The talent your teams are missing

A 3D artist who covers the modeling pipeline end to end, from sculpt to finished asset.

What they do

• Cover the full 3D modeling pipeline on a project
• Create 3D assets, character sculpts and files for 3D printing
• Apply the agreed art direction and theme across every asset
• Check the work against the design requirements and specifications you set

Works with

Art directors, artists, producers and programmers on your side.

A finance professional who works inside your accounting team, handling the day-to-day bookkeeping and reconciliations that keep your records accurate and close-ready.

What they do

• Record transactions and maintain the general ledger
• Reconcile bank, credit card and vendor accounts
• Prepare journal entries, schedules and month-end support
• Assist with audits, reports and tax preparation

Works with

Accountants, controllers, finance managers and auditors, alongside your in-house finance team.

A virtual assistant who works alongside your finance team or business owner, taking over the recurring bookkeeping and admin tasks so you stay current on your numbers.

What they do

• Enter transactions, categorize expenses and update records
• Prepare, send and track invoices and payment reminders
• Reconcile accounts and organize receipts and documents
• Prepare routine reports for your review

Works with

Business owners, bookkeepers, accountants and office managers, alongside your in-house team.

The dedicated point of contact between your business and the offshore team running your account.

What they do

• Oversee the day-to-day functions and daily operations of the team
• Guide team members through workflow processes so tasks land on time and accurate
• Read the data, draw conclusions and make the call when something needs deciding
• Stay available to both your business and the support team

Works with

Your business and the customer service team, as the single point of contact.

A specialist who works inside your finance team, making sure vendors are paid correctly and customer payments are collected and applied on time.

What they do

• Code, match and prepare vendor invoices for review and approval
• Prepare payment runs for approval and resolve vendor inquiries
• Issue customer invoices, apply payments and reconcile receivables
• Follow up on past-due accounts and report on aging

Works with

Accountants, controllers, procurement and customer teams, alongside your in-house finance team.

An assistant who takes the clerical and back-office load off your desk.

What they do

• Answer administrative enquiries and phone calls as first point of contact
• Schedule meetings, manage corporate calendars and arrange travel
• Issue invoices, post payments, enter data and keep the bookkeeping current
• Prepare spreadsheets and contact lists, keep online records and screen email

Real-time support on administrative work, delivered with minimal supervision.

What they do

• Respond to administrative enquiries and phone calls
• Schedule meetings, manage corporate calendars and plan travel
• Issue invoices, post payments and handle data entry and bookkeeping
• Prepare customer spreadsheets, keep online records and type up memos

An animator who produces the motion for a project's art assets, to its theme and style.

What they do

• Create UI animations for your art assets
• Animate to the project's theme, style and requirements
• Work alongside the art team so the motion matches the rest of the assets
• Check the final style against the client's design specifications

An architect who designs buildings and carries the drawings through to construction.

What they do

• Design buildings that are structurally sound, meet code and account for environmental impact
• Produce the detailed plans and drawings the project is built from
• Create AutoCAD and Revit files and keep your standards library current
• Follow the build on site so the work matches the plans and specifications
• Handle the permits and approvals a project needs

Common tools

AutoCADRevitNavisworks

Works with

Your architectural design team, and the engineers, contractors and interior designers on the project.

An architect who plans buildings and public infrastructure, from single-family homes to large commercial projects.

What they do

• Conceptualize, design and plan the construction of buildings and structures
• Apply building codes so the design is safe, sound and environmentally sustainable
• Work through project needs and technical concepts with clients and stakeholders
• Coordinate with contractors and construction teams to hold schedule and budget

Works with

Your clients and stakeholders, and the contractors and construction teams on site.

A developer who works inside your technology team, building and integrating AI features, such as chatbots, automations and data models, into your products and operations.

What they do

• Design, build and integrate AI and machine learning features into applications
• Connect language models and AI services to your data, workflows and APIs
• Prepare, clean and label data, and evaluate model accuracy and output quality
• Monitor, tune and document deployed AI features

Works with

Product managers, data analysts, software engineers and business stakeholders, alongside your in-house technology team.

An adviser who sets the AI direction for a business and then sees it through to running systems.

What they do

• Start from the business goals and build the AI strategy around them
• Pick the approach that fits the case, from machine learning to natural language processing
• Run the work end to end, including the fit with existing systems and processes
• Monitor what is in production and report on how it performs
• Brief and train your executives on managing it

Works with

Your executives and the teams whose processes the AI touches.

An analyst who works the datasets behind machine learning: cleans them, reads them and reports what they show.

What they do

• Gather, cleanse and process complex datasets
• Identify the patterns and correlations inside them
• Prepare the statistical analysis and the reports that come out of it
• Evaluate emerging AI techniques against the problem at hand

Works with

Product development teams and company stakeholders.

An engineer who builds the AI applications and models a business runs on.

What they do

• Build and program AI applications, platforms and systems for enterprise use
• Develop models on large datasets for image recognition, natural language processing and predictive analytics
• Test and validate a model before it reaches production
• Monitor and maintain what is live so accuracy holds

A specialist who prepares the data an AI model learns from, then checks what it learned.

What they do

• Prepare and configure the datasets a model trains on
• Identify which datasets fit the case, with the people who own them
• Train the model and validate its behavior against the intended outcome
• Improve the datasets and the training process already in use

Works with

Your data scientists, developers and the stakeholders who own the data.

A developer who works inside your product or digital team, building AR experiences that overlay digital content on the real world, so customers can visualize and interact with your products.

What they do

• Build AR apps and features for iOS, Android, web and headsets
• Implement tracking and placement, such as surface, image and face anchoring
• Integrate and tune 3D models and animations from your design team
• Test across devices, fix bugs and keep performance and battery use in check

Works with

Product managers, 3D artists, UX designers and mobile developers, alongside your in-house development team.

A drafter who turns specifications into the shop drawings, layouts and models a project is built from.

What they do

• Assemble, review and create shop drawings and coordinated layouts
• Build prefabrication models and run take-offs
• Read the specifications and technical requirements behind each drawing
• Run quality checks and make revisions so drawings go out error-free
• Keep your standards library up to date

Common tools

AutoCADRevitNavisworks

Works with

Your architecture and engineering teams.

A technician who gives direct daily care to people in behavioral health treatment.

What they do

• Support clients day to day with hygiene, meals and medication
• Carry out the treatment plan set by the licensed clinician
• Track progress against treatment goals and report what changes
• Step in on crisis intervention alongside the clinical team

Works with

Licensed psychologists, social workers and nurses on the care team.

An analyst who maps how a business actually works, then redesigns the parts that cost it time.

What they do

• Work through the current processes and the objectives behind them
• Research where the opportunities for improvement sit
• Design and implement the process change
• Train the people who have to run the new process
• Monitor and report on progress and results

A CPA who keeps the books accurate and the reporting compliant.

What they do

• Run month-end close on your reporting calendar
• Reconcile the accounts and resolve what does not tie
• Prepare financial statements
• Support the audit and flag issues before they become findings

A specialist who chases medical records out of hospitals, clinics and physician offices.

