Project-Based / Consultant / Fractional Operations Role

Our client, a real estate and property management firm, is seeking a practical, tech-forward consultant to help modernize administrative and accounting workflows using AI and automation tools.

With strong operational foundations, the goal is not to “replace people with AI,” but to thoughtfully identify repetitive administrative tasks that can be streamlined, automated, or supported through AI-driven systems and workflows.

This person will help evaluate current processes, recommend tools, implement solutions, and help the team transition smoothly into more efficient operations.

This is an ideal role for someone who understands both operations and technology — especially someone comfortable working with accounting/admin workflows, SOPs, automation tools, and AI platforms in a real-world business environment.

What You’ll Do

• Assess current administrative and accounting workflows

• Identify opportunities for AI and automation implementation

• Recommend practical tools and systems to improve efficiency

• Help streamline repetitive tasks such as:

  • AP workflows

  • data entry

  • document management

  • tenant/vendor communications

  • reporting

  • scheduling

  • email management

  • workflow routing

• Create and document SOPs and transition processes

• Work alongside management and staff to ensure smooth adoption

• Train team members on new systems and workflows

• Help leadership prioritize high-impact improvements without disrupting daily operations

• Serve as a steady operational resource during implementation and transition

Ideal Background

We’re looking for someone who is both technically capable and operationally grounded.

Strong candidates may come from backgrounds such as:

• operations consulting

• accounting systems implementation

• AI workflow consulting

• business process improvement

• property management operations

• administrative systems management

• automation consulting for SMBs

Preferred Skills & Experience

• Experience implementing AI or automation tools in business operations

• Familiarity with accounting and administrative workflows

• Strong understanding of AI and automation

• Ability to simplify processes and communicate clearly with non-technical staff

• Strong organizational and project management skills

• Comfortable working independently and making practical recommendations

What Success Looks Like

• Reduced manual administrative workload

• Better documented and more consistent processes

• Increased operational efficiency

• Successful adoption of practical AI tools by the team

• Minimal disruption to day-to-day operations during transition

Additional Notes

This is a hands-on consulting role for someone who can both strategize and execute. We are not looking for a theoretical AI advisor — we need someone who can evaluate workflows, implement practical improvements, and help hold operations together during the transition.