The posting
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-enabled workflows and decision-making, 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-driven operating models. 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.
What You’ll Do
- 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, automation, and natural-language workflows.
- 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.
Your First 90 Days
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 measurable business 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.
Who You Are
- 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.
- Proficiency with AI, automation, copilots, and natural-language workflow tools, including the ability to apply them to business process transformation.
- 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 AI-powered workflows, use cases, prompt strategies, and phased rollout plans.
- Comfortable facilitating working sessions, executive conversations, and cross-functional alignment focused on AI adoption and operational change.
- Able to balance strategic thinking with hands-on execution.
- Willingness to travel, as needed.
Your Differentiators
- Bachelor’s degree in Business, Technology, Operations, Consulting, or a related field preferred.
- Demonstrated proficiency in AI, automation, and natural-language interfaces, with the ability to translate emerging capabilities into practical business value.
- Ability to uncover business value, define success metrics, and guide customers toward measurable outcomes.
- Strong executive presence and customer-facing communication skills.
- Strong organizational, facilitation, and stakeholder management skills.
Our Values
- We are a Team: Employees, customers, and partners working together.
- We are Customer-Focused: Customers are the heart of everything we do.
- We are Driven: Seeking exceptional outcomes.
- We Own Our Success: Every employee has a stake in our company.
- We do the right thing and have fun in the process.
The salary range for this opportunity is $136,000 - $160,000 per year. You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits.
Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.
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