Senior Specialist, AI & Automation - Client Success
Core
Design and deploy automation, AI agents, and data solutions to empower Client Success teams and improve the customer journey.
Role type
Senior Specialist, AI & Automation (Client Success)
Builds
Automation workflows, AI agents, and unified 360-degree customer data views
Domain
Financial Services / Client Success / AI & Automation
Deliverable
production ML models
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
Preferred skills
Digital customer journey design, Customer health scoring models, ServiceNow platform, Data lakes, Confluence, SharePoint, JIRA
Technologies
Microsoft Power Platform, Python, AWS Bedrock, Claude, Planhat, Gainsight, VS Code, GitLab
Responsibilities
Design and deploy automation solutions for Client Success workflows; Build and maintain integrations between internal tools, CRM systems, and data sources; Design and build AI agents using Python and Generative AI platforms; Support the development of a unified 360-degree AI-powered view for Client Success Managers; Collaborate with CSM teams to translate business requirements into technical specifications.
Seniority
Senior, hands-on IC