AI Workflow & Automation Specialist at CDL Human Resource

About the Role

• Our client, a U.S.-based provider of virtual assistant services to small businesses, churches, and nonprofits, is seeking an AI Workflow & Automation Specialist to design, build, and maintain AI-powered workflows and business automations.
• The ideal candidate will improve operational efficiency by connecting business systems, automating repetitive tasks, documenting processes, and leveraging AI tools to support sales, marketing, operations, and client service.

Key Responsibilities

• Design and implement AI-assisted workflows using no-code/low-code automation platforms.
• Build automations for lead generation, CRM management, outreach, reporting, scheduling, and business operations.
• Create reusable AI prompts for emails, research, reports, and documentation.
• Map business processes and recommend workflow improvements.
• Integrate business applications using tools such as Zapier, Make, Airtable, Power Automate, and HubSpot.
• Test, troubleshoot, monitor, and maintain automation workflows.
• Organize and validate business data to ensure workflow accuracy.
• Prepare SOPs, workflow documentation, user guides, and training materials.
• Ensure compliance with data privacy, security, and responsible AI practices.
• Produce reports and recommend continuous process improvements.

Requirements

Qualifications

• Bachelor's degree in Computer Science, Information Technology, BBIT, Software Engineering, Information Systems, Data Science, AI, ICT, or a related field.
• 3–5 years of experience in workflow automation, AI tools, business systems, CRM administration, operations, or related roles.
• Hands-on experience with automation platforms such as Zapier, Make, Power Automate, Airtable Automations, HubSpot Workflows, or similar tools.
• Experience using AI tools such as ChatGPT, Claude, Gemini, or Microsoft Copilot.
• Strong understanding of workflow automation concepts, data management, documentation, and process improvement.
• Excellent written and verbal English communication skills.
• Strong analytical, troubleshooting, and organizational skills.
• Ability to work independently in a remote environment.

Preferred Qualifications

• Experience with one or more of the following is an added advantage:
• APIs, webhooks, JSON, Git/GitHub
• Python, JavaScript, SQL, React, Node.js
• CRM systems, dashboards, and reporting tools
• Business productivity platforms such as Notion, ClickUp, Asana, Monday.com, Microsoft 365, or Google Workspace
• Automation or AI-related certifications

Equipment Requirements

• Personal laptop/desktop
• Reliable high-speed internet
• Professional headset for remote work

Application Requirement: Candidates must submit a portfolio demonstrating previous automation or AI workflow projects.

Benefits

• Flexible remote work
• Career growth opportunities
• Performance-based salary reviews
• Exposure to international clients