STAFFVIRTUAL

• Plan and manage projects from initiation through completion, including scope, timelines, milestones, and deliverables. • Coordinate cross-functional teams including engineering, product, and operations to ensure smooth execution of initiatives. • Track project progress and proactively identify risks, dependencies, and potential blockers. • Help teams maintain momentum by facilitating coordination and removing obstacles that impact delivery. • Support Agile development practices and delivery tracking where appropriate. • Work closely with product and engineering teams to translate business objectives into actionable project plans. • Maintain clear documentation of project requirements, decisions, and progress. • Maintain project and portfolio visibility using Jira and related tools. • Provide leadership with clear updates on project status, timelines, risks, and resource needs. • Ensure assigned projects, epics, and tasks are consistently documented and tracked to promote transparency and accountability. • Serve as a key communication bridge between leadership, product stakeholders, and technical teams. • Prepare and share regular project status updates and ensure stakeholders remain aligned on priorities and expectations. • Escalate issues or decisions when necessary to maintain forward progress. • Identify opportunities to improve project management practices, collaboration, and delivery processes. • Support the adoption of consistent project tracking and documentation practices across the organization. • Help implement practical processes that improve efficiency without adding unnecessary overhead. • Leverage project data and existing scorecards to monitor organizational priorities and project performance. • Build and maintain dashboards that provide visibility into project timelines, delivery metrics, and operational trends. • Help leadership understand capacity, project progress, and potential delivery risks.

• Conduct initial client intake by communicating with clients via phone and gathering relevant information needed to build and update case files • Maintain accurate client records and organize case information to support attorneys and legal staff • Serve as a point of contact for clients by providing updates, answering basic inquiries, and ensuring clear communication between clients and the legal team

• Manage both the professional operations of the clinic and high-priority administrative tasks • Handle calls with a professional, empathetic tone • Collect co-pays/deductibles at the time of service • Coordinate with the biller to resolve underpaid claims and communicate with clients regarding denials • Act as the first point of contact for billing concerns, resolving them with emotional intelligence and clarity • Utilize QuickBooks and Google Spreadsheets to track daily office expenses, tax-related documents, and bank statements • Implement systems to put recurring bills on autopay and streamline office workflows • Maintain a meticulously color-coded and organized digital/physical filing system • Monitor and respond to emails at least 3x daily, ensuring a "don't worry, I'll take care of this" level of service • Responsible for seeing tasks through to 100% completion without being reminded

• Oversee 24/7 monitoring of client Google Business Profiles for new reviews, policy violations, and reputation risks. • Develop and maintain standardized response frameworks for both positive and negative feedback. • Ensure all client reviews receive timely, professional attention in alignment with each brand's voice and guidelines. • Lead the end-to-end dispute process for reviews that violate Google's policies, including low-quality content, profanity, harmful material, bullying/harassment, discrimination, hate speech, and personal information exposure. • Build and refine internal best practices for flagging and escalating disputes through Google's formal complaint channels. • Track dispute outcomes and maintain detailed records of all flagged reviews, star ratings, dispute submissions, and removals. • Stay current on Google's evolving review policies and platform guidelines to maximize dispute success rates. • Manage and optimize Incline's customer survey and review routing tools to guide satisfied customers toward submitting high-star reviews. • Collaborate with Client Success Teams to identify opportunities to improve review volume and average ratings. • Leverage AI-powered tools to analyze client review data, identify recurring themes, and surface actionable insights. • Deliver regular reporting to clients and internal stakeholders covering flagged reviews, dispute outcomes, removals, and overall sentiment trends. • Translate data findings into concrete recommendations that help clients improve customer experience and service delivery. • Manage a team of dispute specialist and review coordinators, to proactively provide high-quality services and results. • Determine staffing requirements for growing the program, ensuring that it scales efficiently. • Establish scalable workflows, SOPs, and quality standards for the in-house review management function. • Serve as the internal subject matter expert on review management platforms, tools, and Google Business Profile best practices.

