Delegate CX

Account Executive

• Service distributors with quick responsiveness delivering quotes, ideas, solutions, resolutions, customer service with a relationship driven mindset
• Develop action plans to set and help achieve territory goals
• Manage quoting projects and proactive ideation
• Manage High Quantity orders
• Manage and analyze reports and data to pinpoint gaps in growth
• Work with the Inside Sales manager and VP of Sales to create, measure, and execute sales strategy
• Partner with Account Specialist in assigned region to maximize territory coverage and revenue potential on all assigned accounts
• Give formal presentations to inform accounts products, decoration capabilities, marketing programs and business solutions with a focus on sales
• Navigate, qualify & research B2B partnerships; engage via email/phone/social media/virtual office visits
• Achieve monthly sales targets by aligning outside sales team to achieve organizational sales goals
• Achieve expected volume of proactive customer calls while managing inbound requests
• Practice knowledge of consultative selling approach
• Develop creative presentations, programs, specials, and flyers for new opportunities
• Effectively manage multiple projects and assignments through to completion
• Participate in continuous improvement activities to include idea generation
• Other duties as assigned.

Inside Sales Executive

Bookkeeper

• Review, verify, and process vendor invoices for timely and accurate payment.
• Maintain strong relationships with vendors by responding to inquiries and resolving payment discrepancies.
• Reconcile invoices against purchase orders, receipts, and supporting documentation to ensure accuracy.
• Process vendor payments through checks, electronic transfers, ACH, and other approved payment methods.
• Prepare accounts payable reports, including outstanding balances, aging reports, and cash flow projections.
• Monitor company expenses and evaluate payment terms to optimize cash flow and identify cost-saving opportunities.
• Investigate and resolve accounts payable issues, including disputes, late payments, and missing documentation.
• Maintain accurate vendor records and ensure the vendor database remains current.
• Support month-end closing activities and other accounting-related functions as needed.
• Perform additional accounts payable and administrative tasks as assigned.

Accounts Payable Staff/Coordinator

Accounting Manager

• Lead the company's month-end inventory costing update process and provide guidance to the Staff Cost Accountant.
• Perform monthly inventory costing activities, including standard cost updates.
• Analyze inventory transactions and allocate production costs, freight, duties, FOB charges, and other landed costs.
• Review purchase orders and compare actual landed costs against expected costs.
• Maintain and update standard costs within the company's ERP system.
• Analyze cost variances, identify root causes, and collaborate with sourcing, production, and operations teams to resolve issues.
• Support month-end close activities related to inventory and cost accounting.
• Perform inventory reconciliations and valuation analysis.
• Review domestic production costing and conduct monthly cost analyses.
• Partner with Operations, Purchasing, Supply Chain, and Finance teams to improve costing accuracy and reporting.
• Support internal and external audit activities related to inventory and cost accounting.
• Recommend process improvements, strengthen internal controls, and introduce cost accounting best practices.
• Assist with ad hoc accounting projects and financial analysis as assigned.

Cost Accounting Manager

Ecommerce

• Build and maintain custom webstores using platforms like SAGE, Order My Gear (OMG), and BrightStores.
• Perform store refreshes and updates, including product merchandising and virtual image sourcing.
• Execute website edits and maintenance based on AE requests.
• Review landing pages, product details, checkout processes, and all other vital e-commerce website elements for visual appeal, accuracy, and user-friendliness.
• Collaborate with integrated partners to coordinate the integration and testing of templates and products on external systems.
• Manage project timelines for e-commerce site builds and adhere to service-level agreements for site maintenance requests.
• Coordinate the production of orders and ensure timely communication with suppliers about orders using an e-commerce platform.
• Enter orders from webstores into HALO systems (e.g., MStar, NetSuite).
• Set up orders for processing, verify inventory and pricing, and initiate account setup.
• Provide platform guidance to AEs and internal teams.
• Ad hoc tasks aligned with those mentioned above.

