Senior Manager, AI Solutions & Platform Enablement – Managed Services

Baker Tilly•Frisco, TX

10d

About The Position

The Senior Manager, AI Solutions & Platform Enablement is a senior individual contributor within Managed Services who connects business and client needs with AI, product, platform, and technology capabilities. The role identifies and prioritizes use cases, develops business cases, coordinates execution, supports adoption, and measures value across Managed Services business lines. It also participates in client pursuits and solution discussions involving AI, automation, and digital capabilities. This is not an enterprise AI strategy or technical architecture role; success depends on connecting business priorities, client needs, and technology capabilities while advancing multiple initiatives in a fast-paced consulting environment. The role works with Managed Services leaders and cross-functional teams to translate operating needs into practical solutions, carry prioritized opportunities from concept through development and adoption, and help capabilities move beyond pilots into sustained use. It supports client discovery, workshops, pursuits, business cases, solution narratives, demonstrations, and executive presentations. The Senior Manager also coordinates with technology partners and helps integrate governance, human review, controls, and escalation into AI-enabled workflows. Success is measured by how effectively the role connects Managed Services needs with Baker Tilly’s AI, Product, and Platform capabilities and turns opportunities into solutions that teams and clients use. The role helps ensure appropriate initiatives advance, teams are connected, adoption occurs, and value is demonstrated through productivity, quality, insight, and client outcomes.

Requirements

At least 8 years of experience in consulting, professional services, technology, financial services, managed services, or a related environment.
Experience working across business and technology teams.
Strong business acumen and ability to connect technology opportunities to business outcomes and measurable value.
Experience supporting or leading complex cross-functional technology, product, automation, or digital initiatives.
Understanding of how products and technology capabilities move from idea through development, deployment, and adoption.
Experience with enterprise systems such as ERP, HRIS, CRM, workflow platforms, data platforms, or other core business applications.
Strong client-facing communication and presentation skills.
Ability to translate technical concepts into clear business language.
Ability to manage multiple priorities and workstreams amid changing conditions and incomplete information.
Strong influencing and relationship-management skills across senior business and technology stakeholders.

Nice To Haves

Working knowledge of generative AI, LLMs, RAG, APIs, AI agents, and agentic workflows.
Experience with automation, workflow, or intelligent document-processing technologies.
Exposure to finance and accounting, HR and payroll, or other back-office processes.
Experience within Managed Services, shared services, or business process operations.
Experience working with enterprise technology vendors and strategic alliances.
Exposure to evaluating potential technology partners, investments, or acquisitions.

Responsibilities

Work with Managed Services business-line leaders to understand priorities and operating challenges and identify where AI and automation can create value.
Identify, evaluate, and prioritize AI use cases across finance and accounting, HR and payroll, technology and application support, and other Managed Services capabilities.
Track active AI initiatives, pilots, platform capabilities, and dependencies; connect similar needs across business lines to encourage reuse.
Support the Managed Services AI roadmap with AI, Product, Platform, and Technology leadership.
Translate business requirements and client needs into clear use cases, requirements, and expected outcomes.
Coordinate with Product, Platform, Technology, and Innovation teams to advance prioritized opportunities from concept through development, testing, and adoption.
Provide business context and operating requirements to technical and product teams, and relay delivery-team and client feedback to Product and Platform leaders.
Participate in client discovery sessions, workshops, pursuits, and solution discussions; identify how AI, automation, data, and platform capabilities can strengthen solutions.
Support business cases, solution narratives, demonstrations, and executive presentations; participate in internal deal reviews when AI or technology is a meaningful part of a proposed solution.
Move capabilities beyond pilots into sustained use across Managed Services, working with business-line and delivery leaders on adoption, training, and workflow integration.
Set practical measures for adoption, productivity, quality, client outcomes, and financial value; identify adoption barriers and coordinate their resolution.
Help leadership assess which initiatives are generating value and where further investment or change is needed.
Coordinate with selected AI, automation, document intelligence, and technology partners; track emerging vendor capabilities and roadmaps with Alliance, Product, and Platform leaders.
Evaluate technologies and partners for business relevance, scalability, integration, economics, and client value; support evaluation of strategic partnerships, investments, or acquisitions when appropriate.
Connect Managed Services business lines with AI, Product, Platform, Technology, and Innovation teams; represent Managed Services requirements in cross-functional discussions.
Build alignment on scope, priorities, ownership, and expected outcomes; influence across teams without direct reporting lines and escalate decisions, risks, and dependencies as needed.
Work with AI, Technology, Risk, Legal, and Security leaders to keep solutions within firm standards and incorporate human review, controls, and escalation into solution design and adoption.