Agent

Accountant

• Manage and reconcile revenue recorded in property management systems to ensure accurate monthly financial reporting.
• Perform monthly bank reconciliations across all entities.
• Ensure revenue is accurately recorded within the ERP system.
• Investigate and resolve discrepancies between property management systems, ERP records, and bank transactions.
• Review, code, and process vendor bills across multiple entities.
• Ensure AP transactions are accurately recorded within the ERP.
• Monitor and track autopay obligations for timely recording.
• Perform monthly credit card reconciliations for company-issued cards.
• Assist with annual 1099 preparation and maintain vendor W-9 documentation.
• Collect and maintain vendor Certificates of Insurance and Lien Waivers.
• Execute assigned month-end close activities accurately and on schedule.
• Prepare balance sheet account reconciliations.
• Assist in preparing financial reports for leadership and investors.
• Identify opportunities to improve accounting processes through automation, AI tools, and system enhancements.
• Assist with state business entity filings and annual reports.
• Support sales tax and excise tax reporting as required.

Staff Accountant

Marketing

• Support the EVP of Marketing directly. Act as the EVP's assistant and right hand: triage and follow up on action items, prepare briefing materials before meetings and meetups, track commitments to closure, and take on ad hoc work to keep marketing priorities on track.
• Own the money trail. Confirm event budgets and reconcile against actual spend; manage invoice collection and the 25th-of-month payment cycle; records management for cancellations, deposits, and revised quotes; gather and GL-code vendor invoices before each payment run; input cardholder receipts (Ramp) and code them monthly; maintain the spend spreadsheet against the cap; audit the SaaS tool list and flag charges that no longer pull weight.
• Manage inventory, print, and fulfillment. Manage in house assistants to tally marketing inventory (restock, storage, shelving); source and order branded promo items and track delivery; manage print jobs and pricing; ship workbooks, books, and equipment with tracking and stated deadlines; coordinate workbook fulfillment and reprints; administer orders end-to-end.
• Keep the back office running. Track vendor contracts and IC agreements (Docusign admin); coordinate schedules across the principals, the Traffic Manager, and the team; request and track tool access.
• Run events and conferences end-to-end. Own events from overseeing an event coordinator or if smaller, complete the work yourself for: venue, catering, linens, and signage to AV; book conference travel, booth, and material shipping; make sure business cards and NFC cards are printed and on hand; set up and verify AV and the on-site presentation; set up and break down the booth.

Marketing Assistant

Estimator

• Perform detailed material and quantity takeoffs from plans and specifications, specifically focusing on panel & service upgrades, EV charger installations, generator installations, and general electrical maintenance.
• Manage pre-construction administrative duties, including comprehensive bid preparation, compiling submittal packages, managing RFIs, and tracking electrical code revisions.
• Review project documentation thoroughly to identify missing information, flag potential discrepancies, and clarify scope before formal submission.
• Lead vendor outreach and subcontractor coordination to source accurate pricing, compile material quotes, and clarify project scopes.
• Track active bid invitations, maintain the estimating pipeline, and ensure all submissions meet strict project deadlines.
• Maintain a high-volume bidding cadence, efficiently managing data and documentation within the team's existing systems.

Industrial/Commercial Electrician, Estimator

Social Media Manager

• Develop and execute organic social media strategies across multiple platforms
• Create and schedule engaging content that aligns with our brand and audience
• Identify trends, content opportunities, and emerging formats that increase engagement
• Grow audience reach, followers, and community engagement organically
• Collaborate with leadership to turn coaching content, events, testimonials, and success stories into social media assets
• Monitor social media performance and provide recommendations for improvement
• Engage with followers and help foster an active online community
• Research competitors and industry leaders to identify content opportunities
• Coordinate content calendars and ensure consistent posting schedules
• Support video, short-form content, and repurposing initiatives across channels

