- Hourly
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Overview We’re looking for an experienced AI engineer or AI systems builder to help us design and build an internal intelligence layer that turns fragmented customer data into actionable growth opportunities. Right now, customer insights live across multiple disconnected systems — CRM notes, product usage data, emails, support tickets, and spreadsheets. While the data exists, it is not structured in a way that helps us proactively identify expansion opportunities, churn risks, or account-level next steps. We want to build an AI-driven system that continuously synthesizes this information and helps our team understand: * What is happening inside each account * Where expansion or upsell opportunities exist * Which accounts are at risk and why * What the next best action should be for each customer ⸻ What You’ll Build You will design and implement an AI system that can: * Ingest structured and unstructured data (CRM, emails, notes, product signals) * Build dynamic “account intelligence profiles” for each customer * Identify patterns across accounts (usage drops, feature gaps, expansion signals) * Generate clear, human-readable account summaries * Recommend next-best-actions for sales, customer success, or leadership * Surface expansion opportunities based on behavioral and contextual signals * Flag risk signals early with supporting reasoning ⸻ Ideal Output For each account, the system should be able to generate: * A concise account narrative (“what’s going on here”) * Key signals and anomalies * Expansion opportunities (with rationale) * Risk factors (churn or stagnation indicators) * Suggested actions for the team this week * Confidence level and supporting evidence ⸻ Why This Matters We are sitting on a large amount of customer data, but most of it is passive. The goal is to turn it into an active intelligence system that helps our team: * Prioritize the right accounts * Increase expansion revenue * Reduce churn risk * Spend time on the highest-impact opportunities This becomes a core internal system that directly impacts revenue efficiency and customer outcomes. ⸻ Ideal Candidate We’re looking for someone with experience in: * LLM-based systems and agentic workflows * Data pipelines and multi-source data ingestion * Prompt engineering + structured reasoning systems * CRM systems (Salesforce, HubSpot, etc.) * Customer analytics / product analytics * Building internal AI tools or copilots * Backend + API integration work Bonus if you’ve worked on: * RevOps tooling * Customer success platforms * Data enrichment or account intelligence systems * SaaS growth analytics ⸻ Deliverables * System architecture for AI customer intelligence layer * Data ingestion and normalization approach * Prompting / reasoning framework for account analysis * Prototype system (or working MVP) * Output format for account intelligence reports * Documentation for internal expansion and scaling * Recommendations for tooling (build vs buy decisions) ⸻ Engagement This starts as a project-based build, but could expand into a long-term role as we scale the system across our entire customer base and additional workflows. ⸻ To Apply Please include: * Examples of AI systems or agentic workflows you’ve built * Experience integrating LLMs with real business data * Your recommended architecture for a system like this * Any clarifying questions you’d want answered before starting
- Hourly: $75.00 - $125.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
We're building a confidential, AI-native operating system for high-volume plaintiff-side litigation. This is not a generic legal chatbot. It's an operating system for litigation operations — and we already have a live law firm as the proving ground, a working visual prototype, a pitch deck, and a near-term demo deadline. We need a senior full-stack engineer who can take an existing prototype, schemas, prompts, and workflow package and turn it into a secure working demo, then a production-track MVP. The right person thinks like a product architect, engineer, and security operator at once — fast, but disciplined with confidential legal data. Required: React/Next.js, TypeScript, Node or Python/FastAPI, PostgreSQL, auth and role-based access control, OpenAI or comparable LLM APIs, structured JSON/schema outputs, secure file handling, PDF/export generation, GitHub workflows, and strong security discipline. Strong plus: Legaltech, plaintiff-side litigation, case management systems (Filevine, Litify, Clio, Salesforce, HighLevel), RAG/document extraction, audit logging, and SOC 2 / PII / regulated-data experience. Ground rules: NDA required. No public repos. No real client data in the demo — sanitized data only. No API keys in browser code. No external sharing or deployment without approval. First deliverable: A build-readiness report identifying what's mock, what's reusable, and what needs rebuilding, plus architecture, security risks, database plan, API integration path, and a 7–30 day build roadmap. The path: Paid 7-day build-readiness sprint → 30-day demo sprint → longer-term technical lead / founding engineer discussion. To apply, please include: A short note on why you're right for this project 2–3 relevant products you've built (links) GitHub or code samples, if available Your availability for a 7-day build-readiness sprint Your hourly rate, fixed sprint price, or contract-to-hire preference Remote acceptable. U.S.-based preferred; South Florida a plus.
