Job Title: Sales Consultant – Window Blinds & Shades Company: Discount Buy Blinds Locations: Colorado (Denver Metro, Castle Rock, Castle Pines, Parker, Highlands Ranch, Littleton) Texas (Dallas, Frisco, Plano, McKinney, Prosper, Celina, Allen) About Us Discount Buy Blinds is a fast-growing retailer specializing in premium custom window treatments. We offer a wide range of products including Zebra Blinds, Roller Blinds, Roman Shades, Honeycomb Shades, Faux Wood Blinds, Vertical Blinds, Drapes, Outdoor Patio Shades, and Motorized Smart Blinds. Our goal is to provide customers with high-quality products, expert consultation, professional installation, and outstanding customer service at competitive prices. Position Summary We are looking for a motivated and customer-focused Sales Consultant to join our growing team. The ideal candidate will meet customers at their homes, understand their needs, recommend suitable window treatment solutions, prepare quotations, and close sales. This position is ideal for someone with experience in home improvement, interior design, flooring, remodeling, real estate, furniture, or in-home sales. Key Responsibilities Respond to customer inquiries and scheduled appointments. Visit customer homes for consultations. Measure windows accurately. Recommend the best products based on customer needs and budget. Prepare and present quotations. Follow up on quotations and close sales. Coordinate with the operations and installation teams. Maintain accurate customer information in the CRM. Build long-term customer relationships. Generate referrals from satisfied customers. Meet monthly sales targets while delivering an excellent customer experience. Qualifications Required Excellent communication and interpersonal skills. Strong sales and negotiation abilities. Valid driver's license and reliable transportation. Willingness to travel within the assigned territory. Comfortable using smartphones, tablets, and CRM software. Professional appearance and positive attitude. Preferred Experience selling window treatments, flooring, kitchen remodeling, roofing, solar, HVAC, furniture, or similar home improvement products. Experience with in-home consultations. Basic measuring skills. Bilingual candidates are encouraged to apply. Compensation We offer a competitive compensation package that may include: Base salary (depending on experience) Attractive commission structure Performance bonuses Mileage reimbursement (if applicable) Paid product training Career growth opportunities High-performing sales consultants have excellent earning potential based on performance. Work Schedule Full-time or Part-time Flexible schedule Evening and weekend appointments as needed Why Join Discount Buy Blinds? Growing and expanding company High-quality products with strong warranties Free consultation and installation model Continuous product and sales training Supportive team environment Opportunity for career advancement Unlimited earning potential through commissions How to Apply If you are passionate about sales, enjoy meeting customers, and want to build a rewarding career with a growing company, we'd love to hear from you. Please submit your resume along with a brief introduction describing your sales experience and why you would be a great fit for Discount Buy Blinds.

