AI Advisor (Client Facing Role)

SMB TeamSMB Team·Remote(United States)
Other

WFA Digital Insight

The demand for AI specialists in the legal industry is skyrocketing, with a 25% increase in adoption expected by 2027. As a highly skilled AI advisor, you'll be in high demand, especially with experience in generative AI applications. SMB Team stands out for its commitment to innovation and employee growth, offering a unique opportunity to work with small law firms and help them navigate the complex landscape of legal technology. With the legal tech market projected to reach

5.4 billion by 2025, this role offers a chance to be at the forefront of this rapidly evolving field. Before applying, consider your ability to communicate complex AI concepts to non-technical stakeholders and your willingness to continuously learn and adapt to new technologies.

Job Description

About the Role

The AI Advisor position at SMB Team is a client-facing role that requires a unique blend of technical expertise and interpersonal skills. As an AI advisor, you will work closely with small law firms to assess their AI readiness, implement AI solutions, and provide ongoing support. This role is an integral part of SMB Team's mission to empower law firms to leverage technology and drive growth.

The day-to-day responsibilities of this role will involve conducting AI readiness assessments, delivering AI coaching sessions, and serving as an on-call AI advisor for clients. You will also be responsible for managing client relationships, maintaining ongoing retainer relationships, and staying up-to-date on the latest developments in legal AI tooling.

SMB Team is a fast-growing company that values innovation, collaboration, and employee growth. As an AI advisor, you will be part of a dynamic team that is passionate about helping law firms succeed in the digital age.

What You Will Do

  • Conduct AI readiness assessments for small law firms, including technology audits, data infrastructure mapping, compliance reviews, and readiness scoring
  • Deliver AI coaching sessions and serve as an on-call AI advisor for clients
  • Maintain ongoing retainer relationships with clients, including monthly check-ins, dashboard maintenance, and AI tool adoption oversight
  • Manage client pipeline in coordination with SMB Team's sales team
  • Contribute to pre-sales scoping calls and proposal support
  • Stay current on legal AI tooling and update SMB Team's recommended stack as the landscape evolves
  • Document all client-facing work in SMB Team's systems and contribute reusable templates and playbooks to the practice library
  • Flag blockers, scope changes, or delivery risks to the CTO in a timely manner
  • Collaborate with the sales team to identify new business opportunities and develop strategic relationships with clients

What We Are Looking For

  • 5+ years of experience in a technology leadership role, such as CTO, VP Engineering, or Director of IT
  • Experience in a client-facing or consulting capacity, with a strong ability to communicate complex technical concepts to non-technical stakeholders
  • Demonstrated hands-on experience with AI tools and workflows, including generative AI applications in professional services contexts
  • Ability to conduct a credible technology and data infrastructure audit independently
  • Comfort with cloud platforms, practice management software, and integration tooling
  • Clear and confident communication skills, with the ability to explain AI concepts to non-technical law firm leadership
  • Familiarity with the legal technology landscape, including Clio, NetDocuments, Harvey, and Casetext
  • Experience writing structured deliverables and ability to work independently with minimal supervision

Nice to Have

  • Experience working in the legal industry, with a deep understanding of the challenges and opportunities facing law firms
  • Familiarity with legal AI tools, such as Harvey, Clio Duo, and Copilot for M365
  • Experience with project management software and tools, such as Asana, Trello, or Jira
  • Certification in AI or data science, such as Certified Data Scientist or Certified AI Engineer

Benefits and Perks

  • Competitive salary range, with opportunities for growth and professional development
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • Flexible vacation time and remote work options, with the ability to work from home or in the office
  • Education and learning budget, with opportunities for professional development and growth
  • Fun and dynamic company culture, with regular team-building activities and social events
  • 401(k) with a 3% match, with opportunities for long-term financial growth and security

How to Stand Out

  • Develop a strong understanding of AI concepts and their applications in the legal industry, including generative AI and machine learning.
  • Create a portfolio that showcases your experience and skills in AI, data science, and technology leadership.
  • Be prepared to explain complex technical concepts in simple terms, and practice communicating with non-technical stakeholders.
  • Research the company culture and values, and be prepared to discuss how you align with them.
  • Develop a strong network of professional contacts, and be prepared to leverage them to identify new business opportunities and strategic partnerships.
  • Stay up-to-date on the latest developments in legal AI tooling, and be prepared to discuss your thoughts on the future of the industry.

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