Jobs

Reporting To: Founder / Product Lead

Function: Automation Engineering + Product Workflow Development + Client Implementatio

About Intellivizz

Intellivizz helps businesses modernize and scale through AI automation, intelligent workflows, and process optimization. We work with organizations across North America to deploy AI-powered voice agents, chatbots, workflow automations, and software-based systems that eliminate bottlenecks, reduce manual labor, and improve customer experience.

We are now building a scalable automation platform and library of reusable AI workflows. This role is a foundational hire in that journey.

About the Role

We are looking for a Senior Ai Workflow Developer & Automation Specialist who can architect, build, and deploy automation workflows that combine no-code platforms with custom scripted logic and API integrations.

This is not a “Zapier operator” role. You will design automation systems end-to-end, implement hybrid no-code + coded solutions, contribute to internal IP and reusable modules, and work directly with clients during onboarding.

You’ll own automation blueprints, build backend logic where needed, ensure quality and reliability, and help shape the future automation product roadmap.

If you enjoy solving operational problems with software, building elegant systems, and turning repeatable workflows into scalable product assets, you’ll love this role.

What You’ll Build & Own

• End-to-end workflow automations for voice, chat, CRM, data sync, task routing, and trigger-based logic
• Hybrid automation systems using no-code platforms + custom code where needed
• Internal automation library: reusable modules, scripts, templates, documentation
• API bridges between AI tools, SaaS platforms, CRMs, calendars, phone systems, etc.
• Deployment-ready “workflow packs” that can be cloned and adapted across client accounts
• Quality, uptime, versioning, and troubleshooting processes for live automations
• Developer handoff docs, internal SOPs, and future hiring frameworks

Core Responsibilities

Automation Architecture & Build

• Design and deploy automation workflows using Make.com, N8N, Zapier, GoHighLevel, Vapi, Retell, webhooks, and similar platforms
• Build reusable “blueprint” automations for scalable deployment across multiple clients
• Translate business logic into technical architecture (flow diagrams, logic maps, data models)

Custom Coding & API Development

• Write & maintain custom functions in JavaScript, Python, or Node.js when workflows require logic beyond no-code tools
• Integrate with external APIs (REST, GraphQL, JSON, OAuth, webhooks)
• Build small serverless functions (AWS Lambda, Cloudflare Workers, etc.)
• Assist with database updates, data validation, and record syncing (PostgreSQL, MongoDB, Firebase, Supabase)

Client-Facing Implementation

• Lead technical onboarding for new clients (setup, configuration, testing, deployment)
• Participate in solution design calls with clients and internal teams (not a support role, but consultative)
• Troubleshoot live automation issues, debug failed steps, and implement permanent fixes
• Document workflows and handover instructions for internal and client teams

Productization & Internal Ownership

• Convert one-off workflows into scalable, reusable automation templates
• Perform code reviews, enforce automation quality standards, and propose naming/structure conventions
• Contribute to roadmap for internal automation platform / workflow library
• Mentor junior automation hires in future growth phase

Required Skills & Experience

• 5+ years of hands-on experience in workflow automation, integration engineering, or automation-focused dev work
• Expertise in Make.com, N8N, or Zapier (advanced level)
• Ability to write custom code for automation logic (JavaScript and/or Python required)
• Experience working with REST APIs, authentication, webhooks, and JSON formatting
• Able to debug async workflow failures, API errors, rate limits, and edge cases
• Strong understanding of systems thinking, data flow, and architectural scaling
• Able to gather requirements, scope solutions, and explain technical concepts clearly
• Experience working in SaaS, tech, or automation-first environments

Nice to Have (Bonus Skills)

• Experience with voice AI platforms (Vapi, Retell, GHL Voice Agent, Twilio, etc.)
• Experience deploying serverless functions (AWS Lambda, Cloudflare Workers, Netlify Functions)
• Familiar with event-based systems, queues, CRON logic, multi-step async workflows
• Working knowledge of front-end basics (React, Next.js)
• Experience with AI tools (OpenAI, Whisper, ElevenLabs, etc.)
• Experience integrating with CRMs, EHRs, booking systems, or payment gateways

Growth Path

This role will evolve into Automation Lead / Head of Workflow Engineering as the automation library and client scale grows.

