Associate, Process Automation

Point B helps organizations adapt and thrive as technology, AI, and constant disruption reshape how work gets done. For more than 30 years, we’ve connected strategy, execution, and technology so teams, systems, and decisions can move together under pressure. This work helps clients drive growth, improve operational efficiency, and accelerate time to value. We don’t stop at recommendations. We stay with the work through delivery to turn plans into measurable progress and lasting results.

Job Summary The Associate is an onsite client-facing role responsible for leading discrete workstreams supporting process improvement, intelligent automation, and AI-enabled transformation initiatives. Associates independently perform analysis, facilitate client working sessions, develop recommendations, and collaborate with business and technical teams to design solutions that improve operational performance.

Responsibilities Decision Making & Influence

• Independently manage assigned workstreams and deliver high-quality client outcomes with limited oversight.
• Prioritize work, identify risks, and recommend practical solutions to engagement leadership.
• Manage project activities, timelines, and deliverables for assigned workstreams.

Client Service Delivery

• Facilitate client interviews, workshops, and working sessions to understand business objectives and operational challenges.
• Analyze business processes, operating models, data, and technologies to identify improvement opportunities.
• Develop future-state process designs and implementation recommendations.
• Prepare executive-ready deliverables, business cases, roadmaps, and presentations.
• Coordinate effectively across client stakeholders, technical teams, and engagement leadership.
• Support implementation planning, organizational readiness, and adoption activities.

Capability-Specific Examples (IO - Automation & AI)

• Lead process discovery and operational assessments to identify automation and AI opportunities.
• Evaluate business processes for automation feasibility, value, complexity, and implementation readiness.
• Translate business requirements into functional specifications, user stories, and solution requirements.
• Partner with technical teams to design, configure, test, and deploy automation solutions.
• Support process mining, workflow redesign, and operational analytics activities.
• Develop automation business cases, value assessments, and implementation roadmaps.
• Help clients redesign work by integrating AI, automation, data, and process improvements into future-state operations.
• Support governance, change management, and user adoption activities throughout implementation.

Business Development

• Support proposal development and client pursuits.
• Identify client needs and connect opportunities to Point B capabilities.
• Build trusted client relationships through exceptional service delivery.

Leadership

• Mentor Analysts by providing coaching, feedback, and day-to-day guidance.
• Foster collaboration across engagement teams.
• Demonstrate ownership, initiative, and accountability for client outcomes.
• Consistently demonstrate Point B values.

Intellectual Capital

• Contribute to development of methodologies, playbooks, accelerators, and thought leadership.
• Continue building expertise in AI, automation, enterprise technologies, and operational transformation.
• Share lessons learned and leading practices across the capability.

Required Qualifications

• B.A. or B.S. degree required; MBA preferred.
• 2+ years of consulting, business transformation, operations, process improvement, automation, technology implementation, or related experience.
• Ability to work on-site as requested.
• Ability to work remotely.
• Ability to travel up to 80%.
• Ability to work non-standard work hours as necessary.

Desired Qualifications

• Experience supporting or leading workstreams on consulting engagements or business transformation initiatives.
• Experience documenting business requirements, process maps, operating procedures, or functional specifications.
• Working knowledge of process improvement methodologies (Lean, Six Sigma, BPM, Design Thinking, etc.).
• Exposure to AI, intelligent automation, process mining, low-code platforms, enterprise applications (ERP, CRM), or workflow technologies.
• Familiarity with Agile, SDLC, or product delivery methodologies.
• Strong analytical and problem-solving skills with experience translating business challenges into actionable recommendations.
• Experience analyzing operational or process data using tools such as Excel, Power BI, Tableau, SQL, or similar technologies.
• Experience collaborating with both business and technical stakeholders.
• Excellent written, verbal, and presentation skills.
• Experience working in one or more industries such as Healthcare, Life Sciences, Financial Services, Manufacturing, Consumer Products & Retail, or similar industries.

Compensation & Benefits The estimated salary range for this role is $69,000- $138,000 USD per year. This salary range is provided as required by local and state law as applicable. Individual salaries vary on a number of factors including but not limited to geography, skills, education, experience and unique qualifications where applicable.

Bonuses are awarded at Point B’s discretion and are based upon individual contributions and overall firm performance.

Employees hired on or after October 1 are not eligible to participate in the current year’s bonus or merit increase cycle. Eligibility will begin with the following performance cycle, in accordance with company policy

Intrigued To Learn More? When you apply, a member of our Talent Acquisition team will personally review your information. If your experience could be a match, we’ll contact you with next steps.

Why Join Point B? At Point B, you’ll own meaningful work from day one, contribute your perspective, and stay connected to the outcomes you help create. As you build expertise through hands-on experience, coaches and leaders will support your growth and help you take on what’s next. Point B also offers flexible work options and competitive benefits, including medical, dental, and vision coverage, a 401(k), paid time off, paid sick leave, and an employee assistance program, within a culture consistently recognized as one of the best places to work.

Point B is an equal-opportunity employer committed to a diverse workforce. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You can read more about our commitment to diversity on our website.

Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at [email protected] or 206-517-5000 to request and arrange for accommodations through the application and/or recruiting process. If you need assistance to accommodate a disability or religious observance, you may request an accommodation at any time. Please note: This mailbox is only for accommodation requests or questions. Please use the Contact Us form for any recruiting inquires.

Legal Information for Job Seekers can be accessed on our Careers Website.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.