About this role
About the Client Our client is a personal advisor who helps individuals get more from their money and their travel through points, miles, and rewards strategies. He works directly with customers, runs outbound outreach, and is building a lean, AI-driven operation to scale his business. He is looking for a sharp, proactive partner who can take work off his plate and help him build smarter systems. Why does this role exist? This role exists to give our client a high-caliber right hand who can run his day-to-day admin and customer-facing work while building AI agents and workflows that automate and improve how his business operates. He needs someone with excellent communication skills, strong initiative, and advanced AI and travel-hacking expertise, since those are the biggest gaps he is trying to close. The goal is to free up his time, grow his pipeline, and bring in someone he can trust to own outcomes without step-by-step direction. AI Agents and Workflow Automation Take a business problem and design a step-by-step AI solution, including tool selection, workflow logic, and automation Build and maintain AI agents and workflows (beyond standard LLM prompting) using current tools such as ChatGPT, Claude, Codex, and Grok Proactively identify manual processes that can be automated or improved Stay current on emerging AI tools and recommend ones that add value Customer and Sales Calls Handle inbound and outbound customer and sales calls in an engaging, confident, and persuasive way Follow up with customers and prospects after calls Explain technical work and solutions clearly, with concrete examples Travel Hacking and Arrangements Research and plan award travel using points, miles, rewards programs, and transfer partners Maximize points value on flights, hotels, and redemptions Handle travel arrangements for the client and his customers Research, Prospecting, and Outreach Conduct business and company research Build and maintain prospect and lead lists Set up and run email campaigns in Mixmax Manage and grow social media presence on LinkedIn, X/Twitter, and Instagram Executive and Admin Support Manage email and calendar through Google Workspace Handle general admin tasks and keep records organized Keep CRM data tidy (HubSpot experience is a plus)