ClearDesk

• connect with candidates and guide them through the hiring process • conduct phone and video screenings to evaluate candidates • coordinate interview schedules and manage recruitment pipelines • follow up with candidates on onboarding requirements • conduct reference checks and support credential verification • support recruitment events and hiring campaigns • maintain recruiting records and documentation • ensure confidentiality and compliance with candidate information

• Source, screen, and interview qualified healthcare professionals for various roles (RNs, LPNs, CNAs, caregivers, etc.) • Build and maintain a strong pipeline of healthcare talent • Collaborate with account managers and clients to understand staffing needs • Manage job postings, candidate communications, and applicant tracking • Maintain compliance with all relevant employment and healthcare regulations • Perform end-to-end recruitment process, including job posting, talent acquisition, and sourcing • Review applications and conduct initial phone screenings for caregiver candidates • Conduct thorough interviews to assess caregiver skills and experience • Submit offer letters and gather hiring documents before orientation • Manage caregiver certifications and follow up on expiring documents • Handle low-level scheduling calls (e.g., caregivers running late, minor schedule changes) • Prepare caregivers for orientation • Maintain detailed documentation of recruitment processes in Well Sky • Collaborate with on-site recruiter to learn company-specific hiring preferences • Manage HR functions such as tracking employee certifications and sending reminders • Answer incoming calls and provide basic information to caregivers and clients • Achieve a hiring target of 10 caregivers per week across all territories

• Set up new franchise offices in the learning system • Support live virtual trainings by managing webinars and breakout rooms • Respond to help desk tickets and troubleshoot issues • Provide basic tech support like password resets • Update and format training materials and presentations • Organize documents and assist with data entry

• Build and replicate CRM automations and workflows in Zoho • Identify and flag potential problems in workflows before issues arise • Create dashboards across multiple Zoho locations • Execute automation projects with moderate independence • Handle general executive assistant tasks and manage administrative responsibilities • Create and maintain SOPs and process documentation • Collaborate with technical team members on automation issues

• Build and maintain up-to-date caregiver schedules across multiple counties • Respond quickly when someone cancels a shift or doesn’t clock in • Answer calls from clients and caregivers using the VoIP system • Update records and case notes in WellSky (we’ll train you for it) • Work with the ops team to flag issues and make sure staffing stays smooth • Conduct regular check-ins and evaluations with caregivers • Generate weekly reports and keep leadership in the loop

• provide comprehensive administrative support, including managing emails, calendars, and CRM systems • assist in document preparation and organization related to real estate transactions • collaborate with the Transaction Coordinator, run reports (e.g., CMAs), and handle transaction-related duties as needed • stay in touch with clients and follow up after sales via email to maintain high service standards • ensure ongoing client engagement through consistent and organized communications • maintain accurate records of client interactions and transaction information • oversee and maintain client data in the CRM, ensuring it is accurate and up to date • track and update client birthdays and house anniversaries • segment client data to send targeted email marketing to the appropriate audience • work closely with team members to support administrative needs, ensuring smooth communication and workflow • assist with other operational tasks as needed

• Respond to messages from people and groups who want to volunteer • Collect important details like group size, skills, and preferred dates • Keep records of all volunteer inquiries and schedules • Match volunteers with the right activities based on their skills and availability • Schedule visits and confirm all details ahead of time • Share important information like directions, expectations, and tasks • Make sure all required forms are completed before visits • Coordinate with staff to prepare for upcoming volunteer activities • Send thank-you messages and surveys after visits, and keep records updated • Assist the leadership team with daily tasks • Organize files and keep digital documents easy to find (Google Drive) • Help create and maintain internal guides and processes • Research and set up better ways of working when needed • Help manage different projects across volunteers and programs • Update and track tasks using tools like Monday.com • Monitor deadlines and make sure projects stay on schedule • Communicate with team members and external partners • Prepare notes and documents for planning • Follow up to ensure tasks are completed on time • Help manage and maintain tools like Monday.com and Salesforce • Learn and use new tools as needed • Support onboarding and help the team adapt to new systems • Set up dashboards and tracking systems to improve workflows

• Track caregiver attendance, clock-ins/outs, and full shift completion in real time using Authenticare, quickly contact caregivers for missed, late, or early shifts, guide them on correcting or making up time, record reasons for delays or missed visits, maintain accurate schedules, and run/review reports to track attendance, ensure compliance, and prevent lost revenue • Maintain and adjust schedules in ERSP to reflect actual hours worked and ensure correct payroll and billing • Coordinate with team members across five regions to balance shifts and ensure full coverage • Support caregiver retention through accurate scheduling, accountability, and follow-through • Communicate professionally with caregivers via phone and VoIP, balancing support with firm expectations • Assist management in improving EVV (Electronic Visit Verification) processes and overall scheduling efficiency

• Manage billing inbox and vendor invoices • Ensure payments are timely and accurate • Perform daily bank reconciliation activities • Investigate unmatched transactions • Collaborate with accounting team on tasks

• Optimize website content and structure to achieve first-page Google rankings for target keywords • Conduct comprehensive keyword research focusing on high-value terms • Create and optimize landing pages • Monitor and analyze website traffic, user engagement, bounce rates, and conversion metrics using Google Analytics • Develop and implement local SEO strategies to improve Google Business Profile visibility • Track and report on competitor analysis and adjust SEO strategies to maintain competitive advantage • Manage content creation including blog posts, press releases, and backlink building initiatives • Coordinate with existing SEO company while transitioning responsibilities in-house • Set up and optimize call tracking systems for SEO leads beyond current Google Ads tracking • Research and recommend new tools and platforms to enhance SEO performance and lead generation • Create detailed monthly reports showing keyword rankings, organic traffic growth, and lead conversion rates