Savvital

Role Description Savvital is seeking a highly organized, detail-oriented, and proactive Virtual Assistant to manage administrative workflows, calendars, and project pipelines. This role is deeply embedded in our day-to-day operations, requiring a reliable professional who can maintain seamless coordination across teams and clients. The ideal candidate brings a strong foundational understanding of professional services environments, standard operating procedures, and structured task management. Duties and Responsibilities - Practice & Database Management: Take full ownership of Firm360 to handle the firm database, securely share client documents, and create, assign, and track daily tasks. During peak tax seasons, Firm360 management will comprise 80-85% of your core daily workload, making database proficiency crucial. - Administrative Support: Efficiently manage complex calendars, book meetings, handle daily administrative scheduling, and resolve scheduling conflicts to keep operations moving smoothly. - Project Tracking & Document Control: Monitor ongoing project progress across the firm, maintain comprehensive and confidential client documentation, and ensure no tasks fall through the cracks. - Process Execution: Utilize existing SOPs, guidelines, cheat sheets, and forms to ensure all operational tasks are completed accurately, consistently, and in alignment with company standards. Qualifications - Proven, hands-on experience using Firm360 is strictly required to be considered for this role. - A solid understanding of the professional services environment (such as CPA firms or law firms) is essential to navigate the workflow effectively. - Strong general understanding of working with established SOPs, forms, and practice management databases. - Exceptional attention to detail, proactive progress management, strong document organization capabilities, and the ability to work independently under tight deadlines. Requirements - Proven, hands-on experience using Firm360. - Familiarity with professional services environments. - Operational skills with established SOPs and practice management databases. - Core competencies in attention to detail and document organization. Benefits - Base Salary: Market Competitive. - Allowances: Internet, Electricity, and Wellbeing. - Health: Medical Insurance for you. - Growth: Performance-based bonuses, annual increments, and company-wide success bonuses.

• Answer and direct incoming calls in a highly courteous, professional, and welcoming manner • Monitor and respond to emails and online inquiries promptly, professionally, and efficiently • Schedule appointments and actively manage calendars and meeting room slots for staff as needed • Provide general information about the company, products, or services to clients and customers with complete clarity • Maintain accurate, real-time records of client interactions and update database information in the CRM system • Help with light administrative tasks including data entry, document preparation, and system organizing • Coordinate and manage the virtual ordering of office supplies and administrative essentials • Handle local coordination tasks such as placing lunch orders for scheduled on-site team meetings • Communicate effectively with internal teams and departments to ensure overall operational harmony

• Manage and prioritize the executive’s inbox daily, ensuring timely responses and organization. • Maintain and optimize calendar scheduling, including coordinating meetings and appointments. • Organize meeting agendas, follow-ups, and action items. • Protect executive time by filtering and prioritizing communications and requests. • Serve as a central communication hub between the executive and internal team members. • Act as a gatekeeper by redirecting inquiries and tasks to appropriate team members. • Ensure accountability by tracking delegated tasks and follow-ups. • Answer and manage incoming phone calls and virtual meetings professionally in English and Spanish, as needed. • Assist in coordinating day-to-day activities and operational priorities. • Track ongoing projects and ensure tasks are completed on time. • Maintain organized digital files, records, and documentation. • Support workflow management and administrative processes to improve operational efficiency.

• Manage and prioritize the executive’s inbox daily, ensuring timely responses and organization. • Maintain and optimize calendar scheduling, including coordinating meetings and appointments. • Organize meeting agendas, follow-ups, and action items. • Protect executive time by filtering and prioritizing communications and requests. • Serve as a central communication hub between the executive and internal team members. • Act as a gatekeeper by redirecting inquiries and tasks to appropriate team members. • Ensure accountability by tracking delegated tasks and follow-ups. • Answer and manage incoming phone calls and virtual meetings professionally in English and Spanish, as needed. • Assist in coordinating day-to-day activities and operational priorities. • Track ongoing projects and ensure tasks are completed on time. • Maintain organized digital files, records, and documentation. • Support workflow management and administrative processes to improve operational efficiency.

