Key Responsibilities

• Operations & Process Improvement - Audit and optimize workflows across client onboarding, service delivery, and internal operations; develop and document SOPs to support scalability; implement automation using AI tools (e.g., ChatGPT, Zapier, Make); and improve hiring, onboarding, and team management processes.

• Growth & Revenue - Plan and execute marketing campaigns across email, social media, and outreach; manage and update the company website (content, SEO, performance); handle inbound leads and conduct sales calls through closing; identify upsell opportunities to expand client services; and explore new services, partnerships, and market opportunities.

• Strategy & Business Support - Support business planning, expansion, and profitability initiatives; Provide data-driven insights on pricing, operations, and resource allocation; Act as a strategic partner to the Owner on key decisions
  
  Essential Skills

• Experience supporting or scaling a small business

• Strong background in operations + marketing

• Comfortable using AI tools to solve real business problems

• Confident communicator (written + verbal)

• Highly organized and able to manage multiple priorities
  
  Preferred:

• Background in bookkeeping, accounting, or financial services

• Experience with tools like QuickBooks, Monday.com, Google Workspace, or DocuSign

• Experience in SOP development, process design, or operational consulting
  
  Please note: This job post does not guarantee immediate client onboarding. Once you successfully complete the full recruitment process, your profile will be added to our talent pool for future client placements that match your qualifications and experience.