AI Transformation Lead
About the role
Intapp's Enterprise Transformation and AI Center of Excellence is responsible for turning frontier AI capabilities, Celeste and Claude, into production workflows that our own GTM and Finance teams rely on every day. The AI Transformation Lead leads that work end-to-end: scoping the business problem, designing the agent or integration, shipping it into a live system such as OP4i, and proving out the impact with real usage data. This is a hands-on delivery role, not an evangelism or training function. You will own the full path from concept to production for our highest-value agentic workflows, working inside a defined governance model that includes structured prioritization, UAT, and change management. You will also be responsible for turning what you learn into reusable playbooks and frameworks that make the next deployment faster than the last.
You'll work closely with Business Transformation Managers, Data Quality Manager, Operations, G&A, IT, and Applied AI and you'll have a direct role on the AI Advisory Council that sets investment and prioritization decisions for the enterprise AI program.
Key Outcomes
- Adoption: Consistent weekly active usage of deployed workflows across the target function, measured against licensed seats; new workflows reach broad usage within 90 days of general availability.
- Impact: Measurable time savings per workflow against a documented baseline, not an estimate; clear improvement in data quality, cycle time, forecast accuracy, client NPS, etc. tied directly to your deployment.
- Maturity:
- A growing portfolio of agentic workflows moved from concept to production each quarter.
- Deployment patterns codified into playbooks and frameworks that other teams can reuse.
- A shrinking concept-to-production cycle time as your patterns mature.
Responsibilities
- Lead end-to-end delivery of AI-driven workflows, from intake and prioritization through build, UAT, and production rollout.
- Embed directly with Sales, Services, Success & Support, etc. to identify and scope real workflow friction.
- Work directly with Applied AI team to bring client successes and learnings to inform the internal Celeste workflow roadmap; additionally, share internal successes with the Applied AI team.
- Design and build integrations & workflows across OP4I, M365, Celeste, Claude, etc. including new Celeste Playbooks, Claude Skills/Plug-ins, and agentic workflows.
- Balance trade-offs across scope, speed, and quality to protect delivery timelines and outcomes.
- Translate ambiguous business requests into scoped, governed, production-ready solutions with a clear owner and success metric.
- Codify successful patterns into reusable playbooks, templates, and frameworks that scale beyond a single deployment.
- Provide structured feedback on real-world usage and performance data to IT and the AI Advisory Council.
- Identify and flag data governance risks, including access control gaps and write-back conflicts, before they become production issues.
- Develop an operating model to scale Playbooks and agents across Business Transformation Managers and Operations teams (e.g., workflow ownership, change management, adoption, etc.).
Requirements
- Proven experience deploying AI/ML systems into production, including LLM-based applications, with a strong understanding of how model behavior affects real business workflows.
- Experience working directly with senior stakeholders, able to translate technical concepts into business value and drive adoption.
- Demonstrated ability to scope and deliver complex systems in fast-moving, ambiguous environments, with strong judgment on risk and prioritization.
- A combination of engineering, consulting, and product thinking, with strong systems and architectural judgment and an ownership mentality.
- Excellent communication skills across technical and non-technical audiences, with the ability to simplify complexity and drive alignment.
- Comfort operating inside a structured governance model, balancing speed with the discipline required at enterprise scale.
Benefits
- Professional development opportunities, including reimbursement for training and continuing education.
- Modern, open offices designed for creativity and collaboration, with complimentary lunches and fully stocked kitchens.
- Comprehensive wellness and flexible time off programs.
- Family-formation benefits and support during your family-building journey.
- Paid volunteer time off and a donation matching program for causes you care about.