Social Media Content Strategist

Compliance

• Own the status system and traffic flow. Own the Dailies/status tracker so every project stays visible and moving; route briefs, assets, and approvals between the EVP, the pod, and vendors; attend the Program Manager's meetings (or review the AI notes) to log tasks and commitments; set daily and weekly priorities and protect deadlines before they slip; maintain and refine the approval, routing, and publish workflows.
• Be the second set of eyes — nothing ships with an error. Test every email and SMS end-to-end (links, tags, opt-outs, routing, real user experience); verify UTMs on every link, email, and ad against the taxonomy before launch; proof spelling, grammar, links, and functionality on everything; QA every form (it submits, tags correctly, assigns territory, notifies the right rep, lets leads book); review and approve staging builds before go-live.
• Steward the regulatory approval chain. Ensure fund artifacts are reviewed by legal and the right parties are copied; monitor and flag new disclosure language; secure principal sign-offs on brand claims; enforce the creative gate so nothing advances without the EVP's sign-off (strict the first four months); steward each piece through the full chain — writer → principals → reviewer → board — and chase every handoff; route approved creative to SMEs, reviewer, and board, logging each approval; keep the approval record for every published asset; maintain one canonical, version-proofed source of truth so nothing ever pulls an outdated or non-compliant statement from the offering documents.
• Own the last mile — publish and version control. Push approved assets live in the publishing stack (Notable, Planable, HubSpot, or equivalent); enforce version control so the current version is live and older ones are archived; oversee who has access to branded assets.
• Hold the cadence and the team accountable. Keep the distributed (LatAm) marketing team accountable for hours and output; make sure no-shows and unqualified leads actually get worked; run event pre-flight on-site (display, QR codes/UTMs, NFC, capture forms, table materials); shadow key calls and capture action items; keep lists trimmed with Growth; assemble the weekly stats for the Monday call; reconcile the editorial and traffic calendars; surface stalls and blockers early.
• Document the standard. Write down the QA and compliance standards so quality survives turnover.
• UTM tracking. Own the creation, tracking, and auditing of UTM parameters across all paid channels to optimize campaign performance visibility and compliance.

Traffic & Compliance Manager – Marketing

Public Relations

• Own the PR and earned-media program. Own PR end-to-end — media-director relationships, free-media outlets, pitching, source interviews, and reach/list-access growth; build and tend press, podcast, and media relationships by phone and in person; pitch stories and secure placements and guest spots in interviews, articles, and podcasts; field inbound press inquiries; monitor brand mentions and reputation.
• Run the book and credibility programs. Coordinate book publishing end-to-end — edits, endorsements, press kit, print, distribution; assemble and coordinate written and video book reviews; lead production of testimonial, interview, and review video, pulling the video pod.
• Build partnerships, advisors, and community. Build and maintain advisor relationships and the program components around them — workshops, e-course, advisor-CRM stewardship, book shipments, Thrive Groups, meet-and-greets, advisor conferences; build referral and strategic partnerships; grow the meetup and community presence; maintain the map of key external relationships and their owners.
• Own conferences, sponsorships, and speaking. Recommend which conferences and sponsorships are worth attending (the EVP decides); attend and represent the brand on the ground; extract maximum value from each sponsorship — logo, booth, attendee list, inclusions; secure and prepare speaking slots and panels; own how leads are captured and followed up from each event or program.
• Run the radio program. Develop the radio program content with the fund principal and manage earned-media campaigns into relationships he can close.
• Source pod talent. Source and vet additional pod talent (e.g., a videographer) when needed; the EVP approves spend. *(Covers responsibilities 45, 52–66, 68, 69–71.)*

