Applied AI Solutions Lead

We are seeking an experienced Applied AI Solutions Lead to help advance how the firm applies AI to the daily work of its business teams. This role is a strategic partner to business teams, responsible for identifying and shaping how AI capabilities should be applied to a team’s work, and translating firm-wide AI platform investments into decisions a business leader can act on. The firm is now extending these platforms into the systems where work actually happens, including AI-enabled Microsoft 365 applications and approved connections to both structured and unstructured firm data, and this role helps business teams understand what that means for them and how to use it well. This role partners closely with business teams across Bessemer, as well as with GenAI Development, Information Security, Data Governance, Risk Management, Legal, and Compliance teams.

The ideal candidate combines strong applied knowledge of AI capabilities with a strategist’s ability to partner with a business team on how work should evolve. This individual will sit with business leaders, understand how their teams actually operate, and help them decide where AI creates real leverage, including where it does not. The role brings a working knowledge of the firm’s AI platforms, approved connectors, and AI-enabled Microsoft 365 capabilities so that guidance to the business is grounded in what these tools can genuinely do, not their marketing description. The role advises on and helps shape solutions built on approved platforms and data paths and works within the firm’s data architecture and governance.

This position requires a strategic mindset, strong applied AI literacy, and the ability to communicate AI capabilities and limitations in terms of business value, client impact, and operational risk.

Key Responsibilities

• Partner directly with business teams to understand how work is actually performed, including steps that are undocumented, manual, or worked around.
• Analyze data on bus partnership
• Identify, evaluate, and prioritize opportunities where AI creates measurable leverage in a business workflow, and advise clearly where it does not.
• Advise business teams on how to make effective use of approved AI platform capabilities, including Skills, Projects, Custom GPTs, and Microsoft 365 add-ins.
• Help business teams understand what is realistic when AI solutions draw on firm data, spanning structured sources such as CRM and reporting systems and unstructured sources such as document repositories and shared content libraries.
• Advise on how AI-enabled Microsoft 365 capabilities, across Excel, PowerPoint, Word, and Outlook, can and should be applied to a team’s actual work.
• Serve as the business-facing partner during evaluation and rollout of approved connectors between AI platforms and enterprise systems, helping teams understand what a connector will and will not do for them.
• Flag the data access, classification, and permission questions a proposed use case raises, and route them to Information Security and Data Governance early.
• Set realistic expectations with business teams on solution quality and limitations, including how scope and data currency affect what a connected AI capability can reliably deliver.
• Determine which steps in a workflow require human judgment and which can be supported by AI, and document that reasoning for review.
• Prepare solutions for firm governance review, including documentation, testing evidence, and identification of a named business owner.
• Establish and maintain business ownership of delivered solutions so they remain supported and maintainable independent of any individual.
• Convert individual solutions into repeatable patterns and maintain a catalog of reusable solutions available across the firm.
• Collect and synthesize practitioner feedback and translate it into platform, capability, and vendor roadmap input.
• Contribute to the firmwide AI use case inventory and to the evidence base for realized business value.
• Partner with Legal, Compliance, Risk Management, and Information Security where solutions involve client data, client-facing output, or supervisory obligations.
• Maintain awareness of evolving AI platform capabilities, including agentic features, and assess their applicability to firm workflows.
• Contribute to standards, operational playbooks, solution documentation, and technical enablement content.
• Mentor colleagues and contribute to the development of applied AI best p…