• Respond to customer inquiries via phone, email, and messaging platforms • Provide clear and professional responses regarding services, pricing, and scheduling • Assist customers in booking appointments or consultations • Follow provided scripts to qualify potential customers • Collect required information and ensure correct lead qualification • Route qualified prospects to sales teams • Schedule and coordinate appointments efficiently • Manage calendars and appointment logistics • Communicate schedules with both customers and sales teams • Provide administrative assistance to sales representatives • Follow up internally to ensure appointments and sales tasks are completed • Monitor pending tasks assigned to sales staff • Send reminders and follow up on overdue actions • Support teams in maintaining accountability and deadlines • Track daily operational activities and team follow-ups • Assist in logistics coordination and operational planning • Help ensure smooth execution of field operations and appointments • Contact closed clients to request reviews and feedback • Provide instructions for leaving reviews on platforms • Follow up when necessary to increase review completion • Assist with QuickBooks Online and operational data entry tasks • Maintain accurate records across systems

• Respond to customer inquiries via phone, email, and messaging platforms • Provide clear and professional responses regarding services, pricing, and scheduling • Assist customers in booking appointments or consultations • Follow provided scripts to qualify potential customers • Collect required information and ensure correct lead qualification • Route qualified prospects to sales teams • Schedule and coordinate appointments efficiently • Manage calendars and appointment logistics • Communicate schedules with both customers and sales teams • Provide administrative assistance to sales representatives • Follow up internally to ensure appointments and sales tasks are completed • Monitor pending tasks assigned to sales staff • Send reminders and follow up on overdue actions • Support teams in maintaining accountability and deadlines • Track daily operational activities and team follow-ups • Assist in logistics coordination and operational planning • Help ensure smooth execution of field operations and appointments • Contact closed clients to request reviews and feedback • Provide instructions for leaving reviews on platforms • Follow up when necessary to increase review completion • Assist with QuickBooks Online and operational data entry tasks • Maintain accurate records across systems

• Respond to customer inquiries via phone, email, and messaging platforms • Provide clear and professional responses regarding services, pricing, and scheduling • Assist customers in booking appointments or consultations • Follow provided scripts to qualify potential customers • Collect required information and ensure correct lead qualification • Route qualified prospects to sales teams • Schedule and coordinate appointments efficiently • Manage calendars and appointment logistics • Communicate schedules with both customers and sales teams • Provide administrative assistance to sales representatives • Follow up internally to ensure appointments and sales tasks are completed • Monitor pending tasks assigned to sales staff • Send reminders and follow up on overdue actions • Track daily operational activities and team follow-ups • Assist in logistics coordination and operational planning • Help ensure smooth execution of field operations and appointments • Contact closed clients to request reviews and feedback • Assist with QuickBooks Online and operational data entry tasks • Maintain accurate records across systems

• Lead day-to-day operational execution for the Advisory practice • Manage and optimize engagement lifecycle processes • Implement, maintain, and continuously improve standardized tools, templates, and operating procedures • Monitor project status across the portfolio, proactively identifying risks, bottlenecks, and capacity constraints • Own capacity planning and utilization tracking • Partner with Advisory leaders and internal stakeholders • Facilitate after-action reviews and operational feedback loops • Oversee reporting and dashboards for leadership visibility • Supervise, coach, and develop Advisory support team members • Contribute to broader operational excellence initiatives