Lead Automations Analyst

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Lead Automations Analyst based in United States.

This is a senior individual contributor role focused on turning customer success challenges into scalable, production-ready AI solutions.

You will own the full lifecycle of AI workflow development, from problem discovery and solution design through deployment, monitoring, and iteration.

Working within an internal AI platform, you will build orchestrators, sub-agents, skills, prompts, and knowledge systems that improve advisor and customer experiences.

Your work will span the complete customer interaction lifecycle, including pre-call preparation, real-time guidance, post-call analysis, and automated follow-ups.

You will collaborate closely with Revenue Operations, Quality Assurance, Success leadership, and engineering teams to identify platform gaps and deliver impactful solutions.

As a senior technical voice, you will establish standards for AI solution quality, testing, observability, and orchestration across the function.

The role offers significant ownership and growth potential for an AI-focused professional who is curious, pragmatic, and energized by rapidly evolving technology.

Accountabilities

• Own the end-to-end delivery of AI solutions, translating customer success problems into solution designs, building workflows, defining success criteria, and deploying solutions into production.
• Design and develop orchestrators, sub-agents, skills, prompts, and knowledge-base components that enable AI-powered workflows.
• Establish feedback and evaluation mechanisms, including user signals, logs, and quality metrics, to measure solution performance and identify opportunities for improvement.
• Monitor production AI solutions for quality drift and continuously iterate based on advisor, customer, and evaluation feedback.
• Design AI workflows across the full customer interaction lifecycle, including pre-call preparation, in-call guidance, post-call grading, summaries, transcription-driven follow-ups, and internal knowledge retrieval.
• Identify gaps in AI platform capabilities and partner with Revenue Operations and engineering teams to define requirements, acceptance criteria, edge cases, and expected business impact.
• Participate in technical design reviews, validate new platform capabilities, and integrate them into production solutions once available.
• Partner with Quality Assurance and Success leadership to prioritize fixes, enhancements, and new AI workflows based on evaluation data, business impact, and customer needs.
• Establish technical standards and reusable patterns for AI solution design, testing, deployment, observability, model selection, orchestration, and prompt architecture.
• Create documentation and playbooks that improve consistency, quality, and onboarding across the AI automation function.
• Stay current with developments in LLM behavior, model releases, orchestration approaches, evaluation techniques, and emerging AI tooling.
• Conduct experiments with new models and AI techniques and share relevant findings with Success, Quality Assurance, and engineering stakeholders.

Requirements

• 7+ years of experience in AI/ML solution development, technical product management, prompt engineering, automation engineering, applied AI, or a closely related field involving end-to-end solution ownership.
• Strong curiosity and a self-directed learning mindset, with the ability to continuously develop expertise as AI technologies and best practices evolve.
• Practical understanding of LLM behavior, including prompt design, orchestration patterns, model selection, common failure modes, and evaluation approaches.
• Strong understanding of databases and how data moves between interconnected systems.
• Ability to read and understand code sufficiently to troubleshoot integrations, understand systems running within an AI platform, and engage in substantive technical discussions with engineers.
• Demonstrated ability to scope ambiguous problems, design practical solutions, develop clear requirements and acceptance criteria, and drive delivery through production.
• Strong written and verbal communication skills, including the ability to translate complex business or customer success problems into clear AI solution designs.
• Strong end-to-end ownership mindset, with accountability for both delivery and measurable outcomes.
• Bachelor’s degree in a relevant discipline or equivalent practical experience.
• Experience with AI development platforms such as Claude, Cursor, or comparable tools is preferred.
• Experience designing orchestration patterns, sub-agent workflows, or multi-step AI solutions is advantageous.
• Familiarity with retrieval-augmented generation, vector databases, and knowledge-base architecture is a plus.
• Experience with SQL or comparable database querying languages is preferred.
• Familiarity with APIs, webhooks, and data integration workflows is beneficial.
• Experience in customer success, customer support, sales enablement, or contact-center environments is a plus.
• Experience deploying AI workflows into production environments and writing technical requirements for engineering teams is highly desirable.
• Experience with SaaS platforms or customer-facing business applications is advantageous.

Benefits

• Opportunity to work on production AI solutions with direct impact on customer and advisor experiences.
• Senior individual contributor scope with significant ownership and a clear trajectory for professional growth.
• Exposure to rapidly evolving LLM technologies, AI orchestration, automation, and applied AI workflows.
• Opportunity to collaborate with cross-functional teams spanning Success, Quality Assurance, Revenue Operations, and engineering.
• Global, remote-first working environment with an international team.
• Culture focused on creativity, collaboration, experimentation, continuous learning, and measurable impact.
• Opportunity to contribute to the development of new AI capabilities and technical standards across the organization.
• Equal opportunity workplace with employment decisions based on qualifications and business needs.
• Access to a global community supporting millions of businesses through technology-driven customer engagement and growth.