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Stephen Frano

@stephenfrano

Experienced AI Workflow Automation Specialist and Business Consultant with a demonstrated history of delivering high-impact solutions.

United States

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What I'm looking for

Seeking a role that leverages my expertise in automation solutions, AI, and digital transformation to drive client outcomes and business growth.

As a seasoned Automation Specialist and Consultant, I have a proven track record of delivering high-impact automation solutions for the financial services, identity, banking, and insurance industries. With a strong background in SaaS, continuous improvement, change management, AI, machine learning, cloud services, and no-code/low-code platforms, I have successfully led transformational projects with large enterprise clients across diverse work environments throughout the United States, India, and Malaysia.

My expertise lies in customer engagement, technical discovery, and delivering AI-powered process automation solutions. I have a passion for improving client outcomes through data-driven insights and digital transformation. Outside of work, I enjoy exploring art, wellness, psychology, and philosophy.

With a strong educational foundation in International Business and Finance, I have honed my skills in solution consulting, enterprise software, AI and automation, cloud and APIs, project management, and programming languages. I hold certifications in Six Sigma Green Belt, Advanced Microsoft Excel, and PowerApps, and am a 200 Hour Registered Yoga Teacher.

Experience

Work history, roles, and key accomplishments

Workflow Automation Specialist

Okta

May 2025 - Feb 2026 (9 months)

• Built AI-powered workflow automations that reduced manual operational work by 40% across internal teams using low-code automation platforms and LLM-assisted tooling.
• Designed scalable workflow systems integrating APIs, AI agents, and automation platforms to streamline business operations and reduce repetitive tasks.
• Implemented and tested AI-assisted operational workflows using Zapier.

Automation Engagement AI AI Tools Stakeholder Management Process Improvement Process Automation Process Optimization Process Design Process documentation Process Mapping

Senior Consultant

Enlighten Operational Excellence

Jul 2020 - Jul 2022 (2 years)

Led the deployment of Enlighten software, a workflow and performance management tool, for enterprise clients in the financial services sector, enhancing operational efficiency by 20-40%. Advised C-suite and senior leaders on leveraging AI and intelligent automation to drive digital transformation and customer engagement improvements.

AI Customer Engagement SaaS

Third Party Risk Technology Analyst

Bank OZK

Apr 2018 - Apr 2019 (1 year)

Engineered in-house contract management platforms to automate and optimize processes for 1,500+ vendor relationships, used across various departments including Risk Management and IT.

Contract Management Automation

Business/Data Analyst

ConMed Corporation

Jul 2017 - Apr 2018 (9 months)

Spearheaded the implementation of the SalesForce CRM platform, streamlining processes and enhancing customer data management for the orthopedic sales division.

Salesforce CRM Customer Management

Financial/Business Development Analyst

Commonwealth Capital Corp.

Sep 2014 - Jul 2017 (2 years 10 months)

Managed a $250M investment portfolio and led the development of ad hoc financial reporting tools for executive-level management, driving performance insights and decision-making.

Financial Reporting Investment Management