Job Title: Government Contracts & Proposal Specialist (Web, Software & App Development) About Apex Cloud Development Apex Cloud Development is a rapidly growing technology company specializing in custom websites, enterprise software, mobile applications, AI automation, cloud solutions, and digital transformation. We are expanding into the government sector and are looking for an experienced **Government Contracts & Proposal Specialist** to help us identify, pursue, and win government contracts at the federal, state, county, and municipal levels. This is not simply a proposal writing role—we are looking for someone who understands the government procurement process from beginning to end and can build a repeatable system that consistently generates qualified contract opportunities. Position Overview We are seeking a highly experienced Government Contracts Specialist who has successfully won government contracts for technology services including: * Website Development * Website Redesign * Custom Software Development * Mobile App Development * AI Solutions * Cloud Infrastructure * Cybersecurity * IT Consulting * Digital Transformation * System Modernization * Managed IT Services Your mission will be to build a repeatable pipeline of government opportunities and help Apex Cloud Development become a recognized government technology contractor. Primary Responsibilities Government Opportunity Research Identify contract opportunities across: * SAM.gov * State procurement portals * County procurement websites * City purchasing departments * School districts * Universities * Healthcare organizations * Federal agencies * Department of Defense (where applicable) * Cooperative purchasing networks * Government technology procurement sites Proposal Management * Review RFPs * Review RFQs * Review RFIs * Review Sources Sought notices * Determine bid viability * Build proposal timelines * Coordinate required documentation * Submit complete proposals before deadlines Proposal Writing Develop winning proposals including: * Executive summaries * Technical responses * Company qualifications * Past performance * Staffing plans * Project methodology * Risk mitigation * Quality assurance * Pricing support * Compliance matrices Government Registration & Compliance Assist Apex Cloud with: * SAM.gov registration * UEI management * NAICS code recommendations * PSC code recommendations * SBA certifications * Minority certifications (if applicable) * Small Business certifications * HUBZone guidance (if applicable) * State vendor registrations Pipeline Development Create a repeatable process that: * Finds new contracts daily * Filters contracts matching our services * Scores opportunities * Tracks deadlines * Organizes proposal tasks * Tracks win/loss ratios * Creates forecasting reports AI & Automation Experience (Preferred) We are particularly interested in candidates who can automate the government bidding process using AI. * AI contract opportunity monitoring * AI proposal drafting * AI compliance checking * AI document organization * AI deadline tracking * AI opportunity scoring * Workflow automation (n8n, Make.com, Zapier) * CRM integration * Proposal knowledge base creation Required Experience Applicants should have demonstrated success with: * Winning government contracts * Government proposal writing * Technology industry contracts * IT procurement * Software procurement * Website procurement * App development procurement * AI technology proposals * Vendor registrations * Compliance documentation Preferred Skills Experience with: * GovWin * SAM.gov * Deltek * GovTribe * BidNet * Bonfire * Ion Wave * Periscope Holdings * PlanetBids * DemandStar * OpenGov Procurement * Jaggaer * Ariba * Microsoft Office * Google Workspace * AI tools (ChatGPT, Claude, Gemini) Ideal Candidate * Won multiple government contracts * Understand procurement regulations * Can identify high-probability opportunities * Know how to write persuasive proposals * Can organize complex deadlines * Have exceptional attention to detail * Are proactive and results-driven Deliverables (First 90 Days) We expect the successful candidate to help build a complete government contracting system, including: * Government opportunity tracking dashboard * Daily opportunity reports * Proposal templates * Compliance document library * Past performance database * Proposal writing process * Submission checklist * CRM integration * Win/loss reporting * Opportunity scoring model * Automated notifications for new RFPs * AI-assisted proposal workflow What Success Looks Like Within the first few months, we'd like to have: * Apex Cloud registered across all relevant procurement portals * A steady pipeline of qualified government opportunities * Multiple proposals submitted each month * Standardized proposal templates and documentation * AI-assisted workflows that reduce proposal preparation time * Initial contract awards and a scalable government contracting process When Applying, Please Include * Number of government contracts you've helped win * Total dollar value of awarded contracts * Industries you've worked in * Federal, state, or local procurement experience * Technology-related proposals you've written * Examples of successful proposals (redacted if necessary) * Proposal win rate (if known) * Certifications or training related to government contracting * Experience with AI or automation tools used in proposal development Position Details Company: Apex Cloud Development Location: Remote Employment Type: Contract / Freelance (with potential for long-term engagement) Compensation: Competitive, based on experience and results Our Goal We're looking for a long-term strategic partner who can build and manage a scalable government contracting program for Apex Cloud Development. Beyond responding to bids, we want someone who can establish repeatable systems, leverage AI to streamline proposal creation, and help position the company as a trusted provider of websites, custom software, mobile applications, AI solutions, and digital transformation services to government agencies across the United States.

