The AI Transformation Consultant will lead executive workshops, operational discovery and AI assessments forprospective and existing clients. The consultant’s responsibility is not to sell AI tools indiscriminately. It is tounderstand how the client operates, identify high-value problems and convert those findings into a prioritizedtransformation roadmap and credible business case.

This is a senior, client-facing consulting and pre-sales position. The successful candidate will be equally comfortableinterviewing a business owner, mapping an operational workflow, quantifying an opportunity and presentingrecommendations to senior decision-makers.

Key responsibilities

Executive workshops

Conduct structured AI opportunity workshops for U.S. SMB owners and leadership teams.

Educate clients on practical applications of AI, automation, knowledge systems and process redesign.

Help clients distinguish valuable business use cases from low-value experimentation.

Facilitate discussions across business owners, functional leaders and operational users.

Adapt workshop examples to different industries without relying on generic AI demonstrations.

Discovery and process diagnosis

Conduct structured interviews with executives, department heads and process owners.

Understand the client’s business model, workflows, systems, constraints and growth objectives.

Identify bottlenecks, repetitive activities, information gaps, decision delays and customer experience issues.

Document current-state processes and define the business outcomes expected from improvement.

Separate problems requiring process redesign from those that genuinely benefit from automation or AI.

AI prospect assessment

Produce prioritized AI transformation assessments covering approximately three to seven opportunities.

Score opportunities based on business value, implementation feasibility, risk, data readiness and time toimpact.

Develop current-state and future-state process maps with support from the AI Solutions Consultant.

Estimate potential time savings, cost reduction, capacity creation, revenue impact and customer experienceimprovements.





Create a phased roadmap that distinguishes quick wins from longer-term transformation initiatives.

Commercial conversion

Present assessment findings to client decision-makers in a persuasive, evidence-based format.

Connect recommendations to the client’s financial and strategic priorities.

Position Vserve implementation services as the natural next step without compromising the independence ofthe assessment.

Work with sales leadership to shape implementation offers, pricing and proposals.

Support approximately five to eight completed assessments per month.

Maintain disciplined follow-up until the opportunity is converted, deferred or closed.

Internal capability development

Build reusable discovery questionnaires, workshop modules, assessment frameworks and industry-specificuse-case libraries.

Capture recurring client problems and convert them into repeatable Vserve service offerings.

Train business development and account management teams to recognize qualified AI transformationopportunities.

Improve the assessment methodology based on implementation results and client feedback.

Expected deliverables For each qualified client engagement:

Executive AI opportunity workshop

Stakeholder interview notes and discovery transcript

Current-state process analysis

Prioritized AI and process-improvement opportunity matrix

High-level future-state workflows

Indicative ROI and business case

Ninety-day action plan and longer-term roadmap

Executive assessment presentation

Implementation opportunity brief for the Vserve delivery team

Required experience and capabilities

Eight or more years in management consulting, business transformation, process excellence, enterprise pre-sales, digital transformation or a comparable client-facing role.

Strong experience interviewing senior executives and operational stakeholders.





Demonstrated ability to understand unfamiliar businesses quickly.

Excellent process analysis, problem structuring and facilitation skills.

Ability to translate operational problems into quantified business cases.

Strong executive communication, presentation and consultative-selling skills.

Working knowledge of generative AI, workflow automation, knowledge systems and modern SaaS platforms.

Ability to use AI tools productively for research, analysis, synthesis and deliverable creation.

Experience serving U.S. clients and communicating within a U.S. business context.

Excellent spoken and written English.

Preferred background

Candidates may come from

Management or technology consulting

Digital transformation advisory

Process excellence or business process management

SaaS or automation pre-sales

Business analysis with senior client-facing responsibility

Intelligent automation or AI consulting

Experience in one or more SMB-intensive sectors—professional services, distribution, e-commerce, retail, healthcareadministration, real estate, logistics or financial services—is advantageous.

What this role is not A lead-generation or cold-calling role A generic account executive position A data scientist or software development position A product demonstration role centered on a single platform A “prompt engineer” position

Success measures

Five to eight high-quality assessments completed monthly by the pod

Percentage of workshops progressing to formal assessments

Percentage of assessments converting into paid implementation engagements

Qualified implementation pipeline created

Average projected and realized client value

Assessment turnaround time and client satisfaction

Reusability and quality of the methodologies developed

Accuracy of discovery findings compared with implementation-stage findings

Pay: ₹2,400,000.00 - ₹3,000,000.00 per year

Benefits

- Flexible schedule

Experience:
- business transformation: 8 years (Required)
- enterprise pre-sales: 8 years (Required)

Shift availability:
- Night Shift (Required)

Work Location: In person

📌 AI Transformation Consultant – Pre-Sales & Discovery (Coimbatore)
🏢 Sarvajith Infotech
📍 Coimbatore