Investigator Support Services (ISS) partners with clinical research sites, healthcare organizations, Sponsors, and CROs across North America to support clinical trial feasibility and site identification initiatives. We are seeking a highly technical B2B Email Marketing Automation Technician to support outbound campaign execution, CRM workflows, list operations, and marketing systems management. This is a hands-on execution role for an independent contractor/freelancer. We are looking for someone who can build, manage, troubleshoot, and optimize campaigns and data workflows — not a marketing strategist or copywriter. Contract Details * Remote * Long-term opportunity * Approximately 10–15 hours/week * Flexible schedule with reliable availability Key Responsibilities Email Marketing & Campaign Operations * Build, launch, monitor, and optimize B2B outbound email campaigns * Configure workflows, sequencing, personalization, triggers, and A/B testing * Monitor deliverability, reply rates, engagement, and campaign performance * Troubleshoot automation, workflow, and syncing issues across platforms * Maintain organized and scalable campaign infrastructure CRM, Automation & Systems Management * Manage CRM workflows, lead routing, tagging, segmentation, and automation * Maintain integrations between CRM, outreach, enrichment, and marketing systems * Identify and resolve syncing issues, workflow failures, and data inconsistencies * Maintain clean CRM architecture and campaign-ready datasets List Development & Data Operations * Source and build targeted prospect lists within clinical research and life sciences * Segment, clean, validate, enrich, normalize, and deduplicate prospect databases * Prepare campaign-ready datasets and manage large CSV/spreadsheet files with high accuracy * Maintain strong data hygiene and operational consistency Required Qualifications * 3–5+ years of hands-on experience in: * B2B email marketing operations * Marketing automation * CRM management * Campaign execution * Data operations * Advanced technical/data skills required: * Advanced Microsoft Excel * Power Query * Data cleaning, merging, normalization, and deduplication * Large CSV/spreadsheet management * Advanced sorting, filtering, segmentation, and lookup functions * Pivot Tables, Power Pivot, and Power BI Preferred Experience * Clinical research, CRO, life sciences, biotech, healthcare, or pharmaceutical industry experience strongly preferred * Experience working with complex B2B prospect databases and outbound workflows * Strong troubleshooting and systems-thinking mindset * Detail-oriented and highly organized Ideal Candidate We are looking for someone who is: * Highly technical and execution-focused * Comfortable working independently * Proactive and resourceful * Extremely detail-oriented * Able to manage multiple moving parts without heavy oversight Please include: * Relevant platforms/systems you’ve worked with * Examples of outbound campaign or CRM workflow experience * Experience with large dataset cleanup and segmentation * Availability (hours/week)

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

Hello, I'm looking for an experienced automation engineer or systems integrator to build a cloud-based automated messaging system for our restaurant operations. We operate 10 restaurant locations with approximately 40 Motorola TLK 25 radios using WAVE PTX. The goal is to use Radio.co to schedule already created operational voice mp3 reminders (opening procedures, food safety checks, labor reviews, closing tasks, etc.) and automatically broadcast those messages to designated WAVE PTX talk groups. The proposed solution would utilize: * Radio.co for scheduling and audio content * Azure Windows VM as a dedicated cloud-hosted dispatch workstation * WAVE PTX Dispatch for radio communications * Virtual audio routing and PTT automation to transmit scheduled messages to Motorola TLK 25 devices We're looking for someone who can design, deploy, test, and document the complete solution, including Azure configuration, audio routing, automation, monitoring, and scalability for future growth. If you have experience with cloud infrastructure, automation, streaming audio, dispatch systems, or Motorola WAVE PTX, please let me know how you would approach this project. We have a clear vision and proposed architecture for this project and are looking for a skilled developer to help execute, validate, and deploy it. The objective is to create a cloud-based automated messaging system that uses Radio.co for scheduled voice reminders and broadcasts those messages to Motorola TLK 25 radios through WAVE PTX Dispatch. We anticipate utilizing an Azure Windows VM, virtual audio routing, and automated Push-to-Talk activation to create a reliable, scalable solution for restaurant operations. At this stage, we need a technical expert who can review our proposed workflow, identify any improvements or challenges, and then build, test, document, and deploy the solution. The ideal candidate has experience with cloud infrastructure, automation, audio streaming, browser automation, dispatch systems, or Motorola WAVE PTX. We value practical execution and problem-solving and are looking for someone who can take an existing concept and turn it into a production-ready system.

