Senior Business System Integration

Job Summary:

The Business Systems and Integrations Specialist (BSI) is the person who makes your AI strategy actually work. This is not a traditional technical hire, it is a transformation role that sits at the intersection of AI Automations, Governance, and Project Management, connecting your tools, your people, and your workflows into a system that drives results.

The BSI owns the AI/Governance function across the organization responsible for designing and building intelligent workflows, ensuring every AI system is governed, compliant, and human-supervised, and delivering automation projects on time and with measurable impact.

This role is foundational. When placed and supported correctly, the BSI becomes the single most valuable operational hire in a growing, AI-ready business.

What You Will Do

1. AI Automations & Workflow Design

• Design and build AI-powered workflows and automations that eliminate manual tasks, reduce errors, and scale operations across the business.

• Identify high-impact automation opportunities across Sales, Operations, Finance, and HR then execute against them.

• Implement and maintain AI tools including Claude, ChatGPT, Zapier, Make, and other automation platforms with proper governance guardrails.

• Create and manage prompt libraries, AI workflow templates, and repeatable automation patterns for consistent team use.

• Partner with team members to enable AI adoption training, documentation, and hands-on support so the whole team moves forward together.

2. AI Governance & Data Structure

Governance is not the brake on AI — it is the steering wheel. You will own the governance function that keeps AI powerful, reliable, and trusted.

The 3 Governance Pillars You Will Own:

• Role Clarity & Security — Every AI workflow has a single named human owner. You define

ownership, eliminate confusion, and ensure consistent accountability from start to finish.

• Human in the Loop — Every AI output is reviewed by a human before it is acted on. You design

and enforce review checkpoints that prevent errors and build organizational trust.

• Escalation Paths — You build escalation systems, not reliance on one person. Defined paths

ensure nothing falls through the cracks when issues arise.

Ongoing Governance Responsibilities:

• Establish and enforce data governance standards: entry rules, validation cadence, and review

ownership across all platforms.

• Define and maintain access controls, folder structures, naming conventions, and permission

levels.

• Own the AI Governance Dashboard — AI monitoring, KPIs, alerts, and escalation reporting.

• Ensure all systems and AI workflows are transparent, documented, and aligned with business

objectives.

• Drive continuous improvement through structured feedback loops and regular system audits.

3. Software Implementation & Systems Integration

• Manage the internal setup, configuration, and ongoing optimization of the core tech stack

• Ensure data flows correctly and reliably between platforms — CRM, accounting, project management, scheduling, and communication tools.

• Facilitate API integrations for a cohesive, connected software ecosystem. Identify and fix integration gaps, broken connections, and data inconsistencies.

• Maintain a current and accurate map of the data architecture — what connects to what, who manages what, and where the risks are.

• Oversee software updates, monitor system performance, troubleshoot issues, and manage user access and subscriptions.

• Evaluate tools regularly to identify opportunities for cost reduction, consolidation, and increased efficiency.

4. Project Management & Execution

• Plan, scope, and deliver AI and systems projects on time and within budget from initial design through to team adoption.

• Manage full project lifecycles: scoping, architecture design, implementation, testing, rollout, training, and handoff.

• Coordinate with vendors, third-party integrators, and internal stakeholders to ensure smooth delivery.

• Document all workflows — current state, future state, and transition plans so knowledge lives in the system, not just in people's heads.

• Drive change adoption across the team: training, communication, and sustained support through every transition.

5. Data Management, Reporting & Analytics

• Ensure data integrity across all systems is accurate, consistent, and audit-ready.

• Able to produce the data source of truth across all systems.

• Generate insights from analytics and produce reports that guide leadership decisions.

• Apply AI tools to accelerate data analysis and surface insights faster.

6. Cross-Team Collaboration & Enablement

• Work closely with Finance, Sales, Operations, and HR to align systems with departmental goals.

• Serve as the go-to resource when systems, integrations, or workflows break or stall a solutions-first mindset every time.

• Train team members on new tools, workflows, and AI capabilities — building organizational capability, not dependence.

• Contribute to a positive and collaborative workplace culture by removing friction and helping others succeed.

What We Are Looking For:

Core Experience & Qualifications

• Proven experience in software implementation, systems integration, and project management.

• Hands-on experience with API integrations, this is required, not preferred.

• Strong analytical skills with experience in data management, reporting, and visualization.

• Demonstrated experience developing efficient workflows and working cross-functionally across departments.

