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Operations Senior Manager, Intake at EvenUp

Senior manager oversees high-volume intake operations across in-house and outsourced teams, managing performance, vendor relationships, staffing, and quality across multiple sites.

Senior Remote Posted about 14 hours ago RemoteFirstJobs Product
What this role involves

EvenUp is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster settlements, higher payouts, and better outcomes for victims injured through no fault of their own in vehicle collisions, accidents, natural disasters, and more.

We are one of the fastest-growing vertical SaaS companies in history, and we are just getting started. EvenUp is backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures, SignalFire, and Lightspeed. We are looking to expand our team with talented, driven, and collaborative individuals who seek to have a lasting impact. Learn more at www.evenuplaw.com.

Intake is the first point of contact for injured claimants and the engine that converts inbound leads into signed clients. We’re looking for a Senior Manager, Intake to own the performance, scale, and quality of a large, distributed intake operation that spans in-house staff and nearshore/BPO partners.

This is a hands-on leadership role for someone who has run high-volume intake or contact-center teams at scale, knows how to get the most out of outsourced and nearshore vendors, and is fluent in the systems and technology that keep a modern intake operation running. You’ll be measured on speed, conversion, quality, and client experience, and you’ll have the mandate to redesign process and tooling to move all four.

What You’ll Do

Lead the intake operation

  • Manage a large, multi-site intake team (in-house and remote), including team leads, supervisors, and intake specialists across time zones.

  • Own daily service levels, staffing coverage, and schedule adherence across a high-volume, extended-hours (often 24⁄7) operation.

  • Coach and develop supervisors; build career paths, performance plans, and a culture of accountability and empathy toward injured clients.

Manage nearshore / BPO partnerships

  • Own the day-to-day relationship with nearshore and BPO vendors, defining SLAs, KPIs, and vendor scorecards, and holding partners accountable to them.

  • Lead vendor selection, onboarding, ramp planning, and capacity forecasting; partner on hiring profiles, training curricula, and quality calibration.

  • Manage bilingual (English/Spanish) intake coverage and ensure consistent quality and compliance across all sites, regardless of location or vendor.

  • Conduct regular business reviews (WBRs/QBRs) and drive continuous improvement on cost-per-signed-case and conversion.

Own performance and metrics

  • Define, track, and improve core intake KPIs: speed-to-lead, contact and connect rates, lead-to-retainer conversion, sign-up/retention rate, abandonment, and quality/QA scores.

  • Build dashboards and reporting that give leadership real-time visibility into pipeline, funnel drop-off, and vendor performance.

  • Diagnose bottlenecks across the funnel and run experiments to lift conversion and reduce time-to-sign.

Own the systems and process

  • Serve as the operational owner of the intake tech stack, CRM/case-management, lead management and routing, telephony/dialer, e-signature, and workforce-management tools.

  • Design and document intake workflows, call scripts, screening criteria, disqualification logic, lead routing, and follow-up cadences.

  • Partner with cross-functional stakeholders to configure and optimize systems, automate manual steps, and ensure clean data flow from first contact through signed retainer.

  • Build and maintain a QA/call-monitoring program with scorecards, calibration sessions, and coaching feedback loops.

Partner cross-functionally

  • Work closely with Marketing on lead quality, source performance, and speed-to-lead handoffs.

  • Coordinate with Case Management / Legal on clean case handoffs, sign-up packets, and documentation standards.

  • Ensure the operation stays compliant with applicable rules on client solicitation, consent, call recording, and data privacy.

What You Bring

  • 6+ years of intake, contact-center, or client-services operations experience, including 3+ years managing large teams (typically 30+ agents directly or through supervisors).

  • Personal injury, mass tort, or legal-services intake experience.

  • Bilingual (English/Spanish) or experience managing bilingual/LATAM nearshore operations.

  • Direct experience managing nearshore and/or BPO/outsourced teams, including SLA definition, vendor management, scorecards, and capacity/ramp planning.

  • Proven track record managing large remote/distributed teams and hitting service levels across multiple sites and time zones.

  • Working command of the systems that govern an intake operation, CRM / case-management platforms (e.g., Litify, Salesforce, Filevine, SmartAdvocate, CasePeer, Lead Docket), dialers/telephony (e.g., Five9, Genesys, RingCentral, Twilio), lead-routing, e-signature, and workforce-management tooling.

  • Fluency with intake/contact-center metrics and the ability to turn data into action.

  • Strong people-leadership, coaching, and communication skills.

Benefits & Perks:

As part of our total rewards package, we offer attractive benefits and perks to our employees, including:

  • Choice of medical, dental, and vision insurance plans for you and your family.

  • Additional insurance coverage options for life, accident, or critical illness.

  • Flexible paid time off, sick leave, short-term and long-term disability.

  • 10 US observed holidays, and Canadian statutory holidays by province.

  • A home office stipend.

  • 401(k) for US-based employees and RRSP for Canada-based employees.

  • Paid parental leave.

  • A local in-person meet-up program.

  • Hubs in San Francisco and Toronto.

(Please note the above benefits & perks are for full-time employees)

Notice to Candidates:

To ensure fairness and proper consideration, we do not accept resumes or expressions of interest via email or social media messages. If you’re interested in a role, please submit your application directly through our careers page .

Please note that EvenUp may use AI notetakers and other recording devices in the recruiting process. If you interview with us, with your consent, we may record your conversations and summarize them into notes for internal use. Recording is optional, and declining will not affect your candidacy.

EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Read the full description
Operations CPT-11407 Property Management & Business Operations Virtual Assistant at 20four7VA

Virtual assistant manages property operations, tenant communications, contractor coordination, and business workflows for real estate and car rental businesses.

Junior Remote Posted about 14 hours ago RemoteFirstJobs Product
What this role involves

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!

If you’re interested in this opportunity, click APPLY TO POSITION to proceed.

\*\*\******************************************************************

Title: Independent Contractor – CPT-11407 Property Management & Business Operations Virtual Assistant/Business Support VA/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A growing entrepreneur managing real estate/property management operations and a Turo/car rental business is seeking two versatile Business Support Virtual Assistants to help operate and scale the businesses.

The immediate plan is to start two part-time VAs with overlapping coverage, allowing both to learn the company’s processes and provide backup for one another. Based on performance and business growth, both positions are expected to progress toward full-time over the first 10-12 months.

The client is specifically looking for long-term team members who want to grow with the business over multiple years, learn increasingly complex workflows, and potentially advance into more leadership responsibilities as additional VAs are added.

In addition to the requirements below, the candidate needs to be explicitly proactive in regards to business improvement, process improvement, and suggesting ideas to promote the continued growth of the business.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Property & Operations Support

  • Communicate with tenants, contractors, municipalities, and other business contacts
  • Handle routine communication through phone, text, and email
  • Track outstanding operational tasks and follow-ups
  • Assist with coordinating contractor workloads
    • Do follow ups with contractors and clients via phone call, messaging, video/phots and follow up with clients to make sure work done as promised
    • Keep track of time contractors are working through text, chat, voice calls, and photo/video
    • Responsible for proof of work verification
  • Maintain organized property and operational records
  • Follow detailed client-provided procedures and workflows

Car Rental Support

  • Manage routine Turo customer communication
  • Communicate with Turo support when necessary
  • Assist with rental scheduling and customer-related workflows
  • Support the client’s developing private car rental operation
  • Maintain accurate rental and customer information
  • Company is transitioning to run dual tech stack with Turo and one prime rental service (like Enterprise, Alamo, etc)
    • VA must have ability to follow up and pitch this to clients, promoting the transition to private platform

Administrative & Technology Support

  • Work across the client’s existing and newly implemented business applications
  • Use remote desktop systems when required
  • Maintain organized records, trackers, and communications
  • Use AI tools such as Claude or similar platforms to improve recurring workflows where appropriate
  • Identify repetitive tasks that may be streamlined or automated
  • Learn new systems and processes as the business expands

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

  • Previous business support, operations, executive assistant, or customer service experience required
  • Property management or real estate experience is a strong plus but not required
  • Turo, car rental, or transportation experience is a plus
  • Strong phone, SMS, WhatsApp, and email communication skills
  • Experience coordinating contractors or service providers preferred
  • CRM and business software experience required
  • AI/LLM experience strongly preferred
  • Strong ability to learn complex client-specific processes
  • Ability to navigate and/or the willingness to learn Facebook, Instagram, TikTok business to achieve clients goals

IDEAL CANDIDATE PROFILE

  • Excellent spoken English with a native or near-native accent
  • Comfortable communicating with U.S.-based tenants, customers, contractors, and government offices
  • Highly organized and dependable
  • Strong executive assistant / operations mindset
  • Self-motivated and eager to learn new technology
  • Comfortable using AI tools or highly motivated to learn
  • Interested in a long-term growth position rather than short-term VA work
  • Capable of taking on increasing responsibility over time

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

  • Microsoft Office / Google Workspace
  • Google Voice / VoIP Systems
  • TeamViewer / Remote Desktop Tools
  • AI Tools such as Claude / ChatGPT
  • Property Management / Business Operations Platforms – Client Training Provided
  • Turo – Preferred / Training Provided

Work Schedule

  • Contracted Hours per Week: 20 hours/week per VA (Two part-time VAs to start; one expected to progress toward full-time based on performance)
  • Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
  • Daily Working Time: Shift 1- 10:00 AM - 2:30 PM EST (with a 30-minute break); Shift 2- 2:00 PM - 6:30 PM EST
  • (Training will be combined 4- 8 AM EST during the first 3-4 weeks of onboarding)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

  • Contractors will operate under a Master Services Agreement and a Statement of Work
  • This is not an offer of employment; contractors are not employees of 20four7VA or any client
  • All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

  • REQUIRED SERVICE: Business Support

  • REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level

  • Contracted Hours per Week: 20 hours/week per VA (Two part-time VAs to start; one expected to progress toward full-time based on performance)

  • Daily Working Time: Shift 1- 10:00 AM - 2:30 PM EST (with a 30-minute break); Shift 2- 2:00 PM - 6:30 PM EST

    • (Training will be combined 4- 8 AM EST during the first 3-4 weeks of onboarding)
  • Scheduled Working Days: Monday-Friday

  • REPORTING TO/POC: To Be Determined

  • Number of VAs: 2

  • GENDER PREFERENCE: None

  • LANGUAGES SPOKEN/PREFERENCE: English

  • ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Required)

  • REGION PREFERENCES: Any

What we offer

  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!
Read the full description
Operations Document Specialist (Texas) at InfoTrack US

Coordinates between customers and field agents to ensure timely order fulfillment, handles inquiries, generates reports, and optimizes order tracking systems.

