Role Description This critical role involves shaping the future operating systems of a forward-thinking company leveraging AI technology. The impact areas include workforce transformation and AI integrations that redefine business processes. As the Agentic AI Lead, you will work closely with senior leadership to craft and execute strategies that enhance operational efficiencies while promoting a culture of innovation. Your contributions will directly influence both internal systems and customer-facing processes, ensuring a transformative approach to modern work. - Design the company's future operating systems by diagnosing current issues and developing AI-first processes. - Shape the 'agentic' operating model, integrating autonomous tools and human insights into decision-making. - Drive measurable outcomes through technical and analytical projects that enhance efficiency. - Lead proof-of-concept initiatives to validate innovative processes and assist in scaling solutions. - Translate innovation into scalable frameworks applicable across various functions. - Collaborate with data and engineering to support infrastructure needs for AI integration. - Advise top leadership to align AI capabilities with business goals. - Champion a cultural shift towards adopting responsible AI practices. Qualifications - 8+ years of experience in business transformation or product strategy, preferably in high-growth environments. - Demonstrated ability to lead cross-functional projects that innovate business systems or workflows. - Strong technical skills with familiarity in AI tools and automation platforms. - Hands-on experience in building or deploying workflow automations and custom skills. - Excellent communication skills for building trust across diverse teams. - Systems thinker with a strong focus on execution and impact delivery. - Bachelor’s degree in a technical field; MBA is a plus. - Experience with data architecture and AI-driven upskilling initiatives is preferred. Requirements - 8+ years of experience in business transformation or product strategy, preferably in high-growth environments. - Demonstrated ability to lead cross-functional projects that innovate business systems or workflows. - Strong technical skills with familiarity in AI tools and automation platforms. - Hands-on experience in building or deploying workflow automations and custom skills. - Excellent communication skills for building trust across diverse teams. - Systems thinker with a strong focus on execution and impact delivery. - Bachelor’s degree in a technical field; MBA is a plus. - Experience with data architecture and AI-driven upskilling initiatives is preferred. Benefits - Virtual-first collaboration across multiple time zones with WFH office reimbursement. - Competitive compensation and generous equity packages. - Flexible health plans that meet a variety of needs. - Direct exposure to leadership and fast-tracking of impactful ideas. - Paid global gatherings twice a year for team building and connection. - Recognition of contributions leading to growth opportunities without rigid timelines.

• Lead the strategic planning, development, and execution of the company’s AI roadmap and long-term innovation strategy • Identify, evaluate, and prioritize AI and machine learning opportunities that improve operations, automation, and business value • Apply structured methodologies to assess use case feasibility, technical readiness, adoption requirements, and expected ROI • Partner with Data Engineering and Technology teams to build and deploy scalable AI models, generative AI capabilities, and decision intelligence tools • Oversee all stages of the AI development lifecycle, including model design, testing, deployment, monitoring, retraining, and performance optimization • Develop and manage responsible AI frameworks that address transparency, risk, ethics, compliance, and governance • Conduct impact analyses and assess organizational readiness to adopt AI-driven processes and technologies • Create and deliver communication strategies to support AI adoption for leaders, teams, and stakeholders • Collaborate with business units to map workflows, redesign processes, and integrate AI-driven solutions into operations • Lead the design and implementation of training programs that support end-user adoption of AI tools • Build, develop, and mentor a high-performing AI organization across data science, machine learning, and applied AI disciplines • Partner with external technology providers, vendors, academic institutions, and research organizations to evaluate emerging AI technologies • Create metrics and dashboards to measure activation, performance, and business impact of AI solutions • Lead continuous improvement efforts through data analysis, root cause assessment, and iterative solution updates • Communicate complex technical concepts and model insights to executive leadership in clear, accessible language • Manage AI program budgets, resources, vendor contracts, and reporting requirements

