We are seeking a HubSpot Marketing Hub and contact list expert who is available to receive assignments in contact list clean-up, form creation, email creation, but most importantly, workflow savvy. Not just someone who can build workflows but can be given a vision for automation and execute in the best way possible. Additional HubSpot/marketing software support may be needed periodically, so share the other marketing tools you're fluent in and can support to meet our agency's needs.

As a Senior Python Data Engineer at UrbanSDK, you will play a pivotal role in designing, developing, and maintaining both processing and backend components of our web applications. You will leverage your expertise in Python for backend services, ensuring seamless integration and performance. A key aspect of this role will involve designing and developing workflow tasking systems to manage complex processes and tasks efficiently. Additionally, you will work with big data technologies to handle and process large-scale data efficiently. You will also work extensively with PostGIS for geospatial data management and utilize a range of technologies and tools to deliver high-quality software solutions. Key Responsibilities: Backend Development: Develop and maintain backend services using Python, leveraging Flask for web services, SQLAlchemy for ORM, and other Python packages like GeoPandas, Pandas, and PySpark for data processing and analysis. Workflow Tasking System: Design and develop workflow tasking systems to automate and manage complex workflows to build analytics based on anomalies or thresholds. Data Handling: Work with csv,geojson, shapefiles and other geospatial data, ensuring proper handling and integration within our applications. Big Data Processing: Utilize big data technologies such as Apache Spark (via PySpark) to process and analyze large datasets. Implement data processing pipelines to handle large file processing. Database Management: Design and optimize flat file data lakes for efficient data management and retrieval in big data contexts. Integration and Deployment: Utilize Docker and Kubernetes for containerization and orchestration in our CI/CD pipelines. Cloud Services: Manage and deploy applications on AWS, leveraging cloud services to enhance application scalability and performance. DevOps Practices: Collaborate with the DevOps team to maintain and enhance infrastructure, ensuring efficient and reliable application operations. Collaboration: Work closely with cross-functional teams including UX/UI designers, data scientists, and other developers to deliver high-quality software solutions. Mentorship: Provide technical leadership and mentorship to junior developers, fostering a collaborative and innovative work environment. Qualifications: Education: Bachelor's or Master's degree in Computer Science, Engineering, or a related field. Experience: Minimum of 8 years of experience in full stack development with a strong focus on frontend and backend technologies. Must Haves: Backend Skills: Expertise in Python with hands-on experience in Flask, SQLAlchemy, and data processing using Pandas, GeoPandas, and PySpark. Workflow Tasking Systems: Proven experience in designing and developing workflow tasking systems, including task automation and management. Big Data Technologies: Experience with big data technologies, particularly Apache Spark (PySpark), and handling large-scale data processing. Database Skills: Extensive experience with PostgreSQL and PostGIS for geospatial data management. Data Formats: Familiarity with shapefiles and their integration into applications. Soft Skills: Strong problem-solving abilities, excellent communication skills, and the ability to work effectively in a team environment. Nice to haves: Frontend Skills: Proficiency in React and experience with libraries such as Mapbox and Mapbox-GL. Containerization and Orchestration: Experience with Docker and Kubernetes. Cloud Platforms: Experience with AWS and cloud service management. Messaging Systems: Knowledge of RabbitMQ for messaging and task queuing.

