AI Solutions Strategist

Skills

About the Role

You will partner with enterprise and strategic customers to understand finance workflows, identify opportunities for AI and automation, and turn findings into requirements and solution designs. You will work with technical stakeholders to implement workflows, evaluate models and prompts, guide adoption, and communicate measurable business impact.

Requirements

• 4+ years of relevant experience
• Experience in solutions, implementation, product strategy, consulting, or technical program management
• Strong grounding in corporate finance and controllership workflows, including accounting close, spend governance, budgeting, procurement, and AP operations
• Experience translating finance requirements into system design and configuration, including integrations, data mapping, and controls
• Ability to partner with finance system owners and administrators on change management, UAT, and rollouts
• Familiarity with finance operations workflows
• Exposure to AI-enabled products, automation, or applied machine learning
• Comfort with data concepts and systems integration, including APIs, ETL, SQL, spreadsheets, and data quality

Responsibilities

• Run stakeholder interviews and workflow deep dives with Finance, Procurement, AP, and IT teams
• Map end-to-end processes and identify pain points
• Identify AI and automation opportunities
• Translate qualitative input into problem statements, success metrics, constraints, and acceptance criteria
• Define deployment plans for MVPs, iterations, and rollouts
• Align customer teams on change management, operating model updates, and adoption plans
• Partner with engineers and AI builders to design and ship customer workflows
• Specify data inputs, integrations, and governance needs
• Support model and prompt evaluation against customer edge cases and risk tolerance
• Synthesize customer learnings into reusable patterns and product opportunities
• Write briefs for Product and Engineering
• Present status, outcomes, and recommendations to operators and executives
• Quantify business impact and create narratives, demos, and artifacts for AI workflows

Benefits

• Equity
• Flexible PTO
• Centralized home-office equipment ordering
• Health and wellness stipend
• Budget for intra-office travel
• Weekly coffee stipend
• Medical, dental, and vision insurance coverage
• One Medical annual membership
• 401(k) with employer match
• Fertility HRA up to $10,000 per year
• Paid parental leave
• Pet insurance
• In-office lunch, snacks, and drinks
• Relocation support to New York City or San Francisco