Business Consultant (AI, Data & Digital Transformation)

This is a remote position.

Role Overview

We are seeking a Business Consultant with 3+ years of experience who can bridge business problems with technology, data, and AI-driven solutions.

This role focuses on leveraging AI, data, and technology to solve business problems and drive transformation. By combining process consulting, system implementation, and AI enablement, you will work with internal teams and portfolio companies to implement scalable solutions and deploy intelligent workflows that enhance efficiency and decision-making.

The ideal candidate is both analytical and tech-enabled, with hands-on exposure to Advanced Excel, AI tools, automation platforms, and system implementations.

Key Responsibilities

Business Analysis & Process Transformation

• Gather and document business requirements across Sales, Marketing, HR, and Operations.
  
• Map “as-is” and “to-be” processes and identify improvement opportunities.
  
• Assist in designing and implementing new processes post-acquisition.
  
• Evaluate process efficiency and recommend improvements using data and technology.
  

AI Enablement & Intelligent Automation

• Identify opportunities to leverage AI and Generative AI in business workflows.
  
• Design, build, and deploy agentic AI workflows and multi-step AI agents for end-to-end process automation.
  
• Develop and implement LLM-powered solutions (e.g., lead qualification, support automation, document processing, internal assistants).
  
• Design prompts, logic flows, and decision frameworks for AI-driven automation.
  
• Integrate AI solutions with business systems (CRM, ERP, Helpdesk, internal tools) using APIs and automation platforms.
  
• Collaborate with technical teams to ensure seamless deployment and scalability of AI solutions.
  
• Continuously monitor and optimize AI workflows for accuracy, performance, and business impact.
  

Software Implementation & Digital Transformation

• Assist in the implementation of enterprise tools (CRM, ERP, Helpdesk, HRMS).
  
• Evaluate and recommend software platforms aligned with business needs.
  
• Translate requirements into functional specifications.
  
• Support UAT, deployment, and adoption of systems.
  
• Implement tools to improve productivity and visibility across the business.
  

Data Analysis, Advanced Excel & Data Management

• Perform data analysis using Advanced Excel (Pivot Tables, XLOOKUP, Index-Match, dashboards, and basic data modeling).
  
• Analyze business data to identify trends, inefficiencies, and improvement opportunities.
  
• Build reports, dashboards, and KPIs to support data-driven decision-making.
  
• Support stakeholders with actionable, data-backed insights.
  
• Assist in data migration activities across systems, ensuring smooth transitions.
  
• Perform data cleansing, validation, and reconciliation to maintain data accuracy and integrity.
  
• Support system integrations via APIs and automation platforms to enable seamless data flow.
  
• Ensure consistency, accuracy, and reliability of data across tools and systems.
  

Post-Acquisition & Portfolio Enablement

• Assist in standardizing processes across portfolio companies.
  
• Support implementation of systems, reporting, and automation frameworks.
  
• Monitor and evaluate the effectiveness of implemented changes.
  
• Work closely with senior team members on transformation initiatives.
  

Stakeholder Collaboration & Documentation

• Work with founders, leadership, and cross-functional teams.
  
• Translate business problems into tech-enabled (including AI) solutions.
  
• Create documentation (BRDs, FRDs, SOPs, process maps).
  
• Communicate insights and recommendations effectively.
  

Requirements

• 3+ years of experience in Business Analysis, Consulting, Automation, or Digital Transformation.
  
• Strong hands-on experience in building agentic AI workflows.
  
• Experience working with LLMs (OpenAI, Claude, Gemini) and AI-driven use cases.
  
• Experience with workflow automation tools (Make, Zapier, Power Automate, UiPath, etc.).
  
• Strong proficiency in Advanced Excel (formulas, Pivot Tables, dashboards).
  
• Experience in software implementation (CRM, ERP, Helpdesk tools).
  
• Experience with data analysis, data cleansing, and migration.
  
• Understanding of APIs, integrations, and system connectivity.
  
• Strong analytical and problem-solving skills.
  

Preferred / Added Advantage

• Experience building multi-agent systems or autonomous workflows.
  
• Working knowledge of Python or JavaScript.
  
• Experience with tools like Zoho, Freshdesk, Zendesk, QBO, Microsoft Dynamics, SAP, and Jira.
  
• Experience in consulting or multi-company environments.
  
• Familiarity with Agile methodologies.
  

Core Skills

• Strong business + AI translation capability
  
• Hands-on problem solver and builder mindset
  
• Excellent stakeholder communication
  
• Structured analytical thinking
  
• Ability to work in fast-paced, ambiguous environments
  

• Work directly on AI + automation-led transformation projects
  
• Exposure to multiple SaaS businesses across industries
  
• Opportunity to build real-world AI agents (not just theory)
  
• High ownership and a fast growth environment
  

Benefits

• Competitive salary commensurate with experience.
  
• Opportunities for career advancement and professional development.
  
• ​Experience collaborating with a diverse, global team within a remote work setting.