WHAT DOES AN ACCOUNT SPECIALIST DO?

• Product Sales: Present and sell products and services to new and existing customers.
• Lead Generation: Prospect and contact potential customers through multiple outreach channels.
• Pipeline Management: Achieve agreed sales targets within deadlines through consistent pipeline management.
• Customer Support: Resolve customer inquiries and complaints promptly while maintaining high satisfaction.
• Follow-Up Coordination: Schedule follow-up appointments to keep customers informed of the latest developments.
• Sales Presentation: Create effective sales materials and presentations tailored to customer needs.
• Business Development: Increase market share by prospecting, pursuing, and closing new business opportunities.
• Sales Planning: Develop, execute, and maintain a sales plan that generates additional revenue.
• Client Acquisition: Research and secure new clients aligned with target markets and growth strategies.
• Relationship Management: Build and manage long-term business relationships with existing and potential customers.
• Persuasive Communication: Deliver compelling presentations to existing and prospective customers to drive sales.

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• Stakeholder Coordination: Interface with local office Account Executives, Contractors, and Carriers to ensure client needs are met.
• Document Management: Obtain all required wrap-up forms in a timely manner and follow up on missing or incomplete documentation.
• Contractor Communication: Communicate effectively with Contractors to ensure accurate and complete form submission.
• Data Verification: Verify received wrap-up data for accuracy, consistency, and reasonableness.
• Quality Assessment: Assess the quality, completeness, and timeliness of team member activities.
• Data Entry: Enter and maintain accurate data within the wrap-up system application.
• Call Handling: Handle inbound and outbound calls with Contractors and Carriers to resolve issues proactively.
• Quality Control: Perform quality checks on entered data and log and correct errors appropriately.
• Insurance Processing: Finalize Contractor insurance credits and review Offshore Staff calculations for accuracy.
• Workload Management: Manage a high-volume workload across multiple projects and numerous active contracts.

• Renewal Growth: Drive renewals and ARR growth through consistent engagement and customer education on the value proposition.
• Upselling Strategy: Meet or exceed assigned quotas by generating upsell and add-on opportunities within existing accounts.
• Cross-Team Collaboration: Partner with the Customer Success Team to develop strategies that maximize account value.
• Expert Engagement: Leverage internal Subject Matter Experts to deliver value across all stages of the sales cycle.
• Customer Assessment: Engage existing customers to assess product fit and recommend solutions aligned with business goals.
• Solution Selling: Recommend and sell solutions that align with customer needs and overall business objectives.
• Relationship Building: Build strong customer relationships by sharing market insights and tailored solution recommendations.
• Customer Guidance: Provide proactive guidance to help customers maximize value from products and services.
• CRM Management: Manage, track, and report sales activities using CRM and sales intelligence tools.

• Document Processing: Review and submit required documentation and financial information to advance accounts with financial partners.
• Pipeline Management: Manage the project pipeline from sale through permission to operate while resolving issues promptly.
• Cross-Team Coordination: Collaborate with Sales Representatives and Branch Coordinators to resolve missing loan or contract documentation.
• Survey Coordination: Ensure Sales Representatives schedule site surveys and collect required homeowner documentation.
• Loan Coordination: Coordinate with financial institutions and Sales Representatives to secure and finalize loans.
• Sales Support: Provide consistent support and customer service to Sales Representatives throughout the project lifecycle.
• Customer Follow-Up: Follow up with customers regarding specific account needs and documentation requirements.
• Progress Monitoring: Monitor account progress to ensure timely completion of all required milestones.
• Stakeholder Communication: Communicate updates to stakeholders to maintain alignment and ensure process efficiency.

