Leverage Your Specialized Remote Team
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Project Coordinator
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Manage projects from contract to install
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Liaison between customers, sales, utility companies, & state/local agencies
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Ensure compliance with state regulations
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Coordinate required documents with stakeholders for permits
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Submit permit packages
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Handle customer inquiries
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Schedule inspections & installations to submit for PTO
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Prepare & review documentation
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Set up customer monitoring after PTO
Bookkeeping Support
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Process and prepare invoices and bills
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Record financial transactions like payments and adjustments
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Analyze financial transactions
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Post entries to ledger accounts
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Reconcile bank accounts
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Use of platforms such as Quickbooks, Xero, etc.
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Manage expense reports
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Sales Support Coordinator
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Support sales team during proposal and closing process
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Assist in system design and financing for proposals
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Coordinate pricing and scope for requests
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Provide sales trends and customer feedback to management
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Collect sales documents
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Customer Outreach
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Assist in creating and executing project change orders before final design
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Executive Assistant
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Manage calendars
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Set appointments
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Organize emails
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Respond to emails
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Follow-up leads
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Handle phone calls
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Provide admin support
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Research and gather information
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Manage projects
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Coordinate travel
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Create and/or refine SOP's (Standard Operating Procedures)
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Scheduler
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Develop and maintain project schedules
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Coordinate manpower, equipment, and materials
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Monitor project status and address delays
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Facilitate effective stakeholder communication
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Identify and mitigate project risks
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Align subcontractor schedules
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Obtain necessary permits and comply with regulations
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Maintain accurate project records
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Assist in forecasting timelines and costs
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Optimize scheduling processes
Marketing Coordinator
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Implement brand strategy
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Provide weekly reports on referrals, reviews, and marketing ideas
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Create marketing materials for internal and customer-facing platforms
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Prepare detailed marketing activity reports
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Conduct market research to identify trends and opportunities
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Manage social media platforms
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Implement referral programs
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Handle reviews
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CAD Designers/Drafter
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Support operations with designs
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Retrieve and document project information using QuickBase or similar software
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Design projects with outlined panel count and run Shade reports
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Communicate with team members to understand changes in system layout or permitting requirements
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Resolve issues with management and operations
Cost-Saving Solution
Full-Time ClearDesk Remote Member
Base: $23,400
Benefits + Taxes: included
Overhead: N/A
77%
Full-Time Employee
(On-Site)
Base: $72,800
Benefits + Taxes: 25%
Overhead: 15%
Savings for your business!
ANNUAL COST: $23,400
ANNUAL COST: $101,920
vs
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Our Pricing
Specialized Talent
$2,250 to $2,500/month
40 hours per week
Ideal for small and medium-sized businesses who need:
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Project Coordinator
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Bookkeeping Support
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Sales Support Coordinator
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Executive Assistant
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Scheduler
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Marketing Coordinator
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$2,500 each | 1 Remote Team Member
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$2,250 each | 2+ Remote Team Members
Getting Started with Your
Specialized Remote Team
2
Onboarding Questionnaire & Call
After submitting your payment, you will be prompted to complete a quick onboarding questionnaire to help us understand your expectations and book your onboarding call. During this call, we will review your answers to ensure we find the right staff for you.
3
Kick-Off Call
Meet your team member! During the Kick-Off call, you can align your goals, create a schedule, and set expectations with your new staff with the help of our Customer Success Manager!
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