Principal AI Solutions Advisor

ViziRecruiter,LLC.; Merrimack (NH); Hybrid; USD 140,000 - 210,000; Full time

Job summary

CNXN Helix Center at Connection Inc. is seeking a Principal AI Solutions Advisor to drive customer-facing workshops and guide AI, data, agent, and governance strategy across Microsoft and related platforms.

You will partner with sellers, architects, and delivery teams to shape opportunities and define roadmaps in a dynamic market. The role requires 5+ years in advisory/pre-sales roles, deep knowledge of Copilot, Power Platform, Azure, and governance; excellent communication and stakeholder

Qualifications

• Bachelor's degree in CS, IS, Engineering, Business, or related field, or equivalent practical experience.
• 5+ years in technical pre-sales, consulting, solution architecture, or related customer-facing roles.
• Experience leading customer workshops, discovery sessions, or executive presentations.
• Strong working knowledge of Microsoft 365 Copilot, Copilot Studio, Power Platform, Microsoft Fabric, and Azure services.
• Understanding AI governance, responsible AI, data governance, security, privacy, and compliance in enterprise environments.
• Ability to translate business requirements into practical recommendations, roadmaps, and engagement plans.

Responsibilities

• Leads customer-facing discovery sessions, executive briefings, and workshops.
• Advises customers on Microsoft AI, automation, and data platforms including Copilot, Power Platform, and Azure services.
• Translates customer goals into practical recommendations, reference architectures, and roadmap options.
• Supports pre-sales pursuits by partnering with account teams and partners.
• Develops workshop outputs and reusable assets such as presentations and solution playbooks.
• Mentors junior team members and helps scale field capability with best practices.

Skills

Pre-sales

Solution architecture

Workshop leadership

Microsoft 365 Copilot

Power Platform

Azure

AI governance

Executive communication

Stakeholder management

Education

Bachelor's degree

Tools

Dataverse

Copilot Studio

Microsoft Fabric

Job description

Introduction

Be part of the team that drives our company forward, transforming ideas into real-world tools and platforms that support the business and spur innovation.

Overview

What We Do: CNXN Helix Center at Connection Inc., is at the forefront of AI innovation, offering cutting-edge solutions that redefine the boundaries of artificial intelligence and data management. We are dedicated to helping our clients navigate the complexities of AI integration, ensuring they stay ahead in a rapidly evolving technological landscape. Our commitment to excellence, innovation, and strategic growth makes us an industry leader. Visit us at www.connection.com/helix.

Who We Are: Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It's what makes Connection unique-what drives us to innovate and create technology solutions that stand apart from the crowd. We'd love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others.

Why You Should Join Us: You'll find supportive teammates and a rewarding career at Connection-plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family. Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive. We value the importance of our employees' emotional well-being. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You'll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days.

This is a remote or hybrid opportunity preferably based near our corporate offices in Merrimack, NH, or Boston or New York metropolitan areas.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

The Principal AI Solutions Advisor serves as a customer-facing technical leader responsible for shaping solution direction, leading workshops, and guiding customers on AI, data, agent, and governance strategy across Microsoft and adjacent enterprise AI platforms. The Principal AI Solutions Advisor plays a key role in pre-sales advisory, customer discovery, executive and technical workshops, and solution development across modern AI productivity and platform ecosystems. This role helps customers evaluate and adopt technologies centered on Microsoft 365 Copilot, Copilot Studio, Power Platform, Microsoft Fabric, Azure, and related governance, security, and adoption capabilities, while also maintaining practical working knowledge of adjacent platforms such as Claude Enterprise, Claude Code, ChatGPT Enterprise, and Codex where relevant to customer needs.

The Principal Advisor partners with sellers, strategic partners, architects, and delivery teams to guide customers through technology selection, roadmap definition, architecture direction, and scoped next steps in a rapidly evolving market. This position is intended for a strong advisory and workshop leader with practical customer-facing experience.

