A.I. Analyst

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

About the Role:
We are seeking an innovative A.I. Analyst to join our MyCBIZ.ai team in a hybrid Chicago-based role. As an A.I. Analyst, you will play a critical role in identifying impactful A.I. use cases ("use case hunting") across the organization and client environments, as well as designing and delivering prompt engineering training programs. You will empower internal teams and external clients to leverage A.I. technologies effectively by developing, testing, and refining prompts that drive business value. Your consultative and enablement work will drive MyCBIZ.ai adoption, foster A.I. literacy, and unlock new business opportunities.

Essential Functions and Primary Duties

• Identify, evaluate, and document A.I. use cases by engaging with business units, sales teams, and clients to understand their challenges, workflows, and objectives.
• Lead interactive workshops and discovery sessions to uncover high-impact opportunities for A.I. automation, analytics, and process improvement.
• Design, develop, and deliver comprehensive prompt engineering training for internal staff and external clients, covering best practices for crafting, testing, and iterating prompts for various A.I. models and business scenarios.
• Develop hands-on enablement materials (guides, tutorials, case studies, knowledge base articles) focused on A.I. use case implementation and effective prompt engineering.
• Partner with product, sales, customer success, and marketing teams to build and facilitate customer-facing enablement programs, including A.I. use case validation, live demonstrations, and tailored prompt engineering sessions.
• Serve as a consultative advisor to teams, prospects, and customers, designing and prototyping A.I. solutions using real-world data and prompt strategies.
• Support RFI/RFP submissions by contributing use case examples and prompt-driven solution outlines that highlight MyCBIZ.ai's capabilities and business impact.
• Drive internal adoption of MyCBIZ.ai at CBIZ by championing A.I. use case innovation, providing prompt engineering support, and advocating for best practices in A.I.-driven transformation.
• Collect feedback on prompt effectiveness and use case results to refine training and enablement initiatives and inform the MyCBIZ.ai product roadmap.
• Analyze program effectiveness, track engagement and business outcome KPIs, and share insights with leadership to optimize A.I. enablement efforts.
• Continuously update your knowledge of the latest A.I. models, prompt engineering techniques, automation, and industry trends to ensure enablement programs are best-in-class.
• Foster a collaborative and inclusive culture, modeling consultative, customer-focused leadership internally and externally.

Preferred Qualifications

• Bachelor's degree in Business, Computer Science, Data Science, Information Systems, Education, or a related field.
• 2-4 years of experience in enablement, training, solutions consulting, or A.I./enterprise software roles, ideally with a focus on A.I. use case discovery or prompt engineering.
• Hands-on experience with prompt engineering or using A.I./LLM tools (e.g., ChatGPT, Gemini, Azure OpenAI, etc.), including creating, refining, and evaluating prompt outcomes.
• Demonstrated ability to identify, validate, and communicate high-value A.I. use cases for internal and client environments.
• Experience in designing and delivering engaging training sessions, workshops, or enablement materials on technical topics for diverse audiences.
• Strong technical and business acumen; able to bridge the gap between end-user needs and A.I. technology solutions.
• Exceptional communication, facilitation, and storytelling skills; able to engage and influence both technical and non-technical stakeholders.
• Effective project management skills, able to juggle multiple initiatives and deliver results in a fast-paced environment.
• Creative, analytical, and solution-oriented approach to problem solving.
• Customer-first mindset with experience driving technology adoption and change.
• Experience in the accounting, tax, benefits, or professional services industry is a plus.
• Willingness to travel up to 10-15% for training, client meetings, conferences, and events.

Minimum Qualifications Required

• College Degree or equivalent required
• 1 year related experience
• Proficient use of applicable technology
• Ability to follow technical instructions and guidelines
• Ability to document daily activities and system functions
• Able to work in team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally
• Ability to travel as required by business and on-call availability
• Able to lift up to 50 lbs.

The annual salary target for this job in this market is$90,000- $110,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

The application window is anticipated to close on or before October 31st, 2025.

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