Elevate and Delegate

Accounting Manager

• Manage bookkeeping for multiple client accounts
• Perform monthly reconciliations and close processes
• Prepare and review financial statements
• Maintain accurate general ledger records
• Ensure high-quality client deliverables
• Tax Support
• Prepare and review business and individual tax returns
• Assist with tax planning and compliance
• Research accounting and tax issues as needed
• Support clients throughout tax season
• Team Leadership
• Mentor and supervise junior accounting staff
• Review work for accuracy and completeness
• Improve workflows, documentation, and quality control
• Help build and scale the accounting team over time
• Serve as the first point of escalation for accounting questions
• Client Service
• Communicate professionally with clients
• Resolve accounting issues proactively
• Manage deadlines across multiple engagements
• Deliver consistent, accurate work with minimal supervision

Project Manager

• Build, update, and maintain project-level financial models in Excel for prospective and active development opportunities.
• Run return simulations and sensitivity analyses (IRR, NPV, DSCR, payback) across varying assumptions for pricing, incentives, financing, and production.
• Support the sales and origination process with pro formas, pricing scenarios, and deal summaries for internal review and client-facing materials.
• Own deal file management—organize, name, version, and maintain project documentation, contracts, and supporting data in a consistent, auditable structure.
• Prepare inputs and materials for investment and partner decision meetings.
• Oversee a portfolio of operating assets, tracking production, availability, and financial performance against underwritten assumptions.
• Produce recurring operational and financial reporting (monthly/quarterly) for internal stakeholders, partners, and investors.
• Maintain support criteria—compliance checklists, warranty and O&M documentation, reporting calendars, and key performance thresholds.
• Flag performance variances and support root-cause analysis and corrective actions with the operations team.
• Feed real operating results back into the modeling assumptions used for future deals.
• Serve as a data and reporting resource across the project lifecycle, ensuring consistency between underwritten and actual figures.
• Continuously improve model templates, file structures, and reporting workflows.
• Support ad hoc analysis requests from the Managing Partner and deal team.

Project Finance Analyst

Digital Marketing

• Launch and manage Paid Ads campaigns across Google Ads and Meta platforms
• Support additional platforms as needed (Bing Ads, TikTok Ads, Programmatic)
• Continuously optimize campaigns to hit performance targets and maximize ROI
• Analyze performance trends and proactively implement improvements
• Identify and resolve tracking, performance, and delivery issues efficiently
• Ensure campaigns run smoothly with minimal downtime or data gaps
• Implement and manage tracking using Google Analytics (GA4), Google Tag Manager (GTM), and Google Search Console (GSC)
• Integrate Zapier workflows for CRM and lead tracking
• Set up and manage CallRail tracking to evaluate call quality and conversion performance
• Generate clear, actionable performance reports
• Provide insights and recommendations to improve campaign outcomes
• Help the team understand campaign performance and how to scale it.

Paid Media Specialist

Chief Marketing Officer

• Manage highly active executive calendars, expertly handling scheduling conflicts, setting up meetings, and ensuring daily time optimization.
• Triage and organize executive inboxes, drafting professional responses, filtering out noise, and escalating urgent matters when necessary.
• Coordinate internal and external meetings, including setting agendas and taking accurate meeting minutes.
• Assist in gathering campaign performance data (SEO, Google Ads) to help prepare monthly reporting for clients.
• Maintain and organize project documentation, ensure team files are up-to-date, and consistently follow up on standard executive action items.
• Serve as a central point of contact for routine client inquiries, ensuring they are directed to the right team member.
• Assist in the preparation of campaign briefs, creative assets, and follow-up communications to ensure marketing initiatives stay on schedule.
• Compile research and format reports to help executives prepare for upcoming meetings and initiatives.
• Handle sensitive and confidential information with the utmost discretion and professionalism

Executive Assistant, Marketing

Salesforce Consultant

• Migrate customers from newly acquired alarm companies into Salesforce — accurately creating accounts, service addresses, contacts, and billing records.
• Set up each integrated customer correctly: billing cycle and cadence, the correct recurring line items (alarm monitoring, video security, access control), and connection to the central monitoring station.
• Handle multi-location accounts cleanly — e.g., a single billing entity with multiple service addresses across the country.
• Partner with leadership through the post-close integration of each acquisition, flagging issues and edge cases proactively.
• Pull Salesforce data each month to calculate total RMR and new RMR.
• Build the monthly attrition report, accounting for new customers, price changes, discounts, cancellations, and transfers.
• Maintain the trailing-six-month view used by leadership to track RMR and attrition trends over time.
• Create and maintain customer subscriptions each month with the correct line items and billing cadence (e.g., monthly or quarterly).
• Process account updates: billing changes, address changes, added scopes of service, and other modifications.
• Serve as a point person for RMR changes in Salesforce, with leadership review before implementation.