• Inventory Tracking: Confirm and record product usage to ensure accurate inventory replenishment for customers.
• Order Coordination: Coordinate with the Sales Team and customers to obtain and process purchase orders.
• ERP Management: Maintain accurate inventory records within the ERP system through proper billing and replenishment processes.
• Customer Service: Respond to customer inquiries promptly with accuracy, professionalism, and courteous communication.
• Process Improvement: Provide feedback and recommendations to improve service levels and internal processes.
• Relationship Building: Build strong relationships with internal and external customers to enhance service quality.
• Order Monitoring: Monitor and improve open order status to ensure timely resolution and fulfillment.
• Sales Support: Support the Sales Department by addressing inquiries through phone, email, and other communication channels.
• Interaction Documentation: Document customer interactions, including inquiries, complaints, and actions taken for resolution.
• Invoice Resolution: Determine charges for product usage and collaborate on resolving invoice discrepancies.
• Reporting Analysis: Prepare reports by analyzing customer data to support business decisions.
• Pricing Management: Maintain accurate customer pricing and contract information within system records.
• Quality Support: Support and implement quality initiatives across customer service workflows.

• Order Coordination: Coordinate order management activities through a structured and systematic process.
• Quality Compliance: Meet departmental quality metrics and execute projects using defined verification methods.
• Campaign Execution: Execute complex promotion programs while monitoring timelines and deliverables.
• Meeting Coordination: Plan and coordinate regular meetings to review forecasts, orders, and operational updates.
• Documentation Management: Manage campaign documentation and artifacts following established processes.
• Skill Development: Achieve required proficiency levels within defined timeframes through continuous learning.
• Industry Knowledge: Maintain knowledge of industry trends, systems, processes, and product offerings.
• Training Participation: Participate in training sessions to enhance strategic and technical capabilities.
• Communication Skills: Build rapport, communicate effectively, and adapt communication styles.

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• Renewal Planning: Prepare renewals and planning by calculating licenses and quotes while maintaining renewal tracking tools.
• System Updates: Update renewal tracking systems to support reporting, workflows, and Sales Team guidance.
• Quote Preparation: Prepare quotes and contracts within CRM or ERP systems to trigger invoicing processes.
• Customer Liaison: Act as the primary contact for customers regarding contract execution and related inquiries.
• Regional Coordination: Coordinate customer correspondence and agreements across the assigned international region.
• Contract Communication: Communicate proactively with customers to align contract terms and fees, and obtain signed agreements.
• Operational Support: Manage customer requests and support daily operations to improve data accuracy and service quality.
• Order Resolution: Collaborate with subscription agents to obtain purchase orders and resolve order-related issues.
• Process Improvement: Provide feedback to improve sales processes, system workflows, and operational efficiency.
• CRM Management: Maintain strong knowledge of CRM systems and ensure high standards of data quality.
• Performance Monitoring: Monitor performance metrics and drive improvements across key operational indicators.
• Sales Reporting: Generate reports and analysis on renewal sales progress within the assigned region.
• Meeting Participation: Participate in stakeholder and team meetings to support continuous improvement initiatives.
• Sales Coordination: Support Account Managers and Sales Directors with coordination and organizational tasks.

• Project Management: Project manage customer onboarding and campaigns across the full lifecycle from initiation to final delivery.
• Requirements Gathering: Gather customer data, evaluate objectives, and develop project plans and statements of work.
• Approval Coordination: Submit statements of work for approval and ensure alignment with contractual requirements.
• Scope Analysis: Analyze customer requirements to define project scope and identify necessary resources.
• Team Coordination: Coordinate cross-functional teams to support successful campaign implementation.
• Resource Planning: Estimate timelines and required resources to ensure efficient project execution.
• Workflow Design: Design and implement workflows based on project complexity, deliverables, and cost considerations.
• Schedule Management: Maintain the master project schedule and monitor progress through regular status reviews.
• Plan Adjustment: Adjust project plans proactively in response to changing requirements or priorities.
• Stakeholder Communication: Communicate project status and risks to stakeholders while managing customer expectations.
• Quality Assurance: Ensure deliverables meet service level agreements and internal quality standards.
• Customer Reviews: Facilitate review sessions with customers to validate outputs and implement required changes.
• Testing Support: Support testing processes and manage final approvals before project launch.

