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Director, AI and Technology – Enablement
Council AdvisorsAI and technology enablement director modernizing Salesforce, AI workflows, and data systems for TMG, a leadership advisory firm. Driving implementation, adoption, and process improvement across growth and client service.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce requirements gathering, technology enablement, and workflow improvement, with a strong focus on AI-enabled tools and user adoption strategies. Proven ability to collaborate with stakeholders and manage complex projects across multiple priorities.
Highest-signal resume keywords
Salesforce ExperienceAI Workflow EnablementBusiness Systems ExpertiseProject ManagementStakeholder Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce Requirements GatheringWorkflow ImprovementData CaptureReporting InputsUser TestingTechnology ImplementationAI-Enabled ToolsAutomationKnowledge Management SystemsChange Management
Soft Skills
Collaborative ApproachService-Oriented MindsetCuriosity About TechnologyClear CommunicationProblem-Solving
Tools & Technologies
SalesforceAI ToolsReporting ToolsWorkflow Improvement ToolsKnowledge Management Systems
Industry Keywords
Business SystemsTechnology EnablementRevenue OperationsCRM OperationsConsulting OperationsProfessional ServicesRelationship-Driven Business
About the role
Key responsibilities & impact- Translate growth, client-service, and operating priorities into technology requirements, workflows, user needs, and implementation plans.
- Sequence technology-enabled workstreams and track priorities, open items, decisions, dependencies, testing needs, and rollout requirements.
- Serve as the connection between business stakeholders, IT, shared services, and third-party partners.
- Support Salesforce enablement for growth, account visibility, relationship intelligence, resource planning, and reporting.
- Define Salesforce requirements for fields, workflows, data capture, dashboards, reporting inputs, and user experience improvements.
- Support adoption of AI-enabled tools across business development, knowledge management, account intelligence, reporting, and client-service workflows.
- Translate AI opportunities into workflows, prompts, testing plans, feedback loops, and adoption materials.
- Coordinate with third-party vendors on requirements, testing, feedback, issue resolution, implementation, and follow-through.
- Track vendor deliverables, questions, dependencies, and next steps; proactively escalate risks.
- Develop user guidance, training materials, workflow documentation, and adoption support.
- Gather user feedback, identify friction points, and support rollout and change-management planning.
- Map workflows and identify opportunities to reduce manual effort, duplication, and unclear ownership.
- Connect data logic across Salesforce, reporting tools, AI workflows, and knowledge-management systems.
- Support data and workflow improvements for accounting planning, business development enablement, reporting, and leadership visibility.
- Report to the VP of Growth Operations and Enterprise Systems and collaborate with the Head of Growth, Head of Client Strategy, IT, shared services, and vendors.
Requirements
What you’ll need- 8–10 years of experience in business systems, technology enablement, operations, revenue operations, CRM operations, AI workflow enablement, consulting operations, or related fields.
- Bachelor’s degree or equivalent experience required.
- Proven experience working with Salesforce, including workflow improvement, reporting inputs, adoption support, or business requirements gathering.
- Ability to translate business needs into requirements for technical teams or third-party partners.
- Success supporting technology implementation, system enhancements, user testing, training, or adoption efforts.
- Exposure to AI-enabled tools, automation, knowledge-management systems, or workflow improvement tools strongly preferred.
- Experience in professional services, consulting, executive search, leadership advisory, or another relationship-driven business required.
- Ability to collaborate with senior stakeholders, business users, vendors, and technical partners.
- Systems-oriented approach to tools, data, workflows, and user behavior.
- Disciplined project management across workstreams, dependencies, timelines, and multiple priorities.
- Sound judgment regarding usability, adoption, confidentiality, and business impact.
- Ability to explain technical or workflow topics clearly to non-technical users.
- Curiosity about AI, technology-enabled workflows, and improving professional-services work.
- Collaborative, service-oriented, practical, and solutions-oriented approach.
- Ability to bring structure to ambiguity and drive effective follow-through.
Benefits
Comp & perks- Discretionary performance bonus
- 401K
- Generous paid time off
- Benefits package
- Wellness program
- Potential for additional performance-based earnings