Are you highly detailed and tech-minded? Do you "geek out" on marketing automation and other tech solutions?? We are looking for a servant-minded LEADER who is upbeat, proactive, detail-oriented, resourceful, efficient, a quick learner, honest and communicative. -- Someone who loves to make the lives of the people around them easier; someone who is forward thinking and able to spin multiple plates. We perform the day-to-day operations for investment entrepreneurs! We need someone to help support each entrepreneur's technical and administrative initiatives on the back end to aid our teams in making things happen while operating with a high level of professionalism and confidentiality. We require a very proactive, think for yourself, think ahead, and figure-it-out mentality. We are a startup supporting startups!! We have a strong culture of character and competency, trust and transparency, open and honest communication, an unwavering commitment to growth, a high level of personal responsibility and extreme ownership, and ultimately a sense of urgency to get things done! If you feel you'd be a great fit, we'd love to connect with you! Location: This position is 100% remote with occasional travel for company events. Responsibilities: This role is the owner of our CRM, Infusionsoft(Keap). The majority of its function for clients is for automation in email marketing campaigns (newsletters, promos, invitations to webinars, etc.). You will also be the resource, mentor, and COACH to the tech and admin teams. • Create campaigns, maintain contact records, and set up automation within Infusionsoft • Update web pages, create landing pages, and collaborate with website developers • Forecast workloads based on projects created by the Fractional Integrators and Project Managers • Maintain appropriate staff levels utilizing temporary third-party labor sources to efficiently complete project tasks as assigned • Ensure timely completion of tasks while maintaining the OTS standard • Provide training, support, mentoring, and guidance to technical staff and third-party staffing resources • Measure and report utilization rates, billing details, and payroll expenses to control waste and ensure profitability • Facilitate weekly, monthly, quarterly, and annual meetings • Work alongside the team to meet deadlines and provide training • Other tasks as required Qualifications: • InfusionSoft(Keap)/CRM - 2 years experience required • WordPress - 1-year experience preferred • AppFolio - 1-year experience preferred • Microsoft Office & G-Suite - experience required • AWS • Zapier - 1-year experience preferred • Vimeo • YouTube & other Social Media platforms • Entry Level Video Editing and Image Creation • Team leadership and Culture champion • Marketing automation experience or Investment Marketing knowledge is a huge bonus • Startup Experience REQUIRED Compensation: $28 - $35 hourly

• This role is the owner of our CRM, Infusionsoft(Keap). The majority of its function for clients is for automation in email marketing campaigns (newsletters, promos, invitations to webinars, etc.). You will also be the resource, mentor, and COACH to the tech and admin teams. • Create campaigns, maintain contact records, and set up automation within Infusionsoft • Update web pages, create landing pages, and collaborate with website developers • Forecast workloads based on projects created by the Fractional Integrators and Project Managers • Maintain appropriate staff levels utilizing temporary third-party labor sources to efficiently complete project tasks as assigned • Ensure timely completion of tasks while maintaining the OTS standard • Provide training, support, mentoring, and guidance to technical staff and third-party staffing resources • Measure and report utilization rates, billing details, and payroll expenses to control waste and ensure profitability • Facilitate weekly, monthly, quarterly, and annual meetings • Work alongside the team to meet deadlines and provide training • Other tasks as required