Manager | AI Business Solutions

About the Role

We are seeking an Artificial Intelligence (AI) Business Solutions (Manager) to join our AI team at CBIZ. As a Manager, you will play a critical role in creating impactful AI applications across the organization, working as a critical liaison between Product Engineering, Business Transformation teams, and business stakeholders to ensure technology solutions deliver measurable business value aligned with strategic priorities.

Essential Functions and Primary Duties

• Serve as the primary liaison between Product Engineering teams, Business Transformation teams, and business stakeholders.
• Build trusted relationships with business leaders, operational teams, and end users to understand evolving business needs, priorities, and challenges.
• Communicate product roadmaps, enhancement progress, release updates, and upcoming capabilities to stakeholders.
• Manage the intake process for enhancement requests, bug reports, and emerging business use cases while ensuring proper documentation and business justification, determining alignment with existing platform capabilities and strategic objectives.
• Facilitate prioritization discussions between stakeholders and product teams to align product investments with business objectives.
• Set appropriate expectations regarding product capabilities, timelines, design decisions, and roadmap priorities.
• Monitor user feedback, adoption trends, and platform usage patterns to identify opportunities for increased business value and user engagement.

• Coordinate User Acceptance Testing (UAT) activities for product releases, enhancements, and new capabilities.

• Develop testing strategies and collaborate with business stakeholders to ensure appropriate validation prior to production deployment.

• Evaluate release scope and determine the level of stakeholder participation required based on business impact and change magnitude.
• Facilitate testing sessions, collect feedback, document findings, and partner with engineering teams on prioritization of identified issues.
• Conduct user experience reviews and provide objective feedback regarding usability, intuitiveness, workflow efficiency, and overall user experience.
• 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.
• Lead analysts and senior analysts to deliver high quality products, insights, and supporting materials and execute on defined objectives.
  

Preferred Qualifications

• Bachelor’s degree in Business, Accounting, Taxation, Computer Science, Data Science, Information Systems, Education, or a related field.
• 4-7 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, 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 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.

Minimum Qualifications

• Bachelor’s degree or equivalent experience required
• At least 6 years of related experience required
• Minimum 3 years of supervisory experience required
• A degree in Information Technology, Computer Systems Analysis, or Management Information Systems is preferred
• PMP preferred
• Demonstrated knowledge of healthcare industry regulations, policies, and procedures
• Demonstrated knowledge and experience working with business stakeholders and leaders, IT project planning, delivery, and execution using Traditional and Agile SDLC methodologies
• Experience with VSTS, Jira, and/or other team/project collaboration tools
• Ability to work in and lead a team, while communicating and coordinating with peer teams
• Ability to formulate, document and recommend new policies and procedures
• 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
• Ability to lift up to 50lbs