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# TMG - Director, AI and Technology and Enablement

- **Company:** The Miles
- **Location:** New York, United States (Remote available)
- **Experience:** Expert
- **Salary:** $160,000.0 - $210,000.0
- **Contract:** Permanent contract
- **Skills:** Artificial Intelligence, Business Systems, Knowledge Management, Salesforce.Com, Salesforce Communities, Enterprise Software Applications, Tools for Reporting
- **Published:** August 4, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=fd2f080164deaf94

## About the Role

* 8-10 years of experience in business systems, technology enablement, operations, revenue operations, CRM operations, AI workflow enablement, consulting operations, or related fields.
 * Bachelor's degree or equivalent experience required.
 * Proven track record of working with Salesforce, including workflow improvement, reporting inputs, adoption support, or business requirements gathering.
 * Demonstrated ability to translate business needs into requirements for technical teams or third-party partners.
 * Demonstrated success in supporting technology implementation, system enhancements, user testing, training, or adoption efforts.
 * Exposure to AI-enabled tools, automation, knowledge-management systems, or workflow improvement tools strongly preferred.
 * Experience in professional services, consulting, executive search, leadership advisory, or another relationship-driven business required.
 * Proven ability to collaborate with senior stakeholders, business users, vendors, and technical partners., * Systems-oriented; naturally see how tools, data, workflows, and user behavior connect and where the gaps are.
 * Translate business needs into clear implementation requirements without over-engineering the solution.
 * Disciplined project management: track workstreams, dependencies, timelines, and follow-though across multiple priorities without losing momentum.
 * Sound judgment around usability, adoption, confidentiality, and business impact.
 * Effective communication skills; able to explain technical or workflow topics clearly to non-technical users.
 * Curious and forward-looking AI, technology-enabled workflows, and how tools can improve professional-services work.
 * Collaborative and service-oriented; earn trust across senior leaders, analysts, IT, shared services, and external vendors.
 * Thrive in an environment where the path is not fully defined and help bring structure to ambiguity rather than waiting for it.
 * Practical and solutions-oriented; focused on tools and workflows that work easier, clearer, and more effectively.

## Description

TMG is investing in the systems, workflows, and AI-enabled tools that will allow us to operate at a higher level with greater visibility, efficiency, and consistency across business development, client service, and firm operations. The Director, AI and Technology Enablement, will play a critical role in the execution of that effort.
The role will focus on Salesforce enhancements, AI-enabled workflows, growth systems, and the data and process infrastructure that connects them. Day-to-day that means translating business needs into clear requirements, workflows, testing plans, and adoption materials - and working with relevant internal and external partners to build and drive adoption and use.
This is not a pure technology role. It is a role for someone who understands how a high-touch, relationship-driven professional services firm works and who can bridge effectively between business stakeholders and technical partners. You will report to the VP of Growth Operations and Enterprise Systems and work closely with the Head of Growth, the Head of Client Strategy, IT, shared services, and third-party vendors. The connective tissue matters as much as the execution.
You are systems-oriented, organized, and genuinely curious about AI and technology - and know that in an environment like TMG, tools only work if they are useful, intuitive, and grounded in how people work., Business Technology Execution

 * Translate growth, client-service, and operating priorities into clear technology requirements, workflows, user needs, and implementation plans.
 * Partner with the VP of Growth Operations and Enterprise Systems to sequence technology-enabled workstreams and ensure progress against agreed priorities.
 * Serve as the connective tissue between business stakeholders, IT, shared services, and third-party partners.
 * Ensure technology work is grounded in practical use cases that improve how TMG operates, supports growth, and serves clients.
 * Track open items, decisions, dependencies, testing needs, and rollout requirements across technology-enabled initiatives.

Salesforce Workflow and Data Logic

 * Support Salesforce enablement tied to growth, account visibility, relationship intelligence, resource planning, and reporting.
 * Define business requirements for fields, workflows, data capture, dashboards, reporting inputs, and user experience improvement.
 * Partner with internal users and external vendors to identify pain points, adoption barriers, and opportunities to improve usability.
 * Support data-quality efforts by clarifying what information needs to be captured, by whom, and how it will be used.
 * Ensure Salesforce workflows connect to the firm's broader operating cadences, reporting needs, and decision-making rhythms.

AI Tools and Tech-Enabled Workflows

 * Support the adoption of AI-enabled tools across business development, knowledge management, account intelligence, reporting, and client-service workflows.
 * Identify and prioritize AI use cases that create real, practical, leverage for the business.
 * Translate AI opportunities into clear workflows, prompts, testing plans, feedback loops, and adoption materials.
 * Partner with internal stakeholders and external partners to test, refine, and roll out AI-enabled capabilities.
 * Maintain a practical focus on usability, quality, confidentiality, and business impact.

Vendor Coordination and Implementation Support

 * Coordination with third-party partners on requirements, timeliness, testing, feedback, issue solution, and implementation and follow-through.
 * Prepare vendors for business conversations by providing clear context, requirements, and priorities.
 * Track vendor deliverables, open questions, dependencies, and next steps; escalate risks or execution concerns proactively.
 * Support testing and user feedback processes to ensure enhancements are practical and aligned with business needs.

Adoption, Training, and User Support

 * Develop user guidance, training materials, workflow documentation, and adoption support for new or enhanced tools.
 * Support business users in understanding how to use Salesforce, AI tools, and related systems in ways that drive growth, client service, and reporting.
 * Gather user feedback; identify friction points and opportunities for improvement.
 * Support rollout planning so new tools and workflows are introduced thoughtfully and with appropriate change-management support.
 * Help reinforce consistent use of systems without creating unnecessary complexity.

Data, Workflow, and Process Improvement

 * Map current-state workflows and identify opportunities to reduce manual effort, duplication, or unclear ownership.
 * Connect data logic across Salesforce, reporting tools, AI-enabled workflows, and knowledge-management system.
 * Support improvements that make information easier to capture, find, report, and use.
 * Partner with the VP of Growth Operations and Enterprise Systems and relevant stakeholders to ensure data and workflow improvements support accounting planning, BD enablement, reporting, and leadership visibility.
 * Bring a continuous improvement mindset to how growth is used, maintained, and evolved., This is an opportunity to help shape how a highly regarded leadership advisory firm uses technology, AI, and systems to support its next stage of growth. You will work closely with business leaders, operators, and external vendors to turn growth and technology priorities into practical workflows that improve visibility, efficiency, knowledge-sharing, and client-service support across the firm. The work requires curiosity, judgment, organization, and follow-through along with an appreciation for the high-touch, confidential, and relationship-driven nature of TMG's work.


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