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Posted 4 weeks ago
  • Hourly
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

We're looking for an AI & Data Analysis expert to lead the integration of intelligent tools within the business platform. You'll connect Google Ads, marketing data files, and operational data sources to build AI agents via Claude that support business decision-making across our pet retail operations. Key Responsibilities Design and configure Claude-powered agents using tool use, structured prompts, and automated workflows for data analysis Integrate the Google Ads API to extract campaign metrics and feed decision-making dashboards Ingest, clean, and structure CSV, Excel, and other marketing data formats for agent processing Generate automated narrative reports and actionable visualizations for the executive and marketing teams Maintain and iterate on data pipelines connecting advertising, sales, and inventory data Required Technical Skills Claude API / Anthropic MCP (Model Context Protocol) Prompt engineering and LLM tool use / function calling Google Ads API Python or JavaScript (for pipelines and integrations) SQL / PostgreSQL / Supabase Pandas / NumPy or equivalent data libraries REST API consumption and integration Advanced Excel / Google Sheets Nice to have: Google Analytics, BigQuery, Looker, Power BI Ideal Profile Proven experience building data pipelines or LLM-powered tools in a production environment Hands-on familiarity with the Anthropic API and agent/tool-use patterns Ability to translate raw data into clear, actionable business recommendations Self-directed — can propose and build solutions without exhaustive specs Initial Projects Campaign ROI Agent — connects Google Ads + business sales data to generate automatic performance alerts and recommendations Marketing File Pipeline — ingests CSV/XLSX marketing files and produces AI-generated summaries and insights Executive Dashboard — decision-support interface with Claude-generated action recommendations based on live data

  • Hourly: $35.00 - $70.00
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

# Zapier & AI Automation Specialist for Growing Coffee Catering Company ## Overview Pretty Good Coffee Company is a premium mobile coffee catering company based in Raleigh, NC. We serve corporate events, employee appreciation events, universities, weddings, brand activations, and private events throughout North Carolina. We're looking for an experienced automation specialist to help us build practical systems using Zapier, AI tools, Gmail, and our existing software stack. Our goal is not simply to automate tasks. We want to create systems that improve client experience, increase sales conversion, reduce administrative workload, and help us scale operations without sacrificing hospitality. ## Primary Project: Quote Follow-Up Automation Our highest priority is building an automated quote follow-up system. Current workflow: * Lead submits inquiry * Quote is created and sent through booking platform * Follow-up is currently handled manually Desired workflow: * Detect when a quote is sent * Extract relevant quote details * Use AI (Google AI Studio/Gemini) to generate personalized follow-up emails * Create Gmail drafts (not auto-send) * Trigger additional follow-ups after specific time periods * Maintain a natural, human, hospitality-focused tone We have already begun building this workflow but need an expert to finish and optimize it. ## Future Automation Opportunities After the initial project, we'd like help building additional automations such as: ### Sales * Lead response automation * Quote follow-up sequences * Lead scoring and prioritization * Client re-engagement campaigns * CRM updates and pipeline tracking ### Operations * Automatic event briefs * Staff communication workflows * Event assignment notifications * Calendar and scheduling automations * Inventory forecasting ### Marketing * Review request automation * Testimonial collection * Client nurture campaigns * Social media/content workflows * Monthly reporting dashboards ### Executive Reporting * Weekly business summaries * Lead tracking * Conversion reporting * Revenue dashboards * Operational KPI reporting ## Current Tech Stack * Flashquotes * Zapier * Gmail / Google Workspace * Google AI Studio (Gemini) * Google Sheets * Google Drive Additional platform recommendations are welcome if they simplify operations. ## What We're Looking For * Strong Zapier experience * Experience with AI integrations (Gemini, OpenAI, Claude, etc.) * Experience troubleshooting API and webhook workflows * Ability to think through business processes, not just build automations * Clear communication and documentation * Ability to recommend simpler solutions when appropriate ## To Apply Please include: 1. Examples of similar automation projects you've built. 2. Your approach to quote follow-up and sales automation. 3. Your preferred hourly rate or fixed-price estimate for the initial project. 4. Any recommendations you would make based on the information above. We're looking for a long-term automation partner, not just a one-time freelancer.

