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Onboarding Specialist (100% REMOTE) (Must be logged in to view)
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Priya *************
Independent Contractor and Pro Bono Bookkeeper (Oct 2020-July 2021)
- Proper classification of clients’ transactions in QuickBooks Online & Xero to reflect accurate data in Balance Sheet and Profit and Loss statements
- Demonstrated efficiency and ownership in handling a client’s 2 years of unmonitored bank and credit card accounts to ensure timely filing of taxes.
- Ensured timely reconciliation of bank accounts, credit card accounts and handled invoice preparation requests for multiple clients
- Collaborated with clients’ CPA to prepare journal entries
- Interacted with clients to gather data and resolve discrepancies
- Assisted a non-profit organization in book clean-up process and prior years data migration into QuickBooks Online
Tax Accountant PKF Texas CPAs and Professional Advisors (2007-2009)
- Analyzed financial statements and client documentations in determining appropriate accounting treatment and to ensure compliance with GAAP
- Compiled accounting data to ensure accuracy in tax return preparations for high net individuals, corporations, and partnerships.
- Demonstrated accuracy in calculating financial projections and tax provisions for clients, identified inaccuracies in client’s financials and assisted in book clean-up process.
- Performed quarterly and year-end tax projections to avoid and mitigate large amount of year-end tax payments
- Efficiently managed workflows to ensure budget targets were met
Part Time Executive Assistant
This team member will be an integral team member in the Firm’s continued development and growth. We are looking for a curious, driven and confident individual with strong verbal and written communication skills, project management experience to balance multiple, competing priorities and a personality comfortable in collaborating with other team members to drive projects towards completion.
RESPONSIBILITIES (Not listed in priority)
Business Support
1. Support search execution, business operations and growth efforts
2. Expense account preparation
3. Heavy Calendar Management for Client, Candidate and Managing Director
4. Database Administration. Working in Clockwork Recruiting as well as LinkedIn.
5. Team meeting coordination
Client Care Coordinator
The ideal candidate must have a positive mental attitude! They love to help and motivate agents and love to talk to clients! Tech-savvy and organized!
A licensed real estate agent preferred or experience working with Realtors is a plus!
This position is solely based on assisting all of our agents in closing more transactions!
You’ll be overseeing a high volume of real estate transactions and helping out with general office duties.
This is not an entry-level role. We’re looking for an experienced professional with experience closing multiple residential resale transactions in a high-volume office.
Our team is part of a positive, encouraging work environment with a strong culture. Once past your probationary period, you’ll have access to paid time off, vacation, profit sharing via bonuses on every transaction, and bi-weekly coaching on your professional and personal goals. Our team is on pace to close $30 million in sales volume.
Responsibilities:
Oversee all aspects of buyer transactions from executed purchase agreement to closing
Coordinate inspections communicate with agents during their negotiations about repairs, and coordinate completion of repairs
Keep in regular contact with buyers and sellers and all members of transactions via both phone and email
Regularly update and maintain communication with clients, agents, title officers, lenders, etc
Faithfully use and improve team systems and embrace team expectations (Keep CRM updated)
Submit all necessary documentation to the office broker for file compliance
Coordinate moving/possession schedules
Schedule and coordinate the closing process
Ensure all contact information is correct in the client database system
Keep Team Social Media posts updated
General office duties as needed
About Company
We are a full-time, full-service real estate team with an amazing team culture. Each team member is individually motivated, successful, and striving to enjoy their career and life balance. We work diligently to ensure our clients are 100% satisfied with our services and make them clients for life! We are constantly evolving in all facets of real estate and marketing, to ensure we are top of mind for potential buyers and sellers, as well as ensuring our clients are up-to-date on their transactions.
Digital Marketing Coach
****North American Applicants Only Please****
Type of Employment: Contractor
Commitment: 20-30 hours per week
Location: 100% remote
Hi! We are a digital marketing agency that specializes in implementing Business Automation systems and processes for our clients. Our company is a 100% remote business which allows our team to work from anywhere, as long as you have a rock-solid internet connection! We’d like to grow our team and we’re actively looking for creative, solution-oriented coaches to join our family.
So what do we really do?
Well, as they say, our bread and butter is we’re a certified partner of Keap®, the all-in-one CRM that has helped over 200,000 entrepreneurs grow their business over the last 20 years! Essentially, we work with Keap clients who have purchased a subscription to their software and we work one on one with those clients (through Zoom meetings) to get them up and running.
So what do we need from you?
As a coach, you’ll schedule five 1-hour Zoom sessions with each client. The goal of the sessions is to strategize solutions to clients’ digital marketing needs and assist with implementation through Keap. Don’t worry too much about learning the software, we’ll teach you the technical side. The more important part is being able to empathize and understand your client’s business struggles, as well as develop a strategic plan for them – that part is harder to teach.
So what’s the day-to-day look like? What are you really responsible for?
- All team members attend all relevant meetings, such as coaching development sessions. These meetings are so important, especially since we don’t have a common water cooler to chat around.
- With the clients you’ll use Zoom tools such as screen sharing and annotation to onboard, explain, teach and implement in the Keap platform. Your goal is to ensure that by the end of each client project, they have the knowledge and tools necessary to be independently productive inside of Keap.
- You’ll provide marketing strategies and advice insight as necessary. These insights might range from best practices for email sequences, to suggestions for lead magnets, to guidance on how to structure a sales pipeline.
- Problem-solving and researching solutions to questions either through online resources or by testing features and functionality within the Keap app is a must (of course the our team will always be there as a resource to help!).
- Diligently taking high-level notes about each call, and providing updates on these activities in the project management platforms (Monday & Salesforce) is how to stay on top of multiple projects at once.
- Lastly, we want to ensure that all clients have a consistent and congruent experience in our coaching programs. This includes replying to client questions and requests in a timely manner, ensuring they have access to support resources, and facilitating transparency around any issues with clients.
What will set you apart from other candidates, you ask?
Here are some of the skills we think will really help you thrive as a coach.
- Positive attitude — able to motivate and excite clients to project completion. This is so important!
- Comfortable leading meetings — includes the ability to carry a conversation, lead the discussion, present independent ideas, adapt to changing client needs, prioritize agenda items, and manage time.
- Excellent listening skills –– able to ask relevant questions, listen between the lines, pick up on social cues, and be responsive to the mood or disposition of the client.
- Strong verbal and written communication — able to clearly articulate ideas, suggestions and explanations primarily during calls, but also through email.
- Task Switching — capable of working with multiple clients and projects simultaneously while prioritizing accordingly.
- Eager to learn — desire to be continually learning new skills and consuming new ideas while growing as a coach.
- Ability to guide through change — empathize with existing pain points, articulate and develop a solution, understand objections, and work together towards a successful transformation.
- Resourcefulness and strong problem-solving skills — able to research solutions independently, leverage knowledge from all corners of the internet, and systematically test out ideas in a sandbox environment.
- Efficient and effective under pressure — able to work under time constraints, prioritize workflow, set boundaries, and balance client needs versus reasonable expectations.
- Acceptance — Openness to and aptitude for working with people of all personalities from different backgrounds and cultures.
- Bonus if you’re able to explain ideas in different ways and approach concepts from multiple angles, that can really help the client at times
Online Business and Development Manager
Overview
Company Overview
We are a virtual telemedicine company for women to receive state of the art hormone testing and treatment with natural bioidentical hormones. It’s our passion to help women achieve brilliant health by supplying a comprehensive membership model for testing, consultations and treatment with natural hormones.
About this Role
Our team is looking for an energetic, confident, and detail-oriented Online Business and Development Manager (OBDM).
The OBDM is responsible for establishing and implementing processes to keep operations running smoothly, new projects implemented quickly, and supports the daily execution and delivery of services for our growing portfolio of clients, working closely with the CEO/Medical Director, Medical Assistant and Accounting Team.
The OBDM is responsible for executing marketing initiatives to acquire affiliate partners and oversee marketing efforts to enroll new clients, as well as facilitating onboarding and servicing of new clients.
The position requires a sharp eye for detail, strong organizational and communication skills, the ability to establish great rapport and build professional relationships, and experience in managing both teams and project deliverables. Experience in working with medical care delivery models and legalities, including HIPPA compliance, is required.
What You’ll Do
Manage team and ensure timely completion of projects by tracking progress in the agency’s project management system (ClickUp) and checking in with team members daily
Support team in coordinating daily deliverables and receivables
Facilitate weekly meetings with CEO and team members
Work closely with the CEO to provide project/team updates, evaluate efficiency of current processes, and present ideas to promote business growth
Establish and implement systems to facilitate team processes and ensure an exceptional client experience
Serve as liaison between CEO, team members, clients, and outside parties
Assist with the onboarding process for new clients and team members
Complete tasks and projects (at any phase of the project cycle) as necessary to support the agency and meet deadlines
Source Affiliate Partners and facilitate marketing efforts with adherence to detailed follow up
Coordinate data collection by Accounting Team
Adhere to agency processes, procedures, and best practices
Preferred Qualifications
BS/BA in Marketing, Business, Healthcare Administration, Communications, or related field; or equivalent work experience
Experience working within a telemedicine and/or marketing agency setting
Proficiency in EHR, ClickUp, GSuite, Clickfunnels, Stripe
Working knowledge of web platforms such as Wix, Shopify, etc.
Skills & Abilities
Base understanding of healthcare, telemedicine, HIPPA and optimal medical business practices
Base understanding of digital marketing, advertising, affiliate marketing and social media
Ability to communicate clearly and concisely in both written and verbal form
Exceptional accountability and follow through ethic
Experience with project management and team management
Ability to balance multiple priorities and meet deadlines within a fast-paced environment
Excellent organizational skills and attention to detail
Strong work ethic, self-motivated, energetic, outgoing, and reliable
Why Work Here
Compensation – Competitive compensation based on your experience level, room for growth
Flexible work schedule and supportive culture – integrate work with your life instead of the other way around
Remote – avoid the stress and hassle of a commute and raise your productivity
Raise your game – work with highly driven individuals in a future market and grow professionally and personally
Growth – ample opportunities to learn and grow both inside and outside of your core responsibilities
KIMBERLY *****
KIM ROYER
jkbmroyer@outlook.com 337-661-9388 Dequincy, LA 70633
Summary
• Experienced with 5 years of banking, tackling a wide range of office duties.
• Friendly employee with knowledge of banking regulations and regulatory compliance.
• Offers great communication, collaboration, and organizational skills.
• Knowledgeable of customer’s needs, and customer service resolution.
• Detail-oriented when entering information and supporting colleagues with tasks.
Skills
•
• Banking and financial services background
• Customer support
• Flexible scheduling
• Organized and efficiency
• Interpersonal skills
• Leadership skills
• Cash handling accuracy
• Multi-tasking
• Technical Proficiency
• Complex problem solving
• Team building
• Data entry
• QuickBooks, word, and excel proficiency
• Time Management
Education and Training
Liberty University Lynchburg, VA
Bachelor of Science in Education
12/2013
Experience
CSE Federal Credit Union Sulphur, LA
New Accounts Representative
7/2019-Current
• Entered new account information into computers and filed related forms and other documents.
• Answered customers ‘questions and explained available services and products.
• Maintained customer data confidentiality while inputting information into system.
• Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
• Responsible for answering the phones at all times.
• Work a teller drawer when needed.
• Balance branch at the end of day and resolve any discrepancies that there may be.
• Process member disputes and issues debit cards.
• Manage customer conflicts and also challenging situations by remaining calm and accessing internal knowledge basis to develop strategic solutions for member satisfaction.
• Researched and resolved customer issues on personal savings accounts, checking accounts and line of credit.
JD Bank Lake Charles, LA
Teller
12/2018-7/2019
• Handled clients’ transactional needs such as processing deposits, withdrawals, cashier checks, and other forms of negotiable items.
• Processed loan payments.
• Assisted with the open of the night depository vault.
• Responsible for answering the phone daily.
Barrow’s Upholstery Lake Charles, LA
Office Manager
7/2018-12/2018
• Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
• Managed office inventory and placed new supply orders.