Junior Remote Posted about 14 hours ago RemoteFirstJobs Product
What this role involves

About the role

Our Document Specialists are the key drivers of our field services and operations. They are the team members that act as the crucial coordinator between our customers and our field agents to ensure that all orders are performed timely and accurately. The Document Specialist reports through their Team Lead to the Fulfillment Manager as part of the Operations group.

This is a full-time, competitively compensated hourly role.

The hourly compensation range for this role is $19.35–$25.00, depending on experience and qualifications.

This is a fully remote, U.S.-based role, allowing you to work from anywhere within the contiguous United States. excluding Hawaii and Alaska.

About InfoTrack

InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully. We’re global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.

As a highly ambitious company, we know that our people are critical to our success. That’s why we’re passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you’re smart, dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, join us.

Responsibilities

  • Handle customer inquiries and escalations, as well as collaborating with customer support, customer success managers, and field affiliates, with specific focus on timely deployment and status updates, accuracy of work orders, and responsiveness

  • Achieve stated productivity goals and generate daily/weekly reports for management on individual metrics as required

  • Develop and constantly improve systems for tracking orders and responsibilities for maximum efficiencies for our customers

  • Productivity – process-driven experience with ability to adapt and change; ability to multi-task and adapt to new processes crucial

  • Legal /Litigation Background – 1-2 years (or more) of legal/litigation support or similar experience

  • Problem-Solving and Poise – ability to multi-task and problem-solve; also, exercise patience and remain calm in stressful situations

  • Customer Focus – experience in keeping the customer (whether external or internal) as a constant element in decision-making

  • Technology – solid computer and technical skills (experience with Outlook/Microsoft Office suite and Adobe Acrobat imperative; Slack and Service Cloud a big plus)

  • Quality – high degree of detail and accuracy, learns from mistakes so that they never re-occur; reliability a huge factor as well

  • Communicator – strong verbal and written communication skills

  • Attitude – having a positive outlook and a sense of humor to deal with the inevitable frustrations is a plus

  • Must reside in the United States

What sets InfoTrack apart We strive to ensure that you have the resources and training that you need to successfully collaborate and succeed. At InfoTrack, we’re committed to a workplace where everyone feels comfortable to do their best work and, yes, have fun!

We offer:

Excellent health, dental, and vision plans, 401k match, 20 days of paid time off, plus more competitive benefits.

Work with a knowledgeable, high-achieving, experienced, and fun team.

Be part of a culture obsessive about learning, development, and career growth.

Learn more about life at InfoTrack on our website.

InfoTrack is certified as a Great Place to WorkÂŽ

Our Commitment

We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.

InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Read the full description
Operations CPT-11407 Property Management & Business Operations Virtual Assistant at 20four7VA

Virtual assistant handles property management operations, tenant communications, contractor coordination, and business process improvement for real estate and car rental ventures.

Mid Remote Posted about 14 hours ago RemoteFirstJobs Product
What this role involves

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!

If you’re interested in this opportunity, click APPLY TO POSITION to proceed.

\*\*\******************************************************************

Title: Independent Contractor – CPT-11407 Property Management & Business Operations Virtual Assistant/Business Support VA/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A growing entrepreneur managing real estate/property management operations and a Turo/car rental business is seeking two versatile Business Support Virtual Assistants to help operate and scale the businesses.

The immediate plan is to start two part-time VAs with overlapping coverage, allowing both to learn the company’s processes and provide backup for one another. Based on performance and business growth, both positions are expected to progress toward full-time over the first 10-12 months.

The client is specifically looking for long-term team members who want to grow with the business over multiple years, learn increasingly complex workflows, and potentially advance into more leadership responsibilities as additional VAs are added.

In addition to the requirements below, the candidate needs to be explicitly proactive in regards to business improvement, process improvement, and suggesting ideas to promote the continued growth of the business.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Property & Operations Support

  • Communicate with tenants, contractors, municipalities, and other business contacts
  • Handle routine communication through phone, text, and email
  • Track outstanding operational tasks and follow-ups
  • Assist with coordinating contractor workloads
    • Do follow ups with contractors and clients via phone call, messaging, video/phots and follow up with clients to make sure work done as promised
    • Keep track of time contractors are working through text, chat, voice calls, and photo/video
    • Responsible for proof of work verification
  • Maintain organized property and operational records
  • Follow detailed client-provided procedures and workflows

Car Rental Support

  • Manage routine Turo customer communication
  • Communicate with Turo support when necessary
  • Assist with rental scheduling and customer-related workflows
  • Support the client’s developing private car rental operation
  • Maintain accurate rental and customer information
  • Company is transitioning to run dual tech stack with Turo and one prime rental service (like Enterprise, Alamo, etc)
    • VA must have ability to follow up and pitch this to clients, promoting the transition to private platform

Administrative & Technology Support

  • Work across the client’s existing and newly implemented business applications
  • Use remote desktop systems when required
  • Maintain organized records, trackers, and communications
  • Use AI tools such as Claude or similar platforms to improve recurring workflows where appropriate
  • Identify repetitive tasks that may be streamlined or automated
  • Learn new systems and processes as the business expands

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

  • Previous business support, operations, executive assistant, or customer service experience required
  • Property management or real estate experience is a strong plus but not required
  • Turo, car rental, or transportation experience is a plus
  • Strong phone, SMS, WhatsApp, and email communication skills
  • Experience coordinating contractors or service providers preferred
  • CRM and business software experience required
  • AI/LLM experience strongly preferred
  • Strong ability to learn complex client-specific processes
  • Ability to navigate and/or the willingness to learn Facebook, Instagram, TikTok business to achieve clients goals

IDEAL CANDIDATE PROFILE

  • Excellent spoken English with a native or near-native accent
  • Comfortable communicating with U.S.-based tenants, customers, contractors, and government offices
  • Highly organized and dependable
  • Strong executive assistant / operations mindset
  • Self-motivated and eager to learn new technology
  • Comfortable using AI tools or highly motivated to learn
  • Interested in a long-term growth position rather than short-term VA work
  • Capable of taking on increasing responsibility over time

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

  • Microsoft Office / Google Workspace
  • Google Voice / VoIP Systems
  • TeamViewer / Remote Desktop Tools
  • AI Tools such as Claude / ChatGPT
  • Property Management / Business Operations Platforms – Client Training Provided
  • Turo – Preferred / Training Provided

Work Schedule

  • Contracted Hours per Week: 20 hours/week per VA (Two part-time VAs to start; one expected to progress toward full-time based on performance)
  • Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
  • Daily Working Time: Shift 1- 10:00 AM - 2:30 PM EST (with a 30-minute break); Shift 2- 2:00 PM - 6:30 PM EST
  • (Training will be combined 4- 8 AM EST during the first 3-4 weeks of onboarding)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

  • Contractors will operate under a Master Services Agreement and a Statement of Work
  • This is not an offer of employment; contractors are not employees of 20four7VA or any client
  • All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

  • REQUIRED SERVICE: Business Support

  • REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level

  • Contracted Hours per Week: 20 hours/week per VA (Two part-time VAs to start; one expected to progress toward full-time based on performance)

  • Daily Working Time: Shift 1- 10:00 AM - 2:30 PM EST (with a 30-minute break); Shift 2- 2:00 PM - 6:30 PM EST

    • (Training will be combined 4- 8 AM EST during the first 3-4 weeks of onboarding)
  • Scheduled Working Days: Monday-Friday

  • REPORTING TO/POC: To Be Determined

  • Number of VAs: 2

  • GENDER PREFERENCE: None

  • LANGUAGES SPOKEN/PREFERENCE: English

  • ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Required)

  • REGION PREFERENCES: Any

What we offer

  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!
Read the full description
Operations CPT-11456 Real Estate Transaction Coordinator Virtual Assistant at 20four7VA

Coordinates residential real estate transactions by preparing documents, managing disclosures, tracking signatures, and maintaining files using specialized software.

Mid Remote Posted about 14 hours ago RemoteFirstJobs Product
What this role involves

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing.

Log in using your 20four7VA-issued email address to access the portal.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!

If you’re interested in this opportunity, click APPLY TO POSITION to proceed.

\*\*\******************************************************************

Title: CPT-11456 Real Estate Transaction Coordinator Virtual Assistant

Independent Contractor – CPT-11456 Real Estate Transaction Coordinator Virtual Assistant/Real Estate VA/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

An experienced California Realtor is seeking a part-time Real Estate Transaction Coordinator Virtual Assistant to support the paperwork and administrative side of residential real estate transactions.

The primary responsibility is ensuring transaction documents, disclosures, signatures, and files are prepared and maintained accurately. The client has an established checklist and uses SkySlope to track required documents throughout each transaction.

