CBIZ
AI Solutions Specialist | Senior Analyst
CBIZ is seeking an Artificial Intelligence (AI) Solutions Specialist (Senior Analyst) to join our AI team. The role will design and deploy process‑specific AI agents, support AI training and change‑management initiatives, and contribute to go‑to‑market efforts.
Essential Functions And Primary Duties
Identify, evaluate, and prototype or build high‑value AI prompts 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 for CBIZ employees and external clients, covering best practices and strategies for both technical and non‑technical stakeholders.
Collect feedback on the effectiveness of platforms, applications, training, and enablement materials, monitor engagement and business outcome KPIs, and influence the product and program roadmap.
Continuously update knowledge of the latest in AI (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.
2-4 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., ChatGPT, Gemini) including creating, refining, and evaluating prompts/context and agentic orchestration.
Demonstrated ability to identify, validate, and prototype or build high‑value AI prompts or agents, working with key stakeholders to understand business needs.
Experience 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.
Minimum Qualifications
College degree or equivalent.
3 years related experience.
Ability to lead and coordinate the team activities of others.
Proficient use of applicable technology.
Ability to execute and draft technical instructions and guidelines.
Ability to document daily activities and system functions.
Able to work in a team environment.
Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally.
Ability to travel as required by business and on‑call availability.
About Us CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where they are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Information Technology
Industries Business Consulting and Services
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Essential Functions And Primary Duties
Identify, evaluate, and prototype or build high‑value AI prompts 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 for CBIZ employees and external clients, covering best practices and strategies for both technical and non‑technical stakeholders.
Collect feedback on the effectiveness of platforms, applications, training, and enablement materials, monitor engagement and business outcome KPIs, and influence the product and program roadmap.
Continuously update knowledge of the latest in AI (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.
2-4 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., ChatGPT, Gemini) including creating, refining, and evaluating prompts/context and agentic orchestration.
Demonstrated ability to identify, validate, and prototype or build high‑value AI prompts or agents, working with key stakeholders to understand business needs.
Experience 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.
Minimum Qualifications
College degree or equivalent.
3 years related experience.
Ability to lead and coordinate the team activities of others.
Proficient use of applicable technology.
Ability to execute and draft technical instructions and guidelines.
Ability to document daily activities and system functions.
Able to work in a team environment.
Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally.
Ability to travel as required by business and on‑call availability.
About Us CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where they are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Information Technology
Industries Business Consulting and Services
#J-18808-Ljbffr