NewForm

• Own and maintain the sales CRM (HubSpot, Salesforce, or equivalent) as the source of truth for pipeline and revenue • Ensure leads, deals, and pipeline stages are accurate, up to date, and reflective of real deal progress • Track inbound and outbound leads and support proper routing, enrichment, and follow-up • Support proposal and sales material development (decks, case studies, scopes), ensuring consistency and speed in deal execution • Assist in building and improving sales processes, workflows, and automations across tools (HubSpot, Clay, Zapier, etc.) • Generate weekly and monthly sales reporting for leadership (pipeline, conversion rates, cycle length, deal velocity) • Coordinate handoff from sales to account teams to ensure smooth client onboarding • Support forecasting, quota tracking, and performance analysis • Identify operational gaps in the sales process and proactively suggest improvements

• Manage day-to-day accounting operations, including accounts payable and accounts receivable • Prepare monthly financial reports and maintain accurate financial records • Perform bank, credit card, and account reconciliations • Maintain and organize financial data within QuickBooks • Track company expenses, invoices, and financial documentation • Support internal reporting and financial visibility for leadership • Ensure accuracy and consistency across accounting records and financial processes • Assist in improving accounting workflows and operational efficiency as the company scales

• Edit short-form paid social ads (UGC, podcast ads, product demos, street interviews, etc.) • Produce multiple variations per concept (different hooks, pacing, overlays, CTAs) • Optimize videos for platform specs (Meta, TikTok, YouTube Shorts) • Iterate on edits based on retention data, CPA, and performance feedback • Collaborate with creative strategists to refine messaging and structure • Organize and manage project files for scalable production workflows • Stay current on short-form trends, editing styles, and paid social best practices

• Manage day-to-day accounting operations, including accounts payable and accounts receivable • Prepare monthly financial reports and maintain accurate financial records • Perform bank, credit card, and account reconciliations • Maintain and organize financial data within QuickBooks • Assist with tracking company expenses, invoices, and financial documentation • Support internal reporting and financial visibility for leadership • Ensure accuracy and consistency across accounting records and financial processes

• Own and maintain the sales CRM (HubSpot, Salesforce, or equivalent) as the source of truth for pipeline and revenue • Ensure leads, deals, and pipeline stages are accurate, up to date, and reflective of real deal progress • Track inbound and outbound leads and support proper routing, enrichment, and follow-up • Support proposal and sales material development (decks, case studies, scopes), ensuring consistency and speed in deal execution • Assist in building and improving sales processes, workflows, and automations across tools (HubSpot, Clay, Zapier, etc.) • Generate weekly and monthly sales reporting for leadership (pipeline, conversion rates, cycle length, deal velocity) • Coordinate handoff from sales to account teams to ensure smooth client onboarding • Support forecasting, quota tracking, and performance analysis • Identify operational gaps in the sales process and proactively suggest improvements

• Design static ads for paid social (primarily Meta: Facebook & Instagram) • Translate creative concepts into clear, compelling visual executions • Produce multiple variations per concept to support testing and iteration • Collaborate with creative strategists to refine layouts and messaging • Iterate on designs based on performance data and feedback • Maintain brand consistency while adapting designs for performance needs • Organize and manage design files for efficient handoff and reuse • Stay current on paid social design trends and best practices

• Research and identify potential clients across tech, mobile, and consumer brands • Build and maintain prospect lists using tools like LinkedIn, Apollo, HubSpot • Support outbound outreach efforts (email, LinkedIn, and warm intros) • Help prepare pitch decks, proposals, and sales materials • Assist in tracking leads, pipeline status, and deal notes in CRM tools • Sit in on sales calls and client meetings to learn discovery, positioning, and closing • Support partnerships, referrals, and special growth initiatives as needed