Handoff

Executive

• Track and drive progress across CEO priorities and key business initiatives
• Maintain a centralized view of decisions, follow-ups, risks, and bottlenecks
• Identify gaps or delays and escalate with proposed solutions
• Ensure alignment across internal teams, timelines, and deliverables
• Own and move forward select internal projects from start to finish
• Oversee the CEO's calendar, inbox, and scheduling priorities
• Prepare meeting agendas, briefing documents, and post-meeting recaps within 24 hours
• Act as liaison between the CEO and internal teams across operations, finance, legal, client projects, and content
• Track key decisions, approvals, and outstanding deliverables across all workstreams
• Coordinate travel and high-priority logistics in alignment with CEO priorities
• Manage studio scheduling and coordinate with operations as needed
• Maintain daily, weekly, and monthly workflows
• Track outstanding items across contracts, payments, hiring, CRM, and projects
• Maintain and update SOPs, workflows, and internal documentation
• Own and optimize the agency's technology ecosystem, including Google Workspace, project management tools, and automation platforms
• Conduct quarterly systems audits and troubleshoot technical issues
• Manage personal scheduling and logistics in support of CEO effectiveness
• Coordinate key appointments, travel, and personal priorities
• Support financial organization and administrative tracking
• Handle ad hoc requests supporting business and personal priorities

Executive Business Partner

Events

• Execute event sponsorship contracts and secure necessary signatures
• Confirm event deliverables, deadlines, and logistics requirements
• Define booth footprint and visual/design approach with the design team
• Coordinate printing and production of collateral, signage, and branded materials
• Order booth components, including banners, monitors, and rotating content displays
• Set up and manage lead retrieval systems
• Manage attendee list additions and deletions before registration cutoffs
• Coordinate pre-event meetings and calendar holds
• Prepare sales teams with talking points, collateral, and briefing materials
• Confirm booth staffing assignments and team readiness
• Share event details with marketing for social promotion and website showcase
• Confirm on-site materials, signage, and booth setup
• Act as the real-time on-site contact between sales and marketing
• Capture and log leads and track attendee interactions
• Coordinate event debrief meetings
• Archive event performance data and insights for future planning

Events Coordinator

Account Executive

• Send high-volume outbound emails to cold prospects using automated systems
• Call cold prospects and warm leads daily to build consistent pipeline
• Follow up persistently with inactive or stalled accounts
• Call current customers to drive reorders, expansion, and reactivation
• Respond promptly to inbound calls and email inquiries
• Log all activity accurately and consistently in Salesforce
• Maintain clean CRM data with clear next steps on every account
• Hit daily activity targets and monthly pipeline goals

Outbound Sales Representative

Content Manager

• Receive content assets; format, schedule, and publish across assigned digital channels (LinkedIn primary, YouTube, Instagram, and additional platforms as identified)
• Manage posting calendars, ensuring consistent cadence and optimal timing across time zones
• Format content for platform-specific requirements (dimensions, copy length, hashtag strategy, etc.)
• Coordinate posting across multiple channels to maximize reach and engagement
• Adapt and repurpose content assets for different platforms while maintaining brand voice and messaging
• Monitor and respond to comments, messages, and inquiries across all social channels in a timely manner
• Engage authentically with audience members, fostering community and building relationships
• Flag important conversations or customer inquiries to appropriate WorkRight teams
• Maintain professional tone and brand consistency in all community interactions
• Track engagement patterns to inform future content decisions
• Monitor performance metrics across channels (reach, engagement, click-through rates, follower growth, etc.)
• Compile regular performance reports for WorkRight leadership, highlighting wins, trends, and opportunities
• Provide data-driven recommendations for content optimization and channel expansion
• Identify underperforming content and successful formats to guide future creation
• Track KPIs tied to campaign goals and business objectives
• Own the execution strategy for assigned channels; make autonomous decisions about posting frequency, content mix, and timing
• Evaluate new platforms and recommend expansion opportunities based on audience insights
• Test new content formats and distribution approaches; report findings to leadership
• Ensure all channels reflect current WorkRight messaging and brand positioning
• Collaborate with Content Writer on format and medium preferences based on performance data
• Work closely with the Content Writer to ensure asset flow and deadline alignment
• Communicate with WorkRight leadership on channel performance, emerging opportunities, and resource needs
• Coordinate with other teams (sales, customer success, leadership) on content needs or promotional pushes
• Support webinar, podcast, and event promotion across social channels

Executive Business Partner

Events Coordinator

Outbound Sales Representative

Content Distribution Manager