ScaleSource

Customer Support

• Customer Success Coordinator managing customer relationships in a remote setup
• Follow up proactively on customer inquiries and issues with clear communication
• Organize and track daily activities related to customer support and engagement
• Collaborate with internal teams to ensure high standards of customer satisfaction

Customer Success Coordinator – Customer Service

Business Development Rep

• Identify and engage target companies
• Run outbound qualification
• Perform sales demos and close deals
• Open doors with decision-makers, uncover hiring intent, and convert qualified prospects into existing clients
• Build and manage outreach across email, phone, and LinkedIn
• Qualify needs, timing, decision process, and budget fit
• Set & run sales demonstration meetings
• Keep CRM data accurate and actionable
• Prospect across multiple channels, with a strong focus on cold calling (50+ calls/day)
• Build and run lead-sourcing strategy: broaden the prospect base, and keep activity consistent
• Own your pipeline end-to-end: prospecting, closing and account management
• Manage your time independently across prospecting, sales demonstrations and closing
• Use consultative, solution-based selling to uncover needs and clearly communicate value

Bilingual Business Development Representative – LATAM/CARIBBEAN

• Identify and engage target companies
• Run outbound qualification
• Perform sales demos and close deals
• Open doors with decision-makers
• Uncover hiring intent and convert qualified prospects into clients
• Build and manage outreach across email, phone, and LinkedIn
• Qualify needs, timing, decision process, and budget fit
• Set & run sales demonstration meetings
• Keep CRM data accurate and actionable
• Prospect across multiple channels, focus on cold calling (50+ calls/day)
• Build and run a lead-sourcing strategy
• Own your pipeline end-to-end: prospecting, closing, and account management
• Manage your time independently across prospecting, sales demonstrations, and closing
• Use consultative, solution-based selling to uncover needs and clearly communicate value

Bilingual Business Development Representative

• Customer Success Coordinator overseeing customer relationships and experience
• Managing ticketing system and proactively resolving issues
• Tracking daily activities and reporting on customer interactions
• Collaborating across teams to ensure customer satisfaction

Customer Success Coordinator

Executive Assistant

• Manage personal and business calendar with strong prioritization and protection of focus time
• Coordinate meetings across time zones, confirm details, prep agendas/briefs, and ensure follow-ups happen
• Review incoming emails daily and keep inboxes organized (labels, rules, triage)
• Draft replies in the executive’s voice, escalate urgent items, and close loops
• Handle inbound calls and messaging (screen, route, respond, and document next steps)
• Manage personal social media profiles and inbound messages (DMs/comments)
• Track conversations and ensure follow-ups are not missed
• Execute the “culture calendar” for the family and team members (birthdays, anniversaries, holidays, gifts, key moments)
• Help manage the team’s tech stack (accounts, permissions, subscriptions, renewals)
• Plan and book travel, build clean itineraries, handle changes quickly
• Support Spouse with various tasks as needed (coordination, research, scheduling, vendor calls, follow-ups)

Senior Executive, Personal Assistant to Founder

Growth Marketing

• Define ICP and target accounts
• Build prospect database using AI + tools
• Create offer, positioning, and pricing recommendations
• Build landing pages, funnels, and scheduling flows
• Create outreach sequences (email, LinkedIn, etc.)
• Launch and manage outbound + inbound lead flow
• Respond to leads and qualify opportunities
• Book meetings with leadership/recruiting team
• Track and report all KPIs weekly
• Continuously improve conversion rates
• Turn your vertical into a repeatable revenue engine

Growth & Sales Builder – Pipeline, Revenue Focus

Content Marketing Manager

• Build a content + growth engine that gets us to 1M+ followers this year
• Create AND execute content strategies
• Own follower growth across all platforms
• Manage engagement (comments, shares, DMs)
• Produce high volumes of content (100+ pieces/week)
• Optimize profiles and community engagement daily
• Use AI tools for efficiency

Brand Growth Operator, Content, AI, Social, Paid

Client Services Representative

• Answer incoming calls with professionalism, empathy, and clarity
• Support pet owners with questions and appointment coordination
• Schedule, reschedule, and confirm appointments
• Ensure efficient calendar utilization based on clinic needs
• Follow up on missed calls, voicemails, cancellations, and no-shows
• Route messages to the appropriate clinic staff
• Maintain accurate client and patient records
• Support inbox management, reminders, and daily admin workflows
• Deliver a calm and supportive tone aligned with veterinary care standards
• Handle high call volumes while maintaining quality service

