ActivTrak

Artificial Intelligence

• Own the AI adoption roadmap in lockstep with the Director, AI Transformation's delivery, ensuring every solution that ships has a corresponding change and enablement plan.
• Define, track and report adoption metrics for each AI initiative such as active usage, time-to-proficiency, self-serve rate on a regular cadence
• Tailor enablement approaches to align with business and department initiatives and department Identify adoption risks before and during rollout and bring mitigation options, not just problems
• Design and deliver training programs for every AI tool and workflow the team ships through live sessions, async content, quick-reference guides and peer learning formats
• Build and maintain a centralized AI use case library: a living resource of proven workflows, prompt templates and best practices for any employee to self-serve
• Develop plain-language guidance that translates the technical capabilities built by the team into content any employee can act on immediately
• Run regular enablement touchpoints with department leads and power users, embedding AI habits into existing workflows rather than creating parallel ones
• Stay current on AI tools and emerging capabilities. Understand them well enough to teach others to use them confidently
• Support the Director, AI Transformation in running the AI steering cadence. Own the logistics, prepare materials, capture decisions and drive follow-through on action items
• Facilitate department-level AI onboarding and working sessions independently
• Maintain a pulse on employee sentiment related to AI across functions to influence opportunities for enablement or support
• Build relationships with champions and influencers in each business function who can accelerate adoption from within their teams
• Own all internal AI communications, including launch announcements, Slack updates, newsletters, and leadership briefings, keeping the organization informed, engaged, and motivated
• Develop and maintain a consistent internal narrative around why AI matters at ActivTrak, grounding it in real employee outcomes and business impact rather than technology hype
• Create and manage feedback channels that make it easy for employees to share what's working and what isn't and synthesize that input into actionable insights for the business
• Partner with the Director, AI Transformation to communicate AI governance policies and acceptable use guidelines across the organization in ways that are clear, accessible and non-threatening
• Develop training and reference materials that help employees understand data privacy, compliance expectations and responsible AI use in their day-to-day work
• Track and report on governance-related feedback and questions from employees, helping to identify where policy clarification or reinforcement is needed

AI Change Management Lead

• Define and maintain the AI transformation roadmap, aligned to operational priorities across Revenue, Data, BI, and go-to-market functions
• Establish OKRs for AI adoption, productivity impact, and tool ROI, and report progress to the senior leadership
• Evaluate, recommend, and govern the AI tool stack, balancing capability, cost, and organizational readiness
• Identify the highest-leverage AI use cases across business functions and sequence delivery based on impact and feasibility
• Build, prompt, and iterate on AI solutions directly by working in the tools
• Design and deploy agentic AI workflows that automate multi-step processes across business functions, moving beyond single-prompt tools to systems that reason, plan and act
• Work fluently with Model Context Protocol (MCP) servers to connect AI models to internal systems, data sources, and third-party tools, understanding how to configure, extend, and govern those integrations
• Use AI coding tools (including Claude Code and GPT Codex) to accelerate solution development, automate scripts, and build internal tooling without requiring full engineering resources
• Partner with the AI Admin on integrations, prompt libraries, and production readiness for new solutions
• Lead proof-of-concept work on emerging AI capabilities, stress-testing tools before broader rollout
• Manage and develop a small team, setting clear scope, priorities, and success metrics for each role
• Create a high-trust, high-output team culture grounded in curiosity, iteration, and business impact
• Own the AI governance framework for the organization. Define policies for acceptable use, data handling, model selection and vendor risk across all AI tools and workflows
• Establish guardrails for agentic AI systems, ensuring automated workflows have appropriate human-in-the-loop checkpoints, audit trails, and rollback procedures
• Partner with Legal, Security, and IT to ensure AI integrations meet data privacy, compliance and information security standards (including SOC 2, GDPR, or customer data handling requirements)
• Stay current on the evolving regulatory landscape around AI and proactively surface business implications before they become blockers
• Maintain a clear inventory of all AI tools, integrations, and MCP connections in use across the organization, with documented risk ratings and review cadences
• Serve as the primary point of contact for all AI needs across ActivTrak — any team, any function, any use case routes through you first
• Own and run the AI steering cadence: facilitate cross-functional meetings with business leads, set the agenda, drive decisions and ensure follow-through on commitments
• Lead up effectively. You're comfortable presenting roadmaps, risks and recommendations to senior leadership, and you know how to frame tradeoffs in business terms, not technical ones
• Influence without authority across peer functions. Build a case and bring people along
• Represent the AI Transform function in leadership forums and communicate progress, priorities and risks

Director, AI Transformation

Sales Development Rep

• Drive outbound prospecting to generate new business opportunities within target accounts and industries
• Research and identify ideal customer profiles, then execute multi-touch campaigns across phone, email, LinkedIn, and other channels
• Qualify inbound leads and schedule discovery meetings for Account Executives
• Collaborate with AEs to build account-based strategies and penetrate key target organizations
• Articulate ActivTrak's value proposition in a way that resonates with each prospect's unique challenges and goals
• Maintain meticulous CRM hygiene in Salesforce, tracking all prospect interactions and pipeline metrics
• Participate in sales training, team meetings, and shadowing opportunities to accelerate your development toward a closing role
• Leverage ActivTrak's own platform to optimize your productivity and better understand the challenges our customers face

Sales Development Representative

Customer Success Manager

• Develop deep product knowledge to map features to business outcomes and communicate roadmap insights
• Apply industry expertise to address customer challenges and position solutions against competitive offerings
• Analyze product usage data to identify patterns, calculate ROI, and quantify multiple value streams
• Manage technical integration understanding and basic troubleshooting
• Create and maintain detailed customer-facing documentation and resources
• Lead renewal conversations and secure commitments, identifying upsell triggers and expansion opportunities
• Create commercial solutions tailored to evolving customer needs
• Build multi-threaded customer relationships to penetrate accounts strategically and develop new use cases over time
• Collaborate with sales on handoffs and joint strategies for account growth
• Manage a portfolio of customers throughout their journey, understanding their unique needs and tailoring interactions to align customer goals with company objectives
• Implement scalable customer success workflows and operational excellence
• Proactively monitor customer health metrics to identify and mitigate risks
• Conduct strategic business reviews and success planning sessions
• Build success plans that ensure customers fully realize the value of the partnership
• Advocate for customers by providing product feedback to internal teams
• Build trust with key stakeholders through executive-level interactions
• Communicate clearly and concisely in both written and verbal formats, managing conflict resolution and navigating difficult conversations effectively
• Demonstrate critical thinking and develop creative solutions
• Guide customers through organizational change and address resistance
• Make autonomous decisions while knowing when to escalate appropriately
• Build strong working relationships with Product, Marketing, Support, and Sales teams to align customer success initiatives with broader company goals
• Actively share customer feedback and insights with relevant teams to inform product development and marketing strategies
• Identify operational friction in day-to-day work and propose practical improvements with supporting context
• Participate in team pilots, process updates, or change initiatives, providing thoughtful feedback based on direct customer impact
• Create reusable frameworks, templates, and playbooks that benefit the broader team