Process Transformation Lead, AI & Automation

• 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.
• 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.
• Create clear documentation (process maps, proposals, value assessments, training materials).
• Define success metrics, KPIs, and ROI expectations for redesigned processes.
• Monitor implemented solutions to ensure they produce measurable business impact.

• 5+ years of experience in business process analysis, process mapping, or operational workflow design.
• 5+ years of 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 business needs into clear technical requirements and recommendations.
• Excellent communication skills with the ability to influence across teams and leadership levels.
• Strong analytical thinking with a structured, methodical approach to problem‑solving.

Demonstrates expertise in business process analysis and operational workflow design, with a strong focus on AI and automation integration to enhance productivity and quality in software implementation. Proven ability to translate complex business needs into actionable technical requirements and recommendations.

• Business Process Analysis
• Process Mapping
• AI/Automation Concepts
• Software Implementation Life cycles
• Analytical Thinking

• Process Mapping
• Operational Workflow Design
• AI Integration
• Use Case Development
• KPI Definition
• ROI Assessment
• Documentation Creation
• Problem Statement Translation
• Workflow Automation
• Process Improvement

• Excellent Communication
• Influencing Skills
• Collaborative Teamwork
• Structured Problem‑Solving
• Analytical Thinking

• Financial Services
• Enterprise Level Services
• Process Maturity
• Implementation Delivery Quality
• Operational Efficiency

• AI Copilots
• Chatbots
• Workflow Automation Tools
• Process Mapping Software
• Documentation Tools