OptiNizers

• Placing pickup/delivery requests into our Dispatching Software system and assigning to available driver(s) • Provide Drivers with appropriate information to allow for a seamless delivery transaction • Routing multiple routes in a timely fashion • Ensuring emails and customer phone calls are responded to in a timely manner • Monitor current schedule of delivery agents to ensure workload balance • Conduct reassignments, as necessary, in case of vehicle breakdowns or interruptions • Communicate all relevant details of the pick-up and/or delivery to the delivery drivers and customer to ensure proper execution • Handle customer concerns in an expeditious and professional manner; Escalate unresolved issues to management, as needed • Maintains consistent, open communication with HR & Management regarding customer or driver issues, concerns, complaints, trends, etc. • Handle high phone call and email volume • Function in a fast-paced environment while managing a variety of moving parts • Work within the appropriate level of independence, but serving as a team player

• Serve as a strategic partner to leadership across business, legal, and nonprofit initiatives. • Protect executive time through effective calendar, priority, and workflow management. • Coordinate high-level projects and ensure deadlines, deliverables, and priorities remain on track. • Draft executive communications, reports, presentations, and internal documentation. • Anticipate operational needs and proactively implement solutions. • Lead operational planning and execution of conferences, summits, board meetings, and special initiatives. • Coordinate vendors, venues, stakeholders, attendees, and project timelines. • Manage project plans, budgets, logistics, and implementation schedules. • Monitor project progress and resolve operational challenges proactively. • Ensure successful execution of high-visibility events and strategic initiatives. • Build and improve systems, workflows, dashboards, and operational processes. • Develop SOPs, reporting structures, and project management frameworks. • Track organizational metrics, goals, and operational performance. • Coordinate cross-functional initiatives among internal and external stakeholders. • Identify process improvement opportunities and implement scalable solutions. • Act as a professional point of contact for executives, board members, partners, vendors, and external organizations. • Coordinate communications with strategic partners and community stakeholders. • Support board initiatives, coalition activities, and organizational programs. • Prepare meeting materials, summaries, and executive briefings. • Maintain confidentiality and professionalism when handling sensitive information.

• Oversee the day-to-day recruitment process across multiple client roles • Assign and prioritize requisitions based on business needs and team capacity • Manage, mentor, and support Recruitment Admins to ensure quality and productivity • Conduct interviews and assess candidates against client requirements • Review candidate endorsements before submission to clients • Personally source candidates for priority, urgent, or difficult-to-fill roles when needed • Monitor recruitment pipelines, hiring timelines, and recruiter performance • Collaborate with Sales and Client Success teams to ensure hiring goals are met • Identify opportunities to improve recruitment processes, systems, and efficiency • Assist with onboarding and training new recruiters

• Monitor trademark applications with the USPTO and international trademark offices. • Track filing deadlines, renewal dates, and responses through a docketing system. • Maintain accurate and organized IP portfolios and digital client files. • Prepare and submit trademark filings, renewals, and correspondence under attorney supervision. • Coordinate with clients, the USPTO, and international associates regarding filings and case updates. • Conduct research on IP-related issues as requested by the attorney. • Manage client correspondence related to trademark filings, renewals, and portfolio updates. • Ensure prompt, professional, and clear communication with clients and external partners.

• Respond to customer inquiries via email and occasional phone calls • Provide updates on orders, timelines, and general product inquiries (training provided) • Maintain clear, professional communication and escalate issues when needed • Prepare and send customer quotes • Enter and process sales orders accurately • Review order details (pricing, quantities, shipping, etc.) • Track orders from entry to completion and ensure data accuracy • Manage incoming OEM inquiries and complete internal intake forms • Coordinate with engineering/production teams for feasibility and quoting • Send quotes or updates to customers and process approved orders • Follow up on open quotes to improve conversion • Conduct post-order follow-ups and customer feedback surveys • Support customer retention through consistent communication • Work closely with operations and production teams to track timelines • Participate in internal meetings for project and order updates • Use tools such as Outlook, Excel, and internal systems (e.g., Fulcrum – training provided) • Maintain organized records and support process improvements • Handle occasional inbound calls (low volume, not required) • Support general admin and coordination tasks as needed

