Customer Success Manager

• Own a portfolio of accounts across multiple tiers; manage relationships, health, and outcomes end-to-end
• Lead structured onboarding and training for new clients, ensuring fast time-to-value and strong product adoption
• Monitor account health and proactively engage at-risk accounts before churn signals escalate
• Drive renewal conversations, negotiate contracts, and maintain a high net revenue retention rate
• Conduct regular check-ins and strategic touch points with key stakeholders
• Translate platform data into actionable use cases tailored to each client's business goals
• Maintain clean, up-to-date records in CRM (HubSpot/ChurnZero) — activity logging, health scores, and contact data
• Own upsell and expansion opportunities within your book of business end-to-end, from identifying growth potential to closing the deal

Junior Customer Success Manager – Consumer Trends SaaS

Account Executive

• Connect with prospective and existing clients through calls, emails, and follow-ups
• Learn about each client’s goals and provide personalized recommendations
• Support clients through onboarding and ensure smooth product setup
• Maintain accurate and detailed client records in CRM systems
• Conduct periodic check-ins to provide ongoing support and strengthen relationships
• Collaborate with internal teams to ensure client satisfaction and success

Sales

• Proactively reach out to clients and handle inbound inquiries.
• Discuss client goals and align solutions accordingly.
• Provide clear explanations of services and next steps.
• Track activity and maintain up-to-date records in CRM.
• Support retention efforts through ongoing communication.

Account Sales Specialist

Business Operations

• We're looking for a Business Operations Associate to cover a parental leave from approximately early/mid July through mid-November 2026. This is a temporary, full-time, fully remote role reporting directly to our CEO.
• You'll be stepping into an established set of systems and processes where your job is to keep things running smoothly. The ideal candidate is highly organized, independently operational, and comfortable context-switching between finance, HR, compliance, and general administration in a small startup environment.
• You'll work across four main areas:
• - Finance & Billing – managing invoicing, client follow-ups, and contractor payments
• - HR & People Ops – payroll coordination if needed, compliance, and team engagement
• - Legal & Compliance – triaging contracts, vendor forms, and maintaining SOC 2 compliance tasks
• - General Operations – vendor management, ad hoc administrative support for leadership
• **Key Responsibilities**
• **Finance & Billing**
• - Manage monthly billing cycle: client invoicing via Stripe, platform-based invoices (Coupa, Tradeshift, Tungsten), and accounts receivable follow-up
• - Process bi-weekly contractor payments via Justworks and Deel (US and international contractors)
• - Handle monthly vendor payments and reconciliation via Ramp Bill Pay
• - Support quarterly accounting review with transaction categorization
• - Manage MRR documentation and billing records in Airtable
• **HR & People Operations**
• - Process payroll actions and any benefits updates in Justworks/Deel (e.g., compensation adjustments, insurance changes)
• - Field HR-related questions from team members and escalate to leadership when appropriate
• - Manage birthday gifts and team engagement logistics (TryDays, team events, client gifts)
• - Support current HR processes & policy enforcement
• - Coordinate bi-monthly team event & team-wide HR communications
• **Legal & Compliance**
• - Triage inbound NDAs, MSAs, and vendor agreements, flagging items for leadership review and routing to appropriate signatories
• - Complete and submit vendor onboarding forms on behalf of Spate (W-9s, insurance certificates, banking details, etc.)
• - Maintain SOC 2 compliance tasks in Vanta: monitor monthly checklist items and flag any open tests or remediation items to the relevant team lead
• **General Operations & Administration**
• - Serve as the day-to-day operational point of contact for the team during the leave period

Business Operations Associate

Account Manager

Onboarding Specialist

• Serve as the primary virtual point of contact for new and incoming clients.
• Initiate outbound calls, emails, and messages to welcome and onboard clients.
• Engage in conversations to discover client needs and goals.
• Clearly explain service offerings and recommend next steps.
• Schedule follow-up calls or connect clients with the right team members.
• Maintain detailed and accurate client records in our CRM system.

