AI Workflow Implementation & Client Success Manager
Location
United States
Posted
8 days ago
Salary
Not specified
Job Description
Role Description
The AI Workflow Implementation & Client Success Manager owns the successful onboarding and implementation of the AI workflows for their clients. This role sits at the intersection of client success, solution implementation, and workflow design.
- Work directly with clients to understand how their operations actually function and translate those processes into working AI workflows.
- Responsible for ensuring workflows are successfully implemented, deployed, and delivering real operational value for clients.
Key Responsibilities
-
Client Leadership
- Serve as the primary point of contact for assigned clients throughout the implementation lifecycle.
- Maintain proactive and responsive communication during business hours, typically responding to client emails within 45 minutes and no later than two hours.
- Lead discovery conversations and working sessions to understand how client operations actually function.
- Manage client expectations and guide stakeholders through the implementation process.
-
AI Workflow Implementation
- Translate business processes and operational needs into structured AI workflows inside our platform.
- Work hands-on with workflow logic, prompts, and automation structures to design practical solutions.
- Define MVP scope, acceptance criteria, and Definition of Done for workflow implementations.
- Validate workflow outputs and approve solutions before deployment.
-
Delivery Coordination
- Assign and coordinate work with developers and technical contributors when required.
- Maintain visibility on project progress, priorities, and delivery milestones.
- Ensure weekly progress and delivery of agreed outcomes across active implementations.
- Simplify complex environments and maintain focus on shipping working solutions quickly.
-
Client Success & Adoption
- Ensure clients successfully adopt and operate the workflows implemented.
- Identify opportunities to improve workflows and expand automation over time.
- Act as a trusted partner to clients as they transition from manual processes to AI-supervised operations.
Time Allocation (Typical)
- Client communication & meetings: 30%
- Delivery coordination & task management: 30%
- Workflow review & implementation support: 40%
Work Structure
- Part time role with availability during business hours aligned with US Eastern Time.
- Fully remote position.
- The role typically manages between 1 and up to 3 clients simultaneously.
- Each client has a weekly review meeting.
- Additional ad hoc meetings may occur as needed to troubleshoot issues, gather operational details, or demonstrate workflow results.
Qualifications
- Proven experience managing technology, software, or automation related implementations.
- Strong client facing experience working with multiple stakeholders.
- Excellent spoken and written English communication skills.
- Ability to translate business processes into structured workflows or technical requirements.
- Strong organizational skills and ability to operate independently.
- Comfortable working in fast paced and ambiguous environments.
Preferred Qualifications
- Experience working with AI tools, LLMs, or workflow automation platforms.
- Experience implementing SaaS platforms or automation systems for clients.
- Experience with ClickUp or similar project management tools.
- PMP certification or equivalent project management training.
- Spanish fluency.
Key Attributes
- Strong emotional intelligence and business judgment.
- Ability to simplify complex operational problems.
- Ownership mindset with high accountability for outcomes.
- Comfortable navigating client objections and implementation challenges.
- Fast learner with strong curiosity about AI and automation systems.
Who This Role Is For
This role is a strong fit for professionals who have experience in areas such as:
- Implementation or Solutions Consulting
- Technical Customer Success
- Automation or Operations Consulting
- Technology Implementation Management
- AI or workflow automation environments
You do not need to be an engineer, but you must be comfortable learning new tools quickly and turning operational problems into working systems.
Role Impact
Success in this role means clients are able to:
- Replace manual operational work with AI workflows
- Deploy automation that works reliably in production
- Transition teams from doing tasks to supervising AI systems
The Implementation & Client Success Manager ensures these outcomes are achieved.
Job Requirements
- Proven experience managing technology, software, or automation related implementations.
- Strong client facing experience working with multiple stakeholders.
- Excellent spoken and written English communication skills.
- Ability to translate business processes into structured workflows or technical requirements.
- Strong organizational skills and ability to operate independently.
- Comfortable working in fast paced and ambiguous environments.
- Preferred Qualifications
- Experience working with AI tools, LLMs, or workflow automation platforms.
- Experience implementing SaaS platforms or automation systems for clients.
- Experience with ClickUp or similar project management tools.
- PMP certification or equivalent project management training.
- Spanish fluency.
- Key Attributes
- Strong emotional intelligence and business judgment.
- Ability to simplify complex operational problems.
- Ownership mindset with high accountability for outcomes.
- Comfortable navigating client objections and implementation challenges.
- Fast learner with strong curiosity about AI and automation systems.
- Who This Role Is For
- This role is a strong fit for professionals who have experience in areas such as:
- Implementation or Solutions Consulting
- Technical Customer Success
- Automation or Operations Consulting
- Technology Implementation Management
- AI or workflow automation environments
- You do not need to be an engineer, but you must be comfortable learning new tools quickly and turning operational problems into working systems.
- Role Impact
- Success in this role means clients are able to:
- Replace manual operational work with AI workflows
- Deploy automation that works reliably in production
- Transition teams from doing tasks to supervising AI systems
- The Implementation & Client Success Manager ensures these outcomes are achieved.
Related Guides
Related Categories
Related Job Pages
More Technical Customer Success Jobs
Senior Technical Support Specialist
JobgetherWe use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
This role offers the opportunity to serve as a trusted product expert, directly impacting the customer experience by troubleshooting complex technical issues and driving meaningful improvements to software platforms. Engage with customers daily, ensuring they gain maximum value f...
The Technical/Product Support Representative is a key member of TransCore’s Software Operations & Maintenance team and plays a critical role in supporting the reliability and performance of our high-speed tolling systems. This position requires strong analytical skills, clear com...
Customer Success Engineer
MD ClarityProvide price transparency to patients | Recover underpayments by insurance companies | Automate benefits workflows
Customer Success Engineer supporting healthcare organizations with contract and reimbursement analysis
Customer Success Engineer
MD ClarityMD Clarity is a social-impact-driven software company animated by two guiding principles: 1) that patients have a right to know what the financial impact will be on them when getting care; and 2) that doctors, nurses, and physician assistants deserve to be paid fairly by health insurers. Our workflow automation software makes the healthcare experience easier and more transparent for patients and providers, and our products are already used by healthcare organizations that together serve hundreds of thousands of patient visits annually. We’re profitable and recently raised a new round of growth capital to accelerate adoption and scale our impact on the healthcare system. Our fast-growing team combines decades of healthcare technology experience with engineering and business talent from Microsoft, Stanford, Spotify, EY-Parthenon, Harvard, Deloitte, Vanderbilt, Georgetown, UPenn-Wharton, and West Point, among others. We’re distributed among our offices in Seattle and New York City and many fully remote roles. In addition to our shared passion for improving patients’ healthcare experience, we’re united in valuing an inclusive workplace that empowers all with the autonomy, connection to the mission, and flexibility needed to innovate. Must be eligible to work in the U.S. without Sponsorship.
We are seeking a Customer Success Engineer with deep healthcare revenue cycle expertise and strong data analysis capabilities to support the ongoing success of our contract management platform. This role focuses on helping healthcare organizations accurately interpret payer contr...
