AI Transformation Lead — Build AI-Driven Workflows

Trustly, Inc.; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Flexible PTO

Comprehensive benefits (medical, dent,

Vision insurance)

Home office setup allowance

Internet stipend

401(k) match

Parental leave

Job summary

Trustly, Inc. is seeking an AI Operations Transformation Lead in New York. You will rebuild business workflows around Claude, coordinate with Finance, Legal, and other teams, and deliver AI-native processes that improve turnarounds and capacity.

You’ll own discovery, design, and hands‑on implementation across high‑priority areas. You’ll rotate through Finance, Customer Operations, and other functions, building scalable patterns while measuring speed, quality, and business impact.

Qualifications

• Advanced daily user of Claude or a similar AI assistant with real workflow examples.
• Hands-on experience building automated workflows with AI, low code, or integration tools.
• Strong at gathering requirements from stakeholders who don't yet know what they need.
• 6+ years in operations, process improvement, business analysis, or related field.
• Track record running complex cross functional processes or programs.
• Comfortable building and tracking operational metrics and explaining them to Finance.
• Open to feedback and iterative improvements.
• Curious, motivated to learn and build.

Responsibilities

• Run discovery with business teams to capture requirements and define success.
• Build AI workflows in Claude using projects, skills, and connectors, from prototype to production.
• Iterate quickly based on stakeholder feedback.
• Manage cross-team processes with clear owners and dependencies.
• Establish baselines and track speed and quality metrics for each workflow.
• Build the financial case for changes and validate with Finance.
• Decide what can be built with Claude and no-code tools vs. IT/engineering support.
• Flag regulated workflows and route to Legal/Compliance.
• Train teams on new workflows and hand over operable processes.
• Turn builds into reusable patterns for other teams.

Skills

Claude proficiency

AI workflow automation

Requirements gathering

6+ years operations

Cross-functional leadership

Operational metrics

Feedback-driven

Curiosity

Tools

Claude Code

MCP

Scripting

Job description

Trustly, Inc. is seeking an AI Operations Transformation Lead in New York. You will rebuild business workflows around Claude, coordinate with Finance, Legal, and other teams, and deliver AI-native processes that improve turnarounds and capacity.

You’ll own discovery, design, and hands‑on implementation across high‑priority areas. You’ll rotate through Finance, Customer Operations, and other functions, building scalable patterns while measuring speed, quality, and business impact.