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Customer Success AI Operations Lead
Skills
Artificial IntelligenceCustomer Relationship ManagementGo-To-Market StrategyOperating SystemsSalesforce.Com
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 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
Nice to have
- Hands-on GTM tools experience
- Modern AI tool experience
- Automation platform familiarity
- Snowflake exposure
- SQL knowledge
- Customer-facing background
- Basic scripting ability
- Low-code automation experience
Day to day
- Build AI-powered workflows, automations, prompts, templates, and tools that reduce manual work and improve CS execution
- Prototype and scale workflows such as automated EBR/QBR decks, renewal briefs, customer summaries, risk narratives, meeting prep, and next-best-action recommendations
- Partner with CS, RevOps, Data, Support, Product, and other teams to connect the right data into the right workflows
- Establish prompt structures, QA checks, feedback loops, and documentation to ensure AI outputs are useful, accurate, and scalable
- Gather feedback from CSMs and leaders, iterate quickly, and continuously improve workflows based on real team usage
- Help CSMs spend less time on manual reporting, prep, and coordination, and more time on high-value customer engagement