Sales Lead Generation

TYPICAL DUTIES & DELIVERABLES

• Organic Lead Development
• Telemarketing
• Email Marketing
• Social Media Leads
• Data Scraping
• Analysis & Segmentation

EXAMPLES OF SOFTWARE USED

• Web Scraper
• Scrapy
• Beautiful Soup
• HTML2text
• Import.io
• Python-Goose

Communications Management

TYPICAL DUTIES & DELIVERABLES

• Email Communication
• Multiple Email Inbox Handling
• CRM Management
• Phone Communication
• Customer Chat Support
• Social Media Management
• Newsletter Editing

EXAMPLES OF SOFTWARE USED

• Slack
• Monday
• Trello
• Jira
• Microsoft Project
• Google Suite
• MS Office 360
• Newspaper

Document Control Systems

TYPICAL DUTIES & DELIVERABLES

• Record Management
• Document Control
• Microfilming and Imaging
• Indexing & Verification
• Quality Control
• Wide Range of DMS & EHR Software

Customer Service

TYPICAL DUTIES & DELIVERABLES

• 24/7 Coverage
• Inbound Inquiries
• Conflict Resolution
• Call & Chat Support
• Tier 1 Help Desk Services
• Service Ticket Management
• Customer Experience Research
• Customer Feedback Documentation

EXAMPLES OF SOFTWARE USED

• Zendesk
• Jira
• Monday
• Lassie
• Wide Range of Other Platforms

Medical Billing

TYPICAL DUTIES & DELIVERABLES

• Medical Coding for Reimbursement
• Insurance Provider Billing
• Patient Billing
• Collections
• Wide Range of Billing Platforms

Medical Record Management

TYPICAL DUTIES & DELIVERABLES

• Record Conversion to Digital
• Electronic Medical Records (EMR)
• EMR Audits & Reporting
• Transcription
• Patient Satisfaction Survey Management
• Wide Range of EMR Software

Sales Team Support

TYPICAL DUTIES & DELIVERABLES

• Market Research & Strategy
• New Market Identification
• Content for Lead Generation
• Lead Nurturing
• Customer Acquisition
• Customer Onboarding
• Price/Quote Negotiation

EXAMPLES OF SOFTWARE USED

• Slack
• Monday
• Trello
• Jira
• Google Suite
• MS Office 360

Data Analytics

TYPICAL DUTIES & DELIVERABLES

• Data Extraction
• Data Mining
• Data Scraping
• Reporting
• Presentation Graphs

EXAMPLES OF SOFTWARE USED

• Web Scraper
• Scrapy
• Beautiful Soup
• HTML2text
• Import.io
• Pandas
• Spinn3r

Data Science

TYPICAL DUTIES & DELIVERABLES

• Database Management
• File Management
• Form Development
• List Building
• Data Cleansing

EXAMPLES OF SOFTWARE USED

• Informatica
• NLTK
• Selenium
• Talend Open Studio
• Airtable

Online Research

TYPICAL DUTIES & DELIVERABLES

• Web-Based Topic Research
• Company Reputation
• Opposition Research
• Legal Research

EXAMPLES OF SOFTWARE USED

• LexisNexis
• Python-Goose
• Wide Range of Research Tools

E-Commerce Management

TYPICAL DUTIES & DELIVERABLES

• Online Sales Management
• Order Processing
• Product Onboarding
• Inventory Control
• Logistics

EXAMPLES OF SOFTWARE USED

• Shopify
• Camelot
• Oberlo

Clerical Duties

TYPICAL DUTIES & DELIVERABLES

• • Data Entry
  • Spreadsheets & Word Processing
  • Transcription
  • File Conversions
  • File Maintenance & Retrieval
  • Wide Range of Software Used

Data Entry

TYPICAL DUTIES & DELIVERABLES

• Keyboarding
• Accuracy Verification
• Quality Control
• Data Annotation & Labeling
• Metadata Tagging
• Wide Range of Software Used

Financial Management

TYPICAL DUTIES & DELIVERABLES

• Bookkeeping
• Decision-Support Reporting
• Budget Preparation
• Funding Needs
• Cost Control

EXAMPLES OF SOFTWARE USED

• Quickbooks
• Xero
• ERP Software

Typical Software We Use

SUITES & SYSTEMS

• Google Suite
• Microsoft Office
• Customer Relations Management (CRM)
• Document Management Systems (DMS)
• Enterprise Resource Planning (ERP)
• Electronic Medical Records (EMR)

SPECIFIC SOFTWARE

• Airtable
• Beautiful Soup
• Camelot
• Google Docs
• HTML2text
• Import.io
• Informatica
• Jira
• Lassie
• LexisNexis
• Microsoft Excel
• Microsoft Office
• Microsoft Project
• Microsoft Word
• Newspaper
• NLTK
• Oberlo
• Pandas
• Python-Goose
• Quickbooks
• Scrapy
• Selenium
• Shopify
• Slack
• Spinn3r
• Talend Open Studio
• Web Scraper
• Xero
• Zendesk