What they do

• Request records and patient information from the facilities that hold them
• Track every request and chase the ones that run late
• Review what comes back and confirm it is what was asked for
• Handle records within HIPAA and the rest of the regulatory requirements

Works with

Your medical records manager or healthcare administrator, and the providers holding the charts.

A civil engineer who designs and sees through infrastructure: buildings, bridges, roads, water and sewage systems.

What they do

• Design and plan the project, and produce the blueprints and schematics
• Run feasibility studies and assess environmental impact
• Manage construction, coordinating contractors against time and budget
• Test construction materials such as concrete and steel against the design specification
• Inspect infrastructure in service and build the maintenance plan

Works with

Contractors, other engineers and the project's stakeholders.

A processor who takes an insurance claim from submission to payment.

What they do

• Review submitted claims and verify the information on them
• Determine coverage and eligibility against the policy terms
• Calculate and process claim payments
• Chase missing information and resolve what holds a claim up

Works with

Insurance companies, healthcare providers and the claimants themselves.

A specialist who pulls the key clinical data out of patient records so it can be analysed.

What they do

• Review patient records and abstract medical histories, diagnoses, procedures and medications
• Check that every abstraction is accurate and complete
• Read the data for trends and patterns, and report what they find
• Keep documentation current alongside the rest of the care team

Software

Electronic medical recordsClinical documentation software

Works with

The healthcare team, under HIPAA and current healthcare standards.

A coordinator who owns the last mile of a mortgage file, the stage where a delay costs a lock extension.

What they do

• Schedule settlement and keep the date moving
• Assemble the closing package
• Track outstanding conditions against the timeline the rate lock assumes
• Escalate anything that threatens the lock
• Keep the borrower current on dates and documents

Works with

Attorneys, title companies and settlement agents. Licensed origination activity, credit decisions and final execution stay with your onshore staff.

A specialist who chases the money your business is owed.

What they do

• Reach out to customers by phone and other channels to collect payment
• Follow up on payments that are due and have not arrived
• Keep the follow-up going so collections do not stall
• Take the chasing off your local staff

Channels

Phone calls and other direct channels.

A moderator who keeps an online community inside its own rules.

What they do

• Set the community guidelines and keep them easy to follow
• Track discussions and engagement, around the clock where it is needed
• Remove posts that do not honour the guidelines
• Apply corrective action to members who ignore the standards

A consultant who works a client's business problem from the analysis through to the solution in place.

What they do

• Work through the client's objectives and where the business is falling short
• Research and analyze the problem before proposing anything
• Build and implement the solution against those needs
• Deliver the training that makes the change stick
• Report on progress and on what the project returned

A marketer who plans, writes and distributes the content that brings an audience back.

What they do

• Build the content plan around who the audience is and what they look for
• Write and publish on the schedule the plan sets
• Run the audience research the plan rests on
• Read performance data and adjust what gets published next

Channels

Blogs, social media, email and video.

A controller who reconciles the balance sheet account by account against the general ledger.

What they do

• Tie bank reconciliations to the general ledger
• Reconcile accounts receivable, retainage receivable and other receivables
• Reconcile prepaid accounts, deposits, inventory, fixed assets and investments
• Reconcile accounts payable, retainage payable and credit card payable

A writer who produces the content a brand publishes: blog posts, web copy and the copy that runs on its marketing channels.

What they do

• Write blog posts and new content against the plan
• Write and revise web copy
• Repurpose existing content for other channels
• Write for high search intent so pages get found

A specialist who finds new customers and works out which leads are worth your sales team's time.

What they do

• Find prospects and determine which ones are qualified
• Sort the leads with real potential from the ones without it
• Support the sales team towards its target number of leads
• Keep the CRM current as the pipeline moves

Works with

Your sales team, on the lead side of the pipeline.

A specialist who builds and keeps the relationship with your client organisations.

What they do

• Cultivate and maintain relationships with client organisations
• Listen, work the problem through and document what happened
• Manage engagement around client feedback programmes
• Set client expectations correctly and deliver on time

A specialist whose job is keeping the customers you have already won.

What they do

• Maintain customer interaction and loyalty after the deal closes
• Build and run an account plan for each client
• Handle client requests and keep expectations in line with what is delivered
• Apply what works on one account across the others

The first point of contact between your business and your customers, across every channel.

What they do

• Handle inbound and outbound calls, email, chat and social enquiries
• Resolve issues and keep customer records in order
• Generate leads from the conversations that warrant it
• Work inside your existing systems and workflows

Channels

Calls in and out, email, live chat and social media.

An analyst who turns raw data from across the business into findings someone can act on.

What they do

• Collect and organize data from the sources it lives in
• Clean and reshape it into something usable
• Find the patterns that matter in large datasets
• Build the reports and visualizations that carry the finding
• Present the recommendation to the stakeholders who decide

An analyst who works inside the databases: master data, relational sets and the reports that come out of them.

What they do

• Examine and break down complex company datasets against set criteria
• Manage master data, from creation through updates to deletion
• Generate reports from one system or across several
• Troubleshoot the reporting database environment when a report comes back wrong
• Handle confidential data under your guidelines

A specialist who makes sure the data a business relies on is complete, consistent and free of errors.

What they do

• Apply data cleansing and validation techniques across the records
• Manage master data, from creation through updates to deletion
• Check large volumes of entries for errors before they reach a report
• Generate the reports that come out of one system or several

A curator who defines how data is structured, then keeps it accurate, documented and accessible.

What they do

• Define data schemas and build the data models behind a dataset
• Collect data from its sources and organize it for analysis
• Implement the data standards the organization works to
• Maintain documentation of where each data source comes from
• Keep data secure and within GDPR and HIPAA

Works with

Researchers and analysts, around what their work needs from the data.

A specialist who captures and verifies data across your systems so the records downstream can be relied on.

What they do

• Capture and verify information across the systems that hold it
• Keep records complete and consistent
• Handle data filing and the routine clerical work around it
• Work patient records and claims data under confidentiality requirements in healthcare settings

A processor who turns raw operational data into the standardized reports a business runs on.

What they do

• Interpret complex data structures and the processes behind them
• Prepare standardized reports and presentations
• Handle the system integration the reporting depends on
• Set the practice for how data gets reported and analyzed

A specialist who turns complex datasets into the reports and dashboards a business decides on.

What they do

• Build the reports and dashboards, from historical and real-time data
• Define the key performance indicators they are measured against
• Build data-integrity tools and monitor data quality
• Manage the system integration the dashboards pull from

A biller who keeps dental claims coded correctly and paid on time.

What they do

• Verify patient insurance coverage before the claim goes out
• Code and submit claims for dental services
• Follow up with insurance companies until payment lands
• Manage patient accounts across the cycle
• Work claim disputes through to resolution

Works with

Your billing team and the dental providers.

An engineer who produces the blueprints and models a facility is built from.

What they do

• Create complex blueprints and detailed models
• Review drawings and run take-offs
• Troubleshoot the model when it does not resolve
• Suggest facility or project design changes that meet the requirement

Common tools

AutoCADRevitNavisworksBIM

Works with

Other engineers, management and the creative department.

A marketer who runs your digital channels from inside your own stack.

