Systems & Automation Project Manager

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Full Time

: SALARY

$6.50 an Hour

: HOURS PER WEEK

40

: DATE UPDATED

Sep 14, 2026

JOB OVERVIEW

# Systems, Automation & AI Project Manager

**Full-Time | Remote | $6 USD/hour**

We are a growing CPA and financial consulting firm looking for a highly analytical and technically capable **Systems, Automation & AI Project Manager** to help build the operating infrastructure of our organization.

This is **not a traditional project manager, virtual assistant, or basic automation role.**

We are looking for someone who can understand how an entire business operates, identify gaps and inefficiencies, and turn those problems into **systems, automations, integrations, SOPs, dashboards, and clearly defined workflows.**

You will work hands-on with leadership and every member of the organization.

Your responsibility is simple:

**Understand how work moves through the company and continuously find ways to organize it, automate it, document it, and improve it.**

## What You’ll Own

You will help design, implement, document, test, and continuously improve systems across the entire client lifecycle, including:

• Lead generation and lead capture
• CRM architecture and pipeline management
• Automated lead follow-up sequences
• Sales workflows and sales handoffs
• Appointment scheduling
• Proposal generation
• Engagement letter workflows
• Payment and billing workflows
• New-client onboarding
• Client document collection
• Internal task creation and assignment
• Tax and accounting fulfillment workflows
• Recurring client-service workflows
• Client communication and follow-up
• Project and deadline management
• Internal dashboards and reporting
• SOP creation and documentation
• AI-assisted workflows
• Cross-platform integrations
• Quality-control processes
• Client renewals and offboarding

You will not simply manage existing processes.

**You will be expected to build better ones.**

## Technical & Automation Experience Is Required

This is a highly technical operations position.

You must understand how modern SaaS applications communicate with each other and be capable of building workflows across multiple platforms.

### You Must Understand

• **Zapier**, including multi-step Zaps, filters, paths, triggers, actions, and troubleshooting
• **APIs and API keys**
• REST APIs and basic API concepts
• Webhooks
• GET, POST, PUT/PATCH requests
• JSON and structured data
• Authentication and securely managing API credentials
• Data mapping between applications
• Conditional logic
• Error handling and workflow troubleshooting
• Testing automations before deployment
• AI prompts and structured AI outputs
• Building workflows that incorporate AI
• Connecting applications that do not have simple native integrations

You do not necessarily need to be a software engineer.

However, if we tell you:

> “When X happens in System A, we need to pull this information, send it through AI, determine what type of client it is, update System B, create a project in System C, assign the appropriate team member, and trigger a follow-up sequence.”

You should understand **how to figure out how to build it.**

## AI Experience Is Mandatory

We want someone who actively uses AI as an operational tool.

Experience should include:

• **Claude**
• ChatGPT
• AI-assisted workflow creation
• Prompt engineering
• Structured AI outputs
• AI agents
• Using AI for SOP creation and documentation
• Using AI to analyze or transform business data
• Incorporating AI into automated workflows
• Understanding when AI should and should not replace deterministic automation

Simply knowing how to ask ChatGPT questions is **not sufficient.**

We want someone who understands how to make AI part of a repeatable business process.

## Software Experience

### Required or Strongly Preferred

• **Zapier**
• **Claude**
• **ChatGPT / OpenAI tools**
• **GoHighLevel**
• **Viktor AI**
• **Google Sheets**
• **Google Workspace**
• Gmail
• Google Drive
• Google Docs
• Google Forms

### Additional Experience Is a Major Plus

• ** ---------- **
• **n8n**
• Airtable
• ClickUp
• Asana
• ----------
• Slack
• Calendly
• HubSpot
• QuickBooks Online
• TaxDome or similar accounting practice-management software
• DocuSign / e-signature platforms
• Stripe or other payment platforms
• Twilio / SMS automation
• Looker Studio or similar dashboard tools
• Postman or similar API testing tools

We do not expect you to have used every platform listed above.

We **do expect you to understand technology well enough to learn new platforms quickly and figure out how to connect them.**

## What This Looks Like in Practice

### Lead Management

A new lead enters through a website, advertisement, referral, or form.

You design a system that can:

**Lead Captured → CRM Created → Lead Categorized → Salesperson Assigned → Automated Follow-Up → Appointment Scheduled → Pipeline Updated → Management Visibility**

### New Client Onboarding

A prospect becomes a client.

Instead of the team manually coordinating everything, you build:

**Engagement Letter Signed → Payment → Client Record Created → Onboarding Email → Document Request → Internal Project → Tasks Assigned → Deadlines Created → Team Notified**

### AI Automation

Information comes into the organization that requires classification or analysis.