You will help shape automation strategy, choose tooling, and influence future hiring in developer + automation roles

Who Will Love This Role

• You think in systems, not tasks
• You enjoy the blend of automation logic + coding + client-facing technical work
• You take ownership rather than wait for instructions
• You like building products, not just delivering services
• You want to be an early technical hire with real influence
• You’re motivated by efficiency, elegance, and reducing human effort

How to Apply

Please submit:

1. Your resume or LinkedIn profile
2. Portfolio or examples of automation builds (Make/N8N/Zapier or GitHub repos)
3. A short Loom/video answering: “What’s the most complex automation you’ve ever built, and what made it challenging?”

About the Role

We are seeking a versatile, highly organized Client Success & AI Enablement Coordinator to support day-to-day operations, client onboarding, workflow coordination, light automation tasks, and cross-functional communication. The ideal candidate has excellent communication skills, a strong analytical mindset with a technical bent, and familiarity with modern AI tools and no-code/low-code automation.

You will coordinate client and internal deliverables, ensure deadlines are met, represent the company at industry events, and surface solution-based opportunities from client pain points to the sales team. This role offers a clear growth path toward Operations Manager and Head of Operations as the company scales.

Key Responsibilities

Client & Team Coordination

• Coordinate client onboarding (intake, documentation, timelines) and keep deliverables on schedule.
• Track tasks, dependencies, and accountability using ClickUp (or similar); issue weekly status summaries.
• Bridge communications across leadership, clients, subcontractors, and technical teams; ensure clean hand-offs.

AI Tools & Automation Support

• Use AI tools for documentation, content generation, and workflow support.
• Build or maintain basic automations in tools such as Zapier, Make, n8n, GoHighLevel workflows, VAPI, Retell (training provided).
• Identify process bottlenecks and propose automation or SOP improvements.

Marketing & Outreach Assistance

• Execute outbound email sequences and coordinate basic digital marketing tasks with vendors/freelancers.
• Monitor lead hand-offs to sales; maintain outreach logs and campaign performance trackers.

Customer Success & Solution Awareness

• Provide structured client updates, track satisfaction, and escalate issues promptly.
• Identify new and existing pain points and relay solution-based opportunities to the sales team (not a sales closer).
• Support long-term retention through proactive follow-ups and readiness checks pre/post go-live.

Networking & Events

• Actively participate in company networking events and represent the company at trade shows and industry meetups.
• Prepare event briefs, capture leads/opportunities, and coordinate follow-ups.

Who You Are

• Excellent written and spoken English; clear, concise, and professional.
• Strong analytical thinker with a technical bent of mind; quick to learn new systems and workflow logic.
• Familiar with AI productivity tools and no-code/low-code platforms; up to date on tech trends.
• Subscribed to and engaged with leading AI/tech newsletters or publications.
• Exceptionally organized; comfortable juggling multiple workstreams in a fast-paced environment.
• Presentable and confident in external settings (networking, trade shows).
• Solution-oriented “Swiss-army-knife” operator who takes ownership and delivers.

Required Experience

• 3–5 years in operations, client success, SaaS coordination, or a related hybrid role.
• Proficiency with Google Workspace, CRM/task management tools, and structured documentation.
• Demonstrated ability to coordinate cross-functional teams and meet deadlines.
• Comfort with light automation build/maintenance and troubleshooting alongside technical teams.

Preferred Skills

• Experience with GoHighLevel or comparable CRMs.
• Hands-on exposure to Zapier, Make, n8n, VAPI, Retell (or similar).
• Familiarity with telephony, chatbots, or AI receptionist workflows.
• Event/trade show coordination or vendor management experience.

Growth Opportunity

• Structured path to Operations Manager → Head of Operations, with increased leadership, resource planning, and operational strategy.

Why Join Us

• Work with a modern AI-focused team transforming business operations in North America.
• High-trust environment with autonomy and ownership.
• Direct exposure to leadership and broad impact across functions.

