Business Operations & AI Strategist

Summary

Join TrueML, a mission-driven financial software company, as a Business Operations & AI Strategist. You will lead the transformation of operational processes by embedding AI and automation. This role requires combining business insight with AI technologies to identify inefficiencies, streamline workflows, and boost productivity. You will work cross-functionally to deliver intelligent solutions, reducing manual effort and accelerating team performance. The position offers a unique opportunity to design the future of work and make a significant impact. TrueML is committed to diversity and inclusion, fostering a collaborative and supportive work environment.

Requirements

• 5–8 years of experience in business operations, process optimization, or technical consulting
• 3–5 years of hands-on automation experience with RPA platforms (UiPath, Automation Anywhere, etc.)
• Familiarity with AI/ML techniques (NLP, IDP, predictive modeling) and their real-world application
• Strong analytical skills and the ability to deconstruct complex processes
• Proven ability to lead cross-functional automation initiatives from discovery to deployment
• Exceptional communication skills with the ability to convey technical concepts to non-technical audiences
• Strong documentation and mapping tools experience (e.g., Lucidchart, Visio, Confluence)
• Proficiency in impact tracking tools (Excel, SQL, Tableau, Looker)
• Strategic thinker with a bias for action and results
• Comfortable in ambiguity and capable of independently driving projects
• Skilled in stakeholder management, change leadership, and training delivery
• Passionate about using technology to drive operational excellence

Responsibilities

• AI Strategy & Execution. Develop and implement AI-driven strategies to enhance business performance
• Identify and evaluate AI/RPA technologies to optimize workflows and reduce operational costs
• Lead the end-to-end development and deployment of AI and automation initiatives
• Ensure ethical, transparent, and responsible AI implementation
• Stay current on emerging AI/RPA trends and translate insights into business value
• Process Discovery & Optimization. Identify and analyze manual, rule-based processes ripe for automation
• Conduct detailed process mapping and workflow analysis to highlight inefficiencies
• Collaborate with stakeholders to document requirements and define clear objectives
• Solution Design & Development. Design intelligent automation solutions using AI (e.g., NLP, ML, IDP) and RPA platforms (e.g., UiPath, Power Automate)
• Define solution architecture, technical specs, and integration plans
• Partner with development teams to ensure scalable, maintainable delivery
• Implementation & Lifecycle Management. Oversee deployment with minimal operational disruption
• Develop and execute testing plans to ensure reliability and performance
• Manage full lifecycle from concept through post-implementation support
• Monitoring & Continuous Improvement. Set up performance monitoring for deployed automations
• Conduct regular reviews for optimization and scalability
• Champion a culture of continuous improvement in intelligent automation
• Stakeholder Enablement & Change Management. Act as the automation evangelist—educating teams and advocating for AI-first thinking
• Facilitate workshops and trainings to drive adoption
• Lead change management efforts to ensure smooth transitions
• Reporting & Impact Measurement. Define KPIs and track ROI for automation initiatives
• Deliver clear, concise reporting to leadership on progress and outcomes

Preferred Qualifications

• Experience with lean, Six Sigma, or Agile methodologies (preferred)
• Bachelor's degree in Computer Science, Engineering, Business, or related field
• Certifications in RPA tools or AI technologies

Benefits

• Everything you need to work remotely
• Unlimited PTO
• Medical/dental/vision insurance
• 401k through Charles Schwab
• Flexible Spending Account, Limited FSA, and Health Savings Account- with an eligible health care package
• Company-paid short-term and long-term disability plus basic life insurance
• Family-friendly maternity and paternity leave
• Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
• PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide
• Paid time off to do volunteer work in your community
• Access to the Wellness Coach app for you and 5 family members