AI Operations & Implementation Specialist (Baltimore)

Location: Hybrid Preferred (Baltimore, MD / Dallas, TX / Minneapolis–St. Paul, MN / Nashville, TN / Ponte Vedra, FL)About STOC AdvisorySTOC Advisory is a rapidly growing advisory firm focused on:Transaction Advisory Services (TAS)Corporate Development Support (CDS)Growth Enablement Services (GES)Finance & Data Intelligence (FDI)We combine deep operational and financial expertise with AI, automation, and proprietary intelligence systems to help businesses scale more efficiently and make better decisions.Our vision is to build a highly AI-enabled advisory platform where technology, workflow automation, operational intelligence, and financial data infrastructure materially improve execution quality, scalability, and client outcomes.Position OverviewWe are seeking an AI Operations & Implementation Specialist to help design, deploy, and operationalize AI systems, workflow automations, reporting infrastructure, and operational intelligence solutions for a variety of businesses and industries.This role will support AI adoption, systems optimization, workflow automation, reporting enhancement, and operational transformation initiatives across finance, operations, business development, and reporting environments.The ideal candidate is highly operational, systems-oriented, technically curious, and capable of translating business problems into scalable technology-enabled workflows and operational solutions. This individual should be comfortable operating between business users, leadership teams, and technical resources to help drive implementation from concept through execution.While we offer flexibility, preference will be given to candidates located near or willing to work from one of our office locations in:Baltimore, MDDallas, TXMinneapolis–St. Paul, MNNashville, TNPonte Vedra, FLRemote candidates will also be considered.This is a strong opportunity for someone who wants hands-on exposure to real-world AI implementation across finance, operations, reporting, business intelligence, and professional services environments.Key ResponsibilitiesDesign, implement, and optimize AI-enabled workflows and operational systemsSupport operational improvement initiatives related to:Finance & reportingCRM & business developmentRecruiting & HRKnowledge managementProject managementWorkflow automationKPI tracking and reportingData aggregation and operational intelligenceAssist in building and maintaining AI agents, automation systems, and reporting infrastructureSupport integrations between platforms such as:AirtableSlackHubSpotNotionGoogle WorkspaceZapier / MakeTableau / Power BIAccounting and reporting systemsParticipate in process mapping, systems architecture, workflow redesign, and reporting infrastructure initiativesBuild SOPs, implementation documentation, training materials, and operational process guidesTest, QA, and optimize workflows prior to deploymentSupport AI adoption, workflow automation, reporting infrastructure, and operational intelligence initiativesAssist with implementation of KPI dashboards, business intelligence reporting, data aggregation systems, and workflow automation solutionsWork alongside leadership and technical resources to execute operational transformation initiativesQualificationsCore Requirements3+ years of experience in operations, systems implementation, automation, consulting, business transformation, RevOps, finance operations, business intelligence, or a related roleDemonstrated experience implementing AI tools, workflow automations, operational systems, or reporting infrastructure in a real business environmentStrong understanding of how businesses operate across functions such as finance, operations, business development, HR, recruiting, reporting, and project managementAbility to translate ambiguous business problems into scalable workflows, systems, automation solutions, and reporting environmentsStrong project management and organizational skills with the ability to manage multiple concurrent initiativesHigh attention to detail with strong documentation and process design capabilitiesStrong written and verbal communication skills with the ability to work directly with leadership teams and operational stakeholdersTechnical & Systems ExperienceHands-on experience working with AI tools and LLM platforms such as ChatGPT, Claude, Gemini, Perplexity, or similar technologiesExperience implementing or managing workflow automation tools such as:ZapierMakeAirtableNotionSlack workflowsHubSpotGoogle WorkspaceMonday.com / Asana / ClickUp / JiraFamiliarity with APIs, integrations, and data flows between systemsAbility to understand automation logic, relational databases, workflow dependencies, and operational architectureStrong Excel / Google Sheets skills, including process modeling, operational reporting, and data analysisExperience building dashboards, reporting workflows, KPI tracking systems, or business intelligence environmentsExposure to Tableau, Power BI, Looker Studio, or similar reporting platforms preferredComfort working alongside developers and technical teams to operationalize solutionsStrongly PreferredExperience within consulting, private equity, transaction advisory, accounting, finance, professional services, or portfolio operations environmentsExperience implementing systems or automation within high-growth or entrepreneurial businessesExposure to AI agents, prompt engineering, retrieval systems, knowledge management systems, or internal AI toolingExperience with CRM implementation, RevOps workflows, pipeline management, or operational reporting environmentsFamiliarity with SQL, Python, scripting, or low-code/no-code development environmentsExperience supporting change management, user adoption, and internal systems rolloutsExperience working directly with executive leadership teams or clients on operational transformation initiativesTraits We ValueOwnership mentality and strong bias toward executionHighly resourceful and able to operate independentlyNaturally curious about AI, systems, automation, and operational efficiencyStrong business judgment and problem-solving capabilitiesAbility to balance speed with attention to detailComfortable operating in fast-moving, evolving environments where processes are continuously improvingExcited about building systems from the ground up rather than maintaining mature infrastructureCompensationCompetitive base salaryPerformance-based bonus opportunitiesFlexible/hybrid work environmentSignificant career growth opportunity as STOC continues scaling its AI, automation, and operational intelligence capabilitiesWhy Join STOC?Work directly on cutting-edge AI implementation initiativesGain exposure to real-world AI deployment across multiple industriesWork alongside operators, advisors, developers, and leadership teams in a highly entrepreneurial environmentOpportunity to play a meaningful role in building a next-generation advisory platform that combines operational expertise, financial intelligence, and AI-enabled executionTo apply, please send your resume along with a brief overview of:AI tools, automations, systems, or reporting environments you have implementedPlatforms and technologies you have worked withExamples of operational improvements, dashboards, workflows, or intelligence systems you have builtWhy this role interests you and how you believe AI and automation can improve business operations