Revenue Operations Specialist, Salesforce Admin

Administration

• Contract Management & Customer Outreach
• Maintain and manage the company’s master contract audit database.
• Identify active customers with unsigned, expired, or missing agreements.
• Conduct daily outreach via phone and email to obtain signed agreements.
• Utilize approved scripts, templates, and communication workflows.
• Track contract completion progress and maintain performance scoreboards.
• Document all customer interactions and contract statuses within Salesforce.
• Manage DocuSign workflows related to account ownership transfers.
• Ensure agreements are properly executed, filed, and recorded.
• Upload finalized documents to Google Drive and update Salesforce records.
• Coordinate with Sales and Field Service teams to ensure contract completion during account setup.
• Serve as the first point of contact for routine contract-related inquiries.
• Answer questions regarding contract terms, renewals, rates, and standard agreement provisions.
• Follow established SOPs and escalation procedures.
• Escalate complex or high-risk matters to leadership when appropriate.
• Monitor contract execution status, renewals, and pending signatures.
• Maintain organized digital contract records and account folders.
• Ensure Salesforce data remains accurate and up-to-date.
• Properly categorize accounts to support reporting, audits, and operational planning.
• Partner with Customer Success, Sales, and Field Service teams to resolve account issues.
• Support leadership with contract reporting and data accuracy initiatives.
• Assist with integrating contracts and records from acquired businesses.
• Participate in outbound collections activities for past-due accounts.
• Document all outreach efforts and outcomes within Salesforce.
• Support the transition of collections responsibilities to the Receivables team as processes mature.

Contracts Administrator

Growth Marketing

• Develop and implement growth strategies to increase client acquisition and revenue.
• Identify new business opportunities, target industries, and market segments for recruitment and outsourcing services.
• Design and optimize lead generation campaigns across digital and traditional channels.
• Create systems for prospecting, nurturing, and converting potential clients.
• Monitor market trends, competitor activities, and industry opportunities to drive growth initiatives.
• Marketing Strategy & Planning
• Develop and maintain the company's annual and quarterly marketing plans.
• Build and execute integrated marketing campaigns to increase brand awareness and lead generation.
• Create and manage marketing budgets, timelines, and performance metrics.
• Establish positioning and messaging strategies for recruitment, staffing, and outsourcing solutions.
• Collaborate with leadership to align marketing objectives with overall business goals.
• Marketing Funnel Development & Optimization
• Design and manage end-to-end marketing funnels from awareness to conversion.
• Implement lead nurturing strategies using CRM and marketing automation platforms.
• Track campaign performance and optimize conversion rates throughout the customer journey.
• Develop landing pages, email sequences, content strategies, and lead magnets.
• Analyze funnel performance and provide recommendations for continuous improvement.
• Client & Vendor Management
• Build and maintain strong relationships with existing and prospective clients.
• Coordinate with vendors, marketing partners, agencies, and service providers to ensure successful project execution.
• Manage partnerships and strategic alliances that support business growth.
• Serve as a key point of contact for marketing-related client initiatives and collaborations.
• Ensure client satisfaction through proactive communication and strategic support.
• Brand Development & Digital Marketing
• Strengthen company branding across digital and offline channels.
• Oversee website, social media, content marketing, SEO, email marketing, and paid advertising efforts.
• Develop thought leadership and employer branding initiatives.
• Ensure consistent brand messaging across all marketing materials and communications.
• Analytics & Reporting
• Establish KPIs and reporting frameworks for marketing and growth activities.
• Track lead generation, conversion rates, client acquisition costs, ROI, and campaign effectiveness.
• Present regular performance reports and growth recommendations to management.
• Use data-driven insights to improve marketing performance and business outcomes.

Growth and Marketing Strategist

Marketing

• Produce creative across formats: newsletters, social content, campaign assets, brand documents, landing pages, one-pagers, and pitch materials
• Translate client briefs and brand guidelines into finished, on-brand deliverables
• Use Claude and similar LLMs to accelerate research, drafting, and iteration — then apply real editorial judgment to elevate the output
• Use Lovable or comparable no-code tools to build and deploy lightweight web assets when needed
• Manage multiple client projects simultaneously without dropping quality or detail
• Communicate proactively when you need clarity, and flag anything that looks off before it ships