AI​/Automation Analyst

We are building AI into the way our go-to-market organization operates, sells, serves customers, and scales. This role exists to identify the highest-value opportunities for AI across the revenue engine, prove the business case with data, and build practical agents and workflows that improve productivity, decision quality, speed, and customer experience.

This is a hands‑on, business-facing builder role for someone who can operate across Sales, Marketing, Customer Success, and Revenue Operations. You will not simply receive a backlog. You will create one by finding friction, quantifying the opportunity, designing the solution, building and testing it, launching it with the field, and measuring whether it worked.

The right person blends GTM judgement, AI fluency, data analysis, and enough technical depth to move from idea to production. This is not an advisory-only role and it is not a research role. It is for someone who can ship useful AI‑enabled workflows that real teams adopt.

AI is moving from experimentation to operating model. For GTM teams, that means the biggest advantage will not come from isolated tools or demos. It will come from thoughtful, governed workflows that help sellers prepare faster, managers coach with better insight, marketers target with more precision, and customer‑facing teams act sooner on risk and opportunity.

This role will help define how we responsibly apply AI across the revenue organization, improving scale without simply adding more manual effort or headcount.

• Sales meeting prep agents that summarize account context, recent activity, open opportunities, risks, and recommended next actions.
• Account research workflows that combine internal data and approved external inputs to support prospecting and account planning.
• Renewal and churn risk agents that summarize signals, surface next‑best actions, and support executive review processes.
• CRM hygiene and data quality automation, including enrichment, duplicate detection, field validation, and follow‑up prompts.
• Post‑call and post‑meeting workflows that draft follow-ups, update CRM fields, identify action items, and flag coaching opportunities.
• Manager insight workflows that summarize pipeline movement, forecast changes, seller activity patterns, and execution risks.
• Marketing and sales alignment workflows that help connect campaign engagement to account prioritization and rep action.

Find the opportunities

• Work across marketing, SDR/BDR, sales, customer success, and revenue operations to map how work actually gets done today: the manual steps, the handoffs, the queues, and the places where reps and managers lose time.
• Maintain a living, prioritized inventory of AI and automation opportunities across the GTM funnel, scored on impact, effort, risk, and data readiness.
• Pressure‑test demand: separate problems that need AI from problems that need a process fix, a field on a record, or a better report.
• Bring recommendations forward with a clear thesis: what the problem costs today, what the intervention is, what it will cost, and what changes if we do it.

• Pull and analyze the data behind each opportunity: CRM, marketing automation, engagement and sequencing tools, support and CS platforms, product usage, and finance where relevant.
• Quantify the baseline before anything is built: volume, cycle time, conversion, cost per unit of work, error and rework rates.
• Define the success metric and the measurement method up front, and instrument the workflow so results are observable rather than anecdotal.
• Report on adoption and realized impact after launch, and be candid when something is not working.

• Design and…