Full-time Pune Why This Role Matters This role will act as a bridge between business processes and AI capabilities, ensuring that: Existing workflows are not just automated, but intelligently replicated and improved

Teams can operate with higher speed, accuracy, and scalability “The focus is not just on automation, but on deeply understanding how work is currently done and translating that into scalable AI-driven systems.” Role Overview We are looking for an AI Workflow Automation Specialist to design, replicate, and scale intelligent workflows across business functions. The role will focus on translating existing manual processes into AI-driven automated systems, improving efficiency, accuracy, and scalability. This is a high-impact, cross-functional role working closely with Research, Operations, Finance, and Marketing teams to identify automation opportunities and deploy scalable solutions.

Key Responsibilities Workflow Replication & Automation (Core Responsibility)

Study and map existing manual workflows across teams (research, onboarding, reporting, operations)

Break down processes into step-by-step logic and decision points

Replicate these workflows using AI tools and automation platforms

Ensure automation mirrors real-world decision-making with accuracy and consistency

Workflow Automation & Optimization

Identify repetitive and manual processes and design automated workflows

Build end-to-end automation pipelines using tools such as Zapier, Make, n8n, or similar platforms

Continuously optimize workflows to reduce turnaround time and manual intervention

AI Integration & Use Case Development

Implement AI-based solutions using:

OpenAI / LLM APIs

Claude / GPT-based systems

OCR, NLP, and document processing tools

Develop automation use cases such as:

Document analysis and summarization

Automated research and reporting workflows

Client onboarding and compliance automation

Data Handling & System Integration

Work with APIs, databases,



and internal systems to integrate workflows

Automate data movement across tools (Excel, CRM, internal platforms)

Ensure data accuracy, validation, and audit trails

Process Improvement & Efficiency

Analyze workflows and identify inefficiencies

Reduce manual dependency and improve process speed

Track automation impact (time saved, error reduction, output quality)

Collaboration & Implementation

Work with business teams to understand processes deeply

Translate business logic into automation flows Train teams and ensure adoption of automated systems Technical Skills Key Skills & Requirements Hands-on experience with automation tools (Zapier, Make, n8n, etc.)

Robust understanding of workflow mapping and process design

Familiarity with AI tools and LLMs (OpenAI, Claude, etc.)

Basic understanding of APIs, JSON, and integrations Analytical & Process Skills Ability to break down manual processes into structured logic flows

Strong attention to detail and process accuracy

Problem-solving mindset with focus on scalability Soft Skills Strong communication and stakeholder alignment

Ability to work cross-functionally

High ownership and execution focus Preferred Qualifications Experience in fintech / financial services / operations-heavy environments

Exposure to low-code / no-code automation platforms

Basic coding knowledge (Python preferred but not mandatory) Seniority Level Mid-Senior level Industry Investment Management Employment Type Full-time Job Functions Information Technology Skills System Integration

Workflow Automation

JSON

Artificial Intelligence (AI)

No-Code Development Platforms

Python (P) Application Instructions If you are interested in joining our team at Oaklane Capital, please send your resume and a brief explanation of why you believe you are a suitable candidate for the position, to [email protected] with subject line “AI Automation Specialist”. If your credentials match our requirements, our team will be eager to talk to you.

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📌 AI Automation Specialist (Pune)
🏢 Oaklanecapital
📍 Pune