Agent

Supply Chain

• 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.

Onboarding Specialist, Customers

Bookkeeper

• Prepare and file tax returns for small to mid-sized business clients using Pro Series software. Support amendments and ongoing tax work throughout the year.
• Manage general ledger entries, reconciliations, month-end close procedures, and special projects as needed. Proficiency in QuickBooks Online and Desktop is required.
• Assist with personal and business client tax questions, filings, and bookkeeping inquiries. Maintain professional relationships with clients.
• Support with general accounting tasks and operational improvements. Flexibility to handle ad hoc accounting projects.
• Contribute to firm growth by supporting a team currently managing 40 business clients, 300 personal tax clients during season, and 50 additional business tax clients.

Senior Tax Accountant, Bookkeeper – Spanish Required

• Tax Preparation: Prepare and file tax returns for small to mid-sized business clients using Pro Series software
• Bookkeeping: Manage general ledger entries, reconciliations, and month-end close procedures
• Client Support: Assist with tax amendments and ongoing tax work throughout the year
• Accounting Work: Support with general accounting tasks as needed

Bookkeeper, CPA

Marketing

• The Marketing Automation Specialist is responsible for designing, executing, and managing end-to-end marketing campaigns using automation systems as leverage.
• You will own campaigns from concept to launch to live monitoring, ensuring the right messages reach the right audiences at the right time.
• You will design and launch marketing campaigns from start to finish, translating business initiatives into structured funnels and sequences.
• You will segment audiences based on lead quality, source, and engagement, and ensure different groups receive the right messaging at the right time.
• You will build and manage campaigns inside GoHighLevel, including email and SMS sequences, tagging, triggers, and conditional logic.
• You will actively monitor live campaigns to ensure messages are sending correctly, links and timing are accurate, and issues are identified early.
• You will use automation systems to support campaign execution, troubleshoot problems when they arise, and help document repeatable campaign structures as the business grows.

Marketing Automations Specialist

Content Manager

• We’re hiring a Marketing Lead & Content Manager to own day-to-day marketing execution, content production, and community growth.
• You will run the content engine, manage production workflows, build repeatable systems, and ensure that marketing output is consistent, professional, and operationally reliable.
• You will also play a central role in building a real community — not just distributing content, but driving engagement, relationships, and ecosystem participation.
• Daily social media execution across platforms, including planning, writing, scheduling, publishing, engagement, and performance tracking.
• Content production and repurposing from webinars, events, and recordings into social clips, blogs, newsletters, transcripts, and visual assets.
• Member-driven marketing, newsletter production, and digital community engagement, including new-member announcements, co-amplification campaigns, member spotlights, and ecosystem visibility initiatives.
• Event promotion workflows, including copywriting, visual assets, promotion calendars, social campaigns, and speaker/panelist social kits.
• Post-event content repurposing and distribution, including recaps, blogs, video clips, transcripts, community follow-ups, and multi-platform publishing.
• Development and maintenance of marketing systems and SOPs for content production, social workflows, video production, event promotion, content repurposing, and newsletter operations.
• Implementation of AI tools and automation to scale output, improve speed, and maintain quality while preserving brand standards.
• Continuous optimization of workflows to support high-volume execution and consistent quality.

Marketing and Content Manager, Ethereum

Business Development Rep

• Research and identify small-to-mid-sized business leads (typically under 500 employees).
• Conduct outbound calling, relationship-building, and needs assessment with prospective clients.
• Drive the full sales process from lead generation through closing, focusing on IT, bookkeeping, and consultancy services.
• Collaborate with company leadership to shape the service offering and refine the go-to-market approach.
• Provide weekly progress updates and insights; participate in regular check-ins with leadership.
• Initiate and manage initial project pipeline; assist in building supporting sales/marketing collateral.
• Help lay the foundation for the company’s market entry and future team build-out.

Business Development Manager – Project-Based

Video Editor

• Edit long-form video content (video podcasts, ads, studio shoots)
• Create 30+ short-form assets per long video for marketing segmentation
• Produce 1–3 long-form videos per week
• Apply color correction & grading (cinematic look)
• Optimize videos for different platforms: YouTube, Meta (Facebook & Instagram Ads), TikTok
• Manage ad assets and content clipping for performance marketing
• Collaborate with marketing and creative teams to meet campaign goals

Video Editor, Content Specialist

Account Executive

• Manage and prioritize a pipeline of inbound and warm leads provided by the company.
• Proactively reach out to warm leads to ensure a full calendar of client meetings.
• Conduct discovery calls and meetings with prospective clients to understand their hiring needs and challenges.
• Present our company's recruiting services and value proposition in a compelling manner.
• Negotiate contract terms and close new client agreements to meet and exceed sales targets.
• Focus on achieving a weekly target for new client acquisition.
• Maintain accurate and up-to-date records of all sales activities and client interactions in our CRM system.
• Collaborate with the CEO to refine and optimize the sales process.
• Identify and pursue opportunities for account expansion by re-engaging with past clients.

Operations

• Manage and monitor client progress in tax and other services workflows in TaxDome
• Follow up with clients who have not submitted required documents or information
• Make outbound phone calls, messages, or video check-ins to re-engage stalled clients
• Assist clients with navigating TaxDome and understanding next steps
• Manage backend workflows and data collection
• Light calendar (Calendly) and email filtering support
• Support operations during peak tax season (Feb–May) - organizing data and tracking information flow; monitoring accounts receivable and billing.
• Updating, creating and managing pipelines in TaxDome
• Organizing and categorizing transactions and running reports in Quickbooks.

Agent

Supply Chain Operations Coordinator

Customer Service Representative, Phone Support

Senior Netsuite Consultant

Web Developer

Onboarding Specialist, Customers

Senior Tax Accountant, Bookkeeper – Spanish Required

Bookkeeper, CPA

Web Developer

Marketing Automations Specialist

Marketing and Content Manager, Ethereum

Business Development Manager – Project-Based

Video Editor, Content Specialist

Account Executive

Administrative Support, Client Operations

Administrative Support, Client Operations