ECommerce Specialist

Accounts Payable

• Process high-volume vendor invoices accurately and efficiently
• Review and process customer invoices and billing statements
• Manage vendor relationships by resolving payment discrepancies and responding to inquiries
• Receive, record, and reconcile customer payments through various payment methods
• Monitor Accounts Receivable aging reports and follow up on outstanding balances
• Perform collections through phone calls, emails, and other communication channels while maintaining positive customer relationships
• Match invoices with purchase orders and receipts to ensure accuracy
• Prepare and coordinate vendor payments, including checks, ACH, electronic transfers, and other payment methods
• Reconcile customer accounts, vendor accounts, and bank transactions while resolving discrepancies
• Assist with month-end closing activities, journal entries, account reconciliations, and financial reporting
• Prepare AP/AR reports, aging reports, cash flow projections, and related financial documentation
• Maintain accurate accounting records and ensure compliance with company policies and accounting standards
• Collaborate with sales and internal teams to resolve payment-related issues and support timely revenue recognition
• Perform other accounting and finance-related duties as assigned

AP/AR Specialist

Human Resources

• Data entry and day-to-day support for HRIS-related projects such as establishing new entities, data uploads, new functionality, feeds and integrations, and routine reports.
• Identifies, escalates, and resolves data integrity issues.
• Processes changes in a timely manner, including off-boarding communication and tasks for exiting Artisans, ensuring Artisan information is accurate and complete.
• Provides timely notification to internal stakeholders (e.g., Communications team, IT team, HR team) of non-confidential Artisan milestone moments, such as promotions, new roles and exits.
• Stays informed of all US compliance matters related to employment records, policies and practices.
• Engages with, and seeks guidance from, Legal advisors (internal and external) as needed, and alerts HR team members of substantive changes.
• Revises and publishes updated policies and/or processes to remain in compliance with employment laws and standards.
• Prepares and sends transfer offers, ensuring all necessary approvals are obtained.
• Ensures all necessary documents are kept in Artisan e-files, HRIS, or other shared locations, and maintains confidentiality of records and information.
• Identifies opportunities for streamlined processes and collaborates across the team to determine if, how, and when to implement changes.
• Updates and manages HR templates, forms, and standard documents.
• Updates intranet content for accuracy.
• Review and confirm invoices for HR-related vendors and services.
• Create and update employee resumes and professional profiles as needed.
• Support various HR team members with ad hoc administrative tasks and special projects.

HR Coordinator

Customer Support

• Serve as the primary point of contact for property managers using the platform
• Respond promptly to customer inquiries via email, chat, and phone
• Assist users in navigating dashboards, reports, and data visualization tools
• Troubleshoot platform issues and escalate technical concerns when necessary
• Provide onboarding support and training to new clients
• Analyze market trends and competitor activity across Airbnb, VRBO, and other vacation rental platforms
• Provide recommendations based on available analytics and benchmarking data
• Assist property managers in tracking portfolio performance and identifying growth opportunities
• Support revenue management initiatives through data-driven insights
• Maintain accurate customer records and support documentation
• Document customer interactions, resolutions, and feature requests
• Collaborate with Product, Engineering, and Customer Success teams to improve the customer experience
• Contribute to knowledge base articles, training materials, and support resources

Support Specialist

Implementation Specialist

• Manage the end-to-end implementation process for new clients
• Conduct discovery sessions to understand client business goals, portfolio structure, and reporting requirements
• Configure client accounts, dashboards, reporting settings, and user permissions
• Coordinate data integration and system setup activities
• Develop implementation timelines and ensure milestones are completed on schedule
• Deliver onboarding sessions, product demonstrations, and training workshops
• Educate clients on key performance metrics including occupancy, ADR, RevPAR, booking pace, market trends, and competitive benchmarking
• Act as the primary implementation contact for clients during onboarding
• Coordinate with Customer Success, Product, Engineering, and Support teams to ensure seamless deployments
• Track implementation progress and communicate status updates to stakeholders
• Support client adoption and engagement during the initial onboarding period.

Billing Specialist

• Own all aspects of high-volume customer billing
• Prepare and process a large volume of Accounts Receivable invoices daily with accuracy and speed
• Manage key-customer collections and ensure accounts remain current
• Send monthly customer statements and follow up on outstanding balances
• Identify and resolve billing discrepancies and customer account issues in a timely manner
• Reconcile customer accounts on a monthly basis
• Collaborate with the accounting team to ensure timely and accurate month-end close
• Assist in preparing sales reports for the sales teams
• Learn and work within our ERP system (Microsoft Dynamics Business Central) and Commonsku
• Contribute to initiatives that improve and streamline billing and accounting processes

AR Billing Specialist

Marketing

• Analyzes the customer’s demographic details in addition to forming marketing strategies accordingly.
• Contributes to the creation of digital assets, including email campaigns and content for social media and portals.
• Creates presentation format and compiles data for the preparation of sales presentations.
• Checks the inventory and orders samples.
• Coordinates the production of orders and ensures timely communication with suppliers about orders.
• Provides administrative and project support for a variety of marketing projects.
• Ad hoc tasks aligned with those mentioned above.

