The Business Operations & AI Strategist will lead AI and automation integration in operations, enhancing performance and reducing costs. Responsibilities include strategy implementation, process optimization, solution design, monitoring, and stakeholder education.
Why TrueML?
TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Consumers today want personal, digital-first experiences that align with their lifestyles, especially when it comes to managing finances. TrueML’s approach uses machine learning to engage each customer digitally and adjust strategies in real time in response to their interactions.
The TrueML team includes inspired data scientists, financial services industry experts and customer experience fanatics building technology to serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring toward ensuring nobody gets locked out of the financial system.
About the Role:
We’re looking for a Business Operations & AI Strategist to lead the charge in transforming how we work—by embedding AI and automation into the core of our operational processes. You’ll combine deep business insight with emerging AI technologies to identify inefficiencies, streamline workflows, and unlock scalable impact.
This is not a traditional BizOps role—it's for someone excited to design the future of work. You’ll work cross-functionally to deliver intelligent solutions that reduce manual effort, boost productivity, and help our teams move faster and smarter.
Benefits & Perks
- Everything you need to work remotely
- Unlimited PTO
- Medical/dental/vision insurance
- 401k through Charles Schwab
- Flexible Spending Account, Limited FSA, and Health Savings Account- with an eligible health care package.
- Company-paid short-term and long-term disability plus basic life insurance.
- Family-friendly maternity and paternity leave
- Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
- PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.
- Paid time off to do volunteer work in your community.
- Access to the Wellness Coach app for you and 5 family members
Key Responsibilities:
- AI Strategy & Execution. Develop and implement AI-driven strategies to enhance business performance. Identify and evaluate AI/RPA technologies to optimize workflows and reduce operational costs. Lead the end-to-end development and deployment of AI and automation initiatives. Ensure ethical, transparent, and responsible AI implementation. Stay current on emerging AI/RPA trends and translate insights into business value.
- Process Discovery & Optimization. Identify and analyze manual, rule-based processes ripe for automation. Conduct detailed process mapping and workflow analysis to highlight inefficiencies. Collaborate with stakeholders to document requirements and define clear objectives.
- Solution Design & Development. Design intelligent automation solutions using AI (e.g., NLP, ML, IDP) and RPA platforms (e.g., UiPath, Power Automate). Define solution architecture, technical specs, and integration plans. Partner with development teams to ensure scalable, maintainable delivery.
- Implementation & Lifecycle Management. Oversee deployment with minimal operational disruption. Develop and execute testing plans to ensure reliability and performance. Manage full lifecycle from concept through post-implementation support.
- Monitoring & Continuous Improvement. Set up performance monitoring for deployed automations. Conduct regular reviews for optimization and scalability. Champion a culture of continuous improvement in intelligent automation.
- Stakeholder Enablement & Change Management. Act as the automation evangelist—educating teams and advocating for AI-first thinking. Facilitate workshops and trainings to drive adoption. Lead change management efforts to ensure smooth transitions.
- Reporting & Impact Measurement. Define KPIs and track ROI for automation initiatives. Deliver clear, concise reporting to leadership on progress and outcomes.
Requirements
- Experience & Skills
- 5–8 years of experience in business operations, process optimization, or technical consulting.
- 3–5 years of hands-on automation experience with RPA platforms (UiPath, Automation Anywhere, etc.).
- Familiarity with AI/ML techniques (NLP, IDP, predictive modeling) and their real-world application.
- Strong analytical skills and the ability to deconstruct complex processes.
- Proven ability to lead cross-functional automation initiatives from discovery to deployment.
- Exceptional communication skills with the ability to convey technical concepts to non-technical audiences.
- Experience with lean, Six Sigma, or Agile methodologies (preferred).
- Strong documentation and mapping tools experience (e.g., Lucidchart, Visio, Confluence).
- Proficiency in impact tracking tools (Excel, SQL, Tableau, Looker).
- Mindset & Traits
- Strategic thinker with a bias for action and results.
- Comfortable in ambiguity and capable of independently driving projects.
- Skilled in stakeholder management, change leadership, and training delivery.
- Passionate about using technology to drive operational excellence.
- Nice to Haves:
- Bachelor's degree in Computer Science, Engineering, Business, or related field.
- Certifications in RPA tools or AI technologies.
We are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference.
Our Dedication to Diversity & Inclusion
TrueML and TrueAccord are equal opportunity employers. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
For California Applicants: we collect personal information for employment purposes. We do not sell personal information. Most of the information we have is provided to us by you and/or collected as part of the employment process. For more details on how we use, share, and delete personal information see our Privacy Policy.
Top Skills
AI
Confluence
Excel
Idp
Looker
Lucidchart
Ml
Nlp
Power Automate
Rpa
SQL
Tableau
Uipath
Visio
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