AI Workflow & Automation Consultant for Executive Search Firm We are an executive search firm looking for an experienced AI technology consultant to help us evaluate, improve, and automate our internal workflows. We are not looking for someone to simply introduce generic AI tools. We want someone who can take a hands-on look at how our business currently operates, understand our recruiting/search process, and help us create practical, efficient AI-enabled workflows that our team will actually use. About Our Current Tech Stack We currently use: RecruitCRM as our applicant tracking/search CRM Microsoft 365 across the business Microsoft Copilot as our enterprise AI tool Claude, which integrates with RecruitCRM Microsoft Teams, Outlook, OneDrive, SharePoint, Word, Excel, and PowerPoint Additional recruiting tools, interview notes, candidate documents, and internal templates We want to better connect and leverage these systems so we can reduce manual work, improve consistency, and make our team more efficient. What We Need Help With We are looking for someone to review our full process and help identify where AI, automation, integrations, or better workflows can improve the way we work. This may include: Reviewing our current recruiting/search workflow from intake through candidate presentation Evaluating how we use RecruitCRM, Copilot, Claude, Microsoft 365, Teams, Outlook, OneDrive, and SharePoint Identifying repetitive manual tasks that can be automated or streamlined Helping us create better workflows for candidate presentations, interview notes, client updates, reporting, and document management Recommending practical AI tools, prompts, templates, automations, or integrations Helping us organize files, notes, candidate materials, and client deliverables more efficiently Training or documenting best practices so our team can adopt the new workflows Ideal Background The ideal consultant will have experience with: AI workflow design for small or mid-sized businesses Microsoft 365, Microsoft Copilot, Teams, Outlook, OneDrive, and SharePoint Recruiting, staffing, executive search, or professional services workflows CRM or ATS systems, ideally RecruitCRM or similar platforms Claude, ChatGPT, Copilot, or other AI tools used in business operations Automation tools such as Power Automate, Zapier, Make, or similar Process mapping, workflow optimization, and implementation Project Goal Our goal is to have someone come in, understand how we work today, and help us build a more efficient AI-enabled operating system for the business. We want practical improvements, not theoretical recommendations. The right person should be able to assess our current state, recommend what should change, help implement improvements, and provide clear documentation or training for our team. Deliverables May Include Current workflow assessment AI and automation opportunity map Recommended tools and integrations Updated workflows for key business processes Reusable prompts, templates, or SOPs Microsoft 365 / Copilot / RecruitCRM optimization recommendations Implementation support Training documentation for our team To Apply Please include: A brief overview of your experience with AI workflow consulting Examples of similar projects you have completed Your experience with Microsoft 365, Copilot, Claude, RecruitCRM, or recruiting workflows How you would approach reviewing and improving our current process Your suggested project structure and estimated timeline We are open to either an initial audit/strategy project or a longer-term implementation engagement depending on fit.

AI Integration & Automation Specialist (OpenAI / ChatGPT): We’re an advertising agency looking for an experienced AI specialist to help build an AI-powered business infrastructure. Your role will be to integrate ChatGPT/OpenAI with the software we use every day, automate workflows, and help us identify opportunities to improve efficiency across the business. Responsibilities: * Integrate OpenAI with our existing software stack * Build custom workflows using APIs and automation platforms * Connect tools such as Microsoft 365, Outlook, HubSpot, Wrike, QuickBooks, WordPress, and other business applications * Develop AI assistants for operations, sales, project management, marketing, reporting, and customer service * Recommend scalable AI solutions and best practices * Document all work for future maintenance Requirements: * Strong experience with OpenAI APIs * Experience with APIs, MCP, Zapier, Make.com, n8n, or similar automation platforms * Strong understanding of business process automation * Ability to communicate with both technical and non-technical teams * Excellent English

