LevelUp - WordPress Technical Support & Outsourcing

• Serve as the dedicated procurement partner for your assigned business function, acting as the primary contact for stakeholders on all procurement activities and ensuring alignment on project goals and requirements. • Coordinate across business owners, finance, the CFO's office, and the wider procurement team to ensure purchasing activities proceed smoothly. • Manage the end-to-end P2P lifecycle: sourcing, vendor negotiation, contract review and redlining, routing to Legal/Security, requisitions, and PO issuance. • Engage directly with vendors on behalf of business owners, setting the commercial tone, pushing back when necessary, and protecting the company's commercial position. • Enforce procurement policies, ensuring all spend is committed through a PO before engaging vendors (regardless of cost) and vetting everything via intake forms. • Capture mandatory contract metadata, service dates, and renewal clauses within the procurement system to support the "Accrual Engine" and automate month-end close. • Act as the "Receipt Gate" by confirming service satisfaction with users and entering confirmation data into the procurement system to enable 3-way matching. • Maintain visibility on upcoming renewals across your portfolio, identifying savings opportunities, supporting cancellations, and providing stakeholders with forward-looking insights on renewals and contract wind-downs. • Resolve service and billing issues while utilizing vendor scorecards to maintain high performance standards.

• Support the planning and execution of digital marketing campaigns across multiple channels. • Assist in developing and creating brand awareness across online platforms. • Manage and optimize paid search campaigns across Google Ads. • Conduct keyword research and apply SEO best practices to improve organic performance. • Write, edit, and proofread engaging marketing copy. • Produce creative content, including short-form videos, blog posts, and email campaigns. • Collaborate with the web design team to build effective landing pages and improve conversion rates. • Analyze campaign performance and optimize strategies based on data, following best practice guidelines. • Set up and manage analytics and tracking tools, such as Google Analytics and Google Tag Manager. • Produce monthly performance reports and conduct analysis across all active campaigns. • Conduct market research to determine customer preferences and requirements. • Monitor and report on competitor marketing activities. • Utilize AI tools (e.g., ChatGPT, Claude) to support content and image creation workflows. • Liaise efficiently with designers and developers. • Support the team with campaign coordination and administrative marketing tasks.

• Leverage the GoHighLevel platform to identify, prospect, and generate a high volume of qualified leads. • Conduct proactive outbound outreach to potential clients via cold calling, email campaigns, and other creative channels. • Clearly articulate the value proposition of our SaaS products to prospects and effectively overcome objections. • Qualify leads and book appointments or conduct product demonstrations on behalf of the founder. • Manage the full sales cycle for low-ticket deals, from initial contact through to finalizing the sale. • Maintain an accurate and up-to-date record of all sales activities and lead statuses within our CRM. • Consistently meet and strive to exceed monthly and quarterly sales targets. • Collaborate with the founder to ensure a seamless client onboarding experience and to refine ongoing sales strategies.

• Respond to customer inquiries using a provided FAQ and response guide to ensure accurate and consistent communication. • Handle phone calls as needed to assist customers and address concerns promptly and professionally. • Schedule appointments on the owner's calendar for inquiries that require a more in-depth discussion or consultation. • Manage and organize email correspondence to ensure timely responses and follow-ups. • Perform data entry tasks with a high degree of accuracy. • Assist in streamlining workflows to improve operational efficiency.

• Enter and update patient records accurately in internal databases, applications, and client systems like NextGen and EMA. • Verify data accuracy and consistency by comparing it to source documents within legacy Practice Management and EMR systems. • Perform routine quality checks on completed work before submission to ensure strict data integrity. • Review patient records to extract and input medical histories, including medications, allergies, and past medical or surgical histories. • Handle sensitive patient information with strict adherence to data handling protocols and confidentiality standards. • Collaborate effectively with team members to clarify any missing, incomplete, or ambiguous information. • Maintain a high level of productivity to support system conversion timelines and operational efficiency.

