Dynamic Virtual Assistant and Project Manager

Application Process:

This is a critical hiring decision for me and I am willing to pay well for the right candidate. I have taken a lot of effort to explain it thoroughly so we can both determine if it will be a good fit.

After reading the below, if you are interested please send the following via email to Upgrade to see actual info

Shoot a 1 minute or less video of yourself explaining why you would be a fit for the role and include it with your submission.

Along with the video link, submit a cover letter about why you are interested in 400 words or less along with your resume. Also include any applicable links to social media sites, LinkedIn or other online profile, personal website, DISC results or any other information you feel would be helpful.

General Job Description:

I am looking for more than just a virtual assistant to conduct administrative tasks.

I am seeking a virtual employee/project manager to help realize the vision of my company through efficient and proactive task prioritization and execution with outstanding communication.

I need an individual who will bring organization, structure, and prioritization to the company so that I can spend my time focusing on strategic tasks to grow and diversify Shift Financial.

You will complete direct tasks for the CEO and will oversee a team of freelancers to execute additional tasks in their specialty (i.e. content writing, website development, affiliate marketing, SEO, etc), as well as manage our internal accountants’ task dashboards and workflows. You do not need to be an expert in these specialties but you must be familiar enough to oversee execution and ensure high quality.

I am willing to invest in your personal and professional development with training and exposure to my business structure to help strengthen your skills an individual and as a VA.

About Our Company:

Company Name: Shift Financial Insights

Foundation Program: Accounting & Financial Insights, for Entrepreneurs

Company Mission:

Simple accounting for businesses on the rise.

Shift is an outsourced bookkeeping, accounting and financial insights company. We’re like a CFO and controller for your business. We do it all: day-to-day bookkeeping, monthly and annual reporting, and everyday number analytics and advising to help you reach your business goals.

Shift is a lively team of professional CPAs who do all the seemingly boring, kind of painstaking, totally annoying, and sort of scary yet truly valuable stuff that comes with running a business: The Upgrade to see actual info started as a nagging idea for our founder, Spencer Sheinin, a Vancouver CPA, CA, advisor, and serial Upgrade to see actual info became evidently clear to him that many entrepreneurs aren’t sure what they actually need from their accountants. So they can’t direct them. Which means, business financials cannot be strategic or insightful and, ultimately, businesses cannot thrive. The idea of game-changing entrepreneurs missing out on their full potential because of poor accounting hurt his heart. Big time.

So he decided to close the gap. Get entrepreneurs and accountants speaking the same language. And give emerging business owners access to the same big business accounting insights they need to make sound decisions that keep the doors open and the dollars flowing—without paying big business fees. We like to think of it as leveling the playing field. You get corporate-level accounting expertise at a cost you can afford.

Our team of CPAs and financial advisors is your team. They are neck deep in balance sheets, payroll systems, and business processes and procedures. They can also hold a conversation, Upgrade to see actual info fact, spelling out what the numbers really mean is our forte. So is delivering financial insights that literally transform small businesses into big players. We get pretty excited about that. Like air-dance kind of excited.

Please visit www.shiftfinancial.co and review all pages of the site to see the range of our services and value offerings.

About Me:

Video Intro: Upgrade to see actual info

You can see my full bio via the links below but here are a few applicable highlights:

- Lifetime entrepreneur with over 20 years experience having owned 5 companies in different industries and very familiar working with virtual staff (Shift is a virtual company)

- Very effective communicator, highly organized and detail oriented

- Member of the Entrepreneurs’ Upgrade to see actual inforved the Vancouver chapter as President in 2018, and on the board for a number of years. Currently serve on a the Canadian Regional Council

- I was featured on Upgrade to see actual info and you can read the story by clicking here: Upgrade to see actual info

- I do a lot of speaking as part of my business and have a page on my website with this Upgrade to see actual info will give you a feel for my personality and my areas of Upgrade to see actual infoe full bio and video here of my speaking highlights Upgrade to see actual info

Technology and Communication Platforms We Will Use:

**Note: I am open to exploring alternative recommendations but these are the current solutions I have found to be effective and using currently
Video Meetings - Upgrade to see actual info
LastPass- Upgrade to see actual info
Communication - Upgrade to see actual info
Communication - Email hosted by Gmail
Communication - Upgrade to see actual info
Communication - Upgrade to see actual info (Screencasting)
File Management - Google Docs
Sales Funnels - Upgrade to see actual info
CRM and Marketing Automation - Upgrade to see actual info
Project Management - Upgrade to see actual info

How We Will Communicate:
Twice weekly video meetings or conference call for 1 to 1.5 hours to plan the week and recap activity during the week
Day to day communication primarily via Slack and email/text/calls as needed
Asana will be used to create and manage all tasks
Weekly/Daily written report to be provided of work accomplished

Basic Requirements:

Time Commitment
We will start at 15 to 20 hours per week for 30-day testing once hired and shift to 40 hours per week

Experience:
4+ years experience as a Virtual Assistant and/or Project Manager serving high-performing, fast-paced entrepreneurs and/or business owners

Skills and Technical Knowledge
Ideally, you are project management certified
Highly fluent in using Fiverr, Upwork and similar platforms to secure freelancer talent as needed
Fluent and ideally certified (if applicable) in all technology and communication platforms outlined above

Mentality and Personality Approach to Work
Highly organized and detail oriented
Enjoy a high-paced, multitasking environment to move many initiatives forward at the same time
Outstanding communicator
VERY proactive thinker
Passionate learner of all new things in productivity, marketing/sales technology

Examples of Tasks You Will Execute Directly:

NOTE: I am completely fine to also consider finding other VA’s or freelancers you can oversee to execute some of these tasks versus doing them directly
Drive overall calendar (appointment setting), task management and timeline of CEO
Manage and filter e-mail inbox of CEO, handling and passing off responses as
Create and develop new processes and procedures to ensure smooth operation of CEO and Shift.
Create playbook in Google Docs for entire job role and processes including org chart of roles for handoff should VA not continue in the role
Evaluate and roll out new marketing tools (i.e. Infusionsoft)
Create or modify powerpoint slides for presentations/workshops
Evaluate new exposure channels such as influencers, other speakers, potential partners
Vetting of new leads
Create agendas for meetings with prospects
Research and vetting of new freelancers for new skill sets and train them
Coordinate execution of tasks with freelancers
Personal research and tasks - plan trips, research topics, organize photos
Online ordering of items - Amazon, etc.
Final pass review of written content for final approval - blogs, press releases, etc.
Coordinate welcome package for new staff/contractors/clients
Stay in touch with people falling off the radar to ask how I can help
Oversee accountants’ task dashboards, and ensure tasks are up to date/completed. Manage the workflow of these tasks

List of Current Freelancers/Vendors You Will Oversee:
You will oversee freelancers with these skills to conduct internal work for Shift and to complete Client work
Graphic design, website design, content writing, Google Analytics, press releases, research, prospecting, sales funnel development, animated/whiteboard video, live video editing, and final footage

Training - How I Will Support You:
NOTE: I have subscriptions to training courses that I will ask you complete to add to or expand your skill sets. They do not have to be done prior to starting our work together but we will develop a plan for you to complete them soon into the engagement. For other areas (i.e. Email management) I have either written protocols I will share with you or we will write the protocols together to make sure they work for both of Upgrade to see actual infofusionsoft online training and protocols
Slack protocols
Google Docs protocols
Review existing Slack channels
Review “sent” email
Review all prior events in Calendar to see meeting patterns
Review past meetings and events to ensure appropriate follow-up

Email management protocol

I look forward to seeing your submission!