Careers

Palo Alto Software is looking for a LivePlan Support Specialist to join our Customer Advocacy team.

Palo Alto Software’s mission is to help people succeed in business.  We develop software products, including LivePlan and related training programs to help small businesses and advisors plan, track and manage their business. 

This position will specialize in supporting accountants, consultants, and small businesses in their use of LivePlan software and LivePlan Method training for strategic planning and client advisory services.  These groups need specialized support in using the features of LivePlan for planning, analysis, and reporting.

About our company and Eugene, Oregon

Palo Alto Software in Eugene, Oregon, is a seriously great place to work. We’re a friendly and diverse team of more than 70 experts across many disciplines.

Our products, publications, and customer support have been guided by the same mission for 40 years: to help people succeed in business. We believe that when we help one small business grow, we’re helping an entire community.
We value independent thinking, creative problem-solving, family, and work-life balance, and exceptional and rewarding work culture. Living and working in Eugene supports the best of all worlds—interesting and challenging work in a growing tech scene in the beautiful Pacific Northwest. Eugene’s commute times were rated best in the nation and homes are more affordable than you’d find in Seattle or the Bay Area. 

Benefits we provide:

About this role:

This is a full-time, non-exempt position in downtown Eugene, Oregon starting at an hourly range of $18-22 depending on experience. The LivePlan Support Specialist will handle inbound customer calls, emails, and live chats, resolving software and program questions, supporting and advocating for customers, acting as a liaison between customers and product engagement and development. This role will report directly to the Customer Advocacy Team Manager.

The ideal candidate is responsible for:

• Real-time customer support and customer service via telephone, chat, and email with web-based software
• Real-time customer onboarding and support in the use of LivePlan software for planning, analysis and reporting. 
• Being empathetic and friendly with customers and colleagues
• Being detail-oriented, with high regard for quality and excellent written and verbal communication
• Collaborating with other support staff to provide solutions to individual customer challenges
• Understanding of accounting and bookkeeping concepts and language
• Sophisticated knowledge of English usage (grammar, spelling, punctuation, language usage, audience sensitivity)
• Multi-tasking in a fast-paced technical environment
• Demonstrating good judgment in solving problems as well as identifying problems in advance and proposing solutions
• Maintaining a thorough understanding of the software features, including new developments

Education, experience, & skills required:

• 4-year college degree in Accounting or Finance, or a Business degree with core Accounting classes or equivalent experience
• Customer-focused service background
• Familiarity with CRM software for customer tracking and/or ticketing software
• Curiosity and willingness to try things that may be outside of core expertise
• Ability to write well, communicate clearly, and listen actively
• Calm under pressure, eager to learn new concepts, and inspired by a dynamic, group working environment
• A team player who is comfortable working as an individual contributor, with a passion for providing exceptional customer support

Apply online 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.
 

Ready to help us change how teams work with email? Palo Alto Software in Eugene, Oregon, is looking for a top-notch engineer to lead our newest product team. This role will provide technical and strategic leadership for the friendly, collaborative, and cross-functional team that is building Outpost, our new SaaS email product for teams. 

Welcome to Outpost

Outpost is a collaborative email service that helps teams work together to respond quickly and efficiently to customer emails. Under the hood, it’s a single-page React app that uses Java, Redis, Postgres, ElasticSearch, Dropwizard, Docker, AWS, and other interesting technologies to make email better for teams all over the world. You can read more about Outpost, and even test-drive it as a free trial, at www.outpost.co.

We’ve got a great team of developers and are looking for a leader to help coordinate their efforts and drive the product forward. Our cross-functional team deploys regularly using modern development methodologies, is big on continuous improvement, and loves working together. We have a great company culture with some nice perks and an emphasis on work-life balance.

Key responsibilities

Here are the sorts of things you would be spending your time on in this role:

Delivering high-quality product releases on time

• coordinating with the product manager, designer, devs, QA lead, and other team members to deliver features and updates regularly
• working with QA to manage and prioritizing bugs
• working with devops to develop systems and tools to monitor, alert, and ensure a timely response to errors in the production environment
• setting a high bar for a quality app and codebase
• driving and coordinating code quality and infrastructure initiatives
• identifying key new technologies to improve our product development process

Managing the development team

• overseeing, coaching, and mentoring the developers (currently six) who are building and maintaining the Outpost application
• making their work experience awesome while growing their skills and providing career guidance

