AI Strategist, Operations & Customer Service

Responsibilities

• Define and drive AI initiatives across Operations &Customer Service, aligned with business and service excellence goals
• Identify and prioritize use cases across:
• Client support automation and resolution efficiency
• KYC, onboarding, and verification process
• Payment operations and transaction monitoring
• Complaint handling and service recovery
• Internal workflow automation and productivity
• Translate business needs into structured execution plans,including:
• Use case definition
• Solution design (in collaboration with AI team)
• Vendor evaluation and selection
• Implementation roadmap
• Work as a subject matter expert, taking full ownership ofexecution and delivery with minimal supervision
• Work closely with internal stakeholders including AI, data,compliance, risk, product, and engineering teams
• Manage external AI vendors and service provider, includingperformance tracking and delivery quality
• Oversee full lifecycle delivery from concept throughdeployment and continuous optimization
• Drive adoption of AI tools and workflows with customerservice and Operations teams
• Establish frameworks for knowledge management, processstandardization, and service automation
• Required Experience
• 3-5 years of hands-on experience in AI development,
• Background in one or more of the following
• Customer Service / Client Support
• Operations / Back Office
• KYC / Onboarding / Compliance Operations
• Payments / Transaction Operations
• Demonstrated experience in: Service quality improvement /Process optimization and operational efficiency
• Strong understanding of:
• Client service workflows in brokerage environments
• Operational risks, compliance requirement and client life cycle processes
• Practical experience using AI tools to improve service delivery, automation, or operational workflows
• Ability to work across business and technical teams and drove implementation through to completion

Additional Information

Role Overview We are hiring a senior AI Strategist to support thetransformation of Operations and Customer Service functions, including Client Support, KYC/onboarding, payments, RiskOperations, and Back Office processes The role focuses on identifying high-impact opportunitieswhere AI can improve service quality, response efficiency, client satisfaction,and operation scalability. The successful candidate will work closely internalAI teams and external vendors to deliver practical, scalable solutions thatenhance both client experience and internal efficiency.

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