Careers
We are
About Palo
Alto Software
Does the idea of working at a thriving company that values your expertise and creativity sound stimulating? Palo Alto Software is a 70-employee strong software-development company now in its 4th decade.
Our products, publications, and customer support are all guided by our mission: to help people succeed in business. We're best known for our world-class business planning software, LivePlan. We're proud to have served over 1.5-million paid customers, and that more than 2-million people a month read our free expert articles on entrepreneurship.
We're located in beautiful downtown Eugene, Oregon—a vibrant college town where you can live the Pacific Northwest lifestyle without the expense and traffic of Seattle or Portland. Combine that with easy Pacific Ocean access to the west and the Cascade mountain range to the east, and you have the ultimate place to live and work.
Because we're constantly expanding and innovating, we're eagerly seeking talented and motivated individuals to join our team. We value independent thinking, creative problem-solving, family and work-life balance, and a rewarding work culture. Does this sound like a fit for you? If so, check out the jobs below.
Company Culture
- We rely on data
- We solve for the customer
- We're transparent
- We give you the autonomy to be awesome
- We're picky about our peers
- We value community
Benefits and Perks
Medical, Dental, & Vision
401k
Personal Time Off
Modern Workspace
Family-Friendly
Flexible Work Schedule
Gym Benefit
Free Books
Company Events
Transportation Reimbursement
Living Here
Open Positions
Palo Alto Software is looking for a talented Customer Engagement and Education Specialist to join our LivePlan Engagement & Retention team. This position is open to Oregon residents only.
About our company and Eugene, Oregon
We’re a friendly team of 70 diverse, world-class experts. Each team member demonstrates our company values while adding positive contributions to our culture. Please review all the information on our culture at this link before applying to find out if it's a place where you can thrive.
Please visit liveplan.com to learn how our business planning and tracking products and training help achieve our mission to help people succeed in business. We believe that when we help one small business owner grow their business, we’re helping an entire community, which makes our work matter.
Our agile and innovative team of independent thinkers and creative problem-solvers enjoy work-life integration and full, interesting lives. We have a hybrid work environment with outcome-based schedules, meaning we work remotely but spend some time together in person, and we track outcomes, not hours. Work is a thing you do, not a place you go. 9 to 5, M-F may not be how do your best work. That's ok!
Our location in Eugene supports access to interesting and challenging work in a growing tech scene in the beautiful Pacific Northwest. Eugene’s commute times and our drinking water from the McKenzie River Watershed are some of the best in the nation, and homes are more affordable than you’d find in Portland, Seattle, or the Bay Area.
We are an equal-opportunity employer. We value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please see our diversity and inclusion statement here.
Benefits we provide:
- Competitive salary
- Health (general and mental healthcare), vision, dental, ortho for you and your family
- Flexible Spending Account
- Health Reimbursement Account
- Generous paid time off and holidays
- Paid community volunteer time
- 401(k) with a match
- Relocation reimbursement
- Hybrid workplace, flexible schedule, and no-meeting Fridays
- Discounted gym membership or wellness program reimbursements
- Fun company events
- A diverse and inclusive environment
- Values-based company culture
- Opportunities to serve on the "LiveWell" committee, Charitable Fund committee, and much more
About this role:
The Customer Engagement and Education Specialist will lead all LivePlan customer education and training, with the goal of increasing customer retention. You will strategize, prepare, and present engaging educational and training resources to customers in a variety of formats, including: live (in-person and online), pre-recorded courses and videos, and written content.
This role is responsible for leading all LivePlan post-sale education and training, drawing upon internal and external subject matter experts to support content creation and delivery. A primary focus will be engaging customers in the LivePlan Method use case: existing customers who already are, or will soon be ready to, use LivePlan for ongoing, iterative forecasting in order to manage up-and-running businesses.
You will continuously look for ways to improve LivePlan as a better business management (BBM) product, combining knowledge gained from customers and LivePlan experts, to provide feedback to the Product team, with the goal of increasing product adoption and long-term customer retention.
