Operations Specialist: CRM, Automation, & YouTube Operations

Remote | Philippines | Full-Time | Monday–Friday | 8:00 AM–4:00 PM U.S. Eastern Time

Must-Have Experience (***Please read this carefully before applying)
- You must have excellent English and hands-on experience with CRM workflows, CRM data management, and intermediate Zapier automations.
- Experience with Wealthbox, Redtail, Calendly, or GReminders is a major plus.
- You must also be able to own the full YouTube publishing process for 2 videos per week, turning raw footage into simple, professional, branded videos with thumbnails, titles, descriptions, and scheduled posts.

About: Advisor Tech Partners helps financial advisory firms build better workflows inside Wealthbox and Redtail CRMs, set up automations through Zapier, and configure scheduling platforms like Calendly and GReminders.
- We work with financial advisors who need their systems, workflows, automations, and client experience to run smoothly.
- We are hiring a full-time Operations Specialist based in the Philippines to support our owners, advisors, CRM workflows, automations, client service processes, prospect follow-ups, and YouTube content operations.

Role Summary: This role is ideal for someone who is highly organized, excellent in English, strong with CRMs, comfortable following detailed workflows, and capable of improving internal processes over time.
- Your first priority will be supporting the company owners and advisors.
- You will help keep CRM records accurate, manage tasks and workflows, support Zapier automations, improve internal processes, create Loom tutorials, and help manage our YouTube publishing process.
- This is a long-term role for someone who wants stability, high standards, clear expectations, and room to grow.

Top Priorities: Your main priorities will be:
- Supporting owners and advisors with operational tasks
- Keeping CRM records, tasks, notes, stages, and workflows accurate
- Building and maintaining Zapier automations
- Supporting Wealthbox and Redtail CRM workflows
- Improving internal processes and SOPs
- Editing and publishing 2 YouTube videos per week
- Creating Loom tutorials and internal training videos
- Supporting limited client communication when needed

Responsibilities: You will be responsible for:
- CRM & Workflow Operations
1) Keep CRM records accurate and up to date
2) Follow CRM workflows exactly as documented
3) Update tasks, notes, stages, and client/advisor records
4) Review follow-ups and make sure nothing is missed
5) Help maintain and improve Wealthbox and Redtail workflows
6) Support CRM cleanup and data organization
7) Make work visible and trackable inside the CRM
8) Help the team fully utilize the CRM instead of working outside the system

- Zapier & Automation
1) Build and maintain intermediate Zapier automations
2) Work with multi-step Zaps, filters, formatting, and workflow logic
3) Troubleshoot Zapier errors
4) Document automations and how they work
5) Help improve internal automation processes
6) Connect CRM, scheduling, email, forms, and other tools where needed

- Advisor & Owner Support
1) Support company owners and advisors with operational tasks
2) Help prepare workflows, tutorials, and client/advisor process materials
3) Follow up on open items
4) Organize information clearly
5) Take ownership of assigned tasks
6) Communicate clearly when something is unclear or blocked

- Scheduling Software Build Out & Upkeep
1) Help manage or support tools like GReminders and Calendly
2) Assist with scheduling workflows
3) Make sure scheduling-related processes are accurate and easy to follow
4) Help document recurring setup steps

- Loom Tutorials & Internal Documentation
1) Create Loom video tutorials for internal processes
2) Explain workflows clearly in written and video format
3) Help build and improve SOPs
4) Document repeatable steps so other people can follow them

- YouTube & Video Operations: You will also own our YouTube publishing process for 2 videos per week.
1) Receive raw footage from the owners
2) Edit videos using Kapwing or another approved editing tool
3) Remove mistakes, long pauses, and unnecessary filler
4) Improve pacing and watchability
5) Keep the video simple, professional, and not overproduced
6) Add intro/outro where needed
7) Add simple branding elements
8) Create thumbnails
9) Write video titles & descriptions
10) Upload and schedule videos on YouTube
11) Manage the YouTube publishing checklist
***Short-form clips may be added in the future, but long-form YouTube videos are the current priority

Required Experience: You should have experience with
- CRM workflows and CRM data management
- Keeping CRM records, tasks, notes, and stages accurate
- Following documented workflows
- Improving internal processes
- Intermediate Zapier automations
- Google Drive
- Loom
- YouTube channel management
- Video editing
- Thumbnail creation
- Writing titles and descriptions
- Working remotely
- Communicating in excellent written English
- Work in U.S. TimeZone (Monday–Friday | 8:00 AM–4:00 PM U.S. Eastern Time)

Preferred Experience: Strong applicants may also have experience with
- Wealthbox
- Redtail CRM
- GReminders
- Calendly
- Mailchimp
- Kapwing
- Financial advisory firms
- Supporting owners, advisors, executives, or consultants
- Creating SOPs
- Creating internal training videos
- Managing client onboarding or client service workflows

Work Style We Want: We are looking for someone who is:
- Excellent in English
- Detail-oriented
- Organized
- Reliable
- Comfortable following workflows
- Able to improve processes over time
- Resourceful
- Honest
- Responsive
- Comfortable with technology
- Good at asking clear questions
- Able to take ownership without needing constant reminders
***If you are stuck or unsure, we expect you to try to solve it first, then ask for help and explain what you tried.
***We value resourcefulness, but we do not want silent guessing.

Work Visibility: We do not want constant unnecessary status updates.
- Instead, your work should be visible and trackable inside the CRM, task system, and documented workflows.
- You are expected to keep records, stages, notes, and tasks accurate so the team can see progress without needing to ask repeatedly.

Client Communication: This role is approximately 90% Behind the scenes & 10% client-facing
- Sending follow-up emails
- Scheduling meetings
- Requesting missing documents or information
- Answering basic process or status questions
- Joining client calls when needed
- Creating Loom video tutorials for clients or internal use
***This is not a heavy client-facing role, but your English must be strong enough to communicate professionally when needed.

Schedule: This is a full-time role
- Monday–Friday
- Hours: 8:00 AM–4:00 PM U.S. Eastern Time
***You must be able to consistently work this schedule.

Compensation: Starting compensation is
- $800 USD per month for the first 6 months
- After a successful 6-month performance review, compensation increases to: $1,200 USD per month
- Performance bonuses may also be available based on results, reliability, and quality of work.

Equipment & Internet: You must have
- Your own reliable computer
- Stable home internet
- Backup internet option
- A professional remote work setup

Final Instruction
- To show that you read the full job post and can follow instructions, write this exact phrase at the end of your application: I read the full post and follow instructions carefully

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