Momentive Software

Support Engineer

• Quickly and effectively support clients by responding to client’ technical questions as outlined by our SLAs
• Point of escalation for Technical Support Agents
• Effectively identify system bugs, communicate details to the Engineering Team, manage client expectations, and communicate progress & resolutions to our clients
• Understand product updates and proactively support clients when an update will affect their site / user workflow
• Ensure product feedback is being submitted to the Product Team in a timely and detailed manner for both product improvements
• Join daily and weekly support team calls/stand-ups
• Host Technical Support Advisor Office Hours, answering clients’ questions
• Review and contribute to product documentation based on client and internal feedback
• Proactively help clients implement new features
• Work with the support team to identify end-user issue trends and collaborate to remedy
• Own updates of Salesforce Account for client details & contacts
• Serve as the Subject Matter Expert (SME) for Crowd Wisdom, providing guidance and support to internal teams
• Develop and refine reports for clients using the report builder, ensuring data accuracy and actionable insights
• Manage technical relationships alongside the CSMs with Enterprise clients, participating in bi-monthly calls to provide technical expertise, address concerns, and drive client success.
• Partner with CSMs to reduce churn and solve client friction points
• Work closely with CSMs to identify trends in client feature requests
• Listen for signs of churn and reach out to CSM
• Communicate upgrades/issues to CSM with the lowest friction to the client
• Assist the CSMs with technical requests that are escalated from calls and interactions with clients
• Identify upsell/cross-sell opportunities
• Continually strive to improve Technical Support Analyst processes by enhancing best practices and proactively identifying areas of improvement
• Identify gaps in developed processes in our handbook and help desk in Salesforce
• Collaborate to get new and updated support documentation published
• Update support documentation (handbook/help desk – Salesforce)
• Other duties as assigned.

Technical Support Advisor

Accounting Manager

• Provide strategic leadership and operational oversight for the company’s accounting function
• Manage a team and oversee key areas including Payroll, Accounting Systems Administration, Policies & Procedures, and Internal Controls
• Lead, mentor, and develop a team of accounting professionals, fostering a culture of accountability, collaboration, and continuous improvement
• Oversee end-to-end payroll operations, ensuring accurate, timely, and compliant payroll processing across applicable jurisdictions
• Provide strategic oversight and leadership for accounting, financial reporting, accounts payable and expense management systems
• Establish, maintain, and continuously improve accounting policies and procedures in accordance with US GAAP and company standards
• Design, implement, and maintain a strong internal control environment to support financial accuracy and risk mitigation

Senior Director, Accounting

• Provide MIP Accounting application support to clerks, auditors, staff accountants, CFOs, payroll and HR staff.
• Provide timely responses to customer service inquiries via product ticket system
• Work with customers to identify and replicate errors and defects through a variety of communication means to ensure resolution (phone/web/chat)
• Collaborate with team members to provide resolutions to customer inquiries
• Provide customer feedback to support management through regular team meetings to ensure management keeps a pulse on customer needs and attitudes for decision making purposes
• Identify recurring service requests found in your support specialty and offer knowledge base articles or other solutions to reduce ticket volume via deflection or overall elimination of the issue
• Provide excellent customer service through a friendly yet empathetic tone, proactive and timely responses to maintain high customer satisfaction scores
• Answer product related how to questions for new and existing customers on the product you support through phone calls, web cases and chat as well as support the utilization of knowledge base available through the platform to ensure customer success in using the software
• Able to interpret what an Accountant, CFO or Accounting Clerk is conveying and apply a consultative approach to address accounting application questions or issues
• Understanding or aptitude to learn how accounting transactions flow into financial reports such as a balance sheet and/or statement of revenue and expenditures and identify report and/or transaction issues to assist with corrections.

MIP Associate Support Analyst

Sales Engineer

• Prepare and deliver effective, high-volume product demonstrations tailored to customer requirements.
• Assess customer needs by collaborating with prospects, customers, and internal teams.
• Work closely with the Sales team to provide technical expertise and sales support for opportunities on a 90-day (or less) sales cycle.
• Maintain deep understanding of industry trends, competitive products, and emerging technologies.
• Serve as a point of coordination for demo scheduling and pre-demo preparation.
• Provide product training during evaluations or pilot engagements.
• Document customer feedback and relay insights to Product Management.
• Support the creation, curation, and refresh of demo videos and demo environments, ensuring data cleanliness and functional readiness.
• Participate in RFP responses and address technical follow-up questions.
• Troubleshoot and resolve demo or environment-related issues.
• Assist with customer escalations as needed.

