AI Advisor (Client Facing Role)

Do you enjoy working with multiple clients at once? Do you like the idea of Fractional CTO work but don't want the hassle of running a business?

SMB Team is seeking an internal, FULL TIME HIRE who can serve as part of our team of Fractional CTOs to our portfolio of law firm owner clients. We are looking for deliver AI readiness assessments and ongoing fractional CTO services to small law firms, helping them adopt AI tools, strengthen their technology infrastructure, and build internal capability. Generating revenue and client impact for SMB Team.

WHAT'S IN IT FOR YOU?

📈 An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.

🦷 BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.

☀️ FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.

💡 EDUCATION – Team member education and learning budget on courses, events and books.

🌴 FUN – Company activities, outings, and retreats.

💲 INVESTMENTS – 401(k) with a 3% Match.

💻 WORK STYLE – WFH or come to the office. The choice is yours!

The salary for this role is $150,000-$160,000 annually based on experience.

Key Responsibilities:

• Conduct Phase 1 AI Readiness Assessments for small law firms (technology audit, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery)
• Deliver AI coaching sessions (2 per Phase 1 engagement) and serve as on-call AI advisor for Phase 2 retainer clients
• Maintain ongoing Phase 2 retainer relationships: monthly check-ins, dashboard maintenance, AI tool adoption oversight, and light IT/security tasks
• Manage client pipeline in coordination with SMB Team sales; contribute to pre-sales scoping calls and proposal support
• Stay current on legal AI tooling (Harvey, Clio Duo, Copilot for M365, Casetext, etc.) and update SMB Team’s recommended stack as the landscape evolves
• Document all client-facing work in SMB Team’s systems; contribute reusable templates and playbooks to the practice library
• Flag blockers, scope changes, or delivery risks to the CTO in a timely manner

• 5+ years in a technology leadership role (CTO, VP Engineering, Director of IT, or equivalent); experience in a client-facing or consulting capacity strongly preferred
• Demonstrated hands-on experience with AI tools and workflows, including generative AI applications in professional services contexts (legal, finance, or healthcare a plus)
• Ability to conduct a credible technology and data infrastructure audit independently; comfortable with cloud platforms (M365/Google Workspace), practice management software, and integration tooling
• Clear, confident communicator. Able to explain AI concepts to non-technical law firm leadership without condescension
• Familiarity with legal technology landscape preferred (Clio, NetDocuments, Harvey, Casetext, etc.); deep legal knowledge not required
• Experience writing structured deliverables
• Must be able to independently execute all Phase 1 deliverables without hand-holding—this role owns the full engagement from kickoff to report delivery
• Must be comfortable as the face of SMB Team with law firm clients; professional presence and clear communication are non-negotiable
• No legal background required, but must have genuine intellectual curiosity about the legal industry and willingness to learn the landscape quickly
• Must be current on generative AI tools and able to demonstrate them credibly to non-technical audiences
• Must be willing to work within SMB Team’s systems and contribute to shared playbooks (i.e. this is not a solo practice)
• Must be available for client-facing work during standard business hours; travel to client sites may occasionally be required

By joining our team, you'll have the opportunity to make a significant impact on the financial success of our law firms, helping them navigate the complex financial landscape of the legal industry. If you're a seasoned financial professional with a passion for the legal industry, we'd love to hear from you.

SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.

Bottom Line: We change lives. Want proof? Read our Google My Business reviews.

There are three parts to our business:

Educational Brand: We currently run the most prominent talk show in the legal industry. Every week, we get hundreds of lawyers on our webinars by interviewing top thought leaders (as seen on our YouTube). The goal is to become THE source of education for lawyers.

Marketing Services: We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management. Our goal is to scale our services business to over $15M in revenue in 2023.

Coaching Services: We have a rapidly-growing, Philadelphia-based coaching program for lawyers. In our first year, we built our coaching business into a multi-seven-figure business. Our program has been identified as the most comprehensive coaching program for attorneys, and we plan to double the size of our clients in the next year.

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.

The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans