Outsource Access Careers

Project Manager

• Lead inbound calls with genuine empathy, turning anxious homeowners facing fire, water, or mold damage into calm, confident clients who know they are in safe hands.
• Proactively communicate daily updates across homeowners, project managers, field crews, and insurance adjusters so no project milestone or detail drops through the cracks.
• Spot project delays, scheduling conflicts, or communication gaps early, solving issues proactively before they escalate into customer complaints.
• Track, document, and relay critical scope approvals, carrier requests, and adjuster inquiries to ensure seamless documentation and project approvals.

Project Coordinator

Accounting Manager

• Expertly handle invoice processing, coding, tracking, and payment entry to ensure flawless accounts payable and accounts receivable activities.
• Utilize deep expertise in Yardi Voyager 7S and procure-to-pay workflows to seamlessly process transactions and maintain exceptionally accurate accounting records.
• Proactively review billing information and financial data to identify discrepancies, correct errors, and uphold the highest standards of financial accuracy.
• Think critically, recommend workflow improvements, and collaborate closely with leadership to build more efficient accounting practices.

Accounting Specialist, Yardi Voyager 7S Knowledge

Business Development Rep

• Actively identify and develop new business opportunities in the US market through targeted outbound prospecting via cold calling, email campaigns, Apollo.io, and LinkedIn Sales Navigator.
• Conduct professional discovery meetings with decision-makers to uncover their business objectives, educating them on industry best practices and strategic solutions.
• Navigate the entire sales cycle by delivering engaging virtual presentations, preparing pricing proposals, professionally negotiating terms, and ultimately closing new business.
• Serve as a trusted advisor to executives, building long-term relationships while maintaining an impeccably accurate CRM pipeline.

Business Development Executive

Digital Marketing

• Turn long-form webinars, coaching sessions, and talking-head videos into highly engaging, perfectly formatted short-form clips (Reels, TikToks, Shorts) that instantly grab attention and showcase expert authority.
• Fully manage and schedule content across all major social media platforms, writing platform-specific captions and keeping the brand's online presence consistently active and engaging.
• Maintain and update ClickFunnels pages, ensuring landing pages, lead magnets, and campaign forms function seamlessly to convert viewers into prospects.
• Drive deep audience engagement by monitoring comments and DMs daily, segmenting email campaigns, and guiding prospects into the correct product channels.

Content & Digital Marketing Specialist

Artificial Intelligence

• Design, build, and deploy custom AI chatbots, agents, and automated reports.
• Integrate AI models with core business systems using APIs and automation frameworks to reduce manual hours.
• Architect and maintain a unified knowledge base across multiple brands, continuously cleaning reference data.
• Create polished presentations and spreadsheets from AI outputs to support leadership decisions.

AI Automation Specialist

General

• Design, build, and optimize advanced HubSpot workflows that automate processes across Sales, Onboarding, and Client Success.
• Configure and maintain ticket pipelines, client status automations, Service Hub settings, and Knowledge Base architecture.
• Translate business processes and SOPs into scalable automation solutions.
• Continuously identify opportunities to improve operational efficiency through automation and system enhancements.
• Build, maintain, and troubleshoot integrations between HubSpot and third-party business applications.
• Develop and support custom code actions to extend HubSpot functionality.
• Work with APIs, webhooks, and automation tools to create reliable system integrations.
• Leverage AI-assisted development tools, including Claude Code, to accelerate custom solutions and workflow development.
• Troubleshoot technical issues related to workflows, integrations, and platform functionality.
• Maintain the integrity of HubSpot data through regular audits, property management, and database cleanup.
• Ensure CRM architecture supports accurate reporting, operational efficiency, and long-term scalability.
• Standardize records, properties, and processes to maintain a reliable single source of truth.
• Build and maintain dashboards that provide visibility into operational performance and key business metrics.
• Generate reports to identify trends, bottlenecks, and opportunities for improvement.
• Create documentation, Loom training videos, and process guides to support internal users.
• Serve as the primary HubSpot resource for troubleshooting, training, and platform best practices.

Hubspot Systems, Integration Specialist

Sales Development Rep

• Be the lightning-fast first point of contact, responding to inbound inquiries in under 5 minutes
• Execute 150–175 strategic outbound calls daily to past borrowers and warm lists
• Log every interaction in HubSpot in real time
• Vet leads rigorously and book qualified appointments directly into the pipeline

Sales Development Representative

Bookkeeper

• Execute day-to-day bookkeeping and accounting tasks with exceptional accuracy for our diverse clients.
• Manage the full cycle of accounts payable and receivable, including invoice processing, payment tracking, and collections.
• Conduct routine bank and credit card reconciliations to ensure all financial transactions are accounted for and properly posted.
• Record financial data promptly and accurately across multiple accounting platforms.
• Support month-end and year-end closing procedures to ensure timely and accurate financial reporting.
• Prepare standard financial statements (P&L, Balance Sheet) and create ad hoc reports as requested by clients or internal teams.
• Analyze financial data to provide clear updates and answer queries from clients and management.
• Serve as a reliable accounting contact for clients, communicating proactively and professionally to clarify financial information.
• Maintain pristine and organized financial records within various accounting platforms like QuickBooks, Xero, and SAP.
• Uphold strict compliance with relevant accounting standards and individual client policies.
• Guarantee the confidentiality and security of all sensitive financial information at all times.
• Ensure the integrity of financial data through regular reviews and validation.