  • Hourly
  • Expert
  • Est. time: 3 to 6 months, Less than 30 hrs/week

The AI Process Optimization Specialist is responsible for evaluating, designing, implementing, and continuously improving business processes through the strategic use of Artificial Intelligence (AI), automation, and digital technologies. This role works across all departments to identify inefficiencies, recommend AI-driven solutions, develop implementation plans, and ensure employees successfully adopt new technologies. The ideal candidate combines business analysis, process improvement, project management, and AI expertise to help the organization become more efficient, scalable, and competitive. Key Responsibilities Business Process Analysis Analyze existing business workflows across all departments. Document current processes and identify bottlenecks, redundancies, and manual tasks. Interview department leaders and staff to understand operational challenges. Create workflow diagrams and process documentation. AI Opportunity Assessment Identify tasks that can be automated or enhanced using AI. Evaluate emerging AI technologies and recommend practical business applications. Research AI platforms, software, and automation tools. Conduct cost-benefit analyses for proposed AI initiatives. Workflow Optimization Design more efficient workflows using AI-assisted processes. Develop standardized operating procedures (SOPs). Reduce repetitive manual work. Improve communication and collaboration between departments. Create scalable systems that grow with the business. AI Implementation Configure and deploy AI tools and automation platforms. Coordinate integrations between business software. Test workflows before deployment. Troubleshoot implementation issues. Measure effectiveness using key performance indicators (KPIs). Employee Training & Change Management Train employees on new AI tools and workflows. Develop documentation, tutorials, and training materials. Promote AI adoption throughout the organization. Gather user feedback and continuously improve processes. Performance Monitoring Track productivity improvements and ROI. Measure time savings and operational efficiencies. Maintain dashboards and performance reports. Recommend additional optimization opportunities. Innovation & Continuous Improvement Stay current with advancements in Artificial Intelligence. Evaluate new AI platforms and emerging technologies. Pilot new automation initiatives. Recommend long-term AI strategies that align with company goals. Preferred Qualifications Bachelor's degree in Business, Information Systems, Computer Science, Engineering, or related field (or equivalent experience). Experience in business process improvement or operations management. Strong understanding of AI technologies and automation platforms. Experience with workflow automation tools (Zapier, Make, n8n, Microsoft Power Automate, etc.). Familiarity with Large Language Models (LLMs) such as ChatGPT, Claude, Gemini, and Microsoft Copilot. Excellent analytical and problem-solving skills. Strong project management abilities. Outstanding written and verbal communication skills. Ability to work independently and lead cross-functional initiatives. Technical Skills Preferred experience with: Artificial Intelligence platforms Workflow automation tools CRM systems Project management software Documentation platforms Data analytics and reporting tools API integrations Microsoft 365 and Google Workspace Low-code/no-code automation platforms Core Competencies Strategic Thinking Process Improvement Critical Thinking Systems Analysis Project Management Change Management Business Communication Continuous Learning Innovation Leadership Organization Collaboration Success Metrics Performance will be measured by: Reduction in manual labor hours Increased operational efficiency AI adoption across departments Employee productivity improvements Workflow automation rate Cost savings generated Return on AI investments (ROI) Employee satisfaction with new systems Process documentation completeness Successful delivery of optimization projects Typical Projects An AI Process Optimization Specialist may: Build AI assistants for customer service and internal support. Automate repetitive administrative tasks. Develop AI-powered knowledge bases. Optimize project management workflows. Improve sales and marketing processes using AI. Streamline onboarding and employee training. Create automated reporting dashboards. Integrate AI into website development, customer support, accounting, HR, and operations. Develop company-wide AI usage standards and best practices. Mission To transform the organization into a highly efficient, AI-enabled business by continually identifying opportunities to automate work, improve processes, reduce costs, enhance decision-making, and empower employees through the effective use of Artificial Intelligence.

