Implements and supports data solutions by assisting with deployment, configuration, testing, validation, documentation, and client collaboration to ensure successful delivery of data pipelines and tools.

Provide administrative and operational support to the sales team: prepare sales documents and proposals, manage contracts and Salesforce data, generate reports and forecasts, handle customer inquiries, coordinate travel and meetings, assist with invoice processing, and perform general calendar and event management.

The Customer Success Manager will enhance customer engagement, manage relationships, analyze data for insights, and optimize workflows to drive satisfaction and retention in mid-market portfolios.