Summary: We are building Sphere Inc., an AI-powered SaaS platform focused on the real estate industry. The product is currently in the MVP stage, and we are looking for a strong full-stack developer who can help us build, refine, and launch the first working version. The platform is designed to help real estate businesses automate daily operations, improve decision-making, and use AI agents to support workflows such as property management, lead handling, deal analysis, document processing, reporting, and business automation. This is not a basic website project. We are building a real SaaS product with a modern frontend, reliable backend, AI-powered workflows, and scalable AWS infrastructure. Current Project Status: The product vision and core direction are already defined. We are currently shaping the MVP workflows, user experience, and technical structure. At this stage, our main need is execution. We need someone who can help turn the concept into a working MVP that can be tested with real users. Some workflows are still being refined, so we are looking for a developer who can contribute both technically and practically — not just write code from fixed tickets. Current Progress & Bottlenecks We have a clear direction, but need support with - Structuring the MVP architecture - Building the frontend and backend features - Designing practical AI agent workflows - Connecting AI features with real estate data and user actions - Setting up AWS infrastructure for development and deployment - Creating a clean experience for non-technical business users - Prioritizing the most important MVP features The main bottleneck right now is moving from concept/prototype stage into a stable, usable product. We are looking for someone who has experience with - Building SaaS products from MVP to production - Full-stack development with Python, Node.js, JavaScript, and TypeScript - Frontend development using React, Next.js, or similar frameworks - Backend APIs, database design, authentication, and user roles - AI agents, LLM integrations, workflow automation, or RAG - AWS deployment, storage, monitoring, and security - Real estate platforms, CRMs, property data, document workflows, reporting, or automation tools - Writing clean, maintainable, and scalable code Tech Stack: Python, Node.js, JavaScript/TypeScript, React or Next.js, PostgreSQL, AWS, REST APIs, and AI/LLM tools such as OpenAI, Anthropic, AWS Bedrock, LangChain, LangGraph, or similar frameworks. Responsibilities: - Build frontend and backend features for the MVP - Design and implement AI-powered workflows and agent features - Connect APIs, databases, authentication, and user roles - Set up or improve AWS infrastructure - Help prioritize features and identify technical risks - Communicate progress clearly and regularly Some Knowledge That Is a Plus: - Real estate CRM, property management, brokerage, acquisitions, or leasing platform experience - AWS Bedrock, LangChain, LangGraph, or vector databases - Multi-tenant SaaS architecture - Stripe or subscription billing - DevOps, Docker, CI/CD, and testing - Analytics dashboards, reporting tools, or document automation The ideal candidate is a reliable full-stack developer who can work independently, understand the product vision, ask smart questions, and help us make practical technical decisions during the MVP stage. We need someone who is comfortable in an early-stage environment and can help turn a clear idea into a working SaaS product for real estate users. Please include: 1. Your GitHub, portfolio, or examples of previous work 2. A brief description of your related SaaS experience 3. Examples of AI agent, AI automation, or LLM-powered products you have built 4. Your AWS experience 5. Any real estate platform, CRM, data, or automation experience 6. Your availability and preferred working style We are looking for someone who can help us build the MVP now and potentially continue with us as the platform grows.

Staff/Sr. Accountant – Accounts Payable & Month-End Close Support We are seeking an experienced Staff to Senior level Accountant to support our accounting team at a reputable health tech company. This role will primarily focus on Accounts Payable operations, process automation, and month-end close activities, with occasional exposure to revenue accounting and deferred revenue processes. The ideal candidate has strong accrual-based accounting experience, exceptional attention to detail, and a process-improvement mindset. This is a hands-on role that will play a key part in enhancing our AP workflows and supporting our monthly financial close process. **Experience with NetSuite, Brex, and Expensify is highly preferred.** Key Responsibilities Accounts Payable * Support the implementation, optimization, and automation of AP processes within Brex * Review, onboard, and maintain vendor records * Collect and organize vendor documentation, including W-9s and related compliance documents * Process vendor invoices and manage approval workflows * Monitor AP aging and assist with payment processing activities * Manage employee expense reports and reimbursement requests * Reconcile corporate credit card transactions and investigate discrepancies Month-End Close * Prepare prepaid expense amortization schedules and related journal entries * Perform balance sheet account reconciliations * Assist with accruals and other month-end close activities * Support audit-ready documentation and financial reporting requirements Revenue Accounting Support * Assist with select deferred revenue and revenue recognition activities * Support reconciliation and analysis of revenue-related accounts * Collaborate with the accounting team to ensure compliance with accrual-based accounting principles Qualifications Required * 3+ years of accounting experience in a Staff Accountant or similar role * Strong understanding of accrual-based accounting * Significant Accounts Payable experience * Experience participating in month-end close processes * Strong Excel and spreadsheet skills * Excellent organizational skills and attention to detail * Ability to work independently and meet deadlines in a fast-paced environment Preferred * Experience with NetSuite ERP * Experience with Brex expense management and AP workflows * Experience with Expensify * Exposure to SaaS, healthcare, or subscription-based revenue accounting * Experience with process automation and workflow improvements What We're Looking For * Detail-oriented and highly organized * Proactive problem solver * Comfortable working with evolving processes and systems * Strong communicator who can collaborate across departments * Passion for improving efficiency through automation and process enhancements Engagement Details * Temp to Hire * Typical 40 hour work week / Monday - Friday * Potential for ongoing engagement based on performance and business needs When applying, please include: 1. A summary of your Accounts Payable experience. 2. Your experience with NetSuite, Brex, and/or Expensify. 3. Examples of accounting process improvements or automation projects you have supported. 4. Your availability and hourly rate.

