
Consultation Opportunity – Professional Services Operations (Agencies, Accounting, Consulting)
Upwork
Remoto
•6 hours ago
•No application
About
We are a stealth-mode startup building an AI tool that automates and streamlines business operations and workflows. To ensure we solve real problems, we are conducting paid expert interviews with professionals in the Professional Services sector (agencies, accountants, consultants). What We’re Looking For: - 2+ years experience in Professional Services (agency, consulting, or accounting). - Direct experience in back-office or operations-heavy roles. Familiarity with workflows such as: - Client onboarding & account management - Billing, invoicing & dispute resolution - Compliance & document management - Project staffing, scheduling & resource allocation - High-volume client service