AI Workflow Engagement Lead — Hybrid NYC

Datasite; New York (NY); Hybrid; USD 83,000 - 142,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Datasite in New York City is seeking an Engagement Manager to own the technical execution of AI-enabled workflows, translating customer needs into repeatable solutions within the BlueFlame platform. You will build, test, refine, and deploy workflows directly in product, collaborating with Customer Success, Implementation/Delivery, and Engineering.

The role emphasizes hands-on design and build, not just relationship management, with a hybrid NYC schedule requiring three in-office days.

Qualifications

• 0–4 years of professional experience, ideally in a client-facing, technical consulting, implementation, customer success, solutions, financial services, or AI-related role.
• Strong technical aptitude and demonstrated ability to learn new software, tools, and workflows quickly.
• Ability to break down ambiguous business problems into clear processes, requirements, inputs, and outputs.
• Strong analytical and problem-solving skills, with an interest in understanding how AI can improve real-world business workflows.
• Excellent written and verbal communication skills, including the ability to work directly with customers and explain technical concepts clearly.
• Strong attention to detail and willingness to test, iterate, and troubleshoot until a workflow produces a high-quality result.
• Ability to manage multiple priorities in a fast-moving environment and take ownership of work from initial discovery through completion.
• Demonstrated curiosity, initiative, and comfort working in an environment where processes and product capabilities continue to evolve.

Responsibilities

• Build and configure customer-facing AI workflows within the BlueFlame platform, including skills, prompts, workflow logic, document-generation workflows, data extraction and transformation workflows, and other automations.
• Translate a customer’s existing business process into a structured AI-enabled workflow that can be reliably executed by end users.
• Configure prompts, inputs, outputs, templates, files, tools, and workflow steps required to deliver the desired business outcome.
• Test workflows against representative customer data and scenarios; identify failure modes, improve instructions and configuration, and iterate until outputs meet quality standards.
• Troubleshoot workflow behavior and distinguish between configuration issues, product limitations, data issues, and problems requiring Product, Engineering, or FDE involvement.
• Look for repeatable patterns that can be templated and reused across customers.

Skills

Technical aptitude

Client-facing

Problem solving

Communication skills

Detail oriented

Multi-tasking

Job description

Datasite in New York City is seeking an Engagement Manager to own the technical execution of AI-enabled workflows, translating customer needs into repeatable solutions within the BlueFlame platform. You will build, test, refine, and deploy workflows directly in product, collaborating with Customer Success, Implementation/Delivery, and Engineering.

The role emphasizes hands-on design and build, not just relationship management, with a hybrid NYC schedule requiring three in-office days.