Role Overview You are the Executive AI Enablement Lead at AIVC, the person whose job is to make the executives at AIVC’s client businesses true power users of Claude, Cowork, and code- and agent-driven workflows. AIVC partners with operator businesses to drive AI-led EBITDA growth, and part of that work is bringing each company’s most senior leaders up the AI curve. You’re the person who personally designs and runs that path on every engagement: assessing where a given client executive is today; curating the right materials, videos, and course content; running 1:1 coaching; building executive playbooks; and acting as their daily operator-in-the-loop until the new workflows stick. The first concrete instance is already lined up, a named client managing partner has explicitly asked for the fastest path to becoming a power user of Claude, Cowork, and Claude Code / Skills. From there you scale: same treatment to additional client executives across the portfolio, then a documented set of executive-grade playbooks and patterns that compound across every future engagement. You are bias-toward-results – a win is the client executive’s calendar-week looking different, not a beautifully written rubric nobody uses. What You’ll Own (Outcomes) • Within 30 days of pairing with the first client managing partner, they have a working daily routine in Claude, Cowork, and Code/Skills that’s already replacing or improving how they handle at least three recurring tasks • Within the first quarter of the engagement, the client executive is a true power user — running multi-step workflows, custom Skills/Projects, and agent-assisted tasks without needing coaching scaffolding for the basics • A documented set of executive playbooks (research, writing, analysis, synthesis, workflow automation, agent-assisted tasks) that compound across every client engagement, not one-offs • A curated, current library of learning materials, videos, example workflows, and Claude-native patterns — including a clear point of view on which external courses, tutors, or expert resources are worth plugging in • Observable change in how client executive cohorts use AI: from reactive chat to repeatable, structured, outcome-oriented workflows • A foundation of training assets and patterns that scales beyond executive coaching into broader client teams in year two • A reputation among AIVC’s clients as the trusted go-to for “how do I do this better in Claude” — measured by inbound demand and engagement expansion What You’ll Do (Responsibilities) • In the first weeks: build the first client managing partner’s tailored upskilling plan — assess current usage, identify the highest-leverage workflows for their day-to-day, curate the right mix of materials / videos / course content, and recommend any tutor or expert-guided support to fold in • Provide 1:1 coaching for client executives — managing partners, founders, C-suite leaders — on Claude, Cowork, and code- and agent-based workflows • Design tailored training plans per executive that go beyond basic onboarding into advanced usage, with explicit progression from chat → workflows → agents • Curate the best external materials (videos, courses, blog posts, example projects) and rewrap them into client-ready, AIVC-flavored learning paths • Teach practical, high-leverage use cases live: research, writing, analysis, synthesis, workflow automation, and agent-assisted tasks • Help client executives move from general chat usage into repeatable workflows — Claude Projects, Skills, scheduled Cowork tasks, MCP integrations, custom agents • Serve as a real-time tutor and expert resource for client executives — over Slack, in meetings, on-site, and in async written feedback • Run office hours, workshops, and informal Q&A sessions inside client teams to keep adoption sticky between coaching sessions What We’re Looking For (Required) • Deep hands-on expertise with Claude across every surface (Claude.ai, Claude Projects, Claude Code, Claude Skills, Claude API) — and an active habit of pushing the edges of each • Strong working fluency with Claude Cowork specifically, including scheduled tasks, connected apps / MCPs, and the broader workflow surface • Strong capability with code-enabled AI workflows: you can write Python and/or TypeScript, build agents, configure MCP integrations, and ship a working internal automation end-to-end without needing an engineer • Demonstrated ability to teach non-technical but highly demanding users — you’ve made