Wing Assistant

Content Marketing Manager

• Create high-quality static content for Instagram, TikTok, Facebook, and other social media platforms
• Edit and repurpose video content for social media
• Create and adapt content based on social media formats, trends, and best practices
• Use AI tools for content creation, ideation, copywriting, and editing
• Manage multiple content tasks and deadlines in an organized manner
• Use Canva, Asana, Slack, and AI tools as part of the daily content workflow
• Maintain strong attention to detail across all content tasks

Content Marketing

Account Executive

• Join a select sales team accelerating global growth and building relationships with companies across industries
• Act as the first point of contact for new prospects
• Handle inbound demos and define next steps
• Own pipeline hygiene by logging contacts, leads, opportunities, and activities in the CRM
• Progress leads through the funnel via calls, texts, emails, and LinkedIn follow-ups
• Conduct persuasive outreach to warm leads
• Schedule and conduct virtual demos
• Partner with senior sales to hit revenue targets
• Share feedback to improve messaging and sales processes
• Represent the company’s services to business executives

Account Executive – SMB

Executive Assistant

• Request, verify, and upload supplier price lists, promotional rates, and Netrivals competitor mappings into ERP and Store systems
• Identify unassigned SKUs, evaluate potential supplier options, and add new sourcing partners to company systems
• Verify supplier order confirmations against internal purchase orders for pricing, items, and quantities
• Draft purchase orders as assigned
• Follow up with suppliers on delivery schedules and enter updated ETAs into WeClapp ERP
• Notify internal teams about updated delivery statuses
• Obtain transport quotes and generate shipping labels
• Coordinate with UPS, DHL, DSV, and other carriers for order delivery
• Prepare commercial invoices and resolve shipping delays or carrier inquiries
• Create and update SKU product data according to SOPs
• Screen operational emails
• Draft customer quotes or sales orders upon request

General Virtual Assistant

Product Manager

• Respond to customer inquiries and requests, removing onboarding and adoption blockers
• Own customer requests from initial inquiry through resolution
• Build customer relationships and understand businesses, workflows, goals, and pain points
• Improve customer adoption, engagement, and satisfaction
• Help customers maximize platform capabilities
• Identify expansion opportunities and recommend higher-tier plans or additional capabilities
• Become an expert user of Central products and integrations
• Build and configure customer workflows
• Use AI prompting, prompt optimization, webhooks, APIs, Zapier, scripting, automation, account configuration, and AI-powered workflows and agents
• Troubleshoot implementations and determine whether issues require configuration, workflow changes, or product enhancements
• Experiment with product capabilities and identify customer use cases
• Create proof-of-concepts, demos, and customized solutions
• Conduct customer calls to understand workflows, requirements, and desired outcomes
• Translate customer needs into product requirements, user stories, specifications, and implementation details
• Collaborate with Product and Engineering on customer requirements and solutions
• Identify recurring customer pain points and product improvement opportunities
• Participate in feature development and prioritization discussions
• Use AI tools to research, prototype, improve prompts, and build workflows
• Develop customer-specific product demos and examples
• Create customer-facing guides, documentation, specifications, and enablement materials
• Configure customer accounts and maintain records of requirements, configurations, workflows, and outstanding items
• Document and communicate customer requests and commitments
• Identify upsell and expansion opportunities and participate in expansion conversations and product demonstrations

Customer Success – Product Manager

Financial Planning and Analysis

• Coordinate financial-account onboarding and manage account-opening documentation
• Process and track account transfers, including ACATS-related workflows
• Handle routine account-servicing requests and pending client paperwork
• Prepare and distribute approved client statements and documents
• Maintain and update CRM records and accurately log client communications
• Schedule appointments and support client follow-ups
• Coordinate employee-benefit plan administration across plan providers, accountants, actuaries, employers, and other stakeholders
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, status follow-ups, and related administrative communication
• Own outstanding requirements and manage multi-party workflows through completion
• Take on additional administrative responsibilities as capacity and reliability are demonstrated

Financial Assistant, Wealth Management – Part Time

• Coordinate financial-account onboarding and manage account-opening documentation
• Process and track account transfers, including ACATS-related workflows
• Handle routine account-servicing requests and pending client paperwork
• Prepare and distribute approved client statements and documents
• Maintain and update CRM records, accurately logging client communications
• Schedule appointments and proactively support client follow-ups
• Coordinate employee-benefit plan administration across plan providers, accountants, actuaries, employers, and other stakeholders
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, and status follow-ups
• Own outstanding requirements and quarterback multi-party workflows through completion
• Take on additional administrative responsibilities as capacity and reliability are demonstrated

