Job Description
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 anagentic AI layermodeled 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 anAI-native business operating platformthat 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 anAI-first architecturethat can scale across businesses, departments, users, and use cases.Core ResponsibilitiesPlatform Strategy & Architecture
- Help define and guide the architecture of an AI-powered SaaS platformintegrating 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 frameworkthat 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 CRMand 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 &
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