Written by
November 17, 2022

Onboarding Specialist

Could you be the next member of our team? We’re looking for an Onboarding Specialist who is great with clients, learns tools quickly, is super organized + looking for a full time remote job with a fun team and advancement opportunities!

If this is you, we’d like to talk with you!

We are an agency focusing on growth for contractors such as HVAC companies, plumbers, and electricians. We focus on several pieces of the digital marketing puzzle, but SEO is a core focus for our clients. We’re growing quickly and expanding our team of fun and friendly people. When you apply, please make sure to include a cover letter that tells us 2-3 things that you are relentlessly pursuing. We are looking for a people-person who loves to learn and pays close attention to detail to join our team.

Compensation: $35,000 – $45,000 Annually

On a daily basis, the Onboarding Specialist will:

  • Communicate with team in email, Slack, ClickUp, HubSpot, and more
  • Coordinate information-gathering for new clients
  • Coordinate and lead Zoom kickoff calls with new clients
  • Walk clients through giving access and information during the call
  • Manage tasks and timelines in ClickUp and HubSpot
  • Regular client communication
  • Internal meetings with Client Success and Website teams
  • Set up new clients in several tools and software
  • Update client information as needed
  • Ongoing training in all tools and software
  • Be primary point of contact for clients in Onboarding phase
  • Bring client issues and questions to management’s attention
  • Deliver a world-class onboarding experience for our clients
  • Maintain patient and friendly attitude with clients and team
  • Assist with Operations and Leadership team tasks, as needed
  • Work with team members to execute ad hoc requests, as needed
  • Troubleshoot issues for the team
  • Other duties, as assigned

Required Skills:

  • Client service experience and knowledge of digital marketing tools
  • Onboarding or client management experience
  • Experience working with project management tools such as ClickUp or similar
  • Organized with strong time management skills
  • Excellent written and verbal communication skills
  • Attention to detail with the ability to multitask and manage priorities
  • Is proactive, self-motivated, and dependable with a positive attitude
  • Ability to work in a fast-paced environment with tight deadlines
  • A good sense of humor. We like to laugh and have fun!

The Ideal Candidate:

  • Has worked as an Onboarding Coordinator or Specialist
  • Agency experience preferred
  • Training or teaching background
  • Is self-starting and proactive
  • Interest in continuous education and improvement

Personality Traits:

  • Friendly and confident personality
  • Relentlessly pursues excellence
  • Yearning to continue their education
  • Well-organized and able to work under deadlines with multiple projects
  • Highly motivated self-starter
  • Strong work ethic with good time management
  • Ability to work with diverse teams and communicate effectively
  • A strong eye for detail and a strive to consistently produce quality work
  • A team player who enjoys collaborating with others

Why You Will Like Working Here:

  • Collaborative team environment that values multiple perspectives & fresh thinking
  • Work remotely – no commuting!
  • 2 Weeks PTO
  • Paid holidays and birthday off
  • Health / Dental / Vision Benefits Available
  • Work / Life balance is important

Job Type: Full-time, W-2

Benefits:

  • Dental insurance
  • Health insurance
  • Vision insurance
  • Paid time off

Work Location: Remote

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Written by
November 15, 2022

Executive Recruiter

Soul Equity Solutions: Executive Recruiter

Job Description

Soul Equity Solutions is hiring an Executive Recruiter! Join our growing team!

Are you energized about making connections and motivated to develop your talents in executive search? Are you determined, engaging, and motivated to grow in your career?

Do you strike a balance between working on a team and working independently? Are you teachable and eager to continue learning?

If you answered yes and are excited for your future in executive search, we want to meet you!

About Soul Equity Solutions

Soul Equity is a woman-owned, executive search firm, focused exclusively on recruiting executive talent for Middle Market Private Equity Firms across the US.

We work exclusively with Private Investment firms to grow their internal teams. We are known for our personalized approach. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs.

