customer success for our clients. As a LegalTech company, our focus is on the intersection of legal drafting/review, customer... quality. Key Responsibilities Legal Drafting/Review As part of our service customers require written agreements...
: Financial Accounting & Reporting Own the monthly, quarterly, and annual close process for all entities Prepare and review..., and sales channel Cash Flow, AP/AR & Controls Manage cash flow forecasting and short- and medium-term liquidity planning...
Optimization & Iteration – 20% Review performance metrics to refine hooks, structure, and messaging Test different writing angles... from anywhere Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency Team Incentives: Recognition...
basic financial statements (P&L, Balance Sheet) Generate reports for internal review Payroll & Tax Support — 10% (Client...) Full-charge bookkeeping experience Multi-entity or multi-currency exposure Payroll or sales tax experience Accounting...
& Quality Control – 35% Review incoming Release of Information (ROI) forms and correct missing or incorrect information... from anywhere Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency Team Incentives: Recognition...
and billing accuracy Cross-check pay rates and bill rates against client contracts Generate and review reports related...—work from anywhere Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency Team...
. Review completed marketing assets (ads, copy, visuals, PPC setups) before delivery. Spot issues, inconsistencies, or missed..., ads, PR, or sales. A basic understanding of marketing and digital advertising (PPC experience...
or similar). Review job notes, invoices, and service documentation for accuracy and completeness. Track call volume, booking... consistently. Sales Support & Upselling Explain and upsell homeowner membership or service plans when appropriate. Support...
. Contracting & Payer Relations (45%) Review, negotiate, and manage payer contracts to ensure favorable terms and alignment... timeliness, and overall sales efficiency Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting...
Entitlement and permitting Construction and design agreements Financing and joint ventures Leasing and sales Property... management Draft, review, and negotiate a wide range of legal documents, including purchase agreements, development agreements...