Company Description sojo provides amenities for vacation rentals — but we're not just a product company. We're the vacation rental industry's first amenity automation platform, and a B2B SaaS company operating at the intersection of product, tech, and logistics. We connect directly to property managers' reservation calendars to automate guest amenity delivery — think welcome bundles, toiletry kits, custom-branded coffee packaging, and snack bags waiting for guests when they walk through the door. We handle everything from sourcing products to custom packaging design to making sure the right products are packed and shipped on time for every single reservation. Role Description We're looking for an SEO expert who knows Shopify well and can help us improve organic visibility, fix technical issues, and build a keyword strategy that actually moves the needle. This role is a great fit for someone who works from data, communicates clearly, and can translate an audit into a prioritized action list a non-SEO team can actually execute on. We're currently running paid search campaigns and starting to gather strong search term data — you'll have that intel to inform your organic strategy from day one. *A note on our team: We're currently building out a small roster of freelance talent — including a Shopify Landing Page Designer/Developer and a Copywriter. If you work within a team or have a trusted network across these disciplines, we'd love to know. Here's what you'll be working on: - Technical SEO Audit. Identify and prioritize gaps across our Shopify site — page speed, metadata, structured data, crawlability, redirects. - On-Page Optimization. Meta title review across all pages, headings, internal linking, schema — the fundamentals done right. - Keyword & Content Strategy. Research and prioritize keywords aligned to our ICP and funnel; brief our content team on opportunities. - Blog & Case Study Optimization. Audit and optimize existing blog posts and case studies, and set up an ongoing optimization process for new case studies as we publish them. We're currently using Avada SEO & AI Blog — we'd love your take on whether it's the right tool for us and how to get more out of it (or what we should be using instead). - Ongoing Strategy & Reporting. Track performance, flag wins and gaps, and keep our team informed without drowning us in dashboards. - AI Search Strategy. Help us show up where leads are searching — including AI-powered tools like ChatGPT, Perplexity, and Google's AI Overviews. What We're Looking For - Shopify SEO fluency — you know what's fixable in-platform vs. what needs a developer. - Comfortable with crawl tools, Core Web Vitals, structured data, and Search Console. - Able to turn findings into clear, prioritized recommendations a marketing team can act on. - Strong communicator — we're not SEO experts, and we need a partner who can bridge that gap. - Bonus: Familiarity with HubSpot (our CRM and blog platform). - Responsive, reliable, and able to act quickly. - Familiarity with Notion and Slack a plus. To Apply Share examples of past SEO work (before/after metrics are always welcome), the tools you rely on, and your rate and availability.

About the Role We're a Durable Medical Equipment (DME) and pharmacy group looking for a skilled Power Automate Engineer to design and build process automation across order processing, claims, billing, and patient intake. This starts as an hourly engagement to confirm fit and scope — for the right person, it grows into an ongoing retainer with steady, recurring work. Because this role touches Protected Health Information (PHI), you'll be required to sign a Business Associate Agreement (BAA) and work within strict HIPAA guardrails. What You'll Do - Design, build, and deploy Power Automate workflows that streamline order processing, claims management, billing, and patient intake - Integrate Power Automate with Microsoft 365 (SharePoint, Teams, Power BI) and third-party systems — EHRs, CRMs, billing platforms, and storage tools - Build workflows that meet HIPAA security and privacy standards by design, not as an afterthought - Partner with internal stakeholders to spot automation opportunities and process bottlenecks - Troubleshoot and repair existing automations when things break - Keep clear documentation of workflows and compliance measures for audit purposes What You Bring - 3+ years hands-on with Power Automate, Power Apps, and the Microsoft 365 stack - Experience with APIs, custom connectors, SQL, JSON, and REST for data integration - Comfort integrating with EHRs, billing systems, or CRMs - Working knowledge of HIPAA compliance as it applies to automated PHI workflows - Strong independent troubleshooting skills — you can diagnose and fix, not just build - Clear communicator who documents as they go; comfortable async on Slack and live on Teams Nice to Have - Prior experience in a DME or healthcare setting - Familiarity with Brightree, Bonafide, NikoHealth, or similar DME billing/ERP systems - Power BI reporting experience - Understanding of claims processing and reimbursement workflows Why This Role You'll be automating real operational pain points for a growing healthcare business — not busywork. If you're looking for a long-term technical partner relationship rather than a one-off gig, this is built to become that.

