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AI and Office Automation Specialist
@First Choice Business Brokers SF Bay
All others
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Salary
usd 28 - 35 per..
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Remote
Location
πΊπΈ
USA Only
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Job Type
part-time
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Posted
1mth ago
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[Hiring] AI and Office Automation Specialist @First Choice Business Brokers SF Bay
1mth ago - First Choice Business Brokers SF Bay is hiring a remote AI and Office Automation Specialist. πΈ Salary: usd 28 - 35 per hour πLocation: USA
Responsive recruiter
About Us
Headquartered in Sunnyvale, California, First Choice Business Brokers (FCBB) San Francisco Bay Area is a leading franchise office of one of the nation's largest business brokerage networks β helping owners sell their companies and entrepreneurs find their next opportunity.
Our lean, driven team is looking for a tech-savvy self-starter to deploy AI and automation tools that reduce manual work and free our brokers to focus on deals.
The Role
Part-time (10β15 hrs/week), fully remote, $28-35/hour, DOE. This is a hands-on, part-time role for someone who is genuinely excited about how AI and modern software tools can transform the way a small professional services firm operates. You'll have wide latitude to explore, recommend, and implement solutions across several areas of the business β from CRM automation to recruiting support to general workflow improvement. Potential for expansion of hours..
What You'll Work On
Your primary focus areas will include:
- CRM & Email Automation: Implement AI tools to parse inbound emails into Zoho CRM; explore underutilized Zoho apps (Flow, Forms, Analytics) to reduce manual data entry.
- Recruiting & Onboarding: Improve ATS workflows and identify AI tools to streamline agent sourcing, outreach, follow-up, and onboarding.
- Staff Tech Support: Be the go-to resource for Google Workspace, Calendly, and Zoho; create how-to guides and training materials as needed.
- Process Improvement: Spot bottlenecks, propose automation solutions, and document everything so it's maintainable.
Our Tech Stack
Zoho CRM + suite (Flow, Forms, Analytics), Google Workspace, Calendly, Zoom, ATS platform, and AI tools like ChatGPT, Claude, Zapier, or Make.
Who We're Looking For
We're targeting an early-career candidate β idally a current student, recent graduate, or someone early in their professional journey. This is not a software development role, but it is a role for someone who thinks like a builder. You should be comfortable going beyond clicking buttons β you can construct logic, build workflows from scratch, write formulas, and figure out how systems connect to one another.
Technical capabilities:
- Build multi-step automation workflows from scratch (conditionals, filters, data mapping)
- Intermediate-to-advanced spreadsheet skills β formulas as problem-solving tools
- Understand APIs/webhooks conceptually; configure integrations without writing code
- AI prompt engineering for reliable, repeatable outputs
- Read technical docs and API guides independently
- Light scripting (Google Apps Script, Python, JS) is a plus, not a requirement
Mindset & Soft Skills:
- A resourceful, "figure it out" mindset β you don't wait to be told how, you find a way
- Genuine curiosity about AI tools and automation β you follow this space and experiment on your own
- Strong research skills β able to evaluate tools quickly and form a clear-eyed recommendation
- Good communication β able to explain technical concepts to non-technical colleagues clearly and without condescension
- Attention to detail β especially critical when configuring workflow logic or mapping CRM data fields
- Organized and self-directed β able to manage your own time and priorities in a remote, part-time context
To be clear: you do not need to be a software engineer or have a computer science degree. But you should be someone who, when faced with a new tool or system, digs in rather than waits for instructions β and who has a track record of building things that actually work.
Why This Role
- Flexible remote work β set your own schedule within reasonable availability windows
- Real ownership and impact β you'll see your work make a difference immediately in a small, fast-moving team
- Exposure to business brokerage β a fascinating niche at the intersection of finance, entrepreneurship, and deal-making
- A chance to build a portfolio of meaningful automation and AI projects
- Potential for the role to grow as you demonstrate value
This is a remote position.
Compensation: $28.00 per hour
About Us
First Choice Business Brokers (FCBB) San Francisco Bay is a leading franchise office of one of the nation's largest business brokerage networs β helping owners sell their companies and entrepreneurs find their next opportunity. Since joining the FCBB family, we've been on a mission to strengthen our communities by partnering with business owners through life-changing transitions, combining our expert guidance with genuine care to honor legacies, unlock opportunities, and create thriving outcomes for everyone involved.
Mission and Values at First Choice Business Brokers (FCBB)
Founded in 1994, First Choice Business Brokers has accelerated to become one of the largest Business Sales Organizations in the country. First Choice Business Brokers has offices in 36 states and has the ability to sell business in ALL major metropolitan areas β giving Buyers and Sellers a vast network of business brokers and many opportunities.
It is our mission to provide the best service, with integrity and transparency, in assisting business owners and future business owners with their transaction.
Our team of agents come from varied backgrounds such as accounting, legal, banking, real estate, former business owners and insurance. All agents have gone through extensive training becoming experts in the field of business evaluation, marketing and negotiations to satisfy both buyers and sellers alike.
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| πΊπΈ | Be aware of the location restriction for this remote position: USA Only |
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All others
All others
|
Salary
usd 28 - 35 per..
|
Remote
Location
πΊπΈ
USA Only
|
|
Job Type
part-time
|
Posted
1mth ago
|
Did not apply
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Applied
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Sent Follow-Up
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Interview Scheduled
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Interview Completed
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| πΊπΈ | Be aware of the location restriction for this remote position: USA Only |
| βΌ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. | οΈ
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