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About the Role

This is a career-defining opportunity to shape the future of AI adoption for enterprise clients. You will be instrumental in transforming vague AI aspirations into structured, high-ROI business strategies. In this highly visible, billable role, you will bridge the critical gap between complex AI capabilities and strategic business transformation, directly influencing C-suite decision-making and driving tangible business value.

Responsibilities

• Move beyond traditional software configuration to deliver high-level strategic advisory that combines deep technical credibility with profound business acumen.
• Engage directly with enterprise C-suites, translating complex AI concepts into clear ROI frameworks, guiding organizations through AI governance, and expertly managing risk.
• Design architecturally sound, tech-agnostic roadmaps that ensure client AI ambitions can realistically deploy into their existing enterprise ecosystems.
• Leverage foundational familiarity with platforms like Salesforce and Sitetracker to ensure practical, actionable solutions that drive true business transformation.
• Audit client data infrastructure, including pipeline bottlenecks and data hygiene, to determine its readiness for specific AI models.
• Fluently explain and justify the selection or rejection of specific LLMs or architectures based on critical business constraints like latency, privacy, and cost.
• Demonstrate deep technical credibility to assess client data pipelines and judge integration viability without needing to write code.
• Ship multiple production agents with measurable accuracy and safety outcomes, demonstrating a clear production track record.
• Build reusable evaluation frameworks, guardrail patterns, or agent templates that have been adopted by others.
• Present directly to C-suite or VP-level stakeholders, specifically defending an AI roadmap, governance policy, or risk-mitigation strategy.
• Translate complex technical AI concepts into clear financial ROI frameworks or business-value metrics that secured executive buy-in.
• Possess the executive presence to guide organizations through critical AI governance and risk management discussions.
• Govern complex multi-environment organizations and establish robust administration standards and governance frameworks.
• Navigate the boundaries between managed packages and custom development within an Independent Software Vendor (ISV) context.
• Design and implement solutions that successfully integrated with large, complex enterprise technology stacks.
• Speak intelligently to the challenges of pushing and pulling data between modern AI tools and core platforms like Salesforce.
• Demonstrate a clear understanding of API limitations, data synchronization complexities, and ecosystem guardrails in enterprise environments.
• Lead a team through a significant discipline or technology shift, demonstrating adaptability and strategic leadership.
• Build effective onboarding programs, upskilling initiatives, knowledge bases, or communities of practice that enhance ecosystem proficiency.
• Detail past experience operating successfully in a billable, utilization-tracked environment, such as a professional services or consulting firm.
• Share specific examples of accurately scoping a Statement of Work (SOW) and managing client expectations around billable hours and deliverables.
• Proactively discover and scope follow-on projects organically during an advisory engagement, driving ongoing revenue streams.
• Quantify ROI and skillfully frame both risk and oversight discussions for non-technical C-suite executives.
• Shape a strategic roadmap that clearly delineates what aspects of a business to automate and, critically, what not to.
• Lead the initial implementation and delivery of our "AI Strategy Assessment" framework for key enterprise clients, establishing immediate value.
• Engage with multiple C-suite stakeholders to identify high-impact AI use cases, assess data readiness, and begin building trust as a strategic advisor.
• Contribute directly to the refinement of our billable service offerings, ensuring initial projects are accurately scoped and client expectations are proactively managed.
• Drive consistent billable utilization, meeting initial revenue targets and contributing significantly to the growth of the professional services pipeline.
• Successfully complete and deliver several comprehensive AI Strategy Assessments, culminating in architecturally sound, ecosystem-ready roadmaps for clients.
• Establish strong working relationships with internal product and engineering teams, ensuring strategic alignment between client needs and our solution capabilities.
• Fully establish and scale our greenfield AI advisory practice, becoming a recognized leader in transforming enterprise AI ambitions into tangible business outcomes.
• Consistently exceed professional services revenue targets, identifying new opportunities and expanding the scope of our strategic engagements.
• Shape the long-term vision and evolution of our AI consulting methodologies, mentoring future team members and solidifying our position as a premier AI transformation partner.

Requirements

• AI Architecture & Data Readiness Evaluation
• Strategic Enterprise Advisory
• Ecosystem Integration & Mapping
• Commercial Advisory & Value Scoping
• Experience operating successfully in a billable, utilization-tracked environment, such as a professional services or consulting firm.
• Accurately scoping a Statement of Work (SOW) and managing client expectations around billable hours and deliverables.
• Proactively discover and scope follow-on projects organically during an advisory engagement.
• Quantify ROI and skillfully frame both risk and oversight discussions for non-technical C-suite executives.
• Shape a strategic roadmap that clearly delineates what aspects of a business to automate and, critically, what not to.
• Lead the initial implementation and delivery of our "AI Strategy Assessment" framework for key enterprise clients.
• Engage with multiple C-suite stakeholders to identify high-impact AI use cases, assess data readiness, and begin building trust as a strategic advisor.
• Contribute directly to the refinement of our billable service offerings.
• Drive consistent billable utilization, meeting initial revenue targets.
• Successfully complete and deliver several comprehensive AI Strategy Assessments.
• Establish strong working relationships with internal product and engineering teams.
• Fully establish and scale our greenfield AI advisory practice.
• Consistently exceed professional services revenue targets.
• Shape the long-term vision and evolution of our AI consulting methodologies.
• Mentoring future team members and solidifying our position as a premier AI transformation partner.

Skills

• AI Architecture
• Data Readiness Evaluation
• LLMs
• Integration Viability
• Production Agents
• Evaluation Frameworks
• Guardrail Patterns
• Agent Templates
• Strategic Enterprise Advisory
• AI Roadmap Defense
• Governance Policy
• Risk-Mitigation Strategy
• Financial ROI Frameworks
• Business-Value Metrics
• AI Governance
• Risk Management
• Multi-environment Governance
• Administration Standards
• ISV Context
• Ecosystem Integration
• Enterprise Technology Stacks
• Salesforce
• API Limitations
• Data Synchronization
• Ecosystem Guardrails
• Team Leadership
• Onboarding Programs
• Upskilling Initiatives
• Knowledge Bases
• Communities of Practice
• Commercial Advisory
• Value Scoping
• Statement of Work (SOW) Scoping
• Client Expectation Management
• Billable Hours Management
• Deliverables Management
• Revenue Generation
• ROI Quantification
• Risk Discussion Framing
• Oversight Discussion Framing
• Automation Strategy
• AI Strategy Assessment Framework
• AI Use Case Identification
• Data Readiness Assessment
• Billable Service Offering Refinement
• Professional Services Pipeline Growth
• AI Strategy Assessments
• Ecosystem-Ready Roadmaps
• Product and Engineering Collaboration
• AI Consulting Methodologies

Experience Level

• Senior