Job Description:
This is a business analysis and product operations role, not a data science or modeling role. You will not be building models. You will be the person who turns "we think AI could help with this" into a scoped, prioritized, execution-ready piece of work.
About the role
CSI is standing up an internal AI capability that will work across the entire organization in a regulated financial services environment. We've deployed enterprise AI tooling org-wide, and the demand for AI-enabled workflows is growing. This role is key in closing the current gap.
You'll sit at the front door of that demand — running intake, interviewing the people doing the work, documenting how their process actually functions, and shaping requests into specifications a build team can act on. You'll own the backlog that comes out of it, and you'll follow the work through to whether anyone actually used it.
What you'll do
Run AI use case intake
- Serve as the intake point for AI requests from across the business
- Interview stakeholders and document current-state workflows — including the undocumented steps and workarounds
- Write the use case spec: problem, scope, data classification, success measure, effort estimate
- Assess feasibility and business value; recommend prioritization or decline with a reason
Own the backlog
- Maintain a groomed, execution-ready backlog with clear requirements, dependencies, and acceptance criteria
- Run refinement with build partners; hand off work that doesn't require a second discovery pass
- Maintain documentation for delivered capabilities so they can be reused rather than rebuilt
Drive adoption
- Partner with the AI Adoption Manager and department AI Champions on rollout and onboarding for delivered capabilities
- Track usage and adoption; identify where solutions stalled and why
- Feed friction points and expansion opportunities back into the intake pipeline
What we're looking for
- 3–5 years in business analysis, product operations, process improvement, or transformation.
- Bachelor's degree in Business, Operations, Information Systems, or a related field, or equivalent experience.
- Experience with running requirements gathering with non-technical stakeholders, owned a backlog, and written documentation someone else could actually build from.
- Comfortable being the person who says "walk me through what you do on a Tuesday" and then turning that into a specification.
Strongly preferred
- Financial services, banking, or another regulated industry — you've worked inside compliance constraints rather than around them
- Hands-on user of AI tools (Claude, ChatGPT, Copilot) as a working habit, not a curiosity
- Experience in Jira, Confluence, or comparable work management tooling
- Exposure to governance or architecture review processes
This role is not
- A data science, machine learning, or model development role
- A data analytics or BI reporting role
- A software engineering role
As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com
CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary
CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at [email protected] and we will work with you to meet your accessibility needs.
For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)
Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.
Skills Required
- Bachelor's degree in Business, Operations, Information Systems, Analytics, Computer Science, or related field, or equivalent work experience
- 3-5 years of experience in business analysis, product operations, process improvement, transformation, or related roles
- Experience translating business needs into technical or semi-technical requirements, managing work intake or backlogs, and supporting cross-functional delivery
- Familiarity with AI ecosystems, prompt or workflow libraries, connectors, agents, onboarding/enablement, and adoption or ROI tracking
- Strong stakeholder management, prioritization, communication skills, and ability to operate independently in a fast-evolving environment
What We Do
As a forward-thinking technology partner, we accelerate our delivery of cutting-edge solutions to empower our customers’ growth. CSI heavily invests in research and development, product partnerships and strategic acquisitions to provide the most innovative technologies—all while maintaining our service-first mentality. We drive financial institutions and other businesses forward with a variety of services, including: Core Banking With more than 57 years as a leader in core bank processing, CSI’s enterprise banking solutions empower institutions to compete in an open banking environment while growing assets, developing additional revenue streams and reaching new customers by integrating the latest digital technologies. Regulatory Compliance As an established leader in compliance, top global brands trust CSI as their regtech partner and rely on us for our advanced compliance software—including industry-leading fraud and anti-money laundering solutions. Managed Cybersecurity CSI offers cloud-based cybersecurity services, with 24/7 monitoring, real-time incident remediation, seamless compliance integration and industry-leading support for enhanced threat mitigation. IT Management As one of the largest, most trusted managed services partners in the country, we take a consultative approach to IT management to provide a scalable, efficient IT enterprise that supports institutions’ growth and regulatory needs. Document Distribution From digital document delivery to cost-efficient print and mail services, CSI provides a full range of document distribution solutions to help financial institutions stay connected with their customers. Advisory Services CSI’s Advisory Services—which include IT governance, compliance and risk management services—deliver cost-effective solutions that reduce the time and expense of managing security and compliance while ensuring technology is aligned to business objectives.
