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Provide high-level administrative support to the Senior Vice President and Chief Financial Officer, including complex calendar management, travel coordination, meeting and event planning, drafting communications, budget analysis and expense reconciliation, records management, board/committee support, and special project assistance while maintaining confidentiality.

Serve as the firms front-line receptionist: manage a multi-line phone system, greet and notify staff of visitors, sort and route mail/packages, maintain reception area, and handle basic administrative tasks while protecting client confidentiality.

Provide live virtual tax consultation and preparation via Intuit’s TurboTax platform. Review and sign returns, advise on federal and California tax issues, assist customers with software navigation, optimize deductions, and ensure accuracy. Participate in paid training and use company tools (video chat, CRM, research databases) to deliver secure, customer-focused service during peak tax season.

Lead capture and pursuit activities from opportunity identification through award. Manage RFI/RFP intake, coordinate cross-functional proposal teams, shape customer requirements, develop capture strategies, prepare compliant proposals, mitigate pursuit risks, and ensure smooth transition to execution.

Sell digital media solutions to SMBs: prospect and research leads, present strategies, close new business, and grow accounts via upsell/cross-sell. Use sales tools (Salesforce, Gong), complete training, and work remotely (Central time zone) with uncapped commission and OTE targets.

Meet with individuals and families to educate and guide advance funeral planning and funding decisions, generate and follow up on leads, build community relationships, manage a local territory and schedule, complete documentation and compliance, and support outreach events and seminars.

Partner with managers and employees to deliver day-to-day HR operations, manage HRIS and employee records, handle employee relations, ensure policy compliance, and design scalable People frameworks. Support performance cycles, development initiatives, and cultural programs while building documentation, automation, and processes for a growing global People function.

The SDR will prospect, outreach, and qualify leads for Account Executives, book discovery calls, manage pre-qualified accounts, and use sales tools to research and set qualified meetings for ecommerce and retail customers.

Provides clerical and administrative support for Student Services departments: maintains files and calendars, screens calls, handles confidential student matters, processes IT work orders, travel/disbursement invoices and purchase requisitions, creates AiM maintenance tickets, coordinates vendors and event logistics, and assists with accessibility intake and student conduct holds.

Lead development and execution of integrated marketing, communications, PR, and stakeholder engagement strategies. Oversee brand, digital strategy, website, social media, media relations, storytelling, crisis communications, and supervise communications staff and external vendors to advance visibility and growth of the school.