Staff4Half

• Manage calendars for leaders, schedule and coordinate meetings and calls, handle email and phone communications, prepare agendas and materials, and take meeting notes. • Maintain organized digital legal systems, support project coordination and track deadlines, assist with client deliverables and proposals, and coordinate with team members and external partners. • Draft and proofread communications in English and Spanish, maintain templates and SOPs, and ensure information is handled with discretion. • Support special projects, research, and tasks that enable leaders to focus on strategic priorities.

• Provide administrative and strategic support to the CMO in daily operations. • Assist in the development and execution of marketing plans and campaigns. • Coordinate logistics for firm-sponsored events, webinars, and sponsorships. • Maintain marketing databases, mailing lists, and CRM systems. • Draft, proofread, and format marketing materials, proposals, presentations, and newsletters. • Conduct market research, competitive analysis, and track industry trends. • Support business development efforts including RFPs, pitch documents, and client presentations. • Collaborate with attorneys and practice groups to gather content and updates for marketing use. • Liaise with external vendors, designers, and consultants as needed. • Monitor the firm’s digital presence including website content and social media channels.

• Develop, implement, and optimize outbound sales strategies that drive pipeline growth • Manage and mentor a team of sales reps or strategists • Identify new lead sources and market opportunities to expand client base • Own high-level sales conversations and close deals with key decision-makers • Oversee CRM usage ensuring clean, accurate data for forecasting and reporting • Launch and oversee multi-channel outreach campaigns via calls, email, and LinkedIn • Coordinate with internal stakeholders to align sales strategies with recruiting and operational capacity • Provide regular sales performance updates to leadership

• Manage calendars for senior leaders, schedule and coordinate meetings and calls, handle email and phone communications, prepare agendas and materials, and take meeting notes • Maintain organized digital filing systems, prepare expense reports and process invoices, support project coordination and track deadlines, assist with client deliverables and proposals, and coordinate with team members and external partners • Coordinate travel arrangements, itineraries, and logistics; support virtual and in-person event planning as needed • Draft and proofread communications in English and Spanish, maintain templates and SOPs, and ensure information is handled with discretion • Support special projects, research, and tasks that enable leaders to focus on strategic priorities

• Launch and manage outbound outreach campaigns (cold calls, emails, LinkedIn) to identify new prospects. • Engage with both warm and cold leads to qualify interest and book discovery calls with decision‑makers. • Join discovery calls with potential clients. • Maintain CRM data: ensure accurate logging of leads, calls, emails, outcomes, statuses, and next steps. • Support sales operations: prepare slides, manage inboxes, document follow‑up communications, and help keep the funnel moving smoothly.

• Manage social media presence across LinkedIn, Instagram and TikTok • Create content including posts, graphics, and short-form videos • Plan and execute paid advertising campaigns (Meta Ads) • Develop marketing strategies to attract clients and talent • Track performance metrics and optimize campaigns based on data • Help improve our website content and user experience

• Research and evaluate new platforms, tools, and strategies to generate high-quality leads • Launch and manage outbound campaigns via calls, email, and LinkedIn • Engage with warm and cold leads to book and lead discovery calls • Conduct sales calls with prospective clients, identifying pain points and presenting solutions • Keep our CRM organized, updated, and optimized for tracking performance • Manage the sales calendar and coordinate with recruiters and leadership on key meetings • Support sales operations with admin tasks such as slide preparation, inbox management, and follow-up documentation

• Calendar Architecture: Optimize the CEO’s schedule to protect "Focus Time" for high-level firm strategy and growth. • Leadership Liaison: Serve as a bridge between the CEO (Vision) and the COO (Execution), ensuring that leadership remains aligned on all firm initiatives. • Bilingual Intake: Lead initial recruitment and intake calls with potential clients in both English and Spanish, ensuring a professional and empathetic first impression. • Documentation Management: Collect and organize critical client documentation, including financial records and legal files, ensuring everything is ready for the legal team. • Strategic Monitoring: Coordinate and track the progress of firm-wide projects across marketing, technology, and legal operations. • Team & Vendor Accountability: Follow up with suppliers and internal team members to ensure milestones are met and initiatives stay on track. • Systems Building: Document standard operating procedures (SOPs) and help build the internal systems that will allow the firm to scale its caseload efficiently.

• Manage entrepreneur's calendar and schedule appointments, meetings, and travel arrangements. • Oversee email communication, prioritizing messages, and responding to inquiries in a timely and professional manner. • Organize and maintain filing systems (both physical and digital) for all three businesses. • Prepare presentations, reports, and other documents as needed. • Manage travel logistics, including booking flights, hotels, and ground transportation. • Research and compile information on various topics as requested by the entrepreneur. • Assist with expense tracking and other financial tasks. • Proactively identify and solve problems, anticipating the entrepreneur's needs. • Maintain strict confidentiality regarding all business matters.

• Launch and manage outbound outreach campaigns (cold calls, emails, LinkedIn) to identify new prospects. (HeyReah & Ring Central) • Engage with both warm and cold leads to qualify interest and book discovery calls with decision‑makers. • Join discovery calls with potential clients. • Maintain CRM data: ensure accurate logging of leads, calls, emails, outcomes, statuses, and next steps. • Support sales operations: prepare slides, manage inboxes, document follow‑up communications, and help keep the funnel moving smoothly.