• Event Coordination: Coordinate the scheduling of picture day events with Schools and the Photography Team to allocate resources effectively.
• Schedule Management: Partner with the Photography Team to build and adjust schedules based on operational needs.
• Data Organization: Maintain organized databases, calendars, and filing systems to manage account information.
• Lab Communication: Communicate effectively with Finishing Labs regarding job status and requirements.
• CRM Management: Manage account touchpoints using CRM tools through phone and email interactions.
• Detail Coordination: Confirm and update picture day details, including products, services, and required materials.
• Material Distribution: Ensure the timely receipt and distribution of picture day materials and documentation.
• Customer Follow-Up: Conduct follow-up customer service calls after events to gather feedback.
• Feedback Sharing: Share customer feedback with internal teams to support continuous improvement initiatives.

• Onboarding Management: Own and track onboarding processes for internal and vendor employees to ensure compliance and system access.
• Vendor Support: Serve as the primary point of contact for vendor accounts and resolve access-related issues.
• Data Maintenance: Maintain and audit employee data within internal databases to ensure accuracy and completeness.
• HR Administration: Manage employee transactions, including title changes, reporting lines, and status updates.
• Offboarding Management: Oversee offboarding processes to ensure compliance with legal and regulatory requirements.
• Project Support: Collaborate on ad hoc projects to support operational and administrative initiatives.
• Schedule Tracking: Track and maintain onboarding and offboarding schedules to ensure timely execution.
• Risk Management: Identify and manage risks associated with onboarding and offboarding activities.
• Process Improvement: Recommend process improvements to enhance operational efficiency and effectiveness.
• Documentation Management: Create and maintain documentation for onboarding and offboarding procedures.
• Inquiry Support: Respond to inquiries related to onboarding and offboarding processes and system records.

• Cost Optimization: Drive cost savings initiatives and ensure results are captured within internal and customer systems.
• Opportunity Development: Identify and pursue new sales opportunities within assigned integrated supply accounts.
• Relationship Building: Build strong customer relationships to understand needs and develop value-added solutions.
• Solution Development: Lead solution development from concept to implementation to meet customer requirements.
• Sales Strategy: Design and execute strategic sales plans to achieve and exceed contractual commitments.
• Performance Monitoring: Monitor and report on key performance indicators and related commitments.
• Vendor Collaboration: Collaborate with Vendors and Suppliers to support solution-selling opportunities.
• Product Transition: Facilitate the transition from non-franchised to franchised product offerings with vendor alignment.
• Value Alignment: Align product, process, and service offerings to deliver measurable customer value.

• Account Support: Support multiple accounts led by Account Managers and Managers to ensure service delivery.
• Administrative Support: Execute administrative tasks for client programs to support satisfaction and revenue goals.
• Queue Monitoring: Monitor affiliate queues to ensure timely processing and effective workflow management.
• Partner Outreach: Assist with partner outreach to support engagement and program growth.
• System Proficiency: Develop proficiency in internal systems and technology to support operations.
• Resource Utilization: Utilize internal resources effectively to assist Account Managers in delivering high-quality service.
• Client Communication: Communicate with clients daily through phone and email interactions.
• Site Review: Review affiliate websites to identify optimization and performance improvement opportunities.
• Data Analysis: Analyze partner performance data to support decision-making and program enhancements.

• Account Servicing: Perform client account servicing and broking functions independently or collaboratively to deliver service excellence.
• Request Management: Manage client open item lists and respond to ad hoc client requests promptly.
• Data Analysis: Gather and analyze exposure data, loss history, and coverage requirements for submissions.
• Renewal Support: Support and monitor renewal processes to ensure timely and accurate completion.
• Proposal Development: Draft proposal presentations and quote comparisons under the direction of an Account Executive or Broker.
• Documentation Follow-Up: Follow up on binders, policies, endorsements, and required documentation.
• Data Evaluation: Capture and evaluate data to support the development of client service plans and reports.
• Report Preparation: Prepare tailored presentations and stewardship reports based on audience and objectives.
• Client Liaison: Serve as the primary liaison for client requests, including endorsements, certificates, and policy documentation.

