Intelassist

Customer Support

• Process e-commerce customer orders via EDI/NetSuite and manage order entry.
• Review inventory levels to ensure adequate quantities and communicate exceptions.
• Manage and update customer records in NetSuite for e-commerce accounts when new locations are added.
• Respond professionally and timely to inquiries from e-commerce customers and manage order exceptions.
• Coordinate shipping of products within customer’s time frame and handle co-manufacturer shipping requests (e.g. ASN revisions, label printing).
• Issue Purchase Orders to co-manufacturers based on sales order confirmations and process co-manufacturer invoices into NetSuite.
• Analyze manufacturer costs for conformity with contracts and process freight broker invoices into NetSuite.
• Process expense payables, conduct reconciliations, own state registration process and manage tonnage filings.
• Invoice all customers through NetSuite and email invoices to any non-EDI customers.
• Provide backup for other operational tasks and contribute process improvement suggestions.

Operations Support Specialist, Order Entry

Civil Engineer

• Produce and manage high-quality designs and drawings using Civil 3D.
• Perform thorough quality checks, including spelling, labels, annotations, and identification of layer overlaps or inconsistencies.
• Visualize projects in their entirety and create comprehensive lists of identified errors, along with documented corrections.
• Prepare and deliver clear, professional reports on findings and project status.
• Apply proper self-checking methods and drafting error prevention processes.
• Collaborate and communicate effectively with internal teams and clients to ensure alignment on project goals and deliverables.

Civil Engineer, Civil 3D

Bookkeeper

• Own biweekly payroll in ADP for hourly, multi-site retail operations
• Validate manager timecards and pay periods to prevent over and underpayments
• Manage payroll corrections and communicate with district and store managers
• Interact directly with US based employees and liaise with field staff/contractors and internal workforce teams
• Responsible for payroll and timesheet tracking across 15 US store locations
• Coordinate with workforce team to collect missing timesheets in advance of payroll deadlines
• Track and input all payroll adjustments in payroll system
• Calculate overtime pay and bill amounts, auditing for eligibility
• Verify field staff onboarding forms auditing for tax details, birthdate & banking info
• Continuous improvement and refining of the pay/bill process
• Assist with other accounting and finance duties as needed, including special projects related to payroll such as applying for government assistance programs
• Prepare gross profit report accuracy and analyze and disseminate findings to the rest of the organization

HR Payroll Specialist

Consultant

• Turn complex medical claim data into clear, actionable insights.
• Use SQL, Python, Excel, and Power BI (DAX, Power Query, visuals) to build reliable models and reports.
• Interpret results, frame the story, and advise decision-makers beyond dashboards.
• Build, publish, and govern Power BI reports and semantic models; optimize DAX for performance and usability.
• Perform exploratory analyses in SQL/Python (cohorting, drivers, segmentation, forecasting).
• Design and maintain data models, queries, and ETL/Power Query steps to deliver trustworthy datasets.
• Establish documentation, QA checks, and data quality guardrails.
• Create reusable analytics assets (measures, templates, views) to accelerate future work.
• Track and communicate KPIs, trends, and business drivers to stakeholders on a regular cadence.
• Mentor analysts and contribute to the hiring plan, standards, and workflows for a growing analytics team.
• Partner with business leaders to scope questions, define metrics, and translate needs into analytical requirements.
• Collaborate cross-functionally (Ops, Finance, Product, Sales, RevOps, IT) to align data definitions and priorities.

Senior Analytics Consultant, Healthcare

Administration

• Coordinate and book all travel arrangements (flights, hotels, transport, visas) for team, locally and internationally
• Negotiate with travel vendors to secure competitive rates and ensure compliance with company policy
• Maintain detailed travel records and ensure bookings align with company policy
• Assist with preparation and filing of company registration documents and company secretarial support
• Maintain accurate records of company licenses, certifications, and important documents
• Act as central point for logging and flagging guest complaints received by food delivery team
• Ensure complaints are tracked and directed to relevant teams for resolution
• Serve as key point of contact at the Base Station supporting restaurant teams and central operations

Office Administrator

Administrative Assistant

• Answer and route incoming calls to the appropriate team members
• Manage calendars, coordinate meetings, and assist with scheduling logistics
• Provide general administrative support, including inbox management, document organization, and internal communication
• Maintain digital filing systems and ensure records are up to date
• Report to the Sales Manager and follow the sales process from initial outreach/intake call
• Perform initial screening of clients, request additional information, and schedule scoping consultations via Zoom/Teams
• Answer and direct client communications via e-mail or phone and assist or escalate inquiries
• Prepare documents, maintain hard copy and digital filing systems, manage mail, and process expense reports
• Assist with tracking metrics and preparing reports as needed

