AI Product & Operations Transformation Engineer

About SDK.finance

About the Role

What You Will Do

• Map existing SDK.finance workflows and identify where AI can reduce manual effort, improve quality, speed up decisions, or make work more consistent.
• Work with sales, product, support, delivery, and engineering teams to understand real tasks, exceptions, bottlenecks, handoffs, and approval points.
• Define clear business outcomes for AI workflows, not just generated outputs.
• Translate ambiguous business problems into workflow requirements, acceptance criteria, edge cases, and measurable success metrics.
• Help design AI-assisted processes for inbound lead qualification, proposal preparation, customer research, support triage, documentation, product discovery, and operational reporting.
• Define what can be automated, what should be suggested, what requires approval, and what must remain human-owned.
• Work with AI engineers to turn business requirements into structured workflows, evaluation cases, and rollout plans.
• Create playbooks, process documentation, user guides, and internal training materials.
• Measure adoption, user satisfaction, manual time saved, downstream workload, error rates, rework, and cost per acceptable result.
• Collect feedback from real usage and turn it into specific improvements to data, prompts, tools, workflows, or process design.

What We Are Looking For

• Experience in product operations, business operations, revenue operations, product management, technical business analysis, or transformation roles.
• Strong understanding of how software businesses operate across sales, product, delivery, support, and engineering.
• Ability to reconstruct messy business processes and turn them into clear workflows.
• Strong practical understanding of LLMs and AI systems, including their limitations.
• Ability to define success criteria, edge cases, human review points, and operational metrics.
• Strong written communication: specs, process maps, playbooks, user-facing instructions, and decision documents.
• Ability to work with both technical and non-technical stakeholders.
• Strong judgment around when AI should assist, automate, escalate, or stay out of the process.
• Comfort working in an experimental but disciplined environment where workflows are tested, measured, and improved.

Nice to Have

• Experience in fintech, payments, banking software, B2B SaaS, enterprise software, or regulated industries.
• Experience with CRM, sales operations, customer support automation, RFP/proposal workflows, or implementation processes.
• Experience working with AI products, internal automation, knowledge management, or workflow tools.
• Familiarity with RAG, AI agents, structured outputs, evaluation, human-in-the-loop workflows, or AI governance.
• Experience helping teams adopt new tools or new operating models.

Success in This Role Looks Like

• SDK.finance teams use AI workflows because they make real work easier, faster, and more reliable.
• AI initiatives are tied to clear business outcomes and measurable operational improvements.
• Teams understand what AI systems can do, where they need human review, and how to correct or improve them.
• The company has reusable playbooks for identifying, launching, measuring, and improving AI-enabled workflows.
• AI transformation becomes part of daily operations, not a side experiment.