Customer Success Manager

• Proactively manage portfolio of assigned clients through health checks measuring adoption, usage, and success.
• Handle contract renewal process and expansion of both software and service.
• Achieve targeted KPIs including client renewals, platform usage, and positive NPS.
• Build relationships with assigned clients and act as their internal voice.
• Manage client expectations through clear communication and anticipating roadblocks.
• Consistently log all client interactions and activities in Salesforce.
• Identify upsell and cross-sell opportunities to increase annually recurring revenue (ARR).
• Analyze and provide data/metrics on account statuses, trends, and client health.
• Report findings to management and internal teams.
• Capture and share client feedback cross-functionally.
• Lead strategic initiatives with product and development teams for enterprise requirements.

Senior Client Success Manager

Account Executive

• Identifying and reaching out to potential clients to generate new business opportunities.
• Achieving or surpassing quota target while contributing to overall company revenue and growth
• Spearhead negotiations, address objections, and close deals, ensuring mutually beneficial terms for both the client and the company
• Conduct product demonstrations onsite or remote (with assistance from our Sales Engineering team) to prospective customers
• Stay up-to-date on industry trends, competitor activities, and market conditions to better serve clients and strategically position offerings
• Maintain, increase and maximize the sales volume of accounts and market share by developing sales strategies for various contacts and prospect using analysis and account penetration strategies
• Maintain accurate record keeping of all sales activities in Salesforce and Salesloft.com
• Perform in-depth research on the assigned territory, analyzing market conditions, industry trends, customer demographics, and competitor landscape
• Coaches junior reps, shares best practices

Senior Account Executive

Customer Support

• Provide timely responses to customer service inquiries via product ticket system
• Work with customers to identify and replicate errors and defects through a variety of communications means to ensure resolution
• Collaborate with team members to provide resolutions to customer inquiries
• Provide customer feedback to support management through regular team meetings to ensure management keeps a pulse on customer needs and attitudes for decision making purposes
• Identify recurring service requests found in your support specialty and offer knowledge base articles or other solutions to reduce ticket volume via deflection or overall elimination of the issue
• Provide excellent customer service through a friendly yet empathetic tone, proactive and timely responses to maintain high customer satisfaction scores
• Train new and existing customers on the product you support through phone calls and email, as well as support the utilization of knowledge base available through the platform to ensure customer success in using the software
• Other duties as assigned.

Customer Support Specialist

Sales

• Provides leadership to the sales organization and develops the overall sales strategy, operational plans and processes that drive revenue growth and accomplish financial objectives.
• Establishes and implements processes, tools, and structures to support the sales organization's operations.
• Oversees goal-setting processes for all levels of the sales organization and uses data and technology to measure and monitor sales processes, identify issues, and enhance performance.
• Creates capabilities to effectively analyze the business environment, identify and understand competitors, and retain and expand the customer base.
• Collaborates with internal stakeholders to identify market needs and innovate new products.
• Builds effective sales and support teams with recruiting, mentoring, and development programs.
• May personally participate in or negotiate strategic or high-value sales.
• Manages a business unit, division, or corporate function with major organizational impact.
• Establishes overall direction and strategic initiatives for the given major function or line of business.
• Has acquired the business acumen and leadership experience to become a top function or division head.

SVP, Association Sales

Marketing Operations

• Serve as the CRM integration SME—advising marketing, sales, and RevOps stakeholders on best practices for data structure, field governance, and system workflows.
• Own the configuration and ongoing optimization of integrations between HubSpot, Salesforce, and related martech platforms (routing tools, enrichment systems, ABM tools, and analytics platforms).
• Maintain field mappings, object relationships, and data sync rules to ensure accurate and reliable data flow across systems.
• Monitor and resolve sync errors, restricted picklist issues, workflow conflicts, and API-related failures.
• Oversee the development and maintenance of scalable automated workflows supporting lead lifecycle, scoring, segmentation, and routing.
• Partner with campaign managers and RevOps to ensure workflows align with GTM objectives and support accurate tracking and attribution.
• Implement data normalization and enrichment strategies to improve segmentation and reporting capabilities.
• Act as a strategic consultant to cross-functional partners on integration dependencies, field design, and system-level impacts of new processes.
• Champion operational efficiency and data quality, promoting best practices across the marketing and sales organizations.
• Stay current on HubSpot, Salesforce, and martech ecosystem capabilities—proactively identifying enhancements for integrations, automation, and reporting.
• Process email campaign requests from the Integrated Marketing team.
• Identify appropriate contacts for each campaign and build segmentations.
• Analyze previous campaign to identify high engagement trends and send time optimization windows by audience segmentation; make this reporting available to Marketing leadership.
• Support Marketing Operations, Demand Generation, and RevOps teams with Lead routing configuration and testing, Data cleanup and enrichment requests, Form field and object structure updates, and Lifecycle, scoring, or segmentation enhancements.