Automation & Insights Lead: AI-Driven Process Optimizer

SMHL Business Inc.; Taguig; Hybrid; PHP 1,200,000 - 1,600,000; Full time

Job summary

SMHL Business Inc. seeks a proactive Performance & Insights Lead to improve financial advisory operations, automate workflows, and implement responsible AI. This role blends technical capability with practical business sense, turning data into measurable outcomes.

You will partner with advisors, operations, compliance and leadership to streamline processes, deliver dashboards, ensure data accuracy, and support decision making in a fast-paced professional services environment.

Qualifications

• Strong understanding of business software, cloud platforms and digital workplace tools.
• Practical experience with AI tools, workflow automation and process optimisation.
• Ability to translate technical concepts into clear, practical guidance for non-technical users.
• Strong problem-solving and process improvement mindset.

Responsibilities

• Analyse business performance, processes and workflows to identify inefficiencies and improvements.
• Maintain and prioritise a pipeline of improvement opportunities across divisions.
• Support delivery of improvement initiatives through data analysis and workflow optimisation.
• Identify AI and automation opportunities to improve productivity and outcomes.
• Develop reporting and insights to support leadership decision-making.

Skills

Business software proficiency

Cloud platforms

AI tools experience

Automation workflows

Translating technical concepts

Tools

CRM systems

Advice processing systems

Document management systems

Compliance tools

Job description

SMHL Business Inc. seeks a proactive Performance & Insights Lead to improve financial advisory operations, automate workflows, and implement responsible AI. This role blends technical capability with practical business sense, turning data into measurable outcomes.

You will partner with advisors, operations, compliance and leadership to streamline processes, deliver dashboards, ensure data accuracy, and support decision making in a fast-paced professional services environment.