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The role involves designing and maintaining automated workflows to eliminate manual process friction and centralize project data. You will integrate financial systems with project management tools and leverage AI to synthesize project updates into actionable insights.
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.
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.
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.
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.
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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