Business Operations & AI Enablement Manager

Bridgepoint Consulting•Austin, TX
•$125,000 - $135,000

About The Position

The 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.

Requirements

  • 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.
  • 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

Nice To Haves

  • 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.

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.
  • 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.
  • 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.
  • 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.
  • 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.

Benefits

  • We offer a broad range of finance, technology and risk/compliance services to support clients from the startup phase all the way to IPO readiness and beyond.
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