Role Description We are looking for a highly capable Tech & Operations Support VA who can independently execute projects, manage systems, and maintain operational efficiency across the business. This is not a task-based administrative role. We are seeking someone who can take ownership of projects, proactively identify issues, implement solutions, and support the company's technology, automation, reporting, and content operations functions. You will work closely with the Operations Lead and collaborate with the wider team to ensure business systems remain organized, automated, and scalable. - Takes ownership of projects and executes with minimal supervision - Identifies issues proactively and presents solutions - Builds systems that are scalable, maintainable, and well-documented - Learns independently and continuously improves processes - Delivers outcomes rather than simply completing tasks - Removes operational bottlenecks and improves overall business efficiency Key Responsibilities - Go High Level (GHL) Management & Automation - Monitor, troubleshoot, and maintain active workflows, automations, and sequences - Ensure pipelines remain organized, accurate, and free from outdated opportunities - Maintain naming conventions across workflows, tags, custom fields, and pipelines - Audit and remove deprecated workflows and automations - Build and modify funnels, landing pages, forms, redirects, and CTAs - Develop new workflows with a strong understanding of trigger logic and business outcomes - Maintain integrations between GHL and external systems - Monday.com Administration - Maintain task management and member assignment boards - Ensure ownership, statuses, and workflows remain accurate and updated - Build and maintain Monday.com automations including reminders, recurring tasks, and status triggers - Upload meeting notes and action items using provided processes - Monitor task completion and escalate overdue items when necessary - Maintain collections, installment records, and commission tracking systems - Reporting & Dashboard Management - Compile weekly sales and marketing reports from multiple sources - Build and maintain leadership dashboards - Manage reporting structures, formulas, and data organization - Ensure key business metrics are accurately tracked and presented - Content Operations - Research content topics, industry trends, competitor activity, and market insights - Draft content frameworks, short-form video scripts, and content calendars - Utilize AI tools to assist with content planning and ideation - Schedule and publish approved content across multiple social media platforms - Support content consistency through effective planning and execution - AI Systems & Automation Development - Design, build, and maintain AI-powered business systems - Develop Claude Projects, ChatGPT workflows, and AI-assisted operational tools - Build multi-step AI workflows that automate repetitive business functions - Create AI agents that process inputs and generate structured outputs - Organize company knowledge, SOPs, frameworks, and internal documentation for AI utilization - Continuously optimize AI systems as business requirements evolve - Facebook & Community Moderation - Monitor and moderate Meta ad comments - Escalate issues when required - Maintain positive engagement and ensure adherence to moderation guidelines - Project Support (Support strategic projects including: - Internal Knowledge Base development - Recruitment and hiring funnel automation - Evergreen coaching program implementation - AI-powered sales review and training systems - AI content generation systems - Client retention and engagement monitoring systems - Sales call scoring automation - Process mapping and workflow visualization Qualifications - 3+ years of experience in operations, systems administration, automation, or technical virtual assistant roles - Strong hands-on experience with GoHighLevel (GHL) - Experience using Monday.com for project and workflow management - Advanced proficiency in Google Sheets, formulas, and reporting - Experience with automation tools such as Zapier, Make, or similar platforms - Strong understanding of AI tools including Claude and ChatGPT - Experience building AI workflows, automations, or AI-powered business systems - Ability to manage multiple projects independently - Strong problem-solving and analytical skills - Excellent organizational and communication skills - Experience working remotely with international teams Requirements - Required experience with: - GoHighLevel (GHL) - Monday.com - Google Sheets - Claude - ChatGPT - Zapier, Make, or equivalent automation tools - Meta Business Suite - Fathom (or similar meeting transcription platforms) - Nice to Have: - Experience creating reporting dashboards and business intelligence systems - Familiarity with Fathom or similar meeting transcription tools - Experience with Meta Business Suite moderation - Knowledge of sales processes, coaching businesses, or client service environments - Experience creating process maps, flowcharts, and operational documentation - Exposure to CRM implementation and integration projects Work Arrangement & Expectations This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to: - Disclose any existing ongoing roles or client work - Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)

