• Initiate contact and engage with qualified investors through email, and phone calls • Utilize direct sales techniques to effectively communicate client's capital raise • Coordinate meetings between investors and client stakeholders • Track interactions, follow-up, and report on outcomes • Identify and develop relationships with new investors to promote our clients’ investment opportunities • Maintain an up-to-date database of investor contacts • Respond to investor inquiries and create reports that document investor feedback, concerns, and suggestions.

• Facilitate **daily team huddles.** • **Coordinate end-to-end campaign delivery** — from brief to launch — ensuring timelines and deliverables are met. • Act as the **primary information hub** — capturing client requests, joining calls, cascading updates, and ensuring follow-through until completion. • Manage campaign calendars, approvals, and workflows across multiple channels. • Proactively identify roadblocks and solve them before they become bottlenecks. • Participate in department meetings, workshops, and 1:1 coaching sessions. • Continuously look for ways to **raise the bar** for campaign delivery.

• Process and integrate customer data • Serve as the customer service liaison between the company and the customer(s) • Resolve problems and handle customer concerns • Build relationships with customers • Process Customs and PGA entries for clearance of goods into the United States • Review commercial invoices and documentation • Ensure compliance with U.S. Government regulatory agencies • Coordinate shipping details with U.S. forwarders and carriers • Maintain communication with customers, carriers, and vendors • Handle accounting processes accurately

• Processing and assimilating customer data to support the movement of goods between international borders • Acts as the customer service liaison between the company and the customer(s) • Resolves problems (i.e. billing, tracking shipments) and handles customer concerns • Processes Customs and PGA (Participating Government Agency) entries for clearance of goods into the United States • Communicates with specific offices, departments, and teams on all issues affecting customs brokerage