We are looking for a highly capable AI consultant with a strong technical background in software development, AI-assisted workflows, and research. The ideal candidate is someone who understands modern AI tools, can quickly evaluate information for accuracy, and can help accelerate development, documentation, and decision-making across a variety of projects. * Utilize AI tools such as Claude, ChatGPT, and other leading platforms to support research, analysis, and development * Verify information, identify reliable sources, and distinguish between speculation and fact * Assist with software development, debugging, and technical problem-solving * Build scripts, automations, prototypes, and internal tools as needed * Help organize complex information and knowledge systems, including work within Obsidian * Translate ideas and concepts into actionable plans, technical documentation, and working solutions * Collaborate on a wide range of technical, operational, and strategic projects Qualifications * Strong software development experience * Proficiency with modern programming languages such as Python, JavaScript/TypeScript, or similar * Extensive experience using AI tools, including Claude, ChatGPT, Cursor, and related technologies * Ability to critically evaluate information and conduct high-quality research * Strong understanding of AI concepts, terminology, and emerging technologies * Excellent written and verbal communication skills * Comfortable working independently and navigating ambiguity

I am seeking a highly organized and tech-savvy Social Media & CRM Automation Specialist to help grow our luxury cruise and travel business through digital marketing, lead management, and automation. Responsibilities Social Media Marketing Create and schedule engaging content for Facebook, Instagram, and LinkedIn Develop and manage Facebook Lead Ad campaigns Monitor campaign performance and recommend improvements Assist with event or trips promotion campaigns CRM & Sales Automation Manage and optimize our Pipedrive CRM Create lead routing, tagging, and segmentation systems Develop lead scoring and pipeline management processes Build automated follow-up workflows Ensure leads are properly tracked throughout the sales cycle Zapier & Workflow Automation Create and maintain Zapier integrations between marketing platforms and CRM systems Develop automated workflows such as: Facebook Lead Ads → Zapier → Pipedrive → Email Sequence → Task Creation WIX Website Troubleshoot and improve existing automations Email Marketing Create automated follow-up sequences Segment clients by interests and behavior Assist with newsletter creation and promotional campaigns Required Qualifications Experience with Pipedrive CRM Experience creating Zapier automations Experience managing Facebook Lead Ads Strong understanding of lead routing, tagging, segmentation, and pipeline management Experience with email marketing platforms Excellent written and verbal English communication skills Strong attention to detail and organizational skills Preferred Qualifications Travel industry experience (travel agency, cruise line, tour operator, or hospitality) Experience with Tern, TravelJoy, Travefy, or other travel industry platforms Knowledge of cruise, river cruise, and luxury travel sales Examples of Projects You Will Manage Facebook Lead Ad → Zapier → Pipedrive → Automated Email Sequence → Advisor Follow-Up Webinar Registration → Pipedrive → Reminder Emails → Post-Webinar Campaign Travel Inquiry Form → Lead Tagging → Sales Pipeline → Automated Follow-Up Client Segmentation for River Cruises, Ocean Cruises, Expeditions, and Group Travel

We are seeking an experienced Project Manager to help oversee and coordinate our CRM, sales automation, and marketing automation projects. This role will work closely with our implementation team, clients, and leadership to ensure projects are moving forward efficiently, deadlines are met, communication is clear, and deliverables are completed on time. About Us: We help businesses streamline their sales, marketing, and operations through CRM implementation, sales automation, marketing automation, integrations, and workflow optimization. We work with platforms such as HubSpot, ActiveCampaign, GoHighLevel, Pulse CRM, Zapier, Make.com, and other related tools. Responsibilities: • Manage multiple client projects simultaneously • Track project progress and ensure deadlines are met • Coordinate tasks between team members and clients • Lead project status meetings and follow-up communications • Create and maintain project plans in ClickUp • Identify bottlenecks and proactively solve issues • Ensure client requests are documented and assigned appropriately • Monitor project scope and communicate changes when necessary • Maintain organized project documentation and processes • Provide regular updates to leadership on project status Requirements: • Proven experience as a Project Manager • Strong experience using ClickUp (required) • Excellent written and verbal communication skills • Highly organized with strong attention to detail • Comfortable managing CRM, automation, and technology-related projects • Ability to prioritize multiple projects and deadlines • Proactive problem solver who takes ownership • Available during standard business hours Monday–Friday • Located in the United States • Eastern Time Zone preferred Nice to Have: • Experience managing CRM implementation projects • Familiarity with HubSpot, ActiveCampaign, GoHighLevel, Keap, or similar platforms • Experience with Zapier, Make.com, API integrations, or workflow automation projects • Experience working with agencies or consulting companies Hours & Compensation: • Part-time to start (approximately 20 hours per week) • Potential for increased hours based on performance and project volume • Long-term opportunity for the right candidate Please include: • A brief summary of your project management experience • Your experience with ClickUp • Examples of CRM, automation, software implementation, or technology projects you have managed • Your time zone and typical availability • Your favorite ClickUp feature We are looking for someone who is organized, responsive, proactive, and capable of helping us deliver an exceptional experience for our clients.

