AI-Driven Operations Assistant - P4 at WeAssist.io

Hiring: Full-time AI-Driven Operations Assistant -

Remote - $9,6000 - $13,200/yr

🚀 About the Client 🚀

🚀 Launched in 2020 – A powerhouse marketing and advertising agency helping brands scale with expert customer acquisition and retention strategies.
💰 8-Figure Success – Proven track record of generating multiple 8-figure returns for clients through strategic marketing and funding solutions.
🎯 Done-For-You & Done-With-You – Offering both hands-on agency services and coaching programs like Automated Entrepreneurship to empower business owners.
📚 Financial Literacy & Funding Expertise – Helping entrepreneurs secure 0% interest funding and optimize credit for sustainable growth.
🤝 Tight-Knit, High-Performance Team – A family-like culture where honesty, kindness, and direct feedback drive success.

🌟 About WeAssist 💡

🌍 Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families.
⚡ Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles.
🌎 Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses.
❤️ Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference.
🤝 An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don’t just work—they grow.

⚒️ Key Responsibilities of AI-Driven Operations Assistant 📝

⚙️ Automation & Workflow Ownership

📊 Blueprint Creation & Data Management

📋 Task & Project Management

Additional Information:

Review this Doc first!

How to Prepare for the Recruiting Process -

• https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edit?tab=t.0#heading=h.gt6n5ybw2ujb

📢 Why Are They Hiring an AI-Driven Operations Assistant?

Our client is hiring an AI-Driven Operations Assistant to take ownership of their automation systems and bring key workflows in-house. Right now, many of their Zapier integrations and backend processes are managed externally, and they’re ready for someone internally who can confidently manage, maintain, and improve those automations as the company scales. Your core focus will be keeping systems connected, clean, and running smoothly.

Beyond automations, you’ll also support light operational tasks like updating funding blueprints, organizing client data, and tracking important updates inside their CRM—ensuring everything stays accurate and structured. This role is ideal for someone who enjoys building efficient systems while supporting a fast-growing, high-performance team behind the scenes. 🚀

✅ Qualifications & Availability

Must-Have:

• 🤖 Strong hands-on experience with Zapier — you’ve built, maintained, and troubleshot multi-step automations confidently
• 🔗 Solid understanding of how different tools “talk” to each other (CRMs, forms, Google Workspace, etc.)
• 🧠 Tech-savvy and systems-minded — you naturally think in workflows, not one-off tasks
• ⚡ Proactive problem-solver who spots inefficiencies and fixes them without waiting to be told
• 📁 Detail-oriented with strong data accuracy and organization skills

Nice-to-Have:

• ⚙️ Experience with Make.com
• 📈 Background in marketing operations, funding, or agency environments
• 🗣️Bilingual in Spanish (BIG BONUS) – the ability to communicate in Spanish is a plus!

Responsibilities of the AI-Driven Operations Assistant:

Your responsibilities include:

• ⚙️ Automation & Workflow Ownership
  • Build, test, and maintain Zapier automations (Zaps)
  • Update workflows as processes evolve
  • Route data seamlessly across platforms (Typeform, CRM, G Suite, etc.)
  • Create system triggers for automated status updates
  • Transition third-party automations fully in-house
  • Continuously audit workflows for efficiency gains
    
    
• 📊 Blueprint Creation & Data Management
  • Create and update custom funding blueprints based on client data
  • Consolidate information from various sources (credit applications, Slack notes, sales notes, intake forms) into a structured Google Doc
  • Perform basic calculations (addition, multiplication) for funding assessments
  • Handle data entry tasks, including onboarding, deposit, and offboarding dates, as well as blueprint updates
  • Input and organize data in Monday.com, pulling details from Slack, Google Docs, and intake forms
  • Review credit inquiries (training modules will be provided)
  • Manage blueprint adjustments and repetitive updates as needed
    
