• Manage daily escalations for customer accounts • Communicating with customers and creating processes • Maintain and update customer-specific processes in Twiki • Create estimates for service work and coordinate with customers • Assess the customer’s billing requirements and ensure correct processing • Review work orders and coordinate with departments for invoice assessments • Run and assess weekly reports from D365 on work orders • Participate in regular meetings with customers for updates • Collaborate with internal departments to handle escalated customer issues

• Represent Ambrook for customers navigating our product • Master the product inside and out • Learn the ins and outs of agricultural bookkeeping • Improve the customer experience by sharing patterns, feature requests, and product feedback

• Record day to day financial transactions and maintain accurate ledgers • Manage accounts payable and accounts receivable • Reconcile bank accounts, credit card statements, and other financial records • Prepare monthly, quarterly, and annual financial reports • Support month end and year end closing processes • Maintain an organized chart of accounts and digital documentation • Assist in budget tracking, cash flow monitoring, and expense reporting • Coordinate with external accountants for audits, compliance, and tax filing • Identify discrepancies, resolve issues, and recommend process improvements

• Record and categorize daily financial transactions in QuickBooks Online/Desktop • Manage expense entries, reimbursements, and receipts • Reconcile bank and credit card statements • Generate standard financial reports (Profit & Loss, Balance Sheet, Cash Flow) • Assist with payroll entries and client invoicing • Maintain organized and up-to-date financial documentation • Coordinate with the client’s CPA or accounting team when needed