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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and improving office systems, workflows, and processes, with a strong focus on AI automation and integrations. Proficient in managing invoicing and financial reconciliation using Xero, while ensuring effective communication and training within the team.
Highest-signal resume keywords
AI AutomationServiceM8 ConfigurationXero InvoicingWorkflow IntegrationProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Office ManagementSystems AdministrationBusiness SystemsWorkflow AutomationAPI IntegrationJob AutomationInvoicingPayment ReconciliationDocumenting ProcessesTroubleshooting Systems
Soft Skills
Excellent CommunicationHighly OrganisedDetail-OrientedProactiveOwnership
Tools & Technologies
ServiceM8XeroChatGPTClaudeGrok
Industry Keywords
Australian Business RequirementsGSTBASSuperannuationTrade Management
About the role
Key responsibilities & impact- Build and improve office systems, workflows, processes, and SOPs from the ground up
- Test, troubleshoot, document, and improve system integrations and automated workflows with the external AI systems provider
- Identify and implement opportunities using AI, automation, APIs, and integrations to reduce manual work and improve efficiency
- Configure and maintain ServiceM8, including staff roles, job types, job stages, templates, and forms
- Set up and test the quote-to-invoice workflow and Xero integration
- Troubleshoot system and workflow issues and develop practical solutions
- Document systems, automations, processes, and SOPs, and train team members
- Continuously review and improve systems for efficiency, accuracy, and scalability
- Monitor enquiries, quotes, bookings, and job progress
- Maintain accurate job information, photos, documentation, and job stages
- Manage invoicing, overdue accounts, and payment reconciliation in Xero
- Prepare qualifying jobs for team bonus processing based on confirmed customer payment
- Post completed projects to social media and manage customer removal requests
- Provide weekly reports on job status, overdue invoices, and outstanding issues
- Take ownership of day-to-day operations and proactively flag issues
- Communicate with the team and customers by phone when required
- Follow approval and security requirements when managing systems, customer information, pricing, and company records
- Maintain access controls and protect confidential information, including passwords, payment details, customer data, and job records
Requirements
What you’ll need- Philippines-based candidate
- Proven experience in office management, operations, systems administration, business systems, or a similar role
- Strong technical mindset with hands-on experience building, integrating, testing, or improving business systems and automated workflows
- Practical experience with AI automation, workflow automation, integrations, APIs, or similar technologies
- Experience using AI-assisted development or automation tools such as ChatGPT, Claude, Claude Code, or similar
- Hands-on experience with ServiceM8 or similar trade/job management software
- Working knowledge of Xero, including invoicing, payments, and bank reconciliation
- Strong ability to identify opportunities for process improvement and job automation
- Office administration experience, preferably in a trade or construction business
- Excellent written and verbal English with clear, professional communication
- Highly organised, detail-oriented, proactive, and comfortable taking ownership
- Able to build structure and systems from the ground up and improve processes as the business grows
- Basic understanding of Australian business requirements, including GST, BAS, superannuation, and payment terms
- Practical experience using AI tools such as ChatGPT, Claude, or Grok, with the ability to give clear instructions and check outputs for accuracy
- Reliable computer and internet connection
- Ability to disclose existing ongoing roles or client work
- Ability to reflect this engagement on LinkedIn as “Independent Contractor”
Benefits
Comp & perks- 100% remote work from home
- Flexibility in how you manage your time as an independent contractor
- Daily overlap with Queensland business hours (AEST)
