Professional Services Implementation, AI Adoption Manager

This is a fully remote position, open to applicants in United States, +1 more state.

📋 Description

• Lead the integration of AI within the Professional Services organization to facilitate quicker and higher-quality customer implementations.

• Report directly to the VP of Customer Engagement, focusing on change management, delivery acceleration, and the practical application of AI.

• Promote the use of new AI tools and innovative working methods throughout the Professional Services team.

• Enhance AI competency through practical training, playbooks, office hours, and personalized coaching.

• Identify and eliminate barriers to adoption, outdated habits, and process deficiencies while monitoring the depth of adoption.

• Serve as an internal advocate and intermediary among Professional Services, IT, Business Operations, and Legal departments.

• Redesign the implementation lifecycle to incorporate AI, covering everything from scoping and configuration to documentation and client communication.

• Create, prototype, and expand AI-supported workflows for status updates, meeting summaries, proposal and SOW preparation, and knowledge documentation.

• Collaborate with delivery leads to integrate workflows into active projects, assess time savings, and continuously improve them.

• Utilize AI to speed up data mapping, configuration, validation, troubleshooting, and customer integrations.

• Develop reusable AI-driven accelerators and templates to reduce integration timelines.

• Assess new AI solutions for their suitability and impact within the Professional Services operational framework.

⛳️ Requirements

• Over 5 years of experience in Professional Services, consulting, delivery, or operations within the SaaS or enterprise software sector.

• Proven experience in leading change or adoption initiatives that transformed team workflows.

• Practical experience with AI assistants like Claude to enhance real team operations.

• Strong understanding of the implementation and integration lifecycle.

• A successful history of accelerating delivery processes.

• Excellent communication and influencing capabilities.

• Comfortable coaching colleagues and presenting to senior stakeholders across remote teams.

• Familiarity with prompt engineering or designing AI workflows.

• Experience with integration tools, data mapping, or APIs.

• Hands-on experience with Salesforce, Planful, or comparable EPM/CRM platforms.

• Change-management certifications or process-improvement qualifications.

• Experience in building enablement, documentation, or knowledge systems like Notion or similar platforms.

🏝️ Benefits

• Two volunteer days each year.

• Birthday paid time off.

• Quarterly company Wellness Days.

• Three months’ supply of diapers and meal deliveries during the first month of Maternity/Paternity leave.

• Annual Planful Palooza, an in-person company-wide cultural kickoff.

• Team-specific off-site events.

• Remote-first work culture.

• Home office setup support.

• Monthly reimbursements for wifi and cell phone expenses.

• Company-wide Mentorship program with executive sponsorship from the CFO.

• Monthly training programs tailored for managers.

• Employee Resource Groups and support for the formation of new ERGs and communities.