About Intellivizz

At Intellivizz, we help businesses modernize their operations through AI automation, process optimization, and intelligent software solutions. We work with forward-thinking organizations across North America to implement chatbots, digital marketing automation, and voice/AI-based reception systems designed to increase sales, streamline workflows, and supercharge customer service.

Offices: Reston VA (HQ), Toronto ON (Canada)

What You’ll Do

• Proactively identify, reach out to, and qualify new business opportunities through outbound email campaigns, phone calls, LinkedIn messaging and other channels.
• Manage the full sales cycle—from prospecting to product demonstrations to closing deals—ensuring each step is aligned and executed efficiently.
• Conduct product demonstrations of our Ai Automation Solutions, articulate its value, handle objections and secure commitments.
• After deal-close, coordinate and lead client onboarding: collect required business information, schedule setup, perform initial onboarding and hand off to fulfillment/automation teams, and ensure timelines are met.
• Maintain CRM records, track lead and client pipeline status, and provide weekly updates on outreach, demos, and conversion metrics.
• Assist with outreach and lead generation activities (email sequences, campaign tracking, LinkedIn engagement) until dedicated marketing resources are in place.
• Collaborate with operations and automation teams to ensure a seamless transition from sale to live client and help identify potential upsell or expansion opportunities.

Who You Are

• You are a hunter: you’re not waiting for leads — you’re creating them. You take ownership of your pipeline, proactively reach out, and drive results.
• You have 3 or more years of experience in tech/SaaS sales, and you’re comfortable selling intelligent solutions rather than just products. Sales of automation, SaaS workflows, or Ai-enabled tools is a strong plus.
• You are comfortable with technology and fast to learn - you use and understand sales tools, CRM systems, email/LinkedIn outreach platforms, and you’re curious about—and quick with—Ai tools and automation-enhanced workflows.
• You are solution-oriented: you ask the right questions, discover the client’s core challenges, and position our AI automation as the strategic solution — not just a software sale.
• You thrive in a remote, fast-paced environment, manage multiple tasks without losing focus, and keep a high standard of organization and follow-through.

Required Skills & Experience

• Proven track-record in outbound sales or business development: identifying prospects, making outreach, and closing deals.
• Strong communication (verbal & written) and presentation skills—able to clearly articulate value and lead product demos.
• Comfortable working with CRM systems, keeping accurate pipeline records and managing follow-ups.
• Self-motivated “hunter” mindset: proactive, driven to generate own leads and follow through to close.
• Organized and detail-oriented: able to handle multiple prospects and onboarding clients concurrently without losing momentum.
• Bonus: Familiarity with SaaS or automation products, experience with email outreach or campaign tools, or previous onboarding/support coordination.

Incentive Plan (brief)

In addition to your base salary, you will be eligible for a variable incentive tied to new client onboarding and active client retention. Details will be discussed during the interview process.

About Intellivizz

At Intellivizz, we help businesses modernize their operations through AI automation, process optimization, and intelligent software solutions. We work with forward-thinking organizations across North America to implement chatbots, digital marketing automation, and voice/AI-based reception systems designed to increase sales, streamline workflows, and supercharge customer service.

Offices: Reston VA (HQ), Toronto ON (Canada)

What You’ll Do

• Design, build and deploy automation workflows using platforms like N8N, Vapi, Retell, GoHighLevel, Make.com, Zapier, webhooks and other no-code/low-code platforms.
• Translate client business needs into detailed automation maps (e.g., Ai Automation workflows, Voice Ai Agents, call-routing, SMS/email triggers, CRM integrations).
• Onboard new clients: set up sub-accounts, configure automations, upload business data (scripts, FAQs), test system flow and deliver a live solution.
• Provide technical support and maintenance for live clients: respond to workflow errors, troubleshoot automation logic, escalate code/API issues to developers, and ensure smooth live operations.
• Collaborate closely with the sales/admin team and developers: track setup timelines, coordinate hand-offs, maintain documentation, and provide weekly status updates.
• Document processes and create internal templates/playbooks to standardize onboarding and automation builds.

