Observe.AI

People Operations

• Supporting new hire onboarding programs and orientation experiences that create strong employee connections, accelerate ramp-up, and reinforce company culture
• Partnering cross-functionally and business leaders to ensure seamless employee experiences
• Managing employee engagement, including milestone programs, employee swag, culture-building efforts, and workplace experience initiatives
• Supporting employee relations matters by partnering with leaders on coaching, documentation, performance improvement, feedback conversations, and sensitive employee situations with professionalism and discretion
• Acting as a strategic advisor to leaders on talent planning, organizational effectiveness, workforce trends, and people-related challenges
• Supporting and evolving performance management practices through manager enablement, coaching, calibration support, and continuous development conversations
• Coordinating learning, development, and manager enablement programs, including training logistics, content updates, and knowledge management
• Contributing to organizational transformation and innovation initiatives, including programs that leverage AI and modern tools to improve employee experience and operational effectiveness

Senior People Business Partner

Sales Development Rep

• Generate & Qualify Pipeline
• Prospect into accounts through outbound channels including cold calling, email, LinkedIn, and sales engagement tools
• Secure and qualify meetings with prospective customers by uncovering business challenges and identifying opportunities aligned to Observe.AI’s solutions
• Research target accounts and prioritize outreach strategies based on ICP alignment, buying signals, and market opportunity
• Consistently achieve and exceed pipeline generation metrics including meetings booked and qualified opportunities
• Support Field & Event Marketing Efforts
• Partner with Marketing and Sales teams to drive engagement before, during, and after events
• Use tools like Vendelux to identify targets and schedule meetings around conferences and industry events
• Attend customer-facing dinners, roundtables, forums, and conferences
• Become a Product & Market Expert
• Develop a strong understanding of Observe.AI’s AI platform and our differentiated position in the contact center and CX market
• Clearly communicate value propositions to both technical and business stakeholders
• Share market intelligence including customer feedback, competitor activity, and emerging AI trends
• Leverage Modern Sales Technology
• Utilize tools such as Salesforce, Outreach, ZoomInfo, LinkedIn Sales Navigator, Nooks, and other prospecting platforms to drive efficiency and pipeline visibility
• Maintain accurate activity tracking, prospect data, and forecasting hygiene within Salesforce
• Collaborate across GTM
• Partner closely with Marketing to sharpen messaging. Giving frontline feedback from the market that can directly influence outreach strategy and the evolution of the product roadmap.
• Work side by side with Account Executive teams to strategize outreach and ensure seamless opportunity handovers.

Sales Development Representative, Southern California

Artificial Intelligence

• Own high-impact implementation programs, facilitating executive-level design workshops and translating customer business strategy into live, high-value AI solutions.
• Guide and enable customers through their AI journey, managing client expectations, project timelines, documentation deliverables, and team resources to ensure success.
• Lead customer program teams through multi-phase implementations—including deep business discovery, technical setup, and sophisticated user training—to maximize adoption and ROI.
• Partner with Customer Success Managers (CSMs) to create value-based adoption goals and ROI stories that set the customer up for a successful, high-impact launch.
• Collaborate with Sales, Product, and Engineering to optimize delivery frameworks, refine product feedback loops, and help customers operationalize AI across their entire enterprise.
• Recommend implementation standards and influence best practices to help the AI Solutions & Delivery organization scale customer onboarding and mitigate risks efficiently.
• Proactively communicate project status and identify risks, escalating effectively to ensure swift resolution across multiple simultaneous customer projects.

Senior AI Deployment Manager

Sales Development Representative

Consultant

• Value Selling - Partner with AEs and Solutions Engineers on enterprise deals: run discovery, map pain points to product, and translate findings into business cases, dashboards, and ROI narratives that resonate with economic buyers
• Post-Sales Value Realization - Work alongside CSMs and Implementation Managers to drive adoption and retention through joint value sessions and standardized plays by industry and KPI. Design and deliver enablement on platform features, prompt engineering, reporting, and analytics workflows for internal teams and customers
• Applied Data Science & Modeling - Use Python and SQL, augmented by AI coding tools, to run modeling workflows (regression, classification, clustering, forecasting) on use cases like QA score uplift, AHT reduction, and churn risk. Apply statistical techniques on conversation, agent, and platform data to validate outcomes and surface data-backed recommendations
• KPI Monitoring, Reporting & QBRs - Track customer KPIs (QA, AHT, sentiment, escalation rates), own dashboards in Looker, Tableau, or Power BI, and produce QBR decks that quantify realized value at each milestone
• Scaling Workflows - Build repeatable templates for QBRs, impact reviews, and CS playbooks, and use AI agents to automate recurring analysis and grow a scalable insights knowledge base
• Note: Role requires ~ 20 - 25 % travel

Business Value Consultant

• Lead End-to-End AI Agent Delivery: Own AI Agent deployments from kickoff → design → build → testing → go-live → hypercare → optimization. Conduct business and technical discovery to deeply understand customer workflows, KPIs, and success criteria.
• Orchestrate a Cross-Functional Delivery Pod: Lead a matrixed delivery team including Experience Designers, AI Agent Engineers, and Telephony Engineers. Coordinate with Engineering on feature gaps, technical escalations, and roadmap alignment.
• Drive Customer Outcomes & Long-Term Success: Own the success of multi-phase AI transformation programs. Post–go live, act as the customer’s primary AI Agent program lead - running QBRs, tracking KPIs, and driving continuous value.
• Establish Scalable Processes & Governance: Create and refine playbooks, delivery templates, evaluation frameworks, UAT processes, hypercare models, and best practices. Ensure compliance with testing, evaluation frameworks, UAT processes, and deployment checklists. Manage timelines, deliverables, documentation, and cross-functional dependencies for multiple concurrent customer programs.
• Customer Enablement & Training: Guide customers through operational readiness, change management, and best practices for scaling AI within their contact centers.
• Be the Face of AI Strategy for Enterprise Customers: Present confidently to frontline leaders, IT executives, and C-suite stakeholders. Translate complex AI/technical concepts into business outcomes and guide customers through AI maturity and transformation journeys.

