Payroll Specialist 

About the Role
Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.

Day-to-day you will be expected to:

A key component of our client’s mission to empower retirement savings includes effortless plan

onboarding and ongoing plan administration. You will support coordination of payroll systems setup, to ensure implementation is frictionless.

This will include:

• Referencing existing documentation on payroll systems.
• Ensuring action items are completed in a timely manner.
• Increasing client speed to complete onboarding through successful completion of project tasks.

Requirements:

• Keen attention to detail and deadlines
• Strong ability to follow written and verbal instructions
• Fluency in English both written and spoken
• Experience in operations or administrative roles is a plus, but not required. What’s most important is your ability to quickly understand new concepts and your passion for the work.
• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, and Jira/Confluence

Qualities and Skills:

• Good organizational skills.
• A quick learner.
• Regularly seeking understanding by frequently asking questions.

Hours:

40 hours per week

9-5pm US-ET

Must be able to work US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $5/hour

Employment type: Contract
Workplace type: Remote

Payroll Specialist 

About the Role
Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.

Day-to-day you will be expected to:

A key component of our client’s mission to empower retirement savings includes effortless plan

onboarding and ongoing plan administration. You will support coordination of payroll systems setup, to ensure implementation is frictionless.

This will include:

• Referencing existing documentation on payroll systems.
• Ensuring action items are completed in a timely manner.
• Increasing client speed to complete onboarding through successful completion of project tasks.

Requirements:

• Keen attention to detail and deadlines
• Strong ability to follow written and verbal instructions
• Fluency in English both written and spoken
• Experience in operations or administrative roles is a plus, but not required. What’s most important is your ability to quickly understand new concepts and your passion for the work.
• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, and Jira/Confluence

Qualities and Skills:

• Good organizational skills.
• A quick learner.
• Regularly seeking understanding by frequently asking questions.

Hours:

40 hours per week

9-5pm US-ET

Must be able to work US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $5/hour

Employment type: Contract
Workplace type: Remote

Payroll Specialist 

About the Role
Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.

Day-to-day you will be expected to:

A key component of our client’s mission to empower retirement savings includes effortless plan

onboarding and ongoing plan administration. You will support coordination of payroll systems setup, to ensure implementation is frictionless.

This will include:

• Referencing existing documentation on payroll systems.
• Ensuring action items are completed in a timely manner.
• Increasing client speed to complete onboarding through successful completion of project tasks.

Requirements:

• Keen attention to detail and deadlines
• Strong ability to follow written and verbal instructions
• Fluency in English both written and spoken
• Experience in operations or administrative roles is a plus, but not required. What’s most important is your ability to quickly understand new concepts and your passion for the work.
• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, and Jira/Confluence

Qualities and Skills:

• Good organizational skills.
• A quick learner.
• Regularly seeking understanding by frequently asking questions.

Hours:

40 hours per week

9-5pm US-ET

Must be able to work US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $5/hour

Employment type: Contract
Workplace type: Remote

Payroll Specialist 

About the Role
Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.

Day-to-day you will be expected to:

A key component of our client’s mission to empower retirement savings includes effortless plan

onboarding and ongoing plan administration. You will support coordination of payroll systems setup, to ensure implementation is frictionless.

This will include:

• Referencing existing documentation on payroll systems.
• Ensuring action items are completed in a timely manner.
• Increasing client speed to complete onboarding through successful completion of project tasks.

Requirements:

• Keen attention to detail and deadlines
• Strong ability to follow written and verbal instructions
• Fluency in English both written and spoken
• Experience in operations or administrative roles is a plus, but not required. What’s most important is your ability to quickly understand new concepts and your passion for the work.
• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, and Jira/Confluence

Qualities and Skills:

• Good organizational skills.
• A quick learner.
• Regularly seeking understanding by frequently asking questions.

Hours:

40 hours per week

9-5pm US-ET

Must be able to work US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $5/hour

Employment type: Contract
Workplace type: Remote

Payroll Specialist 

About the Role
Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.

Day-to-day you will be expected to:

A key component of our client’s mission to empower retirement savings includes effortless plan

onboarding and ongoing plan administration. You will support coordination of payroll systems setup, to ensure implementation is frictionless.

This will include:

• Referencing existing documentation on payroll systems.
• Ensuring action items are completed in a timely manner.
• Increasing client speed to complete onboarding through successful completion of project tasks.

Requirements:

• Keen attention to detail and deadlines
• Strong ability to follow written and verbal instructions
• Fluency in English both written and spoken
• Experience in operations or administrative roles is a plus, but not required. What’s most important is your ability to quickly understand new concepts and your passion for the work.
• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, and Jira/Confluence

Qualities and Skills:

• Good organizational skills.
• A quick learner.
• Regularly seeking understanding by frequently asking questions.

Hours:

40 hours per week

9-5pm US-ET

Must be able to work US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $5/hour

Employment type: Contract
Workplace type: Remote

Project Overview

We are sourcing independent Search Engine Evaluation Specialists to provide their expertise for an AI benchmark evaluation project. As AI models increasingly interpret search intent, analyze indexing protocols, and evaluate search rank responses, their accuracy relies entirely on robust, expert-crafted training data. The objective of this project is to autonomously produce high-quality evaluation tasks, strong prompts, and clear, well-structured rubrics that generate clean, reliable data for model training.

Project Deliverables & Scope

Operate autonomously to design complex evaluation frameworks and provide structured training data. Expected deliverables include:

• Task & Prompt Creation: Generating realistic, high-quality prompts that compel the AI model to produce complex, professional-grade deliverables specific to search rank response analysis, indexing logic, and query relevance.
• Benchmark Evaluation Data Generation: Producing clean, reliable training data that directly aids in the evaluation and refinement of AI models handling complex SEO and search engine ranking tasks.
• Quality Assurance & Fact-Checking: Ensuring all generated tasks and scoring criteria reflect strict, real-world search quality rating standards, technical indexing mechanics, and user intent accuracy.

Required Expertise

To successfully fulfill the deliverables of this project, Contractors must possess deep industry knowledge to craft realistic professional scenarios.

Core skillset includes:

• Demonstrable professional expertise within the Search Engine Optimization (SEO), search quality rating, or digital marketing sectors, with a deep understanding of indexing, ranking factors, and search response evaluation.
• Strong writing and prompt generation skills, with the ability to design highly realistic, complex search evaluation task scenarios for AI training.
• Proficiency in rubric generation, specifically the ability to create objective, non-ambiguous scoring criteria that leave no room for subjective interpretation.
• A meticulous, detail-oriented approach to fact-checking search rankings, evaluating content quality against official rating guidelines, and generating reliable data for system benchmarking.

