Job Type: Part-Time / Ongoing / As-Needed Location: Remote Overview We're a growing supplement company looking for a reliable, detail-oriented person to provide backup customer support and admin coverage. This role kicks in when our primary operations and support person is out (vacations, sick days, etc.), so we need someone who can step in smoothly and keep things running without a hitch. This isn't a full-time daily commitment — it's flexible, on-call-style work(will have at least a few days to a week notice) that requires responsiveness and quick ramp-up when needed. Responsibilities Answer incoming customer service phone calls when the primary support person is unavailable Respond to customer service emails (order questions, shipping issues, product inquiries, returns/exchange questions etc.) during coverage periods. Look up and update order/customer information as needed Escalate complex issues appropriately Maintain a friendly, professional, on-brand tone in all customer interactions Systems Used HubSpot (CRM / customer communication) Shopify (order management) ShipStation (shipping/fulfillment) Gmail (email correspondence) Requirements Prior customer service or admin experience (e-commerce experience a plus) Familiarity with Shopify, HubSpot, and/or ShipStation preferred (willingness to learn quickly required) Clear, friendly written and verbal communication skills Reliable internet connection and quiet workspace for phone calls Ability to be responsive and available on short notice during coverage windows Comfortable working independently with minimal oversight Nice to Have Experience in the health/wellness/supplement industry Experience handling both phone and email support simultaneously How to Apply Please include a brief note on your experience with the systems listed above and your general availability/flexibility for on-call coverage (will have notice)

We are looking for an Intake Coordinator for our private therapy and coaching practice for approximately 12-4 hours a week; hours may increase over time based on performance, reliability, and practice needs. This role is the first point of contact for new clients; your work is to help them feel heard, understood, and supported from the very first interaction. The ideal candidate is highly organized, detail-oriented, dependable, and genuinely enjoys helping people. You should be comfortable speaking on the phone, managing multiple administrative tasks, and communicating with empathy while maintaining structure and professionalism. Key responsibilities include - Answer and return calls from prospective clients in a timely manner. - Respond to client inquiries by phone, text, and email - Conduct intake screening calls and gather information accurately - Help prospective clients understand services, clinician availability, fees, and next steps - Schedule intake appointments and manage calendar coordination - Track inquiries and ensure timely follow-up with prospective clients - Manage cancellations, rescheduling requests, and appointment reminders - Communicate professionally with clients, clinicians, and referral sources - Support a smooth, welcoming, and organized intake experience from first contact through scheduling Qualifications • Excellent customer service and interpersonal communication skills • Strong phone presence and ability to build rapport quickly • High attention to detail and accuracy • Strong organizational and time-management skills • Ability to work independently and follow through on tasks without constant supervision • Ability to receive feedback, implement changes, and continuously improve • Professional, warm, and grounded communication style • Reliable, responsive, and accountable Required Experience Minimum of 1 year of experience in a client-facing administrative, scheduling, receptionist, intake, or customer service role Experience handling phone calls, scheduling, email communication, and client interactions as a significant part of previous employment Technical and software skills: Ability to use online scheduling systems Ability to use EHR platforms. Comfort managing calendars, bookings, cancellations, and rescheduling workflows Experience with phone systems, voicemail management, and call routing tools Ability to use email and secure messaging systems for client communication Basic data entry skills with high accuracy in client records Familiarity with digital documentation workflows Ability to learn and use practice management software quickly Comfort with Google Workspace tools such as Gmail, Calendar, and Docs Applications: All applicants need to submit an application letter, curriculum vitae.

