Catena

Bookkeeper

• Record and categorize daily financial transactions
• Maintain general ledger and chart of accounts
• Prepare journal entries and maintain documentation
• Ensure accuracy, consistency, and confidentiality of financial records
• Reconcile bank, credit card, and merchant accounts
• Identify and resolve discrepancies promptly
• Maintain reconciliation schedules and supporting files
• Process vendor bills and manage payment schedules
• Maintain vendor records and AP aging
• Ensure invoices are accurate and properly approved
• Issue customer invoices and track collections
• Apply payments accurately
• Monitor AR aging and follow up on overdue balances
• Support month-end close activities
• Prepare basic financial statements (P&L, Balance Sheet)
• Generate reports for internal review
• Support payroll processing and recordkeeping (Client-Dependent)
• Organize documentation for tax preparation and compliance
• Assist external accountants or CPAs as needed

Customer Support

• Establish and maintain strong relationships with assigned clients, becoming their trusted point of contact
• Understand clients' business goals, challenges, and needs through regular discovery and consultation
• Act as strategic partner offering proactive solutions aligned with client objectives
• Communicate regularly with clients via email, phone, video conferences, and other channels
• Provide guidance on how clients can best utilize solutions to meet their specific needs
• Build rapport and ensure clients feel valued, supported, and heard throughout their journey
• Handle incoming inquiries, support tickets, and scheduling requests promptly and professionally
• Assist new clients during onboarding, ensuring smooth implementation and setup
• Provide education and training on product features, benefits, and best practices
• Conduct product training sessions to ensure clients are proficient in using offerings
• Guide clients through initial setup with clarity about services, procedures, and expectations
• Facilitate enrollment and verify that all documentation is accurate and complete
• Monitor early adoption patterns and provide proactive support during critical first 90 days
• Ensure clients achieve early wins and understand value proposition clearly
• Monitor and analyze client usage data to identify trends, opportunities, and potential issues
• Identify opportunities for upselling or cross-selling additional products or services
• Collaborate with sales teams to explore potential growth avenues and expansion opportunities
• Track and report key performance metrics related to client success and engagement
• Proactively address underutilization or engagement drops before they lead to churn
• Present business reviews showcasing ROI, usage insights, and recommendations
• Drive account expansion through strategic consultation and value demonstration
• Act as liaison between clients and internal teams (product, engineering, operations, billing) to resolve issues
• Troubleshoot technical problems and escalate concerns appropriately while maintaining client confidence
• Ensure timely and satisfactory issue resolution to maintain client satisfaction
• Partner with Care Operations, Revenue Operations, and other teams to optimize workflows
• Work cross-functionally to address client needs and remove barriers to success
• Advocate for clients internally, ensuring their voice influences product and process decisions
• Maintain up-to-date client interaction records in CRM and management systems
• Gather client feedback to help improve products, services, and internal processes
• Create and maintain reports on client success metrics and KPIs
• Identify opportunities to improve internal workflows and contribute to operational efficiency
• Support compliance requirements (HIPAA in healthcare contexts) and maintain confidentiality
• Document best practices, success stories, and lessons learned for team knowledge sharing

Customer Service Representative

SEO Marketing

• Oversee a team of SEO writers
• Refine tone and accuracy of content
• Edit both human and AI-generated drafts for clarity and consistency
• Maintain brand voice guidelines per client
• Align writing with keyword strategy, topical depth, and internal-linking goals
• Ensure every published piece meets editorial and technical SEO standards, on deadline, across several content calendars

SEO Copy Editor

QA Automation Engineer

• Build and own the AI-powered systems that create leverage for the investment team and portfolio companies
• Work with internal tooling for the investment team — outreach automation, cap table modeling, AI-driven memo generation
• Gather requirements from founders and ship working systems independently
• Maintain a defined backlog of automation opportunities across internal investment operations and portfolio company deployments

AI Automation Engineer

Operations

• Work with hands-on ownership of Amazon FBA replenishment and inventory planning across fulfillment centers
• Manage restock recommendations, inbound shipments, warehouse coordination, and operational risk monitoring
• Build operational fluency, scope expands into executive operations support, cross-department coordination, KPI oversight, process optimization, and eventual leadership responsibilities

FBA Operations Coordinator

• Own the full project lifecycle from client intake to final delivery
• Partner directly with clients to translate goals into briefs, timelines, and milestones
• Build and rebalance production schedules across editors and photo/video crews
• Run QC reviews on audio, color, exposure, pacing, and platform specs
• Standardize SOPs to lift throughput and consistency
• Ensure projects ship on time, on spec, and on brief

Operations Manager

Account Manager

• Act as an operational point of contact for assigned partners, managing day-to-day requests, follow-ups, and coordination to ensure responsiveness and continuity.
• Execute onboarding actions, campaigns, placements, promotions, and launches according to agreed commercial terms and established playbooks.
• Coordinate with Content, Product, SEO, Finance, and Marketing teams to ensure initiatives are implemented accurately and on schedule.
• Maintain trackers and monitor performance indicators, surfacing anomalies or risks, and proposing next steps to the Director, Head, or relevant Lead in a timely manner.
• Maintain accurate partner records, agreements, and updates in CRM and internal systems to support reliable reporting and continuity.
• Support payment follow-ups, verify implementation accuracy, and escalate discrepancies promptly to protect payment timelines and reporting accuracy.
• Provide operational coverage across partner accounts when required to ensure uninterrupted partner support across the Commercial Partnerships team.

