Principal Analyst, CGT Process Automation & AI

Vertex Inc.•Boston, MA

9d•$142,800 - $214,200•Hybrid

About The Position

The Principal Analyst - CGT Process Automation & AI will play a key role within the Commercial CGT DTE (Data, Technology & Engineering) team, leading efforts to document, assess, manage and implement business automations across the organization. This role will partner closely with business stakeholders to understand current ways of working, identify opportunities for standardization and efficiency, and lead the design and implementation of sustainable process improvements. This role will evaluate or support opportunities that involve AI, automation, or other digital tools, with a focus on process clarity, documentation, governance, project management, and change adoption. The ideal candidate will bring strong business process expertise, the ability to organize and translate complex workflows into clear documentation, and experience leading cross-functional initiatives that improve operational effectiveness. The candidate is expected to implement agentic solutions on their own and also partner with other DTE team members that deliver solutions when appropriate.

Requirements

Bachelor’s degree in Business, Information Systems, Engineering, Life Sciences, Computer Science, or a related field
5+ years of relevant experience in process documentation, process improvement, business analysis, project management, operations, or digital transformation
Demonstrated experience documenting complex business processes and translating them into clear, actionable materials
Strong experience leading cross-functional initiatives involving multiple stakeholders and operational workstreams
Proven ability to assess current-state processes and recommend practical, scalable improvements
Experience managing projects or workstreams from planning through implementation and adoption
Excellent written and verbal communication skills, with strong attention to detail and documentation quality
Strong organizational, analytical, and problem-solving skills
Ability to influence stakeholders, build alignment, and manage change in a matrixed environment
Deep understanding of process documentation, workflow analysis, and business process management
Experience building agentic AI solutions; Salesforce Agentforce knowledge is a plus
Experience creating and maintaining: Process maps, Standard operating procedures (SOPs), Work instructions, Business requirements, Governance documentation, Training and communication materials
Strong proficiency with documentation and collaboration tools such as Microsoft Word, Excel, PowerPoint, Visio, Teams, and SharePoint
Experience using process mapping or workflow tools to document and visualize business operations
Familiarity with project management tools such as Jira, Smartsheet, Asana, or Microsoft Project
Ability to support process improvement initiatives that may include automation, reporting, AI-enabled tools, or digital workflow solutions where appropriate
Experience using data and operational insights to identify inefficiencies and support process decisions

Nice To Haves

Experience in the pharmaceutical, biotechnology, healthcare, or life sciences industry
Familiarity with commercial operations and/or cell and gene therapy (CGT) business processes
Experience supporting operational excellence, business transformation, or process governance initiatives
Exposure to automation or AI-enabled process improvement tools
Knowledge of change management principles and stakeholder adoption strategies
Experience in matrixed, fast-paced business environments
Familiarity with reporting and visualization tools such as Power BI
Ability to balance strategic process thinking with hands-on execution
Salesforce Agentforce is a plus

Responsibilities

Lead projects related to process improvements and AI implementations for the Commercial CGT DTE organization including but not limited to: User Onboarding / Activation; Change Management; ITSM (ServiceNow); SDLC; Agentic solutions
Hands-on delivery of agentic solutions
Lead the documentation, analysis, and management of ways of working across the Commercial CGT DTE organization
Partner with stakeholders across the broad DTE landscape to understand current-state workflows, identify process gaps, and define future-state improvements
Develop and maintain clear, accurate, and user-friendly process documentation, including process maps, standard operating procedures, business rules, work instructions, and related materials
Establish and promote standards for process documentation, version control, and ongoing process governance
Assess improvement opportunities that may include workflow redesign, standardization, or automation with a focus on applying AI tools
Coordinate across business, technology, and operational teams to ensure alignment on process changes, dependencies, and impacts
Drive stakeholder engagement and change management activities to support adoption of updated processes and tools
Monitor process effectiveness and recommend enhancements based on business feedback, operational needs, and evolving priorities