CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
If you are looking for more than another AI title, this opportunity provides direct access to executive priorities, meaningful client impact, and the chance to help establish CBIZ as a market leader in the future of AI-driven professional services.
The Practice Operations professional for CBIZ Technology’s AI Team supports the day-to-day operational effectiveness of the practice by coordinating internal processes, enabling consistent service delivery, supporting resource planning and reporting, and helping drive adoption of operational standards across the team. This role partners with practice leadership and cross-functional stakeholders to improve workflows, monitor key activities, support compliance with applicable requirements, and enhance the overall client and team experience. The ideal candidate brings strong organizational discipline, sound judgment, and the ability to balance multiple priorities in a fast-paced, evolving AI services environment.
Essential Functions and Primary Duties
Support day-to-day practice operations for the AI Team, including coordination of internal processes, workflow tracking, documentation, and operational follow-through.
Partner with practice leaders to help manage priorities, improve consistency of delivery, and support execution of strategic and operational initiatives.
Maintain and improve operational documentation, templates, playbooks, and standard work instructions to support scalable, repeatable service delivery.
Track operational metrics, prepare reports and dashboards, and identify trends, risks, or opportunities for process improvement.
Coordinate across delivery, sales, finance, marketing, and shared services teams to support practice needs, resource alignment, and issue resolution.
Help support onboarding, training coordination, and enablement activities for team members within the AI practice.
Assist with managing practice rhythms such as team meetings, action item tracking, pipeline or project status coordination, and follow-up on key operational commitments.
Support quality, governance, and compliance activities related to the AI practice’s service offerings, documentation standards, and applicable business requirements.
Serve as a responsive internal and external point of contact for operational matters, ensuring a high level of professionalism and customer service.
Identify opportunities to improve efficiency, reduce friction, and strengthen collaboration across the practice.
Preferred Qualifications
Experience supporting an AI, data, analytics, digital transformation, or emerging technology practice
Knowledge of professional services operations, including resource planning, reporting, utilization tracking, and process standardization
Familiarity with AI-related business processes, governance concepts, or responsible use considerations
Experience creating and maintaining reports, dashboards, and operational documentation for leadership review
Demonstrated ability to coordinate cross-functional initiatives and manage multiple stakeholders effectively
Experience with project coordination, change management, or continuous improvement initiatives
Comfort working in a fast-paced environment with evolving priorities and new service offerings
Advanced proficiency in Microsoft 365 applications, including Excel, PowerPoint, Word, and collaboration tools
Additional Information
This position is expected to operate with professionalism, confidentiality, and sound judgment while supporting a highly collaborative team environment. The role may require adapting to changing business priorities, new technologies, and evolving practice needs. Other duties may be assigned as business needs require.
