Finance Tech Lead - AI Automation

Insight Consultants; Bengaluru; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

Insight Consultants is seeking a Finance Tech Lead who will own client relationships and drive automation and AI solutions for our clients. The role splits between engaging with executives to translate messy processes into concrete scope and delivering the technical fixes, including workflows, integrations, and AI agents.

You will map client processes, design end-to-end automations, build and deploy AI-powered workflows, and document the live setup for ongoing support and expansion opportunities.

Qualifications

• 2–3 years in a client-facing technical role
• Experience turning discovery into scope and proposals
• Experience automating business processes and integrations

Responsibilities

• Own day-to-day relationships with clients, including status calls and escalations.
• Run discovery sessions to map client processes, pain points, and what done looks like.
• Translate discovery into written scope, estimates, and proposals; flag out-of-scope requests.
• Identify expansion opportunities and hand over qualified leads to the sales team.
• Map client processes and build automations: workflows, APIs, scripts, and integrations.
• Design, build, and deploy AI agents and LLM-based workflows, with cost control.
• Write documentation and runbooks for support and onboarding.

Skills

Client communication

Process automation

AI agents

Data integration

SQL

Consulting experience

Tools

Power Automate

n8n

Azure Functions

Python

REST APIs

OpenAI API

Claude API

Job description

Experience - 2-3 years

Role Overview:

Insight Consultants is hiring a Finance Tech Lead who owns client relationships and also builds the automation and AI solutions those clients buy. This is a hybrid seat: half the job is talking to clients and translating their messy processes into scope, the other half is building and shipping the fix (workflows, integrations, and AI agents).

RESPONSIBILITIES

Account management

• Own day-to-day relationships with assigned clients: status calls, expectation-setting, and escalations.


• Run discovery sessions to understand a client's current process, pain points, and what \"done\" looks like.


• Turn discovery into written scope, estimates, and proposals, and say so early when a request is out of scope or won't pay back.


• Identify expansion opportunities inside existing accounts and hand qualified leads to the sales lead. Technical delivery and automation

• Map client processes and build automations: workflow tools, APIs, scripts, and integrations between systems such as accounting, CRM, and operational platforms.


• Design, build, and deploy AI agents and LLM-based workflows, including tool use, prompt design, evaluation, and cost control.


• Write documentation and runbooks so clients and our own team can support what you build.

REQUIRED QUALIFICATIONS

• Communication: You explain technical trade-offs to non-technical executives in plain language and write clear emails and scope documents.


• Process automation: Demonstrated experience automating business processes using tools such as Power Automate, n8n, Azure Functions, or Python, plus REST APIs and data integration.


• AI agents: Hands-on experience building LLM-based agents or workflows that run in production or for a real client, using tools such as the Claude or OpenAI APIs, MCP servers, or agent frameworks.


• Data fundamentals: Comfortable with SQL and with moving and reshaping data between systems.


• Client-facing experience: At least 2 years in consulting, account management, solutions engineering, or a similar client-facing technical role.

NICE TO HAVE

• Experience with Power BI, Microsoft Fabric, or other analytics platforms.


• Familiarity with accounting systems such as QuickBooks or Zoho Books


• Experience with React or light front-end work for small internal tools.

About us:

Insight Consultants is a 25-year-old consulting firm working at the intersection of finance and technology. Our focus verticals are lending technology and financial management services; our work has helped widen access to credit for underserved segments, optimised business operations, and given clients better decision support. We are a team of around 75 creative, out-of-the-box thinkers for whom problem-solving with empathy is daily bread. Every person here is treated as a consultant - we work closely enough with clients to find the real problem, not just the stated one.