Outsource Access Careers

• Lead inbound calls with genuine empathy, turning anxious homeowners facing fire, water, or mold damage into calm, confident clients who know they are in safe hands. • Proactively communicate daily updates across homeowners, project managers, field crews, and insurance adjusters so no project milestone or detail drops through the cracks. • Spot project delays, scheduling conflicts, or communication gaps early, solving issues proactively before they escalate into customer complaints. • Track, document, and relay critical scope approvals, carrier requests, and adjuster inquiries to ensure seamless documentation and project approvals.

• Expertly handle invoice processing, coding, tracking, and payment entry to ensure flawless accounts payable and accounts receivable activities. • Utilize deep expertise in Yardi Voyager 7S and procure-to-pay workflows to seamlessly process transactions and maintain exceptionally accurate accounting records. • Proactively review billing information and financial data to identify discrepancies, correct errors, and uphold the highest standards of financial accuracy. • Think critically, recommend workflow improvements, and collaborate closely with leadership to build more efficient accounting practices.

• Actively identify and develop new business opportunities in the US market through targeted outbound prospecting via cold calling, email campaigns, Apollo.io, and LinkedIn Sales Navigator. • Conduct professional discovery meetings with decision-makers to uncover their business objectives, educating them on industry best practices and strategic solutions. • Navigate the entire sales cycle by delivering engaging virtual presentations, preparing pricing proposals, professionally negotiating terms, and ultimately closing new business. • Serve as a trusted advisor to executives, building long-term relationships while maintaining an impeccably accurate CRM pipeline.

• Turn long-form webinars, coaching sessions, and talking-head videos into highly engaging, perfectly formatted short-form clips (Reels, TikToks, Shorts) that instantly grab attention and showcase expert authority. • Fully manage and schedule content across all major social media platforms, writing platform-specific captions and keeping the brand's online presence consistently active and engaging. • Maintain and update ClickFunnels pages, ensuring landing pages, lead magnets, and campaign forms function seamlessly to convert viewers into prospects. • Drive deep audience engagement by monitoring comments and DMs daily, segmenting email campaigns, and guiding prospects into the correct product channels.

• Design, build, and deploy custom AI chatbots, agents, and automated reports. • Integrate AI models with core business systems using APIs and automation frameworks to reduce manual hours. • Architect and maintain a unified knowledge base across multiple brands, continuously cleaning reference data. • Create polished presentations and spreadsheets from AI outputs to support leadership decisions.

• Be the lightning-fast first point of contact, responding to inbound inquiries in under 5 minutes • Execute 150–175 strategic outbound calls daily to past borrowers and warm lists • Log every interaction in HubSpot in real time • Vet leads rigorously and book qualified appointments directly into the pipeline

• Design, build, and optimize advanced HubSpot workflows that automate processes across Sales, Onboarding, and Client Success. • Configure and maintain ticket pipelines, client status automations, Service Hub settings, and Knowledge Base architecture. • Translate business processes and SOPs into scalable automation solutions. • Continuously identify opportunities to improve operational efficiency through automation and system enhancements. • Build, maintain, and troubleshoot integrations between HubSpot and third-party business applications. • Develop and support custom code actions to extend HubSpot functionality. • Work with APIs, webhooks, and automation tools to create reliable system integrations. • Leverage AI-assisted development tools, including Claude Code, to accelerate custom solutions and workflow development. • Troubleshoot technical issues related to workflows, integrations, and platform functionality. • Maintain the integrity of HubSpot data through regular audits, property management, and database cleanup. • Ensure CRM architecture supports accurate reporting, operational efficiency, and long-term scalability. • Standardize records, properties, and processes to maintain a reliable single source of truth. • Build and maintain dashboards that provide visibility into operational performance and key business metrics. • Generate reports to identify trends, bottlenecks, and opportunities for improvement. • Create documentation, Loom training videos, and process guides to support internal users. • Serve as the primary HubSpot resource for troubleshooting, training, and platform best practices.

• Execute day-to-day bookkeeping and accounting tasks with exceptional accuracy for our diverse clients. • Manage the full cycle of accounts payable and receivable, including invoice processing, payment tracking, and collections. • Conduct routine bank and credit card reconciliations to ensure all financial transactions are accounted for and properly posted. • Record financial data promptly and accurately across multiple accounting platforms. • Support month-end and year-end closing procedures to ensure timely and accurate financial reporting. • Prepare standard financial statements (P&L, Balance Sheet) and create ad hoc reports as requested by clients or internal teams. • Analyze financial data to provide clear updates and answer queries from clients and management. • Serve as a reliable accounting contact for clients, communicating proactively and professionally to clarify financial information. • Maintain pristine and organized financial records within various accounting platforms like QuickBooks, Xero, and SAP. • Uphold strict compliance with relevant accounting standards and individual client policies. • Guarantee the confidentiality and security of all sensitive financial information at all times. • Ensure the integrity of financial data through regular reviews and validation.

• Protecting the Ad Spend: You will systematically audit client accounts every 36 to 48 hours, aggressively monitoring budget pacing to prevent overspending and immediately mitigating any wasteful spend. • Driving Campaign Clarity: By maintaining meticulous data accuracy and pulling insights from Google Ads and Analytics, you will turn complex numbers into actionable weekly flash reports and clear Looker Studio dashboards. • Building the Foundation: You will conduct robust keyword research, identify crucial negative keywords, and flawlessly execute ad setups to ensure client campaigns launch smoothly and reach the exact right audience. • Earning Your Autonomy: You will begin under a structured prior-approval protocol, meticulously documenting your actions in an Optimization Journal. As you prove your mastery of our SOPs and systems over your 90-day probation, you will earn the authority to make independent, high-level platform changes.

• Manage the CEO’s calendar, communications, and priorities, ensuring time is optimized for strategic focus. • Collaborate with the CEO on company-led projects by carrying out research, preparing briefs, and executing tasks as directed. • Conduct detailed research on specified topics, summarize findings, and deliver actionable insights or well-prepared briefs. • Anticipate needs, organize priorities, and ensure deadlines are met with precision. • Identify opportunities to create efficiencies, streamline workflows, and optimize the CEO’s daily activities. • Handle personal matters for the CEO, such as researching and planning weekend events, coordinating logistics, or managing household-related tasks. • Interface with other team members and, on occasion, the CEO’s spouse to ensure smooth coordination on overlapping tasks. • Use tools such as ChatGPT, ClickUp, Slack, Zoom, Notion, Google Suite (Calendar, Gmail, Drive, Docs, Sheets, Slides), and Go High Level to manage tasks effectively. • Follow through on assignments with high attention to detail and quality, ensuring that projects are delivered to a high standard.