The AI Implementation Engineer serves as the operational right hand to the CEO, responsible for implementing AI-powered systems across sales, marketing, operations, and service delivery.

This is a highly cross-functional role focused on:

• AI implementation
• Workflow optimization
• Sales infrastructure
• Process engineering
• Team accountability systems
• Marketing operations
• Revenue operations optimization

The role is designed for professionals with strong engineering or systems-thinking backgrounds who can analyze workflows, structure operational systems, and implement scalable AI-powered business solutions.

This is not a software engineering role. Coding is not required. The role focuses on applying engineering thinking to business systems using modern AI tools and operational workflows.

Key Responsibilities

Discovery & Workflow Mapping

• Embed into company operations to analyze workflows across departments

• Conduct structured interviews with:

  • CEO
  • Operations leadership
  • Sales team
  • Offshore staff

• Map the full revenue lifecycle from:

  • Conference attendance
  • Attorney outreach
  • Lead nurturing
  • Strategy calls
  • Funding workflows

• Build AI implementation roadmaps based on:

  • ROI
  • Complexity
  • Business impact

• Document SOPs and operational processes

Sales Methodology Documentation & Systemization

• Document and codify the CEO’s sales methodology

• Build Claude-powered sales playbooks and onboarding systems

• Create:

  • Objection handling frameworks
  • Role-play scenarios
  • AI-assisted sales training systems

• Develop structured onboarding systems for sales hires

• Standardize sales processes and learning workflows

Sales Accountability & Reporting Infrastructure

• Design and implement sales accountability systems

• Build dashboards tracking:

  • Calls
  • Emails
  • Meetings booked
  • Pipeline movement
  • Conversion metrics

• Create automated alerts for underperformance

• Establish weekly sales accountability cadences

• Deliver data-driven reporting frameworks for leadership

Conference Lifecycle Optimization

• Audit and redesign conference-to-revenue workflows
• Build AI-powered post-conference follow-up systems
• Design LinkedIn outreach and nurture sequences
• Create conference ROI tracking systems
• Develop repeatable workflows for conference execution and delegation

Marketing & Relationship Systems

• Support LinkedIn strategy for CEO and company branding
• Build attorney relationship tracking frameworks
• Organize referral tracking and relationship health systems
• Develop AI-supported attorney-facing marketing workflows
• Coordinate offshore engagement operations and accountability systems

Service Delivery Optimization

• Identify bottlenecks across intake and underwriting workflows

• Build automated reminders and escalation systems

• Support AI opportunities for:

  • Document processing
  • Case evaluation support
  • Compliance tracking

• Create operational KPI dashboards and reporting systems

AI Infrastructure & Platform Ownership

• Configure Claude as the company’s AI operating system

• Build Claude projects for:

  • Sales
  • Marketing
  • Reporting
  • Onboarding
  • Operations

• Evaluate and implement additional AI and automation tools

• Maintain centralized prompt libraries and workflow documentation

• Monitor AI usage, cost, and performance

CEO & Leadership Support

• Support CEO workflows using AI tools and automation
• Prepare weekly operational briefings and KPI reporting
• Assist with hiring roadmaps and operational scaling plans
• Help reduce CEO operational overload through systems implementation

Qualifications

Required

• Engineering or analytical background:

  • Mechanical Engineering
  • Industrial Engineering
  • Civil Engineering
  • Electrical Engineering
  • Systems Engineering
  • Similar analytical disciplines

• Strong systems-thinking and operational mindset

• Strong problem-solving and workflow optimization ability

• Ability to manage ambiguity and build systems independently

• Strong communication and documentation skills

• High ownership and accountability

Preferred

• Bilingual English/Spanish

• Experience with:

  • AI tools
  • Automation workflows
  • Sales operations
  • CRM systems
  • Process engineering

• Experience working with distributed teams

• Familiarity with operational consulting or systems implementation

Core Competencies

• Systems thinking
• Workflow optimization
• AI implementation
• Operational problem-solving
• Process documentation
• Accountability and ownership
• Cross-functional coordination
• Executive communication

Typical Work Day

• Review overnight operational and sales activity
• Monitor dashboards and accountability systems
• Meet with CEO to align priorities
• Build or optimize AI workflows and systems
• Coordinate with sales, operations, and offshore teams
• Execute LinkedIn outreach and conference follow-up initiatives
• Develop Claude projects and documentation systems
• Deliver end-of-day updates and reporting

Typical Workweek

• Monday: Revenue and operational review with CEO
• Tuesday: Sales accountability systems and workflow optimization
• Wednesday: Marketing strategy and conference systems
• Thursday: Deep work on AI implementation and documentation
• Friday: KPI reporting, operational briefings, and roadmap planning
• Ongoing: AI system building, process optimization, onboarding, and support

Performance Evaluation

Performance is measured based on:

• Sales accountability system implementation
• Workflow optimization effectiveness
• AI project deployment and adoption
• Reduction in CEO operational workload
• Conference follow-up execution rates
• SOP documentation completion
• Dashboard visibility and reporting quality
• AI workflow adoption across teams

Key Performance Indicators (KPIs)

• Claude-powered sales playbook deployed within first 30 days
• Sales dashboards operational within first 21 days
• 95%+ conference follow-up execution rate
• LinkedIn outreach generating conversations within first 45 days
• 50%+ reduction in CEO sales management workload within 90 days
• AI systems implemented across at least three core business functions
• Revenue-side SOP documentation completed within first 90 days

Work Environment

• Fully remote role

• Requires:

  • Reliable high-speed internet
  • Backup power/connectivity solutions
  • Dual-monitor setup
  • Professional home office
  • High-quality webcam and microphone

• Fast-paced and highly cross-functional environment

• Daily collaboration with U.S.-based leadership team

Software & Tools

• Claude
• ChatGPT
• Gemini
• Salesforce
• LinkedIn
• Automation platforms (Zapier, Make, etc.)
• AI workflow tools
• Project management platforms
• Communication tools (Slack, Zoom, Email)
• Meeting intelligence and transcription platforms

Training & Professional Development

• Completion of Virtrify AI Implementation Engineer Academy prior to engagement start

• Continuous AI systems and workflow optimization training

• Exposure to real-world AI operations across:

  • Sales
  • Marketing
  • Financial services
  • Operations
  • Service delivery

Final Notes

This role represents one of the newest and fastest-growing operational positions in modern business.

The AI Implementation Engineer directly impacts:

• Revenue operations
• Sales scalability
• Operational efficiency
• AI adoption
• Executive productivity
• Business systemization

Success in this role means:

• AI-powered operational systems deployed successfully
• Reduced operational bottlenecks
• Increased accountability and reporting visibility
• Scalable workflows across departments
• Strong executive support and operational leverage

About the Company

A well-established pre-settlement funding company operating across 37 U.S. states, specializing in:

• Non-recourse cash advances for plaintiffs awaiting lawsuit settlements
• Case expense financing for personal injury law firms

The company has operated successfully for more than 16 years and is projected to generate approximately $10 million in annual revenue.

The organization has strong operational leadership across intake, underwriting, contracting, and servicing. However, the company is currently focused on scaling and systematizing its:

• Sales infrastructure
• Marketing operations
• Conference follow-up systems
• Team accountability frameworks
• AI-powered operational workflows

The company operates with:

• A distributed U.S. sales team
• Offshore engagement support
• Dedicated Salesforce engineering support
• Strong attorney referral relationships developed through conferences, outreach, and relationship-based selling