Pay is tied to experience: Entry-level candidates start near the lower end, while candidates with advanced skills and extended experience qualify for the top end.
Location: 100% Remote
Schedule: Full-Time (40 hours/week)
Job Responsibilities
Interact with and prompt AI bots to draft high-quality emails, messaging, and outreach copy.
Review and analyze 10-K filings, P&L statements, and financial reports to extract key business drivers for prospect targeting.
Connect remotely to the team lead's workstation to execute daily tasks, manage files, and handle operational workflows.
Support pipeline development by researching target accounts, organizing contact data, and tracking outreach metrics.
Maintain clear, timely communication across all assigned tasks and adapt quickly to shifting daily priorities.
Minimum 1 year of professional work experience (any field).
Candidates with additional experience and advanced skills are strongly encouraged to apply.
Language Skills: Advanced/Fluent English proficiency (written and spoken) with strong contextual understanding for AI prompting and professional email drafting.
Financial Literacy: Fundamental understanding of finance and accounting principles, including theability to read 10-Ks, P&L statements, and core business drivers.
Connectivity: Stable, high-speed fiber or broadband internet connection (minimum 25–50 Mbps download/upload) with power and network backup solutions to maintain uninterrupted remote sessions.
Hardware & Workstation SpecificationsTo ensure seamless remote desktop performance, real-time AI processing, and heavy multitasking, candidates must own a computer that meets or exceeds the following hardware criteria:Processor (CPU):Windows: Quad-core Intel Core i5 / AMD Ryzen 5 (11th Gen / 5000 series or newer).
Mac: Apple Silicon M1 processor or newer.
Memory (RAM): 16 GB minimum.
Storage: 256 GB Solid State Drive (SSD) with at least 50 GB of free space (HDD-only systems will not be accepted due to latency during remote desktop hosting).
Operating System: Windows 10/11 Pro (Windows Pro is required for native remote access features) or macOS Monterey (or newer).
Peripherals: Dual-monitor setup is strongly preferred to manage remote desktop connections alongside local research and AI tools efficiently.
Skills Required
Accounting - Beginner
English Language Arts - Expert
Finance - Beginner
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