Optimize product lifecycle tools, documentation standards, and reporting infrastructure for clarity and efficiency

Roadmap Alignment & Synchronization

● Drive roadmap alignment across product domains: Keep domain roadmaps synchronized and free of conflicting dependencies; maintain a single accurate view of all in-flight work

● Partner closely with the Product Leadership  on strategic prioritization calls and investment decisions

● Maintain the product roadmap governance cadence; create visibility into trade-offs and risk to executive leadership

● Drive continuous roadmap refinement and post-launch analysis to identify lessons learned and improve delivery discipline

Engineering Partnership & Delivery Execution

● Manage the direct partnership with engineering leadership: Coordinate capacity planning, sprint coordination, dependency management, and release readiness for both product and platform engineering

● Partner with engineering on technical debt management, architectural dependencies, and delivery sustainability

● Establish release readiness processes and launch coordination criteria to ensure quality, customer readiness, and stakeholder alignment

● Drive structured communication and status reporting with engineering on capacity, velocity, and delivery health

Product Data Analysis

● Drive roadmap alignment across product domains: Keep domain roadmaps synchronized and free of conflicting dependencies; maintain a single accurate view of all in-flight work

·   Supporting new and ongoing product pricing activities, including Conducting competitive pricing and value positioning analyses to inform strategic recommendations; Support pricing models and dashboards for day-to-day pricing execution; Analyze sales data to understand customer buying behavior relative to pricing and packaging

·   Track and maintain product utilization data, monitoring patterns and opportunities via dashboards and KPIs

·   Gathering and analyzing data from customer feedback, usage patterns and market trends

Customer Feedback & Market Intelligence Loops

● Own the operating mechanism for customer and market feedback loops: Partner with Customer Success, Sales, and Support to ensure customer feedback, support tickets, NPS trends, and competitive intelligence are collected, routed, and reviewed on a predictable cadence

● Establish processes to close the loop operationally so feedback informs roadmap decisions and nothing falls through the cracks

● Monitor product performance metrics and KPIs; surface trends and risks to product leadership

Executive Leadership & Organizational Communication

● Serve as a primary point of executive awareness for product operations health: Report delivery status, risk, and operational health directly to executive and board leadership

● Act as the VP of Product's trusted operating partner on organizational excellence: Step into cross-team problems, unblock delivery issues, escalate risks with candor and clarity

● Communicate delivery plans, trade-offs, and risks in language that drives alignment and action at executive, C-suite, and board levels

Required Skills & Experience

● 6+ years of experience in product operations, technical program management, delivery management, or product management with a focus on operational discipline

● Demonstrated ownership of a product organization's operating cadence: has built or run the sprint rituals, planning cycles, delivery tracking, and governance frameworks that keep multiple concurrent workstreams coordinated

● Direct experience with engineering partnership and capacity planning; comfort with sprint planning, technical dependencies, and delivery coordination

● Track record of go-to-market execution: has coordinated cross-functional launch readiness for product or platform initiatives, not just tracked it on a status sheet

● Executive-facing experience: has presented delivery status, risk, and operational health directly to senior or executive leadership and earned trust through clarity and candor

● People management experience; has hired, developed, and coached team members with different specializations toward shared outcomes

● Experience within HCM, payroll, benefits administration, or enterprise SaaS platforms strongly preferred

● Systems thinker: builds and maintains the operating model itself—rituals, tooling, reporting—rather than simply working within a system someone else designed

● Strong analytical and communication skills; ability to translate complex product and operational data into clear narratives for diverse audiences

● Operational discipline and attention to detail; comfortable building and maintaining processes, standards, and documentation

Preferred Skills & Experience

● Experience in the HRO industry in SaaS, ASO or PEO models

● Track record scaling product operations from startup to growth-stage or mid-market organizations

● Experience managing multiple competing product domains or multi-product portfolios

● Familiarity with agile methodologies, Scrum, or other product delivery frameworks

● Experience operating within a private equity-backed or high-growth organization

● Background in technical program management, systems engineering, or software development