#LI-CF2 #LI-Remote
RESPONSIBILITIES
We are seeking an Artificial Intelligence (AI) Transformation Analyst to join
our AI team at CBIZ. As an Analyst, you will play a critical role in creating
impactful AI applications across the organization, working with service lines to
design and deploy process specific agents. You will also support AI training and
change management initiatives and may contribute to AI go-to-market initiatives.
Essential Functions and Primary Duties
Identify, evaluate, and prototype or build high value AI prompts, skills, or
agents, working with key stakeholders to understand business needs (e.g.,
current state, challenges, and objectives).
Design and deliver comprehensive AI training sessions and enablement
materials (e.g., guides, tutorials, case studies, though leadership) for CBIZ
team members and external clients, covering best practices and strategies for
technical and non-technical stakeholders.
Collect feedback on effectiveness of platforms, applications, training, and
enablement materials and monitor engagement and business outcome KPIs to
influence the product and program roadmap.
Continuously update your knowledge of the latest in AI (e.g., model
performance, context engineering, industry trends, application limitations)
to feed the product pipeline and ensure enablement programs are
best-in-class.
Foster a collaborative and inclusive culture, modeling consultative,
customer-focused leadership internally and externally.
Preferred Qualifications
Bachelor’s degree in Business, Accounting, Taxation, Computer Science, Data
Science, Information Systems, Education, or a related field.
1-3 years of experience in solutions engineering or consulting, enablement,
training, or AI/enterprise software roles, ideally with a focus on
prompt/context engineering, AI, and/or agents.
Hands-on experience with LLMs (e.g., M365 Copilot, ChatGPT, Gemini, etc.),
including creating, refining, and evaluating prompts/context, and agentic
orchestration (e.g., MCP).
Demonstrated ability to identify, validate, and prototype or build high value
AI prompts, skills, or agents, working with key stakeholders to understand
business needs.
Experience in designing and delivering engaging training sessions, workshops,
or enablement materials on technical topics for diverse audiences.
Strong technical and business acumen; able to bridge the gap between end-user
needs and AI technology solutions.
Exceptional communication, facilitation, and storytelling skills; able to
engage and influence both technical and non-technical stakeholders.
Effective project management skills, able to juggle multiple initiatives and
deliver results in a fast-paced environment.
Creative, tenacious, analytical, and solution-oriented approach to problem
solving.
Customer-first mindset with experience driving technology adoption and
change.
Experience in the accounting, tax, benefits, or professional services
industry is a plus.
Willingness to travel up to 10-15% for training, client meetings,
conferences, and events.
QUALIFICATIONS
Minimum Qualifications Required
College Degree or equivalent required
1 year related experience
Proficient use of applicable technology
Ability to follow technical instructions and guidelines
Ability to document daily activities and system functions
Able to work in team environment
Demonstrated ability to communicate verbally and in writing throughout all
levels of organization both internally and externally
Ability to travel as required by business and on-call availability
Able to lift up to 50 lbs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major
markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an
environment where team members are appreciated, recognized for their
contributions, and provided with opportunities to grow, both personally and
professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of
accounting services in the United States. CBIZ CPAs is an independent CPA firm
that provides audit, review and attest services, while CBIZ provides business
consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs
operates under its previous name, Mayer Hoffman McCann P.C.