Propelus

Customer Success Manager

• Own Customer Onboarding and Education: partner with Professional Services to guide new customers through onboarding and provide tailored education
• Proactive Relationship Management: build and maintain strong relationships with a portfolio of customers, acting as a trusted advisor
• Monitor Customer Health & Engagement: monitor and analyze usage metrics, customer health scores, and key data points; deploy playbooks to increase satisfaction and minimize churn
• Collaborate on Issue Resolution: partner with Customer Support to escalate critical issues, ensure timely resolution, and uncover recurring trends
• Drive Revenue Growth: guide customers through renewals and collaborate with Sales to identify upsell, expansion, and cross-sell opportunities
• Contribute to Team Success: exchange best practices, share insights, and contribute to team-wide goals

Customer Success Specialist

Accounts Payable

• Manage Accounts Receivable operations including daily AR activities, processing payments (ACH/checks), and maintaining records in Maxio and NetSuite
• Coordinate local deposits by visiting Jacksonville Beach office 2-3 times per week to process incoming mail and deposit checks at the bank or lockbox
• Drive customer collections and resolution by sending collection emails and partnering with Customer Success Managers to resolve outstanding balances and billing questions
• Provide billing support as primary point of contact for billing inquiries and proactively manage the billing inbox
• Maintain financial data integrity by monitoring Accounts Receivable aging, generating bi-weekly reports for management, and ensuring records are audit-ready
• Process Accounts Payable transactions assisting with three-way match and adherence to company policies
• Perform basic monthly reconciliations and assist with ad-hoc financial reporting as needed
• Support general finance and office administration including assisting with internal and external audits, handling incoming mail, and supporting People Operations administrative tasks

Customer Success Specialist

Accounts Receivable/Accounts Payable Specialist