Process Transformation Lead

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Process Transformation Lead (AI & Automation)

The Process Transformation Lead (AI & Automation) plays a critical role in a newly formed team responsible for evaluating and modernizing business processes that support software implementation teams delivering enterprise banking products. This individual will assess existing, often mature and highly manual workflows and identify, size, and prioritize opportunities to optimize, standardize, automate, or transform them using AI (e.g., copilots/agents, chatbots, and workflow automation) in close partnership with technical delivery teams.

This role acts as a trusted advisor to delivery teams, business stakeholders, and technical leaders by applying a structured approach to process improvement, value assessment, and change adoption—combined with a practical understanding of AI capabilities and constraints. The Lead ensures that proposed changes are feasible, aligned with enterprise standards, and delivered with clear success metrics that improve efficiency, accuracy, and the end‑to‑end client implementation experience.

• 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.

• Assess where AI (copilots/agents, chatbots, workflow automation) can improve productivity, reduce manual effort, and enhance implementation delivery quality.
• Develop well‑formed use cases (problem statement, current‑state pain, target‑state workflow, assumptions, risks) and define expected value (time saved, quality lift, cycle‑time reduction).
• Partner with technical AI/engineering teams (platform owners, automation COEs, Copilot enablement) to validate feasibility, define solution options, and sequence delivery.
• Serve as the operational owner for the use‑case intake and prioritization pipeline (discovery, sizing, stakeholder alignment, readiness, and handoff to build teams).

• 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.
• Help guide teams through the transition from manual/mature workflows to AI‑enhanced processes.
• Create clear documentation (process maps, proposals, value assessments, training materials).
• Assist in building a culture of AI adoption by proactively showcasing benefits, risks, and value.

• Define success metrics, KPIs, and ROI expectations for redesigned processes.
• Monitor implemented solutions to ensure they produce measurable business impact.
• Continuously scan for new AI capabilities that can be incorporated into the delivery lifecycle.

• Strong background in business process analysis, process mapping, or operational workflow design.
• Experience with software implementation life cycles (preferably in financial services or enterprise level services).
• Working knowledge of AI/automation concepts (conversational AI, generative AI, copilots/agents, workflow automation) with the ability to identify practical use cases, constraints, and risks.
• Ability to translate…