Professional Services Consultant, AI Solutions

Role Overview

• Own senior stakeholder relationships; align agent deployments to business priorities, operating constraints, and measurable success metrics.
• Lead discovery with a consultative approach to identify high-value workflows for agentic automation; translate goals into a practical delivery roadmap.
• Provide guidance on governance, risk controls, and adoption strategy for AI-enabled workflows (ownership, escalation paths, monitoring, change management).
• Own ongoing post-launch customer relationship management, proactively monitoring adoption and outcomes, coordinating cross-functional stakeholders, and identifying risks and expansion opportunities.
• Lead kickoff through launch for Certified Agent engagements, ensuring strong scope control, timeline management, and stakeholder alignment.
• Run process mapping (current and future state), document requirements, and secure signoff on the build package.
• Optimize customer workspace foundations to support agent-driven operations (structure, permissions, templates, reporting, operational hygiene).
• Configure Certified Agents and supporting workflows; apply prompting best practices and implementation standards.
• Build UAT plans and test cases; perform internal validation and coordinate customer validation to ensure outcomes meet requirements.
• Drive launch readiness and adoption: admin and end-user enablement, walkthroughs, and post-launch stabilization.
• Produce customer-ready documentation (process maps, agent prompt/config rationale, use-case walkthroughs, operating guidance).
• Establish and track KPIs that demonstrate business impact (efficiency gains, error reduction, throughput, compliance, ROI).
• Identify expansion opportunities for additional agent use cases and broader workflow optimization, partnering with Sales/CS as appropriate.
• Support ongoing services such as agent updates and periodic recertification, ensuring solutions remain aligned to evolving customer needs.
• Set a high bar for delivery quality; improve repeatability through templates, checklists, and playbooks.
• Mentor and enable other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting patterns.
• Partner cross-functionally (Solutions, Support, Product/AI, Integrations) to resolve escalations and improve customer outcomes.
• Surface delivery insights and product gaps to inform roadmap, packaging, and services strategy.

Requirements

• 4+ years of experience in a customer-facing role in B2B SaaS (Professional Services, Implementation Consulting, Solutions Consulting, Technical CSM, or Technical Project/Program Management).
• Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.
• Proven experience leading complex, multi-stakeholder implementations with strong project management and executive communication.
• Strong process mapping and solution design skills, translating ambiguous workflows into scalable operating models.
• Deep comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS tools.
• Demonstrated understanding of prompt design, guardrail configuration, and iterative optimization of AI-driven workflows.
• Strong facilitation skills (discovery workshops, design sessions, enablement trainings, executive readouts).
• Excellent written communication; able to produce crisp requirements, plans, and customer-facing documentation.
• Ability to operate autonomously, prioritize across multiple engagements, and drive outcomes in a fast-paced environment.
• Familiarity with Model Context Protocol (MCP) concepts and safe tool integration patterns.
• Experience configuring agents with structured memory, tool access, and external system integrations.
• Ability to diagnose and improve agent performance through structured iteration and evaluation.

Benefits

• Equity
• 401k
• Health, Dental, and Vision insurance
• Spending accounts
• Life & Disability
• Paid parental leave
• Flexible paid time off
• Enhanced employee assistance program
• Employee wellness stipend
• Professional development stipend