Director of Artificial Intelligence

Vision and Strategic Partnership

Partner with the CEO, CSO and ELT to shape and continuously refine the WM Synergy AI strategy. Bring your own point of view on where AI is going in mid-market ERP, where the moat is, and where the bets should be placed. Create and continuously communicate a shared vision of where the AI practice is going. Translate market signals, customer needs, and competitive moves into a roadmap the team can execute against. Surface market and customer signals back to the ELT. You are our eyes on the AI landscape. Push back when you see us missing something.

Team Leadership

Lead a small, focused AI team and hire and develop 1 to 2 Business Analysts, agent engineers, and/or AI experts in year one. Add fractional or part-time specialists as needed (FinOps, evaluations, data engineering). Coach and support our consultants, functional and technical, and software engineers as they learn to build agents, ERP customizations, reports, and productized IP based on their industry expertise. Goal is to make 130+ delivery professionals more capable and watch for Agents that can be used across multiple customers.

Customer Feedback and Productized Agents

Run the customer feedback loop. Sit in on flagship reference customer engagements, listen for what customers actually need, and feed it back into the roadmap. Deliver the productized agent roadmap. Build 3 to 5 industry-specific agents in year one tied to manufacturing and distribution workflows. Partner with Sales and Delivery to support customer-facing AI engagements, from scoping through deployment and optimization.

AI Spend Management (FinOps)

Own all internal AI spend: Anthropic, open-source infrastructure, and so on. Build cost dashboards, model-routing policies, and consumption governance. Build AI FinOps as an external service line, assessment, governance, model selection, value tracking, turning the discipline we build internally into recurring customer revenue.

Idea-to-Production Factory

Run the Idea-to-Production Factory in partnership with the AI Council. Intake, prototype, evaluate, productize, retire. Kill quickly. Scale what works.

Tool, Architecture, and Reliability Standards

Own the decision framework for when we use Claude/Cowork, when we use Velocity Suite, when we use Acumatica's native AI, and when we use open-weight models. Maintain the architecture standards across the team. Make reliability an economic discipline. Every agent we ship has bounded loops, evaluation criteria, and human checkpoint design.

Required Qualifications

• 5+ years of relevant experience.
• Hands-on AI builder. Direct experience with Claude/Anthropic, agent frameworks, RAG, and evaluation systems. You can architect and ship, not just delegate.
• Track record of leading small, high-performing teams across technical and functional disciplines.
• Strong commercial instincts. Comfortable with margin profiles, pricing conversations, and customer-facing engagements.
• Experience in SMB or mid-market services, ideally in manufacturing, distribution, ERP, or adjacent industries.

PREFERRED QUALIFICATIONS

• Exposure to Acumatica, Sage Intacct, Infor, or comparable mid-market ERP ecosystems.
• Background that blends startup builder energy with services-firm discipline.
• Has stood up an AI program or center of excellence, including the operating model, governance, and the path from proof of concept to production.
• Experience driving AI adoption across delivery teams with tools like Claude Code, GitHub Copilot, or Cursor.