Senior Specialist, AI & Automation - Client Success
Core
Design and deploy AI agents, automation tools, and data solutions to enhance the Client Success customer journey and empower teams to deliver exceptional experiences at scale.
Role type
Senior Specialist, AI & Automation (Client Success)
Builds
AI agents, low-code/high-code automation workflows, integrations, and a unified 360-degree customer view
Domain
Financial Services (Nasdaq) + Client Success + Generative AI
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Client Success lifecycle expertise, Microsoft Power Platform (Power Automate, Power Apps, Power BI), Python, API integration, AI agent development, prompt engineering, Generative AI platforms, data pipeline management, version control (GitLab)
Preferred skills
Digital customer journey design, predictive analytics, ServiceNow, Confluence, SharePoint, JIRA
Technologies
Microsoft Power Platform, Python, AWS Bedrock, Claude, Microsoft Co-Pilot, Planhat, Gainsight, VS Code, GitLab
Responsibilities
Translate Client Success processes into automation/AI solutions; design and deploy AI agents and tools; build integrations between internal tools and CRMs; monitor and optimize automations; support the development of a unified 360-degree customer view; collaborate with CSM teams to identify pain points and deliver technical solutions.
Seniority
Senior, hands-on IC
