Claude AI Automation Lead | AU | WFH

AI Workflow Design (using GPTs / LLMs) Internal Tool Building Automation Architecture & Maintenance CRM Integration & Customization Predictive Automation & Lead Scoring HubSpot Make.com Zapier n8n Microsoft Power Automate Workato Tray.io Pipedream Airtable Notion OpenAI API

Staff Domain Inc.

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Role Overview

We're seeking an AI Automation & Platform Manager to help build the next stage of The Asset Finance Shop. This role combines technical execution with commercial thinking, owning the design, build, and management of internal automations, AI systems, online platforms, and Claude environments.

You'll work across HubSpot, Claude, MCP tools, online forms, lead flows, internal dashboards, and client-facing digital experiences. This position is ideal for someone who can build practical systems that save time, improve lead handling, support brokers, and create better client experiences while leading a small team of AI-capable support staff.

This is an opportunity to turn business ideas into usable systems quickly, working directly with leadership to identify manual bottlenecks and replace them with reliable automated workflows.

Responsibilities

Build and maintain internal online platforms, portals, dashboards, and workflow tools
Design and improve HubSpot automations, workflows, forms, pipelines, sequences, and reporting systems
Set up, manage, and optimize Claude for business use across teams
Manage Claude MCP environments, integrations, tool access, and operational reliability
Create AI-driven systems for lead qualification, note handling, follow-up support, document collection, and reporting
Build automation between HubSpot, calling/SMS systems, forms, databases, and other business tools
Identify manual admin bottlenecks and replace them with reliable automated workflows
Develop SOPs, prompt libraries, guardrails, and internal documentation for AI use
Hire, train, and manage AI-savvy support staff or contractors
Oversee quality control for AI-assisted outputs across sales, operations, marketing, and customer support
Monitor performance, troubleshoot issues, and continuously improve automation accuracy and output quality

Requirements

Strong experience with automation platforms, APIs, AI tooling, and no-code/low-code systems
Hands-on experience with Claude, prompt design, AI workflows, and MCP-style tool environments
Experience building practical business systems beyond just writing code
Strong understanding of HubSpot CRM, workflows, automations, forms, and pipeline logic
Ability to connect multiple tools into one working operational system
Experience managing contractors, virtual assistants, or technical support staff
Strong problem-solving skills with a commercial mindset
Ability to move fast, communicate clearly, and build useful solutions

Nice to Have

Experience in finance, broking, lending, or lead-generation businesses
Experience with Aircall, Dialpad, SMS tools, reporting dashboards, or document collection workflows
Familiarity with internal portals, client onboarding systems, and CRM-integrated web tools
Experience with databases, frontend tools, and lightweight web app deployment
Understanding of data privacy, permission control, and operational AI governance

Benefits & Perks

HMO, Dental, and Life Insurance for you and one free dependent from day one
Option to enroll additional dependents in insurance plans
Paid Leaves: Birthday, Vacation, Medical, and Maternity
Up to 6 Vacation Leaves convertible to cash on anniversary
Employee Engagement Activities: Year-End Party, Family Day, Team Building

About the Company

Staff Domain Inc. operates The Asset Finance Shop, a finance and broking business focused on lead generation and client services. The company is building advanced AI-driven automation systems to improve operational efficiency and client experiences.