Role Purpose The Accounting Manager serves as the primary operational accounting lead. In this fractional role, you will take full ownership of general ledger accuracy, execute timely financial close processes, and maintain the absolute integrity of our small-to-mid-sized business clients' accounting systems. You are a process leader who focuses on precision, data integrity, and workflow discipline, ensuring that all financial records are clean, accurate, and ready for tax or advisory functions. Responsibilities Financial Close Management: Own and execute monthly, quarterly, and annual financial close processes for multiple client engagements. Ensure all balance sheet accounts are fully reconciled, post required journal entries/accruals, and deliver audit-ready financials on schedule. General Ledger & Operations: Maintain the general ledger and chart of accounts layout. Ensure proper classification of all financial transactions, manage bank feeds and automated transaction rules, and maintain clean vendor/customer master records. Data Integrity & Reconciliations: Perform systematic and meticulous reconciliations across bank accounts, credit cards, and key balance sheet items. Investigate, resolve discrepancies, and validate beginning balances to catch errors before they impact reporting. Reporting & Compliance Support: Prepare internal financial statement packages (P&L, Balance Sheet, A/R and A/P aging reports) and compile supporting schedules. Organize documentation for payroll tax, sales/use tax, business licenses, and year-end filing readiness (1099s, W-2s). Workflow & System Optimization: Operate strictly within our designated cloud ecosystem, optimizing QuickBooks Online (QBO) and tracking all tasks, milestones, and progress in real time within Canopy. Build efficient, automated workflows to enhance internal controls and operational efficiency. Cross-Functional Coordination: Proactively collaborate with Fractional CFOs, Tax Managers, and Administrative Support teams to ensure seamless client delivery and verify that accounting data aligns perfectly with downstream strategic reporting. Key Deliverables Monthly/Ongoing: Completed, reconciled financial statements; updated general ledger and supporting schedules; A/R and A/P aging reviews; and real-time task updates inside Canopy. Quarterly: Comprehensive financial reporting packages, prepared compliance documentation, and actionable process/system improvement recommendations. Annual & Ad Hoc: Year-end financial statement packages, audit/review support documentation, 1099/W-2 preparation support, and financial cleanup/system optimization initiatives. Qualifications: Bachelor’s degree in Finance and 5 + years of tax experience Strong working knowledge of GAAP, journal entries, accruals, adjustments, and balance sheet-first accounting cleanup. Proven capability running structured, repeatable month-end close sequences across multiple clients under tight timelines. Advanced proficiency configuring QuickBooks Online, optimizing charts of accounts, and correcting automated bank feed rules. Deep commitment to task management systems (Canopy), data integrity, and executing standardized SOPs with zero variation. Proactive problem-solving skills with an ability to detect errors, analyze inconsistencies, and prioritize accuracy over speed. High level of accountability and professional presence; ability to communicate complex financial issues clearly to internal leadership and non-accounting stakeholders.

WHO WE ARE AND WHERE WE ARE We are a small US software company entering healthcare IT, building our first EMR (electronic medical record) product for outpatient clinics. We say that plainly because it is the honest headline of this posting: we are new to this domain, we are pre-launch with no clients yet, and what we bring is a team that builds software well and the discipline to learn the domain properly before we build. We are looking for the person who guides us through the billing phase. We are at the stage where the billing and charge capture module gets designed: the part of the system where a finished visit becomes diagnosis codes, procedure codes, modifiers, charges, and ultimately a clean claim. Before we commit engineering time, we want that design grounded in how real US clinics actually operate, not in how software people imagine they operate. We would rather pay an expert to correct us early than pay for the rework later. WHY THIS ROLE EXISTS We are hiring an expert in US medical billing and coding as a paid guide and advisor for this phase of the build. To be completely clear up front: this is a teaching and advisory engagement. You will not process claims for us. There is no production billing work. You will never see patient data of any kind; all discussion uses hypothetical or fully de-identified examples. What we are buying is the knowledge in your head: the real, messy, day-to-day workflow of coding and billing in US outpatient clinics, explained patiently to a technical team that knows software well and clinic operations only from the outside. WHAT YOU WILL DO IN THE FIRST ENGAGEMENT The first engagement is 5 to 10 hours of your time over roughly 2 to 3 weeks, structured like this: 1. A 30 minute paid intro call. We confirm fit, agree on the session plan, and answer your questions. 