Expert VA

Role Description This role primarily supports a real estate professional with transaction coordination from contract to closing, CRM management, document preparation, email and administrative support, and social media scheduling. We're looking for someone who is highly organized, detail-oriented, tech-savvy, and able to work independently in a fast-paced environment. - Provide Transaction Coordination (TC) support from contract to closing. - Prepare and organize real estate documents and contracts. - Manage contract paperwork and ensure accuracy and compliance. - Maintain and update the CRM/database, including the Buffini coaching database. - Respond to emails professionally and in a timely manner. - Create, schedule, and manage social media post selections. - Assist with general administrative tasks and other support as needed. Qualifications - Excellent written and verbal communication skills. - Tech-savvy and comfortable learning new systems. - Strong attention to detail with a high level of accuracy. - Highly organized with excellent time management skills. - Able to work independently while meeting deadlines. - Available during assigned working hours. - Familiarity with MLS, Command, CRM platforms, and standard real estate systems is preferred. - Quick learner with the ability to adapt to changing priorities. - Stable and reliable high-speed internet connection. - Quiet and professional work environment. - Reliable computer capable of handling multiple applications simultaneously. Benefits - Competitive salary package. - Paid-Time Off.

• Design and lead the company's knowledge management and learning systems • Build scalable onboarding programs, playbooks, SOPs, and learning pathways • Capture expertise from leaders and subject matter experts before it's lost • Create knowledge systems that make information easy to find, understand, and apply • Improve how teams learn, collaborate, and share best practices • Use AI and modern learning tools to make knowledge creation and access faster and more effective • Help leaders build a culture of continuous learning and operational excellence

• Develop and execute the company's growth strategy across marketing, customer acquisition, retention, and brand • Use customer insights, market research, and performance data to identify new growth opportunities • Build marketing systems and campaigns that drive measurable business results • Strengthen our brand and ensure consistent, high-quality customer communications • Champion the use of AI and modern technology to improve marketing effectiveness and customer understanding • Lead and develop the marketing team while partnering with leaders across the business

• Lead customer onboarding and implementation to ensure customers achieve measurable value • Build trusted relationships with business owners and key customer stakeholders • Monitor customer adoption, identify risks early, and develop strategies that improve long-term success • Gather customer feedback, operational observations, and implementation insights to identify trends across the organization • Turn customer insights into actionable recommendations that improve products, services, processes, and the overall customer experience • Partner with leadership to ensure customer intelligence influences business decisions • Build scalable customer success frameworks, implementation playbooks, and best practices that support long-term growth

• Design and improve the systems that power the business • Simplify workflows and eliminate manual processes through automation • Improve how teams collaborate, communicate, and access information • Build dashboards and reporting that help leaders make better decisions • Identify opportunities to use AI and automation to improve productivity • Lead business systems initiatives from idea through implementation • Partner with leaders across the organization to solve operational challenges • Lead and mentor a small technical team

• Research and evaluate emerging AI technologies and automation opportunities. • Deploy, optimize, and maintain AI models, workflows, and business automation solutions. • Identify opportunities to improve operational efficiency through AI and automation. • Integrate business systems, APIs, and third-party applications. • Develop and maintain automated workflows and data pipelines. • Ensure seamless data flow and synchronization across platforms. • Manage AWS-hosted applications and cloud infrastructure. • Maintain PostgreSQL and other business-critical databases. • Support database performance, reliability, and data integrity. • Create and maintain dashboards and reports using Power BI, Looker Studio, or similar tools. • Transform operational and business data into actionable insights. • Monitor, troubleshoot, and optimize applications, integrations, and AI systems. • Document technical processes, workflows, and system configurations. • Provide technical support and guidance to internal teams.

Role Description This is a remote position. Day-To-Day: - Review and confirm application information - Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria. - Financial analysis of bank statements to ensure the financial health of the business meets necessary qualifications. - Send submissions to the lender through the lender’s online portal. - Collaborate with loan officers, underwriters, and other team members for efficient processing. - Leverage analytical skills and think outside the box to navigate complex deal structures. - Identify potential roadblocks and develop innovative solutions that drive deals to successful completion. - Maintain accurate and up-to-date records of loan applications that were submitted. - Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting. - Adhere to compliance guidelines and internal policies to ensure a high level of integrity and risk management. Qualifications - Minimum 6 months of experience in a Submission Coordinator, Loan Processing, Funding Coordinator, Underwriting Support, or related role - Strong understanding of U.S. small business funding and alternative lending (preferred) - Experience reviewing credit reports and business bank statements - Excellent organizational, communication, and multitasking skills - Proficiency with Excel, Microsoft Office, and Google Workspace Requirements - Tools - Zoho CRM, Excel, G suite, Google Chat (Mode of Communication), Ring Central - phone number - Timeliness & Commitment - Detail oriented - Proactive Benefits - 100% Work from Home - 9 am - 6 pm EST - HMO - Paid Leaves

• Review agent-submitted transaction documents using compliance checklists • Ensure all files are complete, accurate, and compliant with internal standards • Approve or decline transactions based on compliance findings • Ensure no payouts are released without full compliance approval • Manage daily transaction submissions across Market Centers • Maintain accuracy, consistency, and turnaround time in all reviews • Provide clarification and support on compliance requirements when needed

