various matters such as document submissions, invoice payments, and general inquiries. Document Management: Request necessary... process as needed. Invoice Management: Notify clients of overdue invoices and provide assistance with payment processing...
and conversion processes, aligning with firm protocols. Utilize Technology: Leverage practice management software (Clio Manage... management and organizational skills to ensure no lead is overlooked, and no follow-up is missed. Resilience & Goal-Oriented...
or services. Sales Pipeline Management: Track and manage sales opportunities using CRM software. Keep accurate and up... sales approach accordingly. Good organizational and time management skills, with the ability to prioritize tasks...
collaborations. This entry-level role offers an excellent opportunity to develop your expertise in partnership management... benefits. Documentation & CRM Management: Maintain up-to-date and accurate records of partnership activities, agreements...
as an Executive Assistant Familiarity with social media platforms Solid experience with calendar management, email management..., and project management Proficiency with Microsoft Office tools such as Word and Excel Ability to maintain regular and punctual...
tickets (Stripe, AuthNet, PayPal), escalating issues to management as necessary. Handle Inquiry Contact Forms, providing... and attend weekly meetings. Proactively raise customer issues and propose solutions to management. Develop and uphold Customer...
We are hiring a detail-oriented Virtual Assistant with experience in QuickBooks and expense management for optimal tax...: Calendar and To-Do Lists: Maintain the client's calendar and ongoing task lists. Expense Management: Effectively...
efficiency. Data Management: Maintain and update databases to ensure accurate and accessible information for the sales team... your ideal work environment. Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time...
dental practice management software, including OpenDental, and ideally, proficiency in processing insurance claims... OpenDental is essential. Prior experience with Dentrix, EagleSoft, CurveDental, Denticon, or similar dental practice management...
& Data Management: Manage and optimize lead enrichment processes, including data management, system analysis, and ongoing... lead quality checks. HubSpot CRM Management: Oversee CRM management, including assisting with lead assignment...