Distro

Executive Assistant

• Provide day-to-day administrative assistance to the client
• Manage calendar, appointments, and scheduling
• Coordinate meetings and send reminders
• Support inbox management and email organization
• Assist with client communication and basic customer service inquiries
• Input, update, and maintain client information in CRM (Salesforce preferred)
• Clean and remove duplicate records to ensure data accuracy
• Organize contact data
• Pull and compile business reports
• Create basic graphs and market analysis summaries
• Plan, create, and manage content for Instagram and Facebook
• Execute daily posting, captions, and engagement
• Monitor comments, messages, and interactions

Virtual Assistant

Administration

• Manage all aspects of retirement plan administration for assigned clients
• Serve as the primary point of contact for clients, advisors, and CPAs
• Coordinate and manage annual data collection and processing cycles
• Collect, review, and analyze employee census data
• Perform eligibility, vesting, and contribution calculations
• Conduct compliance testing (ADP/ACP, nondiscrimination, top-heavy, coverage)
• Prepare government filings (Form 5500, 5330, and 8955)
• Perform trust accounting and asset reconciliation
• Identify discrepancies and escalate issues when necessary
• Process distributions, loans, and Required Minimum Distributions (RMDs) (with review)
• Collaborate with actuaries for Defined Benefit or Cash Balance plans
• Maintain workflow tracking and meet strict deadlines
• Deliver professional, timely, and client-focused communication (mainly via email)

Benefits Administrator – Retirement Plans

Sales

• Identificar nuevas oportunidades mediante prospección activa y visitas a campo.
• Asegurar la retención de clientes y la coordinación operativa de proyectos a largo plazo.
• Mantener relaciones sólidas con contratistas y gerentes de proyecto.
• Llamadas en frío, networking y búsqueda de nuevos contratistas.
• Control de pipeline y actividades en sistema CRM.

Senior Sales Specialist – Híbrido

Business Development Rep

• Prospect and engage new clients through outbound outreach.
• Open conversations with key decision-makers.
• Qualify opportunities and identify high-value prospects.
• Build and manage a consistent sales pipeline.
• Partner with the sales team by delivering strong, qualified opportunities.

New Business Hunter – High Commission Role

Accounts Receivable

• Auditoría de cuentas y precisión de facturación:
• Realizar auditorías periódicas de cuentas (pagos privados y subsidios) para asegurar la facturación correcta.
• Corregir discrepancias en facturación, pagos y ajustes.
• Asegurar el cumplimiento de políticas internas y regulaciones estatales.
• Gestión de subsidios y conciliaciones:
• Conciliar pagos de subsidios de forma semanal y mensual.
• Identificar y resolver pagos incorrectos o faltantes.
• Apoyar a las sedes con documentación y cumplimiento de requisitos.
• Mantenerse actualizado/a sobre políticas estatales de subsidios.
• Gestión de cuentas por cobrar (AR):
• Monitorear el estado de AR de manera semanal e identificar tendencias.
• Apoyar procesos de cobranza y seguimiento.
• Escalar cuentas en riesgo o morosas según lineamientos.
• Trabajo colaborativo:
• Reunirse semanalmente con directores de sedes y líderes regionales.
• Brindar orientación sobre procesos de facturación y mejores prácticas.
• Actuar como punto de contacto para consultas de facturación y matrícula.
• Cumplimiento y documentación:
• Garantizar que todos los procesos cumplan con políticas internas y regulaciones.

Tuition Partner – Billing & Accounts Receivable

Data Engineer

• Design, develop, and maintain scalable ETL/ELT data pipelines using Python.
• Process and integrate data from multiple formats and sources (JSON, CSV, XML).
• Build and manage data transformations and orchestration workflows using dbt and orchestration tools such as Airflow, Prefect, or Dagster.
• Enforce data governance, quality, and security standards.
• Extend, maintain, and optimize the Elastic Hierarchy data framework.
• Collaborate with analytics, ML, and product teams to deliver reliable, business-ready datasets.
• Support data operations in SaaS and hybrid on-premise environments.

Senior Data Engineer

Recruitment

• Ejecutar estrategias de hunting y realizar llamadas de reclutamiento (outbound sourcing) para identificar, filtrar y atraer perfiles especializados a través de portales de empleo web y bases de datos.
• Liderar entrevistas en video, aplicar evaluaciones de competencia, coordinar verificaciones de antecedentes/referencias y mantener un seguimiento meticuloso del pipeline durante procesos de reclutamiento de ciclo largo.
• Diseñar y liderar múltiples seminarios web (webinars) interactivos cada semana para presentar las oportunidades de empleo de forma atractiva y persuasiva ante grandes audiencias de candidatos.
• Mantener la integridad de los expedientes en el sistema ATS, transferir datos entre formatos para la creación de reportes ejecutivos y asegurar un flujo de información impecable.