- Hourly: $3.00 - $150.00
- Intermediate
- Est. time: 3 to 6 months, Less than 30 hrs/week
We are an outsourced accounting and tax firm serving small businesses. We handle bookkeeping, accounts payable, expense management, financial reporting, and tax preparation. We're at a point where we want to seriously rethink how we work — not just add AI tools on top of old processes, but redesign our workflows from the ground up to take advantage of what AI can actually do. We're looking for a contractor who has done this before — someone who understands accounting and tax workflows deeply and also has hands-on experience implementing AI tools in professional services or finance environments. What you'll do: • Map our current accounting and tax workflows end-to-end • Identify where AI can replace, assist, or accelerate steps • Research and evaluate tools that fit our stack (we use QBO, and are open to others) • Work alongside our team to build and document the new workflows — not just hand us a deck • Help us implement and iterate until the workflows are actually running Who we're looking for: • Strong background in accounting, tax, or working closely with firms that do this work • Real experience deploying AI tools in a professional services or finance context — not just theoretical • Familiarity with tools like AI document processing, workflow automation, or AI-assisted review • Someone who can roll up their sleeves and build alongside us, not just consult from a distance This is a part-time engagement to start. If it goes well, there's room to expand the scope. We are serious about this — we want to move from buying tools to actually redesigning how we operate, and we need someone who has done it. In your application, please tell us: what accounting or tax workflows have you redesigned with AI, what tools were involved, and what the before/after looked like. Specifics matter more than credentials here.
- Hourly
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
We are looking for a strong software engineer who can build practical automation systems using AI, APIs, and modern development tools. This role is for someone who can take messy business workflows, understand the goal, and build working systems that save time, reduce manual work, and improve execution. You should be comfortable building automations, integrating tools, working with APIs, writing clean code, and using AI tools like OpenAI, Claude, or similar models to create useful business applications. What You’ll Work On You will help build and improve systems such as: AI-powered research and data extraction workflows CRM and sales process automations Email, spreadsheet, and database automations Internal tools and dashboards API integrations between business software Web scraping and data enrichment workflows when appropriate AI agents or assistants that help with repetitive business tasks Automation around deal screening, reporting, lead research, and document creation Ideal Candidate We are looking for someone who is practical, fast, and can figure things out without needing step-by-step instructions. You should have experience with: Python and/or JavaScript APIs and webhooks OpenAI, Claude, or other LLM APIs Automation tools like Zapier, Make, n8n, Airtable, Google Sheets, HubSpot, Salesforce, or similar Databases such as PostgreSQL, Supabase, Firebase, or similar Basic front-end or internal tool development Web scraping, data cleaning, and structured data workflows GitHub and clean documentation What Matters Most We do not need someone who only talks about AI. We need someone who can actually build. The right person should be able to: Understand a business process quickly Recommend the simplest technical solution Build fast prototypes Turn prototypes into reliable workflows Communicate clearly Document what was built Improve systems over time Nice to Have Experience with any of the following is a plus: Private equity, M&A, finance, or investment workflows Deal sourcing or lead generation systems CRM automation Data enrichment tools AI research agents Browser automation Cloudflare, AWS, Google Cloud, or similar infrastructure Engagement This will start as a part-time project-based role, with the potential to become ongoing if the work is strong. Estimated workload: 5 to 15 hours per week to start. To Apply Please include: Examples of automations or AI tools you have built The tech stack you usually work with A brief explanation of how you would approach automating a messy manual workflow Your hourly rate Your availability Please do not send a generic application. If your response looks copied and pasted, it will be ignored.