We offer a pay rate of $20 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor 

Workplace Type: Remote

Project Overview

We are sourcing independent Real Estate, Rental, and Leasing Specialists to provide their expertise for an AI benchmark evaluation project. As AI models increasingly generate professional-grade property valuations, lease agreements, and real estate market analyses, their accuracy relies entirely on robust, expert-crafted training data. The objective of this project is to autonomously produce high-quality evaluation tasks, strong prompts, and clear, well-structured rubrics that generate clean, reliable data for model training.

Project Deliverables & Scope

Operate autonomously to design complex evaluation frameworks and provide structured training data. Expected deliverables include:

• Task & Prompt Creation: Generating realistic, high-quality prompts that compel the AI model to produce complex, professional-grade deliverables specific to real estate transactions, property management, and leasing agreements.
• Rubric Development: Writing clear, well-structured evaluation rubrics with criteria that are highly specific, non-ambiguous, and easy to score.
• Benchmark Evaluation Data Generation: Producing clean, reliable training data that directly aids in the evaluation and refinement of AI models handling complex real estate and property management tasks.
• Quality Assurance & Fact-Checking: Ensuring all generated tasks and scoring criteria reflect strict, real-world real estate market standards, leasing regulations, and property valuation methodologies.

Required Expertise

To successfully fulfill the deliverables of this project, Contractors must possess deep industry knowledge to craft realistic professional scenarios.

Core skillset includes:

• Demonstrable professional expertise within the real estate, property management, or leasing sectors, with a deep understanding of industry standards, legal terminology, and property market deliverables.
• Strong writing and prompt generation skills, with the ability to design highly realistic, complex real estate task scenarios for AI evaluation.
• Proficiency in rubric generation, specifically the ability to create objective, non-ambiguous scoring criteria that leave no room for subjective interpretation.
• A meticulous, detail-oriented approach to fact-checking lease contracts, property appraisals, zoning regulations, and market data to generate reliable data for system benchmarking.

We offer a pay range of $10-to-$30 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor

Workplace Type: Remote

Project Overview

We are sourcing independent Retail Trade Specialists to provide their expertise for an AI benchmark evaluation project. As AI models increasingly generate professional-grade retail strategies, merchandising plans, and omnichannel workflows, their accuracy relies entirely on robust, expert-crafted training data. The objective of this project is to autonomously produce high-quality evaluation tasks, strong prompts, and clear, well-structured rubrics that generate clean, reliable data for model training.

Project Deliverables & Scope

Operate autonomously to design complex evaluation frameworks and provide structured training data. Expected deliverables include:

• Task & Prompt Creation: Generating realistic, high-quality prompts that compel the AI model to produce complex, professional-grade deliverables specific to retail trade, visual merchandising, e-commerce, and store operations.
• Rubric Development: Writing clear, well-structured evaluation rubrics with criteria that are highly specific, non-ambiguous, and easy to score.
• Benchmark Evaluation Data Generation: Producing clean, reliable training data that directly aids in the evaluation and refinement of AI models handling complex retail and consumer-facing tasks.
• Quality Assurance & Fact-Checking: Ensuring all generated tasks and scoring criteria reflect strict, real-world retail market standards, consumer trends, and operational realities.

Required Expertise

To successfully fulfill the deliverables of this project, Contractors must possess deep industry knowledge to craft realistic professional scenarios.

Core skillset includes:

• Demonstrable professional expertise within the retail trade, merchandising, store management, or e-commerce sectors, with a deep understanding of industry standards, retail terminology, and inventory management.
• Strong writing and prompt generation skills, with the ability to design highly realistic, complex retail task scenarios for AI evaluation.
• Proficiency in rubric generation, specifically the ability to create objective, non-ambiguous scoring criteria that leave no room for subjective interpretation.
• A meticulous, detail-oriented approach to fact-checking merchandising plans, pricing strategies, consumer data, and retail operations to generate reliable data for system benchmarking.

We offer a pay range of $10-to-$30 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor

Workplace Type: Remote

Project Overview

We are sourcing independent Wholesale Trade Specialists to provide their expertise for an AI benchmark evaluation project. As AI models increasingly generate professional-grade B2B distribution strategies, inventory management workflows, and wholesale pricing models, their accuracy relies entirely on robust, expert-crafted training data. The objective of this project is to autonomously produce high-quality evaluation tasks, strong prompts, and clear, well-structured rubrics that generate clean, reliable data for model training.

Project Deliverables & Scope

Operate autonomously to design complex evaluation frameworks and provide structured training data. Expected deliverables include:

• Task & Prompt Creation: Generating realistic, high-quality prompts that compel the AI model to produce complex, professional-grade deliverables specific to wholesale trade, B2B distribution, and bulk purchasing agreements.
• Rubric Development: Writing clear, well-structured evaluation rubrics with criteria that are highly specific, non-ambiguous, and easy to score.
• Benchmark Evaluation Data Generation: Producing clean, reliable training data that directly aids in the evaluation and refinement of AI models handling complex wholesale and logistics-related tasks.
• Quality Assurance & Fact-Checking: Ensuring all generated tasks and scoring criteria reflect strict, real-world B2B market standards, inventory compliance, and supply chain realities.

Required Expertise

To successfully fulfill the deliverables of this project, Contractors must possess deep industry knowledge to craft realistic professional scenarios.

Core skillset includes:

• Demonstrable professional expertise within the wholesale trade, B2B sales, procurement, or distribution management sectors, with a deep understanding of industry standards, wholesale terminology, and supply chain logistics.
• Strong writing and prompt generation skills, with the ability to design highly realistic, complex B2B task scenarios for AI evaluation.
• Proficiency in rubric generation, specifically the ability to create objective, non-ambiguous scoring criteria that leave no room for subjective interpretation.
• A meticulous, detail-oriented approach to fact-checking supplier catalogs, pricing tiers, distribution contracts, and inventory data to generate reliable data for system benchmarking.

We offer a pay range of $10-to-$30 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor

Workplace Type: Remote

Project Overview

We are sourcing independent Manufacturing Specialists to provide their expertise for an AI benchmark evaluation project. As AI models increasingly generate professional-grade production workflows, supply chain analyses, and quality control reports, their accuracy relies entirely on robust, expert-crafted training data. The objective of this project is to autonomously produce high-quality evaluation tasks, strong prompts, and clear, well-structured rubrics that generate clean, reliable data for model training.

Project Deliverables & Scope

Operate autonomously to design complex evaluation frameworks and provide structured training data. Expected deliverables include:

• Task & Prompt Creation: Generating realistic, high-quality prompts that compel the AI model to produce complex, professional-grade deliverables specific to manufacturing operations, production planning, supply chain management, and quality assurance.
• Rubric Development: Writing clear, well-structured evaluation rubrics with criteria that are highly specific, non-ambiguous, and easy to score.
• Benchmark Evaluation Data Generation: Producing clean, reliable training data that directly aids in the evaluation and refinement of AI models handling complex manufacturing and industrial-related tasks.
• Quality Assurance & Fact-Checking: Ensuring all generated tasks and scoring criteria reflect strict, real-world industrial standards, safety regulations, and production methodologies.

