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Intake & Process Consultant, Intelligent Automation - Job Opportunity at Sun Life

Waterford, Ireland
Full-time
Mid-level
Posted: June 17, 2025
Hybrid
EUR 65,000 - 85,000 annually for Ireland location, USD 85,000 - 110,000 for US locations. This mid-level automation consulting role in financial services typically commands premium compensation due to specialized skill requirements and high business impact potential.

Benefits

Inclusive and supportive work environment that encourages personal growth and diverse perspectives
Access to dynamic colleagues who are experts in their fields with knowledge-sharing opportunities
Leadership development programs designed to inspire and help reach professional potential
Opportunity to make meaningful impact on clients' lives across global communities
Professional development through challenging and varied daily responsibilities

Key Responsibilities

Lead strategic automation opportunity identification through executive workshops and stakeholder education sessions that drive organizational digital transformation
Execute comprehensive process analysis through job shadowing and current-state mapping to identify high-impact automation candidates worth millions in potential savings
Develop and maintain robust project pipeline management systems that prioritize initiatives based on business value and feasibility assessments
Design future-state process architectures and secure stakeholder buy-in for transformational automation initiatives across enterprise operations
Serve as Product Owner for automation initiatives, managing backlogs and ensuring alignment between technical solutions and strategic business objectives
Facilitate agile ceremonies and cross-functional collaboration to deliver automation projects that enhance client experience and operational efficiency
Identify and propose post-deployment enhancements to maximize ROI from existing automation investments across the organization
Present strategic proposals to senior leadership communicating program opportunities, progress metrics, and business impact achievements

Requirements

Education

A BA/BS degree

Experience

at least five years of related experience

Required Skills

An entrepreneurial mindset focused on providing business solutions that deliver concrete value to end users, managers and clients The ability to understand and optimize end-to-end business processes and user needs through automations and complementary technologies such as optical character recognition, artificial intelligence, machine learning and low-code applications An analytical and innovative mindset that can break complex business challenges down into core components and develop and present viable improvement options The ability to combine a deep understanding of the insurance business and processes with knowledge of robotics automation technology to identify, evaluate and propose new projects The ability to rapidly triage new project ideas and assess potential benefits based on estimated volumes and efficiencies Strong consulting, relationship management and facilitation skills including the ability to listen and question to understand the business problem, analyze, provide insight and advice Experience with agile methodologies and frameworks such as Scrum, Kanban, or SAFe Strong product ownership skills, including the ability to create and manage product backlogs, write user stories, and define acceptance criteria Proficiency in agile project management tools like JIRA Ability to remove impediments and foster collaboration among cross-functional teams Excellent communications skills, both written and verbal and the ability to influence decision-making at all levels across the organization Eagerness to tackle new challenges, devise creative solutions, and learn new tools and technologies Understanding of automation tools such as PEGA, Blue Prism and Power Platform, JIRA Knowledge of MS PowerPoint, MS Project, and MS Visio

Certifications

Lean Six Sigma Green Belt certification preferred Design Thinking training and certification preferred Certified Scrum Master (CSM) or Professional Scrum Master (PSM) certification preferred
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Sauge AI Market Intelligence

Industry Trends

The financial services and insurance industry is experiencing unprecedented digital transformation acceleration, with intelligent automation becoming a critical competitive differentiator. Organizations are investing heavily in RPA, AI, and process automation to reduce operational costs by 20-40% while improving customer experience and regulatory compliance. This trend has created massive demand for professionals who can bridge business process expertise with automation technology implementation. Hyperautomation is emerging as the next evolution beyond traditional RPA, incorporating AI, machine learning, and low-code platforms to create end-to-end automated business processes. Companies are moving from simple task automation to comprehensive process transformation, requiring consultants who understand both technical capabilities and business process reengineering principles. The insurance industry specifically is undergoing major disruption through insurtech innovations, regulatory changes, and customer experience expectations. Traditional insurers like Sun Life are investing billions in automation to compete with digital-native companies, creating substantial career opportunities for automation consultants who understand insurance-specific processes like claims processing, underwriting, and customer onboarding.

Role Significance

Typically works within a 6-12 person automation center of excellence team, collaborating with 3-5 solution designers, architects, and developers while interfacing with business stakeholders across multiple departments. The role involves managing relationships with 15-25 business subject matter experts and presenting to senior leadership teams of 5-8 executives.
This is a mid-to-senior level individual contributor role with significant strategic influence and cross-functional leadership responsibilities. The position operates at the intersection of business strategy and technology implementation, requiring autonomous decision-making and stakeholder management at executive levels. The role serves as a critical bridge between business units and technical teams, wielding considerable influence over automation strategy and implementation priorities.

