Role Description WorldVia runs a travel advisor network. Thousands of independent advisors put their trust in us to help them build and run their businesses on our platform, using our tools, marketing programs, education, and operational support. That means a lot of moving parts: onboarding, transaction processing, advisor support, reporting, CRM workflows, and communications that touch every team in the company. Our team is our biggest asset, and this role exists to find the work that shouldn't be done by a human anymore so the humans can work on the things humans do best. You'll report directly to the CEO, work across every department, and own the full lifecycle: identify the bottleneck, design the solution, deploy it, and measure whether it worked. What You'll Actually Work On - Process automation: New advisor onboarding — Streamline the process from signed agreement to fully-provisioned advisor. - Transaction reporting pipeline: Automate and monitor the transaction and financial data updates. - CRM workflow optimization: Build automation for lead routing, lifecycle stage transitions, and data hygiene. - Support request triage: Evaluate AI classification and auto-response for advisor support tickets. - Operational intelligence: Build automated alerts and dashboards to surface problems proactively. - Many more, which you'll help us identify. Who Thrives In This Role - You've built automations that real people use daily — not just prototypes. - You have opinions about which AI tools are overhyped and which ones actually solve problems. - You default to shipping something small and iterating over writing a 20-page requirements document. - You can walk into a team that's been doing something manually for years and get them excited about a better way. - You understand that automation that breaks trust is worse than no automation at all. How We'll Evaluate You - What you've built: Show us an automation or workflow you designed that's running in production. - How you prioritize: Given a list of ten things that could be automated, how do you decide what to tackle first? - Your toolkit: What AI and automation tools do you actually use, and what have you tried and abandoned? Key Responsibilities - Analyze and map existing business processes to identify inefficiencies and automation opportunities. - Evaluate, recommend, and implement AI tools and automation platforms to improve workflows. - Partner with business stakeholders to gather requirements and translate them into AI-driven solutions. - Design and document end-to-end workflows, including process diagrams and automation logic. - Support deployment and integration of AI tools across teams (e.g., sales, operations, customer support). - Monitor performance of implemented solutions and continuously optimize for efficiency and scalability. - Develop best practices for AI usage, prompt design, and workflow standardization. - Collaborate with technical teams to ensure successful implementation and adoption. - Stay current on emerging AI tools, automation platforms, and industry trends. Qualifications - 3+ years in business analysis, process improvement, operations, or a similar role where you shipped real solutions. - Hands-on experience with AI tools and automation platforms. - Strong process mapping and systems thinking. - Experience deploying automation in a business environment where non-technical people had to use it. - Clear communication skills — you'll work with engineers, operations leads, and executives. - Familiarity with data analysis, reporting, and performance tracking. - Ability to read, write, and communicate effectively in English. Preferred (not required) - Experience in travel, hospitality, or service-based industries. - Exposure to APIs, integrations, or light technical implementation. - Experience with prompt engineering or AI workflow design. - Background in consulting, operations strategy, or digital transformation. - Experience with CRM platforms (HubSpot, Salesforce) or low-code/no-code tools. Benefits - Employer-Sponsored Medical and Dental Insurance with Employee Contribution. - Fully-Funded Life Insurance (1x salary) & LTD (Long-Term Disability Insurance). - Optional Employee-Paid Vision Insurance and STD (Short-Term Disability Insurance). - 401k with up to 4% Company Match. - Paid Time Off + Company Holidays. - Additional Time Off for Your Birthday and Work Anniversary. - Discount Travel Program. Equal Opportunity & E-Verify Statement WorldVia is an equal opportunity employer. This employer participates in E-Verify. We will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the United States.