- Hourly: $30.00 - $60.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
We are looking for a hands-on Forward Deployed AI Engineer to help build practical AI systems This is not a pure backend role and not a strategy-only consulting role. You will work close to end users, understand how their workflows actually operate, and then build AI-enabled tools that solve specific business problems. The ideal person is a strong software engineer who is comfortable with ambiguity, can communicate clearly with non-technical stakeholders, and can take an AI prototype from idea to something reliable and usable. What you will do - Learn the business workflows, systems, data, and constraints. - Build AI applications using Claude or similar large language models. - Use the right mix of prompting, retrieval, tool use, agents, and workflow automation. - Own delivery from scoping through prototype, testing, hardening, and handoff. - Create evaluations to determine whether the system is accurate, reliable, and safe enough to use. - Translate between domain experts and technical implementation. - Work carefully with sensitive or regulated data. - Document what you build so it can be maintained and reused. What we are looking for - Strong Python engineering skills. - Hands-on experience building with LLMs, preferably Claude or the Anthropic API. - Experience with RAG, structured prompting, tool use, evaluation, or agentic workflows. - Ability to operate independently in a messy, ambiguous environment. - Strong communication skills with both technical and non-technical stakeholders. - Track record of shipping working software, not just demos. - Comfort working with real-world data, integrations, and imperfect requirements. Helpful but not required - Prior forward deployed engineering, solutions engineering, or technical consulting experience. - Experience building AI tools for enterprise customers. - Experience in regulated or sensitive-data environments. - Familiarity with validation, auditability, traceability, or compliance-oriented workflows.
- Hourly
- Intermediate
- Est. time: 3 to 6 months, Not sure
We are a restoration and general contracting company that specializes in helping homeowners recover from property damage caused by storms, fallen trees, floods, fires, wind events, and other disasters. We are seeking an experienced Zapier automation specialist to design, build, and manage an automated marketing and lead generation system that identifies homeowners likely to be impacted by severe weather events and delivers targeted outreach before, during, and after the event. Project Overview We want to create a highly automated workflow that: Monitors weather forecasts, severe weather alerts, storm tracking data, and disaster-related events in specific geographic areas. Identifies homeowners and property owners located within projected impact zones. Obtains and enriches homeowner contact information using approved data sources. Segments leads based on location, weather event type, property characteristics, and severity of risk. Automatically launches multi-channel marketing campaigns before, during, and after the event. Tracks engagement and manages leads through our CRM. Notifies our internal team when high-priority opportunities are identified. Potential Integrations The ideal candidate should be familiar with integrating Zapier with platforms such as: Weather and forecasting APIs CRM systems Google Sheets Airtable HubSpot GoHighLevel Twilio Email marketing platforms SMS marketing platforms Data enrichment and lead-generation services Mapping and geolocation tools Deliverables Complete workflow architecture and automation strategy Zapier implementation and testing Lead capture and enrichment workflows Automated email and SMS campaign triggers CRM integration and lead routing Reporting dashboards and monitoring Documentation for future maintenance Required Experience Please apply only if you have experience with: Advanced Zapier automation Multi-step workflows and conditional logic API integrations CRM automation Lead generation systems Marketing automation Data enrichment platforms Geofencing or location-based marketing workflows Error handling and workflow optimization When Applying, Please Answer the Following Questions: Describe a similar automation system you have built. What weather data providers or APIs have you worked with? What lead enrichment platforms have you integrated with Zapier? Which CRM systems have you automated most extensively? How would you approach identifying homeowners within projected storm impact zones? What challenges do you foresee in building this system? Please provide examples of complex Zapier workflows you have created. Are you comfortable recommending alternative tools if Zapier is not the best solution for a particular component of the workflow? We are looking for someone who can not only build the automation but also help design the overall system architecture and recommend best practices for scalability, reliability, and compliance.
