MezTal

Business Development Rep

• Own and manage the full sales pipeline from initial contact through customer conversion.
• Conduct outbound and inbound outreach with prospective customers.
• Lead discovery conversations to understand customer needs and recommend appropriate solutions.
• Develop and execute follow-up strategies to maintain engagement throughout the sales cycle.
• Build long-term relationships with prospects while maintaining a consultative approach.
• Maintain accurate CRM records and ensure pipeline data is always up to date.
• Manage daily CRM activities, ensuring data accuracy and process consistency.
• Build and monitor sales dashboards, reports, and pipeline forecasts.
• Analyze conversion metrics and identify opportunities to improve sales performance.
• Recommend and test new sales processes and pipeline optimization strategies.
• Partner with the Marketing team to improve messaging, campaigns, and customer outreach.
• Provide feedback on lead quality and customer insights.
• Support customer segmentation and value proposition development.
• Represent the company at conferences, networking events, and industry meetings.
• Engage with prospective customers during events and manage post-event follow-up.
• Travel as needed to support business development initiatives.

Business Development Associate

Customer Success Manager

• Develop annual, quarterly and monthly CRM and email marketing plans aligned with business goals, including lifecycle mapping, segmentation and content.
• Work with Marketing staff to maintain accurate status on all active email and marketing projects.
• Manage end-to-end campaign delivery from concept and content briefing to setup, workflow automation, targeting, QA, and deployment.
• Utilize CRM data to segment audiences, build personalized journeys (welcome, nurture, drip, etc) and enhance customer experiences.
• Maintain vendor MSAs and SOWs and work with the marketing team to assess Email and CRM vendor performance on a regular basis. Ensure that Lifespace is receiving full value for the investment it is making.
• Manage marketing automation platforms to scale programs and improve efficiency.
• Implement A/B testing and analyze campaign performance to drive continuous improvement.
• Monitor KPIs, report on ROI and provide insights to optimize future campaigns and strategies.
• Partner with Sales, IT and Leadership for platform enhancements.
• Ensure adherence to data privacy regulations (GDPR, CAN-SPAM) and stay updated on industry trends.
• Create event landing pages and updates on website as requested.
• Perform other digital tasks as needed.

CRM and Personalization Manager

Accounts Payable

• Process accounts payable with a high level of accuracy, detail, and consistency across repetitive workflows.
• Order supplies and materials for the community, primarily supporting maintenance needs.
• Prepare and submit capital expenditure requests to capital partners for approval.
• Manage bill payment activities and ensure invoices are processed on time.
• Reconcile invoices, payments, and related financial records to maintain accuracy.

Accounts Payable Specialist

• Cultivate and maintain strong, collaborative relationships with senior living clients, demonstrating a deep understanding of their industry, challenges and goals
• Act as a trusted advisor, providing strategic guidance to help senior living communities thrive in the digital age
• Analyze industry trends and client data to create actionable plans that align with the unique objectives of senior living communities
• Collaborate with internal and external cross-functional teams to develop and execute comprehensive marketing strategies specifically crafted for the senior living sector
• Manage multiple senior living client accounts simultaneously, ensuring all projects are executed with sensitivity to the needs and preferences of each individual client
• Coordinate with internal teams to facilitate the seamless execution of campaigns that resonate with the senior living audience, support the clients’ brands and meet their marketing and business objectives
• Identify opportunities and recommend marketing strategy improvements
• Address challenges with a positive and solutions-oriented mindset, recognizing the importance of respecting client concerns
• Monitor and analyze key performance indicators (KPIs) and recognize and drive both internal and client discussions around potential issues before they become big problems
• Review regular performance reports and actionable insights with each client
• Educate senior living clients on emerging trends in digital marketing and help guide discussions around adoption of those trends to improve overall marketing performance
• Demonstrate the value of our services through clear and compelling communication, emphasizing the positive impact on their businesses
• Introduce new services to clients to expand our revenue

Senior Client Success Strategist, Marketing

• Build Meaningful Customer Relationships
• - Become a trusted partner throughout the customer journey.
• - Conduct proactive outreach, pulse checks, customer reviews, and strategic follow-ups.
• - Build long-term relationships focused on trust, engagement, and success.
• - Advocate for customer needs internally.
• - Create memorable customer experiences that drive loyalty and long-term partnerships.
• Drive Customer Success and Retention
• - Monitor customer health, engagement trends, platform usage, and adoption metrics.
• - Identify churn risks proactively and develop retention strategies.
• - Support customers in maximizing value and outcomes.
• - Manage escalations and difficult conversations with empathy and professionalism.
• - Improve customer engagement and long-term adoption.
• Support Customer Growth Initiatives
• - Identify opportunities to increase engagement and account expansion within existing customers.
• - Support renewals, customer development initiatives, upsell opportunities, and account growth efforts.
• - Contribute to customer retention and business growth metrics.
• - Help customers expand usage and maximize the value they receive from the platform.
• Collaborate Cross-Functionally
• - Partner closely with internal teams to improve customer outcomes.
• - Work collaboratively with Sales, Operations, Product, and Customer Success teams.
• - Gather customer feedback and identify improvement opportunities.
• - Support continuous improvement initiatives and scalable solutions.
• Build While Scaling
• - Help create and improve processes as the company grows.
• - Bring ideas, ownership, and initiative to improve customer experience.
• - Thrive in environments with change, ambiguity, and evolving priorities.

Customer Success & Growth Manager

Payroll

• Process bi-weekly payroll for multiple U.S. locations.
• Ensure payroll transactions are completed accurately and within established deadlines.
• Process payroll transactions related to new hires, terminations, pay rate changes, transfers, bonuses, and deductions.
• Maintain employee payroll records, tax forms, direct deposit authorizations, and related documentation.
• Support payroll corrections, off-cycle payments, retroactive adjustments, and final paychecks.
• Respond to employee and manager inquiries regarding pay, taxes, deductions, and timekeeping issues.
• Assist with garnishments, benefit deductions, retirement contributions, and other payroll withholdings.
• Monitor compliance with federal, state, and local U.S. wage and hour regulations.
• Support year-end payroll activities, including W-2 preparation and distribution.
• Generate payroll reports for management and accounting teams.
• Maintain strict confidentiality of payroll and employee information.
• Assist with payroll audits and special projects as needed.

Payroll Specialist

Accounting Manager

• Overseeing day-to-day accounting operations
• Supporting financial reporting, close, compliance, and internal control activities
• Maintaining the integrity of accounting records
• Managing the monthly close process
• Supervising accounting staff
• Ensuring compliance with company policies and U.S. GAAP
• Working closely with the Director of Finance to support internal controls, audit readiness, process improvements, and accounting system optimization.