Function Levels.

Leadership & development

• Still largely concentrates on growing themselves; seeks out opportunities to expand technical and non-technical skills through continuous learning.
• Often works with other team members to grow understanding of the team's domain through code reviews, pair programming, or mentoring.
• Participates in code reviews and uses best practices when giving and receiving feedback.
• Communicates clearly and effectively, especially in writing, when working with peers, stable counterparts, or their manager on technical tasks.
• Delivers work given clear requirements within the context of their team; seeks assistance managing delivery expectations.
• Makes responsible decisions by ideating options, identifying consequences, evaluating trade-offs, and seeking advice when necessary.
• Thinks critically: understands why something needs doing, determines root cause, identifies objectives, and examines previous efforts.
• Remains calm under pressure; works effectively within established processes and keeps current as they change.

Technical competencies

• Considers quality, security, and performance of assigned tasks; independently plans, estimates, and delivers small and moderate solutions.
• Seeks guidance when blocked and iterates to a solution; performs thorough reviews within their domain.
• Recognizes and proposes improvements when working in existing code; leaves it better than before.
• Adopts a security-minded approach early; can take on security issues and deliver a working solution.
• Proactively eliminates technical debt by creating, resolving, and writing code that reduces it.
• Proficient/fluent with one or more database languages and server-side languages and their frameworks.
• Able to design and build APIs/Protos; works with 3rd-party services when documentation is available.
• Ensures appropriate Authentication and Authorization; debugs issues in the Production Environment.

Senior competencies

• Communicates clearly when advising, setting expectations, or suggesting improvements — written and verbal.
• Delivers work even when given unclear requirements; understands how their group and stage fit the larger business.
• Takes on large issues with vague requirements; resolves complex challenges; acts as coach and mentor.
• High expertise in backend languages and PerkUp's default frameworks; provides architectural guidance on Proto API design.
• Debugs production issues across services and multiple levels of the stack.

Leadership & development

• Still largely concentrates on growing themselves; seeks out opportunities to expand technical and non-technical skills through continuous learning.
• Often works with other team members to grow understanding of the team's domain through code reviews, pair programming, or mentoring.
• Participates in code reviews and uses best practices when giving and receiving feedback.
• Communicates clearly and effectively, especially in writing, when working with peers, stable counterparts, or their manager on technical tasks.
• Delivers work given clear requirements within the context of their team; seeks assistance managing delivery expectations.
• Makes responsible decisions by ideating options, identifying consequences, evaluating trade-offs, and seeking advice when necessary.
• Thinks critically: understands why something needs doing, determines root cause, identifies objectives, and examines previous efforts.
• Remains calm under pressure; works effectively within established processes and keeps current as they change.

Technical competencies

• Considers quality, security, and performance; independently plans, estimates, and delivers small and moderate solutions.
• Recognizes and proposes improvements in existing code; leaves it better than before.
• Working knowledge of PerkUp's default frontend frameworks; constructs applications using components.
• Identifies and builds re-usable abstract components; proficient consuming REST and GraphQL APIs.
• Writes efficient, performant code; avoids introducing common frontend exploits (e.g. XSS).
• Able to analyze page-speed performance; debugs issues in the Production Environment.

Senior competencies

• Delivers work even with unclear requirements; understands how their group and stage fit the larger business.
• Takes on large issues with vague requirements; resolves complex challenges; acts as coach and mentor.
• High expertise in frontend languages and PerkUp's default frameworks; architectural guidance on Proto API design.
• Identifies and addresses slow/inefficient frontend implementations; debugs production issues across the stack.

Core responsibilities

• Understand and communicate the problems of our users and customers.
• Define requirements for a solution that users and customers love.
• Ensure the product is viable for PerkUp.

Core PM tasks

• Maintain and update the product roadmap; plan and prioritize work for each cycle.
• Regularly review KPIs and update metric dashboards; triage new issues.
• Create post-release content for marketing and sales; drive alignment with stable counterparts via OKAs.
• Connect user and customer insights with product prioritization; assist in determining pricing tiers.

What the PM is not responsible for

• Technical decisions on how the product is built or architected — engineers own these.
• Managing a team of engineers, or being solely responsible for shipping on time (the group is).
• Design and UX — product designers are directly responsible.

PM → Senior → Principal

• PM (2–4 yrs): adept at customer interviewing, RICE-style prioritization, story mapping, and prototyping with Design.
• Senior PM (4–6 yrs): skilled at deriving insights, elevates group performance, ensures activities fit go-to-market, drives build/buy/partner decisions.
• Principal PM (8–10 yrs, 1+ yr managing): teaches validation, leads cross-group initiatives, manages business results across product domains.

Responsibilities

• Define and improve the interface and experience of PerkUp; design features that fit the larger flows.
• Advocate for design — educate and enable others to create on-brand experiences.
• Create wireframes, mockups, prototypes, and flows to communicate ideas; iterate with PMs and engineers.
• Contribute to research (usability tests, surveys, interviews) alongside UX Researchers and PMs.
• Working knowledge of HTML/CSS, familiarity with JavaScript, and design-systems theory and practice.

Designer → Senior

• Product Designer: works on assigned product(s), validates solutions with guidance, contributes to the design system, participates in design reviews.
• Senior Product Designer: deeply understands the product and proactively learns others, independently validates, defines vision, coaches iteration, and shapes the design system.

Responsibilities

• Design graphics for LinkedIn, blog posts, e-books, sales decks, and social campaigns.
• Create short-form videos and animations for LinkedIn (CapCut Pro or similar).
• Produce detailed mockups for packaging and promotional products.
• Own visual identity standards and guide the brand's evolution.
• Work fluently with AI design tools to raise output and quality.

