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    remote
    29 de abril de 2026

    The Freight Dispatcher is responsible for managing the full dispatch operation across approximately 15 trucks, including load sourcing, rate negotiation, driver coordination, and in-transit management.

    This is a high-impact, revenue-driving role where every decision directly affects company profitability. The dispatcher is expected to think proactively, manage multiple moving parts, and maintain operational efficiency in a fast-paced environment.

    Key Responsibilities

    Load Planning & Booking

    • Maintain a 48–72 hour rolling load plan for each truck
    • Source loads through DAT, Truckstop, and broker portals
    • Evaluate loads based on revenue per mile, cost, and positioning
    • Pre-book reloads before current deliveries
    • Prioritize lane consistency and driver home time
    • Build relationships with core brokers and shippers
    • Track and manage all loads in Prophecy TMS

    Rate Negotiation & Revenue Optimization

    • Negotiate rates using DAT RateView and market data
    • Ensure loads meet minimum profitability thresholds
    • Negotiate accessorials (detention, TONU, layover, etc.)
    • Secure written approvals for additional charges
    • Optimize payment terms and quick-pay options
    • Track revenue per truck and optimize performance

    Broker & Shipper Relationship Management

    • Vet brokers using compliance tools (FMCSA, Carrier411, etc.)
    • Verify factoring approval before booking loads
    • Complete broker onboarding and setup
    • Maintain broker performance scorecards
    • Build long-term, reliable freight relationships

    Driver Communication & Management

    • Serve as primary contact for all drivers (Spanish communication required)
    • Conduct daily check-ins (morning, mid-day, end-of-day)
    • Assign loads based on HOS, location, and driver preferences
    • Communicate all load details clearly
    • Manage driver issues, conflicts, and emergencies
    • Ensure driver satisfaction and retention

    Hours of Service (HOS) & Compliance

    • Monitor driver HOS via ELD systems
    • Ensure compliance with FMCSA regulations
    • Plan loads considering realistic transit conditions
    • Track and resolve HOS issues proactively
    • Monitor compliance risks and escalate when needed

    In-Transit Load Management

    • Track all active loads via GPS and tracking tools
    • Monitor ETAs and manage delays proactively
    • Coordinate schedule changes with brokers
    • Manage breakdowns, weather disruptions, and rerouting
    • Capture facility in/out times for detention

    Document Collection & Billing Coordination

    • Ensure complete documentation for each load (BOL, POD, rate confirmations, etc.)
    • Enforce same-day POD submission via Transflo
    • Maintain daily document cutoff for billing handoff
    • Coordinate with billing specialist on missing documents
    • Ensure invoice accuracy

    Fuel & Cost Management

    • Optimize fuel stops using fuel card programs
    • Monitor fuel efficiency and idle time
    • Support IFTA tracking and reporting

    Reporting & Analytics

    • Track revenue per truck weekly
    • Monitor deadhead percentage and utilization
    • Maintain broker performance logs
    • Provide weekly dispatch performance reports
    • Identify underperforming lanes and propose improvements

    Additional Responsibilities

    • Support strategic planning (lane development, growth)
    • Assist with driver onboarding and training
    • Maintain contingency plans (weather, emergencies)
    • Stay updated on regulatory changes
    • Support process improvements with billing team

    Qualifications

    Required

    • Bilingual English/Spanish (required)
    • 2+ years of experience in FTL dispatch (dry van)
    • Experience negotiating rates using market data tools
    • Proficiency with DAT One and Truckstop
    • Experience with TMS systems (Prophecy or similar)
    • Strong knowledge of FMCSA regulations and HOS
    • Experience with ELD systems (Motive, Samsara, etc.)
    • Ability to manage 15+ trucks simultaneously

    Core Competencies

    • Strong decision-making under pressure
    • High attention to detail
    • Strong negotiation skills
    • Relationship-building ability
    • Proactive and ownership mindset
    • Strong multitasking capability

    Typical Work Day

    • Review fleet status and HOS
    • Conduct driver check-ins
    • Source and book loads
    • Negotiate rates and assign drivers
    • Track loads and manage ETAs
    • Follow up on documents
    • Update systems and reports
    • Plan next-day operations

    Typical Workweek

    • Monday: High-volume planning and load booking
    • Tuesday–Thursday: Full dispatch operations
    • Wednesday: Mid-week performance review
    • Friday: End-of-week planning and reporting
    • Weekend: On-call for emergencies

    Performance Evaluation

    Performance is measured based on:

    • Revenue per truck ($4,000–$5,000 target)
    • Deadhead percentage (<15% target)
    • On-time pickup/delivery (98%+)
    • Fleet utilization (70%+ active)
    • Document submission accuracy and timeliness
    • Accessorial revenue recovery
    • Driver retention and satisfaction
    • Broker compliance and relationships

    Key Performance Indicators (KPIs)

    • Revenue per truck per week
    • Deadhead percentage
    • On-time performance
    • Loaded miles per truck
    • Accessorial collection rate (80%+)
    • POD submission timeliness (90%+ same day)
    • Broker compliance (0 violations)
    • Weekly reporting consistency

    Work Environment

    • Fully remote role
    • High-pressure, real-time decision-making environment
    • Requires strong autonomy and ownership
    • Availability for after-hours emergencies
    • Dedicated workspace required

    Software & Tools

    • Prophecy TMS
    • DAT One & Truckstop
    • Broker portals (Navisphere, TQL, Uber Freight, etc.)
    • ELD platforms (Motive, Samsara)
    • Transflo
    • Tracking tools (MacroPoint, Trucker Tools, Project44)
    • Factoring portals
    • Fuel card platforms
    • Communication tools (phone, Slack, email)

    Final Notes

    This role is one of the most critical revenue drivers in the company.