We are seeking a GoHighLevel Automation Specialist with deep expertise in GHL’s native functions. The ideal candidate will have hands-on experience designing, building, and optimizing automated workflows and strategies within the GHL platform. Responsibilities include onboarding new clients, optimizing Snapshots, developing conversation flows, integrating automation with pipelines and calendars, and ensuring smooth handoffs. Some Key Responsibilities: - Onboarding client accounts - Workflow Creation & Optimization - Review and clean up existing workflows to improve efficiency, functionality, and organization Automation & Integration - Ensure proper automation with correct triggers and actions - Integrate various tools and services within HighLevel for seamless operations Ongoing Support - Provide maintenance and updates for workflows as needed - Troubleshoot issues or bugs related to workflows and automations Requirements: Must Have: - Strong understanding of automation and CRM integration within HighLevel - Detail-oriented with proven ability to organize and optimize complex workflows - Excellent communication and proactive problem-solving skills Nice to Have: - Knowledge of advanced automation tools or API integrations in HighLevel

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.

We are looking for a developer who speaks Spanish expert GoHighLevel (GHL) developer and automation specialist to build and maintain a premium "Dental Patient Rescue System" for high-ticket dental clinics in the US market. This is a long-term contract on a per-project basis. We close the clients; you deploy the technical infrastructure. Everything must be structured into a clean, clonable Snapshot for rapid deployment. The system consists of 3 core components that you must be able to build perfectly: 1. Missed Call Text Back with Conversational AI: Advanced GHL workflows with business vs. off-hours logic that triggers an AI SMS conversation to pre-qualify and book patients. 2. 24/7 Voice AI Receptionist: Integration of Vapi or Bland.ai with GHL to handle after-hours or busy-line emergency calls. The Voice AI must be capable of checking calendar availability in real-time and booking the appointment directly via GHL API. 3. Database Reactivation: Setting up drip/batch campaigns in GHL to reactivate old/cold leads safely without triggering carrier spam filters. Mandatory Requirements: .Proven experience with GHL sub-accounts, workflow logic, custom fields, and API integrations. .Deep understanding of US compliance: A2P 10DLC Campaign Registration, opt-in forms, and privacy policy setup to ensure high SMS deliverability. .Ability to deliver a 100% tested, working environment including phone number routing and A2P submission tracking. To Apply: Please reply with the word "SYSTEM" at the very beginning of your proposal so I know you read the whole post. Briefly describe your experience integrating Voice AI (Vapi/Bland.ai) with GoHighLevel and your success rate with A2P 10DLC approvals.

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

Dear Universe, Please send me someone who can automate our workflows. Someone who looks at our WordPress, WooCommerce, HubSpot, Monday, and Make stack and just... knows what needs to happen. Because God knows I've been through the manual emails, the spreadsheet hell, the constant back-and-forth with clients on onboarding, the processes that should've been automated months ago, and dealing with people who are wishy-washy about their commitment. Look, I'm really good with people, I'm good at design, I'm good at ideas... but holding all the mental load of architecting workflows and automation systems? That's not my thing. There's gotta be somebody out there with a really smart, healthy, analytical brain who can help me plan it right, diagram it properly, and architect this like an adult. Someone who does it right the first time. I need a workflows engineer who gets it, someone who can build a client-facing dashboard so our onboarding process runs itself, without me sending a single manual email. If you think you're a good fit, answer as if you're The Universe responding to my plea. Let me know why you're the one, and I'll know you actually read this. Thanks, Universe. Let's see what you got.

