Unity Advisory

Artificial Intelligence

• Design and drive practical AI upskilling across client-facing and enablement teams
• Integrate AI capability into onboarding and ongoing development
• Identify opportunities to remove whole workflow steps or fundamentally reimagine work
• Partner with client teams and enablement functions to implement changes
• Identify, prioritise and deliver automation using existing AI tools
• Evaluate new AI tools based on their value
• Redesign roles, responsibilities, judgement and ways of working as AI assumes more work
• Design team and role changes as workflows move onto Weaver
• Implement safe, compliant and ethical AI policies and guardrails covering data privacy and client confidentiality
• Build and ship smaller AI tools and prototypes
• Partner with Product and Engineering on shared integrations, scaling and production support
• Manage the AI tooling estate, platforms and vendor relationships
• Work with enterprise IT on infrastructure and security
• Establish KPIs for adoption, automation impact and ROI
• Report progress jointly to the Chief People Officer and Chief AI Officer
• Report jointly to the Chief People Officer and Chief AI Officer while working with the Performance & Development Lead, Partners and Functional Leaders

AI Enablement Lead

Manager

• Lead a portfolio of capital allowances engagements across multiple sectors
• Prepare, review and submit capital allowances claims, ensuring technical accuracy and compliance with current legislation
• Advise clients on fixed asset tax treatment, expenditure planning and related incentives, including structures and buildings allowances and R&D-adjacent capital reliefs
• Manage HMRC correspondence and enquiries, negotiating on clients’ behalf where needed
• Interpret asset schedules, fixed asset registers and financial data to identify qualifying expenditure and maximise client outcomes
• Produce clear, well-structured technical reports and client-facing deliverables
• Coach junior team members through day-to-day oversight, review and quality control
• Contribute to business development, including proposals, pitches and opportunities within existing client relationships

Capital Allowances Manager

• Lead end-to-end commercial performance improvement engagements across GTM diagnostics, value capture execution and ongoing performance improvement
• Diagnose commercial value creation or loss using customer, commercial, operational and financial qualitative and quantitative data
• Quantify opportunities and link recommendations to revenue, margin, EBITDA and cash outcomes
• Design and deliver work across market segmentation, ICP and value proposition, GTM and channel strategy, marketing effectiveness, sales productivity, pipeline and forecasting, pricing and monetisation, and customer success, retention and expansion
• Help clients build commercial operating systems, including GTM processes, commercial governance, operating cadence, KPI definitions and incentives
• Translate analysis into value cases, 100-day plans, pilots, playbooks, sales motions, adoption measures and benefits tracking
• Create decision-ready materials for management teams, boards and investors, including KPI baselines, performance dashboards, value creation roadmaps and diligence-ready evidence packs
• Manage senior client relationships across commercial, finance, operations, technology and data
• Project manage multidisciplinary engagement teams and coach junior team members
• Contribute to proposals and pitches, including scoping, costing and client-ready materials
• Identify follow-on opportunities within existing client relationships
• Develop Unity Advisory’s commercial performance improvement IP, tools and methodology

AI Enablement Lead

Capital Allowances Manager

Senior Manager – Commercial Performance Improvement