Company Culture:

We offer a supportive, fun, rewarding and stable work environment. We enjoy each others company! We are highly collaborative, and respect work/life balance. It is an entrepreneurial environment, so flexibility is key. Join a fast growing team and love what you do and the people you work with!

 Responsibilities

  • Own end-to-end candidate development process from client engagement and candidate identification through to candidate offer extension and closing.
  • Fully understand each client’s needs and tailor a candidate search, evaluation process, presentation and close to meet those needs.
  • Continue communications with client throughout the search process, building the relationship, representing Soul Equity Solutions, and ensuring the client’s needs are addressed.
  • Collaborate with the internal search and recruiting team to research and source candidates by developing and applying advanced and effective sourcing strategies to ensure a full pipeline throughout the sourcing process.
  • Develop detailed specifications for each role based on client’s needs, develop detailed scorecards specific for each role and client.
  • Contact and assess candidates based on previously determined criteria.
  • Develop a robust slate of strong-fit candidates, ensuring all candidates’ assessments and information is current in our candidate tracking system.
  • Present candidates to the client using the Soul Equity Solutions format.
  • Develop and deliver weekly briefings to the clients on relevant aspects related to their search.
  • Follow up and maintain open dialogue with clients regarding all presented candidates, assisting the client in moving forward chosen candidates.
  • Work closely with candidates and clients to close candidates, assisting the client as needed.
  • Collaborate with Soul Equity leadership, recruiters and staff as needed.
  • Regularly communicate with leadership regarding job status, headcount, pipeline, data tracking and goals.
  • Positively represent the Soul Equity Solutions brand.

Qualifications

  • Bachelor’s Degree or higher.
  • 5+ years of recruiting experience with a search firm or corporate recruiting team.
    Excellent communication and interpersonal skills.

Preferred Qualifications

  • 4+ years of experience recruiting candidates within Private Equity.
  • Financial services recruiting experience is a huge plus.

Compensation & Benefits

  • Generously commensurate with experience
  • You’ll become part of a growing, stable boutique business.

Work Environment

  • This position is remote.
  • This is a part-time (25+ hours/week) or full-time position, preferably starting on a consulting basis. Temp to perm.

Soul Equity is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

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Written by
November 14, 2022

8 Fun Activities to Keep Your Kids Entertained During the Holidays

The holidays are a wonderful time when friends and family come together…and your kids are out of school while you are trying to work! We’ve all been there: baking special dishes, keeping the kids entertained, and juggling work. It’s not easy, and over the years we’ve learned a few fun activities that you can give to the kids to keep them busy while you try to work from home. And, if you ever feel overwhelmed, remember there is an entire community of moms around you to offer support! There is lots of great inspiration online, but below are eight of our favorite things to do!

1) Coloring

A tried and true method of keeping your kiddo busy, offer them something to color! You can choose holiday related items, color by numbers, and even coloring puzzle games. Besides scoping out some free printouts online, if you have more than one child, you can also ask your children to draw something, and then they swap drawings to color them in!

2) Reading

If you know you have an important meeting that you cannot miss, make that reading time for your children! They can enjoy their favorite book quietly while you are able to participate in your meeting. If your child is not an avid reader, you can also find audio books for them to listen to, or you can also search for story times on YouTube where someone can read them a book with visuals included.

3) Baking

Creating delicious treats in the kitchen? Bring the kids! They can help with fun tasks like mixing and measuring. You can even create some plain sugar cookies that they can work on decorating while you put together other things — or you can turn it into a family event, and everyone can come together and decorate.

4) Crafting

Stick with the classics and ask your kids to draw you “hand turkeys” where they trace their hands and turn those into turkeys! Give them paper Christmas trees and let them decorate them with fun things like little pom poms, strings, etc. Or, if they are old enough, they can cut out their very own snowflakes by folding paper into small squares, and then making small cuts into the paper. When they unfold it, the paper will have neat designs that make them look like snowflakes!

5) Movie Marathon

Line up some holiday favorites and let your kiddos enjoy a movie marathon! If you have a long day of work ahead of you, a movie marathon can be just the thing to keep your kids entertained so you can work and attend meetings.