• Sales Support: Participate in sales meetings to support core product sales initiatives.
• Financial Coordination: Partner with the Financial Officer and Financial Services Officer to prepare customer information for sales planning.
• Presentation Support: Assist in developing sales presentations to support customer engagement.
• Sales Assistance: Participate in sales calls and support cross-selling activities.
• Product Promotion: Promote core products to customers and prospects through effective communication.
• Loan Consultation: Discuss loan terms, rates, and general inquiries following established guidelines.
• Opportunity Identification: Identify sales opportunities using internal and external data sources.
• Prospect Management: Support the maintenance of prospect lists for the Financial Officer and Financial Services Officer.
• Application Coordination: Coordinate loan application processes from submission through decision.
• Data Entry: Enter loan applications to enhance customer experience and operational efficiency.

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• Request Monitoring: Monitor channels for new loan requests and ensure timely follow-up.
• Document Coordination: Collaborate with the Financial Officer, Financial Services Officer, and customers to gather financial documentation.
• Renewal Support: Support renewal administration by collecting and updating customer financial information.
• Process Facilitation: Facilitate renewal processes while ensuring adherence to timelines and verification standards.
• Servicing Coordination: Monitor loan servicing requests and coordinate required updates to existing terms.
• Underwriting Support: Coordinate with the underwriting team for credit risk analysis and decision support.
• Action Support: Assist with loan servicing actions across teams to ensure completion.
• Condition Monitoring: Monitor loan conditions and support servicing plans under the guidance of the Financial Officer and Financial Services Officer.
• Loan Tracking: Track loan expirations, classification changes, and repricing actions for appropriate follow-up.
• Operations Support: Provide backup support to the operations team to maintain high customer service standards.

• Territory Management: Visit payment locations regularly within the assigned territory to maintain service standards.
• Service Response: Respond promptly to service-related inquiries from Authorized Agents, Retail Stores, and Market Managers.
• Product Sales: Proactively sell new products to Authorized Agents to increase revenue growth.
• Business Development: Develop new business within existing accounts and identify opportunities to meet sales targets.
• Relationship Building: Build and maintain strong relationships with Authorized Agents, Owners, and Store Staff.
• Conflict Resolution: Negotiate effectively and resolve conflicts to maintain positive business relationships.
• Time Management: Manage time effectively and adapt to changing market conditions and schedules.
• Technical Troubleshooting: Troubleshoot technical issues using knowledge of hardware, systems, and peripheral devices.
• Performance Review: Review monthly performance with Authorized Agents to identify growth opportunities.
• Market Analysis: Analyze the competitive landscape and communicate product advantages to customers.
• CRM Documentation: Document customer interactions and updates within CRM systems accurately.
• Carrier Coordination: Coordinate with carriers to resolve deposit delays and manage equipment changes.
• Reporting: Prepare regular reports tracking account activity, performance metrics, and visit outcomes.

• Reporting Support: Run claims management system queries and generate reports and documentation.
• Document Preparation: Assist in assembling contracts, renewal documents, and client service instructions.
• Record Management: Complete corporate structure updates and maintain accurate organizational records.
• Report Development: Support the development of stewardship reports for client presentations.
• Operational Support: Provide additional support based on client and departmental requirements.
• Meeting Participation: Participate in client meetings to support account management activities.
• Data Analysis: Analyze data outputs to identify trends and support decision-making processes.
• Compliance Documentation: Maintain accurate records and documentation to support compliance and reporting needs.
• Team Collaboration: Collaborate with internal teams to support client service delivery and operational tasks.

