Bamboo Works
Posted 69 days agoVerified live 14h ago
AI Systems & Automation Consultant (Claude Code & Business Automation)
Brief overview
Remote
$800–$1k/moStated range
3+ yrsMinimum
Claude CodeAutomation systems and workflowsAI-assisted development workflowsn8nPrompt engineeringAI agent architectureAPIsWebhooksSystems integrationFinancial workflowsLending processesBusiness operationsSaaS business modelsInvestment and due diligence processesWritten and verbal communication
About the company
Bamboo Worksbambooworks.io
At Bamboo Works, we make hiring overseas easy, accessible, and affordable.
Job description
Summary
Bamboo Works is helping a private investor find an AI Systems & Automation Consultant to support a portfolio of businesses in real estate, lending, and SaaS. The role involves designing and optimizing AI-powered workflows and systems to enhance operational efficiency across multiple initiatives.
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
Qualifications
Must Haves
- 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
Nice to Haves
- 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
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