Growth and Strategy Specialist

Virtual Teammate•Glendale, AZ

About The Position

This role focuses on optimizing operations, driving growth, and providing strategic business support. The specialist will be responsible for auditing and improving workflows, developing Standard Operating Procedures (SOPs), and implementing automation using AI tools. They will also plan and execute marketing campaigns, manage the company website, handle inbound leads, and explore new business opportunities. Additionally, the role involves supporting business planning, providing data-driven insights, and acting as a strategic partner to the Owner.

Requirements

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

Nice To Haves

Background in bookkeeping, accounting, or financial services
Experience with tools like QuickBooks, Monday.com, Google Workspace, or DocuSign
Experience in SOP development, process design, or operational consulting

Responsibilities

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).
Improve hiring, onboarding, and team management processes.
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.
Explore new services, partnerships, and market opportunities.
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.