Perform bank reconciliations, prepare accurate financial statements, maintain supporting schedules and accounting controls, audit financial transactions, resolve discrepancies, respond to inquiries, and support month-end and year-end close processes for association management clients.

Own full sales cycle for B2B SaaS customers: prospecting, qualification, presentations, negotiation, contracting, and closing. Build relationships, identify upsell opportunities, collaborate with Marketing and Customer Success, maintain CRM records, mentor SDRs, and ensure smooth client migrations while demonstrating company values.