What they do

• Run campaigns across SEO, PPC, email marketing and social media
• Build each campaign around your business rather than a template
• Cover the specialism you are missing, or several of them
• Handle the digital marketing work an in-house team runs out of time for

Channels

Search, paid advertising, email and social media.

A controller who keeps a project's documents current, filed and in the right hands.

What they do

• Maintain and organize the internal project documents
• Get every department the updated version on time
• Handle and safeguard both physical and digital copies
• Keep technical records such as blueprints in order on engineering projects

Support for the payment and order side of an online shop.

What they do

• Assist customers with e-commerce payments and order processing
• Take incoming calls from customers who need help completing an order
• See orders through from placement to completion
• Work inside the e-commerce platform you already run

Software

ShopifyMagentoWooCommerceSalesforce

Extra hands for the order and payment load an online shop generates.

What they do

• Answer customer questions about payments and order processing
• Take inbound calls from customers stuck mid-order
• Absorb the order spikes that sale events bring
• Work inside the e-commerce platform you already run

Software

ShopifyMagentoWooCommerceSalesforce

An engineer who works inside your design or engineering team, producing the electrical designs, calculations and documentation your projects are built from.

What they do

• Develop electrical designs, schematics and layouts for power, lighting or control systems
• Run load calculations and prepare specifications and bills of materials
• Review drawings and check designs against applicable codes and standards
• Support project teams with revisions, documentation and design coordination

Works with

Architects, mechanical engineers, contractors and drafters, alongside your in-house engineering team.

A specialist who confirms a patient's coverage is active before the claim is built.

What they do

• Contact the payer and verify the plan is eligible and active
• Identify co-pays and deductibles on the plan
• Check that the data on the claim form is accurate and complete
• Keep patient information and the electronic medical record current
• Post payments correctly and on time

Channels

Follow-up calls to insurance payers.

A marketer who runs the email program, from the list to the send to what it returned.

What they do

• Build and send the campaigns
• Segment and target the subscriber lists
• Read performance and adjust the next send
• Manage deliverability so the mail reaches the inbox

An engineer who works a product from its goals through to launch.

What they do

• Identify the project's goals, objectives and constraints
• Review what the product will cost to engineer, manufacture and maintain before work starts
• Develop and test the product, then take it to launch
• Bring a degree in engineering and the experience behind it

A technician who runs the tests, keeps the lab equipment working and writes up what the engineers need.

What they do

• Assist on research and development projects, and on testing new products and systems
• Run tests and experiments, then collect and analyze the data
• Troubleshoot and repair existing equipment
• Maintain the laboratory equipment
• Prepare the technical reports and documentation

Works with

The engineering team, including on safety procedures.

A processor who works inside your escrow or title team, keeping files organized and on schedule so closings move forward without delays.

What they do

• Open escrow files and prepare, order and track required documents
• Coordinate with lenders, title companies, agents and clients on deadlines
• Track contingencies, payoff demands and closing requirements
• Prepare files for review and closing by the licensed escrow officer

Works with

Escrow officers, title and lending partners, real estate agents and closing teams, alongside your in-house escrow team.

A developer who builds the pipelines that move data between systems and keep the target current.

What they do

• Extract data from databases, flat files, web services and other sources
• Reshape it to fit the target system's data model, including cleansing, mapping and conversion
• Load it into the data warehouse, data mart or other repository
• Model the source and target systems before the pipeline is designed
• Schedule the jobs so the target stays up to date

An assistant who carries the day-to-day load: documents, research and the tasks that keep several projects moving at once.

What they do

• Keep reports, internal documents and manuals up to date
• Maintain the customer database
• Run the research, clerical and data tasks the week needs
• Guide customers before and after a purchase

An analyst who supplies the numbers behind both day-to-day operating calls and the larger project decisions.

What they do

• Compare forecasts against actuals and explain the gap
• Build the tools and standardized reports finance works from
• Analyze operational performance in business intelligence tools
• Work cross-business-unit financial questions through to a recommendation
• Advise on resource allocation, in headcount and in budget

Works with

Your strategic finance leads.

A moderator who keeps play fair inside a game community.

What they do

• Set the gaming guidelines that keep play fair
• Check those guidelines are being observed
• Block players who hack or cheat the game system
• Apply corrective action to members who break the standards

A geologist who works environmental projects, from the soil samples to the remediation plan.

What they do

• Run field investigations and collect soil and water samples
• Perform geological and hydrogeological analyses and assessments
• Build conceptual site models and remediation strategies
• Write the technical reports and present the findings
• Check the work against the applicable regulations and standards

Works with

Your project teams, and the clients and stakeholders the findings go to.

A designer who produces the visual content a company publishes, across digital and print.

What they do

• Design the graphic content for campaigns and creative projects
• Work to the brand's layout, typography and graphic fundamentals
• Produce for both digital and print media
• Keep the detail consistent across a set of assets

An adviser who reads healthcare data and tells an organization what to change.

What they do

• Analyze large volumes of healthcare data and identify the trends in it
• Evaluate how a healthcare system performs on patient satisfaction and health outcomes
• Recommend where patient care can be improved
• Work with policymakers on the policies behind the service
• Brief healthcare professionals on what those policies mean

Works with

Healthcare organizations, policymakers and clinical staff.

A processor who adjudicates the claims healthcare providers submit.

What they do

• Review and analyze each claim to determine eligibility for payment
• Adjudicate against insurance billing codes and reimbursement policy
• Work inside the electronic medical record and the claims processing system
• Keep claims moving so payment is accurate and on time

A manager who owns the accuracy of the patient record across the systems that hold it.

What they do

• Oversee patient information in electronic health record systems and record databases
• Collect and analyze what goes into the record
• Keep the record within the legal and ethical requirements
• Chase the corrections that keep entries current

Works with

Healthcare providers, clinicians and insurance companies.

A technician who answers the technical problems your customers run into.

What they do

• Troubleshoot computer systems, hardware and related issues
• Handle break/fix and configuration support requests
• Work with subject matter experts to close the harder requests
• Plan how support data is collected, stored, analysed and reported

Works with

Your customers on support requests, and your subject matter experts behind them.

A virtual assistant who works alongside your HR team, handling the recruiting, onboarding and records admin that keeps your people operations organized.

What they do

• Post jobs, screen applications and schedule interviews
• Prepare onboarding paperwork and coordinate new-hire setup
• Maintain employee records and HR files
• Answer routine employee questions and route issues to HR

Works with

HR managers, recruiters, hiring managers and payroll, alongside your in-house HR team.

An HR generalist who covers the whole employee lifecycle, from the job posting to the exit.

What they do

• Recruit, interview and hire, working the requirements out with the hiring manager
• Run training and development, including workshops and coaching
• Administer benefits, from health insurance to retirement plans and paid time off, and handle employee claims
• Run performance reviews and the improvement plans that follow
• Handle employee relations, from investigations to mediating disputes
• Keep policy and practice within employment law

A designer who produces the blueprints, layouts and prefabrication models a construction operation builds from.

What they do

• Create complex blueprints and the structural components on them
• Prepare takeoffs and review the ones that come in
• Create shop drawings and coordinated layouts for total stations
• Build prefabrication models
• Hold the drawings to the project's cost and specifications

Common tools

RevitNavisworksBIM 360

Works with

Your engineering and construction operations teams.

