CORTEC

• Identify, prospect, and develop new customers, suppliers, and business partnerships. • Conduct outbound calls, emails, networking, and market outreach to generate opportunities. • Manage the complete sales cycle from lead generation to closing and post-sales support. • Source, evaluate, negotiate, and onboard suppliers and vendors. • Obtain quotations, compare costs, negotiate pricing, and manage purchasing activities. • Build and maintain long-term relationships with customers, suppliers, and key stakeholders. • Prepare quotations, proposals, presentations, contracts, and commercial documentation. • Maintain CRM/ERP records and track pipelines, opportunities, supplier databases, and KPIs. • Research markets, competitors, pricing trends, and new business opportunities. • Represent the company at meetings, trade shows, and client visits.

• Independently manage full-cycle accounting and client engagements for multiple nonprofit and for-profit organizations • Lead the month-end close process within 5–7 business days, maintaining an error rate of less than 1–2% in financial reports with zero material audit findings • Prepare accurate Journal entries, account reconciliations with zero unresolved variances, and monthly financial statements • Assist with: Budgeting, Forecasting, Audit preparation, Regulatory compliance, and strengthening internal controls • Serve as a trusted advisor by maintaining strong client relationships, responding to inquiries within 24 hours, and consistently meeting deadlines to ensure high client satisfaction and retention • Review the work of Staff Accountants, provide guidance and mentorship, and collaborate effectively across teams to share knowledge and best practices • Continuously identify and implement process improvements to reduce the month-end close timeline and enhance operational efficiency across client engagements.

• Proactively identify, approach, and onboard reliable suppliers, including recyclers, processors, and manufacturers • Build and scale long-term, high-volume repeat supply pipelines rather than transactional, one-off deals • Execute structured, high-frequency daily outreach via phone, email, and LinkedIn to uncover new supply opportunities • Own the negotiation process for competitive pricing, volumes, and commercial terms • Nurture and manage ongoing supplier relationships to ensure long-term partnership viability • Collaborate closely with the India-based sales team to seamlessly execute active deals • Communicate material specifications, pricing inputs, and supply availability clearly and efficiently • Act as the critical bridge ensuring alignment between external suppliers and internal stakeholders • Field and qualify inbound inquiries from the US and global markets, routing strategic opportunities internally • Maintain meticulous records of all outreach and commercial activities within Zoho CRM • Track key performance indicators, including supplier onboarding metrics, deal flow, and secured volumes • Provide structured, data-driven weekly updates to leadership

• Manage entire event registration campaigns • Partner closely with the Event Manager for audience outreach • Drive high-volume demand and registrations for webinars • Design and execute multi-touch email and SMS nurture sequences • Manage the company’s digital and social presence • Develop high-converting marketing collateral and promotional email copy • Maintain the company website

• Oversee the entire membership lifecycle, from prospect outreach and conversion to onboarding coordination and offboarding. • Engage with high-net-worth prospects and manage the membership pipeline. • Maintain CRM accuracy and track membership metrics. • Conduct outreach via phone, video, and email. • Prepare high-touch conversion conversations for the founders and manage pipeline momentum. • Monitor and ensure adherence to regional category caps for membership. • Create and optimize playbooks, scripts, and templates for conversion processes. • Manage intake process for experts and run offboarding processes when needed.

• Oversee end-to-end accounts payable operations, including invoice intake, accurate coding, approval routing, payment execution, and regular vendor reconciliations. • Design, implement, and scale efficient AP workflows, internal controls, and automation initiatives to enhance accuracy and operational scalability. • Maintain and strengthen critical vendor relationships while ensuring timely and accurate processing. • Maintain strict compliance with GAAP, internal policies, and SOX controls. • Perform and review account reconciliations, complex journal entries, and general ledger analysis to support timely month-end and year-end close processes. • Review and approve financial transactions to guarantee completeness, and prepare comprehensive documentation to support internal and external audits. • Partner closely with HR, Payroll, and Operations teams to ensure accurate financial data integration across HRIS and payroll platforms. • Analyze financial data to identify discrepancies, trends, and improvement opportunities, developing actionable reporting and insights for leadership.

• Support technology consulting initiatives related to digital transformation, system implementation, and process optimization. • Assist in analyzing business and technical requirements to propose effective technology solutions. • Collaborate with cross-functional teams to deliver consulting projects on time and within scope. • Participate in client meetings, documenting requirements, action items, and project updates. • Conduct research on emerging technologies, platforms, and industry best practices. • Translate business needs into technical insights and recommendations. • Assist with data analysis, reporting, and solution evaluation. • Support solution design discussions and contribute to technical documentation. • Help identify operational inefficiencies and recommend improvements. • Work closely with senior consultants and project leaders. • Prepare presentations, reports, and executive summaries. • Maintain project documentation and ensure alignment with consulting methodologies. • Communicate effectively with technical and non-technical stakeholders.

• Develop, deploy, and maintain the Wholesale Commerce platform and technology with a focus on its storefront • Contribute throughout the full lifecycle of modern software development • Work with an extremely talented, motivated, supportive, and welcoming team in an Agile ecosystem • Perform software systems development, including the design, development, troubleshooting, and debugging of cutting-edge software programs and products • Work together with the Engineering and Digital team to determine overall application design, gather requirements, develop logic and enhancements, and deploy enterprise-wide solutions

• Provide Tier 2 support for escalated issues across Mac workstations, networks, Google Workspace, and SaaS platforms • Troubleshoot and resolve incidents independently with clear, client-readable documentation • Collaborate with Tier 1 and Tier 3 teams to resolve issues and share knowledge • Support client onboarding workflows: device enrollment, MDM configuration, account provisioning, Laptop Logistics coordination • Support monitoring, patching, and alert response workflows (including user-facing CVE remediation notifications) • Participate in backup testing and maintenance routines • Contribute to SOP and knowledge base documentation improvements • Be the front line of client interaction – every support touchpoint is a moment that shapes how clients feel about Ignition • Communicate clearly and warmly with non-technical end-users (startup employees, ops teams, office managers) via chat, email, video, and phone • Set expectations proactively: if a fix will take time, tell the client what’s happening and when they’ll hear back • Escalate when appropriate, but own the communication – the client should never feel like they’ve been passed off without context • Write ticket notes and follow-ups that a non-technical reader could understand.

• Provide unparalleled support to the executive leadership • Manage executive's complex business/social schedule • Prepare executive presentations and draft formal correspondence • Coordinate travel arrangements and event details • Collaborate on marketing strategies and social media initiatives • Oversee client onboarding lifecycle • Develop and execute staff engagement events • Monitor expenses and manage financial record-keeping