Magic, Inc

Administrative Assistant

• Handle escalated help desk tickets requiring Salesforce Administrator access
• Monitor and analyze system trends to identify recurring issues
• Perform data loads and bulk updates to maintain system efficiency
• Manage support tickets with vendors
• Configure new hire, team, and regional setups within Salesforce
• Manage integrations with associated systems (Gmail/Dialpad/Sense/TR)
• Provide system access and permissions management
• Support user training and adoption
• Create and maintain documentation for flows and workflows
• Interpret and optimize existing flows
• Conduct User Acceptance Testing for new rollouts
• Develop and implement best practices
• Ensure seamless integration between Salesforce and healthcare-specific platforms
• Perform proxy login testing
• Maintain data security and HIPAA compliance
• Monitor system performance and reliability

Salesforce Administrative Specialist

Executive Assistant

• Manage 15–20 virtual assistants across multiple clients simultaneously
• Run daily stand-ups and coach EAs in real-time when issues arise
• Build and execute personalized development plans for each team member
• Track performance metrics including response times, client satisfaction, and quality scores
• Jump in hands-on when clients need immediate support — you're a player-coach, not just a manager
• Lead video calls with international clients (US, Australia) daily
• Partner with clients to optimize EA workflows and stay ahead of their evolving needs
• Manage smooth transitions during team changes, EA replacements, and client handovers
• Support EA offboarding and account transition checklists when pairings end
• Develop and maintain SOPs for key EA functions
• Monitor performance across HubSpot, Slack, Discord, Cloudtalk, ChatGPT, Workspace, and Penthouse daily
• Support client onboarding calls as needed and follow the handover SOP when accounts transition to a new Account Lead
• Flag billing discrepancies and relay client billing questions to the billing team — you coordinate, not calculate
• Submit a daily Account Lead Pulse (ALP) report following any internal note or escalation
• Maintain clean, accurate records on all team and client activity
• Use technology proactively to solve problems and stay organized

Client Success Team Lead – Virtual Assistant Accounts

Client Partner

• Manage 15–20 virtual assistants across multiple clients simultaneously
• Run daily stand-ups and coach EAs in real-time when issues arise
• Build and execute personalized development plans for each team member
• Track performance metrics including response times, client satisfaction, and quality scores
• Jump in hands-on when clients need immediate support — you're a player-coach, not just a manager
• Lead video calls with international clients (US, Australia) daily
• Partner with clients to optimize EA workflows and stay ahead of their evolving needs
• Manage smooth transitions during team changes, EA replacements, and client handovers
• Support EA offboarding and account transition checklists when pairings end
• Develop and maintain SOPs for key EA functions
• Monitor performance across HubSpot, Slack, Discord, Cloudtalk, ChatGPT, Workspace, and Penthouse daily
• Support client onboarding calls as needed and follow the handover SOP when accounts transition to a new AL
• Flag billing discrepancies and relay client billing questions to the billing team — you coordinate, not calculate
• Submit a daily Account Lead Pulse (ALP) report following any internal note or escalation
• Maintain clean, accurate records on all team and client activity
• Use technology proactively to solve problems and stay organized

EA Team Coach, Client Partner

AI Engineer

• Complete onboarding and get familiar with our tools and process.
• Get to know the team.
• Work with colleagues to release small features and bug fixes.
• Be responsible for releasing features to production on a rapid agile cadence
• Take ownership and lead a technical project;
• Or, become an expert on a specific technology or product domain.

Senior Software Engineer – Full Stack AI

• Manage 15–20 virtual assistants across multiple clients simultaneously
• Run daily stand-ups and coach EAs in real-time when issues arise
• Build and execute personalized development plans for each team member
• Track performance metrics including response times, client satisfaction, and quality scores
• Jump in hands-on when clients need immediate support — you're a player-coach, not just a manager
• Lead video calls with international clients (US, Australia) daily
• Partner with clients to optimize EA workflows and stay ahead of their evolving needs
• Manage smooth transitions during team changes, EA replacements, and client handovers
• Support EA offboarding and account transition checklists when pairings end
• Develop and maintain SOPs for key EA functions
• Monitor performance across HubSpot, Slack, Discord, Cloudtalk, ChatGPT, Workspace, and Penthouse daily
• Support client onboarding calls as needed and follow the handover SOP when accounts transition to a new AL
• Flag billing discrepancies and relay client billing questions to the billing team — you coordinate, not calculate
• Maintain clean, accurate records on all team and client activity
• Submit a daily Account Lead Pulse (ALP) report following any internal note or escalation
• Use technology proactively to solve problems and stay organized

Salesforce Administrative Specialist

Client Success Team Lead – Virtual Assistant Accounts

EA Team Coach, Client Partner

Senior Software Engineer – Full Stack AI

Virtual Assistant Team Lead