VENZA

Customer Success Manager

• Act as the main point of contact for an assigned portfolio of customers.
• Deliver onboarding, training, and ongoing lifecycle guidance based on support tier.
• Handle tickets, live chat, and scheduled calls, resolving product and training questions.
• Review training, phishing, and risk dashboard data; highlight trends and recommend improvements.
• Monitor customer health, prepare Executive Summaries, and lead Quarterly Business Reviews.
• Work with Security Analysts, Penetration Testing, Engineering, and Sales to address risks and opportunities.
• Keep records and interactions up to date in Salesforce and follow internal processes.

Customer Success Coach

Payroll

• Manage multiple accounting systems (QuickBooks Online, Paylocity, SaaSOptics/Maxio, Bill.com, etc.)
• Enter accounts payable invoices, collect approvals, and reconcile vendors.
• Process annual 1099’s
• Create and post journal entries.
• Assist with other accounting projects and research requests.
• Account for related party transactions
• Assemble financial data for audits and internal review.
• Maintain orderly financial filing system.
• Maintain balance sheet reconciliations, building support documentation and schedules as needed for reconciliations.
• Prepare and create reporting as needed (i.e., system-generated reports such as Income, Statement, Balance Sheet) and use Excel to create reporting that is not system-generated
• Track, calculate, and report on monthly sales commissions
• Process biweekly payroll and manage employee expense reporting process. (Review hours worked, commissions, paid time off, and expense reports)
• Other duties and responsibilities as assigned

Customer Success Coach

Staff Accountant, GL, AP, Payroll