Business Automation & AI Specialist

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.

The Business Automation & AI Specialist will analyze existing business processes and build AI-powered solutions that make them more efficient.

This is a hands-on role focused on identifying automation opportunities and turning them into working solutions. Initial areas of focus will include automating quotations, streamlining vendor communications, reducing accounting data entry, and identifying additional opportunities for automation throughout the organization.

LOCATION

Fully remote | 9:00 AM - 5:00 PM

KEY RESPONSIBILITIES

BUSINESS PROCESS ANALYSIS & AUTOMATION DISCOVERY

• Analyze existing workflows across operations, accounting, vendor management, and other business functions.

• Meet with stakeholders to understand how work is currently completed.

• Map manual processes, bottlenecks, repetitive tasks, and unnecessary handoffs.

• Identify high-impact opportunities where AI or automation can reduce manual workload.

• Prioritize potential projects based on business impact, complexity, risk, and expected time savings.

• Translate operational challenges into clear technical requirements and implementation plans.

QUOTATION AUTOMATION

• Design and implement systems that automate or significantly streamline the quotation process.

• Automate the collection and organization of information required to prepare quotations.

• Reduce repetitive data entry involved in quotation creation.

• Build workflows that improve quotation speed, accuracy, and consistency.

• Establish appropriate review and approval steps before quotations are finalized or sent.

• Continuously improve quotation workflows based on operational feedback.

VENDOR COMMUNICATION AUTOMATION

• Build AI-powered workflows to streamline recurring vendor communications.

• Automate appropriate email drafting, follow-ups, information requests, and status updates.

• Create systems for organizing and tracking vendor communications.

• Help teams quickly identify communications that require human attention.

• Integrate vendor communication workflows with relevant internal systems where appropriate.

• Maintain human review and escalation processes for sensitive or high-impact communications.

ACCOUNTING & DATA ENTRY AUTOMATION

• Analyze accounting workflows to identify repetitive manual processes.

• Build automations that reduce manual data entry and administrative work.

• Improve how financial and operational information is captured, transferred, categorized, and maintained.

• Identify opportunities to automate data movement between operational and accounting systems.

• Create validation and exception-handling processes to maintain data accuracy.

• Work with accounting stakeholders to ensure automation supports existing financial controls and requirements.

AI SOLUTION DEVELOPMENT & IMPLEMENTATION

• Research, evaluate, and implement AI tools based on specific business needs.

• Build AI agents, automated workflows, and system integrations where appropriate.

• Connect existing platforms using APIs, webhooks, automation tools, or custom development.

• Determine when AI is appropriate and when traditional workflow automation is the more reliable solution.

• Test solutions before deployment and establish safeguards for critical workflows.

• Document implemented systems so they can be maintained and expanded over time.

IMPORT & EXPORT OPERATIONS SUPPORT

• Develop a strong understanding of the organization’s import/export workflows.

• Learn how quotations, vendors, transactions, documentation, and accounting processes interact.

• Identify industry-specific opportunities for automation.

• Work closely with operational stakeholders to ensure solutions reflect real b