• Build, maintain, and update weekly, monthly, and quarterly financial models and forecasts. • Track actual performance versus forecasts across revenue, spending, and cash flow. • Identify financial gaps early and recommend strategic actions to keep the business on track. • Own the reporting of key metrics, including revenue, contribution margin, and cash position. • Monitor daily and weekly sales performance against established targets. • Identify and flag risks to revenue goals, collaborating with the growth team on mitigation strategies. • Develop dashboards and reporting tools to provide real-time visibility into business performance. • Act as the primary point of contact for the external accounting firm to oversee bookkeeping and month-end closes. • Review P&L, balance sheets, and cash flow statements regularly to ensure clean and accurate financials. • Oversee disciplined cash flow planning and management. • Coordinate and execute payments across various agencies, vendors, and inventory suppliers to ensure zero missed payments. • Optimize payment timing to maintain healthy liquidity. • Partner with the Operations team on inventory planning and payment schedules. • Serve as the central finance point of contact for all internal teams and external vendors.

• Design, implement, and maintain a comprehensive set of internal financial controls across payroll, accounts payable, accounts receivable, and cash management. • Own the Philippines statutory compliance calendar, including BIR filings, SSS, PhilHealth, Pag-IBIG, and local withholding taxes • Liaise with our external UK accountant on UK compliance obligations (HMRC, Companies House, VAT, year-end) • Manage vendor master file integrity and payment authorization workflows • Own the payroll reconciliation process across all entities • Implement variance analysis to detect and flag anomalies before payment is made • Ensure salary change authorisation processes are documented and followed • Serve as the internal check on our Philippines payroll provider, verifying accuracy and compliance independently • Implement and manage invoice approval workflows and three-way matching processes • Conduct regular accounts receivable aging reviews and follow up on overdue balances • Maintain and enforce payment authorisation thresholds • Define and document credit and collections policy • Own the monthly financial close process, targeting completion within 10–15 business days of month-end • Produce accurate monthly financial statements: income statement, balance sheet, and cash flow statement • Lead monthly budget-to-actual review and present variances with clear explanations • Maintain balance sheet account reconciliations and journal entry controls • Oversee monthly bank reconciliations across all accounts • Maintain a 13-week rolling cash flow forecast • Lead the annual budgeting process in partnership with the CEO • Create quarterly forecasts that reflect short-term business conditions • Proactively flag financial risks and opportunities based on budget vs. actuals

• Own end-to-end technical setup and optimization of campaigns on Meta (FB/IG) and Google Ads (Search, Display, YouTube, Shopping) • Build and manage complex ad units, including manual carousel builds, dynamic product ads (DPA), and catalog sales • Plan, execute, and optimize high-performing PPC campaigns across all platforms • Rigorously monitor and adjust bidding strategies, audience segments, and funnel structures to meet ROAS and CPA targets • Analyze campaign data, extract insights, and provide strategic recommendations to improve ROI • Conduct A/B testing on ad creatives, targeting, and bidding strategies • Advanced management of Google Analytics, Meta Pixel, and API conversions to ensure data integrity • Track performance using platform-specific dashboards and analytics tools • Set up and optimize conversion tracking, remarketing campaigns, and audience segmentation • Manage ad budgets effectively, ensuring campaigns are on track with pacing, spend, and target KPIs (CTR, CPC, ROAS, CPA) • Confidently manage and pace large-scale monthly budgets across multi-million dollar lifetime spends • Create compelling ad copy and work closely with design teams to produce engaging creatives • Prepare and deliver detailed performance reports to clients and stakeholders • Stay current with industry trends, platform updates, and emerging best practices

• Plan, execute, and optimize high-performing PPC campaigns on Google Ads (Search, Display, YouTube) and Facebook/Meta Ads (including Instagram). • Analyze campaign data, extract insights, and provide strategic recommendations to improve ROI. • Conduct A/B testing on ad creatives, targeting, and bidding strategies for ongoing performance improvement. • Create compelling ad copy and work closely with design teams to produce engaging creatives. • Track performance using tools like Google Analytics, Facebook Pixel, and platform-specific dashboards. • Manage ad budgets effectively, ensuring campaigns are on track with pacing, spend, and target KPIs (CTR, CPC, ROAS, CPA). • Prepare and deliver detailed performance reports to clients and stakeholders. • Stay current with industry trends, platform updates, and emerging best practices in PPC advertising.

• Sector-Specific Writing: Create confident and professional copy for private healthcare, medical, and beauty sectors while strictly adhering to compliance standards. • Multi-Channel Content Creation: Develop and write SEO-optimized website pages, informative blogs, high-converting landing pages, and engaging email marketing content. • Brand Voice Management: Maintain a premium and professional tone consistent with the expectations of high-end UK aesthetic clinics. • Reporting: Coordinate and report directly to an internal team member to ensure content alignment with client goals.