The role involves conducting high-volume outbound cold calls to qualify leads and book appointments for clients. You will also be responsible for maintaining accurate records in the CRM and following provided scripts to ensure consistent performance.
The assistant will prepare, review, and maintain documentation related to loan accounts, delinquent accounts, and legal cases. They will also manage digital files, track account statuses, and ensure all financial records are accurate and compliant with company procedures.
The role involves managing GoHighLevel CRM systems, pipelines, and AI-powered automations to support construction and home services operations. You will also handle lead nurturing, appointment scheduling, vendor coordination, and general administrative tasks.
The role involves performing daily bookkeeping tasks such as data entry, reconciliations, and managing accounts payable and receivable. Additionally, the assistant will support financial reporting, month-end closing processes, and tax preparation documentation.
The expert will design and build complex GoHighLevel automations, workflows, and pipelines to streamline client operations. They are also responsible for creating high-converting funnels and integrating third-party tools via APIs and webhooks.
Provide general administrative support including email and calendar management. Handle data entry, file organization, research, and reporting based on client needs.
Lead and develop Virtual Assistants through live online training sessions focusing on GoHighLevel, CRM management, and lead generation. Evaluate trainee performance through assessments, mock calls, and scorecards to nominate top candidates for client placement.
