Title: Portfolio Tooling & AI Enablement Analyst
About the role
This role focuses on improving how Lending work gets done by connecting tools, data, and workflows across the portfolio. It involves integrating ServiceNow, Azure DevOps, and Power BI to support intake, execution, and decision-making, while introducing practical AI solutions.
Responsibilities
Tool Integration & Flow
- Connect ServiceNow, Azure DevOps, and Power BI
- Enable end-to-end visibility from intake to delivery
- Reduce duplication and manual effort
- Create a single view of portfolio work
Portfolio Ways of Working, Governance & AI
- Align tools to support prioritization, sequencing, and delivery governance
- Improve visibility into dependencies, risks, and progress
- Embed agile workflows through consistent tool usage
- Introduce AI into intake, reporting, and planning to improve decisions
AI, Automation & Tool Optimization
- Deliver simple, high-value solutions such as copilots for intake, reporting, and analysis
- Implement automated workflows or agents
- Enable AI-driven insights and dashboards
- Improve tools to support planning, roadmaps, and execution tracking
Enablement & Adoption
- Drive team adoption of tools and AI
- Provide training, templates, and job aids
- Coach teams on applying tools in real scenarios
- Increase consistency and self-service usage
Stakeholder Partnership
- Partner across Product, PMO, and Technology
- Communicate clear, practical solutions
- Continuously improve based on feedback
Qualifications
Experience with Azure DevOps, ServiceNow, Power BI, or similar tools
Experience improving workflow from intake to delivery
Hands-on experience with tool configuration, automation, or AI tools
Strong enablement, communication, and simplification skills
Experience in cross-functional environments
Preferred Qualifications / Certifications
Agile / Lean certifications (e.g., SAFe, Lean Portfolio Management, PMP)
Power BI or similar visualization tools
Experience with low-code / no-code platforms or workflow automation tools
Foundational AI certifications (e.g., Microsoft Azure AI Fundamentals or similar)
Experience building or experimenting with AI agents, copilots, or automation frameworks
Experience building copilots, agents, or automation solutions
Experience in change management, training, or capability development
Benefits
System One offers a comprehensive benefits package including health and welfare benefits coverage options such as medical, dental, vision, spending accounts, life insurance, voluntary plans, and participation in a 401(k) plan. System One is also an Equal Opportunity Employer.