If you aren’t a fan of sitting your kids in front of the TV, let them make their own holiday movies! They can spend the day writing scripts and maybe filming the movies if you have a camera they can borrow. At the end of the day you can all watch the movies together, or the kids can perform the skits they created for you.

6) Scavenger Hunt

If you don’t mind putting in a little extra time, creating a scavenger hunt for your kids can be a great way to get them up and moving whether it is indoors or out. You can hide objects for them to find using clues, or you can ask them to find specific things such as a pine cone — whoever collects all the objects first wins! OR, let your kiddos create a scavenger hunt that you have to follow at the end of the day after work.

7) Clean Your Room Show

Even as adults, we’ve all done this: you go to clean out your living space, and you end up spending time messing around with the things you find! Ask your kids to clean their room and put together all the fun things they find. This can be anything from crazy outfits they’ve styled from their closet to toys they forgot existed that have now been rediscovered after cleaning!

8) Play Board Games

Take a break from work, and get your kiddos off their phones and have them play board games or even card games! If you only have one kiddo, don’t worry! There are lots of card games you can teach them to play by themselves, and you can encourage them to play against themselves on board games for fun. If you’re into apps, you can download some board game apps on your phone where players can choose to play against one another or the computer. By extension, you can also encourage your kids to play video games. If it is a single player game, tell them they have to switch every five minutes with the controller — it can be hilarious and fun to watch what each kiddo does with their time (and it can help foster sharing too!).

If you want more ideas, check out this article. How do you keep your kiddos entertained over the holidays while you work? Tell us about it so we can share it with our audience!

 

 

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Written by
November 9, 2022

Customer Liaison

We are a family-owned, US-based, boutique travel company taking pride in inspiring travelers to step off the beaten path for a true immersion into local culture.

Every experience is people and passion centric — crafted for travelers, by travelers. We have taken group travel to a whole new level by personalizing the experiences within.

Our guests are travelers and never just another tourist. Currently, we are looking for a Customer Liaison to add to our team. As our Customer Liaison, your contribution is providing excellent care to our travelers and staying on top of the ever-changing tasks and schedules for the team, clients, and owners. Our Customer Liaison will provide professional support,  and care in our customer experience to existing and new clients. You will support the team by researching Google drive based documentation to answer clients, assist in payment follow-ups, handle questions about planned and in-process trips as well as update the CRM (TravelJoy) and Google Sheets. We would love someone who is quick to respond to emails and calls in ensuring our clients are happy.

Essential Responsibilities:

  • Monitor, organize, and respond to emails – updating CRM and other lists in accordance
  • Ability to pivot between managing multiple tasks and projects (At least 5 at a time)
  • Prompt response to client calls and emails with proper documentation via email. Must follow-up and follow-through without prompts are a must
  • Proofreading and light editing of texts for newsletters, itineraries, and WordPress-themed website
  • Support our team
  • Provide professional client/customer experience
  • Ability to resolve issues mostly independently and always in a courteous, yet firm manner

Additional day-to-day tasks will be discussed during the interview process.

Salary, Benefits, and Perks:

  • Range- $20 – $30 per hour based on qualification/experience
  • The part-time role starts at 10 hours a week; With the right candidate, hours can increase, and the possibility for full-time after August 2023.
  • Must be available to work from the hours of 9 am or 10 am to, 1 or 2 pm EST, Tuesday, Wednesday, and Thursday to allow for conference calls and collaboration with the office team on either coast.
  • A laptop and cell phone may be provided for company use in Q2/23 if needed
  • Work-life balance environment

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Written by
November 7, 2022

Business Operations Manager

Location: Remote (ideally located in UT or TX) 

Weekly Hours: approximately 10 hours/week

Compensation: $27-30/hour

We are a fast growing agency looking for a strong business savvy person to join us as our Business Operations Manager. In this role, you will support the CEO in all aspects of business, accounting and human resources matters. The individual who fills this role must be an assertive individual who is confident in tackling high level business functions including business compliance reporting, accounting and payroll, and human resources functions.

