Automation Strategist, Customer Success

Opportunity Overview: We are looking for a Lead Forward Deployed Automation Strategist to play a key role in delivering value for our Platform-as-a-Service (PaaS) customers. Reporting into our Senior Manager, PaaS Value Delivery, you will be part of a small, fast-paced team working directly with clients to strategically design, execute, and maintain a robust prior authorization decisioning automation program. Ultimately, the work you do will have a direct impact on the growth of the company and our ability to assist more patients at a time in their healthcare journey when they need help most. What you’ll do: Consult Platform-as-a-Service (PaaS) clients on designing an optimal decision automation program that maximizes platform value Translate complex client requirements into a detailed technical blueprints for development teams to leverage when implementing new clients Collaborate with Product, Development, Design, and Engineering teams in scoping new functionality, or enhancing existing functionality, to meet client automation needs Develop strategic roadmaps related to continuous improvement of decision automation performance in order to drive increased value for clients Analyze authorization data and leverage data visualization softwares to build and maintain analytical reports that inform internal and external stakeholders on platform performance Ensure client’s KPIs are met and ensure end-to-end automation success for each client through each stage of customer lifecycle Identify opportunities to scale and improve consultation workflows What you’ll need: 8+ years experience working in a client facing role; Demonstrated expertise in building client relationships and driving client engagement, value, and satisfaction Understanding of healthcare systems, medical terminologies, clinical workflows, and regulations Ability to navigate ethical dilemmas in healthcare data management and analysis while upholding professional standards and integrity Advanced Profici

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Are you an elite relationship builder and technical strategist who can serve as a trusted advisor to C-level executives? Empower leading organizations to transform their operations through enterprise orchestration. Location: Mexico City, MX | Work Model: Hybrid (4 days/week on-site) About the Team Appian Customer Success is obsessed with delivering exceptional customer outcomes and high-value business impact. Our Customer Success Management team acts as the primary catalyst for client growth, working in tight alignment with internal and external partners. Grounded in a culture of in-person collaboration at our McLean HQ, we build deep, long-term relationships with leading global enterprises to ensure they maximize the value of our AI-Powered Process Automation platform. The Opportunity As a Customer Success Manager, you will serve as a premier strategic advisor to elite organizations. This role is vital right now because companies are rapidly scaling complex automated ecosystems. You will use your business acumen and technical aptitude to help clients unlock the full power of our advanced capabilities—including unified Data Fabric , robotic automation, and generative AI. By proactively mitigating delivery, adoption, and technical risks, you will enable clients to achieve flawless Enterprise-Grade Orchestration . What You’ll Do Govern Account Strategy: Uncover and shape each customer’s business goals, translating them into prioritized, actionable roadmap plans and driving executive execution. Drive Platform Adoption: Lead customer adoption initiatives by e

Opportunity Overview: We are looking for a Sr. Forward Deployed Automation Strategist to play a key role in delivering value for our Platform-as-a-Service (PaaS) customers. Reporting into our Senior Manager, PaaS Value Delivery, you will be part of a small, fast-paced team working directly with clients to strategically design, execute, and maintain a robust prior authorization decisioning automation program. Ultimately, the work you do will have a direct impact on the growth of the company and our ability to assist more patients at a time in their healthcare journey when they need help most. What you’ll do: Consult Platform-as-a-Service (PaaS) clients on designing an optimal decision automation program that maximizes platform value Translate complex client requirements into a detailed technical blueprints for development teams to leverage when implementing new clients Collaborate with Product, Development, Design, and Engineering teams in scoping new functionality, or enhancing existing functionality, to meet client automation needs Develop strategic roadmaps related to continuous improvement of decision automation performance in order to drive increased value for clients Analyze authorization data and leverage data visualization softwares to build and maintain analytical reports that inform internal and external stakeholders on platform performance Ensure client’s KPIs are met and ensure end-to-end automation success for each client through each stage of customer lifecycle Identify opportunities to scale and improve consultation workflows What you’ll need: 5+ years experience working in a client facing role; Demonstrated expertise in building client relationships and driving client engagement, value, and satisfaction Understanding of healthcare systems, medical terminologies, clinical workflows, and regulations Ability to navigate ethical dilemmas in healthcare data management and analysis while upholding professional standards and integrity Advanced Proficie

