Senior Associate, Intelligent Operations – Automation & Modeling

Point B • Portland, OR

5d • Remote

About The Position

Associates in Point B’s Intelligent Operations – Automation & Modeling capability help clients improve performance by designing and delivering data-driven, technology-enabled solutions. You’ll work at the intersection of people, process, and technology—translating business needs into digital workflows and helping organizations modernize how work gets done. Associates have the opportunity to work with top clients of all types, from start-ups to Fortune 500 companies in various industries, including Healthcare, Life Sciences, Financial Services, Manufacturing, and Consumer Products & Retail.

Requirements

• Experience: 5+ years of management consulting and related hands-on experience in process automation, business process management, or a related field.
• Technical Skills: Knowledge of process improvement methodologies and tools such as Lean Six Sigma. Functional knowledge of automation tools and technologies such as RPA (e.g., UiPath, Blue Prism, Automation Anywhere, Microsoft Power Platform, Appian, Celonis) and enterprise applications (ERP, CRM, etc.).
• Delivery & Product Mindset: Exposure to software development or product life cycle concepts (SDLC, Agile, or Design Thinking). Comfortable working in iterative environments and collaborating with both business and technical teams.
• Analytical Skills: Strong analytical and problem-solving abilities, with a keen eye for detail and the ability to identify process inefficiencies and improvement opportunities. Understanding of how data is structured, captured, and governed across business systems (ERP, CRM, workflow tools). Able to translate process data into insights using visualization tools such as Power BI or Tableau. Experience with data preparation, joins, and quality checks preferred.
• Project Management: Experience managing mid-size projects, including scoping, planning, executing, and monitoring, with a track record of successful project delivery. Familiarity with Agile methodology and Software Development Lifecycle (SDLC).
• Communication Skills: Excellent verbal and written communication skills, with the ability to convey technical information to non-technical stakeholders effectively.
• Client-Focused: Demonstrated experience successfully working on teams that interface directly with clients, understanding their needs, and delivering solutions that meet their expectations.
• Education: B.A. or B.S. degree required.
• Ability to travel to client site
• Ability to work from home
• Ability to work non-standard work hours as necessary
• Role may require up to 80% travel.

Nice To Haves

• Prefer candidates with experience with advanced analytics, machine learning, or artificial intelligence as applied to process automation.
• Relevant certification in process automation or related technologies preferred (e.g., Six Sigma, Microsoft Power Platform)

Responsibilities

• Provide Support to projects from inception to completion to improve productivity, increase efficiencies, reduce costs, and mitigate risk.
• Contribute to the automation development life cycle, including playing a role in requirements definition, design, testing, deployment, and continuous improvement.
• Collaborate with clients to document and analyze business processes, identify automation opportunities, and translate business requirements into clear functional and technical specifications.
• Support discovery and feasibility assessments that quantify value, ROI, and risk for potential automation and AI use cases.
• Contribute to the design and configuration of process automation solutions using low-code, RPA tools, enterprise applications, and custom app development.
• Support data discovery activities by identifying, cleaning, and mapping process data across systems; understand how data inputs drive performance metrics and automation logic.
• Partner with analytics and data teams to validate data quality, lineage, and governance requirements for automation solutions.
• Configure, test, and deploy automated workflows; ensure alignment with client objectives and seamless integration with existing systems.
• Maintain comprehensive documentation—process maps, data models, technical specifications, and user guides.
• Support client enablement through training, communication, and adoption planning; help teams understand how automation and AI augment daily work.
• Participate in developing internal playbooks, reusable frameworks, and accelerators that strengthen Point B’s Intelligent Operations offerings.
• Partner with senior team members to research emerging technologies (e.g., copilots, generative AI, process mining, simulation) and bring insights into active engagements.
• Learn and grow by working alongside some of the best Operations and Process Improvement experts in the business, as well as Point B Solutions experts in other areas such as change management, org design, technology, strategy, mergers & acquisitions, data & analytics, and others.
• Exercise an entrepreneurial spirit and contribute to the firm’s growth as an employee-owner.

Benefits

• Point B rewards high performance with a total rewards approach that includes competitive base pay, benefits, and short-and long-term incentives — as well as flexibility, leadership development opportunities, and a culture designed to help our diverse team of individuals flourish.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees