Location: HRBR Layout, Bangalore
Work mode: On-site
Role type: Full time
Experience: 4 years

ROLE SUMMARY
Insight Consultants is hiring a Finance Tech Lead who owns client relationships and also builds the
automation and AI solutions those clients buy. This is a hybrid seat: half the job is talking to clients and
translating their messy processes into scope, the other half is building and shipping the fix (workflows,
integrations, and AI agents).

RESPONSIBILITIES

Account management

• Own day-to-day relationships with assigned clients: status calls, expectation-setting, and
  escalations.
• Run discovery sessions to understand a client’s current process, pain points, and what “done” looks
  like.
• Turn discovery into written scope, estimates, and proposals, and say so early when a request is out
  of scope or won’t pay back.
• Identify expansion opportunities inside existing accounts and hand qualified leads to the sales lead.
  
  Technical delivery and automation
  
• Map client processes and build automations: workflow tools, APIs, scripts, and integrations between
  systems such as accounting, CRM, and operational platforms.
• Design, build, and deploy AI agents and LLM-based workflows, including tool use, prompt design,
  evaluation, and cost control.
• Write documentation and runbooks so clients and our own team can support what you build.
  
  REQUIRED QUALIFICATIONS
• Communication: You explain technical trade-offs to non-technical executives in plain language and
  write clear emails and scope documents.
• Process automation: Demonstrated experience automating business processes using tools such
  as Power Automate, n8n, Azure Functions, or Python, plus REST APIs and data integration.
• AI agents: Hands-on experience building LLM-based agents or workflows that run in production or
  for a real client, using tools such as the Claude or OpenAI APIs, MCP servers, or agent frameworks.
• Data fundamentals: Comfortable with SQL and with moving and reshaping data between systems.
• Client-facing experience: At least 2 years in consulting, account management, solutions
  engineering, or a similar client-facing technical role.
  
  NICE TO HAVE
• Experience with Power BI, Microsoft Fabric, or other analytics platforms.
• Familiarity with accounting systems such as QuickBooks or Zoho Books
• Experience with React or light front-end work for small internal tools.

About us
Insight Consultants is a technology enabled professional services firm built on the synergy between accounting and bookkeeping expertise, applied AI fluency, data science and analytics capability, and software engineering depth, delivered under one accountable service model.

Based in Bangalore, India registered as Stylus Systems Pvt Ltd, Insight Consultants operated a wholly Owned subsidiary in Dallas, TX, USA incorporated as Prajnaa Services Inc.

For over 20+ years, across teams in India, the United States, and Australia, Insight Consultants has served clients across Lending, Oil & Gas, Education, Professional Services, Healthcare, Travel, and Not for profit. The approach is multi-disciplinary, cross domain, and design led, built on long term relationships rather than transactions, with senior management personally invested in every client’s sucess.
www.insightconsultants.co