• Serve as the primary point of contact for newly registered advisors at your assigned partner firms • Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner • Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made • Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients • Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral • Own advisor relationships from first referral through habitual usage across your assigned portfolio • Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive • Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations • Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended • Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a NetLaw representative and relationship anchor • Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process • Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage • Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team • Flag advisor disengagement patterns before they impact plan completion rates • Surface patterns, friction points, and advisor feedback on a regular cadence • Maintain accurate, current records in HubSpot — referral activity, engagement tier, milestone completion, advisor notes, and firm-level context • Contribute to the ongoing refinement of onboarding processes, advisor education materials, and engagement sequences based on what you observe in the field • Support the VP of Advisor Success in building and improving the systems, playbooks, and content that make the function scalable

• Build and activate OEM Go to Market strategy • Develop and influence top-down relationships with executive leadership at key partners • Partner across Samsara to develop a mutual Samsara/OEM value prop • Build and manage a high-performing team of Partner Account Managers

Location: Work from Home Type of Employment: Full-time Work Shift: US Business Hours (may include weekends depending on operations) About Us At OurAssistants, we connect U.S.-based home service companies with highly skilled virtual professionals. We support HVAC, plumbing, and electrical businesses by providing reliable operational talent that helps streamline scheduling, improve customer experience, and maximize daily productivity. Learn more at ourassistants.com. About the Role We are seeking a proactive and highly organized Dispatcher to manage technician schedules and ensure efficient service delivery across electrical, plumbing, and HVAC operations. This role is critical in maximizing daily revenue by optimizing job assignments, maintaining a full call board, and ensuring technicians are matched with the right jobs. The ideal candidate thrives in a fast-paced environment, communicates effectively with both technicians and customers, and takes ownership of daily operations. Key Responsibilities Scheduling & Dispatch Coordination - Manage and dispatch technicians throughout the day based on priority, location, and skill set. - Optimize schedules to maximize job completion and daily revenue targets. - Ensure all jobs are properly set up with complete and accurate details. Technician & Team Coordination - Maintain strong communication with technicians to ensure smooth job execution. - Build positive working relationships while providing clear instructions and updates. - Monitor job progress and adjust schedules as needed. Customer Communication & Experience - Provide updates to customers regarding schedules, delays, or changes. - Handle rescheduling, follow-ups, and post-service “happy calls.” - Address escalations professionally and ensure resolution. Operational Support & Quality Control - Coordinate with logistics to confirm materials, permits, and manpower availability. - Ensure accuracy of job details for proper reporting and scheduling. - Work closely with CSR teams to prioritize urgent or high-value jobs. Performance & Workflow Management - Maintain a full call board by scheduling leads and performing outbound calls when needed. - Track daily performance metrics such as job count, priority jobs, and revenue targets. - Ensure all follow-ups and pending tasks are completed by end of day. Qualifications & Requirements - Minimum 1+ year of experience in dispatching, scheduling, or customer service. - Experience in HVAC, plumbing, electrical, or home services industry is preferred. - Strong verbal and written communication skills. - Ability to multitask in a fast-paced, high-volume environment. - Strong problem-solving and decision-making skills. - Typing speed of 50+ WPM with strong system navigation skills. - Proficiency in Microsoft Office (Word, Outlook) and CRM systems. - Detail-oriented with excellent follow-through and prioritization abilities. - Ability to remain calm, professional, and solution-focused under pressure. Additional Requirements - Must be currently residing in the Philippines or Latin America. - Must have a stable internet connection and a remote-ready workstation. Compensation and Benefits - Competitive salary based on experience - Permanent remote work setup - Training and development opportunities - Fast-paced and team-oriented work environment

Head of Payments & Player Liquidity Location: Remote Contract: B2B / Flexible (via Deel or equivalent) Salary: High base + bonus + benefits The Opportunity We are seeking a Head of Payments & Player Liquidity to oversee financial flows across agent-led iGaming ecosystems. This role is critical in managing player bankroll structures, agent settlements, and multi-layered payment flows across international markets. Key Responsibilities · Manage and optimise payment flows across agents and player networks · Oversee bankroll allocation and reconciliation processes · Work closely with agents who manage player funds and settlements · Ensure efficient and secure handling of funds across multiple jurisdictions · Monitor risk, compliance exposure, and operational integrity · Build scalable processes for high-volume transaction environments What We’re Looking For · Experience managing payments in iGaming, poker clubs, or similar ecosystems · Strong understanding of agent-based financial models · Comfortable operating in grey or complex regulatory environments · Experience with high-volume transactions and international flows · Highly detail-oriented with strong commercial awareness Package & Benefits · Competitive base salary · Performance-driven bonus structure · Full flexibility and remote working · Additional benefits disclosed during process