Operations, Finance, Sales, Purchasing
CurrentAssist with onboarding and offboarding of all employees from HR items to technical account setupsAssist with making important policy, planning, and strategy decisions as part of management teamCreate & maintain all customer contracts in PSA (Professional Services Automation)Assist with monthly accounting closingFormulate, prepare, and issue twice-monthly customer invoicesRespond to customer concerns regarding products, services, and invoicesApprove and post all employees IT labor, charges, and expensesManage all purchases for customers, including quoting, purchasing, and overseeing of verifying receipt of goodsOversee office supplies and general office maintenanceServe as our Autotask Champion2021 CEO Award Recipient