In addition you will be an internal resource to all PAS employees, sharing findings of how specific LivePlan features are engaging users. You will actively participate in building strategies to support customer retention, working cross-functionally with Marketing, BizDev, and Product teams.
This position requires diverse experience: love of product, empathy of customer experience, strong skills in educational content development and delivery, knowledge of features and value proposition, as well as excellent listening and communication skills.
This is a full-time, exempt position that reports to the Product Engagement Manager as part of the Engagement & Retention team. The starting salary range is $55,000 to $70,000 annually depending on experience.
Summary of duties:
- Deliver training and educational content to support product engagement and retention. Includes live online training (e.g. webinars), live in-person training (e.g. full or half-day courses), pre-recorded training courses, targeted videos, and written content such as blogs.
- Understand customer outcomes by communicating with customers, analyzing customer metrics and gathering feedback. Identify new and existing customer training needs.
- Help build the road map for online customer education and then implement the strategy. This includes potentially building new LMS (e-learning) courses, producing engaging video tutorials, and giving live education webinars.
- Write select blog content as needed in order to engage and educate users on new features
- Manage to quarterly OKR’s and communicate status to stakeholders and team
- Occasional travel may be required
Cross-departmental work:
- Provide customer feedback to support Product strategy and LivePlan development
- Work with Customer Advocacy to improve customer support for the Advisor and BBM use cases.
- Review and edit certain help center articles, to help emphasize the BBM use case where it applies to feature use.
- Work with all internal teams as needed to provide insight on sticky LivePlan features: those driving user engagement and leading to long-term customer retention
What success looks like:
Primary success in this role will be measured against quarterly OKRs. The focus of the position is to use education and training to increase user engagement with sticky features, leading to long-term customer retention.
You'll be a good fit if:
- You are excited about LivePlan as a product for business management and strategic advising.
- You are interested in how small businesses think about strategic planning, growth, and performance tracking, and the resources they need to support those that work.
- You enjoy digging deep into software product features to find the right use case and fit.
- You are comfortable presenting to customers and groups, and are outgoing in nature.
- You enjoy building relationships and helping people succeed.
- You enjoy both tactical and strategic work and how the two relate.
- You are familiar with CRM use for data analysis and funnel management.
Experience and trade knowledge required:
- 4-year college degree or equivalent experience, preferably in Business Administration
- Experience in online training or curriculum development and delivery preferred (not required).
- Experience in customer advocacy and/or customer engagement, in a software development company, preferably SaaS based.
- Understanding of small business bookkeeping and accounting preferred.
- Excellent verbal and written communication skills
- Excellent organization and social skills
- Ability to learn new technology quickly
- Ability to adapt quickly to internal processes and procedures
- Experience with Microsoft Excel and Word, or similar Google applications
- Experience with Hubspot (or similar CRM) a plus
Apply today!
Palo Alto Software is looking for a talented QA Analyst to join our LivePlan app team. This position is open to Oregon residents only.
About our company and Eugene, Oregon
We’re a friendly team of 70 diverse, world-class experts. Each team member demonstrates our company values while adding positive contributions to our culture. Please review all the information on our culture at this link before applying to find out if it's a place where you can thrive.
Please visit liveplan.com to learn how our business planning and tracking products and training help achieve our mission to help people succeed in business. We believe that when we help one small business owner grow their business, we’re helping an entire community, which makes our work matter.
Our agile and innovative team of independent thinkers and creative problem-solvers enjoy work-life integration and full, interesting lives. We have a hybrid work environment with outcome-based schedules, meaning we work remotely but spend some time together in person, and we track outcomes, not hours. Work is a thing you do, not a place you go. 9 to 5, M-F may not be how do your best work. That's ok!
Our location in Eugene supports access to interesting and challenging work in a growing tech scene in the beautiful Pacific Northwest. Eugene’s commute times and our drinking water from the McKenzie River Watershed are some of the best in the nation, and homes are more affordable than you’d find in Portland, Seattle, or the Bay Area.