You may create:

**Form Submission → API/Webhook → AI Analysis → Structured Output → CRM Update → Appropriate Workflow Triggered**

### Internal Operations

A team member performs the same repetitive process every week.

You sit with them, understand exactly what they are doing, map the process, and determine whether it should be:

**Automated → Standardized → Delegated → Improved → Eliminated**

## SOP & Process Development

One of your most important responsibilities will be getting processes **out of people's heads and into documented systems.**

You will work directly with employees to understand:

What do you do?

Why do you do it?

SKILL REQUIREMENT

Sop Writing Systems Administration AI Automation

SHARE THIS POST

Job Post	Reporter	Rank	Reason	Date

BENCHMARKS

Loading Time: Base Classes	0.0007
Controller Execution Time ( Jobseekers / Job )	0.0182
Total Execution Time	0.0195

GET DATA

No GET data exists

MEMORY USAGE

1,524,712 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/job/Systems-Automation-Project-Manager-1730318

CLASS/METHOD

jobseekers/job

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 13 (0.0120 seconds) (Hide)

0.0004	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0004	SELECT * FROM `employer_jobs` WHERE `job_id` = 1730318 LIMIT 1
0.0016	SELECT * FROM `employers` WHERE `employer_id` = 762655 LIMIT 1
0.0009	SELECT COUNT(*) AS `numrows` FROM `t_thread` `t` LEFT JOIN `t_thread_misc` `misc` ON `t`.`id` = `misc`.`thread_id` WHERE `t`.`job_id` = 1730318 AND `misc`.`id` IS NULL
0.0005	SELECT e.business_name, e.logo, e.website, e.rebill_date, e.date_added member_date, hits, DATEDIFF('2026-09-21',ej.date_added) duration_days, DATEDIFF('2026-09-21',e.rebill_date) duration_rebill, ej.*, e.deactivate FROM employers e, employer_jobs ej WHERE e.employer_id = ej.employer_id AND ((e.user_level >= '500' AND ej.date_added <= e.rebill_date) OR e.employer_id = '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-09-21',ej.date_added) <= 14 )) AND e.deactivate != 1 AND ej.deleted = 0 AND job_id = '1730318'
0.0003	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1730318
0.0007	`UPDATE employer_jobs SET hit_counts = '*Sep-14-2026=411Sep-15-2026=372Sep-16-2026=198Sep-17-2026=60Sep-18-2026=47Sep-19-2026=16**Sep-21-2026=3' WHERE job_id= '1730318'`
0.0007	`UPDATE employer_jobs SET monthly_hits = '***Sep-2026=1107' WHERE job_id= '1730318'`
0.0008	`SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id = '' AND job_id = '1730318' AND status LIKE 'sent%' ORDER BY id DESC`
0.0003	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1730318
0.0049	SELECT COUNT(*) AS `numrows` FROM `employer_jobs` WHERE `employer_id` = '762655' AND `date_added` >= '2022-06-08'
0.0004	`select * from teasers`
0.0002	`SELECT * FROM skill_categories WHERE skill_cat_id=''`

HTTP HEADERS (Show)

SESSION DATA (Show)

__ci_last_regenerate	1790021130
last_page	https://v1.stage.onlinejobs.ph/jobseekers/job/Systems-Automation-Project-Manager-1730318
csrf-token	b20b0dcd75e9506105cf2bcfa3e6b1cb

CONFIG VARIABLES (Show)

