Note: The job is a remote job and is open to candidates in USA. Unanet is seeking a Principal AI Transformation Consultant to assist architecture and engineering firms in redesigning their workflows with Champ for ERP. The role involves collaborating with customers to identify use cases for AI-driven workflows and guiding them through business transformation to enhance operational efficiency.
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
- Willingness to travel, as needed
- Bachelor's degree in Business, Technology, Operations, Consulting, or a related field preferred
Benefits
- Employee equity
- Discretionary bonus compensation, subject to plans that may be in effect from time to time
- Eligible to participate in Unanet's employee benefits plans and programs
Company Overview