Required Expertise

To successfully fulfill the deliverables of this project, Contractors must possess deep industry knowledge to craft realistic professional scenarios.

Core skillset includes:

• Demonstrable professional expertise within the manufacturing, industrial engineering, supply chain, or production management sectors, with a deep understanding of industry standards, operational terminology, and process optimization.
• Strong writing and prompt generation skills, with the ability to design highly realistic, complex manufacturing task scenarios for AI evaluation.
• Proficiency in rubric generation, specifically the ability to create objective, non-ambiguous scoring criteria that leave no room for subjective interpretation.
• A meticulous, detail-oriented approach to fact-checking technical manuals, production metrics, safety protocols, and supply chain data to generate reliable data for system benchmarking.

We offer a pay range of $10-to-$30 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor

Workplace Type: Remote

Project Overview

We are seeking independent Product Matching Specialists and data experts to provide their expertise for an e-commerce platform enrichment project. As digital storefronts and influencer platforms evolve, their usability depends entirely on high-quality product matching and accurate categorization. Quality is our top priority. The objective of this project is to evaluate digital content, accurately match new products to existing ones, and create new product entries when needed to ensure the highest standards of data integrity.

Project Deliverables & Scope

Operate autonomously to process digital content and provide structured data tagging. Expected deliverables include:

• Product Data Enrichment: Accurately matching, creating, or dismissing product "pins" on the platform based on provided project guidelines.
• Quality Assurance Auditing: Reviewing and updating digital product content to ensure it strictly meets standards for accuracy, clarity, and relevance.
• Edge Case Documentation: Proactively identifying, documenting, and flagging data inconsistencies, anomalies, or edge cases within the platform's ecosystem.
• Taxonomy & Logic Feedback: Providing structured suggestions and expert feedback to improve the platform's overall tagging logic, taxonomy, and data labeling workflows.

Required Expertise & Background

To successfully fulfill the deliverables of this project, Contractors must possess sharp attention to detail and a quality-first mindset (catching what others miss).

Core competencies and requirements include:

• Demonstrable speed and accuracy with data entry, product tagging, or content moderation.
• Comfort and proficiency working with digital content, specifically evaluating and matching complex product images.
• The ability to independently follow complex guidelines and apply nuanced judgment to ambiguous digital storefront content.
• Proactive communication skills to accurately flag issues, document errors, and ask clarifying questions regarding edge cases.
• Preferred Experience: Familiarity with e-commerce platforms, consumer products, 
• influencer content, or a background in Quality Assurance (QA) and data labeling.

Service Fees

This project utilizes a piece-rate billing structure aligned with completed deliverables: $0.15 for a created pin, $0.10 per matched pin, and $0.02 for a dismissed pin. Depending on the contractor's workflow and efficiency, this yields an estimated average of ~$5.00 per hour.As an independent contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor 

Workplace Type: Remote

Project Overview

We are seeking independent Product Matching Specialists and data experts to provide their expertise for an e-commerce platform enrichment project. As digital storefronts and influencer platforms evolve, their usability depends entirely on high-quality product matching and accurate categorization. Quality is our top priority. The objective of this project is to evaluate digital content, accurately match new products to existing ones, and create new product entries when needed to ensure the highest standards of data integrity.

Project Deliverables & Scope

Operate autonomously to process digital content and provide structured data tagging. Expected deliverables include:

• Product Data Enrichment: Accurately matching, creating, or dismissing product "pins" on the platform based on provided project guidelines.
• Quality Assurance Auditing: Reviewing and updating digital product content to ensure it strictly meets standards for accuracy, clarity, and relevance.
• Edge Case Documentation: Proactively identifying, documenting, and flagging data inconsistencies, anomalies, or edge cases within the platform's ecosystem.
• Taxonomy & Logic Feedback: Providing structured suggestions and expert feedback to improve the platform's overall tagging logic, taxonomy, and data labeling workflows.

Required Expertise & Background

To successfully fulfill the deliverables of this project, Contractors must possess sharp attention to detail and a quality-first mindset (catching what others miss).

Core competencies and requirements include:

• Demonstrable speed and accuracy with data entry, product tagging, or content moderation.
• Comfort and proficiency working with digital content, specifically evaluating and matching complex product images.
• The ability to independently follow complex guidelines and apply nuanced judgment to ambiguous digital storefront content.
• Proactive communication skills to accurately flag issues, document errors, and ask clarifying questions regarding edge cases.
• Preferred Experience: Familiarity with e-commerce platforms, consumer products, 
• influencer content, or a background in Quality Assurance (QA) and data labeling.

Service Fees

This project utilizes a piece-rate billing structure aligned with completed deliverables: $0.15 for a created pin, $0.10 per matched pin, and $0.02 for a dismissed pin. Depending on the contractor's workflow and efficiency, this yields an estimated average of ~$5.00 per hour.As an independent contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor 

Workplace Type: Remote

Project Overview

We are seeking independent Product Matching Specialists and data experts to provide their expertise for an e-commerce platform enrichment project. As digital storefronts and influencer platforms evolve, their usability depends entirely on high-quality product matching and accurate categorization. Quality is our top priority. The objective of this project is to evaluate digital content, accurately match new products to existing ones, and create new product entries when needed to ensure the highest standards of data integrity.

Project Deliverables & Scope

Operate autonomously to process digital content and provide structured data tagging. Expected deliverables include:

• Product Data Enrichment: Accurately matching, creating, or dismissing product "pins" on the platform based on provided project guidelines.
• Quality Assurance Auditing: Reviewing and updating digital product content to ensure it strictly meets standards for accuracy, clarity, and relevance.
• Edge Case Documentation: Proactively identifying, documenting, and flagging data inconsistencies, anomalies, or edge cases within the platform's ecosystem.
• Taxonomy & Logic Feedback: Providing structured suggestions and expert feedback to improve the platform's overall tagging logic, taxonomy, and data labeling workflows.

Required Expertise & Background

To successfully fulfill the deliverables of this project, Contractors must possess sharp attention to detail and a quality-first mindset (catching what others miss).

Core competencies and requirements include:

• Demonstrable speed and accuracy with data entry, product tagging, or content moderation.
• Comfort and proficiency working with digital content, specifically evaluating and matching complex product images.
• The ability to independently follow complex guidelines and apply nuanced judgment to ambiguous digital storefront content.
• Proactive communication skills to accurately flag issues, document errors, and ask clarifying questions regarding edge cases.
• Preferred Experience: Familiarity with e-commerce platforms, consumer products, 
• influencer content, or a background in Quality Assurance (QA) and data labeling.

