Executive Operations & Systems Architect | AI Systems, Workflow Automation & SOPs
Upwork

Remoto
•4 days ago
•No application
About
You don’t just make things run faster — you make them run smarter. Client: Confidential U.S.–based consulting firm Type: Full-time (40 hrs/week) | Long-term contract Timezone: Must have at least 4 hours overlap with Pacific Time (PST) Compensation: Based on experience (potential for long-term hire) 🚀 About the Company We’re a U.S.–based strategic consulting firm helping mid-market companies ($5M–$150M revenue) scale through revenue system design, alignment, and automation. Our proprietary methodology unites sales, marketing, and operations into one predictable growth engine. We’re now scaling internally, building the same systems of clarity, precision, and automation that we deliver to clients. We’re seeking a Strategic Executive Operations Architect who combines operations mastery, AI fluency, and automation design. This is not an assistant role. You’ll be designing systems, automating workflows, and creating documentation that makes the business run without manual effort. 💡 About the Role You’ll partner directly with the founder/CEO to turn manual processes into self-optimizing systems. Workflows that are documented, automated, and enhanced with AI. Your work will bridge operations, automation, and executive enablement. You’ll: -Streamline executive workflows (calendar, communication, task management). -Design and implement automation between tools (Notion, Google Workspace, Zapier, etc.). -Document everything in repeatable, scalable SOPs. -Integrate AI to summarize, communicate, and optimize daily operations. ⚙️ Key Responsibilities 🧭 Executive Operations Manage executive scheduling, inbox, and workflows using AI scheduling and prioritization tools (Motion, Superhuman). Draft and summarize communications with ChatGPT, Claude, or custom GPTs. Anticipate needs, clarify priorities, and ensure smooth daily execution. 🧩 Systems Design & SOP Development Audit recurring workflows and build documented, automated SOPs in Notion. -Each SOP should define: -Triggers and linked automations (Zapier/Make/API) -Success criteria and ownership Systemize processes like: -Proposals → Contract → Invoice -Onboarding → Internal setup → Client dashboards -Client meeting prep and recaps -Speaker and marketing outreach automation 🤖 AI Agent Development & Integration -Build and deploy AI agents that orchestrate operations (CRM updates, content summaries, notifications, etc.). -Create internal GPTs or Claude workflows to save time across marketing, delivery, and operations. -Monitor and optimize automation reliability. ⚙️ Automation & Optimization -Implement an automation roadmap across client ops, internal comms, and marketing. -Ensure every automation has clear triggers, outputs, and fallback plans. 📈 Implementation & Accountability -Translate ideas into executable projects with timelines and success metrics. -Manage deliverables and follow-ups without micromanagement. -Provide concise weekly summaries of system progress and ROI. 🧠 Who You Are -A builder and problem-solver who thrives on clarity and efficiency. -A technologist with judgment — knows when to automate, when to delegate, and when to document. -A structured communicator who confirms scope before executing. -A systems thinker who creates processes that actually get used. ✅ Requirements -5+ years in operations, automation, or systems design roles. -Proven experience managing executive workflows (calendar, email, task flow). Deep knowledge of: -Notion (databases, templates, dashboards) -Zapier, Make, or API-based automations -AI tools (ChatGPT, Claude, Perplexity, AgentKit) -Strong documentation and written communication skills. -High accountability and autonomy — you manage yourself and communicate proactively. 🌟 Bonus Points -Experience with Loveable, AgentKit, LangChain, AutoGPT, or Relevance AI. -Familiarity with CRM or outreach tools (Clay, Lemlist, Beehiiv). -Background in startup ops, RevOps, or automation architecture. -Able to build dashboards (Notion, Airtable). 💥 This Role Is NOT for You If… -You need detailed step-by-step instructions. -You prefer maintaining systems over creating them. -You view AI as a gimmick instead of a strategic toolkit. 🌎 This Role IS for You If… -You can read an automation roadmap and start building within a week. -You love making tools talk to each other. -You can translate “here’s the idea” into a functioning SOP the same day. -You want to design the operational engine of a fast-scaling business. ✉️ How to Apply - PLEASE READ. If you don't submit the below with your application, you will not be considered. Please include: -A short Loom (2–3 min) showing an automation or AI workflow you’ve built — what it solved and how. -A screenshot or link to a Notion or SOP system you created. -A few sentences describing what you’d automate first if you joined. -Your timezone and available overlap with Pacific Time. 🏁 Success in 90 Days -Core workflows (calendar, client delivery, marketing) fully documented and automated. -Automation roadmap implemented and functioning. -SOPs standardized in Notion. -Executive running 80–90% automated daily admin.