Commercial Partnerships Manager

Data Engineer

• Design and develop data pipelines using Python (PySpark), applying best practices for performance and reliability.
• Ingest and integrate (real-time, batch) diverse data sources into the data lake, ensuring data quality and accuracy.
• Maintain data models and the overall data estate codebase.
• Daily monitoring and operations on cloud data platforms (primarily Azure/Microsoft Fabric).
• Monitor data processes, pipelines, troubleshoot issues, and support daily data operations.
• Collaborate with engineers, analysts, and business stakeholders; support ad hoc data analysis requests.
• Drive continuous improvement through training and self-development.
• Any other ad hoc tasks that may be required by the business from time to time.

Project Manager

• You will help streamline post-client-meeting workflows by ensuring action items are captured, assigned, and completed efficiently.
• You will improve operational visibility and accountability through strong project coordination and Asana management.
• You will reduce leadership administrative workload by taking ownership of recurring billing, scheduling, and operational tasks.
• You will support strong client relationships through timely, accurate, and professional communication.
• You will contribute directly to operational efficiency by proactively identifying workflow improvements and implementing repeatable systems.
• You will help create measurable time savings for leadership by reducing operational bottlenecks and follow-up gaps.
• Review client meeting recordings and capture all action items with clear ownership, deadlines, and context.
• Organize and manage tasks within Asana to ensure visibility and accountability across the team.
• Follow up proactively on deliverables before deadlines slip.
• Escalate blockers, ambiguities, or risks with clear recommendations.
• Coordinate project workflows across leadership and internal stakeholders.
• Manage recurring administrative workflows including scheduling, calendar coordination, email organization, invoicing, and travel support.
• Build and document lightweight SOPs for recurring operational processes.
• Identify operational inefficiencies and proactively recommend solutions.
• Provide occasional light personal support tasks when needed.
• Maintain organization across communications, calendars, and internal operations.
• Manage recurring billing and client payment tracking workflows.
• Reconcile client hours, invoices, and operational records accurately.
• Monitor outstanding balances and proactively flag discrepancies.
• Maintain repeatable weekly and monthly operational billing processes.
• Support leadership reporting related to operational and billing activities.
• Draft client-facing emails and responses aligned with leadership tone and communication style.
• Coordinate routine client follow-ups and status updates.
• Support external communication across Zoom, Teams, Google Meet, and email platforms.
• Escalate sensitive or complex client issues appropriately.
• Maintain high standards of professionalism and responsiveness.
• Support reporting, tracking, and documentation tasks using Microsoft Office tools.
• Maintain operational spreadsheets and trackers in Excel.
• Build simple reporting systems or tracking tools when needed.
• Assist with operational documentation and process organization.

Operations & Project Management Associate

• Execute high-volume backend operational workflows across customer accounts
• Upload and manage customer documentation within the platform
• Update appointment reminders and operational system records
• Process operational tickets submitted by the Customer Success team
• Maintain accuracy and consistency across operational data workflows
• Collaborate with operations leadership to map customer workflows
• Document repeatable operational processes and SOPs
• Maintain and update internal documentation as workflows evolve
• Identify repetitive operational tasks suitable for automation
• Surface automation opportunities to engineering stakeholders
• Support operational efficiency improvements through workflow analysis
• Utilize basic automation tools or scripting where applicable
• Coordinate ticket intake from Customer Success teams
• Communicate operational updates asynchronously across teams
• Partner with engineering teams on automation handoffs

Operations Manager – PropTech SaaS

• Process, enter, and route vendor invoices accurately through Bill.com
• Manage vendor B2B portals and reconcile invoiced quantities against warehouse receiving reports
• Coordinate payment prioritization and approval workflows with leadership
• Maintain a clean and organized AP inbox with consistent follow-through
• Prepare and distribute AP summary reports for leadership review
• Perform daily and weekly transaction categorization in QuickBooks Online
• Reconcile bank accounts, credit card statements, and payment processor activity
• Match cash payout data against D2C, marketplace, and wholesale sales records
• Maintain accurate and organized financial records across multiple channels
• Execute month-end close processes independently and on schedule
• Prepare reconciliation packages and supporting documentation for CFO review
• Investigate and resolve discrepancies proactively ahead of close deadlines
• Improve close efficiency, accuracy, and reporting consistency over time
• Navigate multiple systems including QuickBooks Online, Bill.com, inventory systems, and vendor portals
• Identify sync issues, workflow inefficiencies, or process gaps proactively
• Support future AP system migrations and operational improvements
• Document workflows and build scalable SOPs
• Maintain responsive communication with founders and finance leadership
• Participate in periodic coordination calls with external CPA partners
• Escalate issues proactively and provide timely operational updates

