TMG - Director, AI and Technology and Enablement

Director, AI and Technology and Enablement

About TMG

The Miles Group (TMG) is a leadership advisory firm dedicated to developing exceptional talent – from the C-suite to the next generation of leaders – at some of the world’s most prestigious companies. Our clients trust us as truly independent, unbiased advisors, tailoring every engagement to their unique culture and context. We serve organizations through executive coaching, succession, executive assessment, board advisory, and strategic team offsites.

About the Role

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.

Key Responsibilities

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 rol