Overview
We are seeking an AI Agent Strategy Consultant specialized in Marketing to lead a focused project aimed at transitioning existing AI agent use cases to the Claude platform. The consultant will collaborate with various stakeholders to assess current projects, prioritize future work, and develop a comprehensive roadmap for implementation. This engagement will provide a structured investment case to facilitate board-level approvals and guide the team's ongoing AI initiatives.
Responsibilities
- Run stakeholder discovery across the marketing team and IT/security to align the engagement with actual workflow needs.
- Assess existing AI agents against defined architecture and maintenance models, identifying necessary rework.
- Collaborate with the team to define and prioritize remaining concept-stage agent projects.
- Analyze the factors behind the previous agent platform's maintenance failure and recommend a sustainable ownership model.
- Create a sequenced roadmap for AI projects, prioritized by importance.
- Develop a board-ready investment case packaging the roadmap, along with fixed-price quotes for subsequent phases.
Requirements
- Hands-on experience in designing and delivering production AI agent programs, especially LLM-based agents like Claude, in a marketing or sales context.
- Proven ability to translate early-stage concepts into actionable build specifications, including defining requirements and expected outputs.
- Track record of producing investment or business cases that have received board-level approval.
- Familiarity with Microsoft Copilot Studio or a similar agent platform is a plus.
- Knowledge of marketing or sales operations is desirable.
- Experience in establishing governance or maintenance models for in-house teams.