Everflow

Accounts Payable

• Ability to be a front-line account manager from a relationship and technical perspective
• Develop expertise with new products and features and be able to evangelize them with clients
• Provide client feedback to internal teams
• Help onboard new clients including training
• Identify growth opportunities with customers, develop and implement solutions to achieve revenue expansion goals
• Define and improve the current process
• Creating and maintaining the Everflow Pay helpdesk, webinars or any other documentation
• Assisting clients in setting up our Managed Payments services and executing on customer’s payment cycles.
• Leveraging different payments solutions not limited to Everflow Pay, Tipalti, and Veem to collect funds into these wallets from clients and then send payments out to payees in a timely manner.

Client Accounts Payable Specialist

• Ability to be a front-line account manager from a relationship and technical perspective
• Develop expertise with new products and features and be able to evangelize them with clients
• Provide client feedback to internal teams
• Help onboard new clients including training
• Identify growth opportunities with customers, develop and implement solutions to achieve revenue expansion goals
• Define and improve the current process
• Creating and maintaining the Everflow Pay helpdesk, webinars or any other documentation
• Assisting clients in setting up our Managed Payments services and executing on customer’s payment cycles
• Leveraging different payments solutions not limited to Everflow Pay, Tipalti, and Veem to collect funds into these wallets from clients and then send payments out to payees in a timely manner.

Accounts Payable Specialist

Customer Success Manager

• Manage and maintain our HubSpot CRM, including fields, objects, workflows, automations, and integrations
• Create and optimize reports, and dashboards to drive visibility and performance
• Clean and maintain data quality across our systems
• Serve as the go-to resource for the sales team across all sales tools - answering questions, troubleshooting issues, providing training, and ensuring everyone can work efficiently with our tech stack
• Use Clay to build and enrich prospect lists, clean and validate lead data, and seamlessly upload into our CRM
• Collaborate with sales leadership to identify process improvements and implement solutions

CRM Administrator, HubSpot

Solutions Engineer

• Partner with Account Executives to scope complex integrations for prospects, creating visual and written workflows to align Sales, Onboarding, and Account Management.
• Lead initial setup and testing calls with new clients to ensure seamless implementation and a rapid "time-to-value."
• Act as the dedicated technical lead for enterprise clients, providing advanced troubleshooting and specialized training for their third-party and proprietary system integrations.
• Collaborate with Support, Account Management, and Engineering to diagnose, escalate, and resolve critical technical issues.
• Participate in product testing and provide feedback to the Product and QA teams while maintaining updated internal technical documentation and FAQs.

Everflow

Client Accounts Payable Specialist

Accounts Payable Specialist

CRM Administrator, HubSpot

Technical Solutions Manager

Revenue Operations Analyst

Sales Systems Administrator

Sales Operations