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AI Operations Manager (Global & LATAM)

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Basic Writing
  • Teamwork
  • Verbal Communication Skills
  • Problem Solving

Roles & Responsibilities

  • 3-5 years of experience in a client success, consulting, or project management role
  • Exceptional verbal and written English communication skills
  • Hands-on experience with AI tools and workflows (Claude preferred)
  • Familiarity with Slack and Zoom for internal team coordination

Requirements:

  • Provide frontline support as the first point of contact for client teams, respond to requests, and escalate to the founder as needed
  • Diagnose client needs, define what the response should look like, and configure tooling across Notion, Linear, Slack, Google Workspace, Claude, Fireflies, etc.
  • Turn messy materials (transcripts, emails, documents) into useful artifacts such as summaries, decision logs, briefs, or procedures while stewarding the client's knowledge base
  • Onboard new clients by standing up tooling, ingesting context, building initial structures, and establishing routines; monitor AI outputs for quality and drive improvements

Job description

About Our Client

Our Client builds institutional memory for investment firms and family offices. The judgment, decisions, and conversations that make a firm what it is mostly live in people's heads, and disappear when those people move on. We change that, working on top of the tools each firm already uses to turn how they operate into something the team can use, allocators can see, and the next generation can inherit.

The Role

This is a frontline operations role for an AI-native consulting practice. The founder owns each client engagement and sets the architecture. You keep the systems running and the clients well-served.

As AI lets very small teams deliver work that used to require very large ones, someone has to make sure the prompts, knowledge bases, capture routines, and recurring deliverables behind that actually work as intended.
 

What You'll Do

  • Frontline support. Be the first point of contact for client teams. Take in requests, respond, and escalate to the founder when needed.
  • Diagnose the problem. Most requests won't come with clear specs. Figure out what the client actually needs and what the response should look like.
  • Update the tooling. Once you know the right response, go into Notion, Linear, Slack, Google Workspace, Claude, Fireflies, etc., and make it real. The work is configuration and curation.
  • Turn messy material into useful artifacts. Transcripts, email threads, scattered documents, read them, find the structure, produce a summary, decision log, brief, or procedure.
  • Steward the knowledge base. Keep each client's institutional memory layer organized, current, and trustworthy. Catch staleness, gaps, and drift before they compound.
  • Monitor quality. Review AI-assisted outputs on a regular cadence. Fix wrong-voiced or thin output and feed corrections back into the templates.
  • Document the system. Write the procedures and reference materials that let a client's team operate on their own.
  • Onboard new clients. Stand up tooling, ingest context, build initial structures, get routines running. Each onboarding makes the next one faster.

Must Have

  • 3-5 years of experience in a client success, consulting, or project management role
  • Exceptional (C-level) verbal and written English communication skills
  • Hands of experience/familiarity with AI tools and workflows  (Claude preferred)
  • Well organized with a positive attitude and problem-solving skills
  • Familiarity with Slack and Zoom for internal team coordination/communication
  • Ability to work full-time EST
 

Nice to Have

  • Background working in a data-intensive role, organizing info into  actionable insights

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