• A detail-oriented and highly organized Bookkeeper is required to support a growing CPA practice serving monthly retainer clients • This role focuses on full-cycle bookkeeping, reconciliations, financial reporting, and maintaining clean accounting records within established firm procedures • Perform full-cycle bookkeeping for multiple monthly retainer clients • Record and categorize transactions in QuickBooks Online • Perform bank and credit card reconciliations • Maintain general ledger accuracy • Clean up and organize historical bookkeeping records when needed • Generate financial reports (P&L, Balance Sheet, Cash Flow) • Prepare supporting schedules for internal CPA review • Ensure documentation is organized and audit-ready • Maintain high attention to detail across multiple client files

• Edit long-form content such as podcasts and YouTube videos into polished final outputs • Clip podcast and speech content into short-form videos (Reels, Shorts) • Edit and produce high-performing short-form content optimized for social media • Create engaging social media assets including carousels, thumbnails, and short-form content • Upload and schedule content across platforms using tools such as Metricool • Ensure consistent content output and maintain content pipeline ahead of schedule • Support execution of email and SMS campaigns using tools like GHL • Track key performance metrics across platforms including: YouTube (views, subscribers), Instagram (followers, growth, engagement), Email marketing (open rates, click rates), SMS campaigns (responses, conversions) • Assist in planning content aligned with launches, campaigns, and key dates

• Develop and execute marketing strategies that increase brand visibility and attract both clients and candidates. • Plan and lead marketing campaigns across multiple platforms to support company growth. • Identify opportunities to improve brand positioning, lead generation, and talent attraction. • Lead the development and execution of content strategies across social media platforms. • Create meaningful and engaging content that highlights the company’s services, culture, and success stories. • Improve the company’s social media presence and engagement through innovative and strategic initiatives. • Strengthen the company’s messaging and positioning across all digital channels. • Ensure consistency in brand voice, tone, and visual identity. • Communicate the company’s value proposition clearly to both clients and remote professionals. • Work closely with recruitment, operations, and leadership teams to gather insights and align marketing initiatives with company goals. • Monitor marketing performance metrics and continuously refine strategies based on insights.

• Provide administrative, operational, and coordination support to a business leader • Manage calendars, schedule meetings, and coordinate appointments • Conduct first-round screening interviews for job applicants • Review resumes and update applicant tracking system (ATS) • Maintain and update operational systems and databases • Support team coordination and project monitoring • Assist with training documentation and professional organization support • Ensure quality assurance in communication standards

• A hands-on, execution-focused Growth Marketing Operator is needed to drive measurable growth across multiple digital channels using AI as a productivity multiplier • Build, launch, track, and optimize campaigns independently • Comfortable owning execution across email, paid ads, SEO, analytics, and automation workflows • Must be data-driven, systems-oriented, and confident managing multiple performance channels simultaneously • Email Marketing (Klaviyo): Create and send at least one email campaign per week, own copywriting, design, segmentation, and performance analysis • Optimize subject lines, flows, and targeting based on data • Maintain clean list hygiene and segmentation logic • Paid Advertising (Google Ads): Manage campaigns end-to-end, conduct keyword research, write ad copy, manage bidding strategies, monitor budgets, and optimize performance • Improve conversion rates through ongoing testing • SEO & Content Optimization: Update and optimize blog content, monitor keyword rankings and search performance, implement on-page SEO improvements, identify new keyword opportunities and content gaps • Analytics & Tracking Infrastructure: Manage GA4 tracking and reporting, maintain Google Search Console, configure Google Tag Manager (GTM), create and validate UTM parameters, ensure accurate attribution across channels, produce actionable performance reports • AI & Workflow Automation: Use AI tools daily for copy, research, analysis, and reporting, implement workflow automation using tools such as Zapier • Social Media & Content Repurposing: Develop structured content plans, repurpose long-form content using AI tools, support distribution across relevant social platforms • Research, Testing & Experimentation: Run structured A/B tests across channels, analyze performance results, document findings and implement iterative improvements consistently