We are a growing tax and bookkeeping firm located in Central Florida, serving individuals, small businesses, entrepreneurs, and international clients. We are looking for an AI Automation & Local SEO Specialist to help us improve client acquisition, automate repetitive processes, strengthen our online presence, and identify growth opportunities. This is an initial 2–3 month project with the possibility of a longer-term relationship if results are achieved. Our goals include: • Improving local SEO and Google Business Profile performance • Identifying opportunities to generate qualified leads • Implementing practical AI automations for our operations • Improving website performance and user experience • Automating lead follow-up and client communication • Recommending tools, systems, and processes that can help us scale efficiently • Helping us leverage AI to improve productivity and customer experience Important: We are NOT looking for someone to create social media posts or manage Instagram accounts. We are looking for a problem solver who can help us build systems, improve visibility, automate processes, and generate measurable business results. Preferred Qualifications: • Experience with Local SEO and Google Business Profile optimization • Experience with WordPress websites • Experience with AI tools, ChatGPT, OpenAI, Claude, AI agents, or business automation • Experience with lead generation systems and marketing funnels • Experience with CRM platforms and workflow automation • Experience working with accounting, tax, legal, financial, or other professional service firms is a plus • Spanish is a strong plus, since many of our clients are Spanish-speaking. Candidates who can communicate in both English and Spanish will receive special consideration. When Applying, Please Answer: 1. What similar projects have you completed? 2. What would be the first three improvements you would recommend for a tax and bookkeeping firm like ours? 3. What AI, automation, or SEO tools do you typically use? 4. Please provide examples of measurable results you have achieved for previous clients. 5. Why do you believe you would be a good fit for this project? We are looking for someone who can think strategically, execute effectively, and help us build systems that support long-term growth.

We have an existing application that includes several AI-powered features and integrations. Some features are currently not functioning as expected, and we are looking for an experienced developer to review the codebase, identify the root causes, and implement reliable fixes. The ideal candidate should be comfortable working with AI/LLM integrations, debugging complex systems, and improving existing functionality without disrupting the overall application.

Upwork Job Post AI Automation & Performance Marketing Expert Needed for Premium AI Agency Overview We are looking for a highly experienced AI Automation & Digital Growth Specialist to help scale TUFF AI Agents, a premium AI consulting agency that helps businesses automate operations, generate more qualified leads, improve customer experiences, and increase revenue through artificial intelligence. This is a long-term opportunity for someone who understands both business automation and performance marketing. If you have successfully marketed AI services, SaaS products, CRM platforms, automation agencies, or B2B technology solutions—and can demonstrate measurable results—we'd love to hear from you. --- About TUFF AI Agents TUFF AI Agents builds custom AI solutions for businesses, including: - AI Chatbots - AI Voice Receptionists - AI Sales Agents - CRM Automation - GoHighLevel Systems - Zapier Automation - Marketing Automation - Lead Generation Systems - Appointment Booking - Email & SMS Automation - Workflow Automation - AI Business Consulting Our mission is to help businesses eliminate repetitive work, respond faster, improve efficiency, and grow with intelligent automation. --- What You'll Be Responsible For Paid Advertising Plan, launch, and optimize campaigns across: - Meta (Facebook & Instagram) - Google Ads - YouTube Ads - LinkedIn Ads - TikTok Ads - Performance Max - Display & Remarketing Lead Generation Create campaigns that generate qualified consultations through: - Landing pages - Lead magnets - Booking funnels - Retargeting campaigns - Conversion optimization Social Media Marketing Develop and manage content strategies for: - LinkedIn - Facebook - Instagram - TikTok - YouTube Shorts - X Including: - Educational AI content - Case studies - Short-form videos - Client success stories - AI demonstrations - Thought leadership Funnel Optimization Improve every stage of the customer journey by optimizing: - Landing pages - Calls-to-action - Lead forms - Booking rates - Email follow-up - Sales conversion --- Ideal Candidate We're looking for someone with experience marketing: - AI agencies - Automation agencies - SaaS products - CRM platforms - B2B services - Technology consulting - GoHighLevel agencies - Marketing agencies Bonus points if you've worked with: - OpenAI - GoHighLevel - Zapier - HubSpot - Salesforce - AI chatbots - Voice AI - Automation consulting --- Required Skills - Meta Ads Manager - Google Ads - LinkedIn Ads - TikTok Ads - Google Analytics 4 - Google Tag Manager - Conversion Tracking - Landing Page Optimization - Funnel Strategy - Email Marketing - CRM Marketing - Copywriting - Video Ad Strategy - A/B Testing --- Success Metrics Your success will be measured by: - Qualified consultation bookings - Cost per qualified lead - Landing page conversion rate - Return on ad spend (ROAS) - Organic audience growth - Website traffic quality - Lead-to-client conversion rate --- To Apply Please include: 1. Examples of AI, SaaS, or B2B campaigns you've managed. 