Senior Director / Principal / AVP AI Strategist

Location: Major US hub (e.g., New York, Bay Area, Dallas, Chicago – flexible for the right candidate) Travel Expected
Model: Hybrid – in-person client meetings and internal sessions as required
Travel: Regular travel across North America for key client, partner, and internal meetings
Business Unit: Enterprise AI
Reporting to: Executive Vice President

Company Overview:

Our client is IT Company and they specialized in enabling digital transformation for enterprises and technology providers by delivering seamless customer experiences, business efficiency and actionable insights.

Role Overview

We are seeking a dynamic, business-focused AI leader with strong experience across Finance, Customer Experience, Business Process Transformation, Back-Office Operations, and Data-driven decisioning within the Healthcare and Insurance sectors.

This role requires a startup mindset, the ability to reimagine processes, and the capability to translate AI and Business AI into real business value.

The ideal candidate can confidently engage with CFOs, Finance leaders, Operations executives, and cross-functional teams to drive AI adoption, innovation, and measurable outcomes.

Key Responsibilities

Business, Pre-Sales & Solution Leadership

Lead pre-sales engagements, discovery workshops, and solution demonstrations.
Translate healthcare and insurance business challenges into AI-powered solutions.
Build ROI models, business cases, and financial impact assessments.
Partner with sales teams to shape deal strategy, proposals, and client presentations.
Engage with startup partners, ecosystem players, and innovation teams to co-create solutions.

AI Solutioning & Advisory

Understand AI/ML, GenAI, automation, and data ecosystems.
Design end-to-end AI solutions for finance, claims, underwriting, customer service, and provider operations.
Translate both AI and Business AI concepts into clear business outcomes.
Collaborate with product, engineering, and data science teams to shape solution architecture.
Evaluate data readiness, data quality, and functional domain requirements for AI deployment.

Business Process, Finance & Back-Office Transformation

Analyze and redesign back-office workflows across finance, claims, billing, and customer operations.
Lead transformation across Record-to-Report (R2R), Procure-to-Pay (P2P), Order-to-Cash (O2C), and broader F&A operations.
Reimagine processes using AI, automation, workflow orchestration, and data-driven insights.
Identify inefficiencies and propose innovative, scalable solutions.
Drive operational excellence and continuous improvement programs.
Partner with finance and operations teams to modernize legacy processes and enable digital-first operations.

Customer Experience & Contact Center Transformation

Lead transformation initiatives across customer service, member services, provider support, and contact center operations.
Identify AI opportunities across call deflection, agent assist, knowledge automation, and omnichannel experience.
Improve customer satisfaction, reduce handle time, and enhance operational efficiency using AI and automation.
Partner with CX leaders to design next-generation customer journeys powered by AI.

Executive Stakeholder Engagement

Communicate effectively with CFOs, Finance Directors, Operations leaders, and Customer Experience executives.
Present complex AI concepts in simple, business-friendly language.
Influence decision-making through strong storytelling, financial modeling, and strategic insight.
Build trusted relationships with business and functional leaders.

Startup Mindset & Cross-Functional Collaboration

Operate with agility, ownership, and a bias for action.
Wear multiple hats across pre-sales, solutioning, customer success, and light project oversight.
Thrive in ambiguity and help build scalable processes as the company grows.
Work effectively with startup partners, innovation labs, and emerging technology vendors.

Required Skills & Experience

Business & Industry Expertise

Strong understanding of Healthcare and Insurance (payer, provider, PBM, or health-tech).
Deep familiarity with Finance functions including R2R, P2P, O2C, FP&A, revenue cycle, claims finance, actuarial workflows, and financial operations.
Experience improving customer experience through digital or AI-driven solutions.
Strong business process and back-office transformation experience.
Ability to reimagine processes and drive innovation across functional domains.

AI & Technology Acumen

Working knowledge of AI/ML concepts, GenAI applications, automation, and data ecosystems.
Ability to translate technical capabilities into business outcomes.
Ability to articulate both AI and Business AI to technical and non-technical audiences.
Understanding of data structures, data readiness, and functional domain requirements.

Communication & Presentation Excellence

Exceptional storytelling, presentation, and executive communication skills.
Ability to simplify complex ideas and influence senior stakeholders.
Strong ability to present to C-suite, especially CFO and Finance leadership.

Startup DNA

Self-starter with high ownership and adaptability.
Comfortable building from scratch and iterating quickly.
Thrives in a fast-paced, evolving environment.
Experience working with startups or innovation-driven teams is a plus.

Preferred Qualifications

Experience in pre-sales, solution consulting, business consulting, or value engineering.
Background in healthcare payer/provider, insurance, or financial transformation.
Exposure to AI platforms, automation tools, or data analytics solutions.
MBA or equivalent business/finance experience (preferred but not required).

Preferred Technical Skills

Strong domain knowledge of Healthcare and Insurance (payer, provider, PBM, health tech).
Deep understanding of Finance functions including R2R, P2P, O2C, FP&A, revenue cycle, claims finance, and actuarial workflows.
Working knowledge of AI/ML, Generative AI, automation, and data ecosystems.
Ability to translate AI and digital capabilities into tangible business and financial outcomes.
Familiarity with business process transformation, back-office modernization, and operating model redesign.
Understanding of data structures, data readiness, and functional data requirements.
Exposure to AI platforms, automation tools, analytics, or enterprise technology solutions.
Experience in pre-sales, solution consulting, value engineering, or business consulting is a strong plus.

Preferred Soft Skills

Executive communication and storytelling skills, with the ability to influence C-suite stakeholders, especially CFOs and Finance leaders.
Strong business acumen with the ability to simplify complex technical concepts for non-technical audiences.
Innovative and strategic thinker with a mindset to reimagine processes and drive change.
Startup / builder mentality – high ownership, self-driven, and comfortable with ambiguity.
Ability to operate in fast-paced, evolving environments and iterate quickly.
Strong stakeholder management and presentation skills.
Collaborative, adaptable, and able to work effectively across business, finance, and technology teams.

Nice to haves

Prior experience in pre-sales, solution consulting, value engineering, or business consulting roles. Hands-on exposure to AI platforms, automation tools, analytics solutions, or enterprise data platforms. Background in healthcare payer/provider, insurance, or finance transformation programs.
Experience working with startups, scale-ups, or innovation-led teams, especially in AI or digital transformation contexts. Ability to contribute to go-to-market narratives, solution positioning, or value articulation for senior customers.
Exposure to product thinking or co-creating solutions with engineering and product teams. MBA or equivalent business / finance education.
Experience engaging with CFO organizations on finance modernization, data, or AI-led initiatives. Comfort operating in ambiguous problem spaces where requirements are evolving.

Benefits

Comprehensive Medical Plan Covering Medical, Dental, Vision
Short Term and Long-Term Disability Coverage
401(k) Plan with Company match
Life Insurance
Vacation Time, Sick Leave, Paid Holidays
Paid Paternity and Maternity Leave

Bonus:

In addition, we offer a bonus which is dependent on the achievement of targets by the role holder as well as the organization.

The range displayed on each job posting reflects the minimum and maximum salary target for the position across all US locations. Within the range, individual pay is determined by work location and job level and additional factors including job-related skills, experience, and relevant education or training.

Senior Director / Principal / AVP AI St...