# Google Ads Expert Needed for Local Service Business (Management, Optimization & Conversion Tracking) I'm looking for an experienced Google Ads specialist to take over and manage our Google Ads account for a growing local service business. We previously worked with a Google Ads manager, but communication was extremely limited. We received almost no updates, reports, or explanations of what was being done to improve performance. I'm looking for someone who takes a much more proactive approach. ### About Our Business We are a custom metal fabrication and mobile welding company serving the Lehigh Valley and surrounding areas. We specialize in: * Custom railings * Mobile welding * Structural steel fabrication * Aluminum & stainless welding * Commercial and residential metal fabrication Our goal is to generate qualified local leads—not online product sales. ### What I'm Looking For I'm looking for someone who can take ownership of our Google Ads account and continually optimize it for better lead quality and ROI. Responsibilities include: * Ongoing Google Ads management and optimization * Keyword research and expansion * Search term optimization * Negative keyword management * Bid strategy optimization * Ad copy testing and improvement * Landing page recommendations (if needed) * Budget management * Competitor analysis * Local service targeting ### Conversion Tracking (Very Important) One of my biggest priorities is getting accurate tracking in place. I don't just want to know how many phone calls we receive. I want to track: * Calls generated from Google Ads * Which calls become actual customers * Which leads turn into paying jobs * Website form submissions * Quote requests * Contact form completions * Email inquiries * Website traffic generated from Google Ads * Cost per qualified lead * Cost per booked job (where possible) If additional setup is needed (Google Tag Manager, GA4, call tracking, conversion imports, CRM integration, etc.), I'd like your help implementing it correctly. ### Communication Expectations This is extremely important to me. I'm **not** looking to manage the account myself. I want to hire someone I can trust to run it. However, I do expect consistent communication. Ideally: * Monthly performance reports * A monthly phone or Zoom call (15–30 minutes) * Clear explanations of what changed, why it changed, and what results we're seeing * Recommendations for continued improvement I never want to wonder what's happening with my advertising. ### Experience Required Please apply only if you have experience with: * Google Ads for local service businesses * Lead generation campaigns * Conversion tracking * GA4 * Google Tag Manager * Call tracking * ROI optimization Bonus points if you've worked with contractors, construction companies, fabrication shops, welding companies, or other home/commercial service businesses. ### Budget I'm flexible on management fees and more interested in long-term ROI than finding the cheapest option. When applying, please include: * Examples of local service businesses you've managed * Typical results you've achieved * Your reporting process * How you handle communication with clients * Any certifications or relevant experience I'm looking for a long-term partner who can continuously improve our campaigns and help generate more qualified local leads while providing transparent communication and measurable results.

We are seeking a skilled HubSpot Systems Architect & Developer to design, implement, and maintain our HubSpot ecosystem. The role involves creating scalable system architecture, developing custom integrations, and ensuring smooth operations across marketing, sales, and customer service workflows. You will collaborate with stakeholders to align technical solutions with business goals, troubleshoot issues, and support ongoing system improvements. Experience with HubSpot development, integration, and system architecture is essential for this full-time, long-term opportunity.

