SMB Team

Inside Sales

• Responsible for the entire SMB Team recruiting cycle from launching a role to sending a candidate a verbal offer to join our team.
• Responsible for hiring up to 5-10 internal roles at once.
• Work with Executive Leaders and Hiring Managers to discuss the open roles and launch them to our site.
• Review candidate applications and set initial screen interviews based on qualifications of resumes.
• Use LinkedIn Recruiter to find and reach out to top talent that are qualified for each role.
• Run the initial 30 minute Zoom interview to qualify a candidate for the next round of interviews.
• Create thorough and accurate evaluations of each candidate after an interview is complete.
• Set up candidates with a very fast turn around time for the following rounds of interviews while providing an excellent candidate experience.
• Provide constant communication to candidates with each step needed throughout our interview process.
• Send updates to our Executive Leaders and Hiring Managers throughout our hiring process with our candidate pipeline and maintain constant communication as you receive feedback.
• Send verbal offers to selected candidates.
• Provide feedback to candidates.

Internal Sales Recruiter

Chief Marketing Officer

• Lead and manage a mixed team of in-house employees, virtual assistants, and freelancers across all creative disciplines
• Set the creative vision and maintain brand consistency across all output, such as ads, web/landing pages, photography, and video- with a strong understanding of conversion principles and user experience
• Review, critique, and approve creative work before it goes live or is delivered to stakeholders
• Foster a collaborative, high-output creative culture with clear standards and expectations
• Translate insights and data into breakthrough creative and campaigns
• Direct and produce ad creative across digital channels
• Own and evolve the brand identity, ensuring visual and tonal consistency across every touchpoint
• Hands-on ability to execute in design tools (Adobe Creative Suite, Figma, etc.) when needed
• Oversee and actively participate in the taping, directing, and editing of long-form and short-form video content for social media, websites, paid ads, and sales materials
• Write and refine video scripts that are on-brand, engaging, and optimized for their intended platform
• Manage the full video production pipeline from concept through final delivery
• Plan and execute photo shoots — including product, lifestyle, and campaign photography
• Direct talent, manage shot lists, and oversee post-production editing and retouching
• Build and maintain a library of on-brand photo assets
• Write compelling ad copy and scripts that convert across paid and organic channels
• Collaborate with marketing on messaging strategy and ensure copy aligns with campaign goals
• With the assistance of a project manager, own the creative calendar - planning, scheduling, and prioritizing all projects across the team
• Evaluate and contribute to project briefs, creating effective pre-production assets as needed to ensure production is on point
• Assign and delegate tasks effectively across in-house staff, VAs, and freelancers
• Set clear deadlines, manage workloads, and proactively flag capacity or timeline issues
• Maintain and improve systems and tools for project tracking, asset management, and team communication
• Develop and document repeatable workflows and SOPs for content creation, review, and delivery
• Manage team members and VAs, as well as freelancers, vendors, and agencies as needed.
• Hold yourself and your team members accountable to creative performance benchmarks and goals
• Balance multiple projects simultaneously without sacrificing quality or missing deadlines
• Leverage AI tools to accelerate output, while maintaining a high-quality output
• Communicate clearly and professionally with leadership, internal teams, and external partners
• Manage costs, balancing need for speed and agility with the bottom line

Creative Marketing Director

Accountant

• Execute complex, multi-month historical trust account cleanups and reconciliations.
• Serve as the direct, primary point of contact for law firm partners.
• Manage daily synchronization and mapping between core cloud accounting ecosystems (QuickBooks Online, Xero) and legal practice management/billing software.
• Track billable attorney hours, process monthly client invoices, handle collections, and navigate strict corporate or insurance e-billing portals.
• Run daily data entry, accounts payable, credit card tracking, bank-to-book cash matching, payroll processing tracking, and annual compliance filings for assigned firms.
• Generate, self-verify, and present accurate monthly Profit & Loss statements, Balance Sheets, and Cash Flow metrics to firm partners.
• Direct partner-facing management of 10–15 law firms.

Fractional Law Firm Accountant – Full Time

Chief Technology Officer

• Conduct Phase 1 AI Readiness Assessments for small law firms (technology audit, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery)
• Deliver AI coaching sessions (2 per Phase 1 engagement) and serve as on-call AI advisor for Phase 2 retainer clients
• Maintain ongoing Phase 2 retainer relationships: monthly check-ins, dashboard maintenance, AI tool adoption oversight, and light IT/security tasks
• Manage client pipeline in coordination with SMB Team sales; contribute to pre-sales scoping calls and proposal support
• Stay current on legal AI tooling (Harvey, Clio Duo, Copilot for M365, Casetext, etc.) and update SMB Team’s recommended stack as the landscape evolves
• Document all client-facing work in SMB Team’s systems; contribute reusable templates and playbooks to the practice library
• Flag blockers, scope changes, or delivery risks to the CTO in a timely manner

Fractional CTO

Controller

• Serve as the primary financial point of contact for a portfolio of 10–20 law firm clients — owning the relationship, the monthly cadence, and the quality of every deliverable.
• Deliver all financial reporting, cash flow forecasts, budgets, and variance analyses on a consistent monthly basis.
• Evaluate the monthly close reviews for each client — validating balance sheet integrity, reviewing P&L trending, monitoring AR aging, and flagging financial risks before they become problems.
• Apply the Law Firm Growth Accelerator Model consistently across all client engagements — using its framework to assess performance, advise on staffing decisions, and guide partners toward sustainable growth.
• Context-switch efficiently across a diverse client portfolio — moving between personal injury, family law, estate, flat-fee, and hourly billing firms with precision and professionalism.
• Collaborate with the bookkeeping team on shared clients — ensuring clean, timely books are delivered as a foundation for CFO-level analysis each month.

