Deployed AI Strategist

As a Deployed AI Strategist, you will serve as the primary technical liaison between our product and end users. You will lead the hands-on deployment of AI solutions directly within audit firms, embedding yourself in their workflows to ensure successful adoption.

Key Responsibilities:

• Lead customer discovery to understand existing processes, identify automation opportunities, and assess use case feasibility
• Guide customers through workflow construction using natural language prompting, building reusable skill templates and a prompt library scalable across service lines
• Identify, document, and escalate edge cases, output quality issues, and domain-specific gaps to product and engineering; participate in feature testing to close the feedback loop
• Partner with sales during pre-close engagements to provide technical credibility and workflow demonstrations
• Track and report on value realization metrics for assigned accounts, including time saved, review cycles reduced, and engagement throughput
• Develop and deliver training resources to customers, enabling them to self-serve on identified use cases

Required Qualifications:

• An active CPA license or equivalent professional credential (required)
• 3-8 years of public accounting experience, ideally at a regional or national firm (Big 4 experience preferred)
• Hands-on experience in audit and assurance, or advisory/financial analysis
• Deep familiarity with AI tools and comfort working in early-stage, ambiguous environments
• Demonstrated ability to translate technical concepts for non-technical audiences

Benefits:

• Hybrid Work Model: flexible hybrid working environment
• Flexibility & Work-Life Balance: supportive workplace policies, including work from anywhere for up to 8 weeks per year
• Career Development and Growth: culture of continuous learning and skill development
• Industry Competitive Benefits: comprehensive benefit plans, including flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing