ScaleSource

Business Development Rep

• Manage inbound inquiries, schedule estimates, follow up on bids, maintain CRM accuracy, support lead nurturing efforts, and assist with structured outreach.**• 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.

Business Development Associate

Customer Support

• Handle **inbound customer inquiries, provide service information, generate quotes, and schedule cleaning appointments**.
• Answer inbound customer calls and inquiries in a friendly and professional manner.
• Convert inquiries into scheduled service appointments whenever possible.
• Provide accurate service quotes based on customer needs.
• Recommend additional services when appropriate.
• Schedule service appointments and update the company calendar.
• Address customer questions, concerns, or service requests.
• Conduct follow-up calls or messages after services are completed.

Customer Service Representative

Executive Assistant

• Coordinate logistics, manage calendars, book travel arrangements, and confirm client session details. Prepare digital materials, session templates, agendas, and follow-up deliverables for client meetings.
• Maintain and update CRM systems with leads, clients, and session information. Track progress across the sales pipeline and ensure accurate data management.
• Support outbound business development through LinkedIn outreach, email communication, and cold calling.
• Manage executive inbox communication and prioritize tasks to ensure timely responses.
• Assist with marketing coordination, including scheduling social media content and repurposing materials.
• Collaborate with design or content contributors to organize branded deliverables. Leverage AI tools to streamline documentation, communication workflows, and operational processes. Operate effectively in a fast-paced environment while managing multiple priorities and deadlines.

Senior Executive Assistant – Coach & Consultant Support

Controller

• Reconcile accounts weekly across all entities in QuickBooks Online
• Maintain audit-ready financial records
• Investigate and resolve discrepancies proactively
• Ensure accurate vendor bill entry and categorization
• Manage payment schedules and AP balances
• Coordinate payments with internal stakeholders
• Generate and issue invoices as required
• Track collections and aging reports
• Provide weekly AR updates with recommended actions
• Prepare and file required sales tax submissions
• Maintain exemption and compliance documentation
• Keep records audit-ready
• Produce bi-weekly cash flow forecasts per entity
• Identify risks, surpluses, and timing challenges
• Support leadership decisions regarding cash usage
• Prepare monthly variance analysis per business
• Identify margin issues or overspending trends
• Recommend cost control or reinvestment strategies
• Manage franchise taxes and business registrations
• Maintain licenses and renewals
• Support compliance in regulated industries
• Prepare financial scorecards per entity
• Support weekly leadership meetings
• Provide financial clarity for leadership decisions
• Coordinate monthly review meetings with CPA partners
• Prepare documentation for tax filings
• Ensure year-end readiness through proactive organization
• Support expansion and growth analysis
• Assist in investment and feasibility modeling

Financial Controller, Senior Bookkeeper - Multi-Company Portfolio

Financial Controller – Senior Bookkeeper, Multi-Company Portfolio

• Coordinate logistics, manage calendars, book travel arrangements, and confirm client session details. Prepare digital materials, session templates, agendas, and follow-up deliverables for client meetings.
• Maintain and update CRM systems with leads, clients, and session information.
• Track progress across the sales pipeline and ensure accurate data management.
• Support outbound business development through LinkedIn outreach, email communication, and cold calling.
• Manage executive inbox communication and prioritize tasks to ensure timely responses.
• Assist with marketing coordination, including scheduling social media content and repurposing materials.
• Collaborate with design or content contributors to organize branded deliverables.
• Leverage AI tools to streamline documentation, communication workflows, and operational processes. Operate effectively in a fast-paced environment while managing multiple priorities and deadlines.

• Manage inbound inquiries, schedule estimates, follow up on bids, maintain CRM accuracy, support lead nurturing efforts, and assist with structured outreach• 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

• Respond promptly to inbound calls and web inquiries** • Qualify potential clients and clearly explain services** • Convert inquiries into scheduled estimates or appointments** • Handle objections confidently and professionally** • Maintain strong inquiry-to-booking conversion rates** • Perform outbound calls to new leads and unsold estimates** • Re-engage past clients for seasonal treatments** • Follow structured scripts and sales workflows** • Maintain strong speed-to-lead standards** • Ensure no opportunity goes untouched** • Promote recurring service programs** • Track renewal opportunities** • Fill schedule gaps proactively** • Support retention and upsell initiatives** • Protect recurring revenue streams** • Maintain organized client records** • Update lead statuses consistently** • Track pipeline movement and sales activity** • Ensure reporting visibility and accurate data** • Address customer concerns professionally** • Coordinate service follow-ups** • Maintain a 5-star customer experience standard** • Protect brand reputation

