Bold Business

Solutions 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.