Strategy Specialist

Key Responsibilities

• Operations & Process Improvement – Audit and optimize workflows across client onboarding, service delivery, and internal operations; develop and document SOPs to support scalability; implement automation using AI tools (e.g., ChatGPT, Zapier, Make); and improve hiring, onboarding, and team management processes.
• Growth & Revenue – Plan and execute marketing campaigns across email, social media, and outreach; manage and update the company website (content, SEO, performance); handle inbound leads and conduct sales calls through closing; identify upsell opportunities to expand client services; and explore new services, partnerships, and market opportunities.
• Strategy & Business Support – Support business planning, expansion, and profitability initiatives;
  Provide data‑driven insights on pricing, operations, and resource allocation;
  Act as a strategic partner to the Owner on key decisions.

• Experience supporting or scaling a small business.
• Strong background in operations + marketing.
• Comfortable using AI tools to solve real business problems.
• Confident communicator (written + verbal).
• Highly organized and able to manage multiple priorities.

• Background in bookkeeping, accounting, or financial services.
• Experience with tools like Quick Books, , Google Workspace, or Docu Sign.
• Experience in SOP development, process design, or operational consulting.