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

June 18, 2026

<h3><span style="font-size:14px;"><span style="font-family:Arial, Helvetica, sans-serif;">We’re helping a private investor and entrepreneur find an <strong>AI Systems & Automation Consultant</strong> to support a growing portfolio of businesses spanning real estate, lending, and SaaS investments.</span></span></h3><p>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.</p><h3><strong>The Role</strong></h3><p>We are seeking a highly capable <strong>AI Systems & Automation Consultant</strong> to design, build, and optimize AI-powered workflows, systems, and operational processes across multiple businesses and investment initiatives.</p><p>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.</p><p>The ideal candidate combines strong automation expertise with business acumen and is comfortable operating in fast-moving environments where requirements may initially be ambiguous.</p><p>This role is ideal for someone who enjoys solving operational challenges, building scalable systems, and helping businesses leverage AI to operate more efficiently.</p><h3><strong>Role Details</strong></h3><p><strong>Commitment:</strong> Part-Time (20 hours/week)<br><strong>Location:</strong> Fully Remote<br><strong>Working Hours:</strong> Perth business hours (Manila-based candidates can work standard PH daytime hours)<br><strong>Engagement:</strong> Independent Contractor<br><strong>Start Date:</strong> ASAP<br><strong>Monthly Rate:</strong> USD $800–1,200/month (can be higher depending on level of experience)</p><h3><strong>What You'll Do</strong></h3><h4><strong>AI Systems & Automation Development (Core Focus)</strong></h4><ul><li>Design, build, and optimize AI-powered workflows across multiple businesses and projects</li><li>Automate operational, administrative, financial, and customer-facing processes</li><li>Identify bottlenecks and opportunities for automation throughout the organization</li><li>Build scalable systems that improve efficiency, consistency, and decision-making</li><li>Continuously refine and improve existing automation infrastructure</li></ul><h4><strong>Claude Code & AI Ecosystem Management</strong></h4><ul><li>Utilize Claude Code as a primary development and productivity environment</li><li>Build and maintain reusable prompts, agents, workflows, and AI-assisted operating systems</li><li>Organize and manage multiple Claude projects across different businesses and entities</li><li>Establish best practices around AI governance, documentation, knowledge management, and project architecture</li><li>Build AI-powered solutions that automate recurring workflows and operational processes</li></ul><h4><strong>Systems Integration & Process Optimization</strong></h4><ul><li>Build and manage workflows using tools such as:<ul><li>Claude Code</li><li>n8n</li><li>Make</li><li>Zapier</li><li>Relevance AI</li><li>OpenAI and Anthropic APIs</li></ul></li><li>Integrate systems across CRM platforms, finance tools, document management systems, marketing platforms, and internal operating systems</li><li>Analyze business processes and recommend automation strategies and technology solutions</li><li>Create SOPs, documentation, and implementation plans to support scalability</li></ul><h4><strong>Strategic Projects & Business Transformation</strong></h4><ul><li>Support the development and automation of a lending platform connecting borrowers and investors</li><li>Build workflows for:<ul><li>KYC and onboarding</li><li>Investor onboarding</li><li>Deal intake</li><li>Loan application processing</li><li>Automated document generation</li><li>Pipeline management</li><li>Reporting and dashboards</li></ul></li><li>Support the acquisition and optimization of SaaS businesses by:<ul><li>Mapping operational processes</li><li>Identifying automation opportunities</li><li>Building AI-enabled operating systems</li><li>Automating reporting, customer support, and internal workflows</li></ul></li><li>Develop repeatable frameworks that can be deployed across multiple portfolio companies</li></ul><h3><strong>What We're Looking For</strong></h3><h4><strong>Must-Haves</strong></h4><ul><li>Strong experience building automation systems and workflows (at least 3 years) </li><li>Advanced proficiency with Claude Code</li><li>Experience with AI-assisted development workflows</li><li>Hands-on experience with n8n and/or similar automation platforms</li><li>Strong understanding of LLMs, prompt engineering, and AI agent architecture</li><li>Experience working with APIs, webhooks, and system integrations</li><li>Strong systems thinking and process design capabilities</li><li>Ability to build end-to-end automation solutions independently</li><li>Excellent problem-solving and analytical skills</li><li>Strong written and verbal English communication skills</li></ul><h4><strong>Business & Industry Understanding</strong></h4><ul><li>Comfortable understanding and working within:<ul><li>Financial workflows</li><li>Lending processes</li><li>Business operations</li><li>SaaS business models</li><li>Investment and due diligence processes</li></ul></li><li>Able to translate high-level business objectives into practical systems and workflows</li></ul><h4><strong>Nice-to-Haves</strong></h4><ul><li>Experience in lending, fintech, credit, or financial services</li><li>Private equity, venture capital, or investment industry exposure</li><li>SaaS operations experience</li><li>Experience with CRM platforms such as HubSpot, Salesforce, or Pipedrive</li><li>Python or other programming experience</li><li>Experience building AI agents, internal tools, or operational dashboards</li><li>Consulting, strategy, or operations background</li></ul><h3><strong>Ideal Candidate Profile</strong></h3><p>This role is ideal for someone who:</p><ul><li>Naturally looks for ways to automate and improve processes</li><li>Enjoys solving complex operational problems</li><li>Can take a vague objective and independently build a solution</li><li>Thinks like a consultant rather than simply an executor</li><li>Is highly organized and structured</li><li>Can manage multiple projects simultaneously</li><li>Has strong commercial awareness and business judgment</li><li>Is comfortable working directly with founders, investors, and senior stakeholders</li><li>Balances technical capability with practical business thinking</li><li>Is proactive in identifying opportunities rather than waiting for instructions</li></ul><p>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.</p><h3><strong>Recruitment Process</strong></h3><ol><li>Initial Interview</li><li>Client Interview</li><li>Practical Discussion / Technical Deep Dive (if deemed necessary by the client) </li><li>Offer & Onboarding</li></ol>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...