Craft & tools

• Adobe Creative Suite (Photoshop, Illustrator), Figma, and CapCut or similar.
• Strong portfolio showing visual storytelling and business impact.
• Advanced written and spoken English; available during EST business hours.
• Bonus: packaging design, Framer, and design-systems experience.

Junior → Graphic Designer → Senior → Lead

• Junior Graphic Designer: executes defined briefs (social, decks, mockups) with art direction; builds fluency in the brand system and production constraints.
• Graphic Designer: owns assets end-to-end across marketing and swag; turns briefs into on-brand work with minimal direction; handles packaging and promo-product mockups.
• Senior Graphic Designer: sets visual direction for campaigns and product lines, raises the craft bar, reduces reliance on external contractors, and mentors juniors.
• Design Lead: accountable for brand identity and design quality across the team; art-directs and owns design throughput against demand.

Responsibilities

• Create marketing content across channels — social, blog, email, and web.
• Write copy that matches PerkUp's tone of voice: warm, direct, founder-to-founder.
• Partner with brand & graphic design on campaigns and launch assets.
• Support demand generation and keep messaging consistent with how the product is positioned.

The CSM remit

• Customer adoption — drive use-case maturity, onboard intended users, mitigate adoption risk.
• Positive business outcomes — help customers meet and exceed desired outcomes and quantify their investment.
• Trusted advisor — build relationships with customer management and technical teams.
• Account expansion — partner with Sales to realize expansion potential and ROI.
• Business reviews — review progress, address challenges, align on future objectives.

Associate → Intermediate → Senior

• Associate CSM: immediate onboarding, build Customer Success Plans, program-manage escalations, surface relevant new features.
• Intermediate CSM: trusted/strategic advisor, deployment best practices, measure KPIs, translate usage data into advice, regular SLA touchpoints.
• Senior CSM: set team objectives, mentor Associate/Intermediate CSMs, solve complex cross-departmental scenarios, drive thought leadership and adoption of "boring solutions".

Responsibilities

• Respond to customer and recipient inquiries across support channels.
• Resolve order, delivery, and reward-redemption issues end-to-end.
• Escalate to Customer Success, Operations, or Engineering when an issue needs a deeper fix.
• Keep help-center content accurate as the product and process change.

Responsibilities

• PO lifecycle management — convert sales orders into purchase orders within 24 hours.
• Manage 10+ concurrent orders across multiple vendors.
• Vendor & supplier management, US and international.
• Production & fulfillment coordination across 9 warehouses (US, Canada, UK, EU, India, Hong Kong, China, Mexico, Melbourne).
• Process improvement and reporting.

Coordinator I → II → Lead

• Procurement Coordinator I: runs the PO lifecycle for assigned orders to SLA; coordinates with vendors and warehouses under guidance.
• Procurement Coordinator II: handles higher volume and complex multi-vendor international orders; drives process improvements.
• Procurement Lead: owns vendor relationships, sets the procurement process, and coordinates the team.

Responsibilities

• Process and fulfill orders (e.g. via Shopify) accurately and on time.
• Coordinate with warehouses to confirm stock, shipment, and tracking.
• Keep order status and records up to date; flag exceptions early.

Responsibilities

• Warehouse receiving and inventory management.
• Quality checks on inbound shipments.
• Work with inventory-management systems to keep counts accurate.
• Kitting and order fulfillment support.

Responsibilities

• Research and source promotional products and custom swag.
• Find and vet suppliers; bring custom kit and packaging ideas to life.
• Support the bulk-swag pipeline as volume grows.

Coordinates event swag and logistics — planning, sourcing, and on-time delivery for customer events. Full job description: Event Logistics Coordinator JD (Google Doc). Role currently paused; needs a formal rubric.

Highest-ranking executive: major corporate decisions, overall operations and resources, and the link between the board and corporate operations.

Key responsibilities

• Strategic leadership — define and execute vision/mission, set long-term goals, lead fundraising and investor relationships.
• Organizational leadership — build and mentor the exec team, foster a high-performance culture, own senior hiring and org structure.
• Financial oversight — ensure fiscal responsibility, approve budgets, report to the board, maintain a sustainable path to profitability.
• External relations — primary spokesperson; build relationships with key customers, partners, and stakeholders.
• Operational excellence — ensure efficiency, monitor KPIs, drive continuous improvement.

Owns PerkUp’s technological direction — ensures technology strategy aligns with business goals and leads engineering to deliver scalable, reliable solutions.

Key responsibilities

• Technical strategy — own the technology roadmap aligned with business objectives, evaluate new technologies, balance technical debt with feature work.
• Engineering leadership — lead and grow the team, set best practices and standards, build a world-class engineering org.
• Product development — translate requirements into technical solutions, ensure timely high-quality releases.
• Infrastructure & operations — platform reliability, security, cloud infra/DevOps, SLAs (99.9%+ availability).
• Reports to CEO. 8+ yrs engineering, 3+ yrs technical leadership.

Owns the overall product vision and strategy — leads product management, product design, and UX so PerkUp builds products customers love.

Key responsibilities

• Product vision & strategy — define the vision, multi-year roadmap, and prioritize by impact and customer value.
• Product management — lead the PM function, oversee discovery/definition/go-to-market, balance requests, constraints, and goals.
• UX & design — champion user-centric design, oversee design and research, drive the design system and in-product brand.
• Data-driven decisions — establish metrics/KPIs, run experiments, use insights to inform the roadmap.
• Reports to CEO. 8+ yrs PM, 3+ yrs leading product teams, B2B SaaS track record.