TechnologyNow is building governed AI workflow products for enterprise buyers in Mexico and Latin America. The first BFSI workflow product will focus on high volume operational workflows such as onboarding, Know Your Customer, KYC, document intake, exception routing, compliance handoff, and related case assembly processes. A second product path may later extend into insurance claims or adjacent regulated workflows. You will bring deep functional knowledge of how BFSI operations work in practice. You will help shape product direction, client discovery, workflow design, pilot requirements, and reuse across customers. You will work with product, engineering, data, and commercial teams to turn regulated business workflows into repeatable workflow solutions with strong control models. This is not a generic consulting role. This is a workflow design and product shaping role for regulated operations. Key Responsibilities Define target workflows for the BFSI product strategy. Map current state and target state workflows for onboarding, KYC, compliance handoff, case assembly, exception routing, and related processes. Identify bottlenecks, handoffs, decision rules, approval points, and audit needs. Translate business process knowledge into clear workflow requirements for product, data, engineering, and governance teams. Help define the first MVP workflow scope for founding workflow partners in banking, fintech, or insurance. Support client discovery calls, workflow workshops, and product positioning conversations. Define which parts of the workflow can be standardized and which must remain configurable. Define business rules, control logic, user roles, approval steps, and success criteria for pilots. Work with technical teams to validate that workflow designs can operate with available data, systems, and compliance expectations. Help create product collateral, workflow blueprints, use case narratives, and client facing messaging for BFSI solutions. Support pilot reviews and recommend product improvements based on client feedback, control needs, and operational results. Act as the voice of the regulated business workflow inside product decisions. Primary Workflow Areas Customer onboarding KYC, Know Your Customer Know Your Business, KYB Document intake and verification Fraud and alert triage Compliance handoff Case assembly and exception routing Loan operations support Claims intake and triage, for insurance as a possible second phase Operational review workflows in regulated environments Candidate Profile You should have 10 to 15 years of experience in banking, fintech, insurance, or related BFSI operations. You should have held roles such as: Head of Onboarding Operations KYC Operations Lead Fraud Operations Manager Compliance Operations Lead Digital Banking Process Owner Loan Operations Transformation Lead Claims Operations Leader Insurance Process Transformation Manager Operations Excellence Lead in a regulated institution You should have direct experience owning or redesigning regulated workflows, not just advising on them. You should be able to explain how cases move from intake to review to approval, where delays happen, where false positives or rework appear, and what control points must remain intact. Required Experience Deep functional knowledge of BFSI operational workflows. Direct process ownership experience in at least one major regulated workflow. Experience in workflow redesign, operating model improvement, or compliance process transformation. Experience working across operations, risk, compliance, technology, and business teams. Experience defining approval logic, exception handling, and audit requirements. Strong understanding of systems used in these workflows, such as core banking platforms, claims systems, case management tools, document systems, identity tools, workflow tools, and compliance systems. Ability to work with product managers, data teams, and engineers without losing control discipline. Strong communication skills in executive and workshop settings. Preferred Experience Experience in both banking and fintech, or insurance and digital claims. Experience in highly regulated environments with strong audit requirements. Experience supporting platform or product design for operational workflows. Exposure to AI, analytics, machine learning, or workflow automation initiatives in BFSI. Experience working with large enterprise accounts in Latin America. Core Skills Workflow design Process mapping Decision and approval logic Operational metrics Executive communication Workshop facilitation Requirements translation Cross functional collaboration Product shaping Regulated process standardization What Success Looks Like in the First 90 Days You define the top three BFSI workflow candidates for productization. You recommend the best first workflow for the initial product release. You produce one clear end to end workflow blueprint with approvals, exception paths, control points, and audit requirements. You support at least three client or prospect discovery conversations with strong workflow insight. You help define the first MVP scope for BFSI. You improve the quality of product messaging and workflow credibility in regulated client conversations. Key Performance Measures Quality of workflow blueprints Strength of control and approval design Fit of selected workflow to market demand Speed to MVP definition Client credibility in discovery meetings Reusability of workflow design across accounts Operational clarity of pilot metrics What We Are Looking For Personally You are practical. You understand regulated operations. You can explain complex workflows in simple language. You can separate what should stay human led from what can move into a governed workflow product. You can work with executives and technical teams with equal credibility. You care about outcomes, controls, and adoption. #J-18808-Ljbffr