AI Automation Specialist (Business Transformation | AI Workflows | Systems Implementation)
We are looking for someone who builds it, ships it, fixes it, and moves on to the next one.
If that sounds like you — keep reading.
About the Role
This is a high-ownership, startup-paced role sitting at the intersection of AI, automation, business operations, and systems implementation. You will work across a portfolio of B2B SaaS companies — touching Sales, Marketing, Support, HR, Finance, and Operations — identifying what is broken, building what is missing, and making sure things actually work.
You are part business analyst, part automation engineer, part AI workflow designer, and part implementation consultant. You are measured by what ships — not what is scoped.
What You Will Do
- Process Transformation — Map broken processes, identify inefficiencies, and redesign how teams operate. Convert vague business problems into structured workflows, dashboards, and system changes.
- AI & Automation Implementation — Build real AI-powered workflows for lead research, reporting, CRM updates, support automation, document processing, and internal assistants. Using tools like Claude, ChatGPT, n8n, Make, Zapier, Power Automate, UiPath, and APIs.
- Systems Rollouts — Implement and improve CRM, Helpdesk, ERP, HRMS, and reporting platforms. Gather requirements, configure systems, support UAT, clean data, and drive real user adoption.
- Data, Reporting & Dashboards — Analyze business data, build Advanced Excel dashboards, create KPI reports, and give leadership clean, actionable data to make faster decisions.
- Portfolio Enablement— Work across multiple acquired SaaS companies to standardize processes, automate workflows, and build scalable operating models. New business, new problem, every week.