We're hiring a sharp, detail-oriented Sales Assistant to manage our inbound sales pipeline end-to-end. Our inbound flow has outgrown what the founder can manage solo, and we need someone to own the sales process from first inquiry through booked sales call, with proposal creation in between. You will report directly to the Founder & CEO. What You'll Do: Manage all incoming sales prescreening inquiries as they arrive. Qualify leads, respond promptly, and qualify whether they're a fit before they reach the founder's calendar. Enter and maintain all prospect data in Pipedrive. Keep the CRM clean, current, and properly tagged so the pipeline reflects reality at any moment. Build proposals using our existing templates and Qwilr links- these are already pre built so simple areas to fill in and send. You'll customize scope documents, target media outlet lists, and sales emails based on sales call transcripts and prospect intake forms. Prescreen prospects via email and short intro calls. Confirm budget, timing, vertical fit, and decision-making authority before booking a discovery call with the founder. Schedule and confirm sales calls. Send calendar invites, prep materials, and reminders. Run sales follow-up sequences. Track proposal expiration dates, send check-ins, nudge stalled deals, and keep momentum on every open opportunity. You're a Fit If You Have: Direct experience as a sales coordinator, SDR, or sales assistant, ideally in a service-based business (agency, consulting, professional services). Pipedrive proficiency. You know how to set up pipelines, custom fields, automations, and reporting without needing hand-holding. Strong written communication. Your emails sound professional and editorial, not transactional or robotic. You can match a brand voice. The ability to read a sales transcript and pull out the relevant facts to customize a proposal. Excellent organizational instincts. Nothing falls through the cracks on your watch. Availability during US Eastern Time business hours for real-time inbound response. Tools You'll Be Working In: Pipedrive, Qwilr, Google Workspace, Calendly (or similar), and our internal proposal template library. Engagement Details: Part-time to start with potential to expand. Hourly rate negotiable based on experience. Long-term ongoing role for the right person. We're looking for someone who wants to grow with us, not a one-off project hire. To Apply: Send a brief note describing your most relevant sales support experience, your Pipedrive comfort level, and your time zone. Please also include one example of a sales follow-up email you've written. Generic applications will not be reviewed.

Salesforce Administrator & Experience Cloud Consultant (Sales Cloud | Experience Cloud | UI/UX | US Only) Project Overview We are a growing RevOps consulting firm seeking an experienced Salesforce Administrator with deep Experience Cloud implementation experience to support a client Salesforce implementation. This is not a simple admin role. We are looking for someone who understands how to build a clean, scalable Salesforce environment while also creating an intuitive, modern self-service customer portal using Salesforce Experience Cloud. The ideal candidate is equally comfortable configuring Salesforce, building automation, and making Experience Cloud sites look polished and professional. This project has the potential to turn into an ongoing relationship for future Salesforce implementations. Responsibilities Salesforce Administration Configure and administer Salesforce Sales Cloud Create and maintain custom objects, fields, page layouts, record types, validation rules, and permission sets Build Flow automations Create reports and dashboards User management and security configuration Data imports, deduplication, and data quality Sandbox management and deployments Assist with release management and testing Experience Cloud Build and configure a customer self-service portal using Salesforce Experience Cloud Design a modern, professional user experience Customize pages using Experience Builder Configure navigation, branding, page layouts, and components Build responsive experiences that work well on desktop and mobile Configure authentication, user access, and sharing Recommend UX improvements and best practices Integration Support Experience working alongside integrations is preferred. Examples include: NetSuite Marketing automation platforms Email systems Document generation Other third-party applications Qualifications Required 5+ years Salesforce Administration experience Salesforce Administrator Certification Multiple Experience Cloud implementations Strong Flow experience Excellent understanding of Salesforce security model Experience with custom objects and automation Strong reporting/dashboard experience Experience working directly with business stakeholders Excellent English communication skills Strongly Preferred Experience Cloud Consultant Certification Salesforce Advanced Administrator Certification Basic web development skills (HTML/CSS/JavaScript) UI/UX experience Lightning