    The Freight Dispatcher directly impacts:

    • Revenue per truck
    • Fleet efficiency
    • Driver retention
    • Operational stability

    Success in this role means:

    • High fleet utilization
    • Strong rate negotiation
    • Minimal deadhead
    • Reliable execution
    • Consistent profitability

    About the Company

    A growing South Florida-based freight carrier operating a fleet of 17 trucks across the Southeast United States.

    The company specializes in full truckload (FTL) dry van freight, servicing key lanes across Florida, Georgia, the Carolinas, Alabama, Mississippi, Louisiana, Tennessee, and Texas.

    Operating under a factoring model for cash flow, the company relies on strong dispatch operations to maximize:

    • Revenue per truck
    • Fleet utilization
    • Driver retention
    • Broker relationships

    All drivers are Spanish-speaking independent contractors, making bilingual communication essential.

    Department:
    Admin VA
    remote
    28 de abril de 2026

    The Sales & Marketing Coordinator is responsible for managing inbound and outbound leads, executing marketing initiatives, and supporting paid advertising performance.

    This role blends sales execution (appointment setting), CRM management (GoHighLevel), and marketing operations (Meta Ads, SEO, and creatives).

    The position plays a key role in ensuring:

    • Fast lead response
    • High conversion to booked appointments
    • Consistent marketing performance

    Key Responsibilities

    Lead Intake & Appointment Setting

    • Respond to inbound leads via phone, email, and CRM (GHL)
    • Qualify prospects and schedule appointments
    • Execute structured follow-up sequences
    • Maintain high-quality customer interactions
    • Ensure no lead is left uncontacted

    Outbound Sales & Follow-Ups

    • Conduct outbound calls to nurture existing leads
    • Re-engage cold or unresponsive prospects
    • Track lead status and update CRM
    • Improve conversion rates through consistent follow-up

    Meta Ads Management (Core Requirement)

    • Assist in managing Meta Ads campaigns (Facebook & Instagram)
    • Monitor performance (CPL, CTR, conversions)
    • Support campaign optimization (audiences, creatives, budgets)
    • Collaborate on A/B testing strategies
    • Track lead quality and campaign ROI
    • Identify opportunities to improve ad performance

    GoHighLevel (GHL) CRM Management

    • Manage all leads and pipelines inside GoHighLevel
    • Track interactions, follow-ups, and appointment status
    • Ensure automation workflows are functioning correctly
    • Maintain CRM data accuracy and organization
    • Assist in building or optimizing funnels and workflows

    Local SEO & Online Presence

    • Optimize Google Business Profile
    • Maintain citations and local listings
    • Monitor SEO performance and suggest improvements
    • Ensure consistency across directories

    Marketing Creative Support

    • Create and update marketing assets (ads, graphics, content)
    • Support campaign launches and updates
    • Work with Canva or similar tools
    • Assist in testing creative variations

    Website & Funnel Support

    • Ensure website forms and funnels are working properly
    • Assist with updates to landing pages
    • Improve lead capture and conversion flows

    Reporting & Performance Tracking

    • Track daily lead activity and campaign performance
    • Monitor conversion rates and appointment bookings
    • Provide daily/weekly reports
    • Identify trends and areas for improvement

    Qualifications

    Required

    • 2+ years of experience in sales, marketing, or lead generation roles
    • Hands-on experience with Meta Ads (Facebook & Instagram Ads)
    • Experience using GoHighLevel (CRM, pipelines, workflows)
    • Strong outbound calling and appointment setting skills
    • Excellent English communication skills
    • Strong organizational and multitasking ability

    Preferred

    • Experience in home services or remodeling industry
    • Familiarity with SEO (local and off-page)
    • Experience with Canva or design tools
    • Understanding of funnels and landing pages

    Typical Work Day

    Morning Schedule (8:00 AM – 12:00 PM):

    • Lead intake and follow-ups
    • Outbound calls and appointment setting
    • CRM updates and pipeline management
    • Meta Ads monitoring and optimization
    • Marketing and creative support

    End-of-Day Wrap-Up:

    • Send daily report (leads, performance, updates)
    • Typical Workweek
    • Monday to Friday (~20 hours/week)
    • Focus on morning hours
    • Adjust based on campaign and lead volume

    Performance Evaluation

    Performance is measured based on:

    • Lead response time (within first hour)
    • Appointment booking rate
    • Conversion rate (lead → appointment)
    • Meta Ads performance (CPL, lead quality)
    • CRM accuracy and pipeline management
    • Follow-up consistency
    • Creative and campaign execution

    Work Environment

    • Fully remote role
    • Requires reliable internet and quiet workspace
    • Performance-driven environment
    • Strong accountability and ownership

    Software & Tools

    • GoHighLevel (CRM & automation)
    • Meta Ads Manager (Facebook & Instagram)
    • Canva or similar design tools
    • Google Business Profile
    • Google Workspace
    • Communication tools (calls, email, SMS)

    Final Notes

    This role is critical for connecting marketing performance with sales results.

    The Sales & Marketing Coordinator directly impacts:

    • Lead conversion
    • Appointment volume
    • Marketing ROI
    • CRM efficiency

    Success in this role means:

    • Fast and consistent lead response
    • High appointment booking rates
    • Optimized Meta Ads performance
    • Organized and accurate CRM workflows

    About our Client

    A high-end residential remodeling and design-build firm specializing in kitchen and bathroom renovations, home additions, and full interior transformations.

    The company focuses on delivering premium craftsmanship and customer experience, while leveraging digital marketing and lead generation systems to maintain a consistent pipeline of qualified homeowners.

    Department:
    Marketing
    remote
    27 de abril de 2026

    The AI Implementation Engineer is responsible for building, deploying, and maintaining AI-powered systems across the company’s bidding operations.

