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AI Advisor (Client Facing Role)

4 hours, 2 minutes ago
United States
Full-time
Senior
AI (Artificial Intelligence)
Artificial Intelligence and Machine Learning
Generative AI SEO
Apply Now
SMB Team

SMB Team

SMB Team, the Legal Industry's #1 Law Firm Transformation Company, specializes in helping law firms grow 200% faster through digital marketing, coaching, education, and events. They provide industry-specific business growth plans tailored to small busi...

Professional Services
51-250
View All Jobs 10

Description

  • Conduct Phase 1 AI readiness assessments for small law firms, including technology audits, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery.
  • Deliver two AI coaching sessions per Phase 1 engagement and provide on-call AI advisory support for Phase 2 retainer clients.
  • Manage ongoing Phase 2 client relationships through monthly check-ins, dashboard maintenance, AI tool adoption oversight, and light IT/security tasks.
  • Coordinate with SMB Team sales on the client pipeline, including pre-sales scoping calls and proposal support.
  • Stay current on legal AI tools and update SMB Team’s recommended technology stack as the market evolves.
  • Document all client-facing work in SMB Team systems and contribute reusable templates and playbooks to the internal practice library.
  • Flag blockers, scope changes, and delivery risks to the CTO in a timely manner.
  • Represent SMB Team professionally in front of law firm clients and support client impact and revenue generation.

Requirements

  • 5+ years in a technology leadership role such as CTO, VP Engineering, Director of IT, or equivalent.
  • Strong client-facing or consulting experience is strongly preferred.
  • Hands-on experience with AI tools and workflows, including generative AI applications in professional services contexts.
  • Ability to independently conduct technology and data infrastructure audits.
  • Comfort working with cloud platforms such as M365 or Google Workspace, practice management software, and integration tooling.
  • Clear, confident communication skills with the ability to explain AI concepts to non-technical law firm leaders.
  • Familiarity with the legal technology landscape is preferred, including tools like Clio, NetDocuments, Harvey, and Casetext.
  • Experience writing structured deliverables and final reports.
  • Must be able to own Phase 1 deliverables end-to-end from kickoff through report delivery without hand-holding.
  • Must be comfortable serving as the face of SMB Team for law firm clients.
  • Must be willing to work within SMB Team’s systems and contribute to shared playbooks rather than operating as a solo practice.
  • Must be available for client-facing work during standard business hours, with occasional travel to client sites.
  • No legal background is required, but intellectual curiosity about the legal industry and willingness to learn quickly are expected.

Benefits

  • Salary of $150,000-$160,000 annually based on experience.
  • SMB Team pays 75% of medical, dental, and vision insurance for you and your family.
  • Flexible vacation time and a WFH-or-office work style.
  • Education budget for courses, events, and books.
  • 401(k) with a 3% match.
  • Company activities, outings, and retreats.

Interested in this position?

Apply directly on the company website

Apply Now

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