Service Fees

This project utilizes a piece-rate billing structure aligned with completed deliverables: $0.15 for a created pin, $0.10 per matched pin, and $0.02 for a dismissed pin. Depending on the contractor's workflow and efficiency, this yields an estimated average of ~$5.00 per hour.As an independent contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor 

Workplace Type: Remote

Project Overview

We are sourcing independent Online Ordering Implementation Experts to provide onboarding and technical consultation for a digital commerce project. As restaurants and merchants increasingly adopt direct, commission-free online ordering platforms, their success depends on seamless integration and brand consistency. The objective of this project is to autonomously guide merchants through the setup of their Online Ordering pages, ensuring correct integration with their existing websites, Google My Business (GMB), and Google Food Ordering (GFO).

Project Deliverables & Scope

Operate autonomously to manage merchant implementations and provide technical guidance. Expected deliverables include:

• Implementation & Integration: Guiding merchants through full setup sessions to ensure high-quality Online Ordering implementations, including testing links and integrating them into current websites, GMB, and GFO.
• Brand Customization & Web Development: Assisting merchants in building new websites when needed or customizing existing pages to reflect their visual identity and meet strict design standards.
• Technical Troubleshooting & POS Integration: Independently processing complex integrations (such as Toast POS) and dual menus, ensuring all ordering links are fully functional and resolving any technical barriers.

Required Expertise

To successfully fulfill the deliverables of this project, Contractors must possess a strong blend of technical agility and virtual client engagement experience.

Core skillset includes:

• Strong technical aptitude with the ability to learn new platforms quickly, build trust, and confidently handle objections related to technology, time, or cost.
• Detail-oriented communication skills to uncover merchant needs through structured questioning and articulate relevant digital solutions.
• Proficiency in Google Workspace (Docs, Sheets, Gmail) and comfort with data-driven decision-making.
• Preferred Experience: Familiarity with e-commerce platforms, restaurant POS systems (especially Toast), and basic knowledge of HTML/CSS or website customization. Prior experience in B2B sales, customer success, or merchant onboarding is highly valued.

Service Fees

We offer a pay rate of $5 per hour. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor 

Workplace Type: Remote

Project Overview

We are seeking independent Product Matching Specialists and data experts to provide their expertise for an e-commerce platform enrichment project. As digital storefronts and influencer platforms evolve, their usability depends entirely on high-quality product matching and accurate categorization. Quality is our top priority. The objective of this project is to evaluate digital content, accurately match new products to existing ones, and create new product entries when needed to ensure the highest standards of data integrity.

Project Deliverables & Scope

Operate autonomously to process digital content and provide structured data tagging. Expected deliverables include:

• Product Data Enrichment: Accurately matching, creating, or dismissing product "pins" on the platform based on provided project guidelines.
• Quality Assurance Auditing: Reviewing and updating digital product content to ensure it strictly meets standards for accuracy, clarity, and relevance.
• Edge Case Documentation: Proactively identifying, documenting, and flagging data inconsistencies, anomalies, or edge cases within the platform's ecosystem.
• Taxonomy & Logic Feedback: Providing structured suggestions and expert feedback to improve the platform's overall tagging logic, taxonomy, and data labeling workflows.

Required Expertise & Background

To successfully fulfill the deliverables of this project, Contractors must possess sharp attention to detail and a quality-first mindset (catching what others miss).

Core competencies and requirements include:

• Demonstrable speed and accuracy with data entry, product tagging, or content moderation.
• Comfort and proficiency working with digital content, specifically evaluating and matching complex product images.
• The ability to independently follow complex guidelines and apply nuanced judgment to ambiguous digital storefront content.
• Proactive communication skills to accurately flag issues, document errors, and ask clarifying questions regarding edge cases.
• Preferred Experience: Familiarity with e-commerce platforms, consumer products, 
• influencer content, or a background in Quality Assurance (QA) and data labeling.

Service Fees

This project utilizes a piece-rate billing structure aligned with completed deliverables: $0.15 for a created pin, $0.10 per matched pin, and $0.02 for a dismissed pin. Depending on the contractor's workflow and efficiency, this yields an estimated average of ~$5.00 per hour.As an independent contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor 

Workplace Type: Remote

Project Overview

We are seeking independent Product Matching Specialists and data experts to provide their expertise for an e-commerce platform enrichment project. As digital storefronts and influencer platforms evolve, their usability depends entirely on high-quality product matching and accurate categorization. Quality is our top priority. The objective of this project is to evaluate digital content, accurately match new products to existing ones, and create new product entries when needed to ensure the highest standards of data integrity.

Project Deliverables & Scope

Operate autonomously to process digital content and provide structured data tagging. Expected deliverables include:

• Product Data Enrichment: Accurately matching, creating, or dismissing product "pins" on the platform based on provided project guidelines.
• Quality Assurance Auditing: Reviewing and updating digital product content to ensure it strictly meets standards for accuracy, clarity, and relevance.
• Edge Case Documentation: Proactively identifying, documenting, and flagging data inconsistencies, anomalies, or edge cases within the platform's ecosystem.
• Taxonomy & Logic Feedback: Providing structured suggestions and expert feedback to improve the platform's overall tagging logic, taxonomy, and data labeling workflows.

Required Expertise & Background

To successfully fulfill the deliverables of this project, Contractors must possess sharp attention to detail and a quality-first mindset (catching what others miss).

Core competencies and requirements include:

• Demonstrable speed and accuracy with data entry, product tagging, or content moderation.
• Comfort and proficiency working with digital content, specifically evaluating and matching complex product images.
• The ability to independently follow complex guidelines and apply nuanced judgment to ambiguous digital storefront content.
• Proactive communication skills to accurately flag issues, document errors, and ask clarifying questions regarding edge cases.
• Preferred Experience: Familiarity with e-commerce platforms, consumer products, 
• influencer content, or a background in Quality Assurance (QA) and data labeling.

Service Fees

This project utilizes a piece-rate billing structure aligned with completed deliverables: $0.15 for a created pin, $0.10 per matched pin, and $0.02 for a dismissed pin. Depending on the contractor's workflow and efficiency, this yields an estimated average of ~$5.00 per hour.As an independent contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor 

Workplace Type: Remote

Project Overview

We are seeking independent Product Matching Specialists and data experts to provide their expertise for an e-commerce platform enrichment project. As digital storefronts and influencer platforms evolve, their usability depends entirely on high-quality product matching and accurate categorization. Quality is our top priority. The objective of this project is to evaluate digital content, accurately match new products to existing ones, and create new product entries when needed to ensure the highest standards of data integrity.

