Teams at HighLevel

Proactively reach out to at-risk customers via calls and emails to diagnose issues, handle objections, and retain accounts. Monitor signals (HealthScore drops, payment failures, cancellations, low usage), log interactions in CRM, recommend plan optimizations or reactivations, escalate recurring issues, and provide feedback to leadership to reduce churn and support revenue retention.

Manage end-to-end accounting operations including endorsements, month/quarter/year-end close, reconciliations, cash management, invoicing, and audit support. Drive automation and process improvements, leverage AI tools for workflows and analysis, administer NetSuite reporting, FloQast close processes, and support Ramp expense optimization while collaborating cross-functionally on fintech integrations and special projects.

Own monthly budget-vs-actuals and consolidated reporting, produce Board and investor materials, maintain rolling P&L/balance sheet/cash flow forecasts, build scenario analyses, support pre-IPO readiness, and improve FP&A processes and tooling through automation and dashboards.