- Lead structured discovery with customers and internal teams to document current work processes.
- Convert conversations, recordings, and system notes into clear process maps and Standard Operating Procedures (SOPs).
- Create checklists, escalation rules, decision points, and training materials.
- Define requirements for business automation, AI workflows, and system integrations.
- Review current property management workflows to identify gaps and recommend improvements.
- Manage customer onboarding handoffs to ensure operational continuity across teams.
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