I am looking for an experienced Make.com automation/integration specialist with strong QuickBooks Online experience to build and complete a TrackOps to QuickBooks Online integration for my three businesses. This is not a simple “push an invoice from one system to another” project. The integration needs to handle real accounting workflows accurately across three separate companies using one centralized Make environment, with each company maintaining its own isolated TrackOps and QuickBooks Online account. I have already gone through unsuccessful contractor attempts on this project, so I want to be very clear up front: I am looking for someone who can actually build, test, and demonstrate working functionality in my environment - not someone who can only write a polished proposal. ________________________________________ Business / System Environment You will be working with three separate operating companies: • Megalodon Executive Protection Firm, LLC (EP) • Megalodon Private Investigations Firm, PLLC (PI) • Megalodon Regulatory Advisory Firm, PLLC (RA) Each company has: • its own TrackOps account • its own QuickBooks Online account The integration will be built in one centralized Make environment, but all company data must remain fully isolated by entity, with no crossover between businesses. TrackOps is my operational system of record for: • cases / jobs • customers / clients • invoices • time tracking / hours • mileage / expenses QuickBooks Online is my accounting system of record. The goal is for TrackOps activity to flow into QuickBooks Online with proper accounting treatment and minimal manual re-entry, while preserving clean books and reliable reporting. ________________________________________ Scope of Work I want this project structured into fixed-price milestones that align with the phases of work. A proposed structure is below, but I am open to reasonable adjustments if the contractor has a better recommendation. Milestone 1 – Discovery, Audit, and Foundation • Audit any existing Make scenarios / prior contractor work and document what is reusable versus what should be rebuilt • Review TrackOps API and webhook coverage for all required objects • Review and validate QuickBooks Online chart of accounts, products/services, classes, and other mapping structure relevant to the integration • Review my existing account mapping and identify any structural issues that need to be addressed before the build proceeds • Establish customer sync from TrackOps to QuickBooks Online • Implement duplicate prevention and standardized naming logic Milestone 2 – Core Invoicing, Payments, and Retainers • TrackOps invoices flowing into QuickBooks Online • Correct service / product mapping • Sales tax handling at the invoice line-item level • Payment recording and application to the correct invoice • Retainer handling logic: o retainer receipts booked properly o retainers applied against invoices---in TrackOps---as work is performed o clean accounting treatment in QBO Milestone 3 – Expense / Reimbursement Accounting • Client reimbursable expenses flowing correctly into QuickBooks Online • Administrative fee / markup logic where applicable • Mileage handling from TrackOps into QuickBooks Online • Travel / transportation reimbursement scenarios • Credit memos, debit memos, refunds, and related accounting treatment • Proper payable / reimbursement treatment for contractors or employees Milestone 4 – Profitability, Classification, and Delivery Logic • Case / engagement ID flow into a QuickBooks Online project field • Class / department mapping where appropriate • Product and service mapping refinement • Invoice delivery / emailing logic if included in the final design • Any related workflow needed to support cleaner engagement-level profitability reporting Milestone 5 – Payroll / Time Tracking / Contractor Payment Integration This phase is very important and needs to be approached carefully. TrackOps has a time tracking feature that captures hours by worker. I need the contractor to determine the maximum extent to which TrackOps time can be pushed into QuickBooks Online payroll-related workflows and records. I understand that QuickBooks Online does not permit outside developers to fully automate the final payroll run itself. I am not expecting a fully hands-off payroll run if Intuit’s restrictions do not allow it. However, I do expect this portion of the project to be taken as far as it can reasonably go. The goal of this phase is to automate as much of the payroll preparation workflow as possible, including where feasible: • TrackOps time flowing into QuickBooks Online payroll-related records, hours, or staging data • Worker-level time mapping by employee and/or contractor • Support for hourly payroll workflows to the maximum extent QuickBooks Online allows • Any feasible employee / contractor sync elements between TrackOps and QuickBooks Online • Any feasible support for workers compensation code mapping • Any feasible support for contractor / 1099 payment workflows • Clear identification of what can be automated versus what must remain manual due to Intuit limitations The final payroll run inside QuickBooks Online may remain a manual step, but the integration should be designed so that payroll preparation is automated as far as QuickBooks allows. I also want test runs performed during this phase so the payroll-related functionality can be verified. If something is not possible because of Intuit restrictions, I want that documented clearly, along with the maximum automatable portion and the manual procedure required to complete the payroll process. I do not want anyone overpromising payroll automation that QuickBooks Online will not allow. I do want this portion of the build pushed as far as it can reasonably go and verified with testing. Milestone 6 – Replication to PI and RA Once the Executive