2. Case studies with measurable results. 3. Industries you've worked with. 4. Typical monthly ad budgets you've managed. 5. Your recommended launch strategy for an AI automation consulting agency. 6. Links to landing pages, funnels, or campaigns you've built (if available). --- Preferred Qualifications - Experience with GoHighLevel - Experience with Zapier or workflow automation - AI marketing experience - B2B lead generation - CRM implementation knowledge - Funnel building - Strong copywriting skills - Video marketing experience Open to hourly or fixed-price proposals based on experience and proven results. We're looking for a long-term partner who can help grow TUFF AI Agents into a leading AI automation consulting brand. If you have a passion for AI, automation, and high-performance marketing, we'd love to hear how you would approach this project.

I am working through a design agency on an application for their end client. I think the agency will need you to contract with them directly, but I will manage the project for them. I have scoped out the project already, and our plan is to internally perform a design phase with the client to produce a prototype with Lovable. There may be minor changes to scope after that design phase. The purpose of the app is to create bespoke wedding gown concept images for potential customers of an online wedding dress store. I have provided the details below and attached as a PDF 1. Customer opens an AI dress/gown design experience from a link in their separate e-commerce site. - This can be presented in its own page, we don't want a chat window to be present on any other page - This will be a chat-based interface built into the content area of the page, instead of a popup - The design must be elegant, and match the theme of the e-commerce site - The top navbar and footer don't need to be exactly recreated in this subdomain site, but should look similar enough to create a seamless experience - There will be no integration with the e-commerce site, we need to keep these web apps completely separate 2. The customer must sign up for an account and purchase one credit to begin the AI session - We will need to set up the subdomain site with its own payment processing system and login system - The payment integrations are Stripe to facilitate credit card and Apple pay, and a basic Paypal integration 3. The customers should be able to use a magic link to sign into their accounts, instead of having to remember a password - The account should automatically remember the browser to reduce friction for future access to the app 4. When an AI session begins, we will ask the customer a series of questions programmatically to prime the AI agent so that it can deliver better results - The questions will need to use conditional logic, such that the first question which determines one of 3 main conditional tracks: What type of gown are you looking for? Wedding Gown, Evening Gown, Cocktail Dress - If Wedding Gown is selected, the AI should suggest for the customer to take go to a bridal store and pictures of themselves in different dresses they like and upload the pictures, and describe what they do and don’t like about each dress. It can ask this in the freeform chat, since it may make the most sense to let them fill out the entire questionnaire to stay engaged, and we should reduce the costs of development for the questionnaire by omitting any unnecessary UI that the freeform chat can provide. - It may be best to always just prompt for them to upload the inspirational image at the beginning of the freeform chat so we can omit unnecessary programmatic UI, but in the case of the Wedding Gown it will specifically ask the customer to peform the above task. - We may have other specific questions to add to the questionnaire depending on what conditional track the customer chooses, though only the 3 main branches of conditional logic based on dress type will be required. - Examples of general questions it will need to ask are as follows: -- silhouette -- neckline -- sleeves -- fabric -- embellishments -- color -- train -- length -- closure -- lining -- structure -- inspiration -- event type -- I didn’t get the exact list of questions yet from my client that we should ask in the initial questionnaire. Let me know if you will need this information to accurately provide a price for the development of this application 5. We should not display a concept image after the programmatic questionnaire, the customer will be taken directly into the freeform chat from the questionnaire. - The AI agent may start with an overview of the selected choices from the questionnaire, then can generate concept images at its discretion. 6. The AI should guide the customer through a freeform conversation - The conversation should begin with the AI asking the customer to subjectively describe their dream dress 7. The AI should also make a suggestion near the beginning of the conversation for the customer to upload at least one inspirational photo, but photo upload is optional - If the customer uploads an initial inspiration image, the AI agent should not attempt to figure out body type, measurements, or any other information that we can gather programmatically. - It should treat the inspirational image the same way it would treat any image the customer uploads during the freeform chat, to reduce the cost of development as much as possible. 