Global Finance Teams

Billing Specialist

• Learn to translate SOW contract terms into subscription models within Ordway.
• Ensure the seamless sync between Ordway and QuickBooks Online (QBO), keeping our general ledger pristine.
• Assist the Head of Finance and Controller with ad-hoc data requests, financial reporting, and audit preparation.
• Proactively manage and audit data cleanliness across all financial systems to ensure reporting is 100% reliable.
• Use tools like Coupler and SaasAnt to manipulate and import data with laser-sharp attention to detail.
• Actively look for ways to streamline our tech stack (Ramp, Cube, Claude AI) and propose more efficient workflows.

Data and Billing Specialist – PT

Customer Success Manager

• Serve as one of the primary points of contact for assigned clients
• Conduct regular client check-ins to gather feedback and assess engagement health
• Monitor client satisfaction and identify areas for improvement proactively
• Coordinate with recruitment, operations, and leadership teams regarding client concerns or staffing updates
• Track employee performance feedback and escalate concerns when needed
• Help ensure timely resolution of operational or service-related issues
• Maintain client records, meeting notes, and engagement updates in internal trackers or CRM systems
• Prepare simple reports on client feedback, retention risks, and engagement status
• Support onboarding coordination for new clients and newly hired team members
• Assist leadership in improving internal processes and customer experience initiatives
• Follow up on pending action items and ensure commitments to clients are completed on time
• Monitor overall engagement health including communication responsiveness, staffing stability, and client sentiment

Senior Customer Success Manager

Executive Assistant

• Manage calendars, schedule appointments, and coordinate meetings for senior attorneys.
• Prepare, proofread, and organize legal documents, correspondence, and reports.
• Assist in travel arrangements and itinerary planning.
• Serve as a liaison between attorneys, clients, and external parties to facilitate smooth communication.
• Coordinate and support special projects and law firm events.
• Maintain confidential client and firm information with utmost discretion.
• Support billing and invoicing processes as required.
• Assist with case management and filing.

Executive Assistant, Law Firm

Influencer Marketing

• Develop and implement comprehensive marketing strategies aligned with business goals.
• Lead and coordinate marketing operations including campaign planning, execution, and analysis.
• Manage cross-functional teams to ensure timely delivery of marketing projects.
• Analyze market trends and competitor activities to identify opportunities for growth.
• Oversee content development, digital marketing, and social media initiatives.
• Collaborate with sales and product teams to align marketing efforts with sales objectives.
• Monitor and report on marketing performance metrics to optimize campaigns.
• Manage budgets and allocate resources effectively.
• Ensure brand consistency across all marketing channels.

Data and Billing Specialist – PT

Senior Customer Success Manager

Executive Assistant, Law Firm

Operations Influencer Management