Prescriptive assistant roles for every industry we serve.
37 industry playbooks and 114 defined roles. Each lists day-to-day tasks, the tools the assistant works in, KPIs to track, a sample weekly cadence and the compliance boundaries that apply.
Looking for a role in a specific function rather than an industry? See specializations, our four core services or role-by-industry hiring guides.
Healthcare Practices
Front-office, scheduling, eligibility and billing-support roles for medical practices, all non-clinical.
4 roles: Remote patient coordinator, Eligibility and prior-authorization specialist, Billing and AR follow-up assistant, Practice manager's executive assistant
See the playbook →Dental Practices
Insurance verification, scheduling, treatment-plan follow-up and billing support for dental offices.
3 roles: Dental insurance verification specialist, Hygiene recall and treatment coordinator, Dental billing and claims assistant
See the playbook →Behavioral Health
Intake coordination, scheduling, benefits checks and billing support for therapy and behavioral health practices.
3 roles: Intake and scheduling coordinator, Benefits and authorization assistant, Clinical-practice billing assistant
See the playbook →Veterinary Practices
Client communication, appointment, reminder, records-request and billing support for veterinary clinics.
3 roles: Remote client care coordinator, Veterinary billing and estimates assistant, Practice owner's operations assistant
See the playbook →Physical Therapy & Chiropractic Clinics
Scheduling, benefits verification, plan-of-care tracking and billing support for outpatient rehab and chiropractic clinics.
3 roles: Patient scheduling coordinator, Benefits, authorization and visit-limit tracker, Clinic billing assistant
See the playbook →Biotech & Life Sciences
Executive, research-operations, vendor and finance admin for biotech and life sciences companies, outside GxP decisions.
4 roles: Executive assistant to the CEO / CSO, Research operations coordinator, Contracts and vendor administration assistant, Finance and grants assistant
See the playbook →Law Firms
Intake, legal administration, scheduling, billing and marketing roles for law firms, with no legal advice.
4 roles: Client intake specialist, Legal administrative assistant, Legal billing assistant, Legal marketing coordinator
See the playbook →Accounting & CPA Firms
Client onboarding, document collection, bookkeeping support and practice administration for CPA firms.
3 roles: Client onboarding and document coordinator, Bookkeeping and client-accounting assistant, Practice administration assistant
See the playbook →Wealth Management & Financial Advisory
Client service, meeting prep, CRM, paperwork and compliance-support roles for RIAs and advisory firms, with no advice.
3 roles: Client service associate, Operations and paperwork assistant, Compliance and marketing support assistant
See the playbook →Insurance Agencies
Renewal, service, quoting-support, certificate and marketing roles for independent agencies, inside licensing rules.
3 roles: Renewal and service assistant, Certificates and documents specialist, Producer support and marketing assistant
See the playbook →Real Estate Brokerages & Teams
Transaction coordination, listing, lead and marketing roles for agents, teams and brokerages, inside licensing rules.
3 roles: Transaction coordinator, Listing coordinator, Lead and CRM assistant
See the playbook →Property Management
Maintenance coordination, leasing support, tenant communication and AR roles for residential and commercial managers.
3 roles: Maintenance coordinator, Leasing assistant, Resident accounts and renewals assistant
See the playbook →Mortgage & Lending
Processing support, condition tracking, borrower communication and post-closing roles, outside NMLS-licensed activities.
3 roles: Processing support assistant, Loan officer assistant (unlicensed), Post-closing and QC assistant
See the playbook →Construction & Contractors
Project coordination, submittals, estimating support, bookkeeping and compliance-document roles for contractors.
3 roles: Project coordinator, Estimating support assistant, Construction bookkeeping and compliance assistant
See the playbook →Architecture & Engineering Firms
Project administration, proposals, marketing and finance support for A/E firms, outside professional judgment.
2 roles: Project administrator, Proposal and marketing coordinator
See the playbook →Home Services (HVAC, Plumbing, Roofing, Electrical)
Booking, dispatch support, membership, estimate follow-up and review-request roles for home-service companies.
3 roles: Customer service and booking representative, Estimate follow-up and sales support assistant, Membership and office assistant
See the playbook →Solar & Energy
Permitting, interconnection, scheduling, customer communication and incentive-paperwork roles for solar and energy firms.
2 roles: Permitting and interconnection coordinator, Customer project-update assistant
See the playbook →Manufacturing
Order entry, purchasing support, customer service, quality documentation admin and supplier follow-up roles.