• Review live and pending Meta campaigns for accuracy in settings, budgets, audiences, creatives, and naming conventions • Monitor campaign pacing to ensure budgets are spending appropriately relative to plan; flag under- or over-spend issues promptly • Verify URLs, UTMs, and destination functionality prior to and after launch • Perform daily delivery checks and identify anomalies or errors for escalation • Assist with campaign setup using provided briefs and step-by-step instructions • Ensure correct creative versions are used and aligned with launch requirements • Clearly communicate errors, risks, or pacing concerns to senior team members • Track identified issues through resolution to ensure no gaps in execution • Independently build campaigns from approved briefs • Perform repeatable maintenance tasks (pausing, duplicating, budget updates)

• Maintain Windows-based networks • Troubleshoot workstation, network, and server issues • Support Intelinet Cloud Solution • Manage diverse technologies including Fortinet, Barracuda, Cisco Meraki, and Ubiquiti • Design and deploy functional networks (LAN, WLAN, WAN, VPN) • Configure and manage Fortinet security policies, SD-WAN, VPNs, etc. • Deploy and support Ubiquiti UniFi gateways, switches, and wireless infrastructure • Monitor network performance and integrity • Conduct regular network performance testing • Create and oversee security measures

• Prepare and maintain financial records to track the organizations assets, liabilities, profit and loss, tax liabilities and other related financial activities • Provide leadership for entry level and intermediate accountants by instructing them on how to complete more complex financial operations • Oversee and provide leadership to entry level and intermediate staff accountants • Provide feedback and constructive input for performance evaluations • Assist with training programs for new staff and identify training needs for current staff • Oversee and comment on the work of others • Perform general cost accounting and other related duties for the organization • Prepare monthly balance sheets, income statements, and profit and loss statements • Maintain the general ledger • Code invoices, set up new accounts, reconcile accounts, and close the monthly books • Reconcile bank accounts at least monthly, verify deposits, and address inquiries from banks • Reconcile cash disbursement accounts, payroll, customer accounts, and other financial accounts; manage accounts receivable collections • Verify and/or complete payment of invoices associated with accounts payable and ensure payments are charged to the appropriate accounts • Provide outside auditors with assistance; gather necessary account information and documents to perform annual audit • Coordinate with software vendor to maintain accounting software systems; recommend updates to enhance the accounting software • Manage the purchasing and invoicing system • Maintain knowledge of acceptable accounting practices and procedures • Perform other related duties as assigned

Role Description As a Payment Application Representative I, you will be responsible for the timely and accurate application of customer payments to accounts receivable. This entry-level position plays a key role in maintaining financial accuracy and providing excellent internal customer service to ensure efficient financial operations. - Provide phone support, including handling inbound and outbound calls, responding to inquiries, and delivering timely, professional assistance for customer payments. - Apply customer payments to appropriate accounts and invoices in a timely and accurate manner. - Research and resolve unidentified payments, short pays, overpayments, and misapplied cash. - Reconcile daily cash receipts and ensure all discrepancies are resolved. - Collaborate with the Accounts Receivable and Customer Service teams to resolve account issues. - Maintain customer records by updating payment data and notations in the system. - Assist in month-end closing procedures as needed. - Generate and maintain reports related to cash application. - Respond promptly to inquiries from internal departments regarding payment status and issues. - Support continuous improvement initiatives within the department. - Perform other administrative tasks and duties as assigned. Qualifications - 1+ year of experience in accounts receivable, payment processing, data entry, or a related financial role. - Phone support experience. - Strong attention to detail and organizational skills. - Basic understanding of accounting principles and practices. - Proficient in Microsoft Office, particularly Excel. - Ability to work independently and as part of a team. - Effective written and verbal communication skills. Requirements - Associates or Bachelors degree in Accounting, Finance, or related field (preferred). - Experience with ERP systems (e.g., NetSuite, SAP, Oracle) (preferred). - Familiarity with lockbox payments, ACH, credit card processing, and other electronic payment methods (preferred). Benefits - Competitive compensation and benefits package. - HMO coverage starting on Day 1 with free dependent coverage. - De minimis and allowances. - Paid time offs. - Company-provided work setup (laptop, monitor, accessories). - Training, career growth, and global exposure. - A collaborative and supportive team culture.

• Support the legal team by gathering case information • Maintain clear communication with clients • File bankruptcy cases through the Pacer system • Contact clients via phone, email, and text • Explain the FCRA process • Facilitate the secure download of credit reports for attorney review • Train interns on providing effective assistance • Perform additional administrative duties related to Chapter 13 bankruptcy

• Provide responsive, high-quality support across tickets, email, phone, and chat • Resolve customer issues with empathy, accuracy, and efficiency • Collaborate with the support team via Slack and Google Workspace • Manage and track customer interactions using Gorgias • Adapt to customer needs without relying on strict scripts • Suggest improvements to enhance customer support processes