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Manage a portfolio of client accounts to ensure onboarding success, respond to inquiries, coordinate orders in the ERP, monitor customer health, recommend optimizations and upsells, provide performance insights, and collaborate across teams to drive retention and growth.

Lead general accounting, AP, AR/collections, and month-end close. Prepare reconciliations, journal entries, and financial packages. Oversee payroll review, internal controls, audits, ERP improvements, budgeting, and tax coordination. Supervise and develop accounting staff and drive process improvements and ad-hoc financial analysis.

Serve as a strategic Account Manager supporting sales to retain and expand high-value client relationships. Prepare quotes and proposals, coordinate onboarding, maintain CRM and pipeline, mentor customer success team members, manage pricing and billing, conduct business reviews, and identify upsell/cross-sell opportunities to drive continuous revenue growth.

Provide first-level hardware and software support across a 24/7 operation: log and escalate issues, image and deploy desktops/laptops, support printers, phones, and mobile devices, maintain documentation, train new employees, participate in on-call rotation and process improvement efforts.