No-Code AI & Dashboard Specialist

Role Summary

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

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

1. 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

1. 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.

Requirements

• 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