• Review monthly rent payment portals to ensure balances are accurate, paid on time, and properly reconciled. • Code rent payments, vendor invoices, and business expenses accurately in QuickBooks. • Prepare monthly rent reconciliation reports and investigate any discrepancies. • Review furniture invoices, utility bills, and vendor charges to ensure billing accuracy. • Manage utility accounts, resolve billing issues, and coordinate account closures when necessary. • Audit property insurance charges to identify and prevent duplicate billing. • Maintain organized and accurate financial records to support ongoing accounting operations. • Assist with month-end close activities and financial reporting preparation. • Support accounting projects and administrative initiatives as assigned. • Monitor financial transactions for accuracy and completeness. • Identify inconsistencies and proactively resolve accounting discrepancies. • Ensure documentation is complete, organized, and audit-ready. • Collaborate with internal teams to improve accounting processes and maintain financial integrity.

• Provide day-to-day support to the sales team and Sales Leadership • Prepare customer presentations, business reviews, sales reports, and internal communications • Manage customer documentation, contracts, promotional agreements, and sales records • Support customer onboarding, item listings, and new product launches • Coordinate sales meetings, customer meetings, and internal planning sessions • Assist with the setup, tracking, and reconciliation of customer promotions and trade spending • Maintain pricing files and customer-specific pricing agreements • Monitor promotional performance and support post-event analysis • Ensure promotional documentation complies with internal approval processes • Generate regular sales reports, dashboards, and performance metrics • Analyze sales trends, market performance, and customer KPIs • Support forecasting and demand planning initiatives

• Own the member experience from first contact to resolution across phone, email, chat, and SMS • Resolve member questions related to appointments, prescriptions, lab work, ICHRA/HRA benefits, and plan details • Triage and prioritize member needs in real time — handle high-impact issues with urgency and sound judgment • Identify when members need services outside Vitable's scope and connect them to the right external resources • Conduct proactive outreach to educate members and drive activation and engagement • Identify workflow gaps and partner with leadership to improve processes and tooling

• Define and drive a roadmap that measurably reduces integration time, defects, and escalations. • Improve integration correctness for key tracking flows (search → PDP → conversion, sponsored click tracking, etc.) by reducing common failure modes and adding robust validation and diagnostics. • Build and evolve validation and debugging tooling that empowers customers, Solutions Engineers, and Customer Success to self-serve faster. • Define clear support and capability boundaries to reduce high-visibility escalations and improve customer predictability. • Partner with Engineering, Solutions/CS, and other Product teams to sequence work, de-risk launches, and ensure new capabilities ship integration-ready. • Define and report a CDX+CDI KPI stack (time-to-first-value, adoption, defect rate, escalation volume, doc findability) and drive continuous improvement.