2. Two or three recorded video sessions of 60 to 90 minutes each. The detailed plan below describes three sessions; if we land on two, sessions B and C get combined. Screen sharing is welcome for anything you can legally show, such as blank superbill templates, encoder tools, or public payer fee schedules. Recordings are for our internal design reference only and will never be published or shared outside the product team. 3. Async written follow-ups. We will keep a shared document of follow-up questions as they come up during design work. We ask you to answer in writing, billed hourly. 4. One design review pass. We show you our draft billing screens and workflow diagrams and you tell us, bluntly, where they diverge from clinic reality. DETAILED SESSION PLAN Session A: From the encounter to the codes. How a visit actually turns into codes in your clinic. Who does what: front desk, medical assistant, provider, coder, biller, practice manager. Eligibility checks before the visit. How the provider documents, and whether the provider selects codes at the point of care or a coder abstracts them from the note afterward. How superbills and charge capture work in practice, paper and electronic. Favorites lists and specialty-specific code subsets. E/M leveling in the office setting (99202 to 99215) and how providers really pick the level. How modifiers get applied in real life: 25, 59 and the X subset, 24, 79, LT and RT, and the ones that cause the most trouble. Place of service codes. How specialties differ, to whatever extent you have seen (primary care, behavioral health, PT, specialty surgical, etc.). Session B: From the codes to the paid claim. Charge entry and charge review. Claim scrubbing: what edits fire before submission (NCCI pairs, medical necessity against LCD and NCD policies, payer-specific rules) and what tool runs them. How the 837P gets generated and which clearinghouse you use (Availity, Waystar, Trizetto, Optum, other) and what the clearinghouse rejects versus what the payer denies. What comes back: 835 ERA and EOBs, payment posting, adjustment codes (CARC and RARC) you see most. The denial workflow: the most common coding-related denial reasons, who works them, and how rework flows back to the coder or provider. Patient statements and balances. Where charge lag comes from and what makes a clean claim rate good or bad. Session C: Where the codes themselves come from and how they are maintained. This session matters a lot to us. We want the ground truth on sources: when you assign an ICD-10-CM, CPT, or HCPCS code, where does the list you are choosing from physically live? EHR or PM built-in code sets from the vendor? An encoder subscription such as AAPC Codify, Optum EncoderPro, or Find-A-Code? Code books on a desk? Payer fee schedules? Spreadsheet cheat sheets the clinic maintains? All of the above? How the annual update cycle reaches you in practice: ICD-10-CM on October 1, CPT on January 1, HCPCS quarterly. What actually happens in the clinic in the weeks around those dates: who updates the superbill and the favorites lists, what breaks, how claims spanning the cutover get handled, and what happens when a code you used all year is deleted or replaced. How payer fee schedules and RVU-based pricing enter the picture when charges are set. THE CONCRETE QUESTIONS WE NEED ANSWERED If you read only one section, read this one. These are the questions driving the engagement: 1. What process does your clinic follow, end to end, to get from a completed patient visit to a submitted claim? Who touches it at each step and in what system? 2. How do the people assigning codes obtain those codes day to day? Is the source a physical book, a website, an Excel sheet, a database inside the EHR, an encoder subscription, or some combination? 3. How feasible is it for a clinic to have, or to want, the complete code lists inside its EMR, and what does the clinic expect the EMR vendor to handle (including how you understand CPT licensing from the AMA to work in practice, versus ICD-10-CM and HCPCS which are public)? 4. What should a well-designed EMR billing module do for coders and billers that your current systems do badly? Where do you lose the most time? What causes the most preventable denials? 5. If you were advising a team building charge capture from scratch for outpatient clinics, what would you insist they get right, and what common vendor mistakes would you warn them away from? OUR CURRENT WORKING UNDERSTANDING (CORRECT US WHERE WE ARE WRONG) We have done our homework from public sources, but reading about billing is not the same as living it. So you can calibrate your teaching, here is our current mental model. Part of your job is to tell us where it is wrong or oversimplified: 1. In small and mid-size clinics, the provider often picks codes from a superbill or favorites list at the point of care, and a biller or coder reviews and corrects before charges go out. In larger or specialty settings, certified coders abstract codes from the note. 2. Clinics do not maintain full code catalogs themselves. The EHR or PM vendor ships licensed code sets, supplemented by encoder subscriptions and payer fee schedules. 3. ICD-10-CM and HCPCS Level II are public and free from CMS and CDC. CPT and its modifiers are AMA-owned and licensed, which is why EMR vendors pay royalties, and why clinics get CPT through their software rather than downloading it. 4. Claim scrubbing against NCCI edits and payer rules happens in some combination of the PM system and the clearinghouse before the payer ever sees the claim. 5. Most coding-related denials trace back to a handful of causes: medical necessity mismatches between ICD and CPT, missing or wrong modifiers, bundling edits, and eligibility problems that predate coding entirely. 