Savvital

Designer

• Review architectural and construction drawings to identify specific requirements related to glass and glazing.
• Perform detailed takeoffs for storefront systems, curtain walls, glass panels, aluminum framing, and door/window units.
• Prepare Bills of Quantities (BOQ) and structured cost estimates.
• Assist in preparing customer quotes based on provided pricing frameworks and vendor inputs.
• Use AutoCAD to prepare and verify drawings specifically for windows, doors, and glass systems.
• Read and interpret blueprints, elevations, sections, and technical specifications.
• Identify scope gaps, inconsistencies, or assumptions in drawings and coordinate with teams to clarify technical details.
• Perform necessary engineering calculations and project estimations to ensure structural and material integrity.
• Utilize internal software to generate Bills of Materials (BOM) and product calculations.
• Use Excel to build estimating worksheets and maintain organized project records.

Design and Estimation Engineer

Performance Marketing

• Create, manage, and optimize Google Ads campaigns for home services businesses.
• Build complete Google Ads strategies, including account structure, keyword research, bidding strategies, and budget allocation.
• Lead search-first campaign execution; manage Local Services Ads (LSAs) where applicable.
• Continuously monitor performance and optimize for cost per lead (CPL), lead quality, and conversion rates.
• Write high-converting Google Ads copy aligned with local and service-based search intent.
• Write and edit landing page copy focused on lead generation and user intent.
• Provide strategic input on landing page design, including UX, layout, CTAs, form flow, and messaging hierarchy.
• Apply conversion rate optimization (CRO) principles to improve funnel performance.
• Track and analyze campaign performance, identifying insights and opportunities for improvement.
• Prepare clear, actionable performance reports for clients.
• Participate in client meetings and strategy calls to review results, explain insights, and recommend next steps.
• Communicate proactively with clients, providing transparency and strategic guidance.

Marketing Manager – Paid Advertising

Marketing Operations

• Own the setup and maintenance of ClickUp
• Conduct audits of current manual tasks
• Create and maintain a library of Standard Operating Procedures (SOPs)
• Manage and execute complex workflows within GoHighLevel
• Build functional marketing funnels and manage CRM data integrity
• Oversee ongoing initiatives such as website builds and lead generation campaigns
• Implement and monitor lead generation techniques and integrations

Marketing Operations Specialist

Client Services Representative

• Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers
• Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance
• Assist with policy endorsements, renewals, cancellations, and general servicing requests
• Support agents with documentation, follow-ups, and policy-related inquiries
• Maintain and update client records in CRM systems, ensuring data accuracy and completeness
• Track policy statuses, renewals, and follow-up activities to ensure timely servicing
• Communicate with insurance carriers for quotes, policy updates, and clarifications
• Navigate carrier portals to retrieve documents and submit required information
• Act as a point of contact for routine client communications via email and internal systems
• Ensure timely, professional, and clear communication aligned with client and compliance standards
• Organize insurance documents, proposals, and policy files
• Support internal teams with reporting, data entry, and workflow management

Insurance Associate – Client Services

Consultant

• Execute a high volume of daily outbound calls (80–100 calls per day) to prospective international students
• Manage a roster of students, moving them efficiently through the admissions funnel via email, SMS, WhatsApp, and phone
• Proactively follow up with students to ensure applications are completed, documents are submitted, and offers are accepted
• Simplify the complex university application process for students
• Track daily activity and conversion metrics to ensure weekly and monthly placement goals are met

Virtual Education Consultant – Admissions, Placement

Attorney

• Answer calls and schedule meetings with attorney
• Draft and prepare legal documents related to Estate Planning, Probate, and Guardianship.
• Conduct legal research and gather relevant information.
• Assist attorney with case preparation and management.
• Maintain and organize client files and records.
• Communicate with clients and other parties as needed.
• Schedule meetings with clients, communicate with clients to keep matters moving toward conclusion
• Draft pleadings and estate documents to attorney specifications.
• Keep, manage, and share timelines of all matters using firm’s CRM.
• Present all drafts to the attorney for review.
• All payments, billing, and e-filing will be managed by the attorney.

Legal Associate

• Perform general administrative tasks such as managing calendars and scheduling appointments.
• Act as a liaison between clients and internal teams, handling email correspondence, and ensuring timely and accurate communication.
• Assist in coordinating virtual meetings, including scheduling, sending invitations, and preparing necessary materials.
• Prioritize tasks and manage time effectively to meet client deadlines and expectations.
• Conduct research on diverse topics as assigned, providing relevant information to decision making.
• Build and maintain positive relationships with clients, understanding their needs and ensuring a high level of client satisfaction.
• Analyze customer complaints, identify underlying issues, and recommend effective solutions to enhance customer satisfaction.
• Prepare and offer price quotes to clients’ customers, ensuring accuracy and alignment with product and service offerings.