<p>We are looking for a dynamic Client Solutions Manager to join our detail-oriented services team in Miami, Florida. In this role, you will be responsible for overseeing product development cycles, ensuring alignment with client needs, and driving strategic initiatives to enhance product performance. This is an exciting opportunity to collaborate with cross-functional teams and make a meaningful impact in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage product roadmaps, ensuring alignment with company goals and customer requirements.</p><p>• Collaborate with stakeholders to gather and prioritize product features and enhancements.</p><p>• Lead cross-functional teams, including engineering, marketing, and design, to deliver high-quality products on schedule.</p><p>• Analyze market trends and competitor activities to inform product strategies.</p><p>• Monitor product performance, gather user feedback, and implement improvements to optimize outcomes.</p><p>• Prepare and deliver presentations to stakeholders, showcasing product progress and strategic initiatives.</p><p>• Work closely with sales and marketing teams to support product launches and promotional efforts.</p><p>• Identify opportunities for innovation and propose new product ideas to meet market demands.</p><p>• Ensure compliance with industry standards and best practices in product development and management Client </p>
We are looking for a dedicated Project Manager to join our team in Hallandale, Florida. In this role, you will oversee a variety of projects from conception to completion, ensuring they align with client expectations and meet high-quality standards. This position offers the opportunity to collaborate across departments and contribute to strategic initiatives that drive growth and innovation.<br><br>Responsibilities:<br>• Manage the full lifecycle of projects, including articles, infographics, podcasts, and webinars, ensuring timely delivery within budget and to the highest quality standards.<br>• Provide strategic recommendations to clients aimed at enhancing engagement and maximizing the impact of their projects.<br>• Present performance metrics and outcomes at project completion, clearly communicating results and showcasing the value delivered.<br>• Collaborate with internal teams such as Editorial, Design, Sales, and Marketing, as well as external contractors, to ensure seamless project execution.<br>• Identify potential risks early in the project and implement effective solutions to mitigate them.<br>• Maintain detailed and accurate documentation throughout all stages of project execution.<br>• Support continuous improvement initiatives by analyzing processes and suggesting enhancements.<br>• Contribute to client strategies by identifying opportunities for account growth and leveraging analytics to inform recommendations.
<p><strong>Position Overview</strong></p><p>The Executive Assistant & Office Manager supports senior advisors while managing office operations within a wealth management firm. This role blends executive support, client service, and operational oversight for a high-touch, client-focused environment.</p><p><strong>Key Responsibilities</strong></p><p><strong>Executive & Client Support</strong></p><ul><li>Manage calendars, meetings, and travel for senior advisors</li><li>Coordinate client meetings, reviews, and onboarding</li><li>Prepare client correspondence, presentations, and reports</li><li>Serve as a point of contact for high-net-worth clients</li></ul><p><strong>Office & Operations Management</strong></p><ul><li>Oversee office operations, facilities, and vendor relationships</li><li>Maintain client records, CRM systems, and documentation</li><li>Coordinate compliance-related documentation and workflows</li><li>Support office budgeting, expense tracking, and vendor payments</li><li>Assist with staff onboarding, training logistics, and scheduling</li></ul><p><br></p>
<p>Responsible for managing the lifecycle of products, solutions, and applications,</p><p>ensuring they meet business requirements and align with the operations</p><p>roadmap. Oversees product development activities, reporting standards, and operational</p><p>governance while coordinating with cross-functional teams to deliver high-quality,</p><p>customer-focused solutions. Acts as a liaison between Operations,</p><p>Operations leadership, and technical teams to ensure timely delivery, continuous</p><p>improvement, and compliance with established standards.</p><p><br></p><p>Essential Duties & Responsibilities:</p><p>Product Development & Delivery</p><ul><li>Manages research and development activities related to the design, enhancement, and qualification of products and solutions.</li><li>Works with cross-functional teams to ensure fulfillment of product requirements and transition products from development to commercialization.</li><li>Assists in determining product delivery and deployment schedules for new releases, feature updates, and maintenance cycles.</li><li>Acts as a technical consultant to the Operations team, leading testing and evaluation of innovative technologies.</li><li>Ensures technology and product specifications align with business objectives.</li><li>Oversees product delivery, managing schedules and tasks related to all aspects of product development.</li></ul><p><br></p>
We are looking for a detail-oriented Account Manager to join our team in Dania Beach, Florida. In this role, you will serve as the primary link between our agency and client partners, ensuring the seamless execution of creative projects, advertising campaigns, and marketing initiatives. The ideal candidate is organized, communicative, and thrives in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee and execute creative, print, media, and web-related projects from inception to completion.<br>• Act as the primary point of contact for client interactions, ensuring clear communication and alignment on project goals.<br>• Develop and maintain comprehensive project schedules, timelines, and task lists for efficient workflow.<br>• Coordinate with design teams to disseminate project information and facilitate collaboration.<br>• Organize and lead weekly internal team meetings and client conference calls to provide updates and gather feedback.<br>• Utilize project management tools to track progress, schedule tasks, and ensure deadlines are met.<br>• Manage the deployment of email marketing campaigns and digital initiatives.<br>• Maintain organized records of all project documents, including approvals, audits, and reconciliations.<br>• Submit approved creative materials to vendors, media outlets, or designated recipients.<br>• Assist in the management of video production, photography, and special projects as needed.