  • Hourly: $100.00 - $150.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

We are seeking an experienced Full-Stack AI Product Engineer to help build a secure AI-powered business application for regulated organizations. This project involves building a professional AI platform with document analysis, structured AI workflows, knowledge-base integration, user login, admin controls, and downloadable business outputs. This is not a basic chatbot or prompt-only project. We are looking for someone who has built real AI applications, preferably SaaS products, secure portals, or AI tools for business, legal, risk, compliance, financial services, or other regulated environments. Key Skills Required: --Full-stack web application development --AI application development --RAG / knowledge-base architecture --Document upload and document analysis --OpenAI, Azure OpenAI, Anthropic, or similar AI model experience --Vector database experience --Secure user authentication --Role-based access controls --Secure file storage --Admin dashboard development --AI workflow or agent development --PDF, Word, and Excel report generation --Cloud deployment experience --API integration experience --Strong documentation and handoff practices Preferred Experience: --SaaS platform development --Financial services, legal tech, compliance, risk, cybersecurity, or regulated-industry experience --Building AI tools that analyze uploaded documents and produce structured outputs --Enterprise security, data privacy, audit logs, and customer data separation Important Requirements: The selected developer must be comfortable working under an NDA and IP agreement. All platform design, prompts, workflows, templates, scoring logic, documentation, source code, and related work product created for this project will be owned by our company. The developer may not reuse, resell, repurpose, publish, or train other tools using our materials, concepts, client data, workflows, or proprietary information. To Apply, Please Provide: --Examples of AI tools, SaaS platforms, or secure web applications you have built --Your experience with RAG, document analysis, and AI workflows --Your recommended technology stack for a secure AI business platform --Estimated MVP timeline --Estimated cost or pricing structure --Whether you work alone or with a team --How you handle data security, confidentiality, and IP ownership We are looking for someone who can think like a product builder, build securely, communicate clearly, and help create a professional AI platform suitable for regulated business users.

