Navsan
Website:
navsan.com
Job details:
Experience & Qualifications
Required
- 12+ years of professional experience.
- Meaningful experience in Finance Operations, Business Operations, Shared Services, Global Business Services, BPO or a comparable operational environment.
- Strong understanding of administrative and transactional finance processes; experience across areas such as AP, AR, billing, collections, cash application, reconciliations and reporting is highly desirable.
- Strong hands-on experience using Generative AI tools, particularly Microsoft Copilot and ChatGPT, in a business environment.
- Demonstrated ability to identify practical AI use cases and translate technology into improvements in day-to-day work.
- Strong training, facilitation, coaching, presentation and stakeholder-engagement capabilities.
- Experience working with global and geographically distributed teams.
- Excellent written and verbal English communication skills.
- Ability and willingness to work flexible shifts when required to engage teams across global time zones.
- Ability to work independently and effectively in a remote / work-from-home environment.
Preferred / Advantageous
- Experience leading technology adoption, change management, process improvement or transformation initiatives.
- Experience in a global shared-services, professional-services, insurance, financial-services or business-services organization.
- Knowledge of Microsoft Copilot Studio, Power Automate or Power Platform.
- Understanding of AI agents and workflow automation.
Key Responsibilities
1. AI Adoption & Practical Enablement
- Lead practical adoption of Microsoft Copilot, ChatGPT and other approved Generative AI tools across global teams.
- Deliver engaging, hands-on workshops, demonstrations, learning sessions, office hours and individual coaching.
- Teach employees how to use AI effectively for their actual work rather than relying on generic AI examples.
- Develop role-based prompting techniques, reusable prompts, templates, workflows and practical guidance.
- Help employees progress from basic AI usage to integrating AI into their normal day-to-day work.
- Make Generative AI understandable and accessible to employees with different levels of technical proficiency.
2. Finance, Operations & Shared Services Use Cases
Work directly with business teams to identify and implement practical AI opportunities across activities such as:
- Accounts Payable and invoice-related activities
- Accounts Receivable, collections and cash application
- Billing and invoicing
- Reconciliations and data validation
- Financial and operational reporting
- Administrative and shared-services activities
- Email drafting, summarization and communication management
- Meeting preparation, notes and follow-up actions
- Research, information synthesis and document review
- Standard operating procedures, process documentation and knowledge management
- Process analysis, root-cause analysis and continuous improvement
The individual must understand the underlying process and business objective before recommending an AI solution.
3. Use-Case Discovery & Scaling
- Partner with teams to discover high-value AI opportunities and prioritize them based on practicality and business impact.
- Convert business problems into practical Copilot, ChatGPT or AI-enabled approaches that employees can use themselves.
- Build and maintain a reusable library of proven AI use cases, prompts, playbooks and examples.
- Develop function-specific AI playbooks for Finance, Operations, Shared Services and other corporate functions.
- Identify successful practices in one team or region and scale them across the global organization.
- Partner with technology or automation teams when a use case requires a more advanced solution, workflow or agent.
4. Global Engagement & Facilitation
- Work with employees and leaders across North America, Europe, Asia and other regions.
- Operate flexibly across shifts and time zones to support a global workforce.
- Build credibility with both operational employees and senior business leaders.
- Adapt communication, examples and facilitation style for different cultures, functions and levels of AI maturity.
- Create and support a global network of AI champions or power users who can reinforce adoption locally.
- Communicate AI concepts in simple business language and inspire employees to experiment responsibly.
5. Change Management & Continuous Improvement
- Drive behavioral change so that employees move from learning about AI to consistently using it to improve their work.
- Identify barriers to adoption and develop practical interventions to address them.
- Create communications, learning journeys and engagement activities that sustain adoption.
- Capture and communicate success stories that demonstrate tangible business value.
- Bring a continuous-improvement mindset and challenge traditional ways of working where AI can provide a better approach.
6. Measurement & Business Impact
Success will be measured by business outcomes, not simply the number of training sessions delivered. The role will establish and track measures such as:
- AI adoption and active usage
- Employee proficiency and confidence
- Number of practical use cases implemented
- Hours of work or capacity saved
- Reduction in repetitive/manual activities
- Productivity, quality or cycle-time improvements
Click on Apply to know more.
