Prime System Solutions

Customer Success Manager

• Assign HubSpot records and adjust workflows as needed due to territory shifts.
• Clean and manage data in HubSpot, ensuring duplicates, errors, and outdated information are addressed.
• Format and import Excel lists using established data hygiene practices and custom field mappings.
• Create and update dashboards and reports to support campaign analysis, pipeline tracking, and performance metrics.
• Stage emails, blog posts, landing pages, and web content based on provided copy and creative assets.
• Assist in the creation and maintenance of sales sequences and automation workflows.
• Conduct regular audits to ensure adherence to data standards and best practices.
• Collaborate with marketing and sales teams to fulfill administrative support needs.
• Document processes, naming conventions, and best practices to ensure consistency and scalability.

HubSpot CRM Specialist, Part Time

Systems Engineer

• Perform **patching and updates for client systems** using **Kaseya VSA**.
• Manage and deploy operating system and application patches through **Microsoft Intune**.
• Support patching activities using **Datto RMM**, including monitoring, troubleshooting failures, and ensuring successful deployment.
• Generate and maintain **patch compliance reports**, ensuring systems meet security and compliance standards.
• Deploy, update, and manage **third‑party applications** across endpoint devices.
• Use **PowerShell scripting** to automate endpoint tasks, improve efficiency, and resolve recurring issues.
• Maintain endpoint performance, stability, and security across multiple environments.
• Handle and resolve incidents, service requests, and patch‑related issues via the **ConnectWise ticketing system**.
• Work independently on L2‑level tasks while escalating complex issues when appropriate.
• Follow defined SLAs and operational processes in a high‑volume, ticket‑driven environment.
• Maintain accurate endpoint documentation and asset visibility using **Liongard**.
• Assist with **remediating an existing backlog of Liongard deployments**, including:
• - Reviewing and fixing failed or incomplete inspections
• - Re‑establishing connections and configurations
• - Cleaning up and validating asset data
• - Ensure endpoint configurations and asset records are current and reliable.

Endpoint Systems Engineer, L2

Financial Planning and Analysis

• Lead the budgeting, forecasting, and financial planning cycles, ensuring accuracy and alignment with business goals.
• Conduct variance analysis, trend analysis, and financial modeling to support strategic decision-making.
• Prepare and present management reports, dashboards, and financial insights for senior leadership.
• Evaluate financial performance by tracking KPIs and identifying areas for improvement.
• Support investment decisions through ROI analysis, cost-benefit evaluations, and scenario modeling.
• Collaborate with cross-functional teams (Operations, Sales, HR, etc.) to align financial plans with organizational strategy.
• Ensure the accuracy and compliance of financial data, supporting audits when required.
• Recommend process improvements to enhance efficiency and reporting quality.

Financial Planning & Analysis Analyst

Accountant

• Assisting in the timely and accurate preparation of consolidated financial statements and footnote disclosures in compliance with US GAAP
• Preparing and maintaining various schedules to support financial statements and footnote disclosures
• Preparing reconciliations and journal entries for intercompany activities elimination. Areas include equity method of accounting, fixed assets, leased assets, and POC accounting.
• Reviewing consolidated subsidiaries’ standalone financial statements to build a strong understanding of the company’s operations and ensure accurate disclosures in the Company's financial statements
• Working extensively with the company’s ERP system by building customized reports to support efficient data analysis and reconciliations
• Providing suggestions and support for process improvements/efficiencies
• Supporting corporate accounting team in the month-end close
• Assisting with requests from external auditors to provide necessary documentation and information for audits

Group Consolidation Accountant

Operations

• Support day-to-day operational and administrative tasks to help keep internal workflows organized and on track
• Maintain accurate documentation, process notes, and task follow-ups
• Assist in improving and maintaining structured workflows and operational processes
• Help ensure tasks, follow-ups, and action items are completed in a timely manner
• Support team coordination and contribute to overall operational efficiency
• Assist with initial outbound outreach through cold calling and follow-up communication
• Use structured scripts to help qualify prospects and book meetings
• Track outreach activity and maintain accurate updates in the CRM system
• Keep contact lists clean, organized, and updated with relevant notes and next steps
• Support the team in maintaining consistency across prospecting activities
• Schedule and manage social media posts across designated platforms
• Assist with basic marketing automation workflows, including: email campaigns, follow-up sequences, contact list segmentation
• Help ensure marketing activities are executed accurately and on schedule
• Support campaign consistency, follow-through, and process compliance
• Assist with light coordination of marketing-related tasks and content scheduling
• Maintain clean and accurate CRM records
• Update client and prospect information, notes, and activity logs
• Help monitor workflow progress and ensure important updates are captured properly
• Support process discipline by helping maintain organization and accountability across tasks and systems

Technical Operations Coordinator

Sales Operations Manager

• **🔑 Key Responsibilities:**
• **Light Outbound / Prospecting**
• - Assist with cold calling (initial outreach, qualifying, booking meetings)
• - Follow **structured scripts** and track outcomes
• - Keep CRM/contact lists updated with accurate notes
• **Social Media & Marketing Execution**
• - Schedule and manage posts across platforms
• - Assist with basic marketing automation workflows (email campaigns, follow-ups, list segmentation)
• - Ensure consistency and follow-through on campaigns**

