Professional Services Consultant, AI Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage relationships with senior stakeholders; align agent deployments with business priorities, operational constraints, and measurable success criteria.

• Lead discovery sessions using a consultative approach to pinpoint high-value workflows suitable for automation; convert objectives into a feasible delivery roadmap.

• Offer guidance on governance, risk management, and adoption strategies for AI-driven workflows (including ownership, escalation paths, monitoring, and change management).

• Maintain ongoing post-launch customer relationship management by proactively monitoring adoption and results, coordinating with cross-functional stakeholders, and identifying risks and expansion opportunities.

• Oversee the kickoff to launch phase for Certified Agent engagements, ensuring effective scope management, timeline oversight, and stakeholder alignment.

• Conduct process mapping (both current and future states), document requirements, and obtain signoff on the build package.

• Enhance customer workspace foundations to facilitate agent-driven operations (including structure, permissions, templates, reporting, and operational hygiene).

• Configure Certified Agents and their supporting workflows; implement prompting best practices and adherence to implementation standards.

• Develop User Acceptance Testing (UAT) plans and test cases; perform internal validation and coordinate with customers to ensure outcomes meet specified requirements.

• Drive launch preparedness and user adoption through admin and end-user enablement, walkthroughs, and post-launch stabilization efforts.

• Create customer-ready documentation (including process maps, agent prompt reasoning, use-case walkthroughs, and operational guidance).

• Establish and monitor KPIs that reflect business impact (such as efficiency improvements, error reduction, throughput, compliance, and ROI).

• Identify opportunities for expanding agent use cases and optimizing workflows on a larger scale, collaborating with Sales/Customer Success as necessary.

• Provide ongoing services such as agent updates and periodic recertification, ensuring solutions adapt to changing customer needs.

• Maintain high standards for delivery quality; enhance repeatability through templates, checklists, and playbooks.

• Mentor and empower fellow consultants on Certified Agent delivery techniques, prompting standards, and troubleshooting methodologies.

• Collaborate across functions (Solutions, Support, Product/AI, Integrations) to address escalations and enhance customer outcomes.

• Share delivery insights and product gaps to shape the roadmap, packaging, and service strategies.

⛳️ Requirements

• Over 4 years of experience in a customer-facing role within B2B SaaS (such as Professional Services, Implementation Consulting, Solutions Consulting, Technical Customer Success Management, or Technical Project/Program Management).

• Experience in delivering AI-enabled automation solutions (agents, copilots, workflow automation, decision-making) in live environments.

• Proven track record of leading complex implementations involving multiple stakeholders, with strong project management and executive-level communication skills.

• Excellent process mapping and solution design capabilities, adept at translating ambiguous workflows into scalable operational models.

• High level of comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS applications.

• Demonstrated knowledge of prompt design, guardrail configuration, and iterative optimization of AI-driven workflows.

• Strong facilitation skills for discovery workshops, design sessions, enablement training, and executive presentations.

• Exceptional written communication; capable of producing clear requirements, plans, and customer-oriented documentation.

• Ability to work independently, prioritize multiple engagements, and achieve results in a dynamic environment.

• Familiarity with Model Context Protocol (MCP) concepts and safe tool integration methodologies.

• Experience in configuring agents with structured memory, tool access, and integration with external systems.

• Ability to analyze and enhance agent performance through systematic iteration and assessment.

🏝️ Benefits

• Equity

• 401k

• Health, Dental, and Vision insurance

• Spending accounts

• Life & Disability insurance

• Paid parental leave

• Flexible paid time off

• Enhanced employee assistance program

• Employee wellness stipend

• Professional development stipend