Administrative Assistant, Professional Services (part-time)
Position Summary
Primary Job Responsibilities
- Professional Services Administrative Support: Support the administrative tracking process for new client projects from the initial implementation welcome letter, through information gathering and data validation, to internal data presentation and external client email communication.
- Documentation: Develop, track and maintain accurate database information used to determine implementation scheduling and staffing decisions. Aid leadership in the development/updating of process documentation and professional services metrics.
- Stakeholder Communication: Serve as one of the primary points of contact for clients during the initial implementation welcome and staffing/resourcing phase. Communicate project staffing/resourcing needs internally and status externally, address concerns on either side, and elevate when necessary.
- Cross-Functional Collaboration: Collaborate with internal teams, including Sales and Professional Services, to ensure all client project information is organized, accurate, and validated to inform sound and timely resourcing decisions.
- Risk Management: Identify potential risks or challenges during the initial customer onboarding process and respond, resolve or elevate as necessary.
- Minimal travel expected (<10%)
Skills and Qualifications
- At least three years of prior professional-level administrative experience in an operations, software, engineering or related environment
- Excellent organizational and time-management skills are required
- Exceptional attention to detailed accuracy and the ability to effectively prioritize tasks
- Strong interpersonal skills and team-oriented mindset
- Minimum of associate’s degree; Accounting/Bookkeeping or IT experience is a plus
- Proficiency in Microsoft Office Suite
- Prior experience managing client onboarding/intake is preferred
- Familiarity with NetSuite and/or Smartsheet is advantageous
- Experience working with remote teams is a plus
About Netgain
Netgain is a US based, high-growth company of CPAs who have lived and breathed finance & accounting processes throughout our careers. We’re a mission-driven company, having established Netgain to create embedded SAAS ERP apps that delight and help accountants streamline their systems, so they can intelligently manage business challenges and meet accounting & compliance requirements.
We pride ourselves in offering:
- Strong professionals around you that will help to accelerate your growth
- Personalized success planning and cross-functional opportunities
- Continuous career development, actively encouraging and celebrating internal promotions
- Generous benefits including medical, dental, vision, 401K and PTO for full-time positions
We are proud to be an equal opportunity workplace and an affirmative action employer. As such, individuals are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic.