Agent

Supply Chain

• Manage the full lifecycle of supply chain projects
• Act as the central link between overseas factories, the Houston operations team, and Bay Area leadership
• Analyze lead times, packaging conversions, and logistics costs to improve margins and operational efficiency
• Serve as the "Voice of the Company" for key accounts
• Partner with sales leadership to manage inbound demand from large retail clients
• Maintain and troubleshoot relationships with manufacturing partners in China, Taiwan, and Mexico

Supply Chain Manager, Customer Operations

Engineer

• Support and execute projects involving Windows Server and virtualization (Hyper-V)
• Administer and maintain Microsoft cloud environments (Azure, Entra ID, M365, Intune)
• Manage and support collaboration tools including SharePoint and Teams
• Assist in system migrations, deployments, and upgrades
• Troubleshoot infrastructure and cloud-related issues across environments
• Collaborate with internal teams and clients to ensure smooth project delivery
• Document processes, configurations, and technical solutions

Project Engineer, Windows, Microsoft Cloud

Full-stack Engineer

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Full Stack Engineer – AI-Driven Development

Operations

• Own end-to-end production of client-facing presentations and marketing plans.
• Draft and send recap emails, status updates, and facilitate client meetings.
• Supervise the Growth Operations Associate and manage performance.
• Source, onboard, and manage specialized contractors.
• Maintain visibility across all active client engagements and ensure zero missed commitments.
• Track SOWs, invoices, and receipts for accurate logging.

Growth Operations Manager

• Own end-to-end production of client-facing presentations, strategic briefs, quarterly business reviews, investment models, and marketing plans.
• Draft and send recap emails, status updates, and strategic briefs with increasing autonomy.
• Supervise the Growth Operations Associate: assign daily tasks, review output quality, maintain communication cadence, and manage performance against defined criteria.
• Source, onboard, and manage specialized contractors including media buyers, copywriters, creative talent, and technical partners.
• Maintain visibility across all active client engagements.
• Track SOWs, invoices, and receipts.
• Work daily with SSP’s AI intelligence suite as primary source material for client deliverables.

Executive Assistant

• Manage and publish monthly staff schedules
• Calculate and distribute biweekly tip allocations to ensure timely and accurate payroll. Calculate membership commissions for payroll.
• Oversee multiple inboxes, prioritizing urgent tasks and filtering out noise.
• Proactively research and schedule B12 pop-up booths and partnership events with local businesses (gyms, spas, etc.).
• Use Canva to create professional graphics for monthly specials and internal/external promotions.
• Manage and optimize the Booker Marketing Suite for automated client retention and email campaigns.
• Measure and report on Lead RN performance metrics.
• Run and distribute Member Benefit reports on the 1st and 15th of each month for front desk action.

Executive Assistant – Operations, Growth

Sales Development Rep

• Conduct outreach to dormant customers in our 7,000+ contact database using email, phone, and SMS
• Review customer history via Company Cam photos and service documentation
• Identify upsell opportunities based on previous service dates and customer needs
• Build compelling narratives around service anniversaries and roof health checks
• Schedule consultations and document customer interactions in HubSpot
• Answer incoming customer phone calls and create new contacts in HubSpot
• Generate and manage sales deals, creating logistics appointments for field teams
• Collaborate with outside sales representatives to gather customer insights and objection details
• Follow up with customers post-appointment to address questions and overcome objections
• Adjust and present pricing quotes using our quoting tool based on customer sensitivity
• Document all customer interactions, timelines, and decision-making criteria in HubSpot
• Use the CSM Audit View to prioritize follow-ups and forecast sales pipeline
• Provide after-hours phone coverage (5:00 PM - 7:30 PM PST), with AI handling calls after 7:30 PM
• Manage occasional weekend coverage during peak seasons

Sales Development Representative

Chief of Staff

• Own and safeguard executive calendars; optimize meetings for coaching sessions, strategic planning, and family commitments.
• Identify activities tied to revenue and growth. Take initiative on special projects (e.g., AI product development) from conception to completion independently.
• Serve as the central communication hub and liaison between multiple business units, external partners, clients, and vendors.
• Build systems and lightweight operating systems to streamline recurring processes. Be AI-forward by identifying opportunities to automate repetitive tasks and leveraging new tools.
• Collaborate with leadership to define North Star KPIs; monitor progress, flag blockers, and ensure deliverables are completed with ownership and quality.
• Manage all travel arrangements, meeting coordination, and logistics for internal and external engagements.
• Coordinate professional and family calendars to minimize conflicts, protecting personal energy and downtime.

Executive Assistant – Strategic Operations Lead

• Coordinate logistics, production schedules, and raw material tracking across multiple locations
• Support supply chain operations including inventory management, order processing, and vendor communications
• Collaborate with overseas partners in Taiwan, China, and the Philippines for production and shipment updates
• Manage Excel-based reporting for KPIs, order tracking, and stock levels
• Assist with customer min-max programs and delivery scheduling
• Coordinate with couriers and track shipments to ensure timely delivery
• Communicate proactively with internal teams to resolve supply chain or operational issues
• Support process improvements and contribute to automation initiatives

Supply Chain Operations Coordinator

Customer Support

• Answer and manage inbound calls daily in a professional and friendly manner
• Route calls to the appropriate team members and take accurate messages when needed
• Respond to basic customer inquiries and provide general company information
• Assist with simple administrative tasks such as data entry, updating records, and email follow-ups
• Coordinate with internal departments (logistics, operations, finance) to ensure timely communication
• Maintain call logs and documentation of customer interactions
• Support scheduling and basic coordination tasks as assigned
• Ensure high customer satisfaction through clear and professional communication

Customer Service Representative, Phone Support

Consultant

• Lead the ongoing optimization and stabilization of the NetSuite ERP system
• Review and improve existing configurations across AR, AP, inventory, banking, and bill of materials modules
• Architect and implement system customizations to enhance financial reporting and supply chain KPIs
• Assess and correct existing integrations (Shopify, Amazon, 3PL, EDI, and other connected platforms)
• Support automation initiatives including high-volume order processing (2,000–3,000 daily orders), payment reconciliation, and shipment tracking
• Manage multi-location warehouse setup and multi-entity reporting requirements
• Collaborate with finance, operations, and supply chain teams to gather requirements and translate them into technical solutions
• Provide long-term ERP roadmap planning aligned with automation and AI initiatives
• Coordinate with existing consultants for basic tasks while leading strategic system execution
• Provide documentation, system training support, and best practice recommendations

Senior Netsuite Consultant

Frontend Engineer

• Develop, maintain, and update WordPress websites with custom themes and plugins.
• Implement Google Tag Manager (GTM), Google Ads tracking, and Google Analytics to track and analyze website performance and user behavior.
• Perform routine site maintenance, including hosting changes, email setup (SMTP), and debugging.
• Utilize HTML, CSS, and JavaScript to make customizations and ensure responsive, visually appealing designs.
• Work with popular visual builders like Elementor and other similar builders to create and edit layouts efficiently.
• Collaborate with team to ensure the website design matches the brand's visual identity while enhancing the user experience.
• Optimize websites for speed, SEO, and mobile responsiveness.
• Troubleshoot and resolve issues related to site performance, security, and functionality.
• Be proactive in identifying areas of improvement and propose solutions to enhance site usability, performance, and conversions.
• Ensure all websites are properly tested across different browsers and devices.
• Communicate effectively with the team and clients, ensuring project requirements are met on time.

Web Developer

Onboarding Specialist

• Lead Consultative Calls: Conduct sessions to customize GHL accounts based on specific business goals.
• Platform Configuration: Translate client needs into functional workflows, ensuring all custom tools and snapshots are deployed perfectly.
• Success Mapping & Project Management: Execute detailed onboarding checklists to ensure every account is technically sound and fully optimized.
• Process Improvement: Contribute ideas to refine our onboarding flow and internal SOPs as we scale.
• Resolution Management: Handle daily tickets addressing client issues or questions; and maintain professional communication with clients.
• Deep-Dive Problem Solving: Independently diagnose "hiccups." Respond to daily support Troubleshoot technical problems and provide solutions.
• Continuous Improvement: As we scale, you will help refine our internal SOPs and onboarding flows to keep the engine running smoothly.

Supply Chain Manager, Customer Operations

Project Engineer, Windows, Microsoft Cloud

Full Stack Engineer – AI-Driven Development

Project Engineer, Windows, Microsoft Cloud

Growth Operations Manager

Growth Operations Manager

Executive Assistant – Operations, Growth

Sales Development Representative

Sales Development Representative

Executive Assistant – Strategic Operations Lead

Supply Chain Operations Coordinator

Customer Service Representative, Phone Support

Senior Netsuite Consultant

Web Developer

Onboarding Specialist, Customers