Job SummaryThe ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face.Responsibilities
Work cross functionally within the company to communicate with everyone
should Provide financial information to management by researching and analyzing accounting data; preparing reports. Prepares asset, liability, and capital account entries by compiling and analyzing account information
Make visits to our customers to identify opportunities for growth within our platform