Solutions Consultant

🕒 6 dias atrás

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Humanity Labs

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2025

🤖 Inteligência Artificial

☁️ SaaS

💸 Finanças

Artificial Intelligence • SaaS • Finance

A Humanity Labs é uma empresa que prioriza a inteligência artificial e oferece uma força de trabalho totalmente gerenciada e orientada por IA para empresas de gestão de riqueza e consultores de investimento registrados (RIAs). Automatiza tarefas operacionais manuais e complexas—integração de novos clientes, mapeamento de workflow, treinamento em conformidade, integração com email/CRM, suporte a impostos/sucessão/planejamento—permitindo que consultores humanos se concentrem nos relacionamentos com os clientes, estratégia e crescimento sem contratar mais funcionários ou substituir sistemas. O serviço é integrado, requer pouca supervisão, integra-se aos sistemas existentes e se posiciona como um parceiro para as empresas, aprofundando os relacionamentos com os clientes enquanto amplia suas ofertas. A empresa enfatiza ser uma 'equipe' que não é uma solução pontual, mas que aprende e evolui ao longo do tempo e atende clientes de gestão de riqueza.

Descrição

• Partner with Trust Pillar to engage prospects early in the evaluation process, establishing operational credibility • Lead discovery conversations to understand prospect workflows, pain points, ecosystem, and AI workforce readiness • Establish functional scoping and capability matrices, with proof-of-value scope that accelerates engagement progression • Support solution narratives with accurate, compelling, and well-structured content • Facilitate structured whiteboard sessions and working workshops with partner and prospect functional leads to map current-state and identify outcome opportunities • Apply process analysis frameworks to diagnose workflow complexity, volume, and value impact across all functional areas • Translate unstructured operational conversations into clear process maps, workflow specifications, and prioritized opportunity backlogs • Challenge assumptions constructively and bring a point of view on delegation of work, sequencing, prioritization, and phasing • Build and maintain multi-phase AI Workforce work delegation roadmap for assigned partner accounts, aligned to business objectives and operational capacity • Identify and size expansion opportunities within existing accounts — new functional areas, additional workflows, and increased process depth • Partner with Strategic Partner Directors to present roadmap updates and business cases to partner leadership, operations, and ecosystem stakeholders • Use realized ROI and deployment data to build the case for next phase of capacity investments • Serve as the connective tissue between across functions ensuring solution intent translates accurately through to delivery • Feed insights and partner-observed gaps back to inform the AI workforce roadmap • Contribute to internal knowledge management by capturing reusable solution patterns, workflow libraries, and discovery frameworks

🎯 Requisitos

• 6+ years of experience in solutions consulting, pre-sales engineering, management consulting, or business process advisory roles • Demonstrated experience leading discovery sessions, workshops, or consulting engagements with senior operations stakeholders • Track record of translating complex business processes into structured, delivered outcomes • Experience collaborating with both existing partner and prospect engagement teams within the same role or across adjacent roles

🏖️ Benefícios

• Meaningful autonomy • Backing of the executive team • Accountability for outcomes • Cross-functional collaboration