WeAssist.io

Manage the full project lifecycle and operational back-end for 7-10 active business advisory clients. This includes tracking deliverables, holding partners accountable for action items, and maintaining organizational systems in Notion and Google Docs.

Manage lead intake, appointment scheduling, and inbound/outbound call routing to support the sales pipeline. Handle CRM updates, project tracking, and eventually manage social media content for the brand.

The Insurance Customer Service Representative will manage client communications, policy servicing, billing, and renewal tracking for commercial insurance accounts. They are responsible for maintaining accurate documentation and ensuring compliance across all insurance operations.

The Account Strategist will serve as the primary point of contact for clients, managing relationships and driving strategic growth through HubSpot solutions. They are responsible for leading onboarding, identifying upsell opportunities, and ensuring project deliverables meet client business objectives.

The Legal Billing Specialist will manage high-volume billing workflows, including insurance defense and corporate transactional billing. They are also responsible for supporting accounts receivable and accounts payable functions to ensure financial accuracy and operational efficiency.