We are an equal opportunity employer. We value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please see our diversity and inclusion statement here.
Benefits we provide:
- Competitive salary
- Health (general and mental healthcare), vision, dental, ortho for you and your family
- Flexible Spending Account
- Health Reimbursement Account
- Generous paid time off and holidays
- Paid community volunteer time
- 401(k) with a match
- Relocation reimbursement
- Hybrid workplace, flexible schedule, and no-meeting Fridays
- Discounted gym membership or wellness program reimbursements
- Fun company events
- A diverse and inclusive environment
- Values-based company culture
- Opportunities to serve on the "LiveWell" committee, Charitable Fund committee, and much more
About Our Product Team
Small, full-stack squads comprised of engineers and QA analysts work alongside our product manager, UX designer, and user researchers to understand the needs of our customers and collaborate closely through the entire value pipeline—from concept to development to delivery. As we engage the continuous discovery+delivery model, we deliver high-impact solutions to our customers on a regular cadence. Each member of the team is empowered to engage the big picture, bring their ideas to bear on tough problems, and experience the satisfaction of having a palpable impact on the outcomes of the team.
About this role:
This is a full-time, permanent, exempt position reporting to the Director of QA. The starting salary range is $65,000-$75,000 based on experience.
We are looking for an experienced QA Analyst with a strong understanding of best practices in software quality assurance, a track record of success, and excellent communication skills. The QA Analyst is our strongest defense against coding defects and other quality problems finding their way into our products.
Responsibilities of the QA team include manual testing of our LivePlan SAAS app, clear, concise, and complete bug reporting and verification, other testing activities as needed, and contributing to team improvement activities and collaboration with other teams to ensure we’re producing the highest quality products possible.
What Success Looks Like:
- Regular completion of release candidate testing on schedule (separate from any delays due to defects found, deployment issues, or other issues not under their control)
- Well-organized testing activity with a sensible mix of methodical and ad-hoc testing
- Strong, detailed, and current knowledge of the subject matter of their assigned project (functionality, priorities, schedule, etc.)
- Solid product quality, as reflected in the achievement of strong and/or improving marks on our established quality metrics
- Healthy, productive working relationships with other testers, with developers and designers on the team
- Regular contributions to team planning, collaboration, continuous improvement, and morale building activities
Duties include
Manual testing
- Test new and existing features on their assigned product or project
- Work with developers and other QA testers to devise testing strategies for new features
- Perform regular ad-hoc application testing to find non-obvious product defects
- Collaborate with designers and developers to review newly started development work and talk through testing strategies, areas of potential weakness, etc.
- Test pull requests to ensure that the application works properly and new development work has not introduced notable defects into existing functionality
- Verify that our project works properly on all supported operating systems, browsers, and devices
- Work with QA lead and other testers to create and maintain test plans for regression coverage of existing features and core functionality
- Plan and execute regression testing to prevent the introduction of new bugs
- Contribute to the maintenance of standardized and well-structured regression testing plans for the application’s existing functionality
Bug reporting and verification
- Discover and document quality issues during the pre-release testing phase
- Write clear, concise, and complete bug reports to enable bugs to be fixed efficiently
- Maintain complete and accurate bug report metadata to support quality analysis, reporting, and continuous improvement efforts
- Reproduce and document any reported issues in production
- Retest resolved bugs to verify that they are no longer reproducible
- Investigate and reproduce issues seen in pre-release builds and on production
- Work with QA lead and others as directed to triage new bug reports and to review and reprioritize existing bugs
- Contribute to the regular review and grooming of the bug pool to ensure that known issues are valid, well documented, and sensibly prioritized
Other testing activities
- Work with customer advocates as needed to help resolve customer issues
- Perform or contribute to load, stress, and other performance testing as needed
- Perform accessibility testing as needed
- Perform or contribute to security and intrusion testing as needed
- Perform or contribute to automated testing as needed
- Create or collaborate with others to find or create test data or other resources necessary to test our projects properly
- Collaborate on ways to maintain quality, reduce risks and release frequently
What you bring to the job:
- Ability to be self-directed
- Excellent communication skills
- Team mindset and a positive contributor to our company culture
- Desire to learn new things every day
- Dependability and willingness to be consistently available to the team on-site
Education, experience, & skills required:
- College degree in a related field, or equivalent experience
- Professional QA experience
- Experience working with automated testing tools
- Experience using JIRA or similar documentation solutions
- Ability to stay organized when working with multiple tasks, teams, and changing schedules and priorities
- Experience working as part of an CI/CD development team is a plus
Apply today!
