Principal Strategist, AI for Services Delivery

Equisoft; Philadelphia (Philadelphia County); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical

Dental

Retirement Plan

Telemedicine Program

Job summary

Equisoft is a global provider of digital solutions for insurance and investment, delivering AI-driven services across multiple regions. The Principal Strategist, AI for Services Delivery, reports to the COO and owns how AI is used across the full implementation lifecycle—from requirements analysis to testing and deployment.

The role focuses on building reusable AI workflows, governance, and toolchains, with a target of 25%+ effort reduction across projects and collaboration across USA, Canada,

Qualifications

• 10+ years in enterprise software delivery.
• Experience leading multi-region teams.
• Experience introducing AI or automation into a delivery organization.

Responsibilities

• Set the approach for using AI in requirements analysis, use case definition, configuration, integration, and test case generation.
• Develop tools, playbooks, and governance for AI across services and regions.
• Drive 25%+ effort reduction targets and track progress across projects.
• Train delivery leads on approved tools and workflows.
• Audit projects for compliance with AI standards and report to leadership.

Skills

AI in delivery

Multi-region leadership

Requirements analysis

Test strategy

Tools

Azure DevOps

Atlassian

OIPA

Job description

HYBRID - Montreal, Canada

What is Equisoft?

Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts.With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.

Why Choose Equisoft?

With 950+ employees, we are a stable organization that offers career advancement opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

• Hiring Location: Canada / USA (Eastern Time Zone)
• Internal position title: Principal, AI for Services Delivery
• Full-time Permanent Role
• Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.
• Number of hours per week: 40
• Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)

Role:

The Principal Strategist, AI for Services Delivery reports to the Chief Operating Officer. Equisoft implements different solutions for large and complex life and annuity carriers worldwide. This role owns how AI is used across the full implementation lifecycle: requirements analysis, use case definition, configuration, integration, and testing. It is central to Equisoft’s objective of maximizing the use of AI across the enterprise, giving delivery teams the tools to accelerate implementations, with a target of 25%+ effort reduction across projects.

Your Day With Equisoft

• Set the approach for using AI in requirements analysis, use case definition, OIPA rules and configuration, integration, and test case generation
• Take the AI ideas Equisoft has already identified and turn them into tools, techniques and playbooks ready to roll out across our services and regions
• Look for new ways to innovate with AI in implementations, especially around configuration, in a cost-effective way
• Build a governance framework: which AI tools are approved, how outputs get reviewed, and where human sign-off is mandatory
• Drive the 25%+ effort reduction target on Equisoft/manage and Carbon implementations, and track progress project by project
• Develop reusable AI-assisted workflows for generating OIPA rules and complex SQL, drafting user stories, and automating test case creation
• Select and/or develop the tools that support delivery, including MCP integrations with Atlassian and Azure DevOps, and turn them into practical delivery playbooks
• Keep the practice current as models and tools change: retire what doesn’t work, scale what does
• Deploy the standards and playbooks across every delivery region: USA, Canada, Caribbean, LATAM, EMEA/APAC, and the India Global Capability Centre (configuration, QA, data migration)
• Train delivery leads and practitioners on approved tools and workflows
• Adapt the rollout to each region’s maturity and workload rather than applying one plan everywhere
• Audit project teams against the defined AI standards, and flag and correct deviations
• Report compliance and effort-reduction metrics to delivery and executive leadership
• Own data handling and IP risk for AI use on carrier-confidential project data, working with Information Security
• Work with regional delivery VPs to align the rollout with each region’s delivery calendar, and with the enterprise AI and IT teams to stay aligned on direction

Requirements

Technical

• 10+ years in enterprise software delivery, with meaningful time developing systems using AI
• Direct experience across the phases this role covers: requirements analysis, use case definition, configuration, integration, and testing
• A track record of introducing AI or automation into a delivery organization, not just piloting it
• Experience leading initiatives across distributed, multi-region teams

Soft Skills

• Strong sense of organization and prioritizing
• Ability to influence and drive adoption across regions without direct reports
• Analytical and problem-solving skills
• Ability to communicate, write and synthesize information, and to train and coach practitioners
• Team spirit, tact, diplomacy, autonomy, rigor, and discipline

Nice To Haves

• Life and annuity insurance domain expertise
• Experience with AI tooling in software delivery: LLM-assisted code and rule generation, automated test generation, MCP-based integrations
• Experience standing up AI governance frameworks in regulated or carrier-confidential environments

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.