3 roles: Order entry and customer service representative, Purchasing and expediting assistant, Quality documentation administrator
See the playbook →Logistics & Freight
Carrier sales support, track-and-trace, load documentation, billing and claims-admin roles for brokers and 3PLs.
3 roles: Track-and-trace coordinator, Carrier onboarding and compliance assistant, Freight billing and claims assistant
See the playbook →Automotive Dealerships
BDC, service scheduling, CRM, title and back-office roles for dealerships, outside F&I and lending decisions.
3 roles: BDC lead response representative, Service scheduling assistant, Title and back-office assistant
See the playbook →SaaS & Software Companies
Revenue operations, SDR support, customer success, support and executive roles for software companies.
4 roles: SDR support and list-building assistant, Revenue operations / CRM administrator, Customer success operations assistant, Tier-1 support specialist
See the playbook →Venture-Backed Startups
Founder EA, chief-of-staff support, recruiting coordination and finance-ops roles for funded startups.
3 roles: Founder executive assistant, Recruiting coordinator, Finance operations assistant
See the playbook →E-commerce & DTC Brands
Customer support, marketplace operations, catalog, inventory and bookkeeping roles for online sellers.
4 roles: Customer support specialist, Marketplace operations assistant, Catalog and inventory assistant, E-commerce bookkeeper
See the playbook →Retail & Multi-Location Stores
Store operations admin, purchasing, customer service and scheduling roles for retailers.
3 roles: Store operations assistant, Purchasing and vendor assistant, Customer service representative
See the playbook →Marketing, Creative & Digital Agencies
Account coordination, project management, reporting, content and design-support roles for agencies.
4 roles: Account coordinator, Reporting and analytics assistant, Content and social assistant, Design production assistant
See the playbook →Consulting & Professional Services
Executive, proposal, research, billing and engagement-coordination roles for consulting firms.
3 roles: Partner executive assistant, Proposal and research assistant, Engagement and billing coordinator
See the playbook →IT Services & MSPs
Tier-1 service desk, dispatch, procurement and account-management support roles for MSPs.
3 roles: Tier-1 service desk technician, Dispatch and service coordinator, Procurement and QBR assistant
See the playbook →Security & Low-Voltage Integrators
Service scheduling, project coordination, monitoring-account admin and billing roles for integrators.
2 roles: Service and install coordinator, Recurring revenue and billing assistant
See the playbook →Media, Publishing & Creators
Editorial coordination, content operations, sponsorship admin and audience-support roles for publishers and creators.
3 roles: Editorial and production coordinator, Sponsorship and partnerships assistant, Audience and community assistant
See the playbook →Private Equity & Portfolio Companies
Deal-team EA, portfolio reporting, diligence admin and value-creation support roles for PE firms and portfolio companies.
3 roles: Deal-team executive assistant, Portfolio reporting assistant, Portfolio-company operations assistant
See the playbook →Nonprofits & Foundations
Development operations, grant administration, donor database, volunteer and executive-support roles for nonprofits.
3 roles: Development operations assistant, Grant administration assistant, Executive director's assistant
See the playbook →Education & EdTech
Admissions, enrollment, student-support, scheduling and edtech customer-success roles, within FERPA rules.
3 roles: Admissions and enrollment coordinator, Learner support specialist, Program and scheduling coordinator
See the playbook →Hotels & Hospitality
Reservations support, guest communication, reviews, group-sales admin and back-office roles for hotels and venues.
3 roles: Reservations and guest-communication agent, Reputation and review assistant, Group sales and events coordinator
See the playbook →Restaurants & Franchise Groups
Catering, reviews, scheduling support, AP and franchise-operations admin roles.
3 roles: Catering and guest-service coordinator, Restaurant AP and back-office assistant, Franchise operations assistant
See the playbook →Recruiting & Staffing Firms
Sourcing, recruiting coordination, credentialing, timesheet and billing roles for agencies and staffing firms.
3 roles: Sourcing assistant, Recruiting coordinator, Credentialing and payroll admin assistant
See the playbook →Government Contractors (Administrative Support)
Proposal coordination, contracts admin, business development and finance support roles, with no access to controlled information.
3 roles: Proposal coordinator, Contracts and subcontracts administrator, Business development assistant
See the playbook →Facilities, Cleaning & Commercial Services
Scheduling, quoting support, client communication, compliance-document and billing roles for commercial service companies.
3 roles: Scheduling and client service coordinator, Quoting and bid support assistant, Compliance and billing assistant
See the playbook →Not sure which role fits?
Tell us what fills your week. We'll recommend a starting role and a customized plan.