6. The annual code updates are a recurring operational pain, mostly absorbed by the vendor plus a manual scramble to update superbills and favorites. If several of those made you wince, you are exactly who we want to talk to. DELIVERABLES - The recorded sessions themselves (internal use only). - Written answers in the shared question and answer document. - Margin notes or a marked-up review of our draft billing workflow designs. - Blank, non-proprietary artifacts are a bonus if you have them: a sample superbill template, a denial worklist structure, anything that shows the shape of the work without any real data. WHO WE ARE LOOKING FOR Required: - 3 or more years of hands-on coding and billing work in US outpatient clinics. Deep, real US clinic experience is the one thing we cannot compromise on. - CPC (AAPC) or CCS (AHIMA) certification strongly preferred; equivalent verifiable hands-on experience considered. - Daily working experience with at least one EHR or PM system such as Tebra (Kareo), athenahealth, eClinicalWorks, AdvancedMD, DrChrono, NextGen, or similar. - Able to explain clearly on camera, patient with beginner questions, and comfortable being recorded for internal use. Strong pluses: - CPB certification or hands-on billing (not just coding) responsibility. - Practice administrator or billing manager experience: you have owned the whole revenue cycle, not one seat in it. - Multi-specialty exposure. - Direct denials management ownership. - Prior consulting, training, or teaching experience of any kind. This engagement is essentially structured teaching. - Experience with more than one EHR, so you can compare how different vendors handle code selection and charge capture. - US-based, for the in-clinic perspective. WHAT THIS ROLE IS NOT - Not a medical billing services engagement. We are not outsourcing billing and there are no claims to work. - No PHI, ever. Do not share real patient information in any form during this engagement. Hypothetical and de-identified examples only. - Not credentialing, not AR cleanup, not a virtual assistant role. - Not a sales or referral role. LOGISTICS AND RATE - Hourly, 12 to 25 USD per hour, via a standard Upwork hourly contract. - If your rate is above this range but the engagement appeals to you, apply anyway and quote your real rate. For the right guide we will stretch. - 5 to 10 hours total for the first engagement, spread over 2 to 3 weeks at a pace that fits your schedule. - Sessions on Zoom or Google Meet, scheduled between 9am and 5pm US Central Time. - English. - All communication and payment stays on Upwork. AFTER THE FIRST ENGAGEMENT If the first engagement goes well there is a strong likelihood of ongoing advisory work while we build: recurring design reviews as screens get real, helping us design realistic denial and edge-case scenarios for testing, and sanity-checking claim outputs against what a clinic would expect to see. We are at the start of this product. The person who teaches us billing now has a standing seat at the table as it grows. HOW TO APPLY Start your proposal with the single word SUPERBILL so we know you actually read this posting. Generic copy-paste proposals will be declined without reply. Then answer these six questions directly in your proposal. Short, concrete answers beat long generic ones: 1. Which certifications do you hold (CPC, CPB, CCS, other) and how many years have you worked in US outpatient billing or coding? 2. Briefly walk us through how a claim gets from the provider signing the note to an 837P leaving the clearinghouse at your current or most recent clinic. Five sentences is plenty. 3. When do you use modifier 25 versus modifier 59? One or two sentences each. 4. Which EHR or PM systems have you used daily, and which encoder or code lookup tools? 5. Where do the code lists you work from actually come from in your clinic (vendor code sets, encoder subscription, books, spreadsheets)? 6. Have you taught, trained, or advised others before, in any setting? If yes, tell us about it in two or three sentences. OUR HIRING PROCESS We review proposals daily. Shortlisted candidates get a 30 minute paid intro call within a few days. We expect to hire quickly and start the first session within a week of hiring. If the answers to questions 2 and 3 in your proposal are solid, you are most of the way to the shortlist already. FREQUENTLY ASKED QUESTIONS Q: Is this ongoing billing work? A: No. It is a paid advisory engagement about how billing works, with likely ongoing advisory (not production) work afterward. Q: Will I need to prepare slides or materials? A: No. We will bring the questions and drive the agenda. Blank templates or public tools you can show on screen are welcome but not required. Q: Will you share my recordings? A: No. Recordings are internal design reference for the product team only. Q: Agency or solo? A: Solo individual experts strongly preferred. We want the person who did the work, not an account manager. Q: Do I need to be US-based? A: What we require is deep hands-on experience in US clinic billing. US-based is a plus for the in-room clinic perspective, but strong candidates with daily US billing experience will be considered wherever they live. Q: Why is the rate range modest? A: We are a small company at the start of our first EMR, and we have scoped this as a focused advisory engagement rather than a long contract. If your rate is higher, quote it and we will consider stretching for the right person.

