At Scale Virtually, we're looking for a Workflow Automation & Client Success Manager. This cross-functional, no-code-savvy role bridges Sales discovery, AI solution design, and DevOps handoff. You will help scope what's possible, structure how it should work, and document it clearly for delivery.
What You'll Do
- Join Sales calls or review client requirements to understand workflows, pain points, and goals.
- Run client discovery sessions and translate vague problems into clear requirements.
- Ask smart questions and propose potential AI/automation-based solutions.
- Identify opportunities to automate manual workflows or streamline delivery systems.
- Create solution architecture docs or flowcharts using tools like Whimsical, Notion, or FigJam.
- Design automation flows using Zapier, Make.com, or structured prompts.
- Write solution briefs, task outlines, and handoff documents for the technical team.
- Collaborate with Tier 2 Engineers and DevOps on feasibility and system design.
- Ensure solutions are executed as scoped.
- Clarify requirements during build, answer blockers, and suggest fixes when needed.
- Join launch calls or client onboarding to reinforce delivery quality.
- Help improve handoff flow between Sales, Solutions, and Execution.
What We're Looking For
- 3+ years of experience in client strategy, technical project management, or workflow design.
- Strong understanding of automation and AI tools.
- Excellent written and spoken English.
- Comfortable translating business goals into workflow logic.
- Strong process mindset and ability to organize messy inputs.
Nice to Have
- Has created SOPs, solution architecture, or product requirements in a past role.
- Experience in SaaS, consulting, or agency operations.
Technical Stack
- Make.com
- Zapier
- GPT (OpenAI)
- Airtable
- Notion
- Whimsical
- FigJam
Team & Environment
This is a cross-functional role bridging Sales, Solutions, and DevOps.
Benefits & Compensation
- Fully remote role with an async-first culture.
- Opportunity to work closely with automation experts, developers, and global clients.
- Training and mentorship in AI tools, process strategy, and automation platforms.
- Clear growth path into full product strategy or operations architecture role.
- Minimal meetings – high autonomy and a deep focus culture.
- Compensation: $1,200–$1,500/month.
Work Mode
This is a fully remote role. Candidates must be based in the Philippines.
Scale Virtually is an equal opportunity employer.