Momentive Software

Produce and facilitate virtual events by managing pre-event preparation, training presenters, troubleshooting technical issues, and ensuring quality audio and video, while maintaining strong client relationships through effective communication and...

• Understand and manage project scope as agreed with the client and ensure that it is fully executed by both MS and client • Communicate with clients to facilitate scheduling, training, and delivery of virtual events • Create and maintain required project artifacts including project schedule, training materials, project requirements documents, and presentations for various discussions • Effectively communicate project expectations and progress to our clients, team members, and executive team in a timely and clear manner • Continually strive to improve virtual event management processes by enhancing best practices and proactively identifying areas of improvement • Understand MS products and how platform updates will impact product set-up

• Produce Events (70%) • Work alongside the Virtual Events team to understand the clients’ vision of the event, manage pre-event preparation, live event facilitation, and post-event recording production • Assist with connecting and training presenters on the platform • Troubleshoot technical issues as they arise • Clearly and accurately read scripts publicly on live virtual events • Ensure quality audio and video for the live virtual event and recording • Create archive recordings to be used by the client for future trainings • Operational Support (30%) • Maintain accurate quality records and updated SOPs • Build strong client relationships through effective communication, professionalism, and adhering to established timelines

• Lead monthly, quarterly, and annual close processes, including preparing schedules, reconciliations, and supporting documentation • Prepare and review internal financial statements, management reports, and variance analyses for leadership • Ensure accurate and organized financial records in accordance with GAAP and company policies • Perform account analysis, investigate discrepancies, and implement solutions to maintain data integrity across accounting and reporting systems • Manage documentation for annual financial reviews or audits conducted by external accounting firms • Collaborate with FP&A and other departments to support cross-functional reporting, provide insights, and improve decision-making • Lead or participate in special projects, including process improvements, automation initiatives, and reporting enhancements • Mentor junior accountants and provide guidance on accounting best practices and compliance

• Own and manage a portfolio of SMB accounts. • Drive revenue growth by identifying, qualifying, and closing new business opportunities. • Serve as the primary point of contact for assigned accounts, building strong relationships with key stakeholders. • Collaborate with Customer Success, Marketing, Solution Engineering and Product teams to ensure customer satisfaction and retention. • Maintain accurate records in the CRM and provide regular reporting on pipeline, forecast, and performance. • Develop and execute strategic account plans to grow existing accounts. • Stay up-to-date on industry trends, competitor offerings, and product updates. • Other duties as assigned by manager.

• Provide MIP Accounting application support to clerks, auditors, staff accountants, CFOs, payroll and HR staff. • Able to interpret what an Accountant, CFO or Accounting Clerk is conveying and apply a consultative approach to address accounting application questions or issues. • Understanding of how accounting transactions flow into financial reports such as a balance sheet and/or statement of revenue and expenditures and identify report and/or transaction issues to assist with corrections. • Provide timely responses to customer service inquiries via product ticket system. • Work with customers to identify and replicate errors and defects through a variety of communication means to ensure resolution (phone/web/chat). • Collaborate with team members to provide resolutions to customer inquiries. • Provide customer feedback to support management through regular team meetings to ensure management keeps a pulse on customer needs and attitudes for decision making purposes. • Identify recurring service requests found in your support specialty and offer knowledge base articles or other solutions to reduce ticket volume via deflection or overall elimination of the issue. • Provide excellent customer service through a friendly yet empathetic tone, proactive and timely responses to maintain high customer satisfaction scores. • Answer product related how to questions for new and existing customers on the product you support through phone calls, web cases and chat as well as support the utilization of knowledge base available through the platform to ensure customer success in using the software. • Other duties as assigned.

