ClearDesk

Research Analyst

• Conduct hyper-targeted lead generation focused on commercial property managers, facilities directors, building owners, and decision-makers
• Source and identify 20-30 qualified prospects per day
• Research commercial properties and gather relevant building information
• Cross-reference business addresses and verify accuracy
• Identify, verify, and update contact information
• Maintain a clean and accurate CRM database
• Draft personalized outreach emails
• Support business development efforts
• Assist with backend operational workflows and administrative tasks
• Provide clear end-of-day updates

Lead Generation & Research Specialist – B2B Prospecting Support

Digital Marketing

• Manage the shared member inbox, responding warmly and promptly to enquiries and payment questions
• Process new subscriptions and cancellations, and verify new member registrations and onboarding
• Perform monthly database reconciliations across WooCommerce, MailerLite, and internal trackers
• Clean up bounced, unsubscribed, or inactive accounts to keep records accurate
• Prepare monthly Zoom links and Google Docs, and update member library links and passwords
• Support program launches and monthly changeovers from start to finish
• Maintain the company's Trello board so no operational task slips through the cracks
• Build, test, and schedule daily Chi Flow emails and monthly email campaigns in MailerLite
• Keep onboarding sequences, Free Class campaigns, and Mid-Month Talk flows updated and error-free
• Keep email graphics, recordings, and program links fresh and accurate
• Map out and schedule social media posts using Metricool, plus manual posting in Facebook Groups
• Build eye-catching graphics in Canva using existing brand assets, and edit and publish Instagram Reels
• Monitor Facebook Groups, Pages, and Instagram, answer direct messages, and support promotional campaigns
• Upload monthly videos to YouTube using SEO best practices
• Refresh copy, program landing pages, countdown timers, and app link pages on WordPress
• Audit the website regularly to confirm all links remain active and correct

Digital Marketing Virtual Assistant, Membership Administration, Customer Care & Support

Customer Support

• Organize employee records, hours worked, pay information, and supporting documentation for payroll submission
• Prepare billing information, verify data accuracy, generate invoices, and help keep billing cycles on track
• Handle sensitive payroll, employee, and financial information with the highest level of professionalism and discretion
• Screen applicants, coordinate interviews, maintain candidate communication, and support the hiring process from start to finish
• Prepare onboarding documentation, collect required forms, and make sure new employees have everything they need on day one
• Keep workforce records organized, complete, and current at all times
• Serve as a coordination point between leadership, employees, clients, caregivers, and external partners
• Answer incoming calls and provide professional, responsive support to everyone who reaches out
• Coordinate meetings, appointments, and business activities with accuracy and follow-through
• Support client onboarding by preparing documentation, collecting required information, and maintaining precise records
• Manage follow-up communication and make sure every request is addressed promptly and professionally
• Handle calendar management, document preparation, data entry, filing, and correspondence
• Maintain organized, secure, and audit-ready digital filing systems
• Track certifications, required documentation, and signatures to keep the company compliant at all times
• Uphold confidentiality and compliance standards across every administrative function
• Review administrative processes for accuracy and catch discrepancies before they become bigger issues
• Create, update, and maintain SOPs, process documentation, and training materials
• Research software and operational tools that can improve efficiency and support business growth
• Provide cross-departmental support as business needs evolve

HR & Operations Specialist – Growth Support

Executive Assistant

• Answer inbound calls live and respond promptly to messages
• Handle leasing inquiries and schedule self-showings
• Log prospect interactions in the leads tracker
• Resolve routine tenant questions independently
• Create and route maintenance work orders
• Keep tenant records accurate
• Review rental applications to ensure timely responses
• Issue and reset self-showing access codes
• Monitor self-showing device tracker and flag issues
• Review the property management system for missed payments
• Notify the team of delinquencies
• Track lease end dates and coordinate renewals
• Maintain the operations master sheet
• Reconcile utility charges monthly
• Complete Fair Housing training and maintain compliance

Tenant Relations and Operations Virtual Assistant

Onboarding Specialist

• connect with candidates and guide them through the hiring process
• conduct phone and video screenings to evaluate candidates
• coordinate interview schedules and manage recruitment pipelines
• follow up with candidates on onboarding requirements
• conduct reference checks and support credential verification
• support recruitment events and hiring campaigns
• maintain recruiting records and documentation
• ensure confidentiality and compliance with candidate information

Lead Generation & Research Specialist – B2B Prospecting Support

Digital Marketing Virtual Assistant, Membership Administration, Customer Care & Support

HR & Operations Specialist – Growth Support

Tenant Relations and Operations Virtual Assistant

Bilingual Recruitment Specialist – Talent & Onboarding Specialist