Customer Success Support Associate & Executive Assistant

Key Responsibilities:

(~5-20% of your day) Serve as an executive assistant to the Vice President/Founding Team Member

Schedule meetings and events with key clientele and internally

Assist in email prioritization

Inbox clean up

Email drafting

Organization

Schedule and coordinate personal appointments as needed

Providing assistance to management team members and executives as needed

Administrative tasks to support Enterprise teams, requesting legal contracts, and contribute to building out new processes

Travel to in person sales and support meetings and conferences (~0-2 times per month)

(~80-95% of your day) Serve as a Support Associate to the CS Team

Provide general operational support to the CS team

You will be challenged to learn Microsoft Excel at an in depth level to assist the team in reporting needs and help organize and maximize your efficiency

Leverage a Project Management software (Asana) to organize your work and help complete projects

Gain a strong understanding of the Prompt product and client onboarding processes

Ensure client onboarding projects are set up in a timely manner

Own all organizational tasks related to back end processes for client onboarding including:

Management of CRM

Assisting with client data transfer organization and communication

Onboarding slide decks

Onboarding project

Managing questions directed at onboarding team

Updating email templates

Coordinating client onboarding meetings

Other onboarding processes as they come up

Tracking Onboarding KPIs and data

Process Documentation

Collaborate with team members and management in recommending and implementing improvement opportunities

Project management of various ad hoc projects, able to work cross functionally to develop new processes that impact multiple departments

Identify areas of process improvement for client onboarding operations

Able to pivot quickly with changes to processes

Minimum Requirements:

Background and/or degree in physical, occupational, speech therapy industry

Proficient in a project management software

Highly organized and motivated by individual work and organizational tasks

Proactive, self-motivated and self-directed, with the ability to learn quickly and autonomously

Infrequency weekend availability as needed for customers who are going through a data transfer

Exceptional verbal and written communication skills

Comfortable holding people accountable and conveying the importance of project requirements to colleagues

Able to work in Hoboken in the office

Preferred (Nice-to-have) Qualifications:

Technical software skills/education

Project management skills/education

At least 1 year of experience in B2B SaaS implementation/onboarding/project manager or other similar field

Perks – What you can expect:

Competitive salaries

Remote/hybrid environment

Potential equity compensation for outstanding performance

Flexible PTO

Company-wide sponsored lunches

Company-paid disability and life insurance benefits

Company-paid family and medical leave

Medical, dental, and vision insurance benefits

Discounted pet insurance

FSA/DCA and commuter benefits

401k

Complimentary subscription to digital fitness classes and wellness content

Recovery suite at HQ – includes a cold plunge, sauna, and shower