Delegate CX

Accounts Payable

• Manage the full accounts payable cycle
• Review, verify, and process invoices for payment
• Maintain supplier relationships, resolve payment discrepancies, and handle vendor inquiries
• Reconcile invoices with purchase orders and receipts
• Initiate and coordinate vendor payments, including checks, electronic transfers, and ACH payments
• Prepare accounts payable reports, including outstanding balances, cash flow projections, and aging reports
• Monitor and control company expenses by evaluating payment terms and negotiating vendor discounts
• Identify and resolve disputes, late payments, and missing documentation
• Perform ad hoc tasks aligned with the role

Accounts Payable Specialist

Auditor

• Perform bill auditing and ensure accuracy across all entries
• Provide general administrative support and assist in daily operational tasks
• Manage and process invoices with precision and timeliness
• Handle data entry tasks using Excel and Google Sheets
• Maintain internal communication across multiple departments
• Utilize company-specific accounting software and various web portals
• Support the finance and operations teams with ad-hoc assignments as needed

Billing Auditor

Project Manager

• Support Project Managers in coordinating web, print, and digital projects through the full delivery process
• Assist in maintaining and updating project timelines and flag potential delays
• Manage and update task management tools to maintain accurate project status information
• Take notes during internal and client project meetings and distribute recaps and action items
• Support the vendor and quote process for print and digital deliverables
• Assist with quality assurance checks, including basic website testing before client review
• Traffic final deliverables to clients or third parties, ensuring files align with the SOW
• Maintain accurate and up-to-date project time tracking
• Assist with onboarding documentation and process updates
• Prepare agendas and gather project materials for meetings
• Monitor projects against client-approved scope and escalate scope concerns
• Route deliverables through proof review software and track feedback
• Perform other duties as assigned, added, or removed

Project Coordinator

Customer Support

• Assist clients in delivering excellent service to partner brands
• Provide product and service information and resolve product and service concerns
• Drive customer satisfaction by receiving queries, resolving issues, understanding customer goals, and maintaining extensive product knowledge
• Answer incoming calls and emails courteously and efficiently
• Provide information concerning orders, catalog inquiries, returns, pricing, freight quotes, and lead times
• Enter customer notes and order-related information into the computer system
• Collect customer comments regarding product suggestions, catalog changes, service problems, and compliments
• Follow up with customers on pending items or items in question and notify customers of delays
• Provide additional information regarding Evans' products or services
• Notify the Customer Service Manager of unresolved issues
• Collaborate constructively with co-workers, customers, and others to address problems and find practical business solutions
• Perform other duties as assigned

Customer Service Representative

Claims Representative

• Manage and investigate incoming customer claims related to promotional product orders
• Review incorrect or missing imprints, damaged or defective products, late or misdelivered shipments, pricing discrepancies, and billing concerns
• Collaborate with Production, Art, Sales, Shipping, and Customer Service departments
• Identify claim root causes and determine appropriate resolutions
• Communicate investigation updates, findings, and resolution options to customers
• Coordinate and process reprints, credits, refunds, replacements, and discounts
• Ensure resolutions align with company guidelines and authorization levels
• Maintain accurate documentation of claims, outcomes, communications, and resolution actions
• Assist with trend reports and process improvement initiatives
• Identify recurring issues and escalate them to the Claims Manager
• Help improve product quality, vendor accountability, and fulfillment accuracy

Home-Based Claims/Resolutions Representative

Production Artist

• Vectorize logos, save them to the proper file format, and craft mock-ups for the sales team
• Set type and size imprints on promotional products
• Create graphics and layouts for product illustrations
• Pull product templates from supplier websites to create proofs
• Send proofs to customers for review and approval
• Transition approved orders into production and monitor order status to prevent delays
• Communicate with internal teams and clients regarding revisions or suggestions
• Assess project specifics and create final products adhering to requirements
• Perform ad hoc tasks aligned with the role

Bookkeeper

• Setup new properties/bank accounts upon purchase
• Input new leases and update them with modifications and renewals
• Manage monthly tenant billings, automate billing where possible, and adjust irregular charges
• Perform annual CAM/Tax/Insurance reconciliations, including calculations and addressing concerns
• Account for all tenant rent payments
• Send required lender financials and submit reserve requests
• Receive invoices and input them for payment
• Utilize e-checks for authorized approvals
• Help calculate monthly management fees
• Review commission requests
• Follow client instructions and processes while working flexibly with co-workers

Executive Assistant

• Manage calendars, appointments, and scheduling
• Monitor emails and prioritize responses
• Maintain organized digital filing systems
• Prepare contracts, disclosures, and transaction documents
• Perform data entry and database management
• Coordinate with attorneys, lenders, inspectors, appraisers, and vendors
• Track deadlines and compliance requirements
• Conduct cold calls to potential clients
• Serve as a first point of contact for clients
• Provide professional customer service and follow-up
• Manage CRM activities and client communication plans
• Maintain client records and transaction updates
• Assist with client onboarding and closing processes
• Support client appreciation events and campaigns
• Create and schedule social media content
• Assist with listing marketing campaigns
• Update website content and online listings
• Create email newsletters and promotional materials
• Monitor online reviews and reputation management
• Support branding and business development initiatives
• Open and manage transaction files
• Track contingencies and contract deadlines
• Coordinate electronic signatures
• Communicate transaction updates with relevant parties
• Ensure transaction files are complete for compliance and closing
• Generate reports and track performance metrics
• Assist with special projects and process improvements
• Create systems and workflows to improve efficiency
• Research vendors, services, and industry trends

