Operations Automation Specialist

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. We are looking for an architect who can solve complex data integration challenges and build robust, automated systems that drive real-time operational visibility.

Your primary objective is to eliminate manual process friction, centralize project data, and build automated workflows that seamlessly connect our financial systems with our project management execution.

Core 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 our 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 Requirements

• Platform Mastery: Expert-level proficiency in ClickUp, including creating complex automations, custom fields, and reporting dashboards.

• Data Extraction & Integration: 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 Proficiency: 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.

• Analytical Rigor: Strong capability in financial data modeling with the ability to bridge the gap between raw financial numbers and project management actions.

Schedule & Work Arrangement

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

• Location: Fully Remote.

• Working Hours: Standard US business hours.

• Flexibility: Possibility of weekend shifts as needed to effectively support ongoing client operations.