AI Transformation Lead

Company Description

FinBot is building a next-generation accounting and financial management platform designed for professional accounting firms, CPAs, bookkeepers, and tax advisors. Our mission is to simplify and automate complex financial workflows, enabling professionals to manage their clients, compliance obligations, and financial data in a smarter and more scalable way.

We combine modern product thinking, automation, and AI-powered capabilities to transform traditional accounting systems into intelligent platforms that support the evolving needs of financial professionals and their clients.

As FinBot continues to grow, we are looking for a highly technical and hands-on AI Transformation Lead to drive the implementation and adoption of AI across the organization.

For more information about our company, please visit our LinkedIn page: https://www.linkedin.com/company/fin-bot/

About the Role

This is a builder role, not a strategy-only position. You will be responsible for identifying high-impact opportunities, designing and implementing AI-powered solutions, and integrating them into our existing systems and workflows across R&D, Support, Sales, and Operations.

The ideal candidate combines a strong engineering background with the ability to translate business needs into scalable, production-ready solutions - and ensure they are actually adopted and deliver measurable impact.

Role Mission

Lead the company’s AI transformation end-to-end through practical implementation - building, integrating, and scaling AI-driven workflows and internal tools that improve efficiency, quality, and business performance across all departments.

What You’ll Do

Build & Implement AI Solutions (Core Focus)

• Design, build, and deploy AI-powered workflows, automations, and internal tools
• Develop rapid POCs and evolve them into production-ready solutions
• Work hands-on with LLMs, APIs, and automation frameworks
• Ensure solutions are scalable, maintainable, and aligned with system architecture

Integrate with Systems & Architecture

• Integrate AI solutions into existing platforms (CRM, support systems, internal tools, data flows)
• Design robust integrations using APIs and orchestration layers
• Ensure alignment with engineering standards, security, and data integrity

Drive Cross-Company Impact

• Identify high-value use cases across R&D, Support, Sales, Domain, and Operations
• Translate business workflows into efficient, AI-driven processes
• Partner with stakeholders to ensure solutions solve real problems

Own Adoption & Impact

• Ensure solutions are used, not just built
• Define and track KPIs (efficiency, time saved, quality improvements, adoption rates)
• Continuously iterate based on feedback and real-world usage

Enable & Standardize

• Establish best practices for AI usage across the company
• Guide teams on how to effectively use AI tools in their daily work
• Act as the internal expert for AI workflows, tools, and capabilities

What We’re Looking For:

Must-Have

• Strong background in software engineering / R&D / system architecture
• Proven hands-on experience building AI-powered solutions, automations, or internal tools
• Experience working with APIs, integrations, and system workflows
• Ability to take ideas from concept → implementation → adoption
• Strong systems thinking and architectural judgment
• Experience working cross-functionally with both technical and non-technical teams
• Builder mindset with a strong focus on execution and impact

Nice to Have

• Experience in B2B SaaS environments
• Experience improving internal processes (Support, Sales, Ops, etc.)
• Familiarity with modern AI tooling (LLMs, orchestration frameworks, agents)
• Experience with automation platforms (e.g., Make, Zapier, n8n) alongside custom implementations
• Background in product-oriented or operational roles

What Success Looks Like (First 3–6 Months)

• Delivered multiple production-level AI solutions with measurable business impact
• Reduced manual work and improved efficiency across at least 2-3 departments
• Successfully integrated AI workflows into core systems and daily operations
• Achieved strong adoption across teams (beyond experimentation)

Why This Role Matters

This role is a force multiplier for the entire organization.

By embedding AI into how we work - not just what we build - you will help us scale smarter, move faster, and significantly improve operational efficiency across the company.