• Collect and manage client financial data • Categorize transactions and reconcile accounts accurately • Maintain general ledgers and ensure data completeness • Adjust accounts as needed to resolve discrepancies • Conduct monthly reviews to ensure financial records are accurate and up to date • Finalize bookkeeping to produce reliable monthly financials • Maintain clean, organized client data for cross-team visibility • Serve as the primary point of contact for your assigned clients • Communicate via phone, email, and in-app messaging • Respond to daily inquiries and resolve bookkeeping issues • Proactively follow up to collect required documentation • Guide clients through financial reports and processes • Build strong, trust-based relationships with small business owners. • Identify potential issues in financial records and recommend solutions • Ensure compliance with bookkeeping standards and internal processes • Take full ownership of account accuracy and client satisfaction • Provide thoughtful recommendations to optimize client bookkeeping workflows • Work closely with your Team Lead to review portfolio progress • Share feedback to improve internal systems and service delivery • Collaborate with internal teams to enhance the customer experience • Contribute ideas to improve operational efficiency and product development.

• Collect and manage client financial data • Categorize transactions and reconcile accounts accurately • Maintain general ledgers and ensure data completeness • Adjust accounts as needed to resolve discrepancies • Conduct monthly reviews to ensure financial records are accurate and up to date • Finalize bookkeeping to produce reliable monthly financials • Serve as the primary point of contact for your assigned clients • Proactively follow up to collect required documentation • Guide clients through financial reports and processes • Identify potential issues in financial records and recommend solutions • Work closely with your Team Lead to review portfolio progress

• Be the primary point of contact and trusted advisor for our generator customers. • Build strong, proactive relationships with our UK generators —solving blockers, unlocking opportunities, and driving long-term value. • Identify gaps across the customer journey and design scalable, high-impact improvements. • Collaborate across Product, Ops, Sales, and Marketing to turn feedback and insight into action—fast. • Take the core customer success playbook and adapt for the generator customer; this includes strategic customer mapping, design and run playbooks, and optimise adoption and advocacy. • Travel to visit key accounts in field and deeply understand the pulse of the community. • Help define and measure what great customer experience looks like at tem—today and into 2026.

• Lead post-sales onboarding and customer engagement for Advarra’s Study Design products and services. • Ensure smooth activation, support customers’ readiness for data and platform capabilities, and drive early value realization. • Partner with commercial, Clinical Science, Ops and Product Teams to translate sold proposals into clearly defined scope of work, delivery approach, assumptions, dependencies and documented deliverables. • Validate feasibility of timelines, data inputs, and analytics prior to executive. • Lead end to end customer onboarding including implementation planning, configuration, data readiness, setup, and product adoption. • Manage multi-workstream customer projects by developing and maintaining detailed project plans, milestones, dependencies and risk across cross functional teams. • Drive data onboarding and validation of workflows and support customers in enabling platform capabilities, including Databricks based processes.