AI Systems & Automation Consultant (Claude Code & Business Automation)

We’re helping a private investor and entrepreneur find an AI Systems & Automation Consultant to support a growing portfolio of businesses spanning real estate, lending, and SaaS investments. This is an opportunity to work directly with a founder who is actively building and investing in multiple ventures, with AI and automation playing a central role in future growth. The Role
We are seeking a highly capable AI Systems & Automation Consultant to design, build, and optimize AI-powered workflows, systems, and operational processes across multiple businesses and investment initiatives.

This is not a task-based automation role. We are looking for someone who can think strategically, understand business processes, identify inefficiencies, and independently design solutions using AI, automation, and modern development tools. The ideal candidate combines strong automation expertise with business acumen and is comfortable operating in fast-moving environments where requirements may initially be ambiguous.

This role is ideal for someone who enjoys solving operational challenges, building scalable systems, and helping businesses leverage AI to operate more efficiently. Role Details
Commitment: Part-Time (20 hours/week)
Location: Fully Remote (PH-based candidates preferred)
Working Hours: Perth business hours (Manila-based candidates can work standard PH daytime hours)
Engagement: Independent Contractor
Start Date: ASAP
Monthly Rate: USD $800–1,200/month (can be higher depending on level of experience)
What You'll Do
AI Systems & Automation Development (Core Focus)
Design, build, and optimize AI-powered workflows across multiple businesses and projects
Automate operational, administrative, financial, and customer-facing processes
Identify bottlenecks and opportunities for automation throughout the organization
Build scalable systems that improve efficiency, consistency, and decision-making
Continuously refine and improve existing automation infrastructure
Claude Code & AI Ecosystem Management
Utilize Claude Code as a primary development and productivity environment
Build and maintain reusable prompts, agents, workflows, and AI-assisted operating systems
Organize and manage multiple Claude projects across different businesses and entities
Establish best practices around AI governance, documentation, knowledge management, and project architecture
Build AI-powered solutions that automate recurring workflows and operational processes
Systems Integration & Process Optimization
Build and manage workflows using tools such as:Claude Code
n8n
Make
Zapier
Relevance AI
OpenAI and Anthropic APIs

Integrate systems across CRM platforms, finance tools, document management systems, marketing platforms, and internal operating systems
Analyze business processes and recommend automation strategies and technology solutions
Create SOPs, documentation, and implementation plans to support scalability
Strategic Projects & Business Transformation
Support the development and automation of a lending platform connecting borrowers and investors
Build workflows for:KYC and onboarding
Investor onboarding
Deal intake
Loan application processing
Automated document generation
Pipeline management
Reporting and dashboards

Support the acquisition and optimization of SaaS businesses by:Mapping operational processes
Identifying automation opportunities
Building AI-enabled operating systems
Automating reporting, customer support, and internal workflows

Develop repeatable frameworks that can be deployed across multiple portfolio companies
What We're Looking For
Must-Haves
Strong experience building automation systems and workflows (at least 3 years) 
Advanced proficiency with Claude Code
Experience with AI-assisted development workflows
Hands-on experience with n8n and/or similar automation platforms
Strong understanding of LLMs, prompt engineering, and AI agent architecture
Experience working with APIs, webhooks, and system integrations
Strong systems thinking and process design capabilities
Ability to build end-to-end automation solutions independently
Excellent problem-solving and analytical skills
Strong written and verbal English communication skills
Business & Industry Understanding
Comfortable understanding and working within:Financial workflows
Lending processes
Business operations
SaaS business models
Investment and due diligence processes

Able to translate high-level business objectives into practical systems and workflows
Nice-to-Haves
Experience in lending, fintech, credit, or financial services
Private equity, venture capital, or investment industry exposure
SaaS operations experience
Experience with CRM platforms such as HubSpot, Salesforce, or Pipedrive
Python or other programming experience
Experience building AI agents, internal tools, or operational dashboards
Consulting, strategy, or operations background
Ideal Candidate Profile
This role is ideal for someone who:
Naturally looks for ways to automate and improve processes
Enjoys solving complex operational problems
Can take a vague objective and independently build a solution
Thinks like a consultant rather than simply an executor
Is highly organized and structured
Can manage multiple projects simultaneously
Has strong commercial awareness and business judgment
Is comfortable working directly with founders, investors, and senior stakeholders
Balances technical capability with practical business thinking
Is proactive in identifying opportunities rather than waiting for instructions
We're looking for someone who combines the mindset of a consultant, the execution ability of a builder, and the curiosity of an AI enthusiast.
Recruitment Process
Initial Interview
Client Interview
Practical Discussion / Technical Deep Dive (if deemed necessary by the client) 
Offer & Onboarding