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