Virtual Assistant

Graphics Designer

• Create logos and innovative artwork and develop pre-production artwork
• Apply brand guidelines to maintain visual consistency and edit photos to enhance visuals
• Engage in typesetting and layout design
• Design website mockups with compelling images
• Create item templates and redraw items using specifications and photos
• Maintain brand standards while exploring creative possibilities
• Review final layouts and suggest improvements when necessary
• Work closely with clients' ideas and manage their expectations
• Perform ad hoc tasks aligned with the responsibilities above

Graphic Designer

• Provide day-to-day graphic support to the partner
• Design mockups and vectorize logos
• Produce presentation decks from initial concept through final delivery
• Save vectorized logos in the proper file format
• Set type and size imprints on promotional products
• Create graphics and layouts for product illustrations
• Pull product templates from supplier websites to create proofs
• Send proofs to customers for review and approval
• Transition approved orders into production and monitor order status to prevent delays
• Communicate with internal teams and clients regarding revisions or suggestions
• Assess project specifics and create final products that meet requirements
• Perform related ad hoc tasks

• Enter customer orders into ERP and EDI software systems
• Confirm part numbers, shipping information, pricing, and delivery requirements
• Respond to phone calls and emails regarding orders, inventory, and shipping timelines
• Keep customers updated on order status and resolve basic issues
• Prepare and send quotes using established pricing structures
• Escalate complex quote requests to Account Managers or Sales leadership
• Maintain customer records, pricing data, and order history
• Follow up on open orders and incomplete requests
• Ensure clean handoffs to operations, shipping, and production
• Flag inconsistencies or errors before they reach the floor

Inside Sales Support Specialist

Controller

• Own the monthly close process and prepare accurate financial statements and variance commentary for review by the CEO and fractional CFO
• Manage revenue recognition and deferred revenue across multiple subledger accounts
• Oversee accounts receivable, accounts payable, account reconciliations, payroll coordination, and recurring accounting activities
• Coordinate sales tax requirements and maintain supporting records and documentation
• Prepare actuals-based product-line P&Ls, customer profitability analyses, driver reporting, and management accounting reports
• Partner with the CEO to identify and operationalize core business metrics in the monthly financial reporting package
• Work with the outside CPA to support tax compliance, documentation, and accounting requirements
• Maintain an organized chart of accounts, journal entry log, close checklist, and supporting financial documentation
• Develop and maintain SOPs for recurring accounting processes
• Build working relationships with the CEO, fractional CFO, outside CPA, and internal stakeholders
• Establish and consistently complete the monthly close within 10 business days
• Develop and implement documented accounting controls and processes
• Produce clean, accurate monthly financial statements and establish effective processes with the outside CPA and fractional CFO
• Perform related duties as assigned

Data Analyst

• Perform data entry and validation across financial systems and spreadsheets
• Assist with general ledger (GL) entries and accounting support tasks as needed
• Support monthly close activities, including reconciliations and reporting preparation
• Build, maintain, and improve Excel spreadsheets and financial models
• Conduct financial and operational data analysis to identify trends and discrepancies
• Clean up and standardize spreadsheets, reports, and datasets for consistency and accuracy
• Collaborate with internal teams to ensure timely and accurate financial deliverables
• Prepare and organize financial reports and supporting documentation
• Assist in maintaining accurate financial records and audit-ready files
• Support process improvements and identify opportunities for operational efficiency
• Perform additional finance and reporting-related tasks as assigned

Sales Analytics and Data Operations Analyst

• Compile and distribute recurring daily, weekly, and monthly reports using pre-built Excel templates and workflows
• Distribute reports via Outlook on documented schedules and confirm successful delivery
• Maintain a reporting calendar and flag delays, source-system outages, or anomalies
• Produce ad-hoc reports using knowledge of BMS’ data model
• Execute Salesforce, Restoration Manager, and Sage Intacct three-way reconciliation processes
• Identify and resolve missing corresponding records, duplicate accounts, and duplicate contacts across systems
• Adapt workflows to frequently changing SOPs and evolving reporting requirements
• Improve the quality and quantity of Sales Analytics’ output
• Identify and resolve gaps in Sales Analytics insight and improve team processes and productivity
• Influence the day-to-day work of the Sales Analytics Data Analyst

Sales Analytics & Data Operations Team Lead

• Enter orders and handle the end-to-end process until the order reaches the customer
• Communicate changes in order status and production schedules with manufacturing suppliers, sales representatives, and clients
• Build sustainable relationships and trust with customer accounts through open and interactive communication
• Work with suppliers and the internal team on order issue resolution when needed
• Ensure production proof approvals are received and reviewed, and document proof and production status in internal systems
• Maintain up-to-date records of customer interactions, transactions, comments, and complaints
• Document all order-related activities in various systems and maintain order status updates in company internal software
• Follow communication procedures, guidelines, and policies
• Perform ad hoc tasks aligned with the role