• Support digital sales and marketing efforts in coordination with a third-party agency. • Help manage schedules, track leads, handle communication, and keep things organized. • Coordinate executive schedules, appointments, and meetings (internal & external). • Prepare meeting agendas, take notes, and document follow-up action items. • Monitor and organize inboxes; flag and respond to time-sensitive messages. • Draft, format, and send professional emails and internal memos. • Review and reconcile transactions in QuickBooks Online. • Support bi-weekly payroll review and submissions via platforms like Rippling.

• Maintain timely and accurate CRM updates • Collect, organize, and track donation data from the past year • Assist with issuing year-end donor receipts • Support and help complete the CRM transition from Neon CRM to CiviCRM • Work closely with leadership to learn systems collaboratively during the transition • Ensure accurate donor records and clean data management • Create and edit designs using Canva • Assist with social media management • Support outreach efforts for sponsors and partners • Help improve communications and outreach strategies to support organizational growth *This is a flexible, evolving role. Workload may fluctuate by month, and expectations will be reviewed and adjusted after the first few months to ensure mutual benefit.*

• Capture leads from all channels and enter them into Stageforce/CRM so no leads are lost • Organize and categorize inbound leads inside the CRM • Respond to new leads quickly, ideally same day or next day, to keep them warm in a fast-moving real estate environment • Call or follow up with leads after form submissions to gather missing details and make the first point of contact • Qualify and filter leads so Dani only spends time on stronger-fit prospects • Create soft proposals in Canva using Dani’s existing template and criteria • Send proposals and manage follow-up communication after proposals go out • Track accepted proposals and support next steps once clients sign and pay • Handle contract renewal outreach for staged homes coming up on end dates, including checking whether to send an extension invoice or schedule destaging pickup • Support basic invoicing and admin follow-up tied to signed projects and renewals • Potentially assist with a landing page connected to Shopify for the future Elevated Home product line, depending on complexity

Role Description This is a dual-function remote role for a proactive and detail-oriented Virtual Assistant. You will spend approximately 50% of your time supporting our digital sales and marketing efforts (in coordination with a third-party agency) and 50% acting as an Executive Assistant to our President, S. M. You won’t be running digital campaigns but will help manage schedules, track leads, handle communication, and keep things organized. On the executive side, you'll be critical in managing calendars, handling email correspondence, assisting with financial tasks, and keeping operations smooth and efficient. Key Responsibilities - Digital Sales & Marketing Support (≈50% of the role) - Coordinate with third-party marketing agency and internal team on digital initiatives. - Help schedule content and organize marketing assets (email, social media, etc.). - Maintain CRM platforms with updated lead and contact details. - Track and report outreach and lead generation progress. - Assist with campaign documentation and communication follow-ups. - Executive Assistant Responsibilities (≈50% of the role) - Administrative & Calendar Management - Coordinate executive schedules, appointments, and meetings (internal & external). - Prioritize urgent matters, handle schedule conflicts, and send timely reminders. - Prepare meeting agendas, take notes, and document follow-up action items. - Email & Communication Support - Monitor and organize inboxes; flag and respond to time-sensitive messages. - Draft, format, and send professional emails and internal memos. - Coordinate with team members, vendors, and referral sources. - QuickBooks & Financial Support - Review and reconcile transactions in QuickBooks Online. - Assist in expense categorization and monthly financial overviews. - Generate and review invoices for private pay and third-party payers. - Track payments, monitor aging reports, and follow up as needed. - Payroll & Billing Processing - Support bi-weekly payroll review and submissions via platforms like Rippling. - Cross-check caregiver schedules, time logs, and billing records. - Maintain payroll records, including deposits, tax data, and benefit deductions. Qualifications - An associate’s or Bachelor’s degree preferred. - 1–3 years of experience in virtual assistance, admin coordination, or executive support. - Experience supporting a CEO, COO, or Director-level executive is highly desirable. Skills & Competencies - Strong English communication skills (spoken and written). - Highly organized, detail-focused, and excellent at multitasking. - Proficient in Google Workspace (Docs, Sheets, Calendar, Drive). - Familiarity with CRM platforms (e.g., Zoho), email marketing tools, and QuickBooks. - Ability to handle confidential information with discretion and professionalism. Preferred Traits & Tools - Experience with ClearCare/WellSky or other home care scheduling/EMR systems. - Certified QuickBooks ProAdvisor or similar bookkeeping certification (a plus). - A fast learner with strong tech adaptability. - Comfortable working independently and proactively managing tasks remotely. Basic Requirements - Must be proficient in speaking and writing English very clearly. - Must have relevant work experience. - Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding (mandatory). - Must be available for video meetings with your camera on (when needed). Technical Requirements - Device: Reliable laptop or desktop computer. - Internet: High-speed connection (minimum 10 Mbps). - Audio: Noise-canceling headset. - Video: Webcam for virtual meetings. - Workspace: Quiet, professional environment. Benefits - Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. - Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. - HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. - Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. - Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. - Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. - Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. - Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.