    This is a builder role, focused on delivering working systems that reduce manual, document-heavy work and allow estimators to focus on engineering judgment.

    The role operates directly with ownership and estimating leadership, executing rapid system deployments that produce measurable business outcomes.

    Key Responsibilities

    Sub & Vendor RFQ Automation

    • Build automated RFQ outreach segmented by trade
    • Implement follow-up sequences until quotes are received
    • Deploy AI-powered quote parsing from PDFs and emails
    • Generate standardized quote comparison sheets
    • Maintain dashboards of outstanding quotes per bid

    Bid Template Automation

    • Build workflows connecting takeoffs and quotes to bid templates
    • Implement AI validation for missing scope and inconsistencies
    • Create pre-submission review checklists
    • Ensure accuracy and completeness of bids

    Plan & Spec Intelligence

    • Expand AI-powered plan and spec analysis systems
    • Enable fast, cited responses for estimators
    • Detect conflicts between plans and specifications
    • Improve retrieval accuracy based on team feedback

    Bid/No-Bid Decision System

    • Build intake workflow for bid invitations
    • Create scoring system (scope fit, size, schedule, geography, risks)
    • Generate recommendation reports for estimators
    • Improve decision-making before resource allocation

    Historical Bid Library

    • Build indexed database of past bids (won and lost)
    • Enable search by trade, project type, and location
    • Provide comparable pricing references
    • Feed insights into future bidding workflows
    • RFI Automation
    • Identify plan/spec conflicts automatically
    • Generate draft RFIs using AI
    • Reduce RFI cycle time to same-day turnaround
    • Standardize communication format

    Executive AI Support

    • Operate and expand executive AI workflows
    • Support communication, decision-making, and planning
    • Continuously improve executive-level automation
    • Reduce leadership involvement in manual processes

    System Deployment & Training

    • Train estimating team on AI systems
    • Provide ongoing support and optimization
    • Maintain documentation and SOPs
    • Ensure adoption across team

    Continuous Improvement

    • Identify new automation opportunities
    • Improve existing systems based on usage
    • Stay updated on AI tools relevant to construction
    • Support expansion into project management systems

    Qualifications

    Required

    • Experience building AI-powered workflows in business operations
    • Strong understanding of AI tools (Claude, ChatGPT, etc.)
    • Experience with automation platforms (Zapier, Make, n8n)
    • Ability to structure and process unstructured data (PDFs, plans, emails)
    • Strong systems thinking and problem-solving skills
    • Excellent English communication skills
    • High ownership and execution mindset

    Preferred

    • Experience in construction or document-heavy industries
    • Engineering or technical background
    • Spanish proficiency
    • Experience with estimating tools or workflows

    Typical Work Day

    • Review system performance and dashboards
    • Coordinate with estimating team on active bids
    • Build and deploy AI workflows
    • Train team on new systems
    • Optimize existing processes
    • Document updates and improvements
    • Capture feedback for next iteration

    Typical Workweek

    • Deploy at least one system improvement per week
    • Run weekly check-ins with ownership and estimators
    • Maintain Plan & Spec systems across active bids
    • Expand historical bid database
    • Deliver system launch reports
    • Identify new automation opportunities

    Performance Evaluation

    Performance is measured based on:

    • Increase in bids submitted (+25% target)
    • Reduction in estimator hours per bid (-30% target)
    • Sub/vendor quote response rate (80%+ by Day 5)
    • RFI turnaround time (same-day target)
    • Improvement in bid win rate (+10%)
    • Reduction in owner involvement in bid processes (-50%)
    • System adoption by estimating team
    • Frequency of system deployments

    Work Environment

    • Fully remote role
    • High-performance, execution-focused environment
    • Requires autonomy and ownership
    • Fast-paced, system-building environment
    • Alignment with U.S. Eastern Time

    Software & Tools

    • Claude (primary AI system)
    • ChatGPT / other LLMs
    • RedTeam (project management)
    • Bluebeam Revu (estimating reference)
    • Automation tools (Make, Zapier, n8n)
    • Email and communication tools
    • Document management systems

    Final Notes

    This role is critical to transforming the company’s bidding operations into a scalable, AI-powered system.

    The AI Implementation Engineer directly impacts:

    • Bid volume and speed
    • Operational efficiency
    • Estimator productivity
    • Revenue growth

    About our Client

    A Florida-based civil construction firm specializing in heavy site work and underground utilities, operating as a subcontractor for general contractors and developers.

    The company delivers full civil packages including:

    • Erosion control
    • Site demolition
    • Earthwork
    • Water and fire mains
    • Sanitary sewer and storm drainage
    • Site concrete and asphalt paving

    With a bidding volume of 15–20 projects per month ($500K–$3M each), the company is investing in AI-driven systems to scale bid output, reduce turnaround time, and improve win rates without increasing headcount.

    Success in this role means:

    Measurable time savings Increased bid capacity Higher win rates Fully systemized workflows Reduced dependency on manual processes

    Department:
    Admin VA
    remote
    27 de abril de 2026

    The Executive Assistant (Permitting & Administrative Operations) is responsible for managing permit applications, coordinating with government agencies, and executing high-detail administrative workflows.

    This role is highly operational and requires strong attention to detail, organization, and the ability to manage multiple workflows simultaneously. The position plays a critical role in ensuring permitting processes are completed accurately and on time.