executives, founders, or senior operators meaningfully better at something complicated, not just trained engineers • Strong workflow design instinct — you can translate messy business questions into clean prompts, workflows, and systems • Polished, discreet, and effective in high-touch client executive settings — high EQ, low ego, comfortable representing AIVC inside senior client environments and around senior decision-makers • Strong bias toward practical results over theoretical AI knowledge — the metric is the client executive’s behavior change, not the elegance of the explanation • Excellent written and verbal communication; you can write a playbook a client executive will actually read and use • Comfort with significant travel to client sites and embedded, on-site engagement work • 5+ years of professional experience across some mix of: applied AI / ML, technical training and enablement, developer relations, solutions engineering, executive coaching, management consulting, or chief of staff / senior operator roles to executives Helpful If You Have (Preferred) • Prior experience coaching or supporting C-level executives, founders, or managing partners as a client-facing professional — executive coach, principal solutions engineer to executive customers, chief of staff to a CXO, or partner-level consultant • Background that combines technical depth with people skills — developer relations, solutions engineering, technical training, or learning & development at a frontier AI or developer-tools company • Direct experience building executive-facing training programs or curricula that demonstrably moved adoption inside other organizations • Hands-on familiarity with the Anthropic product surface specifically: Claude Projects, Claude Skills, Claude Code, MCP server development, Claude API • Track record of getting non-technical users to genuinely adopt a technical tool — i.e., users who chose to keep using it after the training ended • Background in management consulting, professional services, executive coaching, or learning & development — especially in environments where the customer was a senior external client • An active personal portfolio of AI work (workflows, automations, blog posts, talks, open-source contributions) you can point to • Comfort building light tooling (a Notion playbook system, a Claude Skills catalog, a small dashboard) without needing engineering support • Familiarity with AIVC’s model — operator business engagements, EBITDA-led measurement, and the broader compounding intelligence layer — or eagerness to come up the curve quickly

Looking for an elite problem solver, either an ex-MBB consultant with deep technical fluency or a seasoned AI Product Manager, to act as the crucial bridge between business operations and technical AI implementation. You will be responsible for dissecting client operations, prototyping the AI logic, writing flawless engineering briefs, and driving the development team to the finish line. What You Will Do: Workflow Audits & Discovery: Lead deep-dive discovery sessions. Map out existing operational workflows, identify bottlenecks, and pinpoint high-ROI opportunities for AI automation. Prototyping & Technical Translation: Because you are an AI power user, you will prototype the initial AI prompts and logic. You will then translate your operational findings into crystal-clear engineering briefs (or PRDs) so developers know exactly what to build. Development Management: Act as the project lead during execution. Manage the engineering workstream, clear roadblocks, and ensure the final solution is delivered on time, within budget, and achieves the strategic goal. Stakeholder Alignment: Act as the primary liaison between non-technical business leaders and the technical development team. Requirements & Qualifications: Top-Tier Pedigree: 1+ years of experience at a top management consulting firm (MBB, Big 4, Tier 2) OR proven experience as a Technical/AI Product Manager. Advanced AI Fluency: You are an AI power user. You possess advanced prompt engineering skills (e.g., chain-of-thought, few-shot) and know how to force LLMs to output reliable, structured data. Elite Structured Thinking: You excel at turning highly ambiguous, messy business processes into clean, logical frameworks (using Lucidchart, Miro, etc.) and comprehensive technical requirements. Project Leadership: Proven track record of managing technical resources, tracking deliverables, managing budgets, and driving teams to a deadline.