  • Hourly: $50.00 - $80.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

Project Description We are looking for a highly proactive digital advertising and AI operations specialist to help us grow and operationalize a niche healthcare directory and AI-powered marketing platform serving specialized providers across the United States and Canada. This is not a basic virtual assistant role. This is not a task-only ad management role. We are looking for someone with a digital advertising first background who can work with our emerging AI operating system to help build, improve, and automate the systems behind provider profile promotion, Meta ad campaigns, creative production, client reporting, AI chat summaries, and recurring revenue growth. The right person will help us turn our current ideas, workflows, campaigns, reporting, and AI tools into a more scalable operating system. We are looking for a go-getter who can think, build, test, recommend, improve, and help us move faster. What We Are Building We operate a specialized healthcare directory with provider profiles, membership tiers, local awareness campaigns, and a developing AI operating system. Our growth model includes: Provider directory profiles Profile upgrades Localized Meta ad campaigns Advanced profile-promotion campaigns AI Chat Assistants on provider profile pages Monthly transparent performance reports Archived AI chat summaries Website chatbot upgrade opportunities Workflow automation AI-assisted reporting Future operating-system tools for participating providers We need someone who can work with our team and AI OS architect to help build the operational layer around this business. What You Will Help With Digital Advertising & Campaign Support You will help build and improve repeatable Meta ad campaign workflows. This may include: Creating Meta/Facebook/Instagram traffic campaigns Helping structure profile-promotion campaigns Developing ad creative concepts and variations Writing or improving ad copy Helping organize campaign naming conventions Helping create UTM structures Reviewing campaign performance Identifying opportunities to improve campaign results Helping standardize how campaigns are launched and reported The goal is to make campaigns easier to launch, manage, measure, and scale across many participating providers. Creative & Video Support You should be comfortable helping with simple creative production and short-form content. This may include: Editing short videos for Facebook/Instagram ads Repurposing provider-submitted video content Creating social-ready video clips Adding captions, light branding, and simple visual polish Creating Canva or CapCut templates Helping create reusable creative formats Testing new messaging angles Thinking creatively about how to educate patients in a simple, trustworthy way You do not need to be a Hollywood-level video editor, but you should be capable of producing clean, usable digital ad creative. AI OS Workflow Development You will work with our developing AI operating system and our technical AI architect to help improve workflows. This may include: Identifying tasks that can be automated Helping design campaign setup workflows Helping design monthly reporting workflows Helping design client communication workflows Helping organize archived AI chat summaries Helping document repeatable processes Helping test AI-assisted workflows Helping identify what the OS should do next We are not looking for someone who waits to be told every step. We want someone who can look at a process and say: “This can be improved.” “This can be automated.” “This should be templated.” “This should be reported differently.” “This would help us move more clients to the next level.” Reporting & Client Transparency A major part of the role will be helping us build impressive monthly reports for participating providers. Reports may include: Campaign creative used that month Campaign messaging promoted Profile visits Phone clicks Website clicks Contact actions Other micro-conversions AI Chat Assistant activity Archived chat transcript summaries Common patient questions Common patient concerns Conversion improvement recommendations Suggested next steps We want our monthly reporting to feel much more transparent and useful than a standard digital marketing report. The right person will help us create reports that providers actually value. Growth & Upgrade Path Support We are building a product ladder that moves providers from basic directory visibility into deeper AI-powered services. You will help us improve the workflows that move clients from: Basic profile visibility To promoted profile campaigns To advanced profile campaigns To website AI Chat Assistant adoption To deeper AI operating system adoption This role requires someone who understands that campaigns, reporting, creative, automation, and client communication all work together to create recurring revenue growth. Who We Are Looking For We are looking for someone entrepreneurial, proactive, and curious. The ideal candidate: Has a strong digital advertising background Has experience with Meta/Facebook/Instagram ads Understands funnels, conversion paths, and client reporting Can think strategically about how to grow recurring revenue Has basic video editing or short-form creative experience Is comfortable using AI tools Is interested in workflow automation Can document processes clearly Can make recommendations without waiting to be told Is comfortable working with a developing AI operating system Likes building systems, not just completing tasks Can work independently and bring ideas to the table We do not need a pure software developer. We do not need someone who only follows instructions. We need a digital growth operator who can help us build the machine. Helpful Experience Experience with any of the following would be helpful: Meta Ads Manager Facebook/Instagram traffic campaigns Facebook/Instagram lead generation campaigns Google Analytics 4 Google Tag Manager Looker Studio GoHighLevel or similar CRM platforms Zapier, Make, n8n, or similar automation tools Canva CapCut Descript Adobe Premiere ChatGPT, Claude, or other AI tools AI workflow design CRM workflows Local business marketing Healthcare, wellness, or professional services marketing Directory or membership platform marketing SEO/GEO workflows Client reporting dashboards You do not need to know all of these, but you should be comfortable learning and experimenting. Initial Project Focus The first phase will likely focus on helping us build a repeatable workflow for profile-promotion campaigns. This may include: Reviewing our current workflow Helping define a repeatable Meta campaign structure Creating reusable creative templates Creating reusable reporting templates Helping map how the AI OS can assist with campaign setup and reporting Helping design the monthly report structure Identifying areas where the process can be automated Documenting the workflow so it can be repeated across many providers We will likely use one provider profile as the initial test case before expanding the workflow across more participating providers. What Success Looks Like Success in this role means: Campaign workflows become easier to launch Creative production becomes more repeatable Reporting becomes more transparent and impressive AI-assisted workflows become more useful Manual tasks become systematized Processes are clearly documented Upgrade opportunities become easier to identify Clients receive better insight into performance The business becomes less dependent on one-off manual execution The system improves every month Important Note This role is for someone who wants to help build and improve a growing system. We are not looking for a passive contractor who waits for a checklist. We are looking for someone who can bring ideas, spot gaps, improve workflows, and help turn a niche healthcare directory and AI-powered marketing platform into a scalable growth engine. How to Apply Please include a short response answering the following: What is your experience with Meta/Facebook/Instagram advertising? What is your experience with AI tools or workflow automation? What is your experience with video editing or ad creative? What is an example of a campaign, workflow, system, or process you helped improve? Why does this type of entrepreneurial digital advertising and AI operations role interest you? Please do not send a generic cover letter. We are looking for someone who can think, build, and help us grow.

