AI Deployment Lead (Business Analyst, Enterprise)

Dobs.AI
Dobs.AI

Software Engineering, IT, Data Science · Full-time

San Francisco, CA, USA

Posted on Oct 3, 2026

Due diligence is still run on spreadsheets, PDFs and late nights. Dobs.AI is changing that with an end-to-end AI platform for financial due diligence. Our enterprise workstream is already live, and we're looking for a hands-on deployment lead to own it from week one.

Role purpose:

Own our enterprise client deployments: sit with client teams, understand how they work, turn that into structured specifications our build team can ship, and get the client using Dobs on live engagements.

Key responsibilities:

  • Own the day-to-day relationship with enterprise client teams on the current workstream
  • Run discovery: map client workflows, report templates, and pain points
  • Translate business needs into structured specifications: requirements, acceptance criteria, test cases, priority
  • Configure and deploy AI workflows for clients and get them running on real engagements
  • Track adoption and usage; turn client feedback into backlog items
  • Work daily with the engineering team: unblock, test, sign off on releases
  • Run client training sessions and demos

What success looks like in the first 6 to 12 months:

  • The client runs Dobs on live engagements with minimal hand-holding from our team
  • Specifications are clear enough that engineers build without rework
  • A repeatable deployment playbook exists for the next enterprise client
  • The client's partners see this person as their trusted point of contact

Required experience and skills:

  • 3+ years in top-tier management consulting (Associate or Senior Associate level) or equivalent experience in transaction advisory or product roles
  • Works standalone: takes an ambiguous problem, structures it, and drives it to an answer without supervision
  • Strong client presence with senior stakeholders (partners, Chief Financial Officers)
  • Structured writer: turns a messy conversation into a clean specification
  • Proficient in Excel and comfortable with financial statements
  • Heavy, practical user of AI models: has built workflows, prompts, or agents for real work, rather than just asking what to wear tomorrow or how many r's are in "strawberry"

Considered a plus:

  • Exposure to finance, accounting, or due diligence
  • Some technical depth: SQL, Python, APIs, or no-code automation tools
  • Product management or implementation experience in business software

Reporting to:

Head of Product (CEO+1)

Additional context:

  • The enterprise workstream is already live, so this person needs to be productive from week one
  • The role combines the work of a consultant, a product manager, and a deployment engineer