• Responsible for assigned Revenue for Hire engagements, including strategic revenue management support and tactical execution. • Hands-on execution of assigned projects such as segmentation strategies and distribution optimization. • Provide reporting to the client based on project scope and internally report daily on hours worked per project.

• Design workflows and implement operational tools to increase efficiency across teams; • Create and maintain dashboards, perform data analyses, and track KPIs to support leadership decisions; • Provide day-to-day support to commercial teams, including CRM processes, troubleshooting, and removing blockers; • Communicate global policies and processes to local teams, ensuring correct implementation and identifying process gaps; • Train and onboard new members on CRM processes and tools; • Manage sales approval processes, including technical validations and compliance with internal policies; • Prepare and maintain documentation, templates, and proposals; • Lead and participate in local and global projects focused on process improvement, automation, and optimization; • Oversee commission calculations and provide data-driven insights to support business growth.

• Develop and maintain relationships within client organizations. • Act as a point of contact for assigned and unassigned clients, using creative strategies to address their needs, resolve issues, and ensure satisfaction, in addition to assisting GM’s with their assigned portfolio. • Managing and maintaining client data across multiple CRM platforms • Work closely with other departments, such as Client Services, Finance, and Direct Sales to ensure client success • Utilize knowledge of pricing and payment structures to optimize client satisfaction • Facilitate ongoing education for clients to enhance their independence and efficiency, including application processes, underwriting guidelines, and profitability analysis. • Use compounded knowledge to take care of client issues, needs, and goals. • Work closely with fellow team members to help cultivate a professional, fun, and trusting environment. • Oversee ongoing client operations, assisting clients with merchant account onboarding, and ensuring a positive customer experience • Engage in ongoing training to stay up-to-date on sales, business, and industry updates

• Partner with the Sales and Philanthropy teams to create, update, and manage customer invoices. • Manage customer collections and serve as the primary point of contact for billing and payment inquiries. • Collect, review, and record transaction-level cash activity from multiple sources, including bank accounts, Stripe, PayPal, and donation platforms, and post activity in the accounting system. • Prepare and record cash-related accruals for processed transactions that have not yet been deposited. • Maintain alignment between the CRM (Salesforce), accounting system (Intacct), and bank activity, and collaborate with the Sales and Philanthropy Teams to resolve discrepancies. • Monitor payment processors and investigate and resolve processing, settlement, or reconciliation issues. • Manage month-end close activities related to cash receipts and accounts receivable, including reconciliation to bank statements and CRM data. • Prepare cash and receivables reports and audit support schedules (PBCs). • Contribute to process documentation, cross-team support, and ad hoc finance projects as needed.