Engagement Manager – AI Agents

• Build & Deploy Agents: Own the implementation of AI agents including prompt design, workflow configuration, integrations, telephony setup, and evaluation frameworks.
• Client Engagement: Act as the primary technical partner for customers—lead regular demos, communicate progress, gather feedback, and guide solutions from concept to production.
• Systems Integration: Configure and connect systems using APIs—handling authentication, data mapping, error handling, and integrations with CRMs, knowledge bases, and other enterprise tools.
• Telephony Integration: Set up SIP/CCaaS/PSTN routing, pass metadata, configure fallbacks, and troubleshoot call quality.
• Prompt Design & Optimization: Write and refine prompts for LLM-driven agents, monitor performance, test iteratively, and ensure agents meet automation and containment targets.
• Strategic Partner: Translate customer requirements into actionable solutions; work consultatively to unblock challenges in security, connectivity, or knowledge ingestion.
• Cross Functional Collaboration: Collaborate with product/engineering teams to escalate platform gaps and resolve deep technical fixes and platformization, while independently driving leading client implementations.

AI Agent Engineer, Client Facing

Events

• Design and execute event strategies that directly support engagement and growth within top-tier strategic accounts. Partner with Sales, Account Management, and ABM teams to align event plans with account goals and pipeline objectives.
• Lead the planning and execution of flagship tradeshows, third-party conferences, and executive experiences that advance strategic account objectives. Oversee logistics, vendor management, and cross-functional coordination to ensure on-brand, high-impact delivery.
• Develop event programs that accelerate the sales cycle, influence pipeline creation, and deliver measurable ROI across key verticals and strategic segments.
• Oversee onsite brand presence — booth design, messaging, activations, and experiences — ensuring consistency and excellence across all touchpoints. Collaborate with Product Marketing to bring our brand story to life through compelling thought leadership, content, and event narratives.
• Identify and secure high-impact speaking, sponsorship, and partner opportunities to showcase Observe.AI’s deep expertise and leadership in the GenAI and CX markets.
• Partner closely with Sales, Demand Generation, and Product Marketing to drive unified messaging, maximize ROI, and ensure measurable outcomes tied to pipeline and account engagement.
• Establish clear event KPIs and continuously optimize event performance to enhance reach, impact, and ROI.

Senior Manager, Events Strategy – Brand Experiences

Customer Success Manager

• Driving process change and product adoption through change management, executive level relationships, project management, and training enablement
• Monitoring customer health across the customer journey and taking data driven actions to influence the right behavior
• Conducting Quarterly Business Reviews at an executive level to demonstrate qualitative and quantitative value
• Championing and owning customer retention and partnering with Account Managers on upsells
• Advocating for customer needs and educate them on adopting new features as we continue to enhance the product
• Confidently working in an ambiguous environment -- we are a fast moving startup!
• Collaborating internally and externally to solve pain points for your customerProviding key contributions to help grow and scale our Customer Success organization

Revenue Operations

• Define and implement the end-to-end RevOps function across sales (direct enterprise + indirect channel), customer success, marketing into one cohesive global operating model.
• Lead annual and quarterly GTM planning, including pipeline modeling, ARR targets, quota design, and territory optimization.
• Establish a rigorous operating cadence (QBRs, forecasting, pipeline reviews) to drive accountability and executive visibility across GTM teams.
• Architect a 'best-in-class', AI-enabled GTM tech stack (CRM, marketing automation, CS platforms, partner systems, product analytics, and data infrastructure) with a strong foundation in data integrity and automation.
• Build systems that integrate product usage and behavioral signals into Sales & CS workflows to drive predictive upsell, expansion and retention.
• Ensure systems are built to support a complex multi-channel 'Hybrid' motion, where direct sales and partner co-selling can coexist without data friction.
• Establish global data governance and a unified data model across GTM and Product.
• Own company-wide revenue forecasting and pipeline health reports and dashboards, delivering accurate, board-ready insights.
• Move beyond historical reporting by incorporating AI/ML-driven predictive models to improve forecast accuracy and pipeline coverage.
• Drive deep-dive analysis on sales productivity and funnel performance, identifying bottlenecks and implementing data-driven improvements.
• Partner with Sales, Marketing and Product to design playbooks and align enterprise sales plays, and partner/channel motions into one unified GTM strategy.
• Drive productivity improvements across the funnel through tooling, process optimization, and enablement programs.
• Build scalable onboarding and ramp frameworks to accelerate time-to-productivity for new hires.
• Build and lead a strategic Deal Desk to support complex enterprise deals, balancing speed, margin, and consistency.
• Partner with Finance and Product Marketing to iterate on pricing models, specifically tailored for GenAI and consumption-based contract structures.
• Optimize quote-to-cash processes to reduce friction and improve conversion and customer experience.
• Build, lead, and scale a high-performing RevOps team across systems, analytics, and deal desk.
• Serve as a strategic advisor to the CEO, CFO, and GTM leadership, influencing key decisions on growth, investment, and resource allocation.