We are a distributed, remote company. This role is approximately 8-10 hours per week. We believe in schedules that allow us to do our best work and maintain a great work-life balance. We work hard during our work time, we’re creative, and we deliver incredible results for our clients.

Responsibilities Include: 

General Business Operations 

  • Tracking and paying annual business fees
  • Participates in monthly staff meetings
  • Assists with setting up new business processes and services
  • Supports the owner with all business operations needs

Accounting Responsibilities

  • Processing invoices for clients
  • Managing payroll processing, ensuring all employment taxes are being processed accurately and setting up payroll tax status in new states
  • Paying other business invoices
  • Streamlining accounting processes and tracking for higher efficiency
  • Works with bookkeeping partner to provide details for accounting reports
  • Completes monthly Profit and Loss report for the owner’s review
  • Ensures affiliate payouts are processed monthly

Human Resources Responsibilities 

  • Works to move contractors into the organization as employees
  • Ensures all employee paperwork is collected
  • Ensures all employment law compliance standards are being met
  • Creates policies and procedures for employees
  • Assists with hiring of new employees
  • Purchases gifts for employees birthdays and holidays

Skills/Experience Desired:

  • A business minded person will tackle any business operations needs.
  • Assertive and confident in finding answers
  • Ensures all business practices are complying with employment and business laws and regulations.
  • High degree of accuracy, attention to detail and organized
  • Has some experience with human resources and accounting.
  • Ability to work independently
  • Solid understanding of basic bookkeeping and accounting payable/receivable principles
  • Hands-on experience with spreadsheets
  • Knowledge of Google Sheets, Gusto and Quickbooks is helpful
  • Customer service orientation and negotiation skills
  • High degree of accuracy and attention to detail

HOW TO APPLY

Send an email with your name and ‘Business Operations Manager” in the subject line.

In the body of the email include (in this exact order, please…):

*Your name

*Where you live

*Your Myers-Briggs personality type

*Your desired hourly pay rate

*Your available hours/week and desired hours.

*Your experience with general business operations, accounting, and human resources.

*Your superhero power!

Thank you!

 

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Written by
November 2, 2022

Jessie ****

I am the founder of Creative Balance by Jess. I offer a variety of services that range from administrative to creative to management. In today’s society it almost seems impossible to find a healthy work life balance. This is where I come in. I believe that we should all have time to enjoy the blessings in life. What better way to be successful at your business while spending time doing the stuff you love? Hire me to take on those time consuming tasks for you.

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Written by
October 25, 2022

Bookkeeper remote part time QuickBooks

Looking for a remote part time experienced bookkeeper for a custom kitchen cabinet business. This is a fully independent 1099 position. You will work the hours you need to get the job done, and you choose the hours. Judging from past history, the job is about 12 hours per month on average. May be more hours initially to take over from the person who has been doing for the last 8 years. She is available for phone help during the transition.

–       Using QuickBooks Pro remotely hosted (same as desktop Pro version)

–       Maintain Chart of Accounts

–       Enter vendor invoices and keep up to date weekly

–       Enter payments (made by others) weekly Monthly reconciliation of checking and AMEX accounts.

–       Update Customer account with job change orders

–       Customer report about open balance and payment for installation (1 each week typically)

–       Other reports as needed. Examples:

o   Reports for Audits for Workers Comp and Liability insurance – each yearly

o   AR reports monthly

o   Prepare and mail out 1099s

o   Specific reports as requested

Must be able to accept Zelle payments. Will pay every 2 weeks as invoiced.