• Business Reviews: Create and present data-driven business reviews with customer-focused solutions and recommendations.
• Internal Communication: Communicate with internal Field Specialists to resolve issues and provide program guidance.
• Customer Interaction: Interact with customers via email and phone to manage concerns and inquiries.
• Report Development: Develop and execute dynamic and innovative reports to support business objectives.
• Data Analysis: Analyze data to generate insights and recommend actions aligned with customer goals.
• Best Practices: Promote awareness of best practices through data-driven recommendations and support.
• Relationship Building: Build relationships with cross-functional teams to support customer solutions.
• Cross-Team Collaboration: Collaborate with internal divisions to enhance service delivery and customer outcomes.
• Program Management: Manage the setup and maintenance of customer programs through database configuration and project coordination.
• Expectation Alignment: Align customer expectations with program implementation across internal teams.

• Customer Service: Provide superior customer service by responding to inquiries and resolving customer issues.
• Account Opening: Assist customers with account opening and account retitlement processes.
• E-Services Support: Support electronic services, including enrollment approvals and online account monitoring.
• Secure Communication: Manage secure communications and respond to customer service email requests.
• Account Servicing: Perform account servicing tasks, including ordering cards and processing check requests.
• Account Maintenance: Handle account updates such as signer changes and maintenance of specialized accounts.
• Account Closure: Process account closures and distribute funds to beneficiaries in accordance with procedures.
• Legal Coordination: Communicate with legal representatives to manage complex account situations.
• Fraud Monitoring: Monitor accounts for potential fraud and escalate issues.

• Call Handling: Handle incoming calls from Government Accounts, Individuals, and Professionals regarding services.
• Service Sales: Sell testing services by identifying customer needs and recommending appropriate solutions.
• Client Liaison: Act as a liaison between the organization and clients to ensure service coordination.
• Request Resolution: Resolve customer requests through inbound, outbound, and digital communication channels.
• Requirement Analysis: Clarify and confirm customer requirements to ensure accurate service delivery.
• Customer Education: Provide customer education and information to support informed decision-making.
• Customer Qualification: Qualify new inbound customers and establish service requirements.
• Issue Resolution: Research and resolve complex issues using multiple systems and databases.
• Result Communication: Notify clients of results accurately and within required timelines.
• Documentation Review: Review documentation for accuracy and report discrepancies.
• Administrative Support: Perform administrative support while maintaining compliance with data privacy standards.

• Data Analysis: Analyze and interpret data to address problems with varying scope and complexity.
• Data Management: Manage multiple client data files and integrate customer data into system platforms.
• Product Knowledge: Develop proficiency in products and services to support evolving customer requirements.
• Project Coordination: Facilitate customer change requests and growth projects using project management principles.
• System Utilization: Utilize systems, tools, and procedures, including CRM and ticketing platforms, effectively.
• Industry Knowledge: Build knowledge of industry concepts, terminology, and operational challenges.
• Trend Awareness: Stay informed on industry trends and strategies to support customer engagement.
• Solution Alignment: Align customer challenges with solutions and communicate value to stakeholders.
• Portfolio Management: Manage the operational success of the assigned customer portfolio aligned with business objectives.

• Process Management: Develop expertise in processes and operate within established frameworks to achieve program objectives.
• Account Management: Manage small to mid-size accounts by fostering strong client partnerships and addressing daily needs.
• Program Oversight: Oversee programs across the full lifecycle, including estimation, contracting, implementation, and maintenance.
• Client Advocacy: Advocate for client requirements internally and coordinate with teams to meet program goals.
• Issue Resolution: Resolve program issues and troubleshoot challenges while escalating when necessary.
• Budget Tracking: Track program progress, including budgets, spending, and revenue forecasting.
• Strategic Planning: Participate in internal strategic planning to support business growth and direction.
• Reporting Communication: Deliver status reports and presentations to clients to communicate progress and outcomes.
• Team Collaboration: Collaborate within small teams to support program execution and organizational initiatives.