    
• 📋 Task & Project Management
  • Organize and track tasks from meetings, Slack communications, and voice memos to ensure timely execution
  • Maintain and update Google Docs to support the leadership team’s documentation needs
    • Update and organize files
    • Create documents on an ad-hoc basis for different team members
  • Ensure follow-ups are completed and action items from meetings are tracked and executed
    
    

🏡 Want to Know More About the Client?
Our client is a dynamic and high-performing marketing and advertising agency that helps e-commerce brands, service professionals, and info-product creators scale their businesses to new heights. Since launching in 2020, they've delivered multiple 8-figure returns for their clients by optimizing customer acquisition, retention, and strategic marketing efforts. But they don’t just offer done-for-you services—they empower entrepreneurs with education-driven funding solutions and coaching programs to create financial independence.

Their mission? To prioritize financial literacy, education, and empowerment, helping ambitious individuals break free from financial constraints. If you're looking for a company that thrives on innovation, impact, and big wins, you’ve just found your perfect match! 🌟

Culture and Core Values:

At the heart of their team is a family-like atmosphere where kindness meets high performance. They believe in direct but compassionate leadership, putting clients first, and always calling things as they see them. Team retreats and a supportive environment keep everyone connected and motivated.
Here’s what matters most to them:

• ✅ World-Class Mentality – We don’t settle for average; we strive for excellence in everything we do.
• ✅ Always Client First – Success starts by putting our clients' needs above all else.
• ✅ High Say-Do Ratio – Integrity matters; we follow through on every promise.
• ✅ Have Fun – We work hard, but we play hard, too—enjoying the journey is just as important!
• ✅ Radical Candor – Honest, direct, and kind communication drives our success.

If you're ready to join a team that blends performance with purpose, this is the opportunity you've been waiting for! 💯

What’s in it for you?

Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• 💸 Performance-Based Bonuses – Earn incentives for speed and execution that drive real results!
• 🏡 Work From Anywhere – Enjoy the flexibility to work remotely and own your schedule.
• 🤖 Automation Playground – Deep exposure to Zapier, integrations, and AI workflows.
• 📈 Growth & Learning – Gain hands-on experience in high-level operations and strategic execution.
• 🎯 High-Performance Team – Join a culture that values excellence, integrity, and fun!
• 🤝 Family-Like Atmosphere – Work with a supportive team that values honesty and kindness.
• 🔥 No Two Days Are the Same – Tackle exciting challenges and keep things moving at high speed!
• 🌟 Have Fun While Crushing Goals – A dynamic work environment where results matter, but so does enjoying the ride!

Your next big opportunity starts here—ready to take the leap? 🚀

WeAssist:

(Not your average Recruiting Firm…)

Started by Reef Colman just five years ago, is not your typical staffing agency...

We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 100 people. We help US businesses find skilled remote workers and connect these workers with good employers.

What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best!

Perks:

• 13th Month Bonus (Wild right?! 🤯)
• Permanent work-from-home / remote set-up 🌴
• Health insurance 👨‍⚕️
• Dental insurance 🪥
• Mental health insurance 🧠
• Great starting salary 💰
• Growth opportunity 📈
• Performance-based raises 💸
• Prizes and bonuses 🏆
  
  

Specifics:

• Time
  • Full-time; 9am to 5pm EST Timezone
  • This is a remote position so you can have the freedom to work from anywhere

• Miscellaneous
  • Attire - business casual when in meetings
  • Professional setup (Pains me I actually need to write this down… 👀)
    • Clean background
    • Good camera
    • Good microphone
    • Strong wifi

• Tech Stack
  • Zapier (Core automation tool) (Must-have)
  • Monday.com (Primary CRM & task management)
  • Google Drive / Google Workspace (Docs, Sheets, file management)
  • Go High Level (GHL)
  • Typeform (Client intake & data collection)
  • Close (Sales CRM)
  • Hyros (Tracking & attribution)
  • OnceHub (Scheduling)
    
    
• Compensation
  • Fixed Rate $9,6000 - $13,200/yr