Are you a credentialed accounting or tax professional who wants to shape how AI transforms client work? As a Deployed AI Strategist , you will serve as the primary technical liaison between our product and end users. You will lead the hands-on deployment of AI solutions directly within accounting, tax, and audit firms, embedding yourself in their workflows to ensure successful adoption . You are the trust-layer: a credentialed professional who speaks the language of the customer, understands the regulatory environment, and guides practitioners through natural language workflow construction as a trusted advisor. You will partner closely with forward-deployed engineers to translate client needs into technical requirements and rapidly iterate on solutions in the field. T his role requires strong collaboration with internal teams (product management, engineering, sales, and customer success) to deliver customers a seamless experience with new-to-market AI solutions.

About the Role

In the role of Deployed AI Strategist , you will:

• Lead customer discovery to understand existing processes, identify automation opportunities, and assess use case feasibility

• Guide customers through workflow construction using natural language prompting, building reusable skill templates and a prompt library scalable across service lin es

• Identify , document, and escalate e dge cases, output quality issues, and domain-specific gaps to product and engineering ; participate in feature testing to close the feedback loop

• Partner with sales during pre-close engagements to provide technical credibility and workflow demonstrations

• Track and report on value realization metrics for assigned accounts, including time saved, review cycles reduced, and engagement throughput

• Develop and deliver training resources to customers, enabling them to self-serve on identified use cases

About You

You are a fit for the role of Deployed AI Strategist if you have:

• An a ctive CPA license or equivalent professional credential (required)

• 3 - 8 years of public accounting experience, ideally at a regional or national firm (Big 4 experience preferred )

• Hands-on experience in audit and assurance, tax compliance, or advisory/financial analysis

• Demonstrated ability to translate technical concepts for non-technical audiences

• Deep familiarity with AI tools and comfort working in early-stage, ambiguous environments

• Strong organization and project management skills

• Willingness to travel for on-site customer workshops

Why Join Us?

This is a high-impact customer-facing role , giving you the opportunity to shape our AI deployment strategy . You’ll help build the foundational prompt library and domain knowledge base that shapes product direc tion from the ground up, while serving as the trusted lia ison between an advanced AI product and real-world tax and audit professionals.

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What’s in it For You?

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment for our office-based roles while delivering a seamless experience that is digitally and physically connected.
• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together. -…