Program Manager

• Own both principal relationships. Be the lead contact for the fund principal and the coaching-brand principal — scripts, decks, timelines, updates, site/reel/database needs. Run a standing weekly check-in with each so requests are captured, not sprung; keep them proactively informed so they never wonder where something stands; ensure investors get concierge-level hospitality at every touchpoint.
• Run delivery end-to-end. Set the strategy and timing for each project, write the one-paragraph brief that kicks it off, and spin up the right pod to ship it — then stand it down. Own the steady stream of get-it-done brand work, and be the single catch-all owner for anything thrown at the department: make sure it ships.
• Commission and oversee the work product. Pull design and copy for collateral (PDFs, one-pagers, brochures, postcards); commission site and landing-page edits and oversee completion; plan and run webinars and group launches (Zoom/Calendly) and drive show-up rates; own event purpose and messaging while handing logistics to Ops.
• Guard quality — the principals never find an edit. Check everything every way before it ships: spelling, grammar, headlines, cross-brand consistency, visual alignment, missed links, missed opportunities
• Own the CRM and lead-quality picture. Know the CRM, check statuses, and oversee a reporting dashboard. Sit with the fund principal and the lead team to assess lead quality and know the story behind the top 20 leads — who's converting, why, and how much they have to invest.
• Drive AI leverage. Continuously show where AI doubled production on a product, program, or process.
• Report up and run the cadence. Lead the strategic investor survey (routed through compliance), turn the EVP's mastermind ideas into delivered plans, package the validated Monday roll-up, assemble the SLT and quarterly reports for the EVP to present, and back the EVP up as second in command at key events.

Marketing Program Manager

Marketing Operations

• Run events and conferences end-to-end. Own events from venue, catering, linens, and signage to AV; book conference travel, booth, and material shipping; make sure business cards and NFC cards are printed and on hand; set up and verify AV and the on-site presentation; set up and break down the booth.
• Own the money trail. Confirm event budgets and reconcile against actual spend; manage invoice collection and the 25th-of-month payment cycle; handle cancellations, deposits, and revised quotes; gather and GL-code vendor invoices before each payment run; chase cardholder receipts (Ramp) and code them monthly; maintain the spend spreadsheet against the cap; audit the SaaS tool list and flag charges that no longer pull weight.
• Manage inventory, print, and fulfillment. Manage marketing inventory (restock, storage, shelving); source and order branded promo items and track delivery; manage print jobs and pricing; ship workbooks, books, and equipment with tracking and stated deadlines; coordinate workbook fulfillment and reprints; administer orders end-to-end.
• Keep the back office running. Track vendor contracts and IC agreements (Docusign admin); coordinate schedules across the principals, the Traffic Manager, and the team; request and track tool access.
• Support the EVP of Marketing directly. Act as the EVP's assistant and right hand: triage and follow up on action items, prepare briefing materials before meetings and meetups, track commitments to closure, and take on ad hoc work to keep marketing priorities on track.

Marketing Operations Coordinator

Sales

• Manage and nurture a pipeline of pre-qualified seller leads.
• Conduct discovery calls to understand seller motivations, timelines, and property circumstances.
• Build trust and establish strong relationships with property owners.
• Negotiate purchase prices and secure properties at targeted acquisition margins.
• Present and submit offers to motivated sellers.
• Handle objections and guide prospects through the decision-making process.
• Follow up consistently to maximize conversion opportunities.
• Maintain accurate records and activity tracking within GoHighLevel (GHL).
• Collaborate with the acquisitions and operations teams to ensure smooth contract execution.
• Meet and exceed monthly offer submission and closed-deal targets.
• Provide feedback to leadership regarding lead quality, market conditions, and process improvements.

Real Estate Sales Closer, US & Canadian Markets

Operations

• Execute tasks within a comprehensive loan checklist, accurately extracting data from loan applications and legal agreements with extreme attention to detail.
• Source, vet, interview, and manage contractors on platforms like Fiverr for one-off projects.
• Independently map out workflows and build clear video tutorials and documentation using tools like Scribe and screen recorders.
• Manage professional email and phone correspondence with banks, title companies, and borrowers to collect post-closing documentation.
• Learn and maintain proprietary loan processing software (Mortgage Automator), alongside managing everyday internal operations via Monday.com and Slack.
• Handle abstract or novel operational requests independently.