Customer Success Operations Engineer
Core
Design and own AI-powered workflows across the customer lifecycle to automate reporting, health scoring, and communication for a Customer Success organization.
Role type
Senior IC Customer Success Operations Engineer (AI-focused)
Builds
AI-driven CS workflows, automated reporting, and insight generation systems
Domain
SaaS / Customer Success / Generative AI
Deliverable
production ML models | product features | dashboards & analysis
Required skills
AI tooling (LLMs, automation platforms), CRM/CS platform configuration, data analysis, process improvement, project management, SQL, Excel/Sheets
Preferred skills
Prompt engineering, AI governance, BI/visualization tools, customer health scoring models
Technologies
Salesforce, HubSpot, Gainsight, Totango, ChurnZero, Vitally, Zapier, Workato, Make, LLM-based assistants
Responsibilities
Design AI-powered workflows for onboarding, health scoring, renewal risk detection, and QBR prep; Evaluate and implement AI tools to reduce manual work; Build AI-assisted reporting and insight generation; Create and maintain prompt libraries and guardrails; Own and maintain the Customer Success tech stack and dashboards; Train CSMs on new AI tools and workflows
Seniority
Mid-Senior, hands-on IC