Bold Business

IT Support

• Supervise and mentor a distributed Tier 1 support team; establish performance standards; monitor KPIs; conduct coaching, training, and development; escalate complex issues as needed.
• Oversee zero-trust and secure-access platforms (e.g., Zscaler); validate routing, policies, and authentication; troubleshoot connectivity and performance issues.
• Manage enterprise VoIP/UC platforms (RingCentral, Cisco Webex, Microsoft Teams Calling, Zoom Phone, etc.); troubleshoot SIP/RTP, codec, SBC/NAT, IVR, and call-quality issues; maintain integrations with CRM and ticketing systems.
• Oversee Tier 1 escalations for Windows, macOS, SaaS, and network incidents; manage collaboration suites (Google Workspace, Microsoft 365), device management, and endpoint security solutions.
• Partner with security, operations, and engineering teams; maintain SOPs, runbooks, and knowledge base documentation; ensure clear communication and escalation procedures.

IT Manager – Tier 2

Project Manager

• Convert approved quotes/specs into clean, accurate customer orders and POs.
• Enter and process orders using ProjectSpec and/or Khameleon as primary tools (along with other systems as needed).
• Verify product specifications, finishes, SKUs, COM/COL, pricing, and discounts before submission.
• Ensure timely order placement and monitor order status from PO to acknowledgment and shipment.
• Interpret and work from project specifications created in ProjectSpec, ProjectMatrix, CET, or similar tools.
• Maintain organized project folders with POs, acknowledgments, submittals, approvals, and change orders.
• Update internal systems (Khameleon, CORE, Acumatica, etc.) with current order data, ship dates, and changes.
• Support designers and project managers by reviewing line items for accuracy and completeness prior to ordering.
• Coordinate with manufacturers, reps, and vendors regarding pricing, availability, lead times, and shipping details.
• Resolve discrepancies between POs and order acknowledgments (pricing, quantities, finishes, model numbers).
• Communicate order status and updates clearly to designers, project managers, and account managers.
• Track all orders through the full lifecycle—from quote to PO, acknowledgment, shipping, and delivery.
• Identify and correct errors in pricing, quantities, finishes, or COM/COL details before and after order submission.
• Proactively flag risks, constraints, or missing information that could affect lead times or installation.
• Maintain accurate, up-to-date order data across all systems and documentation.
• Assist in resolving damage, backorder, or re-order situations in coordination with vendors and internal teams.

Project Coordinator – Commercial Interiors

• Support and administer Zscaler Internet Access (ZIA), Zscaler Private Access (ZPA), and Zscaler Client Connector (ZCC).
• Validate routing and policy behavior, analyze admin-portal logs and client diagnostics, and tune configurations for performance and security.
• Manage authentication rules, SSL inspection, user profiles, and zero-trust access policies.
• Troubleshoot connectivity and performance issues, escalating to Zscaler TAC as needed.
• Administer and support RingCentral, TalkDesk, Twilio, or similar enterprise VoIP/UC systems.
• Troubleshoot SIP/RTP, codec, SBC/NAT, IVR, and call-quality issues.
• Create and maintain integrations with CRM and ticketing systems to support call logging and analytics.
• Improve reliability, reporting, QoS, and operational documentation for voice platforms.
• Provide Tier-2 escalation for Windows, macOS, SaaS, and network incidents, maintaining detailed runbooks and documentation.
• Administer and support Google Workspace, Microsoft 365, Intune/Autopilot/Jamf, and endpoint management tools such as NinjaOne and SentinelOne.
• Support system monitoring tools (Zabbix or equivalent) and assist with basic AWS operations for internal systems.
• Partner with security, operations, and engineering teams to maintain compliance and access integrity.
• Maintain comprehensive documentation, SOPs, and knowledge base articles.
• Escalate and collaborate effectively with vendors and Tier-3 teams to resolve complex issues.

VOIP IT Support Specialist

Influencer Marketing

• Source and qualify micro Influencers/Creators (3K–50K) across priority markets with a focus on outdoor and lifestyle verticals.
• Build and maintain a high-quality creator pipeline in Airtable (or similar CRM).
• Conduct tailored outreach (DMs and email) using brand voice and approved templates; follow-up and negotiate partnership terms.
• Manage creator onboarding and shepherd partnerships through multi-tier phases (trial → ambassador → long-term partner).
• Track content performance using UTM links, affiliate codes, and analytics; produce weekly regional reports.
• Coordinate product gifting and logistics, aligning selections with seasonal FlippingBook lookbooks.
• Ensure creator deliverables and legal/brand guidelines are met; flag and resolve content or compliance issues.
• Collaborate with marketing and logistics to optimize creator briefings, creative guidance, and campaign cadence.