    Key Responsibilities

    Permit & Application Management (Core Function)

    • Complete and submit building permit and zoning applications
    • Extract required data from architectural plans, engineering drawings, and databases
    • Ensure all applications meet compliance requirements
    • Track application progress and maintain status logs
    • Identify missing documentation and resolve gaps proactively
    • Ensure deadlines and submission timelines are met

    Government & Municipal Communication

    • Communicate with municipal departments and permitting offices
    • Conduct follow-up calls on application status and approvals
    • Respond to requests for additional information
    • Maintain detailed records of all communications
    • Resolve issues related to permitting processes

    Administrative Coordination & Email Management

    • Manage and organize email communication via Outlook
    • Draft and respond to professional correspondence
    • Prioritize emails and maintain structured follow-ups
    • Coordinate communication between clients, agencies, and stakeholders

    Invoice Generation & Data Management

    • Compile time entries from Excel tracking sheets
    • Apply billing rates and generate invoices
    • Ensure accuracy and consistency in financial records
    • Maintain organized billing documentation

    Task Management & Execution

    • Manage multiple applications, deadlines, and workflows
    • Track tasks and ensure completion
    • Follow up consistently on outstanding items
    • Maintain structured task management systems

    Document & File Management

    • Organize and maintain digital records for permits and client files
    • Ensure documentation is accessible and audit-ready
    • Maintain structured filing systems

    Client & Internal Coordination

    • Coordinate between clients, agencies, and internal teams
    • Provide updates on application status
    • Ensure clear communication across stakeholders

    Process Improvement & Systems

    • Identify inefficiencies in workflows
    • Develop templates, checklists, and repeatable systems
    • Improve tracking systems for applications and deadlines

    Research & Compliance Support

    • Research permitting requirements and municipal processes
    • Navigate public records, property databases, and licensing systems

    Operational Support

    • Support internal workflows and administrative systems
    • Assist with ad hoc tasks and coordination needs
    • Contribute to overall operational efficiency

    Qualifications

    Required

    • 1–3+ years of experience in administrative, executive assistant, or permitting roles
    • Fluent English and Spanish (required)
    • Strong proficiency in Microsoft Outlook, Excel, and Word
    • High attention to detail
    • Strong organizational and multitasking skills
    • Ability to work independently with minimal supervision

    Preferred

    • Experience with U.S. permitting, zoning, or construction processes
    • Background in real estate, development, or legal administration
    • Familiarity with compliance-driven environments

    Typical Work Day

    • Review and prioritize emails and tasks
    • Complete and submit permit applications
    • Follow up with government agencies
    • Update tracking systems and documentation
    • Generate invoices and manage billing
    • Coordinate communication with stakeholders

    Typical Workweek

    • Monday: Planning and prioritization
    • Tuesday–Thursday: Execution (applications, follow-ups, invoicing)
    • Friday: Reporting, tracking, and documentation cleanup

    Performance Evaluation

    Performance is measured based on:

    • Accuracy and completeness of permit applications
    • Timeliness of submissions and follow-ups
    • Effectiveness in communication with agencies
    • Accuracy of invoicing and data handling
    • Organization of documentation and tracking systems
    • Ability to operate independently

    Work Environment

    Fully remote role South America-based candidates preferred Requires reliable high-speed internet Quiet and professional workspace Availability aligned with U.S. business hours

    Software & Tools

    Microsoft Outlook Microsoft Excel Microsoft Word Public databases and permitting systems Document management systems

    Final Notes

    This role is critical to ensuring that permitting processes are executed accurately and efficiently. The Executive Assistant directly impacts operational performance by maintaining structured workflows, timely submissions, and clear communication with all stakeholders.

    Success in this role means:

    • Accurate and complete permit submissions
    • Timely follow-ups and approvals
    • Organized documentation and systems
    • Strong communication with agencies and clients
    • Reliable execution with minimal supervision

    About our Client

    A U.S.-based firm specializing in zoning, permitting, and entitlement services, working closely with municipal agencies and clients to manage building permit applications and regulatory compliance.

    The company operates in a highly structured, compliance-driven environment where accuracy, documentation, and timely communication with government agencies are critical to success.

    Department:
    Admin VA
    remote
    27 de abril de 2026

    The Immigration Sales Closer is responsible for conducting remote consultations, converting qualified leads into clients, and supporting the overall sales process for immigration services. This is a client-facing role that requires strong communication, sales, and customer service skills. The position works closely with attorneys and paralegals to ensure a seamless transition from signed client to active legal case, while maintaining accurate records and meeting conversion targets.

    Key Responsibilities

    1. Lead Consultation & Conversion
      • Conduct remote consultations with potential clients via Zoom or phone
      • Assess client needs and present appropriate immigration services
      • Address client questions and concerns to support decision-making
      • Convert qualified leads into paying clients
    2. Sales Process Management
      • Track and manage leads through the CRM system
      • Maintain accurate records of all sales activities and client interactions
      • Coordinate follow-up communications with prospects
      • Ensure timely completion of sales-related documentation
    3. Customer Service Support
      • Respond promptly to client inquiries related to the sales process
      • Provide clear explanations of service offerings and procedures
      • Resolve client concerns or escalate issues as needed
      • Maintain a professional, empathetic, and client-focused approach
    4. Collaboration with Legal Team
      • Work closely with attorneys and paralegals within the immigration department
      • Communicate client requirements and case details effectively
      • Support a smooth handoff of new clients to the legal team
      • Participate in team meetings to align on case strategies
    5. Reporting & Performance Tracking
      • Prepare regular reports on sales activities and conversion rates
      • Monitor individual KPIs and contribute to team targets
      • Identify trends and provide feedback for process improvement
      • Participate in performance reviews with management

    Qualifications

    • Associate degree required
    • 3–6 years of experience in sales or client-facing roles
    • Proficiency with CRM systems and general computer applications
    • Knowledge of immigration law and related services
    • Excellent communication and customer service skills

    Final Notes
    This role is critical to maintaining a steady flow of new clients and delivering a high standard of client service. Through effective sales execution and close collaboration with the legal team, the Immigration Sales Closer directly supports operational continuity, responsiveness, and overall business performance.

