AI Client Solutions Associate

AbouttheRole:

We are looking for a highly intelligent, resourceful, and AI-first AIClientSolutionsAssociate to join our team. Thisisnotatraditionalcustomersuccessrolewheretheprimaryresponsibilityismanagingrelationshipsoransweringsupporttickets. Wearelookingforsomeonewhocanbegivenaproblem,understandwhatisactuallyhappening,determinethebestsolution,andtakeownershipofgettingitresolved. You will work at the intersection of clients,AI,product,andoperations. Youwillhelpcustomerssuccessfullyuseourtechnology,identifywheretheyaregettingstuck,useAItoolstosolveproblemsfaster,andworkwithourproductandengineeringteamstocontinuouslyimprovetheplatform. We care much more about intelligence,curiosity,resourcefulness,andabilitytolearn than having years of experience.

WhatYou’llDo:

OwnClientProblems

• Becomedeeplyfamiliarwithourproductandhowcustomersuseit.
• Helpclientssuccessfullyonboardandusetheplatform.
• Investigatequestions,problems,andunusualsituationsinsteadofsimplyescalatingthem.
• Identifytherootcauseofanissuebeforedeterminingthesolution.
• Takeownershipofproblemsfrominitialidentificationthroughresolution.
• Communicateclearlywithclientsthroughouttheprocess.

UseAItoWorkBetter

AIshouldbeoneofyourprimarytoolsforgettingworkdone.

Youwillbeexpectedto:

• UsetoolssuchasChatGPT,Claude,andotherAIplatformseveryday.
• Researchunfamiliartopicsquickly.
• Analyzedocuments,data,customerquestions,andworkflowsusingAI.
• Createpromptsandworkflowsthatmakerepetitiveworkfaster.
• Buildsimpleautomationswhenappropriate.
• ExperimentwithnewAItoolsanddeterminewhethertheycanimproveourprocesses.
• Continuouslyfindwaystoaccomplishmorewithlessmanualwork.

We don't expect you to know every answer. We expect you to be exceptionally good at figuringouthowtofindtheanswer.

WorkWithProduct&Engineering

Becauseyouwillworkdirectlywithcustomers,youwilloftenseeproductproblemsbeforeanyoneelse.

Youwill:

• Identifyrecurringcustomerpainpoints.
• Determinewhetheranissueisatrainingproblem,productproblem,bug,workflowproblem,orsomethingelse.
• Documentproblemsclearlyenoughthatengineerscanunderstandandreproducethem.
• Recommendproductimprovementsbasedonwhatcustomersactuallyneed.
• Testnewfeaturesandworkflows.
• Helpdeterminewhetherchangesactuallysolvetheoriginalproblem.
• Lookforpatternsacrossmultiplecustomersratherthantreatingeveryissueindependently.

ImproveHowWeOperate

Wewantsomeonewhoconstantlyasks:

"Whyarewedoingitthisway?"

and

"CouldAImakethisdramaticallyeasier?"

Youwillbeencouragedto:

• Identifyinefficientprocesses.
• Buildbetterinternalworkflows.
• Createdocumentationandstandardoperatingprocedures.
• Automaterepetitivetasks.
• Developbetterwaystoonboardandsupportcustomers.
• Identifytasksthatshouldbeeliminatedentirely.
• Experimentwithnewapproachesinsteadofassumingtheexistingprocessiscorrect.

WhatWeAreLookingFor

Theidealpersonis:

AI-first.

YounaturallyuseAIwhenresearching,writing,analyzing,learning,orsolvingproblems.

Highlyresourceful.

Whenyoudon'tknowsomething,yourfirstinstinctistoinvestigateratherthanimmediatelyasksomeoneelse.

Independent.

Youdon'tneeddetailedinstructionsforeverytask.Youcanunderstandanobjectiveanddeterminehowtoaccomplishit.

Curious.

Youwanttounderstandhowthingsworkandwhy.

Analytical.

Youcanseparatesymptomsfromrootcausesandthinklogicallythroughaproblem.

Fastlearner.

Youcanbecomecompetentinunfamiliarsubjectsquickly.

Comfortablewithambiguity.

Youdontneedeveryproblemtohaveapredefinedprocess.

Strongcommunicator.

Youcanexplaincomplicatedtopicsclearlytoclientsandcoworkers.

Highownership.

Ifsomethingisyourresponsibility,youfollowitthroughuntiltheunderlyingproblemisactuallysolved.

Qualifications

Wecaremoreaboutcapabilitythancredentials.

Youmaybeastrongfitifyouhave:

• Abachelor'sdegreeorequivalentdemonstratedability.
• 0–5yearsofprofessionalexperience.
• Strongwrittenandverbalcommunicationskills.
• DemonstratedexperienceusingAItoolsextensively.
• Stronganalyticalandproblem-solvingabilities.
• Comfortlearningnewsoftwareandtechnology.
• Experienceworkingdirectlywithcustomers,clients,orinternalstakeholders.
• Theabilitytomanagemultipleproblemssimultaneouslywithoutlosingattentiontodetail.

Experience in accounting, tax, financial services, SaaS, technology, operations, or customer success is helpful butnotrequired.

Programming experience is alsonotrequired,althoughtechnicalcuriosityandtheabilitytounderstandhowsoftwareworksarevaluable.

WhatThis