Principal AI Transformation Consultant at Unanet
Anywhere in the United StatesFull-timeCustomer ExperiencePosted 26 days ago
Apply with PipelineAbout the Role
<p><span data-contrast="auto">We’re looking for a Principal AI Transformation Consultant to help architecture and engineering firms redesign how work gets done with Champ for ERP. In this role, you will work directly with customers to identify high-value use cases, reframe business processes around AI-enabled workflows and decision-making, and turn Champ into an operational part of how teams make decisions and execute work.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p>
<p><span data-contrast="auto">This role is ideal for someone who understands how AE firms operate, can diagnose workflow friction, and can translate business challenges into practical AI-driven operating models. The goal is not just adoption of a new product. It is business transformation: helping customers replace manual analysis, disconnected reporting, and repetitive coordination with natural-language workflows, proactive insights, and automation embedded in daily operations.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p>
<p><strong><span data-contrast="auto"><span data-ccp-parastyle="heading 2">What </span><span data-ccp-parastyle="heading 2">You’ll</span><span data-ccp-parastyle="heading 2"> Do</span></span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"335559738":299,"335559739":299}"> </span></p>
<ul>
<li><span data-contrast="auto">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, </span><span data-contrast="auto">and recurring summaries.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">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.</span> </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Design practical transformation plans that connect customer pain points to specific Champ use cases, prompts, workflows, and operating cadences. </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Help customers redesign business processes so teams move from manual, report-heavy, spreadsheet-based habits toward natural-language, workflow-driven execution in Champ. </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">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. </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">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. </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Collaborate closely with Customer Success, Professional Services, Product, Support, and Sales to ensure smooth onboarding, adoption, feedback loops, and expansion opportunities. </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Capture repeatable transformation patterns, workflow designs, objections, and customer feedback, then turn them into reusable playbooks and best practices for the broader team. </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">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. </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Define success metrics with customers and guide them toward measurable outcomes tied to workflow adoption, operating cadence, and value realization.<span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto"><span data-ccp-parastyle="heading 2">Your First 90 Days</span></span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"335559738":299,"335559739":299}"> </span></p>
<p><span data-contrast="auto">In your first 30 days, you’ll attend orientation and meet the Unanet team. You’ll build an underst</span><span data-contrast="auto">anding of Champ for ERP, Unanet’s AE customers, and the core workflows where AI can deliver measurable business value</span><span data-contrast="auto">. You’ll shadow discovery sessions, onboarding conversations, and customer working sessions to learn how Champ is positioned and operationalized in real customer environments.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p>
<p><span data-contrast="auto">In your first 60 days, you’ll begin leading portions of discovery and transformation planning with support from internal partners. You’ll help shape early customer use cases, participate in working sessions, and contribute to getting initial workflows live. You’ll build relationships across Customer Success, Professional Services, Product, Support, and Sales while identifying common patterns, objections, and opportunities to improve onboarding and adoption.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p>
<p><span data-contrast="auto">In your first 90 days, you’ll comfortably lead customer discovery sessions, help customers define future-state workflows, and guide initial use cases from concept to operational adoption. You’ll act as a trusted advisor to customer stakeholders, support measurable customer outcomes, and contribute repeatable best practices that improve implementation, adoption, and expansion.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p>
<p><strong><span data-contrast="auto"><span data-ccp-parastyle="heading 2">Who You Are</span></span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"335559738":299,"335559739":299}"> </span></p>
<ul>
