United States Remote (Global) USD 110,000 – 120,000 / year

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
AutomationCRM systems
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 3 months ago