Managing the development process

• owning the development lifecycle and guiding the team to make it better
• fostering a culture of production engagement
• running the daily standup and tracking sprint progress
• doing capacity planning and participating in story selection
• running estimation meetings, technical planning sessions, retrospectives, and other team events

Guiding feature development

• working with the product manager to understand user requirements and to collaborate on good user stories
• coordinating the technical design decision-making process
• collaborating with the product architect and VP of Engineering
• collaborate with the product owner and the QA lead to help the team regularly deliver new features that meet our customers’ needs

Keeping the big picture in mind

• collaborating with product management, the executive team, and other stakeholders to craft our product strategy
• clearly reporting progress and status to executives and non-technical managers
• providing rough estimates of build costs for new feature ideas
• keeping the product team and its activities well aligned with strategic goals
• recognizing when we're spending time in a way that doesn’t move us forward and correcting course

About our company and Eugene

Palo Alto Software in Eugene, Oregon, is a seriously great place to work. We’re a friendly team of more than 70 experts of many kinds.

Our products, publications, and customer support have been guided by the same mission for 40 years: to help people succeed in business. We believe that when we help one small business grow, we’re helping an entire community.

We value independent thinking, creative problem-solving, family and work-life balance, and a rewarding work culture. Living and working in Eugene supports the best of all worlds—interesting and challenging work in a growing tech scene delivering world-class technology from right here in the beautiful Pacific Northwest. Eugene’s commute times were rated best in the nation and homes are more affordable than you’d find in Seattle or the Bay Area. 

Benefits

Skills and experience

This position requires the right combination of technical, strategic, and people management skills.

• Above all, a passion for solving real-world problems for our small business customers
• A strong track record of leading technical teams, managing software developers, and continuously improving processes to build great software
• Good understanding of email, IMAP, and SMTP
• Experience with React and single page apps
• Solid understanding of databases, application architecture, and principles of building reliable and performant applications
• Experience with Docker and a variety of AWS services is a plus
• Excellent interpersonal skills, a good sense of humor, and an easy ability to collaborate with other developers, UX designers, devops engineers, QA analysts, and more
• The technical chops to guide developers in solving technical problems and building a scalable SaaS app
• Great fit with our company mission and culture
• Curiosity and intelligence
• Organized and detail-oriented
• Top-notch creative problem-solving skills
• Four-year degree in Computer Science or a related field, or equivalent experience

This position is based in Eugene, Oregon. Remote work is not an option for this role. You will report directly to the VP of Engineering and work closely with the VP of Product and members of the Outpost team.

Is this your next big challenge? 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. We’re looking for passion, talent, and curiosity. If this sounds like the right challenge to use and grow your skills, apply with us today.

Palo Alto Software in Eugene, Oregon, is a friendly team of more than 70 experts of many kinds, guided by the same mission for 40 years: to help people succeed in business. We believe that when we help one small business grow, we’re helping an entire community.

About the role

This is a hands-on development position focused on maintaining and extending our market-leading business web applications to help entrepreneurs all over the world start, plan and grow their businesses.

This is a full-time, exempt position on the team — reporting to the Director of Development. We allow flexible schedules and value in-person collaboration, therefore, this is not a remote position.

About you

You are someone who:

• Sees their work through
• Takes ownership in the end product
• Collaborates with others
• Thinks about the bigger picture
• Helps foster understanding within the team

Key Functional Areas of Responsibility

• Contributing to new feature development in Outpost and our other web applications
• Coordinating with our product architect and others to design effective solutions to user needs
• Pairing with junior developers as needed to mentor, cross-train, and share knowledge throughout the team
• Participating in estimation sessions to understand user goals and use cases, craft effective solutions, and point work requirements
• Sharing feedback and ideas in team retrospectives to help us continually improve and experiment with our processes, tools, workflow, etc.
• Help triage customer escalations when needed

Qualifications

We are looking for developers with an excellent senior-level skill set. We're less interested in X years of experience or mastery of the specific technologies we are using right now. What we most want to see is a strong developer with qualities like this:

• Curiosity and intelligence above all else
• Top-notch creative problem-solving skills
• Proven ability to embrace and learn new technologies, techniques, and processes
• Excellent interpersonal skills, a good sense of humor, and an easy ability to collaborate with other developers, UX designers, devops engineers, QA analysts, and more
• High level of craftsmanship about producing clean, high-quality, maintainable, and performant code
• Preferably experience working as part of an agile/scrum development team, though that is easy enough to learn on the job
• Four-year degree in Computer Science or a related field, or equivalent expertise
• Great fit with our company mission and culture, which are described here: Palo Alto Software Culture

About our product team

We use an agile process with two-week coding sprints, story point estimation, monthly retrospectives, and a commitment to experimentation and continuous process improvement. We develop our web applications using React, ES6, Java, Dropwizard, Redis, Postgres, Docker, AWS cloud hosting, and other contemporary technologies. Our in-house product managers and UX designers work upstream from development, kicking off new feature designs and preparing user stories with design deliverables for team estimation. Our QA team is in-house too; they use a combination of technical chops and subject-matter expertise to do manual and automated testing on new features, regressions, bug fixes, and more. 
 

