Automation Strategist, Customer Success

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Location:

USA & Canada

Level: IC4

Hi there!

the company’s mission is to make automation and AI accessible to everyone. Our enterprise customers are adopting automation as a strategic capability, not just a tool. They need expert partners who can help them orchestrate processes, unlock new use cases, and scale their impact.

We’re looking for an Automation Strategist to join our Customer Success organization as the core role working with customers on our enterprise plan. This role blends strategic advisory, orchestration design, and value-focused relationship expansion. As an Automation Strategist, you will help customers shape their automation strategy, identify and deploy high-value use cases, and guide them toward meaningful AI-enabled transformation.

This role moves beyond classic Customer Success, focusing on consulting, systems thinking, orchestration, executive alignment and continuous value discovery, rooted in our team’s mission of delivering value through clarity, impact, curiosity, and approachable expertise.

• Our Commitment to Applicants

• Culture and Values at the company

• the company Guide to Remote Work

• the company Code of Conduct

• Diversity and Inclusivity at the company

• You see opportunity in ambiguity and building things that scale

• You experiment, learn quickly, and iterate openly, unafraid to make, and revise, bets.

• You enjoy creating playbooks as much as running them.

• You appreciate that each customer is unique, yet you build frameworks that scale across them.

• You use AI in your work today — not occasionally, but as part of how you operate at a high level. You can point to workflows you’ve built, how your approach has evolved through iteration, and the impact on quality, efficiency, and experience — while intentionally applying AI for the right outcomes, setting a high bar for outputs, and taking ownership of what ships.

• You’re a strategic, customer‑centric problem solver.

• You’re relentlessly focused on the outcome and willing to learn new approaches or challenge the status quo to deliver value for our enterprise customers.

• With 5+ years in SaaS (customer success, consulting, solutions, enterprise product or similar process and system strategy roles), customers see you as a valuable extension of their team

• You have thoughts on how modern businesses should operate, including where inefficiencies hide and how automation + AI unlock leverage.

• You can operate across audiences, from executive sponsors to execution teams running sprint‑style projects.

• You connect business goals to product solutions

• You’re skilled at discovering what customers actually need (not just what they say),

• You communicate automation value in terms of ROI, efficiency, scalability, and risk reduction

• You think in systems, logic, and orchestration frameworks, but don’t get bogged down in technical details.

• You own the outcome, project managing stakeholders internally (TAM, product, support) and externally (customer execution teams, Line of Business Leaders) to deliver realized, quantifiable value.

• You’re an exceptional communicator

• You communicate…