Business process specialist improving knowledge governance, workflows, and operational effectiveness at iA Clarington. Advancing automation, AI enablement, and process improvement for Canadian financial services operations.
About the role
- Business Operations Lead automating clean-energy finance and diligence workflows at Crux. Building AI-enabled GTM systems that improve execution and customer experience.
Responsibilities
- Design and deploy automation-driven systems supporting structured product workflows and Business Execution diligence efforts
- Identify repetitive tasks in deal evaluation, due diligence, internal handoffs, and compliance, and replace them with scalable automation
- Build reliable service-delivery infrastructure across GTM tools such as HubSpot, Omni, and internal systems
- Enable commercial, marketing, and PDE teams to operate with greater precision and less manual intervention
- Develop scoped MVPs using off-the-shelf tooling and iterate toward operational excellence
- Use AI-powered tools and workflows to accelerate internal processes and improve customer-facing systems
- Collaborate with Commercial, Growth, Product, and Engineering teams to ensure systems are robust, aligned, and adopted
- Establish analytics and reporting systems to track performance, identify opportunities, and drive improvement
Requirements
- Deep understanding of financial and diligence operations
- Familiarity with how investment banking teams work
- Ability to understand pain points in evaluating investment opportunities, compliance, and due diligence
- Ability to build trust with Business Execution banking teams
- Experience identifying innovative service-delivery solutions
- Ability to communicate complex ideas clearly and assess short- and long-term impacts
- Ability to work in a fast-paced startup environment and take ownership of commercial process design and scaling
- Ability to scope ambiguous problems, identify core issues, prioritize high-leverage opportunities, and drive execution
- Experience or strong interest in automation-first systems and AI-powered tools
- Tool familiarity with HubSpot, Claude Code, and n8n
- Ability to collaborate cross-functionally with commercial, growth, product, engineering, marketing, and PDE teams
Benefits
- Remote-first operating model with work from anywhere in the US and Canada
- Optional offices in DC and NYC
- Optional co-working opportunities with co-workers in Bay Area, Seattle, Denver, Boston, LA, and beyond
- Regular team offsites three times a year
- 100% of employee healthcare premiums covered on Aetna nationwide and Kaiser in Washington and California
- 70% of dependent healthcare premiums subsidized
- 100% of employee dental and vision premiums covered
- 50% of dependent dental and vision premiums covered
- 10 company holidays per year
- 20 days paid time off per year
- 401k account available without matching
- 16 weeks parental leave for birthing parents
- 12 weeks parental leave for non-birthing parents
- Company-wide bonus tied to revenue goals
- Stock options
- High-growth, high-ownership culture
- Professional exposure to clean energy finance, technology, AI, and automation
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