Interested in joining the Palo Alto Software team, but not seeing an open position that's right for you? Submit an application here, and tell us about the ways your skills may help us in our mission to help people succeed in business.
About our company and Eugene, Oregon
We’re a friendly team of 70 diverse, world-class experts. Each team member demonstrates our company values while adding positive contributions to our culture. Please review all the information on our culture at this link before applying to find out if it's a place where you can thrive.
Please visit liveplan.com to learn how our business planning and tracking products and training help achieve our mission to help people succeed in business. We believe that when we help one small business owner grow their business, we’re helping an entire community.
Our agile and innovative team of independent thinkers and creative problem-solvers enjoy work-life integration and full, interesting lives. We believe in candor with kindness and work that matters. We are currently working remotely for our health and safety. When it's safe, we plan to spend some targeted days in the office together for brainstorming, collaborating across teams, and developing good working relationships with our teammates. We'll maintain our flexibility of hours and locations to benefit from the best of both worlds. Work is a thing you do, not a place you go, and we understand that 9 to 5 may not be the hours you do your best work. That's ok! Managers at PAS are more focused on achieving objectives than tracking the time and place you work. (Only employees fully vaccinated against COVID-19 are allowed into the office or any company events.)
Our location in Eugene supports access to interesting and challenging work in a growing tech scene in the beautiful Pacific Northwest. Eugene’s commute times and our drinking water from the McKenzie River Watershed are some of the best in the nation, and homes are more affordable than you’d find in Portland, Seattle, or the Bay Area.
We are an equal opportunity employer. We value diversity and inclusion at our company. We encourage any motivated and interested candidates to apply, whatever your race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status may be. Please see our diversity and inclusion statement here.
Benefits we provide:
- Flexible schedule, no-meeting Fridays, and hybrid remote/in-office work
- Work-based on our mission to help people succeed in business
- Competitive salary
- Health / vision / dental / ortho
- Flexible Spending Account
- Health Reimbursement Account
- Generous paid vacation and holidays
- Paid parental leave, bereavement leave, jury-duty leave
- Paid community volunteer time
- 401(k) with a 4% match
- Relocation reimbursement
- Discounted gym membership
- Fun company events
- A diverse and inclusive environment
- Values-based company culture
- Opportunities to serve on the "LiveWell" Committee, Charitable Fund Committee, and much more
Apply today!
Palo Alto Software is looking for a talented Senior, Lead, or Principal Software Engineer to join our LivePlan app engineering team. This position is open to Oregon residents only.
About our company and Eugene, Oregon
We’re a friendly team of 70 diverse, world-class experts. Each team member demonstrates our company values while adding positive contributions to our culture. Please review all the information on our culture at this link before applying to find out if it's a place where you can thrive.
Please visit liveplan.com to learn how our business planning and tracking products and training help achieve our mission to help people succeed in business. We believe that when we help one small business owner grow their business, we’re helping an entire community, which makes our work matter.
Our agile and innovative team of independent thinkers and creative problem-solvers enjoy work-life integration and full, interesting lives. We have a hybrid work environment with outcome-based schedules, meaning we work remotely but spend some time together in person, and we track outcomes, not hours. Work is a thing you do, not a place you go. 9 to 5, M-F may not be how do your best work. That's ok!
Our location in Eugene supports access to interesting and challenging work in a growing tech scene in the beautiful Pacific Northwest. Eugene’s commute times and our drinking water from the McKenzie River Watershed are some of the best in the nation, and homes are more affordable than you’d find in Portland, Seattle, or the Bay Area.