    Department:
    Sales
    remote
    27 de abril de 2026

    The AI Implementation Engineer serves as the CEO’s operational right hand, responsible for building AI-powered systems across sales, marketing, and operations.

    This is a high-impact, cross-functional role focused on:

    • Systemizing revenue operations
    • Building accountability frameworks
    • Automating workflows using AI
    • Creating scalable infrastructure

    The role requires engineering thinking (systems, processes, optimization) rather than traditional coding.

    Key Responsibilities

    Discovery & Workflow Mapping

    • Analyze and document all business workflows across departments
    • Conduct structured interviews with leadership and teams
    • Map full revenue cycle (lead → nurture → conversion → funding)
    • Identify inefficiencies and bottlenecks
    • Build AI implementation roadmap based on ROI and impact
    • Document and standardize SOPs

    Sales System Development & Documentation

    • Document and systematize CEO’s sales methodology
    • Build AI-powered sales playbooks (Claude-based)
    • Create training and onboarding systems for sales reps
    • Develop role-play and objection-handling tools
    • Standardize sales processes for scalability

    Sales Team Accountability Infrastructure

    • Implement sales KPIs (calls, emails, meetings, pipeline movement)
    • Build real-time dashboards for performance tracking
    • Create automated alerts for underperformance
    • Establish structured weekly sales check-ins
    • Provide data-driven performance insights

    Conference & Pipeline Optimization

    • Redesign conference-to-revenue workflow
    • Build pre-event, during-event, and post-event processes
    • Implement AI-powered follow-up sequences
    • Design LinkedIn outreach strategies
    • Track ROI per conference (leads, calls, revenue)
    • Build repeatable, scalable templates

    Marketing & Relationship Systems

    • Develop LinkedIn strategy (CEO + company page)
    • Build attorney relationship tracking system
    • Structure referral tracking and engagement
    • Create marketing content strategy
    • Manage offshore engagement team workflows

    Service Delivery Optimization

    • Identify bottlenecks in intake-to-funding pipeline
    • Implement automation for follow-ups and tracking
    • Support document processing and compliance workflows
    • Build dashboards for operational KPIs
    • Improve turnaround times and pipeline visibility

    AI Infrastructure & System Ownership

    • Implement Claude as core AI operating system
    • Build AI workflows, agents, and prompt libraries
    • Integrate AI tools across departments
    • Monitor usage, cost, and performance
    • Maintain centralized documentation and knowledge base

    CEO & Leadership Support

    • Support CEO with AI-powered workflows (email, meetings, decision-making)
    • Deliver weekly operational reports (sales, marketing, pipeline)
    • Assist with hiring planning and organizational design
    • Provide execution support on strategic initiatives

    Qualifications

    Background

    • Engineering or analytical background (mechanical, industrial, civil, etc.)
    • Completion of AI Implementation Engineer training (Virtrify Academy or similar)

    Core Competencies

    • Strong systems thinking and problem-solving ability
    • Ability to break down and optimize complex workflows
    • High ownership and self-direction
    • Data-driven and performance-oriented mindset
    • Ability to operate in ambiguity

    Communication & Work Style

    • Strong written and verbal English communication
    • Bilingual English/Spanish preferred
    • Ability to explain systems in simple terms
    • Comfortable leading training sessions
    • High accountability and proactive mindset

    Typical Work Day

    • Review pipeline activity and sales performance
    • Check dashboards and identify issues
    • Align with CEO on priorities
    • Build and optimize AI workflows
    • Support sales and marketing execution
    • Coordinate with operations and offshore team
    • Execute outreach and automation tasks
    • Provide end-of-day updates

    Typical Workweek

    • Monday: Sales and marketing review, CEO alignment
    • Tuesday: Sales accountability and pipeline optimization
    • Wednesday: Marketing execution and conference workflows
    • Thursday: Deep work (AI systems, SOPs, automation)
    • Friday: Reporting, analysis, and planning

    Performance Evaluation

    Performance is measured based on:

    • Sales system implementation and adoption
    • Dashboard and KPI visibility
    • Conference pipeline conversion rates
    • LinkedIn outreach performance
    • Reduction in CEO workload
    • AI system deployment across functions
    • SOP documentation completeness
    • ROI generated from implementations

    Key Performance Indicators (KPIs)

    • Sales playbook deployed within 30 days
    • Sales dashboards live within 21 days
    • 95%+ post-conference follow-up completion
    • LinkedIn outreach generating conversations within 45 days
    • 50%+ reduction in CEO time on sales management (within 90 days)
    • AI systems implemented across at least 3 core functions
    • Full revenue workflows documented within 90 days

    Work Environment

    • Fully remote role
    • Fast-paced, high-performance environment
    • Requires high autonomy and ownership
    • Must handle cross-functional responsibilities
    • Alignment with U.S. Eastern Time

    Software & Tools

    • Claude (primary AI system)
    • ChatGPT / Gemini
    • LinkedIn and social platforms
    • Email marketing tools
    • CRM systems (Salesforce or similar)
    • Automation tools
    • Project management tools
    • Communication tools (Slack, Zoom, email)

    Final Notes

    This role is one of the most impactful positions in modern business operations. The AI Implementation Engineer directly transforms how the company operates by building systems that drive efficiency, scalability, and revenue growth.

    Success in this role means:

    • Fully systemized sales and marketing operations
    • Strong accountability infrastructure
    • AI-driven workflows across the business
    • Reduced dependency on the CEO
    • Scalable growth systems

    About our Client

    A well-established pre-settlement funding company operating across 37 U.S. states, providing financial solutions to the personal injury legal market.

