AI Business Process Transformation Consultant

POSITION OVERVIEW

The AI Transformation Consultant plays a pivotal role in helping clients reimagine their document processes using AI-powered automation. This role is focused on business transformation, process optimization, and change management, ensuring customers achieve real, measurable value from KnowledgeLake's platform. You will serve as a trusted advisor to customers, leading them through workflow redesign, automation adoption, and operational change management - bridging the gap between pre-sales, solution design, and successful implementation. This role is not just about project execution - it is about guiding clients through a strategic transformation that enables them to maximize AI's impact on their business, delivering quick time-to-value and long-term operational efficiency.

CORE RESPONSIBILITIES

AI-Powered Process Transformation & Change Management

• Partner with customers to re-engineer document-driven workflows for automation, optimizing the usage of the KnowledgeLake platform, and process efficiency.
• Facilitate AI adoption strategies, ensuring alignment with business goals and operational priorities.
• Develop AI-readiness assessments, process optimization roadmaps, and digital transformation frameworks to ensure successful change management.
• Lead stakeholder alignment discussions to secure executive buy-in and remove roadblocks to platform adoption.
• Define and track transformation success metrics, such as reducing manual document handling, increasing automation rates, and improving process cycle times.

Presales Support & Solution Design

• Engage with customers in early sales cycles to assess their transformation readiness and define strategic objectives.
• Lead executive workshops and discovery sessions to define the future-state process vision with AI-powered automation.
• Craft automation and workflow strategies that align KnowledgeLake's platform capabilities with customer goals.
• Support pre-sales efforts by demonstrating how AI and automation deliver tangible, measurable value.

AI Transformation Execution & Customer Success

• Guide customers through transformation execution, acting as a trusted advisor.
• Coach internal client teams and champions to drive AI adoption and long-term success.
• Partner with cross-functional teams (Product, Engineering, Client Success) to ensure automation solutions maximize business impact.
• Drive continuous iteration on automation strategies, ensuring customers refine and expand their automation initiatives over time.

Executive Engagement & Long-Term Partnership Development

• Build long-term executive relationships focused on strategic automation expansion.
• Conduct executive-level briefings and impact reviews, quantifying ROI and business performance improvements.
• Position KnowledgeLake as a long-term automation partner, helping customers continually expand and refine their strategy as the platform evolves.

Collaboration with Internal Teams

• Cross-Functional Teamwork: Work closely with Product, Engineering, and Support teams to ensure that customer requirements are well understood and effectively implemented.
• Feedback for Innovation: Provide valuable insights and feedback from client engagements to influence future product enhancements and process improvements.
• Documentation & Communication: Develop comprehensive business and technical documentation to support solution implementations and facilitate smooth knowledge transfer across teams.

POSITION QUALIFICATION REQUIREMENTS

Education

• Bachelor's degree in Business, Information Systems, Organizational Change, Management Consulting, or a related field.

Experience

• Ideally a minimum of 5 years in management consulting, business analysis, digital transformation, process automation, and/or AI adoption.
• Proven ability to guide clients through operational change and process transformation.

Skills/Abilities

• Strong consultative approach - comfortable advising customers at both operational and executive levels.
• Deep understanding of process automation, AI-driven transformation, and change management methodologies (e.g., ADKAR, Lean Six Sigma, or Design Thinking).
• Exceptional facilitation and workshop leadership skills - comfortable leading discovery sessions and executive briefings.
• Experience or desire to drive AI adoption and automation strategies in complex business environments.
• Proficiency in project delivery methodologies (Agile, Waterfall, etc.), with a strong emphasis on business outcomes.

Additional Responsibilities

• Collaborate in a team environment that encourages professional growth and continuous learning.
• Promote adherence to company processes and standards.
• Coach and mentor internal teams on AI adoption strategies.
• Act as an internal SME (subject matter expert) on AI-powered process transformation.
• Advocate for AI-driven business improvements within KnowledgeLake's Professional Services strategy.

Physical/Visual Demands

• Regularly required to sit, walk, and communicate effectively.
• Occasionally required to use hands and arms for reaching tasks.
• Vision requirements include clarity at both long distances (20 feet or more) and near distances (20 inches or less).