United States Remote (Global) Employment $110K – $120K

Optro is hiring a Customer Operations AI & Automation Lead (Remote)

Responsibilities

  • Identify and prioritize automation opportunities across CS, Renewals, Professional Services, Support, and Customer Education
  • Build and scale automations that support post-sale segments with limited or no account ownership, in addition to high-touch programs.
  • Design AI-powered workflows using tools such as Workato, automation platforms, LLM-based tools, REST APIs and internal systems
  • Develop standardized automation playbooks to scale repeatable solutions
  • Research, identify, evaluate, and recommend third-party automation and AI tools aligned to business needs
  • Configure and deploy automation workflows within existing systems (Salesforce, Gainsight, Zendesk, Rocketlane, etc.)
  • Develop documentation, enablement materials, and change management strategies to drive adoption
  • Build a library of “AI use cases” and reusable prompts / GEMs
  • Track automation ROI, including time saved, cost avoided, and efficiency gains
  • Ensure responsible and compliant use of AI, working with Security, Legal, and IT to address data governance, access controls, and risk management.

Requirements

  • Bachelor’s degree in Computer Science, Engineering, or related field
  • 5+ years of experience in business operations, automation, AI implementation, or systems optimization within a SaaS environment
  • Hands-on experience with workflow automation tools (Workato, Zapier, Make, etc.)
  • Strong working knowledge working with AI tools and LLM applications (ChatGPT, Gemini, enterprise AI platforms) and other generative AI
  • Comfort with scripting and APIs (Python or similar), SQL basics, and working with JSON/webhooks
  • Strong systems thinking mindset with ability to map end-to-end workflows
  • Experience partnering cross-functionally with business, IT, Security, and Data teams
  • Proven ability to lead pilot programs and evaluate vendor solutions
  • Strong communication skills and ability to influence without authority
  • Experience supporting Customer Success, Renewals, Support, or Professional Services teams within a SaaS business environment
  • Experience quantifying ROI for automation and AI initiatives

Nice to Have

  • Experience with CRM systems (Salesforce)
  • CS platforms (Gainsight)
  • Support tools (Zendesk)
  • Data warehouses (Snowflake)

Benefits

  • Launch a career at one of the fastest-growing SaaS companies in North America and EMEA!
  • Live your best life (LYBL)! $200/mo for anything that enhances your life
  • Comprehensive employee health coverage
  • 401(k) with company match
  • Competitive compensation & bonus program
  • Flexible vacation (exempt) / Accrued vacation (non-exempt)
  • Time off for your birthday & volunteering
  • Employee resource groups
  • Opportunities for team and company-wide get-togethers!
  • Parental Leave

Work Arrangement

Remote (Worldwide)

Additional Information

  • Background checks are required.
  • Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
  • This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.
Required Skills
business operationsautomationAI implementationor systems optimization within a SaaS enworkflow automation toolsCRM systems business operationsautomationAI implementationor systems optimization within a SaaS enworkflow automation toolsCRM systems
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About company
Optro
Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage its award-winning technology.
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Job Details
Department Customer Advisory Services
Category other
Posted 2 months ago