AI Automation & Enablement Specialist

WHO WE ARE

Headquartered in Nashville, Tennessee, Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As a seven-time Inc. 5000 Fastest Growing Companies honoree and consistent year-over-year recipient of "Best Places to Work" awards, we offer a thriving, work environment where career growth and life‑work balance go hand in hand.

At Ncontracts, you'll join a team of industry experts dedicated to strengthening the financial services sector through innovation and thought leadership. We’re seeking creative, collaborative, and self‑driven professionals across all areas of our business – from developing cutting‑edge solutions to sales, marketing, customer support, and beyond. Join us in our mission to make the financial industry stronger and more resilient, while advancing your career in a supportive, dynamic environment that values your unique skills and perspectives.

The AI Automation & Enablement Specialist is responsible for driving operational efficiency, AI adoption, and systems integration across the Client Services organization s role sits at the intersection of technical execution and strategic enablement – building the automations, data pipelines, and AI‑powered workflows that eliminate process inconsistencies, reduce manual effort, and allow CS leadership and the broader team to operate with greater speed and clarity.

The role begins with CS leadership – identifying and resolving the manual, repetitive, and inconsistent workflows that create friction and slow decision‑making – and then scales proven solutions, tools, and capabilities across the broader Client Services organization. This is not a traditional IT or data engineering position. It is a hybrid role: part technical builder, part internal AI coach, and part systems architect, with a mandate to continuously improve how the CS organization operates.

The ideal candidate brings both technical depth and strong communication skills – equally effective designing a complex automation and delivering hands‑on training to a non‑technical team. Above all, this person is a proactive observer and self‑starter who identifies operational gaps and improvement opportunities independently, brings forward structured recommendations, and takes ownership of solutions from concept through delivery.

This role operates on a structured three‑part model that balances specialist autonomy with leadership alignment:

• Identify & Propose:
  The specialist proactively observes how the CS team operates, identifies inefficiencies, and brings forward well‑formed recommendations. Backing up observations with proposed solutions is the standard, not the exception.
• Prioritize:
  The specialist maintains a living backlog of active work and proposed initiatives; the Manager determines order of priority to ensure alignment with CS and organizational goals.
• Execute:
  Once prioritized, the specialist owns delivery end‑to‑end, working directly with CS leaders and their teams, managing their own timeline, and operating independently or collaboratively as the work requires.

• Design, build, and deploy AI agents and workflows that automate manual, recurring processes across CS leadership and the broader Client Services team.
• Create integrations between business systems – including Salesforce, Claude, Churn Zero, , Gong, and other CS tools – that reduce manual handoffs and surface intelligence automatically.
• Automate leadership reporting workflows, eliminating manual data pulls, uploads, and analysis cycles so CS leadership has data and insights on a defined, automated cadence.
• Maintain, iterate on, and improve automations and agents as tools, processes, and organizational needs evolve.
• Maintain a documentation library for all automations, agents, and integrations to ensure accessibility, continuity, and visibility across the organization.

• Own the data flow architecture across CS tools, defining which data goes where, how it gets there, and how it stays current and reliable.
• Ensure data integrity…