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• Record Management: Process and maintain clinical and billing records from admission through discharge.
• Documentation Accuracy: Ensure complete and accurate documentation to support timely billing of accounts.
• Care Coordination: Compile care plans and documentation for data entry and tracking.
• Data Entry: Enter data into systems accurately in compliance with payer requirements.
• Report Preparation: Retrieve and prepare data for business and progress reports within defined timelines.
• Claims Monitoring: Monitor open claims and review accounts receivable aging reports.
• Payment Reconciliation: Post and reconcile payments while ensuring accuracy with supporting documentation.
• Training Support: Participate in meetings and training sessions and support the onboarding of new team members.
• Operations Management: Manage supply, equipment, billing, and inventory processes to ensure operational efficiency.
• Safety Compliance: Follow safety standards and participate in initiatives to reduce operational risks.
• Confidentiality Compliance: Protect the confidentiality of client, employee, and organizational information.

• Order Management: Manage order processing and fulfillment to ensure accurate and timely delivery.
• Relationship Building: Build and maintain relationships with internal and external customers to enhance the customer experience.
• Daily Communication: Communicate proactively with customers and internal teams on a daily basis.
• Issue Resolution: Handle customer issues and complaints using CRM and external platforms.
• Customer Follow-Up: Conduct courtesy calls to ensure service quality and communicate order updates.
• Reporting Support: Maintain and update spreadsheets and reports for tracking and analysis.
• Training Support: Support the training of new employees and participate in cross-functional learning.
• Product Support: Provide product information and support to customers through various channels.
• Complaint Resolution: Assist in troubleshooting issues and resolving customer complaints effectively.

• Stakeholder Liaison: Act as a liaison between Publishers, Advertisers, Account Managers, and Clients to coordinate communication.
• Content Updates: Update client promotions, creative assets, and communications.
• Compliance Auditing: Audit creative materials and placements to ensure compliance with requirements.
• Channel Monitoring: Monitor support channels and respond to or route inquiries appropriately.
• Issue Resolution: Resolve client issues in a timely manner to maintain satisfaction.
• Site Optimization: Review affiliate websites to identify optimization and performance opportunities.
• Timeline Tracking: Track project timelines and ensure deadlines are consistently met.
• Performance Analysis: Prepare and analyze performance reports to support decision-making.
• Prospect Research: Create prospect lists using data analysis and independent research.
• Meeting Participation: Participate in client meetings to review performance and marketing strategies.
• Strategic Planning: Develop strategic plans to achieve and exceed client objectives.

• Account Management: Serve as the primary point of contact for commercial accounts, managing end-to-end order processes.
• Data Processing: Gather and analyze data to process and update orders accurately and in a timely manner.
• Status Communication: Provide real-time order status updates to internal and external stakeholders.
• Communication Management: Manage high-volume communications via email and phone with customers and internal teams.
• Order Accuracy: Ensure all orders are accurate and free from errors before processing.
• Change Communication: Communicate product and procedural changes to relevant stakeholders.
• Product Advisory: Recommend alternative product options when items are unavailable and educate customers accordingly.
• Reporting: Prepare and present order reports and data to internal and external teams.
• Cross-Team Coordination: Coordinate with Sales, Supply Chain, and Operations to resolve product and order issues.
• Customer Follow-Up: Follow up on orders to ensure customer satisfaction and address delivery-related concerns.
• Shipment Notification: Notify customers of shipment changes, delays, and pickup arrangements proactively.
• Record Maintenance: Maintain up-to-date customer records, including contact details and delivery requirements.
• Return Processing: Process return requests and coordinate timely material pickups with relevant parties.

• Lead Identification: Identify special sales leads and qualify the customers on specialized product needs.
• Sales Conversion: Convert customer interactions into a profitable revenue source.
• Purchase Need Discovery: Ongoing identification and discovery of purchase needs.
• Telephonic Sales Closure: Close a deal on the phone if a sales opportunity exists.
• Order Processing Proficiency: Display proficiency in order processing using the Staples order management system.
• Customer Insight Acquisition: Obtain customer insight data for new customers (e.g., competitive information, purchasing behavior, product needs, etc.) and leverage knowledge to respond to sales objections.
• Data Management: Update customer data and maintain data integrity.
• Promotional Distribution: Distribute available promotional material in support of campaigns.

