Client Operations:
- Manage the full client renewal lifecycle, tracking key dates and coordinating outreach.
- Maintain structured notes and follow-up reminders to keep client-facing teams aligned.
- Support time tracking validation and reporting for client billing accuracy.
Hardware & Software Resale:
- Generate accurate hardware and software quotes using distributor portals.
- Process purchase orders and coordinate with vendors for timely delivery.
- Manage client software license renewals across platforms.
Systems Administration & Support:
- Support ongoing configuration, maintenance, and upkeep of Halo PSA.
- Help with data review and data pulls, ensuring accuracy for reporting and decision-making.
Personified
Personified is a managed IT + cybersecurity services provider for campaigns, non-profits, and mission-aligned organizations. They lead technology and security programs for their clients, enabling them to focus on their mission-critical work.