Process and Insights Lead

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

Role Overview

We are seeking a proactive and technology-driven Performance & Insights Lead to support and enhance our growing financial, lending and investment advisory business. This role is ideal for someone who combines strong technical capability with a practical business mindset and enjoys turning technology into meaningful operational improvements.

Working closely with advisors, operations, compliance, and leadership teams, you will play a key role in improving systems, streamlining workflows, implementing automation solutions, and introducing responsible AI tools that improve productivity, accuracy, compliance, and client experience.

This is a hands-on role suited to someone who enjoys solving problems, driving continuous improvement, and supporting non-technical users in a fast-paced professional services environment.

Key Responsibilities

Process Improvement & Workflow Optimisation

• Analyse business performance, processes and workflows to identify inefficiencies, improvement opportunities and areas for greater consistency
• Maintain and prioritise a pipeline of improvement opportunities across divisions, informed by operational data, business insights and stakeholder feedback
• Support the delivery of improvement initiatives through data analysis, process mapping and workflow optimisation
• Identify and enable practical technology, automation and AI opportunities that improve productivity, accuracy and business outcomes
• Develop reporting and insights to improve operational visibility and support leadership decision-making
• Track the adoption, effectiveness and measurable outcomes of implemented changes
• Support the standardisation, documentation and continuous improvement of processes and ways of working

Technology & Systems Support

• Provide support across core business systems, including CRMs, advice processing systems, document management, and compliance tools
• Liaise with software vendors, aggregators, and external IT providers to coordinate support and system improvements
• Assist with system configuration, user access management, troubleshooting, testing and upgrades
• Support the adoption and effective use of business technology across teams

AI & Automation Enablement

• Identify opportunities to improve efficiency through AI and automation solutions.
• Implement and maintain AI-powered tools and automated workflows in a secure and responsible manner
• Support teams in adopting practical AI tools to enhance productivity and reduce manual tasks
• Train and guide staff on the effective use of automation and AI technologies
• Monitor AI usage to ensure alignment with business, privacy obligations, and compliance requirements

Data, Reporting & Insights

• Support reporting and dashboard development for business performance, pipeline management, and compliance tracking
• Maintain a pipeline of improvement opportunities across divisions, supported by reporting, business performance insights, and operational data
• Assist leadership teams with data analysis and operational insights to support decision-making

Governance, Risk & Compliance Support

• Ensure technology solutions align with regulatory obligations and privacy requirements
• Promote best practices in data security, system usage, and client information handling
• Support compliance-focused system controls and process integrity

Skills & Experience

Essential

• 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
• High attention to detail and commitment to data accuracy

Desirable

• Experience within mortgage advisory, financial services, or professional services environments
• Familiarity with CRMs, loan origination systems, or aggregator platforms
• Experience with automation tools (e.g. low-code/no-code platforms, M365 Power Platform)
• Understanding of data privacy, cybersecurity and compliance requirements
• Experience developing reports, dashboards, or operational insights

Personal Attributes

• Proactive, adaptable, and solutions-focused
• Strong communicator with a collaborative approach
• Curious about emerging technologies and continuous improvement
• Professional, trustworthy, and client-focused
• Comfortable working across multiple teams and priorities