Operations Automation Specialist

Operations Automation Specialist

• Work Type: Full-time (40 hours per week).

• Schedule: Standard US business hours, with the possibility of weekend shifts as needed to effectively support ongoing client operations.

• Location: 100% Remote.

Role Overview

We are seeking an Operations Automation Specialist to design, implement, and maintain the operational backbone of our business. This is strictly a technical and architectural role—not an administrative or executive assistant position. Your primary objective is to eliminate manual process friction, centralize project data, and build robust automated systems that drive real-time operational visibility and seamlessly connect our financial systems with our project management execution.

Key Responsibilities

• Systems Integration & Data Engineering: Build and maintain automated pipelines that extract financial "budget-to-actual" data from Aspire and integrate it into our project management ecosystem.

• Workflow Automation: Design and deploy automated workflows in ClickUp that translate high-level project tasks into structured, actionable items, replacing manual data entry and disjointed communication.

• AI Implementation: Leverage Claude to create intelligent, automated daily briefings and reporting structures by defining the logic that synthesizes complex project status updates into clear, digestible insights.

• Process Optimization: Continuously audit operational workflows to identify bottlenecks and manual redundancies, replacing them with scalable, repeatable automation logic.

• Technical Reporting: Create and maintain dashboards that provide transparent, real-time insights into project health, resource allocation, and budget performance.

Requirements & Qualifications

• Technical Proficiency: Expert-level mastery of ClickUp, including creating complex automations, custom fields, and reporting dashboards.

• Data Integration Experience: Proven experience in data extraction and system integration, with a demonstrated ability to navigate closed or proprietary systems (like Aspire) to pull financial data and push it into other platforms.

• AI/LLM Skills: Practical experience using Claude (or similar LLMs) to automate content, data analysis, or synthesis tasks, including building prompts and system instructions that produce consistent, reliable output.

• Core Competencies: Strong analytical rigor and capability in financial data modeling, with the ability to bridge the gap between raw financial numbers and project management actions.

• Remote Infrastructure: Must have a dedicated, noise-free home office setup equipped with a reliable, high-speed internet connection and a backup power source.

Benefits of Working for

• Performance-based raises.

• Minimum 5 days off annually (paid or unpaid based on client terms).

• Annual cost-of-living adjustments at your one-year anniversary.

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