    The company offers:

    Non-recourse cash advances to plaintiffs awaiting settlements Case expense financing for law firms

    With over 16 years in operation and projected annual revenue of ~$10M, the company has strong service delivery operations but lacks structured systems on the revenue side (sales, marketing, and growth infrastructure).

    The CEO currently manages multiple growth functions without a unified system, creating an opportunity to implement scalable, AI-driven infrastructure.

    Department:
    Admin VA
    remote
    23 de abril de 2026

    The Bookkeeper / Junior Controller is responsible for maintaining clean and accurate financial records, supporting accounts payable and receivable coordination, and ensuring consistent monthly reporting.

    This role is focused on building a strong financial foundation by improving financial visibility, structuring processes, and ensuring accuracy in all financial data.

    Over time, the position may evolve into a more advanced financial management role.

    Key Responsibilities

    General Ledger Management

    • Review, clean, and maintain the general ledger
    • Ensure accurate categorization of all transactions
    • Post journal entries (accruals, reclassifications, adjustments)
    • Maintain a structured and consistent chart of accounts
    • Identify and correct discrepancies

    Accounts Payable & Receivable Coordination

    • Process and record vendor invoices and expenses
    • Coordinate with internal billing/AR functions
    • Monitor accounts receivable aging
    • Support follow-ups on outstanding payments
    • Ensure proper matching of revenue and expenses

    Bank & Account Reconciliations

    • Perform regular bank reconciliations
    • Reconcile credit cards, fuel cards, and operational accounts
    • Investigate and resolve discrepancies
    • Maintain accurate financial records

    Expense Management & Data Entry

    • Record and categorize operational expenses (fuel, maintenance, tolls, etc.)
    • Ensure consistency in expense tracking
    • Maintain organized documentation for transactions

    Monthly Financial Reporting

    • Prepare monthly Profit & Loss statements
    • Maintain accurate Balance Sheet
    • Provide cash position overview
    • Deliver clear financial summaries
    • Highlight inconsistencies or risks

    Process Structure & Financial Organization

    • Standardize financial workflows
    • Organize financial data and documentation
    • Establish repeatable bookkeeping processes
    • Improve clarity and reliability of financial reporting

    Secondary / Growth Responsibilities

    • Support budgeting and forecasting
    • Assist with cash flow planning
    • Analyze fleet-level costs
    • Develop KPIs and dashboards
    • Support financial analysis and decision-making
    • Identify automation and system improvements

    Qualifications

    • 3–5+ years of bookkeeping or junior financial management experience
    • Strong understanding of general ledger, AP/AR, and reconciliations
    • Experience with QuickBooks or similar software
    • Strong Excel or Google Sheets skills
    • High attention to detail and organization
    • Ability to clean and structure financial data
    • Experience in logistics or trucking (preferred)

    Typical Work Day

    • Review and categorize transactions
    • Process accounts payable and vendor invoices
    • Perform reconciliations
    • Coordinate with billing/AR
    • Update financial records
    • Resolve discrepancies
    • Maintain documentation

    Typical Workweek

    • Process weekly AP and expense tracking
    • Reconcile key accounts
    • Monitor AR aging
    • Prepare monthly reports
    • Improve and standardize processes
    • Participate in check-ins with ownership

    Performance Evaluation

    Performance is measured based on:

    • Accuracy of financial records
    • Timeliness of reporting
    • Clean and organized general ledger
    • Reduction of discrepancies over time
    • Consistency of financial processes
    • Visibility and clarity of financial data
    • Reliability in recurring tasks

    Work Environment

    • Fully remote role
    • Requires secure and private workspace
    • Ability to handle confidential financial data
    • Reliable internet and system access
    • Software & Tools
    • QuickBooks (or equivalent)
    • Excel / Google Sheets
    • Banking platforms
    • Document management systems (Google Drive, Dropbox)

    Final Notes

    This role is critical to stabilizing and organizing the company’s financial foundation.

    The primary objective is to ensure:

    Clean and accurate financial records Consistent and reliable processes Clear financial visibility

    Once these fundamentals are established, the role can evolve into more advanced financial strategy and analysis responsibilities.

    About our Client

    A growing logistics and trucking company operating a fleet of 40+ commercial vehicles.

    The company is in a scaling phase where financial processes exist but lack consistency, standardization, and visibility. The goal of this role is to bring structure, accuracy, and reliability to financial operations, enabling better day-to-day management and preparing the business for future growth.

    Department:
    Accounting
    remote
    22 de abril de 2026

    The Construction Operations Coordinator serves as the operational hub of the construction and development department.

    This role is responsible for managing permit tracking, utility setup, vendor coordination, project documentation, and pre-opening logistics across all active projects.

    The position supports the Director of Construction and enables field teams to focus on execution by ensuring all administrative and coordination workflows are handled efficiently.

    Key Responsibilities

    Construction Coordination

    • Track and manage permit applications (building, electrical, plumbing, fire, health)
    • Follow up with municipalities, architects, and permitting agencies
    • Coordinate timelines with contractors, architects, and vendors
    • Maintain project documentation (contracts, RFIs, submittals, COIs, lien waivers)
    • Process contractor invoices and track costs against budgets
    • Update project management systems (Smartsheet or similar)
    • Support leadership with research and issue resolution

    New Location Setup & Utilities

    • Manage end-to-end utility setup for new locations

    Utilities

    • Coordinate electric, gas, water, and sewer setup
    • Manage service applications, inspections, and activation
    • Ensure compliance with operational requirements

    Licenses & Compliance

    • Apply for business licenses
    • Coordinate health department inspections
    • Manage signage permits
    • Collect and verify insurance certificates

    Vendor Setup

    • Establish accounts with suppliers and service providers
    • Coordinate delivery schedules and inventory setup
    • Manage uniforms, materials, and opening supplies

