Promote company services, grow sales, and build long-term relationships with new and existing legal and financial clients. Manage client communications, meetings, proposals, follow-up, retention, market research, competitor analysis, trade show participation, and sales reporting. The role is fully remote for Charlotte, North Carolina residents and requires travel within the assigned territory up to 50% of the time.

Processes customer payments, cash receipts, bank deposits, invoices, and account statements. Reconciles bank activity, monitors aging reports, follows up on overdue accounts, resolves payment issues, conducts credit checks, maintains client records, and supports Finance process improvements. Requires accurate financial recordkeeping, client communication, ERP experience, and proficiency with Microsoft Office and PDF documents.

Provides front desk and clerical support in a fully in-office Dover, Delaware office. Responsibilities include managing a multiline phone system, greeting visitors, coordinating deliveries, handling mail and legal documents, filing, maintaining office supplies, supporting mailing and audit projects, and communicating professionally with clients and coworkers.