Location: Massachusetts (Hybrid/Remote with Onsite Support as Needed) Employment Type: Full-Time Clearance/Background Requirements: Ability to pass state and federal background investigations About the Opportunity We are seeking a highly skilled and experienced Senior Splunk Engineer to support large-scale security operations, observability, and data analytics initiatives for government and enterprise environments, including critical support for the Commonwealth of Massachusetts Executive Office of Technology Services and Security (EOTSS). This role requires a hands-on technical expert capable of architecting, deploying, optimizing, troubleshooting, and maintaining complex Splunk environments supporting cybersecurity operations, compliance initiatives, incident response activities, and enterprise IT monitoring. The ideal candidate combines deep Splunk expertise with strong infrastructure, cloud, security, and automation skills and can operate effectively within highly regulated environments. Key Responsibilities Splunk Architecture & Administration • Design, deploy, configure, and maintain enterprise Splunk environments. • Manage Splunk Enterprise and Splunk Cloud deployments. • Administer Indexers, Search Heads, Deployment Servers, Heavy Forwarders, Universal Forwarders, and Cluster Managers. • Design and optimize data ingestion pipelines across diverse data sources. • Implement and maintain Splunk clustering and high-availability architectures. • Perform capacity planning and infrastructure optimization. Security Operations Support • Support Security Operations Center (SOC) initiatives. • Develop and maintain SIEM use cases, correlation searches, alerts, and dashboards. • Create and tune Splunk Enterprise Security (ES) content. • Assist with threat hunting and incident investigations. • Support MITRE ATT&CK mapping and threat detection engineering. • Analyze security events and provide actionable recommendations. EOTSS & Government Support • Assist with onboarding state agencies and municipalities into centralized Splunk platforms. • Support compliance initiatives including CJIS, IRS Publication 1075, HIPAA, NIST, and other regulatory frameworks. • Participate in major incident response activities. • Collaborate with agency stakeholders, security teams, and executive leadership. • Develop operational runbooks and technical documentation. Data Engineering & Integration • Integrate logs and telemetry from: o Microsoft 365 o Azure o AWS o Google Cloud o Windows Server o Linux o Network Infrastructure o Firewalls o Endpoint Security Platforms o Identity Providers o SaaS Applications • Develop custom parsers, field extractions, transforms, and CIM mappings. • Support Splunk Data Models and accelerated searches. Automation & Optimization • Develop automation using: o Python o PowerShell o REST APIs o SOAR platforms • Improve operational efficiency through workflow automation. • Optimize search performance and reduce infrastructure costs. • Implement monitoring and health-check frameworks. Required Qualifications Technical Experience • 5+ years of hands-on Splunk engineering experience. • 3+ years supporting enterprise-scale Splunk deployments exceeding 500GB/day ingestion. • Strong experience with: o Splunk Enterprise o Splunk Enterprise Security (ES) o Splunk Cloud o Splunk ITSI (preferred) o Splunk SOAR (preferred) Infrastructure Knowledge • Windows Server Administration • Linux Administration • Active Directory • Microsoft Azure • AWS • Virtualization Platforms • Networking fundamentals • DNS, DHCP, PKI, VPN technologies Security Knowledge • SIEM Operations • Threat Detection Engineering • Incident Response • Vulnerability Management • Security Frameworks: o NIST o CIS o CJIS o HIPAA o IRS 1075 o CMMC (preferred) Scripting & Development • Python • PowerShell • Regex • JSON • XML • REST APIs • Git Preferred Certifications Splunk Certifications • Splunk Certified Architect • Splunk Certified Admin • Splunk Enterprise Security Certified Admin Security Certifications • CISSP • GIAC Certifications • GCIH • GCIA • Security+ • CySA+ Cloud Certifications • Microsoft Azure Administrator • Azure Security Engineer • AWS Solutions Architect Desired Experience Candidates with experience supporting any of the following will receive special consideration: • State Government • EOTSS • Massachusetts Municipalities • Public Safety Agencies • Law Enforcement • Emergency Management • Healthcare • Critical Infrastructure • Managed Security Service Providers (MSSP) • Security Operations Centers (SOC) Personal Characteristics • Strong troubleshooting skills • Excellent communication abilities • Ability to interact with executive leadership • Strong documentation practices • Self-starter capable of working independently • Team-oriented mindset • Ability to remain calm during high-pressure incidents • Passion for cybersecurity and operational excellence What Success Looks Like Within the first 12 months, this individual will: • Improve Splunk search performance and platform stability. • Assist in onboarding additional agencies and data sources. • Enhance threat detection coverage. • Reduce alert fatigue through optimization. • Strengthen compliance reporting capabilities. • Become a trusted technical advisor for EOTSS stakeholders and leadership. Bonus Qualifications • Previous EOTSS experience. • Existing Commonwealth of Massachusetts relationships. • Experience supporting large Splunk deployments exceeding 1TB/day ingest. • Experience with cybersecurity consulting or MSSP environments. For EOTSS specifically, I would strongly recommend targeting candidates with Splunk Architect, Splunk ES, Microsoft Sentinel, and Massachusetts state government experience, because the technical challenges tend to be as much about stakeholder management, compliance, and onboarding agencies as they are about Splunk administration itself. A former EOTSS contractor or someone from Optiv, Deloitte, Accenture, TekStream, or a large MSSP would likely hit the ground running.

