- Assess clients' financial situations, provide personalized options for managing debt.
- Offer ongoing support through Debt Management Program for debt resolution.
- Serve as a trusted resource, answering questions to ensure financial stability.
- – Process high-volume vendor invoices and ensure accurate GL coding and documentation.
- – Coordinate with vendors and internal teams to resolve inquiries and discrepancies.
- – Prepare AP aging reports and assist with month-end close and audit support tasks.
- – Win new business by managing high-volume, end-to-end sales cycles.
- – Pitch, demo, and close deals while collaborating with SDRs for lead conversion.
- – Maintain accurate sales pipeline in Salesforce and meet monthly revenue targets.