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Contract Management:
- Prepare and send client agreements via DocuSign.
- Maintain a log of sent, signed, and pending contracts.
- Coordinate contracts with campaign timelines.
Invoicing & Payments:
- Create and send invoices in QuickBooks Online.
- Track payments and send reminders.
- Provide weekly invoice and payment reports.
Administrative Support:
- Assist with digital filing and organization of client records.
- Enter client and project information into PipeDrive.
- Keep CRM updated with contract, payment, and follow-up statuses.