We are seeking an HR Analyst/Coordinator to assist with HRIS system updates, reporting, data, and analytics. The role involves managing HR-related tasks and coordinating with other departments to ensure smooth operations. The ideal candidate will have experience in HRIS systems and data analysis, and be able to handle multiple tasks efficiently.

About the role I am launching a real estate development startup and need a sharp, organized, and highly motivated executive assistant and project coordinator to help me keep everything moving. This is a fast-paced role with a lot of moving parts — you will be the central hub that ties everything together across my team, suppliers, architects, and contractors. This is not a support role. This is a coordination and execution role. You will be the person who makes sure every ball stays in the air, every task gets closed, and every project moves forward on schedule. This is a fully remote role. If you are exceptional at what you do, location does not matter. This role has real growth potential. As the business grows, so does your responsibility and compensation. What you will be doing - Managing multiple workstreams simultaneously — tracking what is open, what is overdue, what is at risk, and what needs escalation - Building and maintaining project trackers, task lists, and checklists that give real-time visibility into every moving part - Coordinating communication between team members, suppliers, architects, and contractors on my behalf — keeping everyone aligned and accountable - Making and receiving calls on my behalf — you are comfortable on the phone, confident, and represent me professionally in every conversation - Following up on outstanding tasks relentlessly until they are closed - Organizing and maintaining documents, project files, and correspondence in a clean and logical system - Conducting supplier and vendor outreach — calling and emailing manufacturers and vendors to gather information, pricing, and confirmations - Scheduling calls and meetings and preparing agendas - Researching topics and summarizing findings clearly and concisely - Drafting emails and messages for my review - Assisting with hiring — posting jobs, filtering applications, and presenting the best candidates - Identifying problems early and bringing solutions, not just the problem What I am looking for - Project management experience — you have managed moving parts, tracked deliverables, and kept teams accountable in a real professional setting - Exceptional coordinator — you thrive in environments where many things are happening at once and nothing slips through the cracks on your watch - Super sharp — you think ahead, connect dots without being told, and figure things out independently - Great communicator — exceptional written and spoken English, you represent me professionally in every email, message, and phone call - Confident and natural on the phone — you are comfortable calling suppliers, contractors, and vendors, asking the right questions, and getting the information we need without hesitation - Positive attitude — you bring energy and optimism to everything you do, even when things get chaotic - Hustler mentality — you do not wait for work to come to you, you go find it and make things happen - Roll up your sleeves — no task is beneath you, no problem is someone else's problem, you own outcomes - Executive assistant experience — you have done this at a real level for a real executive or entrepreneur, not just admin work dressed up as EA experience - Available during US Pacific Time business hours for at least 4 to 6 hours of overlap daily What this is not This is not a data entry role. This is not a task-ticking role. This is not for someone who waits to be told what to do next. I need someone who is two steps ahead of me at all times — not two steps behind. I need someone who responds with yes, I already started on it, here is where I am, and here is what I flagged along the way — not yes, noted, understood, and then silence. To apply One requirement only. Record a short video or voice message — 2 minutes maximum — telling me who you are and why you are the right person for this role. This is required. Applications without a video or voice recording will not be considered. Rate: Please state your expected hourly rate in your proposal

I'm a solo consultant running a boutique practice that helps nonprofits optimize their CRM (Salesforce) and use technology to streamline operations so they can spend more time on their mission and fundraising. Many of my clients are faith-based (Christian) so I'm looking for a VA who genuinely connects with that world and can communicate in a warm, authentic voice that resonates with it. This is an ongoing, part-time role starting at 3–5 hours/week. I want a great fit with a long-term partner, not someone who prefers one-off projects.  RESPONSIBILTIES: - LinkedIn content: Drafting, scheduling, and posting thought-leadership content from my ideas and existing material; identifying and tagging relevant people. You’d be helping me show up consistently as a voice in the nonprofit tech/operations space. - Meeting follow-up: After my networking and referral meetings, handling thank-you notes, recap emails, and next-step coordination so nothing falls through the cracks. I primarily use Canva, Salesforce, and ClickUp for these tasks.  WHO I’M LOOKING FOR: - Strong communicator who can capture and match my voice - Meaningful experience working with faith-based (Christian) nonprofits, and you understand the tone, values, and language of this sector - Comfortable and strategic with LinkedIn  - Proactive, detail-oriented, and reliable with a small recurring set of hours TO APPLY: Tell me about your experience writing for or supporting faith-based (Christian) organizations, and share a short sample of content you've written (LinkedIn posts, client follow-up emails, newsletter, or similar). Let me know your hourly rate and your weekly availability.

