Delegate CX

Account Manager

• Responsible for responding promptly to customer inquiries
• Responsible for providing customers with information on product pricing, features, and availability
• Responsible for creating proposals, quotes, and opportunities
• Responsible for creating presentation format and compiling data for the preparation of sales presentations
• Responsible for documenting all order-related activities in various systems
• Ensures up-to-date records of customer interactions, transactions, comments, and complaints
• Responsible for managing high volume of inbound and outbound emails
• Responsible for providing general day-to-day customer service to clients and vendors
• Ad hoc duties as assigned

Account Coordinator

Frontend Engineer

• Review customer files, contracts, insurance documents, and project information to determine required deposits and out-of-pocket expenses
• Contact customers to collect deposits and secure payments before project commencement
• Verify payment amounts based on insurance coverage, project scope, and customer obligations
• Maintain accurate records of customer communications, payment activity, and account status
• Follow up on outstanding deposits and payment commitments in a timely manner
• Collaborate with sales, project management, and operations teams to ensure smooth project progression
• Resolve customer questions related to deposits, payments, and project financial requirements
• Document collection activities and update internal systems with accurate account information
• Monitor accounts and identify potential collection issues before they impact project timelines
• Assist with reporting and tracking collection metrics as required
• Perform additional collections and administrative support tasks as assigned

Front End Collections TM Specialist

IT Support

• Audits invoices against service records, contractual terms, and rates for accuracy (requires contract interpretation)
• Breaks down charges per coding system
• Escalates any potential financial risks to appropriate management
• Works with Field/Regional Managers and Inside Operations Specialists in order to obtain approvals and understand service records
• Becomes an expert on the details of properties – i.e., the type and amount of equipment, contractual status, and ongoing issues
• Researches, follows up, and resolves any disputed issues with vendors
• Coordinates with Accounts Payable to ensure timely and accurate payments
• Responds to department and vendor inquiries in a timely and accurate manner
• Maintains organized and up-to-date documentation supporting payment records, account reconciliation status, and disputes
• Tracks/collects recycle rebates
• Performs monthly audits of properties
• Maintains accounting controls by preparing and recommending policies and procedures
• Perform other duties as assigned

AP Audit Specialist

Bookkeeper

• Perform general ledger account reconciliations
• Download and upload invoices into the accounting system
• Review and distribute invoices to the appropriate accounts and departments
• Contact vendors to obtain missing invoices and supporting documentation
• Update and maintain records of paid invoices
• Upload invoices into client software and portals as required
• Research and resolve payment issues for invoices that did not properly migrate to the accounting system
• Assist with special projects and perform other ad hoc duties as assigned

Accounting Assistant

Financial Planning and Analysis

• Assist in data gathering, development and consolidation of annual and mid-year budgets and forecasts
• Support near- and long-term P&L forecast
• Assist in the preparation and processing of cost center managers' monthly budget to actual review reports
• Assist in the consolidation of feedback from the cost center managers
• Assist in the preparation of management reports related to monthly variance report
• Assist in the preparation of weekly and 12-month rolling cash forecast
• Support the FP&A team in conducting financial reviews, presentations, and discussions

DCX Financial Planning Analyst

Appointment Setter

• Support in analyzing blueprints and technical specifications to understand project requirements
• Support contract preparation by drafting proposals and agreements for roofing projects
• Utilize related roofing software & tools to streamline project planning, management, and documentation
• Generate leads and set appointments for roofing consultations with potential customers
• Respond to customer inquiries regarding services, pricing, and project timelines via phone, email, or chat
• Communicate effectively with project managers, suppliers, and clients to ensure seamless coordination
• Research roofing materials, industry standards, and regulations to stay informed on best practices
• Develop reports, summaries, and cost breakdowns to assist in project tracking and decision-making
• Participate in training sessions to enhance roofing estimation, customer service, and project planning expertise

Home-Based Sales/Appointment Setter – Roofing Industry

Accounts Receivable

• Prepare and process customer invoices accurately and on time
• Compile and organize invoice support documentations
• Support account reconciliations and maintain accurate customer account records
• Review expenses and follow up with team members regarding post-event expenditures
• Enter accounts payable transactions accurately into accounting systems
• Communicate with vendors regarding invoice status and payment-related inquiries
• Perform credit card transaction data entry and reconciliation
• Enter and maintain bank account transaction records

AR Clerk

Sales

• Provide customers with information on product pricing, features, and availability
• Create proposals, quotes, and opportunities
• Create presentation formats and compile data for the preparation of sales presentations
• Document all order-related activities in various systems
• Send follow-ups with suppliers on orders
• Ensure up-to-date records of customer interactions, transactions, comments, and complaints
• Manage a high volume of inbound and outbound emails
• Provide general day-to-day customer service to clients and vendors
• Perform ad hoc tasks aligned with those mentioned above

Sales Assistant

Accountant

• Prepare and review various accounting reports such as revenue, expense, and variance reports.
• Review, post, and prepare journal entries, including period-end accruals.
• Oversee the reconciliation of various bank accounts.
• Process outgoing check batches.
• Handle lease administration, including abstracting leases.
• Respond to client, vendor, and tenant inquiries.
• Conduct financial analysis, including revenue forecasting.
• Perform other related accounting and administrative duties as assigned.

• Approve and assign expenses to the appropriate projects and cost centers
• Create, review, and submit invoices to clients accurately and on time
• Monitor and follow up on outstanding and past-due invoices
• Maintain and track time and expense entries, ensuring records are current and accurate
• Run and prepare financial reports for management and operational review
• Assist with maintaining accurate bookkeeping records and financial documentation
• Monitor financial transactions and ensure compliance with company procedures
• Support financial reporting and accounting activities as required
• Review financial data for completeness, accuracy, and consistency.
• Perform additional bookkeeping and administrative duties as assigned

Customer Support

• Responsible for entering orders and handling the end-to-end process until the order reaches the customer
• Make outbound calls to existing and prospective customers
• Take and process customer orders accurately
• Communicate changes in order status and production schedules with manufacturing suppliers, sales representatives, and clients
• Responsible for building sustainable relationships and trust with customer accounts through open and interactive communication
• Conduct cold calling to generate new business
• Responsible for working with suppliers and the internal team on order issue resolution when needed
• Source promotional products and apparel based on customer needs
• Ensure production proof approvals are received and reviewed, and document proof and production status in internal systems
• Ensure up-to-date records of customer interactions, transactions, comments, and complaints
• Maintain and update customer records in CRM systems
• Provide excellent customer service and follow-up throughout the sales cycle
• Responsible for documenting all order-related activities in various systems and maintaining order status updates in company internal software
• Ensure that communication procedures, guidelines, and policies are followed
• Ad hoc tasks aligned with those mentioned above

Customer Service Representative

Graphics Designer

• Create logos and innovative artwork and develop pre-production artwork
• Apply brand guidelines to maintain visual consistency and edit photos to enhance visuals
• Engage in typesetting and layout design
• Design website mockups with compelling images
• Create item templates and redraw items using specifications and photos
• Maintain brand standards while exploring creative possibilities
• Review the final layouts and suggest improvements when necessary
• Work closely with clients’ ideas and manage their expectations
• Ad hoc tasks aligned with those mentioned above