Customer Success AI Operations Lead
$78,980–$117,000 year
RemoteUnited States or Boston, Massachusetts, United States
Job Summary
Build AI-powered workflows, automations, prompts, and tools to reduce manual Customer Success effort and improve execution. Prototype and scale solutions for automated EBR/QBR decks, renewal briefs, risk narratives, and next-best-action recommendations. Operationalize the CS operating model by connecting data across Salesforce, Gainsight, Clari, Gong, and other systems to support lifecycle management, health tracking, and executive engagement. Establish prompt structures, QA checks, and feedback loops to ensure outputs are accurate and scalable. Gather CSM feedback, iterate quickly, and continuously refine processes based on real usage. Over 90 days, identify high-impact opportunities, ship practical AI-enabled workflows, and demonstrate measurable impact on productivity and output quality.
Required Qualifications
- 2–6+ years of experience in Customer Success Operations, Revenue Operations, Support Operations, Technical Account Management, Solutions Consulting, Customer Success, Technical Support, or a similar role
- Demonstrated experience using AI tools to build practical workflows, automations, internal tools, summaries, agents, or business processes
- Strong builder/operator mindset with a bias toward fast prototyping and iteration
- Comfort working with CRM, CS, support, revenue, or data systems
- Ability to take loosely defined ideas and turn them into structured execution
- Strong systems thinking across process, data, tools, and user experience
- Comfortable operating in ambiguity and making pragmatic tradeoffs
- Strong cross-functional communication and documentation skills
- High ownership, attention to detail, and willingness to incorporate feedback quickly
- Hands-on experience with Salesforce, Gainsight, Gong, Clari, Zendesk, Slack, Zoom, Google Workspace, or similar GTM tools
- Experience with Claude, Claude Code, ChatGPT, Gemini, Cursor, Replit, or other modern AI tools
- Experience with automation tools such as Zapier, Make, Workato, n8n, Tray.io, or similar platforms
- Familiarity with Snowflake, SQL, data warehouses, BI tools, or data modeling concepts
- Experience building workflows that use CRM, call, support, product, or customer data
- Customer-facing experience in CS, Support, TAM, Solutions Consulting, or Technical Support
- Basic scripting, API, or low-code/no-code automation experience
- Experience administering or configuring GTM systems
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