Sales and Customer Service Representative

Operations

• Manage and coordinate daily front-office operations remotely.
• Handle inbound calls, book jobs, coordinate technicians, manage permitting workflows, oversee invoicing accuracy, and maintain CRM systems.
• Answer inbound customer calls professionally and promptly
• Qualify service requests and book jobs accurately
• Input all job details into CRM systems
• Ensure all customer data is complete and organized
• Coordinate technician calendars and route efficiency
• Confirm appointments with customers
• Adjust schedules based on cancellations or urgent calls
• Communicate updates clearly with field technicians
• Submit and track digital permits where required
• Ensure documentation is complete and compliant
• Maintain organized digital records
• Follow up with municipalities or portals as needed
• Prepare and issue invoices
• Track payments and follow up on outstanding balances
• Assist with basic reconciliation and reporting
• Ensure accuracy in job costing documentation
• Conduct post-service satisfaction follow-ups
• Request reviews and referrals
• Document feedback in CRM
• Resolve minor service issues before escalation

Office Assistant / Operations Coordinator

• Identify and target new referral partners weekly
• Generate 20+ new referral relationships per week
• Map and manage territory coverage strategically
• Conduct structured in-person and phone outreach
• Maintain ongoing communication with referral partners
• Educate partners on services and response capabilities
• Activate dormant accounts
• Track relationship stage and engagement level
• Execute targeted marketing campaigns
• Distribute branded materials and collateral
• Support digital and local marketing initiatives
• Strengthen brand visibility in the restoration ecosystem
• Attend trade shows and networking events
• Represent the brand professionally
• Capture new leads and partnerships
• Follow up consistently after events
• Maintain accurate CRM documentation
• Track outreach metrics and referral activity
• Report weekly KPIs
• Monitor pipeline health and revenue contribution

Administrative Assistant

• Answer inbound calls professionally and promptly**
• Use approved greetings and scripts**
• Schedule service calls and inspections**
• Confirm appointments and communicate updates**
• Maintain high customer experience standards**
• Compile and manage daily call runs**
• Support dispatch coordination and routing**
• Fill schedule gaps when cancellations occur**
• Notify customers proactively of changes**
• Ensure technician utilization remains high**
• Track daily sales averages**
• Monitor closing ratios**
• Maintain accurate CRM records**
• Update operational dashboards**
• Support reporting visibility**
• Track service agreement renewals**
• Schedule maintenance appointments**
• Follow up with membership clients**
• Protect recurring revenue streams**
• Assist with invoicing coordination**
• Support payment tracking**
• Maintain organized digital records**
• Assist with reporting and operational tasks

• Conduct outbound outreach via phone, email, and LinkedIn**
• Make 50+ cold calls per day**
• Build and maintain a consistent lead-sourcing strategy**
• Identify decision-makers within target companies**
• Qualify prospects on hiring need, timing, budget, and authority**
• Schedule and run sales demonstration meetings**
• Communicate value clearly and consultatively**
• Handle objections and advance deals toward closing**
• Manage pipeline from first contact to signed contract**
• Follow up consistently with qualified prospects**
• Close at least one new contract per month**
• Maintain accurate CRM tracking (Zoho, HubSpot, etc.)

New Business Development Representative

Project Manager

• Plan and manage marketing projects from initiation to completion
• Coordinate internal teams and external stakeholders
• Ensure projects are delivered on time and within scope
• Track timelines, milestones, and deliverables
• Maintain organized workflows and documentation
• Oversee marketing operations processes, including email marketing campaigns
• Use project management tools to monitor progress and improve efficiency

Office Assistant – Business Development Coordinator

Business Development Associate

Customer Service Representative

Senior Executive Assistant – Coach & Consultant Support

Financial Controller, Senior Bookkeeper - Multi-Company Portfolio

Financial Controller – Senior Bookkeeper, Multi-Company Portfolio

Senior Executive Assistant – Coach & Consultant Support

Senior Executive Assistant – Coach & Consultant Support

Office Assistant / Business Development Coordinator

Sales and Customer Service Representative

Office Assistant / Operations Coordinator

Business Development Associate

Administrative Assistant

New Business Development Representative

Marketing Project Manager