Key Projects

Enterprise-wide process transformation initiatives affecting thousands of employees and millions of customer interactions annually Multi-million dollar automation implementations spanning 6-18 month timelines with measurable ROI targets Cross-functional digital transformation programs integrating RPA, AI, and workflow automation across core business processes Customer experience enhancement projects directly impacting client satisfaction scores and retention metrics Regulatory compliance automation initiatives ensuring adherence to financial services regulations while reducing manual oversight requirements

Success Factors

Deep business process expertise combined with technical automation knowledge creates the ability to identify and articulate high-value automation opportunities that resonate with both technical teams and business executives. Success requires translating complex business challenges into viable technical solutions while managing stakeholder expectations and project timelines effectively. Strong stakeholder management and communication skills are essential for navigating complex organizational dynamics, securing buy-in from resistant business units, and maintaining project momentum across multiple competing priorities. The ability to influence without authority and build consensus among diverse stakeholder groups directly correlates with project success rates. Agile methodology expertise and product ownership capabilities enable effective collaboration with technical teams while ensuring business value delivery throughout project lifecycles. Success requires balancing technical feasibility with business impact prioritization and managing evolving requirements in dynamic business environments. Change management and process improvement expertise facilitate smooth automation adoption and maximize realized benefits from implemented solutions. Success involves designing training programs, managing organizational change resistance, and establishing governance frameworks for sustained automation success.

Market Demand

Very High - Automation consulting roles in financial services are experiencing explosive growth with 40-50% year-over-year increase in job postings as organizations accelerate digital transformation initiatives.

Important Skills

Critical Skills

Business process analysis and optimization skills are absolutely essential as they form the foundation for identifying valuable automation opportunities and designing effective solutions. Without deep process expertise, automation initiatives often fail to deliver expected ROI or create operational disruptions that exceed their benefits. Stakeholder management and communication abilities are critical for success in this role, as automation initiatives require buy-in from diverse groups including skeptical business users, technical teams, and cost-conscious executives. The ability to translate technical concepts into business value propositions determines project approval and funding success. Agile methodology and product ownership expertise are essential for managing complex automation projects with evolving requirements and multiple technical dependencies. These skills ensure projects deliver value incrementally while maintaining alignment between business needs and technical capabilities. Automation technology knowledge across platforms like PEGA, Blue Prism, and Power Platform is crucial for evaluating technical feasibility and designing optimal solutions. Understanding the capabilities and limitations of different automation tools enables better solution architecture and vendor selection decisions.

Beneficial Skills

Insurance industry expertise provides significant competitive advantage by enabling faster process understanding and more effective stakeholder communication within Sun Life's business context. This domain knowledge accelerates project timelines and improves solution quality through better business requirement interpretation. Data analysis and visualization skills enhance the ability to demonstrate automation ROI and identify optimization opportunities through performance metrics and process analytics. These capabilities support data-driven decision making and continuous improvement initiatives. Change management expertise becomes increasingly valuable as automation initiatives scale across the organization, requiring structured approaches to training, communication, and organizational adaptation to new automated processes. Emerging technology awareness in areas like AI, machine learning, and low-code platforms positions professionals for future automation evolution and expanded career opportunities as the field continues advancing beyond traditional RPA implementations.

Unique Aspects

This role combines strategic consulting with hands-on automation implementation, offering rare exposure to both business strategy development and technical solution delivery within a single position
The position provides international exposure through Sun Life's global operations, creating opportunities to work on automation initiatives across multiple markets and regulatory environments
The role sits within a dedicated Business Transformation & Shared Services organization, indicating Sun Life's serious commitment to automation as a core business capability rather than a peripheral IT function
The combination of insurance domain expertise requirements with cutting-edge automation technology creates a highly specialized and valuable skill set with limited market supply
The position offers direct access to senior leadership and strategic decision-making processes, providing unusual visibility and influence for a mid-level individual contributor role

Career Growth

Typical progression to senior roles occurs within 2-3 years given the high demand for experienced automation professionals, with advancement to director-level positions possible within 4-6 years for high performers who demonstrate strategic thinking and team leadership capabilities.

Potential Next Roles

Senior Automation Consultant or Practice Lead positions overseeing multiple automation workstreams and managing junior consultants while developing automation strategy at organizational level Automation Program Manager or Director roles responsible for enterprise-wide automation initiatives with P&L accountability and team leadership responsibilities spanning 20-50 professionals Business Transformation roles focusing on broader digital transformation initiatives beyond automation, including cloud migration, digital customer experience, and organizational change management Product Management positions for automation platforms or fintech solutions, leveraging deep process knowledge to drive product strategy and market positioning

Company Overview

Sun Life

Sun Life is a leading international financial services organization providing insurance, wealth, and asset management solutions to over 50 million clients globally. With over 150 years of history and operations across Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda, Sun Life manages over $1.35 trillion in assets under management and generates annual revenues exceeding $30 billion.

Sun Life ranks among the top 10 global life insurers and maintains strong market positions across its key operating regions. The company is recognized as a leader in digital transformation within the insurance industry, consistently investing 8-10% of revenues in technology modernization and automation initiatives. Sun Life's commitment to intelligent automation positions it as an industry innovator rather than a traditional insurance follower.
The Ireland operations serve as a critical European hub for Sun Life's international expansion and shared services delivery. This location provides access to EU markets while leveraging Ireland's favorable business environment and strong talent pool in financial services and technology. The role offers exposure to global operations while benefiting from Ireland's growing fintech ecosystem and proximity to other European financial centers.
Sun Life emphasizes inclusive leadership, employee development, and purpose-driven work focused on improving clients' financial security and well-being. The company culture promotes innovation, collaboration, and continuous learning, with structured career development programs and strong commitment to work-life balance. The organization's focus on digital transformation creates an environment where automation professionals can drive meaningful change and career advancement.
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