We are looking for a GrowthOps CRM Support Contractor to support day-to-day stakeholder requests, HubSpot Marketing Hub workflows, Salesforce coordination, CRM data quality, dashboard/report validation, ticket hygiene, and first-level integration triage. This is not a CRM administrator, developer, or architecture role. The contractor will assist stakeholders, document issues, validate data, coordinate with internal owners, and support the CRM Architect and GrowthOps Manager. All production changes require approval from the CRM Architect and/or GrowthOps Manager before execution. The right person has hands-on experience supporting HubSpot Marketing Hub and enough Salesforce familiarity to understand access requests, ownership questions, layouts, reporting issues, and workflow impacts. They should be comfortable working from tickets, asking clarifying questions, documenting findings, and escalating anything that requires administrative permissions or impacts the broader technology ecosystem. Company context --------------------- We support sales, marketing, product, and operations teams using HubSpot, Salesforce, and related revenue operations tools. This role will help the organization stay on track during CRM migration and ongoing GrowthOps support work by keeping requests moving, validating data and reports, and surfacing issues clearly to the right internal owners. Responsibilities ------------------- Respond to incoming stakeholder requests from Sales, Marketing, Product, and Operations within a typical 1 to 2 business day SLA. Assist with intake triage, ticket hygiene, documentation, routing, and prioritization support. Support HubSpot Marketing Hub work involving lists, forms, dashboards, basic properties, campaign setup, configuration questions, duplicate cleanup, and object relationship issues. Assist stakeholders in creating dashboards, lists, and similar HubSpot assets based on stakeholder input. Coordinate Salesforce access requests, role/profile questions, ownership behavior issues, layout questions, and email template issues with the CRM Architect. Validate dashboards and reports against source records. Own CRM data cleanup and deduplication tasks that are approved and within assigned access limits. Monitor Salesforce-HubSpot process alignment and data integrity issues, then document findings and escalate when needed. Provide user enablement and training guidance for HubSpot and Salesforce workflows. Write clear stakeholder updates, root-cause summaries, risk callouts, and process documentation. Required qualifications --------------------------- Hands-on HubSpot Marketing Hub experience, especially lists, forms, dashboards, properties, campaigns, and basic configuration support. Salesforce familiarity sufficient to understand user access, ownership, layouts, reporting, and workflow issues. CRM data quality experience, including duplicate cleanup, incorrect classifications, source-record validation, and report mismatches. Reporting and dashboard QA experience. First-level integration triage experience across business systems. Strong written communication and documentation skills. Experience working from tickets with incomplete information and asking practical clarifying questions. Ability to work inside limited-access boundaries and escalate when administrative permissions are required. Comfort supporting sales, marketing, and operations stakeholders. Preferred qualifications ---------------------------- Experience supporting SalesOps, RevOps, GrowthOps, Marketing Ops, or CRM migration projects. HubSpot certification. Salesforce certification or Salesforce admin-adjacent experience. Experience with DocuSign, Stripe, Calendly, Zoom, Outlook, SharePoint, Pendo, and Ironclad. QA or UAT experience for CRM changes, dashboards, reports, or sample-record validation. Experience writing SOPs, ticket updates, root-cause notes, and stakeholder-facing process documentation. Access and security expectations ---------------------------------------- Contractor will operate under least-privilege access. Contractor must request approval before any production-impacting change. Contractor must document requested permission changes before work begins. Contractor must not export sensitive customer, user, payment, contract, or legal data unless explicitly approved. Contractor must escalate any issue involving PII, payment data, legal contracts, integration credentials, or production-impacting workflows. Contractor must use approved systems for communication and documentation. First 30-day success criteria ---------------------------------- At the end of the first 30 days, success means the contractor has helped the CRM Architect and GrowthOps Manager keep CRM migration and support work on track. Expected outputs: -Responds to assigned tickets within the expected 1 to 2 business day SLA in most cases. -Maintains clear ticket documentation and status hygiene. -Categorizes support requests by system, issue type, owner, dependency, and escalation path. -Resolves or advances approved low-risk tickets involving HubSpot support, dashboard/list assistance, data cleanup, reporting validation, or documentation. -Documents blockers, risks, access needs, and escalation recommendations clearly. -Avoids unauthorized production changes.

