Business Process Excellence Specialist

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES • Westlake, OH

2d • Hybrid

About The Position

The Business Process Excellence Specialist supports enterprise-wide process improvement initiatives by collecting procedures, facilitating process mapping, documenting business rules, and maintaining the centralized repository of all process documentation. Leverages artificial intelligence tools to accelerate documentation, analysis, and training development while ensuring all materials remain easily accessible and up to date. Develops training materials and supports cross-functional collaboration to drive operational excellence.

Requirements

• Minimum 3-5 years’ experience in retirement account and/or financial services industries required
• Demonstrated experience working across multiple business units or processing teams preferred.
• Experience with change management or project leadership preferred.
• Intermediate to advanced proficiency in Microsoft Office products (Excel, Word, Outlook, PowerPoint)
• Proficiency with AI tools and platforms to accelerate work, enhance documentation, and develop training materials
• Demonstrated success in problem-solving and analytical thinking
• Experience navigating multiple systems simultaneously
• Effective written and verbal communication skills
• Strong attention to detail and accuracy in documentation and analysis
• Ability to work independently and efficiently manage time
• Strong organizational skills and ability to prioritize multiple tasks

Nice To Haves

• Associate’s degree in business, finance, or related field preferred
• Bachelor's degree preferred
• Experience with learning management systems or training development tools preferred
• Experience with knowledge management systems and document repositories preferred

Responsibilities

• Collects, inventories, and analyzes procedures from across all business units using AI tools to identify gaps, overlaps, and inconsistencies
• Maintains centralized procedure repository with version control, ensuring all materials remain current, accurate, and easily accessible
• Facilitates process mapping sessions with subject matter experts to document workflows and capture business rules
• Develops and maintains AI-enabled training materials that clearly explain processes, business rules, and rationale for both new hires and process updates
• Manages knowledge articles, FAQs, and documentation across platforms including Salesforce to ensure accuracy and accessibility
• Coordinates cross-functional collaboration across Technology, Finance, Compliance, Legal, Risk, Sales, and HR teams
• Supports Change Management Committee meetings and tracks process improvement initiatives through project documentation
• Collects feedback and data on process changes, training effectiveness, and business impact including time saved and client satisfaction

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level