AI/Automation Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify and prioritize high-value opportunities for AI and automation throughout the GTM funnel.

• Analyze existing workflows, manual processes, handoffs, queues, friction points, and data gaps across marketing, SDR/BDR, sales, customer success, and revenue operations.

• Maintain a scored inventory of opportunities based on impact, effort, risk, and data readiness.

• Examine data from CRM, marketing automation, engagement, sequencing, support, customer success, product usage, and finance.

• Measure baselines, establish success metrics, instrument workflows, and report on adoption and realized impact.

• Design and develop AI agents and automated workflows involving CRM automation, integration tools, agent platforms, and LLM APIs.

• Manage prototyping, testing with real data, piloting, hardening, launching, and iterative improvements of workflows.

• Create prompts, retrieval logic, tool definitions, guardrails, data flows, integrations, field mappings, deduplication, error handling, and human fallbacks.

• Document solutions for ongoing support.

• Promote adoption through training, enablement materials, office hours, and feedback mechanisms.

• Implement guardrails for data handling, customer-facing outputs, and human review.

• Collaborate with IT, security, and legal teams on tool evaluation, data access, and vendor assessments.

• Monitor spending on AI tooling and model usage, as well as cost per outcome.

• Deliver a documented GTM process map, prioritized backlog, and at least one production automation or agent within the first 90 days.

• Develop a measurable portfolio of agents and workflows across various GTM functions and create a repeatable intake-to-launch process.

⛳️ Requirements

• 5+ years of experience in revenue operations, sales operations, marketing operations, business systems, data analytics, automation, or applied AI, with significant exposure to GTM workflows.

• Proven ability in building: deployed AI-enabled workflows, automations, agents, or internal tools that are adopted by actual users, with the capability to articulate what was built, its significance, and how impact was assessed.

• Strong data fluency, encompassing SQL and advanced spreadsheet analysis.

• Familiarity with GTM technology stacks, including CRM platforms like Salesforce or HubSpot, marketing automation, sales engagement, conversation intelligence, customer success, support, and reporting tools.

• Experience with LLM APIs, agent-building platforms, prompt design, structured outputs, retrieval or knowledge grounding, tool/function calling, and production guardrails.

• Background in automation and integration tools such as Zapier, Make, n8n, Workato, Tray.io, native CRM workflows, webhooks, or API-based integrations.

• Comfort with light scripting or technical configuration, preferably in Python or JavaScript, as well as APIs, JSON, data transformation, and troubleshooting across systems.

• Practical understanding of evaluation, testing, monitoring, failure handling, privacy, security, and cost management related to AI-enabled workflows.

• Strong stakeholder management capabilities and proficiency in bridging business needs with technical constraints.

• Self-directed and outcome-focused.

• Nice to have: experience in B2B services, SaaS, MSP, technology, or complex sales environments.

• Nice to have: familiarity with RAG, vector databases, embeddings, re-ranking, evaluation harnesses, or AI observability tools.

• Nice to have: experience with data warehousing, reverse ETL, BI tooling, or analytics engineering.

• Nice to have: experience in supporting sales productivity, sales enablement, forecasting, renewal management, or customer lifecycle workflows.

• Nice to have: prior exposure to AI SDR, conversation intelligence, forecasting, proposal generation, or account planning tools.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and continuous learning.

• Flexible work arrangements to promote work-life balance.

• Collaborative and innovative work environment.

• Competitive salary and performance-based incentives.