CATALIS

Project Manager

• Plan and lead implementation/migration projects for city/county/state government clients.
• Create detailed project plans and associated artifacts including project schedule, risk/issues log, status reports, meeting agendas, statement of work, etc.
• Facilitate customer meetings and activities as needed, including discovery sessions, joint working sessions, user testing, regular status updates, executive steering committee meetings, etc.
• Monitor internal resources for capacity and budget utilization.
• Accurately forecast project revenues and expenses.
• Partner with internal teams and customer to understand business and technical requirements.
• Coordinate quality assurance (QA) testing to ensure that the software will function properly in the customer’s environment.
• Perform basic diagnostics and troubleshooting for payments software applications.
• Assist in training end users on the software to ensure their ability to use the software.
• Coordinate customer user acceptance testing (UAT) and go live support.
• Identify project risks and issues in a timely manner; assess and communicate necessary actions to ensure minimal impact to project health, schedule, and scope.
• Collaborate with customers and developers to help configure, install, test, and monitor computer programs and systems to address customer issues.
• Communicate effectively and professionally with customers, including executive-level customer contacts.
• Deliver an exceptional customer experience.
• Manage multiple implementations, while maintaining on-time deliverables.

Customer Success Manager

• Own a portfolio of complex customer relationships and serve as the primary point of accountability for the overall experience
• Manage escalations related to support, billing, invoicing, and legacy system limitations, partnering across teams to drive resolution
• Identify retention risks and take proactive steps to stabilize accounts and rebuild confidence
• Build trusted relationships with customer stakeholders through consistency, transparency, and follow-through
• Guide customers from legacy, on-premise solutions toward modern SaaS offerings
• Identify and advance expansion and upsell opportunities aligned to customer needs and platform strategy
• Collaborate cross-functionally with Support, Product, Finance, Sales, and Engineering to move customer issues forward

Account Executive

• Build strong relationships with government leaders and drive a multi-million-dollar sales pipeline
• Close new business
• Create delighted and referenceable clients
• Work independently with a consultative, client centric, solution-oriented selling
• Coordinate Complex sales
• Attend industry trade shows and visit prospects in person to build relationships
• Demonstrate products to potential customers

• Manage a large portfolio of high-velocity customers primarily using digital channels to drive adoption and retention
• Proactively monitor product usage and health indicators to identify risk, trigger outreach, and surface expansion opportunities
• Execute (create and update) renewal contracts not automatically renewed and ensure contracts in place for all services and subscriptions in place
• Deliver product guidance and best practice recommendations to help customers achieve value quickly
• Be the escalation point for time-sensitive customer issues impacting renewals or satisfaction
• Oversee and escalate billing and collections issues
• Maintain accurate customer data, activity notes, and health status to support revenue forecasting
• Identify common customer issues and feedback trends, sharing insights to improve product, processes, and self-serve resources

Project Manager

Customer Success Manager

Project Manager

Account Executive

Customer Success Associate