Head of Automation
& AI Systems.
I build the systems that allow companies to scale without breaking execution.
As MTLI scales toward a $1B multi-division operation, growth becomes constrained by execution, not demand. Disconnected systems, manual coordination, and lack of visibility slow teams down and create margin leakage.
I design and implement automation and workflow infrastructure that connects CRM, operations, and finance into a single system, giving leadership real-time control over performance.
$120K base, $30K signing bonus, 6-month compensation review based on execution outcomes, with a defined path into a Director-level role as system ownership and scope expand.
Available primarily remote with presence in Markham as needed.
Remove bottlenecks across teams by replacing disconnected workflows with a unified system
Ensure projects run the same way across regions, teams, and divisions
Give leadership immediate insight into performance, bottlenecks, and margin
Operator Context
I currently operate in a full-time corporate environment while building and implementing automation systems in parallel. I build within real constraints, not theory, including legacy systems, cross-team dependencies, and execution pressure.
I am now looking to take full ownership of this function inside a company scaling into multi-division operations.
Execution Plan
Foundation
- ·Core workflows mapped across the business
- ·3 to 5 key automations implemented
- ·Reduction in manual admin and coordination
Connected Operations
- ·CRM, projects, operations, and finance connected into a single system
- ·Faster execution with fewer handoff errors
- ·AI embedded directly into operational workflows
Ownership expands beyond implementation into operational control, with a transition into Director-level scope based on delivered system impact.
Scalable System
- ·Business operating on a standardized, scalable execution layer
- ·Increased volume handled without proportional headcount growth
- ·Leadership operating from real-time visibility, not reactive management
Operating at Director-level ownership over system performance, team alignment, and ongoing operational scaling.
Selected Work
Redesigned fragmented CRM, project, and reporting workflows where teams relied on manual handoffs. Introduced structured intake, routing, and execution flows that reduced coordination overhead and standardized delivery across marketing, product, and development.
Defined and implemented an LLM-based chatbot integrated into the customer experience layer, including use-case design, conversation logic, and system integration. Positioned it as part of a broader workflow rather than a standalone feature.
Rebuilt intake, routing, and project initiation flows where data was duplicated across systems. Implemented a structured pipeline where data is captured once and moves through execution without manual reconciliation.
Replaced fragmented reporting with structured performance visibility across workflows, enabling leadership to track project status, delays, and execution health in real time.
Developed and tested automation patterns independently alongside full-time work, allowing rapid iteration and validation before applying proven structures inside live operating environments.
Direct Answers
Have you built automation workflows across multiple departments?
In my current role, I have worked across lead intake, CRM, campaign execution, and reporting workflows, identifying where manual coordination breaks down and introducing structured processes that improve flow between teams. I have extended this into full workflow designs that connect intake through execution and reporting.
Have you integrated CRM, project management, and finance systems?
I have worked across CRM and execution systems where data needed to move between teams without duplication. Rather than relying on manual updates, I focus on structuring workflows so data is captured once and reused across the process, reducing reconciliation work and handoff errors.
Walk me through a complex workflow you built.
An example flow I have worked on follows intake → structuring → routing → execution → reporting. The focus was removing manual routing and ensuring each stage triggered the next step based on status rather than coordination between people.
- Intake captured and standardized as structured data
- Routed by type, region, and priority without manual assignment
- Execution progressed through status-based triggers between teams
- Reporting updated at completion to close the loop for leadership
If I gave you the business today, what are the first 3 workflows you'd automate?
- Lead and intake routing, removes delays at the top of the funnel
- Execution flow, standardizes how work moves across teams
- Reporting and visibility, removes blind spots for leadership
What AI have you actually implemented?
I have implemented AI within workflows for use cases like classification, summarization, and chatbot interaction, focusing on practical integration inside operational processes rather than standalone tools.
What's the biggest efficiency gain you've created?
Where workflows were restructured, manual coordination dropped significantly, with faster execution cycles and fewer handoff errors due to clearer structure and visibility across teams.
Next Step
Head of Automation & AI Systems
- ·Build and scale the system internally
- ·Take ownership of automation, workflows, and execution layer
- ·Grow into Director-level ownership with team and system control
- ·$120K base
- ·$30K signing bonus
- ·6-month compensation review tied to execution
- ·Defined path to Director-level role after 6 months, based on delivered system impact
See How This Applies.
I would welcome the opportunity to walk through how I would approach your systems and execution in the first 30 to 90 days.
Corporate experience and full background available below.
Download Resume