[Remote] Principal AI Transformation Consultant

Note: The job is a remote job and is open to candidates in USA. Unanet is seeking a Principal AI Transformation Consultant to help architecture and engineering firms transform how they work using Champ for ERP. The role partners with customers to identify valuable AI use cases, redesign workflows, drive operational adoption, and measure business outcomes.

Responsibilities

• Partner with AE customers to identify the highest-value decisions, workflows, and recurring work that can be improved or automated with Champ. Priority areas may include project health, AR follow-up, forecasting, margin protection, billing readiness, and recurring summaries
• Lead discovery sessions with stakeholders across finance, operations, project management, and executive leadership to map current-state processes, uncover friction, and define future-state ways of working enabled by AI, automation, and natural-language workflows
• Design practical transformation plans that connect customer pain points to specific Champ use cases, prompts, workflows, and operating cadences
• Help customers redesign business processes so teams move from manual, report-heavy, spreadsheet-based habits toward natural-language, workflow-driven execution in Champ
• Run hands-on working sessions that get initial use cases live quickly and help customers operationalize them in day-to-day work. The objective is not training alone. It is behavior change and real workflow adoption
• Act as a trusted advisor to customer champions and executives, helping them prioritize where Champ can create measurable business value and what organizational changes are required to realize that value
• Collaborate closely with Customer Success, Professional Services, Product, Support, and Sales to ensure smooth onboarding, adoption, feedback loops, and expansion opportunities
• Capture repeatable transformation patterns, workflow designs, objections, and customer feedback, then turn them into reusable playbooks and best practices for the broader team
• Help identify where a customer is a strong fit for deeper transformation based on data maturity, process maturity, and willingness to change how work gets done
• Define success metrics with customers and guide them toward measurable outcomes tied to workflow adoption, operating cadence, and value realization

Skills

• 7+ years of experience in customer success, consulting, professional services, solutions consulting, transformation, or business process improvement
• Experience working with AE firms or other project-based professional services organizations
• Experience leading software adoption programs that require changes to workflow, behavior, and team accountability
• Experience in ERP, project-based businesses, professional services, or AEC software environments
• Proficiency with AI, automation, copilots, and natural-language workflow tools, including the ability to apply them to business process transformation
• Deep understanding of how architecture and engineering firms operate, especially across project delivery, finance, operations, and leadership decision-making
• Strong business process consulting skills with the ability to diagnose current-state workflows and design better future-state operating models
• Proven experience driving adoption and change management with customers, including influencing stakeholders with different goals and levels of technical comfort
• Strong solutioning mindset with the ability to connect customer pain points to practical AI-powered workflows, use cases, prompt strategies, and phased rollout plans
• Comfortable facilitating working sessions, executive conversations, and cross-functional alignment focused on AI adoption and operational change
• Able to balance strategic thinking with hands-on execution
• Demonstrated proficiency in AI, automation, and natural-language interfaces, with the ability to translate emerging capabilities into practical business value
• Ability to uncover business value, define success metrics, and guide customers toward measurable outcomes
• Strong executive presence and customer-facing communication skills
• Strong organizational, facilitation, and stakeholder management skills
• Bachelor's degree in Business, Technology, Operations, Consulting, or a related field preferred

Benefits

• Eligible for employee equity.
• Eligible for discretionary bonus compensation, subject to plans that may be in effect from time to time.

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