Consultant

Posted An Hour Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Mid level
Consulting • Financial Services
The Role
Support AI project teams by executing workstreams, preparing client-facing presentations and documentation, assisting implementation activities, maintaining required certifications, using relevant technology, communicating with stakeholders, and traveling as needed for client engagements.
Summary Generated by Built In

#LI-CF2 #LI-Remote

Responsibilities

If you are looking for more than another AI title, this opportunity provides direct access to executive priorities, meaningful client impact, and the chance to help establish CBIZ as a market leader in the future of AI-driven professional services.

 

The Consultant provides project support and client service across CBIZ Technology’s AI engagements. This role assists in executing assigned workstreams, preparing client-facing materials, supporting implementation activities, and contributing to team-based delivery efforts. The Consultant is expected to communicate effectively, work collaboratively, and build technical and consulting capabilities within the AI practice.

 

Essential Functions and Primary Duties

  • Support project teams in executing AI-related tasks, documentation, analysis, and implementation activities.

  • Prepare presentations and supporting materials to communicate information clearly to a variety of audiences.

  • Contribute effectively within a team environment while supporting client and internal project needs.

  • Maintain certifications and licenses required for the assigned area of expertise.

  • Use applicable technology proficiently to complete assigned responsibilities and support project delivery.

  • Communicate professionally in writing and verbally with internal and external stakeholders.

  • Travel as needed based on client and business requirements.

 

Preferred Qualifications

  • Bachelor’s degree in business, technology, information systems, analytics, or a related field.

  • Experience supporting project delivery, business analysis, client service, or technology implementation efforts.

  • Familiarity with AI, automation, data analysis, or digital transformation concepts.

  • Ability to create polished presentations, documentation, and client-ready materials.

  • Exposure to consulting, professional services, or client-facing project environments preferred.

  • Relevant certifications or technical training related to assigned area of expertise preferred.

Qualifications

Minimum Qualifications

 

  • High School diploma or GED required; Bachelor's degree preferred

  • 3 years of experience in related field

  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses 

  • Must be able to work in a team environment

  • Competence in presentation to effectively communicate information to diverse audience using visual aids, verbal delivery and engaging presentation techniques.

  • Proficient use of applicable technology

  • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally

  • Must be able to travel based on client and business need

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

  • High School diploma or GED
  • Bachelor's degree in business, technology, information systems, analytics, or related field
  • 3 years of experience in related field
  • Achieve and preserve professional certifications relative to area of expertise
  • Relevant certifications or technical training related to assigned area of expertise
  • Experience supporting project delivery, business analysis, client service, or technology implementation
  • Familiarity with AI, automation, data analysis, or digital transformation concepts
  • Competence in creating and delivering presentations to diverse audiences
  • Proficient use of applicable technology
  • Demonstrated verbal and written communication skills at all organizational levels
  • Ability to work effectively in a team environment
  • Ability to travel based on client and business need
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The Company
HQ: Cleveland, OH
3,512 Employees

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.

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