Senior Consultant, AI Services

Engagement Delivery

Lead and execute the day-to-day delivery of AI consulting engagements across InvestorFlow's client base, from kickoff through completion.

Conduct AI readiness assessments — evaluating client data infrastructure, workflows, tooling, and organizational capability to adopt AI solutions.

Design and document AI use-case inventories, prioritization frameworks, and phased implementation roadmaps tailored to private markets workflows.

Configure, implement, and validate AI solutions within client environments, including integrations with InvestorFlow's platform and adjacent enterprise systems.

Manage workstreams, timelines, and deliverables with precision — ensuring engagements stay on scope, on budget, and on schedule.

Facilitate working sessions, workshops, and stakeholder interviews with both technical teams and business leaders at client organizations.

Produce high-quality engagement deliverables: current-state assessments, future-state blueprints, implementation playbooks, and executive readouts.

Identify and escalate risks, blockers, and scope changes proactively, partnering with the MD of AI Services to resolve them.

Technical & Functional AI Implementation

Translate business requirements into AI solution designs, selecting appropriate approaches across generative AI, LLM-based automation, workflow orchestration, and data integration.

Hands-on configuration and deployment of AI tools and integrations — including prompt engineering, API connections, agent workflows, and model evaluation.

Assess and work within client data environments: CRM data quality, data pipelines, structured/unstructured data sources, Snowflake, ERPs, front and mid office tools and systems and governance frameworks.

Bridge functional and technical workstreams, ensuring that AI solutions are grounded in real operational workflows and that both IT and business stakeholders are aligned.

Apply knowledge of private markets processes — LP management, fundraising workflows, deal origination, reporting — to contextualize AI recommendations and implementations.

Test, validate, and iterate on AI-powered outputs to ensure accuracy, reliability, and fitness-for-purpose in a regulated, institutional environment.

Client Relationship & Communication

Build trusted working relationships with client project teams, serving as a reliable day-to-day point of contact throughout engagements.

Communicate technical concepts clearly and accessibly to non-technical business stakeholders, including C-suite audiences when needed.

Gather and synthesize client feedback to continuously improve engagement delivery and solution quality.

Support senior leadership in steering committee presentations and executive briefings.

Practice Development

Contribute to the development of reusable engagement accelerators, templates, and methodology documentation as the practice scales.

Capture and codify engagement learnings, client insights, and implementation patterns into shared IP for the consulting team.

Participate in pre-sales activities — supporting proposals, scoping conversations, and solution demonstrations alongside the Managing Director and Sales team.

Contribute to thought leadership content and internal knowledge-sharing as expertise and bandwidth allow.