ScaleSource

Sales

• Run the outbound engine: daily call blocks, compliant texting, targeted email, and LinkedIn messaging; optimize sequences, talk tracks, lists, show‑rates
• Hit production targets: enforce 2 QLMs/week/BDR, ≥50% close, 4 closed/BDR/month, team ramp 8→16→25
• Win vendor approvals: build/advance a pipeline to become Approved Vendor with 2 new brands/month, navigating portals, MSAs/NDAs, insurance/compliance
• Recruit & ramp: scale from 6→10 BDRs by end of Q1; reduce time‑to‑productivity (≤45 days) with tight enablement
• Own process: codify discovery, proposals, pricing/margins, objections, and handoffs to Delivery/Recruiting
• Partner across Scalesource: sell what we can staff; protect gross margin and fill‑rate SLAs
• Travel & events: plan/attend U.S. trade shows with integrators; run pre‑show booking, at‑show meetings, and post‑show follow‑up
• Report & forecast: stage hygiene, pipeline coverage, and accurate weekly forecasts

Head of Sales – Global

Business Development Rep

• Execute outbound campaigns (calls, emails, texts, LinkedIn) to a targeted list of franchisor prospects.
• Conduct discovery calls to assess fit and qualify client interest.
• Maintain accurate records of outreach and pipeline activity in the CRM.
• Collaborate with leadership to optimize outreach messaging and strategy.
• Consistently meet or exceed monthly lead generation goals.

Business Development Representative

Payroll

• Process weekly caregiver payroll by verifying hours, timesheets, shift notes, and attendance.
• Prepare client invoices, resolve billing discrepancies, and ensure accurate billing cycles.
• Maintain financial records, including pay rates, client agreements, and service authorizations.
• Communicate with caregivers to clarify payroll questions, missing hours, or shift corrections.
• Follow up with clients or responsible parties regarding outstanding payments or billing inquiries.
• Work closely with the care coordination team to verify service logs, schedule accuracy, and authorization compliance.
• Ensure billing and payroll tasks comply with state regulations and company policies.
• Assist with month-end reporting, audit preparation, and financial documentation requests.
• Update the CRM and billing systems with accurate and timely financial data.

Payroll & Billing Assistant

Payroll & Billing Assistant – LATAM

Payroll & Billing Assistant – Mx & Central Am

Billing Specialist

• Prepare and submit medical billing claims for home care services, ensuring accuracy and compliance.
• Review caregiver service logs, authorization forms, and care notes before billing.
• Process private pay invoices, long-term care insurance claims, and Medicaid/Medicare (where applicable).
• Resolve claim denials, missing documentation, and reimbursement discrepancies.
• Maintain updated billing records, payment reports, and account histories in the billing system/CRM/Quickbooks.
• Communicate with insurance companies, responsible parties, and clients regarding billing questions or outstanding balances.
• Ensure all documentation meets regulatory requirements and agency standards.
• Support the finance team with month-end billing reports, audits, and financial tracking.
• Collaborate with schedulers and service coordinators to verify service hours and authorization limits.

Medical Billing Coordinator

Recruitment

• Source and attract qualified caregivers, CNAs, HHAs, and healthcare support professionals using Indeed, LinkedIn, Facebook Groups, referrals, and healthcare job boards.
• Conduct interviews, screenings, and background checks, ensuring candidates meet state, compliance, and quality-of-care standards.
• Maintain and grow a pipeline of active and passive healthcare candidates for ongoing staffing needs.
• Coordinate hiring workflows including onboarding, credential verification, reference checks, and documentation compliance.
• Collaborate with the care team to understand staffing priorities, shifts, and client needs.
• Provide consistent follow-up with candidates to ensure engagement, reduce no-shows, and improve retention.
• Support client communication by ensuring timely updates on staffing progress, caregiver placements, and any issues.
• Track key recruiting metrics (applications, interviews, hires, caregiver show-up rate, retention) to optimize performance.

Healthcare Recruiter – LATAM

Healthcare Recruiter – MX & Central Am

• Prepare detailed cost estimates for projects, including materials, labor, and timelines.
• Communicate with customers to understand project needs and clarify scope.
• Work closely with the sales and operations teams to validate assumptions and finalize proposals.
• Present estimates to customers in a professional and transparent manner.
• Maintain accurate pricing data, templates, and documentation.
• Track and follow up on open estimates to maximize conversion rates.
• Analyze trends in pricing, materials, and labor to optimize margins.
• Identify opportunities for process improvement in estimating workflows and tools.

