Geeks on Site

• Serve as the company's subject matter expert for Zoho One and all integrated applications. • Maintain and optimize Zoho CRM, FSM, Billing, Analytics, and related Zoho products. • Configure custom modules, fields, layouts, workflows, validation rules, and permissions. • Recommend platform improvements based on evolving business needs. • Ensure system configuration follows best practices and remains scalable. • Design executive dashboards and operational reporting within Zoho Analytics. • Develop reporting frameworks that consolidate data across CRM, FSM, Billing, and other business systems. • Build self-service dashboards that allow leadership to monitor KPIs in real time. • Design meaningful metrics that support operational and strategic decision-making. • Create automated reporting schedules and KPI scorecards for business leaders. • Ensure reporting accuracy through proper data modeling and validation. • Design and maintain a centralized reporting data model. • Identify and resolve data inconsistencies across Zoho applications. • Improve overall data quality, governance, and reporting reliability. • Develop historical reporting solutions for trend analysis and forecasting. • Partner with stakeholders to define KPI definitions and reporting standards. • Develop custom workflows using Zoho Deluge scripting. • Build automation to eliminate manual processes whenever possible. • Create custom functions, scheduled workflows, and business rules. • Configure integrations between Zoho applications and third-party platforms. • Continuously identify opportunities to streamline operations through automation. • Partner with Sales, Operations, Finance, Customer Service, and Executive Leadership to understand reporting and operational needs. • Translate business requirements into scalable technical solutions. • Provide recommendations on how to improve business processes using Zoho. • Participate in cross-functional projects involving system enhancements and digital transformation initiatives. • Serve as the internal Zoho expert and primary point of contact for platform-related questions. • Train users on best practices and new system capabilities. • Develop SOPs, user guides, and documentation for Zoho processes. • Support user adoption of new features and process improvements. • Recommend improvements to business processes based on platform capabilities. • Evaluate new Zoho applications and features that may benefit the organization. • Help define the company's long-term reporting and business intelligence strategy. • Collaborate with leadership to prioritize future system enhancements. • Ensure the Zoho ecosystem supports organizational growth and scalability.

Role Description The Zoho CRM & Analytics Specialist serves as the organization's internal expert for the Zoho ecosystem, responsible for maximizing the value of Zoho One and its integrated applications. This role combines CRM administration, business intelligence, process automation, reporting architecture, and systems optimization to ensure leadership has accurate, timely, and actionable data to drive business decisions. The specialist will partner closely with Operations, Sales, Finance, Customer Service, IT, and Executive Leadership to: - Design scalable reporting solutions - Optimize business processes - Improve data quality - Develop automation across Zoho CRM, FSM, Billing, Analytics, and other Zoho applications Rather than simply producing reports, this role is expected to become the organization's trusted advisor on how to best leverage the Zoho platform to improve operational efficiency and business visibility. Qualifications - 3+ years of experience administering Zoho CRM and/or Zoho One - B2 English level - Strong experience with Zoho Analytics - Experience building executive dashboards and operational reports - Hands-on experience with Zoho Deluge scripting - Experience configuring workflows, automation, and custom functions - Strong understanding of CRM data structures and relational databases - Advanced analytical and problem-solving skills - Excellent communication skills with the ability to explain technical concepts to non-technical audiences - Advanced Excel or Google Sheets skills Requirements - Experience with Zoho FSM - Experience with Zoho Billing or Zoho Books - Experience integrating Zoho with third-party applications using APIs - SQL knowledge - Experience with Power BI, Tableau, or similar BI platforms - Familiarity with ETL concepts and data warehousing - Experience supporting field service or home service organizations - Bachelor's degree in Information Systems, Computer Science, Business Analytics, Engineering, or a related field Benefits - Competitive salary - Paid time off and holidays - Opportunity to lead the organization's Zoho strategy - Exposure to executive leadership - High-impact role with significant influence on business operations - Professional development and certification opportunities

• Confirm job details with customers and accurately match jobs to the right technicians based on availability, location, and skillset, ensuring technician readiness and following up persistently until the job is assigned. • Clearly communicate job details to technicians via phone, chat, or email, making multiple contact attempts as needed. • Monitor and track open jobs in real time, ensuring follow-up until the technician confirms completion. • Handle inbound and outbound communication with technicians and customers in a clear and professional manner. • Resolve scheduling conflicts and escalate issues when necessary. • Meet daily and weekly assignment targets, contributing to overall team performance. • Document all relevant communication in the CRM to ensure visibility across teams • Strong negotiation and persuasion skills; ability to effectively manage objections from field technicians and drive job commitment.