An engineer who redesigns how a plant produces: the layouts, the workflows and the waste between them.

What they do

• Develop production layouts and workflows
• Find where the production process loses time or material
• Put the change in place and measure what it returned
• Work out the staffing levels and workloads the line needs

Works with

Production teams and management.

An industrial engineer who analyzes complex processes and designs the systems that run them.

What they do

• Analyze processes with process mapping and time and motion studies
• Design and implement inventory management, production scheduling and quality control systems
• Run the cost analysis, including activity-based costing and return on investment
• Develop safety protocols and conduct risk assessments
• Lead the improvement project through to implementation

Works with

Other engineers, technicians and contractors.

A specialist who takes on the knowledge work itself: the research, the analysis and the judgement behind a business decision.

What they do

• Work out what knowledge-based support the client actually needs
• Run the research and the analysis behind it
• Build and implement the solution that comes out of it
• Deliver the training that transfers the knowledge across

A specialist who finds the leads and works out which ones are worth your time.

What they do

• Identify qualified customers through digital market research
• Reach out by telephone, LinkedIn, email campaigns and direct messaging
• Qualify leads before they reach your sales team
• Add leads to the CRM and keep customer records current

Channels

Telephone, LinkedIn, email campaigns and direct messaging.

A legal associate who advises on contracts, regulation and litigation, and drafts the documents behind them.

What they do

• Advise on contracts, regulations and litigation
• Run the legal research and analysis a matter needs
• Draft contracts, agreements and legal memoranda
• Support negotiations and legal proceedings
• Check the business against applicable laws and regulations

Works with

Your legal team and outside counsel.

Support staff who keep a property portfolio visible and a sales pipeline accurate.

What they do

• Post and update listings across platforms
• Keep photography, copy and status current so a property reads the same everywhere
• Keep client records and activity logs current, and log every touchpoint
• Maintain the CRM segmentation
• Produce the weekly tracking report on what moved and what stalled

Real-time support on your website, answered around the clock.

What they do

• Manage incoming enquiries through website chat
• Troubleshoot product and service issues as they come in
• Hold response times without losing resolution quality

Channels

Live chat on your website, around the clock.

A processor who takes a loan application from the borrower's paperwork to the underwriter's desk.

What they do

• Collect and verify the financial and personal information the file needs
• Evaluate credit reports and financial statements to assess risk
• Calculate debt-to-income and the other ratios the decision rests on
• Resolve discrepancies with the borrower before the file moves
• Prepare and submit the application to underwriting

Works with

Borrowers and your underwriters.

A specialist who keeps goods moving: the routes, the inventory and the shipment nobody can find.

What they do

• Plan and coordinate the movement of goods, including transportation modes and routes
• Manage inventory levels, reorder supplies and handle vendor relationships
• Track shipments through to delivery and resolve the damaged or lost ones
• Answer client and internal questions on delivery status
• Keep records of inventory, shipments and transportation costs

An analyst who measures what a marketing campaign actually returned.

What they do

• Collect campaign data from the sources it is scattered across
• Analyze it against what the campaign set out to do
• Build the reports and dashboards stakeholders read
• Carry the finding to the people making the call

Works with

Marketing, sales and product development.

An assistant who covers the marketing work that keeps getting pushed down the list.

What they do

• Create content: blog posts, white papers and social media
• Research the market and build lists of potential prospects
• Collect and organise prospect data, and monitor productivity reports
• Post on social media and reply to comments and enquiries

An engineer who designs, builds and tests mechanical devices, from a small prototype to industrial machinery.

What they do

• Design and develop mechanical devices, systems and equipment
• Build detailed models in CAD
• Produce prototypes on 3D printers and CNC machines
• Test the design against performance and safety standards

Works with

Your engineering team, plus the clients and stakeholders whose specifications the design has to meet.

A planner who decides where the advertising budget goes, buys the space and then reads what it returned.

What they do

• Research media channels and the rates behind them
• Negotiate with media vendors
• Develop the media plan and the budget under it
• Analyze campaign data and adjust the buy
• Keep the plan aligned to the brand and the audience it is aimed at

Works with

Creative, account management and analytics.

An assistant who covers both sides of a medical office: the front desk and the exam room.

What they do

• Manage medical records and maintain patient charts
• Schedule appointments and answer the phones
• Handle patient intake, take vital signs and prepare patients for exams or procedures
• Assist the physician during procedures and with administering medications
• Run basic lab tests and keep equipment and exam rooms clean

Works with

Physicians, nurses and the rest of the clinical staff.

A specialist who keeps medical claims accurate and the reimbursements coming in on time.

What they do

• Verify insurance eligibility before the claim is built
• Create and maintain patient accounts with accurate data entry
• Follow up with insurance companies until the claim is paid
• Handle confidential medical records securely
• Contribute to the quality checks and analysis behind the revenue cycle

A specialist on the accounts receivable side of medical billing: the calls that get an outstanding claim paid.

What they do

• Call insurance companies to collect on A/R claims
• Follow up on outstanding claims until they clear
• Conduct claim audits
• Create accounts and keep the claims database current
• Take patient calls about their claims

Channels

Inbound and outbound calls to insurers and patients.

An adjudicator who processes claims against the plan documents and works the appeals that follow.

What they do

• Adjudicate claims according to plan documents and company procedure
• Verify the data on the claim form is accurate and complete before it goes out
• Research and resolve pre-processing errors and edits so claims file on time
• Flag pricing and submission inconsistencies to management
• Process claim appeals within each payer's requirements

A coder who turns clinical documentation into the codes a claim is paid on.

What they do

• Assign CPT, HCPCS, ICD-10-CM, ASA, APC and DRG codes
• Read the clinical documentation behind each code
• Keep medical documents and patient records correct and current
• Keep the coding backlog down so claims go out clean

A specialist who strips identifying information out of medical records without damaging the record, so a file can be shared within HIPAA.

What they do

• Review records and identify the personally identifiable information that has to go: names, addresses, social security numbers, diagnosis and treatment details
• Redact or mask it while keeping the document itself intact
• Check for omissions, which is where redaction fails
• Write and maintain the redaction policies and procedures
• Train staff on how the redaction is done

Works with

Your legal and compliance teams.

A developer who builds iOS and Android applications, native or cross-platform.

What they do

• Build native iOS and Android applications
• Build cross-platform apps where that fits the case better
• Design the app to scale with the business behind it
• Work to the industry requirements the app has to meet

A virtual assistant who works alongside your loan officers and processing team, handling the administrative work that keeps loan files moving from application to close.

What they do

• Collect, organize and follow up on borrower documents
• Update the loan origination system and track file status
• Schedule appointments and send status updates on process steps
• Coordinate with title, appraisal and underwriting contacts

Works with

Loan officers, processors, underwriters and borrowers' agents, alongside your in-house mortgage team.

An engineer who keeps the network and the services running on it available.

What they do

• Configure and maintain networks and network-enabling services
• Troubleshoot VOIP, Windows servers, switches, routers and firewalls
• Keep configuration in line with your security policies
• Support customers on technical issues and system customisation

A civil engineer who works your infrastructure projects from the drawings through to what gets built on site.

