Automation Strategist (Customer Success)
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.
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.
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