AI Operations & Automation Lead — Remote & Unlimited PTO

Onbe Financial Services

Conshohocken (Montgomery County)

On-site

USD 99,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, vision

401(k) matching

Unlimited PTO

Work from anywhere

Parental leave

Job summary

Onbe Financial Services seeks an AI Business Operations Senior Specialist to partner with Implementations and FinOps, map current workflows, design LLM‑enabled automation, and build agents using platforms like Power Automate, Glean, Copilot Studio, and Decagon. The role focuses on identifying repetitive work, improving efficiency, and delivering measurable business impact.

The candidate will pilot solutions with end users, document best practices, train employees, and maintain a prioritized AI

Qualifications

Bachelor’s degree in Business Analytics, Information Systems, Data Science, or a related field.
Hands-on experience with AI copilots, LLM applications, and no-code/low-code automation platforms, including Microsoft Copilot Studio, Power Automate, Glean, Decagon, Rovo, Claude, Zapier, or similar tools.
Ability to design LLM-fed workflows that turn unstructured inputs into reliable, reviewable automation steps.
Ability to map a business process and translate it into automation, agent, data, and testing requirements.

Responsibilities

Observe, document, and map business workflows, including systems, handoffs, exceptions, decision points, and manual effort.
Identify repetitive work, process bottlenecks, legacy business problems, and opportunities to reduce avoidable operational effort.
Determine whether each opportunity is best addressed through standard automation, LLM-assisted workflow, agentic orchestration, or a combination of approaches.
Design LLM-fed automation that can classify, summarize, extract, route, validate, or structure information so it can reliably feed downstream workflows.
Build and configure AI agents, copilots, and workflow automations using approved platforms, including Power Automate, Glean, Microsoft Copilot Studio, Decagon, and Atlassian Rovo.
Use Power Automate and connected enterprise systems to streamline approvals, notifications, case creation, data movement, reporting, and other repeatable work.
Use Glean, Copilot Studio, Decagon, and Rovo to improve knowledge access, employee self-service, customer-service workflows, operational triage, and task execution.
Pilot solutions with end users, collect feedback, test edge cases, and iterate until the workflow is useful, safe, and maintainable.
Measure productivity gains, hours saved, cycle-time improvement, quality, adoption, reduction in manual effort, and resolution of legacy process issues.
Create reusable prompts, agent patterns, workflow templates, documentation, testing approaches, and governance standards.
Partner with People team/L&D to train employees, develop departmental champions, and support change management and adoption.
Maintain a prioritized AI and automation backlog, communicate progress, and rotate to the next function after the initial use case is stabilized.