Source Job

• Help customers shape their automation strategy, identify and deploy high-value use cases, and guide them toward meaningful AI-enabled transformation.
• This role moves beyond classic Customer Success, focusing on consulting, systems thinking, orchestration, executive alignment and continuous value discovery.
• With 5+ years in SaaS (customer success, consulting, solutions, enterprise product or similar process and system strategy roles), customers see you as a valuable extension of their team.

Zapier builds and uses automation every day to make work more efficient, creative, and human. They are an all-remote company that believes diverse perspectives and experiences make them better.

• Own and evangelize the "ai enablement map" across the company.
• Embed with teams to find and fix inefficiency by rotating through functions.
• Build agents and automations and create reusable enablement materials.

Monarch is a personal finance platform designed to simplify finances. Since launching in 2021, they've become a top-recommended app, aiming to alleviate financial stress. As a fully remote company with experienced entrepreneurs, they foster a collaborative environment, welcoming applicants from almost anywhere.

• Identify high-friction, high-volume manual work across Success and Support
• Design and deploy AI-assisted workflows that eliminate repetitive tasks
• Build CSM copilots that automate summaries, prioritization, and follow-ups

Wrapbook provides a unified payroll platform that seamlessly connects your entire team—production, accounting, cast, and crew—all in one place making production payroll and accounting easier, faster, and more secure. Wrapbook has a growing team of 250+ people across the USA and Canada.

• Own intake requests: Run an intake and prioritization process for operational requests and issues.
• Maintain operational health: Monitor and troubleshoot existing workflows and automations, resolve broken integrations and data issues, and proactively surface risks.
• Design and improve workflows: Diagnose inefficient or fragile processes across teams and programs, then redesign them to reduce manual work.

Springboard is an education and workforce development company with a mission to bridge critical skills gaps by enabling individuals to access high-quality, job-aligned training. They partner directly with employers, healthcare systems, and workforce organizations to design and deliver programs that build durable talent pipelines.

• Shape the operational roadmap for internal systems and processes.
• Lead cross-functional process improvement initiatives end-to-end.
• Serve as a strategic thought partner to functional leads.

Go Nimbly is a leading RevOps consultancy. They have a tight-knit, impact-driven team.

• Own the technical delivery of our AI-powered operational tooling stack.
• Expand into broader business systems across the organization.
• Automate core agent workflows.

Clipboard Health aims to elevate individuals on the socioeconomic ladder by enabling professionals to leverage their spare time for career advancement and financial gain. As a rapidly expanding Series C marketplace and a prominent player in the Long Term Care sector, they boast a global remote team exceeding 700 employees.

• Lead AI & Machine Learning teams for high-impact initiatives aligned with company goals.
• Own and evolve Zapier’s AI/ML strategy, ensuring scalable, reliable tools aligned with business needs.
• Collaborate cross-functionally to enhance products/services by integrating AI capabilities across the organization.

Zapier builds and uses automation to make work more efficient, creative, and human. They are a fast-growing and remote-first company.

• Partner with Support, Sales, Marketing, Finance, and People to uncover high-impact automation opportunities.
• Design, implement, and maintain n8n workflows combining APIs, data stores, and LLM capabilities.
• Document clearly, provide handover and training, and iterate based on feedback and telemetry.

n8n is the open workflow orchestration platform built for the new era of AI, giving technical teams the freedom of code with the speed of no-code. Backed by a community and 500+ integrations, they're changing the way people bring systems together and scale ideas for impact, with a diverse team of over 220 working across Europe and the US.

• Own programs end-to-end for onboarding, product enablement, skills programs, and more.
• Take current foundations and turn them into modern, scalable systems that cut manual work and boost impact.
• Bring insights, tradeoffs, risks, and recommendations to the Sr. Revenue Enablement Manager, not just execution.

They build and use automation every day to make work more efficient, creative, and human. They are a fast-growing, profitable, impact-driven company.

• Design and improve core garage and customer workflows: onboarding, reporting, escalations, renewals, and risk management
• Build playbooks and operating rhythms to eliminate tribal knowledge
• Identify failure points and redesign processes before they impact customers

Vend Park is building the AI-powered digital infrastructure of the built world. They are rewriting how commercial real estate owners manage and monetize parking, using automation, data, and agentic AI to simplify operations and unlock new revenue. They operate as a small, high-ownership engineering team where decisions move fast and code ships to production quickly and reliably.