• Coordinate financial-account onboarding and manage account-opening documentation
• Process and track account transfers, including ACATS-related workflows
• Handle routine account-servicing requests and pending client paperwork
• Prepare and distribute approved client statements and documents
• Maintain and update CRM records, logging all client communications accurately
• Schedule appointments and proactively support client follow-ups
• Coordinate employee-benefit plan administration across plan providers, accountants, actuaries, employers, and other stakeholders
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, status follow-ups, and related administrative communications end-to-end
• Own outstanding requirements and coordinate multi-party workflows through completion
• Take on additional administrative responsibilities as capacity and reliability are demonstrated

• Coordinate financial-account onboarding and manage account-opening documentation
• Process and track account transfers, including ACATS-related workflows
• Handle routine account-servicing requests and pending client paperwork
• Prepare and distribute approved client statements and documents
• Maintain and update CRM records, logging all client communications accurately
• Schedule appointments and proactively support client follow-ups
• Coordinate employee-benefit plan administration across plan providers, accountants, actuaries, employers, and other stakeholders
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, and status follow-ups
• Own outstanding requirements and quarterback multi-party workflows through completion
• Take on additional administrative responsibilities as capacity and reliability are demonstrated

• Coordinate financial-account onboarding and manage account-opening documentation
• Process and track account transfers, including ACATS-related workflows
• Handle routine account-servicing requests and pending client paperwork
• Prepare and distribute approved client statements and documents
• Maintain and update CRM records, logging all client communications accurately
• Schedule appointments and proactively support client follow-ups
• Coordinate employee-benefit plan administration across plan providers, accountants, actuaries, employers, and other stakeholders
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, and status follow-ups
• Handle related administrative communication end-to-end
• Own outstanding requirements and quarterback multi-party workflows through completion
• Take on additional administrative responsibilities as capacity and reliability are demonstrated

Operations

• Manage the existing customer service team, track response and resolution times, and handle escalations, refunds, and exchanges
• Identify missing SOPs and improve FAQs and automated responses
• Monitor stock levels, track sell-through rates, and forecast restock timing
• Liaise with factories, oversee production timelines, and manage logistics for stock arrivals
• Update inventory for SKUs and product variants weekly
• Check order statuses and update customers with tracking information using Parcelwill
• Manage the Notion workspace
• Build and improve SOPs, track launches and campaigns, and keep projects organized and on schedule
• Manage weekly KPIs and reporting to ensure efficient operations and quality standards

Shopify Operations Manager

General

• Import client leads via CSV files, configure custom fields, and set up sales/pipeline tracking within GoHighLevel
• Design, build, test, and document automated SMS reactivation campaigns, workflows, and response-based branching logic
• Manage A2P registration processes, consent tracking, Do-Not-Disturb status, and opt-out requests
• Implement Conversation AI settings and establish automated-to-human conversation handover protocols
• Integrate calendars and set up automated appointment-booking workflows
• Build performance reporting dashboards to track recovered revenue
• Create reusable GoHighLevel snapshots for scalable deployment

GoHighLevel Automation Specialist, Part-time

• Manage packages, deliveries, errands, alterations, wet signatures, meals, pickups, drop-offs, and courier tasks
• Coordinate apartment access, installations, repairs, vendors, furniture deliveries, building staff, housekeeper, and stylist
• Support local and travel logistics, including drivers, hotels, restaurants, reservations, travel agents, private-fleet timing, and dietary requirements
• Communicate with vendors, service providers, and other contacts via phone, texting, and email
• Use AI tools in daily work

Personal Assistant

Appointment Setter

• Build target-account and stakeholder lists
• Run personalized email, LinkedIn, and light phone outreach to enterprise FP&A, CFOs, and senior corporate leaders at Fortune 500–2,000 companies, mainly in B2B manufacturing and consumer sectors
• Book introductory/pre-qualified meetings and manage follow-ups
• Hand off meetings to the client or team for full qualification
• In some cases, operate as the client through the client’s LinkedIn
• Bring new ideas, tools, and outreach strategies to the team

Enterprise SDR – Appointment Setter

Customer Support

• Handle English- and Mandarin-speaking customer inquiries, calls, messages, and CRM records
• Prepare and review estimates, product details, pricing, and glass/order information
• Send invoices and collect deposits
• Follow up with customers
• Coordinate approvals
• Support scheduling

Wing Assistant

Content Marketing

Account Executive – SMB

General Virtual Assistant

Customer Success – Product Manager

Financial Assistant, Wealth Management – Part Time

Financial Assistant, Wealth Management – Part Time

Financial Assistant, Wealth Management – Part Time

Financial Assistant, Wealth Management – Part Time

Financial Assistant, Wealth Management – Part Time

Shopify Operations Manager

GoHighLevel Automation Specialist, Part-time

Personal Assistant

Enterprise SDR – Appointment Setter

Customer Service Representative, Mandarin Bilingual

Customer Service Representative, Mandarin Bilingual