Business Operations and AI Enablement Manager

About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

This role owns the operational engine of the Legal department: how work comes in, how it gets prioritized, how it moves, and how we know whether any of it is working. You will design the intake and triage model, stand up the ticketing and matter management systems behind it, and apply our approved AI and automation tools to take manual effort out of the process.

You will be hands-on. This is not a software engineering role and you will not be writing production code, but you will be in the tools every day: building workflows, wiring automations, configuring AI assistants, and shipping working solutions rather than requirements documents. We are looking for someone who engineers solutions to business problems, meaning you can architect how a process should work, build most of it yourself in low-code and AI platforms, and know exactly when to pull IT in for the parts that need real engineering.

You will report to the Chief Legal Officer and work daily with IT, Security, Product, Revenue Operations, and business stakeholders across the company.

Responsibilities

Intake, triage, and prioritization

• Design and run the intake model: request forms, routing logic, and self-service paths that get requests to the right person the first time
• Build prioritization frameworks that weigh urgency, complexity, business impact, and risk, and apply them consistently
• Establish service-level expectations and hold the process to them
• Maintain visibility into workload, active matters, resource allocation, and team capacity
• Recommend service delivery improvements that increase responsiveness and transparency for the business

Applying AI and automation

• Identify where routine work can be automated or AI-assisted, and prioritize by real impact rather than novelty
• Configure and deploy approved enterprise AI tools against document-heavy and repetitive tasks: request summarization, triage suggestions, document generation, first-pass review, and knowledge retrieval
• Build automated approval workflows, routing rules, notifications, and escalation paths
• Stand up AI-assisted knowledge access so the business can self-serve answers to routine questions
• Stay current on emerging AI capabilities and translate them into practical, production-ready use cases for the team
• Work within our AI governance framework alongside IT, Security, and Compliance, and design in appropriate human review given legal and risk requirements

Process design and governance

• Map and redesign workflows end to end, from intake through completion
• Eliminate friction points and manual handoffs, and build processes that scale with volume
• Develop knowledge management frameworks, operational documentation, training materials, and process governance resources
• Lead change management for new practices, technologies, and service delivery models

Systems and technology

• Serve as the department’s business owner and administrator for core platforms: ticketing, matter management, CLM, e-signature, knowledge management, and collaboration tools
• Define requirements for integrations across Salesforce, Jira, CLM, and adjacent systems, and partner with IT to deliver them
• Partner with…