What You Will Do
The AI Enablement Specialist helps our clients' people actually use the AI tools EXOS puts in front of them. You are the day-to-day face of the EXOS managed AI practice for our clients: training users, keeping seats and access tidy, answering everyday questions, and turning what works into documented, repeatable process. This is a people-and-process role. The best fit is someone who is comfortable in front of a room, patient with non-technical users, organized enough to keep a dozen client accounts moving, and curious about how AI tools change the way work gets done.
Key Responsibilities
1) Client Training & Adoption (Primary)
- Lead onboarding sessions, lunch-and-learns, and one-on-one coaching on the AI tools in each client's environment, including Microsoft Copilot, Claude, ChatGPT Enterprise, and workflow tools as we add them.
- Tailor each session to the audience, whether that is a finance team, front office, or field staff.
- Serve as the client-facing point of contact for adoption. Check in with client champions, surface what is working and what is not, and bring that feedback back to the practice.
2) AI Seat Administration & Support (Co-Primary)
- Provision and deprovision licenses, manage access and groups, and track utilization for each client.
- Keep each client's seat count accurate and aligned to what they are paying for.
- Respond to Tier 1 AI requests, including how-to questions, access issues, and basic configuration.
3) Documentation & Content
- Write and maintain client-facing quick-start guides, FAQs, and internal runbooks.
- When you solve something twice, turn it into a document the next person can follow on their own.
- Review and update training materials and guides as AI tools change.
4) Monthly & Recurring Responsibilities
- Client success check-ins: run a monthly touchpoint with each managed AI client covering utilization, open requests, upcoming training needs, and what is next on their roadmap.
- Adoption reporting: prepare a monthly adoption summary per client, including active seats, usage trends, training delivered, and open items.
- Scheduling and coordination: schedule client training sessions, rollout milestones, and engineering handoffs, and keep client-facing dates aligned with internal project timelines.
- Seat and license reconciliation: reconcile client seat counts against billing each month and flag discrepancies to finance and the account team.
This hybrid role is based out of our Indianapolis headquarters and includes some travel to client sites in central Indiana. As the practice grows, this role is a natural path into AI Adoption Lead or AI Success Manager.
What You Have Done
Qualifications
Education: Bachelor's degree in a related field, or equivalent work experience.
Experience: 2+ years in a client-facing role such as customer success, training, help desk, implementation, or account coordination. MSP or IT services experience is a plus but not required.
Technical Skills:
- AI & Microsoft 365:
- Hands-on familiarity with Microsoft 365 and at least one business AI tool (Copilot, ChatGPT, Claude, or Gemini). You use these tools yourself and have opinions about what works.
- Nice to Have:
- Experience with Microsoft 365 admin basics (users, groups, licensing).
- Experience with a PSA or ticketing system (ConnectWise, Autotask, HaloPSA, ServiceNow).
- Experience building training content, LMS courses, or adoption programs.
- Familiarity with AI governance basics: acceptable use, data handling, and what not to paste into a chatbot.
Soft Skills:
- Comfortable teaching. You can explain a tool to a room of people who did not ask to learn it and have them leave able to use it.
- Strong writing. Clear, short, step-by-step documentation that a non-technical user can follow.
- Organized and reliable with recurring work: calendars, follow-ups, license counts, and monthly reports.
- Professional, warm, and steady with clients, including when something is broken and they are frustrated.
Certifications (Preferred but not required):
- Microsoft 365 Fundamentals (MS-900) or Azure AI Fundamentals (AI-900)
- Any AI tool or training certification (Microsoft Copilot, Anthropic Claude, or similar)