Accountant Intern

Key Responsibilities

• Client Support: Assist account managers with onboarding new clients, resolving queries, and maintaining client satisfaction.

• Data Management: Update CRM systems (e.g., Salesforce, HubSpot) with client information, track interactions, and generate reports.

• Research & Analysis: Conduct market/competitor research to identify CX trends and opportunities for client growth.

• Meeting Coordination: Prepare agendas, take notes, and follow up on action items for client meetings.

• Cross-functional Collaboration: Work with sales, marketing, and product teams to align client needs with company solutions.

• Upsell Assistance: Identify potential upsell/cross-sell opportunities and draft proposals.

Qualifications

• Currently pursuing a degree in Business, Marketing, Communications, or related fields.

• Strong written/verbal communication skills.

• Organized with attention to detail and ability to prioritize tasks.

• Proficiency in Microsoft Office/Google Workspace; CRM experience is a plus.

• Curiosity about customer experience, SaaS, or startup environments.

• Self-starter attitude with a willingness to learn in a fast-paced environment.

Preferred Skills (Not Required)

• Familiarity with CX tools (e.g., Zendesk, Intercom).

• Basic data analysis skills (Excel/Google Sheets).

• Previous internship experience in account management or customer success.

What We Offer

• Mentorship: Learn from seasoned account managers and CX experts.

• Real Impact: Contribute directly to client success and company growth.

• Flexibility: Remote work options and adjustable hours for students.

• Networking: Connect with professionals in tech and CX industries.

• Future Opportunities: Potential for a full-time role post-internship.