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The Account Executive will grow revenue across existing and prospective B2B accounts by developing territory plans, generating pipeline, managing sales opportunities, maintaining accurate CRM forecasts, presenting software and data solutions, negotiating agreements, and closing deals. The role partners with sales engineering, product, services, legal, and finance teams while engaging engineering, technical, and procurement stakeholders. Success requires consistent quota attainment, strong communication, commercial judgment, and disciplined pipeline management.

Handles US sales and use tax and Canadian GST/HST, PST, and QST compliance across company entities. Responsibilities include preparing filings, reconciling tax accounts, reviewing transaction tax data, resolving tax notices, maintaining exemption certificates and compliance records, supporting audits, tracking licenses, researching tax implications, and improving tax procedures. The role also provides administrative and ad hoc tax project support.

Provides administrative and customer service support to property management and maintenance teams. Responsibilities include office operations, records and file management, invoice processing, vendor setup, database updates, tenant communications, property walks, event support, and coordination with vendors, contractors, and internal teams. The role also maintains supplies and procedures, supports crisis communications, handles confidential information, and promotes AI tools to improve contract tracking, reporting, and operational efficiency.

Supports managed account operations across multiple clients, including account administration, reconciliations, corporate actions, security master processes, performance reporting, onboarding, and exception resolution. Performs daily processing, resolves reconciliation breaks, maintains data integrity, collaborates with clients and internal teams, assists with system testing, and contributes to workflow improvements and platform enhancements.

Assists the Branch Manager with daily branch operations, service quality, sales goals, and employee supervision. Leads, trains, and coaches staff; supports recruiting and performance management; oversees account opening, certificates, IRAs, consumer loans, cash controls, and branch procedures. Reviews and approves new memberships, identifies cross-selling opportunities, ensures regulatory compliance, and provides coverage support to other branches.

Own customer technical implementations from commitment through the first 30 production days. Lead discovery, integration design, API and data troubleshooting, configuration, testing, UAT, launch, and stabilization. Coordinate USPS, postal, logistics, and commingling partner requirements while translating customer needs into technical plans and engineering requirements. Use development and AI coding tools to build utilities, automate implementation work, and resolve issues directly. The role requires regular travel to customer and partner locations and supports complex physical-mail workflows.

Prospect and research enterprise accounts, craft targeted outreach, and support Account Executives in developing prospecting plans. Own outbound engagement, share best practices, leverage AI for efficiency, and hit performance and development goals to progress into sales roles.

Part-time Revenue Operations contractor to design and run GTM tools, evaluate and integrate tech stack (HubSpot-centric), build outbound sequences, maintain enrichment and data quality, manage HubSpot workflows and reporting, and document systems for operational continuity.

Design and harden roadside embedded hardware and firmware for highly reliable, weatherproof IoT devices: PCB/schematic development, CAD for manufacturability, edge software for sensors and connectivity, and iterative manufacturing improvements to ensure 99.9% uptime.

The QC Manager ensures the integrity of the Neighborhood Captains program, monitoring data quality, conducting voter follow-ups, managing plants, and supporting Organizers with actionable insights.