8. Customer can proceed with a freeform conversation description - The customer should have the option to type in a chat and to upload images - The purpose of the conversation is for the customer to describe the desired dress or gown in an open-ended way 9. AI generates one or more concept images based on the conversation, as soon as it can once it has enough information - The AI model we select should be very good at generating these types of images, this is probably the most important quality the AI model needs to have - The concept images should have the same quality as the final image 10. It is acceptable to generate the gown on a mannequin or a real human model, however the dress must be photorealistic, not a sketch or cartoonish rendering. 11. The concept images that the AI generates and the final image should portray the body type and skin color which the customer specifies - It is very important for us to render the image of the garment on the correct body type - ex. Hourglass, pear-shaped, thin, plus sized, etc. -- Specific body measurements do not need to be factored into the rendering of the body type, it just generally needs to be able to render the garment on different body types. - It is also very important for us to render the garment on a human model or mannequin which has the same or similar skin color as the customer inquiring -- This is important for the customer to judge the garment color and fabric type that will look best on them -- This is also important to make the app inclusive for people of all racial backgrounds who might use the app -- It may be best not to display the face, or if human models are used, to use pictures of models with different racial backgrounds, to avoid bizarre mismatches between facial characteristics and skin tone - The AI agent should ideally prioritize pictures of garments from our client’s website to use as inspiration when it generates renderings in the freeform conversation, along with the customer’s description of what they want. However this is not a hard requirement, so it could be eliminated from the requirements if it greatly increases devlopment effort. - The requirement for the quality of the images that are generated will be somewhat subjective and so we will need to budget time for our client to request revisions to this based on their review of the system. - We need to build the image generation part upfront to ensure the quality is acceptable before we spend time on other parts of the application. 12. AI asks whether the generated concept is generally what the customer wants - Customer can revise the concept conversationally 13. AI can regenerate or refine images after customer feedback 14. The tone of the conversation the AI has with the customer is important. - We will want it to speak like a friendly expert seamstress. - This requirement will be somewhat subjective and so we will need to budget time for our client to request revisions to this tone based on their review of the system. 16. We ideally want the agent (both chat and image generation) to have deep expertise about fabrics and these types of garments in general, so it can guide the user through prompts, and render the chosen fabrics correctly - I think freeform chat will be necessary for the customer to explain which fabrics should be used where on the garment, instead of gathering this informaton in the programmatic questionnaire - The customer will likely revise the fabric selections after they see the initial renderings of the garment - We would like to avoid the costs of training an AI for this, so ideally we should use commercially available AI models which have been trained for this purpose, instead of having to train our own model. Prompting the AI with this information might be a cost-effective way to teach it this expertise 17. There will be certain restrictions on what types of colors or fabrics can be used in the dress designs - So, the agent should know these restrictions when it has the freeform conversation with the customer. - For example, the store owner will not be able to produce dresses with neon colors, tie dye colors, etc. - Our client will articulate a list of restrictions for us before we begin the project. 18. AI should never display links to other websites, or suggest for the customer to navigate to other websites 19. This AI might not need to be trained specifically for this industry, but we should at least use prompting to direct it to gather this kind of information, and to give it some background about what each of these things mean, so it can describe them to the customer. We basically need to make it as knowledgable as possble while keeping costs low. 20. The AI system the system should remember their active conversation - Since the customer will be required to have an account to use the AI system we can use that to automatically save the AI conversation - The saved conversation should preserve all the information that the customer input since the beginning of the AI session - A customer can only have one active AI session at a time - The customer cannot resume an AI session that has been completed - We don't need to provide a way for the customer to see the details of completed AI sessions 21. AI should have a fallback/human-help option if the customer gets stuck or the AI fails. - The fallback should collect enough information for an admin to follow up manually, so it should present a form in order to ensure that all the necessary information gets collected - A message should be displayed above the form, or somewhere on the page, to inform the customer that