The ideal candidate has direct U.S. real estate transaction coordination experience and is already familiar with common real estate terminology, transaction documents, disclosures, and electronic signature workflows. California experience is preferred but not required.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Transaction & Document Coordination

  • Prepare seller disclosures and other required transaction documents
  • Prepare buyer representation and related paperwork
  • Send documents for electronic signature and follow up on outstanding signatures
  • Review documents for completeness and proper execution
  • Ensure signatures, initials, and required information are in the correct locations
  • Upload completed documents into the appropriate transaction files
  • Assist with basic MLS-related administrative tasks as needed

SkySlope & File Management

  • Maintain transaction files and required documentation within SkySlope
  • Follow established transaction checklists
  • Monitor missing or outstanding forms
  • Upload completed documentation into the appropriate locations
  • Keep files organized and current throughout the transaction
  • Flag missing information or documentation for internal review

Email & Administrative Support

  • Communicate with clients and transaction parties primarily through email
  • Draft clear, professional emails with proper grammar
  • Follow up regarding documents and signatures as directed
  • Maintain organized records and transaction correspondence
  • Assist with additional real estate administrative tasks as needed

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

  • Previous U.S. real estate transaction coordination experience required
  • Experience with real estate disclosures and transaction paperwork required
  • SkySlope experience strongly preferred
  • DocuSign or similar e-signature experience required
  • California real estate transaction experience is a plus
  • MLS experience preferred
  • Excellent written English communication required
  • Strong attention to detail and document accuracy required
  • General real estate administrative or executive assistant experience is a plus

IDEAL CANDIDATE PROFILE

  • Previous hands-on U.S. real estate transaction coordination experience
  • Extremely detail-oriented and accurate
  • Strong understanding of real estate forms and terminology
  • Excellent written English and grammar
  • Comfortable reviewing paperwork for missing signatures or information
  • Organized and consistent with transaction checklists
  • Able to learn California-specific forms and processes quickly
  • Dependable with strong follow-through

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

  • SkySlope – Strongly Preferred
  • DocuSign
  • MLS Platforms
  • Email Platforms
  • Microsoft Office / Google Workspace

Work Schedule

  • Contracted Hours per Week: 10 Hours
  • Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
  • Daily Working Time: Flexible PST Business Hours – TBD

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

  • Contractors will operate under a Master Services Agreement and a Statement of Work
  • This is not an offer of employment; contractors are not employees of 20four7VA or any client
  • All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

  • REQUIRED SERVICE: Real Estate VA
  • REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level
  • Contracted Hours per Week: 10 hours/week
  • Daily Working Time: Flexible PST Business Hours – TBD
  • Scheduled Working Days: Monday-Friday
  • REPORTING TO/POC: To Be Determined
  • Number of VAs: 1
  • GENDER PREFERENCE: None
  • LANGUAGES SPOKEN/PREFERENCE: English
  • ACCENT PREFERENCE: Level A-C (Excellent Written English Required)
  • REGION PREFERENCES: Any

What we offer

  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!
Read the full description
Operations Senior Manager, Intake at EvenUp

Leads a large, distributed intake operation across in-house and nearshore teams, managing performance, vendor relationships, staffing, and quality metrics at scale.

Lead Remote Posted about 14 hours ago RemoteFirstJobs Product
What this role involves

EvenUp is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster settlements, higher payouts, and better outcomes for victims injured through no fault of their own in vehicle collisions, accidents, natural disasters, and more.

We are one of the fastest-growing vertical SaaS companies in history, and we are just getting started. EvenUp is backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures, SignalFire, and Lightspeed. We are looking to expand our team with talented, driven, and collaborative individuals who seek to have a lasting impact. Learn more at www.evenuplaw.com.

Intake is the first point of contact for injured claimants and the engine that converts inbound leads into signed clients. We’re looking for a Senior Manager, Intake to own the performance, scale, and quality of a large, distributed intake operation that spans in-house staff and nearshore/BPO partners.

This is a hands-on leadership role for someone who has run high-volume intake or contact-center teams at scale, knows how to get the most out of outsourced and nearshore vendors, and is fluent in the systems and technology that keep a modern intake operation running. You’ll be measured on speed, conversion, quality, and client experience, and you’ll have the mandate to redesign process and tooling to move all four.

What You’ll Do

Lead the intake operation

  • Manage a large, multi-site intake team (in-house and remote), including team leads, supervisors, and intake specialists across time zones.

  • Own daily service levels, staffing coverage, and schedule adherence across a high-volume, extended-hours (often 24⁄7) operation.

  • Coach and develop supervisors; build career paths, performance plans, and a culture of accountability and empathy toward injured clients.

Manage nearshore / BPO partnerships

  • Own the day-to-day relationship with nearshore and BPO vendors, defining SLAs, KPIs, and vendor scorecards, and holding partners accountable to them.

  • Lead vendor selection, onboarding, ramp planning, and capacity forecasting; partner on hiring profiles, training curricula, and quality calibration.

  • Manage bilingual (English/Spanish) intake coverage and ensure consistent quality and compliance across all sites, regardless of location or vendor.

  • Conduct regular business reviews (WBRs/QBRs) and drive continuous improvement on cost-per-signed-case and conversion.

Own performance and metrics

  • Define, track, and improve core intake KPIs: speed-to-lead, contact and connect rates, lead-to-retainer conversion, sign-up/retention rate, abandonment, and quality/QA scores.

  • Build dashboards and reporting that give leadership real-time visibility into pipeline, funnel drop-off, and vendor performance.

  • Diagnose bottlenecks across the funnel and run experiments to lift conversion and reduce time-to-sign.

Own the systems and process

  • Serve as the operational owner of the intake tech stack, CRM/case-management, lead management and routing, telephony/dialer, e-signature, and workforce-management tools.

  • Design and document intake workflows, call scripts, screening criteria, disqualification logic, lead routing, and follow-up cadences.

  • Partner with cross-functional stakeholders to configure and optimize systems, automate manual steps, and ensure clean data flow from first contact through signed retainer.

  • Build and maintain a QA/call-monitoring program with scorecards, calibration sessions, and coaching feedback loops.

Partner cross-functionally

  • Work closely with Marketing on lead quality, source performance, and speed-to-lead handoffs.

  • Coordinate with Case Management / Legal on clean case handoffs, sign-up packets, and documentation standards.

  • Ensure the operation stays compliant with applicable rules on client solicitation, consent, call recording, and data privacy.

What You Bring

  • 6+ years of intake, contact-center, or client-services operations experience, including 3+ years managing large teams (typically 30+ agents directly or through supervisors).

  • Personal injury, mass tort, or legal-services intake experience.

  • Bilingual (English/Spanish) or experience managing bilingual/LATAM nearshore operations.

  • Direct experience managing nearshore and/or BPO/outsourced teams, including SLA definition, vendor management, scorecards, and capacity/ramp planning.

  • Proven track record managing large remote/distributed teams and hitting service levels across multiple sites and time zones.

  • Working command of the systems that govern an intake operation, CRM / case-management platforms (e.g., Litify, Salesforce, Filevine, SmartAdvocate, CasePeer, Lead Docket), dialers/telephony (e.g., Five9, Genesys, RingCentral, Twilio), lead-routing, e-signature, and workforce-management tooling.

  • Fluency with intake/contact-center metrics and the ability to turn data into action.

  • Strong people-leadership, coaching, and communication skills.

Benefits & Perks:

As part of our total rewards package, we offer attractive benefits and perks to our employees, including:

  • Choice of medical, dental, and vision insurance plans for you and your family.

  • Additional insurance coverage options for life, accident, or critical illness.

  • Flexible paid time off, sick leave, short-term and long-term disability.

  • 10 US observed holidays, and Canadian statutory holidays by province.

  • A home office stipend.

  • 401(k) for US-based employees and RRSP for Canada-based employees.

  • Paid parental leave.

  • A local in-person meet-up program.

  • Hubs in San Francisco and Toronto.

(Please note the above benefits & perks are for full-time employees)

Notice to Candidates:

To ensure fairness and proper consideration, we do not accept resumes or expressions of interest via email or social media messages. If you’re interested in a role, please submit your application directly through our careers page .

Please note that EvenUp may use AI notetakers and other recording devices in the recruiting process. If you interview with us, with your consent, we may record your conversations and summarize them into notes for internal use. Recording is optional, and declining will not affect your candidacy.

EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Operations Systems Administrator, Remote Field Services

Manages and maintains IT systems infrastructure to support remote field service operations across the organization.

Mid Remote Posted about 14 hours ago Jobicy AI
What this role involves
About Carvana At Carvana, we’re changing the way people buy and sell cars. With an ambitious vision and a fundamentally different approach designed to be fun, fast, and fair, Carvana...
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Operations HubSpot Implementation Specialist at Pavago

Implements and optimizes HubSpot CRM systems across Sales, Marketing, and Service Hubs, configuring workflows, automating processes, migrating data, and enabling clients to maximize platform value.

Mid Remote Posted 1 day ago RemoteFirstJobs Product
What this role involves

HubSpot Implementation Specialist – Remote

Position Type: Full-Time, Remote

Location: Remote

Working Hours: U.S. Business Hours

About the Role

At Pavago, one of our clients is hiring a skilled HubSpot Implementation Specialist to help businesses maximize the value of the HubSpot platform through successful implementations, system optimization, and client enablement.

In this role, you’ll lead HubSpot implementations across Sales Hub, Marketing Hub, and Service Hub, building scalable CRM solutions, automating business processes, migrating data, and delivering exceptional client experiences. You’ll work closely with Project Managers, Solutions Architects, Developers, and clients to ensure every implementation aligns with business goals and best practices.

