About the Role
We are building a strategic growth and retail advisory platform for emerging consumer brands — helping CPG brands identify the right retail opportunities, build their go-to-market strategy, and connect with the right brokers, operators, and service partners to support their growth.
As our client base expands, we're looking for a highly capable and technically minded No-Code AI & Dashboard Specialist to take complex retail data, AI-generated insights, and account activity and transform them into intuitive, professional dashboards. The goal is to create a repeatable system where each client can clearly see their retail strategy, target accounts, current opportunities, product status, next actions, and key deadlines — all in one place.
This is not a basic data-entry role. We're looking for someone who can build, improve, and automate systems — comfortable working independently, experimenting with no-code and AI tools, and determining the best way to turn an idea or rough workflow into a functional solution.
Work Structure & Requirements
- Location: Remote / Virtual
- Schedule: Part-time
- Time Zone: EST business hours
- Compensation: $10 USD per hour
Key Responsibilities
1. Dashboard & Client Portal Development
- Build polished, user-friendly dashboards for each client
- Transform existing Excel/Google Sheets trackers into more intuitive and visually engaging interfaces
- Create reusable dashboard templates that can quickly be replicated for new clients
- Display information including: current retail distribution, priority retail targets, retail opportunity size, product/SKU information, retailer and broker ownership, outreach and buyer status, samples and submissions, buyer feedback, pricing discussions, upcoming retailer resets and deadlines, and key next steps
- Explore opportunities to create a client login or portal where brands can view their own data and progress
- Ensure dashboards feel polished, professional, and on-brand
2. AI & Workflow Automation
- Work with existing ChatGPT/AI workflows used to generate retailer strategies and recommendations
- Use AI to analyse brand information, product catalogs, and existing distribution
- Help automate the creation of client dashboards and retail opportunity maps
- Develop repeatable workflows so new client information can be uploaded and processed efficiently
- Explore ways to automatically surface recommendations, deadlines, and next-best actions
- Connect different tools and data sources using APIs and no-code automation platforms where appropriate
- Continuously identify opportunities to remove manual work from the client onboarding and reporting process
3. Retail Data & Operations Support
- Maintain accurate retailer, product, broker, and opportunity information within the system
- Research retailer information including store counts, category fit, and other relevant account details
- Help maintain retailer target lists and prioritization
- Update client dashboards following meetings, broker feedback, and retailer developments
- Ensure data remains organized, accurate, and easy to understand
Note: Over time, the role may also support adjacent areas such as buyer lead generation and outbound infrastructure.
Required Skills & Experience
- Experience: 2+ years working with no-code tools, workflow automation, dashboards, operations systems, or internal tools
- No-Code Platforms: Strong experience with one or more of: Lovable, Airtable, Softr, Glide, Retool, Bubble, or similar
- Automation: Experience with Zapier, Make, or n8n
- AI Tools: Very comfortable using ChatGPT and other AI tools as part of daily workflows
- Data: Strong understanding of databases, structured data, and how information should flow between systems; comfortable working with APIs and integrations even without a traditional software development background
- Spreadsheets: Strong Google Sheets and/or Excel skills
- UX/UI: Strong eye for design and ability to make complex information easy to understand
- Profile: Proactive, resourceful, detail-oriented, and comfortable testing new tools and approaches; able to take an ambiguous business requirement and independently determine how to build a solution
- Communication: Strong written and spoken English
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