Influencer & Affiliate Marketing Specialist

• Tier 2 Escalations and SLA Ownership
• Act as the L2 escalation point across endpoints, identity, networking, VOIP, and SaaS; drive incidents to resolution within SLA, document RCA, and maintain runbooks/KB.
• Zscaler Administration
• Operate and troubleshoot ZIA/ZPA: policy design, SSL inspection, PAC/Client Connector, forwarding profiles, App Segments, connectors/tunnels, SSO/IdP integration, and log/ZDX analysis.
• VOIP/Contact Center
• Administer Storm Studio, RingCentral, and Talkdesk: IVR/flow design, business hours/holiday sets, skills/queues, callback, QA/recording, reporting, and API/webhook integrations.
• Device Provisioning and Security
• Lead Windows Autopilot and macOS zero‑touch deployments via Intune/Jamf/Addigy; enforce baselines (BitLocker/FileVault, AV/EDR, firewall, disk encryption, compliance).
• Manage endpoint posture with NinjaOne (RMM) and SentinelOne (EDR); standardize build profiles and post‑provisioning automations.
• Productivity and Identity Platforms
• Administer Google Workspace and Microsoft 365: user/group/OU management, mail flow, DLP, transport rules, SPF/DKIM/DMARC, and identity/SSO integrations.
• Manage 1Password for enterprise secrets and access hygiene.
• ITSM and Work Management
• Operate Jira Service Management for request types, workflows, SLAs, and automation; collaborate within Monday.com boards for cross‑team delivery.
• Asset and Finance‑adjacent Systems
• Maintain Snipe‑IT for asset lifecycle and reconciliations; support QuickBooks Time (TSheets) integrations and data integrity with HR/Finance as needed.
• Sales/Marketing Integrations
• Support HubSpot and Mailgun integrations for operational automations, ensuring deliverability, suppression handling, and compliance.
• Monitoring and Infra
• Build and maintain Zabbix monitoring for endpoints/services; basic AWS operations (IAM, S3, EC2 fundamentals) for internal apps and automation backends.
• Automation and Internal Tools
• Design, build, and maintain workflows in Make.com and n8n across Jira, VOIP, identity, email, and internal systems (ProdTool), with robust error handling, retries, idempotency, alerts, and metrics.
• Maintain Airtable schemas used for operational data and pipeline orchestration.

Tier 2 IT Support – Automation Specialist

Solutions Engineer

• Develop and maintain web applications using JavaScript, PHP, HTML, and CSS.
• Work with APIs to connect systems and automate data flows.
• Participate in client discussions to gather goals and technical requirements.
• Build automation workflows using tools like n8n, Make.com, or custom scripts.
• Integrate AI tools or APIs to enhance automation and performance.
• Collaborate with internal teams to deliver reliable, user-friendly solutions.

Junior Automation & AI Integration Engineer

• Design and build automations that replace tedious workflows—reduce manual steps by 50%+.
• Integrate systems like HubSpot, Greenhouse, Airtable, CRMs, enrichment APIs (Clearbit, Hunter, etc.), and others.
• Deploy resilient, observable workflows using tools like n8n, Retool, or Apify—think idempotency, retries, dashboards.
• Own reliability: Create alerts, SLAs, dashboards for monitoring failures, cost, and usage.
• Build internal tools and templates for non-engineers to launch their own automations.

Automation & Integration Engineer

Engineer

• Preconfigure new circuit ports and logical cross-connections (PTD).
• Pretest new logical circuit paths and resolve design discrepancies in collaboration with Network Planners.
• Execute remote logical grooms of transport circuits across multi-vendor equipment (e.g., Lumen, Cisco, Juniper, Ciena, Infinera, Nokia).
• Validate grooms ensuring no alarms, errors, or outstanding issues remain.
• Troubleshoot and resolve complex network issues during migration activities.
• De-provision legacy circuits and ports following successful migration.
• Document procedures, results, and lessons learned with precision.