• Leads and coordinates professional services for our existing and new client base. • Plays a critical role in driving the successful execution and completion of projects, leveraging agile and iterative methodologies. • Manages scope, cost, schedule, customer expectations, internal staffing and outside vendors, and contractual deliverable. • Prepares reports for upper management and customers regarding status of project. • Direct and manage project development timelines from beginning to end, under minimal supervision. • Lead effective planning and estimation activities for predictable delivery of critical outcomes. • Develop and maintain program and release plans, adapting to changing requirements and priorities while ensuring alignment with business objectives. • Regularly assess progress, monitor and identify risks and issues, and proactively address issues and risks to keep projects on track. • Prioritize initiatives and deliverables based on strategic goals, resource availability, and potential business impact. • Coordinate all activities within the project team to ensure that project tasks are completed on time. • Maintain required project documentation, per PMO processes. • Facilitate the adoption of agile methodologies within the project and client teams, promoting iterative development, continuous improvement, and adaptability. • Work closely with team leads to plan iterations, define user stories, and prioritize tasks for efficient project execution. • Remove obstacles and ensure the teams have the necessary resources and support to deliver high-quality results. • Encourage a test-and-learn culture that emphasizes data-driven decision-making and helps identify optimal solutions faster. • Lead development of measurable program objectives aligned directly with company goals. • Analyze project results to provide insights for continuous improvement and decision-making. • Provide timely updates to executive leadership and stakeholders on program status, achievements, and any potential roadblocks. • Clearly convey complex technical concepts to non-technical audiences, ensuring effective communication and understanding. • Successfully prioritize and execute tasks in a high-pressure environment. • Lead collaboration with product managers, business analysts, software engineers, and business stakeholders to gather requirements, define scope, and align priorities across multiple product domains and platform teams. • Foster effective communication and collaboration between Consulting Services teams and other departments to ensure seamless integration of data-driven insights into product development.

• Ability to think strategically, but also possess the creative, detail, and analytical skills to create plans, execute them, and measure the results • Possess project management skills, which means identifying risks and issues, setting expectations, and delivering a solution on schedule • Understand and help develop organizational and online community goals for our enterprise, small business, nonprofit, association clients • Make strategy, marketing, messaging and community platform configuration recommendations and updates based on these goals • Become an expert with our online community platform and execute on these recommendations using the community platform • Conduct client training so they understand the full capability of our platform and it suits the needs of the client • Consult client on up-to-date community best practices in their industry • Coordinate with clients and 3rd party teams, lead status meetings with a high attention to details, develop tasks and action items • Communicate effectively and develop strong relationships with clients • Manage, clarify, verify, and prioritize reported client issues for the Momentive Software Community support team for your clients • Lead and manage your own client list; become a trusted advisor and engagement specialist for our enterprise and non-profit organization clients • Lead and manage implementation projects of new clients through the launch of their community • Manage specific technical projects, project schedules, pace, input sessions, and milestones • Assist with ongoing community engagement and campaign activities, such as content editing and development, creating new community areas, driving participation, measuring and reporting on results • Identify opportunities for services and revenue-generating solutions • Assist with answering questions in a timely manner from community clients in The Loop • Contribute to the creation and updating of user guides, platform documentation, product release notes, and strategy/best practices for community management • Lead or contribute to recurring ‘Lunch and Learns’ and ‘office hours’ for our clients in The Loop

• Own corporate financial reporting and forecasts under supervision and help drive improvements to the process • Analyze financial data to identify trends and surface insights, not just report the numbers • Develop, maintain, and improve financial models for budgeting, forecasting, and ad hoc strategic analysis • Conduct variance analysis and drive improvement to forecasting tools • Collaborate with business leaders to gather, validate, and interpret financial data

• Perform at a high and hands-on level in the monthly, quarterly, and annual financial closing processes as it relates to revenue recognition and current standards • Review balance sheet reconciliations and handle documentation • Manage complex revenue recognition processes and reporting • Develop and update departmental policies and procedures • Assist in monthly, quarterly, and annual closings • Assist in preparation of financial statements and support as it relates to revenue accounting (US GAAP) • Manage and review the daily tasks of our Revenue Accountant located in India • Prepare sales commission deferral calculations and update/develop commission assumptions • Assist with ERP implementation • Other duties as assigned by manager