If you’re passionate about HubSpot, enjoy solving complex technical challenges, and thrive in a client-facing consulting environment, this role is a strong fit.

What You’ll Own

HubSpot Implementation & System Configuration

  • Configure and optimize HubSpot across:

    • Sales Hub
    • Marketing Hub
    • Service Hub
  • Build and manage:

    • Workflows
    • Automations
    • Pipelines
    • CRM architecture
    • System logic
  • Execute data migrations, including:

    • Data mapping
    • Imports
    • Validation
  • Develop dashboards, reporting, and campaign structures.

  • Support HubSpot CMS and content deployment initiatives.

End-to-End Implementation Delivery

  • Deliver projects from onboarding through deployment.

  • Participate in:

    • Discovery
    • Strategic planning
    • Configuration
    • Development
    • Testing
    • Go-live support
  • Ensure every implementation aligns with client goals and delivery standards.

  • Perform quality assurance testing to ensure accuracy, scalability, and performance.

Client Enablement & Consulting

  • Lead client onboarding and training sessions.

  • Educate clients on HubSpot best practices and platform capabilities.

  • Translate business requirements into scalable HubSpot solutions.

  • Collaborate with:

    • Project Managers
    • Solutions Architects
    • Developers
  • Deliver an exceptional client experience throughout each engagement.

Troubleshooting & Platform Optimization

  • Diagnose and resolve HubSpot platform and integration issues.

  • Improve:

    • CRM structure
    • Workflows
    • Reporting
    • Automation
  • Escalate complex technical issues with detailed documentation.

  • Recommend process improvements based on platform performance.

Performance & Documentation

  • Analyze CRM performance and campaign effectiveness.
  • Provide data-driven recommendations for optimization.
  • Maintain accurate project documentation within HubSpot.
  • Ensure documentation remains organized and scalable.

What Success Looks Like

  • HubSpot implementations are delivered successfully and on schedule.
  • Clients confidently adopt and utilize the HubSpot platform.
  • CRM systems remain scalable, organized, and efficient.
  • Automations improve operational efficiency.
  • Data migrations are completed accurately.
  • Clients receive proactive guidance that drives long-term success.

What Makes You a Strong Fit

  • You enjoy solving complex technical and operational challenges.
  • You combine technical expertise with excellent client communication.
  • You thrive in fast-paced consulting environments.
  • You’re highly organized and detail-oriented.
  • You proactively identify opportunities for optimization.
  • You enjoy helping clients maximize their technology investments.

Required Experience & Skills

Experience

  • Proven hands-on experience with:

    • HubSpot Sales Hub
    • HubSpot Marketing Hub
    • HubSpot Service Hub
  • Strong expertise in:

    • CRM architecture
    • Workflows
    • Automation
    • Pipelines
  • Experience with:

    • Data migration
    • System integrations
    • Troubleshooting
    • Platform optimization
  • Ability to manage multiple implementation projects simultaneously.

  • Professional written and spoken English.

  • Experience leading:

    • Client meetings
    • Training sessions
    • Solution workshops
  • Strong analytical and problem-solving skills.

Nice to Have

  • Active HubSpot Certifications or willingness to obtain them.
  • Experience with HubSpot CMS.
  • Background in digital marketing or CRM consulting.
  • Experience working in implementation agencies or consulting environments.
  • Knowledge of API integrations and third-party business applications.

Tech Stack

  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • HubSpot CMS
  • Google Workspace
  • Microsoft Office
  • CRM reporting and dashboard tools
  • AI productivity tools (ChatGPT, Microsoft Copilot, Claude, or similar)

What a Typical Day Looks Like

  • Meet with clients to review implementation progress.
  • Configure HubSpot workflows, pipelines, and automations.
  • Execute data imports and validate CRM data.
  • Troubleshoot platform or integration issues.
  • Build dashboards and reporting.
  • Train clients on HubSpot functionality and best practices.
  • Collaborate with Project Managers, Developers, and Solutions Architects.
  • Update project documentation and implementation milestones.

In short: You’ll design, build, optimize, and support HubSpot solutions that help clients streamline operations, improve customer engagement, and achieve their business goals.

Key Metrics for Success (KPIs)

  • Successful implementation delivery.
  • Project completion within timeline and scope.
  • Client satisfaction.
  • HubSpot adoption and utilization rates.
  • CRM accuracy and data integrity.
  • Workflow and automation performance.
  • Quality assurance and documentation accuracy.

Why This Role Stands Out

  • Work with a leading HubSpot implementation agency.

  • Partner directly with clients to solve meaningful business challenges.

  • Continuous opportunities for HubSpot certifications and professional development.

  • Fully remote role with flexible work arrangements.

  • Collaborative team environment focused on learning and innovation.

  • Career progression into:

    • Senior HubSpot Consultant
    • Solutions Architect
    • CRM Implementation Lead
    • Client Success Leadership

Interview Process

  1. Application Review
  2. Spark Hire Intro Video (3–5 minutes)
  3. Client Interview
  4. Offer & Onboarding

What Happens After You Apply

After submitting your application, you’ll receive an email invitation from Spark Hire to record a short 3–5 minute Intro Video. This is the first step in our hiring process and can be completed whenever it’s convenient for you.

Instead of an initial screening call, you’ll have one opportunity to introduce yourself, discuss your HubSpot implementation experience, and explain how you’ve configured CRM systems, built automations, managed data migrations, and supported clients throughout implementation projects. You’ll also have the chance to highlight your consulting approach, troubleshooting expertise, and experience working across HubSpot’s Sales, Marketing, and Service Hubs. Your video will be reviewed by the hiring team before moving forward to the client interview.

You can record your video as many times as you’d like before submitting it—only your final version will be reviewed.

Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after applying.

Apply Now

If you’re passionate about HubSpot, enjoy helping businesses optimize their CRM, and thrive in a client-facing consulting environment, we’d love to hear from you. Apply today and help organizations unlock the full potential of the HubSpot platform.

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Operations Executive Assistant - EOS Implementer Support (Full-Time / Two-Client Coverage) at FreedUp

Executive Assistant manages workflows, organizes session recordings and notes, and handles administrative operations for EOS implementer and founder using AI tools and project management software.

Mid Remote Posted 1 day ago RemoteFirstJobs Product
What this role involves

FreedUp is seeking a proactive and detail-oriented Executive Assistant (EA) to support a Founder and EOS Implementer who runs quarterly and annual sessions for a portfolio of client businesses. This role is ideal for someone who thrives on structure, follow-through, and turning scattered notes, recordings, and ideas into organized, actionable systems.

We’re a high-performance team with a culture built around accountability, clarity, and efficiency. We’re looking for a proactive, detail-oriented Executive Assistant to directly support our client — helping streamline his session workflow, inbox, and daily operations so he can stay focused on implementing EOS with clients, developing relationships, and writing.

This is a part-time, remote position that requires strong written communication, organizational excellence, and comfort working with AI-assisted tools like Plaud and Ninety.io.

Set up: Shared EA by two executives

Location: Fully Remote- LATAM

Job Type: Full-Time (this role combines two part-time client engagements — approx. 15-20 hrs/week with each client)

Salary: $1000– $1800 per month (based on experience and hours)

  • 3+ years of experience as an Executive Assistant, Operations Coordinator, or similar role supporting senior leadership or a solo consultant/founder.
  • Excellent written and verbal communication skills.
  • Tech-savvy and comfortable working across a varied digital toolset, including AI note-taking and transcription tools.
  • Direct experience with, or strong aptitude for quickly learning, Plaud (AI recording/transcription device) — you’ll be responsible for syncing, organizing, and turning session recordings into polished summaries.
  • Familiarity with, or willingness to learn, Ninety.io or similar EOS software (Ninety, Bloom Growth/Stretti) used to track client rocks, issues, and scorecards.
  • Strong organizational and prioritization abilities; comfortable building a system from scratch when one doesn’t exist yet.
  • Proven ability to manage sensitive information with discretion, including personal and financial details.
  • Proactive, self-directed, and comfortable asking “what’s the best way to capture this?” rather than waiting to be told.
  • Experience managing both business and personal responsibilities for a founder or executive is a plus.
  • Basic knowledge of bookkeeping, invoicing, or QuickBooks preferred.
  • Technical Requirements: Reliable high-speed internet and a modern home office setup.

Key Responsibilities

  • Session Process Management: Own the end-to-end workflow around client sessions (roughly 4–10 per month). Handle pre-session prep (venue confirmation, invoicing, materials), and post-session wrap-up (payment/deposit tracking, updating client records and session trackers). Sync and organize recordings from the Plaud device, and consolidate Plaud transcripts, board photos, and handwritten notes into a single clean session summary.
  • Inbox Management: Triage the inbox daily toward zero using a four-category system (Action Needed, Follow Up, If Interested, Read), archiving rather than deleting. Draft and send routine responses and post-session follow-up emails from templates, and file recurring items (receipts, prospecting/spam) into the right folders.
  • Capture System & Content Support: Build and maintain a single, reliable capture system for to-dos, issues, and article/content ideas that currently live scattered across Google Tasks, Notion, and paper notes. Help transform captured thoughts and session observations into draft articles or content pieces.
  • Client Records & EOS Software: Keep client journey records and session trackers up to date, and maintain data in Ninety.io (or the applicable client’s EOS software) to track ratings, rocks, and outcomes across the client portfolio.
  • Financial & Administrative Support: Manage recurring invoicing for client sessions in QuickBooks, support basic bookkeeping categorization and bank reconciliation, and track personal expense categorization (e.g., via Copilot) as needed.
  • Travel & Event Coordination: Book flights and hotels (including via Marriott Bonvoy), and research and plan the annual multi-week summer trip and other travel logistics.
  • Home & Personal Support: Manage a separate personal inbox (kept distinct from EOS-affiliated email), pay bills, help enroll kids in activities, coordinate vehicle maintenance appointments, and monitor a legacy personal-project inbox.
  • Reporting & Accountability: Provide structured weekly updates on session prep status, inbox status, and outstanding to-dos, and support ongoing refinement of SOPs as new processes are adopted.

