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Jobs(31,365)/Head of Business Operations Role(40)/spreedly (3) - Business AI Operations Lead
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spreedly

spreedly - Business AI Operations Lead

Remote - USA3d ago
RemoteStaffNAFintechPaymentsHead of Business OperationsEcosystem LeadTraining DeliveryProduct MarketingTraining DevelopmentClaudeSalesforceReportingProcess OptimizationApolloCustomer SuccessSQLData VisualizationDocumentationData QualityGovernance

Requirements

• Success in this role will be measured by the on-time delivery of prioritized workflows, improved operational efficiency, strong adoption, measurable business outcomes, and reliable processes and solutions. • 5+ years of experience in Business Operations, Marketing Operations, process improvement, automation, or a related field. • Hands-on experience designing, implementing, and maintaining operational workflows. • Experience using Claude or similar tools to build AI-enabled business workflows. • Experience with APIs, low-code or no-code platforms, workflow automation, or prompt engineering. • Experience applying AI or automation to improve business processes and productivity. • Strong ability to translate business needs into practical, usable solutions. • Experience with business systems, workflow automation, and modern technology platforms. • Experience with HubSpot, Salesforce, or comparable business platforms. • Demonstrated ability to drive adoption and organizational change without direct authority. • Strong analytical, project-management, communication, and stakeholder-management skills. • Ability to manage multiple priorities across different business functions. • Strong attention to detail and commitment to reliable, maintainable execution. • Experience with n8n, Apollo, Clay, Influ2, or similar platforms. • Experience supporting Product, Engineering, Marketing, Sales, Customer Success, or Revenue Operations. • Experience with SQL, reporting, analytics, or data visualization. • Experience in SaaS, fintech, payments, or another technology environment. • Experience supporting AI workflow discovery or business process redesign.

Responsibilities

• R&D Workflow Discovery • Lead AI workflow discovery across Product, Engineering, and other R&D functions. • Partner with stakeholders to understand business needs, operational challenges, and existing processes. • Identify opportunities where AI and automation can reduce manual work, improve execution, or increase productivity. • Document and maintain identified R&D opportunities in the shared company AI workflow inventory for prioritization. • Translate selected opportunities into clear requirements, success measures, and implementation plans. • Business AI Execution • Design and build prioritized AI workflows across R&D and other business functions. • Translate business requirements into practical solutions using approved AI platforms and shared capabilities. • Deliver assigned solutions on time and communicate risks or delays early. • Focus primarily on operational AI workflows that can deliver measurable business value. • Test solutions with business users, incorporate feedback, and support successful adoption. • Partner with the AI Enablement & Solutions Lead when initiatives require advanced architecture, reusable capabilities, or complex cross-functional design. • Apply shared AI standards and recommended implementation patterns to assigned solutions. • Solution Ownership • Serve as the AI build owner for assigned workflows. • Own solution design, development, testing, launch, maintenance, and ongoing optimization. • Partner with internal business customers to validate requirements, support adoption, and measure business outcomes. • Develop documentation, user guidance, and training materials for delivered solutions. • Monitor solution performance and identify opportunities for continued improvement. • Ensure assigned workflows remain aligned with shared AI standards and company priorities. • Marketing Operations • Own Marketing Operations activities outside of scoring, routing, and analytics. • Manage campaign operations and configuration, nurture programs, audience segmentation, webinars, and marketing automation. • Support data quality, source management, auditing, lead-flow execution, and operational governance in partnership with Revenue Operations. • Optimize the marketing technology stack, including HubSpot, Salesforce, Influ2, and related platforms. • Partner with Revenue Operations on processes and systems involving scoring, routing, analytics, and reporting. • Ensure Marketing Operations processes and workflows remain scalable, reliable, and well maintained.

Benefits

• Outstanding Medical and Dental benefits, including 100% employer-paid options • Company-paid Life and Disability insurance • Optional vision and supplemental insurance options, and various Flexible Spending Accounts (FSA) • Open Paid Time Off policy + 12 weeks of paid leave for new parents • Matching 401(k) plan (5% up to $5,000 yearly) • $1,000 annual professional development stipend • Monthly home working/digital lifestyle stipend, new MacBook, and one-time accessory reimbursement • Access to company-paid professional coaching service • Visits to HQ in Durham, North Carolina for remote employees • We champion the ethical, creative use of AI—if you’re someone who pairs human judgment with modern AI tools to work smarter and drive bigger impact, you’ll thrive here.

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