Transport Circuit Migration Engineer – Logical Grooms Specialist

Appointment Setter

• Schedule patient appointments by phone using approved scripts—clearly explain the purpose/importance of visits, answer basic questions, and confirm time, location, and prep steps.
• Hit daily KPIs (call volume and success rate) while maintaining quality, empathy, and professionalism.
• Document every interaction accurately in the daily spreadsheet or dashboard (final tool confirmed before training).
• Follow scripts—and improve them: use the provided call guides, gather feedback from calls, and suggest wording tweaks that increase conversions.
• Collaborate in Slack with your manager and teammates for updates, coaching, and fast issue resolution.
• Place/receive calls, manage dispositions, and escalate when needed.
• Protect patient privacy and follow company policies and applicable regulations (e.g., HIPAA-aligned practices).
• Be reliable and adaptable: show up for scheduled shifts, adjust to timezone coverage needs (EST/MT), and handle changes in process as we scale.

Patient Appointment Scheduling Specialist

• Design, build, and maintain automation workflows primarily using n8n.
• Integrate internal and external tools via APIs, webhooks, and custom modules.
• Identify inefficiencies in existing processes and transform them into seamless automated workflows.
• Jump into light custom scripting (Python/Node.js) where needed to enhance n8n capabilities.
• Monitor, test, and optimize automation flows for reliability and scalability.
• Document all workflows to make them easy for others to understand and build on.
• Partner with business teams to map out processes and identify opportunities for automation.
• Support data scraping/enrichment for recruiting and marketing with tools like Apify, Puppeteer, Phantombuster, Hunter.io, and Clearbit.
• Build data pipelines and dashboards that enable frictionless data flow across the organization.

Automation and Workflow Engineer

Accounts Receivable

• Send invoices and follow up on overdue payments
• Reconcile customer accounts and resolve payment discrepancies
• Prepare AR aging and collection reports
• Work with the AR Manager and Customer Service team to solve billing issues
• Keep customer records up to date and accurate

Accounts Receivable Associate

• Manage and update customer billing records, ensuring accuracy and compliance
• Send collection correspondence and follow up with delinquent accounts in a professional, customer-focused manner
• Monitor overdue accounts, generate AR aging reports, and support collection strategies
• Investigate payment discrepancies, resolve billing issues, and collaborate with the AR Manager and Customer Service team
• Reconcile AR accounts in coordination with the Staff Accountant (at least twice monthly)
• Prepare ad hoc AR and collection reports for management
• Maintain accurate AR documentation and filing for easy retrieval
• Communicate payment status and account changes to stakeholders
• Support other finance or administrative tasks as needed

Accounts Receivable Specialist

Executive Assistant

• Source, screen, and manage candidate pipelines in Greenhouse
• Schedule interviews and support candidate onboarding
• Partner with sales on talent research and client deliverables
• Use AI tools and automations to speed up workflows
• Keep everything accurate, organized, and moving fast
• Work with scheduling tools and AI automations to keep pipelines moving and help recruiters and sales managers save time

Virtual Assistant, Recruiting and Sales Support

• Manage candidate pipelines within Greenhouse ATS, ensuring accuracy and timely updates across all stages.
• Conduct initial resume reviews and pre-screens to identify qualified candidates quickly.
• Send and track onboarding communications (welcome emails, pre-start documents, background checks, etc.).
• Schedule and coordinate candidate interviews efficiently using ATS integrations (Calendly, Outlook, Zoom).
• Assist in “Boldifying” CVs and preparing candidate profiles for client submissions.
• Support recruiters and sales managers with scheduling, reporting, and candidate tracking.
• Generate and maintain recruiting reports (time-to-fill, stage conversions, pipeline health) using Greenhouse dashboards and other tools.
• Ensure all documentation, compliance items, and client-facing deliverables are accurate and timely.
• Use AI tools to streamline workflows (resume parsing, drafting outreach emails, interview scheduling, data entry automation).
• Research and recommend new tools, plug-ins, or automations that improve recruiter productivity.
• Proactively identify bottlenecks and implement tech-enabled solutions for speed and quality.
• Support the sales team with research on prospects and candidate availability.
• Assist in preparing candidate slates and reports for client presentations.
• Act as a bridge between sales and recruiting to ensure promises made to clients are executed on time.

Virtual Assistant – Recruitment

• Provide comprehensive support for various business operations, digital projects, and content and social media management.
• Collaborate across functions to manage scheduling, coordinate tasks, and develop engaging content for both internal and external audiences.
• Oversee tasks and timelines utilizing project management tools such as Asana, Basecamp, or Monday.com.
• Assist in project planning, progress tracking, and team coordination.
• Manage executive calendars and coordinate interviews, including scheduling podcast guests.
• Facilitate seamless scheduling across various time zones.
• Create and edit graphics, videos, and marketing materials for digital platforms.
• Compose blog posts and other content to enhance brand storytelling.
• Monitor and engage with social media interactions.