Partner Success Support (Seasonal 4-6 months) | Tech Startup

Taxfyle•Coconut Grove, FL

3d•$17 - $22•Hybrid

About The Position

This position plays a supportive and hands-on role within the Partner Success department by assisting multiple teams including Onboarding, Account Management, Partner Support, and Relationship Management with day-to-day operational needs. You will contribute to key client initiatives by helping prepare materials, organizing data, updating documentation, and supporting communication across teams to ensure smooth and efficient client experiences. This role is ideal for a student or early-career professional looking to gain exposure to client success, operations, and tech-enabled professional services. You will have the opportunity to learn from cross-functional teams, develop foundational skills, and contribute to meaningful projects that support both internal teams and our partners. Training and mentorship will be provided.

Requirements

Currently enrolled in a college or university program, or recent graduate seeking hands-on experience in client success, operations, business, or a related field preferred.
Strong interest in client service, operations, or technology-enabled professional services.
Excellent written and verbal communication skills, with the ability to collaborate effectively across teams.
Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously.
Comfortable working in fast-paced environments and adapting to shifting priorities.
Proficiency with standard computer tools (Google Workspace, Microsoft Office); familiarity with CRMs or ticketing platforms is a plus but not required.
Analytical mindset with the ability to gather information, summarize findings, and support basic reporting tasks.
Proactive, reliable, and eager to learn new tools, processes, and industry knowledge.
Ability to work in-person at our Coconut Grove, FL office (as applicable based on program design).
Availability during standard business hours, with flexibility to support team needs during peak periods.

Responsibilities

Support the Onboarding & Implementation, Account Management, Partner Support, and Relationship Management teams with day-to-day tasks that contribute to smooth client operations.
Assist Managers by gathering information, preparing materials, and helping coordinate team initiatives related to client retention, process improvements, and product adoption.
Help track and organize team performance data such as client activity, response times, and support trends; prepare summaries or reports as requested.
Contribute to updating internal resources such as playbooks, SOPs, checklists, and team documentation to ensure accuracy and consistency.
Collaborate with cross-functional teams (e.g., Product, Marketing) by supporting communication, documentation, or project coordination that helps align client-facing efforts.
Assist with organizing team schedules, resources, and project workflows to help ensure teams remain productive and well-coordinated.
Support initiatives related to renewals, upsells, and long-term partner engagement by conducting research, preparing materials, or helping track action items.
Participate in process improvement efforts by gathering feedback, documenting gaps, and offering recommendations based on observations.
Help the team manage and triage client or Tax Professional escalations by logging details, tracking statuses, and ensuring follow-up is completed.
Prepare notes, summaries, or simple presentations for leadership or team meetings as needed.
Shadow departmental managers to learn about leadership, team operations, and best practices across the Partner Success organization.