Rightworks

Account Executive

• Develop and execute a comprehensive territory plan to penetrate assigned markets
• Prospect and build a robust pipeline of new accounting and tax firms
• Maintain accurate and real-time updates to forecasts and CRM systems
• Generate leads and appointments with 50-75 outbound calls and 30-50 emails daily to defined market and territory
• Engage in business-level conversations with firm leaders to uncover pain points and strategic needs
• Position solutions that address application management, security, compliance, and firm growth challenges
• Represent the company at regional association events, tradeshows, and networking opportunities to generate leads and build relationships
• Consistently meet or exceed monthly, quarterly, and annual sales targets
• Drive aggressive growth within the assigned territory

Strategic Account Executive

Customer Success Manager

• Have regular contact and routine calls with cloud administrators and/or partners for an average of forty accounting firms
• Ensure the OneSpace Firm Premier experience is stable and consistent for their firms
• Communicate and work jointly with Rightworks internal teams to deliver resolutions to clients
• Walk clients through software, office, and staff changes
• Advise best practice for using and engaging with the Rightworks OneSpace Firm Premier product
• Additional tasks required to ensure the client has a positive experience

Client Success Manager

Product Manager

• Work closely with customers to deeply understand pain points, market challenges and opportunities
• Ensure that the product aligns with Product Strategy and has a clear path to deliver customer value iteratively
• Drive product discovery process to ensure new ideas are viable, desirable and feasible
• Define and monitor key performance metrics and the voice of customer feedback to assess the product's success and make data-driven decisions for improvements
• Collaborate closely with the Product Marketing team to craft compelling market messaging infused with strong value propositions that deeply resonate with our customer base and market
• Interact with partners as required, recognizing that our organization takes pride in its ability to harness the power of partnerships
• Manage a variety of stakeholders effectively through evolution of change finding opportunities to build trust, align on new terminology and deeply understand what is important to them

Security Operations

• Entry-level security monitoring role responsible for watching dashboards, triaging alerts, validating true positives, and escalating issues to Tier 2.
• Maintains clean intake logs, performs basic SIEM investigations (Sentinel/CrowdStrike), understands core alert types and network fundamentals, and follows strong communication and ticketing practices.

Associate SOC Analyst I

Cloud Engineer

• Providing first-level technical support for cloud servers, applications, and managed workstations within a Citrix environment
• Addressing a spectrum of technical issues involving servers, connectivity, networking, printers, applications, virtualization, security, and directory services
• Prioritizing client satisfaction by delivering a consistently positive service experience and resolving issues efficiently
• Serving as the initial point of contact for new support tickets or calls, identifying and troubleshooting client technical issues
• Diligently documenting all client interactions, incidents, and troubleshooting steps within our ticketing system to maintain clear and accurate records
• Contributing to the development and maintenance of our internal documentation, knowledge bases, and best practice guides, with a special emphasis on Citrix-based solutions
• Communicating technical information in a way that is understandable to both technical and non-technical clients, ensuring clarity and client confidence
• Escalating complex client issues to higher-level support teams with detailed context for further investigation and resolution
• Employing Citrix management tools to oversee and administer virtual applications and desktops

Cloud Service Technician

• Develop and execute a comprehensive territory plan to penetrate assigned markets.
• Prospect and build a robust pipeline of new accounting and tax firms.
• Maintain accurate and real-time updates to forecasts and CRM systems.
• Engage in business-level conversations with firm leaders to uncover pain points and strategic needs.
• Position solutions that address application management, security, compliance, and firm growth challenges.
• Represent the company at regional association events, tradeshows, and networking opportunities to generate leads and build relationships.
• Consistently meet or exceed monthly, quarterly, and annual sales targets.

Account Executive, Mid-Market

Sales

• Recruit, coach, and develop a high-performing team of Account Executives
• Foster a culture of accountability, collaboration, and continuous improvement
• Conduct regular pipeline reviews, forecast updates, and performance evaluations
• Define and implement strategies to penetrate new markets and achieve revenue goals
• Support reps in building territory plans and executing prospecting strategies
• Monitor KPIs and ensure alignment with organizational objectives
• Oversee team participation in association events, tradeshows, and networking opportunities
• Build relationships with key industry stakeholders to enhance brand presence
• Ensure accurate and timely reporting of forecasts and sales metrics
• Collaborate with marketing, product, and customer success teams to optimize go-to-market efforts