• Coordinated office activities and operations to secure efficiency and compliance with company policies.
• Handled operations and procedures.
• Oversaw receiving and organizing correspondence, answering, and forwarding calls.
• Created invoices using QuickBooks
• Assigned and monitored upholstery jobs.
• Handled scheduling of jobs in a timely manner.
References
Karl Smith
Pastor of FUPC of Starks
337-287-8792
Lanny Gibson
Automation and Control Systems Supervisor at TotalEntergies
409-920-9927
Danny Hollie
337-570-0422
Client Services Coordinator
Company Overview
We are a marketing agency helping law firms and solo attorneys establish authority, generate more potential clients, and increase brand awareness.
About this Role
The team is looking for an energetic and confident Client Services Coordinator.
The Client Services Coordinator is responsible for supporting the execution of marketing campaigns across multiple channels and platforms. This dynamic role supports the delivery of marketing campaigns aligned with our client’s growth strategy.
The position requires the ability to coordinate cross-functional teams, a strong eye for detail, and the ability to establish great rapport and build professional relationships.
What You’ll Do
- Supports team in coordinating daily deliverables, activities, and deadlines across creative and marketing campaigns.
- May coordinate or participate in any phase of the project cycle, including sales, planning, design, development, testing, implementation, documentation, training and closure.
- Ensures orderly and timely completion of project work by tracking progress in project planning system.
- Coordinates development of client proposals, budgets, advertising and growth plans with oversight from CEO
- Monitors and analyses the KPIs of marketing campaigns on a daily, weekly, and/or monthly basis.
- Tracks projects using agency project management software (Asana).
- Learns and understands each client’s unique brand voice.
- Develops and maintains content calendars for various clients and platforms.
- Helps with preparing proposals for prospective agency clients
- Track leads and proposals and ensure the sales pipeline is up to date.
- Completes tasks as necessary to support the agency
- Manages small projects as assigned.
- Adheres to the stated process and procedures of the agency.
- Has a base understanding of advertising, digital, and media industry trends/developments and uses this knowledge to present business-building ideas for the client and the agency
Skills & Abilities
- BS/BA in Marketing, Business, Communications, or related field; or equivalent work experience
- Ability to communicate clearly and concisely, verbally and in writing
- Results oriented and self-motivated
- Ability to balance multiple priorities and meet deadlines
- Experience using social networks including Facebook, Instagram, LinkedIn, YouTube, etc.
- Excellent organizational skills, including attention to precise details
- Strong work ethic and attention to detail, reliably and great energy
- Knowledge of marketing program development and implementation
- Proficiency in GSuite, Microsoft Office (Word, Excel) and MacOS
Why Work at Here
- Compensation – Competitive salary based on your experience level, room for growth with bonus opportunity
- Supportive culture – Startup team environment with a flat hierarchy
- Flexible work schedule – integrate work with your life instead of the other way around
- Remote – avoid the stress and hassle of a commute and raise your productivity
- Raise your game – work with highly driven individuals and grow professionally and personally
- Growth – ample opportunities to learn and grow outside of your core responsibilities
Operations/Project Manager for Boutique Internet Marketing Agency (Must be logged in to view)
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UX & eCommerce Specialist
Come join an amazing team! We are looking for a talented and enthusiastic UX & eCommerce Specialist who wants to help us make HER day by creating an unforgettable website shopping experience.
We are an online retailer for pregnant and breastfeeding moms who want something comfortable to wear. We are a growing team of 85 based all over the world. Our team culture is grateful, brave, generous, encouraging, confident & transparent. We all work together to create the best possible shopping experience and products for our customers. Oh, and did we mention we’re on the Inc. 5000 list of fastest-growing privately held companies for three years in a row? The only thing missing from our winning team is you!
What we believe:
- She is the reason we exist: We have created a genuine connection with her. She feels seen and heard. She is an integral part of every decision we make. We are her.
- Work/Life Balance is an imperative: We value both work and family and bring our best selves to each other by ensuring balance.
