CXO Senior AI Automation Specialist
Core
Building agentic AI systems to automate manual customer experience workflows, flag operational risks, and provide leaders with self-serve data insights for a financial automation platform.
Role type
Senior IC AI Automation Specialist (Founding Team)
Builds
Agentic AI systems, orchestration layers, and automated business intelligence dashboards for CX operations.
Domain
Fintech / Customer Experience Operations / AI Automation
Deliverable
production ML models | product features | dashboards & analysis
Required skills
AI system architecture, workflow automation, Salesforce integrations, data modeling, system reliability measurement, escalation pattern design, memory architecture for bots, MCP/custom connectors, productization of internal tools
Preferred skills
Salesforce integrations, CX/support tooling (DevRev, Cresta), data modeling/analytics (dbt, Redshift, Trino), building tools for non-technical end users
Technologies
Salesforce, Slack, DevRev, Cresta, MCP, dbt, Redshift, Trino
Responsibilities
Automate repetitive operational workflows (CES reporting, QA transcript analysis, SOP-driven case workflows) and deploy at scale; Flag stalled handoffs, aged cases, SLA breach risks, and duplicate cases; Deliver automated business intelligence on cadence (site health, volume, SLA, CES) and detect escalation patterns; Build memory architecture for bots to analyze staffing, feedback, and transcripts at scale; Connect and deploy orchestration layers to automate CX workflows and productize internal tools; Measure operational reliability and system accuracy to ensure business metrics are achieved.
Seniority
Senior, hands-on IC (Founding Team)