- Hourly
- Expert
- Est. time: More than 6 months, 30+ hrs/week
About ZeremAI ZeremAI is a premier AI and Automation implementation consultancy that future-proofs businesses. We specialize in cutting-edge AI agents, intelligent systems automation, and real-time AI-assisted KPI dashboards across all business departments. Our "Align–Automate–Achieve" methodology bridges the gap between technology and measurable impact, helping teams reclaim up to five days of productivity weekly per employee, allowing organizations to focus on their core mission. Position Overview: We are looking for an AI Technical Account Manager who thrives at the intersection of systems architecture and client partnership. This role is for a high-presence communicator who takes pride and care about Customer Success and can translate complex AI and automation workflows into clear, actionable business wins and communicate them with the AI Development team. You are an AI Technical Account Manager at heart—someone who possesses the technical depth to design sophisticated systems but whose real superpower is leading the client relationship. You’ll be the face of our delivery team, ensuring our clients don't just get a tool, but a transformed business process they actually enjoy using. Key Performance Indicators (Success Metrics): -100% successful deployment rate of AI and automation solutions. -Ensure systems adoption success scores reach 95%+ -Increase customer productivity by 20% to 100%+ through AI automation. -Increase customer KPI achievement rate by 2x through intelligent dashboards. -Maintain 97% or higher customer satisfaction rating for solution delivery. Core Client Responsibilities: Strategic Client Leadership: - Relationship Management: Act as the primary technical point of contact, managing expectations and leading clients through the "Align–Automate–Achieve" journey with confidence. - High-Impact Communication: Lead discovery calls and project updates with clarity and brevity. You are the concise expert—getting to the point quickly and making complex concepts clear and simple to non-technical customers. - Client Success Orientation: Prioritize the "human" side of the implementation, ensuring the solution solves the client’s actual pain points rather than just being technically correct. Solution Architecture & Discovery: - Workflow Mapping: Conduct process audits to identify gaps and translate messy business problems into clean system requirements. - High-Level Design: Architect automation ecosystems using Make, Zapier, Airtable, HubSpot, and other systems, ensuring all pieces of the tech stack talk to each other seamlessly. - AI Integration: Leverage LLMs (OpenAI, Claude, etc.) to enhance productivity and build smarter business logic for clients. Delivery & Adoption: - Implementation Oversight: Work with the internal dev team to ensure the blueprints you designed are built to spec and delivered on time. - The Final 10%: Lead the hands-on training and documentation phase, ensuring the client’s team feels empowered and capable, not overwhelmed. - Iterative Optimization: Monitor performance post-launch and proactively suggest enhancements to deepen the client relationship. Key ZeremAI Operations Responsibilities: - Collaborate with the Chief AI Officer and Strategy Officer to evolve ZeremAI’s systems playbook. - Lead the evaluation and adoption of new AI technologies and platforms. - Ensure solution designs align with the Align–Automate–Achieve methodology. - Create internal system frameworks, templates, and automation best practices. - Mentor and collaborate with AI Systems Developers to maintain high-quality standards. - Analyze reporting on architecture performance, ROI metrics, and adoption rates. The Ideal Profile: Technical Fluency (The "How It Works" Knowledge): - Systems Thinker: You understand the Big Picture of how APIs, CRMs, and databases interact. You don’t need to be the world’s fastest coder, but you must be a world-class architect. - Automation Stack: Deep familiarity with CRM, Project Management, Integration, and AI tools. - AI Expert: A solid grasp of how to practically apply AI/LLMs to business workflows. The Superpowers (Client & Communication): - Professional Presence: You carry yourself with a demeanor that builds immediate trust. You are concise, articulate, and mindful of the client’s time. - Concise Communicator: You avoid the Solution Architect Trap of over-explaining. You know how to give a "Yes/No" or a "Bottom Line Up Front" (BLUF). - Leadership: You can guide, educate, and—when necessary—firmly pivot a client toward a better strategic path. Qualifications: Required Skills & Experience - 5+ years of experience in systems consulting, operations, business automation, or a similar role. - 2+ years of AI expertise in a business context - Strong hands-on experience with automation tools (JSON, Zapier, Make, Airtable, etc.) and system integrations. - Working knowledge of project management and CRM platforms (e.g., Monday.com, HubSpot, Salesforce). - Familiarity with API usage, data flows, and basic scripting or logic-based automation. - Excellent problem-solving and process-mapping skills. - Clear written and verbal communication, especially with non-technical stakeholders. - Strong client-facing presence with the ability to guide, educate, and influence clients. Preferred Qualifications: - Experience in a fast-paced startup or agency environment. - Exposure to AI tools and understanding of their application in business settings. - Technical certifications in automation platforms (Zapier Expert, Make Partner, etc.). - Understanding of business functions like marketing, sales, operations, and finance. Soft Skills: - Demonstrate creativity in problem-solving by identifying innovative solutions to client challenges and operational obstacles. - Systems thinker with a knack for breaking down complex problems. - Highly organized, self-motivated, and able to manage multiple client projects simultaneously. - Collaborative team player who thrives in a remote-first work environment. - Passionate about technology, continuous improvement, and client success.