Tools & Communication

  • Plaud (AI recording/transcription device) — central to session capture; comfort managing sync, renaming, and summary generation is essential.

  • Ninety.io — primary EOS software for tracking client progress, rocks, and issues.

  • Notion, Google Workspace (Gmail, Calendar, Drive, Tasks), QuickBooks, Claude, ChatGPT, NotebookLM, 11 Reader.

  • Preferred Communication: Text/direct message (daily), email summaries, weekly check-in calls.

  • International experience

  • Opportunity to work remotely from anywhere

  • Supportive and collaborative team environment

  • Learning and development opportunities

  • Potential Performance Bonuses

  • PTO

  • HMO after 3 months

Read the full description
Operations Executive Assistant - EOS Implementer Support (Full-Time / Two-Client Coverage) at FreedUp

Executive Assistant manages session workflows, organizes recordings and notes, and coordinates daily operations for two EOS Implementer executives using AI tools and project management software.

Mid Remote Posted 1 day ago RemoteFirstJobs Product
What this role involves

FreedUp is seeking a proactive and detail-oriented Executive Assistant (EA) to support a Founder and EOS Implementer who runs quarterly and annual sessions for a portfolio of client businesses. This role is ideal for someone who thrives on structure, follow-through, and turning scattered notes, recordings, and ideas into organized, actionable systems.

We’re a high-performance team with a culture built around accountability, clarity, and efficiency. We’re looking for a proactive, detail-oriented Executive Assistant to directly support our client — helping streamline his session workflow, inbox, and daily operations so he can stay focused on implementing EOS with clients, developing relationships, and writing.

This is a part-time, remote position that requires strong written communication, organizational excellence, and comfort working with AI-assisted tools like Plaud and Ninety.io.

Set up: Shared EA by two executives

Location: Fully Remote- LATAM

Job Type: Full-Time (this role combines two part-time client engagements — approx. 15-20 hrs/week with each client)

Salary: $1000– $1800 per month (based on experience and hours)

  • 3+ years of experience as an Executive Assistant, Operations Coordinator, or similar role supporting senior leadership or a solo consultant/founder.
  • Excellent written and verbal communication skills.
  • Tech-savvy and comfortable working across a varied digital toolset, including AI note-taking and transcription tools.
  • Direct experience with, or strong aptitude for quickly learning, Plaud (AI recording/transcription device) — you’ll be responsible for syncing, organizing, and turning session recordings into polished summaries.
  • Familiarity with, or willingness to learn, Ninety.io or similar EOS software (Ninety, Bloom Growth/Stretti) used to track client rocks, issues, and scorecards.
  • Strong organizational and prioritization abilities; comfortable building a system from scratch when one doesn’t exist yet.
  • Proven ability to manage sensitive information with discretion, including personal and financial details.
  • Proactive, self-directed, and comfortable asking “what’s the best way to capture this?” rather than waiting to be told.
  • Experience managing both business and personal responsibilities for a founder or executive is a plus.
  • Basic knowledge of bookkeeping, invoicing, or QuickBooks preferred.
  • Technical Requirements: Reliable high-speed internet and a modern home office setup.

Key Responsibilities

  • Session Process Management: Own the end-to-end workflow around client sessions (roughly 4–10 per month). Handle pre-session prep (venue confirmation, invoicing, materials), and post-session wrap-up (payment/deposit tracking, updating client records and session trackers). Sync and organize recordings from the Plaud device, and consolidate Plaud transcripts, board photos, and handwritten notes into a single clean session summary.
  • Inbox Management: Triage the inbox daily toward zero using a four-category system (Action Needed, Follow Up, If Interested, Read), archiving rather than deleting. Draft and send routine responses and post-session follow-up emails from templates, and file recurring items (receipts, prospecting/spam) into the right folders.
  • Capture System & Content Support: Build and maintain a single, reliable capture system for to-dos, issues, and article/content ideas that currently live scattered across Google Tasks, Notion, and paper notes. Help transform captured thoughts and session observations into draft articles or content pieces.
  • Client Records & EOS Software: Keep client journey records and session trackers up to date, and maintain data in Ninety.io (or the applicable client’s EOS software) to track ratings, rocks, and outcomes across the client portfolio.
  • Financial & Administrative Support: Manage recurring invoicing for client sessions in QuickBooks, support basic bookkeeping categorization and bank reconciliation, and track personal expense categorization (e.g., via Copilot) as needed.
  • Travel & Event Coordination: Book flights and hotels (including via Marriott Bonvoy), and research and plan the annual multi-week summer trip and other travel logistics.
  • Home & Personal Support: Manage a separate personal inbox (kept distinct from EOS-affiliated email), pay bills, help enroll kids in activities, coordinate vehicle maintenance appointments, and monitor a legacy personal-project inbox.
  • Reporting & Accountability: Provide structured weekly updates on session prep status, inbox status, and outstanding to-dos, and support ongoing refinement of SOPs as new processes are adopted.

Tools & Communication

  • Plaud (AI recording/transcription device) — central to session capture; comfort managing sync, renaming, and summary generation is essential.

  • Ninety.io — primary EOS software for tracking client progress, rocks, and issues.

  • Notion, Google Workspace (Gmail, Calendar, Drive, Tasks), QuickBooks, Claude, ChatGPT, NotebookLM, 11 Reader.

  • Preferred Communication: Text/direct message (daily), email summaries, weekly check-in calls.

  • International experience

  • Opportunity to work remotely from anywhere

  • Supportive and collaborative team environment

  • Learning and development opportunities

  • Potential Performance Bonuses

  • PTO

  • HMO after 3 months

Read the full description
Operations F2F Fundraising Regional Director at The Outreach Team

Regional Director oversees multiple fundraising offices, manages teams of lead directors, ensures client deliverables are met, and drives donor retention and staff development across their region.

Lead Remote Posted 1 day ago RemoteFirstJobs Product
What this role involves

General Overview: The Outreach Team is one of the top face-to-face fundraising vendors in the country. We bring people together from all walks of life and corners of the country to help good groups do great things.

The F2F Regional Director will provide a key leadership role in the growth and development of our face-to-face business. They will help to manage staff, launch new offices, and oversee successful fundraising campaigns for multiple national clients.

This is a Regional Director-level role reporting to the National or Deputy National Face-to-Face Director.

Locations: This is a remote position. You should expect to travel between 10-15 days per month, on average.

Position Timeline & Advancement

This position is expected to begin in early 2027. Successful candidates will first complete a comprehensive 2–3 month Lead Director training period, which includes both in-office training and hands-on field experience.

Promotion to Regional Director is contingent upon successfully fulfilling the responsibilities and performance expectations of the Lead Director role.

Responsibilities Include:

Impress Clients by Delivering Quality

  • Ensure each office in their region meets client deliverables on an ongoing basis. This includes meeting weekly, monthly and quarterly donor deliverables while also maintaining donor quality. Donor quality will be assessed by donor retention.
  • Approach all work with the priority of “wow-ing” our client through professionalism, integrity, and achieving goals.
  • Write and edit daily and weekly project reports to clients

Staff Management

  • Manage a team of 3-5 Offices and the Lead Canvass Directors (LDs) who run those offices to drive company-wide goals, including donor deliverables, donor retention, staffing and Equity & Justice goals.
  • Staff management will include weekly planning meetings, check-ins, trainings, site visits, and formal staff evaluations, as well as wholesale management of LDs through regular team meetings.
  • Responsible for meeting Lead and Deputy Director staffing goals including BIPOC staffing goals for all regions they oversee. They will also work with Lead Directors to develop and promote staff to build capacity for program expansion.
  • Provide ongoing training to Lead Directors which includes running remote trainings, regional trainings and national training.
  • Travel to offices and work with Campaign Directors on the ground and will canvass with the team to lead by example.
  • Ensure that staff are following all health and safety protocols.

Office Management

  • Serve as the fundamental decision maker and bottom line for success in your offices
  • Work as a strategic partner with clients and our internal client success team in developing and executing office strategies
  • Keep close attention to office deliverables and proactively identify problems in the program and propose proactive solutions
  • Develop, review, and adjust office metrics often, using mathematics and company planning tools for driving the campaign trajectory and achieving goals
  • Coordinate office and program launch and shutdown logistics, including, but not limited to: Identifying and renting office spaces, coordinating staff relocation flights, securing the purchase and return of office materials and furniture, etc.

Training & Leadership Development

  • The Regional Director along with the National Directors will be responsible for running regular Lead Director and Deputy Director training. This includes presenting content and working in small groups or individually with trainees on skills development.

  • The Regional Director will be responsible for identifying staff at all levels with leadership potential and coming up with a plan to move them up a leadership ladder. This includes meeting with directors and canvassers, talking to them about leadership roles, and identifying or running special training to give staff skills for taking on more responsibility.

  • The Regional Director will help to ensure we meet Equity and Justice goals in the department. This includes ensuring that departmental goals for hiring and developing BIPOC staff into leadership roles are met.

Recruitment

  • The Regional Director will play an integral role in departmental recruitment. This includes conducting interviews, making hiring decisions and ensuring staff are developed and promoted from within the department.
  • The Regional Director will also be responsible for working with the National Directors and Recruitment director to assess and refine recruitment strategies to ensure all staffing goals and expansion goals are being met.