Marketing and Sales Operations Coordinator

Accounts Payable

• Manage AP inbox and vendor communications
• Ensure vendor invoices are properly approved and accurately coded
• Ensure vendor information is up to date and accurate
• Initiate weekly payment runs
• Investigate and resolve discrepancies related to accounts payable
• Communicate via email and phone with vendors and other key parties regarding invoices and payments
• Support month-end and year-end close processes
• Support annual audit process
• Perform other accounting, financial, or administrative tasks as assigned
• Provide recommendations to improve efficiencies in the area of responsibility

Accounts Payable Analyst

• Prepare and maintain financial statements and supporting schedules
• Perform financial reporting and ensure accuracy and timeliness
• Handle journal entry processing, bank reconciliations, and general ledger maintenance
• Support portfolio management reporting related to real estate assets
• Perform quantitative and qualitative financial analysis to support business decisions
• Assist with FP&A activities (approximately 25%), including budgeting, forecasting, and variance analysis
• Provide accounting and analytical support to the Corporate Finance team
• Help develop and improve financial reports, dashboards, and presentations
• Participate in process improvement initiatives to enhance efficiency and accuracy
• Perform accurate data entry and maintain financial records
• Use and maintain accounting systems including NetSuite and Sevdesk (Solutions Sev)
• Proactively ask questions, seek clarification, and escalate when needed rather than assuming

Senior Finance Accounting Analyst

• **Key Responsibilities:**
• - Provide technical and functional support for SAP Business One
• - Diagnose and resolve system performance issues
• - Develop, modify, and troubleshoot Crystal Reports
• - Analyze and optimize database queries (SQL Server / SAP HANA)
• - Support users in resolving functional and technical issues across SAP B1 modules
• - Investigate system behavior, logs, and integrations to identify root causes

SAP Business One, Techno-Functional Consultant

• Provide technical and functional support for SAP Business One
• Diagnose and resolve system performance issues
• Develop, modify, and troubleshoot Crystal Reports
• Analyze and optimize database queries (SQL Server / SAP HANA)
• Support users in resolving functional and technical issues across SAP B1 modules
• Investigate system behavior, logs, and integrations to identify root causes

• Execute monthly, quarterly, and annual close activities, including approving journal entries, maintaining monthly reconciliations, and performing balance sheet analysis
• Support initiatives related to inventory automation, including collaboration with cross-functional departments
• Collaborate with the Accounting VP, Director, and Manager in developing and implementing process improvements on monthly schedules to help streamline the closing process
• Assist with requests from external auditors by providing required documentation and information
• Prepare ad hoc reports for management as needed

Corporate Accountant

Procurement

• - Manage procurement processes, including tracking orders, processing approved quotes, and following up on outstanding requests
• - Maintain accurate records of purchases, invoices, and vendor communications
• - Coordinate with internal teams to ensure timely delivery of goods and services
• - Support vendor management, including monitoring performance and resolving issues
• - Assist in procurement-related administrative tasks, reporting, and documentation
• - Contribute to continuous process improvements in procurement and operational workflows
• - Support ad-hoc projects and initiatives as needed

Procurement Analyst

Recruitment

• Manage the full recruitment lifecycle for sales roles, from job intake to offer acceptance and onboarding
• Partner with hiring managers to understand role requirements, team dynamics, and ideal candidate profiles
• Source and attract qualified candidates using various channels, including LinkedIn, job boards, referrals, networking, and direct outreach
• Screen resumes and conduct initial interviews to assess candidate qualifications, sales competencies, and cultural fit
• Coordinate and facilitate interviews between candidates and hiring managers
• Maintain clear and consistent communication with candidates throughout the hiring process to ensure a positive candidate experience
• Build and maintain a strong pipeline of sales talent for current and future hiring needs
• Track and manage candidate information in the Applicant Tracking System (ATS)
• Support employer branding initiatives and represent the company professionally to external candidates
• Provide market insights and recommendations to hiring managers regarding talent availability, salary trends, and hiring strategies

Sales Recruiter

Accounts Receivable

• Proactively contact customers by phone and email to collect outstanding balances according to established timelines.
• Maintain a minimum number of weekly call logs and ensure all contact activity is accurately recorded in the collections system (e.g., Centime, NetSuite, or CRM).
• Work closely with the Accounts Receivable Manager to achieve and exceed monthly cash collection goals assigned at the beginning of each month.
• Research and resolve payment discrepancies, short-pays, and disputed invoices in coordination with internal teams (billing and operations).
• Identify delinquent accounts and recommend appropriate escalation actions, including credit holds or service disconnections.
• Build positive working relationships with customers while maintaining firm adherence to payment terms and company policy.
• Participate in regular collections meetings to discuss performance results, challenges, and opportunities for process improvement.

HubSpot CRM Specialist, Part Time

Endpoint Systems Engineer, L2

Financial Planning & Analysis Analyst

Group Consolidation Accountant

Technical Operations Coordinator

Marketing and Sales Operations Coordinator

Accounts Payable Analyst

Senior Finance Accounting Analyst

SAP Business One, Techno-Functional Consultant

SAP Business One, Techno-Functional Consultant

Corporate Accountant

Procurement Analyst

Sales Recruiter

Accounts Receivable Collections Specialist