Why This Job is Featured on The SaaS Jobs
This AI Operations Specialist role stands out as a SaaS-adjacent operations position embedded in a product-led environment: it sits where real customer workflows meet software automation. In logistics accounting—an area dense with exceptions, documents, and system handoffs—the role’s day-to-day exposure to Accounts Receivable processes creates unusually direct input into what should be automated and how those automations should behave in production.
From a SaaS career perspective, the work builds durable skills in operational discovery and product feedback loops: mapping workflows, identifying failure points, and translating messy reality into repeatable systems alongside engineering and product. That experience is transferable across vertical SaaS companies that rely on process automation, integrations, and data quality to scale, particularly where “expert user” insight shapes prioritisation and reduces downstream support load.
The role is best suited to professionals who enjoy structured problem-solving and are comfortable switching between execution and analysis. It will fit someone who likes owning operational accuracy while also documenting patterns, communicating clearly across functions, and improving how work gets done through software rather than manual heroics.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
About UPWELL
We're building the next generation of logistics accounting software, automating complex financial processes that have traditionally required extensive manual work. Our mission is to transform how logistics companies handle their accounting operations through intelligent automation. As we grow, we're looking for talented individuals who can both execute today's processes and help build tomorrow's solutions.
Position Overview
As an AI Operations Specialist, you'll be at the intersection of backend office management and technological innovation. While you'll handle day-to-day operations, you'll also be instrumental in automating these very processes, working directly with our engineering and product team to build scalable solutions. Think of it as being both the expert user and the product visionary.
What You'll Do
- Manage and oversee end-to-end logistics Accounts Receivable backend processes, ensuring accuracy and timeliness while identifying opportunities for automation.
- Execute tailored workflows for diverse customer needs.
- Handle and organize document management efficiently.
- Collaborate with software engineers to translate findings into automated solutions.
- Analyze intricate workflows and address exceptions requiring human judgment.
- Work within TMS platforms and payment portals.
- Provide actionable insights from hands-on experience to influence the product roadmap
What We're Looking For
- Natural problem-solver who can think systematically about complex processes
- Tech-savvy professional comfortable learning new software systems quickly
- Strong Excel skills and data analysis capabilities
- Excellent communicator who can explain complex concepts to different audiences
- Meticulous attention to detail while maintaining big-picture perspective
What Will Set You Apart
- Experience in logistics, transportation, or supply chain finance
- Knowledge of ERP and accounting systems, particularly in logistics or transportation
- Familiarity with TMS systems like McLeod, Descartes, Tai, Revenova, MercuryGate, Oracle Transportation Manager (OTM), etc.
- Track record of improving or automating business processes
- Project management experience
- Understanding of API or EDI integrations and financial software systems
Why Join Us
- Be part of transforming an industry through technology
- Work on challenging problems that impact real businesses
- Clear career growth path as we scale
- Competitive salary range based on experience
- Comprehensive benefits including health, dental, and vision insurance
- 401(k)
- Flexible PTO policy
- Modern, collaborative workspace in West Omaha