We are seeking a highly organized Marketing Operations & Campaign Coordinator to support recruiting, retention, and growth marketing initiatives. This is a hands-on execution role focused on campaign management, marketing automation, CRM administration, reporting, and operational excellence. The ideal candidate is comfortable working across multiple systems, building campaigns, troubleshooting workflows, managing project timelines, and ensuring marketing programs launch successfully from start to finish. This is not a social media coordinator position. We are looking for someone who understands marketing operations, campaign execution, automation, and performance tracking. Responsibilities • Build and execute email campaigns in ActiveCampaign • Create and maintain automations, nurture sequences, and audience segmentation • Manage webinar, event, recruiting, and retention campaigns • Build and update landing pages, forms, and campaign assets • Maintain CRM records and workflows within Follow Up Boss • Coordinate campaign deliverables with internal teams and external vendors • Manage Airtable project plans and campaign timelines • QA forms, automations, lead routing, and conversion tracking • Pull and organize campaign performance reports • Assist with lead management, tagging, segmentation, and pipeline reporting • Support ongoing optimization efforts across marketing channels Required Experience • ActiveCampaign (required) • Marketing automation • Email marketing • CRM management • Campaign execution and project coordination • Analytics and reporting • Landing page management • Canva • Strong attention to detail and follow-through Preferred Experience • Follow Up Boss • Airtable • GA4 • Zapier • Looker Studio • Real estate, recruiting, or sales-focused organizations What Success Looks Like • Campaigns launch on time with minimal oversight • Marketing automations are maintained and optimized • Lead data is clean and actionable • Reporting provides visibility into campaign performance and pipeline impact • Recruiting and retention initiatives are supported through consistent execution • Marketing systems operate efficiently and scale with business growth Application Instructions Please provide: 1. Examples of ActiveCampaign automations you have built 2. CRM platforms you have managed 3. Examples of campaigns you personally executed from start to finish 4. Experience with Follow Up Boss, Airtable, Zapier, or reporting tools 5. Your hourly rate and availability Candidates with strong ActiveCampaign experience and marketing operations backgrounds will be prioritized.

The Part-Time Technical Operations Manager is responsible for making sure the company's technology, platforms, automations, and communication systems work together properly and support the day-to-day needs of the business. This person serves as the primary technical resource for the company and is responsible for resolving technical issues, maintaining systems and automations, managing platform enhancements, and coordinating with outside developers and vendors. This role ensures the company's platforms, workflows, and technical processes are operating properly and supporting the needs of the business. This role requires someone who is organized, detail-oriented, and comfortable working across multiple systems. The successful candidate must be able to troubleshoot issues, manage technical projects, coordinate with vendors and developers, and follow projects through to completion. Responsibilities *Ensure the company's marketing, sales, and customer systems are working together properly *Manage and maintain the systems that support lead generation, customer communication, purchases, and fulfillment *Troubleshoot issues involving email, SMS, voicemail drops, forms, automations, payments, and customer access *Ensure leads, customers, and members are receiving the correct communications and access at the right time *Support membership platforms, customer portals, and internal business applications *Manage user access, permissions, and account-related requests *Build, maintain, and troubleshoot automations and workflows *Identify and resolve issues involving system integrations and data flow between platforms *Respond to internal technical support requests and resolve system-related issues *Coordinate with developers and vendors on bug fixes, enhancements, and platform improvements *Test new functionality and verify issues have been resolved before release *Support reporting accuracy and troubleshoot data-related issues *Identify opportunities to improve workflows, reduce manual work, and increase operational efficiency *Help implement new systems, tools, and automations as the company grows Preferred Experience GoHighLevel HubSpot Clickfunnels Zapier WordPress Elementor BuddyBoss Spiffy Membership or community platforms Custom web applications Marketing automation systems Working with outside developers and technical vendors HTML and CSS Online education, coaching, membership, or digital product businesses Success in This Role A successful candidate will take ownership of the company's technical operations, automations, communications, payments, platform functionality, and customer access systems, ensuring systems are functioning properly, issues are resolved quickly, and technology continues to support the company's growth and day-to-day operations.

