Customer Success Administrator

Job location: Woburn, MA

Position Type: Part-Time


Company Summary

ByAllAccounts is the only provider of intelligent data aggregation for financial services companies and the platforms on which their businesses depend. We have more than a decade of experience in gathering and transforming complex financial account data from thousands of institutions.

This is an exciting time for the company as we are bringing new technology to the financial services market, our products are proven, our client list expanding, and we are growing!


We are looking for a Customer Success Administrator who will thrive in a fast-growing technology organization.

Job Summary

The Customer Success Administrator will provide administrative support to the Client Services team and work cross functionally as needed within the organization.  



  • Coordinate meetings and schedule conference calls as requested to support team
  • Develop and maintain case notes and status reports for requested customer base
  • Complete basic research for projects and presentations
  • Assist in follow-up with clients via email or phone
  • Prepare addendums for review and track for completion
  • Prepare reports for review and track status for completion
  • Perform data entry as requested within SalesForce and Sugar
  • Work collaboratively with team to ensure completion of projects and provide support as needed

Minimum Requirements:

  • Bachelors’ degree or equivalent
  • Excellent MS Office skills
  • Excellent verbal and written communication skills
  • Ability to work effectively both individually and within a team environment
  • Proven ability to prioritize work to meet multiple task deadlines
  • Enthusiasm for providing excellent customer care both internally and externally
  • General understanding as well as interest of the financial services space

Candidates will be required to pass criminal background and credit checks before hiring, as well as periodically thereafter and must have permanent U.S. work authorization to be considered. Interested candidates should send their resumes to