Level - Virtual Recruitment & Staffing

• Design and update website pages and elements inside HubSpot • Create and optimize branded email campaigns using MailChimp • Improve layout, visuals, and overall quality of marketing materials • Develop graphics and creative assets using Canva or similar tools • Support social media content creation and scheduling (LinkedIn, Facebook, Instagram) • Assist with light marketing admin and coordination tasks • Monitor campaign performance and suggest improvements • Collaborate directly with leadership to strengthen brand presence • Leverage AI tools to enhance creative and content workflows

• Enter approved referrals into the electronic medical records (EMR) system with speed and accuracy. • Review referral documents received via email (PDF format) and manually input required data into the system. • Capture key information such as patient demographics, insurance details, and clinical information after internal review. • Ensure timely and accurate data entry to support scheduling and downstream intake processes. • Communicate closely with the intake and sales teams to flag missing information or delays. • Maintain organized records and follow established intake workflows. • Support the intake team with additional administrative tasks as volume increases. • Provide light billing or intake-related support as needed over time.

• Perform bank reconciliations and account reconciliations • Handle general ledger entries and monthly close support • Post vendor bills and manage accounts payable entries • Code credit card transactions accurately • Apply cash receipts and maintain clean financial records • Support day-to-day bookkeeping and transactional accounting tasks • Maintain organized and accurate accounting data • Collaborate with the accounting team through regular check-ins • Take ownership of assigned tasks, with responsibilities expanding over time

• Respond to inbound dealer inquiries via phone and email regarding product info, availability, and quotes • Prepare and follow up on accurate quotes and product information • Process dealer purchase orders and enter them into Netsuite • Track and update order status, confirmations, shipping, and delivery details • Address basic customer service concerns such as damaged or defective items • Maintain organized and accurate data in Netsuite and HubSpot • Assist with light sales reporting and internal documentation • Attend team check-ins and support collaborative workflows with the sales team

• Develop and execute marketing strategies to drive brand awareness and leads. • Own and manage the annual marketing calendar. • Create and manage content across social media, email, website, and digital platforms with a consistent brand voice. • Manage social media accounts and paid campaigns. • Oversee marketing for listings, open houses, and other property-related posts. • Coordinate and support events, including vendors, logistics, registrations, and promotions. • Handle light website updates and platform integrations.