Title: Credit Balance Refund Clerk Location; US - Florida - Miami Beach FT/PT/PD; FT Department; 904 ACCOUNTING-BUSINESS OFFICE Job Description: Credit Balance-Refund Clerk II - Collector Hybrid Remote after 90 day training in house - Base salary plus bonus! As Mount Sinai grows, so does our legacy in high-quality health care. Since 1949, Mount Sinai Medical Center has remained committed to providing access to its diverse community. In delivering an unmatched level of clinical expertise, our medical center is committed to recruiting and training top healthcare workers from across the country. We offer the latest in advanced medicine, technology, and comfort in 12 facilities across Miami-Dade (including our 674-bed main campus facility) and Monroe Counties, with 38 medical services, including cancer care, 24/7 emergency care, orthopedics, cardiovascular care, and more. Mount Sinai takes pride in being South Florida's largest private independent not-for-profit hospital, dedicated to continuing the training of the next generation of medical pioneers. Culture of Caring: The Sinai Way Our hardworking, tight-knit community of more than 4,000 dedicated employees fosters an environment of care and compassion. Each member plays a vital role in our collective mission to deliver excellent healthcare through innovation, education, and research. At Mount Sinai, we take pride in our achievements, aiming to be a beacon of quality healthcare in South Florida. We welcome all healthcare professionals to join our thriving community and contribute to our pursuit for clinical excellence. Position Responsibilities: - Reviews and corrects the credit balances report daily. - Facilitate refund processing and communicate with Accounts Payable on an as-needed basis. - Checks the refund requests made by our vendors as needed. - Adjusts accounts accurately according to contractual agreements - Requests refunds for insurances or patients when there is an overpayment - Moves balance within the different accounts buckets in the Star system daily - Refers accounts to appropriate areas if additional follow up is required when needed. - Contacts insurance companies for additional information as needed. - Maintains insurance and patient pending refunds list up today. - Ensures that the number of account with credit balance over 60 days not exceed 20% of the total number of accounts with credit balance; and the total dollar amount of the entire ATB not exceed one day average of daily gross patient revenue. Qualifications: - High School graduate or equivalent level of training. - One year prior Hospital/Business Office or Collections experience preferred Benefits: We believe in the physical and mental well-being of our employees and are committed to offering comprehensive benefits that fit their personal needs. Our robust employee benefits package includes: ·Health benefits ·Life insurance ·Long-term disability coverage ·Healthcare spending accounts ·Retirement plan ·Paid time off ·Pet Insurance ·Tuition reimbursement ·Employee assistance program ·Wellness program ·On-site housing for select positions and more!

• Build & Own a Modern Revenue Operating System • Serve as the strategic owner of HubSpot CRM and related GTM systems, designing scalable workflows, lifecycle stages, and pipeline reporting that support Sales and Marketing. • Eliminate manual processes through automation, tooling, and systems optimization. • Improve how leads flow, opportunities are managed, and customer data is used across the organization. • Ensure our HubSpot architecture evolves alongside the business to support long-term growth. • Drive AI-Enabled Efficiency & Productivity • Identify and implement AI-powered workflows that reduce manual work, partnering closely with GTM Engineering/Data teams. • Increase team effectiveness by improving how work is prioritized, executed, and measured across the revenue organization. • Continuously evaluate emerging AI GTM capabilities and bring new sales/GTM tools to the business. • Build Revenue Intelligence & Visibility • Build reporting and insights that give leaders actionable visibility into pipeline health, forecasting, conversion trends, and business performance. • Improve data quality, governance, and reliability across systems. • Translate data into strategic recommendations that help leadership spot trends, risks, and opportunities earlier. • Improve Cross-Functional GTM Execution • Partner closely with Sales, Marketing, and Leadership to improve alignment across the customer lifecycle. • Support onboarding, enablement, documentation, and process adoption where needed.

• Monitor, track, and evaluate LCC carrier performance to key performance indicators (KPIs) and metrics • Responsible for leading LCC carrier management to establish countermeasures and improvement plans are created and executed and follow up with carrier regarding progress being made to these countermeasures • Lead on-site LCC carrier activities to include 12 – 16 by 5 coverage for all issues not limited to natural disasters, operation shutdowns, business continuity plans, etc. • Create standardized work procedures (SOS/JES) for LCC activities • Educate, train, and monitor LCC carrier execution to standardized work • Perform process audits and lead various carrier performance reviews • Provide reporting for LCC performance metrics to appropriate leadership • Work with the customer to establish strategies for continuous improvement of the consolidation centers • Lead value stream mapping activities and create LCC process flow diagrams • Review weekly logistics consolidation center invoice submission for validity and first level approval of invoices in excess of $330K/week and $17M/year • Identify cost savings of $100K/annual in LCC projects • Participate in network carrier transitions that consist of weeklong assignments away from home • Work across two shifts with LCC Operations ending at 1830 EST at least one afternoon/evening per week