  • Fixed price
  • Expert
  • Est. budget: $4,000.00

Overview We are looking for an experienced SaaS UI/UX designer or product design team to help modernize the interface of an established B2B SaaS platform called Pavement Layers. ....our SAAS is www.pavementlayers.com...there is a free sign up to see it all? The product is already built, stable, and actively used by customers. We are not looking to rebuild the system. We want to modernize the user experience, navigation, page layouts, forms, dashboards, tables, reports, and settings screens while preserving the existing functionality. We have already started creating visual design concepts for several pages, including dashboard, company settings, users, edit user, permission guide, accounts, logo upload, and sales performance. We need someone who can turn this direction into a professional, consistent, developer-ready design system. Project Goals Create a modern, clean, consistent SaaS interface that makes Pavement Layers easier for customers to use. The redesign should include: Modern dashboard layout Improved left-side navigation and top navigation Cleaner tables and filters Better settings organization Clearer user permissions interface Improved forms and edit screens Modern report pages Consistent buttons, cards, icons, status badges, modals, and dropdowns Developer-ready Figma files and component system Important Requirement This is a UI/UX modernization project, not a complete software rebuild. The current backend and business logic should remain intact. The goal is to create a reusable design system that our developers can apply across the existing application. Current Product Areas The SaaS includes modules such as: Dashboard Leads Prospects Accounts Contacts Proposals Calendar Reports History Company Settings Users and permissions Proposal settings Estimating and pricing Exports QuickBooks / integrations Deliverables Needed We would like the selected designer/team to provide: Full screen inventory structure Recommended navigation map Figma design system Reusable components Page templates Redesigned high-priority screens Developer handoff notes Responsive behavior guidance Table, form, modal, dropdown, and report patterns QA checklist for design consistency Design System Should Include Colors Typography Spacing Sidebar navigation Top navigation Buttons Cards Tables Forms Filters Search bars Action dropdowns Tabs Badges Icons Modals Upload components Permission matrix Dashboard KPI cards Report layouts High-Priority Pages We would likely start with: Dashboard Accounts list Users list Edit User Permission Guide Company Settings overview Proposal Settings Sales Performance / Sales Targets Logo upload Reports / Exports Ideal Candidate You should have experience with: B2B SaaS design Legacy software modernization Figma design systems Developer handoff Complex tables and dashboards Settings/admin interfaces Role-based permissions UI CRM or field service software is a plus Working with existing development teams What We Will Provide Current screenshots Existing page examples Visual concepts already created Branding direction Current module structure Developer availability for implementation questions What We Need From You Please include: Examples of SaaS redesign work Examples of Figma design systems Your process for redesigning legacy software How you handle developer handoff Estimated timeline Whether you can work page-by-page after creating the master system Whether you have experience using AI tools such as Figma AI, v0, Cursor, or similar tools to speed up design and handoff Expected Outcome We want Pavement Layers to feel like a modern, professional SaaS product while keeping the existing system stable and functional.

