STAFFVIRTUAL

Customer Support

• Receive inbound intake calls from patients, providers, and referral sources.
• Conduct outbound (OB) calls as needed — including appointment reminders, follow‑ups, and patient outreach.
• Greet and assist patients in a professional, courteous manner via phone and in person.
• Accurately document call details, patient concerns, and next steps in the patient record system.
• Ensure notes are clear, concise, and follow organizational standards.
• Use RingCentral (phone system) to manage queues, transfers, voicemails, and call routing.
• Navigate practice management/EHR software — including Modernizing Medicine (or similar platform) — to log patient information, appointment data, messages, and call summaries.
• Collaborate with clinical and administrative staff to relay messages and follow up on patient needs.
• Provide accurate information about services, visit preparation, and office policies.
• Assist with appointment scheduling, rescheduling, and confirmations.
• Escalate clinical or urgent concerns to the appropriate team members.

Customer Service Agent – Medical, Ophthalmology

• Receive service request for customers via phone and email using multiple software platforms
• Monitor aging service calls, and provide timely updates to customer and vendors
• Accurately invoice service calls with all required data
• Work with 3rd party vendors and technicians to provide world class service to our customer base
• Handle 25+ incoming and 20+ outgoing calls per day
• Handle 40+ Service tickets per day
• Invoice 10+ aged calls a day
• Complete all assigned account/ region service call updates daily

Customer Care Agent

Customer Success Manager

• Work directly with Account Managers and customers to address their needs and concerns
• Manage sales requests and collaborate with Account Managers
• Create and process IT product and service proposals
• Update customer information in the PSA system
• Ensure deadlines are met and deliverables are on time
• Conduct discussions with customers to identify areas for improvement and understand their evolving needs

Client Success Manager

Bookkeeper

• Maintain full-cycle bookkeeping for multiple clients
• Record and reconcile bank and credit card accounts
• Process accounts payable and accounts receivable
• Prepare and post journal entries
• Maintain general ledgers and supporting schedules
• Perform monthly and year-end reconciliations
• Assist with month-end and year-end close
• Prepare financial statements (P&L, balance sheet, cash flow)
• Communicate with clients to resolve discrepancies
• Support CPAs with workpapers for tax filings and audits
• Maintain organized digital records

Attorney

• Conduct initial client intake by communicating with clients via phone and gathering relevant information needed to build and update case files.
• Maintain accurate client records and organize case information to support attorneys and legal staff.
• Serve as a point of contact for clients by providing updates, answering basic inquiries, and ensuring clear communication between clients and the legal team.

Legal & Bankruptcy Intake Specialist

IT Support

• Serve as an escalation point for Level 1 helpdesk and provide advanced troubleshooting.
• Support client infrastructure including Windows desktops, laptops, servers, and mobile devices.
• Manage issues related to Active Directory, DNS/DHCP, Exchange/Office 365, and Azure/Entra ID.
• Troubleshoot and configure network devices (firewalls, routers, switches, wireless access points).
• Provide advanced support for Microsoft 365, Teams, SharePoint, and OneDrive.
• Administer and troubleshoot remote monitoring and management (RMM) tools (e.g., ConnectWise Automate and ConnectWise Manage).
• Install, configure, and support backup solutions (e.g., Veeam).
• Support cybersecurity tools including Fortinet, Sophos, Barracuda firewalls/endpoint protection.
• Perform patch management, system updates, and preventive maintenance.
• Provide occasional client support in the Dallas/Fort Worth metroplex.
• Document all work in the PSA system (ConnectWise Manage and PassPortal).

Level 2 Helpdesk Support

Business Analyst

• Lead requirements elicitation sessions with stakeholders
• Document business and functional requirements
• Write and manage user stories in Azure DevOps
• Work closely with developers to refine requirements and solution design
• Participate in Agile ceremonies including sprint planning, backlog grooming, and retrospectives
• Ensure requirements are clearly defined and understood by development teams
• Support projects throughout the full SDLC lifecycle
• Help validate delivered solutions against requirements

Business Analyst – Requirements, SDLC

Engineer

• Serve as a primary point of contact for incoming Service Desk calls, providing timely and professional technical support.
• Perform ticket triage to properly prioritize, categorize, and route issues to the appropriate queue or escalation path.
• Troubleshoot and resolve escalated technical issues across endpoint, identity, networking, and cloud services.
• Communicate effectively with end users to gather technical details, explain resolutions, and ensure a high level of client satisfaction.
• Administer Microsoft 365 environments across multiple client tenants.
• Manage user accounts, licensing, and access controls within Microsoft Entra ID (Azure AD).
• Configure and maintain Conditional Access policies to enforce security requirements such as MFA, device compliance, and location-based restrictions.
• Support Exchange Online administration, including mailbox permissions, mail flow troubleshooting, and distribution group management.
• Assist with SharePoint Online and OneDrive troubleshooting, permissions management, and synchronization issues.
• Support endpoint management through Microsoft Intune, including device enrollment, compliance policies, configuration profiles, and application deployment.
• Assist with Autopilot deployments, device provisioning, and lifecycle management.
• Troubleshoot device compliance issues related to Conditional Access and Intune policies.

