If you have a natural talent to redesign the systems, processes, and integration of the tools that will help us more efficiently scale the business. and create the infrastructure to support the growth of an online coaching/consulting business, this is for you.
As we've grown, the way we operate and systems in place are now not the most efficient. You are responsible for identifying inefficiencies, and creating our new workflow as we are shifting project management and documentation software currently to Teamwork PM. We have 10+ different software and are looking to consolidate communication across platforms.
You pride yourself on having a gift for seeing operations inefficiencies and streamlining processes and procedures. You are proficient with software and IT troubleshooting things online.
If you do not have experience helping an online business (or overseeing software integrations), do not apply.
1. Create optimal workflow and communication among the team in Teamwork PM and our other software platforms it needs to integrate with.
Goal= team works smoothly on projects and day-to-day flow (ie, interacting with clients)
Increasing one source of truth, instead of having to go to a couple of platforms to get needed info to understand what is going on and/or make decisions
2. Be involved with coordinating integration needs (ie, between Close.io, Helpscout, and Infusion Soft platforms). We can work directly with Close.io on integration needs but anything we need to produce for Close.io to move forward with the project, your role would involve getting that information.
This is a hands-on role that will require you to get your hands into things, rather than just delegating everything to an already short-staffed team.
3. Create the high-level organizational structure of how we will document and name our systems, procedures, and templates and overseeing the documentation.
Our mission is that holistic and integrative medicine options become mainstream in our country, instead of mainly relying on drugs or surgery. We do this by helping holistic health practitioners reach more people effectively. Many holistic practitioners went into the profession to help people but not to run a business and they struggle with that.
They learn a step-by-step process of getting patients more consistently through our training and mentorship programs. The format of what we offer includes teleseminars, live speaking, and high-end private and group coaching/mentorship. You will work with someone who is very dynamic, results-oriented, and always open to new ideas. Work in a supportive environment from home.