Project Overview We are building an AI-powered voice receptionist agent for a dental practice client. The agent will handle inbound calls 24/7 — booking, rescheduling, and canceling appointments, answering FAQs, and escalating complex situations to a human. The voice layer is built in Retell.ai and the orchestration/automation flows run in n8n, with integration into a dental practice management systems. This is a hands-on build role, not consulting. You will design, configure, and iterate the agent working directly with our founding team. What You'll Build: Conversational voice flows for new and returning patients (booking, rescheduling, cancellations, FAQs, insurance questions, urgent/emergency triage) Clean escalation paths to human staff when the agent can't handle the call n8n workflows connecting the voice agent to the practice management API for real-time schedule reads/writes HIPAA-conscious configurations and tool choices throughout the stack Performance tracking and iterative prompt/flow improvements based on real call feedback Seeking an Expert Who: You've built multiple production voice agents, ideally in healthcare or dental, and can own the full stack from architecture to delivery. You think critically about latency, barge-in behavior, edge cases, and HIPAA compliance — not just happy-path flows. Requirements: Deep expertise in Retell.ai — prompt tuning, latency optimization, interruption/barge-in handling, LLM selection, and cost modeling Advanced n8n automation — complex branching logic, dynamic data handling, external API integrations, and error recovery Experience with dental or healthcare organizations — you understand how practices operate, what front desks actually deal with, and how to translate that into agent logic HIPAA awareness — you know which tools and configurations are appropriate for PHI workflows Track record of full-cycle delivery: scoping → build → pilot → iteration Nice to have: Dentrix Ascend integration, NexHealth, prior AI receptionist or appointment-booking agent for a clinic/practice. 📋 To Apply, Please Answer Have you built a production voice agent with Retell.ai? If yes, briefly describe it. What's your approach to managing Retell.ai per-minute costs on an inbound call agent? Have you worked with dental or healthcare clients before? What was the workflow? Paste a relevant n8n workflow screenshot or describe your most complex flow.

Role Purpose The Fractional Chief Financial Officer (CFO) serves as a high-impact strategic financial advisor and client-facing executive for our small-to-mid-sized business clients. Managing multiple client engagements simultaneously, you will be responsible for guiding client CEOs through critical growth decisions, optimizing cash flow and liquidity, establishing tight internal financial controls, and overseeing accounting infrastructure. You will lead strategic financial conversations while utilizing our firm's standardized workflows and cloud ecosystem to deliver exceptional client outcomes. Responsibilities Strategic Financial Leadership: Serve as the primary strategic financial advisor to client CEOs and owners. Deliver expert guidance on liquidity strategies, margin optimization, cost structures, and growth forecasting across various business stages. Financial Oversight & Compliance: Ensure the absolute accuracy, completeness, and timeliness of client financial reporting. Oversee disciplined month-end close processes and review the work product of Controllers to ensure GAAP alignment and audit readiness. Proactively identify and remediate compliance and tax risks. Systems & Process Architecture: Review, optimize, and standardize financial workflows within client QuickBooks Online (QBO) environments and the firm's central platform, Canopy. Structure charts of accounts, build efficient bank feed rules, and implement automation to drive workflow efficiency. Performance Analytics & Cash Modeling: Build and deploy dynamic 13-week rolling cash flow models and forward-looking financial forecasting strategies. Design and monitor customized KPI frameworks and financial dashboards that uncover margin leakage and shape client strategy. Client Relationship Management: Build deep executive trust rapidly in a remote setting. Translate dense financial data into highly clear, actionable advice for non-financial founders and boards. Firm Workflow Compliance: Operate efficiently within Carter & Company’s standardized internal systems. Manage all client milestones, task assignments, and timeline statuses transparently within Canopy.