AI Operations Project/Consultant

Alto Software Group (ASG) is a leading B2B SaaS platform serving the UK property industry. We power thousands of estate agency branches and support a significant proportion of UK housing transactions each year.

We are building a data-driven, operationally efficient platform business. AI will be a structural lever in improving internal productivity, reducing operational cost, and enhancing customer experience.

This is a fixed term project role, responsible for embedding AI into how we operate.

The Role

We are hiring a commercially minded AI Operations consultant to investigate, design and implement AI-driven efficiencies across the organisation and embed AI as a core operational capability.

This is a project role to support the business in discovering our most inefficient workflows and develop solutions to address them.  

You will work cross-functionally across Customer Operations, Marketing, Education, Training, Finance and Strategy to:

• Automate administrative workflows
• Reduce manual operational overhead
• Improve reporting speed and accuracy
• Increase CS and support efficiency
• Leverage our Mission Control data platform to drive intelligent automation
• Embed AI into our core systems stack

Core Responsibilities

AI & Automation Strategy

• Develop and embed an internal AI operations roadmap
• Identify high-impact automation opportunities across functions
• Prioritise initiatives based on measurable ROI and margin impact
• Set and track performance metrics for each AI deployment
• Workflow Automation & System Integration

Design and deploy AI-enabled workflows across:

• Salesforce (CRM automation, data hygiene, workflow optimisation)
• Zendesk (ticket summarisation, tagging, routing, AI triage)
• HubSpot (marketing automation and lifecycle workflows)
• Zuora (billing process efficiencies and reporting automation)
• Thrive LMS (content optimisation and tagging)
• ThoughtSpot (data surfacing and operational insight triggers)

Build automation pipelines using tools such as:

• n8n
• Empromptu
• Zapier / Make
• OpenAI / Anthropic APIs
• Webhooks and API integrations

Mission Control Data Exploitation

• Leverage ASG’s Mission Control data platform to identify bottlenecks and inefficiencies
• Create event-triggered automation workflows
• Develop predictive operational insights
• Build AI-enabled reporting summaries for leadership

Governance & Adoption

• Establish AI governance frameworks and data security standards
• Ensure GDPR-compliant deployment
• Develop internal AI playbooks
• Drive adoption and training across departments

Required Experience

Technical & Automation

• Proven project management experience implementing AI-driven workflow automation in a SaaS environment
• Strong experience with CRM and marketing systems (Salesforce and HubSpot preferred)
• Experience with Zendesk or similar support platforms
• Strong API integration capability
• Experience using automation tools 
• Proficiency in Python and SQL
• Experience working with LLM APIs and prompt engineering
• Understanding of RAG pipelines and vector databases (desirable)

Commercial & Operational

• Experience operating in B2B SaaS
• Strong understanding of SaaS metrics (MRR, churn, NRR, GRR)
• Demonstrated ability to deliver measurable ROI from automation initiatives
• Strong cross-functional stakeholder management

Personal Attributes

• Builder mindset
• High agency and accountability
• Structured and analytical
• Commercially sharp
• Outcome-focused

This is an opportunity to help ASG architect how AI becomes embedded into a leading UK B2B SaaS platform - not as experimentation, but as operational infrastructure.