Qualifications:

Must haves

  • Previous staff management and canvass experience.
  • Track record of equity and inclusion.
  • Self-starter and excellent problem solving skills.
  • Good balance of hands on/hands off as a staff manager.
  • Passion for progressive solutions to big problems.
  • Willingness to work evenings and weekends
  • Willingness to travel an average of 10-15 days per month
  • Excellent attention to detail.
  • Ability to enforce the health and safety rules across all operations without fail.

Nice-to-haves

  • 3+ years of experience in issue and/or electoral campaigns with increasing responsibility over time
  • Experience in non-profit fundraising

Salary

This is a salaried position with a range of $105k - $120k per year depending on experience, plus an additional performance-based bonus at the end of every project. We offer benefits including fully paid health care, vacation and sick days.

At The Outreach Team we believe deeply that equity and inclusion in our organization makes us better at our work and helps to build a stronger progressive movement. We are an equal opportunity employer and we strongly encourage women, people of color, people with previous felony convictions, members of the LGBTQIA community and people who identify with other underrepresented groups to apply.

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Operations HubSpot Implementation Specialist at Pavago

Implements and optimizes HubSpot CRM systems across sales, marketing, and service hubs, configures workflows and automations, migrates data, and enables clients through training and consulting.

Mid Remote Posted 1 day ago RemoteFirstJobs Product
What this role involves

HubSpot Implementation Specialist – Remote

Position Type: Full-Time, Remote

Location: Remote

Working Hours: U.S. Business Hours

About the Role

At Pavago, one of our clients is hiring a skilled HubSpot Implementation Specialist to help businesses maximize the value of the HubSpot platform through successful implementations, system optimization, and client enablement.

In this role, you’ll lead HubSpot implementations across Sales Hub, Marketing Hub, and Service Hub, building scalable CRM solutions, automating business processes, migrating data, and delivering exceptional client experiences. You’ll work closely with Project Managers, Solutions Architects, Developers, and clients to ensure every implementation aligns with business goals and best practices.

If you’re passionate about HubSpot, enjoy solving complex technical challenges, and thrive in a client-facing consulting environment, this role is a strong fit.

What You’ll Own

HubSpot Implementation & System Configuration

  • Configure and optimize HubSpot across:

    • Sales Hub
    • Marketing Hub
    • Service Hub
  • Build and manage:

    • Workflows
    • Automations
    • Pipelines
    • CRM architecture
    • System logic
  • Execute data migrations, including:

    • Data mapping
    • Imports
    • Validation
  • Develop dashboards, reporting, and campaign structures.

  • Support HubSpot CMS and content deployment initiatives.

End-to-End Implementation Delivery

  • Deliver projects from onboarding through deployment.

  • Participate in:

    • Discovery
    • Strategic planning
    • Configuration
    • Development
    • Testing
    • Go-live support
  • Ensure every implementation aligns with client goals and delivery standards.

  • Perform quality assurance testing to ensure accuracy, scalability, and performance.

Client Enablement & Consulting

  • Lead client onboarding and training sessions.

  • Educate clients on HubSpot best practices and platform capabilities.

  • Translate business requirements into scalable HubSpot solutions.

  • Collaborate with:

    • Project Managers
    • Solutions Architects
    • Developers
  • Deliver an exceptional client experience throughout each engagement.

Troubleshooting & Platform Optimization

  • Diagnose and resolve HubSpot platform and integration issues.

  • Improve:

    • CRM structure
    • Workflows
    • Reporting
    • Automation
  • Escalate complex technical issues with detailed documentation.

  • Recommend process improvements based on platform performance.

Performance & Documentation

  • Analyze CRM performance and campaign effectiveness.
  • Provide data-driven recommendations for optimization.
  • Maintain accurate project documentation within HubSpot.
  • Ensure documentation remains organized and scalable.

What Success Looks Like

  • HubSpot implementations are delivered successfully and on schedule.
  • Clients confidently adopt and utilize the HubSpot platform.
  • CRM systems remain scalable, organized, and efficient.
  • Automations improve operational efficiency.
  • Data migrations are completed accurately.
  • Clients receive proactive guidance that drives long-term success.

What Makes You a Strong Fit

  • You enjoy solving complex technical and operational challenges.
  • You combine technical expertise with excellent client communication.
  • You thrive in fast-paced consulting environments.
  • You’re highly organized and detail-oriented.
  • You proactively identify opportunities for optimization.
  • You enjoy helping clients maximize their technology investments.

Required Experience & Skills

Experience

  • Proven hands-on experience with:

    • HubSpot Sales Hub
    • HubSpot Marketing Hub
    • HubSpot Service Hub
  • Strong expertise in:

    • CRM architecture
    • Workflows
    • Automation
    • Pipelines
  • Experience with:

    • Data migration
    • System integrations
    • Troubleshooting
    • Platform optimization
  • Ability to manage multiple implementation projects simultaneously.

  • Professional written and spoken English.

  • Experience leading:

    • Client meetings
    • Training sessions
    • Solution workshops
  • Strong analytical and problem-solving skills.

Nice to Have

  • Active HubSpot Certifications or willingness to obtain them.
  • Experience with HubSpot CMS.
  • Background in digital marketing or CRM consulting.
  • Experience working in implementation agencies or consulting environments.
  • Knowledge of API integrations and third-party business applications.

Tech Stack

  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • HubSpot CMS
  • Google Workspace
  • Microsoft Office
  • CRM reporting and dashboard tools
  • AI productivity tools (ChatGPT, Microsoft Copilot, Claude, or similar)

What a Typical Day Looks Like

  • Meet with clients to review implementation progress.
  • Configure HubSpot workflows, pipelines, and automations.
  • Execute data imports and validate CRM data.
  • Troubleshoot platform or integration issues.
  • Build dashboards and reporting.
  • Train clients on HubSpot functionality and best practices.
  • Collaborate with Project Managers, Developers, and Solutions Architects.
  • Update project documentation and implementation milestones.

In short: You’ll design, build, optimize, and support HubSpot solutions that help clients streamline operations, improve customer engagement, and achieve their business goals.

Key Metrics for Success (KPIs)

  • Successful implementation delivery.
  • Project completion within timeline and scope.
  • Client satisfaction.
  • HubSpot adoption and utilization rates.
  • CRM accuracy and data integrity.
  • Workflow and automation performance.
  • Quality assurance and documentation accuracy.

Why This Role Stands Out

  • Work with a leading HubSpot implementation agency.

  • Partner directly with clients to solve meaningful business challenges.

  • Continuous opportunities for HubSpot certifications and professional development.

  • Fully remote role with flexible work arrangements.

  • Collaborative team environment focused on learning and innovation.

  • Career progression into:

    • Senior HubSpot Consultant
    • Solutions Architect
    • CRM Implementation Lead
    • Client Success Leadership

Interview Process

  1. Application Review
  2. Spark Hire Intro Video (3–5 minutes)
  3. Client Interview
  4. Offer & Onboarding

What Happens After You Apply

After submitting your application, you’ll receive an email invitation from Spark Hire to record a short 3–5 minute Intro Video. This is the first step in our hiring process and can be completed whenever it’s convenient for you.

Instead of an initial screening call, you’ll have one opportunity to introduce yourself, discuss your HubSpot implementation experience, and explain how you’ve configured CRM systems, built automations, managed data migrations, and supported clients throughout implementation projects. You’ll also have the chance to highlight your consulting approach, troubleshooting expertise, and experience working across HubSpot’s Sales, Marketing, and Service Hubs. Your video will be reviewed by the hiring team before moving forward to the client interview.

You can record your video as many times as you’d like before submitting it—only your final version will be reviewed.

Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after applying.

Apply Now

If you’re passionate about HubSpot, enjoy helping businesses optimize their CRM, and thrive in a client-facing consulting environment, we’d love to hear from you. Apply today and help organizations unlock the full potential of the HubSpot platform.

Read the full description
Operations Chime Financial, Inc: CX Partner Manager

Manages BPO partner performance, SLAs, and operational efficiency while driving cross-functional initiatives to improve member experience and business outcomes.

Mid Remote Posted 3 days ago We Work Remotely — Programming
What this role involves

Headquarters: Remote, USA

About the role

We are hiring a Partner Manager to help strengthen and scale partner-delivered operations across our global support ecosystem on the Partner Strategy and Operations team. As our Partner Manager, you will own performance governance for assigned BPO partners, helping ensure partners deliver consistent, high-quality, efficient member experiences. You will use data to diagnose performance trends, identify root causes, and drive clear action plans with internal teams and external partner leaders. You will play a hands-on role in partner governance, business reviews, escalation management, and operational initiatives that improve frontline execution and member outcomes.

The base salary offered for this role and level of experience will begin at $105,000.00 and up to $145,000.00. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.

In this role, you can expect to

  • Own performance governance for assigned Partner/BPO operations, including SLAs, quality, productivity, staffing adherence, operational efficiency, and member experience outcomes.
  • Lead daily, weekly, and monthly partner performance reviews with clear metrics, action plans, owners, timelines, and expected business impact.
  • Translate operational performance trends into root-cause insights, risk assessments, and data-backed recommendations.
  • Drive accountability with external partners by identifying performance gaps, aligning on corrective actions, and ensuring sustained follow-through.
  • Lead complex, cross-functional initiatives that improve member and service experience, from problem definition and stakeholder alignment through execution, change management, and post-launch measurement.
  • Partner closely with Disputes Experience, Complaints, Risk, Workforce Management, Quality, Compliance, Product, Finance, Procurement, and Operations Strategy to remove blockers and improve frontline execution.
  • Develop concise, executive-ready updates that connect frontline performance, member impact, risks, tradeoffs, and recommended next steps.