Sales Estimator – South America

Bookkeeper

• Respond promptly and professionally to customer inquiries via phone, email, and text.
• Address questions, concerns, and requests with accuracy and courtesy.
• Provide detailed information about products, services, and pricing.
• Assist customers in scheduling appointments and consultations.
• Follow a structured script to pre-qualify potential clients.
• Assess if customers meet the service criteria.
• Collect relevant client details to support the sales process.
• Efficiently schedule appointments based on availability and logistics.
• Use calendar software to maintain an organized system.
• Communicate appointment details clearly with customers and staff.
• Assist the sales team with administrative functions.
• Follow up with sales staff to ensure timely completion of appointments and action items.
• Use QuickBooks Online for billing, invoicing, payment processing, and data entry.
• Support Accounts Receivable (AR) and Accounts Payable (AP) processes.
• Run inventory processes.
• Create and manage sales orders.
• Create and manage contracts.
• Maintain accurate financial and product records.
• Ensure timely and accurate data entry and reconciliation.
• Track assigned tasks and follow through to completion.
• Provide reminders and support to ensure accountability within the team.
• Compile closed client lists for follow-up.
• Reach out to clients to request feedback and online reviews.
• Guide clients through the review process and follow up as needed.

Bookkeeping Assistant

Customer Support

• Answer incoming phone calls professionally and route as needed.
• Make outbound calls to follow up on estimates, confirm appointments, or provide updates.
• Send appointment reminders and updates to clients via text, email, or phone.
• Manage and update the sales team's Google Calendar.
• Schedule appointments with clients through calls, texts, and emails.
• Ensure no overlaps or conflicts in daily schedules.
• Process customer contracts accurately and ensure all required information is captured.
• Submit and track permits with various city or county municipalities.
• Submit and monitor utility locate tickets (e.g., 811 tickets).
• Follow up with sales reps on outstanding estimates and customer responses.
• Perform general administrative tasks such as data entry, digital file organization, and internal communication support.
• Maintain organized digital records of contracts, permits, utility tickets, and communication logs.
• Assist with improving administrative processes for better efficiency.
• Provide responsive, professional support to the team and customers.

Customer Service Assistant

• Answer incoming phone calls professionally and route as needed.
• Make outbound calls to follow up on estimates, confirm appointments, or provide updates.
• Send appointment reminders and updates to clients via text, email, or phone.
• Manage and update the sales team's Google Calendar.
• Schedule appointments with clients through calls, texts, and emails.
• Process customer contracts accurately and ensure all required information is captured.
• Follow up with sales reps on outstanding estimates and customer responses.
• Perform general administrative tasks such as data entry, digital file organization, and internal communication support.
• Maintain organized digital records of contracts, permits, utility tickets, and communication logs.

Executive Assistant

• Answer inbound calls and respond to customer inquiries.
• Schedule and confirm in-home consultations and installation appointments.
• Maintain ongoing communication with customers throughout the order and delivery process.
• Follow up with customers after installation to ensure satisfaction and request Google Reviews.
• Track orders with suppliers and confirm delivery dates.
• Communicate updates with the installation team and customers.
• Keep accurate records in CRM and scheduling systems.
• Manage and create content for Facebook and Instagram.
• Post regularly, engage with followers, and respond to comments/messages.
• Support email campaigns by adding new contacts and managing lists.
• Conduct outbound calls to Realtors, contractors, designers, and new homeowners.
• Research and generate targeted call lists for outreach.
• Build and maintain a pipeline of leads for sales opportunities.

Head of Sales – Global

Business Development Representative

Payroll & Billing Assistant

Payroll & Billing Assistant – LATAM

Payroll & Billing Assistant – Mx & Central Am

Medical Billing Coordinator

Medical Billing Coordinator

Healthcare Recruiter – LATAM

Healthcare Recruiter – MX & Central Am

Sales Estimator – South America

Bookkeeping Assistant

Customer Service Assistant

Customer Service Assistant

Customer Service Assistant

Bookkeeping Assistant

Bookkeeping Assistant

Bookkeeping Assistant

Bookkeeping Assistant

Customer Service Assistant

Customer Service Assistant

Virtual Assistant