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Customer Success Operations & AI Agent Manager

Skills
Software As A ServiceAdoptionContextData AnalyticsData IntegrityHealthcareInterest Rates
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 4–6+ years in CS Operations or a closely related function in B2B SaaS
  • Hands-on AI agent or workflow deployment with measurable business impact
  • Working knowledge of prompt engineering fundamentals
  • Strong written communication skills
  • Comfort with ambiguity and urgent prioritization
  • Familiarity with data privacy considerations in enterprise software

Nice to have

  • Governance mindset
  • Regulated data fluency
  • Technical curiosity
  • Fast learner
  • Strong collaboration

Day to day

  • Own and improve the CS tooling stack across Claude Vitally Salesforce Zendesk and Zapier
  • Design deploy and govern AI powered workflows and agents that reduce manual work and improve customer health visibility
  • Build reporting playbooks and handoff processes that help CS teams operate efficiently and scale safely