Senior Technical Implementation VA - AI Automation & B2B Systems

Role Title: Senior Technical Implementation VA - AI Automation & B2B Systems
Contract
Remote
Time Zone: MST

Role Essential Qualifications / Skills (Must Haves)

• Proven experience independently building, integrating, testing, and maintaining AI

powered business systems and automations.

• Advanced experience with CRM, cold -email , calendar, form, workflow, and lead

management integrations.

• Strong working knowledge of tools such as GoHighLevel, Zapier, Make, Acquisity,

Instantly, Smartlead, Apollo, Google Workspace, Calendly, and similar platforms.

• Ability to work with APIs, webhooks, field mapping, conditional logic, data

synchronization, and multi-step workflows.

• Capable of translating a business outcome or loosely defined client requirement into a

practical technical solution without needing detailed instructions.

• Strong troubleshooting ability across domains, DNS, email authentication, inbox

connectivity, calendar integrations, CRM pipelines, automations, and data flow.

• Able to participate in client discovery and implementation calls, ask intelligent technical

questions, identify missing requirements, and recommend solutions.

• Comfortable working with B2B SaaS, healthcare, life-sciences, and professional-services

clients where accuracy, privacy, governance, and reliability matter.

• Able to distinguish between what can be delivered with existing AIA/Blacklabel agents

and what requires custom integration or development.

• Strong documentation skills, including workflow maps, build specifications, SOPs, testing

procedures, and client handoff documentation.

• Excellent written and spoken English with professional, client-facing communication.
• Highly accountable and proactive. Must communicate blockers early, manage deadlines,

and take full ownership from scoping through deployment and quality assurance.

• Must be able to work independently with minimal supervision. This is not an entry-level

role and Michaele does not have the availability to provide day-to-day technical
management or hand-holding.

Role Preferred Qualifications / Skills (Nice-to-Haves)

• Previous experience supporting an AI automation agency, SaaS consultancy, or B2B lead

generation business.

• Familiarity with healthcare technology, healthcare commercialization, regulated

industries, data privacy, or AI governance.

• Experience supporting pre-revenue and early-stage SaaS companies, including pilot

programs and proof-of-concept deployments.

• Experience with AI SDRs, conversational AI, lead qualification, automated follow-up, and

appointment-booking systems.

• Familiarity with contact-center platforms such as Zendesk, NICE, Genesys, Five9, or

Salesforce Service Cloud.

• Experience integrating model-agnostic AI tools or governance systems through APIs.
• Understanding of cold -email infrastructure, deliverability, domain configuration, inbox

health, reply routing, and campaign reporting.

• Ability to estimate technical scope, required hours, third-party costs, implementation

risks, and delivery timelines before a proposal is finalized.

• Experience managing multiple client implementations and coordinating with outbound

specialists, developers, and other contractors.

• Ability to help create repeatable service packages and templates as Metronome Advisors

builds its client base.

Is the business newly launched or already established?
Newly launched / early-stage consulting and AI implementation business.

KPIs/Success Measures

• Technical projects accurately scoped before Michaele makes client commitments.
• Projects delivered on time, within the agreed scope, and with minimal rework.
• Automations and integrations tested successfully before client launch.
• Reliable lead flow from initial capture through CRM, follow-up, qualification, and

booking.

• Reduced technical involvement required from Michaele.
• Clear and timely communication of progress, risks, dependencies, and blockers.
• Complete documentation and SOPs created for every deployed system.
• Fast and effective resolution of technical issues.
• Positive client feedback and strong implementation experience.
• Ability to support multiple client accounts as Metronome Advisors grows.
• Repeatable systems created so successful implementations can be deployed efficiently

for future clients.

Main Responsibilities

• Join discovery or scoping calls when needed and ask the technical questions required to

define a realistic solution.

• Translate client problems and desired outcomes into system architecture, workflows,

integrations, and implementation plans.

• Advise Michaele on feasibility, scope, timelines, dependencies, third-party costs, and

delivery risks before proposals are finalized.

• Build and configure CRMs, lead-capture systems, pipelines, calendars, forms, email

workflows, AI agents, and automated follow-up.

• Connect systems using native integrations, Zapier, Make, APIs, and webhooks.
• Configure and troubleshoot domains, DNS records, inboxes, email authentication,

calendars, permissions, and user access.

• Support AI SDR, qualification, routing, follow-up, and appointment-booking workflows.
• Test every workflow from end to end, including failure paths, edge cases, notifications,

and data accuracy.

• Monitor active systems, identify failures, and resolve issues proactively.
• Maintain clear build documentation, client-facing instructions, SOPs, credentials/access

records, and change logs.

• Coordinate with a separate Cold Outbound Specialist responsible for ICP research, lists,

messaging, campaigns, deliverability, and A/B testing.

• Manage the technical delivery side of client engagements so Michaele can focus on

strategy, client relationships, sales, and healthcare commercialization.

• Help Metronome Advisors turn successful builds into standardized, repeatable service

offerings.

Compensation Range
Starting range: $10-$15 per hour, based on experience, technical depth, and client-facing
capability.

Begin on a part-time, project-based basis, with the intention of increasing hours and
transitioning toward a stable monthly retainer as Metronome Advisors signs clients. The
candidate should understand that demonstrated ownership and delivery quality can create a
long-term opportunity to become the lead technical implementation resource.
Contract Type
Contract
Timezone
Must provide dependable overlap with U.S. Mountain Time and be available for scheduled
client calls during U.S. business hours. A minimum of 3-4 hours of consistent overlap is
preferred.