Project Deliverables & Scope

Operate autonomously to process digital content and provide structured data tagging. Expected deliverables include:

• Product Data Enrichment: Accurately matching, creating, or dismissing product "pins" on the platform based on provided project guidelines.
• Quality Assurance Auditing: Reviewing and updating digital product content to ensure it strictly meets standards for accuracy, clarity, and relevance.
• Edge Case Documentation: Proactively identifying, documenting, and flagging data inconsistencies, anomalies, or edge cases within the platform's ecosystem.
• Taxonomy & Logic Feedback: Providing structured suggestions and expert feedback to improve the platform's overall tagging logic, taxonomy, and data labeling workflows.

Required Expertise & Background

To successfully fulfill the deliverables of this project, Contractors must possess sharp attention to detail and a quality-first mindset (catching what others miss).

Core competencies and requirements include:

• Demonstrable speed and accuracy with data entry, product tagging, or content moderation.
• Comfort and proficiency working with digital content, specifically evaluating and matching complex product images.
• The ability to independently follow complex guidelines and apply nuanced judgment to ambiguous digital storefront content.
• Proactive communication skills to accurately flag issues, document errors, and ask clarifying questions regarding edge cases.
• Preferred Experience: Familiarity with e-commerce platforms, consumer products, 
• influencer content, or a background in Quality Assurance (QA) and data labeling.

Service Fees

This project utilizes a piece-rate billing structure aligned with completed deliverables: $0.15 for a created pin, $0.10 per matched pin, and $0.02 for a dismissed pin. Depending on the contractor's workflow and efficiency, this yields an estimated average of ~$5.00 per hour.As an independent contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Engagement Type: Freelance / Independent Contractor 

Workplace Type: Remote

Are you a current small business owner or manager eager to shape the future of AI? Large-scale language models are evolving from simple conversational tools into systems capable of supporting entrepreneurs with operations, strategy, financial planning, and customer engagement. With high-quality training data grounded in real-world business experience, tomorrow’s AI can better serve Small Business owners and managers navigating limited resources and high-stakes decisions. That training data begins with you—we need your practical expertise to help power the next generation of AI.

We’re looking for current owners, co-owners, and managers across a range of industries, including retail, e-commerce, professional services such as consulting, legal, and accounting, technology and software, hospitality and food and beverage, healthcare and wellness, creative and media, construction and trades, and other small business sectors. Whether you are a new business owner or have years of operational experience, your insight into day-to-day decision-making is highly valuable.

On a typical day, you will engage the model with realistic small business scenarios and operational challenges; evaluate outputs related to budgeting, pricing, marketing strategy, hiring decisions, vendor management, customer communications, and basic compliance considerations; assess whether responses are practical and aligned with how Very Small Businesses actually operate; capture reproducible error traces; and provide structured feedback to improve prompts, evaluation criteria, and real-world applicability. You may also help identify where models oversimplify trade-offs or misunderstand resource constraints common to VSB environments.

Direct experience owning or co-owning a small business is strongly preferred. Experience managing operations, finances, marketing, staffing, or growth strategy is highly relevant. Entry-level business owners as well as seasoned entrepreneurs are encouraged to apply. Clear, metacognitive communication—explicitly articulating how and why decisions are made in a real business context—is essential.

Ready to turn your small business ownership experience into the knowledge foundation for tomorrow’s AI? Apply today and help train systems that better support entrepreneurs worldwide.

We offer a pay range of $20 to $100 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high-speed internet; company-sponsored benefits such as health insurance and PTO do not apply.

Employment type: Freelance / Contract
Workplace type: Remote
Seniority level: Entry Level

Are you a current small business owner eager to shape the future of AI? Large-scale language models are evolving from simple conversational tools into systems capable of supporting entrepreneurs with operations, strategy, financial planning, and customer engagement. With high-quality training data grounded in real-world business experience, tomorrow’s AI can better serve Very Small Business (VSB) owners navigating limited resources and high-stakes decisions. That training data begins with you—we need your practical expertise to help power the next generation of AI.

We’re looking for current owners and co-owners across a range of industries, including retail, e-commerce, professional services such as consulting, legal, and accounting, technology and software, hospitality and food and beverage, healthcare and wellness, creative and media, construction and trades, and other small business sectors. Whether you are a new business owner or have years of operational experience, your insight into day-to-day decision-making is highly valuable.

On a typical day, you will engage the model with realistic small business scenarios and operational challenges; evaluate outputs related to budgeting, pricing, marketing strategy, hiring decisions, vendor management, customer communications, and basic compliance considerations; assess whether responses are practical and aligned with how Very Small Businesses actually operate; capture reproducible error traces; and provide structured feedback to improve prompts, evaluation criteria, and real-world applicability. You may also help identify where models oversimplify trade-offs or misunderstand resource constraints common to VSB environments.

Direct experience owning or co-owning a small business is strongly preferred. Experience managing operations, finances, marketing, staffing, or growth strategy is highly relevant. Entry-level business owners as well as seasoned entrepreneurs are encouraged to apply. Clear, metacognitive communication—explicitly articulating how and why decisions are made in a real business context—is essential.

Ready to turn your small business ownership experience into the knowledge foundation for tomorrow’s AI? Apply today and help train systems that better support entrepreneurs worldwide.

We offer a pay range of $6 to $65 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high-speed internet; company-sponsored benefits such as health insurance and PTO do not apply.

Employment type: Freelance / Contract
Workplace type: Remote
Seniority level: Entry Level

Are you a current small business owner eager to shape the future of AI? Large-scale language models are evolving from simple conversational tools into systems capable of supporting entrepreneurs with operations, strategy, financial planning, and customer engagement. With high-quality training data grounded in real-world business experience, tomorrow’s AI can better serve Very Small Business (VSB) owners navigating limited resources and high-stakes decisions. That training data begins with you—we need your practical expertise to help power the next generation of AI.

We’re looking for current owners and co-owners across a range of industries, including retail, e-commerce, professional services such as consulting, legal, and accounting, technology and software, hospitality and food and beverage, healthcare and wellness, creative and media, construction and trades, and other small business sectors. Whether you are a new business owner or have years of operational experience, your insight into day-to-day decision-making is highly valuable.

On a typical day, you will engage the model with realistic small business scenarios and operational challenges; evaluate outputs related to budgeting, pricing, marketing strategy, hiring decisions, vendor management, customer communications, and basic compliance considerations; assess whether responses are practical and aligned with how Very Small Businesses actually operate; capture reproducible error traces; and provide structured feedback to improve prompts, evaluation criteria, and real-world applicability. You may also help identify where models oversimplify trade-offs or misunderstand resource constraints common to VSB environments.

Direct experience owning or co-owning a small business is strongly preferred. Experience managing operations, finances, marketing, staffing, or growth strategy is highly relevant. Entry-level business owners as well as seasoned entrepreneurs are encouraged to apply. Clear, metacognitive communication—explicitly articulating how and why decisions are made in a real business context—is essential.

