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Supports the Controller with cash flow monitoring and forecasting, financial and operational reporting, monthly close activities, reconciliations, journal entries, variance analysis, KPI dashboards, budgeting, forecasting, and ad hoc financial analysis. The role also identifies trends and risks, collaborates across functions, and improves reporting processes.

Serves as the primary front-desk contact for homeowners, vendors, and visitors. Provides customer service, manages calls and appointments, processes payments, maintains records, distributes documents, handles deliveries, and supports Community Managers and office staff. The role also manages amenity access device sales, maintains an organized reception area, resolves routine concerns, and escalates sensitive issues while following company policies and protecting confidential information.

Partners with Account Executives to support sales opportunities through technical expertise, customized solution design, product demonstrations, presentations, RFP responses, and prospect support. Maintains demo environments and knowledge resources, troubleshoots technical issues, documents customer requirements, and provides product feedback to Product Management. Also supports evaluations, customer escalations, and newer Solutions Engineers while managing multiple opportunities independently.

Manages patient- and member-facing website content, including updates, landing pages, forms, navigation, content calendars, medical reviews, audits, and governance workflows. Coordinates with communications, marketing, technology teams, and physician reviewers to ensure accurate, timely, SEO-optimized, and brand-compliant content. Tracks requests and deadlines while supporting structured data, schema markup, digital campaigns, and website improvements.

Lead the US buy-side sales organization, managing six Account Executives responsible for new business. Own team performance, pipeline forecasting, account prioritization, territory planning, recruitment, coaching, and sales operating cadence. Partner with Account Management, Customer Success, Sales Engineering, RevOps, Marketing, Product, and global sales leaders to drive growth among hedge funds, asset managers, private credit firms, insurers, and other institutional investors.

Leads the helpdesk team and manages on-site Windows infrastructure, Active Directory, Group Policies, endpoints, Proxmox virtualization, communications systems, patching, HIPAA safeguards, backups, and disaster recovery. Serves as the escalation point for technical issues, monitors service metrics, administers permissions, and coordinates with external tier-three contractors for virtualization architecture and offsite backup continuity.

Leads financial operations, accounting transformation, budgeting, forecasting, GAAP reporting, cost management, internal controls, and compliance for a manufacturing company. Oversees financial close, profitability analysis, pricing support, and strategic planning while partnering with operations and executive leadership. Develops the finance team, improves ERP and reporting processes, drives continuous improvement, and supports manufacturing efficiency, supply chain optimization, and companywide growth initiatives.

Promotes house call and hospice services through community outreach, referral development, healthcare-facility visits, market and relationship analysis, sales projections, and marketing-plan execution. Builds relationships with physicians, hospitals, assisted living facilities, skilled nursing facilities, and other referral sources. Provides community education, attends interdisciplinary meetings, and supports office operations as needed.

Supports integrated marketing plans and campaigns from conception through execution. Creates educational content, newsletters, emails, social media posts, blog articles, advertisements, landing pages, and promotional collateral. Coordinates digital assets, monitors campaigns, analyzes results, identifies opportunities, improves processes, and provides reporting. Partners with marketing and business leads to prioritize initiatives and develop customer resources such as videos, workflows, guides, and webinars.

Supports CRM, loyalty, and lifecycle marketing by building, testing, scheduling, and deploying email and SMS campaigns. Maintains integrated marketing calendars, creates campaign assets in Figma and Canva, supports segmentation and personalization, monitors performance, and recommends optimization. Collaborates cross-functionally on promotional initiatives, documentation, and occasional organic social scheduling. The role requires strong organization, written communication, design skills, and hands-on experience with CRM or email/SMS platforms.