🏖️Systems Optimization & Automation Lead - Job Code: 1782142842931

At Coconut 🥥, we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins. Clients achieve their goals, and our virtual professionals find purpose and growth in their work. We're currently looking for top talent to fill the role below:Role: Systems Optimization & Automation LeadMonthly Rate: $900-1100Availability: 20 hours/weekTime Zone: 8:00 AM - 12:00 NN EST==================================================To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form.What to Prepare:1️⃣ English Proficiency Rating – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check.2️⃣ Coconut VA Profile (Resume) – Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT AND SHOULD BE IN ENGLISH. This is a test of how keen you are with details and how well you follow instructions. ⚠️⚠️⚠️3️⃣ 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application. Before you do, check out these video tips and sample videos. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification.RequirementsExperience Needed:1. Airtable Database Management & OptimizationMaintain and manage existing Airtable bases, ensuring data integrity, consistency, and usability across the organization. Conduct regular audits, cleanup efforts, and system improvements to optimize performance and organization. Continuously improve table structures, relationships, views, permissions, and data architecture to support business needs.2. Interface & Workflow DevelopmentDesign and build custom Airtable interfaces that support team workflows and operational objectives. Create intuitive user experiences for stakeholders across departments while developing scalable systems capable of supporting continued organizational growth.3. Automation & IntegrationBuild, maintain, and optimize automations within Airtable and connected platforms such as Make and Zapier. Develop integrations with third-party applications using APIs and webhooks, ensuring reliable data flow and system functionality. Troubleshoot and improve existing automations to maximize efficiency and reduce operational bottlenecks.4. AI Integration & Process ImprovementIdentify opportunities to leverage AI tools throughout the organization. Design and implement AI-powered workflows that reduce manual work, increase productivity, and improve consistency. Collaborate with leadership to evaluate emerging technologies and implement solutions that enhance operational efficiency.5. Systems Documentation & TrainingCreate, maintain, and update documentation for internal systems, workflows, and processes. Develop training materials and lead team training sessions to ensure effective adoption and ongoing use of company systems. Serve as a trusted resource for team members seeking guidance on workflows and technology.6. Ongoing Systems Strategy & SupportAct as a strategic partner in the evolution of FundSource26’s operational infrastructure. Recommend new tools, workflows, and system enhancements that support company goals. Ensure all systems are maintainable, scalable, and aligned with long-term organizational growth.Good to have:● A systems thinker who enjoys solving complex operational challenges and creating elegant solutions.● An independent, fast learner who thrives in dynamic environments and takes ownership of your learning journey.● Highly detail-oriented and organized, with a strong commitment to accuracy, consistency, and process improvement.● Skilled at balancing strategic thinking with hands-on execution.● A proactive problem-solver who enjoys identifying inefficiencies and finding better ways to work.● An excellent communicator who can translate technical concepts into practical guidance for non-technical team members.● Passionate about technology, automation, AI, and building systems that help people do their best work.● Integrated software platforms using APIs, webhooks, and third-party tools● Developed documentation, training materials, and user support resources● Successfully managed multiple projects and priorities simultaneously● Demonstrated strong analytical and troubleshooting abilities● Adapted quickly to new technologies and emerging AI tools● Excelled in both written and verbal communicationNon-negotiable Requirements:● Worked in operations, systems management, business process improvement, automation, or a related field for 3–7 years● Built and managed complex Airtable databases and workflows● Created automations using tools such as Airtable Automations, Make, Zapier, or similar platformsIndustry/Tools Experience:- Airtable- Airtable Automations- Make- Zapier- APIs- Webhooks- AI toolsBenefitsWe’re all about uplifting lives in Coconut and we make sure we provide benefits that support work-life balance, well-being, and growth. Here’s what you can look forward to as part of the Coconut Community! ✨✅ Competitive Salary – We recognize your skills and experience with a great compensation package.✅ 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?✅ Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!✅ US Holidays Off – Enjoy 12 paid US holidays throughout the year.✅ Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.✅ Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.✅ Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind.✅ Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.✅ Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!✅ Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!✅ Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.Some benefits may vary. Full details will be provided during the onboarding process.

At Coconut 🥥, we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins. Clients achieve their goals, and our virtual professionals find purpose and growth in their work. We're currently looking for top talent to fill the role below:

Role: Systems Optimization & Automation Lead

Monthly Rate: $900-1100

Availability: 20 hours/week

Time Zone: 8:00 AM - 12:00 NN EST

==================================================

To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form.

What to Prepare:

1️⃣ English Proficiency Rating – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check.

