Director, AI and Technology – Enablement

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

📋 Description

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

• Organize technology-driven workstreams and monitor progress in relation to priorities.

• Liaise with business stakeholders, IT, shared services, and external partners.

• Facilitate Salesforce enablement for growth, account visibility, relationship intelligence, resource planning, and reporting.

• Specify Salesforce fields, workflows, data collection, dashboards, reporting inputs, and enhancements to user experience.

• Assist data quality initiatives and integrate Salesforce workflows with operational rhythms and reporting demands.

• Identify, prioritize, test, refine, and implement AI-driven tools and workflows.

• Manage third-party vendors regarding requirements, testing, feedback, issue resolution, implementation, and deliverables.

• Create user guidance, training materials, workflow documentation, and support for adoption.

• Collect user feedback to identify friction points and opportunities for improvement.

• Map workflows to minimize manual effort, duplication, and ambiguity in ownership.

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

• Enhance workflows and data for 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.

• A bachelor's degree or equivalent experience is required.

• Demonstrated experience with Salesforce, encompassing workflow enhancement, reporting inputs, adoption support, or gathering business requirements.

• Proficiency in translating business needs into requirements for technical teams or external partners.

• Experience in supporting technology implementation, system improvements, user testing, training, or adoption initiatives.

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

• Background in professional services, consulting, executive search, leadership advisory, or another relationship-oriented business is essential.

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

• Systems-oriented mindset connecting tools, data, workflows, and user behavior.

• Strong project management skills, including tracking workstreams, dependencies, timelines, and follow-through.

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

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

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

• Collaborative, service-oriented, practical, and solutions-driven approach.

• Skill in structuring ambiguity and managing multiple priorities effectively.

🏝️ Benefits

• Discretionary performance bonus.

• 401K.

• Generous paid time off.

• Comprehensive benefits package.

• Wellness program.

• Additional performance-based earnings.

• Remote work arrangement.