Veterinary Office Assistant – Receptionist, Client Service

• Act as the first point of contact for pet owners—handling calls, scheduling appointments, managing follow-ups, and ensuring a smooth client experience.
• Answer incoming calls with professionalism, empathy, and clarity
• Support pet owners with questions and appointment coordination
• Schedule, reschedule, and confirm appointments
• Ensure efficient calendar utilization based on clinic needs
• Follow up on missed calls, voicemails, cancellations, and no-shows
• Route messages to the appropriate clinic staff
• Maintain accurate client and patient records
• Support inbox management, reminders, and daily admin workflows
• Deliver a calm and supportive tone aligned with veterinary care standards
• Handle high call volumes while maintaining quality service

• Answer incoming calls with professionalism, empathy, and clarity
• Support pet owners with questions and appointment coordination
• Schedule, reschedule, and confirm appointments
• Ensure efficient calendar utilization based on clinic needs
• Follow up on missed calls, voicemails, cancellations, and no-shows
• Maintain accurate client and patient records
• Deliver a calm and supportive tone aligned with veterinary care standards

Veterinary Office Assistant, Receptionist – Client Service

• Build New Referral Relationships
• Stay in touch with partners through calls, emails, and virtual meetings.
• Help increase brand visibility through outreach, digital networking, and marketing campaigns.
• Join virtual events, online networking groups, and industry communities when possible.
• Use the company CRM system to track outreach, meetings, and relationships.

Business Development Associate

• Answer inbound calls and online inquiries**• Qualify leads and gather required project information**• Schedule on-site estimates efficiently**• Confirm appointments and send reminders**• Maintain professional first-point-of-contact communication**• Track estimate status (scheduled, completed, proposal sent, closed, lost)**• Conduct disciplined follow-ups on open bids**• Communicate with customers to move deals forward**• Escalate hot opportunities to the owner**• Help maintain consistent conversion momentum**• Maintain accurate CRM updates**• Track lead source, status, and next steps**• Monitor response time and follow-up cadence**• Prepare weekly pipeline summaries**• Ensure clean, organized data management**• Follow up with warm or inactive leads**• Support light outbound outreach efforts**• Assist with review requests and referral generation**• Help reactivate past customers**• Support local marketing campaign follow-ups**• Assist with documentation and reporting**• Coordinate internal communication between office and field**• Support invoicing and basic financial tracking**• Maintain organized digital files**• Assist with customer service issue resolution

Office Assistant / Business Development Coordinator

• Build New Referral Relationships
• Reach out to professionals such as insurance agents, property managers, plumbers, and contractors.
• Introduce them to our services and build long-term partnerships.
• Aim to connect with 20+ new potential referral partners each week.
• Manage and Grow Relationships
• Stay in touch with partners through calls, emails, and virtual meetings.
• Build trust and maintain strong professional relationships.
• Support Marketing and Brand Awareness
• Help increase brand visibility through outreach, digital networking, and marketing campaigns.
• Share company materials and information with referral partners.
• Participate in Industry Networking
• Join virtual events, online networking groups, and industry communities when possible.
• Look for opportunities to expand our network.
• Track Outreach and Activity
• Use the company CRM system to track outreach, meetings, and relationships.
• Provide simple weekly updates on outreach activity and new contacts.

• Manage inbound inquiries, schedule estimates, follow up on bids
• Maintain CRM accuracy, support lead nurturing efforts
• Assist with structured outreach
• Track estimate status and conduct disciplined follow-ups
• Communicate with customers to move deals forward
• Maintain accurate CRM updates and prepare weekly pipeline summaries
• Follow up with warm or inactive leads
• Assist with documentation and reporting

Customer Success Coordinator – Customer Service

Bilingual Business Development Representative – LATAM/CARIBBEAN

Bilingual Business Development Representative

Customer Success Coordinator

Senior Executive, Personal Assistant to Founder

Growth & Sales Builder – Pipeline, Revenue Focus

Brand Growth Operator, Content, AI, Social, Paid

Veterinary Office Assistant – Receptionist, Client Service

Veterinary Office Assistant – Receptionist, Client Service

Veterinary Office Assistant – Receptionist, Client Service

Veterinary Office Assistant, Receptionist – Client Service

Business Development Associate

Office Assistant / Business Development Coordinator

Business Development Associate

Office Assistant – Business Development Coordinator, Asia