AI Solutions Strategist

Responsibilities

• Conduct stakeholder interviews and workflow deep dives with Finance, Procurement, Accounts Payable, and IT teams.
• Map end-to-end processes and identify pain points involving risk, cost, cycle time, compliance, and exceptions.
• Identify high-impact opportunities for AI and automation, including intelligent intake, classification, routing, matching, and exception handling.
• Translate customer input into problem statements, success metrics, constraints, acceptance criteria, and solution requirements.
• Define deployment plans from MVP through iteration and rollout, balancing speed, safety, and scalability.
• Partner with customers on change management, operating-model updates, and adoption plans.
• Work with engineers and AI builders to design and ship AI-powered workflows.
• Specify data inputs, integrations, governance requirements, system-of-record needs, policy rules, and auditability requirements.
• Support evaluation of models and prompts against customer-specific edge cases and risk tolerance.
• Synthesize customer learnings into reusable patterns and product opportunities.
• Write briefs for Product and Engineering teams and advocate for scalable solutions.
• Present status, outcomes, and recommendations to operators and executives.
• Quantify impact, including time saved, error reduction, compliance improvements, and faster close.
• Create narratives, demos, and artifacts that make AI workflows understandable and trustworthy.

Requirements

• 4+ years of relevant experience.
• Experience in solutions, implementation, product strategy, consulting, or technical program management.
• Strong customer empathy and ability to build trust with senior stakeholders.
• Excellent problem framing, communication, and written documentation skills.
• Ability to operate effectively in ambiguity and iterate quickly while maintaining quality.
• Builder mindset with an interest in shipping, learning, and improving systems.
• Strong grounding in corporate finance and controllership workflows, including accounting close, spend governance and controls, budgeting, procurement, and Accounts Payable operations.
• Experience translating finance requirements into system design and configuration for ERP/accounting, procurement, expense management, or payments systems, including integrations, data mapping, and controls.
• Ability to partner with finance system owners and administrators on change management, testing/UAT, and rollouts.
• Familiarity with AP, procurement, expense, card, and accounting-close workflows.
• Exposure to AI-enabled products, automation, or applied machine learning.
• Basic familiarity with APIs, ETL, SQL, spreadsheets, data quality, and systems integration.

Compensation and Benefits

• Annual salary: $176,000–$240,000.
• Flexible PTO, home-office equipment, health and wellness stipend, and intra-office travel budget.
• United States employees receive medical, dental, and vision coverage, One Medical membership, 401(k) with employer match, fertility HRA, parental leave, pet insurance, and in-office perks.
• Relocation expense coverage to New York City or San Francisco, if needed.