Ready to turn your small business ownership experience into the knowledge foundation for tomorrow’s AI? Apply today and help train systems that better support entrepreneurs worldwide.

We offer a pay range of $6 to $65 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high-speed internet; company-sponsored benefits such as health insurance and PTO do not apply.

Employment type: Freelance / Contract
Workplace type: Remote
Seniority level: Entry Level

Implementation Operations Agent

Pay Rate: $5 per hour

Hours: 40-50 per week, eastern US time

Who are we looking for?

We’re looking for someone who has a high level of attention to detail and proven ability to juggle multiple priorities at once. As an Implementation Operations agent, you will be key to

the Implementation team as you operationally set up our client’s plan platform and ensure it runs at full speed. Prior experience in operations administration would be helpful, although not required.

Requirements

• Strong written/oral communication and organization skills. Articulate, concise, and eloquent communication. 
• Strong attention to detail and the ability to juggle multiple priorities.
• You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed.
• Proven effectiveness at being flexible, creative, team oriented, results-driven and the ability to collaborate in cross-functional teams.
• Experience in operations or administrative roles is a plus, but not required. What’s most important is your ability to quickly understand new concepts and your passion for the work.
• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, DocuSign, and Jira are preferred, but not required.

Are you a sports professional or enthusiast eager to shape the future of AI? Large-scale language models are transforming the way we learn, work, and engage with knowledge—expanding into fields like sports analysis, coaching, education, and performance. With high-quality training data, tomorrow’s AI can deliver more accurate, insightful, and useful support for athletes, coaches, analysts, and fans worldwide. That training data begins with you—your expertise will help power the next generation of AI.

We’re looking for a Sports Specialist who can bring knowledge, passion, and perspective from the sports industry to training data. You’ll work with cutting-edge AI tools, evaluate outputs across a range of sports topics, and provide structured feedback to improve accuracy, clarity, and usefulness in both professional and educational contexts.

On a typical day, you will review AI-generated content, annotate errors, assess responses for factual accuracy and reasoning, and collaborate with our team to refine prompts, evaluation methods, and guidelines. Tasks may include analyzing game strategies, reviewing performance techniques, assessing rule interpretations, or evaluating training methodologies.

A background or strong interest in the sports industry is required. This could come from formal education (e.g., sports science, kinesiology, coaching), professional experience (athletics, coaching, journalism, analysis), or demonstrated involvement in the field. Strong communication skills, analytical ability, and attention to detail are essential.

Ready to channel your sports expertise into building the AI tools of tomorrow? Apply today and help train the model that will support athletes, students, and sports professionals worldwide.

We offer a pay range of $8 to $65 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and reliable internet connection; company-sponsored benefits such as health insurance and PTO do not apply.

Job title: Sports Specialist – AI Trainer
Employment type: Contract
Workplace type: Remote
Seniority level: Mid-Senior Level

Are you a general operations expert eager to shape the future of AI? Large‑scale language models are evolving from clever chatbots into powerful engines of organizational efficiency. With high‑quality training data, tomorrow’s AI can streamline global workflows, enhance operational decision-making, and automate routine processes across industries. That training data begins with you—we need your expertise to help power the next generation of AI.

We’re looking for general operations specialists who live and breathe process optimization, cross-functional coordination, logistics planning, performance monitoring, resource allocation, data-driven decision-making, and compliance. You’ll challenge advanced language models on topics like inventory systems, vendor management, SOP development, cost-control strategies, internal reporting standards, process mapping, and operational scalability—documenting every failure mode so we can harden model reasoning.

On a typical day, you will converse with the model on real-world operational scenarios and theoretical questions in business operations, verify logical accuracy and process alignment, capture reproducible error traces, and suggest improvements to our prompt engineering and evaluation metrics.

A bachelor's or master’s degree in business administration, operations management, supply chain, or a closely related field is ideal; hands-on experience in project coordination, systems implementation, or operations analytics signals fit. Clear, metacognitive communication—“showing your work”—is essential.

Ready to turn your operations expertise into the knowledge base for tomorrow’s AI? Apply today and start teaching the model that will teach the world.

We offer a pay range of $8-to- $65 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Job title: General Operations Specialist – AI Trainer
Employment type: Contract
Workplace type: Remote
Seniority level: Mid‑Senior Level

Are you a securities, commodities, and financial services expert eager to shape the future of AI? Large‑scale language models are evolving from clever chatbots into powerful engines of financial insight and market analysis. With high‑quality training data, tomorrow’s AI can democratize world‑class financial education, keep pace with evolving market regulations, and streamline decision-making for finance professionals everywhere. That training data begins with you—we need your expertise to help power the next generation of AI.

We’re looking for securities, commodities, and financial services specialists who live and breathe investment strategies, risk management, derivatives trading, portfolio analysis, regulatory compliance, financial modeling, market microstructure, economic indicators, and financial reporting. You’ll challenge advanced language models on topics like asset valuation, options and futures contracts, SEC regulations, commodities markets, trading algorithms, and financial risk assessment—documenting every failure mode so we can harden model reasoning.

On a typical day, you will converse with the model on real-world trading scenarios and theoretical financial questions, verify factual accuracy and logical soundness, capture reproducible error traces, and suggest improvements to our prompt engineering and evaluation metrics.

A bachelor’s or master’s degree in finance, economics, business, or a closely related field is ideal; professional certifications such as CFA, FRM, or Series licenses, experience in trading floors, financial analysis, or compliance projects signal fit. Clear, metacognitive communication—“showing your work”—is essential.

Ready to turn your securities, commodities, and financial services expertise into the knowledge base for tomorrow’s AI? Apply today and start teaching the model that will teach the world.

We offer a pay range of $8-to- $65 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Job title: Securities & Commodities Specialist – AI Trainer
Employment type: Contract
Workplace type: Remote
Seniority level: Mid‑Senior Level

Are you a training and development expert eager to shape the future of AI? Large‑scale language models are evolving from clever chatbots into powerful engines of organizational growth and skill building. With high‑quality training data, tomorrow’s AI can democratize world‑class education, accelerate professional development, and streamline learning programs for businesses everywhere. That training data begins with you—we need your expertise to help power the next generation of AI.

We’re looking for training and development specialists who live and breathe instructional design, curriculum development, adult learning theory, e-learning platforms, performance evaluation, talent development, and training program management. You’ll challenge advanced language models on topics like learning needs analysis, competency modeling, facilitation techniques, blended learning strategies, employee engagement, and training effectiveness measurement—documenting every failure mode so we can harden model reasoning.

On a typical day, you will converse with the model on real-world training scenarios and theoretical questions about adult education, verify factual accuracy and logical soundness, capture reproducible error traces, and suggest improvements to our prompt engineering and evaluation metrics.

