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Principal Consultant (AI Workforce - Glean)

Role overview

Qualifications

  • 3–6 years of experience in enterprise automation, digital transformation, or AI-enabled consulting.
  • Direct experience with Microsoft Copilot Studio or similar low-code AI platforms (e.g., Glean, AgentForce, Amazon Q Business, OpenAI Agent Builder).
  • 3-5 years of BI experience, including advanced knowledge of ETL, SQL, and data visualization best practices.
  • Familiarity with prompt engineering, iterative design cycles, and user testing for AI workflows.

Responsibilities

  • Design, build, and deploy AI agents using Microsoft Copilot Studio, aligned to real business processes and roles.
  • Translate manual or semi-structured business workflows into autonomous agents using low-code/no-code tools within the Microsoft ecosystem.
  • Implement agentic behaviors, including planning, tool use, contextual memory, and reflection, to deliver intelligent task execution.
  • Integrate Copilot solutions with enterprise systems such as Power BI, SharePoint, Outlook, and Teams.

About the company

phData logo

phData

phData is the leading AI and data services company. We specialize in AI and data applications, from conception to production. Our global delivery team partners with the world's top brands to execute data initiatives in artificial intelligence, data engineering, applications, analytics, and managed services for cloud platforms.

Company details

Company typeSME
Industry
Company size501 - 1000

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Job description

Join phData, a dynamic and innovative leader in the modern data stack. We partner with major cloud data platforms like Snowflake, AWS, Azure, GCP, Fivetran, Pinecone, Glean, and dbt to deliver cutting-edge services and solutions. We're committed to helping global enterprises overcome their toughest data challenges. 

phData is a remote-first global company with employees based in the United States, Latin America, and India. We celebrate the culture of each of our team members and foster a community of technological curiosity, ownership, and trust. Even though we're growing extremely fast, we maintain a casual, exciting work environment. We hire top performers and allow you the autonomy to deliver results.

Recognized as an award-winning workplace in the US, India, and LATAM

Overview:

We are seeking a Principal Consultant with deep experience in platforms such as Microsoft Copilot Studio, Snowflake, and Glean to help clients realize tangible, business-ready value from AI agents. Our consulting services emphasize analytics and agentic activation, data visualization, data preparation, and data science. We specialize in Snowflake, Power BI, Tableau, Sigma, Alteryx, KNIME, and AWS.

Responsibilities

  • Design, build, and deploy AI agents using Microsoft Copilot Studio, aligned to real business processes and roles.
  • Translate manual or semi-structured business workflows into autonomous agents using low-code/no-code tools within the Microsoft ecosystem.
  • Implement agentic behaviors, including planning, tool use, contextual memory, and reflection, to deliver intelligent task execution.
  • Integrate Copilot solutions with enterprise systems such as Power BI, SharePoint, Outlook, and Teams.
  • Support internal teams in enablement, governance, lifecycle management, and safe experimentation with Copilot agents.
  • Develop and iterate on prompt templates, AI guardrails, fallback strategies, and continuous feedback loops to improve agent performance.
  • Partner with IT, data, and security teams to ensure responsible, governed, and scalable agent deployments.
  • Embed alongside client analytics and BI teams in a staff‑augmentation model, pairing on real Glean use cases while modeling best practices in semantic modeling, governance, and agent design.
  • Lead recurring enablement touchpoints (developer workshops, guided build sessions, office hours) to help client teams independently design, deploy, and iterate on Glean agents.
  • Co‑create reusable enablement assets (playbooks, labs, prompt libraries, “how‑to” guides) that client champions can use to scale training across business units.

Qualifications

  • 3–6 years of experience in enterprise automation, digital transformation, or AI-enabled consulting.
  • Direct experience with Microsoft Copilot Studio or similar low-code AI platforms (e.g., Glean, AgentForce, Amazon Q Business, OpenAI Agent Builder).
  • 3-5 years of BI experience, including advanced knowledge of ETL, SQL, and data visualization best practices.
  • Solid understanding of semantic layers, identity/access management, and Microsoft 365 security/compliance boundaries.
  • Experience facilitating automation/AI discovery and prioritization sessions (process mapping, value sizing, ROI modeling) with business stakeholders.
  • Passion for enabling the business to develop their own business process solutions with technology
  • Familiarity with prompt engineering, iterative design cycles, and user testing for AI workflows.
  • Strong collaboration and communication skills across business and technical audiences.
  • Exposure to Power Platform, Azure OpenAI, n8n, or broader AI orchestration tools is a plus.

Preferred Experience:

  • Previous experience leading teams of consultants to ensure performance, utilization and project delivery
  • Experience operating in early-stage, ambiguous environments, where clients are experimenting with Copilot and agentic workflows across multiple functions.
  • Design and support change management and enablement programs (playbooks, training, office hours) to help business users adopt Copilot agents and AI workflows at scale.
  • Experience delivering tool enablement at scale (cohorts, train‑the‑trainer, or office‑hours programs) for modern BI or AI platforms such as Alteryx, Sigma, Power BI, or MS Copilot.
  • Prior consulting or staff‑augmentation experience balancing “hands‑on keyboard” delivery with coaching client developers and analysts to own and extend solutions over time.

phData celebrates diversity and is committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at phData. We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at People Operations.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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