AI Transformation Consultant / AI Solutions Architect (Agentic AI, Custom CRM, SaaS Platform, Revenue Operations)
Position Overview
We are seeking a highly capable
AI Transformation Consultant
with strong
developer and solutions architecture depth
to help design, guide, and support the buildout of a next-generation
AI-powered SaaS platform
.
This platform is intended to unify the power of a
custom CRM
,
marketing automation
,
sales enablement
,
customer service
,
product management
,
revenue operations
,
accounting workflows
,
data infrastructure
, and
data warehouse environments
into a single intelligent operating system for modern businesses.
At the center of the platform is an
agentic AI layer
modeled after real corporate structure and decision flows. The vision includes AI agents functioning as role-based digital counterparts across the organization, such as:
• CEO Agent
• CMO Agent
• CFO Agent
• COO Agent
• CSO / Sales Leader Agent
• Service Agent
• Website Agent
• Social Media Agent
• Sales Associate Agent
• Product / Project Agent
• Analytics / Revenue Agent
This role is ideal for someone who can operate at the intersection of
AI strategy, applied architecture, platform development, orchestration, integration, and business transformation
.
What We Are Building
We are building an
AI-native business operating platform
that combines:
• Custom CRM capabilities
• Marketing, sales, and service tools
• Customer lifecycle and business lifecycle workflows
• Revenue and operational intelligence
• Data consolidation and warehouse architecture
• Agent-based automation and decision support
• Multi-company / multi-tenant SaaS deployment potential
• AI-driven execution across websites, content, reporting, workflows, and customer interactions
The right candidate should understand not just how to build features, but how to help shape an
AI-first architecture
that can scale across businesses, departments, users, and use cases.
Core ResponsibilitiesPlatform Strategy & Architecture
• Help define and guide the architecture of an
AI-powered SaaS platform
integrating CRM, RevOps, MarTech, Service, Product, Finance, and Data environments
• Translate business vision into scalable technical frameworks, product structure, and phased execution plans
• Design system architecture for multi-tenant deployment, role-based access, orchestration, security, observability, and extensibility
• Advise on build-vs-buy decisions, infrastructure choices, model selection, orchestration layers, and long-term platform defensibility
Agentic AI Design
• Design and implement an
agentic AI framework
that mirrors real business functions and corporate hierarchy
• Architect role-based AI agents with memory, context boundaries, permissions, tool access, escalation logic, and cross-agent collaboration
• Help define how agents coordinate across departments such as sales, marketing, operations, finance, service, and executive oversight
• Guide the development of systems for reasoning, routing, task execution, approvals, auditability, and human-in-the-loop controls
AI / LLM Engineering Guidance
• Evaluate and apply modern model ecosystems including open-source and commercial LLMs
• Design practical workflows using technologies such as
LangGraph
,
Llama
,
Docker
, vector search, retrieval pipelines, prompt frameworks, orchestration tools, and API-connected services
• Advise on model selection, agent memory, embeddings, tool calling, structured outputs, RAG patterns, and production AI workflows
• Support experimentation across platforms including
Nemotron
,
OpenCLA / Claude-family models
,
Llama-based stacks
, and other relevant model ecosystems
CRM + Business Systems Integration
• Guide the integration of the AI layer into a
custom CRM
and surrounding business systems
• Design workflows spanning:
• lead capture
• sales pipelines
• marketing campaigns
• service operations
• account management
• product/project workflows
• financial and revenue visibility
• reporting and data movement
• Ensure interoperability across APIs, databases, front-end tools, and third-party platforms
Data &
Apply tot his job
Apply To this Job
We are seeking a highly capable
AI Transformation Consultant
with strong
developer and solutions architecture depth
to help design, guide, and support the buildout of a next-generation
AI-powered SaaS platform
.
This platform is intended to unify the power of a
custom CRM
,
marketing automation
,
sales enablement
,
customer service
,
product management
,
revenue operations
,
accounting workflows
,
data infrastructure
, and
data warehouse environments
into a single intelligent operating system for modern businesses.
At the center of the platform is an
agentic AI layer
modeled after real corporate structure and decision flows. The vision includes AI agents functioning as role-based digital counterparts across the organization, such as:
• CEO Agent
• CMO Agent
• CFO Agent
• COO Agent
• CSO / Sales Leader Agent
• Service Agent
• Website Agent
• Social Media Agent
• Sales Associate Agent
• Product / Project Agent
• Analytics / Revenue Agent
This role is ideal for someone who can operate at the intersection of
AI strategy, applied architecture, platform development, orchestration, integration, and business transformation
.
What We Are Building
We are building an
AI-native business operating platform
that combines:
• Custom CRM capabilities
• Marketing, sales, and service tools
• Customer lifecycle and business lifecycle workflows
• Revenue and operational intelligence
• Data consolidation and warehouse architecture
• Agent-based automation and decision support
• Multi-company / multi-tenant SaaS deployment potential
• AI-driven execution across websites, content, reporting, workflows, and customer interactions
The right candidate should understand not just how to build features, but how to help shape an
AI-first architecture
that can scale across businesses, departments, users, and use cases.
Core ResponsibilitiesPlatform Strategy & Architecture
• Help define and guide the architecture of an
AI-powered SaaS platform
integrating CRM, RevOps, MarTech, Service, Product, Finance, and Data environments
• Translate business vision into scalable technical frameworks, product structure, and phased execution plans
• Design system architecture for multi-tenant deployment, role-based access, orchestration, security, observability, and extensibility
• Advise on build-vs-buy decisions, infrastructure choices, model selection, orchestration layers, and long-term platform defensibility
Agentic AI Design
• Design and implement an
agentic AI framework
that mirrors real business functions and corporate hierarchy
• Architect role-based AI agents with memory, context boundaries, permissions, tool access, escalation logic, and cross-agent collaboration
• Help define how agents coordinate across departments such as sales, marketing, operations, finance, service, and executive oversight
• Guide the development of systems for reasoning, routing, task execution, approvals, auditability, and human-in-the-loop controls
AI / LLM Engineering Guidance
• Evaluate and apply modern model ecosystems including open-source and commercial LLMs
• Design practical workflows using technologies such as
LangGraph
,
Llama
,
Docker
, vector search, retrieval pipelines, prompt frameworks, orchestration tools, and API-connected services
• Advise on model selection, agent memory, embeddings, tool calling, structured outputs, RAG patterns, and production AI workflows
• Support experimentation across platforms including
Nemotron
,
OpenCLA / Claude-family models
,
Llama-based stacks
, and other relevant model ecosystems
CRM + Business Systems Integration
• Guide the integration of the AI layer into a
custom CRM
and surrounding business systems
• Design workflows spanning:
• lead capture
• sales pipelines
• marketing campaigns
• service operations
• account management
• product/project workflows
• financial and revenue visibility
• reporting and data movement
• Ensure interoperability across APIs, databases, front-end tools, and third-party platforms
Data &
Apply tot his job
Apply To this Job