Operations & Workflow Management

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Process mapping and workflow creation
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Onboarding new staff or contractors
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Vendor coordination and management
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Client onboarding and delivery tracking
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Technology/tool implementation (CRMs, booking platforms, etc.)
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Event or program launch management
Bookkeeping & Invoicing Support

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Transaction categorization and expense tracking
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Monthly reconciliations (bank, credit card, PayPal)
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Invoice and payment management
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Budgeting support and financial planning
Sales & Marketing Coordination

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Social media scheduling and basic content creation
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Email marketing (Mailchimp, Constant Contact, etc.)
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Lead generation and follow-up
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CRM setup and pipeline management
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Promotional campaign coordination
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Event or pop-up support (planning, outreach, logistics)
Administrative & Back-Office Support

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MWBE or DBE certification support
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Tracking performance metrics (KPIs)
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Email & calendar management
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Document organization (Google Drive, Dropbox)
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Scheduling appointments or deliveries
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Customer service support (responding to inquiries, managing phone lines)
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Filing business licenses, insurance, and compliance paperwork


