• Run our clinics, daily. • Be the first responder for members. • Own clinical governance and compliance workflows. • Improve how we work.

• Partner with Sales leadership to support territory planning, quota setting, and capacity modeling. • Support annual and quarterly sales planning cycles, including budgeting and target setting. • Identify and drive process improvements across sales operations and planning workflows. • Serve as a trusted adviser to sales teams and channel on pricing, product configuration, and business terms to support the sales effort. • Manage and administer the CRM application, Salesforce.com, and become an authority in the application while providing general administrative support for the tool. • Redesign and improve existing sales and operational processes as the organization evolves. • Ensure data accuracy and integrity across CRM, forecasting, and reporting systems. • Collaborate cross-functionally with Finance, Marketing, and Supply Chain to align plans and assumptions. • Provide ad hoc analysis and insights to support strategic initiatives. • Build, run, and analyze reports and dashboards for users and managers & in doing so provide insight into the business. • Ability to drive the end-to-end life cycle of a quote to an order. • Triage new requests and set appropriate delivery expectations with business partners. • Partner with sales team and channel to help scope, configure and price quotes. • Act as a liaison between sales and order management to streamline booking process. • Respond to ad hoc requests flowing into the sales operations group from various teams, regarding reports, processes, requests for assistance, and general support.

• Managing, reconciling, and optimizing daily cash positions, bank transactions, and liquidity for a fintech and cryptocurrency platform. • Work closely with Accounting, Treasury, and Accounts Payable teams to ensure financial completeness, accuracy, and timely month-end close delivery. • Allocating and recording cash payments accurately across accounts — ensuring every transaction is captured completely and in line with internal accounting standards and procedures. • Owning the accounting completeness and reconciliation of all cash-related transactions and accounts — with full accountability for accuracy, timeliness, and supporting documentation. • Creating and parking general ledger journals related to bank statement transactions — maintaining clean, well-documented GL entries that support month-end close and audit requirements. • Preparing monthly bank reconciliations with complete and appropriate supporting documentation — resolving any historic discrepancies or outstanding queries with urgency and precision. • Managing all accounting transactions relating to cash operations and ensuring timely delivery of all month-end close responsibilities in line with established deadlines. • Reporting on performance and process KPIs for the cash operations department — providing clear, data-driven insights to support management decision-making. • Managing audit and tax queries by providing accurate accounting explanations and well-organized supporting documentation when required. • Collaborating cross-functionally with Accounting, Treasury, and Accounts Payable teams to follow up on related actions and ensure seamless financial operations across departments.

• Coordinate & Support Dealership / Customer Title & Registration requests. Initial requests and re-registration requests. • Support customer onboarding on assigned product services, including assistance with initial product setup and training on how to use the product. • Provide monthly updates on new features or functionality of the product you are assigned and identify opportunities to educate customers on other products the Ford Pro Team offers. • Assist customers with maximizing the value that they receive from the products and services being delivered. Monitor usage, offer and provide training on functionality not being utilized by the fleet customer. • Provide the management team with insights into how customers use your assigned product. What they like, don’t like, and new functionality that would help them better manage their vehicle fleet. • Escalate customer concerns and maintain customer open issues tracking and drive to resolution • Support sales in any sales efforts needed to sell assigned product/service. • Support developing sales & marketing material for your assigned product/service. • Process title and registration transactions, vehicle moves & ensure clients are billed correctly.