- Success is Sequential; Not Simultaneous: We focus on one thing at a time.
How we act:
- Team Work Makes the Dream Work: We share ideas, feedback, struggles, wins, and frustrations. We care for each other professionally and personally.
- We have a Bias for Action: We move quickly. We take smart risks. We solve puzzles. We make things happen.
- We Hold Ourselves Accountable: We all own the business. We clearly communicate key metrics and standards and review them regularly. We analyze results to understand why we made a decision. We are disciplined.
- We Lead, Not Follow: We are innovative. We are curious and resourceful. We are driven and competitive (but not with each other).
- We Communicate Genuinely and Transparently: With each other and with her. We are present.
- We are Always Learning: We improve ourselves and continually look for ways to enhance the skills and abilities of our entire team.
- We are in Relentless Pursuit of Customer Service Excellence: We out-care the competition and provide the greatest experience she has ever had with a brand.
If you’ve made it this far and you are as excited as we are, keep reading!
Opportunity (the job): The perfect candidate for this job is an organized self-starter that LOVES problem-solving and analytics, has an eye for layout and design, and is incredibly detail-oriented. You will be tasked with overseeing our eCommerce shopping experience, from close collaboration with the merchandising team to launch promotions and products, to digging in with our developer partners for continuous website optimization.
Schedule: Full-time, 40 hours per week. We are open to helping you create a schedule that works for you. We can accommodate school drops off / pick-ups etc.
Skills We’re Looking For:
We are looking for someone who…
- Is both visually and analytically driven, and pays attention to the smallest of details.
- Troubleshoots issues and doesn’t take no for an answer—patiently ready to solve the next puzzle until it is resolved.
- Is super curious and runs experiments to test their hypotheses.
- Is a finisher. Do you hate leaving projects unfinished? You must love the details of your work, and work dutifully to ensure product listings are completely correct.
- Is an efficient multi-tasker who is able to work on three eCommerce brands and prioritize responsibilities efficiently.
- Is tech-savvy and is well-versed on the ins and outs of the Shopify platform.
- Is an excellent and highly technical communicator, who always foresees any knowledge that is best shared with developer partners or amongst the team.
- Loves growth, learning, and chasing after success.
Bonus Skills:
- Experience using NetSuite, Slack, and/or Asana
- Proficient in light HTML and Adobe Photoshop
Who This is Not For:
- Someone who isn’t entrepreneurial or a self-starter and needs a roadmap
- Someone who is only motivated by a boss telling him or her to work harder
- Someone who isn’t curious and able to figure things out on their own
- Someone who finds themselves saying things like “this is not my job, someone else should do it”
We Hire the Best, Regardless of Their Location:
Unlike other jobs, we don’t believe that what you do should dictate whether you get to spend time with family or not.
We’re looking for people who can demonstrate they hold themselves to a higher standard in everything they do because with great flexibility comes great responsibility.
All this flexibility doesn’t mean we’re not a close-knit team…
We Hire Characters Not Positions:
We’re a small company with big aspirations, and we work hard (and have a LOT of fun) while making that happen. If you have what it takes as an individual – in other words, if you’re a consistent high-achiever in everything you do in life – then you’ll fit in well at our company.
Responsibilities Include (But are not limited to):
- Collaborate with both the creative team and developer team on eCommerce shopping solutions, with a solid understanding of basic UX principles
- Oversee a pipeline of development work, ensure timely deployments, and maintain a thorough QA of all work before theme updates
- Explore and evolve technology and app solutions for the eCommerce storefronts
- Manage development agencies/partners and seek out new ways to bring technology into the shopping experience
- Roll up your sleeves and dig into analytics, always looking for fresh ways to evolve the site experience to meet our goals
- Work hand-in-hand with the eCommerce team to expand the existing merchandising strategy, proactively build sales funnels, and optimize listing creation processes
- Ensure all day-to-day aspects of the Shopify site experience are optimized for HER to shop with ease — from promotions to product launches
Experience: 3 – 5 years of experience in a related eCommerce role
Education: Bachelor’s degree preferred but not required
Location: USA – Remote
Salary: $50k – $55k annually