• Prior experience working with a US-based company in a remote, graveyard shift capacity.

• Exceptional communication skills — written and verbal. Comprehension and clarity matter as much as fluency.

AI & Automation Capabilities

• Active, daily user of AI tools (Claude, ChatGPT, or equivalent) — you use AI to work faster, not just to experiment.

• Ability to build AI-assisted workflows, prompt libraries, and automation sequences that deliver consistent results.

• Understanding of AI governance principles — you know the difference between helpful AI and ungoverned AI, and you build guardrails accordingly.

• Comfortable designing and enforcing human-in-the-loop checkpoints and escalation frameworks.

• Experience applying AI to business functions: accounting workflows, reporting, scheduling, estimating, or customer communications.

Tech Stack Proficiency

AI Integration Pattern

● Workflow Automation – Multi-step processes with human approval

● Data Reconciliation – Compare sources, flag mismatches, draft fixes

● Document Processing – Extract structured data from PDFs/emails

● Conversational Interface – AI chat for internal data and SOP access

Core Capabilities (Required)

● Project & operations platforms (e.g., Monday, JobTread, QBO)

● AI tools used in real workflows (e.g., Claude, GPT, Gemini)

● API & integrations (REST, webhooks, OAuth)

● Data handling (advanced spreadsheets or basic SQL)

● Multi-system integration experience

Nice to Have

● Python (basic scripting)

● Database experience

Governance (Non-Negotiable)

● Controlled Access – AI runs scoped, read-only by default

● Permissions – Follows user access levels (RBAC)

● Approval Required – All system changes need human validation

● Audit Logs – Full tracking of actions and approvals

● Data Protection – Secure handling and controlled data usage

Character & Working Style

• Self-motivated and proactive, with the ability to identify issues and take initiative without direction

• Strong aptitude for researching, evaluating, and implementing software solutions aligned with business needs, comfortable managing system integrations and resolving technical issues.

• Operates with a governance mindset, balancing speed with structure to mitigate risk

• Performance-driven, with a focus on continuous improvement and professional growth

• Demonstrates strong self-leadership, reliability, and accountability in delivering results independently

About Us

At ProfitWorks, we believe that our people are the heart of our success. We are passionate about creating an environment where everyone feels valued, supported, and excited to grow. Now, as we scale from 17 to 40+ team members, we’re looking for a tech-savvy, people-first Accounting Manager to help lead that growth and elevate our standards of excellence even higher. Our team has two team members that have been with the founder for over ten years. Multiple others are nearing the five-year mark.

What we do:

We are a concierge accounting firm serving the home service and trades industry. Our referrals are all word of mouth, we have a client waiting list for onboarding. This is our fifth-year, and we still have every client we started the business with. We do things differently. It’s all about relationships and serving with excellence. We build and create solutions for our clients to have a better experience with their data and accounting. We also source talent directly to our US clients.

Why You Will Love Working Here

• Supportive Team — Join a team that values collaboration, removes friction, and celebrates

achievements. You will not be left to figure it out alone.

• Loyalty & Long-Term Culture — Team members who worked with the founder in a prior

company have followed. Two have over 13 years with the founder. Generous opportunities for

personal and professional development without the corporate nonsense that steals your soul.

• Career Growth — Opportunities for professional development and advancement. Hunger for

performance is matched with real advancement opportunities.

• Continuous Learning — We encourage staying current with AI trends, automation tools, and

industry best practices. We provide ongoing training and development to keep you sharp and

growing.

• Health & Wellness Benefits — HMO, retirement, and a full benefits package. We care about

your well-being and provide resources to keep you at your best.

• Community — You are embedded in a peer community of BSIs across client organizations in the

same industry. Shared playbooks, peer roundtables, and knowledge exchange — you are never

operating alone.

• Flexible Remote Work — 100% work from home. Part of a US-Philippines hybrid team. Balanced

work-life with a predictable schedule.

Benefits: 

● 80-120 Hours of PTO 

● 7 Paid Holidays 

● 13th Month Payroll 

● Paid Philippine HMO plan 

● Paid Social Security System 

● Paid Philippine Health 

● Comprehensive, fully compensated onboarding program

● Advancement after Proof of Mastery 

● Performance Goals with advancement compensation 

We can’t wait to meet you and discover the value you’ll bring to our team! If this sounds like a role you’re excited about, apply now and help us continue building a workplace.