SMB Team

Collections

• Prepare, review, and process recurring and one-time customer invoices.
• Maintain customer billing information, payment terms, subscription details, and billing schedules in QuickBooks Online and HubSpot.
• Review contracts, pricing, and customer changes to ensure billing accuracy.
• Process upgrades, downgrades, add-ons, cancellations, discounts, credits, and prorated charges.
• Track MRR changes and reconcile subscription activity to billing records.
• Investigate and resolve billing discrepancies, missing invoices, duplicate charges, and incorrect pricing.
• Monitor accounts receivable aging and conduct collection activity.
• Contact customers regarding outstanding balances, invoice questions, and payments.
• Record collection attempts, disputes, payment commitments, and follow-up dates.
• Investigate failed payments, short payments, unapplied cash, and account discrepancies.
• Apply payments and credits to the correct invoices and accounts.
• Manage billing and collections tickets and provide clear explanations of charges and balances.
• Allocate invoice line items to revenue accounts and reporting categories.
• Support accounts receivable reconciliations, general ledger activities, journal-entry documentation, and month-end close.
• Prepare reports on billing volume, AR aging, collections, disputes, and ticket activity.
• Reconcile customer and subscription information between HubSpot and QuickBooks Online.
• Support MRR reporting and distinguish MRR from invoiced amounts, cash collections, and recognized revenue.
• Use spreadsheets to compare datasets and reconcile balances.
• Document procedures and recommend workflow, control, and automation improvements.

Recurring Revenue Collections Specialist

Project Manager

• Manage website builds end-to-end under the guidance of the Senior Project Manager (Websites)
• Maintain accurate project timelines in Asana and proactively flag risks or delays
• Coordinate with design, development, content, and SEO teams to keep builds on schedule
• Ensure deliverables meet quality standards before client review
• Serve as the primary client contact throughout the website project lifecycle
• Lead or participate in client-facing kickoff, check-in, and approval calls
• Set expectations regarding scope, timelines, and next steps
• Maintain proactive communication to keep clients informed
• Follow website project SOPs and contribute feedback for continuous improvement
• Maintain documentation in project management and client portal platforms
• Track client feedback and ensure revisions are accurately captured and actioned
• Assist in developing and refining templated workflows
• Work with the Senior Project Manager to develop skills across the full website project lifecycle
• Participate in team meetings and share client insights to improve department processes
• Support coverage for other project types as bandwidth allows
• Pursue growth toward independent project ownership and Senior Project Manager responsibilities

Project Coordinator

Attorney

• Manage a balanced caseload of DUI and criminal matters
• Develop tailored defense strategies for clients
• Negotiate favorable plea agreements and litigate cases in court
• Draft motions, pleadings, and briefs
• Conduct legal research and analysis on DUI and criminal law issues
• Advocate for clients' rights and interests
• Manage multiple cases under pressure while maintaining quality and attention to detail
• Provide timely client communication, ideally within 24 hours
• Meet deadlines and manage caseloads efficiently
• Build client relationships that generate referrals and practice growth
• Achieve successful trial or plea outcomes

Recurring Revenue Collections Specialist

Project Coordinator

Associate Attorney