• Owns all assigned expanded projects spanning all client types, ensuring they meet company standards, client needs, and agreed scope, timeline, and budget • Takes full responsibility for each project’s success by driving effective planning, coordination, communication, and execution from start to finish • Leads or joins project kickoff meetings to confirm requirements, check assumptions, and ensure everyone understands goals, deliverables, and success criteria • Sets and communicates daily priorities for team members to keep work focused on project goals and deadlines • Responds quickly and professionally to client communications to maintain strong relationships and high client satisfaction throughout the project • Tracks project progress, spots risks or issues early, and escalates concerns to stakeholders to protect quality and timelines • Reviews project plans, designs, and deliverables for quality and accuracy before sharing them with internal or client stakeholders

• Executive support: organize Tom’s travel and logistics for events, seminars, and client meetings. • HR & Recruitment: manage the end-to-end recruitment process. • Events & Trade Shows: operational coordination of our presence at events and organization of team seminars. • Finance backup (5–10 hours/week): issue client invoices and follow up on payment reminders. • Marketing & Brand Support: help develop the agency’s brand and support content creation. • Sales Operations: maintain the CRM and respond to incoming emails. • Project & Ad-hoc Support: execute occasional projects as needed.

• Support the full customer lifecycle—from pre-sales assessment through deployment, training, adoption, and post-sales expansion. • Help deliver successful deployments, train hospital staff, analyze utilization, and assist in identifying new opportunities for workflow automation. • Support project managers in executing deployment plans and tracking progress. • Assist with on-site robot setup, route mapping, testing, and configuration. • Prepare documentation, schedules, and resource plans for go-live activities. • Monitor early usage, gather feedback, and help customers reach stable adoption. • Track utilization metrics, delivery volumes, and customer feedback.

• Support the onboarding process for new clients, ensuring a smooth transition and clear setup of accounting systems. • Manage day-to-day bookkeeping tasks, including accounts payable and receivable, monthly closings, and preparation of financial reports and analysis. • Use company software to complete accounting, reporting, and tax-related tasks with accuracy and efficiency. • Prepare payroll, sales tax returns, depreciation schedules, and other accounting documents in line with professional standards. • Assist with audits and reconciliations to ensure financial accuracy and compliance. • Analyze financial data to forecast revenue and evaluate profit margins. • Prepare and file U.S. corporate and individual income tax returns (including 1099s and year-end filings). • Research complex tax and accounting issues to provide practical solutions. • Contribute to special projects and financial report preparation as needed.