Principal AI Transformation Consultant

Unanet

1d • $136,000 - $160,000

About The Position

The Principal AI Transformation Consultant works directly with architecture and engineering (AE) customers to identify high-value use cases, redesign business processes around AI-enabled workflows and decision-making, and make Champ for ERP an operational part of how teams make decisions and execute work. The role focuses on business transformation: replacing manual analysis, disconnected reporting, and repetitive coordination with natural-language workflows, proactive insights, and automation embedded in daily operations.

The consultant leads discovery and working sessions with stakeholders across finance, operations, project management, and executive leadership; designs practical transformation plans; helps customers launch and operationalize use cases; and advises customer champions and executives on measurable business value and organizational change. The role works closely with Customer Success, Professional Services, Product, Support, and Sales, and contributes reusable playbooks and best practices based on customer patterns and feedback.

During the first 30 days, the consultant learns about Champ, Unanet’s AE customers, and relevant workflows, while shadowing customer activities. By 60 days, the consultant begins leading parts of discovery and transformation planning, shaping use cases, and helping workflows go live. By 90 days, the consultant is expected to lead discovery, help define future-state workflows, guide use cases into operational adoption, support measurable outcomes, and contribute repeatable practices.

Requirements

• 7+ years of experience in customer success, consulting, professional services, solutions consulting, transformation, or business process improvement.
• Experience working with architecture and engineering firms or other project-based professional services organizations.
• Experience leading software adoption programs involving changes to workflows, behavior, and team accountability.
• Experience in ERP, project-based businesses, professional services, or AEC software environments.
• Proficiency with AI, automation, copilots, and natural-language workflow tools, including applying them to business process transformation.
• Deep understanding of architecture and engineering firm operations, especially project delivery, finance, operations, and leadership decision-making.
• Strong business process consulting skills, including diagnosing current-state workflows and designing future-state operating models.
• Proven experience driving customer adoption and change management, including influencing stakeholders with different goals and levels of technical comfort.
• Ability to connect customer pain points to practical AI-powered workflows, use cases, prompt strategies, and phased rollout plans.
• Comfort facilitating working sessions, executive conversations, and cross-functional alignment focused on AI adoption and operational change.
• Ability to balance strategic thinking with hands-on execution.
• Willingness to travel as needed.

Nice To Haves

• Bachelor’s degree in Business, Technology, Operations, Consulting, or a related field preferred.
• Demonstrated proficiency in AI, automation, and natural-language interfaces, with the ability to translate emerging capabilities into practical business value.
• Ability to uncover business value, define success metrics, and guide customers toward measurable outcomes.
• Strong executive presence and customer-facing communication skills.
• Strong organizational, facilitation, and stakeholder management skills.

Responsibilities

• Partner with AE customers to identify high-value decisions, workflows, and recurring work that Champ can improve or automate, including project health, AR follow-up, forecasting, margin protection, billing readiness, and recurring summaries.
• Lead discovery sessions with finance, operations, project management, and executive stakeholders to map current processes, identify friction, and define AI-enabled future-state workflows.
• Design transformation plans connecting customer pain points to Champ use cases, prompts, workflows, and operating cadences.
• Help customers redesign business processes to move from manual, report-heavy, spreadsheet-based habits to natural-language, workflow-driven execution in Champ.
• Run hands-on working sessions to launch initial use cases and operationalize them in customers’ day-to-day work.
• Advise customer champions and executives on prioritizing Champ opportunities and identifying organizational changes needed to realize value.
• Collaborate with Customer Success, Professional Services, Product, Support, and Sales on onboarding, adoption, customer feedback, and expansion opportunities.
• Capture repeatable transformation patterns, workflow designs, objections, and customer feedback, and turn them into reusable playbooks and best practices.
• Identify customers suited for deeper transformation based on data maturity, process maturity, and willingness to change.
• Define success metrics with customers and guide them toward measurable outcomes tied to workflow adoption, operating cadence, and value realization.
• Build knowledge of Champ for ERP, Unanet’s AE customers, and core workflows; shadow discovery, onboarding, and working sessions during the initial onboarding period.
• Lead portions of discovery and transformation planning, shape early use cases, participate in working sessions, and help get initial workflows live.
• Lead customer discovery, define future-state workflows, and guide use cases from concept through operational adoption.

Benefits

• Employee equity
• Discretionary bonus compensation, subject to plans that may be in effect from time to time
• Eligibility to participate in Unanet employee benefits plans and programs

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed