Associate, AI & Process Automation

JOB SUMMARY

The Associate is an onsite client‑facing role responsible for leading discrete work streams supporting process improvement, intelligent automation, and AI‑enabled transformation initiatives. Associates independently perform analysis, facilitate client working sessions, develop recommendations, and collaborate with business and technical teams to design solutions that improve operational performance.

Decision Making & Influence

• Independently manage assigned work streams and deliver high‑quality client outcomes with limited oversight.
• Prioritize work, identify risks, and recommend practical solutions to engagement leadership.
• Manage project activities, timelines, and deliverables for assigned work streams.

Client Service Delivery

• Facilitate client interviews, workshops, and working sessions to understand business objectives and operational challenges.
• Analyze business processes, operating models, data, and technologies to identify improvement opportunities.
• Develop future‑state process designs and implementation recommendations.
• Prepare executive‑ready deliverables, business cases, roadmaps, and presentations.
• Coordinate effectively across client stakeholders, technical teams, and engagement leadership.
• Support implementation planning, organizational readiness, and adoption activities.

Capability‑Specific Examples (IO – Automation & AI)

• Lead process discovery and operational assessments to identify automation and AI opportunities.
• Evaluate business processes for automation feasibility, value, complexity, and implementation readiness.
• Translate business requirements into functional specifications, user stories, and solution requirements.
• Partner with technical teams to design, configure, test, and deploy automation solutions.
• Support process mining, workflow redesign, and operational analytics activities.
• Develop automation business cases, value assessments, and implementation roadmaps.
• Help clients redesign work by integrating AI, automation, data, and process improvements into future‑state operations.
• Support governance, change management, and user adoption activities throughout implementation.

Business Development

• Support proposal development and client pursuits.
• Identify client needs and connect opportunities to Point B capabilities.
• Build trusted client relationships through exceptional service delivery.

Leadership

• Mentor Analysts by providing coaching, feedback, and day‑to‑day guidance.
• Foster collaboration across engagement teams.
• Demonstrate ownership, initiative, and accountability for client outcomes.
• Consistently demonstrate Point B values.

Intellectual Capital

• Contribute to development of methodologies, playbooks, accelerators, and thought leadership.
• Continue building expertise in AI, automation, enterprise technologies, and operational transformation.
• Share lessons learned and leading practices across the capability.

• B.A. or B.S. degree required; MBA preferred.
• 2+ years of consulting, business transformation, operations, process improvement, automation, technology implementation, or related experience.
• Ability to work on‑site as requested.
• Ability to work remotely.
• Ability to travel up to 80%.
• Ability to work non‑standard work hours as necessary.

• Experience supporting or leading work streams on consulting engagements or business transformation initiatives.
• Experience documenting business requirements, process maps, operating procedures, or functional specifications.
• Working knowledge of process improvement methodologies (Lean, Six Sigma, BPM, Design Thinking, etc.).
• Exposure to AI, intelligent automation, process mining, low‑code platforms, enterprise applications (ERP, CRM), or workflow technologies.
• Familiarity with Agile, SDLC, or product delivery methodologies.
• Strong analytical and problem‑solving skills with experience translating business challenges into actionable recommendations.
• Experience analyzing operational or process data using tools such as Excel, Power BI, Tableau, SQL, or similar technologies.
• Experience collaborating with both business and technical stakeholders.
• Excellent written, verbal, and presentation skills.
• Experience working in one…