Teams at Raftelis

Oversee administrative operations across four offices and supervise five administrative professionals. Responsibilities include standardizing workflows, supporting corporate governance and compliance filings, coordinating board materials and shareholder meetings, managing retreats and client events, overseeing Charlotte office operations, handling vendors and budgets, and partnering with Finance, HR, Creative Services, and IT. The role requires strong communication, multi-office coordination, event planning, executive support, and proficiency with Microsoft Office and administrative technology.

Own the post-sale customer relationship from agreement development through onboarding, integration, enablement, adoption, retention, and expansion. Build and troubleshoot customer integrations, support users in complex environments, triage platform requests, provide product feedback, and create scalable documentation and playbooks. Initially operate as a solo customer success function reporting to the CTO, then build and lead a growing customer success team.

Provides financial analysis and consulting support to municipal utilities on financial planning, rate and fee setting, cost allocation, revenue forecasting, and bond feasibility studies. Builds Excel financial models, validates large datasets, analyzes usage patterns, prepares reports and presentations, communicates findings to clients, and supports business development. The role requires strong critical thinking, advanced Excel skills, effective communication, multitasking across projects, and occasional overnight travel.