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Supports Client Success Specialists by gathering, reviewing, entering, verifying, and maintaining confidential client financial and account data. Processes source documents, corrects database information, removes duplicate files, assists with secure third-party communications, and completes administrative onboarding tasks for new clients. Requires strong attention to detail, organization, confidentiality, data-entry accuracy, and proficiency with Microsoft Office and Excel.

Provides executive administrative and operational support to the Chief Revenue Officer and Growth organization. Responsibilities include calendar and travel coordination, meeting preparation, document and presentation support, project tracking, action-item follow-up, records management, reporting, CRM updates, and coordination of partnerships, conferences, webinars, and events. The role requires strong organization, communication, discretion, attention to detail, and proficiency with Microsoft 365 and related business software.