• Build, optimize, and maintain a clean HubSpot environment. • Create clear process maps for team understanding. • Structure and oversee sales pipelines. • Identify bottlenecks and recommend automation solutions. • Build data-driven dashboards.

Role Description We are looking for a systems-minded HubSpot Revenue Operations Manager to help design, build, and scale our Revenue Operating System. Let's be clear from the start: This is NOT a data-entry role, nor is it a traditional, passive HubSpot administrator position. We need an architect—someone who can look at our business strategy and translate it into clean, automated, and highly efficient marketing and sales infrastructure. You will be responsible for mapping processes, building complex workflows, and ensuring our data gives us a clear picture of our growth. Key Responsibilities - HubSpot Architecture & Workflow Design: Build, optimize, and maintain a clean HubSpot environment that connects our marketing and sales efforts seamlessly. - Process Mapping & Documentation: Don't just build it—document it. You'll create clear process maps so the team understands how the systems function. - Sales Pipeline Management: Structure and oversee pipelines to ensure leads move smoothly and sales reps can focus on closing. - Automation & Optimization: Proactively identify bottlenecks in our current setup and recommend/implement smart automation solutions. - Dashboards & KPI Development: Build data-driven dashboards that provide real-time visibility into revenue metrics and team performance. - Growth Infrastructure: Help design and develop tracking systems for referrals and lead-generation campaigns. Qualifications - Deep HubSpot Expertise: You know the platform inside and out and view it as an ecosystem, not just a CRM. - Systems Thinking: You naturally look at a business problem and see the step-by-step process needed to solve it. - Strong Communication: Excellent written and verbal English skills are a must. You can explain complex technical setups to non-technical stakeholders clearly. - Cross-Functional Experience: A proven track record of supporting and aligning sales and marketing teams. - Strategic Execution: You are comfortable taking high-level business goals and turning them into practical, operational systems. Requirements - Must be fully comfortable and willing to work during U.S. business hours. - The individual who interviews must be the person executing the daily work. White-labeling or outsourcing this role is strictly prohibited. - A camera-on interview is required for all stages of the selection process. Benefits - Base Salary: Market Competitive. - Allowances: Dedicated allowances for Internet, Electricity, and Wellbeing. - Medical Insurance: Comprehensive health coverage included. - Performance Incentives: Tiered appointment bonuses, revenue-based incentives, and annual increments. - Success Sharing: Company-wide success bonuses.

Role Description As an Executive Assistant / Project Coordinator, you will provide high-level executive and operational support to the CEO, COO, and CFO of one of Savvital's US-based clients. This is a strategic, high-visibility role requiring a proactive, resourceful, and highly organized professional who can operate as a trusted right hand to leadership. You will manage executive priorities, coordinate cross-functional projects, and ensure seamless communication across stakeholders. The ideal candidate is ambitious, tech-savvy, confident, creative, and exceptionally articulate, with the ability to anticipate needs and execute with precision in a fast-paced virtual environment. Qualifications - 2+ years of experience in executive support, project coordination, or similar high-level administrative roles (experience supporting C-suite preferred). - Highly proactive with strong initiative and forward-thinking mindset. - Confident, polished, and articulate communicator with exceptional written and verbal skills. - Strong multitasking and organizational abilities, with the capacity to manage multiple priorities simultaneously. - Tech-savvy and comfortable working in digital, remote collaboration environments. - Professional, discreet, and experienced in handling confidential information. - Strong presentation coordination and webinar support experience. - Strategic thinker with high emotional intelligence and a solution-oriented mindset. - Detail-oriented with strong big-picture awareness. - Strong customer service orientation and stakeholder management skills. - Proficient with MS 365. - ClickUp is a huge plus. Requirements - Manage complex executive calendars, scheduling, and meeting coordination across multiple time zones. - Anticipate leadership needs and proactively resolve scheduling conflicts or competing priorities. - Prepare executive briefing materials, reports, presentations, and strategic communications. - Handle high-level email correspondence and professional phone communication on behalf of leadership. - Maintain discretion and confidentiality when handling sensitive information. - Support cross-functional initiatives from planning through execution. - Track deliverables, timelines, and follow-ups to ensure accountability and progress. - Prepare meeting agendas, document notes, and manage action items to ensure alignment. - Identify process improvement opportunities and present structured recommendations to leadership. - Assist in developing systems that improve operational efficiency and clarity. - Draft high-quality internal and external communications; strong creative writing skills are required. - Assist with presentations, webinars, and executive-facing materials. - Provide exceptional stakeholder communication and customer service. - Represent executive leadership professionally in all written and verbal interactions. Benefits - Market-competitive base salary. - Performance-based incentives. - Allowances for internet, electricity, and wellbeing. - Medical insurance coverage. - Annual bonuses and increments. - Company-wide success bonuses.

