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reporting customer service project managementπ Description
- Quarterly data extraction from accounting docs and reports
- Ensure data is high-quality and timely for clients
- Provide front-line customer support for your segment
- Proactively follow up with clients during quarterly campaigns
- Engage with clients in real-time via phone or Zoom to resolve issues
- Document interactions to drive process improvements
π― Requirements
- Fluent in English; articulate technical concepts clearly
- Analytical skills with financial statements and KPIs
- Highly organized with strong attention to detail
- Client service mindset; diplomacy under pressure
- Adaptable; quick to learn new technologies
- Comfortable managing multiple data campaigns as projects
π Benefits
- Equity for all full-time roles
- Exceptional benefits
- Career growth opportunities
- Inclusive, equal opportunity employer
- Collaborative, mission-driven culture
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