    Pre-Opening Timeline Management

    • Maintain detailed pre-opening checklists
    • Track timelines and identify risks
    • Coordinate across construction, operations, HR, and marketing
    • Monitor critical milestones leading to opening

    Administrative Support

    • Manage calendar and scheduling for Director of Construction
    • Handle communication with vendors, landlords, and municipalities
    • Organize project files and documentation
    • Prepare weekly status reports and dashboards
    • Process purchase orders and track expenditures
    • Prepare meeting agendas, notes, and follow-ups

    Reporting & Analytics

    • Deliver weekly project status summaries
    • Track key metrics (permits, budgets, vendor performance)
    • Monitor timelines and identify delays
    • Maintain documentation within project systems
    • Provide data-driven insights to leadership

    Budget & Cost Administration

    • Monitor project spend across all locations
    • Process invoices, change orders, and purchase orders
    • Identify cost overruns and inefficiencies
    • Maintain financial tracking and audit trails

    Additional Responsibilities

    • Support onboarding of new projects
    • Assist with system updates and process improvements
    • Utilize AI tools and SOP systems for execution
    • Participate in weekly project meetings
    • Support internal coordination across teams

    Qualifications

    • 2–3+ years of project coordination or operations experience
    • Experience in construction, real estate, hospitality, or related industries (preferred)
    • Strong organizational and multitasking skills
    • Experience with project management tools (Smartsheet or similar)
    • Proficiency in Google Workspace and Excel
    • Strong communication skills
    • Bilingual English/Spanish (preferred)
    • Ability to work independently and proactively

    Typical Work Day

    • Review project timelines and updates
    • Follow up on permits, utilities, and vendor tasks
    • Update project management systems
    • Process invoices and track budgets
    • Coordinate scheduling and communications
    • Prepare documentation and reports
    • Escalate risks or delays

    Typical Workweek

    • Manage timelines across all active projects
    • Participate in weekly project meetings
    • Track budgets and vendor performance
    • Prepare weekly reports and dashboards
    • Coordinate pre-opening activities
    • Support cross-functional teams

    Performance Evaluation

    Performance is measured based on:

    • Permit tracking accuracy and timelines
    • Utility setup completion rates
    • Budget tracking and invoice processing accuracy
    • Project documentation completeness
    • Responsiveness to internal requests
    • Pre-opening milestone completion
    • Reduction in administrative workload for leadership
    • Quality and timeliness of reporting
    • Proactive identification of risks

    Work Environment

    • Fully remote role
    • Requires high-speed internet and professional workspace
    • Ability to manage high-volume, detail-oriented work
    • Availability aligned with U.S. business hours
    • Dual monitors and headset recommended

    Software & Tools

    • Google Workspace
    • Microsoft Excel
    • Smartsheet
    • AI knowledge base tools
    • Slack / communication tools
    • Zoom / Google Meet

    Final Notes

    This role is critical to ensuring that construction projects remain on schedule and within budget. The Construction Operations Coordinator directly impacts operational efficiency and successful restaurant openings by managing coordination, documentation, and timelines.

    Success in this role means:

    • Organized and accurate project tracking
    • On-time permit and utility completion
    • Strong vendor coordination
    • Accurate financial tracking
    • Seamless pre-opening execution

    About the Company

    A high-growth multi-brand restaurant development company specializing in the acquisition, construction, and operation of quick-service restaurant locations across the United States.

    The organization manages a growing portfolio of franchise locations across multiple nationally recognized brands and continues expanding into new markets. The company operates with a hybrid structure that includes field-based construction teams and remote operational support.

    Department:
    Operations
    remote
    22 de abril de 2026

    The Call Center Agent is the first point of contact with homeowners and plays a critical role in converting inbound and outbound leads into scheduled appointments.

    This is a sales-driven role, not passive customer service. The position requires strong communication, objection handling, and closing ability to guide conversations toward booking appointments.

    The role also includes proactive follow-up, CRM management, and performance tracking to ensure no lead is left unattended.

    Key Responsibilities

    Inbound Call Handling & Lead Conversion

    • Answer inbound calls within 60 seconds whenever possible
    • Guide conversations toward scheduling appointments
    • Build trust quickly and handle objections professionally
    • Maintain a high level of professionalism in all interactions
    • Lead Management & Follow-Up
    • Ensure no lead is left uncontacted or incomplete
    • Execute full follow-up cadence (calls, texts, emails)
    • Manage daily follow-up tasks and CRM activities
    • Maintain strict adherence to company scripts and processes

    Appointment Scheduling & Confirmation

    • Schedule appointments efficiently based on availability and location
    • Confirm all appointments 24 hours in advance
    • Reduce no-shows through proactive communication
    • Handle cancellations and rescheduling
    • Data Entry & CRM Management
    • Collect and document accurate customer information
    • Enter and update leads promptly in CRM systems
    • Maintain accurate lead status and task tracking
    • Ensure data consistency and completeness

    Outbound Communication & Customer Support

    • Conduct outbound follow-ups on inquiries and missed calls
    • Provide updates and confirm appointments
    • Address customer questions regarding services and processes
    • Deliver a high-quality customer experience

    Reporting & Performance Tracking

    • Track and report daily outbound activity
    • Analyze lead sources and conversion rates
    • Maintain reporting segmented by lead source
    • Provide insights and recommendations to improve performance

    Collaboration & Team Coordination

    • Coordinate with marketing, sales, and operations teams
    • Support marketing campaigns and outreach efforts
    • Escalate issues when necessary
    • Participate in performance reviews and feedback sessions

    Qualifications

    • Bilingual: English and Spanish (required)
    • 2+ years of experience in call center, appointment setting, or phone sales
    • Strong objection handling and closing skills
    • Excellent communication and listening skills
    • Highly organized and detail-oriented
    • Self-motivated and able to work independently
    • Experience with CRM systems (Salesforce preferred)
    • Ability to manage multiple leads simultaneously

