Executive Assistant Bookkeeper Paralegal Sales Support Customer Service Social Media
All Roles
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Every OptiNizer is vetted, matched to your workflow, trained to direct AI agents and co-managed with you.
Home / Services / All Roles Executive Assistant Bookkeeper Paralegal Social Media Manager / Marketer Sales Support Customer Service Custom role
Executive Assistant Your right hand for running your day, so you can focus on the work only you can do.
What they usually do
Manage your calendar, meetings and travel Keep your inbox under control Follow up with clients, vendors and your team Track tasks, deadlines and priorities Prepare documents, reports and presentations Handle personal errands and life admin Meeting summaries, email drafts, research and automatic follow-ups.
Best for: Founders and executives buried in admin.
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Bookkeeper Clean, up-to-date books, so you always know where your money stands.
What they usually do
Record and categorize transactions Reconcile bank and credit card accounts Manage invoices, bills and payments Track expenses and receipts Prepare monthly financial reports Support your CPA at tax time Faster categorization, receipt matching and automated reports.
Best for: Growing businesses that want accurate books without a full-time accountant.
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Paralegal Organized cases, documents and deadlines, so your attorneys can focus on the law.
What they usually do
Draft and format legal documents Manage case files and client records Track deadlines and court dates Update clients on their cases Conduct legal research Handle intake and scheduling Document organization, first drafts, research summaries and deadline tracking.
Best for: Law firms and solo attorneys who need reliable support.
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Social Media Manager / Marketer A consistent, professional presence that keeps your brand in front of customers.
What they usually do
Plan and schedule social media content Create posts, graphics and captions Reply to comments and messages Run email newsletters and campaigns Track performance and report results Support your website and blog Content drafts, scheduling, trend research and performance tracking.
Best for: Businesses that know they should post more but never find the time.
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Sales Support More conversations with the right prospects, and a pipeline that never goes cold.
What they usually do
Research and build lead lists Send outreach and follow-ups Book meetings on your calendar Keep your CRM clean and up to date Prepare proposals and quotes Follow up with past clients and referrals Lead research, personalized outreach and automatic CRM updates.
Best for: Owners and sales teams who need more meetings without more busywork.
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Customer Service Fast, friendly support that keeps your customers happy and coming back.
What they usually do
Answer emails, chats and calls Handle orders, returns and refunds Resolve customer issues Update help docs and FAQs Collect feedback and reviews Escalate what needs your attention Instant answers to common questions, ticket sorting and help-doc updates.
Best for: E-commerce and service businesses with growing customer volume.
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Don’t see what you need?
We’ll tailor a role for you.
Every business is different. Tell us what you need help with, and we’ll build a role around your workflow, whether it’s operations, project management, recruiting support, admin or a mix of tasks.
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Quick answers
Hiring a remote professional, explained What roles can I hire through OptiNizers? OptiNizers places executive assistants, bookkeepers, paralegals, social media managers and marketers, sales support and customer service professionals. We can also build a custom role around your workflow.
Are OptiNizers trained to use AI? Yes. Every OptiNizer is trained to direct AI agents, so routine work like drafts, research, follow-ups and reports gets done faster, and a human reviews every result before it reaches you.
Who manages my OptiNizer? You direct the work. OptiNizers handles recruiting, onboarding, training, coaching, payroll and the employer side, with a dedicated Client Success contact who checks in regularly.
What if the fit isn't right? We replace your OptiNizer for free if the fit isn't right.
How much does it cost? Every role is scoped to your job description and needs, so there is no one-size price. Book a consultation call and we'll walk you through it.