Required Skills & Experience

• Hands-on experience with GoHighLevel, Make.com and/or Zapier (or equivalent automation platforms).
• Deep understanding of workflow logic: triggers, pipelines, webhooks, CRM integrations, conditional automation.
• Strong communication skills: able to clearly explain technical setups to non-technical clients and team members.
• Excellent organizational skills and ability to manage multiple client setups and support tasks concurrently.
• Self-starter and problem-solver: you proactively identify issues and build solutions.
• Bonus: experience with voice/telephone integrations, chatbots, SaaS automations, Google Sheets, Slack, ClickUp.

Incentive Plan

In addition to your base monthly salary, you will be eligible for a variable incentive tied to your performance in client onboardings and ongoing client retention/active clients. Details will be shared during onboarding but align with the KPIs outlined below.

About the Role

We are seeking an experienced and detail-oriented Senior Bookkeeper to manage day-to-day accounting and financial operations, including full-cycle bookkeeping, accounts receivable/payable, bank reconciliations, and tax documentation for US entities.

The ideal candidate has a strong grasp of US accounting principles, experience with Xero (and optionally QuickBooks), and a working knowledge of 1099/W-2 preparation, payroll coordination, and compliance filings with both the IRS and state agencies. This position will play a vital role in ensuring financial accuracy, compliance, and timely reporting for management.

Key Responsibilities

General Accounting & Bookkeeping

• Maintain accurate and up-to-date general ledgers in Xero and related systems.
• Perform monthly bank and credit card reconciliations.
• Manage journal entries, adjustments, and accruals to ensure accurate financial statements.
• Prepare trial balances, P&L statements, balance sheets, and cash-flow reports.
• Handle multi-currency transactions and reconciliations when applicable.

Accounts Payable (A/P)

• Review, code, and process vendor bills in Xero.
• Manage approval workflows and ensure payments are made within terms.
• Maintain vendor records and W-9 forms; reconcile vendor accounts monthly.
• Communicate with vendors to resolve billing discrepancies or payment issues.

Accounts Receivable (A/R)

• Issue invoices and credit memos; record payments accurately.
• Track outstanding balances and follow up with clients for overdue invoices.
• Generate A/R aging reports and flag risks of late or doubtful accounts.
• Coordinate with the sales team to ensure invoicing accuracy and timely collections.

Payroll & Compliance

• Process payroll or coordinate with third-party payroll providers.
• Manage employee and contractor classifications (W-2 vs 1099) and maintain proper records.
• File or assist with quarterly and annual payroll reports (Form 941, 940, W-2, W-3, 1099-NEC, etc.).
• Ensure adherence to federal and state payroll tax regulations.

Tax & Reporting

• Prepare and organize financial data for CPA review and annual tax filings.
• Assist with 1099/W-9 management for contractors and T4A/CRA filings for Canadian entities (if applicable).
• Maintain compliance with IRS documentation and audit-ready records.
• Support year-end closing and assist external accountants with reconciliations.

Client & Vendor Coordination

• Serve as the financial liaison for clients and vendors—ensuring clarity in payments, billing, and collections.
• Respond promptly to inquiries and provide excellent customer service.
• Coordinate with management and external accountants on month-end and year-end deliverables.

Required Skills & Experience

• Minimum 5 years of professional bookkeeping experience, preferably with small to mid-sized businesses in the US.
• Strong proficiency in Xero; working knowledge of QuickBooks Online or Wave is an advantage.
• Solid understanding of GAAP, US 1099/W-2 requirements, and payroll reporting.
• Familiarity with sales tax, state compliance, and multi-entity bookkeeping.
• Exceptional attention to detail and high accuracy in financial data entry.
• Strong organizational, analytical, and time-management skills.
• Excellent communication skills and ability to collaborate with internal teams, vendors, and external accountants.
• Advanced Excel/Google Sheets proficiency (pivot tables, reconciliation templates).

Bonus Skills

• Experience with tools such as Hubdoc, Gusto, Bill.com, Dext, or Expensify.
• Understanding of Canadian CRA filings (T4A/T5018) is a plus.
• Experience supporting startups or multi-entity businesses with cross-border transactions.

Why Join Us

• Work with an innovative, AI-driven company modernizing financial operations for North American businesses.
• Flexible, fully remote role with autonomy and growth potential.
• Collaborate directly with senior management in a dynamic, fast-paced environment.