We are seeking an experienced AI workflow / operations consultant to help us build repeatable “business of the future” blueprints for niche service industries. We are not building a new AI product. We want help identifying the best existing tools, workflows, and automation opportunities to modernize service businesses in a practical, scalable way. We want someone who can help us: map current workflows identify the best opportunities for AI and automation recommend the right tool stack define what should stay human vs. what should be automated create standardized implementation blueprints we can deploy across multiple clients We are looking for someone with real operational depth, not just generic AI enthusiasm. Bonus if you have worked in: healthcare legal compliance-sensitive service businesses CRM / automation / intake / communication systems Please send examples of similar work and explain how you would approach building a scalable modernization blueprint for these kinds of businesses.

About ZeremAI ZeremAI is a premier AI and Automation implementation consultancy that future-proofs businesses. We specialize in cutting-edge AI agents, intelligent systems automation, and real-time AI-assisted KPI dashboards across all business departments. Our "Align–Automate–Achieve" methodology bridges the gap between technology and measurable impact, helping teams reclaim up to five days of productivity weekly per employee, allowing organizations to focus on their core mission. Position Overview: We are looking for an AI Technical Account Manager who thrives at the intersection of systems architecture and client partnership. This role is for a high-presence communicator who takes pride and care about Customer Success and can translate complex AI and automation workflows into clear, actionable business wins and communicate them with the AI Development team. You are an AI Technical Account Manager at heart—someone who possesses the technical depth to design sophisticated systems but whose real superpower is leading the client relationship. You’ll be the face of our delivery team, ensuring our clients don't just get a tool, but a transformed business process they actually enjoy using. Key Performance Indicators (Success Metrics): -100% successful deployment rate of AI and automation solutions. -Ensure systems adoption success scores reach 95%+ -Increase customer productivity by 20% to 100%+ through AI automation. -Increase customer KPI achievement rate by 2x through intelligent dashboards. -Maintain 97% or higher customer satisfaction rating for solution delivery. Core Client Responsibilities: Strategic Client Leadership: - Relationship Management: Act as the primary technical point of contact, managing expectations and leading clients through the "Align–Automate–Achieve" journey with confidence. - High-Impact Communication: Lead discovery calls and project updates with clarity and brevity. You are the concise expert—getting to the point quickly and making complex concepts clear and simple to non-technical customers. - Client Success Orientation: Prioritize the "human" side of the implementation, ensuring the solution solves the client’s actual pain points rather than just being technically correct. Solution Architecture & Discovery: - Workflow Mapping: Conduct process audits to identify gaps and translate messy business problems into clean system requirements. - High-Level Design: Architect automation ecosystems using Make, Zapier, Airtable, HubSpot, and other systems, ensuring all pieces of the tech stack talk to each other seamlessly. - AI Integration: Leverage LLMs (OpenAI, Claude, etc.) to enhance productivity and build smarter business logic for clients. Delivery & Adoption: - Implementation Oversight: Work with the internal dev team to ensure the blueprints you designed are built to spec and delivered on time. - The Final 10%: Lead the hands-on training and documentation phase, ensuring the client’s team feels empowered and capable, not overwhelmed. - Iterative Optimization: Monitor performance post-launch and proactively suggest enhancements to deepen the client relationship. Key ZeremAI Operations Responsibilities: - Collaborate with the Chief AI Officer and Strategy Officer to evolve ZeremAI’s systems playbook. - Lead the evaluation and adoption of new AI technologies and platforms. - Ensure solution designs align with the Align–Automate–Achieve methodology. - Create internal system frameworks, templates, and automation best practices. - Mentor and collaborate with AI Systems Developers to maintain high-quality standards. - Analyze reporting on architecture performance, ROI metrics, and adoption rates. The Ideal Profile: Technical Fluency (The "How It Works" Knowledge): - Systems Thinker: You understand the Big Picture of how APIs, CRMs, and databases interact. You don’t need to be the world’s fastest coder, but you must be a world-class architect. - Automation Stack: Deep familiarity with CRM, Project Management, Integration, and AI tools. - AI Expert: A solid grasp of how to practically apply AI/LLMs to business workflows. The Superpowers (Client & Communication): - Professional Presence: You carry yourself with a demeanor that builds immediate trust. You are concise, articulate, and mindful of the client’s time. - Concise Communicator: You avoid the Solution Architect Trap of over-explaining. You know how to give a "Yes/No" or a "Bottom Line Up Front" (BLUF). - Leadership: You can guide, educate, and—when necessary—firmly pivot a client toward a better strategic path. Qualifications: Required Skills & Experience - 5+ years of experience in systems consulting, operations, business automation, or a similar role. - 2+ years of AI expertise in a business context - Strong hands-on experience with automation tools (JSON, Zapier, Make, Airtable, etc.) and system integrations. - Working knowledge of project management and CRM platforms (e.g., Monday.com, HubSpot, Salesforce). - Familiarity with API usage, data flows, and basic scripting or logic-based automation. - Excellent problem-solving and process-mapping skills. - Clear written and verbal communication, especially with non-technical stakeholders. - Strong client-facing presence with the ability to guide, educate, and influence clients. Preferred Qualifications: - Experience in a fast-paced startup or agency environment. - Exposure to AI tools and understanding of their application in business settings. - Technical certifications in automation platforms (Zapier Expert, Make Partner, etc.). - Understanding of business functions like marketing, sales, operations, and finance. Soft Skills: - Demonstrate creativity in problem-solving by identifying innovative solutions to client challenges and operational obstacles. - Systems thinker with a knack for breaking down complex problems. - Highly organized, self-motivated, and able to manage multiple client projects simultaneously. - Collaborative team player who thrives in a remote-first work environment. - Passionate about technology, continuous improvement, and client success.

