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AI-Driven Dealflow & Workflow Architect

new york, ny • Posted 1 weeks ago
Onsite Full Time Management & Operations

CrestPoint Strategic Advisors is seeking a hands-on AI & operations consultant to drive end-to-end private credit workflows and AI enablement. You will partner with our Lead Strategist and AI Engineering team to map current processes, design practical AI solutions, and guide implementation across sourcing, origination, and diligence.

You’ll lead discovery sessions with senior stakeholders, translate complex ideas into clear business narratives, and deliver executive-ready roadmaps and

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