Business Operations & AI Enablement ManagerCareer OpportunityThe Manager - Business Operations & AI Enablement is a firmwide leadership role that partners with managers, directors, and principals to strengthen operational performance and support growth. The role leads AI, automation, data, and technology initiatives; supports forecasting, KPIs, and management insights; assists with consultant staffing and development; and works with market leaders to align resources, improve processes, and address evolving business priorities.
Key Responsibilities- Lead responsible AI, automation, data, and technology solutions that improve operations, reporting, and firm performance.
- Assist with forecasts, KPIs, dashboards, and analyses that provide leadership with timely, actionable business insights.
- Advocate for consultants by supporting staffing, development, hiring, onboarding, and accurate talent information.
- Partner with market leaders to strengthen operational consistency, address risks, and support strategic priorities.
Detailed Responsibilities1. AI, Data & Technology | 50%- Maintain current AI agents and help develop and deploy new agents and automation that streamline internal operations, strengthen consultant support, improve resource planning, and enable sales teams.
- Evaluate manual and fragmented processes, identify improvement opportunities, and build integrated workflows using Power Automate, SharePoint, and other internal platforms.
- Create and maintain Power BI dashboards and ad hoc analyses that translate operational data into clear, actionable insights for operations, HR, marketing, and leadership.
- Own HubSpot data quality and governance.
- Identify cross-practice AI, data, and technology initiatives that solve business challenges, encourage innovation, and improve firm performance.
2. Forecasts & KPIs | 20%- Maintain operational forecasts and help develop advanced reporting.
- Share weekly Starts/Ends and Go-Get reporting; eventually improve this report.
- Analyze consultant utilization, capacity, availability, and other resource-related metrics.
- Translate operational data into clear insights, trends, risks, and recommended actions for leadership.
- Improve the accuracy, consistency, and timeliness of forecasting and KPI reporting.
- Develop ad hoc reports and analyses to support operations, HR, marketing, and firm leadership.
3. Consultant Advocate | 15%- Build strong relationships with consultants to understand their experience, capabilities, interests, career goals, development needs, and concerns.
- Use understanding of consultant backgrounds to backstop staffing agent.
- Support professional development through training, continuous-learning programs, and targeted growth opportunities.
- Support consultant interviewing, hiring, and onboarding.
- Help maintain complete, current consultant profiles, skills information, and related talent data.
4. Market Support | 15%- Partner with Senior Manager to understand market activity and support each market wile helping establish consistency.
- Support staffing and resource allocation by assessing Financial Operations project requirements and balancing client needs with consultant capabilities, availability, and development goals.
- Promote consistent operations across markets, adapt processes to local needs, and help implement new tools, workflows, and reporting practices.
- Contribute to firmwide strategic initiatives and evolving market support priorities.
QualificationsRequired- Experience using AI and automation to improve business processes, internal operations, or knowledge-based work.
- Some experience developing AI agents, automated workflows, or multi-step business-process solutions.
- Working knowledge of Microsoft Copilot or Claude.
- Experience working with business data, including data quality, governance, reporting, and process management.
- Experience supporting CRM data hygiene and adoption, preferably within HubSpot.
- Analytical capabilities and some experience developing forecasts, KPIs, dashboards, or management reporting.
- Excellent communication skills, including the ability to present information to executives, internal leaders, consultants, and candidates.
- Self-starter with strong problem-solving skills, sound judgment, personal integrity, and the ability to manage competing priorities.
- Team-oriented and motivated to support firmwide strategic initiatives.
Bonus Points- Exposure to SharePoint Lists, Microsoft Power BI, and Power Automate.
- Experience with HubSpot administration, process management, or data governance.
- Knowledge of NetSuite Analytics, SuiteAnalytics, saved searches, or NetSuite reporting.
- Experience integrating data or processes across HubSpot, SharePoint, Power Automate, Power BI, NetSuite, or similar business platforms.
- Accounting, finance, or Financial Operations experience.
- Experience supporting consultant staffing, development, onboarding, or resource planning.
- 3+ years progressive accounting and finance experience as a consultant in a consulting firm
- 1+ years' experience as a resource manager or an internal operations manager in a consulting firm
