• Engage with customers to understand needs and set clear expectations • Foster long-term relationships through value-driven interactions • Coordinate training and education efforts with several stakeholders • Align with Sales, Project Management, and AOS teams for seamless transitions • Manage resource allocation for professional services • Forecast and identify opportunities for incremental revenue

• Review and negotiate contracts • Manage relationships with external legal counsel • Ensure organizational compliance with nonprofit regulations and reporting requirements in the many jurisdictions we operate in • Plan and execute our bi-annual staff retreat, including venue selection, catering, and agenda support to ensure our team is able to strategize at their best • Jump in to help the wider team in whatever way is most needed

• Build, manage, and troubleshoot daily and weekly schedules using **LMN** • Coordinate job assignments for both English and Spanish-speaking crews • Ensure schedules and jobs are fully prepared for the following day before sign-off • Resolve conflicts, gaps, or last-minute changes quickly and calmly • Maintain accurate data inside **LMN**, CRM systems, and internal trackers • Support implementation and ongoing use of **HubSpot** as the CRM • Keep files, Google Workspace, and internal documentation organized and current • Identify system inefficiencies and recommend improvements • Support onboarding and internal training on LMN workflows • Conduct or assist with **LMN trainings in Spanish** for field teams • Build simple guides, reports, presentations, and employee instructions • Manage email correspondence with clients and vendors • Handle inbound VOIP calls and route or resolve inquiries • Conduct cold outreach and follow-up for HOAs and real estate agents • Maintain professional, timely communication across all touchpoints

• Maintain accurate data across platforms such as RentManager, AppFolio or similar • Track utilities, expenses and maintenance activity in Excel or Notion • Keep records updated and organized for internal reporting • Support documentation workflows for asset management • Coordinate with vendors, property managers and maintenance teams • Monitor recurring service schedules and follow up on open tasks • Assist with communication around repairs, service timing and access needs • Monitor smart lock and access systems such as RemoteLock or TTLock • Coordinate resets, updates and troubleshooting with property managers • Ensure access systems remain functional across sites • Track daily operational activity and flag bottlenecks • Document issues, missing data or gaps in workflows • Support the team with ad hoc operational tasks