Role Overview Primary Function: Collections (daily outbound follow-ups, payment resolution, AR classification) Secondary Function: Billing (Google Sheets/QBO/GHL Operations: data entry, reconciliation, invoicing) Reports To: Staff Accountant Manager Meeting Cadence: On demand check-ins with the Staff Accountant
ROLE DETAILS Primary Function Collections: daily outbound follow-ups, payment resolution, AR classification Secondary Function Billing: Google Sheets/QBO/GHL Operations: data entry, reconciliation, invoicing (expands as we scale to GHL) Reports To Staff Accountant Manager Meeting Cadence On
ROLE DETAILS Primary Function Collections: daily outbound follow-ups, payment resolution, AR classification Secondary Function Billing: Google Sheets/QBO/GHL Operations: data entry, reconciliation, invoicing (expands as we scale to GHL) Reports To Staff Accountant Manager Meeting Cadence On
Key Responsibilities: - Dominate your market: Identify, target, and win new business opportunities like the sales pro you are. - Crush your quotas: We don’t care about excuses – we care about results. Exceed monthly and