the entire conversation will be sent along with the form submission, so they know that they do not have to type all the details of the AI conversation - The app must present a button outside of the chat prompts after 3 - 5 chat messages have been sent, so the customer knows they have the option to terminate the AI conversation and manually ask for help. - That button would display the form - We don't want to display the button before any conversation has happened because we don't want customers to skip the chat altogether. -- One of the business goals of this app is to allow custom inquiries without overwhelming the support staff - Site admins must have the ability to adjust how many messages the button will display after, so they can control this threshold after they observe the results of real conversations - After the button initially displays, it should remain present in the view so the customer can easily access it at any point in the conversation 22. The freeform chat must be limited to something like 50 to 75 messages, in order to avoid excessive charges from the 3rd party AI services - This threshold should be adjustable from an admin portal - If this threshold is reached during the conversation, then we should force the customer to use the fallback form from requirement #21 to submit their inquiry 23. Customer can submit the completed design inquiry when satisfied. - During the submission process, the chat must ask for the following information, and present the following pre-written messages. This doesn't actually need to be executed by the AI model, but it can just be programmatically presented to the customer: - Ask for customer contact info, including name, email, and phone number. - Ask for requested event/date, while making clear the date is not guaranteed. - Ask for seamstress-relevant measurements, including bust, waist, hips, hollow-to-hem, shoulder width, bust point, underbust, waist-to-floor, arm length, bicep, wrist, back width, torso length, height, shoe height, and preferred fit. -- I still have to refine this list with the client, I am not sure if it needs to ask for all these things, or if there are some different things that I haven't listed here which it needs to ask for -- When it asks for this information it should display links under each measurement type to articles which describe how to produce each of the measurements. We can hardcode these links or allow the admin to specify each, they don't need to be generated by AI. - Prewritten disclaimer text should display. 24. The final submission should notify a list of email addresses set by a site admin. 25. The final submission will completely consume the credit used to purchase this AI session - The AI conversation cannot be resumed after the final submission - Another credit must be purchased to start a new AI conversation - New AI conversations will not have any memory of the previous conversations, any new AI conversations will start from a clean slate 26. Admins must have the ability to manually reset a credit, or assign a credit for free and cancel a current session, so the customer can start a new AI conversation. - This doesn't need to be very user friendly for the admin. If a session is reset this way, no knowledge of the previous conversation needs to be preserved. 27. Admins should be able to review partial, or completed conversations within a list in the admin portal - Each line item should display a status indicator to show if the conversation has been submitted yet, if an admin has began the review process, or if the item has been handled: Ex. In Progress, Submitted, In Review, Awaiting Payment, Handling, Ready To Ship, Closed - Admin should be able to see the answers to the programmatic questionnaire - Admin should be able to review the full conversation history - Admin should be able to review all uploaded photos/files - Admin should be able to review all AI-generated images, and the final one should be clear to them - Admin should be able to see the collected technical design details and measurements 28. Pricing of the garment remains manual and is handled by after review, the AI should not give any quote or present any pricing even if asked by the customer. 29. If the customer asks for pricing, the AI should display a prewritten script like this: "Pricing will be determined by the store owner after this conversation has been reviewed." 30. Invoices and payment will be handled manually through native WooCommerce custom order/invoice functionality which is already present in the e-commerce site, the AI system doesn't need to handle this at all. I mentioned this above on the requirements, but I want to reiterate since it is important and a hard requirement for how the development milestones must be structured: - The requirement for the quality of the images that are generated will be somewhat subjective and so we will need to budget time for our client to request revisions to this based on their review of the system. - We need to do the image generation part upfront to ensure the quality is acceptable before we spend time on other parts of the application As an optional add-on to the scope of this project, can you give a separate estimate to enhance the AI such that it understands which kinds of modifications will increase or decrease the cost of producing the gown, so it can guide the customer in case they are asking for very expensive things. - It shouldn’t give any specific price numbers, but should give the customer guidance if additions or alterations will significantly increase or decrease the cost of production. - This