Role Overview

Project Management
Run cross-company initiatives end-to-end: scoping, timelines, stakeholders, delivery
Translate leadership's strategic priorities into executable project plans with clear owners and deadlines
Keep multiple workstreams moving in parallel without dropping balls
Surface blockers early and drive resolution
Systems Ownership (Notion, GHL, Canopy, etc.)
Architect and maintain our Notion workspace: databases, dashboards, SOPs, project trackers
Build and optimize GoHighLevel workflows, pipelines, automations, and integrations
Evaluate and onboard new platforms as the business needs them (Make, Zapier, Airtable, internal tools)
Document everything so the team can actually use what you build
AI Integration
Identify workflows ripe for AI automation across client work, internal ops, and CS
Build and prompt-engineer AI agents, GPTs, and Claude projects for repeatable tasks
Stay current on LLM tooling (Claude, ChatGPT, Gemini, n8n, Zapier AI) and bring back what is useful
Treat AI as a force multiplier baked into every system you design, not a separate initiative
Data & Reporting
Build and maintain dashboards that give leadership clear visibility into each operating company’s performance (Tax Alchemy, DMG, etc.)
Define the KPIs that matter for each business unit and the cadence they’re reported on (weekly scorecards, monthly business reviews, quarterly leadership decks)
Pull, clean, and reconcile data across platforms (Notion, GHL, QuickBooks, spreadsheets, internal tools) into a single source of truth
Use the right tool for the job — Google Sheets and Excel for fast iteration, BI tools (Looker Studio, Metabase, or similar) for durable reporting
Turn data into decisions: flag trends, surface anomalies, and bring recommendations — not just dashboards

Requirements

3-5 years managing systems at a small-to-mid sized company (professional services, agency, or SaaS)
High degree of fluency in Notion and GoHighLevel
Expertise using, prompting, and building workflows with AI LLMs like ChatGPT and Claude
Comfortable building dashboards, analyzing spreadsheets, understanding data
Background in tax, accounting, or financial services operations preferred
Experience with intercompany or shared services structures would be ideal

Benefits

Work from home
Medical, dental, vision, life and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays

Tax Alchemy

Open Positions (1)

Other

System Administrator