Responsibilities
Business Process Analysis & Discovery
Partner with business stakeholders to map, document, and analyze existing workflows, identifying inefficiencies, bottlenecks, and manual processes ripe for automation.
Conduct discovery sessions and workshops to deeply understand business needs, pain points, and success criteria across departments.
Agentic Opportunity Identification
Evaluate workflows to pinpoint where agentic and AI-driven approaches can deliver the most value, distinguishing tasks suited to automation, augmentation, or full agentic orchestration.
Maintain a prioritized pipeline of AI/agentic opportunities, assessing each for feasibility, complexity, and impact.
Business Value Validation
Define and quantify the expected business value of proposed solutions (e.g., cost savings, time reduction, quality improvement, revenue impact) and build the business case for investment.
Establish success metrics and KPIs, and track realized value post-implementation to ensure outcomes match projections.
Solution Design & Definition
Translate business requirements into clear solution designs, including agentic process flows, decision logic, data inputs/outputs, integration points, and human-in-the-loop checkpoints.
Define guardrails, escalation paths, and fallback behaviors to ensure solutions operate safely and reliably.
Stakeholder & Engineering Bridging
Serve as the primary liaison between business stakeholders and AI engineers, translating business intent into technical requirements and engineering constraints back into business terms.
Own the product backlog, prioritize features, and clearly communicate scope, trade-offs, and timelines to all parties.
Implementation Enablement & Iteration
Guide solutions through the full lifecycle from concept to deployment, supporting testing, validation, and change management.
Gather feedback, monitor performance, and drive continuous refinement of deployed AI and agentic solutions.
Scalability & Standardization
Identify reusable patterns, components, and best practices to scale successful solutions across the organization.
Contribute to governance frameworks, documentation standards, and design principles for AI/agentic product development.
Qualifications
5+ years in product management, technical/process consulting, or operations roles -with hands-on experience decomposing real workflows from scratch, not just documenting them.
AI and automation literacy – understands what agentic AI can and cannot do, can read enough code to challenge an AI engineer's assumptions, and has worked on at least one AI or automation project.
Strong data fluency-comfortable pulling and analyzing activity data using SQL, Excel, and basic Python or notebook tools.
Executive communication – writes and presents to senior business stakeholders, including charter leads at the VP level and above.
Able to own analysis deliverables independently – this is not a junior coordinator role.
Process-design or operations background in a domain with real workflow complexity (financial services, operations, customer success, claims, etc.).
Nice to Have
Experience in payments or another regulated industry.
Prior experience on an AI delivery team or within a large-scale digital transformation program.
