Enterprise AI Portfolio Manager responsible for creating and maintaining enterprise AI priorities and insights. Leading portfolio management efforts to support informed decision - making at Great American Insurance Group.
About the role
- AI and Automation Operations Associate enhancing operational processes and automation for a fintech firm. Collaborating with leadership to solve pressing challenges and improve customer experience.
Responsibilities
- Enhance Customer & Marketing Operations
- Analyze customer experience (CX) ticket data to identify recurring pain points and develop automated solutions to improve response quality and speed.
- Automate the aggregation and review of marketing metrics, competitor campaign analysis, and content topic research to improve team productivity and campaign effectiveness.
- Automate Core Business Operations
- Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
- Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
- Design and implement automated workflows for reviewing compliance alerts and streamlining KYC/AML decisioning, reducing manual effort and improving accuracy.
- Identify and eliminate points of friction in our compliance processes, creating a smoother and more efficient experience for our clients without compromising rigor.
Requirements
- 2-4 years of experience in an analytical, operations, or automation-focused role.
- Advanced proficiency in Excel/Google Sheets and experience with SQL for data extraction and analysis.
- Hands-on experience with Google Apps Script to automate processes within the Google Workspace ecosystem.
- Demonstrated ability to use low-code/no-code automation platforms (e.g., n8n, Zapier) to connect systems and build efficient workflows.
- Practical experience leveraging AI/LLMs for complex reasoning, data analysis, or building decision-making tools.
- Familiarity with data visualization and analytics tools (e.g., Metabase, MixPanel, Segment, Google Analytics).
Benefits
- Direct Mentorship & Visibility: Work closely with the US Region Head and have a direct line of sight into the strategic decisions that drive our growth. This role offers unparalleled access to leadership and a deep understanding of the fintech landscape.
- Tangible Impact: See the immediate results of your work every day. The automated solutions you build will save hundreds of hours, reduce operational risk, and directly contribute to a better experience for our customers.
- Global Mission, Unified Team: Join a diverse, passionate, and mission-driven team from across the globe, all dedicated to making finance more accessible and equitable. Your contribution will be a critical part of a movement with a worldwide impact.
Job title
Job type
Experience level
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Not specified
Degree requirement
No Education Requirement
Tech skills
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