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Automation Strategist (Customer Success)

119k – 261kSan Francisco, CACustomer SuccessRemote5+ YOE
Summary

Automation Strategist advises enterprise customers on automation and AI strategies, identifies high-value use cases, deploys scalable solutions, and drives ROI through executive alignment and cross-functional collaboration. Requires 5+ years in SaaS customer success or consulting with strong AI usage.

About the role

What You’ll Do

Guide Customers’ Automation Strategy

  • Build deep relationships that uncover goals, challenges, and priorities.
  • Advise on automation governance, best practices, and cross-functional program structure, process and design.
  • Help customers set goals and adopt AI-orchestrated processes across lines of business.

Discover and Deploy High-Value Use Cases

  • Identify impactful automation opportunities through exec alignment, influencer mapping, and citizen-developer input.
  • Work with customer stakeholders, SAs and TAMs to co-design implementation patterns that ensure scalability and long-term success.
  • Translate business problems into orchestration strategies that deliver measurable value.
  • Capture the prior state and descriptive metrics that help you quantify the impact of the work.

Drive Customer Outcomes

  • Demonstrate ROI and unlock new value paths through expanded automation usage.
  • Accelerate renewal and expansion by deepening customer maturity and outcomes.

Collaborate Across Zapier

  • Partner with Sales, Support, Product, and others to deliver a unified customer experience.
  • Share insights that influence roadmap decisions, positioning and GTM strategy.

Build a World-Class Program

  • Help scale the methodologies, frameworks, and assets that define automation strategy at Zapier.

About You

  • 5+ years in SaaS (customer success, consulting, solutions, enterprise product or similar process and system strategy roles).
  • Use AI in your work today as part of how you operate at a high level, with workflows built, iteration, and impact on quality, efficiency, and experience.
  • Strategic, customer-centric problem solver focused on outcomes.
  • Thoughts on how modern businesses should operate, inefficiencies, and how automation + AI unlock leverage.
  • Operate across audiences from executives to execution teams.
  • Connect business goals to product solutions; discover actual needs.
  • Communicate automation value in terms of ROI, efficiency, scalability, risk reduction.
  • Think in systems, logic, orchestration frameworks.
  • Own outcomes, project manage stakeholders internally and externally.
  • Exceptional communicator using async vs. live methods, leveraging automation and AI.
  • Data guides decisions; interpret usage patterns, collaborate with data science and RevOps.
Skills
AIAutomationZapierOrchestrationSaaSROI AnalysisProject ManagementData AnalysisCustomer SuccessConsulting
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