Protection build is functioning correctly, replicate the completed build to: • Megalodon Private Investigations Firm, PLLC • Megalodon Regulatory Advisory Firm, PLLC This includes: • adjusting services, accounts, and workflow logic as needed for each entity • maintaining full isolation of data and workflows between all three businesses • validating that each replicated build functions correctly in its own environment Milestone 7 – Testing, Error Handling, Documentation, and Handoff • End-to-end testing across all scenarios • Error handling and failure alerts so issues do not silently fail • Written documentation / runbook • Loom walkthrough or live walkthrough of the final system • Explanation of how to maintain the system and understand failures • Final handoff only after the system is functioning and verified ________________________________________ Required Skills / Experience Please do not apply unless you have real experience with the following: • Make.com automation builds • QuickBooks Online integrations • Accounting-aware workflow design, not just general automation • Invoices, payments, retainers, reimbursements, credits/refunds • Multi-step field mapping and debugging • API/webhook-based integration work • Multi-company / multi-account workflow organization Strong preference if you have experience with: • service businesses • legal / investigations / field services / case management style workflows • profitability / project / class tracking in QBO • payroll-related QBO integration limitations ________________________________________ Deliverables I expect the contractor to deliver working functionality, not just recommendations. That means: • functioning Make scenarios in my environment • correct mapping and accounting treatment • testing and proof of function • clear documentation of what was built, what is partially automated, and what remains manual due to platform limitations • professional communication throughout the project ________________________________________ Critical Milestone Verification Requirement This is extremely important. No milestone will be considered complete until the contractor demonstrates the work live and I verify that the milestone deliverables are functioning in my actual environment. For each milestone, I will require: 1. A live walkthrough / demonstration of the functionality 2. Proof of the actual Make scenarios and workflow logic 3. Proof that the workflow works in my environment 4. My confirmation that the milestone deliverables for that milestone have been satisfied Milestone payment will only be released after verification and acceptance. If you are uncomfortable with that, please do not apply. ________________________________________ Communication Expectations I value direct, professional communication. I do not need constant meetings, but I do need: • acknowledgment of questions • status updates when something is blocked • honesty if something is not possible • no disappearing • no vague milestone claims without proof If there is a technical limitation, I want it surfaced early and clearly. ________________________________________ Prior Contractor Experience / Expectations Going Forward I want to be transparent about why I am being very specific about communication and milestone verification. I have already had two unsuccessful contractor attempts on this project. In one case, the contractor struggled to communicate clearly and directly about the work. I made multiple requests during the engagement that every question I asked be answered clearly, directly, and in a timely manner. Even after I raised that issue more than once, I still was not getting clear answers to straightforward questions about project status, functionality, and next steps. Because communication and responsiveness are essential on a project like this, I ended that engagement. In another case, a contractor submitted a milestone payment request claiming a milestone was complete, but when I attempted to verify the work through a live walkthrough and demonstration, the contractor could not clearly demonstrate that the functionality had actually been built and working in my environment. That engagement was also terminated. I am not including this to be dramatic or difficult. I am including it so expectations are completely clear from the beginning. For this project, I need a contractor who can do all of the following consistently: • answer questions clearly, directly, and in a timely manner • communicate honestly about what is done, what is not done, and what is blocked • demonstrate completed work live before requesting milestone payment • surface technical limitations early instead of overpromising or avoiding direct answers If your communication style is vague, delayed, or indirect, or if you are not comfortable demonstrating completed work before requesting payment, then this project is probably not a good fit. ________________________________________ Proposal Instructions If you apply, please include the following: 1. A short explanation of your experience with Make.com and QuickBooks Online integrations 2. Your recommended milestone pricing for the milestone structure above ________________________________________ Budget / Engagement Structure I am open to fixed-price milestone proposals for the full project. I prefer to structure the engagement in multiple milestones rather than one large payment. I am open to contractors proposing their own pricing by milestone, but I want the proposal structured around the milestone framework above or a clearly justified alternative.

I recently moved from Fran Connect to HubSpot as my CRM. I used my ad agency to manage the migration. They were using Zapier to get all my leads to parse into HubSpot. I parted ways with them in May and they pulled Zapier and I lost my ability to get leads to parse into HubSpot properly.