Role Description As a Sales Development Representative (SDR) at Savvital, you are the first impression of our organization. You are not simply booking meetings; you are opening doors, creating opportunities, and directly driving company growth. This is a high-impact, performance-driven position designed specifically for individuals who are disciplined, resilient, and hungry to build a career in sales. We are looking for professionals who show up every day with urgency, professionalism, and a positive attitude. What You'll Be Doing - Prospecting & Outreach: Identifying and researching target accounts, locating key decision-makers, and executing outbound prospecting strategies through cold calls, emails, and LinkedIn. - Appointment Generation: Managing multi-touchpoint follow-up sequences to generate qualified appointments for our Business Consultants and ensuring smooth pipeline handoffs. - CRM & Record Maintenance: Managing and updating prospect records inside our CRM platform to maintain immaculate activity tracking and data hygiene. - Skill Development: Continuously refining your core messaging, objection handling, and sales execution by participating in call reviews and implementing constructive feedback. Performance Expectations - Outbound calling and email activity volumes - Total qualified appointments booked and final appointment show rates - Revenue generated from booked meetings - Precision in CRM pipeline hygiene and data accuracy Qualifications - Communication: Exceptional verbal and written English communication skills, with the absolute confidence to speak directly with international business owners and executives. - Work Style: Strong organizational habits, excellent time management, and the ability to work completely independently in a stable remote environment. - Technical Setup: High attention to detail along with a highly reliable internet connection and a quiet, professional remote workspace. - Experience: Prior experience in outbound sales, lead generation, or cold calling is preferred but not mandatory. We place a far higher value on work ethic, discipline, and natural competitive drive. Benefits - Base Salary: Market Competitive. - Allowances: Dedicated allowances for Internet, Electricity, and Wellbeing. - Medical Insurance: Comprehensive health coverage included. - Performance Incentives: Tiered appointment bonuses, revenue-based incentives, and annual increments. - Success Sharing: Company-wide success bonuses.

• Rating commercial insurance policies, building comprehensive carrier applications, and handling the quoting and requoting process to ensure optimal coverage options. • Completing, updating, and processing standard ACORD forms to prepare highly accurate policy documentation for carrier submissions. • Managing the full lifecycle of policy servicing, including handling endorsements, processing policy updates, and issuing Certificates of Insurance (COIs). • Conducting proactive renewal follow-ups, managing renewal email communication sequences, and executing policy cancellations accurately. • Maintaining immaculate, up-to-date client and policy records inside the agency management platforms and conducting routine CRM and carrier platform audits. • Functioning as a reliable bridge between top U.S. insurance carriers and internal agency team members to ensure smooth policy progression, binding, and issue resolution.

• Rating commercial insurance policies, building comprehensive carrier applications, and handling the quoting and requoting process to ensure optimal coverage options. • Completing, updating, and processing standard ACORD forms to prepare highly accurate policy documentation for carrier submissions. • Managing the full lifecycle of policy servicing, including handling endorsements, processing policy updates, and issuing Certificates of Insurance (COIs). • Conducting proactive renewal follow-ups, managing renewal email communication sequences, and executing policy cancellations accurately. • Maintaining immaculate, up-to-date client and policy records inside the agency management platforms and conducting routine CRM and carrier platform audits. • Functioning as a reliable bridge between top U.S. insurance carriers and internal agency team members to ensure smooth policy progression, binding, and issue resolution.