Anavah Talent

Executive Assistant

• Maintain CRM accuracy and data integrity daily
• Proactively tag clients and update workstream statuses
• Manage stakeholder contact records
• Generate and share filtered lists based on specific targeting criteria
• Support U.S. leadership and offshore Client Account Managers
• Triage inbound inquiries and route to appropriate internal owners
• Coordinate onboarding steps, intake tasks, scheduling, and follow-ups
• Maintain light ticketing/customer support workflows (e.g., Pylon)
• Create templates, checklists, and SOP documentation
• Identify workflow bottlenecks and recommend improvements
• Collaborate with engineering on CRM, client portal, and analytics enhancements

CRM Virtual Assistant

Customer Success Manager

• Handle 50–100+ customer inquiries daily across Intercom (chat/email) and Instagram DMs with accuracy, empathy, and speed.
• Proactively identify trends in customer issues and suggest improvements to FAQs, automations, and workflows.
• Build and manage Intercom workflows and automations to enhance efficiency.
• Maintain the highest standards of data security and confidentiality.
• Help document processes and build the foundation for a scaling support team.

Customer Success Executive

Account Manager

• Assemble and upload finalized tax packets, cover letters, and compliance documents
• Track submissions, maintain organized deliverables, and follow QA steps
• Support entity workflows (state registrations/dissolutions)
• Request client documents and triage questions to the right team
• Coordinate onboarding steps, meetings, and follow-ups
• Create templates, checklists, and documentation
• Identify workflow bottlenecks and suggest improvements
• Support ticketing/customer support tools and work with engineering to enhance client systems

Client Account Manager

Full-stack Engineer

• Build new backend services and APIs using C# and .NET
• Design and architect scalable system components, data models, and API contracts
• Setup and maintain CI/CD pipelines for automated testing and deployment
• Build cloud-first infrastructure with containerization and orchestration
• Optimize backend systems for performance, scalability, and reliability
• Build feature-rich, responsive web interfaces using React + TypeScript
• Integrate frontend and backend systems end-to-end
• Translate user needs into practical solutions using a product-first mindset
• Act like an owner - we are building a quality system from the ground-up
• Participate in code reviews, architecture discussions, and technical scoping
• Surface issues early and loudly - propose solutions, and help improve the final product

CRM Virtual Assistant

CRM Virtual Assistant

Customer Success Executive

Client Account Manager

Full-Stack Engineer