AI Operations Lead, CPX

Workiva

AI Operations Lead integrating AI across CPX systems and processes. Serving as strategic thought leader and optimizing technology spend and AI deployments.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $118,000 - $194,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in AI tooling and business technology within a SaaS environment, with a strong focus on process improvement, strategic leadership, and vendor management. Capable of driving user adoption and managing technology budgets while mentoring cross-functional teams.

Highest-signal resume keywords

AI Tooling ExpertiseBusiness Technology ManagementVendor ManagementBusiness Process Re-engineeringChange Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business OperationsTechnology Program ManagementCustomer OperationsDigital TransformationCohort AnalyticsAI InvestmentsFinancial BenchmarkingMeasurement FrameworksOperational WorkflowsProcess Improvement

Soft Skills

MentorshipStrategic DirectionCollaborationCommunication

Tools & Technologies

ClaudeGongNotebookLMGeminiWorkato

Industry Keywords

SaaS EnvironmentAI EnablementCustomer SuccessProfessional ServicesSupport

About the role

Key responsibilities & impact

Direct AI enablement across CPX, transitioning from hands-on tactical execution to scalable, department-wide strategic leadership
Own and maintain a comprehensive catalogue of AI use cases across CPX functions (Professional Services, Customer Success, Support), serving as the critical link to turn team ideas into standard operational workflows
Define and continuously improve processes for the internal utilization of generative AI, autonomous agents, and machine-assisted development workflows
Consult with CPX functions—including Professional Services, Customer Success, and Support—to identify, prioritize, and formalize intake workflows for a continuous pipeline of agentic solutions
Partner directly with Business Technology and InfoSec to ensure secure-by-default practices, compliance, adoption, and lifecycle management of AI tooling
Own responsibility for managing CPX AI technology spend, monitoring ROI, tracking financial benchmarks, and implementing measurement frameworks to quantify cost metrics against output volume
Drive the definition of success in highly ambiguous spaces, utilizing a structured 30-60-90 day roadmap to establish empirical baselines, execute controlled pilots, and scale delivery
Identify and document shadow or undocumented workflows across CPX functions to develop AI-augmented standards that drive successful sub-functional outcomes
Provide mentorship, technical oversight, and strategic direction to distributed AI Champions and cross-functional project teams without formal administrative people management responsibilities
Operate as an advanced individual contributor to standardize processes for enablement, deployment, tool assessment, and prototyping AI solutions

Requirements

What you’ll need

Undergraduate degree or equivalent combination of education and experience in a related field
8+ years of progressive experience in business operations, technology program management, customer operations (CS/Services/Support), or digital transformation
Recognized as a subject matter expert in AI tooling, Business technology stack & workflow system within a SaaS environment
Proven experience in vendor management, software procurement processes, and technology budget oversight
Direct strategic experience leveraging AI investments across platforms like Claude, Gong, NotebookLM, Gemini, Workato, or similar enterprise tools
Strong background in business process re-engineering, change management, cohort analytics, and driving user adoption across non-technical teams

Benefits

Comp & perks

A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package