- Process sold property files by entering sales details into Box+Dice (CRM & Trust Account Software). - Save signed contracts and sales documentation into OfficeTech. - Confirm deposit funds held in trust and liaise with solicitors as required. - Send signed contracts to solicitors and maintain accurate filing. - Prepare draft account sales, follow up on settlements, and send confirmations. - Ensure trust account transactions comply with industry regulations. - Collaborate with internal and external stakeholders to ensure smooth settlements.

Provide clinical supervision and guidance to social workers, assist in crisis management and complex cases, and consult on psychosocial issues while ensuring patients' mental health and social service needs are met effectively.

This is a remote position. What We Do At Outsource Access, we help healthcare entrepreneurs and growing medical practices scale with precision. We don’t just manage databases—we make sure that healthcare leaders have the automated systems and clean data they need to focus on what matters most: patient care and business growth. How You’ll Make a Difference - Architecting the Engine: You will design and maintain a HubSpot environment that doesn’t just store information but drives revenue, ensuring all workflows, custom objects, and sequences operate with surgical precision. - Maintaining Data Integrity: You’ll be the gatekeeper of truth, managing complex data migrations and regular audits to ensure the sales and marketing teams are never slowed down by "dirty" data or broken links. - Bridging the Tech Gap: By integrating HubSpot seamlessly with tools like ZoomInfo, Apollo, and PandaDoc, you ensure a frictionless tech stack where data flows effortlessly across every stage of the funnel. - Empowering the Team: You won't just build systems; you'll empower the people using them by creating clear documentation and providing the technical support needed to turn complex features into daily wins. Requirements ​ Is This You? - A HubSpot Power User: You live and breathe HubSpot. You have a deep understanding of CRM architecture, from advanced workflows to custom property mapping, and you take pride in a perfectly organized portal. - An Analytical Problem Solver: You don't just see a technical glitch; you see an opportunity to optimize. You enjoy diving into the "why" behind data discrepancies and finding permanent solutions. - Detail-Obsessed & Process-Driven: You believe that if it isn't documented, it doesn't exist. You are meticulous about naming conventions, property types, and ensuring every automation has a fail-safe. - Tech-Savvy: You are a quick study with new software and an expert at making different platforms "talk" to each other through native integrations and API logic. - Your Home Office: You have a dedicated, quiet workspace with a reliable, high-speed internet connection and a professional setup that allows you to thrive in a fully remote, high-accountability environment. ​ ​ Benefits Why You’ll Love Being Part of the OAmazing Team You’re not just taking a job — you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you: Your Wellness & Security Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills. Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net. Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home. Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time. Your Financial Rewards Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that. Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.

• Administer, configure, maintain, and support enterprise applications such as ERP, CRM, financial, materials management, reporting, or related systems • Perform routine system maintenance, upgrades, patches, and configuration changes in accordance with established procedures • Monitor application performance and availability, identifying and resolving issues to ensure reliable system operation • Troubleshoot and resolve moderately complex application issues, performing root-cause analysis and escalating when appropriate • Assist in analyzing application performance and usage to recommend improvements that enhance efficiency and usability • Maintain technical documentation, configuration records, and standard operating procedures • Support the implementation and enhancement of systems and tools that transform data into usable information for business users • Assist with application integrations and data flows between enterprise systems, helping ensure data accuracy and reliability • Apply and maintain application security controls, access permissions, and role-based security in accordance with company policies • Participate in application deployment, upgrade, and enhancement projects as a contributing team member • Provide advanced application support for escalated user issues beyond basic help desk support