Source Job

• Manage the full client intake and onboarding process, handling client inquiries.
• Audit recent intakes, identify gaps, and resolve backlogs to stabilize workflows and document management.
• Develop and maintain standard operating procedures, guides, and training materials for client intake processes.

Daniel, Williams & Associates, PLLC (DWA) is a boutique-sized, minority, women-owned law firm with offices in Texas and Louisiana, specializing in personal injury, employment, and immigration law, offering full-service legal solutions with a client-first philosophy. They are dedicated to making a 'big impact' through their services while maintaining their commitment to honesty and integrity.

• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

• Answer incoming calls and explain Manifest’s services.
• Review leads and classify lead strength.
• Ensure lead data is complete and entered correctly.

Manifest is rebuilding the legal system, starting with business immigration. They pair top attorneys with software to help global talent live and work in the U.S. This company is backed by world-class investors and scaling fast.

• Evaluate what AI models produce in your field.
• Assess content related to your field of work.
• Deliver clear, structured feedback to strengthen the model’s understanding.

Handshake is connecting students to early talent. They are leveraging professional experience to evaluate AI models in various sectors.

• Field inquiries from potential clients via phone, email, and online forms
• Match clients with therapists that best suit their psychological needs and logistical preferences
• Schedule appointments based on providers' availability and abilities

Thriving Center of Psychology is committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach to mental health care, integrating the latest research with compassionate, personalized therapy.

• Assign tasks to case managers and track progress.
• Transcribe meeting notes and distribute summaries as needed.
• Serve as a point of contact for clients, maintaining professionalism and confidentiality.

Job Duck connects professionals with remote job opportunities with US-based employers. As a lifestyle company, they ensure that everybody working there has a fantastic time, and they've earned the Great Place to Work Certification every year since 2022.

• Handle inbound and outbound calls, conduct surveys, and gather feedback.
• Ensure customer satisfaction and help clients improve their business strategies.
• Collect and record accurate data from each call to provide detailed reports.

Kestell Company REALTORS is seeking a highly motivated and customer-centric individual to join their growing team as a Remote Call Center Agent.

• Handle communications via phone, email, voicemail, faxes, and chat.
• Conduct thorough intake assessments to understand patient needs and match them with an appropriate provider.
• Ensure all patient interactions and transactions are accurately documented in the Electronic Health Record (EHR) system.

LifeStance Health is a mental healthcare provider striving to help individuals, families, and communities with their mental health needs. They are the fastest-growing mental health practice group in the country, valuing belonging, empathy, courage, and teamwork.

• Provide customer service and interpersonal communication skills to support the ICE law enforcement mission.
• Maintain public and community relations by answering incoming calls and processing web tips.
• Review, analyze, and process tips for further action.

SteerBridge Strategies is a CVE-Verified Service-Disabled, Veteran-Owned Small Business delivering professional services to the U.S. Government and private sector.

• Draft, review, and negotiate customer and partner agreements.
• Support commercial negotiations and help close deals efficiently.
• Own day-to-day execution of the internal contracting process.

TheyDo helps large enterprises align around their customers with an AI-powered journey management platform. They have received $50M in funding and have a fully remote team of over 30 nationalities across 27 countries with a customer-led, people-first culture.

• Research and create sales target lists of potential clients.
• Manage all incoming client inquiries and Support a dedicated team of sales representatives.
• Maintain accurate client data throughout CRM and different systems.

KBRA Analytics, LLC is a premier product platform for high quality data and advanced analytics. They have seasoned teams of industry specialists across each product and provide unparalleled insight creating a foundation of deeper analysis and rapid discovery for users.

• Provide timely and world class customer support to users via multiple channels
• Manage incoming support cases by prioritizing based on severity and or re-route to other departments as required
• Take ownership and follow up on open cases which are unresolved

PointClickCare is a health tech company that helps providers deliver exceptional care. They are founder-led and privately held, empowering their employees to push boundaries and innovate in healthcare and have over 30,000 provider organizations.

• Manage service tasks, process renewals, and respond to policy-related inquiries.
• Maintain client satisfaction and ensure timely and accurate handling of insurance documents and communications.
• Assist clients in filing and updating insurance claims.

Leavitt Group is one of the largest privately-held insurance brokerages in the nation, with over 275 locations across 27 states.

Prepare and send client agreements via DocuSign; maintain a log of sent, signed, and pending contracts. Create and send invoices in QuickBooks Online; track payments, send reminders, maintain records; provide weekly invoice and payment reports. Enter client and project information into PipeDrive or similar CRM; keep CRM updated with contract, payment, and follow-up statuses.

• You will own the communication lifecycle of every project.
• Send clear, frequent updates at every major project stage.
• Serve as the main point of contact while work is in progress.

The client is a U.S. based residential services company operating in the construction and insurance restoration space. They rely on structured workflows, clear communication, and consistent follow up to keep jobs moving and clients informed.

• Evaluate AI models' handling of tasks related to bill and account collection.
• Assess content produced by AI models in the field of bill and account collection.
• Provide structured feedback to improve AI models' understanding of workplace tasks and language.

Handshake is recruiting Bill and Account Collector Professionals to contribute to an hourly, temporary AI research project—but there’s no AI experience needed.

• Own the full sales-cycle from lead to close including outbound prospecting.
• Conduct cold calls daily to generate self-sourced meetings weekly.
• Meet prospects in person, build relationships, and demonstrate product value, while traveling to events to close deals.

EvenUp is on a mission to close the justice gap using technology and AI, empowering personal injury lawyers and victims to get the justice they deserve.

• Assist existing and prospective clients.
• Provide outstanding service and product knowledge.
• Work with multiple clients daily.

AO Garcia Agency has transitioned to a 100% virtual, work-from-home model, enabling individuals to shape their careers around their lives. We seek enthusiastic, self-motivated individuals to support current and potential clients, delivering excellent service and product knowledge.

• Conduct requirements-gathering sessions to understand client needs
• Design and build HotDocs templates, ensuring logical accuracy and maintainability
• Utilize HotDocs scripting to implement automation logic, including: Dynamic variables, conditional logic Logic checks (IF, AND, OR)

Mitratech builds world-class products that simplify operations in the Legal, Risk, Compliance, and HR functions. They are a close-knit, globally dispersed team that thrives in an ecosystem that supports individual excellence and takes pride in its diverse and inclusive work culture.

• Conduct follow-up calls on submitted bids to track status and gather feedback.
• Book and confirm meetings and presentations for the senior sales team.
• Proactively contact existing clients to maintain engagement and identify new opportunities.

Our client is a well-established company founded in 1970 in Miami. They specialize in providing turnkey commercial flooring solutions for large and complex projects across diverse markets including Corporate, Healthcare, Education, and Government.