I am looking for an experienced Microsoft 365 Solution Architect to design and build a reusable workflow management framework using SharePoint Online, Microsoft Lists, Power Apps, and Power Automate. This is not a simple SharePoint list or Power Automate flow. I am looking for someone who understands data architecture, business process automation, and scalable Microsoft 365 solutions. Project Goal Develop a modular framework that can: * Manage organizational requests * Assign work to one or multiple departments * Track each assignment independently * Route requests automatically based on request type * Collect and organize supporting documentation * Provide dashboards and reporting * Be expanded with new request types and workflows without redesigning the application The framework should be designed for long-term growth. Core Components Request Management Create a request management solution that supports: * Dynamic request forms * Multiple request types * Document uploads * Status tracking * Approval routing * Automatic request numbering Task Management Develop a task management framework capable of: * Creating one task assigned to multiple departments or users * Tracking progress independently for each assignment * Rolling assignment progress into an overall task status * Managing due dates and overdue work * Supporting recurring and one-time tasks Workflow Automation Using Power Automate, develop reusable workflows that: * Generate unique IDs * Create assignments automatically * Route requests based on request type * Update statuses automatically * Flag overdue tasks * Notify users * Support document routing * Minimize duplicate data Power Apps Develop dynamic forms that display fields based on the selected request type and enforce required information before submission. Reporting Design list views and reporting structures that support operational dashboards and future Power BI integration. Deliverables * SharePoint List architecture * Power Apps * Power Automate workflows * JSON column formatting (where appropriate) * Solution architecture diagram * Data model * Deployment documentation * Configuration guide * Exportable solution components Development Requirements Development must be completed in your own Microsoft 365 environment using sample data. No production Microsoft 365 access will be provided. No confidential information will be shared. The final solution must be deployable into another Microsoft 365 tenant. Required Experience Please apply only if you have experience designing complete Microsoft 365 business applications using: * SharePoint Online * Microsoft Lists * Power Apps * Power Automate Please include examples of similar solutions you have designed. Before Development Begins The selected freelancer will first produce: * A proposed solution architecture * A data model showing relationships between requests, tasks, assignments, and supporting lists * An implementation roadmap Development will begin after the architecture is reviewed and approved. Definition of Success The final deliverable should be a production-ready Microsoft 365 framework that can be deployed into another Microsoft 365 tenant with minimal modification. The architecture should be modular, scalable, and easy to maintain. I expect well-documented list relationships, reusable Power Automate flows, configurable Power Apps forms, and a solution that can support additional request types, departments, and workflows without major redesign. When you apply, please start your proposal with the words “Workflow Architect” so I know you’ve read the entire project description. Also include a brief explanation of how you would design a system where one task can be assigned to multiple departments while tracking each department’s progress independently.

Project Overview We are looking for an experienced Marketing Automation and Integration Specialist to help troubleshoot and resolve an issue with lead synchronization. Currently, lead records created in Further VSA for one of our senior living clients are not being passed to SharpSpring via the existing integration, resulting in leads not receiving the intended drip campaign communications. Our goal is to ensure that leads submitted through Further VSA are successfully passed into SharpSpring via Zapier and automatically enrolled in the email drip campaign. Scope of Work Responsibilities include: • Review the current setup for Further VSA, Zapier, SharpSpring, and Sherpa(Aline) • Troubleshoot lead syncing issues and identify any points of failure • Configure, test, and validate workflows • Ensure lead data is mapped correctly between systems • Verify that new leads are successfully created or updated in SharpSpring • Confirm leads are automatically entered into the correct drip campaign/workflow • Recommend best practices to improve reliability and automation performance • Document changes made and provide recommendations for ongoing maintenance Required Experience • Strong experience with marketing automation platforms (Such as HubSpot, ActiveCampaign, SharpSpring and Further VSA) • Advanced Zapier troubleshooting and workflow configuration skills • Experience integrating CRMs, lead forms, and marketing automation systems with lead nurturing and drip campaign setup • Ability to diagnose API, webhook, field mapping, and trigger issues Desired Outcomes • Fully functioning integration between Further VSA and SharpSpring • Successful testing of lead flow from form submission through drip campaign enrollment • Brief documentation of configuration and recommendations To Apply Please include: • Relevant experience with Zapier, integrations and marketing automation platforms • Examples of similar integration or troubleshooting projects • Your availability and estimated timeline for completing this work We are looking for someone who can quickly assess the existing setup, identify the issue, and implement a reliable solution.