Title: Freelance Medical Biller (1-3 hrs/week) – Elation Billing & Medicare Specialist Description: "Seeking a US-based, fractional medical billing specialist for a small, home-based geriatrics micropractice. We currently submit 15 claims/week (scaling to 30/week) via Elation Billing. Responsibilities: Log in once or twice a week to audit and clean up the Elation 'Claims Manager' worklist, specifically resolving front-end rejections and back-end denials. Requirements: Must have direct, hands-on experience navigating Elation EHR/Billing. Deep familiarity with Medicare Part B, home-visit guidelines, complex care modifiers, and electronic remittance advice (ERAs) is strictly required."

I run a contracting business and need a reliable, communication-first virtual assistant to be my voice with clients and keep my CRM organized so I can stay in the field. Your main responsibilities: - Call and text clients with project updates and follow-ups - Follow up on estimates and payments - Organize job photos and upload them into AccuLynx - Create appointments, update job statuses, and send invoices - Relay schedules and updates between my crews and clients I'm looking for someone who: - Loves client communication and is warm and professional on the phone - Is highly organized and reliable (I value follow-through above all) - Has strong written and spoken English (Spanish a plus) - Has CRM experience — AccuLynx ideal, but not required if you learn fast Part-time to start (~10–15 hrs/week) with room to grow. I'll pay through Upwork with time tracking. To apply: Start your proposal with the phrase "Blue Roof" so I know you read the full post, and briefly answer: (1) a time you turned a frustrated client around, and (2) how you stay organized with lots of small repetitive tasks. Proposals without the phrase won't be reviewed.

Overview We are a growing, privately held group of operating companies in the heavy equipment, equipment dealership, auction, rental, service, parts, and logistics industries. We are seeking an experienced Fractional Chief Information Officer to assess our current technology environment, develop a practical technology roadmap, and help lead the implementation of priority initiatives across multiple business units and locations. We are looking for a business-oriented technology leader who can help us improve: Systems integration Process automation and AI implementation Data and Inventory visibility CRM adoption and accountability Executive dashboards Phone system capabilities Cybersecurity oversight Vendor accountability Standardization across operating companies and locations The ideal consultant will be comfortable moving between strategy and execution. We do not need a report that sits on a shelf with no one to execute it. We need a leader who can identify priorities, simplify decisions, select the right vendors and tools, and help drive implementation. Business problem to solve Our businesses have grown across multiple operating models, systems, vendors, and locations. We need stronger visibility, more consistent processes, and better integration between the systems that support sales, inventory, rentals, service, parts, auctions, logistics, marketing, finance, and leadership reporting. We want to reduce duplicate data entry, improve the quality and timeliness of information, strengthen accountability, and give leadership trusted data for faster decision-making. Initial engagement We expect the initial engagement to include a structured technology and business systems assessment, followed by a prioritized roadmap. Phase 1 deliverables: Assess the current technology environment, including key systems, vendors, integrations, data flows, reporting processes, and operational pain points. Identify urgent risks, quick wins, and longer-term priorities. Develop a practical 12- to 24-month technology roadmap with sequencing, estimated resource needs, decision points, and recommended ownership. Evaluate our current phone system environment and recommend a plan for upgrade, vendor selection, and implementation. Recommend an approach to improve inventory visibility, including equipment locations, attachments, transfers, rental status, and related reporting needs. Develop a business intelligence and dashboard strategy for leadership reporting. Evaluate CRM adoption, data quality, workflow consistency, and sales management visibility. Identify practical AI and automation opportunities that can save time, improve reporting, strengthen customer response, and reduce repetitive manual work. Review cybersecurity posture, vendor coverage, disaster recovery, business continuity, and major risk gaps. Recommend an implementation governance model, including decision rights, project cadence, vendor accountability, and progress reporting. Likely implementation priorities The exact sequence will be finalized after the initial