Assistantly

Manager

• Serve as the Lofty Subject Matter Expert, acting as the primary point of contact for all CRM-related questions and troubleshooting
• Train and support agents on how to properly use Lofty, ensuring adoption, consistency, and best practices across the team
• Own the entire Lofty platform, including setup, workflows, tagging, automation, and pipeline optimization
• Manage inbound company leads as an ISA, responding quickly, qualifying prospects, and routing opportunities appropriately
• Ensure no lead goes untouched, monitoring follow-ups and holding agents accountable to response standards
• Audit and improve current CRM workflows, identifying gaps and implementing smarter systems to increase efficiency and conversion
• Create and optimize drip campaigns and automation sequences for buyers, sellers, and long-term nurture
• Track lead activity and pipeline health, providing visibility into performance and areas for improvement
• Recommend strategic enhancements to improve speed-to-lead, follow-up consistency, and overall CRM performance
• Maintain clean data hygiene, updating records, managing duplicates, and keeping the database organized

Lead Manager

Accounting Manager

• Own end-to-end accounts payable processes, including invoice intake, GL coding, approval routing, and vendor payments via Ramp Bill Pay
• Manage and optimize Ramp platform configurations for corporate cards and AP workflows
• Code and classify expenses across multiple entities and business dimensions in Rillet
• Review and approve expenses for policy and accounting compliance
• Serve as the primary vendor contact for payment status and AP inquiries, proactively following up and resolving discrepancies
• Support employees with expense reporting and Ramp usage questions
• Manage the full vendor lifecycle, including onboarding, maintaining documentation, periodic reviews, and offboarding in coordination with Legal and Finance
• Collect and verify vendor tax documentation, leading annual 1099 filings in Ramp
• Implement automation for recurring transactions to streamline AP processes
• Support month-end close activities with AP accruals, journal entries, aging review, rollforwards, and balance sheet reconciliations
• Maintain organized audit and compliance documentation
• Assist the Accounting Manager and Senior Accountant on special projects and continuous workflow improvements

Assistantly

Lead Manager

AP & Accounting Specialist

AP & Accounting Specialist