Melissa and Derek manage a growing business, shared personal responsibilities, and a constant flow of decisions, tasks, financial information, meetings, and follow-ups.

The objective is not to complete every item. The list will never be empty.

Your job is to help the owners continuously identify what matters most, verify that important work is accurate, reduce preventable surprises, and improve the systems used to manage their attention.

Derek will use AI extensively to review information, identify issues, summarize activity, and recommend actions. You will serve as an independent human reviewer who checks AI-generated work against source information, applies judgment, catches missing context, and helps turn useful findings into action.

This position is remote in Mexico.
Requested services

Priority and open-loop review
• Review agreed sources such as calendars, ClickUp, email summaries, Slack summaries, financial reports, meeting notes, and personal commitments
• Maintain a current view of high-impact priorities, unresolved decisions, deadlines, and commitments




• Identify items that are urgent, important, stale, duplicated, unclear, or no longer worth doing
• Recommend what should be advanced, deferred, delegated, clarified, or dropped
• Surface conflicts between priorities and vigente available capacity

AI output verification
• Review AI-generated summaries, audits, recommendations, and task lists
• Compare important conclusions against the original sources
• Check names, dates, amounts, ownership, deadlines, and stated decisions
• Identify missing context, unsupported assumptions, and false confidence
• Confirm what is reliable and clearly flag what still requires an owner’s judgment
• Never treat AI output as authoritative without appropriate verification

Financial oversight support
• Review agreed financial reports, summaries, projections, and AI-generated analysis
• Check that important figures reconcile with their sources
• Identify unusual changes, miss

📌 Owner Operations Assistant (México)
🏢 Velocity Work
📍 México