- Turn approved proposals into SOWs and manage the MSA process.
- Track and manage redlines back-and-forth with clients and maintain organized contract records.
- Own the semi-automated invoice process end-to-end.
- Manage vendor onboarding in Ramp, including W9 collection.
- Handle recurring PEO tasks such as payroll processing, new-hire paperwork, and benefits administration.
- Coordinate small team touchpoints including security trainings and onboarding.
- Assist with HubSpot admin tasks and manage client onboarding forms.
CRMHubSpot