[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

Company Overview