Director/Delivery Lead | Artificial Intelligence

CBIZ; United States; Remote; USD 130,000 - 180,000; Full time

Job summary

CBIZ is seeking a Principal, Delivery Lead to drive end-to-end AI engagements across our client portfolio. You will align delivery with client objectives, regulatory considerations, and firm standards, leading cross-functional teams to ensure successful outcomes.

Ideal candidate has 8+ years in public accounting or related consulting, active CPA, and a track record of managing multi-workstream programs. Travel may be required as needed.

Qualifications

• Bachelor's degree in a related field required.
• CPA certification active is required.
• Experience leading AI, analytics, automation, or enterprise technology delivery engagements is preferred.

Responsibilities

• Lead end-to-end delivery of AI engagements, ensuring quality and on-time delivery.
• Oversee project teams, delivery methods, resource allocation, and issue resolution.
• Collaborate with market development, architecture, engineering, and governance leaders.
• Manage client relationships, including status updates, risk mitigation, and escalation.
• Drive delivery standards, process improvements, and reuse of leading practices.
• Support engagement financials including forecasting, utilization, and margins.
• Model leadership, client service, and professional integrity in all work.

Skills

Bachelor's degree

CPA certification

Public accounting

Education

Master's degree in business / accounting / technology / project management

Job description

#LI-CF2 #LI-Remote

If you are looking for more than another AI title, this opportunity provides direct access to executive priorities, meaningful client impact, and the chance to help establish CBIZ as a market leader in the future of AI-driven professional services.

The Principal, Delivery Lead is accountable for leading the successful execution of AI engagements across CBIZ Technology's client portfolio. This role ensures delivery excellence, engagement profitability, client satisfaction, and consistency in solution implementation. The Principal, Delivery Lead works across cross-functional teams to align project delivery with client objectives, regulatory considerations, and firm standards.

Essential Functions and Primary Duties

• Lead end-to-end delivery of AI engagements, ensuring quality, timeliness, and alignment with client expectations and scope.

• Provide oversight of project teams, delivery methodologies, resource allocation, and issue resolution across multiple engagements.

• Collaborate with market development, architecture, engineering, and governance leaders to deliver integrated AI solutions.

• Manage client relationships throughout engagement delivery, including status communication, risk mitigation, and escalation management.

• Drive delivery standards, process improvement, and reuse of leading practices across projects and teams.

• Support financial management of engagements, including forecasting, utilization, margin oversight, and change management.

• Model strong leadership, client service, and professional integrity in all work.

Preferred Qualifications

• Master's degree in business, accounting, technology, project management, or a related field.

• Experience leading AI, analytics, automation, or enterprise technology delivery engagements.

• Demonstrated success managing multi-workstream client programs with complex stakeholders and delivery teams.

• Experience with engagement financials, delivery governance, and quality assurance in a consulting environment.

• Knowledge of AI lifecycle management, implementation risks, and responsible AI practices.

• Relevant project management or delivery certifications preferred.

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.