will be to prevent the customer from being surprised when the store owner manually follows up with them with the price of the garment they designed. This client did agree to adhere to a strict schedule to provide feedback after each round of development, given that we complete each round of development on the schedule we agreed to. - However, this client has deviated from agreed schedules multiple times in the past on other projects I did with them, so you should factor that into your timeline and cost estimations - We cannot increase the development cost mid-way through the project, however we can adjust the development timeline if the client deviates from the schedule In your proposal, please also include a quote or estimate for the cost of hosting and ongoing maintenance after the app has launched - Our client can pay for the hosting directly - We will need at least ongoing updates to patch security vulnerabilities and ensure uptime of the app and all its features which will be defined by the scope of this project - We don't need a 100% 24/7 uptime SLA, but basically just keeping everything up to date so it stays stable, and we'd need someone to respond to outages within 24 hours - Outage response can consist of simple rollbacks, if necessary, as long as all the chat session info is at least provided to the client as a CSV or similar, along with all graphic assets from any conversations, so they don't lose any data from an outage - I would set the expectation with my client that we would treat any future support or enhancement requests to be additionally charged for on an as-needed basis

Title: Commission-Based Sales Representative for AI Automation Agency (NovaMind AI) Description: We are NovaMind AI, an AI automation agency helping businesses grow using AI voice agents, chatbots, CRM automation, and custom AI systems. We are looking for experienced sales representatives or closers who can help us bring in qualified clients and close deals. What you will do: * Reach out to potential business clients (outbound or inbound follow-up) * Present and explain our AI solutions in a simple, business-focused way * Run discovery calls or demos with interested prospects * Help convert leads into paying clients What we are looking for: * Experience in sales, especially B2B or service-based sales * Strong communication and confidence on calls * Ability to explain technical products in a simple, business-friendly way * Comfortable working on commission-based structure Compensation: * Commission per closed deal (discussed based on experience and performance) * Performance-based growth opportunities Ideal fit: Someone who understands how to sell services that improve business operations, lead generation, and automation. If you’re confident in closing deals and enjoy working with high-value services, we’d love to connect.

We are seeking an experienced WooCommerce Developer and Website Manager to manage and enhance our membership website using Woo Subscriptions and Woo Memberships plugins. The ideal candidate will have a strong background in WooCommerce and related plugins, ensuring seamless integration and functionality, and experience in utilizing the latest AI software, plugins, and tools to enhance our online business's performance and customer experience. Required: 5+ years of working experience with WooCommerce (Woo Subscriptions and Woo Memberships required) and other Woo/Wordpress plugins. Your responsibilities will include optimizing the site for a great customer experience, implementing new features and efficiencies, utilizing AI, managing all front-end and back-end development, and ensuring smooth operations, backups, and maintenance of the site. If you are passionate about WooCommerce development, possess the necessary skills, and aspire to grow a business with your expertise, we would love to hear from you. Candidates with working experience in AI LLMs, chatbots, generative AI assistants, software, plugins, and tools would be preferred.

I am building a daily AI voice call service called Still Here for seniors. Every morning, a warm familiar voice calls each member by name, remembers what they said last week, and has a real conversation — not a check-in, not a menu, not a script. A genuine morning conversation. All conversation scripts are already written. I provide everything. I need technical setup only. WHAT I NEED: • Retell AI account configured with HIPAA BAA signed • Florida phone number purchased and connected • Warm natural voice selected (must not sound robotic or rushed) • 7 conversation flow pathways built from my written scripts • Scheduled daily outbound calls at member-specified times • Call transcripts emailed after each call • Missed call alert system • Airtable integration for member management • 1-hour handover call — train me to manage everything going forward. CRITICAL FOR THIS PROJECT: Latency and voice warmth matter more than anything else. The person on the other end is a senior who may be lonely or uncertain. An awkward pause or robotic response breaks everything we are building. You must have experience with warm, natural outbound conversational agents — not just inbound IVR systems or chatbots. PLEASE INCLUDE IN YOUR PROPOSAL: • Your Retell AI experience specifically — projects completed • A phone number I can call to hear one of your Retell AI builds • Your approach to minimizing latency for natural conversation • Your estimated timeline • Confirmation you will sign an NDA before project details are shared A signed NDA is required before any Still Here materials are shared.