2️⃣ Coconut VA Profile (Resume) – Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT AND SHOULD BE IN ENGLISH. This is a test of how keen you are with details and how well you follow instructions. ⚠️⚠️⚠️

3️⃣ 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application. Before you do, check out these video tips and sample videos. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification.

Requirements

Experience Needed:

1. Airtable Database Management & OptimizationMaintain and manage existing Airtable bases, ensuring data integrity, consistency, and usability across the organization. Conduct regular audits, cleanup efforts, and system improvements to optimize performance and organization. Continuously improve table structures, relationships, views, permissions, and data architecture to support business needs.

2. Interface & Workflow DevelopmentDesign and build custom Airtable interfaces that support team workflows and operational objectives. Create intuitive user experiences for stakeholders across departments while developing scalable systems capable of supporting continued organizational growth.

3. Automation & IntegrationBuild, maintain, and optimize automations within Airtable and connected platforms such as Make and Zapier. Develop integrations with third-party applications using APIs and webhooks, ensuring reliable data flow and system functionality. Troubleshoot and improve existing automations to maximize efficiency and reduce operational bottlenecks.

4. AI Integration & Process ImprovementIdentify opportunities to leverage AI tools throughout the organization. Design and implement AI-powered workflows that reduce manual work, increase productivity, and improve consistency. Collaborate with leadership to evaluate emerging technologies and implement solutions that enhance operational efficiency.

5. Systems Documentation & TrainingCreate, maintain, and update documentation for internal systems, workflows, and processes. Develop training materials and lead team training sessions to ensure effective adoption and ongoing use of company systems. Serve as a trusted resource for team members seeking guidance on workflows and technology.

6. Ongoing Systems Strategy & SupportAct as a strategic partner in the evolution of FundSource26’s operational infrastructure. Recommend new tools, workflows, and system enhancements that support company goals. Ensure all systems are maintainable, scalable, and aligned with long-term organizational growth.

Good to have:

● A systems thinker who enjoys solving complex operational challenges and creating elegant solutions.

● An independent, fast learner who thrives in dynamic environments and takes ownership of your learning journey.

● Highly detail-oriented and organized, with a strong commitment to accuracy, consistency, and process improvement.

● Skilled at balancing strategic thinking with hands-on execution.

● A proactive problem-solver who enjoys identifying inefficiencies and finding better ways to work.

● An excellent communicator who can translate technical concepts into practical guidance for non-technical team members.

● Passionate about technology, automation, AI, and building systems that help people do their best work.

● Integrated software platforms using APIs, webhooks, and third-party tools

● Developed documentation, training materials, and user support resources

● Successfully managed multiple projects and priorities simultaneously

● Demonstrated strong analytical and troubleshooting abilities

● Adapted quickly to new technologies and emerging AI tools

● Excelled in both written and verbal communication

Non-negotiable Requirements:

● Worked in operations, systems management, business process improvement, automation, or a related field for 3–7 years

● Built and managed complex Airtable databases and workflows

● Created automations using tools such as Airtable Automations, Make, Zapier, or similar platforms

Industry/Tools Experience:

- Airtable

- Airtable Automations

- Make

- Zapier

- APIs

- Webhooks

- AI tools

Benefits

We’re all about uplifting lives in Coconut and we make sure we provide benefits that support work-life balance, well-being, and growth. Here’s what you can look forward to as part of the Coconut Community! ✨

✅ Competitive Salary – We recognize your skills and experience with a great compensation package.
✅ 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?

✅ Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
✅ US Holidays Off – Enjoy 12 paid US holidays throughout the year.
✅ Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.

✅ Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
✅ Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind.
✅ Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.

✅ Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
✅ Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!

✅ Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.

Some benefits may vary. Full details will be provided during the onboarding process.

Coconut connects founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins—clients achieve their goals, and our virtual professionals find purpose and growth in their work.With a model that helps clients save up to 60% on costs, we’re still able to provide generous compensation and a comprehensive benefits package. This approach drives our 97% talent retention rate, 9.9/10 eNPS, and 9.6/10 talent satisfaction score. At Coconut, we’re committed to creating a sustainable ecosystem where happy, supported team members lead to exceptional results for our clients.

Coconut connects founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins—clients achieve their goals, and our virtual professionals find purpose and growth in their work.

With a model that helps clients save up to 60% on costs, we’re still able to provide generous compensation and a comprehensive benefits package. This approach drives our 97% talent retention rate, 9.9/10 eNPS, and 9.6/10 talent satisfaction score. At Coconut, we’re committed to creating a sustainable ecosystem where happy, supported team members lead to exceptional results for our clients.