Director of AI and Intelligent Workflows (Finance)

How you'll make an impact:
Are you ready to lead the next wave of AI innovation-not in a lab, but inside the beating heart of a modern enterprise? We're looking for a trailblazing AI strategist to shape how AI transforms work across our internal platforms-Salesforce, NetSuite, and beyond. This role goes far beyond theory and experimentation: you'll have the runway to define the vision, build the infrastructure, and deliver production-ready AI solutions that redefine how our teams operate.

You'll lead the charge in designing reusable AI services, copilots, workflow agents, and platform-level capabilities that power our sales, finance, HR, legal, and operations teams. You'll partner with executive leaders, ML engineers, and domain experts to embed intelligence into every corner of the business, turning data into strategy, repetition into automation, and legacy workflows into future-ready systems.

What you will lead:

• Architecture of a modular internal AI platform that enables rapid experimentation and scalable deployment of intelligent solutions across teams.
• Practical innovation efforts by continuously evaluating and testing new AI techniques to improve productivity, automate complex tasks, and enhance decision-making across the business.
• Establishing enterprise-wide enablement by educating, inspiring, and equipping hundreds of employees to use AI responsibly and effectively in their daily work.
• Deep partnership with legal, compliance, and security to operationalize trustworthy AI - ensuring that everything you build meets standards for ethics, privacy, and governance.
• Designing intelligent, cross-functional workflows that eliminate silos, connect systems, and amplify business value - from Finance to SalesOps to HR.

We're not just looking for someone to manage projects, we want someone to define the blueprint for how AI becomes a native part of how we work. If you thrive at the intersection of technology, transformation, and imagination, this is your seat at the table.

A day in the life:

• AI Strategy, Vision, and Governance
  • Define and lead the enterprise AI strategy for internal use cases, focusing on automation, augmentation, and intelligent services for finance, sales, operations, HR, and legal functions.
  • Develop a unified AI vision across all internal applications-including collaboration tools (Slack, Outlook, Zoom), people systems (Lattice), knowledge platforms (Confluence, SharePoint), and operations tools (Salesforce, NetSuite, JIRA).
  • Evaluate current and emerging internal applications for AI extensibility. Guide system lifecycle decisions (buy/build/retire) based on AI readiness and integration potential.
  • Collaborate with the AI Steering Committee to establish organizational AI standards, frameworks, and reference architectures.
  • Lead development of AI safety frameworks to manage risks including hallucination, bias, explainability, and data privacy. Partner with legal, compliance, and security to implement and operationalize safeguards for responsible AI deployment.
• Business Analysis & Use Case Discovery
  • Act as a business analyst for internal teams to uncover opportunities to enhance and automate workflows using AI and ML.
  • Collaborate with finance, procurement, revenue ops, HR, and other teams to prioritize solutions that drive high ROI.
  • Lead discovery, design, and piloting of intelligent tools such as predictive forecasting in Salesforce, copilots, document classification, and NLP-based summarization.
• Architecture, Interoperability & AI Service Design
  • Partner with business systems and data engineering to ensure scalable, secure integrations across internal platforms.
  • Define and productize reusable AI services-such as summarization APIs, copilots, and workflow agents-within a modular internal AI platform architecture.
  • Champion intelligent interoperability across platforms, designing cross-system workflows (e.g., Slack-to-Salesforce triggers, Outlook-to-Lattice signals) that reduce manual effort and unify actions and insights.
  • Evaluate integration points and extensibility of enterprise tools for AI enablement and automation.
  • Create enterprise playbooks and reusable design patterns for embedding AI into internal tools, including standards for prompt engineering, model integration, and workflow automation.
• Model Evaluation & Experimentation
  • Evaluate model architectures (e.g., encoder-decoder, transformer variants) to guide solution design and vendor choices.
  • Conduct prompt chaining experiments, explore tuning and optimization strategies, and assess model performance trade-offs.
  • Collaborate with ML engineers and data scientists on model selection, training, and fine-tuning strategies.
• Cross-Functional Leadership
  • Work with IT, data, security, product, HR, and operational stakeholders to drive cross-functional alignment and delivery.
  • Lead workshops, discovery sessions, and feedback loops to ensure transparency and iterative improvement.
  • Serve as the strategic liaison between technical teams and business units for scaling internal AI adoption.
• Build an AI-First Culture
  • Promote AI literacy and confidence across the organization by leading training, workshops, and internal campaigns.
  • Collaborate with communications and HR to market AI successes, share learnings, and build excitement around AI-powered work.
  • Empower internal teams to imagine, design, and deploy their own AI-driven improvements using a centralized, standardized approach.

What we're looking for:

• 5+ years of applied experience in AI/ML, intelligent automation, or enterprise digital transformation, with a portfolio of deployed initiatives at scale.
• Proven thought leadership in AI: speaking engagements, publications, internal AI strategy development, or community influence.
• Demonstrated success building and operationalizing reusable AI services, intelligent workflows, and automation frameworks.
• Strong business analysis skills with the ability to connect AI potential to functional value across Finance, SalesOps, HR, and Procurement.
• Familiarity with GenAI model architecture, prompt engineering, fine-tuning, and enterprise AI integration patterns.
• Solid understanding of AI governance, privacy, compliance, and platform evaluation, including risk mitigation strategies.

Nice-to-Haves

• Enterprise systems (Salesforce, NetSuite, JIRA, or similar) experience with an emphasis on automation
• Experience with collaboration systems (Slack, Outlook, Zoom), people systems (Lattice), and knowledge platforms (Confluence, SharePoint)
• Exposure to GenAI and LLM frameworks (e.g., OpenAI, Claude, open source)
• Experience with workflow orchestration tools (e.g., Zapier, Workato, MuleSoft) or data platforms (e.g., Snowflake, dbt, Azure)
• Background in AI ethics, safety tooling, or ML platform architecture

Why Join Us?
This role is at the forefront of redefining how a modern enterprise works. You'll have the influence to set strategy, the tools to build real systems, and the platform to reshape workflows, culture, and capabilities. If you're passionate about operational excellence, enterprise-scale innovation, and creating an AI-powered workforce-this is your moment to lead.

Estimated Salary Range: $160,000-185,000Actual salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.

Find out more about Strata benefits here.

How we work:The preferred location for this role is in Chicago, IL or St. Louis, MO. We value our people spending time together and have campuses hosting in-person events located in both cities. We are truly a hybrid environment with all team members experiencing the flexibility to work from home.

Thinking about applying?
Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you're currently reading this and hesitating to click "Apply" for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience.

Should you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please reach out to careers@stratadecision.com.

Here @ Strata...
Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community.

We believe that each of our team member's unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin.

Our Core Values: While we celebrate what makes each member of our team unique, our core values are what connect us. They set clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.

• We connect with positive intent.
• We are helpful.
• We own it.
• We get better every day.
• We are humble.

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