AI & Workflow Innovation Lead

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.

What We Offer:

• 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!

Role Overview

The AI & Workflow Innovation Lead manages and executes Attivo Partners’ internal AI strategy and implementation initiatives to accelerate AI-enabled service delivery across the firm. This role is responsible for owning the end-to-end AI implementation experience—ensuring successful technical deployment, measurable operational impact, and the development of a repeatable, scalable AI enablement playbook for Attivo.

As the primary AI implementation lead, they will serve as the bridge between firm leadership, internal teams, technology platforms, and pilot clients—driving structured experimentation, ensuring data integrity and governance, and documenting best practices to support long-term service innovation and expansion.

Key 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 workflows (e.g., onboarding support, close assistance, reconciliation review, technical research acceleration).
• Build repeatable automation templates for internal and client-facing use.
• Ensure AI workflows integrate effectively with core systems (ERP, CRM, document management tools).

Data Integrity, Governance & Validation:

• Establish QA frameworks to validate AI-generated outputs and automated workflows.
• Define AI governance standards, usage policies, and guardrails.
• Monitor data security, confidentiality, and compliance considerations.

Client Pilot & Go-To-Market (GTM) Collaboration

• Maintain a limited portfolio of anchor clients to pilot AI-enabled workflows in live delivery environments.
• Measure time savings, quality improvements, and operational impact.
• Identify scalable AI-enabled service opportunities for client offerings.
• Partner with leadership and sales teams to assess technical feasibility and implementation scope for potential AI services.
• Provide insights from pilot implementations to inform future packaging, pricing, and positioning.

Documentation & Process Development

• Review AI platform documentation and training materials to ensure alignment with best practices.
• Document weekly learnings, experimentation results, implementation challenges, and resolution strategies.
• Develop Attivo’s internal AI implementation playbook, including:
  • AI opportunity identification framework
  • Workflow automation standards
  • Prompt engineering and template libraries
  • QA and validation protocols
  • Governance and risk guidelines
  • Troubleshooting documentation
• Build scalable SOPs and training resources to enable broader team adoption.

Measurement & Continuous Improvement

• Establish performance metrics for AI initiatives (response time, efficiency gains, error reduction, adoption rates).
• Develop dashboards or reporting mechanisms to track ROI and firm-wide impact.
• Deliver regular updates to leadership on AI experimentation, results, and expansion opportunities.
  Continuously refine workflows based on usage data and stakeholder feedback.

Requirements

• Strong understanding of accounting and finance operations and modern accounting technology stacks.
• Ability to translate AI capabilities into practical workflow applications.
• Experience leading cross-functional technology or systems implementations.
• High attention to detail with strong validation and quality control capabilities.
  Exceptional organizational and documentation skills with the ability to transform experimentation into scalable process.
• Ability to manage ambiguity in an evolving AI landscape and proactively solve complex operational challenges.
• Comfortable serving as a strategic and technical lead across internal and client-facing initiatives.

Qualifications

• 5+ years of experience in accounting, finance operations, consulting, or systems implementation.
• Experience implementing workflow automation or AI-enabled tools preferred.
  Familiarity with generative AI tools and automation platforms strongly preferred.
• Demonstrated success managing full-cycle technology implementations from discovery through deployment.
• Experience building SOPs, documentation frameworks, and scalable internal processes.
• Strong written and verbal communication skills with the ability to explain complex technical concepts clearly.

Location/Travel

• Remote – Pacific Time Zone (preferred)
• Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups

Reports To: Head of Technology & Innovation

Salary Range: $145,000 - $185,000 (depending on experience), with a 12% bonus target

Position Status: Full-time, exempt