AI and Automation Specialist

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.

Job Specification:

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Qualifications:
• 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).


Skills & Attributes:
• You have an entrepreneurial mindset and are eager to take ownership, build processes from scratch, and drive projects to completion.
• You are a structured problem-solver, capable of breaking down complex issues into manageable components and developing logical, data-driven solutions.
• You are an excellent communicator, able to articulate technical concepts and the business value of your work to both technical and non-technical stakeholders.
• You are deeply aligned with Waheds mission to build an inclusive, ethical, and interest-free financial ecosystem for everyone.