• Provide docketing support for trademark prosecution and enforcement matters for matters being tracked in Alt Legal's software • Create and update docket records; generate custom docket and audit reports. • Collaborate with the team to develop and streamline workflow processes for efficiency. • Assist with onboarding new clients to ensure seamless transitions; work with clients as needed to understand their specific docketing requirements for tracking matters within Alt Legal's software.

• Support day-to-day operational and administrative activities for Managed Services projects and customers • Review and interpret Statements of Work (SOWs) to validate billing, financial, and contractual accuracy • Manage customer billing activities, including prorations and invoice validation • Assist with revenue recognition tracking and financial reconciliation processes • Review project costs versus sell values to ensure financial accuracy • Understand and manage PO structures, including sub-POs and services POs • Coordinate and maintain project documentation and operational records • Validate vendor start dates against customer-facing commitments and billing timelines • Identify discrepancies, investigate issues, and drive timely resolution • Maintain strong adherence to internal processes, controls, and operational standards • Communicate proactively with internal teams regarding project, billing, and operational updates

• Support and manage assigned client relationships, implementation activities, and ongoing account needs. • Serve as a key point of contact for clients, ensuring timely follow-through and identifying opportunities to strengthen and expand existing client partnerships. • Prepare presentations and client-facing materials, supporting outreach and follow-up efforts. • Maintain accurate activity within CRM systems and ensure visibility into account status, priorities, and next steps. • Collaborate internally with various departments to support account needs and service setup. • Identify opportunities to strengthen Call 4 Health's presence within existing client relationships.

• Assist in the configuration and customization of Salesforce platforms based on defined business requirements. • Perform data-related tasks such as imports, updates, cleansing, and migration with accuracy and attention to data integrity. • Support the setup and maintenance of user roles, profiles, sharing settings, and permission sets. • Build and maintain reports and dashboards to support client reporting needs. • Contribute to technical documentation, user guides, and training materials to support both internal and client-facing teams. • Participate in functional testing and quality assurance activities across configuration and deployment workstreams. • Conduct basic troubleshooting of user or system issues and propose resolutions where applicable. • Collaborate with cross-functional team members including developers, project managers, and solution architects. • Participate in client discovery sessions by capturing and organizing business requirements. • Own and execute smaller configuration tasks or enhancement requests independently, where appropriate. • Support the implementation of simple end-to-end solutions, with light oversight, from configuration through handoff. • Stay current on Salesforce platform updates and features relevant to assigned work. • Contribute to process improvement and internal knowledge-sharing initiatives within the Delivery team. • Demonstrate growth by progressively taking on more responsibility in solution design, testing, or client communication.