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Role Description

The Head of Deployed Intelligence is responsible for turning agents into real operating leverage inside CPA firms, beginning with Risk Advisory and Financial Audit. This role owns:

• Leading structured agent pilots and converting them into scaled deployments
• Designing and delivering custom agents aligned to firm methodologies
• Building and scaling an agent-first operating model across Advisory and Audit

This is an operating role accountable for embedding agents into live engagements and reshaping how work gets done.

What You’ll Do

• Lead High-Impact Agent Pilots
  • Design and execute structured pilots inside strategic accounts that prove agent value in real workflows.
  • Identify high-leverage use cases across audit and advisory engagements
  • Define pilot scope, workflow integration, and rollout plans
  • Lead cross-functional execution with CSMs and Agent Architects
  • Convert successful pilots into broader firm-wide deployments
• Build and Deliver Custom Agents
  • Own agent customization as a core capability.
  • Conduct deep discovery of firm methodologies, documentation standards, and engagement models
  • Translate firm-specific approaches into tailored agent behavior and outputs
  • Partner with Agent Architects to configure logic, structure, and output formats
  • Oversee validation and go-live within live engagements
  • Develop scalable customization frameworks that preserve depth while enabling reuse
• Lead Agent-First Workflow Redesign
  • Drive structural workflow transformation across Advisory and Audit practices.
  • Map current-state engagement workflows
  • Redesign workflows for active agent participation across planning, testing, documentation, review, and reporting
  • Redefine human-agent role allocation within engagement teams
  • Build structured rollout plans tied to recurring engagement cycles
  • Establish maturity stages for agent integration within firms
• Drive Firm-Level Adoption
  • Ensure agents become embedded in real engagement teams, not layered on top.
  • Develop structured rollout and change plans
  • Align firm leadership around expectations and operating shifts
  • Design enablement programs for partners, managers, and staff
  • Identify and resolve adoption friction points
  • Partner closely with CSMs to integrate agent strategy into account plans
• Build the Deployed Intelligence Function
  • Create the systems that make transformation repeatable.
  • Standardize frameworks for pilot design, customization, workflow redesign, and rollout
  • Build scalable playbooks that extend across firms
  • Establish adoption tracking and feedback loops
  • Partner with Product and Engineering to inform roadmap based on field learnings
• Build and Lead Advisory & Audit Engineering Teams
  • Build and scale a team of “Advisory Engineers” and “Audit Engineers” — AI-native domain experts who combine deep practice knowledge with the ability to design, customize, and operationalize agents.
  • Hire and develop AI-native SMEs across Risk Advisory and Financial Audit
  • Train them to translate firm methodologies into agent logic and workflows
  • Embed them into pilot execution, customization, and workflow redesign efforts
  • Establish them as the frontline operators driving agent-first transformation inside client engagements
  • Create clear operating standards, playbooks, and career paths for this new function

Qualifications

• 10+ years of experience across product, consulting, operations, or professional services, with exposure to technology-driven transformation
• Experience working on AI-enabled products, workflow automation, or data-driven platforms
• A strong ability to analyze complex business processes and reimagine how they should work in a modern, AI-native environment
• Experience leading or contributing to change management initiatives, helping teams adopt new tools, processes, and ways of working
• Excellent written and verbal communication skills, with a track record of collaborating across product, engineering, design, and business stakeholders
• Comfort operating in ambiguous, fast-moving environments, where you help define both the product and the process as you go
• A technical, business, accounting, or related degree, or equivalent professional experience

Benefits

• Competitive compensation packages with meaningful ownership
• Flexible PTO
• 401k
• Wellness benefits
• Technology & Work from Home reimbursement
• Flexible work schedules