Agent

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.

Administrative Support – Client Operations

Accountant

• Oversee and refine existing bookkeeping practices.
• Prepare comprehensive management reports and financial summaries.
• Ensure compliance with US and global tax regulations.
• Optimize processes for closing books and financial operations.
• Collaborate with and guide the bookkeepers to ensure accurate and timely financial operations.
• Handle diverse accounting matters, including vendor payments, rent collections, and international trade invoicing.
• Identify and correct inefficiencies in accounts payable/receivable and other financial processes.
• Propose and develop new practices to ensure effective financial management.

Certified Public Accountant

Sales Development Rep

• Aggressive Prospecting: Conduct high-volume outbound calls to General Contractors, End Users (Directors of Facilities, Maintenance Managers), and Property Management companies.
• Appointment Setting: Strategically book and confirm meetings, "Lunch and Learns," and wine-and-cheese events for the senior leadership team.
• Lead Categorization: Identify and nurture "B and C" tier clients with the goal of eventually elevating them to "A" tier status through consistent follow-up.
• Bid List Management: Contact General Contractors to get the company added to their "Invitation to Bid" (ITB) lists.
• Conviction-Based Selling: Represent the company with high energy and professional conviction. You don't need to be a technical flooring expert, but you must be able to "fake it till you make it" by handling initial objections and promising expert follow-up.
• CRM Management: Diligently log all outreach activity to ensure no lead is left cold for more than a few days.

Sales Development Representative – Commercial Construction

Artificial Intelligence

• Architect and implement advanced JSON-LD, entity mapping, and program-level schema
• Build and manage digital entities
• Work within CMS environments
• Research AI Search Strategy
• Act as the technical "engine" for teams
• Use SEMrush, GA4, and Google Search Console for performance monitoring
• Act as the agency’s subject matter expert

Technical AI Engineer – Generative Search Specialist

• Ensure smooth operations across client deliverables and internal processes.
• Build structured agendas and facilitate client meetings.
• Capture key decisions and translate notes into actionable tasks using Asana or Trello.
• Maintain follow-up systems to ensure commitments are met.
• Draft client recaps, status updates, and strategic briefs.
• Maintain professional and consistent client correspondence.
• Develop client presentations and documents from outlines and templates.
• Ensure brand consistency, proofread materials, and maintain consulting standards.
• Source, onboard, and manage specialized contractors (copywriters, marketers, creative talent, technical partners).
• Manage NDAs, access, and task assignments.
• Track SOWs, invoices, and receipts.
• Maintain accounting logs and prepare documentation for CPA review.
• Maintain organized shared drives, enforce naming conventions, and ensure version control.
• Identify automation opportunities and refine workflows for efficiency and consistency.

Growth Operations Manager

• Build structured agendas and facilitate client meetings.
• Capture key decisions and translate notes into actionable tasks using Asana or Trello.
• Maintain follow-up systems to ensure commitments are met.
• Draft client recaps, status updates, and strategic briefs.
• Maintain professional and consistent client correspondence.
• Develop client presentations and documents from outlines and templates.
• Ensure brand consistency, proofread materials, and maintain consulting standards.
• Source, onboard, and manage specialized contractors (copywriters, marketers, creative talent, technical partners).
• Manage NDAs, access, and task assignments.
• Track SOWs, invoices, and receipts.
• Maintain accounting logs and prepare documentation for CPA review.
• Maintain organized shared drives, enforce naming conventions, and ensure version control.
• Identify automation opportunities and refine workflows for efficiency and consistency.

Operations Manager

Sales

• The BDR is a critical support role responsible for driving sales enablement, maintaining strong client relationships, and managing the early stages of the sales cycle.
• Bid Follow-Up: Conduct professional, persistent follow-up calls on submitted bids and proposals to track status, identify decision-makers, and gather feedback.
• Presentation & Meeting Setup: Strategically book and confirm meetings, presentations, and product review sessions for the senior sales team and executives with potential and existing clients.
• Client Relationship Management: Proactively contact existing clients to maintain engagement, identify new opportunities, and ensure overall satisfaction and account health.
• Outbound Calls: Handle a high volume of professional outbound calls to contractors, architects, designers, and end-users, representing the company with the highest level of polish and clarity.
• Professional Communication: Ensure all client-facing communications utilize a professional delivery to promote clear understanding and maintain a consistent business image.
• Internal Coordination: Work closely with Project Management, Design, and Logistics teams to ensure seamless information flow regarding client needs and project status.
• CRM Management: Accurately log all communication, activities, and follow-up details in the CRM system.
• Documentation: Assist in the preparation of pre-meeting materials, introductory packets, and post-presentation follow-up summaries.
• Bid Review Coordination: Schedule and organize internal bid review meetings, ensuring all relevant stakeholders are present and prepared.