Senior Bookkeeper, AP Specialist – Finance and Accounting

Accountant

• Maintain accurate and audit-ready financial records across multiple solar project entities.
• Streamline accounting and asset management processes, improving efficiency and reducing errors.
• Support leadership with administrative and operational tasks to enable strategic focus.
• Ensure timely reporting to lenders, auditors, and regulatory authorities.
• Contribute to the long-term financial health and operational discipline of the organization.
• Manage full-cycle accounting for multiple project entities, including journal entries, AP/AR, reconciliations, and general ledger maintenance.
• Support monthly, quarterly, and annual closes, including accruals, depreciation, and fixed asset management.
• Prepare financial statements and reports for ownership, lenders, and auditors.
• Reconcile bank, cash, and intercompany accounts and investigate discrepancies.
• Maintain project bank accounts and execute routine disbursements for O&M, leases, utilities, insurance, and taxes.
• Coordinate regulatory and organizational filings (LLC reports, REC retirements, compliance notices).
• Serve as liaison with utilities, O&M providers, and other project counterparties.
• Assist leadership with marketing, proposals, prospecting, and general operational tasks.

Accountant, Asset Manager – Renewable Energy

Sales Development Rep

• Identify and prospect target accounts including distributors, sub-distributors, enterprise companies, and healthcare providers
• Research and qualify new B2B accounts, medical practices, and Fortune 1000 companies using LinkedIn, Apollo, Sales Navigator, and other tools
• Execute high-volume outreach through email, phone, LinkedIn, and multi-channel campaigns to secure discovery calls and meetings
• Build targeted prospect lists based on ideal customer profiles and strategic priorities
• Break through gatekeepers and reach key decision-makers including executives, directors, and procurement teams
• Use prospecting tools (Apollo, Instantly, Halo) to build and manage efficient outreach campaigns
• Maintain detailed prospect information and engagement records within CRM systems
• Generate qualified pipeline meeting volume targets and conversion benchmarks
• Book qualified meetings for sales teams with decision-makers and high-intent prospects
• Close booked calls with warm leads who have demonstrated interest and qualification
• Engage potential clients through professional, persuasive communication
• Own and manage sales pipeline with diligent follow-up after calls and outreach
• Maintain consistent engagement with assigned accounts to strengthen long-term B2B relationships
• Ensure accurate CRM data entry for all outreach activities and engagement metrics

Sales Development Representative

Customer Success Manager

• Serve as the primary point of contact and trusted advisor for clients
• Ensure client satisfaction, engagement, and long-term success with company products and services
• Build strategic relationships and drive product adoption
• Identify growth opportunities and act as a liaison between clients and internal teams
• Shape client retention, satisfaction, and revenue growth
• Provide strategic guidance and monitor usage patterns for product improvements
• Assist new clients during onboarding and provide education on product features
• Monitor and analyze client usage data to identify trends and opportunities
• Present business reviews showcasing ROI and recommendations for account expansion
• Maintain up-to-date client interaction records and gather feedback to improve services

Executive Assistant

• Manage executive calendars, inboxes, and priorities to ensure maximum productivity (aim for inbox zero)
• Draft, proof, and send professional internal and external communications on behalf of leadership
• Prepare meeting briefs, agendas, and follow-ups ensuring executives are always context-ready
• Coordinate meetings with internal and external stakeholders across multiple time zones
• Manage task lists and close 90%+ of delegated items within 48 hours
• Track deadlines, commitments, and action items to ensure timely execution
• Maintain proactive oversight of ongoing projects to ensure on-time delivery
• Maintain dashboards and documentation in Notion, Asana, and other internal tools
• Create, update, and refine SOPs to improve consistency and operational efficiency
• Build structure around recurring workflows through automation and process mapping
• Monitor task completion and reduce recurring errors or missed deadlines
• Streamline recurring workflows and support cross-functional operational processes
• Facilitate team communication, shared workspaces, and progress tracking systems
• Support operations including vendor coordination and task management
• Own complex calendar management including internal meetings, external calls, and priority-based scheduling
• Coordinate and book travel arrangements (flights, hotels, transportation) with detailed itineraries
• Handle inbox triage: flag urgent messages, draft replies, file emails, and ensure nothing slips through
• Support legal and administrative documentation (routing forms, signatures, deadline tracking)
• Coordinate personal appointments, reservations, and occasional household/vendor support as needed
• Protect executive time by managing schedule conflicts and ensuring adequate focus time
• Conduct industry, competitor, and market research to support executive decision-making
• Compile concise briefs, summaries, and actionable insights from research
• Manage internal communications such as weekly team updates and stakeholder notes
• Research new tools and AI automations to improve operational speed and accuracy
• Support reporting on performance metrics, market trends, and strategic opportunities
• Identify potential issues early and propose proactive solutions
• Assist with special projects including light due diligence and business development initiatives