Benefits

We value independent thinking, creative problem-solving, family and work-life balance, and a rewarding company culture. Living and working in Eugene supports the best of all worlds—interesting and challenging work in a growing tech scene delivering world-class technology from right here in the beautiful Pacific Northwest. Eugene’s commute times were rated best in the nation and homes are more affordable than you’d find in Seattle or the Bay Area. 

We provide:

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. We’re looking for passion, talent, and curiosity. If this sounds like the right challenge to use and grow your skills, apply with us today!

Palo Alto Software in Eugene, Oregon, is a friendly team of more than 70 experts of many kinds, guided by the same mission for 40 years: to help people succeed in business. We believe that when we help one small business grow, we’re helping an entire community.

About the role

The Inbound and Content Marketing Specialist supports wider marketing team goals like double-digit increases in top-of-funnel page views and leads, and increases in keyword rankings. 

They leverage keen on-page and technical SEO expertise, knowledge of data and analytics, and acute copywriting for conversion, and strong editing skills. 

This specialist creates, tests, and optimizes a variety of content types. They’re able to focus in on the opportunities hidden within the data, taking a creative approach to optimizing and creating content marketing assets, including articles, email nurturing series, in-article calls to action, and landing pages. They also research opportunities and report out on metrics and analytics from tests and campaigns. 

This specialist is our primary content manager across blog properties, mainly using Wordpress and HubSpot. Their attention to detail ensures we’re publishing and promoting high quality, SEO and conversion-optimized, error-free content. 

About you

You have demonstrated success at concise, conversion-focused copywriting. 

You’re as interested in the results—the numbers and data—as you are in the content and creativity that go into a successful article or email campaign. You know your way around Google Analytics. You have an opinion about the current Google search landscape. You’ve contributed to projects that have increased your rankings in search results, and increased on-site engagement. 

You’re curious, proactive, and nimble. You’re not afraid to ask questions. You like looking at challenges from every angle, rolling up your sleeves, and running with projects. 

We wouldn’t be surprised if you have strong feelings on em dashes and oxford commas. You’re the person people trust to do the final check for errors on that high-stakes message before it’s shipped out. 

Your commitment to continuous learning is strong; you are a skilled communicator, comfortable giving and receiving constructive feedback. You love being part of a team, and you’re just as good at articulating solutions and possibilities as you are at identifying problems. 

Key Functional Areas of Responsibility

• Content creation, editing and optimizing, uploading, and promotion 

• Lead generation asset, landing page, and CTA testing and creation

• On-page and technical SEO research and execution

• Metrics reporting and analysis 

• On-blog site search maintenance and optimization

• Conversion-focused lead nurturing email writing

• AP Style copy editing

Qualifications

• 2+ years of inbound and content marketing experience 

• Experience with content management in Wordpress and HubSpot or similar

• Strong experience with Google Analytics (certification is a plus)

• Excellent written and verbal skills (writing samples required)

• Excellent copy-editing skills (AP style experience is a plus)

• Strong analytical skills

• Self-motivated and a high level of integrity

• Ability to map and manage projects from conception to completion

• Exceptional attention to detail with the ability to meet tight deadlines

• An ongoing commitment to continuous learning

About our marketing team

We are a data- and performance-driven digital marketing team of specialists focused on growing top-of-funnel exposure, leads, conversions, and lifetime value to our SaaS (software-as-a-service) products and content properties. To that aim, we employ a number of best-in-breed inbound marketing, A/B testing, paid-advertising, data analysis, and project management platforms. We develop and iterate our marketing initiatives using an agile process and a 3-month planning cycle.

Benefits

We value independent thinking, creative problem-solving, family and work-life balance, and rewarding work culture. Living and working in Eugene supports the best of all worlds—interesting and challenging work in a growing tech scene delivering world-class technology from right here in the beautiful Pacific Northwest. Eugene’s commute times were rated best in the nation and homes are more affordable than you’d find in Seattle or the Bay Area. 