A bachelor's or masters in education, human resources, organizational development, or a closely related field is ideal; professional certifications, training facilitation experience, or hands‑on instructional design projects signal fit. Clear, metacognitive communication—“showing your work”—is essential.

Ready to turn your training and development expertise into the knowledge base for tomorrow’s AI? Apply today and start teaching the model that will teach the world.

We offer a pay range of $8-to- $65 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high‑speed internet; company‑sponsored benefits such as health insurance and PTO do not apply.

Job title: Training and Development Specialist – AI Trainer
Employment type: Contract
Workplace type: Remote
Seniority level: Mid‑Senior Level

Self-Service Implementation Agent

Project Overview:

This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.

Key Responsibilities

• Supporting Self Service Plan Sponsors as they onboard to our client’s platform
• Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
• Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
• Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
• Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
• Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
• Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements

Required Qualifications

• Experience in client support, project coordination, or cross-functional collaboration roles
• Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
• Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
• Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
• Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
• Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements

Helpful / Preferred Qualifications

• Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
• Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
• General knowledge of ERISA and retirement plan compliance concepts
• Experience with compliance or recordkeeping systems

Hours:

40-50 hours per week

9am-6pm US-ET

$6 per hour

Self-Service Implementation Agent

Project Overview:

This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.

Key Responsibilities

• Supporting Self Service Plan Sponsors as they onboard to our client’s platform
• Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
• Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
• Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
• Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
• Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
• Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements

Required Qualifications

• Experience in client support, project coordination, or cross-functional collaboration roles
• Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
• Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
• Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
• Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
• Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements

Helpful / Preferred Qualifications

• Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
• Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
• General knowledge of ERISA and retirement plan compliance concepts
• Experience with compliance or recordkeeping systems

Hours:

40-50 hours per week

9am-6pm US-ET

$6 per hour

Self-Service Implementation Agent

Project Overview:

This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.

Key Responsibilities

• Supporting Self Service Plan Sponsors as they onboard to our client’s platform
• Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
• Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
• Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
• Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
• Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
• Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements

Required Qualifications

• Experience in client support, project coordination, or cross-functional collaboration roles
• Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
• Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
• Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
• Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
• Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements

Helpful / Preferred Qualifications

• Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
• Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
• General knowledge of ERISA and retirement plan compliance concepts
• Experience with compliance or recordkeeping systems

Hours:

40-50 hours per week

9am-6pm US-ET

$6 per hour

Self-Service Implementation Agent

Project Overview:

This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.

Key Responsibilities

• Supporting Self Service Plan Sponsors as they onboard to our client’s platform
• Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
• Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
• Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
• Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
• Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
• Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements

Required Qualifications

• Experience in client support, project coordination, or cross-functional collaboration roles
• Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
• Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
• Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
• Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
• Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements

Helpful / Preferred Qualifications

• Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
• Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
• General knowledge of ERISA and retirement plan compliance concepts
• Experience with compliance or recordkeeping systems

Hours:

40-50 hours per week

9am-6pm US-ET

$6 per hour

Self-Service Implementation Agent

Project Overview:

This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.

Key Responsibilities

• Supporting Self Service Plan Sponsors as they onboard to our client’s platform
• Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
• Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
• Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
• Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
• Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
• Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements

Required Qualifications

• Experience in client support, project coordination, or cross-functional collaboration roles
• Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
• Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
• Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
• Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
• Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements

Helpful / Preferred Qualifications

• Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
• Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
• General knowledge of ERISA and retirement plan compliance concepts
• Experience with compliance or recordkeeping systems

Hours:

40-50 hours per week

9am-6pm US-ET

$6 per hour

WHO ARE WE LOOKING FOR?

Overview

We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

WHAT WILL YOU BE DOING?

Day-to-day you will be expected to:

• Data Validation & Data Entry:
• Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
• Ensure data integrity across systems.
• Review and confirm plan account details and associated documentation.
• Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
• Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
• Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
• Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
  
  

REQUIREMENTS

• 1-3 years of experience within the operations sector.
• Familiarity within the financial services industry.
• Familiarity with Zendesk.
• Strong verbal and written communication skills for servicer outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn, adapt to new challenges, and grow within the role.
• Experience in high-volume, detail-oriented environments is a plus.
• Extremely detail oriented, and willing to collaborate with various stakeholders.

Rate: $5 hourly

Hours: 8am - 5pm ET

WHO ARE WE LOOKING FOR?

Overview

We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

WHAT WILL YOU BE DOING?

Day-to-day you will be expected to:

• Data Validation & Data Entry:
• Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
• Ensure data integrity across systems.
• Review and confirm plan account details and associated documentation.
• Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
• Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
• Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
• Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
  
  

REQUIREMENTS

• 1-3 years of experience within the operations sector.
• Familiarity within the financial services industry.
• Familiarity with Zendesk.
• Strong verbal and written communication skills for servicer outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn, adapt to new challenges, and grow within the role.
• Experience in high-volume, detail-oriented environments is a plus.
• Extremely detail oriented, and willing to collaborate with various stakeholders.

Rate: $5 hourly

Hours: 8am - 5pm ET

WHO ARE WE LOOKING FOR?

Overview

We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

WHAT WILL YOU BE DOING?

Day-to-day you will be expected to:

• Data Validation & Data Entry:
• Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
• Ensure data integrity across systems.
• Review and confirm plan account details and associated documentation.
• Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
• Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
• Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
• Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
  
  

REQUIREMENTS

• 1-3 years of experience within the operations sector.
• Familiarity within the financial services industry.
• Familiarity with Zendesk.
• Strong verbal and written communication skills for servicer outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn, adapt to new challenges, and grow within the role.
• Experience in high-volume, detail-oriented environments is a plus.
• Extremely detail oriented, and willing to collaborate with various stakeholders.

Rate: $5 hourly

Hours: 8am - 5pm ET

WHO ARE WE LOOKING FOR?

Overview

We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

WHAT WILL YOU BE DOING?

Day-to-day you will be expected to:

• Data Validation & Data Entry:
• Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
• Ensure data integrity across systems.
• Review and confirm plan account details and associated documentation.
• Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
• Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
• Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
• Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
  
  

REQUIREMENTS

• 1-3 years of experience within the operations sector.
• Familiarity within the financial services industry.
• Familiarity with Zendesk.
• Strong verbal and written communication skills for servicer outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn, adapt to new challenges, and grow within the role.
• Experience in high-volume, detail-oriented environments is a plus.
• Extremely detail oriented, and willing to collaborate with various stakeholders.

Rate: $5 hourly

Hours: 8am - 5pm ET

WHO ARE WE LOOKING FOR?

Overview

We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

WHAT WILL YOU BE DOING?

