Elevate and Delegate

Digital Marketing

• - Own and manage relationships with clients and stakeholders
• - Lead client meetings, status updates, and ongoing reporting
• - Ensure work is on track, in scope, and aligned with client goals
• - Monitor performance, surface insights, and partner with specialists to guide strategy
• - Provide education and help clients understand SEO, PPC, and digital marketing fundamentals
• - Proactively identify challenges or opportunities before clients do
• - Maintain a minimum retention rate of 95% and NPS scores of 8+

Digital Marketing Account Manager

Performance Marketing

• Build, manage, and optimize campaigns across Google Ads, Meta Ads, and other paid platforms
• Own daily performance and hit CPA / ROAS / conversion targets
• Analyze data to uncover trends and growth opportunities
• Create and maintain dashboards (AgencyAnalytics, Looker Studio, CallRail, etc.)
• Collaborate with account managers and creative teams
• Present performance updates and recommendations to clients

Senior Paid Media Specialist

Accountant

• Conduct daily cash audits for both SM and OPCO operations.
• Communicate with store team members regarding discrepancies, ensuring timely follow-up for resolutions.
• Troubleshoot Loomis safe issues.
• Prepare credit card integration for SM and OPCO.
• Reconcile SM credit card transactions using reports from First Data.
• Analyze chargebacks in First Data and maintain an up-to-date Excel spreadsheet to track discrepancies.
• Prepare and reconcile delivery receivables weekly to ensure accurate funds are received for all participating stores.
• Prepare and submit weekly sales reports.
• Analyze reports to ensure RBI and Yum! payments are accurate, free of duplicate charges, and processed correctly.

Junior Staff Accountant

Customer Support

• Handle incoming website support tickets (Monday–Friday)
• Perform simple updates and fixes such as adding pages, editing content, fixing broken widgets, or making layout adjustments
• Respond to tickets in a timely manner (within 24 hours for simple requests)
• Build new client websites using WordPress + Elementor
• Work closely with the Web Team Lead and Web Team Manager to deliver projects on time
• Create new pages and update existing pages based on SEO team requests
• Design, update, and optimize landing pages for paid advertising campaigns

WordPress, Elementor Web Designer – Support Specialist

Operations

• Build and prepare quotes using Printavo
• Organize client information and maintain accurate project records
• Track project progress and ensure tasks move through each stage smoothly
• Support Account Managers with setup and coordination needs
• Create mockups for shirts and merchandise
• Project manage screen print jobs from setup through production
• Coordinate details between sales, production, and fulfillment
• Assist with simple t-shirt designs and logos (basic edits only)
• Build and manage basic online stores for print-on-demand using Fulfill Engine

Sales Operations Assistant / Sales Support Coordinator

Account Manager

• Manage and grow client relationships, serving as the main point of contact and trusted advisor.
• Understand and gather client requirements to accurately define role needs and expectations.
• Create clear and well-aligned job descriptions (JDs) based on client needs.
• Identify new business opportunities within existing accounts to drive upselling and revenue growth.
• Support the hiring process by participating in final interviews and providing structured feedback to the team.
• Continuously provide feedback on candidate profiles, performance, and client fit throughout the recruitment process.
• Partner with clients to help identify the best-fit candidates for their roles.
• Ensure clients receive exceptional service by proactively identifying needs and offering tailored solutions.
• Provide accurate data and reports to leadership to support timely and correct contractor payments.
• Maintain and update CRM tools, including HubSpot and internal sales trackers.
• Collaborate closely with leadership to refine sales, hiring, and retention strategies.
• Contribute to process improvements and operational efficiency, especially in a lean or fast-paced environment.

Sales

• Conduct deep-dive research to identify potential property leads and growth opportunities
• Perform regular data analysis on local market trends and property valuations
• Maintain accurate and meticulous records of leads, property details, and sales notes within the CRM
• Prepare comprehensive research packets for lead agents to support high-level meetings
• Identify and qualify prospects through proactive research to fuel the sales pipeline
• Prepare and manage real estate contracts with high attention to detail.
• Keep contract timelines updated to ensure no deadlines are missed.
• Handle utility transfers, including turning services on and off for new listings or turnovers.
• Provide executive assistant support to keep daily operations organized and running smoothly.
• Act as the primary point of contact for residential property inquiries.
• Coordinate showings, distribute lockbox codes, and send out applications.
• Conduct thorough reference checks to ensure we seat high quality tenants.
• Filter maintenance requests and route them to the appropriate handymen or contractors.

