Bridgepoint Consulting works with growth-stage, investor-backed, and transaction-stage companies on complex finance, technology, operations, and risk challenges. Its consultants embed with client teams to carry out end-to-end implementations and advisory work, spanning AI, finance and accounting, private equity, risk management, NetSuite, and Oracle Cloud. The firm describes its approach as operator-led and designed to limit disruption, drawing on a network of more than 600 full-time consultants. Its experience includes over 4,000 engagements and support for more than 2,500 clients.
Business Operations Manager, AI Enablement
Lead AI, automation, data, and forecasting initiatives supporting Bridgepoint Consulting’s finance consulting operations. Help improve staffing, reporting, and market growth while supporting consultants and firm leadership.
Apraksts
- Lead responsible AI, automation, data, and technology initiatives to improve operations, reporting, and firm performance.
- Develop forecasts, KPIs, dashboards, and analyses that give leaders timely, actionable business insights.
- Support consultant staffing, development, hiring, onboarding, and accurate talent records.
- Work with market leaders to improve operational consistency, manage risks, and advance strategic priorities.
- Maintain existing AI agents and help build and deploy new agents and automation.
- Identify fragmented manual processes and create integrated workflows with Power Automate, SharePoint, and other internal platforms.
- Build and maintain Power BI dashboards and ad hoc analyses.
- Manage HubSpot data quality and governance.
- Maintain operational forecasts and develop advanced reporting.
- Deliver weekly Starts/Ends and Go-Get reports, refining them over time.
- Analyze consultant utilization, capacity, availability, and related resource metrics.
- Turn operational data into insights, trends, risks, and recommended actions for leadership.
- Build relationships with consultants to understand their experience, skills, interests, career goals, development needs, and concerns.
- Support the staffing agent by applying knowledge of consultant backgrounds.
- Advance professional development through training, continuous learning, and targeted growth opportunities.
- Assist with consultant interviews, hiring, and onboarding.
- Keep consultant profiles, skills information, and related talent data complete and current.
- Work with the Senior Manager to understand market activity and promote consistent practices.
- Support staffing and resource allocation by balancing client needs with consultant skills, availability, and development goals.
- Promote consistent operations across markets and implement tools, workflows, and reporting practices.
- Contribute to firmwide strategic initiatives and changing market support priorities.
Prasības
- Experience applying AI and automation to improve business processes, internal operations, or knowledge-based work.
- Some experience building AI agents, automated workflows, or multi-step business process solutions.
- Working knowledge of Microsoft Copilot or Claude.
- Experience with business data, including data quality, governance, reporting, and process management.
- Experience maintaining CRM data quality and adoption, preferably with HubSpot.
- Analytical skills and some experience developing forecasts, KPIs, dashboards, or management reports.
- Strong communication skills, including presenting to executives, internal leaders, consultants, and candidates.
- Self-directed problem solver with sound judgment, integrity, and the ability to manage competing priorities.
- Collaborative and motivated to contribute to firmwide strategic initiatives.
- Preferred: Familiarity with SharePoint Lists, Microsoft Power BI, and Power Automate.
- Preferred: Experience with HubSpot administration, process management, or data governance.
- Preferred: Knowledge of NetSuite Analytics, SuiteAnalytics, saved searches, or NetSuite reporting.
- Preferred: Experience connecting data or processes across HubSpot, SharePoint, Power Automate, Power BI, NetSuite, or similar business platforms.
- Preferred: Accounting, finance, or financial operations experience.
- Preferred: Experience supporting consultant staffing, development, onboarding, or resource planning.
- Preferred: At least three years of progressive accounting and finance experience as a consultant at a consulting firm.
- Preferred: At least one year of experience as a resource manager or internal operations manager at a consulting firm.
- Ideally based in Austin, Dallas, Houston, Denver, Boston, or Atlanta.
- Authorized to work in the United States.
Priekšrocības
- Bonus offered
- Remote work arrangement