Evolve Security

Client Partner

• Serve as the primary point of contact for assigned clients throughout active engagements, ensuring clients feel informed, supported, and confident in the delivery process.
• Manage client expectations, project scope, communication cadence, timelines, and deliverables in alignment with the Statement of Work.
• Own the client communication rhythm, including kickoff calls, status updates, project meetings, follow-ups, closeout conversations, and escalation communication.
• Partner closely with security engineers and delivery leaders to help ensure projects are delivered on time, within scope, and with a high-quality client experience.
• Build lasting relationships with client stakeholders by learning their business, communication preferences, priorities, and goals.
• Identify and escalate risks related to scope, schedule, responsiveness, client satisfaction, delivery expectations, or renewal health.
• Support client onboarding and project readiness by ensuring required information, access, documentation, and stakeholder alignment are in place.
• Support Quarterly Security Reviews, client check-ins, renewal preparation, and other client success activities as assigned.
• Identify opportunities to improve client satisfaction, deepen relationships, and strengthen the overall client journey.
• Recognize potential expansion, renewal, or additional service opportunities and communicate those insights to the appropriate internal stakeholders.
• Help improve internal processes, communication standards, project quality, and delivery consistency.

Client Success Manager

Accountant

• Manage accounts receivable and collections processes to ensure timely and accurate invoicing and cash application
• Manage accounts payable and vendor payment workflows, maintaining strong vendor relationships and payment accuracy
• Process payroll and perform related reconciliations to ensure employees are paid accurately and on time
• Calculate and administer sales commissions in coordination with Sales and Finance teams
• Perform daily and monthly cash reconciliations to maintain real-time visibility into cash positioning
• Lead the monthly accrual-based financial close process, ensuring deadlines and accuracy standards are met
• Prepare journal entries and account reconciliations in accordance with GAAP
• Maintain general ledger accuracy and supporting schedules
• Assist with financial reporting and month-end variance analysis for internal stakeholders
• Support annual audit and tax preparation processes in collaboration with external advisors
• Identify and help implement improvements to accounting workflows, internal controls, and documentation
• Collaborate cross-functionally with Finance, Operations, and Leadership teams to support strategic financial decisions

Client Success Manager

Senior Accountant