This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.
Our client is a growing organization focused on improving operational efficiency through intelligent automation, streamlined workflows, and modern technology solutions. They work across finance, operations, and business functions to identify opportunities for process improvement and scalable growth. As the organization continues investing in AI-driven systems, they are seeking an experienced AI Implementation Specialist to audit existing workflows, implement automation solutions, and help transform manual processes into efficient, scalable systems that support long-term business success.
Role Overview
The AI Implementation Specialist will be responsible for auditing business processes, streamlining workflows, and implementing AI-driven automation systems across multiple departments. The AI Implementation Specialist will work closely with finance, operations, and technology stakeholders to evaluate existing software functionality, identify automation opportunities, and deploy AI-powered solutions that improve efficiency, accuracy, and scalability. This role requires a combination of technical expertise, process optimization experience, and the ability to design secure, reliable systems that support critical business operations.
Location
Fully Remote | 9 AM – 5 PM EST
Key Responsibilities
Business Process Audit & Optimization
Audit current workflows for order processing, financial management, and operational activities.
Analyze existing software functionality to identify bottlenecks, redundancies, and automation opportunities.
Evaluate accounting processes and recommend AI-enhanced solutions to improve efficiency and accuracy.
Identify opportunities to streamline workflows and improve operational scalability.
AI Automation & Implementation
Build and deploy AI agents using ChatGPT, Claude, and related AI technologies.
Automate accounting workflows within QuickBooks, including invoice scanning, filing, and processing activities.
Create secure automated systems for order processing, data retrieval, organization, and storage.
Replicate, redesign, or enhance existing systems to improve operational efficiency and scalability.
Implement AI-powered solutions that automate repetitive and business-critical tasks.
Data Management & Security
Organize, process, and securely store financial and operational data.
Ensure compliance with data protection and privacy standards.
Maintain high levels of data accuracy, integrity, and reliability across automated workflows.
Support secure access and management of business-critical information.
Cross-Functional Collaboration
Partner closely with finance, operations, and IT teams to implement automation solutions.
Provide training and documentation to support adoption of AI-driven workflows.
Communicate implementation progress, results, and recommendations to leadership.
Support teams in effectively utilizing newly deployed AI systems and processes.
Continuous Improvement
Stay informed on emerging AI technologies and automation capabilities.
Recommend tools, systems, and process improvements that enhance operational efficiency.
Monitor AI systems to ensure accuracy, reliability, and ongoing performance.
Continuously evaluate automation opportunities across business functions.
Qualifications Experience
3+ years of experience implementing AI solutions within business operations.
Expert-level experience working with ChatGPT, Claude, and AI-powered workflow automation.
Experience developing and deploying AI agents and automation systems.
Experience automating accounting and financial workflows.
Experience working with QuickBooks and accounting-related processes is strongly preferred.
Experience with order processing systems and operational software.
Experience integrating AI solutions with existing business platforms and systems.
Experience providing training, documentation, and implementation support for business users.
Qualifications Skills
Expert knowledge of ChatGPT, Claude, AI workflows, and AI agent development.
Strong process analysis and workflow optimization capabilities.
Strong coding and technical integration skills.
Ability to design scalable automation systems that improve operational efficiency.
Strong understanding of data accuracy, security, and privacy requirements.
Ability to identify bottlenecks, inefficiencies, and automation opportunities.
Strong problem-solving and analytical thinking skills.
Highly organized and detail-oriented approach to implementation and execution.
Proactive mindset with a focus on continuous improvement.
Ability to collaborate effectively across finance, operations, IT, and leadership teams.
What Success Looks Like
AI-driven systems automate repetitive accounting and order processing tasks with minimal manual intervention.
Streamlined workflows reduce operational bottlenecks and improve efficiency.
Financial and operational data remains secure, organized, and accessible.
Teams effectively utilize AI-powered workflows with minimal support.
Documentation and training resources support scalable adoption of AI systems.
Automation solutions improve business accuracy, efficiency, and operational scalability.
Opportunity
This is an exciting opportunity to lead AI implementation initiatives across critical business functions and make a measurable impact on operational performance. The AI Implementation Specialist will work directly with leadership to design, deploy, and optimize systems that improve efficiency, accuracy, and scalability. This role offers significant ownership, visibility, and the opportunity to help shape the future of AI-driven operations within a growing organization.
Application Process:
To be considered for this role these steps need to be followed:
Fill in the application form
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