<li><span data-contrast="auto">7+ years of experience in customer success, consulting, professional services, solutions consulting, transformation, or business process improvement.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Experience working with AE firms or other project-based professional services organizations.</span> </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Experience leading software adoption programs that require changes to workflow, behavior, and team accountability. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Experience in ERP, project-based businesses, professional services, or AEC software environments. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Proficiency with AI, automation, copilots, and natural-language workflow tools, including the ability to apply them to business process transformation. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Deep understanding of how architecture and engineering firms operate, especially across project delivery, finance, operations, and leadership decision-making. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Strong business process consulting skills with the ability to diagnose current-state workflows and design better future-state operating models. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Proven experience driving adoption and change management with customers, including influencing stakeholders with different goals and levels of technical comfort. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Strong solutioning mindset with the ability to connect customer pain points to practical AI-powered workflows, use cases, prompt strategies, and phased rollout plans. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Comfortable facilitating working sessions, executive conversations, and cross-functional alignment focused on AI adoption and operational change. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Able to balance strategic thinking with hands-on execution. </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Willingness to travel, as needed.<span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto"><span data-ccp-parastyle="heading 2">Your Differentiators</span></span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"335559738":299,"335559739":299}"> </span></p>
<ul>
<li><span data-contrast="auto">Bachelor’s degree in Business, Technology, Operations, Consulting, or a related field preferred.</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Demonstrated proficiency in AI, automation, and natural-language interfaces, with the ability to translate emerging capabilities into practical business value.</span> </li>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Ability to uncover business value, define success metrics, and guide customers toward measurable outcomes. </li>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Strong executive presence and customer-facing communication skills. </li>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Strong organizational, facilitation, and stakeholder management skills.<span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Our Values </span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":6,"335551620":6,"335559738":0,"335559739":0}"> </span></p>
<ul>
<li><span data-contrast="auto"><strong>We are a Team:</strong> Employees, customers, and partners working together. </span><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":6,"335551620":6,"335559738":0,"335559739":0}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto"><strong>We are Customer-Focused:</strong> Customers are the heart of everything we do. </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><strong>We are Driven: </strong>Seeking exceptional outcomes. <span data-ccp-props="{"134233117":false,"134233118":false,"335551550":6,"335551620":6,"335559738":0,"335559739":0}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><strong>We Own Our Success</strong>: Every employee has a stake in our company. <span data-ccp-props="{"134233117":false,"134233118":false,"335551550":6,"335551620":6,"335559738":0,"335559739":0}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><strong>We do the right thing and have fun in the process.</strong><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":6,"335551620":6,"335559738":0,"335559739":0}"> </span></li>
</ul>
<p><em><span data-contrast="none">The salary range for this opportunity is $136,000 - $160,000 per year. You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit </span></em><a href="https://unanet.com/employee-benefits"><em><span data-contrast="none"><span data-ccp-charstyle="Hyperlink">https://unanet.com/employee-benefits</span></span></em></a><em><span data-contrast="none">. </span></em><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":6,"335551620":6,"335559685":0,"335559738":0,"335559739":0}"> </span></p>
<p><em><span data-contrast="none">Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.</span></em><span data-ccp-props="{"134233117":false,"134233118":false,"335551550":6,"335551620":6,"335557856":16777215,"335559738":240,"335559739":240}"> </span></p>
<p><strong>Your Safety Matters: Avoiding Recruiting Scams</strong></p>
<p><em>Your job search should be a rewarding experience. Unfortunately, there are bad actors out there who aim to exploit today’s job seeker. It’s important to protect yourself against fraudulent recruiting practices. These bad actors go to great lengths to collect your personal information. They do so by posting fraudulent jobs, engaging in disingenuous interviews, and even extending fabricated offers.</em></p>
<p><em>To protect yourself, please note the following about Unanet’s hiring experience:</em></p>
<ul>
<li style="font-style: italic;"><em>You will never be asked to complete an application through a non-Unanet website.</em></li>
<li style="font-style: italic;"><em>All open opportunities are posted on our official careers page: https://unanet.com/about/careers.</em></li>
<li style="font-style: italic;"><em>You will only receive communication from an email address ending in: @unanet.com.</em></li>
<li style="font-style: italic;"><em>You will never be asked to provide sensitive personal information before you’ve accepted an offer of employment, and you will never be asked to provide payment of any kind.</em></li>
</ul>
Related Roles
Senior Technical Solutions Architect
Unanet
Anywhere in the United StatesSenior Solutions Architect
Unanet
Anywhere in the United StatesSenior Reporting & Analytics Consultant
Unanet
Anywhere in the United StatesBusiness Development Representative
Unanet
Anywhere in the United StatesDirector/Principal Industry Product Advisor, Manufacturing
Unanet
Anywhere in the United StatesStaff Professional Services Consultant
Cribl
Remote - United StatesRemote