Digital Marketing

• Manage and grow social media channels for clients (Facebook, Instagram, and other platforms)
• Create, schedule, and publish high-quality social media content
• Design professional graphics and visuals using Canva to support client campaigns and branding
• Maintain and optimize social media profiles to strengthen brand presence
• Manage and optimize paid advertising campaigns across Meta and Instagram
• Conduct market research to support ad targeting and campaign strategy
• Track, analyze, and report performance metrics to drive growth and optimize results
• Organize and track marketing initiatives using Trello boards
• Use ChatGPT and similar tools for content creation and workflow efficiency
• Collaborate closely with the company owner to align marketing with client objectives
• Assume responsibilities currently managed by the company owner, ensuring professional quality and scalable processes

Digital Marketing Specialist

Executive Assistant

• Manage executive calendars, internal team schedules, and client meetings
• Coordinate service calls and prepare meeting agendas and notes
• Track recurring projects and milestones to align with IT deliverables
• Handle inbound calls, emails, and follow-ups with professionalism
• Send quotations, proposals, and service updates; ensure timely client responses
• Draft client correspondence, reports, and service summaries as directed
• Maintain and update documentation including service logs, project updates, and client records
• Prepare and manage templates for quotes, proposals, and contracts
• Organize digital files, ensuring easy access and compliance with internal standards
• Assist with project tracking for IT implementations, managed services, and client deliverables
• Compile weekly progress reports summarizing completed work, open items, and risks
• Support leadership in documenting internal SOPs for consistency and training

Virtual Assistant

Billing Specialist

• Support Columbia’s billing operations through insurance verification, claims processing, and accounts receivable follow-up
• Verify patient insurance eligibility and secure pre-authorizations
• Submit and process claims, adjustments, and payments accurately
• Follow up on outstanding accounts receivable via phone and email
• Respond to patient and insurer billing inquiries and resolve discrepancies
• Log billing activities and maintain compliance with privacy regulations
• Collaborate closely with onshore billing staff across the U.S. in a virtual setting
• Maintain HIPAA-compliant standards, accuracy, and speed

Medical Billing Specialist

Accounts Payable

• Process high-volume invoices accurately and in a timely manner.
• Perform 3-way matching of purchase orders, receipts, and invoices.
• Manage vendor accounts, including reconciliations and payment schedules.
• Respond to vendor inquiries and resolve payment discrepancies.
• Ensure compliance with U.S. accounting standards and internal controls.
• Maintain accurate records of all AP transactions and assist with month-end closing.
• Collaborate with U.S.-based finance and operations teams.
• Generate AP reports as required.

Accounts Payable Specialist

Operations

• The Operations Director will lead high-performing teams across a diverse portfolio, including Accounting, Architecture & Engineering, Customer Service, Back Office, IT, and Healthcare, ensuring excellence in service delivery, operational efficiency, and financial performance. This strategic, hands-on leader will align multi-industry operations with evolving client needs, technology trends, compliance standards, and business objectives. Key responsibilities include driving cross-functional initiatives, optimizing workflows, implementing best practices, and fostering a culture of performance, accountability, and client success. Key Responsibilities: Live and execute the mission and vision of the organization. Communicate effectively and build strong relationships with all stakeholders, across all levels, and all departments, to ensure alignment and collaboration. Lead multi-industry operations teams by developing tailored strategies for each vertical—ensuring high service levels across accounting, A&E, IT, customer service, healthcare, and back-office accounts. Drive business growth by identifying opportunities within current accounts and collaborating on new business proposals and service expansion. Conduct regular business reviews to evaluate team performance, account health, and client satisfaction across industries. Translate business goals into operational objectives while aligning resources and capabilities across departments and account types. Ensure service delivery excellence by implementing vertical-specific KPIs, operational metrics, and performance dashboards. Champion process improvement and technology integration tailored to the unique needs of each industry (e.g., HIPAA compliance in healthcare, security in IT, SLAs in accounting services). Develop long-term operational strategies that enable scalability, profitability, and high levels of client satisfaction. Create talent development programs and succession plans tailored to the needs of each account type, ensuring domain expertise and high employee engagement. Assess and manage risk across all business units including regulatory risks, service disruptions, and burnout. Optimize budgets and resource allocation to ensure cost-effective operations without compromising quality or compliance. Stay ahead of technology trends, tools, and automation strategies relevant to each vertical and implement enhancements to improve agent efficiency and customer experience. Establish policies and processes that support both standardization and customization, ensuring operational consistency with flexibility for vertical-specific needs.