We are an equal opportunity employer. We value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please see our diversity and inclusion statement here.
Benefits we provide:
- Competitive salary
- Health (general and mental healthcare), vision, dental, ortho for you and your family
- Flexible Spending Account
- Health Reimbursement Account
- Generous paid time off and holidays
- Paid community volunteer time
- 401(k) with a match
- Relocation reimbursement
- Hybrid workplace, flexible schedule, and no-meeting Fridays
- Discounted gym membership or wellness program reimbursements
- Fun company events
- A diverse and inclusive environment
- Values-based company culture
- Opportunities to serve on the "LiveWell" committee, Charitable Fund committee, and much more
About Our Product Team
Small, full-stack squads comprised of engineers and QA analysts work alongside our product manager, UX designer, and user researchers to understand the needs of our customers and collaborate closely through the entire value pipeline—from concept to development to delivery. As we engage the continuous discovery+delivery model, we deliver high-impact solutions to our customers on a regular cadence. Each member of the team is empowered to engage the big picture, bring their ideas to bear on tough problems, and experience the satisfaction of having a palpable impact on the outcomes of the team.
We currently develop our web app using React, TypeScript, Java, Dropwizard, Redis, Postgres, Docker, AWS cloud hosting, and other contemporary technologies. Experience in or desire and ability to learn this technology is valued.
About this role:
This is a full-time, permanent, exempt position reporting to the Director of Engineering.
What Success Looks Like:
- Challenging yourself and your team to meet Palo Alto Software’s core value of excellence—the target is world-class products and world-class teams.
- Internalizing our 3-5 year product vision (what we’re building and why) and our 3-5 year technical vision (how we’re going to execute on and support the product vision).
- Identifying and taking ownership of hard problems, collaborating with the team to discover and validate solutions, and relentlessly executing until the problem is solved.
- Asking for help early and often, and embracing that things rarely go exactly as planned. Preventing small issues from becoming big problems by leaning on the team in support of your efforts.
- Regularly attending LivePlan training, LivePlan bootcamps, and customer calls in order to achieve and maintain an understanding of the LivePlan business planning method our software is built for, as well as maintaining an understanding of who our users are and the problems they need us to help them solve.
- Forming opinions on how effectively the LivePlan app and architecture currently embodies the LivePlan method, thinking about how it could be better, and sharing those opinions and ideas with the team.
- Working to contribute to a safe environment for the team. Bringing your whole self to work, and consistently showing up with kindness. Candidly sharing your thoughts, opinions, and needs.
- Consistently investing time and energy into your professional relationships with teammates so that you can do your best work and take risks together.
- Setting daily and weekly intentions for your work output, reviewing results and making improvements.
Engineers at PAS:
- Collaborate daily and communicate proactively with your squadmates, manager, product manager, and our customers to ensure that the work you’re doing creates value
- Squash bugs
- Plan, build, and maintain features
- Write up tickets and documentation in the course of your daily work - Jira experience a plus
- Participate in team discussions on how we can improve our processes
- Engage in ongoing learning activities to expand knowledge of the product, financial management, language and library features, tools, current trends, and best practices
- Other possible duties:
- Onboard new developers, mentor junior developers, mentor interns, and cross-train team members from other areas of specialty
- Collaborate with stakeholders from other departments to implement tools for customer engagement and usage tracking
What you bring to the job:
- High level of craftsmanship around producing a well-modularized, understandable, and performant codebase
- Curiosity and reflectiveness above all else
- Grit. Once you have identified and engaged a problem, you do not give up easily. You navigate and push through obstacles, and consistently drive to a solution.
