Artificial Intelligence

• First 90 days: expect to grind. You will do a lot of things manually while you figure out what should be automated.
• Proposal assembly, report packaging, ticket triage, client follow-up chasing.
• After that: build and conduct. Automate the boring layer.
• You'll build these with AI tooling and MCP connections across our CRM, project management, comms, and storage systems.
• Own the scope-drift problem.
• You are the person who notices.
• Push ops outward, not inward.

Operations, AI Automation Manager

Revenue Operations

• First 90 days — expect to grind. You will do a lot of things manually while you figure out what should be automated.
• Proposal assembly, report packaging, ticket triage, client follow-up chasing.
• This is not the job forever, but it is the job at the start. You have to feel the pain before you can design it away.
• After that — build and conduct. Automate the boring layer.
• Proposal drafting and formatting, delivery reporting, ticket triage and routing, QA passes on tone and completeness, internal reminders and status rollups.
• You'll build these with AI tooling and MCP connections across our CRM, project management, comms, and storage systems.
• Own the scope-drift problem. A client sends a message asking for "one small thing." Realistically it's twenty tickets.
• Today nobody catches that until margin is gone. You will build the tripwires that catch it, and you'll be the one who says something.
• Hold the bird's-eye view. Which clients have gone quiet. Which projects have quietly expanded 3x. Where work is falling between two people who each assumed the other had it. You are the person who notices.
• Push ops outward, not inward. The end state is not "all operations run through you." It's every person on the team able to run their own operations because you built the rails and the automations. You're a force multiplier, not a queue.

GKA

Operations, AI Automation Manager

AI Revenue Operations