Principal AI Transformation Consultant

Unanet

Principal AI Transformation Consultant working with architecture and engineering firms to enhance workflows using AI-powered Champ for ERP. Leading business transformations and operationalizing solutions for improved decision-making.

Posted 5/15/2026full-timeRemote • 🇺🇸 United StatesLead💰 $136,000 - $160,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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.
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.

Requirements

What you’ll need

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.
Familiarity with AI, automation, copilots, and natural-language workflow tools.
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 workflows, use cases, and phased rollout plans.
Comfortable facilitating working sessions, executive conversations, and cross-functional alignment.
Able to balance strategic thinking with hands-on execution.
Willingness to travel, as needed.

Benefits

Comp & perks

employee equity
discretionary bonus compensation
participate in Unanet's employee benefits plans and programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business process improvementsoftware adoptionworkflow designchange managementdata maturity assessmentprocess maturity assessmentsolutioningAIautomationnatural-language workflow tools

Soft Skills

stakeholder influencefacilitationcross-functional alignmentstrategic thinkinghands-on executiontrusted advisorcollaborationdiagnostic skillsbehavior changecustomer engagement