We provide:

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. We’re looking for passion, talent, and curiosity. If this sounds like the right challenge to use and grow your skills, apply with us today!

Palo Alto Software is seeking an ambitious Sales Representative to help continue to expand our sales capabilities and overall reach while impacting the development of a new, world-class product. We have been the world’s leader in business planning software for nearly twenty years with our flagship products LivePlan.com and Bplans.com.  More recently, our company has started marketing our newest product, Outpost, the best email tool for team collaboration, transparency, and accountability.

Successful candidates will bring a sense of excitement for the entrepreneurial aspects of this role. Palo Alto Software is a well-established company, and Outpost is essentially an in-house startup company that this role will help develop. In addition to a positive sales-driven work ethic, we’re looking for someone who can participate in sales channel development and lead generation, while also providing real-world feedback to our Marketing and Product leads.  

Duties and Responsibilities

The core focus of this role is converting good-fit business customers to demo/trial and ensuring trial users convert to paid users. Success in this effort will require you to: 

• Contact and qualify new leads in existing and new sales channels
• Help qualify entire industries for their potential as sales targets
• Develop strategies and partnerships to provide a continually improving lead flow 
• Collaborate with the team's director for overall strategic planning, as well as our Outpost Product & Marketing team for product details
• Ensure daily/weekly/monthly success by sharing status updates with your team
• Track all communications related to sales using our internal CRM and project management tools
• Close Outpost sales deals that are an appropriate fit for our product and for the customers’ needs
• Ask your team for help when needed
• Maintaining a general spirit of professional development, creativity, and curiosity
• Get people to love Outpost and use it every day - like we do!

Minimum Qualifications

• 3+ years of successful sales experience
• Proven track record, including ability to share metrics related to sales process, sales pending, and sales closed
• Bachelor's degree in communications, business, marketing, or a related field 
• Experience developing and delivering product demos and presentations
• Highly motivated and self-sufficient
• Excellent verbal and written communication skills
• Ability to sell by email, over the phone, and in-person
• Comfortable using screen-sharing tools (i.e. GoTo Meeting, Join.me)
• Strong attention to detail and follow-up skills
• Excellent organization and social skills
• Excellent online research skills (including knowing how to identify decision-makers)
• Ability to learn new technology quickly
• Ability to adapt quickly to internal processes and procedures
• Possess the skills to be independent, motivated and results-driven on establishing new business, following through with communications with all accounts and being held accountable for the growth of Outpost
• Travel is infrequent and focused, less than 5% of work hours (if any)
• An innate ability to adapt to the evolving needs of the company and this role, as we gain customers, industry alliances, and strategic partners over time

Additional Desired Qualifications

• Experience in software as a service (SaaS) sales would be an advantage
• Experience in the SMB software market
• Experience selling to a variety of industries and types of small businesses
• Passion to work with people who love helping small businesses across the US and the world.  These people will be your peers AND your customers.  
• Passion and interest in startups, entrepreneurship and small businesses is a big plus since that's the core of what we do and who we serve. 

Want to impress me? Email me a paragraph or two highlighting a firm or organization you would sell Outpost to, including who you would contact, how you’d reach out to them, why they should be using Outpost, and what the sales cycle might look like (in a perfect world). Feel free to ask me any questions that can help guide your thinking.  
 

This is a full-time, exempt position reporting to the Director of Business Development & Sales, and working closely with our Marketing and Product development leads. Compensation consists of a healthy base salary to support development and testing work, plus strong commission on sales and goals met, to ensure a long-term growth trajectory. This position includes an excellent benefits package.

Benefits

We value independent thinking, creative problem-solving, family and work-life balance, and a rewarding work culture. Living and working in Eugene supports the best of all worlds—interesting and challenging work in a growing tech scene delivering world-class technology from right here in the beautiful Pacific Northwest. Eugene’s commute times were rated best in the nation and homes are more affordable than you’d find in Seattle or the Bay Area. 

We provide:

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. We’re looking for passion, talent, and curiosity. If this sounds like the right challenge to use and grow your skills, apply with us today!

Palo Alto Software in Eugene, Oregon, is a friendly team of more than 70 experts of many kinds, guided by the same mission for 40 years: to help people succeed in business. We believe that when we help one small business grow, we’re helping an entire community.

About the role

We are seeking a PPC / SEM expert to join our in-house marketing team. This position will plan, develop, and implement comprehensive paid media strategies to increase our brands’ (LivePlan, Outpost, and Business Plan Pro) visibility and recognition, and drive new user acquisition while increasing ROAS.