- A commitment to continuous improvement
- Top-notch creative problem-solving skills
- Proven ability to embrace and learn new technologies, techniques, and processes
- Excellent interpersonal skills, an appreciation for levity, and an easy ability to collaborate with other developers, UX designers, QA analysts, and more
Education, experience, & skills required:
- 4+ years experience developing customer-facing web apps in a professional environment
- Awareness of the fundamentals of web application security
Education, experience & skills preferred:
Proficiency in one or more of the technologies in our stack:
- React
- TypeScript/JavaScript
- CSS
- Java
- Dropwizard
- PostgresQL
- Redis
- Elasticsearch
- AWS
Apply today!
We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Palo Alto Software is looking for an experienced Customer Advocate to join our growing team of caring, intelligent people helping small business owners succeed with our software products and resources.
About our company and Eugene, Oregon
We’re a friendly team of nearly 70 diverse, world-class experts. Each team member demonstrates our company values while adding their own contributions to our culture. Please review all the information on our culture at this link before applying to find out if it's a place where you can thrive.
Please visit liveplan.com to learn how our products help achieve our mission to help people succeed in business. We believe that when we help one small business owner grow their business, we’re helping an entire community.
Our agile and innovative team of independent thinkers and creative problem-solvers enjoy work-life integration and full, interesting lives. We believe in candor with kindness and work that matters. We have remote work flexibility and spend at least a couple of days per week in the office together for brainstorming, collaborating across teams, and developing good working relationships with our teammates.
Our location in Eugene, OR supports access to interesting and challenging work in a growing tech scene in the beautiful Pacific Northwest. Eugene’s commute times and our drinking water from the McKenzie River Watershed are some of the best in the nation, and homes are more affordable than you’d find in Portland, Seattle, or the Bay Area.
Benefits we provide:
- Competitive salary
- Health / vision / dental / ortho
- Flexible Spending Account
- Health Reimbursement Account
- Generous paid vacation and holidays
- Paid community volunteer time
- 401(k) with a match
- Relocation reimbursement
- Flexible work schedule and no-meeting Fridays
- Discounted gym membership
- Fun company events
- A diverse and inclusive environment
- Values-based company culture
- Well-stocked break rooms
- Opportunities to serve on "LiveWell" committee, Charitable Fund committee, and much more
About our Customer Advocacy team
We're more than a customer service team. We handle pre-sale questions, technical support and gather valuable feedback that informs the development of our products. We strive to consistently maintain a customer satisfaction rating above 97%. Helping customers navigate our products gets them quickly back to work realizing their vision and making their entrepreneurial dreams happen. When our customers hit a hurdle, we are the difference between them walking away frustrated or rising above, being informed about the solutions that are right for them. Support is provided primarily by live chat and email and some phones.
The Customer Advocacy Team values:
Community and Camaraderie
- Being supportive of our teammates leads to good support for our customers
- We feel safe and trust each other to be open, honest and share knowledge
Autonomy and Individuality
- Empowerment to do the right thing provides fair, fast solutions
- Freedom to be unique and creative promotes innovation and job ownership
Empathy and Compassion
- By listening, sensing, and caring we help customers and each other feel open to receiving and accepting information, results, and change
About this role:
This is a full-time, exempt position reporting to the Customer Advocacy Supervisor. The position starts at an annual salary of $45,000 per year.
Customer Advocates are responsible for:
- Customer service via telephone, chat, and email
- Troubleshooting technical problems across browsers, internet connections, hardware, or software
- Becoming experts in our products, services, and subject matters of business planning and tracking and business email management for teams
- Being an empathetic and friendly voice of our company
- Collaborating well to provide the best solutions to customer challenges
- Multi-tasking in a fast-paced, technical environment
- Demonstrating good judgment, problem-solving and proactive support
- Maintaining a thorough understanding of the software features, including new developments
Education, experience, & skills desired:
- Some customer/phone/chat support experience
- Experience with and good demonstrated knowledge of financial concepts and terminology
- Familiarity with the challenges of entrepreneurship or small business management is a plus
- Experience with all web browsers and operating systems
- Experience with customer support ticketing systems
- Customer-focus and emotional intelligence
- Sophisticated written and verbal communication skills
- Calm under pressure and a positive attitude
- Alignment with our company and Customer Advocacy team values
Apply today!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.