AI Automation Analyst (Claude)

EmburseDallas, TX

About The Position

At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise. The AI Automation Analyst (Claude) will design, build, and scale AI-powered workflows using Claude to drive efficiency, consistency, and enhanced customer experiences across the CX organization. This role will act as the central owner of automation initiatives, identifying high-impact use cases and translating them into production-ready workflows that augment Customer Success, Support, Renewals, Sales, and Operations teams. The analyst will partner cross-functionally to operationalize AI capabilities, ensuring solutions are aligned with business goals such as productivity gains, CSAT improvements, revenue generation, and churn reduction. This role will also establish governance, best practices, and performance tracking for AI-driven automations.

Requirements

  • Education: Bachelor’s degree in Business, Analytics, Computer Science, or a related technical field (Master’s in AI/ML preferred).
  • Core Experience: 2–4 years of proven success in CX operations, AI automation, or high-level data analytics.
  • LLM Proficiency: Hands-on experience with Claude or other LLMs, including a strong background in prompt engineering and workflow design.
  • Tech Stack Expertise: Familiarity with core CX platforms and integrations, including Salesforce , Pendo , Slack , and automation tools like Zapier .
  • Systems Thinking: Strong analytical ability to translate complex business problems into scalable, automated AI solutions.
  • Technical Literacy: Solid understanding of APIs , data integrations, and the infrastructure required for seamless AI workflow deployment.
  • Strategic Communication: Excellent ability to explain technical AI capabilities, limitations, and governance to non-technical stakeholders.
  • Operational Rigor: Demonstrated skill in balancing rapid execution with high-quality output, thorough documentation, and risk mitigation.

Responsibilities

  • End-to-End AI Strategy: Own and manage AI automation initiatives across the entire Customer Experience (CX) lifecycle, from onboarding and adoption to renewals.
  • Claude Workflow Engineering: Design, build, and deploy sophisticated Claude-based workflows to automate customer intelligence, health scoring, and repetitive CX processes.
  • Revenue Orchestration: Automate the integration of customer insights into core business drivers, including renewals, upsells, and cross-sell opportunities.
  • AI Insight Extraction: Develop automated frameworks for high-level data synthesis, including NPS analysis, churn patterns, and insight extraction from customer interactions.
  • Prompt Engineering Leadership: Create and maintain scalable prompt engineering frameworks and reusable templates to ensure the consistency and accuracy of AI outputs.
  • Cross-Functional Integration: Collaborate with Product, Sales, and Ops to seamlessly integrate AI workflows into existing tech stacks, including CRMs and support platforms.
  • QA & Brand Governance: Establish rigorous quality assurance processes to validate AI outputs for compliance, accuracy, and alignment with the corporate brand voice.
  • Performance Optimization: Monitor and tune automation performance against key business metrics such as NRR (Net Revenue Retention), Retention Rate, and CSAT.
  • Enablement & Governance: Act as the internal Subject Matter Expert (SME) for AI capabilities, providing documentation, stakeholder training, and ensuring responsible AI data privacy and risk mitigation.
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