Freelance Growth Marketer for Pest Control Company (Home Services Experience Required) Location: Remote (US Preferred) Type: Ongoing Contract / Fractional Marketing Partner Hours: 10–20 hours per week initially Industry: Pest Control & Wildlife About Us Bugman Pest Control & Wildlife is a well-established company serving the Rochester, NY market. We are seeking an experienced freelance marketer to take ownership of our lead generation and advertising efforts. We are looking for a long-term partner—not a large agency—and we want someone who understands the unique challenges of home service businesses. HOME SERVICES EXPERIENCE IS REQUIRED Please do not apply unless you have direct experience marketing one or more of the following: Pest Control HVAC Plumbing Roofing Electrical Landscaping Similar residential service industries Experience with pest control companies is strongly preferred. Responsibilities Manage and optimize Google Ads and Local Services Ads. Develop and manage Facebook and Instagram campaigns. Improve SEO and local search visibility. Build and execute email and SMS campaigns. Reactivate existing customer databases and drive upsells. Manage review generation and reputation marketing. Develop seasonal promotions and growth campaigns. Track leads, call volume, and return on ad spend. Recommend and implement AI and marketing automation solutions. Qualifications Required ✔ Proven success generating leads for home service businesses. ✔ Google Ads experience with measurable results. ✔ Experience managing marketing budgets and optimizing ROI. ✔ Strong understanding of local SEO and lead generation. ✔ Ability to analyze campaign performance and make data-driven decisions. ✔ Excellent communication and responsiveness. Preferred Pest control industry experience. Experience with GoHighLevel, Sellify AI, or CRM automations. AI chatbot and lead nurturing experience. Database reactivation and email marketing. Website conversion optimization. Please Include With Your Proposal Which home service industries have you worked with? What monthly ad spend have you managed? What results have you achieved? (Cost per lead, ROI, call volume, etc.) What tools and platforms do you use? Your hourly rate or monthly retainer. Examples or case studies from previous clients. Important We are not looking for someone to simply "run ads." We want a growth partner who understands home service businesses and can help us increase inbound calls, improve customer retention, and maximize return on investment. Long-term opportunity for the right person. We value results, communication, and practical experience over flashy presentations.

Job description We’re a marina and campground with several core systems that need to work together. We’re modernizing how we run the business and are looking for a skilled automation engineer to help us connect our tools, cut out manual work, and keep everything running smoothly. We’ve adopted Make.com as our automation platform and plan to stay on it unless there’s a compelling reason to switch. We’re primarily looking for strong Make.com expertise, but experienced Zapier engineers are welcome to apply — the platforms are similar enough that deep expertise in either one translates well. This is an ongoing, part-time role. You’ll design, build, and maintain automations across our operations, with steady work for the right person. What you’ll build • Bookings & operations — reservation confirmations, scheduling, and internal alerts • Marketing & CRM — lead capture, email sequences, contact syncing, and review requests • AI chatbot integration — connecting our website assistant to bookings, email, and our knowledge base • General automation — streamlining other workflows across the business as needs come up What we’re looking for • Proven, in-depth expertise in Make.com or Zapier, with a portfolio of complex, real-world workflows • Strong experience with APIs, webhooks, and third-party app integrations • Solid grasp of data mapping, error handling, and building reliable, maintainable scenarios • A clear communicator who can recommend the best approach — not just take orders • Dependable and responsive, since this is an ongoing relationship Engagement & rate • Ongoing, part-time • We’ll start with an initial project, with strong potential for continued work To apply Send a brief note covering which platform you specialize in (Make.com or Zapier) and your experience with it, 2–3 examples of automations you’ve built (links or short descriptions — ideally similar to what’s above), and your weekly availability. Bonus points if you’ve worked with hospitality, booking, or small-business tools.

