Note: The job is a remote job and is open to candidates in USA. CBIZ is a professional services advisor providing accounting, tax, advisory, benefits, insurance, and technology services to middle-market businesses. The Artificial Intelligence Transformation Analyst will create and deploy AI applications, support AI training and change management, evaluate AI solutions, and help drive technology adoption across the organization.
Responsibilities
- 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
Skills
- * 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
- * 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
Benefits
- Remote workplace type
Company Overview
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