Vanteo

Operations

• Treat the card program like your own product. Monitor day-to-day performance, identify friction points in the user journey, and suggest improvements.
• Track key metrics such as adoption rates, usage patterns, and campaign performance. You will turn raw data into clear, actionable reports for the internal team.
• Act as a power user of our iOS and Android apps. Provide detailed feedback on onboarding, user experience (UX), and potential feature gaps to the development team.
• Serve as a primary point of contact for our partners, helping to manage operations, escalate technical issues, and prioritize program updates.
• Help drive program awareness and usage by supporting marketing initiatives across social and internal communication channels.
• Utilize modern AI tools (like ChatGPT, Claude, and AI agents) to automate routine reporting, draft communications, and analyze data to increase team productivity.

Product Insights & Operations Specialist

Business Development Rep

• Support the VP of Seasonal Workforce pipeline, ensuring all leads, opportunities, and deals are updated in Excel workbooks, CRM, and internal systems.
• Maintain accurate and up-to-date records, ensuring 100% data accuracy in tracking potential hires and business opportunities.
• Generate and distribute weekly pipeline reports with insights and action items for leadership.
• Manage down payment collections, ensuring timely follow-ups and accurate financial tracking.
• Work closely with the finance team to reconcile payments and ensure no discrepancies in financial records.
• Organize and schedule meetings, ensuring invites are sent within 1 business day of confirmation and action items are tracked appropriately.
• Monitor and follow up on active opportunities to ensure timely communication and execution of deals.
• Serve as a key point of contact for inquiries, ensuring an average response time of 24 hours for both internal and external communications.
• Prepare and edit professional emails, reports, and presentations as needed.
• Maintain and organize 100% of documentation, ensuring accessibility and compliance with company policies.
• Assist in improving standard operating procedures (SOPs).
• Assist with travel bookings and expense tracking, ensuring 100% accuracy and compliance with company policies.

Business Development Associate

• Develop and maintain a strong pipeline of prospective clients using CRM software.
• Generate and qualify leads through networking, cold calling, social media, and industry outreach.
• Establish relationships with key decision-makers at new host employers and identify upsell opportunities.
• Schedule and conduct meetings (including face-to-face) to assess client needs and present tailored solutions.
• Organize and lead speaking engagements at local and national events.
• Research industry trends and identify new opportunities to expand business.
• Build and maintain strong client relationships through proactive networking and partnership development.
• Monitor market and industry trends to remain competitive.
• Maintain a strong understanding of company services, market position, and competitors.
• Negotiate and close business deals that drive sustained revenue, collaborating with sales, marketing, and leadership teams.
• Secure J-1 training agreements with new host employers in full compliance with all visa regulations.

Business Development Manager

Sales Development Rep

• Use sales intelligence tools (e.g., LinkedIn Sales Navigator, ZoomInfo) to identify and build lists of employer prospects aligned with Vanteo’s visa program criteria.
• Launch and manage multi-channel outbound outreach campaigns (email, phone, LinkedIn, etc.) to generate interest among targeted employers.
• Introduce Vanteo’s visa programs (EB-3, H-2B, J-1, etc.) to prospects and conduct initial qualification calls to assess interest and fit.
• Record detailed discovery notes and qualify leads for handoff to the Sales for closing.
• Maintain accurate and up-to-date employer data, contacts, and opportunity records in Outplay and HubSpot.
• Support collection of required documentation and ensure completeness before passing leads to internal operations or legal for onboarding.
• Collaborate closely with internal teams—including Sales, Marketing, Operations—to ensure smooth transitions and alignment across the employer journey.
• Stay informed on changes to U.S. visa program requirements and immigration workflows to effectively communicate value and address prospect questions.
• Occasionally travel to employer sites to gain a first-hand understanding of job roles, facilities, and workplace culture, as needed.
• Participate in industry trade shows, conferences, or virtual events to support business development and networking.
• Identify new verticals, outreach strategies, or market segments through prospect feedback and competitive research.
• Perform other duties and special projects as assigned to support broader sales or outreach initiatives.

Product Insights & Operations Specialist

Business Development Associate

Business Development Manager

Sales Development Representative