About the Company

They are building the financial operating system for schools across LatAm, managing payments, collections, and financial operations at scale across Mexico, Colombia, and Ecuador.

They are transforming from a manually intensive SaaS business into an AI-native operational platform.

This role will lead that transformation internally by identifying operational inefficiencies, deploying automation fast, and driving measurable impact across the organization.

What You’ll Own

Automation Backlog & Prioritization

• Own and maintain the company-wide automation opportunity backlog across all non-product functions

• Prioritize initiatives based on operational impact, complexity, and strategic value

• Continuously update priorities as you uncover new operational inefficiencies across teams

Tool Identification & Selection

• Continuously evaluate the AI and automation landscape to identify the right tools to adopt

• Assess no-code, low-code, and agentic workflow platforms against real operational needs

• Run fast, structured pilots with clear success metrics and decision-making cycles

• Build and maintain the company’s AI tooling stack, including rationale behind adoption and rejection decisions

Deployment & Change Management

• Design and implement workflows that replace manual operational processes

• Work directly with functional leaders across Contact Center, Customer Success, Finance, Legal, RevOps, and Operations

• Drive adoption, training, and operational rollout — not just recommendations

• Navigate organizational resistance and lead teams through operational change

Measurement & Reporting

• Define success metrics before every deployment, including FTE reduction, cycle-time improvement, error reduction, and operational efficiency

• Measure outcomes consistently and surface initiatives that are not delivering impact

• Report progress, blockers, and next steps directly to the CPTO on a biweekly basis

What You Won’t Do

• Own the product roadmap or build customer-facing product features

• Manage engineering teams or run software development sprints

• Operate as a consultant producing presentations without execution ownership

What You’ll Need

Hands-On AI & Automation Experience — Non-Negotiable

• You have personally built and deployed AI-powered workflows from scratch

• You are comfortable using platforms like n8n, Make, Zapier, or similar workflow automation tools

• You understand how large language models work and can design prompts, orchestrate workflows, manage context, and identify operational failure points before deployment

• You have hands-on experience with agentic AI systems, including multi-step workflows, tool-calling, orchestration, and memory handling

• You can clearly differentiate when an LLM-based workflow makes sense versus when a simpler rules-based automation is the better solution

• You are familiar with the current AI tooling ecosystem, including conversational AI platforms, LLM APIs, workflow automation, and document-processing tools

Operational & Program Management

• 4–6 years of experience in operations, process improvement, transformation, program management, or similar execution-heavy roles

• Experience driving operational transformation projects inside tech, fintech, or fast-moving environments

• Strong ability to identify messy manual processes, redesign workflows, and deploy automation without relying on long engineering cycles

• Highly execution-oriented with strong ownership and urgency

• Strong analytical mindset with clear business-case thinking and ROI tracking

• Excellent cross-functional communication skills with the ability to drive change without formal authority

• Comfortable operating in ambiguity with a strong bias toward action and fast iteration

Language & Location

• Fluent English and Spanish required

• Hybrid, based in Mexico City or Bogotá, with hybrid presence expected alongside operational teams

What Success Looks Like in 90 Days

• Complete a deep operational audit across Contact Center, Customer Success, Finance, Legal, and Operations

• Identify, prioritize, and assign ownership to the top automation opportunities across the organization

• Launch at least one live automation pilot with measurable outcomes and a clear go / no-go recommendation

• Define the company’s AI tooling stack, including adopted, piloted, and rejected solutions with supporting rationale

• Deliver a credible H2 automation roadmap with sequencing, operational impact, and capacity requirements

This is a high-ownership role for someone who wants to drive real operational transformation through AI and automation.