The AI Operations Specialist is a hands-on, technical-operations leader responsible for building and scaling AI-driven workflows across a fast-growing accounting and back-office services organization. This role sits at the intersection of AI, automation, and accounting operations, driving the transformation of the firm into a modern, AI-enabled back-office platform.
This individual will work closely with accountants, CPAs, and operational leadership to design, implement, and optimize AI-powered solutions that improve efficiency, accuracy, and scalability across both third-party client services and a rapidly growing U.S.-based real estate business.
The ideal candidate brings 3–6+ years of experience in AI, automation, or operations roles, with a strong ability to translate business processes into practical AI solutions. This individual must be comfortable operating in a fast-paced, evolving environment while building scalable systems and training non-technical teams.
RequirementsAI Automation Development
- Design, build, and deploy AI agents and automation solutions across accounting workflows (bookkeeping, reconciliations, AP/AR, reporting) and broader back-office operations
- Identify high-impact automation opportunities across accounting and operational processes
- Integrate AI tools with existing systems (e.g., AppFolio, Yardi, Entrata, Sage)
- Continuously improve automation performance, reliability, and scalability
- Partner with accounting teams to map current workflows and redesign them using AI-enabled solutions
- Reduce manual effort while improving accuracy, speed, and operational consistency
- Develop standardized, repeatable workflows that can be deployed across multiple clients and portfolios
- Drive continuous process optimization across accounting and back-office functions
- Train accountants, CPAs, and support staff on:
- Effective use of AI tools in daily workflows
- Prompting best practices
- AI-assisted decision-making
- Develop internal documentation, SOPs, and training materials
- Serve as the internal AI subject matter expert and champion for adoption across the organization
- Support leadership in defining and executing the firm’s AI roadmap
- Evaluate, test, and implement new AI tools and platforms
- Help scale AI capabilities as the organization grows, ensuring alignment with operational goals
- Balance innovation with practical, business-driven implementation
- Work closely with:
- Accounting teams (CPAs, staff accountants)
- Back-office operations and executive support teams
- U.S.-based operations leadership
- Ensure AI solutions align with real-world accounting workflows and client expectations
- Act as a bridge between technical solutions and operational needs
- Track effectiveness of AI implementations (time savings, error reduction, output quality)
- Establish quality assurance processes for AI-assisted work
- Continuously refine systems based on performance data and team feedback
- Ensure consistency, accuracy, and reliability across AI-enabled workflows
- 3–6+ years of experience in AI/automation, operations, or technical roles
- Hands-on experience building or deploying:
- AI agents
- Process automations
- Strong understanding of workflow design and process optimization
- Proven ability to translate business problems into practical AI-driven solutions
- Excellent communication skills with the ability to train and support non-technical teams
- Experience working with accounting or finance teams
- Familiarity with bookkeeping and property management systems (e.g., AppFolio, Yardi, Entrata, Sage)
- Experience in real estate or property management accounting environments
- Experience working with U.S.-based clients or distributed teams
- Builder mindset with the ability to create scalable AI systems from the ground up
- Strong operational focus with a deep understanding of process efficiency
- Comfortable working in a fast-paced, evolving environment with ambiguity
- Strategic thinker with strong execution and implementation capabilities
- Collaborative team player capable of influencing across technical and non-technical stakeholders
- AI-powered workflows significantly reducing manual accounting workload
- Standardized, scalable automation deployed across multiple clients and business units
- High adoption of AI tools across accounting and operations teams
- Measurable improvements in efficiency, accuracy, and turnaround times
- A strong foundation for scaling an AI-enabled back-office platform
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What We Do
Proper is transforming the multifamily property management industry through a nationwide rollup model—leveraging AI, process innovation, and a strong focus on employee and resident experience. We streamline building and back-office operations, drive higher NOI for property owners, and elevate the end-to-end experience for building owners, employees and residents alike. With multiple completed transactions and more in the pipeline, Proper acquires management companies with assets of all sizes, geographic locations, and asset classes. Join us in shaping the future of property management.
