TheCoTeam

Director

• Organizational Stewardship
• Vision & Strategy
• Internal Team Management & Leadership
• Fiscal Accountability & Health
• Board Relations & Governance
• Brand, Industry Influence & External Relationships
• Vendor program development and negotiation
• Member/Vendor Leadership & Satisfaction
• Innovation, Conferences & Education

Managing Director

Administrative Assistant

• Responsible for maintaining smooth and efficient office operations, bookkeeping, scheduling, and supporting employee-related administrative tasks
• Work with Production Manager regarding jobs details, updates, and customer correspondence
• Manage CRM Software and direct leads to Sales Rep
• Communicate with customers via phone and email
• Handle AR/AP, cash flow spreadsheets, and payroll
• Manage marketing and collect videos/photos for marketing purposes

Office Manager, Bookkeeping

Payroll

• Oversee daily accounting operations
• Payroll administration
• Financial reporting
• Compliance reporting
• Year-end accounting processes across multiple affiliated companies
• Ensure accurate books and strong accounting controls

Senior Accounting, Payroll Manager

Account Manager

• Lead and develop our field team, coaching them toward a consultative, partner-success mindset
• Deepen relationships across our integration-firm members and vendor partners
• Identify unmet needs on both sides and design solutions that create mutual value
• Facilitate natural, sustainable growth — connecting people, ideas, and opportunities
• Represent the organization at industry events and serve as a trusted face of our community
• Partner with the CEO on strategy, and prepare to carry it forward

Managing Director

Office Manager, Bookkeeping

Senior Accounting, Payroll Manager

VP of Strategic Partnerships