Role Description As a Principal AI Forward Deployed Engineer at OneStream, you are the senior-most individual contributor within the AI Forward Deployed Engineering program. This role drives sustained AI adoption at OneStream’s most strategic enterprise accounts by combining deep finance domain expertise with AI fluency and customer advisory capability. You operate as a trusted advisor to senior finance stakeholders (CFOs, FP&A VPs), owning AI use case roadmaps, leading adoption and change management strategy, and translating non-deterministic AI outputs into actionable business language. You partner with FDE team members, AI Delivery, AI Engineering, and OneStream’s partner ecosystem to ensure customers achieve measurable ROI from SensibleAI products within OneStream implementations. The Principal AI FDE shapes engagement models, defines reusable playbooks, and informs hiring profiles as the FDE program scales. This is a foundational role that sets the standard for how OneStream’s AI Forward Deployed Engineering function operates at the enterprise level. Primary Duties and Responsibilities - Customer AI Adoption & Advisory - Serve as the primary strategic advisor to senior finance stakeholders at assigned accounts, owning the AI adoption roadmap from initial deployment through sustained operational ownership. - Participate directly in the design and delivery of AI use cases at assigned accounts, including solution architecture, data pipeline configuration, and implementation oversight — particularly during initial deployment and expansion phases. - Lead adoption and change management strategy for AI-enabled finance processes, ensuring customer organizations can confidently own non-deterministic AI outputs independently. - Design and facilitate executive workshops, business reviews, and readouts that connect AI capabilities to measurable financial outcomes (forecast accuracy, cycle time, process efficiency). - Engage directly with customer finance and data teams to deliver, validate, and refine AI solutions within the OneStream ecosystem. - Use Case Strategy & Expansion - Identify and validate expansion use cases within assigned accounts by translating business objectives into actionable AI implementation plans aligned to the SensibleAI product portfolio. - Build 24-36 month AI roadmaps per account, sequencing use cases by business impact, technical feasibility, and organizational readiness. - Partner with Sales and Account Management to position AI expansion opportunities during renewal and upsell cycles, activating revenue from inside the account. - Evaluate cross-functional process and forecasting opportunities that extend AI value beyond single-function deployments. - FDE Program Development & Cross-Functional Collaboration - Shape the FDE engagement model by producing reusable playbooks, engagement templates, adoption benchmarks, and change management frameworks that scale across the program. - Serve as an escalation point within FDE engagements, mentoring other FDE team members and partner resources on complex engagement patterns. - Coordinate with AI Delivery to transition validated solutions into scalable production delivery workflows. - Partner with AI Customer Success & Advisory to support strategic accounts during and after FDE engagement. - Support AI Partner Operations by enabling partners with field-tested patterns, training content, and quality standards. - Channel field learnings, product gaps, and customer signal directly to AI Engineering and Product teams to inform roadmap priorities. - Commercial & Strategic Impact - Support strategic sales opportunities by shaping AI solution feasibility, delivery approach, and customer readiness assessment. - Contribute to pre-sale positioning of AI capabilities for qualified accounts, including executive-facing materials and discovery sessions. - Drive measurable outcomes: accelerated time-to-value, expansion ARR, Net Revenue Retention improvement, and durable customer self-sufficiency. Qualifications - Bachelor’s degree in finance, accounting, business, computer science, data science, or relevant combination of education and experience. - 8–15 years of experience in finance transformation, FP&A advisory, CPM/EPM consulting, or enterprise financial software delivery. - 3–5 years of experience with AI/ML concepts applied to financial planning, forecasting, or analytics workflows. - Demonstrated success leading change management workstreams on ERP, EPM, or financial systems transformation programs. - Experience in customer-facing advisory roles with direct engagement at the C-suite or VP level (CFO, VP FP&A, VP Finance). - Track record of identifying and activating expansion opportunities within enterprise accounts through trusted advisory relationships. - Experience at a Big 4 firm, Global Systems Integrator, or enterprise software vendor in a finance-focused consulting or advisory capacity. Preferred Education and Experience - Direct experience with OneStream, Oracle EPM, SAP BPC/SAC, or comparable CPM/EPM platforms. - Experience building or advising on AI-enabled finance offerings at a consulting firm or software vendor. - Familiarity with the competitive dynamics of vendor selection during Finance Transformation programs. - Prior experience in a Forward Deployed Engineering, solutions consulting, or embedded advisory role. - Experience influencing product roadmaps based on field deployment learnings. - Proficiency in Python and/or C#. - 1-3 years of software engineering experience, with a focus on data science, AI, or machine learning concepts or relevant combination of education and experience. - Strong SQL; data modeling and ETL/ELT; REST APIs, identity/security basics. Knowledge, Skills, and Abilities - C-suite presence - can hold a room with a CFO or FP&A VP; translates complex AI concepts into business value. - AI fluency - can explain non-deterministic outputs, model limitations, and accuracy tradeoffs in business terms without requiring deep technical implementation skills. - Use case design - can build a 12–24 month AI roadmap, not just implement a single sprint. - Change management instinct - reads organizational readiness, identifies adoption blockers, designs interventions. - Hypothesis-driven approach; comfort operating with ambiguity; strong documentation and communication habits. - Cross-functional collaboration with Product, Engineering, Delivery, CS, Sales, and Partners; ability to give and receive design feedback. - Design for reuse; produce playbooks, frameworks, and assets others can adopt; contribute to internal standards. - Apply data privacy and governance guidelines in solution design and customer advisory. - Comfortable engaging and presenting to C-level executives on a regular basis. Travel Travel Requirement: Up to 40% travel may be required for customer workshops, executive reviews, on-site engagement sprints, and critical adoption milestones. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability - Vacation Time - Paid Holidays - Professional Development - Retirement Plan Company Description OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.

• Own and evolve Kovo’s lifecycle marketing strategy across email, push notifications, and in-app messaging. • Audit and optimize existing lifecycle programs, identifying opportunities to improve activation, engagement, retention, and long-term customer value. • Design and scale event-driven lifecycle programs to support personalized, behavioral-triggered messaging. • Build and maintain a modular email design system/library, leveraging AI tools to increase speed and quality. • Partner with Product and Data to ensure lifecycle messaging is tightly integrated with product events and user behavior. • Own conversion rate optimization: define the experimentation framework, prioritize and sequence tests across lifecycle messaging and web conversion flows, and document learnings. • Explore and implement AI-powered workflows and proactive messaging agents to improve personalization, cross-sell, and product discovery. We believe AI fundamentally changes what a small lifecycle team can do - you'll have the mandate and resources to prove that out. • Define lifecycle KPIs and continuously optimize for measurable performance improvements.