Role Description The Dispatcher is the link between customers and our network of field technicians across the United States. You will coordinate jobs from start to finish, ensuring that every request is assigned quickly, accurately, and professionally. - Confirm job details with customers and accurately match jobs to the right technicians based on availability, location, and skillset, ensuring technician readiness and following up persistently until the job is assigned. - Clearly communicate job details to technicians via phone, chat, or email, making multiple contact attempts as needed. - Monitor and track open jobs in real time, ensuring follow-up until the technician confirms completion. - Handle inbound and outbound communication with technicians and customers in a clear and professional manner. - Resolve scheduling conflicts and escalate issues when necessary. - Meet daily and weekly assignment targets, contributing to overall team performance. - Document all relevant communication in the CRM to ensure visibility across teams. - Strong negotiation and persuasion skills; ability to effectively manage objections from field technicians and drive job commitment. - Fluent English (spoken and written). - Strong organizational skills – ability to manage multiple jobs and follow up without losing track. - Tech-savvy mindset – comfortable with dispatch and CRM systems, able to explain job details to technicians. - Great phone presence – confident, empathetic, and persuasive on calls. - Results-driven and ambitious toward meeting targets. - Problem-solver – quick thinker when unexpected challenges arise. - Previous experience in customer service, call centers, scheduling, or dispatch is a plus. Requirements - Must have a reliable, high-speed internet connection. - A laptop or desktop computer (Windows 10/11, MAC are not compatible with our system). - Minimum 8 GB RAM (16 GB recommended for optimal performance). - Modern processor (Intel i5 or equivalent, or better). - USB headset with noise-canceling microphone. - SSD 250 GB Min. Benefits - Competitive pay: $900 monthly payment. - Paid training program. - 15 days PTO per annum. - Work remotely from anywhere in LATAM. - Opportunity to grow with a U.S.-based company leading in tech services. - Fast-paced, dynamic environment where your impact is recognized.

• Create high-quality, original content for websites, blogs, landing pages, service pages, and other digital channels • Optimize content using SEO best practices, including keyword research, internal linking, metadata, and content structure • Apply AEO principles to improve content visibility in AI-generated search results and answer engines • Conduct basic keyword research and competitive content analysis • Develop content outlines and briefs aligned with search intent and business objectives • Ensure content follows brand guidelines, tone of voice, and quality standards • Edit, proofread, and improve existing content as needed • Collaborate with marketing, SEO, and business stakeholders to support content initiatives • Utilize AI tools responsibly to assist with content ideation, research, and workflow efficiency • Track content performance and incorporate feedback into future content development

• Manage high call volumes from inbound phone traffic. • Follow company policies and procedures to handle calls efficiently and professionally. • Achieve member engagement targets by adhering to departmental guidelines. • Respond to customer complaints and resolve issues following company standards. • Multitask across several applications in a fast-paced environment. • Demonstrate excellent verbal and written communication skills.

• Lead, coach, and develop inbound and outbound sales teams. • Monitor and improve key KPIs, including closing ratio, subscription upsell performance, quality scores, and customer experience metrics. • Conduct regular coaching sessions, call reviews, and performance evaluations. • Identify opportunities to improve sales processes, conversion rates, and team effectiveness. • Analyze performance data and provide actionable recommendations. • Collaborate with cross-functional teams to support customer satisfaction and business growth. • Support hiring, onboarding, and training initiatives as needed.

• Perform account reconciliations across multiple entities • Support month-end close processes • Assist in the preparation of financial statements • Support the improvement and standardization of accounting processes • Maintain accurate financial records and documentation • Collaborate with internal teams to ensure accurate and timely reporting • Support audit and reporting requests as needed

Role Description We are seeking a detail-oriented Staff Accountant to support accounting activities across all companies within the group. This role will be responsible for supporting key accounting functions including: - Account reconciliations - Month-end close processes - Financial statement preparation - Improvement and standardization of accounting processes - Maintaining accurate financial records and documentation - Collaborating with internal teams to ensure accurate and timely reporting - Supporting audit and reporting requests as needed The ideal candidate is highly organized, detail-oriented, and able to operate in a fast-paced environment while managing multiple priorities and communicating effectively across teams. Qualifications - 3–4 years of accounting experience - At least 1 year of experience in account reconciliations and/or auditing - Strong proficiency in Excel/Google Sheets (pivot tables, lookups, etc.) - Strong English communication skills (written and verbal) - Strong attention to detail and organizational skills - Critical thinking and problem-solving abilities - Ability to manage multiple priorities in a fast-paced environment - Effective communication and collaboration skills - Proactive, hands-on attitude Requirements - Experience at large accounting or advisory firms (e.g., Deloitte, PwC, EY, KPMG) - Nice to Have - Experience in audit, consulting, or accounting roles in structured environments - Nice to Have - 100% Remote Role (LATAM-based candidates preferred) Benefits - Competitive monthly compensation, paid in USD - Work with a collaborative, international team and gain exposure to multiple U.S. entities - Opportunity to grow within a company focused on structure, innovation, and operational excellence - Be part of a finance team that values reliability, learning, and process improvement

• Identify and prospect senior living and retirement communities in South Florida • Reach out to decision makers such as executive directors and administrators • Conduct onsite visits and relationship-building meetings • Develop and manage a pipeline of partnership opportunities • Lead the full sales cycle from first contact to closing agreements • Present Geeks OnSite services and partnership value clearly and professionally • Handle objections and negotiate agreements with facility leadership • Maintain accurate CRM tracking and follow-up activity • Conduct onsite technology workshops for residents after partnerships are established • Educate seniors on practical use of technology in a simple and engaging way • Strengthen long-term relationships with partner communities