Workana

AI Operations Enablement Lead

Workana

full-time

Posted on:

Location Type: Remote

Location: Argentina

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Job Level

Senior

Tech Stack

PythonSQL

About the role

  • Design and deliver practical AI training for Operations teams through workshops, onboarding sessions, and office hours.
  • Create and maintain a reusable AI playbook, including prompt patterns, use-case recipes, do/don’t guidance, and examples tailored to mortgage processing.
  • Coach SMEs and frontline users to apply AI effectively in daily workflows such as email drafting, document interpretation, checklist creation, exception handling, summarization, and QA support.
  • Identify high-impact workflows where AI and automation can reduce cycle time, improve quality, or eliminate bottlenecks.
  • Build and maintain no-code/low-code automations (workflow builders, integrations, data hygiene routines) with a skillset comparable to a strong CRM administrator.
  • Partner with SMEs to scope and deliver solutions, turning ambiguous problems into executable steps, tests, and deployed workflows.
  • Use basic Python for lightweight scripting (data cleanup, validation, file transforms, small utilities, and prototypes) when no-code solutions reach their limits.
  • Establish safe AI usage practices and guardrails, including approved tools, data-handling guidance, and reusable templates.
  • Define and track success metrics such as adoption, time saved, defect reduction, and SLA improvements, and report progress.
  • Maintain documentation including SOP updates, runbooks, workflow diagrams, and “how we do it” guides.

Requirements

  • Experience training or enabling non-technical teams such as operations, customer service, underwriting, or processing teams.
  • Strong no-code/low-code automation experience (e.g., Zapier, Make, n8n), including building, testing, troubleshooting, and maintaining workflows and integrations.
  • Working knowledge of AI tools and practical prompting patterns, with the ability to translate business tasks into repeatable AI-assisted workflows.
  • Excellent communication skills, with the ability to teach, document, and drive adoption without relying on heavy technical jargon.
  • Familiarity with loan servicing or origination operations, or adjacent fintech operations.
  • Basic Python proficiency for small scripts and data tasks such as CSV transforms, validation checks, simple API usage, and regex/text parsing.
  • Familiarity with webhooks, simple APIs, and basic SQL for data pulls, validation, and integration troubleshooting.
  • Experience building internal enablement programs, including curriculum development, certifications, or knowledge bases.
  • Change management experience, including rollout planning, stakeholder alignment, and adoption measurement.
Benefits
  • Competitive compensation in USD.
  • Fully remote work.
  • Flexible schedule and collaborative work environment.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
no-code automationlow-code automationPythondata cleanupdata validationfile transformsworkflow buildingAPI usageSQLregex
Soft skills
communicationcoachingdocumentationproblem-solvingchange managementtrainingstakeholder alignmentadoption measurementcurriculum developmentteaching