[Remote] AI Systems & Automation Consultant (Claude Code & Business Automation)
Note: The job is a remote job and is open to candidates in USA. Bamboo Works is seeking an AI Systems & Automation Consultant to support a growing portfolio of businesses in real estate, lending, and SaaS investments. The role involves designing, building, and optimizing AI-powered workflows and systems to enhance operational efficiency across multiple ventures.
Responsibilities
- Design, build, and optimize AI-powered workflows across multiple businesses and projects
- Automate operational, administrative, financial, and customer-facing processes
- Identify bottlenecks and opportunities for automation throughout the organization
- Build scalable systems that improve efficiency, consistency, and decision-making
- Continuously refine and improve existing automation infrastructure
- Utilize Claude Code as a primary development and productivity environment
- Build and maintain reusable prompts, agents, workflows, and AI-assisted operating systems
- Organize and manage multiple Claude projects across different businesses and entities
- Establish best practices around AI governance, documentation, knowledge management, and project architecture
- Build AI-powered solutions that automate recurring workflows and operational processes
- Build and manage workflows using tools such as: Claude Code, n8n, Make, Zapier, Relevance AI, OpenAI and Anthropic APIs
- Integrate systems across CRM platforms, finance tools, document management systems, marketing platforms, and internal operating systems
- Analyze business processes and recommend automation strategies and technology solutions
- Create SOPs, documentation, and implementation plans to support scalability
- Support the development and automation of a lending platform connecting borrowers and investors
- Build workflows for: KYC and onboarding, Investor onboarding, Deal intake, Loan application processing, Automated document generation, Pipeline management, Reporting and dashboards
- Support the acquisition and optimization of SaaS businesses by: Mapping operational processes, Identifying automation opportunities, Building AI-enabled operating systems, Automating reporting, customer support, and internal workflows
- Develop repeatable frameworks that can be deployed across multiple portfolio companies
Skills
- Strong experience building automation systems and workflows (at least 3 years)
- Advanced proficiency with Claude Code
- Experience with AI-assisted development workflows
- Hands-on experience with n8n and/or similar automation platforms
- Strong understanding of LLMs, prompt engineering, and AI agent architecture
- Experience working with APIs, webhooks, and system integrations
- Strong systems thinking and process design capabilities
- Ability to build end-to-end automation solutions independently
- Excellent problem-solving and analytical skills
- Strong written and verbal English communication skills
- Comfortable understanding and working within financial workflows
- Comfortable understanding and working within lending processes
- Comfortable understanding and working within business operations
- Comfortable understanding and working within SaaS business models
- Comfortable understanding and working within investment and due diligence processes
- Able to translate high-level business objectives into practical systems and workflows
- Experience in lending, fintech, credit, or financial services
- Private equity, venture capital, or investment industry exposure
- SaaS operations experience
- Experience with CRM platforms such as HubSpot, Salesforce, or Pipedrive
- Python or other programming experience
- Experience building AI agents, internal tools, or operational dashboards
- Consulting, strategy, or operations background
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