AI Transformation Consultant / AI Solutions Architect (Agentic AI, Custom CRM, SaaS Platform, Revenue Operations)

Position Overview We are seeking a highly capable AI Transformation Consultant with strong developer and solutions architecture depth to help design, guide, and support the buildout of a next-generation AI-powered SaaS platform . This platform is intended to unify the power of a custom CRM , marketing automation , sales enablement , customer service , product management , revenue operations , accounting workflows , data infrastructure , and data warehouse environments into a single intelligent operating system for modern businesses. At the center of the platform is an agentic AI layer modeled after real corporate structure and decision flows. The vision includes AI agents functioning as role-based digital counterparts across the organization, such as:

• CEO Agent
• CMO Agent
• CFO Agent
• COO Agent
• CSO / Sales Leader Agent
• Service Agent
• Website Agent
• Social Media Agent
• Sales Associate Agent
• Product / Project Agent
• Analytics / Revenue Agent

This role is ideal for someone who can operate at the intersection of AI strategy, applied architecture, platform development, orchestration, integration, and business transformation . What We Are Building We are building an AI-native business operating platform that combines:

• Custom CRM capabilities
• Marketing, sales, and service tools
• Customer lifecycle and business lifecycle workflows
• Revenue and operational intelligence
• Data consolidation and warehouse architecture
• Agent-based automation and decision support
• Multi-company / multi-tenant SaaS deployment potential
• AI-driven execution across websites, content, reporting, workflows, and customer interactions

The right candidate should understand not just how to build features, but how to help shape an AI-first architecture that can scale across businesses, departments, users, and use cases. Core ResponsibilitiesPlatform Strategy & Architecture

• Help define and guide the architecture of an

AI-powered SaaS platform integrating CRM, RevOps, MarTech, Service, Product, Finance, and Data environments

• Translate business vision into scalable technical frameworks, product structure, and phased execution plans
• Design system architecture for multi-tenant deployment, role-based access, orchestration, security, observability, and extensibility
• Advise on build-vs-buy decisions, infrastructure choices, model selection, orchestration layers, and long-term platform defensibility

Agentic AI Design

• Design and implement an

agentic AI framework that mirrors real business functions and corporate hierarchy

• Architect role-based AI agents with memory, context boundaries, permissions, tool access, escalation logic, and cross-agent collaboration
• Help define how agents coordinate across departments such as sales, marketing, operations, finance, service, and executive oversight
• Guide the development of systems for reasoning, routing, task execution, approvals, auditability, and human-in-the-loop controls

AI / LLM Engineering Guidance

• Evaluate and apply modern model ecosystems including open-source and commercial LLMs
• Design practical workflows using technologies such as

LangGraph , Llama , Docker , vector search, retrieval pipelines, prompt frameworks, orchestration tools, and API-connected services

• Advise on model selection, agent memory, embeddings, tool calling, structured outputs, RAG patterns, and production AI workflows
• Support experimentation across platforms including

Nemotron , OpenCLA / Claude-family models , Llama-based stacks , and other relevant model ecosystems CRM + Business Systems Integration

• Guide the integration of the AI layer into a

custom CRM and surrounding business systems

• Design workflows spanning:
• lead capture
• sales pipelines
• marketing campaigns
• service operations
• account management
• product/project workflows
• financial and revenue visibility
• reporting and data movement
• Ensure interoperability across APIs, databases, front-end tools, and third-party platforms

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