Key Responsibilities
Business Process Improvement
- Conduct ongoing assessments of business processes across the organization to identify inefficiencies, bottlenecks, and opportunities for improvement โ with or without AI involvement
- Design and implement process improvements using the most effective approach available: workflow redesign, automation, AI augmentation, or a combination of methods
- Leverage Claude-based workflows where applicable to streamline document processing, reporting, data analysis, and cross-functional communication
- Use Claude Code for lightweight scripting, developing agents, and automation of repetitive business tasks without requiring full engineering resources
- Evaluate emerging AI tools and make evidence-based recommendations for adoption; clearly distinguish where AI adds genuine value versus where traditional process improvement is the right answer
Process Design & Documentation
- Map current-state business processes and define future-state workflows that incorporate AI assistance
- Develop standardized process documentation, SOPs, and playbooks for AI-augmented workflows
- Establish metrics and KPIs to measure process efficiency gains, cost savings, and quality improvements
- Maintain a portfolio of active process improvement initiatives and communicate progress to stakeholders
Cross-Functional Collaboration
- Partner with department heads to understand pain points and define improvement objectives
- Facilitate workshops and working sessions to surface process bottlenecks and co-design solutions
- Serve as the internal subject matter expert on responsible AI use โ setting guardrails, best practices, and governance standards
- Train and enable employees to confidently use AI tools in their day-to-day work
Data Governance & OneTrust
- Own and manage data flow documentation within the OneTrust platform, ensuring all business process changes that affect data collection, storage, or transfer are accurately reflected
- Partner with Legal, IT, and Compliance to maintain up-to-date data flow maps and privacy impact assessments as processes evolve
- Serve as the primary business-side liaison for OneTrust โ coordinating with stakeholders to capture new data flows, remediate gaps, and ensure ongoing program accuracy
- Identify opportunities to streamline and automate OneTrust data flow maintenance through integrations or templated workflows
Technology Stack Ownership
- Develop and maintain working knowledge of rf IDEAS' software technology stack โ including core business systems across Finance, Operations, Sales, CRM, and IT โ to understand how tools interconnect and where process friction originates
- Proactively identify opportunities to enhance, consolidate, or replace tools based on observed workflow gaps, redundancies, or evolving business needs
- Provide informed recommendations to leadership on software investments, renewals, and rationalizations โ weighing capability, cost, integration complexity, and user adoption
- Participate actively in the evaluation, implementation, and integration of new software systems โ serving as the business process voice during requirements gathering, vendor selection, configuration, and rollout
- Partner with IT to ensure new tools are integrated in a way that supports clean data flows, reduces manual handoffs, and aligns with existing process architecture
Reporting & Finance Alignment
- Collaborate closely with the VP of Finance to align process initiatives with financial goals, budget cycles, and operational reporting
- Support Finance with AI-assisted analysis, forecasting assistance, and reporting automation where applicable
- Provide regular ROI reporting on completed initiatives to justify continued investment in AI tooling
Required Qualifications
- BS/BA degree required; preferred focus in Finance, Accounting, Economics, Engineering, Business Administration, or Management Information Systems
- 7+ years of experience in business process management, operations, or a related field
- Demonstrated experience deploying AI tools (Claude, ChatGPT, Copilot, or similar) in a professional business context
- Strong analytical and problem-solving skills with the ability to translate complexity into clear process flows
- Experience facilitating cross-functional initiatives and managing stakeholder relationships
- Proficiency in process documentation tools (Visio, Lucidchart, or similar)
- Strong written and verbal communication skills โ able to present technical concepts to non-technical audiences
Preferred Qualifications
- Hands-on experience with Claude and the Anthropic platform (Claude.ai, API, or Claude Code)
- Familiarity with prompt engineering and designing effective AI-assisted workflows
- Lean, Six Sigma, or similar process improvement certification
- Experience with project management tools (Jira, Asana, Monday.com, or similar)
- Exposure to ERP or CRM platforms in a process improvement context
Behavioral Assessment
In addition to supplying us with your resume, we ask that you take our Behavioral Assessment through Predictive Index by going to the following link:
https://assessment.predictiveindex.com/bo/B3WV/ManagerofBusinessProcess_Jun2026_133141
Tips:
- Complete the assessment in a quiet place, free from interruption, in one session
- Take as much time as you wish to complete this assessmentโ typically takes <7 minutes
- Please use one of the following browsers: Internet Explorer, Firefox, Safari, or Chrome