Technical Virtual Assistant – Automation & Systems Integration

We are seeking a skilled and technically proficient Virtual Assistant to join our team at Surest Capital Company. The ideal candidate will have a strong background in automation, programming, and systems integration. This role will involve overseeing the technical workflows of our automation processes and collaborating with a content creator to ensure seamless integration of our marketing and client outreach systems.

Key Responsibilities:
• Develop and maintain automation workflows using tools such as Zapier or similar platforms.
• Integrate various software systems to streamline business processes.
• Collaborate closely with our content creator to ensure all technical aspects of campaigns and communications are effectively implemented.
• Troubleshoot and resolve any technical issues that arise in the automation process.

Qualifications:
• Proven experience with automation tools (e.g., Zapier, Integromat, etc.).
• Strong technical skills in programming or systems integration.
• Excellent problem-solving abilities and attention to detail.
• Ability to work independently and communicate effectively with a creative team.

Desired Skills & Experience
• Automation Expertise: Proficiency with Zapier, Make (Integromat), or similar platforms to build and maintain multi-step workflows.
• CRM Knowledge: Experience managing automation and data within Go High Level (GHL), HubSpot, or other CRM systems.
• API & Integrations: Comfort working with APIs, webhooks, and connecting tools to streamline operations.
• Database Management: Familiarity with Airtable, Supabase, or related cloud database tools.
• Campaign Automation: Skilled in setting up automated email/SMS sequences and integrating them with lead funnels.
• Scheduling & Data Management: Ability to sync calendars, maintain clean contact data, and ensure system accuracy.
• Reporting: Experience building simple KPI dashboards (Google Data Studio, Airtable, or ClickUp).
• Documentation: Able to create clear SOPs and flowcharts for automations.
• Collaboration: Comfortable working with content creators and other team members to implement campaigns.
• Project Management Tools: Familiarity with ClickUp, Notion, or similar platforms.
• Soft Skills: Strong attention to detail, proactive communicator, analytical thinker, adaptable to fast-paced environments.

We anticipate the role will be project based upon front then transitions to stabilization and optimization.

Phase 1 — Discovery & Build (3–6 weeks): 20–30 hrs/week - Project based compensation - Flat $1500
• Map funnel, data model, tags/fields, events.
• Stand up automations (lead capture ? CRM ? email ? Slack/Sheets).
• Integrate tools (forms/LPs, dialer, calendars, payment if needed).
• QA paths, error handling, logging, and alerts.
• Document SOPs and create admin dashboards.

Phase 2 — Stabilize & Hand-off (1–2 weeks): 10–15 hrs/week - $9 hour
• Monitor runs, fix edge cases, tighten retries/rate limits.
• Improve latency & duplicate handling.
• Finalize SOPs/runbooks; record quick Looms.

Phase 3 — Steady-state Maintenance: 5–10 hrs/week - $9 hour
• Health checks (error logs, queues) and small fixes.
• Data hygiene (dedupe, field normalization).
• Light enhancements (new field, tag, tweak).
• Weekly reporting & “ops review” with you (30–45 min).

Phase 4 — Campaign/Feature Sprints (as needed): 10–20 hrs for 1–2 weeks - $9 hour
• New landing page or lead source, new nurture, A/B tests, dashboard revamps.
• Expect these bursts around launches or channel additions.