What they do

• Design and plan infrastructure projects and produce the blueprints and schematics in CAD
• Run feasibility studies covering environmental impact, benefits, risks and regulatory compliance
• Oversee construction against time and budget
• Analyze and test construction materials against the design specification
• Monitor and maintain infrastructure once it is in service

Works with

Your project managers and contractors.

Trained callers on both sides of the line: the ones who answer your campaigns and the ones you reach out to.

What they do

• Handle inbound calls from people who respond to ads, emails or campaigns
• Run outbound calls to prospects, with the lead research behind them
• Set appointments and follow up with customers
• Work the same conversation across social, email, chat and the website

Channels

Calls in and out, plus social, email, chat and the website.

A coordinator who is the patient's first point of contact, and the one who keeps their file current afterwards.

What they do

• Walk patients through terms of service, insurance coverage and payment options
• Book and confirm appointments, treatments and consultations
• Make the follow-up calls that keep records accurate
• Keep medical record account entries up to date

Channels

Calls, email and messaging, whichever the patient prefers.

A paralegal who carries case preparation, document review and legal research for your attorneys.

What they do

• Draft and organize pleadings
• Manage discovery
• Maintain the case files
• Run the legal research behind a case
• Track filing deadlines so nothing slips

A paraplanner who builds the financial plan the adviser presents.

What they do

• Gather and analyze the client information a plan rests on
• Prepare the financial planning reports
• Draft the investment strategies and recommendations
• Check each plan against the regulatory requirements
• Support advisers in client meetings and presentations

Works with

Your financial planners and advisers.

A scheduler who owns the appointment calendar for a practice.

What they do

• Set up patient appointments and consultations
• Manage the appointment calendar and the status of each booking
• Confirm, cancel or reschedule requests against availability
• Work inside your online appointment software

A processor who runs payroll on time and within federal, state and local tax law.

What they do

• Collect and maintain employee data
• Calculate wages, salaries, bonuses and taxes withheld
• Process and distribute paychecks and direct deposits
• Check each run against federal, state and local tax requirements
• Support the year-end payroll process

A specialist who runs the payroll function: the system behind it, the audit of it and the reporting out of it.

What they do

• Process and manage the company payroll
• Audit the payroll process against the compensation guidelines
• Keep up with exemptions, salary changes, tax deductions, bonuses and expense reimbursements
• Set up and maintain the payroll system
• Prepare compensation reporting and forecasts

Works with

Finance and HR, on payroll reports and forecasts.

A specialist who builds the system a company measures and improves its people with.

What they do

• Set performance standards and expectations with HR and department managers
• Design the evaluation systems and the process around them
• Analyze performance data and report the trends in it
• Deliver the training programs that support development
• Build improvement plans for employees who are falling short

Works with

HR and your department managers.

An assistant who runs the calendar, the files and the correspondence from a remote desk.

What they do

• Manage the calendar, bookings and appointments
• Organize files and keep records and documents updated
• Handle data entry and the rest of the clerical load
• Carry the day's correspondence

A photo editor who takes raw images to finished, for both digital and print.

What they do

• Edit and retouch raw photos
• Prepare images for digital use: e-books, white papers, case studies and social posts
• Prepare images for print: magazines, flyers and brochures
• Provide graphic design support alongside the editing

Common tools

Adobe PhotoshopAdobe LightroomAffinity Designer

A biller who handles the claims side of a physical therapy practice, from eligibility to payment.

What they do

• Verify patient insurance coverage and eligibility
• Code and submit claims for physical therapy services
• Follow up with insurance companies until payment arrives
• Manage patient accounts and answer billing questions
• Work billing issues and appeals through to resolution

Works with

Patients, healthcare providers and insurance companies.

An auditor who reviews a mortgage file after funding and catches what the closing rush missed.

What they do

• Check for missing signatures, documentation gaps and incomplete disclosures
• Identify conditions still open after funding
• Escalate anything that needs a licensed reviewer rather than resolving it
• Keep investor deliveries clean so repurchase exposure stays down

Works with

Your post-closing team. Approval authority and risk determinations stay with the lender's state-licensed staff.

A specialist who gets prior authorization approved before the service is delivered.

What they do

• Submit pre-authorization requests to the insurance companies
• Follow up until each one is resolved
• Check authorization status in the payer's database
• Determine what further documentation is needed and request it
• Arrange physician peer-to-peer review where the payer requires it

Channels

Online payer portals, phone and fax.

A buyer who sources the materials a project needs and holds them to spec and budget.

What they do

• Source the materials and supplies a project calls for
• Gather quotes from suppliers and subcontractors
• Check what is bought against company and project specifications
• Keep the purchase inside the budget

Works with

Suppliers, subcontractors and your project manager.

A project manager who runs technology projects from scope to delivery.

What they do

• Define scope, goals and deliverables
• Build and maintain the plan, the schedule and the budget
• Identify risks and the mitigation for each
• Manage the resources: people, equipment and materials
• Report status to stakeholders and hold the deliverables to quality

Works with

Other departments, stakeholders and vendors.

A project manager with an engineering background who runs a project from plan to handover.

What they do

• Develop the project plan and the schedule under it
• Oversee design, development and implementation
• Hold the project to time, budget and the client's technical specifications
• Coordinate external vendors and suppliers
• Report status to everyone who needs it

Works with

Clients, management and the project team.

An editor who makes sure nothing goes out with a mistake in it.

What they do

• Edit and correct the grammar of articles, white papers and case studies
• Check website copy before it is published
• Read for detail across long documents
• Take the proofreading load off the people who wrote the content

An accountant who keeps the ledger current for a real estate portfolio, through the monthly cycle and through year-end.

What they do

• Run bank and credit card reconciliations on your schedule and in your systems
• Tie rent rolls back to signed leases and flag variances for review rather than correcting them silently
• Prepare entity-level and property-level statements to the same format every period
• Track capital projects against budget and keep fixed asset schedules and depreciation current
• Organize schedules, supporting documents and reconciliations before the auditors ask

Works with

Your controller, who reviews instead of assembling.

An engineer who finds the defects in software before the users do.

What they do

• Create the test plans, test cases and scenarios a release is validated against
• Execute the tests, log the defects and verify the fixes
• Automate the tests that are worth automating
• Run performance testing against the required standards

Works with

The development team, through to the fix.

Hire QA Testers Outsource Quality Assurance Philippines To prevent quality issues from being encountered by customers after well-designed product deployment, software QA methodologies are required. The function of a Quality Assurance Specialist is to be able to provide Quality Control before product deployment. This means being able to apply Quality Assurance (QA) methodologies and provide process and test documentation such as test cases, checklists, and so on regarding issues such as bug fixes. Connext Global Solutions provides customized offshore software outsourcing and staffing solutions. Offshore highly qualified, but cost-effective team members with high level technical skills. The company has a full team of developers, designers, and engineers to support a wide variety of technical projects and roles. These roles and projects include but are not limited to: Website Developer Website Designer RPA Developer Web Applications Developer Software Engineer Mobile Applications Developer SalesForce / CRM Developer App Developer Software Support Specialist And more Outsource Programming and Development services to Connext today. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

Hire a Quality Assurance Supervisor Outsource Quality Assurance Supervisors to the Philippines A Quality Assurance Supervisor is responsible for ensuring that healthcare facilities and staff provide high-quality care to patients. When you outsource the services of a Quality Assurance Supervisor, they can help in developing and implementing quality assurance programs that meet regulatory requirements and policies and ensure that all aspects of patient care are safe and effective. Policies, procedures, and guidelines ensure quality care delivery, and meet regulatory requirements. This includes monitoring the quality of patient care activities, including diagnostic tests, medical treatments, and other patient care activities, as well as audits and inspections of healthcare facilities and staff, to ensure that they meet established quality standards. They work with healthcare staff, stakeholders, regulatory agencies, auditors, inspectors, and analysts, to ensure the timely and accurate completion of quality assurance activities. Outsource Healthcare services to Connext Global Solutions today. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

An engineer who holds a manufacturing line to the quality standard the product is sold on.

