Business Process Review & Optimization: Conduct comprehensive reviews of existing processes used by software implementation teams for banking related products.
Map current state workflows (people, tools, dependencies, documentation, data inputs/outputs).
Identify inefficiencies, redundancies, bottlenecks, and high effort tasks that are strong candidates for AI augmentation or automation.
Evaluate process maturity and readiness for modernization.
Translate complex operational challenges into clear problem statements and improvement recommendations.
AI Opportunity Identification & Advisory: Assess where conversational AI, copilots/agents, chatbots, or automated workflows can improve productivity, reduce manual effort, and enhance client delivery.
Recommend use cases for AI integration—ranging from knowledge retrieval and task automation to guided workflows and predictive insights.
Partner with technical AI teams (including platform owners such as AItrium, internal automation COEs, and Copilot enablement teams) to validate feasibility and shape technical direction.
Change Leadership & Stakeholder Engagement: Present findings and recommendations to leaders in Delivery, Product, and Operations.
Collaborate closely with implementation managers, SMEs, and process owners to secure alignment and prioritization.
Define success metrics, KPIs, and ROI expectations for redesigned processes.

6+ years of experience in business process analysis, process mapping, and operational workflow design supporting software implementation teams.
6+ years of experience working within software implementation lifecycles for enterprise banking products or similar financial services solutions.
6+ years of experience translating business needs into clear technical requirements and recommendations for automation and artificial intelligence (AI)–enabled workflows.
Proficiency with process mapping tools (e.g., Microsoft Visio, Lucidchart) and workflow automation platforms (e.g., Microsoft Power Automate, UiPath) or similar; ability to define success metrics, key performance indicators (KPIs), and return on investment (ROI) for process changes.
Strong communication skills with the ability to influence across teams and leadership levels.
Process improvement or project management certifications (e.g., Lean Six Sigma, Project Management Professional [PMP]) preferred, or equivalent training and experience.
Bachelor’s degree in business, operations, information systems, industrial engineering, or related field, or equivalent combination of education, related experience and/or military experience.

Fuel Your Life program to support your physical, financial, social, and emotional well-being.
Paid holidays and generous time away policies.
No-cost mental health support through Employee Assistance Programs.
Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
Eight Employee Resource Groups to foster a collaborative culture and expand your network.
Unparalleled professional growth with training, development, and internal mobility opportunities.
Medical, dental, vision, life, and disability insurance options available from day one.
Retirement planning and discounted shares with the Employee Stock Purchase Plan.
Tuition assistance and reimbursement program.
Paid parental, caregiver, and military leave.

Business Process, AI Integration Advisor

Key skills