We’re looking for a HubSpot CRM expert who can design the overall CRM architecture, build automation, and implement integrations—not just configure basic fields and views. You will own the HubSpot setup end-to-end, from data structure and workflows to integrations with Google products and our third‑party website. Key Responsibilities Audit and optimize our existing HubSpot portal, including objects, pipelines, lifecycle stages, properties, lists, and permissions. Design and implement automated client updates (emails, tasks, notifications) driven by HubSpot workflows and clearly defined triggers (e.g., deal stage changes, form submissions). Build and maintain integrations between HubSpot and: Google Sheets for two-way data sync and operational reporting. Google Docs and Drive for structured storage and easy access to client documents from within HubSpot records. Connect HubSpot to our 3rd‑party website: Implement form capture and tracking. Send events and data from the website into HubSpot. Expose HubSpot data back to the site as needed (e.g., client portal / logged-in experiences). Use native integrations, marketplace apps, and/or no-code tools (Zapier, Make, n8n, etc.) to orchestrate data flows where appropriate. Work with APIs (HubSpot, Google, and website backend) to implement and document custom integrations when off‑the‑shelf tools aren’t sufficient. Set up dashboards and reports to give leadership and operations clear visibility into the client lifecycle and pipeline. Document the architecture, integrations, and workflows so they can be maintained and extended over time.

EroFlow Intelligence is an enterprise-grade, autonomous AI orchestration pipeline designed to mitigate global supply chain disruptions for aerospace manufacturing. Built using a multi-agent framework, the system automates the entire lifecycle of risk detection, impact analysis, and procurement mitigation without requiring human intervention for standard operational anomalies. The architecture coordinates three specialized, asynchronous AI agents that communicate via a centralized event bus to solve complex logistical bottlenecks in real-time. Core Agent Architecture & Workflow 1. The Sentinel Agent (Data Ingestion & Extraction) Role: Continuous Global Monitoring. Function: Utilizes advanced LLM-driven web scraping and unstructured data extraction to monitor global news feeds, geopolitical shifts, weather anomalies, and shipping port telemetry. Trigger: If it detects a disruption (e.g., a port strike or critical mineral shortage), it extracts key entities (materials affected, estimated delay times) and passes a structured JSON payload to the orchestration layer. 2. The Impact Assessment Agent (Predictive Modeling) Role: Deep Cross-Referencing & Analytics. Function: Upon receiving a trigger, this agent cross-references the disrupted material with the company’s internal ERP (Enterprise Resource Planning) database and current inventory levels. Output: It runs a predictive analysis to determine exactly which production lines will stall and calculates the financial risk, assigning a high/medium/low priority score to the event. 3. The Mitigation & Logistics Agent (Autonomous Execution) Role: Operational Resolution. Function: If the risk score exceeds a specific threshold, this agent is authorized to take action. It autonomously queries pre-vetted alternative suppliers via APIs, negotiates standard volume pricing based on historical contract data, drafts a comprehensive procurement proposal, and queues the purchase order for final human sign-off (or executes it automatically if under a certain dollar cap). Technical Stack (The Blueprint) Frameworks: LangGraph / CrewAI (for multi-agent state management and deterministic routing). Core Language: Python 3.11+ Data Layer: PostgreSQL (for ERP syncing) & Pinecone / Qdrant (Vector database for storing and querying supplier contract PDFs and historical compliance documentation). LLM Orchestration: OpenAI GPT-4o / Anthropic Claude 3.5 Sonnet utilized via structured outputs (Pydantic parsing) to ensure strict API data integrity. Hosting & DevOps: Containerized via Docker, orchestrated via Kubernetes, and deployed on AWS with asynchronous task queues managed by Celery and Redis. Quantifiable Business Results (The Hook) 92% Reduction in supply chain anomaly response time (from 48 hours down to 14 minutes). Automated Recovery: Successfully mitigated over 140 potential production line stalls autonomously in simulated stress tests. Cost Efficiency: Saved an estimated $1.2M in expedited shipping fees by predicting bottlenecks 10 days before they impacted manufacturing floors.