Real Estate Administrative, Sales Assistant

• - Answer inbound phone calls and assist customers with:
• - Bill payments and payment processing
• - Explaining billing statements and account details
• - Resolving general customer inquiries related to self-storage facilities
• - Provide professional, friendly, and clear communication at all times
• - Accurately document customer interactions and updates in internal systems
• - Perform administrative and operational tasks during slower call periods, including:
• - Data entry
• - Working with Excel spreadsheets
• - General office and system-related tasks as needed
• - Support other departments or projects as assigned, based on skills and availability

Customer Service – Operations Generalist

Executive Assistant

• Manage and maintain executive calendar and scheduling
• Answer phone calls and manage inbound communications
• Manage email inbox, prioritize messages, and ensure timely follow-ups
• Coordinate personal and home-related services (appointments, vendors, deliveries)
• Handle and organize mail and documentation
• Follow up with team members to ensure tasks and deadlines are met
• Collaborate closely with Client Services, RevOps, and Account Management teams
• Assist with CRM management, primarily using HubSpot
• Support ad hoc administrative and operational tasks as needed
• Help with building and maintaining a LinkedIn network
• Support internal coordination across teams and initiatives
• Grow into expanded responsibilities over time, with a potential path toward Chief of Staff or other senior operational roles

Executive Assistant – IT Services, Consulting

• Track tax preparation statuses - reviewing client questionnaires, gathering tax documents, reminding clients which tax documents are missing
• Prepare tax returns in UltraTax
• Tax planning support - review what quarterly tax estimates have been sent to the client and paid
• Communicate with clients via email and text
• Review monthly financials
• Supporting US tax managers

Tax Associate

Ecommerce

• Maintain complete and accurate books in QuickBooks Online
• Perform all bank, credit card, and balance sheet reconciliations
• Own the monthly close process from start to finish
• Prepare and maintain supporting schedules and workpapers
• Produce monthly financial statements for internal review
• Manage and maintain Shopify to QuickBooks integrations
• Reconcile Shopify sales, refunds, discounts, and fees to payment processors (e.g., Shopify Payments, Stripe, PayPal)
• Track and reconcile COGS, including product costs, freight, duties, and landed costs
• Support inventory tracking and valuation in coordination with operations
• Monitor refunds, chargebacks, and sales adjustments
• Build and backfill accounting records for prior periods (2025)
• Align accounting activity to the prior-year tax return as a reference point
• Establish and document accounting workflows, assumptions, and controls
• Work directly with leadership for review and guidance
• Coordinate with client-side operations contacts to resolve data and process gaps
• Identify process improvements and automation opportunities
• Ensure accounting records are audit- and tax-ready

E-commerce Accountant

• - Track tax preparation statuses - reviewing client questionnaires, gathering tax documents, reminding clients which tax documents are missing
• - Prepare tax returns in UltraTax
• - Tax planning support - review what quarterly tax estimates have been sent to the client and paid
• - Communicate with clients via email and text
• - Review monthly financials
• - Supporting US tax managers

• Lead Zoom calls with small business owners to understand their business and accounting
• Take new messy clients and clean up their bookkeeping, streamline processes, connect bank feeds, update chart of accounts, then hand it off to a teammate for regular monthly bookkeeping
• Clean up existing Quickbooks Online files, as well as open new Quickbooks online files
• Your daily tasks will be cleanly organized in Canopy, our practice management system, a critical tool that will set you up for success managing work across multiple clients
• As you work, you’ll always stop to ask questions of your team when you aren’t exactly sure what needs to be done - whether inside a client’s books or another client system
• Understand and connect CRMs such as Jobber, Hubspot, ServiceTitan and Square that integrate with Quickbooks online
• Make sure the prior year tax return matches the bookkeeping

Digital Marketing Account Manager

Senior Paid Media Specialist

Junior Staff Accountant

WordPress, Elementor Web Designer – Support Specialist

Sales Operations Assistant / Sales Support Coordinator

Account Manager

Real Estate Administrative, Sales Assistant

Customer Service – Operations Generalist

Executive Assistant – IT Services, Consulting

Tax Associate

E-commerce Accountant

Tax Associate

Senior Staff Accountant