Build and deploy AI-powered business workflows across B2B SaaS companies. Responsibilities include transforming business processes, implementing automation and enterprise systems, creating dashboards and KPI reports, integrating APIs, supporting UAT, improving data quality, documenting procedures, and driving user adoption across Sales, Marketing, Support, HR, Finance, and Operations.
This is a remote position.
AI Business 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.
Requirements
What We Are Looking For
- 3+ years in Business Analysis, Automation, Digital Transformation, Operations, or Systems Implementation
- Hands-on experience with automation platforms — Make, Zapier, n8n, Power Automate, UiPath, or similar
- Active experience with AI tools — Claude, ChatGPT, Gemini, or other LLM platforms
- Ability to design AND build AI-enabled workflows end to end
- Advanced Excel — formulas, Pivot Tables, XLOOKUP, dashboards, data validation
- Experience with CRM, Helpdesk, ERP, HRMS, or project management tools
- Good understanding of APIs, integrations, and data flows
- Strong documentation skills — SOPs, process maps, implementation plans
Bonus Points For
- Experience building AI agents or multi-step agentic workflows
- Working knowledge of Python or JavaScript
- Hands-on with Zoho, Salesforce, Freshdesk, Zendesk, Jira, QuickBooks, or HubSpot.
- Background in consulting, SaaS ops, RevOps, Sales Ops, or Support Ops
- Experience across multiple business units or post-acquisition environments
You Will Thrive Here If...
- You see a messy business problem and want to fix it — not just describe it
- You have automations running in production right now
- You pick up new tools fast without waiting for full documentation
- You are comfortable with ambiguity and know how to ask the right questions
- You follow through — builds do not sit half-finished on your list
- You treat Sales, Support, Finance, and HR as equally interesting territory
Why Join Us
- Real AI projects that go live in real businesses — not sandbox demos
- Exposure to multiple B2B SaaS companies across industries
- High ownership end-to-end — from scoping to build to adoption
- Fast growth trajectory — become a key transformation driver across the portfolio
- Stay on the frontier — latest AI models, automation tools, and real business context
Benefits
- Competitive salary commensurate with experience.
- Opportunities for career advancement and professional development.
- Experience collaborating with a diverse, global team within a remote work setting.
Similar Jobs
Fintech • Financial Services
Manage and grow relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Acquire new clients, conduct discovery-based planning, coordinate with Wealth/Home Lending/Business teams, ensure accurate documentation and regulatory compliance, and support branch service and digital adoption.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Handle inbound and outbound mortgage collections calls, review account status, collect payments, evaluate customer finances, negotiate repayment solutions, and document account actions. Ensure compliance with customer information security, debt collection, and mortgage regulations while meeting quality, productivity, and operational targets. The role includes extensive training and operates on a hybrid schedule with three days onsite and two days remote in Irving, Texas.
Top Skills:
Ai SimulationsDigital Phone SystemsExcelMicrosoft WordMsp/Black Knight
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Leads a specialized casualty claims team managing severe-exposure portfolios, complex litigation, coverage issues, reserves, settlements, vendors, and claim-handling protocols. Partners with legal, underwriting, actuarial, reinsurance, and other stakeholders to develop strategies, monitor litigation trends, address legal system abuse, manage financial outcomes, and improve operational performance. Coaches claims leaders, oversees staffing and portfolio capacity, and presents strategic recommendations to executives and business partners.
Top Skills:
Guidewire Claims System
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
