Automation Consultant (Business Analyst)

Location: Remote (Based anywhere in Costa Rica)

Type: Full-time, Consulting Level 2

About us

Greenlight was founded on a simple idea: deliver real value wins to our customers and build a culture where great people can do their best work. We’ve evolved into a trusted partner in intelligent automation where we help organizations reimagine how work gets done. With 100+ successful automations and millions in client ROI, our impact runs deep: efficiency, scalability, and lasting transformation.

What drives us is how we work

We play to win, showing up prepared, focused, and committed to each other’s success. We push what’s possible and challenge convention. We communicate with courage, surfacing ideas and issues with honesty and clarity. And we own the full outcome, seeing every commitment through to lasting impact.
That’s Greenlight, where ambition meets accountability, and great people do great work together.

The Opportunity

As an Automation Consultant, you will play a dual role of Business Analyst and emerging Project Manager. You take ownership of workstreams within client engagements - driving structured discovery, documenting requirements, coordinating and executing testing, and ensuring deliverables progress on time and within scope. You are developing comfort in facilitating workshops and managing client expectations, balancing analytical precision with delivery follow-through. You contribute to project success through proactive coordination, strong communication, and growing ownership of timelines, risks, and dependencies.

Accountabilities

Lead discovery sessions and workshops with clients, ensuring clear outcomes and aligned expectations.
Translate business needs into project plans, automation roadmaps, and implementation strategies.
Coach client stakeholders through adoption and change management activities.
Identify opportunities for value beyond the immediate scope and recommend initiatives to expand impact.
Contribute to reusable frameworks, accelerators, and methodologies that improve delivery maturity.
Lead or co-lead discovery sessions to gather detailed business and process requirements.
Translate findings into structured documentation—process maps, user stories, and functional requirements.
Support project setup and planning by defining milestones, tracking tasks, and monitoring progress.
Coordinate user acceptance testing (UAT), validating solutions against requirements, and ensuring issues are tracked to resolution.
Collaborate with developers and stakeholders to clarify requirements and testing feedback.
Identify improvement opportunities and flag potential risks early for the project lead.
Begin managing smaller initiatives or sub-projects under guidance from senior team members.
Contribute to internal frameworks and documentation that standardize delivery practices.

Key Deliverables

End-to-end project and engagement plans with milestones, dependencies, and deliverables.
Workstream or task-level project plans with timelines and dependencies.
UAT plans, test cases, and consolidated feedback reports.
Progress reports, meeting notes, and risk logs for assigned areas.
Change management strategies and adoption plans.
Reusable frameworks and accelerators for delivery efficiency and standardization.

Desired Business Outcomes

Deliver complex engagements independently and with consistent quality.
Build client confidence in Greenlight as a trusted consulting partner.
Identify and shape opportunities for client expansion through delivery insights.
Demonstrate growing ability to manage small-scale projects or client interactions end-to-end.
Elevate delivery maturity by introducing reusable frameworks and playbooks.

Consulting Dimensions

Facilitation: Lead workshops and meetings with confidence and structure.
Presence: Represent Greenlight with credibility in client forums.
Domain Expertise: Apply platform, industry, and business model insights to elevate conversations.
Testing & Validation: Drive UAT preparation, execution, and validation to ensure quality outcomes.
Strategic Advisory: Provide credible recommendations to influence client decisions.
Pre-Sales: Contribute to early-stage client conversations with delivery insight.

What are the Required Skills & Qualifications

Strong consulting experience leading client engagements independently
Expertise in workshop facilitation, discovery, and stakeholder alignment
Ability to translate business needs into clear project plans and automation roadmaps
Skilled in change management and client adoption strategies
Strong documentation and communication skills
Experience in identifying value opportunities beyond the defined scope
Familiarity with automation, digital transformation, or related platforms
Ability to build reusable frameworks, methodologies, or accelerators
Strong presence and credibility in client forums
Mentorship experience with junior consultants or associates
Strategic advisory and pre-sales contribution skills

Why Work for Greenlight:

100% remote (You can be based anywhere in Costa Rica)
People first culture
Hardware setup for working from home
Training and certification allowances
Personal time off for vacations, study leave, sick time, etc.
Health insurance benefits
Unique growth opportunities
Internet Service Provider benefits
Multiple fun virtual team-building events
Annual celebration
Eligibility to participate in the annual bonus

We are committed to a diverse and inclusive recruitment process.Greenlight is proud to always have and continue to be an equal opportunity employer. We believe in equal employment opportunity for all, regardless of ethnicity, culture, sexual orientation, religion, age, gender, or disability status.

We care. Greenlight supports the communities we work in. We have an employee-driven committee, Do GLood, that supports not-for-profit initiatives we are passionate about. Check out our website, Instagram, and LinkedIn to learn more about us!

Greenlight is proud to have been recognized and awarded a Great Place to Work™ Certification with a whopping score of 98%! Learn more.