Part time AI and Office Automation Specialist
About the position
Headquartered in Sunnyvale, California, First Choice Business Brokers (FCBB) San Francisco Bay Area is a leading franchise office of one of the nation's largest business brokerage networks — helping owners sell their companies and entrepreneurs find their next opportunity.
Our lean, driven team is looking for a tech-savvy self-starter to deploy AI and automation tools that reduce manual work and free our brokers to focus on deals.
Part-time (10–15 hrs/week), fully remote, $28-35/hour, DOE. This is a hands-on, part-time role for someone who is genuinely excited about how AI and modern software tools can transform the way a small professional services firm operates. You'll have wide latitude to explore, recommend, and implement solutions across several areas of the business — from CRM automation to recruiting support to general workflow improvement. Potential for expansion of hours..
Responsibilities
• CRM & Email Automation: Implement AI tools to parse inbound emails into Zoho CRM; explore underutilized Zoho apps (Flow, Forms, Analytics) to reduce manual data entry.
• Recruiting & Onboarding: Improve ATS workflows and identify AI tools to streamline agent sourcing, outreach, follow-up, and onboarding.
• Staff Tech Support: Be the go-to resource for Google Workspace, Calendly, and Zoho; create how-to guides and training materials as needed.
• Process Improvement: Spot bottlenecks, propose automation solutions, and document everything so it's maintainable.
Requirements
• Build multi-step automation workflows from scratch (conditionals, filters, data mapping)
• Intermediate-to-advanced spreadsheet skills — formulas as problem-solving tools
• Understand APIs/webhooks conceptually; configure integrations without writing code
• AI prompt engineering for reliable, repeatable outputs
• Read technical docs and API guides independently
• A resourceful, "figure it out" mindset — you don't wait to be told how, you find a way
• Genuine curiosity about AI tools and automation — you follow this space and experiment on your own
• Strong research skills — able to evaluate tools quickly and form a clear-eyed recommendation
• Good communication — able to explain technical concepts to non-technical colleagues clearly and without condescension
• Attention to detail — especially critical when configuring workflow logic or mapping CRM data fields
• Organized and self-directed — able to manage your own time and priorities in a remote, part-time context
Nice-to-haves
• Light scripting (Google Apps Script, Python, JS) is a plus, not a requirement
Benefits
• Flexible remote work — set your own schedule within reasonable availability windows
• Real ownership and impact — you'll see your work make a difference immediately in a small, fast-moving team
• Exposure to business brokerage — a fascinating niche at the intersection of finance, entrepreneurship, and deal-making
• A chance to build a portfolio of meaningful automation and AI projects
• Potential for the role to grow as you demonstrate value
Apply Now
Apply Now
Headquartered in Sunnyvale, California, First Choice Business Brokers (FCBB) San Francisco Bay Area is a leading franchise office of one of the nation's largest business brokerage networks — helping owners sell their companies and entrepreneurs find their next opportunity.
Our lean, driven team is looking for a tech-savvy self-starter to deploy AI and automation tools that reduce manual work and free our brokers to focus on deals.
Part-time (10–15 hrs/week), fully remote, $28-35/hour, DOE. This is a hands-on, part-time role for someone who is genuinely excited about how AI and modern software tools can transform the way a small professional services firm operates. You'll have wide latitude to explore, recommend, and implement solutions across several areas of the business — from CRM automation to recruiting support to general workflow improvement. Potential for expansion of hours..
Responsibilities
• CRM & Email Automation: Implement AI tools to parse inbound emails into Zoho CRM; explore underutilized Zoho apps (Flow, Forms, Analytics) to reduce manual data entry.
• Recruiting & Onboarding: Improve ATS workflows and identify AI tools to streamline agent sourcing, outreach, follow-up, and onboarding.
• Staff Tech Support: Be the go-to resource for Google Workspace, Calendly, and Zoho; create how-to guides and training materials as needed.
• Process Improvement: Spot bottlenecks, propose automation solutions, and document everything so it's maintainable.
Requirements
• Build multi-step automation workflows from scratch (conditionals, filters, data mapping)
• Intermediate-to-advanced spreadsheet skills — formulas as problem-solving tools
• Understand APIs/webhooks conceptually; configure integrations without writing code
• AI prompt engineering for reliable, repeatable outputs
• Read technical docs and API guides independently
• A resourceful, "figure it out" mindset — you don't wait to be told how, you find a way
• Genuine curiosity about AI tools and automation — you follow this space and experiment on your own
• Strong research skills — able to evaluate tools quickly and form a clear-eyed recommendation
• Good communication — able to explain technical concepts to non-technical colleagues clearly and without condescension
• Attention to detail — especially critical when configuring workflow logic or mapping CRM data fields
• Organized and self-directed — able to manage your own time and priorities in a remote, part-time context
Nice-to-haves
• Light scripting (Google Apps Script, Python, JS) is a plus, not a requirement
Benefits
• Flexible remote work — set your own schedule within reasonable availability windows
• Real ownership and impact — you'll see your work make a difference immediately in a small, fast-moving team
• Exposure to business brokerage — a fascinating niche at the intersection of finance, entrepreneurship, and deal-making
• A chance to build a portfolio of meaningful automation and AI projects
• Potential for the role to grow as you demonstrate value
Apply Now
Apply Now