L2 Escalation Engineer

QA Engineer

• Support Quality Assurance (QA) and User Acceptance Testing (UAT) activities
• Develop and maintain test plans, test cases, and test scripts
• Coordinate and facilitate UAT sessions with business stakeholders
• Document and track defects, issues, and testing results
• Create and maintain regression testing documentation
• Collaborate with developers and project stakeholders to validate fixes
• Ensure releases meet business requirements and quality standards
• Assist in improving testing processes and documentation

Business Analyst – QA, UAT

Executive Assistant

• Assist with managing calendars using Google Calendar, including scheduling, rescheduling, and resolving conflicts with oversight from senior team members.
• Support the leader and team in meeting readiness, including basic agenda setting, distribution of pre-meeting materials, and note-taking for select meetings.
• Provide day-to-day administrative support to the team, including organizing smaller internal meetings and ensuring logistical details are in place.
• Assist with the coordination of team events, such as small-scale team gatherings, virtual meetings, and workshops.
• Draft site-level or team-specific communications.
• Make domestic and basic international travel arrangements and assist with processing travel expense reports based on input from travelers.
• Support timely submission of expenses, ensuring alignment with organizational policies.
• Keep track of team-wide schedules such as vacations or travel plans and assist in resolving minor coordination challenges.
• Build basic relationships with stakeholders within and outside of the team, primarily for coordination and logistical purposes.
• Support smaller team projects or deep dives with defined deliverables, under the supervision of senior team members or managers.
• Contribute to smaller, predefined tasks related to employee engagement, recognition programs, or other initiatives within the team as assigned.

Virtual Assistant – Onsite

Human Resources

• Provide efficient and accurate HR administrative support across all employee lifecycle activities
• Ensure smooth and compliant HR operations
• Keep employee records accurate and up to date in our HR system
• Process recruitment administration: job postings, interview scheduling, responses to candidates
• Complete recruitment checks as part of the pre-onboarding process
• Prepare contract information and onboarding documentation
• Manage Annual Leave and maintain the holiday booking system (Absentify)
• Ensure policies and procedures are reviewed and kept up to date with changing legislation
• Provide information about monthly payroll changes / actions to the payroll provider
• Support offboarding and exit processes
• Answer employee questions on policies and procedures
• Provide HR support/advice to the Leadership Team
• Keep organisation charts updated
• Support other projects eg Quality standards accreditation
• Assist with monthly newsletter and other communications

Part-Time HR Administrator

Content Writer

• Concept campaigns and write copy for print, audio, video, and digital creative; develop conceptual ideas and campaigns with meaningful narratives.
• Use AI tools to support ideation, content generation, and optimization across creative formats.
• Work with other teams to establish a clients tone and voice for content.
• Write headlines, taglines, and blurb copy for promos.
• Create service highlight blurbs for web.
• Adapt and vary copy to target specific demographics based on age, gender, activity preferences, and other audience insights.
• Edit and proofread copy for accuracy, grammar, spelling, and sentence flow.
• Work within deadlines and collaborate with teams to ensure milestones are met.
• Partner with teams of creatives, strategists, and account leads to deliver a high volume of work on time, on budget, and on brand.
• Participate in brainstorms and deliver best-in-class creative that exceeds client objectives.
• Update monthly search, social, and email copy.
• Be a source of inspiration, positivity, and creativity to others.

Copy and Content Writer

Full-stack Engineer

• Lead the design, development, and deployment of complex systems and infrastructure solutions.
• Guide and mentor a team of engineers ensuring adherence to best practices and high-quality engineering standards.
• Gather, analyze, and document system requirements from stakeholders to ensure alignment with business needs.
• Oversee system integration, testing, and validation efforts to ensure seamless operation across different components.
• Monitor and optimize system performance, ensuring reliability, scalability, and security.
• Manage project timelines, budgets, and deliverables, ensuring successful completion of engineering initiatives.
• Work closely with software, hardware, and network teams to develop integrated solutions.
• Ensure system designs comply with industry standards, cybersecurity best practices, and regulatory requirements.
• Identify potential risks, troubleshoot system issues, and implement preventive measures.
• Drive innovation by researching emerging technologies and recommending system improvements.

Senior Engineer

Account Executive

• You will communicate the value proposition to investors to arrange meetings.
• Our marketing team will provide you with WARM leads.
• You will build sales skills while deepening your understanding of the financial services industry.
• You will be at the intersection of driving firm growth, controlling your career trajectory, and bettering potential clients financial well-being.
• You will be rewarded through competing in a meritocracy and vibrant atmosphere with like-minded peers.
• You will develop abilities to succeed at future opportunities in full cycle sales within the firm.

Sales Representative – Dialer

Billing Specialist

• Perform new setup and renewal of IT Service Agreements in multiple billing platforms.
• Verify submitted sales transactions utilized proper pricing structure and documentation, record changes in revenue for managed services.
• Coordinate the collection and processing of scheduled usage data for contracts as assigned.
• Generate daily service agreement invoices for contracts as assigned.
• Review and produce billable Service Invoices.
• Provide timely response to customers, Marco internal teams, and Sales Representative needs and questions by gathering information, researching issues, and preparing solutions.
• Process contract cancellations and various adjustments to existing technology leases & agreements.
• Analyzes and resolves billing disputes for customers.
• Obtain proper approval from appropriate department leadership for adjustments to customer contracts and invoicing.
• Potential to specialize in IT Leasing, Annuity Billing, and Hosted Voice solutions.
• Act in accordance with Marco policies and procedures as set forth in the Employee Handbook.
• Perform other related duties as assigned.