Day-to-day you will be expected to:

• Data Validation & Data Entry:
• Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
• Ensure data integrity across systems.
• Review and confirm plan account details and associated documentation.
• Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
• Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
• Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
• Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
  
  

REQUIREMENTS

• 1-3 years of experience within the operations sector.
• Familiarity within the financial services industry.
• Familiarity with Zendesk.
• Strong verbal and written communication skills for servicer outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn, adapt to new challenges, and grow within the role.
• Experience in high-volume, detail-oriented environments is a plus.
• Extremely detail oriented, and willing to collaborate with various stakeholders.

Rate: $5 hourly

Hours: 8am - 5pm ET

WHO ARE WE LOOKING FOR?

Overview

We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

WHAT WILL YOU BE DOING?

Day-to-day you will be expected to:

• Data Validation & Data Entry:
• Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
• Ensure data integrity across systems.
• Review and confirm plan account details and associated documentation.
• Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
• Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
• Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
• Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
  
  

REQUIREMENTS

• 1-3 years of experience within the operations sector.
• Familiarity within the financial services industry.
• Familiarity with Zendesk.
• Strong verbal and written communication skills for servicer outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn, adapt to new challenges, and grow within the role.
• Experience in high-volume, detail-oriented environments is a plus.
• Extremely detail oriented, and willing to collaborate with various stakeholders.

Rate: $5 hourly

Hours: 8am - 5pm ET

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and identify issues with potential fund lineups 
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform 
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle 
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and identify issues with potential fund lineups 
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform 
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle 
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and identify issues with potential fund lineups 
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform 
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle 
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and identify issues with potential fund lineups 
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform 
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle 
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and identify issues with potential fund lineups 
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform 
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle 
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and identify issues with potential fund lineups 
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform 
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle 
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour

Conversions Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$8 per Hour

Conversions Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$8 per Hour

Conversions Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$8 per Hour

Conversions Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$8 per Hour

Conversions Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$8 per Hour

Project Description - Operations Agent (Distributions & Loans)

Hours: 9am - 6pm ET

Hourly Rate: $5

WHO ARE WE LOOKING FOR? 

We are seeking a detail-oriented and proactive Operations Agent to join our team. In this role, you will be responsible for processing distributions and loans from retirement plans while adhering to established procedures and ensuring exceptional quality. The ideal candidate thrives in a fast-paced environment, enjoys working with time-sensitive tasks, and is eager to learn and grow within the retirement services industry. 

WHAT WILL YOU BE DOING?
Day-to-day you will be expected to: 

• Process participant requests for distributions and loans from retirement plans accurately and efficiently. 
• Adhere to company procedures, regulatory requirements, and quality standards during all transactions. 
• Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity. 
• Make outbound calls to participants to verify information or clarify details related to requests. 
• Send professional, concise emails to participants to gather required supporting documentation. 
• Accurately document participant interactions and outcomes within Jira and other tracking systems. 
• Collaborate with team members to improve workflows and ensure participant satisfaction. 
• Be open to feedback and continuously strive for improvement in skills and knowledge.

REQUIREMENTS 

The Necessities: 

• Familiarity with Jira, Zendesk, Aircall or similar task management and CRM software.
• Understanding of retirement plans and associated processes (e.g., loans, distributions).
• Strong verbal and written communication skills for participant outreach and documentation. 
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn and adapt to new challenges. 
• Experience in high-volume, detail-oriented environments is a plus.

Are you an experienced instructional professional with hands-on knowledge of pedagogy, complex concept breakdown, and clear communication eager to independently contract and help shape how AI understands educational work? As AI systems increasingly model instructional operations and teaching workflows, their accuracy depends on training data grounded in real learning environments. That training data begins with experts who know the work firsthand.

We’re seeking independent Instructional Experts with tangible, hands-on experience teaching, tutoring, or building curriculum. This includes experience with university instruction, bootcamp mentoring, corporate enablement, or online course creation. This project will include challenging AI models on realistic educational scenarios involving reasoning quality, instructional value, pedagogical logic, and the creation of "gold standard" teaching exemplars.

Contractors will engage the model on complex instructional scenarios, validate whether its understanding of pedagogical concepts reflects best-in-class teaching practice, evaluate AI outputs for clarity and correctness, analyze subtle reasoning errors, document gaps in logic, and provide structured, rewritten explanations to elevate how the model reasons and teaches.

Deep expertise in instruction and structured reasoning is required to complete these deliverables, including the ability to communicate with high empathy and high rigor. Prior experience as a TA, tutor, lecturer, or course creator is highly valued, particularly with platforms like Udemy, Coursera, or Udacity. Clear, native-level English communication and the ability to accurately explain and document complex concepts in clear, logically sequenced steps are essential.

Ready to turn your instructional and pedagogical experience into the knowledge base for tomorrow’s AI? Submit your proposal today and help teach the model how excellent instruction is truly delivered.

We offer a pay range of $6 to $65 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high-speed internet; company-sponsored benefits such as health insurance and PTO do not apply.

Project Title: Tutoring Specialist – Freelance AI Trainer Project
Engagement type: Freelance / Independent Contractor
Workplace type: Remote

Are you interested in business and management and eager to shape the future of AI? Large-scale language models are evolving from simple conversational tools into systems capable of analyzing business strategy, operational workflows, and organizational decision-making. With high-quality training data, tomorrow’s AI can help improve business education, support planning and analysis, and assist professionals across industries. That training data begins with you—we need your expertise to help power the next generation of AI.

We’re looking for individuals with familiarity in areas such as business operations, management principles, organizational behavior, project management, marketing, entrepreneurship, supply chain fundamentals, and strategic planning. You’ll challenge advanced language models on topics such as business case analysis, decision-making frameworks, market positioning, operational efficiency, and management scenarios—documenting failure modes so we can strengthen model reasoning and practical understanding.

On a typical day, you will engage the model with business scenarios, analytical and situational questions, and strategy-based exercises; evaluate logical consistency and real-world applicability; capture reproducible error traces; and provide structured feedback to improve prompts, evaluation frameworks, and reasoning quality. You may also help identify where models oversimplify business processes or misunderstand how organizations operate in practice.

A background in business administration, management, economics, entrepreneurship, or a related field is preferred but not required. Experience in business operations, startups, corporate environments, consulting, or project coordination is valuable, and entry-level candidates with foundational knowledge and strong problem-solving skills are encouraged to apply. Clear, metacognitive communication—explicitly articulating reasoning and decision processes (“showing your work”)—is essential.

Ready to turn your business and management knowledge into the knowledge foundation for tomorrow’s AI? Apply today and help train systems that support professionals and organizations worldwide.

We offer a pay range of $6 to $65 per hour, with the exact rate determined after evaluating your experience, expertise, and geographic location. Final offer amounts may vary from the pay range listed above. As a contractor you’ll supply a secure computer and high-speed internet; company-sponsored benefits such as health insurance and PTO do not apply.

Job title: Business and Management Specialist – Freelance AI Trainer Project
Employment type: Freelance / Contract
Workplace type: Remote
Seniority level: Entry Level