We’re looking for a high-agency Consulting Project Manager who can take ownership of complex client engagements and drive them to completion without hand-holding. This is not a coordination role. This is an execution role. You will be responsible for managing multiple consulting projects across digital transformation, AI/automation, and operational improvement initiatives. You must be comfortable operating in ambiguity, pushing clients, and ensuring things actually get done. What You’ll Do Own end-to-end delivery of consulting projects from kickoff to completion Translate vague business requirements into clear execution plans Drive timelines, enforce accountability, and remove blockers proactively Work directly with clients, stakeholders, and technical teams Manage cross-functional workflows (engineering, data, operations) Ensure deliverables are completed on time and meet a high standard Identify risks early and course-correct without escalation Keep communication tight, direct, and outcome-focused What We’re Looking For 3–7+ years experience in consulting, project management, or operations Proven track record of actually delivering projects, not just managing meetings Strong ability to operate independently without constant direction Experience working with technical teams (engineering, data, automation) Comfortable in fast-paced, unstructured environments Excellent communication skills with a bias toward clarity and brevity High ownership mindset. You don’t wait, you act Nice to Have Experience with AI, automation, or digital transformation projects Familiarity with tools like HubSpot, Salesforce, Zapier, n8n, or similar Background in consulting firms, startups, or high-growth environments How We Work Lean team, high expectations, no bureaucracy You will be given ownership, not instructions We value speed, clarity, and execution over process theater To Apply Send: A brief summary of 1–2 projects you personally drove end-to-end What went wrong in those projects and how you handled it Tools and systems you’ve used to manage execution If your experience is mostly status updates and meetings, this role is not a fit.

I run a virtual, cloud-based CPA firm serving healthcare practices, and I'm building the operational backbone that lets me focus on advisory work instead of admin. I need a sharp, discreet operator who owns the back office so nothing slips through the cracks. This is not a "do a few tasks when I send them" role. I'm looking for someone who builds systems, anticipates what's coming, and runs the day-to-day so I can stay in my zone of genius with clients and grow the firm. About the firm: We're a modern, fully virtual accounting and tax practice specializing in healthcare-sector clients (dental, chiropractic, functional medicine, medical, and medispa). The work is high-trust and high-touch — client financial data is the most sensitive material we handle, and protecting it is non-negotiable. What success looks like in 90 days: My calendar runs itself, client onboarding is a repeatable system instead of a scramble, my CRM is clean and current, my inbox is triaged and largely handled, and our social presence is posting consistently without me touching it. I should be able to hand you a process once and trust it's owned. What you'll own: Administrative operations across the firm — keeping the back office organized and running Client onboarding — building and managing a smooth, repeatable intake process Calendar management — owning my schedule, scheduling, and protecting my focus time CRM management — keeping records, pipelines, and follow-ups accurate and current Inbox management — triaging email, drafting and sending responses in my voice, escalating what needs me Client digital data — organizing, securing, and maintaining client documents so nothing is lost or forgotten Social media management — scheduling, posting, and maintaining a consistent presence across platforms What I'm looking for (required): Proven experience as an operations manager or executive assistant — ideally in professional services, accounting, or another data-sensitive field Demonstrated discretion handling confidential or financial information; comfortable signing an NDA Hands-on fluency with CRM, scheduling, and email/admin platforms — and the ability to build workflows, not just click buttons A systems-builder mindset: you create process and catch the gaps before they become problems Strong written communication and the judgment to know what to handle vs. what to escalate Preferred (nice to have): Experience supporting a CPA, accounting, or tax practice Familiarity with social media scheduling tools and basic content posting Experience in healthcare-adjacent client environments Comfort with automation tools and a willingness to make things more efficient over time using technology How to apply: Answer the screening questions below — they matter more than a generic cover letter. Tell me specifically how you've done this work before. Applications that ignore the questions won't be reviewed.

Part-Time (7–10 Hours/Week) | Long-Term Opportunity | $20–25/hour (Flexible) Secret Word: Compass We're looking for an exceptional Virtual Assistant to become an important part of a growing business. This isn't a task list you'll receive once a week. We're looking for someone who enjoys creating order, improving systems, solving problems, and helping a business run smoothly. You'll work directly with the business owner during focused work sessions, helping tackle projects together while keeping everything organized and moving forward. We communicate openly, respect each other's time, and enjoy working together. All work is completed during focused Zoom co-working sessions. We work alongside each other remotely, ask questions in real time, solve problems quickly, and maintain momentum. These are not meetings—they're productive work sessions where we collaborate while getting work done. If you enjoy collaborative, focused work and communicating throughout your workday, you'll likely love this style. No two weeks are exactly alike, so we're looking for someone who enjoys variety, learning new skills, and finding better ways to get things done. We're looking for someone we'd genuinely enjoy working with for years—not just another freelancer. Hours 7–10 hours per week Monday–Friday only All work will be completed during scheduled Zoom co-working sessions. Availability between 8:00 AM–11:00 AM Eastern Time (Monday–Friday) is required. There is no independent work expected outside of scheduled co-working sessions. Compensation $20–25/hour, depending on experience and overall fit. We're flexible for an exceptional candidate. *What You'll Be Doing* Responsibilities will vary from week to week and may include: - Business Organization & Operations - Organizing digital files, folders, and Google Drive - Organizing notes, ideas, reference materials, and documentation - Organizing projects, tasks, priorities, and action items - Helping clean up and simplify existing business systems - Improving workflows and overall business organization - Identifying opportunities to simplify, optimize, and automate processes - Creating clear systems that are easy to maintain - Documentation & SOPs - Creating clear, easy-to-follow Standard Operating Procedures (SOPs) - Documenting repeatable business processes - Organizing business knowledge so others can easily find and follow it - Building documentation that new team members can successfully use - Administrative Support - Calendar management - Email organization and follow-up - Scheduling meetings - Research projects - Data entry (MINOR) - Document formatting - Google Workspace organization - Vendor coordination - General administrative support - Technology & Systems - Helping the business owner better understand and use existing technology - Assisting with technology setup and integrations - Testing automations - Troubleshooting basic technology issues - Helping improve organization across business platforms - Bookkeeping Support - Basic bookkeeping - Accounts Payable (AP) support - Accounts Receivable (AR) support - Billing and invoice management - Expense tracking - Payment gateway reconciliation - Marketing & Events (Occasional) - Assisting with speaker promotion - Speaker organization and logistics - Webinar or event coordination - Light marketing coordination and administrative support - Technology You'll Likely Use Experience with several of these is preferred: - Google Workspace - Gmail - Google Calendar - Google Drive - Zoom - ChatGPT - Zapier or Make - QuickBooks Online - Stripe - WordPress (basic) - Canva - Asana, ClickUp, Trello, Notion, or similar project management/documentation software You don't need experience with every platform. We value curiosity, resourcefulness, and the ability to learn quickly. What We're Looking For The right person is someone who: - Is highly organized and detail-oriented - Is an outstanding written and verbal communicator - Is comfortable collaborating during focused Zoom co-working sessions - Is easy to work with and enjoys being part of a collaborative team - Naturally creates order from chaos - Loves organizing information, documents, notes, projects, and digital workspaces - Can take a messy process and turn it into a simple, repeatable system - Writes exceptionally clear SOPs and documentation that others can easily follow - Has the patience to explain technology in a simple, non-technical way - Enjoys improving systems, workflows, organization, automations, and integrations - Thinks critically about how processes can be simplified and optimized - Naturally keeps others informed of progress, questions, and roadblocks - Is trustworthy, discreet, and professional - Handles confidential client, business, and financial information with care - Learns new software quickly - Can prioritize multiple tasks effectively - Works independently while remaining highly accountable - Is proactive rather than reactive - Takes pride in producing consistently high-quality work This role requires access to confidential client, business, and financial information. Integrity, discretion, professionalism, and sound judgment are essential. Preferred Experience Experience in one or more of the following is a plus: - Virtual Assistant or Executive Assistant support - Administrative or operations support - Small business operations - Online business management - Bookkeeping or office administration - Technology implementation or software integrations - Business process documentation and SOP creation - Project coordination - Speaker, podcast, webinar, or event coordination - Speaker promotion and event organization - Email marketing, social media coordination, or other marketing support We're looking for someone interested in building a long-term professional relationship and growing with the business. To Apply: Please submit a brief, personalized cover letter (300 words or less). In your cover letter, please: - Include the secret word Compass in the first sentence. - Tell us why this position interests you. - Share what type of work you enjoy most as a Virtual Assistant or Operations Assistant. - Tell us what you're looking for in a long-term working relationship. - Confirm your availability Monday–Friday between 8:00–11:00 AM Eastern Time for our scheduled Zoom co-working sessions. We'll ask additional role-specific questions through Upwork's screening questions, so there's no need to include detailed responses about bookkeeping or operations experience in your cover letter. Applications that are generic, appear copied and pasted, omit the secret word, or don't demonstrate genuine interest in this role won't be considered. We're looking for someone who communicates exceptionally well, enjoys solving problems, creates order from complexity, values confidentiality, follows through, and wants to become a trusted part of a business—not just complete tasks. If that sounds like you, we'd love to hear from you.