AI Operations Specialist

About UPWELL

We're building the next generation of logistics accounting software, automating complex financial processes that have traditionally required extensive manual work. Our mission is to transform how logistics companies handle their accounting operations through intelligent automation. As we grow, we're looking for talented individuals who can both execute today's processes and help build tomorrow's solutions.

As an AI Operations Specialist, you'll be at the intersection of backend office management and technological innovation. While you'll handle day-to-day operations, you'll also be instrumental in automating these very processes, working directly with our engineering and product team to build scalable solutions. Think of it as being both the expert user and the product visionary.

• Manage and oversee end-to-end logistics Accounts Receivable backend processes, ensuring accuracy and timeliness while identifying opportunities for automation.
• Execute tailored workflows for diverse customer needs.
• Handle and organize document management efficiently.
• Collaborate with software engineers to translate findings into automated solutions.
• Analyze intricate workflows and address exceptions requiring human judgment.
• Work within TMS platforms and payment portals.
• Provide actionable insights from hands-on experience to influence the product roadmap

• Natural problem-solver who can think systematically about complex processes
• Tech-savvy professional comfortable learning new software systems quickly
• Strong Excel skills and data analysis capabilities
• Excellent communicator who can explain complex concepts to different audiences
• Meticulous attention to detail while maintaining big-picture perspective

• Experience in logistics, transportation, or supply chain finance
• Knowledge of ERP and accounting systems, particularly in logistics or transportation
• Familiarity with TMS systems like McLeod, Descartes, Tai, Revenova, Mercury Gate, Oracle Transportation Manager (OTM), etc.
• Track record of improving or automating business processes
• Project management experience
• Understanding of API or EDI integrations and financial software systems

• Be part of transforming an industry through technology
• Work on challenging problems that impact real businesses
• Clear career growth path as we scale
• Competitive salary range based on experience
• Comprehensive benefits including health, dental, and vision insurance
• 401(k)
• Flexible PTO policy
• Modern, collaborative workspace in West Omaha