Outsource Accelerator

Executive Assistant

• Manage and organize company email inboxes, ensuring timely responses and follow-ups.
• Handle intake calls from patients, families, and referral sources with professionalism and empathy.
• Assist with insurance verification, prior authorizations, and documentation support.
• Coordinate and process referrals from hospitals, clinics, and case managers.
• Communicate effectively with case managers, patients, and internal staff to ensure seamless care coordination.
• Use RingCentral for call management and communication.
• Maintain accurate records and documentation within our CRM system and Alora (EMR software).
• Support the home health team with scheduling, data entry, and administrative tasks as needed.
• Uphold confidentiality and compliance with HIPAA regulations.

Virtual Assistant

Account Manager

• Build and maintain strong relationships with business clients; serve as primary point of contact
• Conduct regular check-ins to assess satisfaction and identify support opportunities
• Identify new commercial opportunities; collaborate on client acquisition and cross-selling strategies
• Represent the institution at industry events and networking opportunities
• Analyze client financial statements and business plans to assess creditworthiness
• Guide clients through loan application process and ensure regulatory compliance
• Partner with underwriting teams to facilitate loan approvals and resolve issues
• Advocate for clients by providing feedback on expectations and market trends
• Monitor client accounts to identify risks and collaborate on mitigation strategies
• Maintain accurate records, loan agreements, and prepare reports on client performance and portfolio status

Client Relationship Manager

Operations

• End-to-End Program Operations: Set up each cohort in Kajabi (modules, emails, automations, tagging, access dates)
• Manage the weekly content drip and communications
• Handle participant enrollment, tagging, survey tracking, and progress reporting
• Troubleshoot access issues, subscription problems, or payment questions (via Stripe)
• Live Call Support & Group Coordination: Coordinate weekly group calls with the health coach, including planning the format and flow
• Set up Zoom links, send reminders, manage recordings and post-call uploads
• Attend and administer all live Zoom sessions: Admit participants from the waiting room
• Handle breakout room assignments and timing
• Monitor chat, technical issues, and support participant needs
• Flag follow-up tasks from calls
• Video & Resource Management: Edit and update videos using Descript (e.g. trimming errors, adding headers or transitions)
• Make light updates to PDFs and workbooks in Canva (e.g. edits and new resources)
• Organize and maintain all assets in Google Drive
• Participant Support & Community Management: Answer emails and community messages with professionalism and empathy
• Direct clients to the resources that answer their question
• Monitor engagement and flag drop-offs or disengaged participants- followup with them.
• Admin, QA, and Continuous Improvement: Regularly test and maintain program links, automations, and lesson sequencing
• Keep SOPs up to date and improve processes over time
• Suggest improvements based on participant feedback and operational bottlenecks
• Collecting testimonials from participants
• Updating the website with testimonials and other edits

Operations Manager

Content Writer

• Conduct in-depth product research on laptops, desktops, GPUs, CPUs, and other creator-focused gear. Track hardware launches, updates, benchmarks, and price changes. Create research briefs comparing multiple products based on performance, pricing, and use case. Draft summaries of user reviews, Reddit threads, and forum discussions to identify real-world pros/cons. Assist in writing, proofreading, and fact-checking video scripts and outlines. Maintain databases or spreadsheets of products, specs, release dates, and affiliate links. Suggest timely video topics based on trending tech news and search demand. Communicate regularly with the channel owner to align research with content goals.

Virtual Assistant

Client Relationship Manager

Operations Manager

Virtual Assistant – Researcher and Content Writer