• Follow up with warm leads via calls, texts, emails, and CRM communication • Maintain consistent follow-up cadence until leads convert or close • Send templated emails, event information, quotes, videos, and photos • Schedule discovery calls, consultations, and site visits • Keep communication friendly, natural, and relationship-focused • Manage inboxes and calendars • Confirm appointments and reminders • Handle Certificates of Insurance (COIs) and venue paperwork • Ensure venues receive all required documentation before events • Update CRM notes, tasks, and lead statuses accurately • Create and improve templates, checklists, and repeatable workflows • Coordinate with vendors and production teams for smooth handovers • Track lead pipeline activity and follow-up metrics • Provide end-of-day updates and weekly reports • Flag risks, blockers, or missed follow-ups proactively

Administrative New Haven, CT, US Education: High School or equivalent  Full Time, Temporary Job Description: Kelly Services has a remote Administrative position available for a medical research company.  Administrative: generate reports, track reports.  The position will also require serving as a back-up to other QA department responsibilities, including but not limited to vendor management, QMS, and batch record issuance. MS Office, sharepoint, and docusign experience  This is a remote position.  Pay for this Administrative position is 26.00  Hours for this Administrative position  7:30am - 4:30 or 5pm

Role Description We are currently looking for a Virtual Assistant who will be organized, proactive, and detail-oriented to provide comprehensive administrative, operational, and digital support to executive leadership. This position combines executive assistance responsibilities with light marketing coordination, research support, and basic website maintenance. The Virtual Assistant will play a key role in optimizing the CEO’s daily operations by: - Managing communications - Coordinating schedules - Organizing documentation - Supporting marketing and digital initiatives In Teamswell, every team member has an instrumental role and impact on the success of our business and our client’s success. We seek highly motivated individuals who thrive in a fast-paced work environment, are intelligent, eager to work hard, reliable, and able to communicate effectively with all levels of an organization. The Virtual Assistant will possess the skills and experience required, along with a positive attitude and the ability to solve complex problems in a rapidly changing environment. We value good communicators, quick learners, and those who are scrappy about finding creative solutions to problems while being conscious of their work quality. Qualifications - Degree in Business Administration, Marketing, or a related field - 1–2 years of experience as a Virtual Assistant or Executive Assistant - Fluency in English (written and verbal) - Experience with WordPress for basic website updates - Proficiency in email marketing systems and LinkedIn for business - Capability to handle file conversions and digital organization tools - A proven track record of completing projects promptly Requirements - Email Management: Audit and organize the CEO’s inbox to maintain an uncluttered environment - Calendar Management: Coordinate schedules and ensure daily time management is optimized - Document Formatting: Professionally format agreements, contracts, and internal documents - Data Entry: Perform occasional data entry tasks with high accuracy - Research: Conduct ad-hoc research projects as needed - Creative Problem Solving: Tackle unique requests, such as converting long-form PDF documents into accessible audio formats/audiobooks - LinkedIn Management: Execute one professional marketing post per week - Email Marketing: Coordinate one to two blast email marketing pieces per week - Website Maintenance: Perform infrequent updates to the company website via WordPress

• Manage initial client setup and onboarding within Accelo, ensuring all customer information is accurately entered and maintained • Close out completed customers, projects, and sales opportunities in the CRM system in a timely and organised manner • Monitor and follow up on outstanding quotes, active jobs, and unpaid invoices to support project progression and cash flow • Respond to incoming customer enquiries via phone, email, and website submissions with professional and timely communication • Manage shared administration inboxes and provide administrative coverage when key team members are unavailable • Maintain and update CRM records including job notes, client contacts, site details, and project progress updates • Upload and organise site photos, plans, measurements, and supporting project documentation from TimeTree and other systems • Track quote activity and maintain accurate reporting on quote statuses including won, lost, and pending opportunities