Responsibilities

• Leads customer-facing discovery sessions, executive briefings, and workshops ranging from approximately 2 to 16 hours in duration.
• Advises customers on Microsoft AI, automation, and data platforms, including Microsoft 365 Copilot, Copilot Studio, Power Platform, Microsoft Fabric, Azure AI, Azure data services, and related governance and security considerations.
• Helps customers understand and compare options for AI assistants, agent platforms, enterprise coding tools, and AI governance patterns, including practical exposure to Claude Enterprise, Claude Code, ChatGPT Enterprise, and Codex.
• Translates customer business goals, technical requirements, risk concerns, and operating constraints into practical recommendations, reference architectures, maturity assessments, and roadmap options.
• Supports pre-sales pursuits by partnering with Connection account teams, OEMs, hyperscalers, software partners, and internal delivery resources to shape opportunities and position CNXN Helix services.
• Develops workshop outputs and reusable assets including presentation materials, assessments, decision frameworks, use-case maps, demonstration narratives, and solution playbooks.
• Guides customers on topics such as agent strategy, Copilot readiness, data readiness, responsible AI, governance, compliance, environment strategy, identity and access, lifecycle management, and operational adoption.
• Provides practical direction on Power Platform architecture, Dataverse, environment planning, DLP, ALM, Center of Excellence concepts, and governance operating models.
• Supports customer conversations related to Microsoft Fabric, Azure analytics modernization, and data platform alignment for AI and agentic use cases.
• Maintains awareness of broader infrastructure and platform choices, including AWS, Google Cloud, Dell, HPE, and NVIDIA-based AI infrastructure, where those choices influence customer strategy and buying decisions.
• Operates across a broad customer base spanning multiple verticals including manufacturing, healthcare, retail, financial services, education, and other industries, as well as customers of varying size and maturity.
• Builds trusted-advisor relationships with customer stakeholders ranging from practitioners and architects to senior IT and business leaders.
• Contributes to CNXN Helix thought leadership and field readiness by staying current on platform capabilities, partner priorities, competitive positioning, and customer adoption trends.
• Mentors junior team members and helps scale field capability through repeatable assets, guidance, and best practices.

Requirements

• Bachelor's degree in Computer Science, Information Systems, Engineering, Business, or related field, or equivalent practical experience.
• 5+ years of experience in technical pre-sales, consulting, solution architecture, customer success engineering, advisory services, or related customer-facing roles.
• Demonstrated experience leading customer workshops, discovery sessions, strategy sessions, or executive presentations.
• Strong working knowledge of Microsoft 365 Copilot, Copilot Studio, Power Platform, Microsoft Fabric, and Azure services relevant to AI, data, automation, and governance.
• Understanding of AI governance, responsible AI, data governance, security, privacy, identity, compliance, and operational readiness considerations in enterprise environments.
• Practical understanding of Power Platform solution design including Power Apps, Power Automate, Dataverse, environment strategy, governance, ALM, DLP, and Center of Excellence concepts.
• Working knowledge of enterprise AI and developer productivity platforms such as Claude Enterprise, Claude Code, ChatGPT Enterprise, and Codex.
• Ability to translate business requirements into practical solution recommendations, roadmap options, and next-step engagement plans.
• Strong communication, presentation, facilitation, and stakeholder-management skills, with the ability to engage both executives and technical teams.
• Ability to create compelling customer-facing content including workshop materials, recommendations, assessments, and solution positioning.
• Comfortable working across a broad range of industries, customer sizes, and levels of technical maturity.
• Able to balance strategic advisory conversations with practical platform guidance and light demonstration or prototype support where needed.
• Highly collaborative and able to work effectively with account teams, delivery resources, and vendors.
• Strong organizational discipline and ability to manage multiple customer opportunities and priorities simultaneously.

Additional preferred competencies or preferred qualifications:

• Experience with Microsoft-centric advisory, architecture, or solution consulting in enterprise or mid-market environments.
• Experience with Microsoft Fabric, Azure AI, Power BI, data platform modernization, or AI governance programs.
• Familiarity with Copilot adoption, agent strategy, enterprise change management, or productivity transformation initiatives.
• Exposure to Dell, HPE, NVIDIA, hybrid infrastructure, or multi-cloud conversations related to AI workloads.
• Familiarity with workshop-led selling, proposal shaping, statement-of-work support, or consultative solution selling motions.
• Experience in one or more target verticals such as manufacturing, healthcare, retail, financial services, or education.
• Relevant Microsoft certifications such as Azure, Power Platform, Fabric, security, or architecture certifications are preferred.
• Familiarity with enterprise coding assistant deployment and governance patterns is preferred.