Elephant Teams

Artificial Intelligence

• Design, implement, and scale Elephant Teams' AI capability strategy across the organization.
• Establish and lead the Elephant Teams AI Academy, build workforce capability, drive AI adoption, and create measurable business impact.
• Build and lead the Elephant Teams AI Academy – Designing structured learning pathways, certification programs, and practical training initiatives.
• Train teams on AI platforms such as ChatGPT, Claude, Gemini, NotebookLM, Microsoft Copilot, and Perplexity.
• Facilitate workshops, coaching sessions, onboarding programs, certification assessments, and ongoing learning initiatives.
• Create and maintain the AI Knowledge Hub, Prompt Library, SOPs, templates, workflows, and implementation guides.
• Identify opportunities to streamline workflows, implement automation solutions, and improve operational efficiency.
• Establish AI Champions programs, knowledge-sharing communities, and regular learning forums.
• Track workforce capability, productivity improvements, client outcomes, and provide insights to leadership.
• Help create innovative AI-enabled solutions that enhance client value.

Head of AI & Workforce Transformation

Customer Success Manager

• Take ownership of active settlement files from signed contract through to settlement.
• Track finance due dates, building & pest inspections, settlement milestones, and ensure all deadlines are met accurately.
• Manage ongoing post-settlement client touchpoints, run periodic property valuation reviews for existing clients, and support the team in identifying re-engagement opportunities to drive client retention and repeat business.
• Manage client communications throughout the settlement process while maintaining a professional and proactive client experience.
• Maintain and update workflows across Monday.com and Agent Hub.
• Generate and issue client invoices at key milestones, track outstanding payments, follow up where required, and maintain accurate records of payment status across active files.
• Provide structured daily updates, end-of-day summaries, and milestone reporting through Microsoft Teams and internal systems.
• Assist in refining operational workflows, maintaining templates, improving documentation, and supporting CRM automation initiatives as the business scales.
• Confidently make outbound calls and liaise to Australian-based third parties (inspectors, agents, brokers, property managers) to schedule appointments, confirm details, and progress files through to settlement.

Head of AI & Workforce Transformation

Settlement & Operations Coordinator – Settlement & Client Success Support