Delegate CX

• Perform fundamental tasks for estimating, project management and field construction teams in a timely and accurate manner • Prepare take-offs from plans • Create shop drawings and submittals • Screen upcoming bids for size, special requirements such as public, prevailing wage, EEO, bid bond, allowances, etc. • Maintain and update project records as required • Provide support to estimators and project managers as needed • Develop and maintain knowledge of waterproofing, air barrier, and fireproofing products and installation techniques • Perform other tasks analogous to the foregoing. • Assist in providing a cost estimates by doing what is typically known as a take off of the plans for the lighting fixtures • This person will be counting fixtures in project blueprints and provide that to our quotations people. • Analyzing project requirements, reading blueprints, and collaborating with various stakeholders to ensure project costs are accurately forecasted.

• Perform database updates for client data per company procedures • Properly and timely complete all documentation • Create, edit and complete call summaries according to written procedure • Attend and participate in training sessions as scheduled • Provide timely responses to team members • Perform data entry • Maintain client files and appropriate electronic documentation • Be available for meetings as requested • Other duties may be assigned, added and/or removed with the ever-changing technology of A.I.

• Responsible for creating virtual mockups and proofs to support sales staff. • Responsible for vectorizing logos. • Responsible for communicating with clients about layout and design. • Responsible for placing client logos on a variety of hard and soft goods. • Responsible for editing and composing graphics. • Responsible for creating multiple design solutions. • Responsible for reviewing final layouts and suggesting improvements when necessary. • Ensures to coordinate with copywriters and the creative director to produce the final design. • Ad hoc duties as assigned.

• Serve as the primary point of contact for property managers using the platform • Respond promptly to customer inquiries via email, chat, and phone • Assist users in navigating dashboards, reports, and data visualization tools • Troubleshoot platform issues and escalate technical concerns when necessary • Provide onboarding support and training to new clients • Analyze market trends and competitor activity across Airbnb, VRBO, and other vacation rental platforms • Provide recommendations based on available analytics and benchmarking data • Assist property managers in tracking portfolio performance and identifying growth opportunities • Support revenue management initiatives through data-driven insights • Maintain accurate customer records and support documentation • Document customer interactions, resolutions, and feature requests • Collaborate with Product, Engineering, and Customer Success teams to improve the customer experience • Contribute to knowledge base articles, training materials, and support resources

• Manage the end-to-end implementation process for new clients • Conduct discovery sessions to understand client business goals, portfolio structure, and reporting requirements • Configure client accounts, dashboards, reporting settings, and user permissions • Coordinate data integration and system setup activities • Develop implementation timelines and ensure milestones are completed on schedule • Deliver onboarding sessions, product demonstrations, and training workshops • Educate clients on key performance metrics including occupancy, ADR, RevPAR, booking pace, market trends, and competitive benchmarking • Act as the primary implementation contact for clients during onboarding • Coordinate with Customer Success, Product, Engineering, and Support teams to ensure seamless deployments • Track implementation progress and communicate status updates to stakeholders • Support client adoption and engagement during the initial onboarding period.

• Data entry and day-to-day support for HRIS-related projects such as establishing new entities, data uploads, new functionality, feeds and integrations, and routine reports. • Identifies, escalates, and resolves data integrity issues. • Processes changes in a timely manner, including off-boarding communication and tasks for exiting Artisans, ensuring Artisan information is accurate and complete. • Provides timely notification to internal stakeholders (e.g., Communications team, IT team, HR team) of non-confidential Artisan milestone moments, such as promotions, new roles and exits. • Stays informed of all US compliance matters related to employment records, policies and practices. • Engages with, and seeks guidance from, Legal advisors (internal and external) as needed, and alerts HR team members of substantive changes. • Revises and publishes updated policies and/or processes to remain in compliance with employment laws and standards. • Prepares and sends transfer offers, ensuring all necessary approvals are obtained. • Ensures all necessary documents are kept in Artisan e-files, HRIS, or other shared locations, and maintains confidentiality of records and information. • Identifies opportunities for streamlined processes and collaborates across the team to determine if, how, and when to implement changes. • Updates and manages HR templates, forms, and standard documents. • Updates intranet content for accuracy. • Review and confirm invoices for HR-related vendors and services. • Create and update employee resumes and professional profiles as needed. • Support various HR team members with ad hoc administrative tasks and special projects.

• Reviewing and processing incoming invoices and customer billing statements. • Receiving and recording customer payments through various methods, including checks, credit card payments, and electronic funds transfers. • Monitoring accounts receivable aging reports to track outstanding balances and promptly follow up on overdue payments. • Initiating collections procedures for overdue accounts and following up with customers to secure payments through phone calls, emails, or other communication methods. • Assisting with month-end close processes, including preparing journal entries and reconciling accounts. • Maintaining accurate and up-to-date records of all accounts receivable transactions, including invoices, payments, and customer correspondences. • Building and maintaining positive customer relationships by addressing inquiries and resolving payment issues. • Collaborating with the sales team to resolve payment-related issues and ensure timely revenue recognition.

• Assist with marketing administration, reporting, and day-to-day operational support. • Analyze and communicate marketing data to internal stakeholders. • Prepare reports and provide insights to support marketing initiatives and business decisions. • Maintain accurate marketing records, reports, and documentation. • Collaborate with internal teams to ensure timely completion of marketing-related tasks. • Conduct research to support marketing campaigns and projects. • Assist with data management, tracking, and reporting activities. • Support ad hoc marketing and administrative projects as assigned.

• Prepare customer proofs for branded apparel, promotional products, signage, and merchandise • Create clean, professional mockups using supplied logos, product images, templates, and brand guidelines • Set up artwork files for internal review, client approval, and production • Resize, edit, clean up, and adjust customer-supplied artwork when needed • Create simple design layouts for flyers, digital ads, social media posts, email banners, website graphics, and promotional materials • Follow existing brand guidelines for both The Promo Addict and You Need A BBQ • Help maintain consistency across all marketing materials, presentations, and customer-facing graphics • Organize and save design files in the correct folders with proper file naming • Prepare accurate proofs for customer approval • Double-check spelling, logo placement, colours, product details, quantities, and sizing before proofs are sent out • Update proofs based on feedback from the sales or production team • Prepare print-ready or production-ready files when required • Convert, export, and package files in the correct formats such as PDF, PNG, JPG, AI, EPS, SVG, or other required file types • Help ensure artwork is clean, usable, and ready before it reaches production • Flag poor-quality logos, missing information, or artwork concerns to the appropriate team member • Assist with creating and formatting email newsletters for both businesses • Prepare graphics and layouts for promotional campaigns, product launches, sales events, BBQ classes, seasonal promotions, and branded merchandise campaigns • Support social media content by creating graphics, resizing images, and preparing post layouts • Help update website graphics, product images, banners, and promotional visuals when needed • Assist with basic marketing calendars, campaign checklists, and project tracking • Repurpose existing content into different formats, such as turning a newsletter graphic into a social post or website banner

• Own all aspects of high-volume customer billing • Prepare and process a large volume of Accounts Receivable invoices daily with accuracy and speed • Manage key-customer collections and ensure accounts remain current • Send monthly customer statements and follow up on outstanding balances • Identify and resolve billing discrepancies and customer account issues in a timely manner • Reconcile customer accounts on a monthly basis • Collaborate with the accounting team to ensure timely and accurate month-end close • Assist in preparing sales reports for the sales teams • Learn and work within our ERP system (Microsoft Dynamics Business Central) and Commonsku • Contribute to initiatives that improve and streamline billing and accounting processes