Artificial Intelligence Automation Specialist

Bill.com Bill.com · Fintech · United States · Customer Experience Operations

Founding team member for a new AI automation team within Customer Experience Operations at a Fintech company. The role focuses on building agentic AI systems to automate manual workflows, improve operational visibility, and provide self-serve data insights. Key responsibilities include automating operational tasks, flagging risks, delivering business intelligence, and building memory architecture for AI agents.

What you'd actually do

  1. Automate repetitive operational workflows: CES reporting, QA transcript analysis, knowledge article maintenance, SOP-driven case workflows. Deploy standardized automations across Slack and Salesforce at scale.
  2. Flag stalled handoffs, aged cases, SLA breach risks, and duplicate cases before they become problems. Review DevRev/Cresta transcripts to ensure bots are behaving as expected.
  3. Give leaders self-serve access to data and insights. Deliver automated weekly/monthly business intelligence on cadence (site health, volume, SLA, CES). Detect escalation patterns and repeat contacts that nobody is connecting the dots on.
  4. Build memory architecture: bots that look at staffing, feedback, transcripts, and agent work together at scale. Know what happened last week and what's coming next.

Skills

Required

  • Experience with Slack and Salesforce automation
  • Experience with workflow automation
  • Experience with data and insights delivery
  • Experience building memory architecture

Nice to have

  • Experience with Salesforce integrations or CX/support tooling (DevRev, Cresta, knowledge management systems)
  • Data modeling or analytics background (dbt, Redshift, Trino)
  • Experience building tools for non-technical end users

What the JD emphasized

  • founding team
  • shaping the architecture
  • shaping the workflows
  • shaping the culture

Other signals

  • building agentic AI systems
  • automate manual work
  • founding team
  • shaping architecture and workflows