<p>We are looking for a dedicated Office Manager/Bookkeeper to join our client's team in Boynton Beach, Florida. This role is pivotal in ensuring the seamless operation of administrative functions while maintaining accurate financial records and supporting the Property Manager with daily activities. The ideal candidate will excel at managing office systems, supervising personnel, and enforcing governing documents in a detail-oriented and fair manner.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage daily administrative operations, collaborating with the Property Manager and Board of Directors to improve office systems and procedures.</p><p>• Direct and supervise office staff, including scheduling tasks and conducting performance evaluations.</p><p>• Maintain accurate financial records and coordinate with external accounting services to ensure compliance with financial regulations.</p><p>• Authorize purchase orders and invoices, reviewing non-standard expenses with the Board as needed.</p><p>• Manage fee assessments, collection procedures, and delinquency processes, including coordinating with attorneys on overdue accounts.</p><p>• Prepare payroll bi-weekly, ensuring timesheet accuracy, and maintain tax records for payroll withholding and unemployment compensation.</p><p>• Coordinate bookkeeping tasks including credit card coding, invoice payments, and monthly accruals.</p><p>• Address shareholder inquiries, handle complaints objectively, and communicate governing document requirements effectively.</p><p>• Facilitate communications with shareholders through email blasts, text messages, and internal notices.</p><p>• Assist with share transfers and proprietary lease documentation for sales activities, ensuring compliance with local regulations.</p>
<p>The Customer Success Representative (CSR) ensures accurate and timely responses to high volume inquiries. The CSR provides positive customer experience. This role is responsible for managing daily operations, optimizing workflows, and maintaining service-level standards.</p><p>Key responsibilities include supervising and coaching team members, monitoring ticket queues, and ensuring timely resolution using ticketing systems such as Zendesk, Jira, or similar platforms. The ideal candidate will have strong experience analyzing performance metrics, preparing reports, identifying trends, and implementing improvements to enhance efficiency and customer satisfaction. This role requires excellent communication skills, a data-driven mindset, and the ability to foster a collaborative, customer-focused team culture.</p><p><br></p><p><strong>THIS IS AN ONSITE, FULL TIME OPPORTUNITY IN BRICKELL. </strong></p><p><br></p><p><strong>Key Performance Indicators (KPIs):</strong></p><ul><li><strong>First Response Time (FRT):</strong> Average time for initial response to customer inquiries.</li><li><strong>Average Resolution Time (ART):</strong> Time to fully resolve a ticket or case.</li><li><strong>Customer Satisfaction Score (CSAT):</strong> Ratings collected post-interaction.</li><li><strong>Net Promoter Score (NPS):</strong> Customer likelihood to recommend.</li><li><strong>Ticket Volume & Backlog:</strong> Number of incoming tickets and outstanding unresolved cases.</li><li><strong>Agent Utilization & Productivity:</strong> Tickets solved per representative, adherence to schedules, and workload balance.</li><li><strong>Quality Assurance (QA) Scores:</strong> Evaluations of customer interactions for accuracy, tone, and completeness.</li><li><strong>Escalation Rate:</strong> Percentage of tickets requiring advanced support or management involvement.</li><li><strong>Service Level Agreement (SLA) Compliance:</strong> Percentage of tickets resolved within defined timeframes.</li><li><strong>Customer Retention or Churn Indicators:</strong> Trends showing repeat issues or dissatisfaction patterns.</li></ul><p>If you'd like, I can format it as a formal posting, shorten it for a resume, or tailor the KPIs to a specific industry.</p><p><strong>Qualified and interested candidates, please APPLY and reach out to STEFANIE FURNISS 786-897-7903</strong></p>
