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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing AI and automation strategies to enhance Client Success, with a strong focus on data analysis, workflow optimization, and user training. Proficient in leveraging tools like Salesforce and APIs to drive revenue growth and improve operational efficiency.
Highest-signal resume keywords
AI Automation DevelopmentSalesforce Back-End ExperiencePython ProgrammingData Analysis SkillsAPI Integration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AI AutomationPrompt WorkflowsSQLSOQLError HandlingVersion ControlData ValidationChurn AnalysisUpsell StrategiesRevenue Impact Measurement
Soft Skills
Strong Communication SkillsUser TrainingCollaboration
Tools & Technologies
SalesforceTotangoChorusOutreachDomoSlackClaudeAWSLLM APIsGitHub
Industry Keywords
Client SuccessRevOpsSubscription BusinessOperational Challenges
Tech Stack
Tools & technologiesAWSEC2PythonSQL
About the role
Key responsibilities & impact- Develop and execute AI and automation strategies for Client Success with RevOps and Sales leadership
- Map CSM workflows, measure time allocation, and identify where AI should assist, automate, or stay out
- Build and prioritize an AI opportunity backlog based on revenue impact, effort, data readiness, and risk
- Identify upsell, cross-sell, and expansion opportunities from product-usage, firmographic, and billing data and turn them into campaigns
- Build churn-risk and renewal intelligence using usage, support, call-sentiment, and billing signals
- Design and operate digital-first coverage for accounts without an assigned CSM
- Build engagement motions for API-integrated accounts using usage and integration data
- Detect onboarding issues and automate recovery steps with handoffs to CSM or onboarding teams
- Analyze CSM emails, calls, churn, and lost deals; evaluate call sentiment and create AI summaries
- Reduce CSM administrative work through CRM updates, meeting preparation, and first-draft outreach
- Write and maintain prompts, AI agents, and scheduled workflows across Salesforce, Totango, Chorus, Outreach, Domo, Slack, and Claude
- Establish launch baselines and measure pipeline, bookings, retention, and CSM hours saved
- Partner with CSMs and leadership to train users, build workflows, and drive adoption
- Report AI results, adoption, and priorities to CS leadership and the CRO
- Own Client Success AI governance with IT and Security, including approvals, human review, and automation registry maintenance
- Monitor the AI market, test tools, and recommend solutions addressing real business problems
- Report to the Sr. Director of Client Success and collaborate with Revenue Operations and CSM Directors
Requirements
What you’ll need- 2 or more years of hands-on experience building AI automations, agents, or prompt workflows used daily in a business setting
- Hands-on experience connecting business systems through APIs and webhooks
- Working proficiency in Python
- Experience running live automations, including error handling, logging, monitoring, rapid deployment of fixes, and version control
- Hands-on Salesforce back-end experience, including object and field creation, Flows, and Salesforce API
- Strong data skills, including SQL or SOQL and spreadsheets
- Ability to identify and fix bad data and validate AI outputs against source data
- Understanding of upsell, renewal, and churn motions in a subscription business
- Experience training and coaching non-technical users on new tools and driving adoption
- Proven track record of an automation or AI project that increased revenue or retention, with demonstrable before-and-after results
- Strong communication skills for explaining technical systems to CSMs and business cases to executives
- Preferred: Experience with LLM APIs, AI agent frameworks, or Model Context Protocol (MCP) integrations
- Preferred: Experience using AWS, including Lambda, EC2, and S3, with GitHub deployment
- Preferred: Experience with Totango, Chorus, Outreach, Domo, Slack, or Claude
- Preferred: Familiarity with the construction industry and clients’ operational challenges
- Must be located in the US
- Expected to operate during Mountain Time business hours
Benefits
Comp & perks- Health coverage
- Dental coverage
- Vision coverage
- Disability insurance
- Life insurance
- PTO
- 401(k) plan
- Remote work option
- Mountain Time business hours