AI Automations Specialist - Freelance, Remote

About the Client
Our client is a busy personal and professional advisor based in Phoenix, Arizona, seeking dedicated remote support to manage the operational and administrative backbone of their business. They value proactive, self-directed team members who can anticipate needs and represent them professionally in both business and personal matters. This is an opportunity to become a true right hand to an entrepreneur who is actively investing in building out a high-performing support team.

Why does this role exist?

This role exists because our client needs a strategic partner — not just a task-taker — to take full ownership of their administrative, communication, and travel operations so they can focus on higher-value work. The client is looking to close a specific gap: someone who combines polished, confident communication (including running sales and customer calls) with genuine, hands-on fluency in AI tools and automation, plus specialized expertise in travel hacking and concierge-level trip planning. Ultimately, this hire should reduce the client's day-to-day operational load while proactively finding smarter, faster ways to get things done using AI.

The Impact you’ll make

Communication Client-Facing Support

- Handle inbound and outbound customer/sales calls with confidence and professionalism

- Represent the client persuasively and accurately in calls and written communication

- Manage day-to-day correspondence, ensuring nothing falls through the cracks

Executive Administrative Support

- Manage email and calendar via Google Workspace, prioritizing and organizing proactively

- Take ownership of recurring admin tasks without needing step-by-step direction

- Anticipate the client's needs and act ahead of requests

Research, Prospecting Growth Support

- Conduct business and company research to support decision-making

- Build and maintain prospect/lead lists

- Run email campaigns through Mixmax and support pipeline tracking (HubSpot a plus)

- Manage and grow social media presence across LinkedIn, X/Twitter, and Instagram

AI Automation Workflow Optimization

- Build and maintain AI-powered agents/workflows (using tools such as ChatGPT, Claude, Codex, Grok, etc.) to streamline recurring tasks

- Identify opportunities across admin, research, and communication workflows where AI can save time or improve output

- Continuously bring new AI tools/techniques to the role rather than relying on static processes

Travel Planning Concierge Services

- Plan complex travel itineraries, leveraging points, rewards, and travel-hacking strategies to maximize value

- Handle end-to-end travel arrangements and troubleshoot changes proactively

- Act as a trusted travel concierge, anticipating preferences and constraints

Skills, Knowledge and Expertise

Required:

- Proven experience building or using AI agents/workflows with tools such as ChatGPT, Claude, Codex, Grok, or similar

- Knowledge in travel concierge planning (points, rewards, complex

- Executive/administrative support background, including Google Workspace email and calendar management

Your superpowers are...

- Technical Skills

- Hands-on AI agent/workflow building (not just casual chatbot use)

- Google Workspace mastery (Gmail, Calendar, Docs, Sheets)

- Email marketing/campaign tools (Mixmax); HubSpot familiarity a plus

- Social media management across LinkedIn, X/Twitter, and Instagram

- Comfort with phone-based customer/sales software

- Soft Skills Traits

- Confident, persuasive, and engaging communicator

- Highly proactive — takes ownership and anticipates needs rather than waiting for instructions

- Sharp researcher, comfortable digging into companies and prospects

- Detail-oriented and highly organized

- Adaptable and resourceful, especially when troubleshooting travel or scheduling changes

WFH Set-Up:

- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.

- Internet speed of at leas