<p>We are looking for a skilled and experience Regional Sales Manager to join our dynamic team in Opa Locka, Florida. In this role, you will oversee sales operations, ensuring efficient processes and excellent client interactions. The ideal candidate will bring expertise in procurement, sales strategies, and a strong understanding of merchant services to help drive business growth.</p><p><br></p><p>Responsibilities</p><p>• Manage purchasing activities, including creating and processing purchase orders.</p><p>• Oversee procurement functions to ensure timely acquisition of goods and services.</p><p>• Collaborate with sales and purchasing departments to align operations with business objectives.</p><p>• Utilize SAP and other tools to streamline purchasing workflows and maintain accurate records.</p><p>• Conduct consultative sales to address customer needs and offer tailored solutions.</p><p>• Lead direct and business-to-business sales efforts to expand client base.</p><p>• Drive e-commerce and online sales strategies, optimizing customer experience.</p><p>• Facilitate international sales transactions, ensuring compliance with regulations.</p><p>• Build strong relationships with equipment suppliers and vendors to negotiate favorable terms.</p><p>• Monitor market trends to identify opportunities for growth and improvement in both purchasing and sales</p><p><br></p><p><strong>QUALIFIED CANDIDATES PLEASE APPLY AND REACH OUT TO STEAFANIE FURNISS 786-897-7903 </strong></p>
<p>We are looking for a detail-oriented Accounting Clerk to join our team in West Palm Beach Florida. This role offers the opportunity to work Remotely, requiring meeting in-person once a week for a few hours. Open to either full time hours or starting part-time and later increasing to full time. Schedule M-F; standard business hours; some benefits included. Proficiency in Spanish is a plus but not required.</p><p><br></p><p><strong>Schedule: <em>Remote</em></strong><em> </em><strong><em>for LOCALS Only</em> (near West Palm Beach/Boca area) </strong> w flex to meet a few hours once a week w Owner) </p><p><strong>Hours:</strong> M-F; standard Business hours</p><p><strong>Salary</strong>: $25-$27 p/hr (with some stretch up to $30p/hr)</p><p><strong>Benefits: </strong>6 standard Holidays, 1 week paid Vacaction; open to stipend towards Medical benefits; flexible and Open to discussion! </p><p><br></p><p>Keys to this Role</p><ul><li>QuickBooks Required, Excel Required</li><li>Experience in AP & AR, reconciliation</li><li>Ability to manage multiple transactions across various entities</li><li>Bilingual in Spanish very helpful</li></ul><p>Responsibilities:</p><p>• Handle high-volume data entry for invoicing, billing, and payment collection across multiple entities.</p><p>• Reconcile transactions, including credit card activity, ensuring accuracy and compliance.</p><p>• Collaborate with the General Manager to process claims, create invoices, and manage equipment and parts orders.</p><p>• Handling of client service transactions, including shipping services, leases, and repairs.</p><p>• Communicate with vendors placing orders for equipment, inventory or returns.</p><p>• Prepare and report financial data to external accountants, ensuring timely and accurate submissions.</p><p>• Maintain organized records for accounts payable, accounts receivable, and other financial activities.</p><p>• Recommend improvements to enhance efficiency in accounting processes.</p><p>• Develop and implement new procedures for managing data in QuickBooks and Excel.</p><p>• Communicate effectively with Ownership in weekly meeting to discuss pending items or discrepancies.</p>
<p><strong>Position Overview</strong></p><p>The Executive Assistant & Office Manager supports firm leadership while overseeing day-to-day office operations in a public accounting environment. This role requires exceptional organization, discretion, and the ability to balance executive support with operational oversight, particularly during peak tax and audit seasons.</p><p><strong>Key Responsibilities</strong></p><p><strong>Executive Support</strong></p><ul><li>Manage complex calendars, meetings, and travel for partners</li><li>Coordinate client meetings, deadlines, and internal schedules</li><li>Prepare correspondence, presentations, and partner materials</li><li>Serve as liaison between partners, staff, and clients</li></ul><p><strong>Office Management</strong></p><ul><li>Oversee daily office operations and facilities management</li><li>Manage vendor relationships (IT, facilities, office supplies)</li><li>Coordinate onboarding/offboarding and office logistics</li><li>Support firm policies, procedures, and internal communications</li><li>Assist with expense tracking, billing coordination, and time entry</li><li>Maintain confidential client and firm records</li></ul><p><br></p>
