Support Engineer

• Maintain accurate administrative setup and data integrity across internal systems
• Collaborate with Advisors to review, update, and clean data to ensure accuracy and consistency across platforms
• Prepare and deliver system-generated client reports
• Communicate directly with small- to mid-sized clients regarding minor energy contract requests and updates
• Provide inbox and communication support
• Coordinate with the Pit Crew (Operations) to resolve customer service issues, ensuring a positive client experience
• Coordinate meeting logistics and scheduling, ensuring details are handled smoothly
• Support the Sales and Operations teams by managing administrative tasks that improve efficiency and reduce process gaps
• Provide occasional office administrative support as needed

Energy Sales Support Analyst

Sales Support Analyst

Accounting Manager

• Perform accounting operations for revenue and accounts receivable
• Handle accounts payable processes
• Review monthly accounting activity from Mexico team
• Perform monthly balance sheet and income statement reconciliations
• Prepare and review financial statements and supporting documentation
• Drive continuous improvements in financial close processes
• Serve as the primary accounting lead with external CPA firms
• Build and maintain Excel workbooks for reconciliations
• Manage bi-weekly payroll inputs and onboarding new hires
• Manage corporate credit card accounts and employee expense reporting

5

Energy Sales Support Analyst

Sales Support Analyst

Accounting Analyst, Bilingual – Spanish