• Client Communication Production: Compose, proofread, and promote client communications to production following approved procedures.
• Requirements Gathering and Implementation: Gather client requirements and ensure the successful implementation of those requirements.
• Database Management: Create and manage client settings with the production database.
• Data Review: Review and understand client-provided data.
• CRM Maintenance: Maintain the CRM database with client requests.
• Warranty Management: Review warranty claims, discuss product capabilities and issues per customer needs, and provide special pricing for non-standard warranty items and repairs.
• Discrepancy Resolution: Resolve discrepancies regarding shortages, over shipments, defective products, repairs, etc.
• Return Credit Management: Resolve return credit issues.
• System Utilization: Use computerized systems for tracking, information gathering, and troubleshooting.
• External Customer Communication: Communicate with external customers and prospects via telephone, in-person, email, or live chat.
• Customer Request Analysis: Analyze and act on customer requests, performing contract reviews.
• Software and Report Analysis: Analyze and interpret electronic software platforms, reports, and portals.
• Sales Analysis: Conduct inside sales business development, analyzing customer account sales and gross profit growth trends using in-house tools.

• Relationship Management: Develop and maintain strong business relationships with partners/internal stakeholders.
• Technology Issue Management: Manage technology issues and solutions that impact the partner’s success.
• Revenue Optimization Communication: Communicate revenue optimization plans and results to partners, coordinating invoicing, reporting, and compensation.
• Contract Compliance Monitoring: Monitor contractual service levels and obligations to ensure compliance and timely renewals.
• Roster Upload Management: Responsible for the roster upload process, including accepting, reviewing, formatting Excel files from partners, and timely uploading to generate consumer policies.
• Reconciliation Process Management: Conduct the reconciliation process by reviewing monthly statements and confirming amounts match new policies, changes, and cancellations in the roster documents.
• Invoicing: Create and send invoices to partners based on reconciliation efforts.
• Partner Training: Conduct onsite partner training.
• Sales Support: Support sales teams to achieve revenue and profitability goals.
• Project Planning and Workflow Development: Develop project plans and workflows by communicating and planning/facilitating virtual and in-person meetings with all applicable parties.
• Meeting and Review Preparation: Support, prepare for, and participate in partner meetings and business and strategic reviews.
• Data Analysis and Research: Partner with sales staff to research and analyze data, historical information, and trend analyses.

• AP Team Supervision: Help supervise the AP team.
• Financial Management: Manage vendor invoices and payments, and ensure all billings, documents, and financial information are accurately recorded and properly authorized on a timely basis.
• Issue Resolution: Receive, investigate, and resolve internal and external inquiries concerning discrepancies/issues with the processing of invoices, intercompany billing payments, expense reimbursements, etc.
• Expense Monitoring: Review and follow up on expense reports for accuracy and completeness.
• Financial Reconciliation: Perform reconciliation, follow-up, and posting of corporate credit cards.
• Procurement Administration: Prepare purchase orders by verifying specifications and price, obtaining quotations, and recommending suppliers for substitute items, reviewing and obtaining approval for requisitions.
• Supply Chain Coordination: Track status of purchase orders and work with suppliers to schedule/expedite deliveries, resolve discrepancies in shipment/pricing, warranty claims, and damage, and return of materials, and maintain vendor relationships.
• Purchasing Liaison: Liaise with internal staff in relation to purchasing requirements and keep them informed on technical details, price, and availability.
• Payment Verification: Verify receipt of items and authorize payment for purchases by reconciling requisitions/orders with invoices and maintaining receiving documentation.
• Document Organization: Keep information accessible by sorting and filing documents.
• Budget Assistance: Assist in the production of annual budgets and forecasts.
• External Liaison: Assist in the provision of information and liaison with external business associates, such as auditors, regulators, tax agents, and governmental authorities, etc.
• Reporting Assistance: Assist in preparing relevant management reporting, month-end and audit schedules, tax returns, financial statements, or other reports.
• Regulatory Compliance: Ensure compliance with regulatory and tax reporting requirements, internal controls, and accounting policies and procedures.

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