Senior Recruiter

• Manage end-to-end recruiting for roles such as In-Home Sales Consultants, Promoters, Team Leaders, Project Coordinators, and management positions.
• Partner with hiring managers and leadership to understand hiring needs and priorities.
• Source candidates through databases, referrals, networking, and proactive outreach.
• Maintain updated pipelines and detailed candidate tracking throughout the hiring process.

Recruiter

Operations

• Create weekly KPI reports, reconcile data from multiple sources, and deliver clear executive summaries.
• Manage weekly audit and accountability processes, ensuring deadlines are met and issues escalated.
• Act as the main contact for managers, teams, and vendors, routing flagged issues with full context.

Operations Analyst

COP 5,000,000 - COP 5,200,000 per month

• Lead, mentor, and manage an outside sales team, fostering a high-performance culture.
• Develop and execute strategic sales plans to drive revenue growth and market expansion.
• Actively participate in closing high-value deals and strengthening client relationships.
• Collaborate with internal teams to optimize business development strategies.
• Identify, recruit, and retain top-tier sales talent; human capital experience is a plus.
• Continuously refine sales processes to improve efficiency and effectiveness.
• Travel domestically and internationally as needed to attend team on-site meetings, customer events, industry conferences, and training sessions; travel may include air travel, ground transportation (cars, taxis, rideshare services), and in some cases public transportation.

Director of Sales

Support Engineer

• Provide first-line technical support via chat, ticketing systems, calls, and screen sharing
• Troubleshoot, diagnose, and resolve technical issues in a timely manner
• Manage a high volume of support tickets, ensuring SLA compliance
• Reproduce and analyze issues reported by customers
• Escalate complex issues to engineering teams with clear documentation
• Guide customers through product features and troubleshooting steps
• Maintain accurate documentation of support interactions and resolutions
• Continuously learn and stay updated on product features and technical updates

Technical Support Agent

Marketing

• Develop and execute comprehensive customer lifecycle marketing strategies to drive engagement, retention, and loyalty.
• Analyze customer data and insights to identify opportunities for improving the customer journey and increasing lifetime value.
• Collaborate with cross-functional teams, including product, sales, and customer service, to ensure a seamless and cohesive customer experience.
• Create and manage targeted marketing campaigns across various channels, including email, social media, and digital advertising.
• Monitor and report on the effectiveness of marketing initiatives, using data to optimize and refine strategies.
• Stay up-to-date with industry trends and best practices in customer and lifecycle marketing.

Senior Marketing Manager

Consultant

• Proactively generate new business opportunities within the designated territory
• Continuously expand knowledge of the industry trends, new products, services and Broker practices
• Conduct thorough analysis, planning, and implementation of products and services tailored to meet client needs.
• Stay informed about competitors' initiatives and analyze potential competitive threats
• Ensure the accuracy, timeliness, and efficiency of all services provided to assigned clients
• Schedule and conduct regular meetings with clients to address questions and concerns during the implementation phase
• Collect and analyze data to provide strategic guidance on products, services, marketing, sales and other business areas
• Prepare concise and impactful executive summaries for client presentations
• Develop lead generation strategies and effectively use CRM (Salesforce) to track activities
• Consistently meet or exceed monthly and quarterly sales quotas
• Complete and submit accurate new business paperwork, expense reports and weekly activity reports by the deadlines set by management
• Participate in monthly consulting meetings and provide training and coaching to other team members
• Frequent domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions.
• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.

PEO Business Consultant

Paralegal

• Analyze invention disclosures and assist in drafting claims, drawings, and patent applications.
• Review office actions, prior art, and specifications to support response preparation.
• Conduct freedom-to-operate searches and analyze patent portfolios.
• Prepare and file U.S. trademark applications.
• Perform patentability searches and prepare written analysis.
• Draft legal correspondence and documentation for patent prosecution.
• Support bookkeeping tasks including billing, account updates, and financial documentation.
• Manage U.S. client accounts with high accuracy and attention to detail.
• Identify process improvement opportunities and contribute ideas for operational efficiency.
• Collaborate with supervising attorney and participate in workflow integration.

Part Time Paralegal, US Experience

• Analyze website, branding, and digital presence to identify improvement opportunities.
• Develop and execute a comprehensive marketing strategy.
• Manage and create content for social media channels.
• Drive brand awareness and lead generation initiatives.
• Support SEO optimization and website improvements.
• Launch and optimize marketing campaigns (organic and paid).
• Track and report on marketing performance metrics.
• Conduct market and competitor research.
• Build marketing processes and workflows from scratch.