ERP Bank Reconciliation: Match incoming customer payments and bank transfer transactions against accounting ledgers using the ERP’s automated reconciliation tools.
Cancellation Management: Handle reschedules and cancellations, particularly Monday cancellations, and refill vacant slots using the waitlist and recent leads.
Own internal dashboards, operational reporting, and procedure documentation, and support operational security processes, escalating issues to the COO team as needed
Own safety and trust: Design the controls that let agents act without a human in the loop: least-privilege credentials, hard policy limits, escalation thresholds, audit logs, sandboxing, and prompt-injection defenses.
Cancellation Management: Handle reschedules and cancellations, particularly Monday cancellations, and refill vacant slots using the waitlist and recent leads.