Qualify marketing leads, conduct cold outreach, present Ceterus solutions, identify customer needs, set meetings for Account Executives, build relationships, pursue new business, report sales results, and stay current on products and pricing. The role requires meeting sales quotas, using CRM software, applying multiple sales techniques, and collaborating with sales and marketing teams in a remote environment.

Manage a portfolio of small-business clients, ensuring accurate and timely financial statements. Responsibilities include recording transactions, reconciling general ledger accounts, month-end close, preparing and reviewing financial statements, bank reconciliations, and journal entries. The role communicates directly with clients, trains junior accountants, resolves escalations, improves accounting processes, and reports complex issues and customer insights to the Financial Controller.