Customer Success AI Operations Lead
About the role
Bitsight is seeking a hands-on builder/operator to help bring its AI-native Customer Success operating model to life. This role sits at the intersection of Customer Success, operations, AI, data, systems, and workflow design.
Responsibilities
- Build AI-powered workflows, automations, prompts, templates, and tools that reduce manual work and improve CS execution.
- Prototype and scale workflows such as automated EBR/QBR decks, renewal briefs, customer summaries, risk narratives, meeting prep, and next-best-action recommendations.
- Help operationalize the CS operating model, including lifecycle stages, health and risk models, renewal readiness, executive engagement, customer prioritization, and value tracking.
- Partner with CS, RevOps, Data, Support, Product, and other teams to connect the right data into the right workflows.
- Work across systems such as Salesforce, Gainsight, Clari, Gong, Zendesk, Snowflake, Slack, Zoom, Google Workspace, Claude, ChatGPT, and other AI/automation tools.
- Establish prompt structures, QA checks, feedback loops, and documentation to ensure AI outputs are useful, accurate, and scalable.
- Gather feedback from CSMs and leaders, iterate quickly, and continuously improve workflows based on real team usage.
- Help CSMs spend less time on manual reporting, prep, and coordination, and more time on high-value customer engagement.
Requirements
2–6+ years of experience in Customer Success Operations, Revenue Operations, Support Operations, Technical Account Management, Solutions Consulting, Customer Success, Technical Support, or a similar role.
Demonstrated experience using AI tools to build practical workflows, automations, internal tools, summaries, agents, or business processes.
Strong builder/operator mindset with a bias toward fast prototyping and iteration.
Comfort working with CRM, CS, support, revenue, or data systems.
Ability to take loosely defined ideas and turn them into structured execution.
Strong systems thinking across process, data, tools, and user experience.
Comfortable operating in ambiguity and making pragmatic tradeoffs.
Strong cross-functional communication and documentation skills.
High ownership, attention to detail, and willingness to incorporate feedback quickly.
Qualifications
Hands-on experience with Salesforce, Gainsight, Gong, Clari, Zendesk, Slack, Zoom, Google Workspace, or similar GTM tools.
Experience with Claude, Claude Code, ChatGPT, Gemini, Cursor, Replit, or other modern AI tools.
Experience with automation tools such as Zapier, Make, Workato, n8n, Tray.io, or similar platforms.
Familiarity with Snowflake, SQL, data warehouses, BI tools, or data modeling concepts.
Experience building workflows that use CRM, call, support, product, or customer data.
Basic scripting, API, or low-code/no-code automation experience.
Experience administering or configuring GTM systems.
Skills
Technical curiosity.
Highly resourceful.
Comfortable with ambiguity.
Genuinely excited by the opportunity to use AI to redesign how Customer Success work gets done.
Benefits
Competitive benefits package, including but not limited to medical, dental, and vision insurance; paid parental leave; flexible time off; a 401(k) plan with employee and company contribution opportunities; life and disability insurance; and tuition reimbursement.