What they do

• Develop and implement the quality control procedures
• Run inspections and tests to find defects
• Analyze the data and report where quality drifts
• Work with suppliers so materials and components meet requirement
• Correct quality issues as they come up on the line

Works with

The engineering team, production staff and management.

A surveyor who owns the cost of a construction project from the first estimate to the final account.

What they do

• Prepare estimates and budgets for the project
• Prepare and negotiate bills of quantities and the tender documentation
• Run the procurement process against the construction contract
• Assess progress and cost as the project runs

Works with

Suppliers, contractors, architects and engineers.

An administrator who carries the coordination load behind a brokerage or property management operation.

What they do

• Manage schedules, records and correspondence
• Prepare and file the documents a transaction needs
• Support listings, showings and vendor coordination
• Follow up with vendors
• Produce the routine reporting that keeps a portfolio legible week to week

Works with

Your agents. Anything that requires a licensed agent or broker to act for a client stays with your licensed staff.

An administrative specialist who works inside your brokerage or agent team, keeping listings, transactions and client communication moving so your agents can spend their time with buyers and sellers.

What they do

• Coordinate transactions from contract to close, tracking deadlines, contingencies and document deliverables
• Prepare and upload listings, including MLS entries, photos, descriptions and updates
• Manage the CRM, including lead follow-up, appointment scheduling and database cleanup
• Prepare documents for e-signature and chase missing signatures and disclosures
• Communicate with lenders, title companies, inspectors and clients on scheduling and status

Common tools

Follow Up BosskvCOREDotloopDocuSignSkySlopeMLS platformsGoogle Workspace

Works with

Agents, brokers, transaction coordinators and lenders, alongside your in-house real estate team.

A virtual assistant who works alongside you or your agent team, taking over the daily admin, marketing and follow-up tasks that pull agents away from clients.

What they do

• Manage email, calendars and appointment scheduling, including showing and open house logistics
• Enter and update leads and contacts in your CRM, and send follow-up emails and reminders
• Research prospects, expired listings and market data to build call and mailing lists
• Create and schedule social media posts, listing flyers and email campaigns
• Syndicate listing updates to portals and websites, and coordinate with photographers, stagers and vendors
• Handle general admin such as data entry, document organization and reporting

Common tools

Follow Up BossGoogle WorkspaceCalendlyCanvaZoomDocuSignSocial media schedulers

Works with

Agents, brokers and team leads, alongside your in-house real estate team.

A recruiter who works a role from the hiring manager's brief to the shortlist.

What they do

• Agree the opening and its technical requirements with the hiring manager
• Write the job description
• Source candidates by email, on niche platforms and through other channels
• Screen applicants against the requirements and schedule the interviews
• Present the shortlist, keep the applicant database current and forecast the recruitment budget

Channels

Telephone, video and in-person interviews.

Works with

Your hiring managers.

A recruitment specialist who runs a vacancy end to end, from the staffing need to the signed offer.

What they do

• Agree staffing needs and job requirements with the hiring manager
• Source candidates through job boards, social media and professional networks
• Screen resumes and run phone and in-person interviews
• Coordinate background and reference checks
• Prepare and extend the offer, then hand over to onboarding

Works with

Hiring managers and HR.

A manager who owns the security of patient data inside a healthcare organization.

What they do

• Develop and implement the protocols that protect patient data
• Run regular risk assessments across information systems and infrastructure
• Keep those protocols within HIPAA, GDPR and the other data protection laws
• Manage security incidents when they happen
• Train healthcare staff on the protocols they have to follow

Hire Reservation Agent Outsource Reservation Agent Customers want responsive and quality support, especially in high demand industries such as the hospitality industry. This requires a dedicated team for you to assist customers’ needs and meet their demands 24/7. Outsourcing reservations and bookings can help you focus on your core operations. Outsourced Reservations agents manage and handle bookings or reservations for flights, hotels and transportation 24/7. Outsourced Reservation agents assist customers handle all your company bookings and other related customer concerns through preferred communication channels such as calls, emails, messaging. They have excellent interpersonal skills, analytical skills, basic computer and operating system knowledge, and documentation skills. Outsource reservation services to Connext today. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

An analyst who measures where a revenue cycle leaks and reports what to do about it.

What they do

• Analyze historical and projected financial data across large datasets
• Build the reports and dashboards the department runs on
• Run root cause analysis on financial transactions
• Identify the trends behind revenue cycle performance
• Maintain the financial databases and records the reporting draws from

Works with

Revenue cycle managers and directors, and the cross-functional teams around them.

An administrator who configures, maintains and supports an organization's Salesforce platform.

What they do

• Manage user accounts, roles and permissions
• Configure custom objects, fields, workflows and reports
• Keep platform data accurate with cleansing, deduplication and migration
• Troubleshoot issues and support end-users
• Integrate Salesforce with the other systems in the business

Common tools

Salesforce

A paid search specialist who turns ad budget into visible results.

What they do

• Run PPC advertising campaigns and keep refining them
• Carry out keyword research and write the ad copy
• Build display ads targeted at specific segments of your audience
• Work to the budget you set, including small ones

A specialist who works on your site's visibility and search traffic.

What they do

• Work each page of the site around its most relevant keywords
• Write content that communicates, not just content that ranks
• Build external backlinks
• Apply SEO technique across the site so it reaches a wider audience

A secretary who handles the back-office and clerical work around your day.

What they do

• Take phone calls from clients
• Make travel arrangements
• Take the minutes of meetings and handle transcription
• Handle scheduling and data entry

Software

Online meeting software

An analyst who works on the controls protecting your data and information assets.

What they do

• Work on physical security, cybersecurity, operating controls and network infrastructure
• Keep data protection and confidentiality enforced in practice, not just on paper
• Run onboarding, training and orientation so data protocols are understood
• Sign confidentiality clauses covering the data they handle

A specialist who works on how easily people find you in search.

What they do

• Research topics and keywords with high search intent, and write regular blog articles from them
• Apply on-page best practice, keyword research and link building
• Fix the technical issues on a site that hold back its ranking
• Monitor traffic, ranking and performance, and report on them regularly

Works with

Your stakeholders, through regular reporting on traffic and ranking.

An administrator who runs an organization's ServiceNow platform, from configuration to upgrades.