# Principal AI Data Platform Architect ## Company Overview We are a fast-growing AI-native firm working with executives, operators, private-markets investors, and enterprise teams to redesign how mission-critical work gets done with AI. We move quickly, care deeply about execution quality, and build practical systems where data, workflows, and AI agents come together in production. Our work often sits inside complex enterprise environments with sensitive private data, messy documents, high-stakes decisions, and strict access controls. We are not building generic dashboards or chatbots. We are building governed operating systems that help people answer important business questions faster, with source trails and permission boundaries intact. ## Opportunity We are looking for a principal-level Data Platform Architect to design and build the governed data spine behind AI-native operating systems for private-markets and enterprise environments. This role is for a senior, hands-on builder who can architect the foundation and ship production-grade systems: ingestion, lakehouse layers, canonical entities, lineage, quality checks, permissions, semantic models, and serving APIs. Outstanding performers may be considered for expanded or longer-term opportunities, including deeper platform ownership. ## Scope of Work - Architect a lakehouse-style data platform across structured and unstructured enterprise sources. - Build ingestion pipelines from SharePoint, Microsoft 365, CRM systems, document repositories, spreadsheets, and financial or operational data feeds. - Design Bronze/Silver/Gold data layers with replayability, lineage, quality checks, and point-in-time correctness. - Create canonical entity models for companies, people, deals, documents, metrics, funds, assets, and relationships. - Implement role-based and attribute-level access controls at the data layer, not just the UI. - Build semantic models and APIs that downstream AI workflows can safely query. - Partner with AI engineers building RAG, extraction agents, and executive command surfaces. - Document architecture, tradeoffs, operating standards, and handoff paths clearly. ## Must-Haves - Expert Python, SQL, and modern data engineering. - Deep experience with Databricks, Snowflake, or comparable lakehouse/data-platform architecture. - Hands-on experience with dbt or comparable transformation frameworks. - Experience building governed enterprise data systems with lineage, quality tests, CI/CD, and observability. - Familiarity with Microsoft Graph, SharePoint, Microsoft 365, or similar enterprise content ingestion. - Experience with entity resolution, master data management, semantic layers, or canonical data modeling. - Strong judgment around sensitive data, access controls, auditability, and reliability. - Ability to personally architect and ship production systems, not just advise. ## Nice-to-Haves - Private equity, private markets, financial services, investment workflows, or enterprise knowledge-management data experience. - Experience with DealCloud, HubSpot, PitchBook, AlphaSense, S&P, fund admin feeds, or similar business-data sources. - Experience with graph databases, vector databases, or RAG-ready data architecture. - Azure, Entra ID, RBAC, row-level security, or regulated-data environments. - Experience turning a client-specific data platform into reusable product infrastructure. ## What We're Looking For in a Person We are looking for a serious enterprise data architect who cares about correctness, lineage, permissions, and reliability. The right person has built real systems with messy data and real users. They know that the hard part is not making a demo work; it is making the data trustworthy, traceable, secure, and useful every day. This person should be senior enough to challenge the architecture, hands-on enough to ship, and clear enough to explain technical tradeoffs to non-technical operators. ## Category **Data Science & Analytics - Data Engineering** ## Screening Questions 1. Describe a governed data platform, lakehouse, or enterprise data architecture you personally designed or built. What were the sources, layers, and serving use cases? 2. What is your hands-on experience with Databricks, Snowflake, Delta Lake, Iceberg, or comparable platforms? 3. Have you built entity-resolution, master-data, or canonical data-model systems? Describe the matching approach and human-review process. --- ## Skills - Data Engineering - Data Architecture - Databricks - Snowflake - SQL - Python - dbt - ETL Pipeline - Data Lake - Microsoft Azure - API Integration - Data Modeling - Data Warehousing - Lakehouse Architecture - Microsoft Graph - SharePoint Integration - Entity Resolution - Master Data Management - Semantic Layer - Data Lineage - RBAC - Private Equity Data