Principal AI Transformation Consultant

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, and turn Champ into an operational part of how teams make decisions and execute work.

This role is ideal for someone who understands how AE firms operate, can diagnose workflow friction, and can translate business challenges into practical AI‑powered ways of working. 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.

• 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.

In your first 30 days, you'll attend orientation and meet the Unanet team. You'll build an understanding of Champ for ERP, Unanet's AE customers, and the core workflows where AI can deliver value. You'll shadow discovery sessions, onboarding conversations, and customer working sessions to learn how Champ is positioned and operationalized in real customer environments.

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.

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.

• 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…