Role Description This is a remote position. We operate a portfolio of B2B companies serving real estate professionals and small to medium-sized businesses (SMBs), including staffing, professional services, SaaS, and AI products. As our Growth Lead, you'll be responsible for building and scaling a repeatable demand generation engine that supports multiple brands. This is a strategic, hands-on leadership role for someone who enjoys creating systems, owning results, and driving measurable business growth. You'll report directly to the CEO and have the autonomy to develop the strategy, execute initiatives, and report on performance. We are looking for a builder—not someone who simply manages campaigns. Key Responsibilities - Own monthly qualified lead and pipeline targets across multiple brands. - Build and optimize a scalable, shared lead generation engine using GoHighLevel and other marketing technologies. - Manage full-funnel demand generation strategies, including: - Cold outbound campaigns - Paid advertising - Landing pages and conversion funnels - Lead nurturing and lifecycle automation - Develop brand-specific messaging while maintaining shared systems and infrastructure. - Improve lead-to-customer conversion through automation and effective handoffs to the sales team. - Manage and coordinate external contractors, including PPC specialists, copywriters, and list builders. - Monitor and report key performance metrics such as: - Cost per Lead (CPL) - Customer Acquisition Cost (CAC) - Conversion Rates - Pipeline Contribution - Present concise weekly performance reports directly to the CEO. Qualifications - Minimum of 4 years of experience in B2B Growth Marketing, Demand Generation, or Performance Marketing. - Experience managing multiple brands, clients, or marketing accounts simultaneously. - Proven experience building full-funnel marketing systems—not just managing paid advertising. - Strong background in cold outbound campaigns, including deliverability, sequencing, and list management. - Demonstrated success improving lead generation, pipeline growth, conversion rates, and marketing ROI. - Strong analytical skills with the ability to connect marketing performance to business metrics such as CAC, CPL, and revenue. - Self-motivated with the ability to work independently and take ownership of results. - Excellent project management and organizational skills. Requirements - Preferred Experience - Experience with one or more of the following tools is highly preferred: - GoHighLevel - Instantly - Million Verifier - Google Ads - Semrush - ChatGPT, Claude, or other AI productivity tools What Success Looks Like Within your first 90 days, you will: - Launch a scalable lead generation system across priority brands. - Build a consistent cold outbound engine that generates qualified meetings. - Establish reliable reporting dashboards for executive leadership. - Validate and scale at least one high-performing acquisition channel. - Build and manage a reliable contractor network to support growth initiatives. Benefits - Competitive base salary based on experience. - Performance-based incentives tied directly to qualified leads and pipeline growth. - Full-time, permanent remote position. - Opportunity to work directly with executive leadership and make a measurable business impact. - Work Schedule: Full-time | US Eastern (EST) business hours. - Benefits: - Additional leave - Health insurance - Pay raise - Work from home - Work Location: Remote

Role Description This is a remote position. We operate a portfolio of B2B companies serving primarily real estate professionals. Marketing has one core responsibility: generating qualified leads that turn into revenue. This is not a brand marketing or content-focused role. You will own the top of the funnel and be measured by pipeline growth and business results. You will lead demand generation across our portfolio, integrating paid media, cold outbound, and lifecycle marketing into a single revenue engine. This role reports directly to the CEO and requires a highly independent operator who can drive results with minimal oversight. Key Responsibilities - Demand Generation & Pipeline Growth - Own monthly qualified lead and pipeline targets - Build and manage end-to-end demand generation campaigns - Drive lead acquisition through: - Cold email outreach (Instantly, Million Verifier) - Paid search and social campaigns - Landing pages and conversion funnels in GoHighLevel - Lead Nurturing & Conversion - Design and optimize lead nurture sequences - Manage lifecycle marketing automation - Improve lead-to-customer conversion processes - Collaborate with sales on effective lead handoff - Testing & Optimization - Continuously test and optimize: - Offers - Audiences - Creative assets - Ad copy - Funnel performance - Establish learning loops and performance improvements - Reporting & Analytics - Report weekly on: - Cost per Lead (CPL) - Conversion Rates - Customer Acquisition Cost (CAC) - Pipeline Contribution - Provide actionable insights and recommendations - Market Research - Monitor competitors, industry trends, and market opportunities - Identify new targeting, messaging, and acquisition opportunities Qualifications - 4+ years of experience in B2B Demand Generation, Growth Marketing, or Performance Marketing - Fluent English communication skills (written and verbal) - Proven track record of generating qualified leads and pipeline growth - Deliverability management - List building and validation - Email sequencing - Strong Google Ads experience - Experience building and optimizing marketing funnels - CAC - Conversion metrics - Unit economics - Highly self-directed and results-oriented Requirements - Marketing Stack: - GoHighLevel - Instantly - Million Verifier - Google Ads - Semrush - AI Tools (Claude, ChatGPT) - Success in the First 90 Days: - Launch a functioning lead-generation engine across priority brands - Generate consistent qualified meetings through cold outbound - Deliver CEO-ready weekly pipeline reports - Validate at least one scalable customer acquisition channel - Experience with cold outbound campaigns at scale - Strong understanding of: - CAC - Conversion metrics - Unit economics - Highly self-directed and results-oriented Benefits - Compensation - Competitive base salary - Performance-based incentives tied to qualified leads and pipeline growth - 100% Remote Work – Work from anywhere - Paid Time Off - Salary Rate Progression - Limitless Growth Opportunities