AI Automations Specialist
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Job Description
AI automation specialist building workflows while managing administrative, client-facing, social media, and concierge travel operations. Supporting a Phoenix-based advisor remotely.
Responsibilities:
- Handle inbound and outbound customer and sales calls
- Represent the client professionally in calls and written communication
- Manage day-to-day correspondence
- Manage and proactively organize email and calendar through Google Workspace
- Own recurring administrative tasks and anticipate client needs
- Conduct business and company research
- Build and maintain prospect and lead lists
- Run Mixmax email campaigns and support pipeline tracking
- Manage and grow social media presence across LinkedIn, X/Twitter, and Instagram
- Build and maintain AI-powered agents and workflows to streamline recurring tasks
- Identify opportunities to improve administrative, research, and communication workflows with AI
- Introduce new AI tools and techniques
- Plan complex travel itineraries using points, rewards, and travel-hacking strategies
- Handle end-to-end travel arrangements and proactively troubleshoot changes
- Act as a trusted travel concierge
Requirements:
- Proven experience building or using AI agents/workflows with tools such as ChatGPT, Claude, Codex, Grok, or similar
- Knowledge in travel concierge planning, including points, rewards, and complex travel planning
- Executive/administrative support background, including Google Workspace email and calendar management
- Hands-on AI agent/workflow building
- Google Workspace mastery: Gmail, Calendar, Docs, and Sheets
- Experience with email marketing/campaign tools such as Mixmax; HubSpot familiarity is a plus
- Social media management across LinkedIn, X/Twitter, and Instagram
- Comfort with phone-based customer/sales software
- Confident, persuasive, and engaging communication
- Proactive, self-directed, detail-oriented, highly organized, adaptable, and resourceful
- Computer with at least 8GB RAM and Intel i5 or AMD Ryzen 5 processor or higher
- Internet speed of at least 40MBPS
- Headset with extended noise-cancelling microphone and webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
- Must provide own computer with Intel Core i5 or similar or higher
- Reliable internet connection
Benefits:
- No benefits package included
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