AI Automation Lead, Post-Sales Operations
Listed on 2026-08-08
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IT/Tech
Business Systems & Technology Analysis, Data Analyst, IT Business Analyst, AI Business & Operations
Industry leader? Well, how about an industry creator?!
At Walk Me, now an SAP company, we’re not just the leader in digital adoption, we started the digital adoption revolution - enabling organizations to pinpoint and resolve digital friction, regain control of their tech stack, and be better equipped to manage future change. With over 1,600 clients, including 55 Fortune 100 companies and 6 Fortune 10 companies working with us daily, we’re transforming how enterprises interact with their technology.
So, if you’re an expert in your field, and looking for an opportunity to work, collaborate, and innovate with some of the most talented people out there, Walk Me is the place for you!
Walk Me is hiring a AI Automation Lead, Post-Sales Operations to serve as the Operations focal point for our Post-Sales CSG functions. The CSG Operations team is the right hand of the Customer Success Group organization (all Post-Sales GTM teams) under the Chief Customer Officer. Reporting to the VP of CSG Operations, this role partners with Ops leads across Customer Success, Support, Renewals, Delivery, Scaled Success, Customer Experience & also Sales to drive data-driven decisions, operational efficiency, and scalable automation across all post-sales functions.
This role is accountable for AI Automation strategy and execution for post-sales workflows, eliminating manual processes, scaling an automation layer that removes friction across post-sales workflows for the broader CSG organization across Salesforce, PSA platform, product data, and reporting/dashboarding platforms.
What You'll Own- Post Sales Operations AI Automation Strategy and execution
- Develop, document, and maintain SOPs and policies for data collection, storage, and reporting across all post sales functions
- Serve as the focal point for AI-driven automation across post-sales workflows, identifying manual, repetitive, or error-prone processes and re-architecting them into automated, agile workflows.
- Partner cross-functionally with IS/BI/CoE, Sales Ops, Marketing Ops, Partner Ops, Deal Desk, Finance, and Compensation teams.
- Design and implement integrated automations connecting Salesforce, the PSA platform (Certinia or similar), product/usage data, and reporting/dashboarding tools — removing swivel-chair work and manual handoffs between systems.
- Evaluate and deploy AI solutions, no-code/low-code automation platforms (e.g., Salesforce Flow, Certinia automation, Workato, Zapier, or similar) and AI agents to streamline post sales operations at scale.
- Build reusable automation playbooks and standards that other CSG Ops functions can adopt as the team matures its automation maturity.
- Partner with the CIO organization (IS/BI/CoE) and Product teams to ensure automations are scalable, governed, and aligned with enterprise data architecture.
- Track and report on efficiency gains, time saved, and process improvements delivered through automation initiatives.
- Minimum 3-5 years experience in Post-Sales Operations in the SaaS industry.
- Proven track record leading process-improvement Automation initiatives with a clear methodology and hands-on ownership of outcomes
- Experience standing up (AI powered) automation standards and playbooks for a growing post sales Ops function.
- Advanced Salesforce data architecture experience — object relationships, data modeling, custom report types, calculated and formula fields, workflows, and governance across a complex org. Lightning experience preferred
- Experienced in designing and deploying AI-powered automation for post-sales workflows, integrating data across Salesforce, product/usage platforms, PSA tools, and reporting/dashboarding systems.
- Proven experience with AI LLMs prompting (Claude, Gemini, ChatGPT, n8n etc) and no-code/low-code automation for post sales platforms (Salesforce Flow, Workato, Zapier, or similar) to build production workflows; basic scripting or SQL is a plus but not required.
- Advanced Excel / Google Sheets skills — pivot tables, SUMIFS, VLOOKUP/XLOOKUP, INDEX/MATCH — for complex, multi-source data management.
- Ability to translate complex datasets and automation concepts into clear, actionable insight for…
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