Director, AI and Technology Enablement

This is a fully remote position, open to applicants in United States.

📋 Description

• Interpret growth, client-service, and operational priorities into technology specifications, workflows, user requirements, and implementation strategies.

• Organize technology-driven workstreams while monitoring priorities, progress, dependencies, testing requirements, and rollout plans.

• Act as a liaison among business stakeholders, IT departments, shared services, and external partners.

• Facilitate Salesforce enablement to enhance growth, account visibility, relationship insights, resource planning, and reporting.

• Specify needs for Salesforce fields, workflows, data collection, dashboards, reporting metrics, and improvements in user experience.

• Promote the adoption of AI-driven tools in business development, knowledge management, account intelligence, reporting, and client-service processes.

• Convert AI opportunities into workflows, prompts, testing strategies, feedback mechanisms, and adoption resources.

• Manage collaboration with third-party vendors on requirements, testing, feedback, issue resolution, implementation, deliverables, and follow-up.

• Create user guidance, training materials, workflow documentation, and adoption support for newly introduced or enhanced tools.

• Collect user feedback, pinpoint friction points, and assist in strategic rollout and change management planning.

• Map existing workflows and identify chances to minimize manual tasks, duplication, or unclear ownership.

• Integrate data logic across Salesforce, reporting tools, AI-driven workflows, and knowledge management systems.

• Foster ongoing improvements in data, workflows, and processes that enhance accounting planning, business development support, reporting, and leadership visibility.

⛳️ Requirements

• 8–10 years of experience in business systems, technology enablement, operations, revenue operations, CRM operations, AI workflow enablement, consulting operations, or related domains.

• Bachelor's degree or equivalent experience is required.

• Demonstrated expertise with Salesforce, including workflow enhancements, reporting metrics, adoption support, or gathering business requirements.

• Capability to translate business demands into specifications for technical teams or external partners.

• Proven success in supporting technology implementations, system upgrades, user testing, training, or adoption initiatives.

• Preference for experience with AI-enabled tools, automation, knowledge management systems, or workflow enhancement tools.

• Experience in professional services, consulting, executive search, leadership advisory, or another relationship-driven business is required.

• Ability to collaborate effectively with senior stakeholders, business users, vendors, and technical partners.

• Systems-oriented mindset that connects tools, data, workflows, and user behaviors.

• Disciplined project management across various workstreams, dependencies, timelines, and competing priorities.

• Strong judgment regarding usability, adoption, confidentiality, and business impact.

• Ability to communicate technical or workflow concepts clearly to non-technical users.

• Interest in AI, technology-driven workflows, and enhancing professional services work.

• Collaborative, service-focused, practical, and solution-oriented approach.

• Capacity to impose structure on ambiguity and ensure follow-through.

🏝️ Benefits

• Discretionary performance bonus

• 401K

• Generous paid time off

• Benefits package

• Wellness program