Perplexity is an AI-powered answer engine founded in December 2022 and growing rapidly as one of the world's leading AI platforms. Perplexity has raised over $1B in venture investment from some of the world's most visionary and successful leaders, including Elad Gil, Daniel Gross, Jeff Bezos, Accel, IVP, NEA, NVIDIA, Samsung, and many more. Our objective is to build accurate, trustworthy AI that powers decision-making for people and assistive AI wherever decisions are being made. Throughout human history, change and innovation have always been driven by curious people. Today, curious people use Perplexity to answer more than 780 million queries every month—a number that's growing rapidly for one simple reason: everyone can be curious. About the Role Perplexity is building the AI platform for professional finance: Perplexity Computer, our agentic platform that navigates tools, completes multi-step workflows, and connects to the market data, filings, transcripts, and research that investment professionals already rely on, and our API Platform, which powers search, retrieval, and automation across structured and unstructured financial data. At the center of this is our Applied AI / Forward Deployed motion: we work closely with buyside firms—hedge funds, private equity, and asset managers—to distill their core investment processes and embed them into bespoke solutions built on our platform. That means sitting with analysts and PMs to understand how they screen, diligence, monitor, and decide, then translating those workflows into custom skills, agents, and connector configurations that run inside their daily process—and feeding what we learn back into the product so it compounds across customers. As an AI Strategist on our Applied AI team focused on financial services, you are the subject matter expert who makes this real for investment professionals. This is a commercial and sales engineering role: you will own strategic customer engagements end to end—leading discover

Perplexity is an AI-powered answer engine founded in December 2022 and growing rapidly as one of the world's leading AI platforms. Perplexity has raised over $1B in venture investment from some of the world's most visionary and successful leaders, including Elad Gil, Daniel Gross, Jeff Bezos, Accel, IVP, NEA, NVIDIA, Samsung, and many more. Our objective is to build accurate, trustworthy AI that powers decision-making for people and assistive AI wherever decisions are being made. Throughout human history, change and innovation have always been driven by curious people. Today, curious people use Perplexity to answer more than 780 million queries every month—a number that's growing rapidly for one simple reason: everyone can be curious. About the Role Perplexity is building the AI platform for professional legal work: Perplexity Computer, our agentic platform that navigates tools, completes multi-step workflows, and connects to the case law, statutes, filings, contracts, and internal documents that legal professionals already rely on, and our API Platform, which powers search, retrieval, and automation across structured and unstructured legal data. At the center of this is our Applied AI / Forward Deployed motion: we work closely with law firms and in-house legal teams to distill their core legal processes and embed them into bespoke solutions built on our platform. That means sitting with partners, associates, and counsel to understand how they research, review, draft, and advise, then translating those workflows into custom skills, agents, and connector configurations that run inside their daily process—and feeding what we learn back into the product so it compounds across customers. As an AI Strategist on our Applied AI team focused on the legal vertical, you are the subject matter expert who makes this real for legal professionals. This is a commercial and sales engineering role: you will own strategic customer engagements end to end—leading discovery, defining wh

Strength in Trust OneTrust’s mission is to enable innovation through the responsible use of data and AI. We believe that ensuring data is trusted shouldn’t slow teams down—it should accelerate what’s possible. This led us to develop the first technology platform for responsible data use in 2016. Today, with AI representing the latest and most impactful expansion of data yet, OneTrust is once again redefining what responsible innovation looks like. OneTrust, the AI‑Ready Governance Platform™, unifies regulatory intelligence, automation, and connected governance workflows so businesses can continue to move at the speed of AI while ensuring good governance to prevent data misuse at scale. Trusted by thousands of organizations worldwide, OneTrust is shaping the future where trusted data becomes a transformative force for business and society. Location: Bengaluru | Hybrid Experience: 3 - 5 years preferred As a Technical Engineer - Privacy Automation at OneTrust, you will be a key enabler of customer success by helping users overcome product-related challenges through focused, high-quality “ Ask the Expert” sessions. These 1–2 hour sessions provide hands-on troubleshooting, guidance, and configuration support to customers across our platform. Your role is to help unblock customers and empower them with the knowledge and confidence to effectively use OneTrust to meet their operational needs. You will bring product expertise, strong communication skills, and a calm, customer-first mindset to every interaction. While this role is primarily reactive and tactical in nature, it plays a critical role in ensuring positive customer outcomes. In addition to delivering sessions, CSEs contribute reusable content such as knowledgebase articles, blog posts, and video tutorials to support scalable enablement. This position is an ideal stepping stone for those looking to grow into more strategic, consultative roles within the Customer Success Architecture team. Your Mi