What they do

• Configure the platform to match how the business works
• Set up users, roles, permissions, rules and workflows
• Resolve platform incidents and escalate what needs next-level IT
• Apply patches and upgrades, and keep the platform secure
• Track every change with its documentation and approval
• Train end-users

Common tools

ServiceNow

Works with

Your IT teams.

A developer who builds the custom applications, workflows and integrations that run on ServiceNow.

What they do

• Develop custom applications on the platform
• Design and implement the workflows behind a process
• Build integrations with third-party systems
• Write the system design and technical operations documentation
• Troubleshoot issues and support end-users

Common tools

ServiceNow

Works with

Agile development teams, business analysts, QA engineers and the delivery managers on the account.

An estimator who prices a construction project before anyone breaks ground.

What they do

• Review project plans and specifications
• Visit the site to assess scope and conditions
• Solicit bids from subcontractors and suppliers
• Build the estimate for materials, labor and equipment
• Check the estimate against company procedure and client requirements

Works with

Clients, architects and the rest of the project stakeholders.

A marketer who runs the social accounts day to day: the posts, the replies and the numbers behind them.

What they do

• Create the posts and schedule the content calendar
• Reply to and engage with followers
• Read the metrics and adjust the approach
• Track the platform and algorithm changes that affect reach

Channels

Facebook, Instagram, Twitter and LinkedIn.

A developer who builds software to your specification and tests it before it ships.

What they do

• Identify key product features and set specifications for new software
• Design and build the software against those specifications
• Run unit and integration testing before launch
• Troubleshoot what breaks and propose the fix

Software

JavaScriptHTMLCSSNodeJSPythonAWSDocker

Works with

Your in-house development team and your other software specialists.

An engineer who builds and deploys the product, and keeps it standing up.

What they do

• Identify key product features and set specifications with your in-house team
• Design and build software to those specifications
• Run unit and integration testing before launch
• Deliver the infrastructure the product depends on, with availability, performance and security in mind

Software

JavaScriptHTMLCSSNodeJSPython

Hire Programmers Outsource Programming Philippines Offshoring Programming services gives businesses access to the right a dedicated pool of outsourced employees who have highly specialized skills and technical expertise in coding. You can choose from Offshore Programmers that provide cost-effective remote coding in languages such as Java, C, Python, C++, C#, Visual Basic .NET, SQL, JavaScript, .NET core, PHP or Delphi. Connext Global Solutions provides customized offshore software outsourcing and staffing solutions. Offshore highly qualified, but cost-effective team members with high level technical skills. The company has a full team of developers, designers, and engineers to support a wide variety of technical projects and roles. These roles and projects include but are not limited to: Website Developer Website Designer RPA Developer Web Applications Developer Software Engineer Mobile Applications Developer SalesForce / CRM Developer App Developer Software Support Specialist And more Outsource Programming and Development services to Connext today. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

An artist who draws the storyboard a video gets made from.

What they do

• Create photo and film storyboards for video production
• Build the visual content used in advertising
• Put the company's content into a form it can be presented from
• Keep production quality up without the cost of a local studio

A drafter who turns a structural engineer's design into the drawings and models a building is built from.

What they do

• Create detailed technical drawings and models with the structural engineer
• Prepare construction documents and specifications
• Review and revise drawings against project requirements and building codes
• Gather site data and assess construction progress
• Prepare reports and presentations for clients and stakeholders

Common tools

AutoCADRevit

Works with

Structural engineers, architects, contractors and the other engineers on the project.

Hire a System/Network Administrator Outsource System/Network Administrators We can hire you System/Network Administrators responsible in helping build out, maintain, and troubleshoot our rapidly expanding infrastructure. They design, set up, and maintain a network of computers, including hardware, software, and system architecture. Outsourced System/Network Administrators have a degree in Computer Science, Engineering and a proven working experience in automation scripts, and installing, configuring, and troubleshooting operating systems, application software, system security and data backups. Connext Global Solutions provides customized offshore software outsourcing and staffing solutions. Offshore highly qualified, but cost-effective team members with high level technical skills. The company has a full team of developers, designers, and engineers to support a wide variety of technical projects and roles. These roles and projects include but are not limited to: Website Developer Website Designer RPA Developer Web Applications Developer Software Engineer Mobile Applications Developer SalesForce / CRM Developer App Developer Software Support Specialist And more Outsource Programming and Development services to Connext today. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

A preparer who takes a tax return from the client's paperwork to the filing.

What they do

• Gather the information a return needs from the client
• Calculate taxes owed or refunds due
• Check the return against current tax law and regulation
• File the return and answer the client's questions on it

A technical specialist who works directly with customers on product, application and usability problems.

What they do

• Take technical and application questions from customers and resolve them
• Learn the product and service in depth so the answers are specific
• Troubleshoot product, website and user experience problems
• Work inside your support tools and process

Channels

Telephone support.

Hire Technical Support Engineers Outsource Technical Support Engineers You can outsource services to experienced Technical Support Engineers to act as the initial point of contact of customer for all types of service requests. Technical Support Engineers are responsible in ensuring proper technical assistance troubleshooting or configuration support for issues regarding computer systems, hardware, and software applications. An outsourced Technical Support Engineer can provide and process expert technical customer support for proprietary applications via phone, email, support portal, and cloud-based collaborate on tools or software, or manual entry. Technical Support Engineers have in-depth expertise in system, hardware, or software, support tools, techniques, and case management. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

A support specialist who works inside your customer support or product team, helping customers solve technical problems with your product or service so they stay productive and stay with you.

What they do

• Respond to customer calls, chats and emails, and log every case in your ticketing system
• Diagnose product issues by reproducing problems, reviewing logs and walking customers through fixes
• Escalate bugs and complex cases to engineering or Tier 3 with clear steps, screenshots and environment details
• Guide customers through setup, onboarding and configuration
• Write and update help center articles and troubleshooting guides from recurring issues
• Track resolution times and customer satisfaction, and flag trends to your product team

Common tools

ZendeskFreshdeskIntercomJiraSalesforce Service CloudRemote desktop toolsSlack

Works with

Customers, product managers, QA and engineering teams, alongside your in-house support team.

A writer who turns what the product team knows into documentation a non-technical reader can follow.

What they do

• Write technical documentation, user manuals and supporting material
• Gather the technical detail from the sources that hold it
• Keep the documentation library current and within company standards
• Edit and proofread before anything ships

Works with

The product development team.

A registered nurse who assesses patients over the phone and decides what level of care they need.

What they do

• Take patient calls and gather symptoms, medical history and current medications
• Assess the case and advise on managing symptoms at home or seeking further care
• Refer to emergency services, specialist care or the primary care physician
• Document everything in the patient record
• Follow up to check whether symptoms improved

Channels

Phone consultations.

Works with

Physicians, nurse practitioners and physician assistants.

