#LI-CF2 #LI-Remote
RESPONSIBILITIES
If you are looking for more than another AI title, this opportunity provides
direct access to executive priorities, meaningful client impact, and the chance
to help establish CBIZ Technology as a market leader in AI-driven business
transformation.
The AI Consultant supports the delivery of artificial intelligence, automation,
and emerging technology services for CBIZ Technology clients. This role partners
with clients and internal teams to identify business opportunities, assess AI
readiness, develop practical AI solutions, and support implementation
initiatives that drive measurable business outcomes.
The AI Consultant serves as a trusted advisor throughout the engagement
lifecycle, helping clients understand the potential of AI technologies while
ensuring solutions align with business objectives, governance requirements,
operational realities, and organizational readiness. This role combines
consulting, business analysis, technology enablement, and client-facing delivery
responsibilities.
About CBIZ Technology
CBIZ Technology's Emerging Technology group helps organizations leverage
next-generation technologies to improve productivity, accelerate innovation,
reduce operational friction, and create competitive advantage. Our team delivers
AI strategy, generative AI solutions, intelligent automation, data
modernization, governance frameworks, digital workforce enablement, and business
transformation services.
This is a high-visibility opportunity within a rapidly growing practice focused
on helping middle-market
organizations successfully adopt and scale innovative technologies in
responsible, practical, and measurable ways.
Essential Functions and Primary Duties
Solution Innovation & Demo Development
Design, build, and maintain a growing repertoire of practical,
client-relevant AI demonstration solutions aligned with CBIZ Technology’s
current sales offerings and consulting priorities.
Develop fully functioning business applications and proof-of-concept
solutions that demonstrate how AI, advanced data analytics, intelligent
automation, agentic development, and application development can work
together to solve real business problems.
Translate emerging technology concepts into tangible examples of “the
possible” that can be shown to clients, prospects, internal leaders, and
delivery teams.
Prioritize solutions that are leading edge yet practical, reliable, scalable,
and grounded in real client use cases rather than theoretical demonstrations.
Ensure demonstration assets are polished, repeatable, well documented, and
suitable for use in sales pursuits, workshops, executive briefings, and
client education sessions.
AI Solution Architecture & Technical Execution
Create AI-enabled solution prototypes, accelerators, and reusable components
under the direction of the National Leader of Emerging Technology.
Combine generative AI, agentic workflows, data pipelines, dashboards, robotic
process automation, APIs, and custom applications into integrated business
solutions.
Evaluate, select, and apply appropriate tools and platforms, including
Microsoft AI technologies, Azure services, Power Platform, automation
platforms, and related development frameworks.
Build solutions with practical attention to usability, data quality,
security, reliability, maintainability, and measurable business value.
Collaborate with advanced analytics, automation, development, cloud,
security, and consulting resources to move concepts from idea to working
demonstration.
Sales Enablement & Client-Facing Demonstrations
Equip sales and consulting teams with compelling demonstration assets, talk
tracks, solution overviews, technical explanations, and client-ready examples
that support business development efforts.
Partner with market-facing teams to align demo solutions with priority
industries, common client pain points, and active sales opportunities.
Support client meetings, workshops, and executive presentations by
demonstrating working solutions and explaining their business relevance in
practical terms.
Prepare supporting materials such as process flows, solution diagrams,
requirements summaries, implementation considerations, and value narratives.
Continuously refine demonstrations based on client feedback, sales team
input, market demand, and emerging technology capabilities.
Applied Research, Experimentation & Market Relevance
Monitor emerging AI, automation, analytics, agentic, and application
development trends and assess their relevance to CBIZ Technology’s client
base.
Conduct hands-on experimentation with new platforms, models, frameworks, and
development approaches to determine practical business applicability.
Identify gaps between market hype and functional business application, then
develop examples that demonstrate credible, high-quality execution.
Document lessons learned, technical patterns, limitations, implementation
requirements, and recommended use cases for internal knowledge sharing.
Help establish standards for demonstration quality, usability, governance,
security, and repeatability across emerging technology assets.
Practice Development & Delivery Readiness
Contribute to reusable methodologies, solution playbooks, demo libraries,
accelerators, and internal enablement materials for the Emerging Technology
practice.
Create documentation that allows sales, consulting, and delivery teams to
understand, position, configure, and extend demonstration solutions.
Support proposal development, solution positioning, and pre-sales activities
by providing credible technical input and practical examples.
Assist in transitioning successful demonstration concepts into client
delivery approaches, pilot programs, and scalable service offerings.
Pursue ongoing professional development, certifications, and technical
training in AI, automation, data analytics, agentic development, and modern
application platforms.
Must be able to travel based on client and business needs.
Preferred Qualifications
Experience supporting AI, automation, digital transformation, data analytics,
or business process improvement initiatives.
Familiarity with Microsoft AI technologies, Microsoft Foundry, Microsoft
Copilot, Power Platform, Fabric, or related platforms.
Experience with leading edge enterprise platforms and capabilities including
Anthropic, OpenAI and Google Gemini.
Knowledge of AI governance, responsible AI frameworks, data management, or
security concepts.
Experience in professional services, consulting, or client-facing
environments.
Understanding of project management methodologies and change management
principles.
Relevant certifications such as:
Microsoft AI Certifications
Microsoft Power Platform Certifications
Azure Certifications
PMP, CAPM, Agile, or Scrum Certifications
Change Management Certifications
Success Characteristics
The ideal candidate is:
Curious about emerging technologies and continuous learning.
Business-minded and focused on measurable client outcomes.
Comfortable engaging with both technical and non-technical stakeholders.
Collaborative, adaptable, and accountable.
Able to communicate complex concepts in clear, practical language.
Passionate about helping organizations responsibly adopt AI and transform the
way work gets done.
QUALIFICATIONS
Minimum Qualifications
Bachelor’s degree in relevant field
3 years of relevant work experience
Achieve professional certifications relative to area of expertise, must have
and preserve required licenses
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all
levels of organization, both internally and externally
Must be able to travel based on client and business needs
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.