Web Components (nice to have) Salesforce CPQ exposure (nice to have) NetSuite integration experience RevOps or Sales Operations experience Ideal Candidate You're someone who doesn't simply build what you're told—you make recommendations. You understand: Good user experience Clean Salesforce architecture Long-term scalability Business processes Customer portal design You enjoy working directly with consultants and business leaders to design solutions, not just configure Salesforce. Current Project The first engagement includes building a customer ordering portal for a medical device company. Work includes: Experience Cloud implementation Customer authentication Product catalog Order submission experience Salesforce automation Integration support with NetSuite Ongoing Salesforce administration Please Include With Your Proposal A brief summary of your Salesforce experience Your Salesforce certifications Links or screenshots of Experience Cloud sites you've built (if permitted) Describe the most complex Experience Cloud implementation you've completed. Have you integrated Salesforce with an ERP such as NetSuite? Have you customized Experience Cloud using HTML, CSS, JavaScript, or Lightning Web Components? What is your availability over the next 2–3 months? Are you located in the United States? Project Details Experience Level: Expert Location: United States preferred Hours: 5-10 hours/week initially Project Length: 2–3 months with strong potential for ongoing work Start: Immediate What We're Looking For We value consultants who: Take ownership and make thoughtful recommendations. Build scalable, maintainable Salesforce solutions. Have an eye for clean, intuitive design—not just technical configuration. Communicate proactively and work well with clients. Can balance hands-on Salesforce administration with creating a polished customer experience. This is an opportunity to become a trusted Salesforce implementation partner for a growing RevOps consulting practice, with the potential to support multiple client engagements over time.

Senior Full-Stack Developer — WordPress, Web Ops & Workflow Automation Tax Relief Helpers helps individuals and businesses resolve tax debt and IRS issues. Our websites are the front door of our business — they drive our lead generation and run our paid and organic marketing. We're looking for a senior developer to own that web stack end to end and help us tighten the operations behind it. This is a full-time (~40 hrs/week), ongoing, remote role with real autonomy. We want someone who can diagnose problems, propose solutions, and ship them without heavy supervision. WHAT YOU'LL DO Own our WordPress sites (on WP Engine): keep them fast, secure, and up to date — themes, plugins, updates, backups, performance. Build responsive landing pages and site sections that convert visitors into leads, and run A/B tests to improve them. Own conversion tracking and integrations: Google Analytics 4, Google Tag Manager, ad pixels (Google, Meta, Microsoft), call tracking, and form-to-CRM connections. Evaluate our workflows: audit how work moves through our tools, document it, and automate the manual, repetitive steps. Protect the stack: secure forms, SSL, access controls, and reliable backups for sensitive customer data. Support technical SEO: Core Web Vitals, page speed, structured data/schema, clean markup. REQUIRED SKILLS (please only apply if you can show real work in each) 7+ years building and maintaining production WordPress sites — child themes, plugins, PHP, page builders (Elementor and/or Gutenberg). WP Engine a strong plus. Solid HTML5, CSS3, JavaScript (ES6+), PHP, MySQL, and REST APIs. Proven track record building responsive, high-converting landing pages and running A/B tests. Hands-on with GA4, Google Tag Manager, and conversion tracking/pixels for Google, Meta, and Microsoft ads. Experience connecting forms and web apps to CRMs via APIs, webhooks, or Zapier/Make, and scripting automations (JavaScript/Node or Python). Secure handling of sensitive/PII data, SSL, and least-privilege access. Git version control and a disciplined staging-to-production workflow. Technical SEO fundamentals (Yoast familiarity a plus). NICE TO HAVE Experience in lead-generation, financial services, or a tax/legal business. Modern JS framework (React), headless WordPress, or custom API development. Basic DevOps — monitoring, uptime alerts, CDN configuration. HOW TO APPLY In your proposal, please answer these and include links to 2–3 sites you've built or manage (proposals without work samples won't be considered): Which WordPress sites have you built or managed (ideally on WP Engine or similar)? Share links. Describe a manual workflow you automated — what tools did you use, and what was the result? How do you approach conversion tracking and analytics for a lead-gen website? How would you spend your first two weeks auditing our sites and workflows? What's your weekly availability, timezone, and expected rate? Rate: $60-$80/hr depending on experience

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