Job Description

Part-Time | 20 Hours/Week | EST Time Zone

We are looking for a high-caliber, proactive Executive Virtual Partner to serve as a "Virtual Partner" for a dynamic husband-and-wife entrepreneurial team managing a growing private school and a fractional CFO firm.

If you are a self-starter who brings high discernment, can pivot between marketing funnels and light bookkeeping, and prides yourself on getting "80% of the way there" without constant direction—this role is for you.

### What You’ll Be Doing

* Lead Generation & Marketing: Assist in building and maintaining lead generation funnels and AI automations for a new school campus.
* Financial Administration: Handle "accounting brain" tasks including entering receipts and attaching documentation to transactions in QuickBooks Online.
* Systems Management: Organize and manage leads within Zoho CRM and maintain structured data in Excel.
* Contract Support: Draft contracts based on established templates and ensure all financial strategies (like the Augusta Rule) are properly documented.
* SOP Creation: Turn video instructions (Loom/Zoom) into clear, documented Standard Operating Procedures.
* Executive Support: Assist with vendor outreach (for school operations and home construction) and personal logistics to maximize the founders' daily productivity.

_We sometimes ask for flexible support on related tasks, but nothing outside your skill set—and always with clear communication._

### Tools You’ll Use

* QuickBooks Online
* Zoho CRM
* Excel (Advanced organization required)
* Loom / Zoom
* Funnels & AI Automation Tools

### What We’re Looking For

* Critical Thinking: Ability to solve problems and work with high discernment.
* Precision & Detail: Must be comfortable following specific, high-standard instructions to meet the CEO's "right way" philosophy.
* Self-Sufficiency: A "Virtual Partner" who needs little direction once the flow is understood.
* Experience: Previous background in accounting or childcare/education is a significant plus.
* Knowledgeable with MacOS (Bonus).

### Working Hours and Rate

* Part-time: 20 hours per week.
* Shift Options: M/W/F/Sat (10:00 AM – 3:00 PM EST) OR M/W/F/Sat/Sun (10:00 AM – 2:00 PM EST).
* Rate: Discussed based on experience level ($7–$10/hr range).

### Expected Outcomes

* Complete freedom for the founders to focus on high-value work.
* Accurate, high-quality work where the founders never have to worry about the "nitty-gritty."
* A fully documented and operational system for marketing and financial compliance.

### Please answer the questions below to be considered:

1. Tell me about a time when you faced a major setback while working remotely. How did you manage it and what was the outcome?
2. Give me an example of a situation where you had to solve a work-related problem with very limited tools or support. What did you do?
3. What does success look like to you in your role as a Virtual Assistant—and how do you measure it?

_We’re looking for a team member who brings precision, structure, and high-level strategy to the table. If that sounds like you, we’d love to hear from you._

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