The Sitecore CLI command that was failing was:
dotnet sitecore ser pkg install -n dev -f "C:\deploy\content.itempackage"
When I attempted to install the package from my local Sitecore CLI, I was able to reproduce the error and after some additional investigation, the External User Builder was in fact the culprit.
Here's what the External User Builder config looked like:
<configuration xmlns:patch="http://www.sitecore.net/xmlconfig/">
<sitecore>
<federatedAuthentication>
<identityProvidersPerSites hint="list:AddIdentityProvidersPerSites">
<mapEntry name="all sites" type="Sitecore.Owin.Authentication.Collections.IdentityProvidersPerSitesMapEntry, Sitecore.Owin.Authentication" resolve="true">
<sites hint="list">
<site>regexp:.*</site>
</sites>
<externalUserBuilder type="Feature.Authentication.UserBuilders.ActiveDirectoryUserBuilder, Feature.Authentication" resolve="true">
<IsPersistentUser>true</IsPersistentUser>
</externalUserBuilder>
</mapEntry>
</identityProvidersPerSites>
</federatedAuthentication>
</sitecore>
</configuration>
If you look at the <sites>
element you can see that there's a regular expression that applies this builder to all of the Sitecore sites: shell, login, admin, service, modules_shell, modules_website, website, etc.
This is too heavy-handed, so I updated my configuration to only apply to the admin site:
<configuration xmlns:patch="http://www.sitecore.net/xmlconfig/">
<sitecore>
<federatedAuthentication>
<identityProvidersPerSites hint="list:AddIdentityProvidersPerSites">
<mapEntry name="admin site" type="Sitecore.Owin.Authentication.Collections.IdentityProvidersPerSitesMapEntry, Sitecore.Owin.Authentication" resolve="true">
<sites hint="list">
<site>admin</site>
</sites>
<externalUserBuilder type="Feature.Authentication.UserBuilders.ActiveDirectoryUserBuilder, Feature.Authentication" resolve="true">
<IsPersistentUser>true</IsPersistentUser>
</externalUserBuilder>
</mapEntry>
</identityProvidersPerSites>
</federatedAuthentication>
</sitecore>
</configuration>
This allowed me to continue using my external user builder appropriately and install my Sitecore Content Serialization package successfully across all environments.