Hire Telesales Outsource Telesales Telesales is another task you can offload to an outbound call center. While Telemarketing is focused on engaging or pitching to prospective customers through product or service awareness, Telesales is built around converting leads into customers. Customer service outsourcing support specialists in an outbound call center therefore need to meet or exceed target sales growth goals. The Connext Global Solutions offshore team of outreach specialists is responsible in making outbound calls for growing the customer base and closing deals. Telesales and Telemarketing functions entail the use of call center software such as Zendesk, RingCentral and Avaya. Connext Global Solutions capable of working with and integrating current systems and software clients use in their customer service processes. In fact, a number of active Connext clients use contact center software in their operations. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

Hire Tenant and Client Support Outsource Tenant and Client Support Tenant and client support staff are the first contact for the questions a portfolio generates every day. They handle inquiries, billing questions, service requests and property questions by phone and in writing, schedule viewings and meetings, and route maintenance requests to the right vendor with the detail needed to act. They keep records of every interaction so the account history is there when someone else picks it up. Routine coordination scales offshore well; the conversation where a client makes a decision stays with your team. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

A clerk who keeps the title side of a closing moving.

What they do

• Track title commitments as they come in
• Follow up on outstanding title conditions until each one clears
• Maintain the documentation trail so the closing team knows what is outstanding and who owes it
• Work to current, state-specific checklists rather than to habit

Works with

Title companies. The clerk finds and documents an issue; the opinion on what a title defect means for the transaction is a legal call and stays onshore.

A processor who examines the public record behind a property so a transaction can close on clean title.

What they do

• Review deeds, mortgages, municipal liens, judgment liens and outstanding property tax dues
• Check each one against a documented search protocol rather than personal habit
• Assemble the search file and flag defects and encumbrances for review
• Prepare the title documents the closing team needs
• Work to your jurisdictions and your checklists

Works with

Your closing team. The processor finds and documents an issue; the opinion on what a defect means for the transaction stays with your licensed team.

A coordinator who manages the administrative side of a real estate transaction, deadline by deadline.

What they do

• Manage contract contingencies, inspection periods and closing dates
• Prepare and review purchase agreements, addenda and disclosures
• Track and organize all the paperwork behind the file
• Schedule inspections and coordinate lenders and title companies
• Keep the file within fair housing and the rest of the applicable regulation

Works with

Clients, agents, lenders and title companies.

A transcriptionist who turns recordings and notes into accurate written records.

What they do

• Transcribe documents, reports, notes and patient data
• Verify that what was entered is accurate and complete
• Review notes for completion before they are filed
• Fax the completed notes on to whoever needs them

Hire Travel Advisor Outsource Travel Advisors The Travel Advisor will be responsible for providing exceptional travel advice and customer service to clients. Responsibilities: Travel Advisors have relevant experience in travel planning and work with clients to understand their travel needs and preferences. They provide travel advice and recommendations, including transportation, accommodations, and activities. Aside from this, they plan and book travel itineraries for clients, including flights, hotels, and tours. Travel Advisors possess strong customer service skills and a passion for helping clients plan their travel experiences. They are proficient in travel booking and reservation systems. They coordinate travel logistics, including transportation, accommodations, and activities and provide exceptional customer service and support throughout the travel planning process. They also are responsible in resolving any issues or concerns that arise during travel and maintaining up-to-date knowledge of travel trends, destinations, and products. They collaborate with travel suppliers and vendors to negotiate rates and secure reservations. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

An assistant who handles travel bookings and the questions that come with them.

What they do

• Book and manage flights, hotels and transportation
• Handle changes and cancellations against availability
• Answer client questions on their bookings
• Cover the booking desk around the clock

Channels

Calls, email and messaging, whichever the client prefers.

Support staff who prepare the file so the underwriter spends their time on the decision rather than on assembly.

What they do

• Organize the documents a file needs
• Verify applicant information
• Review property details
• Chase whatever is missing so every file arrives complete and consistent
• Keep accurate records of what was verified and when

Works with

Your underwriters. The approval and the risk it carries stay with them; support staff assemble and verify, they do not decide.

An underwriter who decides whether a risk is insurable and what it should cost.

What they do

• Review applications and accept, reject or set the level of coverage
• Assess risk from financial history, credit score and the other relevant factors
• Set the premium the coverage is offered at
• Keep accurate records of each decision and the data behind it
• Track the regulatory changes that affect how a risk is priced

Works with

Insurance agents and brokers, for the information behind a decision.

A specialist who supports a bank's underwriting team through to booking the loan.

What they do

• Review documentation and follow through to booking
• Identify loan re-grades
• Take part in credit discussions
• Recommend loan structures within state and federal law
• Keep the team current on the bank's products, policies and procedures

A developer who works inside your studio or product team, building the gameplay, systems and features that make your game fun to play and stable to ship.

What they do

• Program gameplay mechanics, characters, UI and game systems
• Integrate art, animation and audio assets from your creative team
• Tune performance across mobile, PC and console targets
• Debug, playtest and support builds, updates and releases

Works with

Game designers, artists, QA testers and producers, alongside your in-house game team.

Upsell and Cross-sell Outsource Upsell and Cross-sell The Sales department is one of the departments in a company that focuses on driving revenue growth. Companies can drive revenue operations and meet sales goals by hiring outsourced staff to upsell or cross-sell products or services. Outsourced Staff can directly engage with customers with the goal of upselling, which is offering an alternative product with high-value, higher-price in comparison to the current product the customer is considering to or willing to buy. Cross-selling on the other hand, is offering additional products or services complementing the offered product or service. Through upselling and cross-selling, businesses are able to benefit from increased sales and customer satisfaction. Learn more about hiring upselling and cross-selling staff today. Get in touch for an assessment of your needs, transparent pricing, and proposed action plan.

A Certified Public Accountant who reviews and corrects US tax returns.

What they do

• Diagnose errors in tax returns
• Fix them in accordance with US tax law
• Work alongside other reviewers and CPA teams
• Correspond with the customer support team when a return needs it

Works with

Your other reviewers and CPA teams, and customer support when needed.

A designer who works on whether your product is actually usable.

What they do

• Design buyer platforms and landing pages around how people use them
• Work on website usability and user experience
• Produce design that is appealing and still functional
• Keep the customer's satisfaction with the product in view throughout

A producer who takes a video from concept to finished piece.

What they do

• Conceptualise and create visual content
• Produce video to a quality standard
• Work to tight project deadlines
• Keep production inside the budget agreed

A registered nurse who assesses patients, plans their care and follows the recovery.

What they do

• Assess the patient and plan the care that follows
• Administer medication and monitor for side effects
• Record vital signs and report changes in condition
• Create and maintain accurate patient records
• Give physical or psychological support where the patient needs it

Works with

The healthcare practitioners managing the patient's recovery.

A developer who translates real-world concepts and interactions into VR.

What they do

• Build VR and AR experiences across hardware and software
• Design the interface and the interaction that goes with it
• Produce and integrate the 3D graphics the experience needs
• Work on the headsets the project targets

Software

UnityUnreal EngineMaya3DS MaxSubstanceOculusHTC Vive

A merchandiser who designs the window and in-store displays that move product.

What they do

• Design and set up window and in-store displays
• Organize product layouts and the props around them
• Work product positioning and space management across the floor
• Monitor how a display performs and change it when it stops working
• Keep displays aligned to the marketing goals behind them

Works with

Marketing, sales and creative.

A designer who owns how your website looks and how it is laid out.

What they do

• Manage the visual design intent across the site and its landing pages
• Work the user interface and the usability behind it
• Test graphics across different media and revise on client feedback
• Maintain the website once it is live

Software

HTMLCSSJavaScript

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