Client Relationship Manager for Virtual Coworker (Home Based Full Time)
fluctuate) · Make smart decisions quickly, always with VirtualCoworker's standards and business policies and procedures...
fluctuate) · Make smart decisions quickly, always with VirtualCoworker's standards and business policies and procedures...
Job Description: PURPOSE OF THE ROLE To generate qualified discovery calls for the VirtualCoworker sales team...
Job Description: Strategy & Campaign Management: ⢠Own the end-to-end Google Ads strategy across US and AU markets - Search (RSA & DSA), Brand, Competitor, and any new campaign types you recommend ⢠Audit and restructure the curre...
Job Description: ⢠EMR management - running the day-to-day of Ocean Friends, a tech-forward system with automations and data points;keeping it clean, current, and working for us ⢠Google Sheets management - building and maintaining...
Job Description: ⢠Serve as the primary point of contact for customers via phone, email, and live chat. ⢠Assist customers with inquiries regarding life insurance policies, coverage, premiums, policy status, and billing. ⢠Proce...
Job Description: ⢠Maintain and manage task lists (open and delegated items) using the Motion app ⢠Communicate with clients primarily via text/VOIP phone app, and via booking links ⢠Draft and send client messages on behalf of ...
Job Description: ⢠Handle inbound/outbound phone calls with real estate clients (primary focus) and other segments (architecture, construction, special projects). ⢠Update and manage CRM records via Airtable . ⢠Support client r...
Job Description: ⢠Record and categorize daily financial transactions. ⢠Reconcile bank accounts, credit card accounts, and other financial statements. ⢠Manage accounts payable and accounts receivable. ⢠Prepare and process...
items, approvals, and commitments requiring follow-up. · Attend meetings (virtual when appropriate), document action items...
Job Description: ⢠Manage QuickBooks and banking processes, including downloading and uploading bank and credit card statements ⢠Accurately categorize transactions in line with the chart of accounts ⢠Perform weekly bank and cr...