AI Operations Specialist

Description

Position Overview

The AI Operations Specialist is a hands-on, technical-operations leader responsible for building and scaling AI-driven workflows across a fast-growing accounting and back-office services organization. This role sits at the intersection of AI, automation, and accounting operations, driving the transformation of the firm into a modern, AI-enabled back-office platform.

This individual will work closely with accountants, CPAs, and operational leadership to design, implement, and optimize AI-powered solutions that improve efficiency, accuracy, and scalability across both third-party client services and a rapidly growing U.S.-based real estate business.

The ideal candidate brings 3–6+ years of experience in AI, automation, or operations roles, with a strong ability to translate business processes into practical AI solutions. This individual must be comfortable operating in a fast-paced, evolving environment while building scalable systems and training non-technical teams.

Requirements

AI Automation Development

• Design, build, and deploy AI agents and automation solutions across accounting workflows (bookkeeping, reconciliations, AP/AR, reporting) and broader back-office operations
• Identify high-impact automation opportunities across accounting and operational processes
• Integrate AI tools with existing systems (e.g., AppFolio, Yardi, Entrata, Sage)
• Continuously improve automation performance, reliability, and scalability

Workflow Transformation

• Partner with accounting teams to map current workflows and redesign them using AI-enabled solutions
• Reduce manual effort while improving accuracy, speed, and operational consistency
• Develop standardized, repeatable workflows that can be deployed across multiple clients and portfolios
• Drive continuous process optimization across accounting and back-office functions

Training, Enablement & Adoption

• Train accountants, CPAs, and support staff on:
• Effective use of AI tools in daily workflows
• Prompting best practices
• AI-assisted decision-making
• Develop internal documentation, SOPs, and training materials
• Serve as the internal AI subject matter expert and champion for adoption across the organization

AI Strategy & Implementation

• Support leadership in defining and executing the firm’s AI roadmap
• Evaluate, test, and implement new AI tools and platforms
• Help scale AI capabilities as the organization grows, ensuring alignment with operational goals
• Balance innovation with practical, business-driven implementation

Cross-Functional Collaboration

• Work closely with:
• Accounting teams (CPAs, staff accountants)
• Back-office operations and executive support teams
• U.S.-based operations leadership
• Ensure AI solutions align with real-world accounting workflows and client expectations
• Act as a bridge between technical solutions and operational needs

Performance & Quality Monitoring

• Track effectiveness of AI implementations (time savings, error reduction, output quality)
• Establish quality assurance processes for AI-assisted work
• Continuously refine systems based on performance data and team feedback
• Ensure consistency, accuracy, and reliability across AI-enabled workflows

Qualifications

Required Experience

• 3–6+ years of experience in AI/automation, operations, or technical roles
• Hands-on experience building or deploying:
• AI agents
• Process automations
• Strong understanding of workflow design and process optimization
• Proven ability to translate business problems into practical AI-driven solutions
• Excellent communication skills with the ability to train and support non-technical teams

Preferred Experience

• Experience working with accounting or finance teams
• Familiarity with bookkeeping and property management systems (e.g., AppFolio, Yardi, Entrata, Sage)
• Experience in real estate or property management accounting environments
• Experience working with U.S.-based clients or distributed teams

Leadership Profile

• Builder mindset with the ability to create scalable AI systems from the ground up
• Strong operational focus with a deep understanding of process efficiency
• Comfortable working in a fast-paced, evolving environment with ambiguity
• Strategic thinker with strong execution and implementation capabilities
• Collaborative team player capable of influencing across technical and non-technical stakeholders

What Success Looks Like

• AI-powered workflows significantly reducing manual accounting workload
• Standardized, scalable automation deployed across multiple clients and business units
• High adoption of AI tools across accounting and operations teams
• Measurable improvements in efficiency, accuracy, and turnaround times
• A strong foundation for scaling an AI-enabled back-office platform