Client Onboarding Representative

• Connect with new and prospective clients through outreach and follow-ups
• Learn about each client’s financial goals and challenges
• Present solutions that align with their needs and objectives
• Assist clients through onboarding and product setup
• Maintain detailed client information and activity logs in CRM tools
• Provide ongoing support through regular check-ins and service updates

Account Associate

Consultant

• Initiate outbound calls, emails, and messages to potential clients
• Respond promptly to inbound inquiries and guide clients through initial questions
• Engage in conversations to uncover client needs and goals
• Clearly explain service offerings and recommend next steps
• Schedule follow-up calls or connect clients with the right team members
• Log interactions and maintain accurate notes in our CRM

• Conduct outbound outreach and respond to inbound inquiries from potential clients.
• Qualify leads and identify opportunities to present relevant services.
• Guide prospects through the initial stages of the sales cycle, including needs assessment and product recommendations.
• Support clients through onboarding and ensure a smooth handoff to internal service teams.
• Maintain accurate tracking of leads, calls, emails, and conversions in the CRM.

Account Coordinator

Full-stack Engineer

• Lead software architecture, solution design, and technical decision-making for Power Platform applications
• Develop and implement solutions using Microsoft Power Apps, Power Automate, and Power Pages
• Design and configure integrations between Power Platform components and Azure Managed MS SQL databases, Azure Blob Storage, and file storage solutions
• Collaborate with Power Platform administrators to configure authentication and security using Azure Active Directory and Office 365
• Participate in Agile development activities including sprint planning, backlog refinement, sprint reviews, and retrospectives
• Guide development teams in coding, testing, deployment, and support activities
• Build responsive and user-friendly interfaces with Power Apps and Power Pages
• Create and maintain technical architecture and system documentation
• Mentor and support junior developers and provide technical knowledge transfer
• Ensure applications meet accessibility standards including ADA and WCAG 2.1 compliance
• Promote DevOps best practices and support automated build and deployment processes

Power Platform Software Architect

Platform Engineer

• Develop and maintain applications using Microsoft Power Platform technologies
• Contribute to application architecture and technical design discussions
• Configure and maintain integrations between Power Platform solutions and Azure Managed MS SQL databases, Azure Blob Storage, and file storage systems
• Work with administrators to configure authentication and user access through Azure Active Directory and Office 365
• Participate in Agile development activities including sprint planning, backlog refinement, sprint reviews, and retrospectives
• Design, build, test, and deploy Power Apps and Power Pages solutions
• Support product backlog activities, story sizing, and estimation exercises
• Create technical documentation and support knowledge transfer activities
• Assist in training end users and supporting production deployments
• Ensure applications follow UX best practices and accessibility standards

Power Platform Developer

• Initiate outbound calls, emails, and messages to potential clients
• Respond promptly to inbound inquiries and assist with initial questions
• Build rapport while identifying each client’s unique needs and objectives
• Clearly communicate service offerings and recommend appropriate next steps
• Schedule follow-ups or connect clients with the right internal team members
• Maintain accurate records of interactions and client notes in the CRM

Account Representative

• Initiate conversations with potential clients and respond to inbound inquiries.
• Understand each client’s unique goals, challenges, and decision-making process.
• Recommend tailored financial solutions based on client input and available data.
• Guide clients through onboarding, product selection, and service implementation.
• Maintain regular contact with clients to support retention and satisfaction.
• Communicate insights and client feedback to internal teams to help improve offerings.

Client Account Representative

• Initiate conversations with potential clients and respond to inbound inquiries
• Understand each client’s unique goals, challenges, and decision-making process
• Recommend tailored financial solutions based on client input and available data
• Guide clients through onboarding, product selection, and service implementation
• Maintain regular contact with clients to support retention and satisfaction
• Communicate insights and client feedback to internal teams to help improve offerings

Client Account Associate

• Conduct outbound calls, emails, and messages to engage potential clients
• Respond quickly to inbound inquiries and provide clear, helpful information
• Identify client needs through meaningful conversation and active listening
• Present Nuvant’s service options and recommend appropriate next actions
• Schedule follow-up appointments or connect clients with specialized team members
• Maintain detailed and accurate records of client interactions in our CRM system

Wix