Director, AI and Technology Enablement
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Job Description
Director leading Salesforce, AI workflow, and technology enablement for TMG, a leadership advisory firm. Translating business priorities into practical systems, data processes, vendor implementations, and user adoption.
Responsibilities:
- Translate growth, client-service, and operating priorities into technology requirements, workflows, user needs, and implementation plans.
- Sequence technology-enabled workstreams and track priorities, progress, dependencies, testing needs, and rollout requirements.
- Serve as the connective tissue between business stakeholders, IT, shared services, and third-party partners.
- Support Salesforce enablement for growth, account visibility, relationship intelligence, resource planning, and reporting.
- Define requirements for Salesforce fields, workflows, data capture, dashboards, reporting inputs, and user experience improvements.
- Support adoption of AI-enabled tools across business development, knowledge management, account intelligence, reporting, and client-service workflows.
- Translate AI opportunities into workflows, prompts, testing plans, feedback loops, and adoption materials.
- Coordinate third-party vendors on requirements, testing, feedback, issue resolution, implementation, deliverables, and follow-through.
- Develop user guidance, training materials, workflow documentation, and adoption support for new or enhanced tools.
- Gather user feedback, identify friction points, and support thoughtful rollout and change-management planning.
- Map current-state workflows and identify opportunities to reduce manual effort, duplication, or unclear ownership.
- Connect data logic across Salesforce, reporting tools, AI-enabled workflows, and knowledge-management systems.
- Support continuous data, workflow, and process improvements that enhance accounting planning, business-development enablement, 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 fields.
- Bachelor’s degree or equivalent experience required.
- Proven experience with Salesforce, including workflow improvement, reporting inputs, adoption support, or business requirements gathering.
- Ability to translate business needs into requirements for technical teams or third-party partners.
- Success supporting technology implementation, system enhancements, user testing, training, or adoption efforts.
- Exposure to AI-enabled tools, automation, knowledge-management systems, or workflow improvement tools strongly preferred.
- Experience in professional services, consulting, executive search, leadership advisory, or another relationship-driven business required.
- Ability to collaborate with senior stakeholders, business users, vendors, and technical partners.
- Systems-oriented approach connecting tools, data, workflows, and user behavior.
- Disciplined project management across workstreams, dependencies, timelines, and multiple priorities.
- Sound judgment regarding usability, adoption, confidentiality, and business impact.
- Ability to explain technical or workflow topics clearly to non-technical users.
- Curiosity about AI, technology-enabled workflows, and improving professional-services work.
- Collaborative, service-oriented, practical, and solutions-oriented approach.
- Ability to bring structure to ambiguity and drive follow-through.
Benefits:
- Discretionary performance bonus
- 401K
- Generous paid time off
- Benefits package
- Wellness program
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