• Audit GTM workflows across sales, marketing, and CS to identify high-impact opportunities for AI and agentic automation.
• Design and build agentic workflows using tools like Clay, Claude, and Hightouch that replace manual busywork and accelerate pipeline
• Lead enablement across GTM teams; train reps, marketers, and CSMs on new AI-powered workflows and drive sustained adoption.

Hightouch is the modern AI platform for marketing and growth teams. Our AI agents reimagine marketing workflows, allowing marketers to create content, plan campaigns, and execute strategies with transformational velocity and performance. We are a leader in AI marketing and partner with industry leaders like Domino’s, Chime, Spotify, Ramp, Whoop, Grammarly, and over 1000 others.

• Take ownership of automation systems and bring key workflows in-house.
• Support operational tasks like updating funding blueprints and organizing client data.
• Build efficient systems while supporting a fast-growing, high-performance team.

WeAssist is a recruiting firm focused on creating fair opportunities in the business world. They have a team of over 100 people and help US businesses find skilled remote workers, connecting them with good employers; they also offer good benefits and community involvement.

• Own day-to-day operations while aligning execution with growth and revenue goals.
• Act as a strategic partner to the COO and Founder, driving priorities and ensuring follow-through on key initiatives.
• Build, document, and optimize SOPs, workflows, and internal systems for efficiency and scalability.

Jobgether is a platform that connects job seekers with employers. They use AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• Own and improve core operational workflows and systems.
• Diagnose operational bottlenecks and design scalable solutions.
• Lead high-priority cross-functional initiatives from concept through execution.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Contribute to cross-CXS programs and standardization efforts.
• Lead AI roadmap and transformation execution in his vertical.
• Drive operational cadence of weekly, monthly and quarterly business reviews.

Granicus is a technology company transforming the Govtech industry by connecting governments and constituents. With 5,500 federal, state, and local government agency clients and over 300 million citizen subscribers, they offer cloud-based solutions for communications, website design, and more.

• Develop strategic plans to optimize efficiency and align business operations.
• Lead cross-functional teams to drive the execution of key strategic initiatives.
• Conduct thorough process analysis and propose innovative solutions.

1Password is building the foundation for a safe, productive digital future by ensuring every identity is authentic and every application sign-in is secure. They have surpassed $400M in ARR and are continuing to accelerate, teaming up with iconic partners and innovating the market-leading enterprise password manager.

• Partner with sales and marketing leadership to inform investment decisions and resource allocation.
• Drive efficiency in customer acquisition by building analytical infrastructure to optimize LTV:CAC and marketing spend effectiveness.
• Support sales growth targets through capacity planning, productivity analysis, and proactive identification of trends.

Zapier builds and uses automation to make work more efficient. They are an all-remote company that values diversity and inclusivity.

• Design streamlined automation solutions using Airtable and Zapier for program management workflows.
• Proactively troubleshoot existing workflows to ensure systems run smoothly.
• Collaborate with various teams to identify automation opportunities and optimize processes.

NORY designs learning journeys where children ages 3-12 become risk-taking entrepreneurs, inquisitive problem solvers, and empathetic leaders. As the leading STEM camp provider in NYC, they aim to help children develop resilience, inquisitiveness, and empathy through innovative STEM education.

• Be the product owner for our core People systems (HRIS, helpdesk, workflow/automation tools, integrations).
• Redesign high-volume, repeatable workflows for automation and AI support (triage, routing, drafting, checks).
• Oversee manager, job, and location changes, plus global mobility in partnership with Legal and Finance.

Atlan is the world’s first active metadata platform, helping organizations transform data chaos into clarity and seamless collaboration. Atlan is a remote-first company with a talented team spanning 15+ countries; together they are creating a category-defining platform for data and AI governance.

• Define and execute a phased automation strategy across operational domains.
• Directly design and prototype agentic workflows, including prompt architecture.
• Translate ambiguous operational workflows into structured, executable logic suitable for AI-driven automation.

Wheel equips innovative companies with a platform to deliver virtual care. They offer strategies and technologies to foster consumer engagement and build brand loyalty.