Fractional Controller – CFO

Digital Marketing

• Manage an assigned portfolio of VIP accounts by overseeing the client services to ensure they are performing well, on-time, and implemented to the clients’ needs.
• Work with the clients and their staff to make strategy decisions and pivots.
• Work with our internal services teams to strategize for the clients’ needs.
• Identify areas where the clients’ services are lacking and offer proposed solutions to fill those gaps.
• Coordinate and execute monthly reporting calls with the client.
• Over-communicate with clients in an effective and clear manner regarding the work being performed and results achieved.

Senior Digital Marketing Account Manager – Client Facing

• Manage an assigned portfolio of accounts by overseeing the client services.
• Work with the clients to make strategy decisions and pivots.
• Work with internal services teams to strategize for the clients’ needs.
• Identify areas where the clients’ services are lacking and offer proposed solutions.
• Coordinate and execute monthly reporting calls with the client.
• Over-communicate with clients regarding the work being performed and results achieved.

Digital Marketing Account Manager – Client Facing

Social Media Manager

• Oversee the end-to-end production workflow for all video projects (from concept and scripting to editing and final delivery).
• Define project milestones, set deadlines, and hold creative teams accountable to ensure projects are delivered on time.
• Coordinate with videographers, editors, and scriptwriters to balance workloads and optimize team capacity.
• Act as the final line of defense for content quality. Review and approve social posts for copy accuracy, proper tagging, formatting, video rendering, and brand alignment before they go live.
• Ensure the team meets scheduled posting cadences without gaps.
• Regularly pull and synthesize analytics from YouTube Studio (tracking metrics like Watch Time, Retention Rate, Click-Through Rate/CTR, and Audience Demographics).
• Prepare and lead monthly or quarterly client calls to present comprehensive social media analytics, video performance reports, and overall project health.
• Translate data insights into actionable recommendations to optimize future video and content strategies based on client feedback and goals.
• Serve as a trusted, professional point of contact for clients regarding their video and organic social media deliverables.

Social Media, Video Project Coordinator

Full-stack Engineer

• Build & Maintain AI Workforce Pro
• Develop new features, fix bugs, and maintain stability of the AI Workforce Pro platform
• Integrate updates from the upstream open-source fork safely without breaking existing functionality
• Collaborate with the Technology team to evaluate new UI/UX approaches as the AI landscape evolves
• Complete cleanup and stabilization of the AI XDR product in preparation for launch
• Ensure code quality, documentation, and deployment pipelines meet launch standards
• Build and maintain internal tools and automations that support SMB Team operations
• Collaborate with other teams to scope, design, and ship technology solutions for internal needs and external client-facing products
• Write clean, well-documented, maintainable code and participate in peer code reviews
• Contribute to engineering documentation, technical runbooks, and shared development standards
• Proactively identify and flag technical debt, scope risks, and blockers
• Development & maintenance of CI/CD pipeline including buildout of preproduction environments
• Work closely with the Director of Technology Operations on sprint planning and project prioritization
• Surface technical constraints early in the product development process to inform product decisions
• Enable leadership to focus on product management and product owner responsibilities by executing reliably and autonomously on engineering tasks

Full Stack Developer

Project Manager

• Monitor and triage incoming post-launch support tickets; categorize, prioritize, and route to appropriate team members within SLA windows
• Verify Marketing Specialists have gathered all necessary client information before assigning tickets to developers; set and communicate timelines and next steps
• Follow up with developers and Marketing Specialists to confirm task completion and client satisfaction
• Support minor QA checks on deliverables before client-facing milestones; assist with offboarding procedures and documentation
• Maintain accurate records across project management and client portal platforms
• Provide backup support for onboarding and website teams; participate in team meetings and contribute to SOP feedback and process improvement initiatives

Post-Launch Project Coordinator

Director

• Oversee end-to-end delivery of all Fractional COO & Coaching engagements, ensuring methodology consistency and client satisfaction across the portfolio.
• Directly manage, coach, and develop team leads and individual team members when needed; conduct regular 1:1s, performance reviews, and capacity planning.
• Work with the COO of SMB Team to build, refine, and enforce standardized financial frameworks including P&L management, cash flow forecasting, and balance sheet review for client engagements.
• Handle client escalations related to the departments led, while working with other departments when needed.
• Collaborate with the COO and senior leadership on fractional service product development, pricing, and operational scalability.
• Maintain business operating rhythms and systems within the fractionals team including KPI’s and quarterly boulder planning.
• Manage & optimize the department budgets including capacity planning of the delivery teams.
• Work with tech teams to build systems and processes including automations and AI assisted workflows

Director of Coaching, Fractional FCOOs

Implementation Specialist

• Configure and deploy AI tools as specified in Phase 1 engagement plans (e.g., Copilot for M365, Harvey, Clio Duo, Casetext, document automation tools).
• Build, test, and document automations and AI-assisted workflows using platforms such as Make, Zapier, Power Automate, or equivalent.
• Conduct technical environment setup: tenant configuration, user provisioning, API connections, integration testing, and QA validation.
• Perform data mapping and light data migration tasks required to support AI tool onboarding.
• Maintain implementation logs, configuration notes, and handoff documentation for each engagement in SMB Team’s systems.
• Troubleshoot and resolve technical issues during deployment; escalate blockers to the fCTO with clear documentation.
• Contribute reusable templates, implementation checklists, and workflow SOPs to the SMB Team practice library.
• Stay current on legal AI tooling and integration capabilities; proactively surface relevant updates or new options to the fCTO.
• Support the fCTO in pre-engagement scoping by assessing technical feasibility and effort estimates for proposed implementations.