Implementation Specialist
hace 6 días
Miami
Job Description Read This First (Important) • This is not a customer support role., • This is not a client advisory role., • This is not a sales, relationship management, or “hand-holding” position. This role is for a very specific type of professional: • Someone who thrives in execution, structure, systems, and follow-through;, • Someone who takes pride in making complex processes run cleanly; and, • Someone who understands that great strategy fails without great implementation. If you are looking for: • A reactive support job, • A role where being “nice” matters more than being precise, • A position where you get to give advice without owning execution This will not be a fit. If reading this truly energizes you ... well then ... keep reading. About Uplevel By Design Uplevel By Design, LLC is a founder-led professional services firm serving high-income U.S. business owners, real estate investors, and executives. Our work sits at the intersection of: • Advanced tax strategy, • Asset protection & entity structuring, • Wealth architecture, • Long-term legacy planning Our flagship program, Uplevel Protégé, is a 12-month, family-office-grade advisory experience. Clients do not come to us for generic advice ... they come to us for precision, sequencing, and execution. That’s where this role comes in. This role exists to protect momentum, reduce friction, and ensure that nothing breaks quietly behind the scenes. The Role (Why It Exists) Once strategy is defined, execution becomes the bottleneck. The Client Implementation & Operations Specialist exists to ensure that execution: • Moves forward cleanly, • Happens in the correct order, • Is fully documented, • Never stalls silently Internally, we refer to this role as the Uplevel Implementation Specialist. You are the execution backbone of the Client Fulfillment team. You are not expected to advise Clients. You are expected to make things happen. What Success Looks Like When you’re doing this role well: • Clients always know what is required of them, • Documents are complete, organized, and easy to locate, • Systems reflect reality ... not guesses, • Downstream Teams are never blocked due to missing inputs, • Nothing “falls through the cracks”, • Leadership trusts the data because it’s clean Execution becomes boring (in the best way). What You’ll Be Responsible For Execution & Coordination: • Drive completion of implementation tasks across tax, legal, and operational workstreams, • Track dependencies and ensure prerequisites are met before work advances, • Follow up relentlessly until tasks are complete Documentation & Systems: • Manage client documents inside our secure document transmission and storage portal, TaxDome, • Maintain clean, accurate Client records and workflows, • Ensure task status, ownership, and completion are always up to date Client-Facing Operations (Bounded): • On-Board Clients to our Tech Stack, • Communicate with Clients regarding document requests, logistics, and next steps, • Schedule calls and confirm action items, • Keep communication factual, professional, and precise Internal Coordination: • Prepare complete work packets for downstream Teams, • Surface blockers early (before they become problems), • Escalate appropriately when clarity or authority is exceeded What This Role Does Not Include To be very clear, this role does not involve: • Providing tax, legal, or investment advice, • Interpreting or modifying strategy, • Committing timelines or outcomes independently, • Acting as a concierge or personal assistant, • Managing people or holding formal authority This is a high-ownership execution role, not a strategy role. Who Thrives Here You are likely an excellent fit if you: • Are detail-oriented and systems-minded, • Take pride in follow-through and completion, • Can manage multiple workstreams without losing accuracy, • Prefer clarity over improvisation, • Stay calm under pressure, • Communicate cleanly and conservatively, • Respect role boundaries and escalation discipline Backgrounds that tend to do well here include: • Professional services operations, • Paralegal or legal operations, • Client implementation / delivery, • Accounting or tax operations, • Project or process coordination in complex environments Tools & Environment You’ll work daily with: • Slack, • Asana, • TaxDome, • eMoney, • Skool, • Miro, • Google Workspace, • Zoom Comfort with systems is required. This role assumes baseline technical fluency across modern SaaS tools. We do not train basic tech literacy. Compensation & Growth Base Salary: Competitive and aligned with responsibility Performance-Based Upside: We reward execution excellence and reliability Benefits: Medical, Dental, Vision, PTO Our founder firmly believes in Meritocracy. High performers may grow into senior implementation roles or more strategic positions over time. Advancement is earned through judgment, execution quality, and trust ... not tenure. On-Track Earnings for This Position The combination of base salary and performance/merit-based bonuses will put successful candidates in a position to earn $56,000 to $70,000 per year to start, not including benefits. How to Apply (Read Carefully) To signal alignment and attention to detail: • Apply through the link below, • Qualified candidates will complete a short, judgment-based evaluation, • Final candidates will be interviewed for execution thinking ... not charisma Final Note This role is for professionals who want to be essential, trusted, and excellent ... not rescued. If you take pride in making complex systems work the way they should ... We want to hear from you. Company DescriptionAt Uplevel Entrepreneur, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.At Uplevel Entrepreneur, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.