base_url	https://v1.stage.onlinejobs.ph
log_threshold	2
enable_profiler
index_page
uri_protocol	PATH_INFO
url_suffix
language	english
charset	UTF-8
enable_hooks	1
subclass_prefix	MY_
composer_autoload	vendor/autoload.php
permitted_uri_chars	a-z 0-9~%.:_\=\-\+\@?\&
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
allow_get_array	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	OdBUArjiWg9I7u7bvAwQ7Fu35VB1kzga
sess_driver	files
sess_cookie_name	ci_session
sess_expiration	2678400
sess_save_path
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection
csrf_token_name	csrf_test_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	7200
csrf_regenerate	1
csrf_exclude_uris	Array ( )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
ojadmin	JpjZkQN5A8l@^L
salt	+UFjSAT49tPZLtmU2CIG2FYN7pRhgsWyLHgSyQa6k3I=
queue_enabled
twilio	Array ( [sid] => AC00c0594045c6eef9407e8fff01f3d467 [token] => f0bfc0b73444a077894a43f5f75e6d41 [length] => 6 [from] => +639221200200 [code_expiry_seconds] => 14400 )
maintenance	Array ( [admin] => Array ( [verification] => ) [announcement_bar] => Array ( [show_slow_issue_message] => ) )
trustpilot	Array ( [to_email] => onlinejobs.ph+3d844ebf71@invite.trustpilot.com )
services	Array ( [google_tag_manager] => Array ( [id] => GTM-T5CQMS6P ) [chatgpt] => Array ( [secret] => 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 ) [claude] => Array ( [secret] => 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 ) )
v2_url	https://v2.onlinejobs.ph
replacemyself_secret_key	Kk1WpgTMkc4wBQOqC5rqCssdLhACKrsJeTtO1ywUkT4=
app	Array ( [app] => Array ( [command] => Array ( [map] => Array ( [OnlineJobs\Mailer\Command\SendEmailCommand] => OnlineJobs\Mailer\Handler\SendEmailHandler [OnlineJobs\Mail\Command\SendEmailCommand] => OnlineJobs\Mail\Handler\SendEmailHandler [OnlineJobs\Mail\Command\QueueEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueEmailPendingHandler [OnlineJobs\Mail\Command\QueueJobEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueJobEmailPendingHandler [OnlineJobs\Mail\Command\QueueUnapprovedEmailCommand] => OnlineJobs\Mail\Handler\QueueUnapprovedEmailHandler [OnlineJobs\Mail\Command\ProcessEmailQueueCommand] => OnlineJobs\Mail\Handler\ProcessEmailQueueHandler [OnlineJobs\Mail\Command\PutJobseekerEmailOnHoldCommand] => OnlineJobs\Mail\Handler\PutJobseekerEmailOnHoldHandler [OnlineJobs\Purchase\Command\RealEstateVaCourseCommand] => OnlineJobs\Purchase\Handler\RealEstateVaCourseHandler [OnlineJobs\Test\Command\HelloCommand] => OnlineJobs\Test\Handler\HelloHandler ) [middleware] => Array ( ) ) [providers] => Array ( [0] => OnlineJobs\Bus\BusServiceProvider [1] => OnlineJobs\Database\DbServiceProvider [2] => OnlineJobs\Mailer\MailerServiceProvider [3] => OnlineJobs\Support\SupportServiceProvider [4] => OnlineJobs\Employer\ServiceProvider [5] => OnlineJobs\Jobseeker\ServiceProvider [6] => OnlineJobs\Mail\ServiceProvider [7] => OnlineJobs\Postal\ServiceProvider [8] => OnlineJobs\Queue\ServiceProvider [9] => OnlineJobs\Courier\ServiceProvider [10] => OnlineJobs\Job\ServiceProvider [11] => OnlineJobs\Purchase\ServiceProvider ) ) )
meta	Array ( [facebook] => Array ( [input] => 1 [connect] => 2 [timezone] => 3 [url] => 30 [id] => 31 [photo] => 32 [name] => 33 [email] => 34 [review] => 35 ) [trust] => Array ( [government_id] => 4 [utility_bill] => 5 [selfie_photo] => 6 [profile_picture] => 7 [phone_number] => 8 [facebook] => 9 ) [verify] => Array ( [profile_picture] => 10 [government_id] => 11 [selfie_photo] => 12 [utility_bill] => 13 [address] => 14 [name] => 15 [reviewed] => 16 [government_group] => 28 [address_group] => 29 [mobile] => 38 ) [address] => Array ( [complete] => 17 [room_unit_no] => 20 [house_no] => 21 [street] => 22 [subdivision] => 23 [barangay] => 24 [city] => 25 [province] => 26 [postcode] => 27 ) [reviewed] => Array ( [similar_names] => 1 ) [name] => 18 [phone] => 19 [sms_verification_code] => 36 [resend_verification_code] => 37 [address_read] => 39 [first_name] => 100 [middle_name] => 101 [last_name] => 102 [edit] => Array ( [government_id_group] => 40 [address_group] => 41 [mobile_group] => 42 ) [salary_re_entry] => 103 [id_proof_recalibrate] => 104 [email] => 44 [mobile_verification_type] => 45 )
honeypot	Array ( [name_field] => my_name [enabled] => 1 )

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION	Upgrade
SERVER_PORT	80
SERVER_NAME	v1.stage.onlinejobs.ph
REMOTE_ADDR	127.0.0.1
SERVER_SOFTWARE	Apache/2.4.58 (Ubuntu)
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/1.1
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR	216.73.216.179
HTTP_DNT

Systems & Automation Project Manager

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

Why is this blurred?