Technical Operations & AI Automation Specialist (Excel Modeling | AI Agents | Executive Operations)

Job Title:
We are seeking a highly technical, detail-oriented professional who thrives at the intersection of operations, automation, and executive support. This role combines advanced Excel modeling, AI agent implementation, and executive/virtual assistant operations to help scale a fast-growing organization.
This individual will serve as a technical force multiplier, designing systems, automating workflows, and supporting leadership through data-driven execution.

Key Responsibilities
Technical & Automation

• Build and maintain advanced Excel/Google Sheets models, dashboards, and operational trackers
• Design, implement, and manage AI agents to automate workflows and business processes
• Integrate AI tools into daily operations (task automation, reporting, communications, analytics)
• Create scalable automation systems using tools such as:
  ChatGPT / OpenAI tools
• Zapier, Make, or similar automation platforms
  APIs and workflow integrations
• Optimize internal systems for efficiency and scalability

Workflow & Systems Management

• Develop and maintain operational workflows across teams
• Improve business processes through automation and documentation
• Build SOPs, workflow maps, and execution systems
• Identify inefficiencies and propose technical solutions

Executive & Virtual Assistant Support

• Provide high-level executive support including:
  • Calendar and meeting coordination
  • Project tracking and follow-ups
• Communication drafting and management
  • Serve as a strategic operational partner to leadership
  • Manage priorities across multiple projects simultaneously

Data & Reporting

• Create executive dashboards and KPI reporting systems
• Analyze operational data to support strategic decisions
• Automate recurring reports and performance tracking

Required Qualifications

• Advanced expertise in Microsoft Excel or Google Sheets, Complex formulas, Data modeling and Dashboards
  Automation
• Experience implementing AI agents or AI workflow automation
• Strong background as a Virtual Assistant or Executive Assistant
• Proven ability to design and improve workflows
• Excellent organizational and project management skills
• Highly detail-oriented with strong problem-solving ability
• Comfortable working in a fast-paced startup environment

Preferred Qualifications

• Experience supporting founders or startup executives
  Familiarity with tools such as:
  ClaudAI
  OpenAI
  Notion
  Monday.com / Asana / Jira
  HubSpot
  Airtable
  Slack automation
• Basic understanding of APIs or no-code automation platforms
• Experience building operational systems from scratch

Core Competencies

• Systems thinker
• Technical executor
• Process optimizer
• Self-starter
• High ownership mentality
• Strong communication skills