This is a full-time, exempt, senior position on the team — reporting to the Director of Marketing — with aggressive sales and acquisition goals. Over time, and with future success, you will have the opportunity to grow the role into a management position for this area.

About you

You are an extremely motivated individual with equal parts analytics prowess, creative thinking, clear and concise copy-writing, and a solid eye for good design and user-flow. You’re in one of the most changing, dynamic aspects of digital marketing and as such, are constantly educating yourself on new campaign types and targeting opportunities. You’re dogged about constantly putting up great numbers and coming up with fresh ideas for the next big campaign.

You are strategic, able to develop innovative solutions, take initiative, and possess a well-rounded marketing background. In current or previous roles of a similar nature, you’ve consistently proven you can meet and exceed ROI targets and are motivated by analytics and audience insights to drive engagement in key market segments.

This role requires a hands-on individual who is ready to drive sales and revenue upward. Paid acquisition is a large contributor to our sales funnels, and we’ll only be looking to you to grow, grow, grow this. You will actively manage a 6-figure plus monthly marketing budget across the following platforms: Google Ads (formerly Google Adwords), Bing Advertising, YouTube, Adroll, Facebook Ads, LinkedIn ads, etc.

Key Functional Areas of Responsibility

• Manage Google Ads (search and display), Bing Ads, YouTube Ads (with Gmail Ads/ GSP, LinkedIn and Facebook to follow)
• Write ad copy
• Work with in-house designer on visual creatives
• Create ad and landing page A/B messaging tests
• Research and develop keyword lists and targeting opportunities
• Build and maintain campaign structure
• Adjust bids and execute bid strategies
• Create dynamic reports and dashboards for internal use
• Work with in-house CRO team on optimize landing page experience and signup flow
• Coordinate with stakeholders across the internal marketing team and web development teams — as well as external vendors — to ensure campaigns and projects are properly executed, tracking, measured and reported
• Manage Google Tag Manager and the myriad audience and conversion pixels
• Maintain the highest level of knowledge and understanding of all programs’ ad ecosystem by staying informed of changes in the ad auction, ad formats, campaign objectives, and bid strategies

Qualifications

• 3-7 years of hands-on experience in a data-driven role managing performance-based paid social, search, display and ABM campaigns at a direct-sales company or marketing agency
• 10+ years of digital marketing experience
• BA or BS in Marketing or a related discipline is preferred
• Google Ads search certification
• Expert understanding of Google Analytics
• Advanced knowledge of Excel or Google Sheets
• Excellent written and verbal skills (writing samples required)
• Experience with off-the-shelf landing page tools such as LeadPages, Hubspot, Unbounce, etc.
• Strong analytical skills
• Self-motivated and a high level of integrity
• Exceptional attention to detail with the ability to meet tight deadlines
• A positive outlook and a strong desire to learn as much as you can

Nice to have

• Experience in SaaS marketing
• Agency or consulting experience
• Masters degree in marketing or business
• Prior management experience, preferably of a paid or performance-based marketing team
• Demonstrated international SEM campaign experience
• Additional certifications (Hubspot, Google Analytics, Google Ads Display, Google Ads Mobile, YouTube Ad, Bing Ads, etc.)
• Experience working directly with 3rd-party retargeting vendors (e.g., Adroll, Criteo, Perfect Audience, etc.)
• Experience working with other analytics’ and testing tools such as Hotjar, Convert.com, etc.
• Data visualization experience or BI tools such as Google Data Studio, Tableau, etc.
• Have a working knowledge of HTML, CSS, and JavaScript development and constraints

About our marketing team

We are a data- and performance-driven digital marketing team of specialists focused on growing top-of-funnel exposure, leads, conversions, and lifetime value to our SaaS (software-as-a-service) products and content properties. To that aim, we employ a number of best-in-breed inbound marketing, A/B testing, paid-advertising, data-analysis, and project management platforms. We develop and iterate our marketing initiatives using an agile process and a 3-month planning cycle.

Benefits

We value independent thinking, creative problem-solving, family and work-life balance, and a rewarding work culture. Living and working in Eugene supports the best of all worlds—interesting and challenging work in a growing tech scene delivering world-class technology from right here in the beautiful Pacific Northwest. Eugene’s commute times were rated best in the nation and homes are more affordable than you’d find in Seattle or the Bay Area. 

We provide:

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. We’re looking for passion, talent, and curiosity. If this sounds like the right challenge to use and grow your skills, apply with us today!