1. Develop, test and maintain custom GPTs, AI agents and reusable AI-enabled workflows across Marketing, Sales and Client Experience.
•
Identify and prioritize repeatable workflows suited for AI support, including content, campaigns, sales enablement, research, reporting and work management.
•
Lead design, testing and documentation of AI solutions, including use cases, source materials, risks, limitations and human review needs.
•
Build or coordinate GPTs, agents, prompts, templates and workflow accelerators; manage optimization, usage monitoring and retirement.
2. Lead AI strategy, roadmap, governance and Center of Excellence for Marketing, Sales and Client Experience.
•
Translate AI strategy into an actionable roadmap aligned to business priorities, enterprise direction and governance standards.
•
Lead the AI Center of Excellence, including intake, prioritization, use case review, launch readiness and portfolio management.
•
Establish responsible AI standards for approved use cases, risk tiering, content quality, brand alignment, data use and escalation.
3. Design and deliver AI training, enablement and Power User/Champions programs. Develop AI literacy, responsible-use and role-based training; facilitate workshops, office hours and demos; maintain enablement resources; and support champions who model adoption and surface new opportunities.
4. Partner across functions to align AI adoption with business priorities and firm standards. Collaborate with Marketing, Sales, CX, Operations, IT, Innovation, HR/Learning, Legal, Risk, Brand, Information Security and platform owners to coordinate dependencies, support change management and resolve adoption barriers.
5. Measure and report AI adoption, usage, productivity and impact. Define KPIs, establish baselines and report progress, outcomes, risks and opportunities to department leadership.