VirtueStaff

Executive Assistant

• - Handle administrative duties including calendar management, email correspondence, and document preparation
• - Assist with scheduling meetings and coordinating travel arrangements
• - Conduct research and compile information to support various projects
• - Prepare reports and presentations, maintaining a high standard of quality
• - Serve as a liaison between clients and team members, ensuring effective communication
• - Manage social media accounts and assist with content creation as needed
• - Implement and streamline office processes to improve efficiency
• - Collaborate with team members to support project completion and deadlines

Virtual Assistant

Bookkeeper

• Manage day-to-day financial transactions, including accounts payable and receivable
• Prepare and maintain accurate financial statements and monthly reports
• Reconcile bank statements and track financial discrepancies
• Utilize accounting software for efficient data management and reporting
• Assist in budgeting and financial forecasting activities
• Coordinate with clients to resolve financial issues and inquiries
• Ensure all financial records are organized and compliant with regulations

Customer Success Manager

• Lead the initial setup and integration process for new clients to ensure a smooth transition into our services
• Serve as the primary point of contact for clients, maintaining long-term relationships and identifying opportunities for growth
• Oversee the execution of client projects, ensuring tasks are completed on time and within scope
• Manage client data within the CRM and oversee Meta Ads campaigns to monitor and improve performance
• Utilize GoHighLevel to automate workflows and manage client interactions efficiently

Client Success Manager

Recruitment

• Sourcing, interviewing, and managing the recruitment process to identify top talent in healthcare
• Identifying candidates for clients’ open requisitions/roles
• Maintaining communication and relationships with candidates and clients
• Conducting virtual video interviews with candidates via Google Meet
• Sourcing candidates from job boards & platforms (Indeed, Zip Recruiter, DocCafe)
• Coordinating site visits for candidates with clients
• Logging activity & administrative work in Airtable

Healthcare Recruiter

Marketing

• Set up and manage complex tracking for Google Ads, Facebook Ads, and Bing Ads to ensure 100% data accuracy
• Configure and maintain CRM tracking and data flows to capture lead source and conversion metrics
• Oversee the syndication of data between marketing platforms and the CRM to ensure a unified view of the customer journey
• Regularly audit tracking pixels, tags, and CRM events to verify that all marketing metrics are reporting correctly

Marketing Data & Tracking Specialist

Attorney

• Promptly and professionally answer inbound client calls, acting as the primary voice of the firm to establish trust from the first point of contact
• Conduct detailed intake processes with inbound callers to qualify leads and determine if their legal needs align with our firm's practice areas
• Accurately capture and enter prospective client information, case facts, and contact details into our system to ensure the legal team has a clear starting point
• Provide exceptional customer service by addressing initial concerns, explaining the next steps of the process, and maintaining a supportive tone
• Utilize sales-minded communication techniques to guide potential clients through the intake funnel and encourage them to move forward with our services

Virtual Assistant

Bookkeeper

Client Success Manager

Healthcare Recruiter

Marketing Data & Tracking Specialist

Legal Intake Specialist