Responsibilities
- Embed directly with clients to run discovery, interviewing operators across roles, observing live workflows, and mapping current-state processes that surface high-ROI opportunities for AI and automation
- Build the business case for each engagement: quantify the cost of the status quo, model expected ROI, and prioritize a sequenced roadmap of automation opportunities the client can act on
- Design future-state workflows in detail: process diagrams, decision logic, exception handling, human-in-the-loop checkpoints, and integration touchpoints, all to a level of specificity engineering can build against
- Partner with an AI Engineer throughout the build, translating client requirements into technical specs, validating outputs against business intent, and brokering trade-offs (quality vs. speed vs. cost vs. risk) in plain language
- Lead change management on the client side: stakeholder alignment, communication plans, training rollout, and adoption tracking
- Own client projects end-to-end: scope, expectations, status updates, escalations, and executive readouts. Serve as the single point of accountability for client outcomes
- Run post-deployment business reviews to measure realized impact, surface follow-on opportunities, and build the case for portfolio expansion
- Contribute internally by codifying reusable discovery frameworks, ROI models, workflow templates, and industry playbooks that scale across the practice
- Facilitate client facing AI workshops, training sessions, and enablement programs that educate client stakeholders on AI capabilities, practical business applications, and opportunities for operational transformation
Requirements
- Bachelor's degree in Business, Engineering, Operations, Economics, Computer Science, or a related field
- Must be legally authorized to work in the United States without sponsorship now or in the future
- 2+ years of professional experience in management consulting, deployment strategy, technical program management, operations, or a similar client-facing strategic role
- Demonstrated track record of driving complex projects to measurable outcomes in client or stakeholder-facing environments
- Strong analytical foundation — comfortable with spreadsheets, ROI modeling, basic SQL, and quantitative reasoning. Python literacy is a plus but not required
- Working knowledge of modern AI capabilities and what LLMs, agents, and RAG systems can and can't do and the judgment to scope realistic AI solutions vs. avoid AI theater
- Ability to work independently in ambiguous, fast-moving client environments. You attack messy problems without waiting for a project plan
- Exceptional communication skills. You can run a discovery interview with a warehouse foreman and an executive readout with a CEO on the same day
- Problem-solver who gets energy from sitting across the desk from a real operator and figuring out where the friction actually is
- Willingness to travel regularly to client sites throughout the San Diego area (estimated 25%)
- You genuinely enjoy teaching. You'll be expected to elevate our internal team's AI fluency, not just deliver client engagements
Nice to Have
- Prior consulting experience at a top firm (MBB, Big 4 Strategy, Deloitte, Accenture, or boutique strategy/operations firm) or a deployment-strategy / forward-deployed role at a software company
- Experience leading process re-engineering, workflow automation, or digital transformation engagements end-to-end
- Familiarity with workflow automation platforms (Zapier, Make, n8n, Lindy) or major SaaS systems (CRMs, ERPs, ticketing, document management) at the level of "I can spec an integration without help"
- Experience working with SMB clients across industries such as professional services, healthcare, logistics, or retail
Work Arrangement
Remote (City/Region)
Additional Information
- Willingness to travel regularly to client sites throughout the San Diego area (estimated 25%)
- Must be legally authorized to work in the United States without sponsorship now or in the future
