Deployed AI Strategist
About The Position
Deployed AI Strategist will serve as the primary technical liaison between our product and end users. They will lead the hands-on deployment of AI solutions directly within accounting, tax, and audit firms, embedding themselves in their workflows to ensure successful adoption. This role requires strong collaboration with internal teams (product management, engineering, sales, and customer success) to deliver customers a seamless experience with new-to-market AI solutions. In the role of Deployed AI Strategist, you will lead customer discovery to understand existing processes, identify automation opportunities, and assess use case feasibility. You will guide customers through workflow construction using natural language prompting, building reusable skill templates and a prompt library scalable across service lines. You will identify, document, and escalate edge cases, output quality issues, and domain-specific gaps to product and engineering; participate in feature testing to close the feedback loop. You will partner with sales during pre-close engagements to provide technical credibility and workflow demonstrations. You will track and report on value realization metrics for assigned accounts, including time saved, review cycles reduced, and engagement throughput. You will also develop and deliver training resources to customers, enabling them to self-serve on identified use cases.
Requirements
- An active CPA license or equivalent professional credential (required)
- 3 - 8 years of public accounting experience, ideally at a regional or national firm (Big 4 experience preferred)
- Hands-on experience in audit and assurance, tax compliance, or advisory/financial analysis
- Demonstrated ability to translate technical concepts for non-technical audiences
- Deep familiarity with AI tools and comfort working in early-stage, ambiguous environments
- Strong organization and project management skills
- Willingness to travel for on-site customer workshops
Responsibilities
- Lead customer discovery to understand existing processes, identify automation opportunities, and assess use case feasibility
- Guide customers through workflow construction using natural language prompting, building reusable skill templates and a prompt library scalable across service lines
- Identify, document, and escalate edge cases, output quality issues, and domain-specific gaps to product and engineering; participate in feature testing to close the feedback loop
- Partner with sales during pre-close engagements to provide technical credibility and workflow demonstrations
- Track and report on value realization metrics for assigned accounts, including time saved, review cycles reduced, and engagement throughput
- Develop and deliver training resources to customers, enabling them to self-serve on identified use cases
Benefits
- Flexible hybrid working environment
- Flex My Way policies
- Work from anywhere for up to 8 weeks per year
- Career Development and Growth opportunities
- Grow My Way programming
- Skills-first approach
- Flexible vacation
- Two company-wide Mental Health Days off
- Access to the Headspace app
- Retirement savings
- Tuition reimbursement
- Employee incentive programs
- Resources for mental, physical, and financial wellbeing
- Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance
- Two paid volunteer days off annually
- Opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives
- Market competitive health, dental, vision, disability, and life insurance programs
- Competitive 401k plan with company match
- Competitive vacation, sick and safe paid time off
- Paid holidays (including two company mental health days off)
- Parental leave
- Sabbatical leave
- Optional hospital, accident and sickness insurance paid 100% by the employee
- Optional life and AD&D insurance paid 100% by the employee
- Flexible Spending and Health Savings Accounts
- Fitness reimbursement
- Access to Employee Assistance Program
- Group Legal Identity Theft Protection benefit paid 100% by employee
- Access to 529 Plan
- Commuter benefits
- Adoption & Surrogacy Assistance
- Access to Employee Stock Purchase Plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