    Typical Work Day

    • Answer inbound calls and respond to inquiries
    • Conduct outbound follow-ups and confirmations
    • Schedule and manage appointments
    • Update CRM and track lead activity
    • Handle cancellations and rescheduling
    • Analyze and report daily activity

    Typical Workweek

    • Manage high volume of inbound and outbound calls
    • Execute full follow-up cadence for all leads
    • Maintain accurate CRM records
    • Coordinate with internal teams
    • Track performance metrics and reporting

    Performance Evaluation

    Performance is measured based on:

    • Speed to lead (response time)
    • Number of dials per week
    • Conversion rate (lead to appointment)
    • Follow-up consistency
    • CRM accuracy and task completion
    • Appointment show rate
    • Overall contribution to revenue
    • Work Environment
    • Fully remote role
    • Fast-paced, performance-based environment
    • Requires reliable internet and professional workspace
    • High accountability and ownership required

    Software & Tools

    • CRM systems (Salesforce or similar)
    • Communication tools (phone, email, SMS)
    • Scheduling tools
    • Reporting tools
    • Compensation & Benefits
    • Base hourly pay
    • Commission based on booked and completed appointments
    • Paid time off

    Final Notes

    This role is critical to the company’s revenue generation. The Call Center Agent directly impacts performance by ensuring every lead is handled efficiently and converted into scheduled appointments.

    Success in this role means:

    • Fast response times
    • High conversion rates
    • Consistent follow-up
    • Accurate CRM management
    • Strong ownership of the pipeline

    About our Client

    A home improvement company focused on converting inbound marketing leads into scheduled appointments for services. The business relies heavily on efficient lead handling, fast response times, and strong conversion processes to drive revenue.

    The company operates in a performance-driven environment where every lead represents a direct marketing investment and must be handled with urgency and professionalism.

    Department:
    Sales
    remote
    21 de abril de 2026

    The Medical Records Coordinator is responsible for managing all medical record, billing, and lien requests related to personal injury cases.

    This role is highly execution-driven and requires strong organization, persistence in follow-ups, and strict attention to detail. The coordinator ensures all records are requested, tracked, received, and properly organized to support case progression.

    The role is critical to maintaining case timelines, ensuring documentation completeness, and supporting the legal team.

    Key Responsibilities

    Medical Records & Billing Management

    • Submit requests for medical records, bills, and liens using Smart Advocate
    • Follow up consistently with providers, hospitals, and third-party portals
    • Ensure all requests are documented and tracked properly
    • Maintain organized tracking of all outstanding and completed requests

    Record Organization & Uploading

    • Review, name, and organize records and bills in Smart Advocate
    • Upload documents accurately into case files
    • Notify legal team upon receipt of records via Slack, notes, or email
    • Maintain HIPAA compliance and confidentiality standards

    Follow-Up & Workflow Management

    • Review a minimum of 25 files weekly to ensure records are up to date
    • Follow up on hospital records at 30 days
    • Follow up on other providers within 2–3 days of requests
    • Monitor third-party portals daily for updates
    • Ensure no request is left untracked or incomplete

    Weekly Workflow Execution

    • Monday: Follow up on missing records and review priority requests
    • Tuesday & Wednesday: Submit new requests and upload received records
    • Thursday: Follow up on recent requests
    • Friday: Final follow-ups and submit weekly report by end of day

    Case & Team Support

    • Collaborate with attorneys, paralegals, and case managers
    • Escalate delays or issues promptly
    • Track referred-out cases and follow up consistently
    • Participate in team meetings and support special projects

    Qualifications

    • 1–2+ years of experience in legal or medical records environment (preferred)
    • Strong attention to detail and organizational skills
    • Excellent written and verbal communication skills
    • Ability to manage multiple tasks independently
    • Familiarity with personal injury cases (preferred)
    • Experience with Smart Advocate or similar case management systems
    • Understanding of HIPAA compliance and confidentiality

    Typical Work Day

    • Submit and track medical record requests
    • Follow up with providers and portals
    • Upload and organize documentation
    • Review case files for missing records
    • Communicate updates to legal team
    • Maintain accurate tracking of all requests

    Typical Workweek

    • Manage record requests and follow-ups across all cases
    • Execute structured weekly workflow
    • Maintain documentation and system updates
    • Support legal team with case needs
    • Ensure timely completion of all tasks

    Performance Evaluation

    Performance is measured based on:

    • Timeliness of record requests and follow-ups
    • Accuracy of documentation and file organization
    • Number of files reviewed weekly
    • Reduction in missing records and delays
    • Responsiveness to team needs
    • Compliance with workflow standards

    Work Environment

    • Fully remote role
    • Requires reliable internet and professional workspace
    • High level of organization and independence
    • Ability to manage repetitive, detail-oriented tasks

    Software & Tools

    • Smart Advocate
    • Outlook (Email & Calendar)
    • Zoom Phone
    • Microsoft Office Suite
    • Slack
    • Dropbox
    • Medical record portals (Datavant Health, MedRequest, etc.)

    Final Notes

    This role is essential for maintaining accurate and timely medical documentation across all cases. The Medical Records Coordinator directly impacts case progression, operational efficiency, and overall firm performance.

    Success in this role means:

    • Consistent follow-ups
    • Accurate documentation
    • Organized case files
    • Reduced delays in record collection
    • Strong communication with the legal team

    About the Company

    A personal injury law firm focused on managing cases efficiently through structured workflows, timely documentation, and strong operational systems.

    The firm handles medical records, billing, and lien coordination as a critical part of case progression, requiring accuracy, persistence, and consistent follow-up with providers and third-party systems.

    Department:
    Legal
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