- Hourly: $50.00 - $80.00
- Intermediate
- Est. time: 1 to 3 months, 30+ hrs/week
Title: React Developer — CRM Integration (Freelance / Contract) We're looking for an experienced React developer to help finalize a custom-built CRM for a creative services company. The app is already live and functional — we need help integrating third-party APIs including Pipedrive, Google Workspace (Gmail, Drive, Calendar), JustCall.io, and Markup.io, plus wiring up AI tools (Gemini, Gamma.app). Stack: React, Vite, Tailwind CSS, Base44 (BaaS), Deno backend functions What you'll do: - Connect OAuth-based integrations (Google, Pipedrive, JustCall) - Build automated email/workflow triggers via backend functions - Polish UI components and fix edge-case bugs Ideal candidate: 3–5 yrs React experience, comfortable with REST APIs and OAuth flows, bonus if you've worked with Pipedrive or Google Workspace APIs. Estimated: 60–100 hrs | Milestone-basedThis is a part-time engagement for 1 to 3 months. Freelancer Project Brief — Flyer View Group CRM Project Overview Flyer View Group is a geospatial marketing firm that produces custom murals, posters, story maps, and dynamic map programs for commercial real estate and economic development clients. We have a custom-built internal CRM (built on Base44, a React + Vite + cloud-backend platform) that manages the full lifecycle of prospects, deals, contacts, organizations, and projects. We need an experienced freelance full-stack developer to: Complete and stabilize all existing CRM functionality (described below) Wire up live integrations with our third-party tool stack Deploy and test the system so it's production-ready for daily use by a small team What's Already Built The CRM currently includes: Dashboard — activity summaries, pipeline metrics, revenue charts Prospecting — outreach tracking with AI-assisted qualification Contacts & Organizations — tabbed detail slide-over panels, quick actions Pipeline — Kanban-style deal board with stage drag-and-drop Projects — grid/list views with Pipedrive-style project cards, stage transitions, subscription tracking Activities/Tasks — logging, scheduling, assignments, priority tracking Mail page — stub ready for email integration Backend functions — deal-to-project conversion, proof tracker, subscription renewal alerts, outreach automation stubs AI Assistant — global sidebar AI agent (Base44 in-app agent) Work Required 1. Polish & Wire Up Internal Functionality Fix any broken UI states, edge cases, or incomplete components Ensure all entity relationships (Deal → Project → Contact → Org) work end-to-end Complete the proof versioning workflow (version bump → task creation → notification) Finalize subscription renewal alert automation (60/30 day triggers) Ensure all slide-over detail panels are fully functional with edit/save/delete 2. Third-Party Integrations Service Integration Goal Google Workspace (Drive, Gmail, Calendar, Docs) Auto-link Drive folders per project; log emails as activities; sync calendar events to Activities; create Docs from project templates Pipedrive Two-way sync of Deals, Contacts, and Organizations via Pipedrive REST API; map CRM stages to Pipedrive pipeline stages Markup.io Embed or deep-link Markup.io review sessions to project proof records; store review URLs on the Project entity JustCall.io Click-to-call from Contact/Prospect records; log inbound/outbound calls as Activities automatically via JustCall webhook Gemini (Google AI) Power AI-assisted prospect qualification scoring, outreach message generation, and project notes summarization via Gemini API Gamma.app Store and display Gamma presentation links per project (partially built); add ability to generate a Gamma link stub from within the project record app.atlas.co Store and display Atlas map links per project; integrate link management into project detail panel 3. Automation Wiring Connect existing backend function stubs to real API calls Set up and test all Base44 automations (entity triggers + scheduled tasks) Ensure webhook endpoints are secured and validated 4. Testing & Documentation End-to-end QA of all workflows Document integration setup steps (API keys, webhook URLs, OAuth scopes) Provide a brief handoff guide Required Qualifications Must Have: 3+ years of React development (hooks, React Query, component architecture) Experience with REST API integrations and OAuth 2.0 flows Familiarity with webhook-based event handling Strong JavaScript/TypeScript skills Experience integrating Google Workspace APIs (Drive, Gmail, Calendar) Ability to read and work within an existing codebase without rewriting everything Nice to Have: Prior experience with Pipedrive API or similar CRM APIs Experience with Base44 or similar BaaS platforms (Supabase, Firebase) Familiarity with JustCall, Markup.io, or annotation/review tools Experience with Gemini / Google AI Studio APIs UI/UX sensibility to maintain the existing dark, premium SaaS design system Tech Stack Document Frontend Layer Technology Framework React 18 (Vite) Routing React Router v6 State / Data Fetching TanStack React Query v5 Styling Tailwind CSS v3 Component Library shadcn/ui (Radix UI primitives) Icons Lucide React Animations Framer Motion Charts Recharts Drag & Drop @hello-pangea/dnd Forms React Hook Form + Zod Date Utilities date-fns Backend / Platform Layer Technology Platform Base44 (BaaS — database, auth, functions, agents) Backend Functions Deno Deploy (TypeScript/JS serverless handlers) Database Base44 managed NoSQL (entity-based schema) Auth Base44 Auth (JWT, Google OAuth, email/OTP) File Storage Base44 Storage (public + private file URLs) AI / LLM Base44 InvokeLLM (OpenAI GPT-4o-mini default; Gemini configurable) In-App Agent Base44 Agent SDK (chat UI + tool permissions) Automations Base44 Automations (scheduled, entity-triggered, connector webhooks) Integrations Required Service Auth Method API Type Google Workspace (Drive, Gmail, Calendar, Docs) OAuth 2.0 (Base44 Google connector) REST + Webhooks Pipedrive API Token / OAuth REST Markup.io API Key REST JustCall.io API Key + Webhooks REST + Webhooks Google Gemini API Key (Google AI Studio) REST Gamma.app Manual URL (no public API) Deep Link app.atlas.co Manual URL / API Key (if available) REST / Deep Link Infrastructure Notes All backend logic runs as Deno serverless functions — no Node.js, no Docker Secrets/API keys stored as Base44 environment variables (never in source code) No separate database or hosting needed — Base44 handles all of it The codebase is a single React SPA deployed via Base44's hosting Deliverables Fully functional CRM with all existing features working Live integrations for all 7 services listed above All Base44 automations configured and tested API key / webhook setup documentation Handoff notes for ongoing maintenance Estimated Scope ~80–120 hours depending on experience level with the tools involved. Fixed-price bids preferred with milestones. Please include examples of prior CRM integrations or API work in your proposal. Platform: Base44 (base44.com) — Freelancer must be comfortable reading existing React/Deno code and working within the Base44 ecosystem. A 1-hour paid discovery call is required before work begins.
- Hourly: $100.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
Looking for a trainer to deliver the "Claude AI for Workflow Automation and Productivity Training Course" for a Corporate Training Engagement We are seeking an experienced instructor to deliver a hands-on corporate training focused on using Claude AI for workflow automation and productivity enhancement. The ideal trainer should be comfortable teaching business users and technical professionals how to leverage AI tools to streamline operations, automate repetitive tasks, and improve collaboration. This is an instructor-led training engagement to corporate participants. Training Topics Include: Introduction to Claude AI and AI-driven workflow automation Using Claude AI to improve productivity and task management Automating business processes such as: Email and document workflows Meeting notes and follow-ups Content generation and reporting Enhancing team collaboration with AI-assisted workflows Integrating Claude AI with business platforms and automation tools Workflow automation using tools such as: Zapier Trello Asana Notion CRM and customer support platforms AI best practices, governance, privacy, and ethical considerations Future trends in AI-powered business automation Ideal Trainer Profile: Strong hands-on experience with Claude AI or similar generative AI platforms Experience delivering workflow automation or productivity-focused training Familiarity with AI integrations and no-code/low-code automation tools Comfortable teaching both conceptual and practical hands-on sessions Prior corporate training experience preferred Ability to customize examples and exercises for business audiences Training Format: Instructor-led live training Interactive discussions and hands-on exercises Corporate audience Beginner-friendly but practical and business-oriented