AI Transformation Lead

Confluence; Boston (MA); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Generous Time Off packages

Global Career Development opportunities

Social Events

Referral Bonus scheme up to $3,000

Flexible working arrangements

Job summary

A global investment data firm is seeking an AI Transformation Lead responsible for driving AI adoption across the organization. This role requires over 8 years of transformation experience, particularly within B2B SaaS, and a practical understanding of AI applications. The role focuses on linking technology adoption to measurable commercial outcomes and offers a collaborative working environment. Candidates should possess strong leadership skills and a relevant Bachelor's degree. Competitive compensation and flexible working options are provided.

Qualifications

• 8+ years' experience in transformation, ideally within B2B SaaS, FinTech, or regulated services.
• Practical understanding of automation and workflow redesign.
• Experience establishing AI guardrails and risk controls.
• Link technology adoption to revenue activation, delivery efficiency, or decision-making improvements
• Advanced capability in driving adoption and behaviour change, including training and measurement
• Ability to translate between technical and non-technical stakeholders across Sales, Client Experience, Finance, HR, Legal, Risk and Tech
• Experience establishing AI guardrails, usage policies, and risk controls with Legal/InfoSec/Compliance
• Ability to influence senior leaders and navigate competing priorities across distributed teams

Responsibilities

• Drive adoption and operationalise AI within the organization.
• Work with senior leaders to identify high-impact AI opportunities.
• Measure success through impact on revenue and efficiency.
• Collaborate with Legal, InfoSec and Compliance to set guardrails and risk controls
• Lead change management activities including communications, training, and impact measurement

Skills

Transformation experience

Understanding of GenAI

Identification of AI use cases

Linking technology adoption to revenue

Driving adoption and behavior change

Influencing senior leaders

跨部门沟通

Education

Bachelor's degree in business or related field

Master's or MBA

Certifications: Prosci, Scrum, PMP

Job description

Description

Location: North East United States inc. Boston and Pittsburgh (Hybrid or Remote)

Why Confluence?

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard‑working employees who work at Confluence.

Department: IMO Transformation

More about the role & team

The AI Transformation Lead is responsible for driving the delivery and adoption of the organization’s AI agenda, focusing on where it can make a genuine commercial and operational difference. Working closely with senior leaders across Client Experience, Sales, Finance, HR, Legal and Operations, the role is about identifying the opportunities that matter most and seeing them through from early pilots into everyday use.

This is a hands‑on role with high visibility across the business, sitting between business teams, technology and risk. Success is measured through revenue impact, efficiency improvements and lasting behaviour change, with the right governance and operating discipline in place to ensure AI can be scaled safely and responsibly.

What skills and experience do I need to succeed?

You’ll succeed in this role if you combine enterprise‑level transformation experience with the ability to turn AI capability into real commercial and operational outcomes.

We’re looking for someone who brings:

• 8+ years’ experience in transformation, change leadership, consulting, or digital enablement roles, ideally within B2B SaaS, FinTech, or regulated services environments
• A practical understanding of GenAI, copilots, automation, and workflow redesign from a business and operating‑model perspective (you don’t need to be an engineer)
• Proven experience identifying high‑value AI use cases, taking them from pilot through to scaled, embedded adoption
• A track record of linking technology adoption to revenue activation, delivery efficiency, or decision‑making improvement
• Advanced capability in driving adoption and behaviour change, including communications, training, coaching, and impact measurement
• Confidence working across Sales, Client Experience, Finance, HR, Legal, Risk, and Technology, and translating between technical and non‑technical stakeholders
• Experience establishing AI guardrails, usage policies, and risk controls in partnership with Legal, InfoSec, and Compliance
• The ability to influence senior leaders, navigate competing priorities, and build trust across distributed teams

A bachelor’s degree in business, transformation, information systems, behavioural science, or a related field is required; a master’s or MBA is preferred. Certifications such as Prosci, Scrum, PMP, or equivalent are beneficial.

What do we offer?

This is a high‑impact, enterprise‑level role with genuine influence over how AI is embedded across the organisation.

In return, we offer:

• A visible, business‑critical mandate to shape how AI is operationalised across core revenue‑generating and client‑facing functions
• The opportunity to work directly with senior business leaders on initiatives that materially affect growth, efficiency, and decision‑making
• Ownership end‑to‑end — from defining the AI roadmap and prioritising use cases, through to delivery, adoption, and measurement
• The chance to build AI capability that is scalable, governed, and trusted, rather than experimental or siloed
• A role that builds long‑term career capital as an enterprise AI and transformation leader
• A collaborative, cross‑functional environment where outcomes matter more than hierarchy
• Competitive compensation and benefits aligned to senior leadership impact (details shared during the process)

Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:

• 🕚 Time Off packages including additional half days with each public holiday in your location.
• 🌎 Global Career Development opportunities
• 🎊 Social Events
• 💵 Referral Bonus scheme - Upto $3,000 per successful referral
• 🚀 Plus many more!

More about the Location

We offer flexible working options for all employees. If you are based near our Boston or Pittsburgh offices, this role offers a hybrid working arrangement.

Values

We look for people who align with our 4 values.

Integrity Face reality with honesty, courage and accountability

Imagination Deal creatively with challenges and envision what the world could be

Discipline Build good habits into reflexes which become a part of our life

Service Committed to the success of others

If you would like to find out more about a Career at Confluence, please apply today.

If you believe that this job posting is noncompliant, please email us at [e-mail].

Pre-Employment Screening Disclaimer

As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre‑employment screening.

Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.