To thrive in this role, you have

  • 5+ years of experience in Customer Experience, Partner/Vendor Management, BPO operations, or a related operational leadership role.
  • Professional experience directly related to BPO partner management, ideally within financial services or another highly regulated environment.
  • Proven ability to own partner performance across SLAs, quality, productivity, staffing, operational efficiency, and member experience outcomes.
  • Strong analytical skills, with the ability to use data to identify trends, diagnose root causes, assess risks, and build clear, actionable recommendations.
  • Experience leading complex, cross-functional initiatives from problem definition through execution, change management, and measurement of impact.
  • Strong influence, relationship-building, and communication skills, including the ability to drive alignment and accountability without direct authority.
  • Sound business judgment, high ownership, comfort operating autonomously in ambiguity, and willingness to travel domestically and internationally approximately 25% of the time.
  • Proficiency with tools such as Excel, Google Sheets, Looker, Google Slides, Jira, or similar reporting, presentation, and project-management tools.
  • Experience in Complaints, Disputes, Escalations, Social Media support, Risk, or other specialized servicing environments is highly desired.

#LI-Remote #LI-EI1

A little about us

At Chime, we believe that everyone can achieve financial progress. We created Chime—a financial technology company, not a bank*—on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.

We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.

We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. 

We know that to achieve our mission, we must earn and keep people's trust—so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall—our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.

Because if we don't—who will?

*Chime is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.

What we offer for our full-time, regular employees

  • Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you’re coming in regularly or are part of our fully remote program, you’ll stay engaged with your work and teammates.
  • Benefits that support your work and life, including backup child, elder, and pet care and subsidized commuter benefits for eligible employees.
  • Comprehensive health, financial, and wellbeing benefits designed to support you at every stage of life.
  • Generous vacation policy and company-wide paid days off
  • 1% of your time off to support local community organizations of your choice
  • Annual wellness stipend to use towards eligible wellness related expenses
  • Up to 22 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
  • Access to family planning reimbursement
  • A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress

We know that great work can’t be done without a diverse team and inclusive environment. That’s why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.

Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact: benefits@chime.com.

To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.

To apply: https://weworkremotely.com/remote-jobs/chime-financial-inc-cx-partner-manager

Read the full description
Operations Chime Financial, Inc: Genesys Platform Program Lead

Leads Genesys Cloud CX platform strategy, architecture, and governance for enterprise contact center operations while managing vendor relationships and driving continuous improvement.

Lead Remote Posted 3 days ago We Work Remotely — Programming
What this role involves

Headquarters: Remote, USA

About the role

Chime is undergoing one of the most significant transformations in our member support history by migrating our enterprise contact center to Genesys Cloud CX. We are seeking a Genesys Platform Lead to serve as the internal authority for this platform: ensuring the migration lands correctly and the platform continues to operate at its best long after launch. This is not a build-and-hand-off engagement; the role serves as an ongoing "watchtower" – accountable for correct configuration, rigorous governance, and continuous improvement. 

The base salary offered for this role and level of experience will begin at $138,000.00 and up to $190,000.00. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.

In this role, you can expect to

  • Own the solution architecture for Genesys Cloud CX — defining how it's configured, integrated with our CRM, WFM, bots, and identity systems, and governed so complexity doesn't quietly accumulate over time.
  • Be the internal reviewer for every significant architectural decision made by our Systems Implementer and Managed Services Provider, validating that what gets built actually aligns with Chime's standards and long-term operating model.
  • Lead our most complex Genesys initiatives — from new AI platform integrations to major IVR redesigns — translating business and CX requirements into technically sound platform designs and keeping delivery tracks aligned across Engineering, SI, and MSP.
  • Own the Genesys vendor relationship on behalf of Operations & Member Experience: managing partner performance to contract and SLAs, escalating issues when needed, and representing Chime's operational priorities to influence the Genesys product roadmap.
  • Drive platform effectiveness through data — measuring utilization and feature adoption, identifying optimization opportunities, and building a continuous improvement roadmap that improves routing performance, cost efficiency, and operational resilience.
  • Participate in CAB (Change Advisory Board) governance as the platform technical authority, ensuring changes are architecturally sound before release and partnering with the PMO/Change/Governance team to keep things well-sequenced and safe to deploy.
  • Build institutional knowledge that outlasts any one vendor or individual — through documentation, runbooks, and architecture decision records that keep Chime genuinely independent in how we operate this platform.

To thrive in this role, you have

  • 5+ years of experience in contact center platform operations, architecture, or technical program management — you've been in the weeds on real deployments, not just advised from the sidelines.
  • Deep hands-on knowledge of Genesys Cloud CX, including Architect (IVR/flow design), ACD routing, queue management, skills-based routing, and platform administration.
  • A track record of holding SIs or MSPs accountable — you know how to manage vendor relationships against contracts and SLAs, and you're comfortable escalating when commitments aren't being met.
  • Strong solution architecture skills: you think in integration patterns, governance frameworks, and technical standards, and you know how to design for the long term rather than just solving the problem in front of you.
  • Experience leading complex, multi-workstream technical programs with third-party implementers — you can keep dependencies untangled and prevent the kind of silent integration failures that only surface at go-live.
  • The ability to move fluidly between deep technical design and clear communication with non-technical stakeholders — translating architectural tradeoffs into language that lands with business and CX leaders.
  • Bonus points for: Genesys Cloud CX Architect Certification; experience with CCaaS migrations; familiarity with Zendesk, NICE IEX, Okta/SCIM, or bot/AI integrations; background in financial services or regulated industries; or experience with Terraform-based Genesys configuration.

#LI-BE1 #LI-Remote

A little about us

At Chime, we believe that everyone can achieve financial progress. We created Chime—a financial technology company, not a bank*—on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.

We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.

We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. 

We know that to achieve our mission, we must earn and keep people's trust—so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall—our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.

Because if we don't—who will?

*Chime is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.

What we offer for our full-time, regular employees

  • Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you’re coming in regularly or are part of our fully remote program, you’ll stay engaged with your work and teammates.
  • Benefits that support your work and life, including backup child, elder, and pet care and subsidized commuter benefits for eligible employees.
  • Comprehensive health, financial, and wellbeing benefits designed to support you at every stage of life.
  • Generous vacation policy and company-wide paid days off
  • 1% of your time off to support local community organizations of your choice
  • Annual wellness stipend to use towards eligible wellness related expenses
  • Up to 22 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
  • Access to family planning reimbursement
  • A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress

We know that great work can’t be done without a diverse team and inclusive environment. That’s why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.

Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact: benefits@chime.com.

To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.

To apply: https://weworkremotely.com/remote-jobs/chime-financial-inc-genesys-platform-program-lead

Read the full description
Operations Senior Manager, Pre-Litigation Operations at EvenUp

Oversee multiple remote case management teams through team leads, ensuring high-volume personal injury cases are processed efficiently while developing managers and optimizing workflows.

Lead Remote Posted 4 days ago RemoteFirstJobs Product
What this role involves

EvenUp is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster settlements, higher payouts, and better outcomes for victims injured through no fault of their own in vehicle collisions, accidents, natural disasters, and more.

We are one of the fastest-growing vertical SaaS companies in history, and we are just getting started. EvenUp is backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures, SignalFire, and Lightspeed. We are looking to expand our team with talented, driven, and collaborative individuals who seek to have a lasting impact. Learn more at www.evenuplaw.com.

In this role, you will oversee multiple remote teams of case managers responsible for driving pre-litigation personal injury cases through their critical early stages. You’ll lead through the team leads who manage those groups day to day, setting direction for your teams, developing your managers, and holding them to a consistently high standard. Leveraging a suite of industry-leading AI tools and systems, you’ll ensure that every case is handled with precision, urgency, and care, while fostering a culture of excellence, accountability, and collaboration across a distributed team.

This is a fully remote leadership role for a deeply experienced professional who excels in high-volume, detail-driven environments, leads other leaders effectively, and takes pride in developing managers, optimizing workflows, and ensuring that every client’s experience reflects the firm’s highest standards.

What You’ll Do

Leadership & Team Management

  • Oversee the day-to-day operations and overall performance of multiple remote case management teams, leading through the team leads who manage them directly.

  • Hire, coach, and develop team leads and managers, building their capabilities as people-managers and holding them accountable for their teams’ results.

  • Establish the structure, rituals, and standards that keep your distributed, multi-team group aligned and high-performing.

  • Run regular leadership meetings, performance reviews, and case reviews to ensure standards, adherence to process, and timely resolution of cases across teams and time zones.

  • Monitor capacity, workloads, and case distribution across your teams to maintain balance, efficiency, and consistent output.

  • Partner with firm leadership to translate broader goals and priorities into clear direction for your teams.

Operational Oversight

  • Ensure all pre-litigation cases are managed from claims setup and investigation through lien resolution with complete documentation and strict adherence to timelines.

  • Oversee claim initiation, medical record and billing retrieval, care management, demand preparation, and lien resolution processes across your teams.

  • Identify and implement process improvements that enhance operational speed, accuracy, and consistency at scale.

  • Uphold the firm’s quality standards in every aspect of documentation, communication, and client interaction.

Client & Partner Coordination

  • Support your teams in managing client communication, ensuring empathy, clarity, and responsiveness.

  • Resolve escalated issues related to treatment, insurance communication, or liens.

  • Collaborate with attorneys, paralegals, and external providers to ensure cases are well-prepared for negotiation and resolution.

Cross-Functional Partnership

  • Partner closely with cross-functional teams in product, engineering, and data to help build and refine our industry-leading tools and systems.

What You’ll need

  • Have 10+ years of experience in personal injury legal operations, case management, or insurance claims, including significant experience leading other managers (a manager of managers).

  • Have led and scaled multiple teams in high-volume, fast-paced environments while maintaining strong attention to detail.

  • Have successfully led remote or distributed teams, and know how to build trust, accountability, and performance across teams you don’t sit with in person.

  • Are highly proficient with technology, quick to adopt new tools, and energized by working in an AI-forward environment, leveraging digital systems to drive efficiency, accuracy, and innovation.

  • Are a proactive leader who develops strong managers and holds your teams accountable to high standards.

  • Communicate clearly, professionally, and confidently with clients, team members, and firm leadership.

  • Have strong organizational, problem-solving, and process-improvement skills.

  • Thrive with ownership over your teams while partnering effectively within a larger leadership structure.

Benefits & Perks:

As part of our total rewards package, we offer attractive benefits and perks to our employees, including:

  • Choice of medical, dental, and vision insurance plans for you and your family.

  • Additional insurance coverage options for life, accident, or critical illness.

  • Flexible paid time off, sick leave, short-term and long-term disability.

  • 10 US observed holidays, and Canadian statutory holidays by province.

  • A home office stipend.

  • 401(k) for US-based employees and RRSP for Canada-based employees.

  • Paid parental leave.

  • A local in-person meet-up program.

  • Hubs in San Francisco and Toronto.

(Please note the above benefits & perks are for full-time employees)

Notice to Candidates:

To ensure fairness and proper consideration, we do not accept resumes or expressions of interest via email or social media messages. If you’re interested in a role, please submit your application directly through our careers page .

Please note that EvenUp may use AI notetakers and other recording devices in the recruiting process. If you interview with us, with your consent, we may record your conversations and summarize them into notes for internal use. Recording is optional, and declining will not affect your candidacy.

EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Read the full description
Operations Logistics Coordinator (SL) at Zelh

Builds 40-50 truckloads daily in transportation management systems, schedules appointments, and identifies automation opportunities to improve logistics efficiency.

Junior Remote Posted 4 days ago RemoteFirstJobs Product
What this role involves

Description

Zelh is a fast-growing, passionate outsourcing company.

Our mission is to be the most reliable company by offering and maintaining consistently high-quality services.

We achieve the mission by fostering long-term relationships with customers, employees, and vendors. Personal attention, timely communication, and respect for all people are the basis of our business philosophy!

We are seeking a dedicated and detail-oriented Logistics Coordinator, whoefficiently builds loads in client’s transportation management systems, schedules pickups and deliveries through the designated appointment platforms, and continuously applies and improves the standard operating procedures (SOPs) provided for each account. The role is metrics-driven, with a daily production target and a clear mandate to identify and pursue automation opportunities that increase throughput while maintaining accuracy.

Responsibilities:

  • Build 40–50 truckload (TL) loads per day, entering shipment information accurately into Echo’s systems.

  • Build loads using Optimizer and Accelerator, and build through Vooma where applicable per the account SOP.

  • Schedule and reschedule pickup and delivery appointments through BiggerPicture.

  • Follow the account-specific SOPs provided for each assigned account, ensuring loads are built and scheduled to customer requirements.

  • Progressively identify and pursue automation opportunities within the SOPs to increase production and reduce manual effort.

  • Validate shipment details (locations, dates, references, commodity, and special instructions) before releasing loads.

  • Add notes and documentation to the relevant systems to provide full visibility of the load’s build and scheduling history.

  • Communicate with shippers, receivers, and internal teams to confirm or correct appointment details when required.

  • Answer and action emails related to building and scheduling in a timely manner.

  • Partner with sales pods and operations to remove building and scheduling tasks from their workflows entirely.

  • Escalate exceptions, blockers, and recurring issues to the appropriate Echo managers and team leads.

  • Meet personal and team qualitative and quantitative targets.

Requirements

  • Working knowledge of Optimizer and Accelerator for load building.

  • Ability to schedule appointments through BiggerPicture and build through Vooma where applicable.

  • Comfortable working with current technology and competent in Microsoft Office products (Word, Excel, Outlook) and Google Sheets, with strong internet navigation skills and a minimum 20 words-per-minute typing average.

  • Aptitude for identifying process-automation opportunities and applying SOP improvements.

  • Team-player attitude, both within the department and partnering with employees across the organization.

  • Strong multitasking and organizational skills.

  • Fluent in English, with strong verbal and written communication skills.

  • Attention to detail is paramount.

  • Time management, problem-solving, motivation, flexibility, adaptability, and proactiveness.

Working conditions:

  • Working schedule: Monday - Friday 07:30-16:30 CST

Start date - Oct 19th

  • Competitive Salary in USD

  • Remote or office mode of work

  • 10+ business days of paid time off

  • English courses

  • Equipment provided

We are eager to fill this position, if you are detail-oriented and thrive in a team setting, we encourage you to apply and become a part of our dynamic logistics team.

Read the full description
Operations Senior Impartner Admin, PRM

Manages Impartner PRM platform administration, partner relationships, and ecosystem operations for Twilio's partner network.

Senior Remote Posted 4 days ago Jobicy AI
What this role involves
Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower...
Read the full description
Operations (PH) Supply Chain Associate - Remote (US Hours)

Manages supply chain operations and logistics coordination for a global egg distribution company serving major retail and food manufacturing clients.

Junior Remote Posted 4 days ago Himalayas
What this role involves
Eggs Unlimited is one of the world’s largest suppliers of eggs, servicing the biggest retail and food manufacturing companies around the globe.
Read the full description
Operations Coinbase: Senior Manager, Clearing Operations

Senior manager oversees end-to-end clearing, settlement, and reconciliation operations for a cryptocurrency derivatives exchange while managing external clearinghouse relationships and regulatory compliance.

Lead Remote Posted 10 days ago We Work Remotely — Programming
What this role involves

Headquarters: Remote - USA

Ready to do the most impactful work of your career? At Coinbase, we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase.

The Senior Manager, Clearing Operations will own the end-to-end post-trade clearing function for Coinbase Derivatives Exchange (CDE), serving as the primary interface with external clearinghouses, clearing members, and FCM counterparties. This role on our Finance team is central to scaling Coinbase's CFTC-regulated derivatives, options, and prediction markets operations to industry-leading institutional standards.

What you'll do:

  • Own day-to-day clearing, settlement, margin, and position reconciliation across CDE, including incident management and escalation with Engineering, Risk, Legal, Compliance, and external counterparties.
  • Lead relationships with external clearinghouses, clearing members, FCM counterparties, and regulators, ensuring timely resolution of clearing issues and strong institutional partnerships.
  • Drive the development and continuous improvement of clearing procedures, controls, and risk frameworks to meet CFTC regulatory standards across listed derivatives, options, and prediction markets.
  • Partner with Product and Engineering to ensure clearing infrastructure supports new product launches, including emerging prediction market structures, through operational readiness testing and mock-day exercises.
  • Build and scale a high-performing clearing operations team, establishing KPIs, SLAs, workflows, and succession plans that grow with Coinbase.
  • Support regulatory filings, DCO/FCM governance requirements, and audit responses as Coinbase's subject matter expert in clearing operations.

Required Skills and Experience:

  • 7+ years of experience in clearing operations at a CFTC-regulated exchange, clearinghouse, FCM, or comparable institution, with direct experience at a CFTC-registered DCO, DCM, or FCM in a clearing or post-trade capacity.
  • Deep expertise in the full trade lifecycle for CFTC-regulated derivatives: clearing, settlement, margining, default management, position reconciliation, and delivery across listed futures, options on futures, and prediction markets.
  • Proven experience managing relationships with industry clearinghouses and utilities (e.g., CME Clearing, ICE Clear U.S., OCC) and overseeing clearing member and FCM counterparty obligations.
  • Track record of building and leading teams responsible for operationally critical functions, with demonstrated ability to establish scalable processes, controls, and risk frameworks.
  • Strong working knowledge of CFTC regulations, DCO rulebook requirements, and FCM obligations, with experience contributing to regulatory filings and audit responses.
  • Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.

P77059

#LI-Remote

Pay Transparency Notice: Base salary varies by location (see range below). Total compensation may also include equity and bonus eligibility, and benefits (medical, dental, vision, 401(k)). 

 

Annual base salary range (excluding equity and bonus):$227,630—$267,800 USD
  • Application Limit: Candidates may submit a maximum of 3 applications within a 6-month period.
  • Equal Opportunity Employer: Coinbase is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information. Applicants with criminal histories will be considered consistent with applicable federal, state, and local laws.
  • US Applicants: View Employee Rights, Know Your Rights, and E-Verify Notice of Participation.
  • Accommodations: If you are an individual with a disability who needs a reasonable accommodation, email us your request and contact info at accommodations[at]coinbase.com. Need screen reading technology? Click here to download a free compatible screen reader and view the tutorial.
  • Data Privacy & Arbitration: By submitting your application, you agree to our Candidate Privacy Notice. US applicants: By submitting your application, you agree to Arbitration of Disputes.

To apply: https://weworkremotely.com/remote-jobs/coinbase-senior-manager-clearing-operations

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Operations Lead Oracle Cloud Supply Chain Consultant

Leads Oracle Cloud Supply Chain Management implementation and consulting for ERP projects, managing SCM workflows and system configuration.

Lead Remote Posted 11 days ago Himalayas
What this role involves
This is a remote position. We are seeking an experienced Lead Oracle Cloud Supply Chain Consultantto lead the Supply Chain Management (SCM) workstream for an Oracle Fusion Cloud ERP implementation in Tunisia.
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