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 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.

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, Lending processes, Business operations, SaaS business models, Investment and due diligence processes
Able to translate high-level business objectives into practical systems and workflows.

AI Systems & Automation Consultant, Claude Code, Business Automation

Key skills