Junior Client Success Analyst - B2A & Ops Focus

Lever, Inc.; Utah; Remote; USD 42,000 - 62,000; Full time

Job summary

RainFocus, based in Utah, seeks a detail-oriented Junior Client Success Specialist to support B2A artifacts and CS operations. You will create, maintain, and audit B2A documentation, while ensuring workflow accuracy and consistency across client accounts.

The role emphasizes organizing assets, performing regular audits, and assisting with reporting. A Bachelor’s degree or equivalent experience and strong Excel/Sheets skills are required to succeed in this position.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 1–2 years of experience in an analytical, customer service, or administrative role.
• Proficiency with standard office productivity tools (Microsoft Office Suite, Google Workspace).
• Familiarity with CRM systems (e.g., Salesforce) is a plus.
• Strong Excel / Google Sheets skills (data entry, basic formulas, filtering, and cross-referencing).

Responsibilities

• B2A Management & Auditing: Create and maintain up-to-date B2A documentation for new and existing accounts.
• Accuracy Audits: Conduct regular audits of B2As to ensure alignment with contracts and schedules.
• Compliance Tracking: Monitor milestones and flag discrepancies or risks.
• Asset Organization: Maintain central repositories and knowledge bases aligned with B2A standards.
• CS Operations & Administrative Auditing: Audit recurring administrative tasks to maintain quality control.
• Process Standardization: Identify gaps and suggest templates, checklists, or improvements.
• Reporting & Tracking: Maintain weekly/monthly operational scorecards for B2A completion and compliance.
• Team Support: Assist with ad-hoc administrative tasks and cross-functional handoffs.

Skills

Attention to detail

Analytical mindset

Communication

Time management

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office

Google Workspace

Job description

RainFocus, based in Utah, seeks a detail-oriented Junior Client Success Specialist to support B2A artifacts and CS operations. You will create, maintain, and audit B2A documentation, while ensuring workflow accuracy and consistency across client accounts.

The role emphasizes organizing assets, performing regular audits, and assisting with reporting. A Bachelor’s degree or equivalent experience and strong Excel/Sheets skills are required to succeed in this position.