Controller

• Ensure accurate monthly, quarterly, and annual financial close and reporting across all business units
• Prepare and file all state and federal tax returns for corporate and personal entities
• Conduct regular tax planning and entity structure reviews
• Identify and pursue tax-saving opportunities
• Compile investment reports and communicate updates with investors
• Facilitate investment distribution payments
• Handle contract facilitation for new development projects
• Create annual operating budgets for each entity
• Prepare and evaluate new development/acquisition proformas and provide recommendations
• Identify opportunities for increased revenue and expense reduction across entities
• Prepare investment models for new projects
• Coordinate financing and information requests from banks and investors
• Evaluate institutional debt obligations for savings and risk mitigation
• Oversee bank account reconciliation for all entities
• Process state filings and business entity reports
• Facilitate 1099s and other tax-related documentation
• Manage credit card expense reconciliation
• Facilitate payroll for Milestone Development & Lighthouse Storage
• Perform internal audits of accounts quarterly
• Complete operating agreements for new entities
• Oversee cash flow management for all entities
• Analyze return on equity invested and track investment performance
• Maintain monthly investment spreadsheets with charts using PivotTables or Power BI
• Conduct cost segregation studies

Assistant Controller

Architect

• 3D Rendering & Animation: Create high-quality, photorealistic architectural residential design interior and exterior renderings and walk-through videos (architectural animation).
• Design Documentation: Develop and maintain detailed Specification Sheets for full-home residential projects.
• Visual Storytelling: Create professional Lookbooks and presentation materials for internal stakeholders and design reviews.
• Project Support: Work closely with the Lead Architect to translate Revit models into high-end marketing and presentation assets.
• Collaboration: Utilize Monday.com for project tracking and maintain clear communication with the architectural lead.

Architectural Visualization, Rendering Specialist

Project Manager

• Project Design & Collaboration
• Partner with the Creator Program Lead and VIP creators to design standout initiatives that maximize brand exposure for both FullEnrich and the creator.
• Help shape projects from concept to launch, balancing creative ambition with operational reality.
• Align internal stakeholders early to ensure clarity on goals, scope, and success metrics.
• End-to-End Project Ownership
• Act as the single owner for VIP creator initiatives, responsible for timelines, coordination, and delivery.
• Pull in the right internal resources (marketing, design, ops, leadership) to ensure projects run smoothly.
• Anticipate risks, remove blockers, and keep momentum high from kickoff to completion.
• Execution, Reporting & Optimization
• Track performance against defined goals and timelines.
• Report progress clearly and regularly to internal stakeholders and creators.
• Surface issues early and proactively propose solutions; execution quality matters here.
• Capture learnings and best practices to improve future initiatives.
• Creator Liaison
• Serve as the primary point of contact for VIP creators on active projects.
• Manage communication with confidence, clarity, and empathy.
• Help channel big ideas into executable plans, especially when creators are idea-rich and execution-light.

Creator Partnerships Project Manager – VIP Influencers

• Own contracts, invoicing, and payments for all creators.
• Ensure invoices are accurate, submitted on time, and paid according to schedule.
• Collect, organize, and maintain all legal and tax documentation required to work with creators (W-9s, W-8BENs, agreements, etc.).
• Maintain clean, up-to-date records across tools and systems.
• Collect and maintain performance data tied to creator activity (deliverables, timelines, results).
• Support reporting efforts by keeping metrics accurate and easy to access.
• Flag inconsistencies, missing data, or operational risks early.
• Serve as a primary point of contact for creators on operational matters.
• Respond quickly, clearly, and thoughtfully to questions about contracts, payments, timelines, and process.
• Contribute directly to a creator experience that feels professional, respectful, and human.
• Escalate issues when needed while always prioritizing resolution and trust.
• Work closely with the Creator Program Lead to support day-to-day execution of the program.
• Help improve processes and documentation as the program scales.
• Act as a steady operational backbone for a fast-moving, high-visibility program.

Certified Public Accountant, CPA

Marketing

• Develop and implement comprehensive B2B marketing strategies focused on lead generation, branding, and pipeline growth
• Manage and optimize paid advertising campaigns (Google Ads, LinkedIn) with a focus on ROI
• Lead SEO, content/copywriting, and account-based marketing initiatives
• Partner with the sales team on lead attribution, CRM workflows, and revenue tracking
• Evaluate and manage external marketing agency partners, with potential to build and lead an internal team
• Use tools like Figma for design needs and coordinate with design contributors
• (Bonus) Plan and execute participation in 2–3 trade shows annually

Marketing Manager

Manager

• Property Maintenance Coordination: Manage and coordinate all maintenance activities including annual inspections (furnace checks, AC checks), repairs, and preventative maintenance across 100+ properties
• Inspection Management: Oversee inspection follow-ups through Breezeway scheduling software after each checkout; track and manage all reported issues from inspections
• Issue Resolution & Tracking: Take ownership of maintenance issues, track progress, ensure timely resolution, and close out tickets with documentation
• Insurance Claims: File and manage insurance claims with Rental Guardian, including uploading photos, invoices, and detailed explanations
• Task Execution & Follow-up: Independently manage task lists, follow up on outstanding items, close communication loops, and proactively notify management when tasks are complete
• Vendor Coordination: Collaborate with maintenance vendors and contractors to ensure timely completion and quality service delivery
• Software Management: Utilize Breezeway (scheduling), Monday.com (task tracking), and Rental Guardian (insurance management) to maintain organized operations

Administrative Support – Client Operations

Certified Public Accountant

Sales Development Representative – Commercial Construction

Technical AI Engineer – Generative Search Specialist

Growth Operations Manager

Operations Manager

Sales

Assistant Controller

Assistant Controller

Architectural Visualization, Rendering Specialist

Creator Partnerships Project Manager – VIP Influencers

Operations Manager

Certified Public Accountant, CPA

Marketing Manager

Property Manager