AI & Workflow Innovation Lead

External

Attivopartners · Multiple Cities

Full-timeOn-site1mo ago30+ days old, may be filled

DocumentationGenerative AILeadershipMentoring

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Responsibilities

AI Implementation & Project Management
Serve as the primary owner for implementing AI tools and workflow automation initiatives across Attivo from strategy through deployment.
Lead internal stakeholder meetings to assess operational pain points and prioritize AI use cases.
Develop and manage detailed AI implementation project plans, timelines, and milestone tracking.
Act as the first line of communication for AI-related questions, troubleshooting, and workflow optimization.
Ensure clarity of scope, ownership, governance, and measurable outcomes across teams.
Technical Implementation & System Execution
Generative AI & Knowledge System Development:
Design and implement an internal AI-powered chat and knowledge interface.
Integrate internal documentation, playbooks, SOPs, and prior client deliverables into a searchable AI-enabled system.
Develop structured prompt libraries and templates for accounting, finance, and client-response workflows.
Continuously optimize response accuracy, usability, and speed.
AI-Enabled Workflow Design & Automation:
Identify high-friction accounting and finance processes suitable for AI augmentation.
Design and deploy AI-enabled w

Benefits

Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.Our Values:Lasting Relationships: We build solid and enduring connections with our clients and team members.Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!At Attivo, AI isn't a side project - it's the strategy. And we're looking for the person to own it.This isn't a role where you execute someone else's vision. It's a role where you help shape ours. You'll have direct access to leadership, a seat in the conversation, and the platform to drive meaningful change - with the organizational support behind you to actually make it happen.At a firm our size, your ideas won't disappear into a queue. They'll be heard, evaluated, and when they're right - built.If you're looking for a place where your expertise in AI will be valued, challenged, and put to work in ways that matter - this is it.Role OverviewVision insuranceRemote work options

Additional Information

Join the Rapidly Growing Team at Attivo Partners! Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you! Why Attivo? Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.

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