WeAssist.io

• Client Project Management & Client Mapping • Partner Accountability & Follow-Through • Routine Reporting & Communication • Meeting Preparation & Action Item Extraction • System Organization & Tech Maintenance • Client Onboarding & Admin Support

• Lead Intake & Appointment Scheduling • Inbound Phone Handling & Call Routing • Outbound Calling & Customer Follow-Ups • Database Reactivation & Upsell Campaigns • CRM, Project Tracking & Simple Quoting • Social Media Management (Phase Two)

• Edit a high volume of engaging, mobile-first video content for platforms such as TikTok and Instagram • Create videos that are polished, on-brand, and designed to perform well on social media • Help ensure every video meets the client’s creative expectations • Maintain strong typography placement and visual consistency • Monitor trends on TikTok, Instagram, and other social platforms • Work closely with the Director of Post-Production and the Video Creator team

• CRM & Data Management • Donor & Volunteer Communication • Event & Program Coordination • Materials Design & Website Updates • Meeting Support & Note-Taking • Food Ordering & Budget Tracking (Phase 2)

Role Description Our client is on a mission to bring calm to the chaos of commercial insurance—and they need a rockstar Customer Service Representative to help make that happen. As their client base grows, so does the need for someone who can keep everything organized and on track: - Answering calls - Replying to emails - Processing billing and certificates - Managing policy updates - Ensuring renewals don't slip through the cracks This is your chance to be the backbone of the operation—bringing order, accuracy, and a personal touch to a team that truly values great service. If you thrive in fast-paced environments and love being the calm in the storm, this is where you belong. Qualifications - Strong working knowledge of insurance operations, particularly in commercial lines - Familiarity with insurance terminology, policy documents, and servicing workflows - Excellent communication skills—both written and verbal—with the ability to handle client interactions professionally - Strong attention to detail, organizational skills, and the ability to prioritize in a fast-paced environment - Experience or exposure to construction or contractor insurance is a HUGE plus! - Ideally using Apple products (Mac, iPhone) and are fluent in tools like Numbers, Pages, and iMessage for seamless collaboration. Requirements - Client Communication & Frontline Support - Policy Servicing & Endorsements - Billing, Payments & Compliance - Renewal Tracking & Support - Data Management & Documentation Benefits - 13th Month Bonus - Permanent work-from-home / remote set-up - Health insurance - Dental insurance - Mental health insurance - Great starting salary - Growth opportunity - Performance-based raises - Prizes and bonuses

• Serve as the primary point of contact for assigned client accounts • Build and maintain strong, trust-based relationships • Ensure consistent and proactive communication • Drive client satisfaction and long-term retention • Lead onboarding, discovery, and strategic planning sessions • Understand client goals and identify growth opportunities • Develop tailored HubSpot strategies aligned with business objectives • Act as a trusted advisor by providing actionable insights • Identify opportunities to expand engagements and increase contract value • Educate clients on additional services and platform capabilities • Guide clients on best practices across HubSpot Marketing, Sales, and Service Hubs • Translate business requirements into actionable solutions • Collaborate with internal teams including engineers and designers • Ensure timelines, deliverables, and expectations are met • Assist in developing campaigns, pitch decks, and content strategies

• Billing & Invoicing Execution • Coordinate monthly billing cycles by confirming time entries across all timekeepers • Prepare, review, and finalize pre-bills before submission • Ensure invoices are accurate, compliant, and aligned with client-specific requirements • Submit invoices on time, following strict billing guidelines and deadlines • Open and maintain new matters with correct billing structures and rates • Support reporting and tracking of billing performance metrics • Process high-volume invoices (350–420/month) with strict adherence to carrier guidelines • Ensure all documentation, approvals, and expense rules are met • Identify and resolve billing issues before submission to prevent reductions • Handle a mix of recurring and ad hoc billing requests • Execute urgent, time-sensitive invoices tied to deal closures or settlements • Manage flat-fee billing arrangements and custom billing structures • Monitor incoming payments and deduction notices via shared inboxes • Review and track invoice reductions (50–100/month) • Maintain and update AR tracking systems using Excel functions (VLOOKUP/XLOOKUP) • Provide summaries of outstanding issues and upcoming deadlines • Manage AP inbox and process incoming expense requests • Accurately input and code expenses into internal systems • Ensure all receipts and documentation are properly stored and accessible • Assist with processing and escalating payment requests

• Project Management & Team Coordination • Email & Communication Management • Founder Support • Marketing Operations & Reporting • Calendar & Meeting Management • Systems, SOPs & Organization • File & Content Operations

Role Description We are looking for an AI Engineer to join our team. This role involves designing, building, and optimizing AI-driven systems that enhance business operations. - Workflow Automation & Integration: - Design, implement, and optimize automations using tools like n8n, Make.com, and Zapier. - Build reliable integrations across Microsoft 365, Google Workspace, Slack/Teams, WhatsApp, CRMs, and more. - Ensure automations are error-resilient, scalable, and proactively monitored with smart error handling and notifications. - AI-Powered Development: - Develop AI-driven workflows such as transcription pipelines, chatbots, meeting assistants, and voice-to-form solutions. - Leverage APIs like OpenAI, Claude, ElevenLabs, and Read AI to deliver intelligent user experiences. - Fine-tune, prompt, and optimize large language models (LLMs) for task-specific use cases (e.g., summarization, classification, Q&A). - Design and deploy AI assistants, recommendation systems, and intelligent search tools that improve user experience. - Data & Reporting Systems: - Create and maintain data dashboards and automated reporting pipelines using AirTable, Google Data Studio, HubSpot, and Sheets/Excel. - Ensure data accuracy and visibility across teams and projects. - DevOps & Monitoring: - Deploy and manage AI models in production environments with continuous monitoring and performance tuning. - Establish A/B testing and evaluation frameworks for AI-driven features. - Ensure cost optimization when running models and automations on cloud platforms. - Collaboration & Documentation: - Partner with stakeholders to understand needs, map workflows, and translate requirements into technical solutions. - Document workflows, integrations, and automations to ensure transparency, scalability, and easy maintenance. Qualifications - 2+ years of experience with workflow automation platforms (n8n, Make.com, Zapier, Power Automate). - Strong knowledge of API integration principles (REST, OAuth 2.0, webhooks, JSON). - Experience automating across tools like Microsoft 365, Google Workspace, Slack/Teams, and CRMs. - Familiarity with AI/LLM APIs (OpenAI, Claude, ElevenLabs, transcription/voice tools). - Strong analytical and troubleshooting skills, with a proactive approach to reliability. - Excellent communication skills to explain technical concepts clearly to non-technical stakeholders. - Strong organizational skills and ability to map and optimize workflows end-to-end. Requirements - Full Time, PST timezone. - Be available during business hours to communicate responsively with your direct supervisor and teammates. - This is a remote position, allowing you to work from anywhere. Benefits - Endless Growth Opportunities – Your role evolves with you—take on more responsibility and leadership as you grow! - Great Starting Salary – Competitive compensation to reward your contributions. - 13th Month Bonus – Because we appreciate your hard work and dedication. - Performance-Based Raises, Bonuses & Prizes – Your growth directly impacts your compensation! - Health, Dental, and Mental Health Insurance – Comprehensive coverage to take care of you inside and out. - Proactive, Collaborative, Supportive, and Forward-Thinking Environment – Work on innovative projects alongside passionate leaders. - Permanently Remote Set-Up – Your office is wherever you want it!

• Executive & Administrative Support • Event Coordination & Logistics • Member Concierge & Resource • Membership & CRM Management (GoHighLevel) • Operational Systems & Continuous Improvement