Spring 2027 Intern - Customer Success
Core
Intern supporting the Customer Success team by creating, implementing, and tagging customer financial documents to meet filing deadlines.
Role type
Intern, Customer Success Operations
Builds
Customer financial documents and XBRL-tagged statements
Domain
Financial Technology / Regulatory Reporting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
XBRL tagging, Financial statement preparation, Document creation, Excel proficiency, Cross-functional collaboration
Responsibilities
Create and implement customer documents using industry-leading software, Apply XBRL tagging information to financial statements and footnotes, Tie-out XBRL tagging information to ensure accuracy prior to filing deadlines, Collaborate with internal cross-functional teams including Product, Sales, Marketing, Engineering, and Finance, Provide exceptional customer service to internal and external customers