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Written by
October 22, 2022

Kelley *******

Feb 2021 – May 2022
OPERATIONS SPECIALIST, TIER3 MEDIA, LLC (Remote)
• Lead and own the processes of documentation • Maintain an updated client, partner,
contractor and supplier management system in Quickbooks and BancCard • Payroll via
PayChex and Transferwise • Onboarding of new employees • Responsible for making sure
employees are enrolled in healthcare on time and COBRA paperwork when necessary •
Handles business registrations and applications (state, federal, workers compensation,
unemployment, etc.) such as setting up company as a business in EACH state we have
employees in • Making adjustments to payments when needed (discount, skip a month, credit,
additional services added, etc) • Creating a ClickUp task to remember to remove such
discounts, skip a month, credit, etc.• Calculating commission amounts for partners, sales, and
marketing consultants for mid monthly payroll payout • Balance business checking account on a
monthly basis in QuickBooks • Identify opportunities in current Client Success Training
programs to increase the quality of support for team members and improve the quality of
experience for clients • Review client contracts regularly to ensure legal protections are in our
addendums to a forever changing online world • Knowledge of Slack, ClickUp, Hubspot,
Traction, Trainual, Whale (brand new to me as of last week), HighLevel, Zoom, G-Suite

2016 – CURRENT
BUSINESS MANAGER, INDEPENDENCE LANDSCAPING, LLC (husband’s business)
• Assist the owner to create annual budgets. • Daily reconciliation including routes completed,
account receivables and accounts payables. • Monthly billing • General human resource
responsibilities include payroll via ADP, new hire paperwork and orientation. • Assist the owner
as needed out on job sites. • Responsible for customers landscaping needs when it comes to
brand new landscaping with flowers, trees, bushes, layout, care, etc

2011 – 2019
BUSINESS MANAGER, VISION COMMUNICATIONS
• Assisted General Manager to create annual budgets for local, regional, and national sales. •
Daily reconciliation including commercials ran, account receivables and accounts payables. •
General human resource responsibilities included payroll, new hire paperwork and orientation,
assisted in setting up healthcare insurance and supplemental insurance, workers compensation
audits, and employee counseling. • Assisted Production Manager by doing voice overs of
commercials. • Assisted General Manager and team with the startup of an Expo that is held
yearly and well attended.
2008 – 2009
SENIOR PROGRAM COORDINATOR, THE COLLEGE CENTER OF THE FINGER LAKES
• Coordinator for Corning Incorporated’s Orientation Program for salaried employees in the
Corning, NY area. • Organized workshops, short courses and seminars, needs assessments,
focus groups, reaction forms and evaluations.
2005 – 2008
OPERATIONS SPECIALIST/BUSINESS ANALYST 2007-2008, GENERAL REVENUE
CORPORATION • Supported Corporate Directors in performing financial and operational
research for the business unit. • Developed and generated monthly reports. Analyzed trends
and inefficiencies; coordinated and disseminated accurate reports and analyses throughout
organization. • Participated in numerous projects that favorably impacted operations. • Stayed
current on all governmental credit/collection rules, regulations, and policies. Assured company
dealings, representations, and transactions met the highest standards of the collection industry,
company ethics and policies. • Created and maintained an efficient daily reporting system to
alleviate redundancy and improve workflow. • Modified and developed new financial models and
key metrics to measure business success.
EXECUTIVE ASSISTANT 2005-2008, GENERAL REVENUE CORPORATION • Provided full
range of administrative services to President/COO and executive staff: i.e. coordinated office
services, budget preparation/control/annual reports, records management, managed special
projects. Prepared travel arrangements, maintained corporate calendars, reviewed and
composed correspondence. • Utilized sales and organizational skills to successfully coordinate
fundraising and corporate events. • Worked closely with Human Resources to develop
employment surveys that improved communication and morale.

