AI Automation Lead, Post-Sales Operations
TLDR
Design AI-powered workflows connecting Salesforce, PSA, product data, and reporting tools to eliminate manual post-sales processes.
Post Sales Operations AI Automation Strategy and execution
Develop, document, and maintain SOPs and policies for data collection, storage, and reporting across all post sales functions
Serve as the focal point for AI-driven automation across post-sales workflows, identifying manual, repetitive, or error-prone processes and re-architecting them into automated, agile workflows.
Partner cross-functionally with IS/BI/CoE, Sales Ops, Marketing Ops, Partner Ops, Deal Desk, Finance, and Compensation teams.
Design and implement integrated automations connecting Salesforce, the PSA platform (Certinia or similar), product/usage data, and reporting/dashboarding tools — removing swivel-chair work and manual handoffs between systems.
Evaluate and deploy AI solutions, no-code/low-code automation platforms (e.g., Salesforce Flow, Certinia automation, Workato, Zapier, or similar) and AI agents to streamline post sales operations at scale.
Build reusable automation playbooks and standards that other CSG Ops functions can adopt as the team matures its automation maturity.
Partner with the CIO organization (IS/BI/CoE) and Product teams to ensure automations are scalable, governed, and aligned with enterprise data architecture.
Track and report on efficiency gains, time saved, and process improvements delivered through automation initiatives.
Minimum 3-5 years experience in Post-Sales Operations in the SaaS industry.
Proven track record leading process-improvement Automation initiatives with a clear methodology and hands-on ownership of outcomes
Experience standing up (AI powered) automation standards and playbooks for a growing post sales Ops function.
Advanced Salesforce data architecture experience — object relationships, data modeling, custom report types, calculated and formula fields, workflows, and governance across a complex org. Lightning experience preferred
Experienced in designing and deploying AI-powered automation for post-sales workflows, integrating data across Salesforce, product/usage platforms, PSA tools, and reporting/dashboarding systems.
Proven experience with AI LLMs prompting (Claude, Gemini, ChatGPT, n8n etc) and no-code/low-code automation for post sales platforms (Salesforce Flow, Workato, Zapier, or similar) to build production workflows; basic scripting or SQL is a plus but not required.
Advanced Excel / Google Sheets skills — pivot tables, SUMIFS, VLOOKUP/XLOOKUP, INDEX/MATCH — for complex, multi-source data management.
Ability to translate complex datasets and automation concepts into clear, actionable insight for cross-functional efficiencies
Prior people-management experience is a strong plus — this is an individual-contributor role, but candidates who have led teams and bring that judgment and maturity to a hands-on capacity are highly valued.
Self-starter who takes ownership and navigates ambiguity in an ever-shifting environment.
Bachelor's of Science degree or equivalent work experience required.
Our job titles may span more than one career level. The OTE ranges for the United States is between $150,000 and $165,000 including salary and variables. The actual base pay is dependent upon many factors, such as: location, training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role may also be eligible for bonus and benefits as part of our competitive total rewards package.
At WalkMe, we approach Diversity, Equity and Inclusion (DEI) with the same level of collaboration, innovation and accountability that we bring to the rest of our business. We believe in the value of diversity and are committed to ensuring an equitable and inclusive workplace where every employee has an equal opportunity to achieve success.
WalkMe does not discriminate. If a candidate requires a reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact your Talent Acquisition partner immediately.
TO ALL RECRUITMENT AGENCIES: WalkMe does not accept agency resumes. Please do not forward resumes to WalkMe employees or any other company location. WalkMe is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with the Company for this specific role.
Benefits
Equity Compensation
equal pay
Health coverage options
WalkMe provides health coverage options, where applicable, to ensure employees have access to essential medical benefits.
Professional development opportunities
Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering.
Retirement contributions
Robust Retirement Contributions: Ask HR about the specific offerings for your region!
RefreshMe Days
WalkMe offers RefreshMe Days throughout the year to further strengthen our commitment to work/life balance.
Hybrid work schedule
Hybrid Work Arrangement: We offer a hybrid work schedule to perfectly combine the benefits of remote work and the essential connections and collaborations of onsite work.
Annual Wellness Month in July
WalkMe’s annual Wellness Month every July
WalkMe, now part of SAP, pioneers the Digital Adoption Platform (DAP) that simplifies software usage and drives technology adoption across complex digital environments. Serving over a third of Fortune 500 companies, our platform empowers organizations to maximize their digital investments and enhance user experience in enterprise applications.
- Founded
- Founded 2011
- Employees
- 500+ employees
- Industry
- computer software
- Funding stage
- Public
- Total raised
- $310M raised