#LI-CF2 #LI-Remote
ResponsibilitiesWe are seeking an Artificial Intelligence (AI) Transformation Analyst to join our AI team at CBIZ. As an Analyst, you will play a critical role in creating impactful AI applications across the organization, working with service lines to design and deploy process specific agents. You will also support AI training and change management initiatives and may contribute to AI go-to-market initiatives.
Essential Functions and Primary Duties
- Identify, evaluate, and prototype or build high value AI prompts, skills, or agents, working with key stakeholders to understand business needs (e.g., current state, challenges, and objectives).
- Design and deliver comprehensive AI training sessions and enablement materials (e.g., guides, tutorials, case studies, though leadership) for CBIZ team members and external clients, covering best practices and strategies for technical and non-technical stakeholders.
- Collect feedback on effectiveness of platforms, applications, training, and enablement materials and monitor engagement and business outcome KPIs to influence the product and program roadmap.
- Continuously update your knowledge of the latest in AI (e.g., model performance, context engineering, industry trends, application limitations) to feed the product pipeline and ensure enablement programs are best-in-class.
- Foster a collaborative and inclusive culture, modeling consultative, customer-focused leadership internally and externally.
Preferred Qualifications
- Bachelor’s degree in Business, Accounting, Taxation, Computer Science, Data Science, Information Systems, Education, or a related field.
- 1-3 years of experience in solutions engineering or consulting, enablement, training, or AI/enterprise software roles, ideally with a focus on prompt/context engineering, AI, and/or agents.
- Hands-on experience with LLMs (e.g., M365 Copilot, ChatGPT, Gemini, etc.), including creating, refining, and evaluating prompts/context, and agentic orchestration (e.g., MCP).
- Demonstrated ability to identify, validate, and prototype or build high value AI prompts, skills, or agents, working with key stakeholders to understand business needs.
- Experience in designing and delivering engaging training sessions, workshops, or enablement materials on technical topics for diverse audiences.
- Strong technical and business acumen; able to bridge the gap between end-user needs and AI technology solutions.
- Exceptional communication, facilitation, and storytelling skills; able to engage and influence both technical and non-technical stakeholders.
- Effective project management skills, able to juggle multiple initiatives and deliver results in a fast-paced environment.
- Creative, tenacious, analytical, and solution-oriented approach to problem solving.
- Customer-first mindset with experience driving technology adoption and change.
- Experience in the accounting, tax, benefits, or professional services industry is a plus.
- Willingness to travel up to 10-15% for training, client meetings, conferences, and events.
Qualifications
Minimum Qualifications Required
- College Degree or equivalent required
- 1 year related experience
- Proficient use of applicable technology
- Ability to follow technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally
- Ability to travel as required by business and on-call availability
- Able to lift up to 50 lbs
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- College degree or equivalent
- At least 1 year of related experience
- Proficient use of applicable technology
- Ability to follow technical instructions and guidelines
- Ability to document daily activities and system functions
- Ability to work in a team environment
- Verbal and written communication across internal and external organizational levels
- Ability to travel as required by the business
- On-call availability
- Ability to lift up to 50 pounds
- Bachelor's degree in Business, Accounting, Taxation, Computer Science, Data Science, Information Systems, Education, or a related field
- 1-3 years of experience in solutions engineering, consulting, enablement, training, AI, or enterprise software roles
- Experience with LLMs such as M365 Copilot, ChatGPT, or Gemini
- Experience creating, refining, and evaluating prompts or context
- Experience with agentic orchestration such as MCP
- Experience prototyping or building AI prompts, skills, or agents
- Experience designing and delivering technical training, workshops, or enablement materials
- Strong technical and business acumen
- Exceptional communication, facilitation, and storytelling skills
- Project management skills and ability to manage multiple initiatives
- Experience driving technology adoption and change
- Experience in accounting, tax, benefits, or professional services
- Willingness to travel 10-15% for training, client meetings, conferences, and events
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
