Pinnacle Group, Inc.

Artificial Intelligence

• Develop, lead, and continuously evolve Pinnacle Group’s enterprise AI strategy across MSP, SI, and EOR services
• Own and execute the AI portfolio from concept through implementation, adoption, optimization, and value realization
• Establish intake, prioritization, resource allocation, investment, and executive reporting processes
• Translate corporate objectives and business needs into executable AI programs with defined requirements, timelines, milestones, success measures, and accountable owners
• Evaluate emerging AI technologies and enterprise capabilities to improve business performance, scalability, client value, and market differentiation
• Serve as executive sponsor and enterprise thought leader for AI initiatives
• Evaluate applications, data environments, workflows, and business processes for AI, automation, integration, optimization, or replacement opportunities
• Lead requirements, design reviews, prioritization, testing, deployment, and post-implementation optimization of scalable solutions
• Advance enterprise analytics and AI readiness through data quality, integration, predictive insights, reporting, and performance evaluation
• Serve as executive AI advisor for strategic client relationships
• Partner on strategic pursuits, RFPs, executive presentations, solution design, QBRs, client workshops, and innovation sessions
• Identify repeatable AI-enabled offerings, consulting capabilities, and new revenue opportunities
• Build partnerships across Strategic Services, Technology, Product, Operations, Sales, Marketing, HR, Finance, Legal, and Executive Leadership
• Provide strategic direction and mentorship to the AI & Automation Strategy function
• Establish governance for responsible AI development, deployment, and adoption
• Lead AI adoption change management, including stakeholder engagement, communications, training, readiness, adoption planning, and ongoing support
• Establish KPIs and executive reporting covering adoption, portfolio health, efficiency, productivity, revenue impact, client satisfaction, cost savings, and ROI
• Foster collaboration, innovation, continuous learning, and responsible AI adoption across the enterprise

Senior Director – Enterprise AI Strategy and Transformation

Vice President

• Develop and execute a 3–5 year growth strategy across Pinnacle’s MSP, SI, EOR, Advisory, and future offerings
• Build and lead Pinnacle’s Growth & Market Development organization, including systems, processes, and talent
• Elevate Pinnacle’s market position around workforce transformation, AI, MSP, SI, EOR, Advisory, and related services
• Define market positioning, messaging, and growth motions
• Build thought leadership programs
• Drive demand generation and account-based marketing strategies
• Build strategic partnerships and alliance programs
• Create executive engagement programs and facilitate executive account planning
• Identify opportunities to expand Pinnacle’s presence in existing and emerging markets
• Partner with service line leaders to create unified growth strategies and cross-service-line growth motions
• Support solution development and market positioning with business unit leaders
• Drive alignment across growth, delivery, operations, and service line leadership
• Establish Salesforce as the system of record for pipeline visibility, forecasting, account planning, and growth governance
• Implement Salesforce governance, dashboards, reporting discipline, and operating cadences
• Lead pipeline governance and forecasting processes
• Assess growth capabilities and implement scalable operating models
• Strengthen revenue operations practices
• Recruit, develop, and lead future growth leaders
• Build the growth organization from the ground up
• Foster a collaborative, accountable, market-facing culture
• Develop talent and leadership capacity, mentor emerging leaders, and establish succession planning

Vice President – Growth and Market Development

Sales

• Execute personalized outbound outreach to existing/prospective client contacts on behalf of Client Partners.
• Use CRM tools to send, track, and log all communications accurately.
• Apply standardized tags and notes to capture context and outreach outcomes.
• Coordinate with Client Partners to ensure messaging aligns with account history and intent.
• Maintain data accuracy and consistency to support reporting and future automation.
• Document recurring outreach patterns and flag opportunities for process improvement.
• Daily operations within Salesforce, Pipeliner, and Revenoid to maintain momentum.
• Submit successful "Personalization Patterns" to the MCAE Lead to be considered for broader Marketing Cloud Account Engagement automated tracks.
• Bi-weekly "Friction Report" delivered to the Tech Enablement/Product team identifying manual tasks that are "Ready for Automation" based on volume and repeatability.

Presales Associate

AI Engineer

• Design, build, and deploy end-to-end software workflows and automation across the entire GTM stack.
• Integrate LLM APIs, autonomous AI agents, and custom middleware into existing sales, marketing, and customer retention systems.
• Optimize data pipelines ensuring seamless flow between lead generation, intent signals, pipeline movement, and customer lifecycle data.
• Evaluate, benchmark, and implement emerging AI tools and frameworks to accelerate lead scoring, personalization, automated prospecting, and churn prediction.

GTM, AI Engineer

Business Analyst

• Responsible for maintaining and creating analysis and data visuals that will enable leaders of the program to make strategic decisions.
• Champion change and effectively manage the implementation of new ideas.
• Proactively communicate and collaborate with external and internal stakeholders to analyze information needs and functional requirements.
• Participate in planning, needs analysis and risk assessment; consult with stakeholders on how to best support their data use through the effective use of technology.
• Ability to take large data sets and present to leadership opportunities and strategies in a condensed manner.
• Present actionable insights at monthly and quarterly program review sessions.