Principal – Back-Office AI Transformation

Jobtailor

Irving (TX)

On-site

USD 180,000 - 240,000

Full time

5 days ago
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Job summary

Five9 seeks a seasoned leader to own the back-office AI automation program, delivering measurable transformations across Finance, HR, Legal, and IT. You will run diagnostics, design future-state processes, and pilot AI-enabled solutions with cross-functional teams.

You will define ontologies, metrics, and roadmaps, reporting progress to the Transformation Office and executives, while building internal capability for scale.

Qualifications

  • 15+ years in operations transformation, shared services, business process automation, or an internal strategy/transformation office.
  • Track record of shipping transformation work rather than only recommending it.
  • Direct experience inside back-office functions: Finance/Accounting, HR, Legal, IT, or Procurement.
  • Experience running/participating in structured organizational diagnostics using interviews, observations, and benchmarking.
  • Experience turning diagnostic findings into a ranked, fundable opportunity portfolio.
  • Hands-on experience delivering RPA, workflow tooling, or AI-native applications from scoping through pilots.
  • Experience partnering with internal tech or business-systems teams to stand up new tooling (highly recommended).
  • Strong quantitative skills and value-measurement experience.
  • Experience in a public company or SaaS/subscription business (highly recommended).
  • Experience managing or partnering with outside consultants or delivery partners.
  • Proficiency with AI tools and a POV on back-office process design and automation.
  • Strong written and verbal communication skills.
  • Comfort presenting evidence-based findings to function leaders and senior stakeholders.
  • Bachelor’s degree required.
  • MBA or Advanced Degree recommended.

Responsibilities

  • Own hands-on delivery of the AI automation agenda for back-office functions.
  • Run AI readiness diagnostics using employee input, process observation, and benchmarking.
  • Build an opportunity inventory and assess process, data, technology, talent, operating-model, governance, and change readiness.
  • Define function ontologies, metric definitions, context graphs, and function-specific intelligence layers.
  • Deliver bounded pilots from discovery to controlled user trials in priority back-office workflows.
  • Measure and report pilot results, distinguishing proven outcomes from projected benefits.
  • Translate pilot learnings into blueprints covering future workflows, human-AI handoffs, build tasks, and approvals.
  • Create ranked, fundable portfolios and sequenced roadmaps with ownership, dependencies, and resourcing.
  • Define credible value measures, baselines, and evidence packages for investment decisions.
  • Partner with Finance, HR, Legal, IT, Business Technology, outside delivery partners, and executives.
  • Run regular reporting with Transformation Office and executive stakeholders.
  • Build internal capability and potentially grow a team of forward-deployed engineers and process professionals as the program scales.

Skills

Operations Transformation
RPA Delivery
Workflow Tooling
AI-Native Applications
Quantitative Skills
Stakeholder Communication
Presentation Skills

Education

Bachelor’s Degree
MBA or Advanced Degree

Tools

RPA Tools
AI Platforms

Job description

  • Own hands-on delivery of Five9’s internal back-office AI automation agenda
  • Run an ongoing AI readiness diagnostic using employee input, process observation, and benchmarking
  • Build an opportunity inventory and assess process, data, technology, talent, operating-model, governance, and change readiness
  • Define function ontologies, metric definitions, context graphs, and function-specific intelligence layers
  • Deliver bounded pilots in priority back-office workflows from process discovery and future-state design through controlled user trials
  • Measure and report demonstrated pilot results while distinguishing proven outcomes from projected benefits
  • Translate pilot learning into blueprints covering future workflows, human-AI handoffs, build tasks, and approvals
  • Create ranked, fundable portfolios and sequenced roadmaps with ownership, dependencies, and resourcing
  • Define credible value measures, establish baselines, and build evidence packages for investment decisions
  • Partner with Finance, HR, Legal, IT, Business Technology, outside delivery partners, and executive stakeholders
  • Run regular reporting with the Transformation Office and executive stakeholders
  • Build internal capability and potentially grow a team of forward-deployed engineers and process professionals as the program scales
Requirements
  • 15+ years in operations transformation, shared services, business process automation, or an internal strategy/transformation office
  • Track record of shipping transformation work rather than only recommending it
  • Direct experience inside one or more back-office functions: Finance/Accounting, HR, Legal, IT, or Procurement
  • Experience running or contributing to a structured organizational diagnostic using employee interviews, process observation, and benchmarking
  • Experience turning diagnostic findings into a ranked, fundable opportunity portfolio
  • Hands-on experience delivering RPA, workflow tooling, or AI-native applications from scoping through a measured pilot
  • Experience partnering with an internal technology or business-systems team to stand up new tooling highly recommended
  • Strong quantitative skills and value-measurement experience
  • Experience at a public company or in a SaaS/subscription business highly recommended
  • Experience managing or partnering with outside consultants or delivery partners
  • Proficiency with AI tools in daily work and a point of view on back-office process design and automation
  • Strong written and verbal communication skills
  • Comfort presenting evidence-based findings to function leaders and senior stakeholders
  • Bachelor’s degree required
  • MBA or other advanced degree highly recommended
Core Competencies

Demonstrates extensive experience in operations transformation and business process automation, with a strong focus on delivering measurable outcomes through AI and RPA initiatives. Proven ability to partner with cross-functional teams and executive stakeholders to drive strategic change and build internal capabilities.

Highest-signal resume keywords
  • Operations Transformation
  • Business Process Automation
  • AI Tools Proficiency
  • Quantitative Skills
  • Stakeholder Communication
Hard Skills
  • RPA Delivery
  • Workflow Tooling
  • AI-Native Applications
  • Organizational Diagnostic
  • Opportunity Portfolio Development
  • Value Measurement
  • Process Discovery
  • Future-State Design
  • Pilot Measurement
  • Function Ontologies
Soft Skills
  • Strong Written Communication
  • Strong Verbal Communication
  • Presentation Skills
Certifications & Qualifications
  • Bachelor’s Degree
  • MBA or Advanced Degree
Industry Keywords
  • Back-Office Functions
  • Finance
  • HR
  • Legal
  • IT
  • Procurement
  • SaaS
  • Subscription Business
  • Transformation Office
  • Change Readiness
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