  • Hourly: $70.00 - $150.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

We are a U.S.-based professional services firm looking for a finance operations systems architect / fractional controller to help design a scalable accounting and finance operations system. We already have bookkeeping support. We are not looking for someone to do routine bookkeeping. We need someone who can design the workflows, controls, dashboards, reporting cadence, and automation opportunities that our bookkeeper and admin team can operate going forward. The project will focus on building a finance operating system around: Monthly close workflow AR and collections cadence Cash visibility Client balance and reserve/deposit tracking Financial reporting dashboards SOPs and handoff to the bookkeeper Automation opportunities using QuickBooks Online, bank tools, spreadsheets, Zapier/Make, AI tools, or similar systems The ideal person thinks like a finance operator and systems designer. You should be able to look at a manual process, identify the control risk, simplify the workflow, and design a repeatable system. This will likely start with a paid diagnostic, then move into a 60–90 day implementation project.

  • Hourly: $25.00 - $75.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

We are seeking an experienced Automation & Integration Engineer to modernize and automate our CPA firm's operations. This role will be responsible for designing, building, and maintaining AI-driven workflows and integrations centered around CCH Axcess, Additive K-1, Microsoft 365, and other business systems. The ideal candidate combines software development, API integration, workflow automation, and AI implementation experience with deep knowledge of tax and accounting technology. This is a hands-on technical position. You will build production-grade automations, not just configure software. Responsibilities Design and develop integrations between CCH Axcess, Additive K-1, CRM, document management systems, and internal databases. Build AI-powered workflows to automate tax preparation, review, document processing, and client communication. Develop API integrations using the CCH Axcess Open Integration Platform. Automate repetitive tax workflows using APIs, webhooks, scripting, and workflow platforms. Create secure data synchronization between business applications. Build custom internal applications that improve CPA productivity. Implement OCR and AI document extraction for tax source documents. Build dashboards and reporting from tax software data. Create automation monitoring, logging, and alerting. Document all integrations and maintain technical architecture. Work directly with tax professionals to identify automation opportunities. Evaluate emerging AI tools and recommend practical implementations. Required Experience 5+ years building software integrations or business automations. Strong experience with: CCH Axcess CCH Axcess APIs REST APIs OAuth Webhooks JSON/XML Experience integrating accounting or tax software. Experience with AI APIs such as: OpenAI Anthropic Google Gemini Azure OpenAI Experience with automation platforms such as: n8n Power Automate Make Zapier Strong programming skills in one or more: Python C# JavaScript/TypeScript SQL database experience. Microsoft 365 integration experience. Git version control. Cloud experience (Azure or AWS). Preferred Qualifications Additive K-1 experience. CCH API development. CPA firm experience. Tax workflow automation. OCR and intelligent document processing. Experience with AI agents. Experience with document management systems. Power BI. SharePoint. Azure Functions or AWS Lambda. Docker. Technical Skills API Development REST OAuth JSON XML Python JavaScript SQL AI Integration Prompt Engineering Workflow Automation Microsoft Graph API SharePoint APIs Microsoft 365 Administration OCR RAG LLM Integration Git CI/CD What You'll Build Examples include: Automated K-1 ingestion into CCH. AI document classification and extraction. Tax return workflow automation. Client onboarding automation. Automated tax organizer processing. AI review assistants. Internal tax knowledge search. Automated email and task generation. Client portal integrations. Document routing. Workflow dashboards. Exception monitoring and alerts. Success Metrics Within the first 6–12 months, you will: Eliminate hundreds of hours of manual tax processing. Reduce duplicate data entry across systems. Build production-ready AI workflows. Create reusable integration frameworks. Improve tax workflow visibility through reporting and dashboards. Establish a scalable automation architecture for future growth. Nice-to-Have Certifications Microsoft Azure AI Engineer Microsoft Power Platform Developer AWS Developer Python certifications AI/LLM application development CPA technology consulting experience Ideal Background Candidates who have worked at firms or software vendors using: CCH Axcess Additive K-1 Thomson Reuters products Intuit products Wolters Kluwer tax software Tax technology consulting firms CPA firms with 100+ employees Tax automation consultancies