assessment, but current priorities include: Immediate priorities Technology assessment and systems inventory Phone system upgrade and implementation planning Practical AI strategy and initial use cases Inventory visibility improvements Data ownership and reporting standards Near-term priorities Executive dashboard development CRM optimization and adoption Integration between CRM, accounting, inventory, rental, dealership, auction, logistics, and marketing systems Reduction of duplicate data entry and spreadsheet-based reporting Vendor performance management Cybersecurity and continuity improvements Longer-term fractional CIO responsibilities Depending on fit and the assessment results, the selected consultant may continue in an ongoing fractional capacity to: Lead technology roadmap execution Oversee system selection and implementation projects Coordinate internal stakeholders and outside vendors Improve data governance and reporting reliability Develop executive dashboards and KPI visibility Support CRM adoption and process standardization Identify and implement workflow automation Guide responsible AI adoption Strengthen cybersecurity oversight Establish repeatable technology decision-making standards Provide executive-level recommendations on technology investments What this role is not This is not primarily a role for: Routine help desk management Printer, laptop, or desktop troubleshooting Server administration Basic managed IT support A pure software developer A consultant who only produces recommendations without implementation support We need someone who can translate business problems into practical technology solutions and help drive adoption across the organization. Required experience Candidates should have meaningful experience leading business systems improvement in a multi-location or multi-business operating environment. Strong candidates will have experience with several of the following: Fractional CIO, CIO, CTO, VP of Technology, enterprise applications, or technology transformation leadership Systems integration and enterprise architecture ERP, accounting, CRM, inventory, rental, or operational systems Business intelligence tools such as Power BI or Tableau Dashboard development and executive KPI reporting Data governance and reporting standardization Vendor selection, contract management, and implementation oversight AI use-case identification and workflow automation Cybersecurity oversight, disaster recovery, and business continuity Change management and user adoption Privately held, family-owned, founder-led, or entrepreneurial businesses Experience in equipment dealerships, distribution, rental businesses, logistics, construction, agriculture, automotive dealerships, industrial services, or other multi-location operational environments is strongly preferred but not required. Working style The right person will be: Business-oriented Practical and execution-focused Comfortable challenging unclear priorities Able to simplify complex decisions Comfortable working with ownership, executives, department leaders, branch teams, and outside vendors Willing to get into the details without losing strategic perspective Focused on measurable business outcomes rather than technology for technology’s sake Some onsite discovery work and periodic travel to company locations may be required. Please indicate your availability for onsite work in Pennsylvania and Maryland. What success looks like Success should produce measurable improvement in the business, including: Leadership has reliable visibility into key business metrics Reporting becomes faster, more automated, and more trusted Inventory locations and status are easier to understand CRM adoption and sales visibility improve Systems communicate more effectively Duplicate data entry and manual reporting are reduced Technology vendors are held accountable AI and automation create measurable productivity gains Cybersecurity risks are better understood and addressed Ownership spends less time searching for information and more time making decisions Please include the following in your proposal A brief description of two or three similar engagements you have led. An example of a multi-location, multi-business, dealership, distribution, rental, logistics, or operational environment you have supported. Your approach to the first 90 days of an engagement like this. Your experience with ERP, CRM, inventory, rental, accounting, phone, reporting, and business intelligence systems. Your experience implementing AI or workflow automation in a practical business setting. Your approach to vendor selection and vendor accountability. Your preferred engagement model, expected weekly availability, hourly or project rate, and ability to support onsite discovery work. Whether you personally lead the work or delegate significant portions of the engagement to other team members.