Affinipay1 Senior Customer Experience Operations Specialist at 8am drives new CX roadmap initiatives and automation from idea through delivery. Partners with multiple teams to scope, build, and improve automation and workflows across CX.
Responsibilities
8am is looking for a technically-minded, senior individual contributor to drive new CX roadmap initiatives and automation from idea through delivered, working systems. This is a hands-on builder role, you scope ambiguous, early-stage ideas from stakeholders across CX, BI, Sales, and Marketing into concrete, buildable project plans, then personally build the automation, workflow, or integration that brings each one to life.
Identify where new automation and AI can create leverage across the CX org, and scope early-stage ideas from stakeholders across CX into concrete, buildable project plans
Partner directly with Business Systems and Engineering on infrastructure-level builds for new initiatives, ensuring new projects solve the right cross-functional problem from the start
Bring technical depth to existing systems (e.g. Salesforce, Intercom) as needed, diagnosing underperforming workflows, writing developer-ready tickets, and rebuilding automation or routing logic when required
Partner with Enablement to increase adoption of new workflows and automations, training, documentation, and change management for end users
Convert CX data (NPS/CSAT, retention, support and success metrics) into actionable recommendations for leadership
Maintain clear, current visibility into initiative status, risks, and dependencies for stakeholders, surfacing issues before they escalate
Operate as a self-directed driver on assigned initiatives, surfacing blockers and aligning stakeholders without needing to be chased
Qualification
At 8amFounded in 2005Self-directed and outcome-drivenPreferredAdditional Information
Required
At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.
Founded in 2005, 8amTM (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!
4-6+ years of experience in Customer Success/Experience Operations, Revenue Operations, or Business Operations
Demonstrated ownership of a program or metric outcome, not process facilitation alone, in a B2B SaaS environment
Proficiency with Salesforce and Intercom as an advanced user, able to build reports, dashboards, in-app messaging, surveys, and workflow automations
Self-directed and outcome-driven, able to move roadmap projects forward without heavy oversight
Strong written and verbal communication skills
Comfort operating within evolving or undefined processes
Preferred: Salesforce Administrator certification, Intercom experience, survey-building tools (e.g., Delighted, Qualtrics, or similar), in-app messaging platforms, hands-on experience applying AI tools to operational workflows. SQL or BI tool proficiency.
Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.
Additional Information
The annual salary range for this position is $90,000 to $120,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education.