  • Fixed price
  • Expert
  • Est. budget: $1,000.00

We are building a semiconductor manufacturing intelligence platform designed to help engineers rapidly identify yield excursions, investigate root causes, and capture institutional process knowledge. A working foundation already exists, including yield dashboards, lot tracking, process-route visualization, maintenance-event correlation, and investigation timelines. We are now looking for a highly capable developer to extend and refine the system into a production-grade engineering decision-support tool. This is not a basic dashboard project. The goal is to enhance an existing platform into a system that connects manufacturing data, equipment history, and engineering knowledge with lightweight AI-assisted analysis. Key Objectives Help engineers answer questions such as: * Why did yield drop? * What changed before the excursion started? * Which tools or chambers are most likely responsible? * Have we seen a similar issue before? * What corrective actions worked previously? Scope of Work Investigation Workspace * Improve investigation timelines * Correlate process events, SPC/FDC signals, maintenance activity, and yield changes * Enhance interactive debugging workflow Historical Excursion Search * Simple similarity matching using rules or embeddings/API-based methods * Retrieve past investigations and outcomes Engineering Knowledge Layer * Searchable notes, documents, and reports * Store corrective actions and process changes AI-Assisted Summaries (lightweight) * Generate investigation summaries using an LLM API * Suggest possible contributing factors based on available data Ideal Candidate * Strong full-stack or data engineering experience * Comfortable working with existing codebases * Experience with analytics dashboards or industrial systems * Familiarity with APIs, databases, and data modeling * Bonus: exposure to manufacturing or semiconductor data Notes * This is an extension of an existing platform, not a rebuild * Focus is on practical implementation rather than complex architecture * Speed and execution matter more than theoretical design * Potential for ongoing work if collaboration goes well

Posted 2 weeks ago
  • Hourly: $25.00 - $85.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