DCX Marketing Trainee

• Prepare customer proofs for branded apparel, promotional products, signage, and merchandise
• Create clean, professional mockups using supplied logos, product images, templates, and brand guidelines
• Set up artwork files for internal review, client approval, and production
• Resize, edit, clean up, and adjust customer-supplied artwork when needed
• Create simple design layouts for flyers, digital ads, social media posts, email banners, website graphics, and promotional materials
• Follow existing brand guidelines for both The Promo Addict and You Need A BBQ
• Help maintain consistency across all marketing materials, presentations, and customer-facing graphics
• Organize and save design files in the correct folders with proper file naming
• Prepare accurate proofs for customer approval
• Double-check spelling, logo placement, colours, product details, quantities, and sizing before proofs are sent out
• Update proofs based on feedback from the sales or production team
• Prepare print-ready or production-ready files when required
• Convert, export, and package files in the correct formats such as PDF, PNG, JPG, AI, EPS, SVG, or other required file types
• Help ensure artwork is clean, usable, and ready before it reaches production
• Flag poor-quality logos, missing information, or artwork concerns to the appropriate team member
• Assist with creating and formatting email newsletters for both businesses
• Prepare graphics and layouts for promotional campaigns, product launches, sales events, BBQ classes, seasonal promotions, and branded merchandise campaigns
• Support social media content by creating graphics, resizing images, and preparing post layouts
• Help update website graphics, product images, banners, and promotional visuals when needed
• Assist with basic marketing calendars, campaign checklists, and project tracking
• Repurpose existing content into different formats, such as turning a newsletter graphic into a social post or website banner

Marketing & Creative Support Coordinator

• Assist with marketing administration, reporting, and day-to-day operational support.
• Analyze and communicate marketing data to internal stakeholders.
• Prepare reports and provide insights to support marketing initiatives and business decisions.
• Maintain accurate marketing records, reports, and documentation.
• Collaborate with internal teams to ensure timely completion of marketing-related tasks.
• Conduct research to support marketing campaigns and projects.
• Assist with data management, tracking, and reporting activities.
• Support ad hoc marketing and administrative projects as assigned.

Marketing Admin

Accounts Receivable

• Reviewing and processing incoming invoices and customer billing statements.
• Receiving and recording customer payments through various methods, including checks, credit card payments, and electronic funds transfers.
• Monitoring accounts receivable aging reports to track outstanding balances and promptly follow up on overdue payments.
• Initiating collections procedures for overdue accounts and following up with customers to secure payments through phone calls, emails, or other communication methods.
• Assisting with month-end close processes, including preparing journal entries and reconciling accounts.
• Maintaining accurate and up-to-date records of all accounts receivable transactions, including invoices, payments, and customer correspondences.
• Building and maintaining positive customer relationships by addressing inquiries and resolving payment issues.
• Collaborating with the sales team to resolve payment-related issues and ensure timely revenue recognition.

Accounts Receivable Clerk

Production Artist

• Providing support to partner through day-to-day graphic support
• Designing mockups, vectorizing logos, and producing presentation decks from initial concept through to final delivery
• Setting type and sizing imprints on promotional products
• Creating a wide range of graphics and layouts for product illustrations
• Pulling product templates from supplier websites to create proof
• Sending proof to customers for review and approval
• Ensuring approved orders are smoothly transitioned into the production phase and monitoring order status to prevent delays
• Communicating with internal teams and clients for revisions or suggestions
• Assessing project specifics and creating final products that adhere to those requirements
• Ad hoc tasks aligned with those mentioned above

• Respond to inbound client and member calls within 2–3 rings or escalate accordingly
• Document all service requests in the CRM accurately and completely on the same day of the activity
• Confirm and update member contact and benefit details using applicable resources
• Follow up on open service cases every 3–4 business days and keep the CRM up to date
• Deliver clear, accurate benefit education and claim/appeal support to members
• Close an average of 8 cases per day or 40 cases per week
• Maintain professionalism, confidentiality, and compliance with privacy regulations
• Communicate proactively with clients and team members to manage expectations
• Support internal performance goals and collaborate positively with team members
• Comply with punctuality, internet usage, and time-off request policies
• Maintain applicable licensure if required, and stay up to date with CE credits
• Adhere to all Brinson Benefits' performance, privacy, and customer service standards