Accounting Specialist

Executive Assistant

• Protecting the Ad Spend: You will systematically audit client accounts every 36 to 48 hours, aggressively monitoring budget pacing to prevent overspending and immediately mitigating any wasteful spend.
• Driving Campaign Clarity: By maintaining meticulous data accuracy and pulling insights from Google Ads and Analytics, you will turn complex numbers into actionable weekly flash reports and clear Looker Studio dashboards.
• Building the Foundation: You will conduct robust keyword research, identify crucial negative keywords, and flawlessly execute ad setups to ensure client campaigns launch smoothly and reach the exact right audience.
• Earning Your Autonomy: You will begin under a structured prior-approval protocol, meticulously documenting your actions in an Optimization Journal. As you prove your mastery of our SOPs and systems over your 90-day probation, you will earn the authority to make independent, high-level platform changes.

Pay-Per-Click Virtual Assistant, Remote, Part-Time

• Manage the CEO’s calendar, communications, and priorities, ensuring time is optimized for strategic focus.
• Collaborate with the CEO on company-led projects by carrying out research, preparing briefs, and executing tasks as directed.
• Conduct detailed research on specified topics, summarize findings, and deliver actionable insights or well-prepared briefs.
• Anticipate needs, organize priorities, and ensure deadlines are met with precision.
• Identify opportunities to create efficiencies, streamline workflows, and optimize the CEO’s daily activities.
• Handle personal matters for the CEO, such as researching and planning weekend events, coordinating logistics, or managing household-related tasks.
• Interface with other team members and, on occasion, the CEO’s spouse to ensure smooth coordination on overlapping tasks.
• Use tools such as ChatGPT, ClickUp, Slack, Zoom, Notion, Google Suite (Calendar, Gmail, Drive, Docs, Sheets, Slides), and Go High Level to manage tasks effectively.
• Follow through on assignments with high attention to detail and quality, ensuring that projects are delivered to a high standard.

Social Media Manager

• Turn raw photos and video footage into high-performing, scroll-stopping content across Facebook, Instagram, TikTok, YouTube, and Google Business Profile (GBP) for three distinct brands.
• Independently build and manage the content calendar while designing engaging social graphics, flyers, and promotional assets using Canva or Adobe.
• Foster community trust by handling comments and DMs, identifying and posting in relevant local Facebook groups, and supporting basic SEO and backlink health tied to GBP.
• Research and coordinate local trade show and networking opportunities by handling outreach, event registrations, scheduling, and sponsorship correspondence.

Social Media, Marketing – Virtual Assistant

Account Manager

• Execute targeted outbound outreach to expand clients' distributor network
• Transform existing distributor relationships into VIP accounts by cross-selling and upselling
• Conduct high-impact discovery calls and negotiate contracts
• Focus exclusively on revenue generation while an Account Coordinator handles administrative tasks

Administrative Assistant

• Owning the First Impression: You will be the calm, reassuring, and highly professional voice on the other side of the phone when homeowners and business owners face property emergencies, executing seamless intake and immediate dispatching.
• Guarding the Bottom Line: You will run daily, meticulous audits of project files, notes, and photos to ensure 100% compliance with insurance standards, catching errors before they lead to revenue loss.
• Driving Project Momentum: You will act as the central operational hub, maintaining real-time CRM updates, keeping schedules tight, and proactively chasing down missing documentation from field teams and project managers.
• Closing the Financial Loop: You will assist with precise billing preparation and run respectful, assertive follow-ups on invoices and payment statuses to keep cash flow moving smoothly.

Client Intake – Administrative Coordinator

Accountant

• Orchestrate the monthly and semi-monthly book closing processes across multiple business locations.
• Navigate the financial complexities managing depreciation, prepaids, and standard accrual adjustments.
• Integrate Gusto, When I Work, and QuickBooks Online for precise payroll processing.
• Provide rapid, transparent communication for actionable insights to U.S. leadership.

Senior Accountant

• Setting the Stage for Day-One Sales: You will meticulously execute overnight back-office POS-side work in Dutchie for all products received by the brick-and-mortar team during the day.
• Perfecting the Digital Menu: You will build detailed new catalog entries and verify naming conventions, brand categories, pricing, descriptions, and lab test results.
• Guarding Data Compliance: You will handle over 25,000 yearly entries with supreme, sustained accuracy—identifying menu discrepancies, pricing errors, or missing images before they can impact operations.
• Empowering Leadership Decisions: You will systematically generate nightly "sell-first" lists for aging inventory and craft comprehensive end-of-shift reports.