Seeking a specialist to build out infrastructure on convoso.com, focusing on automations, workflows, and CRM sync. The role involves designing and implementing efficient systems to enhance productivity and data integration. Ideal candidates will have experience with CRM systems and automation tools, and be able to work part-time with intermediate proficiency.

We’re looking for an experienced GoHighLevel (GHL) specialist who can properly configure our phone system and lead routing for our sales team. What We Need We have multiple phone numbers inside GoHighLevel and need someone who can: Set up round robin call routing between team members Ensure inbound calls ring multiple agents correctly Automatically assign the lead/contact to the agent who answers the call Configure missed-call workflows Set up voicemail when nobody answers Ensure call tracking and attribution are working properly Test everything end-to-end to make sure it functions correctly Ideal Candidate You should have experience with: GoHighLevel phone systems Call routing workflows Round robin assignment logic Automation/workflow setup CRM lead assignment Voicemail configuration Troubleshooting GHL phone issues Bonus If You Know SMS automations Pipeline automation Opportunity assignment Trigger/workflow optimization Sales team call routing best practices

We’re trying to connect and reliably pass lead/customer data between WordPress forms (Gravity Forms), Zapier, Zenoti, and tracking systems like GTM/Wicked Reports. The main challenges are: dynamically populating hidden fields and URL parameters ensuring tracking data persists correctly across systems troubleshooting broken Zapier automations/webhooks debugging JavaScript/GTM-based parameter passing identifying where data is being lost between platforms This is less about building simple Zapier automations and more about debugging multi-system integrations involving WordPress, Gravity Forms, GTM, APIs/webhooks, and attribution tracking.

Job Title Freelance Airtable Specialist — AI Media Placement Platform (Automations, AI Prompts, Complex Base) — U.S.-Based Job Description Grassroots Media operates Mosaic Connect — an AI-powered advertising placement platform connecting advertisers with 600+ ethnic and community media outlets across 25+ communities and 40+ languages nationwide. The platform's operational core is a complex Airtable base (36 tables, 818 fields) that drives AI-powered media plan generation, campaign management, insertion order automation, and media outlets profiling. We are seeking a U.S.-based Airtable specialist to join our platform on an ongoing basis — to refine our AI matching logic, optimize automations, and support platform growth as our outlet network and advertiser portfolio expand. This is a senior role for someone who can step into a sophisticated environment and add value from day one.