Related skills
reporting salesforce excel claude cowork📋 Description
- Support day-to-day ops for Strategic Accounts with reporting and data checks.
- Partner with SAMs to process location adds, cancellations, and transfers accurately.
- Maintain Salesforce records: hierarchies, contacts, classifications, fields.
- Monitor deadlines across requests; keep stakeholders informed.
- Spot inefficiencies and escalate with context and data.
- Assist with ad-hoc projects for Strategic Accounts leadership.
🎯 Requirements
- 1+ years in account coordination, revenue ops, or partner-facing support.
- Strong written and verbal English communication.
- Strong organizational and problem-solving skills; multi-priority.
- High attention to detail and data accuracy.
- Analytical; comfortable with reporting tools; Salesforce/Claude Cowork/Excel a plus.
- Proactive, self-directed, fits a fast-paced remote-first env.
🎁 Benefits
- Remote-first environment.
- Work with Mindbody’s largest partners.
- Collaborative cross-functional team.
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