First, the post specifies more than 30 hours per week. That is not accurate, at least not yet. If you are not an A-player and cannot meet the requirements specified below, don't even bother submitting because it will quickly not work out even if you interview well. About Us: We're a growth-focused, full service digital marketing agency managing SEO and AI Engine Optimization (AEO) programs for a portfolio of B2B and local service clients across multiple verticals: Home services / roofing (local SEO, NJ-based) Enterprise energy procurement (B2B/SaaS) Telecommunications (B2B services) Wealth management (financial services) We have in-house content development capabilities and established client workbooks, content plans, KPI frameworks, and reporting infrastructure already in place. What we need is a strategic SEO leader to direct the program — not another executor. The Role: This is a Director-level SEO position - part-time/fractional - responsible for strategy, quality control, vendor management, and performance reporting across a growing number of client accounts. You will NOT be writing blog posts or building links yourself. You will be directing what gets written, who builds the links, and whether the work meets our quality standards. Core Responsibilities: Strategy & Planning: Own the SEO and AEO strategy across all client accounts Conduct keyword research, competitive analysis, and content planning Develop and maintain content briefs for our in-house content team Identify ranking opportunities across traditional search and AI platforms (ChatGPT, Google AI Overviews, Perplexity, Copilot) Advise on technical SEO priorities per client Quality Control: Review all deliverables before they go live - blog content, guest posts, citations, on-page optimizations, technical fixes Set and enforce quality standards for guest post placements (DA thresholds, topical relevance, contextual link placement) Ensure citation quality meets manual verification standards Review and optimize content briefs and published content for SEO and AEO effectiveness Vendor Management: Source, vet, and manage specialized service providers for: Guest post outreach and placement Citation building Technical SEO audits and implementation Hold vendors accountable to deliverable timelines, quality standards, and reporting Recommend vendor changes when performance doesn't meet standards KPI Ownership & Reporting: Own the reporting stack: Rank Tracker (keyword rankings), Scrunch AI (AEO monitoring across 8 AI platforms), Google Analytics 4 (traffic/engagement), WhatConverts (conversions/lead quality) Build and maintain Looker Studio dashboards per client Deliver monthly performance reports with insights and recommendations Track deliverable completion against agreed timelines Client Communication: Attend client calls (cadence varies: weekly, bi-weekly, or monthly depending on account) Present SEO/AEO performance updates with data-driven insights Make strategic recommendations - not just status reports Contribute to client retention and expansion conversations Team Coordination: Brief and direct our in-house content developer on all SEO content Coordinate with account managers/project managers on deliverable flow Ensure all workbooks and project trackers stay current What We Already Have in Place: You're not starting from scratch. We provide: Established client relationships and direct communication channels Client structure with project management tracking, deliverable timelines, keyword research, content strategies, and on-page optimization reports (see scope example below) In-house content development - you brief, they write, you review KPI tracking infrastructure: Rank Tracker, Scrunch AI, GA4, WhatConverts Looker Studio reporting templates Content plans already built per client Existing vendor relationships to evaluate and potentially retain Example client deliverable scope (monthly per client): 2 blog posts (content developed in-house, SEO-directed by you) 2 guest post backlinks (placed by vendor, managed by you) 10-20 quality citations (built by vendor, quality-controlled by you) On-page optimizations Technical SEO monitoring Monthly analytics and performance report Client call participation The Ideal Candidate: 5+ years of SEO experience with at least 2 years in a strategic/leadership role (not just execution) Proven experience managing SEO vendors - link builders, guest post providers, technical SEO specialists Strong understanding of AEO - how content, citations, and authority signals feed AI platforms and how to optimize for AI-driven discovery Data-driven - comfortable with GA4, Rank Tracker, Google Search Console, and building Looker Studio dashboards Familiar with or willing to learn Scrunch AI for AEO monitoring across ChatGPT, AI Overviews, Perplexity, Copilot, etc. Familiar with WhatConverts or similar conversion tracking and lead quality tools Experience across both local SEO and B2B/enterprise SEO - our portfolio requires both Excellent communication - comfortable on client calls presenting strategy, not just data Quality-first mindset - you know the difference between a CCR-Mag editorial placement and a Megri.com content farm, and you'd never let the latter through Strategic thinker who can also get tactical - you set the direction AND review the details Experience working within structured systems - -trackers, content calendars, approval workflows This Is NOT the Right Fit If: You're primarily an executor looking for someone to tell you what to do Your experience is only in one vertical (local OR B2B, not both) You've never managed external vendors or contractors You can't explain the difference between a quality guest post and a paid placement on a content farm You're not comfortable with client-facing communication You view AEO as "not my job" - it's central to everything we do Screening Questions (Please Answer in Your Proposal): Describe your experience managing SEO vendors or contractors. How did you vet them, set quality standards, and hold them accountable? What is your approach to quality-controlling guest post placements? What would you look for, and what would you reject? How do you approach AEO (AI Engine Optimization)? What specific tactics do you use to improve a client's visibility across AI platforms? Describe a time you managed SEO across multiple clients in different verticals simultaneously. How did you handle the different strategies? What reporting tools do you use, and how do you structure a monthly client report? Walk me through what you'd present on a client call. Are you comfortable attending weekly, bi-weekly, and monthly client calls across multiple accounts? Describe your communication style on these calls. What's the biggest SEO quality failure you've caught before it went live? What was the issue and how did you handle it? To Apply: Please include: Answers to all 7 screening questions A brief overview of your current/recent role and how it relates to this position Examples of reporting dashboards or client deliverables you've created (scrubbed for confidentiality is fine) Your hourly rate and estimated weekly availability Any experience with the tools in our stack: Rank Tracker, Scrunch AI, GA4, WhatConverts, Looker Studio This is a long-term strategic partnership. If you're the right fit, this grows as our client portfolio grows. Out last Director of SEO was with us for 13 years.

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