AI and Automation Operations Associate enhancing operational processes and automation for a fintech firm. Collaborating with leadership to solve pressing challenges and improve customer experience.
Responsibilities
Enhance Customer & Marketing Operations
Analyze customer experience (CX) ticket data to identify recurring pain points and develop automated solutions to improve response quality and speed.
Automate the aggregation and review of marketing metrics, competitor campaign analysis, and content topic research to improve team productivity and campaign effectiveness.
Automate Core Business Operations
Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
Design and implement automated workflows for reviewing compliance alerts and streamlining KYC/AML decisioning, reducing manual effort and improving accuracy.
Identify and eliminate points of friction in our compliance processes, creating a smoother and more efficient experience for our clients without compromising rigor.
Requirements
2-4 years of experience in an analytical, operations, or automation-focused role.
Advanced proficiency in Excel/Google Sheets and experience with SQL for data extraction and analysis.
Hands-on experience with Google Apps Script to automate processes within the Google Workspace ecosystem.
Demonstrated ability to use low-code/no-code automation platforms (e.g., n8n, Zapier) to connect systems and build efficient workflows.
Practical experience leveraging AI/LLMs for complex reasoning, data analysis, or building decision-making tools.
Familiarity with data visualization and analytics tools (e.g., Metabase, MixPanel, Segment, Google Analytics).
Benefits
Direct Mentorship & Visibility: Work closely with the US Region Head and have a direct line of sight into the strategic decisions that drive our growth. This role offers unparalleled access to leadership and a deep understanding of the fintech landscape.
Tangible Impact: See the immediate results of your work every day. The automated solutions you build will save hundreds of hours, reduce operational risk, and directly contribute to a better experience for our customers.
Global Mission, Unified Team: Join a diverse, passionate, and mission-driven team from across the globe, all dedicated to making finance more accessible and equitable. Your contribution will be a critical part of a movement with a worldwide impact.
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