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Written by
October 19, 2022

Veronica ******

Skills Summary
Result oriented with proven capability to meet tight deadlines while managing competing demands. Committed to optimizing and coordinating processes and experienced in troubleshooting and overcoming challenges. Strong communication and interpersonal skills in developing strong partnerships with cross-functional teams and units. Adaptable and flexible with the ability to anticipate and understand customer needs. Entrepreneurial drive with focus in adding value. Competent with capturing and analyzing data

Professional Experience
Oxyde Chemicals Inc. – Logistics Coordinator Nov. 2021 – Current

• Plan, coordinate, and administer policies, procedures, and requirements for shipping of products to Latin American customers
• Coordination with overseas counterparts, carriers, agents, and producers to facilitate import/export operations
• Enforce compliance with all required international Safety and Hazardous Material regulations
• Oversee contracts for purchase and sales orders as well as invoices COA, COO, packing Lists and Bill of Ladings
• Extensive problem solving of shipping constraints to ensure timely and efficient transport/delivery of 45+ contracts monthly
• Enforce policies, procedures, and best practices to streamline operations in fast-paced, ever-changing environment
• Coordinate and communicate with customers to ensure desired logistics objectives, priorities, and schedules are met
• Daily resolution of multiple questions and concerns from truckers, freight forwarders, carriers, import/export agents and customers
• Facilitate logistics of the warehouse, terminal, inland and ocean transportation while keeping customer service informed
• Monitor and report metrics related to carrier performance and issue logistic reports, including tracking and tracing shipments
• Negotiated drayage, isotank, tank truck, flexitank, and freight forwarder rates saving the company $4,500 per container hauled

The Neurolife Consortium / Forest Pediatrics / Back Pain & Joint Center of Texas / Creekside Chiropractic / Step Pediatrics
Medical Office Manager / X-ray Technician / Medical Assistant / Phlebotomist Aug. 2014 – Oct. 2021

• Responsible for coordinating and optimizing day-to-day office operations while ensuring delivery of high-quality care for patients
• Managed multiple tasks under pressure, interacting with staff and patients, and meeting time sensitive insurance and law deadlines
• Organized and maintained patients’ medical charts and updated doctors’ notes in relation to patients’ vital statistics and progress
• Ensured that patients’ records were kept in strict confidence and were maintained in accordance with federally regulated Health Insurance Portability and Accountability Act standards (HIPAA Certified)
• Built a checks and balances spreadsheet breaking down all relevant daily financial line items
• Designed and implemented a process to optimize workflow throughout the clinic, resulting in accurate treatments and charges
• Trained and supervised new employees on using electronic medical records, day- to-day operations and adherence to company and federal policies

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Written by
October 19, 2022

Christina *******

Boom Academies LLC                                                                                                                 FEB 2017 ­ PRESENT

Director/Coordinator/ Product Manager for After School Enrichment Classes
Northern, NJ

■          Contact schools/community centers, recreational centers to partner with our classes on a daily basis

■          Experienced service, project and event management

■          Manage and finalize contracts with PTO/PTA/PSO and school administration for each school year

■          Create curriculums with successful protocols for each class

■          Manage staff, teachers and vendors with the ability to work independently

■          Registration and coordinating schedules for students, teachers and vendors

■          Establish and maintain productive relationships with clients and businesses

■          Constantly searching and creating new and innovative classes to add to our schedule for students to learn without limits

■          Manage multiple accounts including Jumbula for each school, for easy enrollments

■          Implemented proprietary in-house classes to showcase our unique brand which expanded our growth

Christina Predicts LLC                                                                                                                 APR 2008 – PRESENT

Business Advisor/Transformational Coach/ Medical Intuitive, Spiritual Consultant/Astrologer
Northern, NJ

■          I work with individuals who are looking to find their highest purpose by balancing their mind, body and spirit

■          Advise clients in business, partnerships, investments and health

■          Redefine the clients businesses to create a modality that fosters personal growth and consciousness,

■          get results, which provides structure in all areas of their life.

■          Motivation and creation of mantras for clients to develop and re-stimulate positive attitudes

■          Coach and train entrepreneurs in both the product and service lines of business

■          Teach the basics of how to start and grow their own business

■          Carefully choose dates to launch events, business formation, hiring, termination and expansion

■          Implement the use of Feng Shui to create a balanced harmonious environment

■          Establish and maintain productive  and trusting relationships with clients and businesses

■          Event planner

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