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Vertex Inc

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Manager - AI-Enabled Process Transformation (Finance)



Job Description:

We're looking for a Manager - AI-Enabled Process Transformation to reimagine how our business runs by integrating AI and automation into core processes. In this role, you'll identify high-impact opportunities, redesign workflows for scalability and resilience, and partner across technology and business teams to drive measurable results. You'll serve as a trusted advisor on process transformation, foster cross-functional collaboration, and guide a team of experts to deliver continuous improvement. This is a chance to shape enterprise-wide change and put AI at the heart of how we work.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

  • Process Strategy & Redesign
    • Lead enterprise-wide efforts to reimagine and redesign business processes for AI integration and automation.
    • Identify high-impact opportunities for process optimization that align with strategic goals and enterprise architecture.
    • Develop and maintain a portfolio of reengineering initiatives with clear value realization metrics.
  • AI Integration & Enablement
    • Partner with data science, engineering, and IT teams to embed AI capabilities into redesigned workflows.
    • Ensure that reengineered processes are scalable, resilient, and aligned with responsible AI principles.
    • Collaborate with the Readiness & Adoption and Workforce Transformation leads to support change management and user enablement.
  • Operational Excellence & Innovation
    • Apply Lean, Six Sigma, and design thinking methodologies to drive continuous improvement.
    • Establish process documentation standards and governance for AI-enabled workflows.
    • Monitor performance of reengineered processes and iterate based on feedback and analytics.
  • Cross-Functional Collaboration
    • Serve as a strategic advisor to business units on process transformation and automation.
    • Collaborate with Finance, Technology, Compliance, and Risk teams to ensure alignment with enterprise controls and investment priorities.
    • Represent the AI Hub in enterprise forums focused on operational transformation and digital innovation.

SUPERVISORY RESPONSIBILITIES:
  • May lead a team of process analysts, automation specialists, and transformation consultants.
  • Define team goals, performance metrics, and development plans aligned with enterprise AI strategy.
  • Provide coaching, mentorship, and succession planning for process transformation talent.

KNOWLEDGE, SKILLS AND ABILITIES:
  • Deep expertise in business process reengineering, operational excellence, and intelligent automation.
  • Strong understanding of AI/ML technologies and their application in business workflows.
  • Experience leading large-scale transformation initiatives in complex, matrixed organizations.
  • Proficiency in process modeling tools, automation platforms (e.g., RPA), and performance analytics.
  • Excellent communication and stakeholder engagement skills.
  • Familiarity with enterprise architecture principles and change management practices.

EDUCATION AND TRAINING:
  • Bachelor's degree required; Master's in Business, Engineering, or related field preferred.
  • 10+ years of experience in process transformation, operations, or digital strategy roles.
  • Certifications in Lean Six Sigma, BPM, or intelligent automation platforms are a plus.
  • Experience in AI-driven transformation or enterprise technology programs is strongly preferred.

Pay Transparency Statement:

US Base Salary Range: $131,600.00 - $171,100.00

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements . Apply

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